Panasonic Dbs 576 Instructions Manual
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Section 525 - ACD/MIS Reference Chapter 2. System Requirements 576/HD-50-525 DBS 576/HD issued September 2001 2-3 Panasonic recommends installing the MIS server software on a PC that meets the following minimum requirements: • IBM-compatible Pentium 166 MHz personal computer • Windows NT Workstation or Windows NT Server (Version 4.0 with Service Pack 3) • 32 MB RAM • 2 GB available hard drive space for the application and data storage • CD-ROM (or access to a network CD-ROM) • Network Interface Card • Parallel printer port for activation key • VGA color monitor • Keyboard and mouse • Windows graphic accelerator Microsoft Windows NT Workstation software allows ten (10) concurrent client connections. For more then ten concurrent connections, use a properly licensed Windows NT Server. (See Chapter 6, Windows NT Concurrent Connection Licenses in this document for more information.) Network Settings Services: • Computer Browser • NetBIOS Interface • RPC Configuration • Server • Workstation Protocols: • NetBEUI Protocol • TCP\IP Protocol Adapter: • Network Interface Card, MODEM or MS Loopback Adapter (need something to bind TCP\IP)
2-4 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 2. System Requirements Section 525 - ACD/MIS Reference Bindings: • NetBIOS Interface • Wins Client (TCP\IP) • NetBEUI Protocol • Server • Wins Client (TCP\IP) • NetBEUI Protocol • Workstation • Wins Client (TCP\IP) • NetBEUI Protocol
576/HD-50-525 DBS 576/HD issued September 2001 3-1 Chapter 3. Installation Installation Overview Before You Begin Check the Phone System: • Verify that the Phone System ACD is functioning. • Verify that the ACD/MIS port in the phone system is turned on and check the speed of the port. Gather the following information: • Windows NT Host PC Administrative Login Name • Windows NT Host PC Administrative Password • Windows NT Host PC Network name (alpha name, not IP address) • Windows NT Host PC Com Port connected to Phone System (1, 2, 3, or 4) Note: Phone System MIS Port bps (channel speed): 9,600 bps Overview of Steps 1. Ensure that the minimum network settings are set on the Windows NT Host PC. 2. On the Windows NT Host PC, set up a new User Profile for each ACD Viewer/Report Manager client PC. 3. Install the Microsoft DAO and the MIS Server application on the Windows NT Host PC. 4. Install ACD Viewer (and Agent View if applicable) on the same Windows NT PC. This eliminates the LAN during the initial setup and test process, and it saves the installer from walking back and forth between the Host PC and the Client PCs. 5. The final phase is to install and test ACD Viewer and Agent View on client PCs.
3-2 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 3. Installation Section 525 - ACD/MIS Reference Preparing the Windows NT Host PC Verifying Windows NT Network Settings Caution: if you are not familiar with Windows NT, have the Network Administrator make any required changes. 1. Go to: Start Settings Control Panel \Network. 2. On each tab listed below, verify that the following information is entered/itemsare installed: Identification • Computer Name (Record for use in ACD Viewer Client Installation) • Work Group Services • Computer Browser • NetBIOS Interface • RPC Configuration • Server • Workstation Protocols • NetBEUI Protocol • TCP\IP Protocol Adapter • Network Interface Card, MODEM or MS Loopback Adapter (need something to bind TCP\IP Protocol) Note: In a stand-alone application with no network clients, it might be possible to use the MS Loopback Adapter included in the Network Adapter list on the Windows NT Work Station CD, to activate TCP\IP. To find MS Loopback Adapter select Add in the Network Dialog Adapters TAB, and scroll until you reach MS Loopback Adapter. Bindings • NetBIOS Interface • Wins Client (TCP\IP) • NetBEUI Protocol
