• No results found

MiContactCenter_InstallationandAdministrationGuide

N/A
N/A
Protected

Academic year: 2021

Share "MiContactCenter_InstallationandAdministrationGuide"

Copied!
527
0
0

Loading.... (view fulltext now)

Full text

(1)

RELEASE 8.1

(2)

NOTICE

The information contained in this document is believed to be accurate in all respects but is not warranted by Mitel Networks™ Corporation (MITEL®). The information is

subject to change without notice and should not be construed in any way as a commitment by Mitel or any of its affiliates or subsidiaries. Mitel and its affiliates

and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to

incorporate such changes.

No part of this document can be reproduced or transmitted in any form or by any means - electronic or mechanical - for any purpose without written permission from

Mitel Networks Corporation.

Trademarks

The trademarks, service marks, logos and graphics (collectively "Trademarks") appearing on Mitel's Internet sites or in its publications are registered and unregistered trademarks of Mitel Networks Corporation (MNC) or its subsidiaries

(collectively "Mitel") or others. Use of the Trademarks is prohibited without the express consent from Mitel. Please contact our legal department at [email protected] for additional information. For a list of the worldwide Mitel

Networks Corporation registered trademarks, please refer to the website: http://www.mitel.com/trademarks.

MiContact Center Installation and Administration Guide

Release 8.1 July 2016 Document Version 8.1

®,™ Trademark of Mitel Networks Corporation © Copyright 2016, Mitel Networks Corporation

(3)

CHAPTER 1 GETTING STARTED

Getting started 2

What's new in Version 8.1? 2

Searching for key words and topics 4

Hardware and software requirements 4

Locating the latest version of our guides 4

If you need help 5

CHAPTER 2 ENTERPRISE SERVER INSTALLATION AND UPGRADES

Enterprise Server installation and upgrades 8

Enterprise Server installation 8

Before running the server installation 8

Programming telephone systems 10

Installing Enterprise Server components 10

Disabling Data Execution Prevention 11

Verifying the status of Data Execution Prevention 11

Installing SQL Server 12

Adding SQL Server security roles to the administrative account 12

SQL Server best practices 13

MiContact Center product registration 13

Registering your Version 8.1 software 13

Migrating, activating, or updating Version 8.1 license files 14

Installing MiContact Center Version 8.1 15

Changing the default administrator password 20

Modifying Enterprise Server installed components and features 20

Uninstalling Enterprise Server software 20

Verifying the installation was successful 21

Verifying that your Enterprise Server IP address and IP port numbers are correct 21

Validating the Golden Rules 21

Verifying that ACD and SMDR data are streaming 22

Verifying media servers are receiving telephone system data 22

Troubleshooting data collection issues 23

SMDR data is not streaming 23

ACD data is not streaming 24

Viewing the data collection TCP/IP ports 24

Starting MiContact Center Data Collection Service 24

Verifying client computer communication with the Enterprise Server 25

Enterprise Server upgrades 25

(4)

MiContact Center Installation and Administration Guide

ii

Backing up the YourSite database and phone data 27

Turning off automatic updates to client computers and remote servers 27

Upgrading to MiContact Center Version 8.1 28

Restoring telephone system and configuration data 29

Turning on automatic updates to client computers and remote servers 29

CHAPTER 3 CONFIGURATION

Configuration 32

YourSite Explorer 32

Starting YourSite Explorer 33

YourSite Explorer Start Page 33

Configuring the YourSite Explorer Start Page 34

Searching 34

Paging 35

Filtering 35

Customizing the user interface 35

Minimizing aspects of the user interface 35

Changing the order of the columns 36

Changing column options 36

Duplicating devices in YourSite Explorer 37

Making multiple changes 37

Changing the YourSite Explorer view 37

Posting feedback and viewing our forums 38

Setting up your Enterprise 38

Configuring enterprise settings 39

Configuring the Enterprise Server settings 40

Changing the global system language 40

Configuring enterprise maintenance functions 41

Configuring email settings 41

Adding sites 42

Adding mail servers 43

Configuring SMTP connections to MiContact Center 43

Adding media servers 45

Adding 3300 ICP media servers 46

Configuring location settings 47

Configuring data summary options 48

Configuring data collection settings 49

Configuring MiTAI options 50

Enabling write-back functionality 50

Configuring telephone system settings 50

(5)

Configuring the Mitel Secure Recording Connector service 55

Configuring call recording integration 56

Configuring the Record Agent Greeting workflow 57

Default Record Agent Greeting Workflow 58

Managing historical media servers 59

Deleting media servers 60

Configuring the YourSite database 60

Determining which devices to configure 61

Choosing the employee configuration method 61

Recommended configuration scenario 62

Multiple voice agents for individual employees configuration scenario (not

recommended) 62

YourSite database configuration methods 63

Configuring the YourSite database using synchronization 63

Preparing for Synchronization 65

Specifying synchronization settings 65

Performing Synchronization 66

Ring Group synchronization 69

Scheduling synchronization during the nightly maintenance routine 69 Editing telephone system assignment forms in YourSite Explorer 69

Editing System Options 70

Editing SMDR Options 70

Editing Class of Service options 70

Editing Class of Restriction options 71

Adding resilient and/or Network ACD hot desking agents 71

Invalid ACD cluster programming 72

Running Active Directory synchronization 72

Configuring devices and device groups using Quick Setup 73

Extension Quick Setup 73

Trunk Quick Setup 74

Trunk group Quick Setup 74

DNIS Quick Setup 75

Account Code Quick Setup 75

Make Busy Reason Codes Quick Setup 75

Team Quick Setup 76

Device group Quick Setup 76

Configuring devices using .csv files 76

Importing a range of devices using a .csv file 77

Fields required for successful .csv imports 78

Configuring devices manually 81

(6)

MiContact Center Installation and Administration Guide

iv

Configuring general employee information 82

Managing the media types an employee can handle 83

Configuring employee licensing 86

Managing employee Workload 87

Managing employee extensions and Account Codes 89

Configuring employee Skype for Business settings 90

Configuring employee report distribution settings 91

Configuring employee personal information 91

Adding employee groups 92

Adding employee divisions 92

Adding agents 93

Enabling external hot desk agents 95

Adding agent groups 96

Managing agent group membership, presence, and skill level 97

Specifying 3300 ICP options for agent groups 99

Adding teams 99

Associating agent groups to teams 99

Adding queues 100

Adding voice queues (ACD path) 100

Configuring general information for voice queues 101

Configuring voice queue membership 101

Configuring queue spectrum settings for voice queues 102 Configuring performance settings for voice queues 103

Configuring agent workflow settings 104

Configuring whisper announcements 105

Configuring voice options for queues 105

Adding Ring Groups 106

Configuring general information for Ring Group queues 107

Configuring membership for Ring Groups 107

Configuring performance settings for Ring Groups 108 Configuring queue spectrum settings for Ring Groups 109

Configuring voice options for Ring Group queues 109

Setting a queue as historical 110

Deleting a queue 110

Automatically controlling voice queue states (ACD path) 111 Opening and closing voice queues using business hour schedules 111 Setting and removing queue DND with queue control plans 112

