Genesys Training Manager 8.1.1 Installation Guide

Training Manager 8.1.1
Installation Guide
The information contained herein is proprietary and confidential and cannot be disclosed or duplicated
without the prior written consent of Genesys Telecommunications Laboratories, Inc.
Copyright © 2009-2012 Genesys Telecommunications Laboratories, Inc. All rights reserved.
About Genesys
Genesys is the world's leading provider of customer service and contact center software - with more than 4,000
customers in 80 countries. Drawing on its more than 20 years of customer service innovation and experience,
Genesys is uniquely positioned to help companies bring their people, insights and customer channels together to
effectively drive today's customer conversation. Genesys software directs more than 100 million interactions every
day, maximizing the value of customer engagement and differentiating the experience by driving personalization and
multi-channel customer service - and extending customer service across the enterprise to optimize processes and the
performance of customer-facing employees. Go to www.genesyslab.com for more information.
Each product has its own documentation for online viewing at the Genesys Technical Support website or on the
Documentation Library DVD, which is available from Genesys upon request. For more information, contact your sales
representative.
Notice
Although reasonable effort is made to ensure that the information in this document is complete and accurate at the
time of release, Genesys Telecommunications Laboratories, Inc. cannot assume responsibility for any existing errors.
Changes and/or corrections to the information contained in this document may be incorporated in future versions.
Your Responsibility for Your System’s Security
You are responsible for the security of your system. Product administration to prevent unauthorized use is your
responsibility. Your system administrator should read all documents provided with this product to fully understand the
features available that reduce your risk of incurring charges for unlicensed use of Genesys products.
Trademarks
Genesys and the Genesys logo are registered trademarks of Genesys Telecommunications Laboratories, Inc. All
other company names and logos may be trademarks or registered trademarks of their respective holders. © 2012
Genesys Telecommunications Laboratories, Inc. All rights reserved.
The Crystal monospace font is used by permission of Software Renovation Corporation,
www.SoftwareRenovation.com.
Technical Support from VARs
If you have purchased support from a value-added reseller (VAR), please contact the VAR for technical support.
Ordering and Licensing Information
Complete information on ordering and licensing Genesys products can be found in the Genesys 7 Licensing Guide.
Released by: Genesys Telecommunications Laboratories, Inc. www.genesyslab.com
Document Version: 81_trainingmgr_install_08-2012_v8.1.101.00
Table of Contents
Preface
Preface ....................................................................................................5
About Genesys Training Manager ............................................................5
Intended Audience ...................................................................................6
Making Comments on This Document ......................................................6
Contacting Genesys Technical Support ....................................................6
Related Documentation Resources ..........................................................6
Document Conventions........................................................................7
Document Version Number ..................................................................7
Screen Captures Used in This Document ............................................7
Type Styles ..........................................................................................7
Chapter 1
Server Configuration ..............................................................................9
Installation Files........................................................................................9
Database Server Software Prerequisites .............................................9
Web Server Software Prerequisites .....................................................9
Required Files ...................................................................................10
Server Configuration ..............................................................................10
Windows Server 2003 / II6 .................................................................10
Windows Server 2008 / II7 .................................................................13
Database Installation ..............................................................................15
SQL Server ........................................................................................15
File Installation .......................................................................................16
Internet Information Services .............................................................16
Windows Server 2003 / IIS6 ..............................................................16
Windows Server 2008 / IIS7 ..............................................................19
Configuration Files .................................................................................21
SkillsManagerWS ..............................................................................21
SkillsPortal .........................................................................................22
Server Diagnostic Checks ......................................................................23
Performing Diagnostics ......................................................................23
Installation Guide
3
Chapter 2
Client Installation .................................................................................27
Installation Files......................................................................................27
Client Software Prerequisites .............................................................27
Required Files ...................................................................................27
Client Installation Procedure ..............................................................28
Launching the Client ..........................................................................29
Appendix A
Server Configuration Files ...................................................................31
SkillsManagerWS ...................................................................................31
WebSettings.config Sections .............................................................31
SkillsPortal .............................................................................................32
WebSettings.config Sections .............................................................32
4
Training Manager 8.1.1
Preface
Preface
Welcome to the Training Manager 8.1.1 Installation Guide. This document has been
designed to provide instructions for an administrator to install the Training Manager
application.