Section 525 - ACD/MIS Reference Chapter 3. Installation 576/HD-50-525 DBS 576/HD issued September 2001 3-3 Server • Wins Client (TCP\IP) • NetBEUI Protocol Workstation • Wins Client (TCP\IP) • NetBEUI Protocol Setting Up User Profiles on the Windows NT Host PC For each ACD Viewer Client, set up a new user profile on the Windows NT Host PC. • Use the same Network Login Name and Password as the Client PC. • No user rights need to be established other then those that are set up automatically during the installation of ACD Viewer \ Report Manager and the MIS Server application. Installing the MIS Server Software Before You Begin Prepare the Windows NT Host PC as described in the previous section, “Preparing the Windows NT Host PC” on page 3-2. Step 1: Installing the Microsoft DAO Software This software must be installed on the Windows NT Host PC before the MIS Server can be installed. On the Windows NT Host PC, 1. Log-in to the Host PC using an Administrative account (name and password). 2. Insert the ACD Viewer CD-ROM in the Host PC. The Panasonic ACD Viewer / Report Manager window opens. 3. Click Install Microsoft DAO 3.5. 4. Install shield will display a series of dialog boxes. a. Welcome Dialog – Urges you to exit any open programs
3-4 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 3. Installation Section 525 - ACD/MIS Reference b. License Agreement dialog – Please read and acknowledge the license agreement c. Choose Destination Location dialog – the default location for the MIS Server d. Application is in the SMD Mserver folder. 5. For the first few seconds while Microsoft’s DAO installer software is running there will be no progress reports. Once the DAO installation is complete (about 30 seconds) the MIS Server installation will continue and provide progress reports as files are loaded and updated. 6. MIS Configuration dialog: Note: the default MIS COM port settings are MIS Baud = 9600 bps, MIS Parity = None, and MIS Word Length = 8 bits. Do not change the default settings. a. Enter Serial Communications Port connected to the Phone System. b. Verify that the remaining settings are correct (see Note). 7. At the end of the installation process you will be prompted to restart the PC. While restarting the PC is necessary, can install the MIS Server application before rebooting. Step 2: Installing the MIS Server Software On the Windows NT Host PC, 1. Log-in to the Host PC using an Administrative account (name and password). 2. Insert the ACD Viewer CD-ROM in the Host PC. The Panasonic ACD Viewer / Report Manager window opens. 3. Click MIS Server. 4. Install shield will display a series of dialog boxes. a. Welcome Dialog – Urges you to exit any open programs b. License Agreement dialog – Please read and acknowledge the license agreement c. Choose Destination Location dialog – the default location for the MIS Server d. Application is in the SMD Mserver folder. 5. MIS Configuration dialog: Note: the default MIS COM port settings are MIS Baud = 9600 bps, MIS Parity = None, and MIS Word Length = 8 bits. Do not change the default settings. a. Enter Serial Communications Port connected to the Phone System. b. Verify that the remaining settings are correct (see Note).
Section 525 - ACD/MIS Reference Chapter 3. Installation 576/HD-50-525 DBS 576/HD issued September 2001 3-5 6. At the end of the installation process you will be prompted to restart the PC. While restarting the PC is necessary before the MIS Server application can start, you might consider installing ACD Viewer and Agent View on this PC before rebooting. Installing the ACD Viewer Software This procedure can be used to install the ACD Viewer software on the Windows NT Host PC or on a client PC. Before You Begin ACD Viewer Report Manager Clients require a User Profile on the PC that hosts the MIS Server application. For each ACD Viewer Client, set up a new user profile on the Windows NT Host PC using the same Network Login Name and Password as the Client PC. No user rights need to be established other then those that are set up automatically during the installation of ACD Viewer Report Manager and the MIS Server application. Steps to Take 1. If installing ACD Viewer in the Windows NT Host PC, log in using an Administrative password 2. Insert the ACD Viewer CD-ROM in the CD drive. After a few seconds, the Panasonic ACD Viewer / Report Manager window opens. 3. Click ACD Viewer. 4. Install shield will display a series of dialog boxes. a. Welcome Dialog – Urges you to exit any open programs b. License Agreement dialog – Please read and acknowledge the license agreement c. Choose Destination Location dialog – the default location for ACD Vi e w e r d. application is in C: Program Files\SMD\ACD folder. 5. If the installation is on a Windows NT host you will be prompted to restart the PC.