Adding queue groups 114

Adding Reporting queue groups 115

Adding Virtual queue groups 116

(7)

Adding extension groups 120

Associating extensions with extension groups 120

Adding trunks 121

Adding trunk groups 121

Associating trunks with trunk groups 121

Adding DNIS 122

Adding DNIS groups 122

Associating DNIS to DNIS groups 122

Adding Account Codes 123

Adding Account Code groups 124

Associating Account Codes with Account Code groups 124

Adding Account Code categories 125

Defining ANI data 125

Adding Make Busy Reason Codes 126

Adding Do Not Disturb (DND) Reason Codes 127

Adding phone numbers 127

Adding phone number groups 128

Configuring business hour schedules 129

Creating and modifying schedules 129

Managing schedule exclusion lists 130

Applying schedules 132

Monitoring and alarming subsystem 132

Validating configuration and clearing alarms 135

Configuring security settings 135

Creating and applying security roles 136

Creating security lists 137

Configuring security roles 138

Viewing your security role properties 142

Assigning security roles to employees 142

Interactive Visual Queue 143

Configuring Interactive Visual Queue 143

Configuring Workforce Scheduling 144

Before configuring Workforce Scheduling 144

Enabling remote SQL Server connections 144

Granting SQL Server permissions 145

Configuring employee scheduling preferences 145

Configuring employee roles 146

Configuring employee work hours 146

Configuring employment status 146

(8)

MiContact Center Installation and Administration Guide

vi

Configuring employee availability 147

Configuring employee time off 148

Overriding employee time off 148

Configuring employee skills 148

Configuring scheduling options 149

Configuring holidays 149

Configuring overtime types 150

Configuring time off types 150

Configuring skills 151

Configuring Work Timer 152

Preparing media server agent timeout options for MiVoice Business 153

Configuring Contact Center Screen Pop 154

Enabling and disabling Contact Center Screen Pop 154

Configuring Contact Center Screen Pop options 155

Configuring Contact Center Screen Pop display variables 155

Enabling MiTAI event logging 157

Ignoring MiTAI events on UPiQ and callback capture ports 158

Testing Contact Center Screen Pop search functions 158

Configuring Lifecycle reports 159

Configuring Workforce Management integration 160

Configuring Verint Impact 360 for Workforce Management integration 167 Setting up MiVoice Border Gateway on the Mitel Application Server 168

Configuring Microsoft Dynamics CRM Connector 168

Configuring Microsoft Dynamics CRM Connector 168

Specifying CRM server settings 169

Creating and editing search masks 169

Creating a search mask 169

Editing a search mask 170

Deleting a search mask 170

Specifying search fields 170

Creating a search field 170

Editing a search field 171

Deleting a search field 171

Specifying Custom URLs 171

Creating a Custom URL 171

Editing a Custom URL 171

CRM screen pops 172

Creating a CRM screen pop 172

Editing a CRM screen pop 173

(9)

Sub queries 173

Creating a sub query 173

Editing a sub query 174

Deleting a sub query 174

Installing the Microsoft Dynamics CRM Connector plugin 174

Converting MiCC Office data 175

Configuring WallBoarder 177

WallBoarder parameters 177

Site 177

Edit WallBoarder Service for tab 177

Priority message tab 178

Database load log tab 178

Query signs tab 178

Sign groups 178

Edit sign group tab 178

Advanced tab 179

Signs 180

Diagnostics 180

Tools tab 180

Sign messages 180

Add sign tab 181

Add sign message tab 182

Sign variables 182

Add sign variable tab 183

Advanced tab 183

Sign plans 183

Add sign plan tab 184

Business hours tab 184

Connecting Spectrum wall signs 184

Configuring wall signs and wall sign messages 186

Selecting the computer on which the MiContact Center WallBoard Service is installed186

Creating sign groups 187

Adding signs to sign groups 189

Configuring sign variables 190

Configuring sign messages 191

Creating sign plans 192

Creating sign plans for daisy-chained signs 193

Activating priority messages 195

Scheduling messages 196

(10)

MiContact Center Installation and Administration Guide

viii

Services and Database Administration 198

Backing up data 198

Backing up .xml files 198

Backing up raw telephone system data files 199

Backing up Enterprise Server configuration data 199

Backing up SQL Server data files 199

Understanding SQL Server recovery models 199

Management Console 201

Updating server IP addresses 201

Running the maintenance routine immediately 202

Summarizing data 202

Creating an Enterprise Server support package 202

Controlling services 203

Converting data files 203

Diagnostics monitor 204

CHAPTER 5 IVR ROUTING

IVR Routing 206

IVR Routing enhancements 206

Workflow navigation in IVR Routing 207

Viewing workflows at a glance: The Outline pane 207

Viewing specific portions of a workflow: Focusing and the Breadcrumb view 207 Navigating the Workflows Canvas: The MiniMap window and the Pan mode 208

Resizing workflows: The Zoom feature 209

Manipulating all activities in a workflow: The Expand All, Collapse All, and Restore

buttons 209

Customizing your IVR Routing workspace 209

Configuring IVR Routing 209

Viewing IVR Routing 210

Using the Import Wizard 210

Changing multiple IVR Routing items at a time 210

Viewing IVR Routing devices by category or type 210

Configuring media servers for IVR Routing 211

Configuring extensions 211

Configuring extension port options for IVR Routing 212

Deleting extensions 213

Using Extension Quick Setup 213

Configuring hunt groups 215

Adding hunt groups 215

(11)

Configuring hunt group IVR settings 217

Deleting hunt groups 217

Configuring queues 217

Configuring Inqueue routing 217

Configuring UPiQ options 218

Playing Expected Wait Time announcements 219

Configuring RAD messages for queues 219

Configuring queue groups 220

Building workflows 220

Workflow types 221

Workflow examples 222

Adding new workflows 224

Naming workflows 225

Copying workflows 225

Cutting, pasting, and copying workflow items 225

Deleting workflows 226

Importing and exporting subroutines and workflows 226

Recommended practices for importing workflows and subroutines 227

Saving and copying workflows as images 227

Validating workflows 227

Locating workflow items with the Search field 228

Associating workflows to devices 228

Dynamic RAD messages 230

Building resilient workflows 231

Configuring prompts 231

Adding prompts 232

Adding files, queue statistics, or variables to prompts 233

Deleting prompts 234

Playing prompts 234

Using Prompts Quick Setup 234

Building subroutines 234

Adding subroutines to workflows 235

Deleting subroutines 235

Configuring callbacks 236

Enabling callbacks 236

Enabling abandon callbacks 237

Enabling web callbacks 239

Configuring sites for web callbacks 239

Configuring the web callback template 240

Viewing the web callback template 240

(12)

