Dialogue Cloud

On Premises

GoLive! Online Manual
Filter:
Submit Search
Contact usGo to our support portal

Configure Surveys to SQL

(SharePoint Online Only) Pre-requisite

Note: This step is required if you are using the preferred method of application credentials and when not already executed on the site collection during template installation.

 

Configure the Surveys to SQL application as scheduled task

Note: These steps are for both SharePoint On-premises and SharePoint Online.
Warning: Find your site collection URL and Client Secret code. If you lost your Client Secret code, you can generate one by following guide below.

  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:

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

    Site Collection = For all sites in this site collection:

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

    Site = Only for this site:

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

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

      <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:

    <?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.

 

Prerequisites

Make sure the following prerequisites are met

  1. User is SharePoint Online global administrators and tenant administrator for the Office 365 tenant

  2. Install SharePoint Online Management Shell

    https://www.microsoft.com/en-us/download/details.aspx?id=35588

  3. Install PowerShell PowerShellGet

    1. Open PowerShell as administrator

    2. Run:

      Copy
      PowerShell
      Install-Module –Name PowerShellGet –Force
      Update-Module -Name PowerShellGet

  4. Install "Microsoft Online Services"

    1. Open PowerShell as administrator

    2. Run:

      Copy
      PowerShell
      Install-Module -Name MSOnline

 

Generate

Note: Generating a new secret won’t affect to old one, the current Client Secret will be active until it expires

Note: If the client secret is already expired, creating a new app is recommended: UCC Creator - Install Manual “Register SharePoint App (only for SharePoint Online)”

  1. Run Powershell as administrator

  2. Run the following cmdlets: (Change the client id value to your client id)

    Copy
    PowerShell
    Connect-MsolService
    $clientId = 'clientid'
    $bytes = New-Object Byte[] 32
    $rand = [System.Security.Cryptography.RandomNumberGenerator]::Create()
    $rand.GetBytes($bytes)
    $rand.Dispose()
    $newClientSecret = [System.Convert]::ToBase64String($bytes)
    New-MsolServicePrincipalCredential -AppPrincipalId $clientId -Type Symmetric -Usage Sign -Value $newClientSecret
    New-MsolServicePrincipalCredential -AppPrincipalId $clientId -Type Symmetric -Usage Verify -Value $newClientSecret
    New-MsolServicePrincipalCredential -AppPrincipalId $clientId -Type Password -Usage Verify -Value $newClientSecret
    $newClientSecret

  3. Copy outcome and save it