Please note the additional properties may vary depending on the ShoreTel driver utilized. The ShoreTel driver utilized above has no additional configurable properties.
3. Press the Save button to save your configuration settings.
You have now successfully configured the Revolution Web software to process CDR data from retrieved from a ShoreTel server utilizing an ODBC connection.
Configuring Revolution Web to Collect and Process CDR via a Serial Connection The Revolution Web Call Accounting software can capture and processes CDR records retrieved from a ShoreTel telephone system via a serial (RS-232) connection. Users can then generate reports on any processed data. Use the following steps to configure the Revolution Web Call Accounting Software to capture and process ShoreTel call detail records via a serial connection.
1. Launch and login to the Revolution Web software (C:\Bill\Bill.exe) utilizing the administrator account.
2. Click on the Configuration tool bar menu (left hand side of screen) and then click the PBX Communication icon. The communications settings Common tab should now be visible.
Set the PBX ID to <New> and type a PBX Name and Description of your telephone system into the spaces provided.
3. Next, click the Port tab and configure your communications settings as shown below.
Use the Port tab options to specify the information required to connect the Revolution Web software to the ShoreTel server.
Set the Port option to serial (RS-232) port number on the Revolution Web computer that is connected to the ShoreTel telephone system.
Please note the Comm Parameters and Flow control options must match the Windows default communication settings of ShoreTel telephone system serial port delivering the CDR data. You can view the ShoreTel Server computer’s serial port’s default
communications settings by accessing its Windows Device Manager and examining its Properties (pictured below).
Warning: CDR data may be lost or corrupted if the ShoreTel Server CDR serial port settings do not match those configured in the Revolution Web software.
4. Next, click the Driver tab and configure the settings as shown below.
Set the PBX Driver drop down box to the appropriate driver name (i.e. ShoreTel 7).
Please note delivery of CDR data from a ShoreTel server is only available with version 7.x or later. Additionally, the required driver may vary depending on the version of the ShoreTel server and its configuration. If the selected driver does not work contact RSI Support Services for assistance.
Finally, click the Properties tab and configure additional driver settings as shown below.
Please note the additional properties may vary depending on the ShoreTel driver utilized. The ShoreTel driver utilized above has no additional configurable properties.
5. Press the Save button to save your configuration settings.
You have now successfully configured the Revolution Web software to capture and process CDR data from a ShoreTel server utilizing a serial connection.
Verifying your Revolution Web Interoperability with a ShoreTel Telephone System Each time a telephone call is completed a CDR record will be generated and stored in the ShoreTel server CDR database. Additionally, depending on your ShoreTel server’s
configuration the CDR record may also be sent out the server’s serial port. The Revolution Web software will periodically launch the WinLINK ODBC data collection module (depending on its configuration) and retrieve the new call records. Alternatively you can press the Save button on the Revolution Web – PBX Communications screen to manually perform a CDR retrieval. If your ShoreTel and Revolution Web software is configured to capture CDR via a serial connection then the call record data will be captured and processed by the Revolution Web software in real-time.
The following section provides a detailed verification test that can be utilized to confirm interoperability of the Revolution Web software with the ShoreTel telephone system. Please note the verification test detailed below is applicable regardless of which CDR data collection method is being utilized to retrieve call records from the ShoreTel server (i.e. ODBC or Serial).
Use the following steps to perform this test.
1. Make a few test calls (i.e. outbound or inbound calls). A new CDR record should be generated by the ShoreTel server after each call is terminated. Wait for the calls to be terminated.
2. Wait for the Revolution Web software to retrieve the CDR data from the ShoreTel server.
Alternatively you can press the Save button on the Revolution Web – PBX Communications screen to manually perform a CDR retrieval. Once this process completes select the Live option from the Revolution Web Views menu. Next click the Raw sub menu item. The following window should now be visible within your browser.
The above example depicts sample CDR data retrieved from the ShoreTel server by the Revolution Web software. Please note the format of the retrieved CDR data will vary
A successful test result occurs if new ShoreTel CDR records are added to the Revolution Web database each time its data collection process is performed. If the above test fails please refer to the Third Party Troubleshooting section of this document.
Common Issues/Mistakes Encountered
• Incorrect ODBC driver is installed or utilized in configuration.
• Network Share to CDR database folder was not created on the ShoreTel Server.
• Incorrect Revolution Web CDR driver is used.
• Revolution Web computer is not connected to the network. ShoreTel Server is not visible via the network to the Revolution Web computer
• ShoreTel Server’s Serial CDR feature is not activated / serial communications settings are incorrect
• Serial connection between the Revolution Web computer and the ShoreTel server exceeds 100 feet.
• Serial cable between the ShoreTel Server and the Revolution Web computer is incorrectly wired.
• ShoreTel Server and/or Revolution Web computer does not have a serial port