MiContact Center Installation and Administration Guide

x

Enabling the web callback template for callbacks 243

Configuring rules 246

Adding rules 247

Adding routing conditions to rules 247

Adding variables to rules 249

Deleting rules 250

Configuring holidays 250

Configuring data providers 250

Adding a Microsoft SQL server as a data provider 250

Adding a Microsoft Excel worksheet as a data provider 251

Adding a LDAP as a data provider 251

Adding a generic data provider 251

Adding an ODBC as a data provider 252

Deleting data providers 252

Configuring variables 252

Adding variables 253

Deleting variables 254

Configuring security 254

Configuring Automatic Speech Recognition 254

Configuring an Automatic Speech Recognition server 255

Configuring Text-to-Speech 255

Configuring a Text-to-Speech server 256

Activities 256

Activities available in IVR Routing 257

Configuring common activity options 264

Adding activities to workflows or subroutines 264

Deleting activities or branches from workflows 264

Naming activities, activity configurations, and branches 265

Configuring activities and branches for reporting 265

Configuring an activity’s prompts 265

Editing branches 268

Annotating activities in workflows and subroutines 269

Troubleshooting workflow configuration with the Validation button 269

Changing the order in which branches are evaluated 270

Building conditions in IVR Routing 270

Adding and removing expressions 270

Understanding operators 271

Selecting expressions 271

Grouping expressions 271

Configuring the ANI activity 272

(13)

Configuring the Answer activity 273

Configuring the Callback Request activity 274

Assigning callback subroutines to Callback Request activities 274 Assigning destinations to Callback Request activities 275 Adding new devices to Callback Request destinations 275

Configuring the Collect Digits activity 276

Configuring options for Collect Digits activities 276

Configuring collection settings for Collect Digits activities 278 Configuring speech collection settings for Collect Digits activities 278

Configuring the Conference activity 280

Setting the Conference activity’s destination and call behavior 280

Configuring the Connect to Caller activity 282

Assigning subroutines to the Connect to Caller activity 282

Configuring the Date Time Validation activity 283

Configuring the Delay activity 283

Setting the duration of Delay activities 283

Configuring the DNIS activity 283

Adding branching conditions to DNIS activities 284

Configuring the Email activity 285

Populating Email activity templates 285

Adding and editing SMTP mail server connections to Email activities 286

Configuring email send settings 287

Configuring the Execute activity 287

Configuring options for Execute activities 288

Specifying the external processes to execute in workflows 288

Storing retrieved data as variables 291

Configuring the Go To activity 292

Configuring destinations for Go To activities 292

Configuring parent workflow destinations for subroutine Go To activities 292

Configuring the Hang Up activity 292

Configuring the Hold State activity 293

Configuring the Hunt Group activity 293

Adding branching conditions to Hunt Group activities 294

Configuring the Language Activity 295

Setting and editing languages for Language activities 295

Configuring the Make Call activity 296

Configuring options for Make Call activities 296

Adding new devices to Make Call destinations 297

Configuring the Management activity 298

Assigning subroutines to Management activities 298

(14)

MiContact Center Installation and Administration Guide

xii

Configuring the Menu activity 299

Configuring options for Menu activities 299

Configuring Menu activity branches 300

Configuring speech recognition for Menu activities 301

Configuring the Mode of Operation activity 302

Configuring Mode of Operation activities for Emergency and Normal modes 302

Configuring the Play activity 302

Adding prompts to Play activities 303

Configuring the Query activity 306

Connecting Query activities to data providers 306

Running simple queries in workflows 307

Configuring Query activities with advanced queries 308

Defining write statements 308

Returning multiple results with queries 310

Configuring the Queue activity 310

Applying queue conditions to the Queue activity 310

Real-time queue conditions and queue groups 312

Configuring the Queue Control activity 314

Configuring the Record activity 314

Configuring Record activities with prompts 315

Clearing prompts from Record activities 316

Configuring recording options 316

Configuring the Save, Discard, and Review branches of the Record activity 316

Configuring the Redirect activity 318

Adding branching conditions to Redirect activities 318

Configuring the Retrieve Callback activity 318

Configuring the Rules activity 319

Adding and editing rules for Rules activities 319

Configuring the Save Agent Greeting activity 320

Configuring the Save Callback activity 320

Configuring the Schedule activity 321

Adding and modifying business hour Schedule conditions 321 Adding and modifying time and day of the week conditions for Schedule activities 322 Adding and modifying date or holiday conditions for Schedule activities 323

Importing and exporting Schedule conditions 324

Grouping schedule conditions in Schedule activities 324 Configuring the Set Device Mode of Operation activity 324 Configuring properties for Set Device Mode of Operation activities 325 Configuring the Set System Mode of Operation activity 325 Configuring properties for Set System Mode of Operation activities 325

(15)

Populating the Set Variables activity with workflow data 326

Configuring the SMS activity 326

Configuring the Subroutine activity 327

Assigning subroutines and variables to Subroutine activities 327 Configuring parent workflow destinations for subroutine Go To activities 328

Configuring the Swap Prompt activity 328

Setting prompts to be exchanged in Swap Prompt activities 328

Configuring the Transfer activity 328

Configuring options and adding devices to Transfer activities 329

Configuring the Variable Compare activity 331

Applying branching conditions to Variable Compare activities 332

Grouping variable compare conditions 333

Passing agents call information in screen pops 333

Populating screen pops with workflow variables 333

IVR Routing default workflows and subroutines 334

Changes to callbacks and UPiQ 335

Customizing the default workflows and subroutines 335

Default Inqueue UPiQ workflow and subroutine 336

Default Management subroutine 338

Default Callback workflow and subroutines 339

Default Outbound Callback workflow 340

Default Outbound Callback subroutines 340

Default Inbound Voice Callback subroutine 344

IVR Routing workflow samples 347

Importing IVR Routing sample workflows 348

Associating sample workflows to extensions or hunt groups 349

Sample Schedule with Mode of Operation and Menu 349

Sample ANI and DNIS Condition with unique Menus and a Callback option 351 Sample Schedule Condition followed by DNIS and Language with Menus 354

Sample Outbound with Excel 356

Workflow for PCI Compliant systems 359

IVR Routing complex workflow configuration 362

Outbound workflow configuration 362

Configuring a database provider 363

Creating outbound ports 365

Defining variables 365

Creating an outbound workflow 365

Configuring the outbound workflow for abandoned contacts 366

Configuring the branches of the Make Call activity 368

Dial Active Directory workflow configuration 372

(16)

MiContact Center Installation and Administration Guide

xiv

Creating the main Dial Active Directory workflow 374

Configuring the DialByAD subroutine 377

Configuring the LDAP data provider 378

Configuring the Active Directory LDAP query 378

Configuring the Success branch of the query 380

Synchronizing IVR Routing Servers 382

Configuring IVR Routing for hot fixes 383

Applying a hot fix in a single server configuration 383

Applying a hot fix in a single Remote Server configuration 384 Applying a hot fix in a multiple Remote Server configuration 385

CHAPTER 6 REMOTE SERVER INSTALLATION

Remote Server installation 388

Overview of Remote Server installation 389

Installing the Remote Server software 389

Modifying Remote Server installed components and features 390

Uninstalling Remote Server MiContact Center software 391

Verifying name changes of remote servers 391

Configuring IVR Routing on Remote Servers 392

Assigning IVR Routing Remote Server ports to the Enterprise Server 393 Configuring remote IVR Routing communication with the Enterprise Server 393

