MyCalls Enterprise Installation Manual
Contents
1. JE Extension Groups 2 Pilot Numbers AB General JT Trunks Once the config has been imported you can login to MyCalls and the node cluster client installation is completed This procedure can be repeated for each node cluster client that will exist in the enterprise Assign Configuration to PBs Code Leicester Head Office Nottingham Gwich IFP Address SMDA Port Event Port i g2 168 1 2 a00 4000 SMDA Serial Configuration Part Baud Rate Parity HoPort 0 None Scenario 3 Clustered Install with Group Cluster Clients The steps for this installation scenario are summarised as follows e Make sure that all the PBX s are programmed for MyCalls Refer to the MyCalls Installation guide for further details e Install MyCalls and Elect the Cluster Server e Install the MyCalls Enterprise license on the SV8100 that will hold the license e On the MyCalls Cluster Server read the license from the SV8100 holding the Enterprise license and register it e Install the license that will enable SMDR and P Commands on all of the other SV8100 s that are part of the enterprise e Carry out a complete installation on the Group Cluster Client PC and configure it as a Group Cluster Client PC e Do the config import for each of the PBX s in the group cluster client Install MyCalls and Elect the Cluster Server Follow the instructions from scenario 2 for installing MyCalls and electing the cluster server On2. Setup Type Choose the setup type that best suits your needs Please select a setup type C Complete R All program Features will be installed Requires the most disk space C Client FE Install only the client applications C Server FE Install only the server components C Email Collector i Install only the email collector is Choose which program Features vou want installed and where they Will be installed Recommended for advanced users Installshield Back Cancel From the list of components make sure everything is selected and click next is MyCalls Installation Wizard Custom Setup Select the program features you want installed Click on an icon in the list below bo change how Feature is installed Feature Description Call Collector Configuration should be installed if vou want to modif the configuration of the call collector From this computer Call Collector Call Processor oe Applications nba r MyCals cath Call Collector Configuration a Computer ID Generator E Database This Feature requires 57MB on our hard drive Install to C Program Fil amp SiMNEC Infrontiaif yCallst Installshield Help Space lt Back Cancel At the collector screen leave the name as Local Collector and click next ie MyCalls Installation Wizard Call Collector Name IF
3. The 8100 MyCalls Enterprise software can also work with the Aspire and XN120 PBX If any Aspires or XN120 s are to become part of the enterprise then they have to be added in manually using the Collector Configuration Application It is not possible to use the Config import tool to add XN120 s or Aspire s Scenario 1 A Central MyCalls PC Colleting from Multiple PBX s There is a Central PC running MyCalls at a head office and all the P commands and SMDR are sent directly over the network to the MyCalls server PC This is only suitable for connecting up to 10 SV8100 s to a single PC Ifa link between the remote sites goes down then there is a possibility that data will be lost until the link is restored MyCalls clients can be installed on the network to give users access to real time screens and reports Any user in MyCalls will be able to report against any PBX PC located at Head Office LAN WAN VPN LAN WAN VPN Scenario 2 Clustered Installation with a Cluster server and Node Cluster Clients In this scenario a PC is elected as a Cluster Server This is the PC that holds the configuration and call records database for all the sites The Cluster server also holds the license for the entire enterprise Node cluster clients are PC s that are responsible for gathering data from a PBX and then feeding that information back to a cluster server Working in a clustered environment will allow a Cluster Server t
4. F gt 5 mij Rename this file Pr Move this file T i Copy this file The toolkit application will load F MyCalls Toolkit From the toolkit click the clustering menu Now select the This computer is being used as a cluster server option Once you have selected to be a cluster server select all the PBX s in the configuration and reporter boxes In the Statistics box ONLY select the PBX s that are directly connected to the cluster server DO NOT select statistics for any of the node cluster clients PBX s Clustering Configuration 10 x Clustering is not being used This computer is being used as a node cluster chent Typically vou will set up the Configuration Statistics and Reporter PBS monitor lists to contain only the PBXs that are directly connected to this computer This computer is being used as a group cluster chent Typically you will set up the Configuration and Statistics PB monitor lists to contain only the PBXs that are directly connected to this computer The Reporter PES monitor list should contain all the PBs that the group cluster client needs to report on ie This computer is being used as cluster server Typically vou will set up the Configuration and Reporter PBS monitor lists to contain all the PBs The Statistics PBS monitor list should only contain those PEs that are directly connected to this computer PEs Monitor Lists Configuration lw Head Office Reporter W Le
5. Manual configuration tan be done either by entering the information directly or by using existing event data selecting a value from the Sample SMOR and then using aright mouse click to assign the value Sample SMOR Pratacol CRLF Template Name Predefined Templates if there are no templates in this list you will need to browse for the file MasterSwitchT emplateF ile mpbs User Defined MEC Infrontia Aspire Events T Browse Select a template User Defined E Template Configuration rs i 3 Fi NEC Infrontia Aspire Events Er i NEC Infrontia European Aspire Line presented Use computer D ate NEC Infrontia European Aspire Line presented using Call Date im Line Field Ignore f NEC Infrontia European Aspire LinePresented using Call Date in header SMDA Format NEC Infrontia European 4spire 120 Line DID presented Use computer Date Event Format NEC Infrontia European 120 DDOI presented Call Date in header BI Sun Max lines per SMOR Record 1 H Events You will be ask if you wish to overwrite the current template click yes and then OK Edit the Telephone System Template A Are you sure pou want to overwrit the current template Click Close to shutdown the Collector Configuration Application and start MyCalls From the view menu select Audit Log Window Drag 4 column header here to group by that column Column Chooser Date Time kd System Category Action Result Description wh