This document is valid only for the 8.1.1 release of this product.
Note:
For versions of this document created for other releases of this product, visit
the Genesys Technical Support website.
For information about related resources and about the conventions that are used in this
document, see the supplementary material starting on page 9.
About Genesys Training Manager
Genesys Training Manager is a solution that enables contact centers to automatically
build, schedule and manage multiple agent training plans within Genesys WFM.
The solution automatically builds customized training plans that account for agent needs,
service level impact, and the availability of agents, trainer and classrooms.
It also provides an optimal online view of training schedules and can automatically track
and reschedule training for agents who miss their courses.
Installation Guide
5
Preface
Intended Audience
Intended Audience
This document is primarily intended for system administrators or other individuals who
intend to deploy Genesys Training Manager.
Making Comments on This Document
If you especially like or dislike anything about this document, feel free to e-mail your
comments to Techpubs.webadmin@genesyslab.com.
You can comment on what you regard as specific errors or omissions, and on the
accuracy, organization, subject matter, or completeness of this document. Please limit
your comments to the scope of this document only and to the way in which the
information is presented. Contact your Genesys Account Representative or Genesys
Technical Support if you have suggestions about the product itself.
When you send us comments, you grant Genesys a nonexclusive right to use or distribute
your comments in any way it believes appropriate, without incurring any obligation to
you.
Contacting Genesys Technical Support
If you have purchased support directly from Genesys, ,see the Contact Information on
the Tech Support website. Before contacting technical support, refer to the Genesys
Technical Support Guide for complete contact information and procedures.
Related Documentation Resources
The following resources provide additional information that is relevant to this software.
Consult these additional resources as necessary.
• The Framework 8.0 Configuration Manager Help, which will help when using
Configuration Manager.
Genesys
Consult these additional resources as necessary:
• The Genesys Technical Publications Glossary, which ships on the Genesys
Documentation Library CD and which provides a comprehensive list of the Genesys
and CTI terminology and acronyms used in this document.
• The Release Notes and Product Advisories for this product, which are available on
the Genesys Technical Support website at http://genesyslab.com/support.
6
Training Manager 8.1.1
Preface
Related Documentation Resources
Genesys product documentation is available on the:
• Genesys Technical Support website at http://genesyslab.com/support.
Document Conventions
This document uses certain stylistic and typographical conventions—introduced here—
that serve as shorthand for particular kinds of information.
Document Version Number
A version number appears at the bottom of the inside front cover of this document.
Version numbers change as new information is added to this document. Here is a sample
version number:
42gp_icg_aspect-wfm_08-2010_v4.2.001.01
You will need this number when you are talking with Genesys Technical Support about
this product.
Screen Captures Used in This Document
Screen captures from the Configuration Manager graphical user interface (GUI), as used
in this document, may sometimes contain minor spelling, capitalization, or grammatical
errors. The text accompanying and explaining the screen captures corrects such errors
except when such a correction would prevent you from installing, configuring, or
successfully using the product. For example, if the name of an option contains a usage
error, the name would be presented exactly as it appears in the GUI; the error would not
be corrected in any accompanying text.
Type Styles
The Type Styles table describes and illustrates the type conventions that are used in this document.
Type Styles
Type Style
Used For
Examples
Italic
•
Document titles
•
Emphasis
•
Definitions of (or first
references to) unfamiliar
terms
Please consult the Genesys
Migration Guide for more
information.
•
Installation Guide
Mathematical variables
Do not use this value for this
option.