CHAPTER 7 CTI DEVELOPER TOOLKIT

CTI Developer Toolkit 396

Installing the CTI Developer Toolkit 401

Upgrading the CTI Developer Toolkit 404

CTI Developer Toolkit sample applications 404

Best practices for custom development 409

Common user scenarios and source code examples 409

Click to dial 409

Call received notification 410

Add call detail (using a third-party IVR) 412

Troubleshooting CTI Developer Toolkit issues 413

Troubleshooting specific issues 413

Retrieve All commands does not display any devices 413

GetDevice method fails or returns null unexpectedly 414

Agent control actions succeed while call control actions fail 415

Unable to set monitor on agent device 415

(17)

CHAPTER 8 CLIENT INSTALLATION

Client installation 417

Client roles 418

Before running the client installation 419

Client installation process 420

Installing the Client Component Pack and client applications 420 Modifying available client applications and client roles 422

Uninstalling the Client Component Pack 423

CHAPTER 9 CLIENT CONFIGURATION

Client configuration 425

Configuring agent and agent group presence settings 425

Configuring Ring Group presence settings 426

Setting up soft phones 427

Configuring Whisper Coach settings 428

Configuring the MiCollab Client and Ignite integration (DESKTOP) 428 Providing MiVoice Border Gateway support to remote agents and employees 429

Setting up phones for remote agents and employees 430

Running the MiVoice Border Gateway Connector 431

Configuring the Salesforce.com Connector 432

Setting up a Call Center in Salesforce.com 433

Upgrading to Call Center v.4.0 in Salesforce.com 433

Creating Call Centers in Salesforce.com 435

Configuring Call Centers in Salesforce.com 436

Adding users to call centers 444

Configuring soft phone layouts 444

Configuring the New Lead button to display DNIS information 446

Adding custom ANI and DNIS fields to Call Logs 447

CHAPTER 10 DATA MINING

Data Mining 449

ACD Inspector 450

Running searches in ACD Inspector 451

Agent events criteria for searches 451

Queue events criteria for searches 457

Option events criteria for searches 459

Running agent events searches 460

(18)

MiContact Center Installation and Administration Guide

xvi

Narrowing an Agent events search 462

Running queue events searches 464

Queue events search results 465

Narrowing a Queue events search 467

Running wild card queue events searches 469

Wild card queue events search results 471

Running searches for error and information records 471

Exception events search results 471

SMDR Inspector 472

Running searches in SMDR Inspector 472

Call parties criteria for searches 472

Call types criteria for searches 474

Options criteria for searches 476

SMDR search results information 478

SMDR record boxes 483

Running call parties searches 486

Call parties search results 487

Running call types searches 487

Call types search results 488

Running option searches 488

Options search results 489

Running searches for error and information records 490

Exception search results 490

Wild card searches 491

Exporting search results 492

CHAPTER 11 INSTALLING MICONTACT CENTER ON VMWARE

Installing MiContact Center on VMware 494

OVA file specifications 494

Installation overview 494

Virtual machine download 495

Enterprise Server deployment and installation on VMware 495

Before running the deployment 495

Deploying MiContact Center virtual machines 496

Post-deployment installation and configuration 496

Installing and configuring MiContact Center 497

Installing and configuring a remote server 498

APPENDIX A 3300 ICP PROGRAMMING

Programming traffic data collection for the 3300 ICP 500

(19)

Assigning a port 502

Testing traffic output 502

Configuring traffic options in MiContact Center 503

APPENDIX B IVR ROUTING ARCHITECTURE

Scalability 504

Resilient Configuration 504

Redundant Configuration 505

(20)

Chapter 1

GETTING STARTED

What's new in Version 8.1

Searching for key words and topics

Hardware and software requirements

Locating the latest version of our guides

If you need help

(21)

GETTING STARTED

Before you start the installation, we recommend you review the most recent version of this guide as well as the most recent version of the user and system engineering guides. These can be found at http://edocs.mitel.com.

For the latest frequently asked questions and troubleshooting information, see the Mitel Knowledge Base at http://micc.mitel.com/kb.

To report an issue with this document please email [email protected].

WHAT'S NEW IN VERSION 8.1?

The following section briefly describes the features and product enhancements that were introduced in MiContact Center Version 8.1.

Ignite - Web-client version

Ignite is now available as either a desktop or Web version. They share much of the same

functionality but each implementation also offers unique agent and supervisor capabilities, enabling you to choose the application that suits your individual needs.

Ignite (WEB), new to MiContact Center Version 8.1, gives access to Ignite from any supported, Web-enabled device, including full support for tablets (Apple, Android, and Microsoft) and partial support for mobile phones (Apple, Android, and Microsoft).

Ignite (WEB) enables you to:

l View multiple windows simultaneously to gain greater, immediate access to different types of information

l Switch between desktop, tablet, and mobile device, while maintaining consistent access to all relevant information

l Log into Ignite, without necessarily logging into a queue, enabling you to access Ignite without being presented with ACD calls

l Monitor the activity of employees, agents, queues, and the status of callback requests with customizable real-time monitors

l Access a light version of Contact Center Client’s Interactive Contact Center capabilities, including interacting with agent states and agent group presence and moving contacts from queues to agents (based on agent availability and queue activity levels)

Within our documentation, we refer to desktop Ignite and its features as Ignite (DESKTOP) and Web Ignite and its features as Ignite (WEB) or, where appropriate, as DESKTOP or WEB only.

(22)

What's new in Version 8.1?

3 CCMWeb - Support for additional browsers

CCMWeb, previously supported for Internet Explorer only, is now supported with the following browsers: l Internet Explorer l Google Chrome l Safari l Mozilla Firefox l Microsoft Edge

Screen reader support

Multimedia Contact Center’s customer-facing chat request pages and chat sessions now support screen reading applications. All controls, graphics, buttons, and input fields in customer-facing chat request pages and chat sessions are labeled with alternative tags for screen readers and buttons have proper hyperlink references and contain readable content needed for keyboard focus.

For more information, see the Mitel MiContact Center and Business Reporter System Engineering

Guide.

SSL support for Chat

In Version 8.1, Multimedia Contact Center Chat and Contact Us support SSL on both IIS and Apache web servers in an End-to-End SSL deployment.

For more information on the supported SSL deployment, see the Mitel MiContact Center and

Business Reporter System Engineering Guide.

Technology changes

Support for the following technologies was introduced in Version 8.1: l Office 2016

l Exchange Server 2016 l CRM 2016

Support for the following technologies was discontinued in Version 8.1: l CRM 2011

l Exchange Server 2007 l Hyper-V 2008 R2

(23)

SEARCHING FOR KEY WORDS AND TOPICS

You can search for content in this PDF by using the search function built into Adobe Acrobat or Reader. Consult your Adobe documentation for other search options.

To search for a key word or topic

1. In the open PDF, press Ctrl+F.

Alternatively, right-click in the document and select Find.

