Version 2.10 Installation and Configuration Guide

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1 Version 2.10 Installation and Configuration Guide Document Version 1.6

2 QGate Software Limited D2 Fareham Heights, Standard Way, Fareham Hampshire, PO16 8XT United Kingdom Tel +44 (0) QGate Software Limited All rights reserved

3 Notices Notices Copyright Information This document and all subject matter outlined within this document remain the copyright of QGate Software Limited. It may not be reproduced in part or whole or any manner, digitised, transcribed, translated or mass distributed without written permission from QGate Software Limited Copyright QGate Software Limited Trademarks intelli-cti is a trademark of QGate Software Limited. QGate Breeze is a trademark of QGate Software Limited. QGate Virtual Telephony Server (VTS) is a trademark of QGate Software Limited. Microsoft is a registered trademark of Microsoft Corporation. All rights reserved. Disclaimer Although every effort has been made to ensure the processing performed by this software product will not damage or corrupt your data, we strongly recommend you perform appropriate actions to safeguard against such eventualities. In the unlikely event that data becomes lost or corrupted, QGate Software Limited cannot be held responsible Copyright QGate Software Limited. All rights reserved. 3

4 Table of Contents Table of Contents Notices... 3 Copyright Information... 3 Trademarks... 3 Disclaimer... 3 Table of Contents... 4 Overview... 6 Other intelli-cti Reference Information... 6 System Requirements... 7 System Requirements... 7 Telephony System Support... 7 intelli-cti Installation Planning... 8 Telephone Switch Vendor... 8 Questions and Answers... 8 intelli-cti Installation... 9 Installation Outline... 9 intelli-cti Device Server Software... 9 Telephony System Integration Requirements... 9 intelli-cti Client Application (Including QGate Breeze)... 9 Upgrading from a Previous Version of intelli-cti... 9 Installing the intelli-cti Device Server Software Installation Procedure Installing the intelli-cti Client Application (Including QGate Breeze) QGate Breeze Installation Procedure Installing Additional Components intelli-cti - Application Integration Support intelli-cti Telephony Driver Support What are intelli-cti Telephony Drivers intelli-cti Licence Technology Configuring intelli-cti Configuring intelli-cti System Settings Installing and Updating an intelli-cti Licence File Configuring intelli-cti Device Client Devices Configuring intelli-cti and QGate Breeze User Settings Testing intelli-cti Installation / Set-up Check List Testing the intelli-cti Installation intelli-cti Device Server test Client Initialisation Test Connection Test Copyright QGate Software Limited. All rights reserved. 4

5 Table of Contents Dial Out Test ACD and Predictive Dialer Support ACD Support Predictive Dialer Support Potential Issues with Predictive Dialers Predictive Dialing Using intelli-cti Application Toolkit (intelli CAT) intelli-cti Uninstalling Uninstalling the intelli-cti Server Uninstalling an intelli-cti Client intelli-cti Technical Support General Support Troubleshooting System Requirements Product Information Fault Reporting Upgrades and Service Releases Systems Integration Copyright QGate Software Limited. All rights reserved. 5

6 Overview Overview This document is a guide to the installation and configuration process for intelli-cti. This guide outlines the following: intelli-cti system requirements Installation planning Installing the intelli-cti client software Installing and configuring the network support Configuring intelli-cti application notifications Testing your installation Supporting ACD and Predictive Dialer systems Other intelli-cti Reference Information For information on using intelli-cti, see the intelli-cti User Guide. For information on developing application integration with intelli-cti, see the intelli-cti Software Developers Kit (SDK). (contained within the SDK directory of your intelli-cti Installation Package). For additional reference information on intelli-cti, see the QGate KnowledgeBase at For up to date information on intelli-cti and other QGate products, please visit the QGate Software website at Copyright QGate Software Limited. All rights reserved. 6

7 System Requirements System Requirements In the interest of providing customers with the latest product support information, QGate provides the following online resources within our QGate KnowledgeBase website: System Requirements For information regarding the minimum system requirements for installing and running intelli-cti, please visit the product system requirements page: Telephony System Support To enable intelli-cti to integrate with your telephone system, the necessary system interfaces within your telephone system must be enabled. For a detailed list of the telephone systems that we support and the necessary system requirements for each system, see our intelli-cti Compatibility List Copyright QGate Software Limited. All rights reserved. 7