A customary and usual practice
7
Preface
Monospace font
(Looks like teletype or
typewriter text)
Related Documentation Resources
Also used to indicate
placeholder text within code
samples or commands, in the
special case where angle
brackets are a required part of
the syntax (see the note about
angle brackets below).
is one that is widely accepted
and used within a particular
industry or profession.
All programming identifiers and
GUI elements. This convention
includes:
• The names of directories,
files, folders, configuration
objects, paths, scripts,
dialog boxes, options,
fields, text and list boxes,
operational modes, all
buttons (including radio
buttons), check boxes,
commands, tabs, CTI
events, and error messages.
• The values of options.
Select the Show variables on
screen check box.
•
Enter exit on the command line.
•
Logical arguments and
command syntax.
Code samples.
The formula, x +1 = 7
where x stands for . . .
In the Operand text box, enter
your formula.
Click OK to exit the Properties
dialog box.
T-Server distributes the error
messages in EventError events.
If you select true for the
inbound-bsns-calls option, all
established inbound calls on a
local agent are considered
business calls.
Also used for any text that users
must manually enter during a
configuration or installation
procedure, or on a command
line.
Angle brackets (< >)
A placeholder for a value that
the user must specify. This
might be a DN or a port number
specific to your enterprise.
smcp_server -host
<confighost>
Note: In some cases, angle
brackets are required characters
in code syntax (for example, in
XML schemas). In these cases,
italic text is used for placeholder
values.
8
Training Manager 8.1.1
Chapter
1
Server Configuration
Installation Files
This section will detail the hardware and software requirements to set up the
server portion of Genesys Training Manager. The client portion will be
addressed in the Client Installation Chapter.
Database Server Software Prerequisites
•
•
•
Windows Server 2003 (or higher)
SQL Server database server (2005 or higher)
Service Pack 4 for SQL Server 2005 (recommended)
Web Server Software Prerequisites
•
•
•
Installation Guide
Windows Server 2003 (or higher)
.NET Framework 2.0 installed. This should already be installed by
default on Windows Server 2008 and Windows Server 2008 R2, but
may need to be installed separately on Windows Server 2003.
.NET Framework 3.5 SP1 installed. This should already be installed
by default on Windows Server 2008 R2, but may need to be installed
separately on the original release of Windows Server 2008.
9
Chapter 1: Server Configuration
Server Configuration
Required Files
•
Database installation script file (SKM.sql). This is located in the
Database Scripts folder of the package.
•
Internet Information Services (IIS) files (SkillsManagerWS and
SkillsPortal folders). These are located at the root folder of the
installation package.
Server Configuration
Windows Server 2003 / II6
Make sure that your Windows Server has IIS installed and is configured to run
ASP.NET.
In Windows Server 2003 (IIS 6), launch the Manage Your Server application
(shown in the following screenshot), click Add or remove a role, and then
click Next.
In the Configure Your Server Wizard (shown in the following screenshot),
next to Application server (IIS), Yes needs to appear in the Configured
column. If it does not, select the row, and then click Next.
10
Genesys Training Manager 8.1.1
Chapter 1: Server Configuration
Server Configuration
Click Next again, and you will see a Summary of Selections page to confirm
that you want to install IIS. Click Next again to actually perform the
installation. You may need your Windows Server 2003 CD at this stage.
Click Finish, and Internet Information Services (IIS) Manager should be
available from All Programs on the Windows Start menu.
If ASP.NET is already installed on your server, verify that it has been enabled.
To do this, launch Internet Information Services (IIS) Manager, and then click
Web Service Extensions.
If ASP.NET v2.0.50727 is listed in the right pane, the status must be set to
Allowed.
Installation Guide
11
Chapter 1: Server Configuration
12
Server Configuration
Genesys Training Manager 8.1.1
Chapter 1: Server Configuration
Server Configuration
Windows Server 2008 / II7
Make sure that your Windows Server has IIS installed and is configured to run
ASP.NET.
