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QuickCallClient Installation and Configuration Guide

Prepared By :

Cube Software Pvt .Ltd

B-8 Sector – 60, Noida

Table of Contents Installation Guide – QuickCall Client 1. Introduction 1 2. Hardware Requirement 1

Table of Contents

Installation Guide – QuickCall Client

1. Introduction

1

2. Hardware Requirement

1

3. Installation Steps

2

4. DataClient.ini

7

5. QuickCallClient.ini

8

Installation Guide – QuickCall Client 1. Introduction QuickCallClient is the client application running at individual

Installation Guide – QuickCall Client

1. Introduction

QuickCallClient is the client application running at individual agent system. It has a basic crm inbuilt to save the details of the caller and dispose the call after its completion.

2. Hardware Requirement

The application is light weight application and has following minimum hardware and software requirement.

Hardware: - Intel P4 Dual Core 2.0 Ghz Processor, 1 GB RAM, 40 GB HDD, USB Port and USB Headphone with echo cancellation(For SIP phones only).

It is windows based application and works on Windows XP SP2 and Above versions.

3. Installation Steps Installation Guide – QuickCall Client The installation steps is same for all

3. Installation Steps

Installation Guide – QuickCall Client

The installation steps is same for all versions of QuickCall Client application. Lets go through the installation and configuration step by step so that it will be easier for installation and configuration. We are taking into assumption that the QuickCallserver application is already installed, configured and running.

1.

To start with please insert the setup CD recieved by you along with the delivery material. Run QuickCallClientSetup from the Setup CD. You should get a welcome screen as shown in the snap. Click on Next to proceed to next step

get a welcome screen as shown in the snap. Click on Next to proceed to next
Installation Guide – QuickCall Client 2. Please go through the agreement throughly. You should accept

Installation Guide – QuickCall Client

2. Please go through the agreement throughly. You should accept the agreement only when terms and conditions are cleared. Unless you accept the terms and condition you wont be allowed to proceed further. So after reading the agreement, click on “I accept the agreement” as shown in the snap and Next would

accept the agreement” as shown in the snap and Next would immediately get enabled. Click on

immediately get enabled. Click on next to go to the next step else installation will be terminated here.

3. By default QuickCallclient application would be installed at the path shown in snap. If user wants to change

installed at the path shown in snap. If user wants to change the path then he

the path then he can do so here. It is recomended to use the default installation path or keep the path same for all QuickCallclient installation in the organisation so that support activity can be carried out easily. Click on next to continue to next step of installation.

Installation Guide – QuickCall Client 4. In this steps user can mention the name of

Installation Guide – QuickCall Client

4. In this steps user can mention the name of program shorcut folder to he created so that it can be made visible in the start menu Folder. It is recommendedto keep the default folder name as provided during the setup.

keep the default folder name as provided during the setup. Click on next to continue 5.

Click on next to continue

5. Here the user has to decide whether QuickCallClient application shorcut is to be created on the desktop or not. If user wants to create a shortcut during installation then select the check box and click on next to continue. The shortcut will be created on the local user desktop only. Here select the check box and click on

user desktop only. Here select the check box and click on next to go to next

next to go to next step.

Installation Guide – QuickCall Client 6. A summary of the previous steps is shown in

Installation Guide – QuickCall Client

6. A summary of the previous steps is shown in this step. It will display the path where application will be installed and the start menu program folder where all application shortcut will be created. If every thing is ok

application shortcut will be created. If every thing is ok then click on next else click

then click on next else click on back to go to previous steps and rectify the wrong information.

7. The installation would start as per the information provided in earlier steps. The main QuickCallClient application will be installed at the path mentioned by you and few other file will be installed at the “Program Files\CubeTools” folder in the system drive. Once all files had been copied and registered then it will display a

files had been copied and registered then it will display a screen say installation in completed.

screen say installation in completed.

8. Click on Finish the installation is completed.

Installation Guide – QuickCall Client 9. Once installation is completed we have to configure the

Installation Guide – QuickCall Client

Installation Guide – QuickCall Client 9. Once installation is completed we have to configure the application

9. Once installation is completed we have to configure the application so that it connects to the QuickCallserver and enable other options in the application as per requirement. To configure the application, one should have basic knowledge of windows configuration files. The configuration changes are done majorly in 2 configuration files (Windows Configuration File Structure) - DataClient.ini and QuickCallClient.ini.

10. Open DataClient.ini file from system root\Program Files\CubeTools\ActiveX Folder. Enable the RemoteHost paramter under the section [DataClient] and put the IP of the QuickCallserver here. Save the file and run QuickCallclient. Now the application should run properly. More configurations in the ini files are described in next section

4. DataClient.ini Installation Guide – QuickCall Client This is a configration file for DataClient Application.

4.

DataClient.ini

Installation Guide – QuickCall Client

This is a configration file for DataClient Application. The QuickCallClient Application is connection less application where no diarect connection is being made from the QuickCall database to fetch data. All the database request is facilitated via dataManager Application installed at one of the QuickCall servers and dataClient Application. Lets see what are the parameters available for DataClinet Application running at the client/agent systems.

# Section

Paramter Name

Default

Description

 

Name

Value

 

1 DataClient

DataBase

QuickCall

Name

of

Section

created

in

Datamanager.

Default

is

QuickCall.

