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View helpful articles, tutorials and FAQs on the set-up and configuration

of the FocalScope omnichannel suite, according to best practice.

Configure FocalScope Instance


Please download FocalScope from our website https://focalscope.com. Having installed all dependencies in the previous chapters, we are now ready to finally install and configure FocalScope.

FocalScope - Where to get it


A FocalScope instance consists of configured web directory and database and is usually used to serve a single company.

Launch your FocalScope installer and click [Next] on the installer.




You need to accept the license agreement to continue. Click [Next] to continue...




Choose where you wish to have FocalScope installed and click [Next] to continue...




Set the name of your Start Menu folder for FocalScope's shortcuts to be created in and click [Next] to continue...




  1. Since SQL server is installed on the same machine, please choose the "Use default system account" option and click [Next] to continue...
  2. The "Configure service security account" feature is documented in another guide as it deviates from the way our current SQL server is set up.




  1. Click install to continue installing FocalScope...
  2. The installation process may take a few minutes to complete.

FocalScope Installation - Instance Configuration


The next screen that opens allows us set-up our FocalScope instance. Tick the "Configure FocalScope instance" and Click [Finish] to continue...




Enter the name for your instance. This will be the "Directory name" added to your site. The site will be "http://localhost/", because we are going to install FocalScope as a virtual directory on the default site provided in IIS. The address of your Focalscope website then is "http://localhost/" + "instance name/" (In this case, the default "emm").




  1. For this setup we will use "Virtual Directory". Should you have a dedicated domain for FocalScope, please choose the "Virtual Site" option.
  2. Click [Next] to continue...




  1. Since SQL is installed on the same computer as FocalScope is being installed on, please select "User default system account" . This will use your currently logged in account to login to the SQL server.
  2. Click [Next] to continue...



 

Enter the name of your SQL server instance (This was set-up during your SQL installation). The rest of the options will suffice for this demonstration, but can be customized to your preferences. Simply click [Next] to continue...




Getting this screen with this output means your SQL server has successfully been accessed by FocalScope. Click [Next] to continue...




  1. Enter the Root accounts password (This is the master account in FocalScope with highest privileges).
  2. Click [Next] to continue...




Depending on how you purchased FocalScope, you may already have a license key or you may still need to acquire one.

  1. Select [Download license key automatically] if you don't yet have a license key. Please note: For this option you must have an active internet connection.
  2. If you received a license key prior, please select [I already have a key].
  3. Click [Next] and follow all prompts to either insert or download your activation key.




  1. It is recommended to leave these 2 options enabled. You might later want to use custom UI extensions to expand your Focalscope functionality. Adding a dependency on SQL server instance for the FocalScopeCore service means the service won't start unless it detects and active SQL server. Since FocalScope won't work without a SQL Server instance running, this option lets you know, if the FocalScopeCore service fails to start, most likely your SQL server is not running or has stopped.
  2. Click [Next] to continue...




  1. The overview screens shows the options you chose, click [Install] to finish installing your FocalScope instance.

  2. This may take a few minutes to complete.




We get a post installation status screen confirming success. Click [Next] to continue.




  1. Since you will need to know how to manually open the FocalScope web UI...
  2. Uncheck the "Open FocalScope web UI" checkbox.
  3. Click [Finish] to end the FocalScope instance configuration.

Accessing your FocalScope Instance via Internet Explorer


Open internet explorer and enter "http://localhost/emm" as the site and load it. This is only valid when FocalScope is installed as a virtual directory.

  1. You will see FocalScope's Login open.
  2. Enter Root as "User Name" and in the "Password" field, enter the one you chose during the instance setup.
  3. Click [OK] to login...

FocalScope - First Start:


Your FocalScope server is now completely installed and ready for use. Once logged in you can start setting up your user accounts and other features.



Let us help

If you have any questions, or need further support, please don’t hesitate to reach out.