In Windows Server 2008 (IIS 7), launch the Server Manager application
(shown in the following screenshot). Click the Roles node in the left pane,
click Add Roles in the right pane, and then click Next.
In the Add Roles Wizard (shown in the following screenshot), Web Server
(IIS) needs to be selected. If it is not, select it, and then add other components
that depend on IIS.
Installation Guide
13
Chapter 1: Server Configuration
Server Configuration
On the Select Role Services page, select the ASP.NET check box as a
minimum. You will be prompted to add other dependent components. Accept
all of them.
Click Next, and then you will see the Confirm Installation Selections page
to confirm that you will be adding IIS. Click Install.
Click Close after the wizard has finished installing IIS, and Internet
Information Services (IIS) Manager should be available from All Programs on
the Windows Start menu.
14
Genesys Training Manager 8.1.1
Chapter 1: Server Configuration
Database Installation
Database Installation
SQL Server
Copy the SKM.sql file to a location on your SQL Server.
Use SQL Server Management Studio, or any other preferred method, to create
a new, completely blank database in the location that you choose. It does not
matter what the name of the database is. (In the following screenshot, the
database name is SKM.)
Run the SKM.sql script on this new database. The script will create a vanilla
database for the Training Manager application.
IMPORTANT: You must still manually assign a user on your SQL Server
permissions to access the database. At a minimum, this user must be granted
“Execute” access on all of the Stored Procedures starting by name with
“usp_”. You can use SQL Server Management Studio or any other preferred
method. For security reasons, it is recommended that you do not allow the
application to login using the ‘sa’ user.
Make a note of the user name and password used to gain access to the
database, because you will need to edit the WebSettings.config configuration
file in both the SkillsManagerWS folder and the SkillsPortal folder later.
Installation Guide
15
Chapter 1: Server Configuration
File Installation
File Installation
Internet Information Services
Copy the SkillsManagerWS and SkillsPortal folders to a suitable working
location on your IIS server. You will need to ensure that IIS has the
appropriate permissions to access and run applications on these folders.
NOTE: For simplicity, you may want to copy these folders under the
C:\inetpub\wwwroot folder in your environment, because IIS should already be
configured to have the correct permissions.
Please refer to Microsoft’s documentation for more detailed information about
permissions for IIS on Windows.
Windows Server 2003 / IIS6
Launch Internet Information Services (IIS) Manager, which can be found in
Administrative Tools in Control Panel.
If you have already copied the SkillsManagerWS and SkillsPortal folders
underneath the C:\inetpub\wwwroot folder:
1. Right-click SkillsManagerWS, and then select Properties.
2. On the Directory tab, click the Create button on the bottom right, and
then click OK.
3. Repeat these steps with the SkillsPortal folder.
If you have copied the SkillsManagerWS and SkillsPortal folders elsewhere on
your server:
1. Right-click the Default Web Site node, and then select New > Virtual
Directory. Click Next.
2. Under Alias, enter SkillsManagerWS, and then click Next.
3. Browse to the SkillsManagerWS folder, and select it, so that its full path
appears in the text box. Click Next.
4. Under Virtual Application permissions, make sure that Read and Run
Scripts are selected. Click Next and then finish the wizard.
5. Repeat these steps with the SkillsPortal folder.
16
Genesys Training Manager 8.1.1
Chapter 1: Server Configuration
File Installation
You should now have a screen similar to the one in the following screenshot
(in IIS 6).
Right-click SkillsManagerWS, select Properties, and go to the Documents tab.
Make sure that Enable default content page is selected. Under this, make
sure that Default.aspx is included in the list. Repeat for SkillsPortal.
