Defining an ODBC data source Cisco IPIVR and ICM Environment ALINEiT LLC alineit.com OVERVIEW This guideline document provides the steps needed to create an ODBC data source for the Cisco IPIVR application. Once the ODBC data source is defined, then data retrieval from the data source can be used for customized call routing. Table of Contents
DEFINING AN ODBC DATA SOURCE 3 TASKS TO COMPLETE ON IPIVR SERVERS STEP 1 OPEN THE ODBC DATA SOURCE ADMINISTRATOR STEP 2 NAVIGATE TO SYSTEM DSN TAB STEP 3 ADD THE DATA SOURCE NAME (DSN) STEP 4 CREATE NEW DATA SOURCE STEP 5 CREATE A NEW DATA SOURCE TO SQL SERVER STEP 6 AUTHENTICATION SETUP STEP 7 CLIENT CONFIGURATION STEP 8 NETWORK LIBRARIES STEP 9 USER NAME AND USER PASSWORD STEP 10 ODBC MICROSOFT SQL SERVER CONNECTIVITY TESTING 3 3 4 4 5 5 6 6 6 6 7 LINKING THE ODBC DATA SOURCE IN IPIVR 9 STEP 1 STEP 2 STEP 3 STEP 4 NAVIGATE TO DATABASE MENU USING CISCO UNIFIED UCCX ADMINISTRATION ADD NEW DATA SOURCE ENTERPRISE DATABASE SUBSYSTEM CONFIGURATION APPENDIX – NOTES FOR CISCO CRS AND ODBC DATASOURCE Defining an ODBC data source alineit.com 9 9 9 10 12 Page 2 of 15 Defining an ODBC Data Source
Before an application step can use information from a database, you must define an Open
DataBase Connectivity (ODBC) data source name. This provides information to Microsoft
Windows about how to connect the application server to an enterprise database, such as
Microsoft SQL Server, Sybase, Oracle, or IBM DB2. To set up a data source name, perform the
following steps outlined.
This is a guide specific to using Cisco IPIVR with ICM, where the Cisco IPIVR server will need
to have a defined external database using the ODBC source. This guide serves as notes, and
may include implied steps, which are not specifically detailed. Please refer to the Cisco
installation and administration guides as the primary source for setting up the ODBC resource
for your specific environment.
Tasks to Complete on IPIVR Servers
This guided outline is specific to providing an overview of the steps needed on the IPIVR server
to link to the external data source. In this guide the data source using ODBC will connect with a
SQL server. The external database is Microsoft 2008 SQL Enterprise, though the flavor of the
SQL server is not requested for this example ODBC implementation.
The steps shown will walk through adding the ODBC data source. This will need to be done on
both Cisco IPIVR A and B-side servers. Obviously, you will not be able to successfully access
the external database if you forget these steps for the other server.
Step 1 Open the ODBC Data Source Administrator
The Cisco IPIVR Server uses the Microsoft
2003 Server operating system. Navigate to
the ODBC Data Source Administrator. On
the application server, in this case the Cisco
IPIVR server, choose Start > Programs >
Administrative Tools > Data Sources
(ODBC). Once you open this item, you will
see a dialog box like the one shown below.
Defining an ODBC data source alineit.com Page 3 of 15 Step 2 Navigate to System DSN Tab
After opening the ODBC Data Source
Administrator, you will click on the System
DSN tab.
Step 3 Add the Data Source Name (DSN)
After clicking on the System DSN tab, add a
Data Source Name (DSN). Click Add
button.
Defining an ODBC data source alineit.com Page 4 of 15 Step 4 Create New Data Source
Next, you will get a dialog box entitled
Create a New Data Source.
To create a DSN for Microsoft SQL
Server, choose SQL Server and click
Finish.
Step 5 Create a New Data Source to SQL Server
You will now create a new Data Source to
SQL Server. The next dialog box will
display fields you will need to define.
Here you will need to enter the Name,
Description and Server information in the
fields.
For the Name field, enter the hostname or
IP address of the computer where the
enterprise database resides.
