Home Agent Installation Manual Windows 8 v1.0 By: Leonard Poulin Page 1
Version History Version Date Changes 1 2/16/2014 First release for Windows 8 Page 2
Table of Contents Version History... 2 Installation and Setup... 4 Google Chrome... 4 Windows Updates... 7 Windows Defender... 8 Java... 11 Softphone... 13 Configure Phone Settings... 19 RSA SecurID... 25 Log into Cara... 30 Log into Phone... 39 eorder... 41 Page 3
Installation and Setup Google Chrome The first step is to install Google Chrome. If you already have Google Chrome proceed to the next section. Search your preferred search engine for Google Chrome or navigate to: https://www.google.com/intl/en_uk/chrome/browser/ Click on the Download Chrome button Press Accept and Install Page 4
When the chrome installer downloads run the chrome installer.exe Chrome will begin to install Page 5
Chrome will install on its own. After Chrome installs, please keep Internet Explorer as your default browser. Page 6
Windows Updates 1) Open Windows Update by swiping in from the right edge of the screen (or, if you're using a mouse, pointing to the lower-right corner of the screen and moving the mouse pointer up), tapping or clicking Settings, tapping or clicking Change PC settings, and then tapping or clicking Update and recovery. 2) Tap or click Check now, and then wait while Windows looks for the latest updates for your PC. 3) If updates are found, tap or click Install updates. 4) Repeat for all updates. Warning: Do not update to Internet Explorer 11 Page 7
Windows Defender 1) In the Start menu (or on Windows 8 s start screen) type Defender. Windows Defender should appear in the list. Click on it to launch the program. If it s already running, and you see the main window, skip to the Java section 2) You might see a message like the one below, showing that Defender is turned off and isn t protecting your computer. If so, search for Action Center in the Start menu (or screen if using Windows 8) and run that. 3) In Action Center, click on the Security tab to check which program is handling spyware and unwanted software protection. We need to enable Windows Defender so you will need to uninstall any other anti-virus program first. In the example below we have McAfee installed. Page 8
Head to the control panel to uninstall any other anti-virus programs. 4) When that s done, type Defender again in the Start menu and, if it s turned off, you ll see a message and a link to turn it on. Click it to turn on Windows Defender. 5) Assuming your computer isn t protected, the Windows Defender main window will open on the desktop. Chances are, the spyware definitions will be out of date, so now s the time to Page 9
update them. Click the Check for Updates button. 6) When that s done, you should see a nice green bar showing that Defender is up to date and protecting your computer. Page 10
Java The preferred version of Java is Java 6 Update 31. This is available from: http://cara.com/download/ Click on the jre-6u31-windows-i586-iftw.zip file and save it. When the file saves, extract it and run the installer. Follow the prompts and install Java. Page 11
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Softphone The softphone is available for download from http://cara.com/download/ The newest Avaya softphone is listed under Avaya Softphone v4.4. Download and extract the setup file contained within. Start the installation by running the executible. The installation of the new phone will begin. Select English and press OK Press Next Page 13
Select the I accept the agreement button and press Next after reading the License Agreement Press Next to accept the default installation location. Page 14
From the dropdown, choose Compact Installation. Page 15
Press Next to accept the default location for the shortcuts. Select the Create a desktop icon and the Create a Quick Launch icon buttons and press next. Page 16
Press Install Allow the phone to install Ensure English is selected and press Next. Page 17
Ensure Skinned Mode is selected and press next. Press Finish. Page 18
Configure Phone Settings Launch the shortcut for the 2050 IP Softphone on your desktop. Press OK at the Quick Start. Page 19
If you get a Windows Security Alert ensure to select Allow Access. Choose both Private and Public networks. Allow the phone a chance to load. At the top left of the phone click on the Avaya symbol Page 20
Select File and then Settings. On the left navigation pane, select Server. Page 21
Match your settings to the Screenshot. On the left navigation pane, select License Servers. Page 22
Click on the New server text box. Enter in the New server field: 172.27.70.44 Page 23
Click Add. The configuration changes will cause a softphone application restart. Press OK Close the Phone. Page 24
RSA SecurID Navigate to http://cara.com/download/. Download and save the RSASecurIDToken410.zip file. Extract the file and run the installer, RSASecurIDToken410.msi. Page 25
Press Next Carefully read the region section and select the appropriate one. Press Next Page 26
Accept the license agreement and choose a Typical install. Press Install Page 27
Press Finish Save and extract your swissagent file which should be received from your employer. Finally, run the extracted file and it will be imported into the RSA program. Press OK Page 28
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Log into Cara Logging into Cara requires Google Chrome to be open, Microsoft Security essentials/windows firewall to be running and you must use Internet Explorer to log in. Open Google Chrome and then minimize it. Run internet explorer as administrator. Right click on the internet explorer icon Right click again on Internet Explorer and select run as administrator Page 30
Select yes to the security prompt. Navigate to https://access.cara.com In the Username field, on the website, enter the name of your SwissAgentABC file. The file used as an example in the manual was SwissAgent067, thus swissagen067 was entered into the Username field (as shown below) in lower-case. The password will be generated by the RSA program we just installed. By default the initial PIN we enter into RSA is 0000 Press either the enter button or the arrow button to the right. Page 31
Select the copy button and paste the passcode into the password field on the https://access.cara.com website. Press the Login button IMPORTANT NOTE: You must Paste the copied eight-digit number and press Login before the 60 seconds runs out. A different eight-digit number is generated every 60 seconds. The blue bars indicate how much time is left before it changes. Page 32
In the response field you will need to input a 4-8 digit numeric pin number. ThePIN must be all numbers and cannot start with a zero. Remember to keep your pin written in a safe place, along with your other login information. You will then see the below window. Leave it for now. Page 33
Switch to the RSA program. Click on the Re-enter PIN button Enter your PIN you chose into the RSA application and either press Enter on your keyboard or press the button to the right of the PIN field. Wait for the passcode to change once and click the copy button Paste the newly copied passcode into the website response field and click on the Submit button Page 34
If you receive any popups ensure to click trust, run and/or install. The below image will load on the website and you should see the below messages after a few minutes of the login procedure occurring. You should now be on the below website. You are currently logged into Cara, but you are not yet connected to the VPN. Page 35
Click on the NetDirect link located near the bottom-left corner of the website. Click on the I Agree button. Page 36
Wait for NetDirect to install itself and connect you to the Cara VP The Banner Message indicates that you have successfully connected to the VPN. Click on the OK button. Note: It has been reported that not all agents get the banner message. If the Avaya icon on the toolbar turns Green or Blue, you are connected. Page 37
DO NOT CLOSE OR NAVIGATE AWAY FROM THE ACCESS CARA PAGE. DOING SO WILL DISCONNECT YOU FROM OUR NETWORK. Page 38
Log into Phone Launch the softphone. When the softphone loads you should be at the following screen. Enter the NODE and TN which should be provided by your employer. Page 39
Allow the phone time to load. When it does, press the button directly to the right of the 6000 button and enter your 4 digit phone ID followed by the pound key. When ready to take calls simply press the NotReady button. Page 40
eorder Open the minimized instance of Google Chrome and navigate to: https://order.swisschalet.com/callcentergwt Login with your credentials Page 41