Taske ACD ToolBox Installation Guide

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Chapter 4: ToolBox Installation for
Supervisor/Client
Overview
This chapter describes the options and steps to follow while installing the TASKE ACD
ToolBox client software on a network-connected computer running Windows 95, 98, or NT.
Requirements
TASKE ACD ToolBox client software may be installed on a computer running Microsoft
Windows 95, Windows 98, or Windows NT 4.0 (with Service Pack 3 or later). For optimum
performance, the...

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Voice CardDialogic D/41D,D/41H, Dialog/4 or D/41E (UK version) See Appendix CFloppy Drive3.5” HDDCommunication Ports2 RS-232 communication portsMouseBus , serial, or PS/2  mouseBackup Power SupplyMini UPS (for Voice Machine only)Assumptions
The installation procedure assumes that:
· the TASKE software lock (dongle) is installed on the TASKE Server (see “Installing the
TASKE Software Lock” in Section 3).
· Microsoft file and printer sharing...

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Installing the TASKE ToolBox Client Software
1. If any applications are running on the client PC, close them now.
2. Insert the TASKE Call Center Management Tools CD-ROM and click
Install when the Autorun dialog box opens.
Or
If you have files from the TASKE web site, open the Disk1 directory in
the temporary area on your computer’s local hard drive, then double-click
the Setup.exe program icon.
If this is a first time installation, or...

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6. Choose the Next > button to allow the TASKE ToolBox installation toproceed.
The Software License Agreement dialog box appears.
7. Once you have read the Software License Agreement, if you agree,
select the Next > button.
The Setup Information dialog box appears.
Be sure to read the Setup information, and follow the directions it contains.
8. Once you have read the Setup Information, select the Next > button.
The Operating System...

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Supervisor: A Supervisor is equivalent to a TASKE Client, and retains all the functionality
of a client.  All the clients are connected to a TASKE server through a network.  They can
run Reports, Monitor, Search, etc. over the network.  A Supervisor can access the SiteData
and SignData directories of a TASKE server which contain the results from data collection.
Enterprise Supervisor: An Enterprise Supervisor is a Supervisor (Client)...

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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.
16. This setting should be...

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The computer’s TCP/IP setting specifies the name of the computer, and its TCP/IP address.
Enter the name and TCP/IP address of your computer.  If you enter the incorrect
information, or are not sure of the information, click the “Auto Detect” button.  This will
force the TASKE ToolBox setup to find the correct information before proceeding.
20. Once you have completed setting your Server Name and TCP/IP
address, select the Next >...

24    TASKE ACD ToolBox Installation Guide______________________25. 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. 

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Appendix A:  PBX Programming
This appendix describes the hardware configuration and programming required of the
MITEL 200 system to support TASKE Call Center Management Tools.  PBX programming
is required for both the TASKE ToolBox and the TASKE Voice ToolBox.
TASKE ToolBox PBX Configuration
This overview is intended to show you the necessary hardware connectivity and
programming for the MITEL SX-200 PBX.  The PBX must be programmed...

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Programming Required For Dataset Connections
The following 5 Dataset Connections forms must be programmed.
1.  Class of Service - Setting SMDR Recording Options
2.  System Options - Setting ACD Option for SMDR Records, disable 5 digit SMDR.
3.  Trunk Groups - Setting Outgoing SMDR Recording Options
4.  Directed I/O - Setting SMDR and Agent Shift Records to the dataset connected to
TASKE.
5.  ACD Reports - Setting Agent Shift Records to...