Execute UCServer_AnalyticsServer_en-US.exe. If .NET Framework 4.6.2 is still not installed on your computer, an attempt is now made to install it. After you have accepted the license agreement, you can select where ProCall Analytics should be installed. ProCall Analytics is then installed. After installation has completed, the ProCall Analytics configuration assistant starts automatically. Now configure ProCall Analytics as described in the chapter Administration.Configuration of the groups and authorizations in the estos UCServer Administration.
Now set up the groups with your associated employees.
Log onto the UCServer Administration and go to "User Administration Groups".
Here you can define groups that you want to analyze with ProCall Analytics.
Go onto Add and create a new group, e.g. "Development". Now define a group leader and if necessary a representative for this group. This is generally the department head who can then also make the evaluation with ProCall Analytics for his/her group. Make sure that you activate this group!
Switch to the "Services" tab
For the journal access there are two checkboxes within the group that control whether the group appears within ProCall Analytics or not. If you only want the group leader or his/her representative to be able to make an evaluation about the members, select "The journal of the group is visible for the group leader". If you want every member of the group to be able to make a ProCall Analytics evaluation, select "The journal of the group is visible for the entire group".
Switch to the Member tab:
Now add the group members and confirm the dialog with "OK".
|Do not forget to save the changes of the group configuration with "Apply".|
It will take a few minutes until the configured group from estos UCServer appears in ProCall Analytics. If you do not want to wait so long, restart the ProCall Analytics Service. The settings are then immediately active.
Topology / Functionality
The following scheme illustrates the functionality of ProCall Analytics:
If installation has successfully completed, three Windows® Services for ProCall Analytics will be located on your computer:
ProCall Analytics WebServer Service
This service provides the workplace with the necessary data for the ProCall Analytics WebClient Application. The transfer occurs via HTTP or, if desired, encrypted via HTTPS (certificate required). If an Analytics Statistics request comes from the ProCall Analytics WebClient Application, it is forwarded to the ProCall Analytics Statistics Service. The responses (statistics data) are then also provided to the ProCall Analytics WebClient Application via http(s) .
ProCall Analytics Statistics Service
This service takes care of the calculation of the statistical evaluation. For this purpose, this service directly accesses with high-performance the SQL Server® Database in which its estos UCServer has logged its calls. This access occurs after the data has been prepared for ProCall Analytics and is read-only. The data is not changed. In principle it sufficient for the operation of ProCall Analytics to use a database user that may have read-only access to the journal table. In addition the service administratively connects with your estos UCServer for license checking and with the user administration to determine groups, users and authorizations.
ProCall Analytics Reporting Service
This service creates the reports in PDF format. The templates in HTML format in the ReportTemplates directory are used as a basis for this. They can be adapted to affect the layout of the reports. HTML knowledge is required for this.
You can also view all of these services in the Services Manager of your operating system. Their names are: estos ProCall Analytics (WebServer), estos ProCall Analytics (Data Service) and estos ProCall Analytics (Reporting Dienst). Please note that these services are not set to manual as otherwise ProCall Analytics is not available after a restart of the computer.
estos UCServer, ProCall Analytics and the SQL Server® can naturally also be installed on separate computers.