8 intelli-cti Installation Planning intelli-cti Installation Planning This section will assist you in the considerations you should make when planning your intelli-cti installation. It also outlines certain questions that should be asked and the appropriate support you should consider. Telephone Switch Vendor It is highly likely that you will require the support of your telephone switch vendor or telecommunications provider at some stage during the installation. This may simply be to ask certain questions and to establish what steps are required to CTI-enable your telephone system. It may also be required for the switch vendor to make technical changes to the telephone system to enable CTI within the system. The switch vendor may also be required to provide the necessary software support to connect your telephone system to your computer network and the Telephony Client Software support for the intelli- CTi Device Server. Questions and Answers When planning an intelli-cti installation, it is recommended that the following questions are asked. Whether it be a proof of concept study or a full implementation, this information is very important during the planning stages of an installation. Q What is the make and model of your telephone system? This may be something the internal systems support groups are able to answer, or something the telephone switch vendor or supplier should be able to. Q Is the telephone system on the list of telephone systems supported by intelli-cti? For a detailed list of the telephone systems that we support and the necessary system requirements for each system, see our intelli-cti Compatibility List. You will also find more information about what software and licensing will be required from your telephone system supplier Copyright QGate Software Limited. All rights reserved. 8

9 intelli-cti Installation intelli-cti Installation Installation Outline The installation / set-up of intelli-cti requires installation of some or all of the following components: intelli-cti Device Server Software The intelli-cti Device Server installation provides the means to communicate with your telephone system. It makes a connection to your telephone system and publishes that connection to the workstations that are running intelli-cti. Note: If you are installing intelli-cti for demonstration purposes, i.e. you are not intending to connect it to a real-life telephone system, then you do not need to install the intelli-cti Device Server. You can simply use the QGate Virtual Telephony Server (VTS) that is included as part of the client install. For more information see Installing the intelli-cti Device Server Software on page 10. Telephony System Integration Requirements To enable intelli-cti to integrate with your telephone system, the necessary system interfaces within your telephone system must be enabled. As part of the installation process, you will need to know the IP address of your telephone system. There may be other requirements for your telephone system. For a detailed list of the telephone systems that we support and the necessary system requirements for each system, see our intelli-cti Compatibility List. intelli-cti Client Application (Including QGate Breeze) The intelli-cti client software allows users to view their telephone activity and provides telephony integration with applications on the user s desktop. For more information see Installing the intelli-cti Device Server Software on page 10. Upgrading from a Previous Version of intelli-cti If you are upgrading from a previous version of intelli-cti (version 2.1 or earlier), we strongly recommend you uninstall any previous installations first. Uninstalling intelli-cti should be performed using the Windows Add and Remove Programs option. If re-boots are required, we recommend performing those also Copyright QGate Software Limited. All rights reserved. 9

10 intelli-cti Installation Installing the intelli-cti Device Server Software Installation of the intelli-cti Device Server is completed by use of an install wizard. Installation Procedure 1. Run the intelli-cti - Server Setup.exe file from within the Setup directory of your intelli-cti Installation Package. The installer will start. 2. Choose an existing SQL Server instance to use (Note: Not applicable when performing an upgrade) 3. Click on the Install button to start the installation process. 4. The installation will start. This might take a while, depending on whether any of the required software needs to be installed (see above). 5. When the installation is complete, the following dialog will be displayed: 6. Click the Finish button (leaving Launch QGate intelli-cti Server ticked). This will start the application to administer the intelli-cti Server. 7. The configuration application can take a moment to start up when it is run for the first time, so please wait until it is displayed before proceeding Copyright QGate Software Limited. All rights reserved. 10

11 intelli-cti Installation 8. Click the Add... button to add a licence. A browse dialog box will open, allowing you to locate your Full/Evaluation product licence (.LICX) file. 9. Once you have located your licence (.LICX) file, select it and click Open. 10. You will see the licence information displayed. Once you have added a valid licence, you can click OK to continue Copyright QGate Software Limited. All rights reserved. 11

