Install Primary Director Server in a Switchover Pair

Use the Interaction Director Server Setup wizard to install Director server as the primary server in a switchover pair. After installing the primary Director server, complete the steps to Install Secondary Director Server in a Switchover Pair. If you don't require switchover, see Install Director Server Without Switchover.

To install a primary Director server in a switchover pair

1. On the primary Director server in the switchover pair, run Director.msi. The Welcome page of the Interaction Director Server Setup wizard appears.

2. Click Next. The Custom Setup page appears.

   

3. Click Next. The Select License File page appears. It displays the ID of the Director server.

   

4. Click Browse. The Open dialog box appears.

5. Click the Director license file and then click Open.

   

6. Verify that the correct license file appears and then click Next. The Domain User Validation page appears.

   

7. Do the following:

   1. In the User box, type the ID of the Director administrator.

   2. In the Password box, type the numeric password for the Director administrator. If you are in a secure location where no unauthorized people can see your screen, select the Display Password in Clear Text check box so that you can see what you're typing.

   3. In the Domain box, type the name of the domain for Director to work in.

   4. Click Next. The CIC Site Name page appears.

      

8. Do the following:

   1. In the Site Name box, type a name for your Director server. This name is whatever you choose.

   2. In the Site ID box, type a unique number (between 0 and 999) not assigned to any other Director or CIC server in your organization.

      Note:

      Assign a unique Site ID to the Director server and ensure that every CIC server in the environment has a unique Site ID.

   3. Click Next. The Switchover Information page appears.

      

9. Do the following:

   1. Select This server is part of a Switchover Pair .

   2. Click Active Switchover Server.

   3. In the Enter the hostname of the other Director Server in the pair box, type the host name (Windows machine name) of the secondary (backup) server and then click Next.

      The Director User Account Creation page appears.

      

10. Do the following to establish a user ID and password for accessing the Director server later when using Interaction Designer or Interaction Administrator:

    1. In the Account Name box, type the user ID for administrative applications (such as Interaction Designer and Interaction Administrator) to use on the Director server. The commonly used name is IDIR, but you can use any name that you want.

    2. In the Password box, type the password for administrative applications to use. If you are in a secure location, select the Display Password in Clear Text check box so that you can see what you are typing.

    3. In the Confirm Password box, retype the password and then click Next. The Ready to Install Interaction Director Server page appears.

       

11. Click Install. The wizard displays a progress bar as it installs Director.

    

12. When installation completes, click Finish. The Interaction Director Server Setup dialog box appears.

    

13. Click Yes. The Director server is not ready for use until after it restarts.

14. After the server restarts, log on using the same domain credentials. Interaction Director server is ready for use.

    Installation does not add icons to the desktop, but the following shortcuts appear under Start > All Programs > PureConnect:

    Interaction Administrator Interaction Designer Trace Configuration Utility

    Switchover Control Panel Log Viewer Online Documentation

    Note:

    When Interaction Administrator runs against a Director server, it displays Interaction Director containers only, and not the full set of containers for configuring CIC. For more information about Director containers in Interaction Administrator, see Interaction Director Containers.

15. Click Start > All Programs > PureConnect > Switchover Control Panel.

16. The Switchover Control Panel appears. If the name of the primary (active) Director server appears, the primary Switchover Server implemented correctly. There isn't a secondary (backup) server listed since you haven't configured it yet.

    

17. Click Exit.

18. Complete the steps to Install Secondary Director Server in a Switchover Pair.