Installation Guide
17
Chapter 1: Server Configuration
File Installation
Go to the ASP.NET tab, and check that the ASP.NET version is set to 2.0.50727
in the drop-down list. If nothing is listed in the drop-down list for the
ASP.NET version, ASP.NET is not installed correctly. You will need to open
a command prompt and run the aspnet_regiis -i command from the
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727 folder (or
C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727 if your server is 64-bit).
Repeat for the SkillsPortal folder. This completes the IIS configuration.
18
Genesys Training Manager 8.1.1
Chapter 1: Server Configuration
File Installation
Windows Server 2008 / IIS7
Launch Internet Information Services (IIS) Manager, which can be found in
Administrative Tools in Control Panel.
If you have already copied the SkillsManagerWS and SkillsPortal folders
underneath the C:\inetpub\wwwroot folder:
1. Right-click SkillsPortal, and then select Convert to Application.
2. Select an appropriate IIS application pool that uses .NET Framework
2.0, e.g. (DefaultAppPool). The application pool should use the
Integrated pipeline mode.
3. Right-click SkillsManagerWS, and then select Convert to Application.
4. Select an appropriate IIS application pool that uses .NET Framework
2.0, e.g. (Classic .NET AppPool). The application pool should use the
Classic pipeline mode.
If you have copied the SkillsManagerWS and SkillsPortal folders elsewhere on
your server:
1. Right-click the Default Web Site node, and then select Add
Application.
2. Under Alias, enter SkillsManagerWS.
3. Browse to the SkillsManagerWS folder, and select it, so that its full path
appears in the text box.
4. Select the appropriate IIS application pool (as described in the
previous numbered section above). Click OK.
5. Repeat these steps with the SkillsPortal folder.
You should now have a screen similar to the one in the following screenshot
(in IIS 7) (see next page).
Installation Guide
19
Chapter 1: Server Configuration
20
File Installation
Genesys Training Manager 8.1.1
Chapter 1: Server Configuration
Configuration Files
Configuration Files
SkillsManagerWS
In Windows Explorer, find the SkillsManagerWS folder you set up earlier.
Within this folder, there is a file called WebSettings.config. Open this file
using Notepad for Windows or another suitable text editor.
In this file, there is this section:
<!-- Database Settings -->
<DBConnections>
<SkillsManager>Server=.;Database=SKM;UID=xxx;PWD=xxx;Trusted_Connection=False</SkillsManager>
</DBConnections>
The value of UID and PWD (currently set to xxx for each) needs to be changed to
the Login and Password of the SQL Server user account that you set up during
Database Installation.
Further down this file, there is a section called “LogFiles”. In this section,
there are several file paths, e.g.
C:\WebSiteData\SkillsManagerWS\Logfiles\
This is a path to where log files are written by the SkillsManagerWS web
application. In Windows Explorer, either do the following:
•
Create a new folder on the IIS machine at the path:
C:\WebSiteData\SkillsManagerWS\Logfiles
•
Installation Guide
Create a new folder on the IIS machine at any other preferred location.
Then edit the file path in the WebSettings.config to match it.
21
Chapter 1: Server Configuration
Configuration Files
SkillsPortal
In Windows Explorer, find the SkillsPortal folder you set up earlier. Within
this folder, there is a file called WebSettings.config. Open this file using
Notepad for Windows or another suitable text editor.
In this file, there is this section:
<!-- Database Settings -->
<DBConnection>Server=.;Database=SKM;UID=xxx;PWD=xxx;Trusted_Connection=False</DBConnection>
The value of UID and PWD (currently set to xxx for each) needs to be changed to
the Login and Password of the SQL Server user account that you set up during
Database Installation.
Further down this file, there is a section called “LogFiles”. In this section,
there are several file paths, e.g.
C:\WebSiteData\SkillsPortal\Logfiles\
This is a path to where log files are written by the SkillsPortal web
application. In Windows Explorer, either do the following:
•
Create a new folder on the IIS machine at the path:
C:\WebSiteData\SkillsPortal\Logfiles
•
Create a new folder on the IIS machine at any other preferred location.