6. Reporter select each PBX in the Group Cluster that you will want to run reports for a Clustering Configuration 5 oj x Clustering is not being used C This computer is being used as a node cluster client Typically you will set up the Configuration Statistics and Reporter PBX monitor lists to contain only the PBXs that are directly connected to this computer This computer is being used as a group cluster client Typically you will set up the Configuration and Statistics PBX monitor lists to contain only the PBXs that are directly connected to this computer The Reporter PBX monitor list should contain all the PBXs that the group cluster client needs to report on a This computer is being used as a cluster server Typically vou will set up the Configuration and Reporter PBX monitor lists to contain all the PBXs The Statistics PBX monitor list should only contain those PBs that are directly connected to this computer C PBS Monitor Lists figurati Configuration Reporter W Leicester W Nottingham Select All Leicester Select All iv Nottingham a Select None Select None Statistics E Head ifice vi Leicester Select All Reload PBX Lists y Nottingham HE UE Select None i Cluster Server Cluster SOL Server pc0223 pcO223 kss Test Connections Cancel OK 4 At the Clustering Configuration screen click ok to apply the changes MyCalls will need to
7. login to MyCalls with There are two reasons for this each user in MyCalls has their own set of layouts If a user logs onto MyCalls at a head office PBX and then a PBX that cannot see the head office the layout will fail to load The other reason for creating users is for security to stop unauthorised users logging on LIABILITY DISCLAIMER NEC Philips Unified Solutions reserves the right to change the specifications functions or features at any time without notice NEC Philips Unified Solutions has prepared this document for use by its employees and customers The information contained herein is the property of NEC Philips Unified Solutions and shall not be reproduced without prior written approval from NEC Philips Unified Solutions All brand names and product names on this document are trademarks or registered trademarks of their respective companies Copyright 2008 NEC Philips Unified Solutions NEC Philips Unified Solutions P O Box 32 1200 JD Hilversum The Netherlands
8. of PBX s configured in MyCalls will determine the number of PC s required for the installation Further details are discussed in the Installation Scenario section of this manual Minimum Hardware Specification Intel Core i3 Processor or above 2GB RAM Min 20GB of available Hard Disk Space Operating systems Windows XP Pro min SP2 32 BIT only Windows Server 2003 SP2 32 BIT only Windows Vista Business Ultimate and Enterprise 32 BIT only Windows 7 Professional Ultimate and Enterprise 32 and 64 BIT Windows Server 2008 32 and 64 BIT MyCalls is also supported on Terminal Services and Hyper V running on a Windows 2008 server Call playback is not supported via terminal services Remote Desktop Data Storage As MyCalls Enterprise can be dealing with large amounts of data to cope with that there are two methods in which data can be stored in MyCalls You can either use SQL Express 2005 or SQL server 2005 SQL Express 2005 is used by default with MyCalls and will allow up to 4GB of data to be stored in it 4GB of data is approximately 16 000 000 call records Once the storage limit has been reached it will be necessary to purge historic data from MyCalls SQL Server 2005 does not have any storage limits and can be used where you are required to store more than 16 000 000 call records It can also be used if a customer has a SQL Server and asks for the MyCalls database to be installed on to it Note SQL Server 2000 is n
9. s 0 0 0isrss1101as 29 Installing the My Calls Databases sertie ren tonte 29 Testing The Connection to the MyCalls Database 32 Adding an SV8100 GP ASPIRE A ssi sada a aa e a uen sus aA aa secant nan 33 Adding an X NIT 2 ise acct areata pee benteie ances beaten tcdgieed onto nnteaciemhbessetiosedseeebaeeneleaseadee ies 37 Using MyCalls ECMO ISO sais SR ne 39 Real Time VV INGOWS GS a a a a a a 39 Meporing No GIUSTENING MOUCHES Sn 39 Reporting Clustering Mode Vs 40 U O RSS RS de E de nn A 40 Description MyCalls Enterprise can be used to provide a centralised call management solution for an organisation This manual is intended to give an installer who has knowledge of MyCalls the ability to install MyCalls enterprise MyCalls Enterprise works with the SV8100 Aspire and XN120 PBX In an Enterprise installation a mixture of these different PBX s can be used Different installation scenarios can be used for larger installation or for specific enterprise functionality The installation scenarios are described further in this manual Requirements Telephone System An SV8100 PBX running version 4 00 system software or greater If an Aspire or XN120 will be part of the enterprise then they will need to be run 7 60 system software or greater An Ethernet connection to the SMDR and P command output will be required PC Specification MyCalls Enterprise requires a dedicated PC to act as the MyCalls server Depending on the number
10. this computer PEs Monitor Lists Configuration Head Office Iv Leicester Select All Nottingham Reporter Select All Select None Select None Statistics C Head Office lw Leicester Select All Reload PBX Lists Nottingham Select None re OE E Cluster Server Cluster SQL Server pc0223 pcl223 kss Test Connections Cancel OF be Once you have selected to be a node cluster client entered the cluster server name and the cluster SQL server click the Reload PBX Lists Select the PBX that will be associated with this node cluster client and click OK At the Clustering Configuration screen click ok to apply the changes MyCalls will need to restart its services click OK to continue e xl AN The services Call Processor Scheduler and OCD will now be restarted OK Cancel Each of the MyCalls services will all stop and then start Click OK at each prompt The PC is now configured as a node cluster client Do the config import for the PBX you selected in Be sure to select the correct PBX in the General page before the node cluster configuration importing the config Configuration Import Tool File Help co he Import My Telephone System Configuration ou can either copy and paste data trom a switch programming tool or import data direi o Configuration Import life Account Codes HS Callers ABB Dial 25 Camiers E Extensions
11. Calls application on a separate server To carry out an installation of this type the first part of this process would be to install the MyCalls Database on the SQL server Installing the MyCalls Database Start the MyCalls installation wizard as normal and choose a custom installation type When asked which components to install select to only install the database component and click next Select the program features you want installed KES L Click on an icon in the list below to change how a feature is installed Feature Description This option allows you to selectively install the client x Call Collector x Call Processor applications X MyCalls XX Call Collector Configuration oom X v Computer ID Generator This Feature requires OKB on LS Database your hard drive It has 0 of 3 subfeatures selected The subfeatures require 19MB on At the database server screen select the option to Select the SQL Server to connect to or click Browse to see a list of all SQL Servers Click the Browse button and select the database server from the list provided If the database if going to be installed on to a default instance on the SQL server then you should select local from the list of database servers If the database if going to be installed on to a named instance then you should select local instancename where instancename is the name of the database instance Then choose the option to connect usin
