OAISYS Installation and Configuration Guide

Transcription

1 OAISYS Installation and Configuration Guide Version 8.0 4/21/2014 AMERICAS HEADQUARTERS OAISYS 7965 South Priest Drive, Suite 105 Tempe, AZ USA (480) OAISYS Installation and Configuration Guide 4/21/2014 1

2 CONTENTS OVERVIEW... 4 SECTION 1: SYSTEM SPECIFICATIONS... 5 Minimum Requirements... 5 SECTION 2: TURN-KEY SOLUTIONS... 6 OAISYS-Provided Server Solutions... 6 OAISYS and VMware... 6 VM Templates... 7 Additional Information... 7 SECTION 3: SOFTWARE INSTALLATION... 8 Downloads Required... 8 Installation Steps... 9 Navigator Sharing URL Configuration Full Security Discussion SECTION 4: HARDWARE INSTALLATION Materials Needed PRI/T1 Hookup Digital Station Hookup Analog Hookup VoIP Hookup Radio Tap Hookup SECTION 5: BASIC SYSTEM CONFIGURATION Network Configuration SMDR / CTI Integration Register System OAISYS Installation and Configuration Guide 4/21/2014 2

3 Keyless Licensing Hardware Key Configure PBX CTI Connectivity Rules and Actions Configure Alarms Configure Settings Configure Voice Boards Verify Port Settings Configure Recording Ports Check Port Connections Set Backup / Purge Destinations Recording Trigger LIsts and Call Filters Assign Triggers to Call Filters Create a User Check the User ADDITIONAL INFORMATION INSTALLATION CONFIGURATION CHECKLIST OAISYS Installation and Configuration Guide 4/21/2014 3

4 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: System Specifications: This section provides minimum requirements that are to be considered when selecting the appropriate server(s) to be used with the OAISYS Solution. Turn-Key Solutions: OAISYS provides its solutions as either software only or as turnkey. An OAISYS turn-key solution typically consists of a server, Windows operating system, and SQL database. In addition, OAISYS can provide a virtual image containing an unlicensed OS, SQL, OAISYS software, and all of the supporting modules. Software Installation: In this section, the processes for installing the software prerequisites and the OAISYS recording system software on a dedicated hardware platform are discussed. Hardware Installation: The various connection methods for obtaining audio to be recorded are discussed within this section. In addition, the reader is provided an example of typical materials required for an installation. Basic System Configuration: Following the installation of the appropriate hardware and software components, the reader is provided with the steps necessary to complete a basic system configuration; including connecting the system to the customer network, creating users and rules, licensing the system, and such. Additional Information and an Installation Check List sections are provided at the end of this document. These areas are helpful in obtaining additional support and user materials; along with having a tool to assist with verifying a completed installation process. SECURITY NOTICE Tracer/Talkument provides user interfaces using Internet protocols (e.g. web). The products themselves do not provide secure communication. Instead, the product leverages the same secure communications used by e-commerce and on-line banking: https. It is important to understand that https is between the web server (Microsoft's IIS in this case) and the web browser (e.g. Internet Explorer, Firefox, Chrome, etc.). The default installation of Tracer/ Navigator does not secure the communication. It is the responsibility of the installer to enable secure communications, if desired, as described in Full Security Discussion. OAISYS Installation and Configuration Guide 4/21/2014 4

