OnCall IVR Designer v7.11.2, part of OnCall IVR Suite v3.3.x

IVR Designer Install Guide

After verifying that all software requirements presented in the IVR Designer Deployment Overview chapters are provided, perform the steps detailed in this article for a clean installation.

For an upgrade installation, please follow the guidance provided in the IVR Designer Upgrade Guide article instead.

Preparation

Copy the install image to a local folder on the IVR Host.
Mount the IVRDesigner_vX.X.X ISO file.
Locate the GeoIVRDesigner_clean_vX.X.X.sql SQL script file in the Database folder.
Copy it to a preferred location on the IVR Database Host.

Installation

Create the GeoIVRDesigner Database

Launch the SQL Server Management Studio application on the IVR Database Host where you copied the SQL script file in the previous steps.
Connect to the SQL server instance running on the IVR Database Host with a user account – can be either Windows or SQL Server authenticated – having sufficient permissions to create new databases and users.
Double-click on the SQL script file to have it loaded in SQL Server Management Studio.
Execute the script by hitting F5 or clicking Execute.
The script should finish without error messages. You should be seeing the "Query executed successfully." statement at the bottom of the query window.
Open the newly created GeoIVRDesigner database node at the left panel (refresh the view to have it shown up) and list the records in the NodeList table. It should contain the nodes available for the IVR flows.
List the records of the Global Configuration table and confirm the version number it presents is correct.
Open the Security node and the Logins node underneath it. The login ID *GeoIVRDesigner should be listed here.

Install the software

Launch the setup.exe file from the mounted ISO image.
The install wizard opens up.
A note appears stating that this is a clean installation of the product. It also displays a notification regarding how to upgrade from earlier versions.
Click OK to continue.
Click Next on the following screen to initiate the installation.
Browse to the preferred location to install the application. The default is C:\Program Files\Geomant\IVRDesigner
Click Next to continue.
Browse and select the database server location.
Click Next to continue.
Specify the FQDN or IP address of the IVRWS Host. Do not enable the AD checkbox if your system will not use Microsoft Active Directory integration.
Click the Install button to start the deployment process.
Click Finish when the installation is completed.

Configure Secure Connections

In case you need to enable secure network connections on the IVR Designer – which includes the link towards the IVR Engine as well – then you'll need to perform the following configurational changes after the initial installation is successfully done.

Create and deploy a certificate onto the server hosting the IVR Designer that will be used to secure the network connections on the web UI as well as the IVR Engine's IVRWS service.
Modify the binding / security mode section in the Web.config file so that it looks like this:
```
<security mode="Transport">
    <transport clientCredentialType="Windows"/>
</security>
```
The clientCredentialType parameter has a range of valid options, depending on the security mechanisms implemented in the corporate domain the IIS on the IVR Engine host is also conforming to.

For more information on the potential values, please visit the Transport Security Overview article in the Microsoft documentation.
Modify the client / endpoint section to look like this:
```
<endpoint address="https://...">
```
Where the "..." part simply means the "rest of the URL".

Testing the Application

Login to the IVR Designer webpage.

Follow the steps described in the Logging into the IVR Designer article.
Check to see if everything is available from the Toolbar on the right.
Create a simple flow.
Add the mandatory nodes and an announcement.
Debug the flow to see if it runs without any errors.
Save and publish the flow as a major version.
Open the IVR Engine Administration website and map the flow to an available and configured TELURI or SIPURI.
Call the mapped URI to test.