12 intelli-cti Installation 11. Click the Telephony toolbar button to enter the telephony admin area. By default to will be taken to the Site page. Here you can enter information about your location. 12. Please enter a name for your site, and then configure the Country and Area code. Once you are done, press the Save button. 13. Click the System button to view the Telephone system page. Here you enter information about your telephone system environment 2015 Copyright QGate Software Limited. All rights reserved. 12

13 intelli-cti Installation 14. Select your telephone system from the list and enter the details required. Note: Trunk Access is the number that you dial for an outside line (Normally 9 ). 15. Click the Save button. The application will attempt to download a list of extension numbers from your telephone system. This might take a few seconds. 16. When it has finished downloading the list, click the Extensions button. 17. Review the list of extension numbers and press the Close button to finish the installation wizard. 18. To check that your server is now connected to your telephone system, follow the procedure in intelli-cti Device Server test on page 27. Installing the intelli-cti Client Application (Including QGate Breeze) Installation of the intelli-cti client application is completed by use of an install wizard. Important Note: If you are upgrading from a previous version of intelli-cti, please review the previous section Upgrading from a Previous Version of intelli-cti. QGate Breeze QGate Breeze is an application container that provides applications with a set of pre-built user interface components. intelli-cti depends on QGate Breeze to provide its user interface, so it will be automatically installed as part of the intelli-cti installation. When the installation is complete, it will have created a QGate Breeze icon on your desktop and a QGate Breeze folder in your Start menu. Use the icon or Start menu to run Breeze, which will start up intelli-cti. Installation Procedure 1. Run the intelli-cti Client Setup.exe file from within the Setup directory of your intelli-cti Installation Package. N.B. The name of the setup file might vary depending on whether the intelli-cti Installation Package you have downloaded includes integration with a third party system Copyright QGate Software Limited. All rights reserved. 13

14 intelli-cti Installation 2. From the Welcome dialog, click on the Next > button. Note: at any time during the installation procedure, clicking the Cancel button will end the installation and roll-back any files installed to that point. 3. Read the license terms. If you do not accept the terms then cancel the installation now. If you do accept the terms then select the I Accept radio button and click the Next > button Copyright QGate Software Limited. All rights reserved. 14

15 intelli-cti Installation 4. From the Destination Folder dialog, click on the Next > button to accept the default destination folder or click on the Change button to locate an alternative path and folder. 5. When you are ready to proceed, click the Install button. 6. After a few seconds, the installer will start to install QGate Breeze. intelli-cti depends on QGate Breeze to provide its user interface. See QGate Breeze on page 13 for more information. 7. Shortly after QGate Breeze has been installed, the intelli-cti Installation Wizard will be displayed. This will search for a valid intelli-cti licence file in the installation folder i.e. the folder from which setup executable was run. Note: This licence file must be named intelli-cti.lic in order for it to be found. If a valid licence file is found, the intelli-cti Installation Wizard will select that licence automatically and the licence information it contains will be used to populate the first page of the wizard. This allows a simplified roll-out of many client installations without the need to select a licence file manually on each client PC. If a valid licence file is not found in the installation folder, the intelli-cti Installation Wizard is launched in its default mode whereby either the Virtual Telephony Server may be selected, or a licence must be chosen manually Copyright QGate Software Limited. All rights reserved. 15

16 intelli-cti Installation 8. Select the appropriate option(s) on the intelli-cti Installation Wizard and then click the Next > button. 9. The intelli-cti Telephony Devices Support page will be displayed. Click the Configure button to begin configuring your Telephony Device. 10. Click the Add button to add a device. This will display the Select a Telephony Device window, where you can select which type of device you are adding Copyright QGate Software Limited. All rights reserved. 16

17 intelli-cti Installation 11. If you are adding an intelli-cti Device Client device, then see Configuring intelli-cti Device Client Devices on page 24 for more information. 12. If you are adding a Virtual Telephony Server (VTS) device, then no device configuration is required. 13. You can add more than one device, but at any time only one can be active. This allows you to quickly switch between devices if you move from one location to another. Once you have finished configuring devices, click the Close button on the Configure Telephony Devices window and click the Next > button on the intelli-cti Installation Wizard. 14. When the install has finished, the following window will be displayed. Click the Finish button to complete the installation. 15. To start QGate Breeze/intelli-CTi, run the QGate Breeze item from your Start menu or from the icon on your desktop Copyright QGate Software Limited. All rights reserved. 17