5 SECTION 1: SYSTEM SPECIFICATIONS MINIMUM REQUIREMENTS Many factors go into 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 network switch with port mirroring and VoIP recording servers require 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, VOX, and Analog Tap) will require server chassis which have the capacity to hold full length PCI cards. These are full-sized cards and require the entire length in the chassis. The following chart provides recommended specifications for a customer-provided call recording server or VMware environment. Port Count CPU Memory Operating System SQL Server Storage Quad Core 8GB Windows 7 Windows 8.1 Windows Server 2008 Windows Server 2008 R2 Windows Server 2012 SQL Server 2008 Express w/advanced Services SQL Server 2008 R2 SQL Server 2012 Express w/advanced Services SQL Server 2012 Standard 2TB (40GB min for OS partition) Notes: Beginning with Release 8.0, OAISYS recommends installs be completed using 64-bit Windows 7, Windows 2008, or Windows New capabilities, such as Talkument Navigator, are not supported on a 32-bit OS. Contact Technical Support if you need 32 bit versions for the server software. ShoreTel TAPI-WAV integration requires a ShoreTel TAPI Application Server software license and Windows Server 2008 (or Windows 2012). 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. ShoreTel only supports Windows 2008 R2 (Windows 2012 Standard) for 64- bit installs of their TAPI application server. ShoreTel 14.1 supports Windows Server 2012 Standard. For VMWare environments, All CPU and Memory values are minimum reserve requirements. OAISYS Installation and Configuration Guide 4/21/2014 5

6 SECTION 2: TURN-KEY SOLUTIONS OAISYS-PROVIDED SERVER SOLUTIONS Customers may elect to supply the appropriate hardware and software themselves to support their recoding solution, or purchase complete turn-key solutions provided by OAISYS. A turn-key solution may consist of a server, Windows operating system, and SQL database. In addition, OAISYS can provide a virtual image containing an unlicensed OS, SQL, OAISYS software, and all of the supporting modules. Please refer to the previous sections and those that follow for further details. Refer to the OAISYS Recording Solutions Technical Specifications V8.0 document for a review of turn-key server solutions provided by OAISYS. Default Windows usernames and passwords have been set as part of the OAISYS server and VM template deployment, as shown below. It is strongly recommended these be changed, and securely documented during installation. With Windows Server 2012, Microsoft requires the use of complex passwords. Windows 7 Username: oaisys Password: O@isysCR Windows Server 2012 Username: oaisys Password: O@isysCR OAISYS AND VMWARE VM support is available with the OAISYS solutions. 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. OAISYS Installation and Configuration Guide 4/21/2014 6

7 The above illustration provides an example of a Virtual Server running several virtual machines, and demonstrates how Tracer, Tracer Screen Recording, and other VMWarecompatible third-party applications can be configured. VM TEMPLATES OAISYS can provide a virtual image containing an unlicensed OS, SQL, 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. The image will be available as a VM template (also known as an appliance or blade ). Two template options are available: 1. Windows 7 with SQL 2012 Express 2. Windows Server 2012 with SQL 2012 Express See VMware Instancing documentation for more information ADDITIONAL INFORMATION 1. OAISYS Versions 7.1 and higher support a keyless licensing arrangement 2. OAISYS uses VMWare Vsphere 4.1 and 5.x (ESX and ESXi) with OAISYS keyless licensing. a. Onboard USB is supported with Vsphere versions 4 and 5 when OAISYS keyless licensing is not used 3. Each OAISYS application (Tracer, Talkument, and Tracer Screen Recording) will require a set of reserved requirements (separate VM) 4. OAISYS recommends server-class processors such as Intel Xeon for the host platform 5. If using AudioCodes/Smartworks version 5.9 or higher is required and there will be a USB key for licenses. OAISYS Installation and Configuration Guide 4/21/2014 7

8 SECTION 3: 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. DOWNLOADS REQUIRED The following prerequisites must be downloaded prior to installation. ***DO NOT INSTALL THESE PROGRAMS AT THIS TIME*** ***DOWNLOAD ONLY*** Please refer to the OAISYS Software Download page to access the following sets: Framework 3.5 SP1, 4.0 and 4.5 AudioCodes (AiLogix) Driver version 5.9 o (DP3200 / DP4800 / PT boards not supported) Sentinel USB Driver (only if using USB key for licensing) If using SQL Server 2008 Express w/ Advanced Services NOTE: Please use SQL Server 2008 Express Advanced Services R2. If using SQL Server 2012 Obtain the latest service pack for SQL Server 2012 OAISYS Recording Server Software DirectX OAISYS Installation and Configuration Guide 4/21/2014 8

