To install QM (for version 2.0.3 and higher):

  1. Create two databases:
    • QualityMonitoringSystem
    • {instance}_QualityMonitoring
  2. On QualityMonitoringSystem:
    1. Execute the QualityMonitoringSystemScript.sql query to create the necessary tables to support multi-tenant.
    2. Go to security > Users, right-click to Add User:
      • User type: SQL user with login
      • User name: OneContactUser
      • Login name: OneContactUser
      • Default schema: dbo
    3. Execute grants.sql to give permissions to OneContactUser.
  3. On {instance}_QualityMonitoring:
    1. Before executing QualityMonitoringCreateScript.sql is necessary to configure:
      • SET @OneContactProvisioning = N'[{machine ip or name}].[X_OneContactProvisioning].[dbo]' - where X is the name of the instance
      • SET @OneContactReporting = N'[{machine ip or name}]. [X_OneContactReporting].[dbo]' - where X is the name of the instance
      • SET @OneContactSystem = N' [{machine ip or name}]. [OneContactSystem].[dbo]'
    2. Execute the QualityMonitoringCreateScript.sql to create the qualitymonitoring database of this instance.
    3. Execute the ReportsSchema.sql, if you want to add reports to Quality Monitoring.
    4. Execute grants.sql to give permissions to OneContactUser.
  4. On QualityMonitoringSystem database is necessary to manually add a record to the table Instance:
    1. Use the sql insert command to fill the record, where:
      • Id: not necessary to set.
      • Name: is the name of the instance.
      • ConnectionString: is the ConnectionString to the QualityMonitoring database of the instance. The structure is like: data source={Machine ip or name};initial catalog={instance}_QualityMonitoring;User ID=OneContactUser;Password=OneContactUser.
      • CreatedAt: not necessary to set.
      • UpdatedAt: not necessary to set.
      • DeletedAt: not necessary to set.
  5. Create a folder to set the application (ex: C:\inetpub\wwwroot\QualityMonitoring) and place the QualityMonitoring binary’s in the created folder.
  6. On Internet InformationService (IIS):
    1. Create a QualityMonitoringAppPool with these configuration:
      • {name as your choice}
      • .NET CLR Version v4.0
      • Manage Pipeline Mode: Integrated
      • Uncheck Start application pool immediately
    2. Right-click in the QualityMonitoring AppPool created, advanced settings and set the Identity to NetworkService.
    3. Add an Application to the sites:
      • Alias: {nome of your choice} will be the url name to open QualityMonitoring
      • Change the Application pool to the QualityMonitoring Aplication pool created in 6.1.
      • Physical path: Set the folder of QualityMonitoring created in 5.
  7. Open the web.config of QualityMonitoring (inside folder created in 5.) and configure:
    1. ConnectionString to point the QualityMonitoringSystem database (ex: <add name="QualityMonitoringDatabaseSystem" connectionString="data source={Machine name or ip};initial catalog=QualityMonitoringSystem;User ID=OneContactUser;Password=OneContactUserPassword" providerName="System.Data.SqlClient" />).
    2. BaseServiceURL to point the Base Service of the instance we want to evaluate.
    3. For QM 2.1.0 or higher configure these parameters to point to the respective endpoint in onecontactwebserviceshost:
      • OneAgentMail
      • OneAgentFacebook
      • OneAgentTwitter
      • OneAgentIM
    4. Configure CompanyLogo to point to the image path after the installation (this case: c:\initpub\wwwroot\QualityMonitoring\QualityMonitoring\Content\images\transferir.jpg)
  8. On OneSupervisor > SystemManagment > Roles, create 3 roles:
    • QM_Administrator
    • QM_Supervisor
    • QM_Calibrator
  9. Associate the sysadmin user to the QM_Administrator.
  10. Start the QualityMonitoringAppPool.
  11. Open QualityMonitoring via browser with http(s)://{machineip or name}/{Name created in 6.3.1}.