INSTALLATION and CONFIGURATION GUIDE

Transcription

INSTALLATION and
CONFIGURATION GUIDE
OAISYS Installation and Configuration Guide
0
CONTENTS
Overview.................................................................................................................................... 3
Materials Needed ...................................................................................................................... 4
Software Installation .................................................................................................................. 5
Hardware Requirements ........................................................................................................ 5
Downloads Required .............................................................................................................. 7
OAISYS and VMWare ............................................................................................................... 8
Requirements ............................................................................................................................ 9
Installation Steps ..................................................................................................................... 10
Hardware Installation ............................................................................................................... 26
PRI/T1 Hookup .................................................................................................................... 27
Digital Station Hookup.......................................................................................................... 27
Analog Hookup .................................................................................................................... 28
VoIP Hookup ........................................................................................................................ 29
Radio Tap Hookup ............................................................................................................... 29
SMDR / CTI Integration ........................................................................................................... 30
Launch Software ...................................................................................................................... 31
Register System ...................................................................................................................... 33
Keyless Licensing ................................................................................................................ 34
Hardware Key ...................................................................................................................... 36
Configure IP Address ........................................................................................................... 39
Rules and Actions ................................................................................................................ 41
Configure Alarms ................................................................................................................. 42
Configure Email Settings...................................................................................................... 43
Configure Voice Boards ....................................................................................................... 44
1
Verify Port Settings .............................................................................................................. 45
Configure Recording Ports ................................................................................................... 46
Check Port Connections ...................................................................................................... 47
Network Configuration.......................................................................................................... 48
Set Backup / Purge Destinations ......................................................................................... 49
Recording Trigger LIsts and Call Filters ............................................................................... 50
Assign Triggers to Call Filters .............................................................................................. 51
Create a User ....................................................................................................................... 52
Check the User .................................................................................................................... 53
Additional Information .............................................................................................................. 54
Installation Configuration Checklist .......................................................................................... 55
2
OVERVIEW
The purpose of this document is to guide a technical administrator through the process of
installing an OAISYS recording solution. This guide is applicable to both the Talkument and
Tracer call recording solutions for the current product release.
These instructions assume a working knowledge of Windows and general setup procedures.
The guide is organized as follows:

The “Software Installation” section describes the process for installing the software
prerequisites and the OAISYS recording software on a dedicated hardware platform.

NOTE: If you are installing an OAISYS Recording Server or Appliance, the software
installation process has already been completed by OAISYS.

The “OAISYS and VMWare” section describes VMWare virtualization support for the
deployment of OAISYS Solutions and the associated requirements.