12. LAN Wallboard Users Do M Call Playback Users Digital Trunks Analog Trunks IP Trunks f e o fot Install Load MyCalls from the Configure menu select Telephone System Click Create a New PBX Configure Telephone System E lf Head Office PBXs PEXS are used to organise a configurati single PEX can support one telephone and reporting is required for more than c PAs must be configured Tasks Create a Mew PBA Use the Create a New POX wizard to set the site code assign an administ configurable notes Enter a name of the PBX in the PBX code box set the Country the Area code and the International Access code as required Enter a node number each PBX must have a unique node number with the Enterprise Once you have entered all the details click OK Identify the PBX The PBX Code is the unique name for each switch Networked PBX s that form one logical Switch must be uniquely identified by their Mode identifier Mote that both a PBX Code and an Area Code must be entered FE Code Node ee Admin User None Select Country United Kingdom ig Edit Country Numbering Plan Area Code International Access Code ee Call Recorder None Edit Notes Repeat this procedure for each PBX that will be added into MyCalls Elect the Cluster Server Start the toolkit exe application from the c program files NEC Infrontia MyCalls folder r W MyCalls O lt mape Ci D C Program Files WEC
13. STEM SYSTEM Success Success Success Decoder Transp Stop Success Head Office Network data source Head Oiiice_ SMODA SYSTEM Seer errs rnvee ree ener reenneer ree an eevee RE CEE LORS PeeeeeeeeeC eee eee eee eee i Any new calls will appear in the call records view Date Time PBX From Device To Device Humber User Location TT 2007 14 58 DRE in 200 i 0 010 None om 16643133 Leicester 07779 23456 Mobil Phones Orange Using MyCalls Enterprise Real Time Windows When creating real time windows you can select which PBX s they will be for If you are in a clustered mode you will only be able to create real time windows for PBX s you have checked Statistics for in the toolkit Real Time Graph Configuration 1xl Select the group to view The statistics are filtered to show only values for the type you have selected The DID and Pilot Number statistics may not be available on your telephone system Check with your maintainer for details PBX Display Values Head Office v Historical Current Only Head Uftice Bae I Notingham All Analog Phones Refresh Time s Reporting Non Clustering Mode When a report is run by default information will appear for all devices regardless of which PBX they were made from If there was an extension 200 at each site and you run a report against extension 200 it would show stats for every exte
14. UNIVERGE NEC MyCalls Enterprise Installation Manual Version 1 2 Document History Revision 1 1 Feb 2008 Initial Release Revision 1 2 Jan 2011 Update for Version 3 0 0 0 Table of Contents TBE EST GITE DR S N 4 FERS CPM MS AS en a Re 5 F l bhone SY SEIN aparun E entente entiere Du 5 C3 0 2101 ES LUS RER E T ERE E E E EEEE 5 Data Stord Ehen a a a e A 5 LICONSA 6 HS IO ES CEA A 7 Scenario 1 A Central MyCalls PC Colleting from Multiple PBX s cccceccseeseeeeeeeees 7 Scenario 2 Clustered Installation with a Cluster server and Node Cluster Clients 8 Scenario 3 Clustered Install with Group Cluster Clients 9 Scenario 4 A Cluster Server with Node Cluster Clients and Group Cluster Clients 10 Installation Procedures iii 11 Scenario 1 Single MyCalls PC Multiple PBX s with SQL Express 2005 11 Scenario 2 Clustered Installation with a Cluster Server and Node Cluster Clients 14 Scenario 4 A Cluster Server with Node Cluster Clients and Group Cluster Clients 24 SCE ato o Neunk IM SEAN AUN ses r NS nt 24 Scenario 6 MyCalls Call Centre and Enterprise Non Netlink ccccceeceeeeeeeeeeeeees 25 scenario 7 MyCalls Call Recorder and Enterprise 25 Using MyCalls with SQL 2005 iii 26 Installing the MyCalls and the MyCalls Database on a SQL 2005 Server 26 Installing MyCalls and The MyCalls Database on Separate PC
15. alled on the SV8100 that will hold the license for the entire enterprise license Once these licenses have been installed on the SV8100 the MyCalls Enterprise Server PC will read the license from the SV8100 then register and install the license The remaining 9 MyCalls Basic licenses should be installed on each of the other SV8100 s that will be monitored This will allow SMDR and P Command out of the other PBX s these licenses should not read from the SV8100 and registered If any call recorders are used again the licenses should be installed on the SV8100 holding the license for the enterprise EU000001 MyCalls Basic 7 x SV8100 s running MyCalls Call Manager 3 x V8100 using MyCalls Call Centre all SV8100 s are connected using MyCalls Enterprise 7 Call Managers required to allow reporting against EU000003 MyCalls Call Manager the 7 SV8100 s Call Centre Packages multiple call centre packages should not be installed else MyCalls will stop working EU000010 MyCalls Enterprise rare MyCalls packages to be Enterprised The 9 MyCalls basic licenses will allow SMDR and P D E OOA ARIE Command output from each of the remote SV8100 s ly 1 Call Centre package is required for this configuration This should have enough agents for ee ee cue the entire enterprise With MyCalls enterprise In this scenario the call manager licenses and Call Centre licenses are all installed on the Main SV8100 that will hol
16. ce you have elected the Cluster Server you can do the config import for the PBX connected to the Cluster Server Before installing and configuring the Group Cluster Clients make sure you install the Enterprise license Install and Configure Group Cluster Clients Again this procedure is similar to that from scenario 2 On the Group Cluster Client PC firstly carry out a complete installation of MyCalls Once the installation has completed start the toolkit application from the C Program Files NEC Infrontia MyCalls folder The toolkit application will load HE MyCalls Toolkit Ioj x Services Database Message Queue Firewall Clustering Client The program should only be used under the supervision of a support engineer From the toolkit click the clustering menu From the Clustering configuration screen select This Computer is being used as a group cluster client At the lower section of the configuration screen enter the name of the Cluster Server PC in the Cluster Server box In the Cluster SQL Server box enter the Cluster Server PC followed by KSS Once you have entered the Cluster Server and the Cluster SQL Server you can click Test Connections to verify the connection to the Cluster Server It is usual for the SDMR connection to fail In the PBX Monitor Lists select configuration for each PBX in the group cluster client In the Statistics box select statistics for each PBX you will want to create real time windows for In