9 INSTALLATION STEPS 1. OAISYS highly recommends enabling weekly scheduled drive defragmentation via Windows settings. 2. Install Operating System on Recording Server NOTE: We recommend naming your server (network name) prior to installation of OAISYS Recording Software. IMPORTANT: Use Run as Admin option when running setup files (right-click on.exe to access the option) 3. Disable User Account Control (Windows 2008/2012) or Select Lowest Level (Windows 7) through the Control Panel User Accounts/Family Safety User Accounts 4. Disable Data Execution Protection (DEP) a. Run Command Prompt as Admin b. Run the following command bcdedit.exe/set{current} nx AlwaysOff 5. Disable Internet Protocol version 6 (IPV6) a. Disable it in the properties of each network adapter b. Also add the following registry value: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Services\tcpip6\Parameters\ Dword=DisabledComponents Decimal Value= Install Powershell through Windows Update a. Be sure to enable IIS, ASP.NET, and Active Server Pages b. See Microsoft documentation if needed 7. Apply OS Service Packs and Windows Updates a. Requires reboot after updates installed 8. Install all.net Framework Service Packs. OAISYS Installation and Configuration Guide 4/21/2014 9

10 9. Install Acrobat Reader (if needed) Usually not required, but if using USB licensing dongle: Install Sentinel USB Driver a. ftp://ftp.oaisys.com/pub/downloads/3rdparty/rainbow/7.6.6/sentinel%20protection %20Installer% exe 11. Install Audio Codes (Ai-Logix) Driver a. If currently running AudioCodes/Smartworks upgrade to at least version 5.9 ftp://ftp.oaisys.com/pub/downloads/3rdparty/ai-logix/5.9/64bit/audiocodesinc. SmartWORKS64.msi b. Unzip Downloaded file to a new folder i. Run Setup.exe OAISYS Installation and Configuration Guide 4/21/

11 c. Uncheck the following boxes after install click Finish d. Shut down Server and install Audio Boards (Optional) i. Use the default setting in the Found New Hardware Wizard 12. Review Microsoft SQL Server (Standard) or Express) a. Minimum Requirements for Stand Alone/Separate SQL Server (if applicable) (with maximum calls in the database equaling 3 Million) i. Windows Server 2012 R2 Standard SP2 x64 ii. Q9550 Core GHz iii. 8GB RAM iv. 1 SATA HDD for OS v. 1 SATA HDD for DB NOTE: If using SQL Server 2012, obtain the latest service pack here: D9F69527F909/ENU/x64/SQLEXPRADV_x64_ENU.exe 13. Install SQL software: This is the install screen. a. Click on the Installation option on the upper left side. OAISYS Installation and Configuration Guide 4/21/

12 14. From the installation screen a. Click the link for New SQL Server stand-alone installation OAISYS Installation and Configuration Guide 4/21/

13 b. Accept the Licensing Agreement click Next c. If a full version of SQL is being installed, enter the product key at this screen click Next OAISYS Installation and Configuration Guide 4/21/

14 d. Click Install at the bottom of this screen You may be prompted to restart your computer; resume installation following restart. e. Select Full-Text Search and Management Tools click Next OAISYS Installation and Configuration Guide 4/21/

15 f. Select Default Instance or Named Instance(verify a name is provided if Named Instance is selected) click Next NOTE: Named instances are supported in SQL 2012 and later versions. g. If appropriate for your configuration, change the SQL Database Engine to the Network Service account. OAISYS Installation and Configuration Guide 4/21/

16 h. Choose Mixed Mode enter a password. i. Keep the password as you will need it when creating database logins. i. Leave checkbox empty click Next NOTE: Depending on your hardware capabilities, the SQL installation may take up to 30 minutes or more. OAISYS Installation and Configuration Guide 4/21/

