NEC Neax2000 Ivs Callcenterworx System Manual

							NDA-24213 CHAPTER 5
     Page 47
Issue 3.0
Configuration Procedures
Configuring the MIS PCs
2. Configuring the MIS PCs
2.1 MIS PC Setup for Use via TCP/IP
STEP 1: Verify that the system requirements specified in Table 2-4 of Chapter 2 are available.
STEP 2: Depending upon your PBX hardware, complete the connections described in Chapter 3, Heading 3, 
“PN-CC00 Connecting Through a Hub” (illustrated in Figure 3-4 and Figure 3-5), or in Chapter 3, 
Heading 4, “PN-CC01 Connecting Through a Hub” (shown in Figure 3-6).
STEP 3: If not already done, complete the procedures in Chapter 4, “Programming the PBX and the D
term.”
STEP  4: Follow the procedures in Chapter 6, Heading 1, “Security Key Installation Instructions,” installing an 
MIS Security Key.
STEP  5: Read Chapter 6, Heading 2, “Installation Information Needed,” and assemble the information needed 
for installing CallCenterWorX.
STEP 6: Install only the MIS portion of the CallCenterWorX program, following the procedures in Chapter 6, 
Heading 3, “CallCenterWorX CD-ROM Installation Instructions.”
STEP 7: When program installation is complete, follow the procedures in “CallCenterWorX MIS Initial 
Setup” in Chapter 10, choosing the 
Communication Type TCP/IP. 
STEP 8: Follow the procedures in Chapter 10, Heading 9, “System Name Assignment,” to assign a System 
Name in the MIS. Information on the MIS menu commands can be found in Chapter 8, “MIS Menu 
Commands.”
STEP 9: Close the CallCenterWorX MIS–Setup window. 
						

							CHAPTER 5 NDA-24213
Page 48     
Issue 3.0
Configuration Procedures
Configuring the MIS PCs
Figure 5-6   MIS PC Setup for Use via RS-232
Verify all system
requirements available
(Chapter 2)Complete connections
(Chapter 3)Complete programming
PBX and Dterms
(Chapter 4)
Install MIS
Security Key
(Chapter 6)Assemble information
(Chapter 6)
Install only
CallCenter
WorX  MIS
(Chapter 6)
Read MIS menu and
command
descriptions
(Chapter 8)
Perform initial
startup of MIS
choosing RS-232
(Chapter 10)
Installation
complete
Close MIS
system
Verify correct
COM Port is
specified
(Chapter 10) 
						

							NDA-24213 CHAPTER 5
     Page 49
Issue 3.0
Configuration Procedures
Configuring the MIS PCs
2.2 MIS PC Setup for Use via RS-232
STEP 1: Verify that the system requirements specified in Table 2-5 of Chapter 2 are available.
STEP 2: Depending upon your PBX hardware, complete the connections described in Chapter 3, Heading 5, 
“PN-CC00 Connection for ACD Computer to Remote MIS PC Serially” (shown in Figure 3-7), or in 
Chapter 3, Heading 6, “PN-CC01 Connection for ACD Computer to Remote MIS PC Serially” 
(shown in Figure 3-8).
STEP 3: If not already done, complete the procedures in Chapter 4, “Programming the PBX and the D
term.”
STEP  4: Follow the procedures in Chapter 6, Heading 1, “Security Key Installation Instructions,” installing an 
MIS Security Key.
STEP  5: Read Chapter 6, Heading 2, “Installation Information Needed,” and assemble the information needed 
for installing CallCenterWorX.
STEP 6: Install only the MIS portion of the CallCenterWorX program, following the procedures in Chapter 6, 
Heading 3, “CallCenterWorX CD-ROM Installation Instructions.” 
STEP 7: When the program installation is complete, follow the procedures in “CallCenterWorX MIS Initial 
Setup” in Chapter 10, choosing the 
Communication Type RS232.
STEP 8: Verify that the correct 
COM Port is specified. It must be the same as assigned in the ACD Tenant 
Data (see this chapter, Heading 1.3, Step 10:).
STEP 9: The Baud Rate, Parity, Data Bits and Stop Bit items will appear with default values. Verify that the 
Baud Rate setting shows a value of 9600.
STEP 10: Verify the 
default settings for the other parameters.The default setting for Parity is “Even”. The 
default setting for Data Bits is “7,” and the default setting for Stop Bit is “1.” 
Important:Do not change these default settings without consulting your network administrator. If the settings 
appear with values different from the defaults, notify your network administrator.
STEP 11: Close the CallCenterWorX MIS–Setup window. 
						