The “Hardware Installation and Configuration” section describes how to install and configure
your OAISYS-enabled hardware platform.
3
MATERIALS NEEDED
OAISYS Recording Server
or Appliance
Y-Jack Splitter
(or comparable hardware platform)
(T1/PRI Taps)
Crossover Cable
(T1/PRI Taps)
Punchdown Block
Amphenol Cable
(Station or Analog Taps)
(Station or Analog Taps)
Monitor
Biscuit Block(s)
Managed Network Switch
(Analog Taps)
(VoIP Taps)
Line Wire
(Station or Analog
Taps)
NOTE: For installations using a customer-provisioned hardware platform (not an
OAISYS Recording Server or Appliance), only the OAISYS software is provided.
4
SECTION 1: SOFTWARE INSTALLATION
SOFTWARE INSTALLATION
The following pages in this section will guide a technical administrator though installation of the
OAISYS call recording software on a dedicated hardware platform. The dedicated server is
provided by the customer and must not have any applications installed on it that are not
referenced in this section. Complete the installation of the software in the order presented
within this guide.
HARDWARE REQUIREMENTS
Many factors go in to selecting the best hardware platform to meet your call recording needs.
Consider how many ports you plan to record and how many call recordings you would like to
store online.
VoIP call recording (with the exception of Mitel Secure Recording Connector and ShoreTel
TAPI_WAV configurations) requires a Managed Networe Switch with port mirroring and
requires two network interface ports. One port provides connectivity to the LAN and for client
access. The second port is dedicated to capturing VoIP traffic.
Digital Tap systems (Station Tap, Digital Trunk Tap, Radio Tap, and Analog Tap) will require a
server chassis with the capacity to hold full length PCI cards. These are full-sized cards and
require the entire length in the chassis. VoIP systems require no additional hardware beyond
a dedicated NIC, but if there are any future plans to add TDM recording hardware, the chassis
and motherboard must support full-height and full-length PCI.
**See table on the following page
5
OAISYS
CPU
Storage
Recording
(SATA
System
HDDs)
Appliance
Quad
Core
2TB
RAM
8GB
Operating
SQL
PCI
System
Server
Slots
Windows
2008
7
Express
1 PCI
Network
2x
Gigabit
Chassis
Other
1U
1-350 total ports (Up to 350 VoIP; up to 48 digital trunk; up to 8 analog trunks)
500GB
Advanced
Plus with
RAID 1
DVD+RW
RAID 1
Quad
Core
&
Windows
2008
Server
Workgroup
8GB
2 PCIe
2008
2TB RAID
4 PCI
2x
Gigabit
Fault
4U
tolerant
power
supply
1
1-350 total ports (Up to 350 VoIP; up to 192 digital (4x48) trunk; up to 96 analog (4x24) trunks, up to 96 digital
(4x24)stations)
Archiving
Quad
Appliance
Core
3x1TB
8GB
Windows
2008
2x
7
Workgroup
Gigabit
1U
Stores up to ~400,000 hours of call recordings
Screen
Recording
Server
2008
Quad
Core
3x1TB
8GB
Windows
Express
7
2x
Gigabit
1U
1-100 Screen Recording ports
NOTE: Port count varies by platform
*SQL Server 2008 R2 Workgroup, Standard, and Enterprise Editions require Windows Server 2008. SQL 2008 Express w/ Advanced
Services supports both of the Operating Systems listed above.
**NOTE: Tracer 7.0 supports 32 bit and 64 bit OS; server and client installations are supported.
** ShoreTel TAPI-WAV integration requires a ShoreTel TAPI Application Server software license and Windows Server 2008 or
Windows Server 2003 OS.
ShoreTel version 10.1 and lower requires the same version of the OS be installed on both the Headquarters Server and the OAISYS
Recording Server.
**NOTE: ShoreTel only supports Windows 2008 R2 for 64-bit installs of their TAPI application server.
6
DOWNLOADS REQUIRED
The following prerequisites must be downloaded prior to installation.
***DO NOT INSTALL THESE PROGRAMS AT THIS TIME***
***DOWNLOAD ONLY***

.NET Framework 3.5 SP1 and 4.0

AudioCodes (AiLogix) Driver version 5.7
o (DP3200 / DP4800 / PT boards not supported)

Sentinel USB Driver

SQL Server 2008 Express w/Advanced Services (if appropriate)

OAISYS Recording Server Software

DirectX
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OAISYS AND VMWARE
VMware support is now available with OAISYS solutions version 7.0 and later. Virtualization
combines server resources onto one host server and reduces the number and identity of
individual physical servers, processors, and operating systems. The host server can be
divided into multiple isolated virtual environments. These virtual environments can run the
OAISYS software; Tracer, Talkument, and Tracer Screen Recording.
Benefits of virtualization include:

Consolidation of applications onto fewer servers

Expense reduction through reduced hardware, power,
cooling, and administrative costs.
The illustration provides an example of a Virtual Server
running several virtual machines, and demonstrates how Tracer, Tracer Screen Recording,
and other VMware-compatible third-party applications can be configured.
NOTE: To deploy an OVF template, refer to: http://tinyurl.com/7sr8ocq
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REQUIREMENTS
 OAISYS version 7.0 or higher
NOTE: Keyless licensing is supported in Version 7.1 or higher
 OAISYS uses VMware VSphere 4.1 and 5 (ESX and ESXi) with OAISYS keyless
licensing
o Version 6.x requires network USB or USB-passthrough
o Onboard USB is supported with Vsphere versions 4 and 5 when keyless
licensing is not used
 Each OAISYS application (Tracer, Talkument, and Tracer Screen Recording) will
require a set of reserved requirements
 OAISYS recommends server-class processors such as Intel Xeon for the host
platform
 If using AudioCodes/Smartworks—Version 5.7 or higher is required
Processor and Memory Requirements per Port Capacity
100 Ports (6.3 or later) and
50 Ports (for 6.2)
200 Ports (6.3 or later)
and 100 Ports (for 6.2)
350 Ports (6.3 or later)
and 200 Ports (for 6.2)
Screen Recording
up to 100 Ports
2.8 GHz
3.0 GHz
3.0 GHz
3.0 GHz
(2 Processors)
(2 Processors)
(2 Processors)
(2 Processors)
2 GB of Memory
2 GB of Memory
4 GB of Memory
2 GB of Memory
**All CPU and Memory values are minimum reserve requirements
DRIVE SPEED REQUIREMENTS 6.3 or later) and 50 Ports (for 6.2)
SATA drives up to 3Gbps data rate and 7200rpm spin rate
EXPECTATIONS
OAISYS can provide a virtual “image” containing an unlicensed OS, OAISYS software, and all
of the supporting modules.
NOTE: The virtual “image” contains an unlicensed OEM/Retail OS version; we do not offer a
volume license option. The customer must provide their own third-party software, OS and SQL
licenses when using a VMware template. This image will be available as a VMware template
(also known as an “appliance” or “blade”). Three template options are available:
1. Windows 7 with SQL Express
2. Windows Server with SQL Express
3. Windows Server with SQL 2008 R2
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INSTALLATION STEPS
1. Install Operating System or Recording Server
NOTE: We recommend naming your server prior to installation of OAISYS Software
IMPORTANT: Use Run as Admin option when running setup files (right-click on .exe to
access the option)
Here are some guidelines for Windows7 and Windows 2008
2. Disable User Account Control (Windows 2008) or Select Lowest Level (Windows 7) through
the Control Panel  User Accounts/Family Safety  User Accounts
a. Disable Data Execution Protection (DEP)
i. Run command prompt as Admin
ii. Run the following command:
bcdedit.exe/set{current} nx AlwaysOff
b. Disable Internet Protocol version 6 (IPV6)
i. Disable it in the properties of each network adapter
ii. Also add the following registry value:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\
Services\tcpip6\Parameters\
Dword=DisabledComponenets
Decimal Value=255
3. Install Powershell through Windows Update (Windows 2008)
a. Enable IIS, ASP.NET, and Active Server Pages
b. See Microsoft documentation if needed
4. Apply OS Service Packs and Windows Updates
a. Required reboot after updates installed
5. Install .NET Framework Service Packs (.NET 1.1, .NET 2.0 SP1, .NET 3.5 SP1)
a. Download latest Microsoft Updates after installing .NET 3.5 SP1 and 4.0 when
prompted
6. Install Acrobat Reader (if needed)
http://get.adobe.com/reader/
7. Install Sentinel USB Driver (for the USB licensing dongle)
10
8. Install AudioCodes (Ai-Logix) Driver
a. Unzip downloaded file to a new folder
b. Run Setup.exe
c. Uncheck the following boxes after install  Click Finish
11
d. Shut down server and install Audio Boards (Optional)
i. Use the default settings in the Found New Hardware Wizard
9. Microsoft SQL Server (Standard or Express)
Requirements for Stand-Alone SQL Server