18 intelli-cti Installation Installing Additional Components Once you have installed the intelli-cti application, complete with Virtual Telephony Server (VTS) and / or CTI Telephony Driver support, it may be necessary to install other components to enable integration with 3 rd party applications. intelli-cti - Application Integration Support Your intelli-cti application is fully functional without application integration (e.g. To customer database applications), and can be used standalone as an aid to standard telephony operations. Integration with other applications, however, does provide a higher level of value added services. To achieve application integration with other software components, see the appropriate intelli-cti Implementation Guides. For a list of supported applications or for application integration possibilities, please contact your intelli-cti software provider or contact QGate Software Copyright QGate Software Limited. All rights reserved. 18

19 intelli-cti Telephony Driver Support intelli-cti Telephony Driver Support What are intelli-cti Telephony Drivers The intelli-cti Telephony Drivers are the components of intelli-cti which enable connectivity to your telephone system / CTI server. The following intelli-cti Telephony Drivers available: intelli-cti Device Client Driver: This driver provides support for telephone devices that are connected using the intelli-cti Device Server. All the components required for this driver are installed as part of the standard intelli-cti client software installation. QGate Virtual Telephony Server (VTS): This driver provides a virtual telephony switch system. The key aspect of the VTS driver is to provide a virtual telephony environment in which to develop and test your CTI solutions, without the need for expensive hardware. What s more, with the VTS technology, you can perform presentations of your CTI solutions anytime, anywhere, all from a single laptop computer. The QGate VTS technology is a free component of the intelli-cti product. For more details on how to use the QGate Virtual Telephony Server, see the intelli-cti User Guide. Other Drivers: Other drivers are available which provide support for customers who cannot use the intelli-cti Device Server. Please contact QGate Software for more information. intelli-cti Licence Technology intelli-cti has a licensing technology built into the software to control the use of the software. The various licence types available are listed below: Full Licence is the standard licence supplied when you purchase intelli-cti and provides access to the complete features of the software. Evaluation Licence provides use of the product for a limited period, after which, the software will no-longer function. Uninstalling and re-installing the software does not reset the evaluation period. Not For Resale (NFR) licence is supplied only to intelli-cti software suppliers and business partners, for in-house use only and should not be sold or distributed for commercial purposes Copyright QGate Software Limited. All rights reserved. 19

20 Configuring intelli-cti Configuring intelli-cti This section details how to configure your intelli-cti installation and the following components: Configuring intelli-cti System Settings Installing and Updating an intelli-cti Licence File Configuring intelli-cti Device Client Devices Configuring intelli-cti and QGate Breeze User Settings Configuring intelli-cti System Settings To configure your intelli-cti system settings: 1. Click on Start, Control Panel, and double click on the intelli-cti Settings icon. This action will display the intelli-cti Configuration dialog. N.B. If you are using Windows 7 you should switch the Control Panel to Small Icons view, so that you can see all of the Control Panel applets. 2. The Telephony Settings tab provides the ability to configure the following: Microsoft Windows Telephony Services: This section provides the ability access to the Microsoft Windows Telephony Services configuration. NOTE: By default, intelli-cti no longer uses Windows Telephony rules on the client machine for outbound dialing instead using the dialing rules defined on the intelli-cti Server. intelli-cti Telephony Devices: This section defines what telephony devices are available within intelli-cti Copyright QGate Software Limited. All rights reserved. 20

21 Configuring intelli-cti 3. Click on the Configure intelli-cti Devices button to open up the Configure Telephony Devices window. 4. Click the Add button to add a telephony device to the list. This will bring up the Select a Telephony Device window, where you can choose what type of device you are adding. 5. Click on the Configure button to configure the currently highlighted device. If you are configuring an intelli-cti Device Client device, then see Configuring intelli-cti Device Client Devices on page 24 for more information about the intelli-cti Device Client configuration window. You do not need to configure Virtual Telephony Server devices Copyright QGate Software Limited. All rights reserved. 21