17 j. The installation of SQL 2012 should be complete, and the following screen should display. You may be prompted to restart. NOTE: If any updates need to be applied to the SQL server installation, do so now. 15. Launch the SQL configuration manager to set the SQL protocols. a. Start All Programs Microsoft SQL 2012 Configuration tools SQL server configuration manager b. Expand SQL server network configuration and select Protocols for your appropriate instance. If using the default instance, it will be shown as MSSQLSERVER. If multiple instances are installed, each is configured independently. OAISYS Installation and Configuration Guide 4/21/

18 c. Set both Named Pipes and TCP/IP to Enabled d. Double-click on TCP/IP and go to the IP Address Tab e. On 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 Tracer Server ii. Verify IP2 Active and Enabled are set to Yes iii. Set the IP Address to the loopback address ( ) iv. Optionally, you can change the settings for using static or dynamic ports here. NOTE: If installing SQL behind a firewall, please see the following instructions: See the section titled Using a Firewall OAISYS Installation and Configuration Guide 4/21/

19 16. Set the SQL Browser windows service to Automatic startup Start the service 17. Install OAISYS Recording Server Main Setup a. Select the Setup button to begin b. If this is a first time install, you will be prompted to install WinPCap This is a requirement. - You may see upgrade wizards here. OAISYS Installation and Configuration Guide 4/21/

20 c. If WinPcap is already installed, you may see the following dialog d. After installing WinPcap, you are presented with the Installation Wizard for the OAISYS Recorder server software i. The default options are fine, you may select Next all the way to the end e. Toward the end of the installation, the following dialog will appear when installing the drivers for the OAISYS Triton board; this is required with or without the board. OAISYS Installation and Configuration Guide 4/21/

21 f. The Setup Wizard will come to an end Select Finish i. You will be prompted to Reboot Reboot is required 18. After you login from the reboot - Create Database Users a. Click on Start Programs OAISYS Create New Database Logins NOTE: This applies to creating users on the OAISYS Server. If configuring a standalone SQL Server, this option is not available as Tracer is not installed there. b. Fill in the blanks i. Database Server is the hostname of the server housing your OAISYS databases. ii. If using the default SQL instance, you need only specify the hostname. iii. If using SQL named instances, you specify hostname and instance name in this format: hostname/instancename c. 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. Click on Find/Create NOTE: Logins will need to be created on each OAISYS Server. If using a standalone SQL server to host the OAISYS databases; logins must be created there as well. OAISYS Installation and Configuration Guide 4/21/

22 d. Once the OAISYS user is created Click Close NOTE: OAISYS is not responsible for troubleshooting hardware issues, network performance or behavior. Setup steps complete! OAISYS Installation and Configuration Guide 4/21/

23 NAVIGATOR SHARING URL CONFIGURATION The Navigator Configuration Utility is deployed with the OAISYS Web Client Installation for Navigator. A shortcut is created in the start menu under: OAISYS OAISYS Web Client NavigatorConfig.exe For Tracer Web Services Hostname, use the hostname that Navigator uses to connect to Tracer Web Services 2 which resides on the OAISYS recording server. For External Tracer Web Services Hostname, use the hostname that the client browser uses to connect to Tracer Web Services 2 directly (e.g. for playback). Navigator pushes this value to the client; this hostname should resolve both internally and externally. For External URL, use the URL for Navigator. In some environments, the internal location and external location connection may be the same server name depending on how the DNS server is configured. On systems where Navigator is run on the OAISYS recording server, the default populated values will suffice, but still must be saved to ensure proper configuration. Click Save OAISYS Installation and Configuration Guide 4/21/