Windows Server 2008 R2 Standard SP2 x64

Q9550 Core2 Quad @ 2.83GHz

8GB RAM

1 SATA HDD for OS

1 SATA HDD for DB

Maximum calls in the database = 3 million
NOTE: Please use SQL Server 2008 Express Advanced Services R2. Issues were
discovered installing just SQL 2008; download the 32 bit version here:
http://go.microsoft.com/?linkid=9729748
Or the 64 bit version here:
http://go.microsoft.com/?linkid=9729749
10. This is the install screen
a. Click on the Installation option on the upper left side
12
b. From the installation screen, click the link for New SQL Server stand-alone installation
c. Once the setup support files are complete, verfiy there are no failures at the top of the
page  Click OK
13
d. This is the free edition; there is no license code to install. If a full version of SQL is
being installed, enter the product key on this screen  Click Next
e. Scroll to the bottom of this screen  Accept the license agreement  Click Next
14
f. Click Install at the bottom of this screen
g. Verify there are no failed operations at the top of this screen  Click Next
15
h. Click the Full-Text Search and the Management Tools options  Click Next
i.
Select the Default Instance or Named Instance (verify a name is provided if Named
Instance is selected)
NOTE: Named Instances are supported in SQL 2008 and later versions.
j.
Click Next
16
k. No modifications on this screen  Click Next
l.
If appropriate for your configuration, change the SQL Database Engine to the Network
Service account
17
m. Choose Mixed Mode  Enter a password
NOTE: Keep the password as you will need it when creating database logins
n. Leave both checkboxes empty  Click Next
18
o. Verify there are no failed operations  Click Next
p. Click Install
NOTE: Depending on your hardware capabilities, the SQL installation may take up to 30
minutes or more.
19
q. Click Next
r. The installation of SQL 2008 should be complete; the following screen should display
NOTE: If any updates need to be applied to the SQL server installation, do so now.
20
11. Launch the SQL Configuration Manager to set the SQL protocols.
Start  All Programs  Microsoft SQL 2008 R2  Configuration tools  SQL Server
Configuration Manager
a. Expand SQL Server Network Configuration  Select Protocols for your appropriate
instance. If using the default instance, it will be shown as Protocols for
MSSQLSERVER. If multiple instances are installed, each one is configured
independently.
b. Set both Named Pipes and TCP/IP to Enabled
c. Double-click on TCP/IP  Go to the IP Address tab
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d. From the IP Address tab  Verify IP1 Active and Enabled are set to Yes
i. Set the IP Address listed for IP1 to the actual IP Address of the OAISYS Server
e. Verify IP2 Active and Enabled are set to Yes
i. Set the IP Address to the loopback address (127.0.0.1)
f. Optionally, you can change the settings for using static or dynamic ports here.
NOTE: If installing SQL behind a firewall, please see the instructions located here:
http://msdn.microsoft.com/en-us/library/ms181087.aspx
See the section titled Using a Firewall
g. Set the SQL Browser windows service to Automatic startup  Start the service
22
h. Install OAISYS Recording Server Main Setup
i. Select the Setup button to begin
i.
If this is a first time install, you will be prompted to install WinPCap – this is a
requirement
j.
If WinPCap is already installed, you may see the following dialog:
23
12. After installing WinPCap, you are presented with the Installation Wizard for the OAISYS server
a. The default options are fine  Select Next all the way to the end
b. Toward the end of the installation, the following dialog will appear when installing the
drivers for the OAISYS Triton board; this is a requirement with or without the board
c. The Setup Wizard will come to an end  Select Finish
i. You will be prompted to Reboot  Reboot is required
24
13. Create Database Users: Click on Start  Programs  OAISYS  Create New Database
Logins
NOTE: This applies to creating users on the OAISYS server. If configuring a stand-alone
SQL server, this option is not available as the OAISYS software is not installed there.
a. Fill in the blanks: Database Server = Hostname of the server housing the OAISYS
databases
b. If using the default SQL instance, you only need to specify the hostname
c. If using SQL named instances, specify the hostname and instance name in the
following format: hostname/instancename
d. If the OAISYS Server is also the primary call data server, it is highly recommended to
use localhost. This will be the most typical setup. The SA Password is the one
established while installing the SQL server.
e. Click on Find/Create
NOTE: Logins will need to be created on each OAISYS Server. If using a stand-alone
SQL server to host the OAISYS databases; logins must be created there as well.
f. Once the OAISYS user is created  Click Close
NOTE: OAISYS is not responsible for troubleshooting hardware issues, network
performance or behavior.
25
SECTION 2: HARDWARE INSTALLATION
The following section; Hardware Installation will guide you through the remaining steps of
hardware installation for an OAISYS-enabled platform. The subsequent sections detail the
steps associated with the initial launch and basic setup of the OAISYS software.
HARDWARE INSTALLATION
This portion of the guide describes the installation of an OAISYS-enabled hardware platform,
and includes the following types of hookups and integration:

PRI/T1 Hookup

Digital Station Hookup

Analog Hookup

VoIP Hookup

VOX Hookup
26
PRI/T1 HOOKUP
1. Use Y-Jack Splitter to duplicate the incoming line
2. Send the original line back to the PBX
3. Send duplicated signals to the OAISYS platform Voice Board
Network
Element
(T1/PRI)
RJ45
Y-Jack
(splitter)
RJ45
Straight-Thru
Cable
Customer PBX
T1 or
PRI
Board
RJ45
Dual T1/PRI
Voice
Board
T1 Cross-over
Cable
Span 1
RJ45
Span 2
DIGITAL STATION HOOKUP
1. Connect through 66 Block or loop to 110 Block
2. For VOX recording of Digital Stations, program the Ai-Logix board for your PBX type.
Control Panel  SmartControl
66 Block
27
ANALOG HOOKUP
1. Cross connect to Biscuit Block(s)
2. Connect Biscuit Block to Analog board with a standard RJ-11 patch cable
OR
1. Cross connect to Biscuit Block(s)
2. Wire to Amphenol Cable
3. Run Amphenol Cable to Server
OR
1. Wire Amphenol Cable out of Server to 66 Block
2. Cross connect CO9s) to 66 Block (refer to Digital Station Hookup)
28
VOIP HOOKUP
1. Network Data Collection – Including RTP caputre and SIP trunking solutions. Requires
MIRRORED port on Managed Network Switch to collect IP packets. Use the motherboard
NIC during setup.
IP Card
Network Switch
Mirror Port
OAISYS Server
For direct PBX integration (ShoreTel TAPI Wav, Mitel 3300 SRC, etc.) see specific setup
documentation at: http://www.oaisys.com/documentation.aspx
RADIO TAP HOOKUP
1. Wire output line of Radio Receiver/Phone to RJ-11 Jack and plug to analog board (8 or less
Analog)
2. Wire output line of Radio Reciver/Phone to Amphenol Cable and plug to analog board (9 or
more Analog)
29
SECTION 3: CONFIGURATION
SMDR / CTI INTEGRATION
1. Navigate to Services Manager
2. Find CTI/SMDR stream for your system
*If connecting through another Net Server (legacy), choose the Level2OAIReplicator service
regardless of the PBX type
3. Change to Automatic Startup
4. Press play to begin running
5. Stop and Restart Services using batch files in
C:\Program Files\CTS.NET\start.oaisys.Services.bat/stop.oaisys.service.bat
PBX:_________________
30
LAUNCH SOFTWARE
1. Verify your local IP address range using the OAISYS Network Configuration tool.
This tool is launched from
Start  All Programs  OAISYS  Network Configuration
2. In the IP Address tab, make sure that all local IP Addresses that will be connecting to the
Recording Server are accounted for.
3. When using SQL named instances, specify the instance name only in the Local Data Server
tab.
a. This is specified independently for each OAISYS Server.
4. When using the SQL default instance, this will be left blank.
31
5. On the Call Data Server tab, specify the hostname of the primary call data server. If using
SQL named instances, also specify the instance name using the hostname/instancename
format
6. If using default SQL instance, only specify the hostname
7. On the Net Server tab, specify the Net Server hostname and ports.
a. Indicate the port that must be opened on the firewall for remote users to have access
to the Recording Server (default will typically be Port 8768).
32
REGISTER SYSTEM
1. Open an internet browser  Open the Management Studio Client
Web Address:
http://IPaddress/ManagementStudio/
http://Servername/ManagementStudio/
2. You will receive a dialog box advising you of an “Invalid License” notification and the option to
Login or Shutdown
33
3. Select Login  You will be prompted to add a username and password
Username = sysadmin
Password = sysadmin
KEYLESS LICENSING
1. The system will present your Keyless Licensing Registration screen
2. Enter your Lock Number and Registration ID
Example:
Lock #: SW1713145582
Registration ID: 27797
NOTE: Constant communication with the OAISYS server via internet access is required
3. Enter the appropriate contact information  Click Request Registration
4. The system will communicate with the OAISYS server to validate the registration and Web
Link Status will display a green light to indicate an operating status
34
5. Once registered, this is what the Licensing tab should look like
6. A yellow light indicates the Service Center is not responding
35
HARDWARE KEY
If you are using a hardware key, the system registration is a little different.
Open an internet browser and navigate to: http://www.oaisys.com
1. Go to Support  Technical Support  License Codes
2. Paste the serial number into the Lookup License field  Click Enter
36
3. Once the system processes the license, it will generate a code.
a. Copy that code and return to Management Studio
b. Using the copied registration code, return to the Licensing tab  Click on the Apply
Enabler Code button
c. This will launch the Apply Enabler Code window
d. Enter the code  Click Apply
37
e. It will take a few moments for the system to process the enabler code and connect to
the server.
f. After all enabler codes are applied and processed  Shutdown and restart
Management Studio
38
CONFIGURE IP ADDRESS
1. Based on your Information Stream, expand the CTI or SMDR application and enter the 1st
sub-group displayed
2. Enter the IP address of the phone switch (or other OAISYS computer on site). For CTI, first
click Setup.
39
The CTI integration type must be set in the Recording Manager screen
40
RULES AND ACTIONS
1. Used in Alarm notifications
2. Double-click the Action displayed or click Add to create a new alarm
3. Enter the email address of the designated recipeint
41
CONFIGURE ALARMS
1. Double-click on the displayed alarm or click Add for a new alarm
2. Select the severity levels to receive notifications
3. Choose for the previously created Action to be performed
42
CONFIGURE EMAIL SETTINGS
1. Enter server host of the email server on the network
2. Server Port is typically 25
3. Enter username and password if a secured connection is required
4. Enter the From Email Address
43
CONFIGURE VOICE BOARDS
DIGITAL TRUNKS