22 Configuring intelli-cti 6. Click on the Licence button to install or update you intelli-cti licence. See Installing and Updating an intelli-cti Licence File on page 23 for more information about licences. 7. Click on the Remove button to remove a device from the list. 8. Click on the General Settings tab. 9. On the General Settings tab, you can Restore Default Settings. This action will restore your intelli-cti application settings back to the default. 10. Click the OK button to close the intelli-cti Configuration dialog. If you have made changes to your intelli-cti configuration, these changes will not take effect until you next restart your intelli-cti application Copyright QGate Software Limited. All rights reserved. 22

23 Configuring intelli-cti Installing and Updating an intelli-cti Licence File This section explains how to install and update an intelli-cti licence file. When you purchase intelli-cti you will be supplied with a licence file which will usually be called intelli-cti.lic. To enable this licence, you will need to install it into intelli-cti. You can do this either: 1. At the same time as you install intelli-cti. The install wizard will offer you the opportunity to select a licence file. Alternatively, if you copy the licence file into the same directory as the intelli-cti installer then the installer will detect it automatically when it runs. 2. At any time after installing intelli-cti, you can open up the intelli-cti Control panel application and click the Configure button in the intelli-cti Telephony Devices section. This will open the Configure Telephony Devices dialog, where you should click the Licence button. Both of these options will bring you to the following dialog: Click on the Install Licence button and navigate to your intelli-cti.lic file. The licence details screen will be updated with your licence information, and the name of the Install Licence button will change to Update Licence Copyright QGate Software Limited. All rights reserved. 23

24 Configuring intelli-cti Configuring intelli-cti Device Client Devices The following steps outline how to configure an intelli-cti Device Client Device. Important Note: Before you perform this procedure, you should make sure that you intelli-cti Device Server is installed and running. 1. Start the intelli-cti Settings configuration program from the Windows Control Panel. 2. Click the Configure intelli-cti Devices... button in the Telephony Settings tab. 3. Highlight the device that you wish to configure and click the Configure... button. 4. Enter the name (or the IP Address) of your intelli-cti Device Server. 5. Enter the extension number that you wish to monitor. a. If required, you can also specify additional extensions to be monitored. Note: Primary extension will always be used for Outbound calls. 6. Click the Close button to close the Configure intelli-cti Telephony Device Client dialog. 7. Click the Close button to close the Configure Telephony Devices dialog. 8. Click the OK button to commit your changes and close the intelli-cti Configuration window. Note: You must restart intelli-cti for any configuration changes to take effect Copyright QGate Software Limited. All rights reserved. 24

25 Configuring intelli-cti Configuring intelli-cti and QGate Breeze User Settings The user interface of intelli-cti is provided by QGate Breeze. To configure QGate Breeze, proceed as follows: 1. Open up the Windows Control Panel. 2. Select the QGate Breeze Settings item, which will present the following window: 3. Select the QGate intelli-cti Application service from the list. 4. Click the Manage... button, which will display the following window: 5. Select whether you would like the Breeze/intelli-CTi side-bar to expand automatically when there is some activity on your telephone line. 6. Click the Save button to save your changes and close the window. 7. If you select to Manage the QGate intelli-cti Server, you will be taken to the same window as in Configuring intelli-cti System Settings on page Copyright QGate Software Limited. All rights reserved. 25

26 Configuring intelli-cti 8. Select the General Settings tab: 9. Select whether you want Breeze shown as a bar on the side of the screen: or as a tab on the side of the screen: 10. If you have more than one monitor, you can select which one Breeze will display on. 11. When you have finished, click the OK button Copyright QGate Software Limited. All rights reserved. 26