Then edit the file path in the WebSettings.config to match it.
This should now complete the basics needed for the application to work. For a
reference to all the settings in the WebSettings.config files, see Appendix A.
Optional Branding Configuration
It is possible in Training Manager Portal for your own corporate logo and
colors to be displayed when users are logged in. This can be enabled using the
following steps:
22
•
Create or source a company logo in JPEG format.
•
In the SkillsPortal folder, there is a sub-folder called CorporateImages. In this folder there is file called company_logo.jpg. Directly
replace this file with the JPEG file of your company logo.
•
In the WebSettings.config file, there is a Branding section. Change the
ReColorShade and HeaderTitleColor values to your preference.
Genesys Training Manager 8.1.1
Chapter 1: Server Configuration
Server Diagnostic Checks
Server Diagnostic Checks
Performing Diagnostics
Open a Web browser, and navigate to where you installed the SkillsManager
Web service (or right-click the SkillsManagerWS folder within IIS, and then
select Browse).
Click the Web Application Diagnostics link. This will help verify that the
database is correct and up to date. The screen might look different, depending
on the version number you are installing.
Installation Guide
23
Chapter 1: Server Configuration
Server Diagnostic Checks
Click the SkillsPlanner link (shown in the following screenshot).
A test is performed to make sure that the database connection is successful. If
the test worked, then you should then see a screen showing green check marks.
If there are red crosses (e.g., in the following clip), there will be a problem
with your database connection. In the example below, the web application
couldn’t log in to the database.
See the following page to see what a successful test looks like.
24
Genesys Training Manager 8.1.1
Chapter 1: Server Configuration
Server Diagnostic Checks
A successful test should look like the previous screenshot. The information
shows that the database connection has been successful, and reconfirms where
the Logging information is being written to.
Now, click the Directories and File Paths link (shown in the following
screenshot).
Installation Guide
25
Chapter 1: Server Configuration
Server Diagnostic Checks
If the logging folders have been set up correctly, you should see something
like the following screen shot.
This confirms that the web application is able to write logs to the folders. If
the web application is not able to do this, you will see some red crosses.
To resolve these you may need to set the correct permissions in Windows so
that IIS can read and write to these locations.
26
Genesys Training Manager 8.1.1
Chapter
2
Client Installation
Installation Files
This section will detail what files are required to set up the client portion of
Genesys Training Manager.
Client Software Prerequisites
•
•
•
•
Windows XP SP2 (or higher)
.NET Framework 2.0 installed
Minimum screen resolution of 1024x768. A screen resolution of
1280x1024 or above is recommended.
A web browser for Training Manager Portal.
o Minimum of Internet Explorer 6 or higher. Internet Explorer 7
or above is recommended.
o Google Chrome.
o Mozilla Firefox.
•
Client installation package (GenesysTrainingManagerSetup.msi)
Required Files
Installation Guide
27
Appendix 2: Server Configuration Files
Installation Files
Client Installation Procedure
On the client PC, copy the GenesysTrainingManagerSetup.msi file to a suitable
working location. Double-click the file to install the application, and two
desktop icons will appear. One is called Training Manager, and the other is
called Training Manager Configuration Utility.
IMPORTANT: You must run Training Manager Configuration Utility before
running Training Manager for the first time.
In the Training Manager Configuration Utility, you will need to specify the
full URL of the SkillsManagerWS folder that was set up in IIS - for example,
http://myintranet.mycompany.com/SkillsManagerWS/.
28
Genesys Training Manager 8.1.1
Appendix 2: Server Configuration Files
Installation Files
Launching the Client
To run Training Manager, double-click the Training Manager desktop icon. All
of the login details on the Login screen (shown in the following screenshot)
will be blank the first time you launch the application.
These details will typically be the same as what is entered in the Genesys
WFM Configuration Utility in your Genesys environment.