Signaling is set using the Admin  Recording Manager  Spans for an OAISYS board or via
Smart Control panel for AiLogix/AudioCodes boards.

Verify that trunks are plugged into proper ports on the voice board (Blink LEDs)

Make sure trunk signaling, framing, and coding are correct
ANALOG TRUNKS

No additional board configuration needs to be done.
DIGITAL STATIONS

Audio Codes Hardware/Driver **
VOIP

Disable network protocols to network card associated with Port Mirroring.

SIP trunks - Audio Codes Hardware/Driver **
RADIO TAP

No additional board configuration to be done
**Configurations for this board be done through Control Panel  SmartControl
44
VERIFY PORT SETTINGS

Make sure Total Ports are correct

Assign the appropriate number of VoIP, Snoop, and Screen Recording Ports (if applicable)

Recording share should read “Recordings” - If the Recordings folder does not exist, create it
and specify the path to it.

Select VoIP settings per specific integration
**see PBX integration guides for more information
http://www.oaisys.com/documentation.aspx
Communications Platform Specific Documentation
45
CONFIGURE RECORDING PORTS
Ports can be enabled and configured independently or if the configuration is the same for all
ports; configure the first port, then go to Recording Manager  Copy Ports.
Trunk tap: Enter the trunk number in the Extension field and select the appropriate trunk type
from the drop down list.
Analog Trunk tap: Enter the trunk number in the Extension field & select the appropriate
signaling type (loop, ground, etc.).
Digital Station tap: Enter the digital station number in the Extension field.
VoIP tap: Enter the extension number in Extension field and, if applicable, enter IP information
(see additional guides for direct PBX integrations, RTP, or SIP Trunking).
Radio Tap: Enter a descriptor for the device in the Extension field (i.e. Radio1, Phone1, etc.),
check box for VOX Tap, and program seconds of silence between calls before new call
records will be created.
NOTE: Hot Desking with RTP capture is only supported with VOX IP Packet Sniffing
(Mitel).
PBX Integration Guides are available at: http://www.oaisys.com/documentation.aspx
46
CHECK PORT CONNECTIONS
Ports should read IDLE or RECORD
47
NETWORK CONFIGURATION
1. This section guides a user through LAN and WAN client configuration for systems with Tracer
already installed
2. In the IP Address tab, ensure the range of IP Addresses in the bottom match the range of IP
Addresses that will be linking into the Recording Server
3. In the Net Server tab, assign the appropriate server name and ports for the Local Clients, LAN
Clients, and WAN Clients according to your specific configuration.
NOTE: The port that must be opened on the firewall for remote users to have access to
the Recording Server (default will typically be Port 8768).
48
SET BACKUP / PURGE DESTINATIONS
1. Used to remotely store voice documents past the hard drive capacity of the Recording Server.
2. Default settings will delete calls when the recordings drive is full
3. Choose Move documents from the Recording Drive to another storage location
4. Browse to networked storage location in newly displayed Destination Directory
5. Change Threshold, Date and Media Type options to match your preferences (optional)
6. Click Save
NOTE: Purge settings are for database maintenance
49
RECORDING TRIGGER LISTS AND CALL FILTERS
1. You must create call filters to identify the target calls prior to establishing triggers for
recordings
2. If based on list variables, select the appropriate type of list and click the + sign to add
3. Type a description for the list and check the box to Create a Call Filter for this list  Click
Save
4. Expand the specific list folder and click on your newly created entry