17. d the license for the enterprise Note only one call centre packages should be purchased that will have the correct number of agents that exist in the enterprise Each of the remote PBX s should have the MyCalls basic license installed on them and they should not be registered Details of how to install the licenses are available in the SV8100 MyCalls Installation Manual Installation Scenarios There are many different configurations that can be used in an enterprise environment These different configurations are shown in the following section of this manual An SV8100 has two types of information that MyCalls needs in order to function Port Commands Referred to as P Commands or P Events and SMDR A P Command is output each time a call is presented to the PBX or each time an extensions status changes A standard call will generate around 10 P commands It is therefore not recommended to directly connect more than 10 SV8100 s or to a single PC If there is a requirement to connect more than 10 SV8100 s into a MyCalls Enterprise network then clustering should be used Clustering can send a unified version of the P commands and SMDR output to a MyCalls Server Call recording can be used with any of the following scenarios and will always need a local PC to record calls on to Calls can be played back from a central location or client over a network Call recording licenses should be installed on the SV8100 holding the license for the Enterprise
18. e and register it e Install the license that will enable SMDR and P Commands on all of the other SV8100 s that are part of the enterprise Do the config import for the PBX connected to the Cluster Server Install and configure node cluster clients Do the config import for node cluster clients Install and configure group cluster clients Do the config import for the group cluster clients To install MyCalls Enterprise in this way follow instructions from scenario 2 this will have MyCalls installed and node cluster clients working Then follow the instructions Install and Configure Group Cluster Clients from the installation instruction from scenario 3 Scenario 5 Netlink installation A Neilink installation will look like one PBX to MyCalls The license is slightly different to a normal enterprise licensing rules A MyCalls Call Manager or MyCalls Call Centre license should be installed and then a Netlink node license for each secondary Netlink PBX If the secondary Netlink system exists on the same IP subnet as the primary system that a Netlink Node license is not required As the P Commands and SMDR are output from the Primary Netlink system that is the only system that needs to have a license installed on it Where MyCalls Call Centre is used the agents can be distributed amongst the Enterprise regardless of if they are connecting to a Primary of Secondary system Step by step instructions are as follows e Install the MyCal
19. ed Using MyCalls with SQL 2005 By default MyCalls comes with SQL Express 2005 SQL Express 2005 will store up to approximately 16 000 000 call records Once with limit has been reached it will be necessary to purge historic data from MyCalls With SQL 2005 there are no limits on the amount of data that can be stored SQL 2005 is therefore ideal for organisations that have the requirement to store over 16 000 000 calls within MyCalls It is also possible to install the MyCalls database into an existing SQL Server environment For example if a customer asks you to install MyCalls onto a PC that already has SQL 2005 on you can install MyCalls asking it to create its own database within the SQL2005 server You will require a username and password from the administrator of the SQL Server the account should have administrator privileges MyCalls and the MyCalls database can actually reside on different PC s or on the same PC Both installation scenarios are described in this section of the manual Note it is not possible to install MyCalls 1 6 or greater onto a SQL 2000 Server Installing the MyCalls and the MyCalls Database on a SQL 2005 Server This documentation explains the installation procedure for setting up MyCalls onto a PC that will use SQL 2005 for its data storage Start the MyCalls installation wizard from the installation type screen choose a custom installation type ji MyCalls Installation Wizard i A
20. er Server and Node Cluster Clients The steps to installing this scenario are summarised as follows Make sure that all the PBX s are programmed for MyCalls Refer to the MyCalls Installation guide for further details Install MyCalls and Elect the Cluster Server Install the MyCalls Enterprise license on the SV8100 that will hold the license On the MyCalls Cluster Server read the license from the SV8100 holding the Enterprise license and register it Install the license that will enable SMDR and P Commands on all of the other SV8100 s that are part of the enterprise Configure and add node cluster clients as required Do the config import for each node cluster client Installing MyCalls Once the PBX has been programmed for SMDR output you should start the MyCalls installation as normal and carry out a complete installation of MyCalls Once the installation has completed carry out the configuration import for the first PBX as normal Use the license manager to read the license from the SV8100 and check the number of PBX s are correct The license will then need to be installed and registered MYCalls License Manager OI x File License Help Serial Humber License Type po 201 7 11 6604 4763 9630 F 636 41 34895 Enterprise Registered User Registered Company Richard Horsley NEC Internal Expires Maintenance Renewal 31 1272105 20 09 2008 PEs Extensions Concurrent Users ACD Supervisors 3 Unlimited li li Agents
21. ered you can change it in here HE Client Configuration and Test CPE Server i Database Server GE MM 4 Collector Name Connected OK tep pc0223 9995 KSSCPE Local Collector Select the PBXs that can be reported on Connected OK tcp pc0223 9997 KSSDCDServer Head Office Connected OK PCO1642003 Select All Select None Test Connections Save Cancel YW Z Connected OK tcp pc0223 9993 Status Collector Confiquration Application The Collector Configuration Application can be used to edit connections to PBX s for example if the IP address of a PBX has changed you can update the MyCalls configuration to reflect this change Usually this would be done using the Configuration Import tool however the Collector Configuration Application can be used also The following procedures can be used to manually add a PBX into a MyCalls installation You should only really need to do this when it is not possible to use the config import tool Before adding a PBX make sure the relevant outputs are programmed correctly on the PBX Adding an SV8100 or Aspire When adding an Aspire you will need to create two connections one for P Events and one for SMDR From the Start Programs NEC Infrontia MyCalls menu launch the Collector Configuration application At the login prompt enter the User name installer and password Installer note the password has a capital I User Login ee En
