Principis de consolidació

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

OAISYS Installation and Configuration Guide 4/21/2014

32

4. In the Local Data Server tab, specify the SQL instance; leave blank if using default SQL

instance.

a. This is specified independently for each OAISYS Server.

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

OAISYS Installation and Configuration Guide 4/21/2014

33

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

OAISYS Installation and Configuration Guide 4/21/2014

34

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

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

OAISYS Installation and Configuration Guide 4/21/2014

35

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

OAISYS Installation and Configuration Guide 4/21/2014

36

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

OAISYS Installation and Configuration Guide 4/21/2014

37

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

e. It will take a few moments for the system to process the enabler code and connect to the server.

OAISYS Installation and Configuration Guide 4/21/2014

38

f. After all enabler codes are applied and processed  Shutdown and restart

OAISYS Installation and Configuration Guide 4/21/2014

39

CONFIGURE PBX CTI CONNECTIVITY

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.

OAISYS Installation and Configuration Guide 4/21/2014

40

The CTI integration type must be set in the Recording Manager screen

OAISYS Installation and Configuration Guide 4/21/2014

41

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 recipient

OAISYS Installation and Configuration Guide 4/21/2014

42

CONFIGURE ALARMS

1. Double-click on the displayed alarm or click Add for a new alarm 2. Select the severity levels to receive notifications

OAISYS Installation and Configuration Guide 4/21/2014

43

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

OAISYS Installation and Configuration Guide 4/21/2014

44

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

OAISYS Installation and Configuration Guide 4/21/2014

45

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 “d:\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

OAISYS Installation and Configuration Guide 4/21/2014

46

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 now supported with IP Packet Sniffing and CT Integration (for example: Mitel MiVoice and Avaya IP Office).

OAISYS Installation and Configuration Guide 4/21/2014

47

CHECK PORT CONNECTIONS

OAISYS Installation and Configuration Guide 4/21/2014

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

OAISYS Installation and Configuration Guide 4/21/2014

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 MiVoice Office, 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 MiVoice Business environments, extension information must be inserted manually.

OAISYS Installation and Configuration Guide 4/21/2014

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

OAISYS Installation and Configuration Guide 4/21/2014

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

OAISYS Installation and Configuration Guide 4/21/2014

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

OAISYS Installation and Configuration Guide 4/21/2014

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:

OAISYS Installation and Configuration Guide 4/21/2014

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

Navigator Setup:  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

In document Informe anual de l'Ajuntament de Barcelona 2009 (página 101-104)