3-6 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 3. Installation Section 525 - ACD/MIS Reference Starting ACD Viewer 1. Click the Windows Start button, and then click on Programs > ACD Viewer. 2. Enter the User Name and Password. The default User Name and Password is Administrator. Installing the Agent View Software This procedure can be used to install the Agent View software on the Windows NT Host PC or on a client PC. Note: An Administrator must use ACD Viewer to add Agent’s names and passwords, before Agents can sign on to Agent View. (ACD Viewer Menu Configure \ Users) 1. If installing Agent View in the Windows NT Host PC, log in using an Administrative password 2. Insert the ACD Viewer CD-ROM in the CD drive. After a few seconds, the Panasonic ACD Viewer / Report Manager window opens. 3. Click Agent View. 4. Install shield will display a series of dialog boxes. a. Welcome Dialog – Urges you to exit any open programs. b. License Agreement dialog – Please read and acknowledge the license agreement. c. Choose Destination Location dialog – the default location for ACD Viewer application is in C: Program Files\SMD\ACD folder. 5. Agent View installation will provide progress reports. 6. The Agent View installer does not usually require you to restart the PC. However, if you are installing on the Windows NT Host PC and have not shut down and restarted the PC since loading the MIS Server application or ACD Viewer, reboot the PC now.
Section 525 - ACD/MIS Reference Chapter 3. Installation 576/HD-50-525 DBS 576/HD issued September 2001 3-7 Accessing MIS Server Settings After Installation Viewing or Changing the MIS Server Configuration • Click the Windows NT Start button, and then select Settings > Control Panel. The MIS Server Configuration dialog box appears. Click the appropriate tab and make the appropriate changes. Verifying that the MIS Server is Running 1. Click the Windows NT Start button, and then select Settings > Control Panel. The MIS Server Configuration dialog box appears. 2. Click the Version/Trace tab. The Service Status box displays Running or Stopped. Note: The trace function is used to gather diagnostic information when trouble shooting. There is no need to run the Trace function. Viewing or Changing the MIS Server Configuration 1. Click the Windows NT Start button, and then select Settings > Control Panel. 2. Double-click on the MIS Server Configuration icon. The MIS Configuration dialog box appears. View the settings or make the appropriate changes. Accessing Windows NT Service Settings The MIS Server application installs and runs as a Service in the Windows NT environment. A Windows NT Service can be started automatically before a user logs into the Windows NT PC. This allows the MIS Server application to start automatically after a power failure, it also eliminates the need for someone to remember to start the MIS Server application. 1. Click the Windows NT Start button, and then select Settings > Control Panel. 2. Double-click on the Services icon. For more information about Windows NT Services, select the Help button.
3-8 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 3. Installation Section 525 - ACD/MIS Reference Uninstalling the MIS Server Software Before uninstalling the MIS Server application, the MIS Service must be stopped. Additionally, if Control Panel is open the MIS Server Configuration applet is in use. Software modules that are running or in use can not be uninstalled. Stopping the MIS Server 1. Open the Control Panel Services dialog 2. Stop MIS Server service 3. Stop MIS Database Analysis service 4. Close Services dialog Uninstalling MIS Server 1. Create a short cut on the Desk Top for Control Panel Add/Remove Programs ICON 2. Close Control Panel 3. Open the Add/Remove Programs short cut 4. Select MIS Server and Add/Remove button Note: • To prevent the accidental loss of customer data: removing the MIS Server does not remove C:\SMD\Mserver folder or the customer databases. To remove the customer databases simply delete the C:\SMD folder and all of its contents. The MIS Server Service must be stopped. • The MIS Server uninstaller does not remove Win NT Registry settings making software upgrades easier. SMD Registry entries can be found in: • HKEY_CURRENT_USER\SOFTWARE\Software Market Development and • HKEY_LOCAL_MACHINE\SOFTWARE Software Market Development