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This page contains advanced WhosOn options and configurations, these are provided for information purposes and
may not be covered by regular support contracts.
Some of the guides in this page may break your WhosOn instance if not followed correctly or may cause unexpected
behaviour. Please bear this mind as you proceed.
The 2019 version of the WhosOn Server has its own HTTP interface on port 8899. It will only respond to requests from hosts in the whitelist. Each request must also pass the Authentication String in the URL 'a={authstring}', e.g. http://localhost:8899/loadallsites.htm?a=AUTH
Azure SSO is only available for dedicated server or On Premise (Installable) customers.
If you want to use this with your dedicated server, please contact your account manager.
SSO works in the Settings Portal, Data Portal, Web Client and Desktop Client. WhosOn Charts is not supported.
We are using OpenID Connect (OIDC) to support SSO. OIDC is an authentication layer that sits on top of OAUTH and is supported by many providers.
OIDC is currently only supported for Azure AD. Other providers may work, but they are not tested.
To use Azure SSO you must create an Azure AD Application, the steps are provided below.
WhosOn must be running over HTTPS for SSO to work.
You may notice we are adding the nativeclient URI to the web section here - this is because although the desktop client is a desktop application, it is not performing a desktop authentication - the server is performing the authentication, but doing it out of band by messaging sent back from the desktop client. The desktop client doesn't have access to the OIDC secrets.
{ "IdDomain": "{customer-login-domain}", "IsEnabled": "true", "Name": "Azure AD", "Properties": { "TENANT": "{tenantid}", "CLIENTID": "{clientid}", "CLIENTSECRET": "{clientsecret}" } }
Use the Template OIDC JSON. Note that this JSON should be a single line for the registry to display it properly.
This integration allows users to login with their LDAP or AD password to the WhosOn components.
This is not an SSO based integration, WhosOn users will need to enter their username and password when they login.
This guide describes how to configure column level encryption against your WhosOn database and have WhosOn function against this configuration.
Some minor aspects of WhosOn will not function with column level encryption, such as: chat searching on visitor name and chat content will not work, the WhosOn survey answers will not display against the built-in reports.
Below are the recommended steps to configuring column level encryption on your database, these settings are what WhosOn has been tested against but you are welcome to try encrypted more or fewer columns than recommended, but note that any divergent configuration has not been tested.
Our technical support services are unable to provide support for this section as it relates to SQL Server configuration.
If you want to review the chat data within the WhosOn database directly you will notice that the Events are coded into short descriptors, the below list is the glossary for those descriptors.
Code | Text | Description |
---|---|---|
AC | Operator %username% Sent auto pickup request | Operator was sent an auto pickup request |
ACB | Operator %username% Auto Accept No Support | Operator was an auto pickup, though their Client does not support the request (out of sync Client and Server pairing) |
ACQ | Operator %username% acquired chat session. | Operator acquired a chat session from another user. |
ACR | Operator %username% Sent Auto Pickup Request Retry | Operator was sent an auto pickup request via a retry |
BOT | Bot %bot name% picked up chat session. | A bot accepted a chat session |
BX | Operator Blocked Visitor | Operator blocked the visitor |
CBK | %call event data% | Click to call (twilio) used to dial |
CBS | Operator requested start of cobrowse session | Upscope session start |
CNR | Chat accepted with no routing rule | Chat went through but didn't match routing rule |
CQ | Chat Queued as Operators are currently talking to other users. Queue Length %position%. expected time %expected% | Chat has been queued |
CQM | Chat not queued because the queue is full | Chat missed and not queued as the queue is full |
CQT | Chat not queued because the queue expected time is exceeded | Chat missed and not queued as the Expected queue time exceeds the configured maximum |
CS | Concierge step has taken place. | Concierge has performed an action on the session - either a step + form, a start chat, a redirect or a cancel |
CVF | Cobrowse session was ended | Upscope session end |
FLx | First line received from operator. | Operator sent its first line of the session. X is the operator index in the chat transcript table |
MR | %channel% Matched skill rule: %rule name% | Each time a chat matches a routing rule |
OC | Operator %username% Forced Closed Session | The operator clicked Exit & Close |
OF | Chat not taken as no suitable operators are online to take the chat | Chat missed as no operators were Online who had the skills to pickup the chat |
OL | Operator %username% Left The Session | The operator clicked "Exit Chat" or closed the chat window/client |
OO | Chat not taken as outside site-defined opening hours | Chat missed as outside of Site Proeprties -> Visitor Chat -> Opening Hours |
OP | Operator %username% Picked up Session | Operator picked up the chat session |
