Configure Surveys to SQL

(SharePoint Online Only) Pre-requisite

• Enable APP permissions

  • This was already executed during the installation of the UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. Creator. If not completed, Learn More

Configure the Surveys to SQL application as scheduled task

1. Grab the site URL (parent site of your ucc) and client secret
   

   Example: http://workstreampeople.sharepoint.com/sites/ucc/ucc_support/uccconfigtemplate (only use bold part)

   Note: This is also the site for the UCC Creator.

2. Copy the contents of the Survey script to <drive>\program files\anywhere365\scripts\SPO_Survey on the UCC server (may also be another Windows server, make sure the above pre-requisites are met).

   Note: The survey scrips can be requested at the support-desk.

3. In the config file (Surveys.config), fill in the Targets:

   Same Site = For all sites on the root level:

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   XML

   <Target enabled="true" type="SameLevel">https://contoso.sharepointonline.com/sites/ucc</Target>

   Site Collection = For all sites in this site collection:

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   XML

   <Target enabled="true" type="SiteCollection">https://contoso.sharepointonline.com/sites/ucc</Target>

   Site = Only for this site:

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   XML

   <Target enabled="true" type="Site">https://contoso.sharepointonline.com/sites/ucc</Target>

4. Next step is to configure user authentication.

   1. (SharePoint On-premises) Fill in the Username and Encrypted Password.

      Note: Use the Password Tool in the install directory to encrypt the password.
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      XML

      <Username></Username>
      <Password></Password>

   2. (SharePoint Online) Fill in the ClientID and ClientSecret, between the quotes.

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      XML

      <ClientID></ClientID>
      <ClientSecret></ClientSecret>

      Warning: Find your site collection URL and Client Secret code. If you lost your Client Secret code, you can generate one by following “(Optional) Generate a new client secret”

5. Create a Windows Scheduled Task that runs indefinitely every 5 minutes (starting from rounded minutes e.g. 12.00, 12.05, 12.10, 12.15) and starts the executable (WSP.A365.SharePoint.WebJob.Survey.exe).

   Or use the example XML below to import it into Task Scheduler:

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   XML

   <?xml version="1.0" encoding="UTF-16"?>
   <Task version="1.2" xmlns="http://schemas.microsoft.com/windows/2004/02/mit/task">
   <RegistrationInfo>
   <Date>2019-04-16T15:24:40.1269215</Date>
   <Author>Workstreampeople B.V.</Author>
   </RegistrationInfo>
   <Triggers>
   <TimeTrigger>
   <Repetition>
   <Interval>PT5M</Interval>
   <StopAtDurationEnd>false</StopAtDurationEnd>
   </Repetition>
   <StartBoundary>2019-04-16T15:20:00</StartBoundary>
   <Enabled>true</Enabled>
   </TimeTrigger>
   </Triggers>
   <Principals>
   <Principal id="Author">
   <UserId>S-1-5-21-3347327956-105208351-3318644539-10774</UserId>
   <LogonType>Password</LogonType>
   <RunLevel>LeastPrivilege</RunLevel>
   </Principal>
   </Principals>
   <Settings>
   <MultipleInstancesPolicy>Parallel</MultipleInstancesPolicy>
   <DisallowStartIfOnBatteries>false</DisallowStartIfOnBatteries>
   <StopIfGoingOnBatteries>false</StopIfGoingOnBatteries>
   <AllowHardTerminate>true</AllowHardTerminate>
   <StartWhenAvailable>false</StartWhenAvailable>
   <RunOnlyIfNetworkAvailable>false</RunOnlyIfNetworkAvailable>
   <IdleSettings>
   <StopOnIdleEnd>true</StopOnIdleEnd>
   <RestartOnIdle>false</RestartOnIdle>
   </IdleSettings>
   <AllowStartOnDemand>true</AllowStartOnDemand>
   <Enabled>true</Enabled>
   <Hidden>false</Hidden>
   <RunOnlyIfIdle>false</RunOnlyIfIdle>
   <WakeToRun>false</WakeToRun>
   <ExecutionTimeLimit>P3D</ExecutionTimeLimit>
   <Priority>7</Priority>
   </Settings>
   <Actions Context="Author">
   <Exec>
   <Command>"C:\Program Files\Anywhere365\Scripts\SPO_Survey\WSP.A365.SharePoint.WebJob.Survey.exe"</Command>
   </Exec>
   </Actions>
   </Task>

6. Make sure that the account that performs the task has sufficient permissions to run the job, even if it is not logged in. Run with highest privileges.