5. Move or Add the appropriate variable to the (left side) members table (for Schedule lists, mark
the appropriate times)
6. To base your recordings or actions on additional criteria (including call direction and duration),
go directly to the Calls folder  Click on Call Filters  Click the + sign to add a new call filter
7. You can also customize existing Call Filters with these variables by clicking on the Call Filter
and adding additional criteria.
NOTE: Extension importing is currently supported on the Mitel 5000, Toshiba CIX/CTX,
ShoreTel, and Avaya TSAPI. Once CTI mode is initiated, importing extensions from the
PBX will take approximately 15 minutes. In SMDR and Mitel 3300 environments, extension
information must be inserted manually.
50
ASSIGN TRIGGERS TO CALL FILTERS
1. Used to identify which calls will be recorded
2. Navigate to Recording Manager  Open Recording Rules  Click on Call Recording Rule
3. Move the appropriate call filter from the right-hand exclude column to the left-hand include
column
4. Choose the appropriate radio button to indicate when this group of calls should be recorded
51
CREATE A USER
1. Highlight User  Click the + sign to create a new user
2. Enter all user information in the profile screen  Click Save
52
CHECK THE USER
1. Make at least one call to or from the extension of the newly created user
2. Log in to Management Studio with the username/password for that profile
3. Search the My Calls folder for a record of the test call
53
ADDITIONAL INFORMATION
OAISYS provides access to a wide variety of technical documentation, including user guides,
API development guides, and platform documentation for your convenience. View this
information at http://www.oaisys.com/documentation.aspx
RELATED DOCUMENTATION
Current Release
Installation Guides
User Guides
SIP Implementation
Screen Recording
Additional Technical Information
Previous Release
Installation Guides
User Guides
Screen Recording
Communication Platform Specific Documentation
Avaya
BroadSoft
Mitel
ShoreTel
Toshiba
TRAINING OPTIONS
For access to complimentary OAISYS training tools, including instructor-led web-based
training and pre-recorded training videos, please visit: http://www.oaisys.com/training.aspx
TROUBLESHOOTING
For additional troubleshooting information, please review our Installation Troubleshooting
Guide, which can be downloaded here:
http://www.oaisys.com/downloads/troubleshooting_guide.pdf
54
INSTALLATION CONFIGURATION CHECKLIST
Use this checklist to help track completion.
Installation Date:
End User Name:
Serial Number:
Tech Name:
Contact Info:
PBX Type:
Recording Type (choose one):  Trunk
 Station Side
PBX Integration (choose one):  CTI
 SMDR
 None
Mark Completed OR Not Completed (explain if needed):
System Registration:
 Complete
 Not Complete
PBX Integration (connection):
 Complete
 Not Complete
Email Action Setup:
 Complete
 Not Complete
Alarm Notification Setup:
 Complete
 Not Complete
Email Settings Setup:
 Complete
 Not Complete
Email Tested:
 Complete
 Not Complete
Configuration of Voice Cards:
 Complete
 Not Complete
Verify Port Settings:
 Complete
 Not Complete
Configuration of Recording Ports:
 Complete
 Not Complete
Status of Ports:
 Complete
 Not Complete
Network Configuration:
 Complete
 Not Complete
Test Client Machine on Network:
 Complete
 Not Complete
Review/Setup Backup and Staging Destination:
 Complete
 Not Complete
Review Configuration of Lists:
 Complete
 Not Complete
Review Call Filters:
 Complete
 Not Complete
Review Recording Triggers:
 Complete
 Not Complete
Create User Account:
 Complete
 Not Complete
Test User Account:
 Complete
 Not Complete
55

INSTALLATION and CONFIGURATION GUIDE

Transcription

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