24 FULL SECURITY DISCUSSION NOTICE: Tracer/Talkument provides user interfaces using Internet protocols (e.g. web). The products themselves do not provide secure communication. Instead, the product leverages the same secure communications used by e-commerce and on-line banking: SSL/https. It is important to understand that https is between the web server (Microsoft's IIS in this case) and the web browser (e.g. Internet Explorer, Firefox, Chrome, etc.). The default installation of Tracer/Navigator does not secure the communication. It is the responsibility of the installer to enable secure communications, if desired, as described below. The use of https requires that the web server (IIS) be configured with a certificate. The certificate serves two purposes: 1. It provides the public/private key information required to perform encryption. 2. It provides a mechanism for the browser client to verify the identity of the web server. In other words, the browser client can ensure it is talking to who it believes it is talk to. This aspect requires the certificate to be "trusted" by a certificate authority which is a company who, for a fee, will verify the identity of a web site. A customer using Tracer/Talkument needs to choose how to secure the web interface. There are several options: The customer can acquire a trusted certificate from a "public" certificate authority (e.g. Verisign, GoDaddy, GlobalSign, etc.) and apply it to the web interface using IIS. The certificate is good for a finite amount of time--typically one or two years--and it must be renewed to maintain its validity. The advantage is that this provides a high level of security, and it is typically the method used for e-commerce and on-line banking. The main disadvantages are that the certificates cost money and must be renewed. This option is recommended by OAISYS. The customer can use IIS to create a free self-signed certificate which provides encryption capability, but it cannot be used to verify that the web server is who it says it is. The fact that the identity of the web server cannot be verified makes it a little less secure than a trusted certificate because it is vulnerable to what's called a "man-in-the-middle" attack. The advantages of a self-signed certificate are that it is free and it doesn't expire. Besides being slightly less secure, the main disadvantage of a self-signed certificate is that it triggers an ugly warning in the browser recommending that the user not proceed to the web site. If the customer has their own internal certificate authority which is common in Microsoft infrastructures, they can use it to create a trusted certificate. It is as secure as a trusted certificate from public certificate authority. However, each user's browser(s) must be configured to trust the internal certificate authority. The advantages of this approach are that it is free and secure. The main disadvantage is OAISYS Installation and Configuration Guide 4/21/

25 that the browsers need to be configured which is typically a labor intensive task. The customer can choose to leave the communications unsecured (i.e. using the http protocol). This is the default setting. The advantages are that it is easy, and it is free. The disadvantage is that the communication to the web interface of Tracer/Talkument is not encrypted meaning that somebody could potentially snoop at the network level to eavesdrop on the playback of privileged conversations and passwords. This option is not recommended for use when accessible from the Internet or in environments with particularly sensitive information. The configuration of IIS is beyond the scope of this document, so please refer to IIS documentation for the specific procedures. However, at a high level the steps for using a trusted certificate authority are: 1. Use Internet Information Services (IIS) Manager to create a request for a certificate for the server. 2. Fill in the requested information, and save the request as a file. 3. Choose a public certificate authority (e.g. Verisign, Geotrust, GoDaddy) and go to their web site. 4. Follow their instructions to get a standard SSL certificate (which will cost money). 5. Fill in the required information and pay the associated fee. 6. Back in IIS Manager, load the trusted certificate. 7. In IIS Manager, set the bindings for the default web site for https (port 443) to be the newly installed certificate. 8. Secure the Navigator folder by selecting it, going into SSL Settings, and requiring SSL. This will generate an error if a user attempts to access the page without https. 9. Test the https access both from inside their firewall and from the Internet. 10. Make sure that the customer knows that the certificate will expire. Set appropriate reminders. OAISYS Installation and Configuration Guide 4/21/

26 SECTION 4: HARDWARE INSTALLATION This section 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. PRI/T1 Hookup Digital Station Hookup Analog Hookup VoIP Hookup VOX Hookup NOTE: For installations using a customer-provisioned hardware platform (not an OAISYS Recording Server or Appliance), only the OAISYS software is provided. OAISYS Installation and Configuration Guide 4/21/

27 MATERIALS NEEDED OAISYS Recording Server or Appliance (or comparable hardware platform) Y-Jack Splitter (T1/PRI Taps) Crossover Cable (T1/PRI Taps) Amphenol Cable (Station or Analog Taps) Punchdown Block (Station or Analog Taps) Monitor Biscuit Block(s) (Analog Taps) Managed Network Switch (VoIP Taps) Line Wire (Station or Analog Taps) OAISYS Installation and Configuration Guide 4/21/

