SightMax Live Chat

SightMax Support Apr 21 Official SightMax / KB and known issues

SightMax OPUS v4 Server Requirements
▪ Windows 2008/2012 Server
▪ MS-SQL Server 2008/2012/2014 (Express or Standard). All data is stored on your side (Private Server)
▪ IIS7, NET 4.6.1 Framework, WCF features enabled and HTTP Activation installed.

Note: The SightMax Server Software does not need to be installed on the main Web Server; it can be installed on a Virtual Machine or a standalone server and can share the server with other applications.
▪ Optionally, the SightMax Server Software can be installed in the DMZ and requires Port 80 and 443 to be open
▪ Minimum Hardware requirements are 1 GB of RAM, 1 CPU, 10 GB disk

Typical hardware specifications are a minimum of a Dual Core CPU, 2 Gigahertz (GHZ) or above with 2 GigaBytes (GB) of ram. You should have a minimum of 15 GigaBytes (GB) of hard-disk space available. If you are virtualizing, the SightMax Server has been tested on VMWare ESX/EXSi, Parallels Desktop, Parallels Server, Parallels Containers and Oracle VirtualBox.

Installation

1. Download the SightMax Server Installation file to your server’s desktop

2. Run the setup file

3. Click Next through the installation steps

4.. During the installation you will need to provide the email settings for the Windows Service notifications, SQL Server settings.

Select the SQL Server you want to use from the dropdown, or type in the SQL Server Instance Name. Example: a SQL Server 2008 Express is named (local)\SQLEXPRESS.

You will need to use Windows Authentication or SQL Authentication for the SQL Server connection. The SightMax Server needs an user with DBOWNER rights for the SightMaxDB database. After completing all steps, click Finish to finalize your installation.

5. Check if the SIghtMax Service is started in the Control Panel > Administrative tools > Services

6  Launch the SightMax Admin Console and login

user: sysadmin

password: newsysadmin

Webservice URL: the IP or hostname of the website selected during the installation. Ex.: http://localhost

7. Request a license from the SightMax Admin Console > Registration > Request license > Use your Order ID or your email address.

8. Create an Account, add a site, add a queue and Operators, then generate the chat code for your queue/

9. Place the chat code on your website (bottom of the source code before the closing </body> tag) or on a test page.

10.  Additional steps may be needed:

-enable HTTPS (if you have a SSL Certificate installed for the chat hostname): uncomment the HTTPS bindings in the C:\inetpub\wwwroot\SightMaxAgentInterface\web.config and C:\inetpub\wwwroot\SightMaxWebservices\web.config 

 
You may ignore this step if you don't have a SSL Certificate installed for the domain or subdomain used for chat.

-you may need to allow your your chat domain in the C:\inetpub\wwwroot\SightMaxAgentInterface\web.config file (search for AllowedDomains and either add your domain on a new line or edit an existing domain)

-please disable the IIS logging for the SightMaxAgentInterface and SightMaxWebServices.

Allow your Domain(s) to use the chat window:

Edit the files web.config in both folders c\Inetpub\wwwroot\SightMax\AgentInterface and Webservices and add the following line right before:  </ArrayOfString>

<string>http*://*.sightmax.com</string>

Replace "sightmax.com" with your own domain name.

Or use this to allow all domains to use your chat window.

<string>*</string>

Using the new chat window:


-generate the code from the Admin Console > Queue settings > Theme > Window Type: Inline Default > copy the code and paste it in your website footer

-add this line in your website <head> section to enable the mobile chat window for mobile devices

<meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1">
 

Operator/Admin Consoles:

The Operators will need to uninstall the current Operator Console from the Control Panel and install the new one. Distribute the setup files from the server's desktop (SightMaxOpusAdmin.exe and SightMaxOpusOperator.exe).

 

Operator Side - Installing the SightMax Operator Application 

You will need to copy the setup file and install the application on the Operator's workstations. 

The SightMax Operator console needs to be the same version as your SightMax Server and can be installed on any machine with Windows 7 or newer. 

The .NET 4.0 Framework is required.

SightMax Support Mar 23 Official SightMax / KB and known issues

SightMax OPUS Chat Window Customization Guide

 

Depending on what type of chat code you are using, you will need to locate the chat window theme folder used. Please inspect the theme name inside the SightMax chat code javascript. 

Chat Code Example:

<script type="text/javascript" src="https://livechat.sightmax.com/LiveChat7/sightmaxagentinterface/scri...&theme=framed" defer></script>

Notice the theme name is "framed". Locate this folder on the application server:

c:\Inetpub\wwwroot\SightMax\Opus\AgentInterface\Content\Themes

Customizing the look and feel of the chat window:

Customizing Images:

Go to the Server side > c:\inetpub\wwwroot\SightMax\AgentInterface\Content\Images\ folder, then view the folder as thumbnails, that way you will be able to see all the images that can be replaced.  You can simply replace them and keep the same file names and extensions.

Customizing CSS:

Please use Google Chrome > right click on the item you want to customize > Inspect Element > notice the CSS attribute and path to the CSS file.

Customizing Survey Fields:

Login in the SightMax Operator Console > Settings > Chat Surveys > make your changes and click on Replace current survey.