OPF | Operator %username% Failed to Picked up session as already taken | Operator attempted to pickup a chat that had already been taken by another, usually occurs on slower connections where the client screen isn't updated quick enough to inform the offending operator that the chat is no longer waiting. |
PS | Post-chat survey submitted (%visitorname%) | Visitor has submitted the post-chat survey |
QAC | Operator %username% Sent Auto Pickup Request from Queue after %waitedForSecs% seconds | Operator sent auto pickup request on a queued chat |
QALL | Chat Sent To Online Users From Queue | Queue has been configured to send to all online operators and this action has fired. |
QERR | Removed from queue due to queue error | |
QERR | Operator %username% Was Going To BE Send Auto Pickup Request from Queue after %waitedForSecs% seconds, but cannot access site | |
QERR | Chat moved from queue to active due to error in qf | |
QERR | Chat moved from active to queue because of an error | |
QL | Server Side Queue Loss of Session | |
QM | %message% | Any message from the queue - e.g. queue position and time |
QMAN | Chat Removed From Queue Manually By %username% | Chat has manually been picked up from the queue by an operator |
QON | Chat Sent To Online User From Queue | |
QR | Operator %client name% removed session from queue. Position %position% queued for %seconds waited% seconds. | An operator took a chat from the queue manually |
QTO | Server Side Time-Out of Queued Chat | |
RMS | Automatic Rule Message | used for "visitor's browser disconnected from the chat session" messages |
SC | Webhook forced closed session | A webhook service response triggered a close |
SC | - not currently used Operator started side chat Side chat started | |
SCO | Scheduled chat reopened by visitor | |
SCO | Scheduled chat reopened by operator | |
SCR | Server Side Script Closed Session | A script configured against the site's Site Proeprties closed the session |
SK | Chat shown message by skill rule (status: %status%) | Chat routing rule has the "Message" configuration and this condition was met and the message sent, followed by the status of that queue |
SK | Chat redirected to %skill% by skill rule (Status: %status%) | Chat routing rule has redirected the chat to another skill rule, followed by the status code of that queue |
SK | Chat cancelled by skill rule (Status: %status%) | Chat routing rule has cancelled the chat, followed by the status code of that queue |
SK | Chat shown message by outside hours skill rule | Chat routing has a message configured against the Outside Hours tab, this was displayed to the visitor, chat cancelled |
SK | Chat redirected to %skill% by outside hours skill rule | Outside hours chat routing action redirected the chat to another skill |
SK | Chat cancelled by outside hours skill rule | Outside hours chat routing action cancelled the chat |
SK | Chat shown message by always skill rule | "always perfrom this action" in chat routing displayed a message to the visitor, chat cancelled |
SK | Chat redirected to %skill% by always skill rule | "always perform this action" in chat routing redirected the chat to another skill rule |
SK | Chat cancelled by always skill rule | "always perform this action" in chat routing cancelled that chat |
SK | Chat expired in queue because it exceeded the maximum actual time | chat expired from a queue due to the queue time exceeding the maximum configured against the site |
SK | Chat expired in queue because it exceeded the maximum expected time | chat expired from a queue due to the queue time exceeeding the expected maximum time that has been configured against the site |
SK | Chat in queue shown message by offline skill rule | Chat routing has been configured to show a message when offline, this rule fired, cancelling the chat |
SK | Chat in queue redirected to %skill% by offline skill rule | offline chat routing action redirected the chat to another skill |
SK | Chat in queue cancelled by outside hours skill rule | offline chat routing action cancelled the chat |
ST | Server Side Time-Out of Session | No response from either visitor or agent for 15 minutes |
SX | Operator %client name% softed closed the conversation. | Operator used the soft close button in the client |
TAC | Operator %operator name% sent auto pickup request from transfer | A transferred chat that was waiting for acceptance was automatically accepted |
TFEF | Transfer failed could not be sent. | Any time when transfer couldn't complete |
TFER | Site transfer request to %targets% | A cross site transfer was succesful |
TFER | Transfer request to %targets% | A transfer was succesful |
TR | text rule forced closed session | A chat text rule was set to close the chat |
TRERR | Translation failed: %original text% | Translation service failed to work |
TRSF | Site transfer failed from %domain% to %newdomain% | A cross site transfer failed |
TRSS | Site transfer from %domain% to %newdomain% | A cross site transfer was attempted |
UC | Chat unclosed. Old state was %state% | An async chat was reopened by the client or by the customer |
VC | Visitor Closed Session Visitor | closed the chat window, or clicked Exit chat, or suffered some networking issue which caused them to disconnect |
VT | Visitor Client Side Time-Out | |
WAC | Operator %operator name% sent auto pickup request from waiting chat | A waiting chat was automatically accepted. (No skill rule, or client dropout) |