CALLMaster Database Connection and Provider

CALLMaster is shipped with an MS SQL 2008 database.  The database file, CALLMasterSQL.mdf, is located in the CALLMaster\Data folder.  
During installation, CALLMaster will install SQL Server 2008 Express on the local computer and will connect the database (CALLmasterSQL.mdf) to this server.

This connection string and provider name is stored in the Windows registry.

The database connection string at installation is stored with variable DBName as follows:
        "Data Source=localhost\SQLExpress;Initial Catalog=CALLMasterSQL;Integrated Security=SSPI;Connect Timeout=5"

The database provider at installation is stored with variable DBProvider as follows:
        "Provider=SQLNCLI10;MARS Connection=True;"

Changing the CALLMaster Database Connection and Provider

If you wish to use the installation setup for the CALLMaster database, then you do not have to make any changes.

If you are running another SQL Server and wish to use this server instead of the SQL Server 2008 Express, you may need to change the connection string and/or provider. Follow the steps outlined below to change:

1. Stop the CALLMaster service from the control panel;
2. Detach the CALLMaster.mdf file from the SQL Server 2008 Express, then attach the CALLMasterSQL.mdf and the CALLMasterSQL.ldf files from the CALLMaster\Data folder to your SQL Server;
3. Make sure that you have the correct provider and connection string for your SQL server. 
   TIP: to get the connection string details, try the steps below:
   i)    Log in with the same user id as the one used to install CALLMaster;
   ii)   On the desktop right click and choose "New" - "Text Document"
   iii)   Then type "test.udl" and hit enter to rename the document. You will get a "Rename" pop up message that says "If you change a file name
   extension, the file may become unusable. Are you sure you want to change it?".  Click "Yes" to rename the document to test.udl.
   iv)   Then double click the test.udl icon to run a "Data Link Properties" wizard.  Follow the wizard to connect to your database as needed:
           a)    From the provider tab, select 'Microsoft OLE DB Provider for SQL Server'; click 'Next';
           b)    Select or enter the server name.  You may need to enter "<servername>\localhost";
           c)    Select the mode to log on to the server;
           d)    Dropdown and select the CALLMasterSQL database.  If this entry does not show then you will need to retry connecting to a different server name;
           e)    Click "Test Connection"
   v)   Once you have the "Test Connection", open the test.udl with notepad to see the connection string.
   
4. Update Windows Registry Setting:-
   i)    Option 1 - Using files provided in the CALLMaster\Bin\ folder:
           To change Provider:
                   - From the CALLMaster\Bin folder, open the CMDBProvider.reg file in Notepad and edit it for your provider setting
                     (use the provider from the test.udl file as described above). Close and save;
                   - Double click to run the CMDBProvider.reg file to set-up the CALLMaster registry to use the Provider;
           To change Connection string:
                   - From the CALLMaster\Bin folder, open the CMDBName.reg file in Notepad and edit it for your connection string (e.g. SQL Server name, security information)
                    (use the connection string from the test.udl file as described above). Close and save;
                   - Double click to run the CMDBName.reg file to set-up the CALLMaster registry to use the connection string;
   ii)    Option 2 - Using the Command prompt:
           - Open a Command window then type regedit and press enter;
           - Expand tab HKEY_LOCAL_MACHINE, SOFTWARE, SpeechSoft, CALLMaster.  Double click either the DBName or the DBProvider parameter and enter desired string in the pop-up window
             (use the information from the test.udl file as described above).
           - Close to save new info.
   
5. Start the CALLMaster Service. 
   

Separate Database for the OutcallSchedule tables

If you are using the Out Dial function, the OutcallSchedule and OutcallScheduleCompleted tables can be in a database separate from the CALLMaster database. CALLMaster allows you to set-up a connection string to point to any database desired. See Out Dial for details on how to set-up these connection strings.

You are now ready to Start CALLMaster.