Aspect Workforce™ 25 Installation Guide

AspectWorkforceInstallationGuide25_RevC.pdf
3.83MB
Product
Workforce Premise
Version
v25
Guide Type
Installation/Upgrade

About This Guide

This guide contains procedures for installing the Aspect Workforce™ software and optional features. Important related information can be found in the following documents:

  • Aspect Workforce™ Planning Guide — For background information about the installation process.

  • Aspect Workforce™ Release Note — For product compatibility information, including supported versions of database platforms, operating systems, and third-party products.

  • Appropriate product Release Notes documents — For information about Training, Technical Support, commenting on the documentation, and a list of additional documentation available on the Aspect documentation portal.

Review the audience and organization sections below for more details.

To view the complete guide, click the PDF attachment.

Audience

This guide is intended for the installing engineer who understands the requirements, responsibilities, and critical dates related to the Aspect Workforce™ installation. It is assumed that the necessary planning and preparation for implementation has been completed prior to installing and configuring the Aspect Workforce™ software.

This guide is also intended for supervisors, call center agents, system administrators, or network administrators who are involved in installing and configuring the Aspect Workforce™ software on a workstation or a network.

Organization of this Guide

This guide includes the following sections with corresponding beginning page numbers:

  • (16) Aspect Workforce™ System Overview — provides information about Aspect Workforce™ systems, types of installations, order of installation tasks, and installation of optional features.

  • (18) Installation Overview — provides an overview of the Aspect Workforce™ system installation and configuration process.

  • (22) Pre-installation Overview and Initial Verification — provides information about completing pre-installation tasks as well as meeting database and third-party software requirements.

  • (24) Configuring SQL Server — provides information about database roles and user accounts, and procedures for manually and automatically configuring SQL Server for Aspect Workforce™. It also provides a procedure for importing a sample database.

  • (24) Configuring Oracle — contains information about database roles and user accounts, and procedures for manually and automatically configuring Oracle for Aspect Workforce™. It also provides a procedure for importing a sample database and describes passwords and Oracle roles.

  • (47) Installing the Main Application Server for SQL Server — contains information about installing and uninstalling the Aspect Workforce™ main application server in a SQL Server environment.

  • (55) Installing the Main Application Server for Oracle — contains information about installing the Aspect Workforce™ main application server in an Oracle environment.

  • (62) Installing and Configuring WFM Services — contains information about installing WFM services including the WFM Listen service, as well as explains the TCSSERVICES user account and how to configure WFM services.

  • (121) Installing a Secondary Application Server — describes the tasks you need to complete before installation, and provides information about using the installation wizard to install and uninstall the secondary application server.

  • (127) Configuring the Aspect Message Routing Service — describes how to install and configure the Aspect Message Routing Service for use in load balancing.

  • (147) Configuring AMR for Common Scenarios — provides detailed configuration information that you can use to implement common load balancing scenarios, such as distributed TallyServer and distributed Checker. You configure these scenarios with the Aspect Message Routing Service (AMR) Configuration Editor.

  • (170) Installing User Workstations — describes the tasks you need to complete before setting up the workstation, how to install and uninstall the user workstation, and also contains procedures for installing the user workstation from the command prompt.

  • (186) Installing with a Command Line — provides instructions for installing the Aspect Workforce™ client program on a user workstation using a command line.

  • (174) Installing the Client on Windows Terminal Server — describes the tasks you need to complete to set up the Windows Server 2022 and 2025 terminal server.

  • (176) Installing the Client in a Citrix Environment — describes the steps required to install the Aspect Workforce™ client program in a Citrix environment.

  • (193) Post-Installation Administrative Task(s) — provides information about administrative tasks to complete after you install Aspect Workforce™ or upgrade to it from an earlier version.

  • (202) Upgrading for SQL Server — provides information for SQL Server users who are upgrading Aspect Workforce™ from version 20.0 or later to this version of Aspect Workforce™.

  • (217) Upgrading for Oracle — provides instructions for Oracle users who are upgrading Aspect Workforce™ from version 20.0 or later to this version of Aspect Workforce™.

  • (232) Applying Workforce Updates — describes how to set up the optional feature that lets you export Aspect Workforce™ agent schedule information into a time and attendance system.

  • (248) Appendix A Installation Checklists — contains checklists for SQL Server and Oracle RDBMS’s that you can use when installing and configuring Aspect Workforce™.

  • (255) Appendix B, File Installation Paths — contains location of the 32-bit and 64-bit files which depends on the installation path you select when installing Aspect Workforce™.

  • (257) Appendix C, Security Segregation for User Management — section highlights the security perspective by segregating the rights for business users from IT staff.

  • (258) Appendix D, IIS Logging — section provides a cursory overview of IIS and describes the basic settings that are often changed for Aspect Customer Care troubleshooting.