On the Login screen, you will need to enter the following details which will be
specific to your Genesys WFM environment:
•
Your user name and password to Genesys WFM
•
Application name of your Genesys WFM system (This is configured in
Genesys CME.)
•
Host name and port of your Genesys WFM system.
Click OK, and upon a successful login, you will see the main screen.
This confirms the successful completion of the Training Manager GUI
installation and setup.
IMPORTANT: To use Training Manager effectively, you must use a Genesys
WFM login that has access to the master schedule and scenarios, and all of the
sites and teams for which you want your users to be able to schedule training
and meetings.
Installation Guide
29
Appendix 2: Server Configuration Files
30
Installation Files
Genesys Training Manager 8.1.1
Appendix
A
Server Configuration Files
SkillsManagerWS
This section details the WebSettings.config configuration file in the
SkillsManagerWS web application.
WebSettings.config Sections
Inside the SkillsManagerWS folder, there is a file called WebSettings.config.
You will need to edit this file to specify the database connection string and set
up other configuration details. This file is an XML-formatted file, and
therefore needs to be edited with care.
In summary, the sections of the file contain the following important settings:
Section
Description
Features
Specifies what features are available to Training
Manager users.
DBConnections/SkillsManager
Contains the database connection string. You will
need to modify this to specify the name of the
database you created earlier, as well as the user
name and password used to access this database.
WebServices/SkillsAssess
Specifies the location of Genesys Skills Assessor,
so that Training Manager can pull results from the
system.
Installation Guide
31
Appendix A: Server Configuration Files
SkillsPortal
Section
Description
WebServices/AutoTeamUpdates
Specifies the location of an HR system that allows
manager/team relationships to be automatically
updated within Training Manager at a customer’s
site. This is an optional setting—whether it is used
will be determined during the discussions prior to
installation, and the setting should not be changed
without guidance.
LogFiles/Application
Specify the paths of log file folders. The application
is able to generate logs if anything goes wrong.
Therefore, it is important to specify the paths of
folders that exist on your server.
LogFiles/DBConnection
LogFiles/DBAction
Specifies a message that Training Manager displays
to every user when users log in.
LoginMessage
SkillsPortal
This section details the WebSettings.config configuration file in the
SkillsPortal (Training Manager Portal) web application.
WebSettings.config Sections
Inside the SkillsPortal folder, there is a file called WebSettings.config. You
will need to edit this file to specify the database connection string and set up
other configuration details. This file is an XML-formatted file, and therefore
needs to be edited with care.
In summary, the sections of the file contain the following important settings:
Section
Description
Homepage
Specifies the home page of the portal. Do not
change this setting.
DBConnection
Contains the database connection string. You will
need to modify this to specify the name of the
database you created earlier, as well as the user
name and password used to access this database.
32
Genesys Training Manager 8.1.1
Appendix A: Server Configuration Files
SkillsPortal
Section
Description
WebServices/AutoTeamUpdates
Specifies the location of an HR system that allows
manager/team relationships to be automatically
updated within Training Manager at a customer’s
site. This is an optional setting—whether it is used
will be determined during the discussions prior to
installation, and the setting should not be changed
without guidance.
LogFiles/Application
Specify the paths of log file folders. The application
is able to generate logs if anything goes wrong.
Therefore, it is important to specify the paths of
folders that exist on your server.
LogFiles/DBConnection
LogFiles/DBAction
Branding/Colors/ReColorShade
Branding/Colors/HeaderTitle
Specifies color information that is used to apply
branding to the Training Manager Portal when users
are logged in.
The ReColorShade specifies the general color
scheme used throughout the Portal.
The HeaderTitle specifies the color of the text in the
top right-hand corner of the browser.
These color values need to be specified as hex
values, e.g., #B3392A.
Installation Guide
33
Appendix A: Server Configuration Files
34
SkillsPortal
Genesys Training Manager 8.1.1
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