Configuring SpeechMiner

This topic explains how to configure SpeechMiner after it is installed. SMConfig is used to perform the majority of the SpeechMiner configuration. For information about installing SMConfig, see Installing the Components.

SMConfig is a Windows application that can be installed on any machine on your network. Once installed it can be used to configure the entire SpeechMiner system.

The following sections describe the steps that you must perform before you can begin working with SMConfig:

Required Permissions

• The user account from which SMConfig is opened must have read, write, and modify permissions on the local installation folder and files.

• For most of the configuration changes you can perform using SMConfig, you will need Administrator privileges on the current machine or on other machines. For each configuration task described below, the required permissions are listed. If you are running SMConfig as a non-administrator user, and errors are generated during the configuration process, make sure that you have the right permissions for the task.

• The web application user used to connect to the database must have db_datareader and db_datawriter roles.

• In Windows Vista and later versions of Windows, if User Access Control is enabled, SMConfig will automatically require you to run it with administrator privileges. If User Access Control is disabled, it is recommended to manually run SMConfig with administrator privileges. To do this, right-click the SMConfig icon, and then select Run as administrator.

For more information on the permissions required for the other SpeechMiner components, see Configuring Permissions.

Encrypting the Connection to the Database

The connection between SMConfig and the database can be encrypted to ensure that confidential data cannot be intercepted and viewed by unauthorized people. This option is configured by the system administrator on the SQL database server. Three encryption settings are defined there:

• Always use encryption
• Never use encryption
• Use encryption when the user requests it

If the latter setting is implemented in your system, you can choose to use an encrypted connection when you log into SMConfig. If the database server is configured to always encrypt or not to encrypt at all, you cannot change this option when you log into SMConfig, and selecting one of the options has no affect.

Starting SMConfig

SMConfig can be run on any machine in your system in which it is installed. During installation, an SMConfig icon is placed on the desktop of the machine.

You can log into SMConfig in one of the following ways:

• Using a SpeechMiner user account
• Using the Windows account you used to log onto the PC
• Using a Genesys user account and connecting to a Genesys configuration server for confirmation

Important

Genesys Authentication is only implemented if SpeechMiner is deployed with GIR.

To open SMConfig:

1. On the desktop of the computer, double-click the file:Smconfigicon.png icon. The SMConfig - Login dialog box appears.
   
   file:Smconfig_login.png



2. Select the type of user account you want to use to log into SpeechMiner:
   • SpeechMiner Authentication: Use a username and password that are managed by SpeechMiner.
   • Windows Authentication: Use the username and password you used to log into Windows.
   • Genesys Authentication: Use a Genesys username and password.
   Important

   Genesys authentication users can only be set in Genesys Administration Extension (GAX).
3. In the Username and Password fields, type your username and password.
   Important

   If you are logging in using Windows Authentication, your username and password are inserted automatically, and the username is in the form domain\username.
4. If this is the first time you are opening SMConfig on this computer, or if you want to change the existing database settings, click the DB Settings arrow. The Login dialog box expands and displays the database settings.
   Important

   If you do not need to set or modify the database settings, skip this and the next step.
   
   
   file:Smconfig_login2.png



5. Fill in the fields as follows:

   Field	Description
   SQL Server Authentication / Windows Authentication	Select SQL Server Authentication if the username and password for accessing the database are managed on the SQL server. SelectWindows Authentication if you log into the database using the same username and password you used to log into Windows. Note: If you are not sure which option to choose, consult your system administrator.
   Server	The name of the database server Note: If the database is a named instance on the server, enter both the server name and the instance name, in the format server_name\instance_name.
   Port	The port to use to connect to the database server Note: This should normally be left as <default>, even if the database is a named instance.
   Username	The username to use to connect to the database Note: This field is not available when Windows Authentication is selected. In this case, the username is automatically taken from the username used to log into Windows.
   Password	The password to use to connect to the database Note: This field is not available when Windows Authentication is selected. In this case, the password is automatically taken from the username used to log into Windows.
   Database	The name of the database
   Encrypt connection	If encrypting the connection to the database is optional in your system, select this option to activate encryption. Note: If encryption is always turned on in your system, selecting or clearing this option will have no effect. If encryption is always turned off in your system, selecting this option will prevent SMConfig from connecting to the database server and you will not be able to log in. In this case, an error message stating, Could not connect to database. Please check database settings, will appear when you click OK.

6. If you have chosen to log in using Genesys authentication, an additional option, Configuration Server Settings, appears below DB Settings. If this is either the first time you are opening SMConfig on this computer, or you want to change the existing Genesys configuration server settings, click the Configuration Server Settings arrow. The Login dialog box expands and displays the configuration-server settings.
   Important

   If you do not need to set or modify the Genesys authentication settings, skip this and the next step.
   
   
   file:Smconfig_login3.png



7. Enter the name of the server and the port to use to verify the user information, as follows:
   • Server—Enter the name of the configuration server.
   • Port—The port to use to connect to the configuration server in order to verify the user information.

After setting or updating the configuration server host and port in SMConfig (either in the Login window, or in the Sites and Machines panel), the IIS should be restarted.

8. Click OK. You are logged into the system, and the SpeechMiner Configuration Tool (SMConfig) window opens with the first screen, Sites and Machines, displayed.
   
   file:Smconfig_sitesandmachines.png

The SMConfig interface contains panels (Sites and Machines, Reports, etc.) in which various categories of configuration settings can be accessed.

To open a panel:

• On the left side of the window, select the icon of the panel. The panel opens on the right side of the window.

Saving the Changes in SMConfig

Changes you make in one panel of SMConfig are saved temporarily if you open a different panel. Nonetheless, you must click Save in each panel to save the settings in that panel.

After you click Save, before the settings are actually saved, some settings go through a validation process. Validation ensures that the locations specified for folders and files exist and can be accessed, and checks that certain important parameters are configured properly. Certain key settings are always validated when Save is selected; you can choose to have the system validate certain others if you wish.

During the validation process, a Progress window is displayed. The window lists the stages of the validation process as they are completed, with an icon indicating the status of each stage.

Icon	Description
file:Smconfig_checkicon.png	Success: Validation of the stage was successful.
file:Smconfig_warningicon.png	Warning: Validation of the stage was successful, but some problematic issues were detected.
file:Smconfig_failureicon.png	Failure: Validation of the stage failed, because of the problems indicated. No changes to the configuration were saved.

When the process is complete, the Close button at the bottom of the window becomes active. If validation was successful, the last line of the log says Done. If the Progress window contains any stages that failed (indicated by file:Smconfig_failureicon.png ), the entire save process is cancelled. The following screenshots depict examples of each status:

file:Smconfig_successprogress.png

file:Smconfig_warningprogress.png

file:Smconfig_failureprogress.png

To see details about a warning or failure:

• In the Progress window, select the item. Details are displayed at the bottom of the window.
  
  

file:Smconfig_progress.png

After the configuration changes are successfully saved, a Restart Services message appears.

file:Smconfig_restart.png

Select Yes to restart all of the services, or No if you prefer to restart them later (either after you make additional configuration changes, or manually from the Services panel.)

This section describes how to use SMConfig to configure the Enterprise.