2. Type the key word or topic for which you want to search. 3. Press Enter.

4. Navigate the results by clicking the Next or Previous buttons.

HARDWARE AND SOFTWARE REQUIREMENTS

In accordance with best practices for business, it is recommended you install the appropriate antivirus software with the latest virus definitions and data backup software on the Enterprise Server. Ensure antivirus software is disabled before you install MiContact Center.

Refer to the Mitel MiContact Center and Business Reporter System Engineering Guide for the following requirements and other considerations for your solution before installing or upgrading the software:

l Server hardware and software requirements

l Client computer hardware and software requirements l SQL Server requirements

LOCATING THE LATEST VERSION OF OUR GUIDES

The MiContact Center documentation library includes the following guides. The latest version of each guide is available from http://edocs.mitel.com.

l MiContact Center User Guide: provides information on the basics of contact center management, and descriptions for use of all agent and supervisor applications within the MiContact Center suite. This guide focuses on voice media.

l MiContact Center Installation and Administration Guide: provides instructions for: l Downloading, installing, registering, and configuring MiContact Center on the

Enterprise Server and client computers

l Upgrading from previous versions of MiContact Center l Installing and configuring MiContact Center at remote sites l Installing and deploying MiContact Center .ova files l All IVR Routing configuration

l Multimedia Contact Center Installation and Deployment Guide: is the primary source of information for contact centers using email, chat, or SMS to communicate with customers. This guide describes how to:

l Install, configure, and maintain a multimedia contact center l Use the tools required to manage a multimedia contact center

(24)

If you need help

5

l Handle customer contacts via voice, email, chat, and SMS using Ignite

l MiContact Center and Business Reporter System Engineering Guide: discusses the following topics:

l Deployment models based on licensing, contact volume, network requirements, and availability

l Recommendations for collocating server applications

l System requirements, including server and client hardware and software requirements, multi-tenanting requirements, and virtual application requirements

l Server and client virtualization details and best practices

l Performance and scalability details, including verified capacity results for all media types (alone and blended), IVR Routing scalability, and port sizing recommendations l Bandwidth and storage requirements

l Licensing information

l Support details for third-party integrations and internal products, such as Multimedia Contact Center and IVR Routing

l MiContact Center - Contact Center Reports Guide: describes all of the report types available and explains how to generate, view, and share reports for MiContact Center - Contact Center. l MiContact Center - Workgroup Reports Guide: describes all of the report types available and

explains how to generate, view, and share reports for MiContact Center Workgroup. l MiContact Center Deployment Guide: discusses the following topics:

l Contact center basics, with a focus on ACD routing functionality l Topologies for scaling

l ACD resiliency

l IVR Routing resiliency and redundancy l Virtual contact centers

l Contact Center Blueprint: discusses the following topics: l MiContact Center topologies

l MiContact Center deployment details l Cloud and hosted considerations

l MiContact Center Site-Based Security (Multi-tenant) Administration Guide: describes how to install and configure MiContact Center in a multi-tenant deployment.

IF YOU NEED HELP

For technical support, customers can contact their approved vendor. Certified channel technicians can contact Mitel Technical Support.

For proposals, pricing, competitive information, on-site setup, or training, call our sales support group at 1-800-722-1301, or email them at [email protected].

(25)

In MiContact Center Version 8.1, all MiContact Center licensing will be provided via Mitel's Applications Management Center (AMC). AMC licensing for earlier, supported releases of MiContact Center will be gradually implemented.

To obtain licensing support choose one of the options below:

l For migration or offline licensing requests for pre-8.0 MiContact Center, please contact Mitel Technical Support or raise a service request through TechCentral Tracker.

l For MiContact Center Version 8.0+ licensing support, please contact our AMC team using one of the following options:

l North America

1 800 722 1301, Option 4 (Mitel Partner Services), Option 4 (Licensing) Submit a ticket by emailing: [email protected]

Regular business hours: Monday to Friday, 8:00 a.m. EST to 8:00 p.m. EST After business hours: 1 800 722 1301, Option 4 (Mitel Partner Services), Option 4 (Licensing). Please leave a message and you will receive a call back within one hour. l Central America / Latin America

Submit a ticket by emailing: [email protected]

Regular business hours: Monday to Friday, 8:00 a.m. EST to 8:00 p.m. EST l UK / Europe, Middle East, and Africa

+44 (0) 1291 436089 Option 1 (AMC Support)

Regular business hours: Monday to Friday, 8:00 a.m. GMT to 4:00 p.m. GMT

If the UK AMC team is not able to assist, you will be asked to submit a ticket to amc_ [email protected]

After business hours: +44 (0) 1291 436089, Option 1 (AMC Support) or call Mitel's 24-hour Support Desk at +44 (0) 1291 430000

If the 24-hour Support Desk cannot assist, they will page the After Business Hours Sales Support team on your behalf. You will receive a call back within one hour. l Asia Pacific

61 2 90239516

Regular business hours: Monday to Friday, 9:00 a.m. AEST to 5:00 p.m. AEST If the Australian AMC team is not able to assist, you will be asked to submit a ticket to [email protected]

After business hours: +61 2 90239516. Please leave a message and you will receive a call back within one hour.

(26)

Chapter 2

ENTERPRISE SERVER INSTALLATION

AND UPGRADES

Enterprise Server installation

Verifying the installation was successful

Enterprise Server upgrades

(27)

ENTERPRISE SERVER INSTALLATION AND

UPGRADES

This section describes how to install MiContact Center software on the Enterprise Server, either as a new installation or as an upgrade, including requirements and recommendations for before and after installing or upgrading.

For information on remote server installations, see "Remote Server installation" on page 388. For information on client installations, see "Client installation" on page 417.

ENTERPRISE SERVER INSTALLATION

When you install MiContact Center the applications for which you are licensed are installed and activated. The installation wizard guides you through the installation of the Enterprise Server, Remote Server, and client software.

NOTE: You can run a silent install for new installations or during repair installations. For detailed

information, refer to the following Mitel Knowledge Base article: http://micc.mitel.com/kb/KnowledgebaseArticle52335.aspx.

The Enterprise Server installation includes all applicable services, help files and user documentation, and the following applications:

l CCMWeb l MiCC Setup l YourSite Explorer l Contact Center Client

l Workforce Scheduling, Schedule Adherence, and Employee Portal l Flexible Reporting

l MiCC Office Data Import Tool l MiVoice Border Gateway Connector l Salesforce Connector

l Ignite

NOTE: The applications that are accessible depend on your licensing.

BEFORE RUNNING THE SERVER INSTALLATION

Before running the server installation, read and adhere to the following notes:

l Verify hardware and software requirements for installing MiContact Center on the Enterprise Server, as detailed in the MiContact Center and Business Reporter System Engineering

Guide.

l Install the appropriate antivirus software with the latest virus definitions and data backup software on the Enterprise Server. Ensure antivirus software is disabled before installing MiContact Center.

l To ensure your MiContact Center applications are able to write files without error, you must configure your antivirus software to exclude the <installation_drive>:\Program Files

(28)

Enterprise Server installation

9

l There are specific ports that must be unblocked during the installation. For a current list, see the following Knowledge Base article:

http://micc.mitel.com/kb/KnowledgebaseArticle51887.aspx.

l The MiContact Center installer requires Data Execution Prevention to be disabled during installation. It is recommended that if your Group Policy requires Data Execution Prevention to be on, that you manually turn them off before installation.