22. f the PBX this connection is for li 42 166 1 2 Notes OF Cancel Locate the connection that you have just created and click on Edit Telephone System Template From the drop down menu select NEC Infrontia European Aspire XN120 Line DID presented Use Computer Date from the drop down menu a Edit the Telephone System Template i Fie SMOR Advanced 10 x Edit the Telephone System Template ou can either select a preconfigured template tif one exists for your switchi or configure one manually Manual configuration can be done either by entering the information directly or by using existing event data selecting a value from the Sample SMOR and then using aright mouse click to assign the value Sample SMOR 7 Protocol CRLF Template Name hh Line DID presented Use computer Date Template Configuration E General Ignore SMDA Format i Event Format E SMDA Predefined Templates if there are no templates in this list you wall need to browse for the fle MasterSuwitchT emplateF ile pbs Select a template T Select a template User Defined Browse E NEC Infrontia Aspire Events NEC Introntia European Aspire Line presented Use computer Date NEC Introntia European Aspire Line presented using Call Date in Line Field f NEC Infrontia European Aspire LinePresented using Call Date in header hae HEC Infrontia European Aspiess N1120 Line DID presented Use com
23. g Server authentication using the Login ID and password below Enter an appropriate login ID and password which will allow you to connect to the SQL Server iis MyCalls Installation Wizard Database Server Select database server and authentication method C Use MyCalls s own server Select the SOL Server to connect to or click Browse to see a list of all SOL Servers Database Server local y Connect using C Windows authentication credentials of current user Server authentication using the Login ID and password below Login ID Isa Password tant Click next until you are prompted to enter a server name The server name will be the PC name of the computer that will have MyCalls installed on Enter the name and click next a MyCalls Installation Wizard Server Name if a Call Processor has not been included in this installation then For MyCalls to operate correctly it needs to know the name of the computer on which the Data Processor has been or will be installed onto Please enter the Server Name pco223 InstallShield The MyCalls database will be installed and ready for use On the PC that will be the MyCalls server start the MyCalls installation and choose a custom installation type Choose to install all components except for the Database iy MyCalls Installation Wizard Custom Setup Select the program features you want installed Click on an ic
24. icester Select All Iv Nottingham Select All El __SelectNone Select None Statistics CT Leicester Select All Reload PEX Lists Nottingham Select None Cluster Server Cluster SQL Server Test Connections Cancel OF Click the Test Connections button and the cluster configuration will verify it can connect to its own services It is usual for the SMDR connection to fail click OK to close the test connections window BE y Connected OF tcp iiocde23 9995 K55CPE Connected OK bcp Npco223 9995 Status Connect Failed tcp Mpc0z23 9991 SMDR No connection could be made because the target machine actively refused it Connected OF kop iioc0e23 9997 KSSDCO Server Connected OK E55 At the Clustering Configuration screen click ok to apply the changes MyCalls will need to restart its services click OK to continue RE x 4 The services Call Processor Scheduler and OCD will now be restarted OK Cancel Once the services have all started up you have elected the cluster server Install and Configure Node Cluster Clients Repeat the installation procedure of MyCalls carrying out a complete installation Be sure to enter the correct PBX information when prompted Once the installation has completed DO NOT do a config import instead start the toolkit application from the c program files NEC Infrontia MyCalls folder MyCalls Toolkit q gt lo X Services Database Message Que
25. ist of all SQL Servers Database Server local Connect using C Windows authentication credentials of current user Server authentication using the Login ID and password below LoginID fa Password cr InstallShield lt Back Next gt Cancel Click next to continue and complete the installation as normal Once the installation has finished you should install the MyCalls Enterprise license This installation can now be treated as a normal MyCalls setup The only difference will come when configuring Node Cluster Clients and Group Cluster Clients you must specify the correct Cluster SQL Server in the toolkit If a default instance of the MyCalls database was installed then you should just enter the PC name of the Cluster SQL Server PC If the MyCalls Database was installed into a default instance you should enter Cluster SQL Server PC name If the MyCalls database was installed into a named instance you should enter the PC name instancename where instancename is the name of the database instance Cluster Server Cluster SQL Server pct B4200 pct 4200 The Cluster Server will always be the PC elected as the cluster server Installing MyCalls and The MyCalls Database on Separate PC s It may be a requirement to install MyCalls and the MyCalls database on separate PC s If there is a PC that is used as a corporate SQL Server running several instances of SQL database then it might be worth keeping the My
26. login ID and password Click next and complete the installation wizard iy MyCalls Installation Wizard Database Server Select database server and authentication method C Use MyCalls s own server Select the SQL Server to connect to or click Browse to see a list of all SQL Servers Database Server PCO1642003 w Browse Connect using C Windows authentication credentials of current user Server authentication using the Login ID and password below Login ID Isa SSS Password cn InstallShield lt Back Cancel Once the installation has completed you can do the config import and you will up and running Testing The Connection to the MyCalls Database To test the connection to the MyCalls Database start the toolkit application from c program files necinfrontia MyCalls folder lolx File Edit View Favorites Tools Help ae Back gt Bi pe Search Folders Bal File and Folder Tasks E mi Rename this File i Telephony y Move this File IN Copy this file RER When the toolkit loads click on Configuration and test from the client menu HE MyCalls Toolkit Services Database Message Queue Firewall Clustering Client SQL Query The client and configuration and test screen will load Click the Test Connections button and MyCalls will verify if it can connect its services If the Database server name has been incorrectly ent
