Taske ACD ToolBox Installation Guide

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· The host PBX system and the TASKE Server have been connected (refer to Appendix
A)
If you are installing the TASKE software in a network environment (i.e. you are installing
TASKE Call Center Management Tools on a number of network-connected computers), we
additionally assume that the following software has been installed, configured, and tested on
each PC:
· Microsoft file and printer sharing services
· TCP/IP network protocol...

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Software Lock Installation
The software lock is a blue adapter connected to the printer port on the TASKE machine and
connected to the telephone switch.  The male end of the software lock (the end with pins)
connects to the parallel (printer) port on the back of the TASKE Server or Standalone
machine.
If there is a printer already connected to the printer port on the PC, you must disconnect the
printer, plug the software lock into the...

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Note     Configuring the hardware alone in Windows 95 may not enable the software lock tofunction properly.   Configuring the Windows 95 operating system software may be required.
For instructions about how to configure the parallel port under Windows 95, see Appendix
B.Note: Bi-directional printers (such as the HP 5 Laserjet series) connected to the softwarelock can fool the operating system into thinking the lock is not present.  In...

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Installing the TASKE ToolBox Server Software
Note:     If you are installing a Network version, you must shut down all TASKEToolBox software on each TASKE Client and TASKE Server and install the software
on the TASKE Server first.  The ACD Collector must be shutdown before beginning
and the computer must be re-booted when the installation is complete.1. If you haven’t done so already, install the software lock (dongle) as
illustrated...

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The Select Components dialog box appears as below.The Select Components dialog box contains drop-down choices for setting up the TASKE
ToolBox components.  You will see four choices for the component settings: Server,
Supervisor, Enterprise Supervisor and Agent.
Server: This is the same as Server installation in previous versions.  Server is a site that does
the actual collection of the data and all the TASKE Clients are attached to a...

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The Locate TASKE License Files dialog box appears.  You need to provide the Path where
your licensing information resides.  By default, the Install program populates the text box
with “a:\” as License Files are shipped on a 3.5” floppy disk.
12. Insert the disk labeled License Info into floppy drive A.
13. Once you have completed setting your License files location, select the
Next > button.
The Select Destination Directory dialog box...

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The Select SignData Directory dialog box appears.  The SignData directory is a shared
path located on the network that points to your WallSign Server PC.  This setting specifies
the location of the Sign Server configuration files.  If the directory is not specified correctly,
client copies of the TASKE WallSign will not be able to connect to the TASKE Sign Server
and configure any readerboards.
This setting by default will be set to a...

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The Share VoiceData Directory dialog box appears.  For clients to connect to the
VoiceData directory, the directory must be shared.  The TASKE ToolBox install can perform
this function when the directory is created.
23. If you would like the Voice Data Destination directory to be shared,
select the Create Share button.  When your settings are complete,
select the Next > button.
The Local Server TCP/IP Settings dialog box appears as below....

________________________TASKE ACD ToolBox Installation Guide      15You must select the Serial Port for both SMDR and ACD and verify that settings are
identical to your PBX settings.
25. Once you have completed setting your serial ports for SMDR and ACD,
select the Next > button.
If you chose to install a WallSign, the Select WallSign Serial Port Settings dialog box
appears.
26. Once you have completed setting the serial port for the TASKE
WallSign, select the Next > button.
The Select Program Folder...

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The File Copying Progress dialog box appears.  The File Copying Progress dialog box
displays the progress of the files being installed.  You are not prompted for anything during
this process.
The Setup Complete dialog box appears as below:29. Select the Finish button to complete the installation of the TASKE Setup
program.  If you did not receive the patch file Information Dialog Box,
reboot your computer before starting the TASKE software.