See "Disabling Data Execution Prevention" on page 11.

l If you are installing MiContact Center on a supported non-English language operating system, you must uninstall the following .NET components before installing our software. Failure to uninstall these components before installing MiContact Center may impact IVR Routing and Multimedia Contact Center workflow and subroutine functionality:

l Language Pack for Microsoft .NET Framework 4 Client Profile l Language Pack for Microsoft .NET Framework 4 Extended

l Close all remote instances of YourSite Explorer before upgrading the Enterprise Server, to ensure Remote Servers are updated successfully.

l If you will use MiContact Center in conjunction with a remote SQL Server, you must have an instance of SQL Server 2012 or 2014 Express (or a full version of SQL Server 2012 or 2014) installed on the Enterprise Server.

l If you install our software on the Enterprise Server on a drive other than the C drive, you must ensure you have sufficient space on the C drive to allow for file decompression before installing the software to the final location.

l We recommend you install MiContact Center software on a server that is connected to the Internet. When you install MiContact Center on an Enterprise Server that is online, the installer accesses necessary prerequisites via the Internet and downloads and installs those that you require. If the Enterprise Server will be offline during the MiContact Center

installation, you must download the prerequisites and copy them to the Enterprise Server prior to installing the MiContact Center software. See "Installing MiContact Center Version 8.1" on page 15.

l MiContact Center software is packaged inside a self-extracting executable file. When the file is extracted, it will save to a default location. It is highly recommended that you do not change the default extraction location.

l During the installation you will be required to log on to the Enterprise Server using an administrative account. The following recommendations for creating an administrative account may require you to contact your IT administrator before you begin the installation, especially in cases where the Enterprise Server will be joined to a domain. If applicable, add the Enterprise Server to the domain before beginning the installation. Create either a local or regular domain user account on the same domain as the Enterprise Server. We recommend using a domain account, which must have local administrator privileges on the server, and we suggest calling this administrative account CCMSETUP. During installation, the MCCWa application pool and the MiContact Center Reporter, MiContact Center Configuration

Manager, MiContact Center Synchronization, and MiContact Center Storage services are set to run under this account. If you are using Windows Authentication to connect to SQL, the Authorization Server application pool and MiContact Center SQL Writer service will also run under this account. All other services run under LOCAL SYSTEM.If you will use email distribution, ensure the account is an allowed sender from your SMTP server. Ensure the account’s password is set to never expire. If the password is changed, the installer will need to be rerun to reconfigure all services.

(29)

Before you install MiContact Center on the server, you must l Program the telephone systems

See "Programming telephone systems" on page 10. l Install the required server components

See "Installing Enterprise Server components " on page 10.

Programming telephone systems

Refer to the Golden Rules when configuring your telephone system. See the relevant KB article at http://micc.mitel.com/kb/TroubleshooterGuide50560.aspx.

NOTE: The SX-200, Axxess, and 5000 media servers are not supported with Version 7.x and

Version 8.x, except as historical media servers. When upgrading to Version 7.x and 8.x, SX-200 media servers, along with their associated extensions, agents, agent groups, queues, trunks, and trunk groups, are set to historical. Axxess and 5000 media servers must be marked as historical before upgrading to Version 7.x and 8.x to retain historical data.

Installing Enterprise Server components

The Enterprise Server has a number of components that must be installed before MiContact Center can be installed.

NOTE: Prior to Version 7.0, users had to manually enable IIS and MSMQ before the installation. In

Version 7.0 and greater, the installer automatically enables IIS and MSMQ on the Enterprise Server. Before you install the server software you must

1. Verify the hard drive is formatted and ensure partitioning leaves sufficient space for required

applications.

2. Verify the Windows operating system is installed.

When installing Windows Server, ensure the name you assign to the computer does not exceed the 15 character NetBIOS limitation.

When you install MiContact Center software on your Windows server, it becomes the Enterprise Server.

3. Install a network card and verify it works.

4. Install TCP/IP networking and verify it is enabled.

(30)

Enterprise Server installation

11 5. Install Microsoft Excel (Optional).

Microsoft Excel 2010 or greater is required to both view reports and automatically distribute reports for printing. If you intend to use the Enterprise Server as both a server and a client, you require Excel 2010, 2013, or 2016 on the server. Optionally, Microsoft Excel Viewer may be installed as an alternative to Microsoft Excel to view reports, but it cannot be used to automatically distribute reports for printing.

NOTE:

l Protected View is a Microsoft Office security feature that can impact the ability to view Excel reports in CCMWeb. If you use Excel on the server to view reports, configure the following Excel options:

l Ensure the following Protected View options are not enabled: l Enable Protected View for files originating from the Internet

l Enable Protected View for files located in potentially unsafe locations l Enable Protected View for Outlook attachments

l Enable Data Execution Prevention mode

l Ensure that the following Trusted Location option is selected: l Allow Trusted Locations on my network (not recommended)

6. Run Windows Update and install the most recent service pack. 7. Disable Data Execution Prevention.

Data Execution Prevention must be disabled during installation. It is recommended that if your Group Policy has Data Execution Prevention enabled, you manually disable Data Execution Prevention before installation.

See "Disabling Data Execution Prevention" on page 11.

8. Install SQL Server 2012 or 2014 Express Edition.

See "Installing SQL Server" on page 12.

Disabling Data Execution Prevention

To disable Data Execution Prevention on Windows Server 2008 R2 or 2012

1. In Windows, open the command prompt window.

2. After the command prompt, type bcdedit.exe /set {current} nx AlwaysOff and press Enter. 3. Restart the computer.

Verifying the status of Data Execution Prevention

To verify the status of Data Execution Prevention on Windows Server 2008 R2 or 2012

1. In Windows, open the command prompt window.

2. After the command prompt, type wmic OS Get DataExecutionPrevention_SupportPolicy

and press Enter.

The command prompt will return a number that maps to the status of Data Execution Prevention, as defined by Table 1.

(31)

0 AlwaysOff DEP is disabled for all processes.

1 AlwaysOn DEP is enabled for all processes.

2 OptIn DEP is enabled only for Windows system components and services that have DEP applied.

3 OptOut DEP is enabled for all processes. Administrators can manually create a list of specific applications that do not have DEP applied.

Table 1: Data Execution Prevention status

Installing SQL Server

Before you install MiContact Center, you must install SQL Server 2012 or 2014 Express Edition. Your SQL Server version must include Tools.

Before installing SQL Server, you must configure the appropriate default collation settings. See the following Mitel Knowledge Base article for details:

http://micc.mitel.com/kb/KnowledgebaseArticle52321.aspx.

NOTE:

l You must disable SQL Replication on the SQL Server.

l Ensure you use the SQL Server edition that will support your required data storage needs. SQL Server 2012 Express and SQL Server 2014 Express can store up to 10 GB of data per database. If you require more than 10 GB of data per database, you must purchase a licensed copy of SQL Server. For data storage examples and SQL Server guidelines, see the

MiContact Center and Business Reporter System Engineering Guide.

