OAISYS Recording Solutions Software-Only Installation Guide

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Overview The purpose of this document is to guide a technical administrator through the process of installing an OAISYS recording solution as a software-only option on a dedicated server. The dedicated server is provided by the customer and must not have any applications installed on it that are not referenced in this document. This document is applicable to both the Talkument and Tracer recording solutions for the current production release. These instructions assume a working knowledge of Windows and general setup procedures. Complete the installation of the software in the order presented within this document. An electronic version of this document is available on the OAISYS web site (www.oaisys.com) under Support > Technical Support > Documentation. OAISYS Recommended Minimum Hardware Requirements Many factors go into selecting the best hardware platform to meet your call recording needs. You must consider how many ports you plan to record and how many call recordings you would like to store on line. VoIP call recording (with the exception of Mitel Secure Recording Connector and ShoreTel TAPI-WAV configurations) requires a network switch with port mirroring. Most managed switches offer some form of port mirroring. 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. Port Count 1-48 49-96 CPU Memory Operating System** SQL* Storage Intel/AMD dual core 2GB 2GB 4GB Windows 7 or Windows Server 2008 Windows 7 or Windows Server 2008 97-200 4GB Windows Server 2008 (XP) SQL Server 2005 Express w/advanced Services or (Server) SQL Server 2005 Express w/advanced Services, Workgroup, Standard, or Enterprise (XP) SQL Server 2005 Express w/advanced Services or (Server) SQL Server 2005 Express w/advanced Services, Workgroup, Standard, or Enterprise SQL Server 2005 Workgroup, Standard, or Enterprise 160GB (20GB minimum for OS partition) 160GB (20GB minimum for OS partition) 250GB (60GB minimum for OS partition) * SQL Server 2005 Workgroup, Standard, and Enterprise Editions require Windows Server 2008. SQL 2005 Express w/ Advanced Services supports both of the Operating Systems listed above. ** Note: 32-bit Operating Systems only for Recording Server. 64-bit 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. OAISYS Software Only Installation Guide 9/3/2010 1

Downloads Required Download or locate (through Add/Drop Programs) the following prerequisites before beginning the installation: ***DO NOT INSTALL THESE PROGRAMS AT THIS TIME DOWNLOAD ONLY***.NET Framework 3.5 SP1: http://www.microsoft.com/downloads/details.aspx?familyid=ab99342f-5d1a-413d-8319-81da479ab0d7&displaylang=en AudioCodes (AiLogix) Driver: ftp://ftp.oaisys.com/pub/downloads/3rdparty/ai- Logix/5.3/AudioCodesInc.SmartWORKS_32bit.zip Sentinel USB Driver: http://support.oaisys.com/downloads/3rdparty/rainbow/spncomboinst1.0.5.exe SQL Server 2005 Express w/ Advanced Services (if appropriate): http://www.microsoft.com/downloads/details.aspx?displaylang=en&familyid=b448b0d0- ee79-48f6-b50a-7c4f028c2e3d OAISYS Recording Server Software: ftp://ftp.oaisys.com/pub/downloads/recordingserver/6.1/oaisys Recording Server Main Setup.exe Installation Steps 1. Install Operating System on Recording Server Here are some general tips for Windows 7 and Windows 2008: a. Use Run as Admin option running running setup files (right click one.exe to get option). b. Disable User Account Control (Window 2008) OR Select Lowest Level (Windows 7) through Control Panel options c. Disable Data Execution Protection (DEP) i. Run Command Prompt as Admin ii. Run the following command bcdedit.exe /set {current} nx AlwaysOff d. Disable Internet Protocol version 6 (IPV6) i. Disable it in the properties of each network adapter ii. Also add the following registry value: 1. HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\tcpip6\Para meters\ 2. Dword= DisabledComponents 3. Decimal Value= 255 e. Install Powershell through Windows Update (Windows 2008) 2. Be Sure to Enable IIS, ASP.NET, and Active Server Pages See Microsoft documentation if needed 3. Apply Operating System Service Packs and Windows Updates Required reboot after OAISYS Software Only Installation Guide 9/3/2010 2

4. Install.NET Framework Service Packs (.NET 1.1,.NET 2.0 SP1,.NET 3.5 SP1) Download latest Microsoft Updates after installing.net 3.5 SP1 when prompted 5. DVD Burning Software (if applicable) 6. Acrobat Reader http://get.adobe.com/reader/ 7. Sentinel USB Driver 8. Audio Codes (Ai-Logix) Driver a. Unzip Downloaded file to a new folder b. Run Setup.exe c. Uncheck the following boxes after install and click Finish OAISYS Software Only Installation Guide 9/3/2010 3

9. Microsoft SQL Server (Standard or Express) While these instructions are written for SQL Server Express, the options/selections would be the same for full version (workgroup or standard). We currently support 32 bit versions of SQL Server 2005. OAISYS Software Only Installation Guide 9/3/2010 4

Be sure to uncheck the Hide advanced configuration options box. OAISYS Software Only Installation Guide 9/3/2010 5

You will need the Full Text search feature enabled. Please enable it under the Database Services options. Choose the option Will be installed on local Hard Drive. We also suggest installing the Client Component Management Studio Express and the Connectivity Components. OAISYS Software Only Installation Guide 9/3/2010 6

You must enter a password for the SA user. We use oaisys however some systems will require a Strong SA Password. Please make note of the password you choose. OAISYS Software Only Installation Guide 9/3/2010 7

Accept the default collation. Uncheck Enable User Instances if it is selected. OAISYS Software Only Installation Guide 9/3/2010 8

Allow the Wizard complete. This may take several minutes from this point. OAISYS Software Only Installation Guide 9/3/2010 9

Next, go into the SQL Configuration Manager, located under Start, Programs, Microsoft SQL Server 2005, Configuration Tools, SQL Configuration Manager, and enable the IP settings, under SQL Server 2005 Network Configuration. Enable Named Pipes, TCP/IP, then IP1 and IP2 under the IP Addresses tab. See screenshots below:. Microsoft SQL Server is now installed and configured. 10. Install OAISYS Recording Server Main Setup The default options are fine. OAISYS Software Only Installation Guide 9/3/2010 10

11. Create Database Users a. Click on Start, Programs, OAISYS, Create New Database Logins. b. Fill in the blanks (Database Server is usually localhost, and the SA Password is normally sa, oaisys, or left blank.) Click on Find/Create : c. Once the Oaisys user has been created, click Close : 12. Quick Installation Guide: This document will guide you through the remaining steps of installation: http://www.oaisys.com/downloads/oaisys_tracer_6_quick_install_guide.pdf Additional Information For additional troubleshooting information, please click here: http://www.oaisys.com/downloads/version6troubleshooting.pdf For all OAISYS training options available, please visit our web site here: http://www.oaisys.com/training.aspx Please note: OAISYS is not responsible for troubleshooting network performance or behavior. OAISYS is not responsible for troubleshooting hardware issues. OAISYS Software Only Installation Guide 9/3/2010 11