Step 2: Configuring WFM to work with a CIC server and its workgroups

Next, configure WFM to work with one or more CIC servers. In this step, provide the information for WFM to log on to each CIC server.

To configure WFM to work with a CIC server:

1. On the Feeds page, click the Next button to display the IC Server Configuration page.

   

2. Add a new CIC server name.

   1. Click the New IC Server button.

   2. In the dialog box, type the name of the CIC server, and then click OK.

3. Add logon information for the server.

   1. Input your user name and password.

      1. In the Username text box, type a logon ID for the server.

      2. In the Password text box, type the corresponding password.

      Note:
      Alternatively, select Use Windows Auth. WFM then uses your Windows credentials to log on.

   2. In the Server Port text box, type the number 0. The Server Port overrides the port for connection to the Session Manager process. Using 0 (or leaving the text box blank) uses the default connection port to connect to Session Manager.

   Note:
   Configure the account you use to connect to the CIC server in Interaction Administrator as a master administrator account. The WFM service accesses data in your CIC server that is unavailable to other account types.

4. Click the Connect button to test the connection with your CIC server.

   WFM displays a progress bar while it makes the connection. When it connects, WFM displays a success message in the gray text box to the right of the Connect button.

5. To configure more CIC servers, repeat steps 2 through 4.

   Tip:
   If you are running CIC in a switchover environment, do not create a separate server for the backup. Ensure though that the server entered during the initial setup is the current primary server and is running. Otherwise, you cannot configure many of the other items during installation.

6. Click the Next button.

   WFM displays the Workgroups page.

   

   The Select a Feed list box (1) shows the feed for which you are selecting workgroups. If you have defined multiple feeds, use this list box to select a different feed.

   The Select a Server list box (2) shows the CIC server from which you are selecting workgroups. If you defined multiple servers for the selected feed, use this list box to select a different CIC server and choose workgroups from it.

7. In the Available Workgroups list (3), click each workgroup to monitor, and then click the Add button.

   WFM displays the selected workgroups in the Monitored Workgroups list (4).