You can download SQL Server Express Editions free from Microsoft: http://www.microsoft.com/en-ca/download/default.aspx.

Adding SQL Server security roles to the administrative account

In order to properly create and configure databases, the administrative account being used to install MiContact Center must have the dbcreator role on the SQL server.

If you have installed SQL Server 2012 or 2014, you must also verify that the NT

AUTHORITY\SYSTEM server role also has these permissions. For more information, see the following KB article: http://micc.mitel.com/kb/KnowledgebaseArticle52210.aspx.

NOTE: If you do not want the administrative account being used to install MiContact Center to be

configured with those SQL permissions, there are two alternatives: l Add the local system account as dbcreator.

l Set the following services, application pools, and local databases to run under the identity account:

l Services:

l MiContact Center Media Router

l MiContact Center Mass Transit Runtime l Application Pool:

(32)

Enterprise Server installation 13 l Local databases: l CCMRouting l CCMRuntimeServices l Ccmwa

SQL Server best practices

If you are installing SQL Server 2012 or SQL Server 2014, ensure you follow these best practices: l On the Instance Configuration window, ensure you give the SQL Server instance a unique

name that is not already in use. If you use the Default instance name and receive an error saying the instance name is already in use, try renaming the SQL Server instance. l On the Server Configuration window, ensure you provide a local server administrator

account name in the Account Name fields and have the service Startup Type fields set to

Automatic.

l On the Database Engine Configuration window, on the Account Provisioning tab, ensure you specify a local server administrator in the Specify SQL Server administrators pane. If the current user has local administrator privileges on the server, click Add Current User.

MiCONTACT CENTER PRODUCT REGISTRATION

When you install MiContact Center software, you have the option of implementing a demo with temporary license files in order to activate the software. You must register the software with Mitel within seven days of installing a demo or you will no longer be able to log on to the system. After you register the software, Mitel will send you permanent license files.

NOTE: Licensing packages and components were significantly modified in Version 8.0. When you

upgrade from a pre-Version 8.0, you will be migrated to the new licensing model.

Registering your Version 8.1 software

You can submit your registration information to Mitel either by phone or email. Please note that Mitel processes registration information during regular business hours (Monday to Friday from 8:30 A.M. to 6:00 P.M. ET) only. When registering your software, have your five-digit site key ready.

To register, customers can contact their approved vendor. Certified channel technicians can contact Mitel Technical Support. The turnaround time is immediate.

To register by email, contact [email protected].

After you register, Mitel will email your license extract including your license options and product key. To activate your license, see "Migrating, activating, or updating Version 8.1 license files" on page 14.

(33)

Migrating, activating, or updating Version 8.1 license files

If an active Internet connection is available and you can access the license server, you must activate or update your license online. If you are upgrading your MiContact Center server from a previous major release, the license migration will be done automatically.

If you do not have access to the Internet or if you cannot access our license server, you can migrate, activate, or update your license offline. To migrate the license to Version 8.0+, activate and sign an offline license (CCMv5.dlsc). If you have any licensing questions, please choose the appropriate contact option. (See "If you need help" on page 5.)

NOTE: To ensure you are able to activate your license files online, any firewalls and proxies must be

configured to allow traffic over port 80 to IP address 72.1.218.40.

If you have a valid license key you can update your license files and activate your software online using the MiCC Setup wizard.

To update the license files online

1. In Windows, open the Mitel program folder and launch MiCC Setup. 2. Click Update License.

3. Read the license agreement and click the check box to agree with its contents.

To continue with the update, you must accept the license agreement.

4. Click Next.

5. Enter your license key and click Next.

Your license has been updated. If you expect any features or services to be enabled as a result of this license change, run the MiCC Setup wizard and choose the Repair Enterprise Server option.

6. Click Finish.

Your software is now activated and licensed.

If you are unable to access the licensing server, you can update your license files offline. You must have a valid license key and current license file to do so. See "Registering your Version 8.1 software" on page 13 for options.

To update the license files offline

1. In Windows, open the Mitel program folder and launch MiCC Setup. 2. Click Update License.

3. Read the license agreement and click the check box to agree with its contents. 4. Enter your license key and click Next.

5. If you have a registered license file, skip to step 10. Otherwise, go to step 6.

6. If you do not have a registered license file, click Create license package for registration. 7. Select the directory where the license files will be saved and click OK.

8. Email the license files to Mitel to obtain a product key.

Email [email protected] (North American customers) or your approved Mitel vendor (for customers residing outside of North America).

(34)

Enterprise Server installation

15 9. After receiving the product key from Mitel, relaunch the MiCC Setup wizard and follow the

steps to proceed to step 10.

10. Click Apply registered license file.

11. Select the directory where the license files are located and click OK.

A message displays advising that your software is now registered and licensed.

If, after completing the activation process, you need to change your license key, you can do so by running the MiCC Setup wizard and, when prompted, click the Change key check box.

INSTALLING MiCONTACT CENTER VERSION 8.1

NOTE:

l You must close all of the Windows programs and ensure antivirus software is disabled before you install MiContact Center software.

l We recommend you ignore Windows update prompts to reboot your system during the MiContact Center installation. These updates will be automatically handled by the installer. l If you are installing MiContact Center in a Federal Information Processing Standards (FIPS)

environment, the Enterprise Server requires a configuration change be made to the Windows .NET Framework files on the Enterprise server following installation. For more information, refer to the following Knowledge Base Article:

http://micc.mitel.com/kb/KnowledgebaseArticle52179.aspx

We recommend you install MiContact Center software on a server that is connected to the Internet. When you install MiContact Center on an Enterprise Server that is online, the installer accesses necessary prerequisites via the Internet and downloads and installs those that you require. If the Enterprise Server will be offline during the MiContact Center installation, you must download the prerequisites and copy them to the Enterprise Server prior to installing the MiContact Center software.

To install the MiContact Center prerequisites (offline installation)

1. On a PC that is connected to the Internet, download the installer for 7zip and place on either a

USB key or network share.

7zip is available from http://www.7-zip.org/download.html.

2. Ensure all the Windows programs are closed.

3. Using a web browser, browse to http://www.mitel.com. 4. Click Login.

5. Type your Mitel Online Username and Password and click Login. 6. Click Mitel Online.

7. Under Support click Software Downloads. 8. To download

l MiContact Center software, click MiContact Center=>MiContact Center Software

Download Current Release 8.1.

9. Click the link of the version of 8.1 you want to download.

Occasionally, due to browser incompatibility, the link will not respond. If this happens, right-click the link and select Open in new tab.

We recommend you review the release notes by clicking the Release Notes for

(35)

10. Follow the instructions to download the software, either using Software Download Manager or

HTTP, onto your USB key or network share.

11. Return to Mitel Online and navigate, following the same path as above, to the Optional Release Components section of the download page.

12. Click the link for Offline Installer Package and follow the download instructions to install the

package on to either your USB key or network share.