Advanced customizations:

The new OPUS chat window includes an API:

https://livechat.sightmax.com/livechat7/sightmaxagentinterface/docs

Integrate website variables

Edit your SightMax Chat code:

<script type="text/javascript" src="https://livechat.sightmax.com/LiveChat7/sightmaxagentinterface/scri...&variables=true&AccountNumber=YourWebsiteDynamicVariable" defer></script>

Add the variable name "AccountNumber" in your Site settings in the Admin Console

 



SightMax Support Mar 14 Official SightMax / KB and known issues

SightMax OPUS version 4.0 includes a new mobile chat window that is optimized for all browsers, screen sizes and devices.

Please review the API documentation:

http://livechat.sightmax.com/SightMaxAgentinterface/docs/Css

SightMax Support April 16, 2015 Official SightMax / KB and known issues

SightMax OPUS Server Requirements

▪ Windows 2008/2012 Server
▪ MS-SQL Server 2008/2012/2014 (Express or Standard). All data is stored on your side (Private Server)
▪ IIS7, NET 4.6 Framework, WCF features enabled.

Note: The SightMax Server Software does not need to be installed on the main Web Server; it can be installed on a Virtual Machine or a standalone server and can share the server with other applications.
▪ Optionally, the SightMax Server Software can be installed in the DMZ and requires Port 80 and 443 to be open
▪ Minimum Hardware requirements are 1 GB of RAM, 1 CPU, 10 GB disk

Typical hardware specifications are a minimum of a Dual Core CPU, 2 Gigahertz (GHZ) or above with 2 GigaBytes (GB) of ram. You should have a minimum of 15 GigaBytes (GB) of hard-disk space available. If you are virtualizing, the SightMax Server has been tested on VMWare ESX/EXSi, Parallels Desktop, Parallels Server, Parallels Containers and Oracle VirtualBox.

Installation

1. Download the SightMax Server Installation file to your server’s desktop

2. Run the setup file

3. Click Next through the installation steps until you will see the IIS Editor

4..You MUST run the IIS Editor, even if you have run it previous with previous SightMax versions.

Select the Website you want to install SightMax Virtual Directories and click Add (you can repeat this on as many websites as you want). Click close when you are done and continue with the install.

NOTE : If you will try to open IIS editor and you receive an error, please follow this KB article on how to create the SightMax Virtual Directories (in Windows Server 2008) :

http://livechatsupport.sightmax.com/entries/313083-how-to-create-si...

After you finished the step continue and click Next.

5. Enter your mail server address and email accounts for your SightMax Server to use when sending and receiving email ( Ex. SightMax will send emails regarding offline message left by visitors, missed chats etc)

6. Select the SQL Server you want to use from the dropdown, or type in the SQL Server Instance Name. Example: a SQL Server 2008 Express is named (local)\SQLEXPRESS.

You will need to use Windows Authentication or SQL Authentication for the SQL Server connection. The SightMax Server needs an user with DBOWNER rights for the SightMaxDB database.

7. Click Install and Next until the installation is completed

8. Check if the SIghtMax Service is started in the Control Panel > Administrative tools > Services

9. Launch the SightMax Admin Console and login

user: sysadmin

password: newsysadmin

Webservice URL: the IP or hostname of the website selected in the IIS Editor.

 


SightMax Support June 18, 2013 Official SightMax / KB and known issues

System requirements for SightmaxSMB Installable Server:

Operating System (dedicated server or VPS):
-Windows 2003 Server Family
-Windows 2008 Server Family
-Windows 2012 Server Family

IIS 6.0 or above with .NET 4.0
Microsoft SQL Server (either SQL 2005/2008/2012 Express or Standard)
WCF Activation if using IIS 7 and Windows 2008 Server (both HTTP and non-HTTP activation)

Minimum Hardware Requirements 1 Gigahertz (GHz) or higher processor clock speed with 1 GB of RAM;
Recommended Hardware Requirements: Dual core CPU, or Quad Core CPU with 4 GigaBytes (GB) of RAM or more.


1. Download the SightMax Server Installation file to your server’s desktop from the following location (choose the appropriate version based on the license you purchased, or plan on purchasing):

2. The install will show requirements that are not currently installed on the server. This can show the Microsoft .NET Framework 4.0. Click Install.

3. Run the installation file

4. If you did not have the .NET 4.0 Framework already installed, the .NET 4.0 Framework Web Download will start installing.

5. After your Windows server was rebooted due to .NET 4.0 installation, the setup window will appear. Click Install.

6. The SightMax Installation will start with the welcome screen. Click Next

7. Accept the agreement, then click Next

Select the location that you want the SightMax Server files to be installed to. Default is C:\Program Files (x86)\SmartMax Software, Inc\SightMax\ Click Next.

8.You MUST run the IIS Editor, even if you have run it previous with previous SightMax versions.

Select the Website you want to install SightMax Virtual Directories and click Add (you can repeat this on as many websites as you want). Click close when you are done and continue with the install.

NOTE : If you will try to open IIS editor and you receive an error, please follow this KB article on how to create the SightMax Virtual Directories (in Windows Server 2008) :

http://livechatsupport.sightmax.com/entries/313083-how-to-create-si...

After you finished the step continue and click Next.

9. Enter your mail server address and email accounts for your SightMax Server to use when sending and receiving email ( Ex. SightMax will send emails regarding offline message left by visitors, missed chats etc)

10. Select the SQL Server you want to use from the dropdown, or type in the SQL Server Instance Name. Example: a SQL Server 2008 Express is named (local)\SQLEXPRESS.

Select whether you want to use NT or SQL Authentication (this will be dimmed out if you installed the SQL Server Express)

11. Click Install and Next until the installation is completed