27. ls Server Install the MyCalls license on the Primary Netlink SV8100 e On the MyCalls Server read the license from the SV8100 holding the license and register it e Do the config import for the Primary Netlink system Scenario 6 MyCalls Call Centre and Enterprise Non Netlink When MyCalls Call Centre is used in a Non Netlink configuration then the procedure for installing MyCalls is no different and can be used in any of the installations scenarios 1 4 The main difference to the whole setup is how the Call Centre licensing works For each call centre on each PBX that exists there should be a MyCalls Call Centre license for the appropriate number of agents Install MyCalls and configure MyCalls Enterprise as required Install the MyCalls Enterprise and MyCalls Call Centre licenses on the SV8100 that will hold the license On the MyCalls Server read the license from the SV8100 holding the license and register it Install the license that will enable SMDR and P Commands on all of the other SV8100 s that are part of the enterprise Scenario 7 MyCalls Call Recorder and Enterprise Call recorders can be used in any of the scenarios 1 6 and the same licensing rules apply When ever a Call recorder is used within an enterprise then the call recorder license will need to need to be installed onto the SV8100 that is holding the Enterprise license As the physical call recorder need to be connected in line with the trunks then a PC will ne
28. nsion 200 To report specifically against one PBX you have to filter the report against a PBX When editing the report configuration check the PBX s box Specify the devices to filter the report to AUS were handled by Extension Group Sales Select the types thay you wish to filter the r filtering will be configured later in the wizard depending on what you select Ifyou do n results to a certain type of device then do not not select that option Account Codes Groups Pilot Numbers Groups Costing Types Callers Groups Extensions Groups Call Durations lv Call Types iv PBXs Trunks Groups Users Organisation Groups DIDs Groups Dialed Received Numbers Prev Next Finish Once you have selected to filter by a PBX you can choose which PBX s to include in the report Select the PBXs to include in the report By selecting the include deleted PBXs itis possible to report on configuration PBs to Include Head Office Select All C Notingham E Select None Include Deleted PBXs Prev Next o Prev Reporting Clustering Mode A cluster server should be able to report against all PBX s that have been selected for reporting in the toolkit clustering configuration Node cluster clients will only report against their directly connected PBX s Users When users are created they are not tied to a PBX Each PBX or user of MyCalls should have their own user name and password to
29. ntifier Mote that both a PBX Code and an Area Code must be entered PRY Code Mode es Admin User None Select Country United Kingdom Edit Country Numbering Plan Area Code International Access Code D ee Call Recorder None dl Edit Motes Repeat this procedure for each PBX that will be added into MyCalls Once each PBX has been added start the config import tool In the config import select the general page and from the Assign Configuration to PBX Code drop down menu select the PBX you are going to do the import for After selecting the correct PBX complete the import procedure adding the extensions DDI s and trunks as required Configuration Import Tool File Help cy lad Import My Telephone System Configuration You can either copy and paste data from a switch programming tool or import data directly frot El Configuration Import lf Account Codes Assign eo OSEO to PBs Code AR Callers ABB Dial Head al eet z8 Aner Head iim 3 ce LE Hite Extensions El Extension Groups Leicester Nottingham Pilat Numb Switch IF Address SMOR Fort Event Fort lot Numbers General fo fo mre tI T rmnks SMDA Serial Configuration Repeat this procedure for each SV8100 that will exist within the Enterprise To add other PBX s in refer to the Collector Configuration Application section of this manual Scenario 2 Clustered Installation with a Clust
30. o 14 11 2007 13 41 pela Decoder Transp i Start Success Leicester Network data source Leicester Events 1411 2007 13 41 mia Decoder Transp Start eicester Network data source Leicester SMDR Review the audit log and make sure the connections that were created have started successfully If they do not start check the PBX programming and review the IP address and port numbers entered in the collector configuration application Once the connections are successfully created you should see calls from the newly added PBX in the call records view 14 11 2007 O 00 LL _ Drag column header here to group by that column Date Time PBX From Device To Device Number 14 11 2007 14 19 Leicester 200 200 009 009 01166431 141122007 1419 a a 14711 2007 14 19 Leicester 200 200 041 04 01166431 a 14 11 2007 13 55 Head Office 200 ExT 200 001 Line 001 0150964 mn 141122007 13 54 EEE NE 033 Line 0331 01509200 14 11 2007 13 32 Head Office 15096431 ee CCS CE CEE CC CET CCE CE CET ECC CCS CEE TTC CE CCC CDS CE CEE TETE CCS CE CCC CE CCC CCR CCC CCE CEE CCC CE CE CC CE CPC CCS CE CC CCE CCC CET CC CC CC EEE CC Adding an XN120 Adding an XN120 using the collector configuration application is very similar to adding an Aspire The only difference being the XN120 does not have a connection for P Events Load the collector configuration application Under Collectors Local Collector Network Connecti
31. o report against all PBX s in the enterprise and will allow Node cluster clients to report only against the PBX connected to it Each node cluster client will have the ability to run reports and view real time information for its local PBX only The cluster server will not be able to view real time information for each PBX in the enterprise A Cluster Server Scenario 3 Clustered Install with Group Cluster Clients In this scenario there is a cluster server which stores the configuration and call records for the entire enterprise There are also PC s that act as Group Cluster Client s A Group Cluster Client can collect from up to 10 SV8100 sw and feed back call information to a cluster server The group cluster client can display real time statistics for all PBX s it is connected to MyCalls clients can be installed within the group cluster for reporting There is no real limit on the number of group cluster servers that can exist within an Enterprise A Cluster Server 1 Group Cluster Client 1 Group Cluster Client Scenario 4 A Cluster Server with Node Cluster Clients and Group Cluster Clients This scenario is a combination of both clustering methods used in scenario 2 amp 3 There is a Cluster server which is responsible for holding the central MyCalls database There are then a combination of node cluster client and group cluster clients A Cluster Server Installation Procedures The following section desc
32. on click on Create a New Network Connection Give the connection a meaningful name select the associated PBX enter the IP Address of the PBX and enter the port number for the SMDR Once all the information has been entered click OK Create a New Network Connection 1e new Network Connection Name Associated PBX Nottingham_SMD Fi Nottingham DNS Name or IF Address of the PE this connection is for Part li 92 166 1 4 oog Notes OF Cancel Select the connection that you have just created and click Edit Telephone System Template From the drop down menu under Predefined Templates select NEC Infrontia European Aspire XN120 Line DID presented Use Computer Date a Edit the Telephone System Template ioj x Fie SMOR Advanced Edit the Telephone System Template You can either select a preconfigured template if one exists for your switch or configure one manually Manual configuration can be done either by entering the information directly or by using existing event data selecting a value from the Sample SMOR and then using aright mouse click to assign the value Sample SMOAR Protocol CRALF Z Predetined Templates if there are no templates in this list you will need to Template Name browse for the file MasterswitchT emplateFile mpbx h Line DID presented Use computer D ate Select template g Browse Select a template Uzer Defined E Templa