You are now ready to transfer the downloaded software (7zip installer, MiContact Center software installer, and the Offline Prerequisites Package) onto your Enterprise Server, via your USB key or network share.

13. Log on to the Enterprise Server with a Windows administrator account.

The account must have full administrative privileges.

14. Copy the previously downloaded files to the Enterprise Server’s hard drive.

We do not recommend installing MiContact Center from a removable drive or network share.

15. Install 7zip.

16. Run the executable file and browse to select the location to which the install files will be

extracted.

By default, this is <installation drive>:\MiCC_80.

17. Do not choose to Deploy the Enterprise Server when the MiCC Setup Installer Workflow

page displays.

18. Extract the contents of the Offline Installer Package to <installation drive>:\MiCC_ 80\PFInstaller\PreReqs\.

19. If prompted, copy and replace any existing files.

20. Complete the MiContact Center installation by following the instructions described in the

following section, under ‘To install and set up MiContact Center on the Enterprise Server’. To download MiContact Center software (online installation)

1. Log on to the Enterprise Server with a Windows administrator account.

The account must have full administrative privileges.

2. Ensure all of the Windows programs are closed.

3. Using a web browser, browse to http://www.mitel.com. 4. Click Login.

5. Type your Mitel Online Username and Password and click Login. 6. Click Mitel Online.

7. Under Support click Software Downloads. 8. To download

l MiContact Center software, click MiContact Center=>MiContact Center Software

Download Current Release 8.1.

9. Click the link of the version of 8.1 you want to download.

Occasionally, due to browser incompatibility, the link will not respond. If this happens, right-click the link and select 'Open in new tab'.

We recommend you review the release notes by clicking the Release Notes for

(36)

Enterprise Server installation

17 10. To download your software:

l Click I Agree [Download using Software Download Manager (Recommended)] to download using the Software Download Manager.

l Click I Agree [Download using HTTP] to download using your browser.

NOTE: If you click I Disagree, you will be unable to download the software.

11. If you choose to download using the Software Download Manager, select the destination for

the download and click Save. When the file finishes downloading, click Launch.

12. If you choose to download using HTTP, depending on the options presented in your browser,

select whether to Save or Run the installation file.

l If you saved the file, browse to the downloaded installation file and run it. The MiContact Center Version 8.1 self-extracting wizard opens.

l If you ran the file, the MiContact Center Version 8.1 self-extracting wizard opens when the file finishes downloading.

13. Click Browse to select the location to which the install files will be extracted.

We recommend you do not alter the default path to which the files are extracted.

After downloading the software, the MiCC Setup wizard guides you through the installation process. To install and set up MiContact Center on the Enterprise Server

1. When the MiCC Setup Installer Workflow page displays, click Deploy Enterprise Server.

The Product Announcements page displays.

2. We strongly recommend you read the notices on the Product Announcements page as they

pertain to the software version you are about to install.

3. Click Next.

The Installation Paths page displays.

4. Select the I want to customize what features are enabled on this deployment check box

to choose the features you want to install on the Enterprise Server.

NOTE: If you select this check box, the Enable Features page will display after the Licensing

and Registration page has been processed and completed.

5. If you want to install the Enterprise Server software in a location other than the default, click Browse and select the alternate destination.

6. Select the I want to specify shared folders for logs and data check box to designate

where you want to store log files, data directory files, backup files, persisted report files, and search storage files.

NOTE: The storage path can be either local drive or a network drive (UNC path). The Local

administrator account set during installation must have read/write permission to that path.

7. If you want to choose alternate destinations for logs and data files, click Browse, otherwise

click Next to accept the default locations. The License and Registration page displays.

8. Read the license agreement and click the check box to agree with its contents.

To continue with the installation, you must accept the license agreement.

9. Enter your license key or choose to register later.

If you choose to register later, you will be granted a temporary seven-day demo license. See "Registering your Version 8.1 software" on page 13.

(37)

10. Click Next.

If, on the Installations Path page, you selected the option to customize which features are enabled on the Enterprise Server during the installation, the Enable Features page displays.

11. Toggle the switches to On or Off to select the features you want to install on the Enterprise

Server.

NOTE:

l Select Site Based Security if you are a Hosted Service Provider who wants to deploy a multi-instance Enterprise Server

l See the MiContact Center Site-Based Security (Multi-tenant) Administration Guide for multi-tenant installation and configuration details.

l Optionally, you can select Site Based Security to deploy multiple sites with multiple MiVoice Business instances that will not communicate with each other.

l Selectable options depend on your licensing.

12. Click Next.

The pre-requisite software is now installed. You may receive warnings if pre-installation steps were not completed prior to initiating this installation or if the hardware and software

requirements, as noted in the Mitel MiContact Center and Business Reporter System

Engineering Guide were not met. In some cases, the installation will be aborted and you will

be advised to update your server hardware and software and rerun the installation.

13. Click Next.

The Enterprise Server settings page displays.

14. On the Enterprise Server settings page, specify the following settings:

l After What is the IP address of this server, verify the IP address of the Enterprise Server. If it is not correct, type the correct IP address or DNS name.

l If you use Secure Sockets Layer, select the check box beside I would like to use

SSL.

CAUTION: If you select this check box, ensure the IP address configured is the Fully

Qualified Domain Name (FQDN) used when applying the SSL certificate. For more information on planning, deploying, and securing communications with MiContact Center, please refer to the MiContact Center and Business Reporter System

Engineering Guide.

l After What is the desired language for the Enterprise, select the language in which you want MiContact Center applications to display.

NOTE: MiContact Center applications, such as YourSite Explorer and Contact Center

Client, use the language settings of the operating system in addition to the language preference set for MiContact Center. Ensure that the language selected matches the language settings of the operating system.

l After In what country is this server situated, select the country in which your Enterprise Server is located.

l After In what time zone is this server situated, select the time zone for the area in which your Enterprise Server is located.

15. Click Next.

References

Related documents

This is the same value displayed on the Budget Sales line on the Forecast Summary page when you select a store.. Forecast ($) Your sales forecast for

MiCONTACT CENTER BUSINESS EDITION MiContact Center Business Edition is designed for small contact centers that want a cost-effective solution that can grow with them.. This

Cisco Unified Workforce Optimization software, including Call Recording and Quality Management and Workforce Management, can align your contact center business processes with

21, 216, http://www.unodc.org/documents/wdr/WDR_2008/WDR_2008_ eng_web.pdf; Offi ce of the High Commissioner on Human Rights (OHCHR), ‘High-level Review of the Political Declaration

Therefore, the aim of our study was to analyze the adherence to advanced trauma life support (ATLS) and PALS guidelines and iden- tify management errors in the pediatric

Once you learn the three-step method (one step is sitting comfort- ably in a chair it's that simple), you take just a few seconds to make contact with your automatic mind, and

Swipeclock Workforce Management Suite can save your schedule with integrated tools for managing time and attendance by exception, and shifts scheduling accountability to

Given the evidence for metalloprotease involvement in the immune response of Lepidoptera, the importance of zinc-dependent proteases in the mammalian immune system, and the