							CHAPTER 5 NDA-24213
Page 50     
Issue 3.0
Configuration Procedures
Configuring the MIS PCs
This page is for your notes. 
						

							NDA-24213 CHAPTER 6
    Page 51
Issue 3.0
Installation
Security Key Installation Instructions
CHAPTER 6 Installation
1. Security Key Installation Instructions 
The CallCenterWo r X Version 2 Security Key and MIS Security Key are 25-pin connectors that attach to your 
computer’s parallel printer port. This key must be installed before running the CallCenterWorX program. The 
CallCenterWorX Version 1 Security Key is not compatible with Version 2 of this application.
STEP 1: Locate the Security Key (Figure 6-1). 
 CallCenterWo r X Version 2 Security Keys support different numbers of logged-on agents (10, 20, 
30, 40, 60, or 80) depending on the size of system installed. You have the option to change to a 
different Security Key at a later time if you want to increase the capacity of your CallCenterWo r X 
system.
Note:The 10-agent key does not support Infolink.
 You may have also received one or more MIS Security Keys if you are using a configuration 
option calling for one or more MIS PCs.
 
Figure 6-1   Security Key
STEP 2: Install the CallCenterWo r X Version 2 Security Key or MIS Security Key:
(a) Attach the Security Key to your computer’s parallel printer port (see Figure 6-2).
(b) Tighten the screws to connect the key securely to the port.
(c) If a printer is connected to your computer, disconnect the printer cable from your computer; 
attach the Security Key; then attach the printer cable to the outside connector of the Security 
Key.
Figure 6-2   Connecting the Security Key
Plug the Security Key into the parallel 
  printer port on the back of your computer. 
						

							CHAPTER 6 NDA-24213
Page 52    
Issue 3.0
Installation
Installation Information Needed
2. Installation Information Needed
To complete the installation, you will need to have the following information available.
2.1 ACD Installation Option
After the first few installation screens, you will reach the “Setup Type Selection” screen (Figure 6-11). In 
this screen you select whether to install the 
MAT Client setup (CallCenterWo r X MAT), or the Server setup 
(CallCenterWo r X ACD & CallCenterWo r X MAT) which sets up both the Server and Client. Make your 
choice based on the intended function of the particular piece of equipment you are configuring.
You would typically install a Server setup on the physical system which connects to a PBX. The MAT is 
included in order to configure the ACD Server. If you want an additional system (or several) which can 
configure the ACD remotely, install the MAT Client setup. You can have only one ACD Server per PBX, 
but you can have more than one MAT Client.
The ACD Server setup requires Windows NT 4.0 with NT Service Pack 5, but the MAT Client setup 
without the Server will run on Windows NT 4.0 with NT Service Pack 5, Windows 98, or Windows 95
(Windows 95 OSR 2.5 4.00.1111 is required for Year 2000 compliance).
2.2 IP Address or Host Name
During the installation of the ACD Server setup, you will be asked to enter the IP Address of the PBX. If 
you don’t know this address, check with your network administrator. The Server can dynamically 
determine its own IP address, as can the MAT Client(s). 
For the PC using MIS via TCP/IP, ask your network administrator for the 
Host Name of the Server.
2.3 Location of Installed Program
The default destination directory for the program files is C: \ Program Files \ NEC CallCenterWo r X. You 
may accept that location, or choose to place the program files in a different directory by using the “Browse” 
button. If you select a different destination directory for the files, be sure to make a note of the path so that 
you can locate the files later if necessary. 
						