Enter a name and description that will
help the application designer identify the
purpose of this data source. The entry for
the Name must match the value entered
in the "Data Source Name" field in the
Application Administration web pages as
you will see later on page ####
I chose to use the Server name for all the
fields for ease of setup. For this example
the Name, Description and Server fields
are the same.
Defining an ODBC data source alineit.com Page 5 of 15 Step 6 Authentication Setup
Choose the appropriate authentication
method; Windows NT or SQL Server.
Step 7 Client Configuration
Click Client Configuration to configure the
connection between the application server
and the computer where the enterprise
database resides.
Step 8 Network Libraries
Choose TCP/IP network libraries.
Step 9 User Name and User Password
Enter a user name in the Login ID field
and a password in the Password field.
Make a note of the user name and
password you choose. You will use this
user name and password in the next
section to complete the enterprise
database configuration in the Application
Administration web interface.
Click Next to complete the DSN configuration and proceed to connectivity testing.
Defining an ODBC data source alineit.com Page 6 of 15 Step 10 ODBC Microsoft SQL Server Connectivity Testing
A new ODBC data source will be created
with the defined configuration you entered
and will display the parameters much like
you see in the example shown.
You will get a confirmation of the
successful connectivity test. This will
validate access to the external SQL server
using the ODBC connection.
Defining an ODBC data source alineit.com Page 7 of 15 The ODBC Data Source Administrator will
now show the newly defined System Data
Source you just added. In this example,
the new data source is display at the top
of the listed sources.
Defining an ODBC data source alineit.com Page 8 of 15 Linking the ODBC Data Source in Cisco IPIVR
You will need to log into the IPIVR management browser and link the ODBC data source with
the Cisco IPIVR.
Step 1 Navigate to Database Menu Using Cisco Unified UCCX Administration
After logging into the web browser
administration interface for the Cisco
IPIVR (Cisco Unified UCCX
Administration), then go to the Subsystem
menu and select Database.
Step 2 Add New Data Source
Click the Add button. You will now see
the New Datasource link located to the
right hand side.
Step 3 Enterprise Database Subsystem Configuration
Complete the need fields for the new Datasource. You will need to enter;
Datasource Name
User Name
Password
Confirm Password
Maxium Number of Connections
Then when you are have completed, click the Add button.
Defining an ODBC data source alineit.com Page 9 of 15 Step 4
Verify your newly added Datasouce. It will appear as shown in the example below.
Defining an ODBC data source alineit.com Page 10 of 15 Defining an ODBC data source alineit.com Page 11 of 15 Appendix – Notes For Cisco CRS and ODBC Datasource
External Database integration with Cisco Unified Contact Center Express 5.0
My environment:
Unified Communications Manager 6.1
Unified Contact Center 5.0
MySQL Server 5.0.45 on RH FC8
You can use query or update the external database (e.g. MySQL in my example) in your call
flow, by creating an aef script with Cisco CRS Editor.
1. Download MySQL ODBC connector from MySQL’s website:
http://dev.mysql.com/downloads/connector/odbc/5.1.html
2. Install it on the CRS server. Add a new system DSN
in Administrative tools > Data Sources (ODBC).
3. Under CRS Web admin page, go to Subsystems >
Database, add a new datasource.
Defining an ODBC data source alineit.com Page 12 of 15 4. In CRS Editor, create a script or modify your existing script using the Database Steps. Below
are several example screen shots on how to use the Database Steps.
DB Read Step
Press “Refresh Database Schema” if you don’t see the data source name you’ve just created in
step 3.
DB Get Step
You should define DB Read Step before the DB Get Step. DB Read step is used to define the
SQL statement, and DB Get step is used to store the resultset to local variable.
Defining an ODBC data source alineit.com Page 13 of 15 DB Write Step
DB Write Step is used for INSERT and UPDATE statement.
Defining an ODBC data source alineit.com Page 14 of 15 The last one DB release step is used to release the database connection.
Defining an ODBC data source alineit.com Page 15 of 15