33. on in the list below to change how a feature is installed Feature Description Call Collector Pal Pro This option allows you to install Sere the database You would Applications normally install the database on the same machine as the Call Processor MyCalls Call Collector Configuration Computer ID Generator This feature requires 19MB on your hard drive Install to InstallShield At the Call Collector Name prompt DO NOT change the name from local collector and click next jig MyCalls Installation Wizard Call Collector Name If you are installing 4 Call Collector you need to choose 4 name For it Note that if there are several Call Collectors installed in your company each one must be given unique name and that name must be used when the Call Collector is added to the configuration If you have already performed a Complete Setup there will already be a Call Collector with the name Local Collector and you must enter a different one below Please enter the Call Collector Name Local Collector At the database configuration screen choose to Select the SQL Server and click browse When you click browse select the PC name that the MyCalls Database is installed on If the MyCalls database was installed into a named instance then select the PC name followed by instancename Once the database server is selected then select Server authentication and enter an appropriate
34. ot supported Licensing The license for an Enterprise installation will be firstly installed on an SV8100 that has been nominated as the SV8100 that will hold the license for the entire Enterprise Any licenses relating to the MyCalls Enterprise software will have to be installed on the SV8100 that is holding the license That will include any additional application users or call recording licenses The PC that will act as the MyCalls enterprise server will read the license from the SV8100 holding the license for the enterprise Once the license has been registered and installed on the enterprise server all of the other MyCalls clients and server will take their license from the enterprise server Any SV8100 that exists in the enterprise will also require a license to allow SMDR and P Command output Where Netlink is used it is not considered as an Enterprise installation and does not require a MyCalls Enterprise license The scenarios that are given below cover different possible enterprise configurations 10 x SV8100 s running MyCalls Call Manager connected using MyCalls Enterprise 10 Call Managers required to allow reporting against 10 EU000003 MyCalls Call Manager the 10 SV8100 s The 9 MyCalls basic licenses will allow SMDR and P Command output from each of the remote SV8100 s FU000010 MyCalls Enterprise fot Call Manager licenses to be Enterprised In the above scenario the 10 Call Managers and 1 Enterprise license will be inst
35. puter Date NEC Infrontia European 720 DDI presented Call Date in header kd mn hena mer ChAMO D ar 4 You will be ask if you wish to overwrite the current template click yes and then OK Edit the Telephone System Template A Are you sure pou want to overwrit the current template The connection for the SMDR has now been created There is a similar procedure for creating a connection to the P Events Start by creating a connection for the P Events and giving it a meaningful name relating to the PBX and the connection type Proceed to select the associated PBX enter the IP address of the PBX and the port number configured for the P Events Click OK once you have entered the required information Create a New Network Connection IE Identify the new Network Connection The new network connection should be named to help others Understand its use Name Associated PBX JLeicester_E vents Leicester DNS Name or IF Address of the PBX this connection is for Part 192 168 1 76 4001 Motes OF Cancel Locate the connection that you have just created and click on Edit Telephone System Template From the drop down menu select NEC Infrontia Aspire Events from the drop down menu HE Edit the Telephone System Template d E 0 x Fie SMOR Advanced Edit the Telephone System Template You can either select a preconfigured template if one exists for your switch or configure one manually
36. restart its services click OK to continue RE Xl 4 The services Call Processor Scheduler and OCD will now be restarted OK Cancel Each of the MyCalls services will all stop and then start Click OK at each prompt The group cluster client in now configured Ensuring that each PBX is configured carry out the configuration import for each PBX Before you start the configuration import make sure the correct PBX is selected in the general page Configuration Import Tool File Help i Import My Telephone System Configuration ou can either copy and paste data trom a switch programming tool or import data direi o Configuration Import life Account Codes A Callers ABB Dial Leicester r 33 Carriers an IDs Leicester Assign Configuration to PBs Code Nottingham ET Extensions ET Extension Groups Pilot Murb Switch IF Address SMOR Part Event Fort on lot Murnbers M passe 192 168 1 2 a00 4000 RT Trunks SMDA Serial Configuration Part Baud Rate Parity HoPart 7 0 None Scenario 4 A Cluster Server with Node Cluster Clients and Group Cluster Clients This scenario is a combination of Scenario 2 and 3 the installation steps are summarised as follows Install and Elect the Cluster Server e Install the MyCalls Enterprise license on the SV8100 that will hold the license e On the MyCalls Cluster Server read the license from the SV8100 holding the Enterprise licens
37. ribes the installation procedures for the different enterprise solutions Each of the following scenarios can be installed using SQL Express 2005 or SQL 2005 Further information on installing MyCalls with SQL 2005 is documented in the Installing MyCalls with SQL 2005 section of this manual These instructions work on the assumption that only SV8100 s are used in the installation Instructions for adding in different PBX s into the installation are available in the Collector Configuration Application section of this manual Scenario 1 Single MyCalls PC Multiple PBX s with SQL Express 2005 The steps to installing this scenario are summarised as follows Make sure that all of the SV8100 s in the Enterprise are programmed for MyCalls Refer to the MyCalls Installation guide for further details Carry out a complete installation on the MyCalls Server PC Install the MyCalls Enterprise license on the SV8100 that will hold the license On the MyCalls Server PC read the license from the SV8100 holding the Enterprise license and register it Install the license that will enable SMDR and P Commands on all of the other SV8100 s that are part of the enterprise Do the config import for the 1 site Add the additional PBX s into MyCalls Do the config import for each PBX When the license is read from the SV8100 the number of PBX s will reflect the number of SV8100 s that will be monitored The license will then need