27 Testing intelli-cti Testing intelli-cti Installation / Set-up Check List To ensure your intelli-cti installation is complete and ready for testing, the following check list items should have been completed: Installation of the intelli-cti Device Server Installation of the intelli-cti client Installation / configuration of Windows Telephony Configuration of intelli-cti system settings Testing the intelli-cti Installation To test that the intelli-cti application has been successfully installed and configured, ensure the following tasks can be performed: intelli-cti Device Server test Note: This test is a true CTI environment test and does not apply to the Virtual Telephony Server environment. The first test is to ensure that the intelli-cti Device Server is installed, running and connected to your telephone system. Open up the intelli-cti Device Configuration application on your server and select the Classic Menu. Select the Extensions section. Make a telephone call using one of the extensions in the list and ensure that its state changes to OFFHOOK. Client Initialisation Test Start your QGate Breeze application from the icon provided (Start, All Programs, QGate Breeze, QGate Breeze ) Ensure your intelli-cti application is able to start successfully. If initialisation seems to be successful, continue to the next test. Connection Test Firstly, you must ensure the intelli-cti application can successfully connect to your intelli-cti Device Server. Make sure that your extension number is shown in the intelli-cti window. If your extension number is shown then this indicates that the intelli-cti client has connected to the intelli-cti Device Server successfully. If the connection is reported as being successful, continue to the next test. If not, consult the trouble shooting section on page Copyright QGate Software Limited. All rights reserved. 27

28 Testing intelli-cti Dial Out Test Once the previous tests have been completed successfully, the final test is to dial out. Using the telephone handset keypad, dial a valid destination number. Tip: We recommend the destination number for this test is an extension number on your telephone system, preferably within earshot, to ensure you are fully aware of the results. Once the dialing process is complete, a new call will be displayed in the intelli-cti window. When you hang up the call, the display in intelli-cti will indicate that the call is now idle. If this test was successful, you have successfully installed and configured intelli-cti. If not, consult the troubleshooting section page Copyright QGate Software Limited. All rights reserved. 28

29 ACD and Predictive Dialer Support ACD and Predictive Dialer Support ACD Support This section outlines how intelli-cti works in conjunction with ACD (Automatic Call Distribution) and Predictive Dialer systems. intelli-cti is not and does not provide ACD and / or Predictive Dialer functionality, however it will operate happily in conjunction with existing systems. ACD and / or Predictive Dialers are not required to run intelli-cti. An ACD (Automatic Call Distribution) system is an add-on component to a telephone system, which provides intelligent call management and call routing. The ACD component would typically be responsible for managing multiple calls into a system, queuing them, and intelligently routing them to available agents. intelli-cti provides complementary support for ACD systems, by acting as the recipient component of calls delivered from them. Most ACD systems have the inherent capability to integrate with customer database systems, to achieve intelligent call management (e.g. call routing). If ACD type functionality is required, we would recommend a separate ACD system be installed for the purposes of call management, along with intelli-cti providing the client-side call handling and application integration. Note: intelli-cti is not intended to replace existing ACD technology. Predictive Dialer Support A Predictive Dialer is a system that automatically dials a collection of telephone numbers, and on successfully establishing a call, delivers the active call back to an available agent. intelli-cti provides complementary support for Predictive Dialers, by acting as the recipient component of calls generated by the dialer. Most Predictive Dialer systems are driven by providing them with a list of telephone numbers to be dialed, which typically requires the numbers to be imported into the dialer system. intelli-cti is not intended to replace existing Predictive Dialer systems, however using the intelli-cti Application Toolkit (intelli CAT) does provide the means of developing custom call automation systems where appropriate. See the Predictive Dialing Using intelli-cti Application Toolkit (intelli CAT section below for further details. Potential Issues with Predictive Dialers There are many potential issues when using Predictive Dialers, where the information in the dialer system does not always relate to the data held within customer database systems. This results in agents not having the appropriate details available when processing the call. A recommendation to overcome this issue would be to integrate the dialing process within the customer database system. This can be easily achieved by using the intelli-cti Application Toolkit see below. Predictive Dialing Using intelli-cti Application Toolkit (intelli CAT) intelli-cti comes complete with a CTI Application Toolkit (intelli CAT), which enables systems to be rapidly developed with integration to intelli-cti. The intelli CAT component provides an ability to programmatically drive the call flow process (i.e. programmatically make calls, listen to telephony events etc). Using the intelli CAT component would enable the rapid development of a custom dialer process, which could be integrated within the customer database system (i.e. CRM system). The key advantages of this approach are naturally the integration of the call flow process with your customer data, and the agent s awareness of whom they are interacting with. For more information on developing CTI solutions with intelli CAT, see the intelli-cti Application Toolkit (intelli CAT) Developers Guide Copyright QGate Software Limited. All rights reserved. 29

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