							NDA-24213 CHAPTER 6
    Page 53
Issue 3.0
Installation
CallCenterWorX CD-ROM Installation Instructions
3. CallCenterWorX CD-ROM Installation Instructions
Use the CD-ROM in your CallCenterWorX package to install CallCenterWorX. You have the option to:
Install the entire CallCenterWorX suite, which includes both ACD (for Server and MAT Client, or 
for MAT Client) and MIS, using Windows NT 4.0 with NT Service Pack 5.
Install only the ACD (for Server and MAT Client, or for MAT Client) using Windows NT 4.0 with 
NT Service Pack 5, Windows 95, or Windows 98.
Install only the MIS using Windows NT 4.0, Windows 95, or Windows 98.
Note:If you install only the ACD or the MIS and later find you need to add the other, you can do so using the 
same CD-ROM.
Accessing the documentation on the CD-ROM requires Adobe Acrobat Reader® Release 4.0 (included on the 
CD-ROM). Using the Reader, you can:
Open the “CallCenterWorX ACD Features and Specifications” manual.
Open the “CallCenterWorX System Manual.”
Open the “CallCenterWorX MIS Quick Reference Guide”
3.1 Installation Setup
Important:
Be sure to close all Windows programs and screen savers that are running and disable any virus 
detection programs before using the Setup program.
The Setup consists of a series of dialog boxes that supply default answers to questions regarding the 
installation of files to your hard disk. To accept the default answers, click the 
Next button. To make 
changes, click the 
Browse button and make desired changes, then click OK to return to the dialog box and 
click 
Next to move to the next screen. To quit the installation, click Cancel.
STEP 1: Insert the CallCenterWorX CD-ROM into your computer’s CD-ROM drive. The auto-run feature of 
CallCenterWorX displays the 
Introduction screen. 
Note:If the auto-run doesn’t perform, launch from the Windows taskbar Start command. Select Run and type in 
D:\Setup
 (where D is the drive for your CD-ROM).  
						

							CHAPTER 6 NDA-24213
Page 54    
Issue 3.0
Installation
CallCenterWorX CD-ROM Installation Instructions
Figure 6-3   Installation Introduction
STEP 2: At this point you can choose to: 
(a) Exit from the installation process by clicking the 
Exit choice.
(b) Click 
Contact for NEC America, Inc. mailing address, telephone number, and e-mail address.
 
Figure 6-4   Contact NEC America 
						

							NDA-24213 CHAPTER 6
    Page 55
Issue 3.0
Installation
CallCenterWorX CD-ROM Installation Instructions
(c) Open the Documentation option by clicking Documentation and selecting the 
CallCenterWorX System Manual, the CallCenterWorX ACD Features and Specifications 
Manual, or the CallCenterWo r X MIS Quick Reference Guide. These files are in PDF
™ format 
and can be read using Adobe Acrobat Reader® (included on the installation CD-ROM).
Figure 6-5   Documentation
(d) Install CallCenterWorX by clicking Install. 
						

							CHAPTER 6 NDA-24213
Page 56    
Issue 3.0
Installation
CallCenterWorX CD-ROM Installation Instructions
STEP 3: If you choose the Install option, the CallCenterWorX Program screen (Figure 6-6) displays.
Figure 6-6   Install Selection
STEP 4: Click on the installation option of your choice. If you choose the CallCenterWorX Suite or 
CallCenterWorX ACD, the Welcome screen in Figure 6-7 displays. (Screens for CallCenterWorX 
MIS are shown in this chapter, Heading 3.4, beginning with Figure 6-22.) 
Figure 6-7   Welcome - ACD