28 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 RJ45 Customer PBX T1 or PRI Board T1 Cross-over Cable Dual T1/PRI Voice Board 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 OAISYS Installation and Configuration Guide 4/21/

29 ANALOG HOOKUP OR OR 1. Cross connect to Biscuit Block(s) 2. Connect Biscuit Block to Analog board with a standard RJ-11 patch cable 1. Cross connect to Biscuit Block(s) 2. Wire to Amphenol Cable 3. Run Amphenol Cable to Server 1. Wire Amphenol Cable out of Server to 66 Block 2. Cross connect CO9s) to 66 Block (refer to Digital Station Hookup) OAISYS Installation and Configuration Guide 4/21/

30 VOIP HOOKUP 1. Network Data Collection Including RTP capture 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 MiVoice Business SRC, etc.) see specific setup documentation at: 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 Receiver/Phone to Amphenol Cable and plug to analog board (9 or more Analog) OAISYS Installation and Configuration Guide 4/21/

31 SECTION 5: BASIC SYSTEM CONFIGURATION 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). OAISYS Installation and Configuration Guide 4/21/

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 If using default SQL instance, only specify the hostname OAISYS Installation and Configuration Guide 4/21/

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 PBX: OAISYS Installation and Configuration Guide 4/21/

34 REGISTER SYSTEM 1. Open an internet browser Open the Management Studio Client Web Address: 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 #: SW Registration ID: NOTE: Constant communication with the OAISYS server via internet access is required 3. Enter the appropriate contact information Click Request Registration OAISYS Installation and Configuration Guide 4/21/

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 5. Once registered, this is what the Licensing tab should look like OAISYS Installation and Configuration Guide 4/21/

36 HARDWARE KEY If you are using a hardware key, the system registration is a little different. Open an internet browser and navigate to: 1. Go to Support Technical Support License Codes 2. Paste the serial number into the Lookup License field Click Enter OAISYS Installation and Configuration Guide 4/21/

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/

38 f. After all enabler codes are applied and processed Shutdown and restart Management Studio OAISYS Installation and Configuration Guide 4/21/

39 CONFIGURE PBX CTI CONNECTIVITY 1. Based on your Information Stream, expand the CTI or SMDR application and enter the 1 st 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/

40 The CTI integration type must be set in the Recording Manager screen OAISYS Installation and Configuration Guide 4/21/

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 address of the designated recipient OAISYS Installation and Configuration Guide 4/21/

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 3. Choose for the previously created Action to be performed OAISYS Installation and Configuration Guide 4/21/

43 CONFIGURE SETTINGS 1. Enter server host of the server on the network 2. Server Port is typically Enter username and password if a secured connection is required 4. Enter the From Address OAISYS Installation and Configuration Guide 4/21/

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 **Configurations for this board be done through Control Panel SmartControl OAISYS Installation and Configuration Guide 4/21/

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 Communications Platform Specific Documentation OAISYS Installation and Configuration Guide 4/21/

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). PBX Integration Guides are available at: OAISYS Installation and Configuration Guide 4/21/

47 CHECK PORT CONNECTIONS Ports should read IDLE or RECORD OAISYS Installation and Configuration Guide 4/21/

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 OAISYS Installation and Configuration Guide 4/21/

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/

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 OAISYS Installation and Configuration Guide 4/21/

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/

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/

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 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: TROUBLESHOOTING For additional troubleshooting information, please review our Installation Troubleshooting Guide, which can be downloaded here: OAISYS Installation and Configuration Guide 4/21/

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 Action Setup: Complete Not Complete Alarm Notification Setup: Complete Not Complete Settings Setup: Complete Not Complete 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 OAISYS Installation and Configuration Guide 4/21/