As you prepare for an installation, you must gather some items, review hardware and software requirements, and then perform the installation.
Before you begin the installation, review this list of items, actions, and required permissions:
- Get access to a server to do the software installation.
- Review the cxVerify hardware and software requirements.
- Obtain the most recent copy of the cxVerify software.
- If you plan to export sessions with PDFs:
- Determine if Acoustic™ Tealeaf has been installed. If not, you will need to obtain the CX RealiTea Viewer software required for an installation.
- Install a copy of Adobe Acrobat Reader.
Installing the cxVerify software
Run the Acoustic Tealeaf cxVerify installer, TLsetup.exe, on the target server.
During the installation, you select the cxVerify components to add. The cxVerify Service extracts the session data from Tealeaf Canister and exports the session data to a variable archive or PDF.
The installer adds cxVerify to the Tealeaf menu and adds the Tealeaf Extractor Service to Windows™ services.
Configuring permissions
If you installed this product as part of a new installation of Acoustic Tealeaf, access to product features through the Portal are provided to the ADMIN group automatically.
Automatic access is also granted if you license this product for an existing Tealeaf solution and do not modify your ADMIN group permissions.
If you modify the ADMIN group and are deploying this product to an existing Acoustic Tealeaf solution, you must update menu permissions manually for that group. For all other users and groups, you must configure the appropriate permissions.
Installing the CX RealiTea Viewer
Install the CX RealiTea Viewer on the cxVerify server only if you plan to use cxVerify to export sessions as PDF files that include images.
Restarting the Management Server
You must restart the Acoustic Tealeaf Management Server if you install cxVerify on an existing server, such as the Portal Server.
Creating the cxVerify server
You must enable communications between cxVerify and the Tealeaf Portal. You must also create an instance of the cxVerify Server in the Portal Management page.
Adding a cxVerify server
In this installation step, you add the cxVerify server.
Session File Export requires an Acoustic Tealeaf cxVerify Server to manage extraction and data output.
- Log in to the Acoustic Tealeaf Portal as an administrator.
- From the Portal menu, select System > Portal Management.
The Portal Management page opens.
- In the left navigation pane, click Tealeaf Servers.
- Click the Manage Servers link. The list of currently available servers is displayed.
The list of currently available servers is displayed.
- If a cxVerify server does not exist, click New and select Acoustic Tealeaf cxVerify Server from the menu.
If a Acoustic Tealeaf cxVerify server exists, select it and click Edit.
- Edit the cxVerify Server properties.
- Select Active.
- Enter the Display Name for the server.
The default value is
cxVerify Server. - From the list, select the server that is hosting the cxVerify Server.
- Enter the port number to use. The default value is
19000. - Click Save.
The server is added to the list.
Running the test extract (optional)
Before you configure large extract jobs that involve a high number of sessions, configure a test extract of no more than three sessions.
- Configure a search that returns only three sessions. Copy the search string from the Session List page.
- Configure an Acoustic Tealeaf cxVerify task that uses this search string to retrieve the sessions. The search string can be pasted into the configuration.
- Run the task and verify the results.