38. te Configuration NEC Introntia Aspire Events General Fix a Aa Pi Head JNEC Infrontia European Aspire Line presented Use computer Date do NEC Infrontia European Aspire Line presented using Call Date in Line Field E Aue f NEC Infrontia European Aspire LinePresented using Call Date in header SMOR Format Mae HEC lnfrontia European spire NT20 Line DID presented Use computer Date po Event Format NEC Infrontia European 120 DDOI presented Call Date in header E SMOR PS CS on a 4 Fe When prompted choose to overwrite the current template then click OK to save the changes Close the Collector configuration application when you have finished Look in the MyCalls Audit log and you will see if the connection to the new PBX was successful or not here to group by that column Refrest Column Chooser Description Nottingham Network data source Nottingham SMOR cage Action Result System Start SUCCESS O i EL SYSTEM pc0223 Decoder Transp Start Success Leicester Network data source Leicester SMDR SYSTEM on Start o a ee Data Change Distributor 00 SYSTEM Start ah Success Scheduler SYSTEM Stat Success Collector Local Colector O SYSTEM Success Head Office Network data source Head Office_SMDA SYSTEM Head Office Network data source Head Office _ EVENTS Call Processor Licensed for 3 PEXs Unlimited Extensions Data Change Distributor SYSTEM SY
39. ter a user name and password When logged in you will be allowed to use the system to the level that your user has been granted This could be as either a User supervisor or admin User Mame installer Browse Password Expand Collectors Local Collector Network Connections and click Create a New Network Connection Configure Call Information Collection Configuration Collectors 9 Local Collector 29 Network Connections 7 Head Office EVENTS Head Office_SMDR mu Serial Connections Network Connections Network connections are one of the w can be collected from the Telephone These can require specialist knowled Your dealer should be able to advise H settings amp 2 FTP Connections i E9 File Connections Tasks G2 Email Connections Create a New Network Connection G Maintenance Use the Create a New Network Co The first connection will be used for SMDR so enter a meaningful name describing the PBX and the connection type From the Associated PBX drop down menu select the PBX you are configuring Enter the IP Address for the PBX and the port number for the connection Once you have configured each of the options click OK Create a New Network Connection 2 Xx Identify the new Network Connection The new network connection should be named to help others Understand its use Name JLeicester_SM DA Associated PBX Leicester DNS Name or IF Address o
40. to be installed and registered 2 MyCalls License Manager ol x Fie License Help Seral Humber License Type 80 201711 6604 4763 9630 F63641 34895 Enterprise Registered User Registered Company Richard Horsley NEC Internal Expires Maintenance Renewal 31 4122106 20 09 2008 PEs Extensions Concurrent Users ACD Supernvigors Unlimited Ii li Agents LAN Wallboard Users 10 Call Playback Users Digital Trunks Analog Trunks IF Trunks PR Install Once the license has been installed and the Config import has been completed for the first PBX login to MyCalls as an Enterprise Administrator From the Configure menu select Telephone System Click Create a New PBX Configure Telephone System i T E H af Head Office PBXs PEXS are used to organise a configurati single PEX can support one telephone and reporting is required for more than c PAs must be configured Tasks Create a New PBA Use the Create a New PBA wizard to set the site code assign an administ configurable notes Enter a name of the PBX in the PBX code box set the Country the Area code and the International Access code as required Enter a node number each PBX must have a unique node number with the Enterprise Once you have entered all the details click OK Identify the PBX The FBS Code is the unique name foreach switch Networked PBS s that form one logical Switch must be uniquely identified by their Mode ide
41. ue Firewall Clustering Client In the toolkit click Clustering In the upper section of the Clustering Configuration select This computer is being used as a node cluster client At the lower section on the configuration screen enter the name of the PC acting as the cluster server in the Cluster Server box In the Cluster SQL Server box enter the name of the PC that is hosting the MyCalls database followed by kss Once these three options have been configured you can click Test Connections to verify the configuration All items should pass the test apart from the two SMDR tests HE Clustering Configuration E a i ioj x Clustering is not being used je This computer is being uted at a node cluster chent Typically you will set up the Configuration Statistics and Reporter PB monitor lists to contain only the PBs that are directly connected to this computer This computer is being used as a group cluster chent Typically you will set up the Configuration and Statistics PB monitor lists to contain only the PEs that are directly connected to this computer The Reporter PBX monitor list should contain all the PBXs that the group cluster client needs to report on This computer is being used as cluster server Typically vou will set up the Configuration and Reporter PBS monitor lists to contain all the PBs The Statistics PBS monitor list should only contain those PEs that are directly connected to
42. you are installing Call Collector you need to choose name For it Note that iF there are several Call Collectors installed in your company each one must be given unique name and that name must be used when the Call Collector is added to the configuration IF you have already performed a Complete Setup there will already be a Call Collector with the name Local Collector and you must enter different one below Please enter the Call Collector Mame Local Collector Installshield Cancel At the database server screen select the option to Select the SQL Server to connect to or click Browse to see a list of all SQL Servers Click the Browse button and select the database server from the list provided If the database if going to be installed on to a default instance on the SQL server then you should select local from the list of database servers If the database if going to be installed on to a named instance then you should select local instancename where instancename is the name of the database instance Then choose the option to connect using Server authentication using the Login ID and password below Enter an appropriate login ID and password which will allow you to connect to the SQL Server is MyCalls Installation Wizard Database Server Select database server and authentication method C Use MyCalls s own server Select the SQL Server to connect to or click Browse to see a l
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