 

2 DataClient

LocalPort

Disabled

Random port to be selected locally. If defined only the defined port will be selected for communication with DataManager.

3 DataClient

RemoteHost

Disabled

Generally the application broadcast for datamanager application. If any IP is defined then it does not broadcast but connects to the defined IP.

4 DataClient

RemotePort

6603

Default port for Datamanager is 6603. Unless changed in datamanager no need to cahnge here.

5 DataClient

ResponseTimeOut

500

Default is 500 Milli Seconds and should work ok.

 

6 DataClient

QueryTimeout

10000

Default is 10 Seconds. Should work ok.

 

7 DataClient

Protocol

UDP

Default is UDP but sometimes TCP may be required depending on the network stability.

5. QuickCallClient.ini Installation Guide – QuickCall Client This file provide information to the QuickCallClient

5.

QuickCallClient.ini

Installation Guide – QuickCall Client

This file provide information to the QuickCallClient application. Here necessary setting is as well done for TAPI (For First Party TAPI Application) or other interfaces like SIP or H323 applications. QuickCallClient application has inbuilt SIP phone (Supported in Windows Only) and for H323 it uses Windows H323 TAPI driver. The ini File has global as well as campaign wise paramters.

# Global

Global (G) / Campaign Wise(C) / Both(GC)

Paramter Name

Values

Description

Section

Name

1 QuickClient

G

Campaign

 

Last logged in CampaignID

 

2 QuickClient

G

Computer

 

IP Address of the QuickCallserver where QuickCallServer Application is running.

3 QuickClient

G

User

 

Last logged in agentid.

 

4 QuickClient

G

Extension

 

Last loggedin extesnion. Generally the computer is bound with the extension. This should remain same once configuration is done.

5 QuickClient

G

TapiLine

 

If First party TAPi is used then anme of the TAPI ID which give control over its Phone functionality. This is used for TAPI 2.X interfaces.

6 QuickClient

G

Tapi3line

 

If First paty TAPI i used then name of the TAPI ID which gives control over its Phone Functionality. This is used for TAPI 3.X versions. For SIP Phone this paramter to be enabled and value to be set as SipActiveX

7 QuickClient

G

TapiRunning

False/True

States if

TAPI

status

is

to

be

sent

to

QuickCallserver or not. False does not send the status and true sends the status. With SIP Phone this parameter to be set to False.

8 QuickClient

G

Campaign<Campai

<Section

This is used to have customized behaviour for each application. Depending on the paremeters defined in each section, QuickCallclient application will have customized behaviour when calls will be routedto the agents.

gnID>

Name>

9 QuickClient

GC

AutoPickup

0/1

1=Auto Answer the call in case of offering. Should be supported by Phone used. 0=manual Answer.

10 QuickClient

GC

MultipleRemarks

0/1

If more than 1 remarks are required. We have provision for 2 remarks 1=diaplay 2 remarks option in QuickCallclient application with every new call 0=Single remark option.

11 QuickClient

GC

HideOnMinimize

0/1

1=Hide the QuickCallclient to system tray icon bar on minimize 0=show it on the system application bar.

Installation Guide – QuickCall Client # Global Global (G) / Campaign Wise(C) / Both(GC) Paramter

Installation Guide – QuickCall Client

#

Global

Global (G) / Campaign Wise(C) / Both(GC)

Paramter Name

Values

Description

 

Section

 

Name

12

QuickClient

GC

DropCallOnApplyCl

0/1

1=QuickCallclient will drop the call directly on apply and close button 0=agent may have to drop the call first and then click on apply on close.

ose

13

QuickClient

GC

Dial1,

Dial2,

 

Default Phone numbers to be displayed in soft Phone Options.

Dialn

14

QuickClient

GC

Remark1

 

Name of Remarks1 if Multipleremarks is enabled

15

QuickClient

GC

Remark2

 

Name of Remarks2 if Multipleremarks is enabled

16

QuickClient

GC

StopBeepAfter

   

17

QuickClient

GC

ManualPassBreak

 

If manualpass is to be treated as break.

18

QuickClient

GC

LocalPort

 

Local QuickCallClient port used for external integration. It is a TCP Port and external application needto send data to this port in case of TCP integration.

19

QuickClient

GC

ExternalPort

<TCP

External Integration Method which can be TCP, Clink Txt File on the agent desktop.

Port>/Clin

k/<File

Path>

20

QuickClient

GC

ExternalAppl

 

Application to launch when QuickCallclient starts.

21

QuickClient

GC

ExternalFile

 

Return File Path in case of txt File integration method.

22

QuickClient

GC

Showpopup

0/1

To show the new call pop up or not. 1=enabled. Show pop up. 2=disabled. Hide popup

 

23

QuickClient

GC

AutoClose

0/1

0= Do not auto wrap the call 1=Auto wrap up the call.

 

24

QuickClient

GC

AnimatePopup

0/1

0=Pop up come normally with no animation 1=animate pop up like from top, difussion, etc.

25

QuickClient

GC

ScreenCapture

0/1

0=disable screen capture 1=enable screen capture

 

26

QuickClient

GC

AutoSoftPhone

0/1

0=disable soft phone to open automatically 1=enalbe soft phone to open automatically

27

QuickClient

GC

HideExplorer

0/1

0=do not hide explorer with every apply and close 1=Hide explorere with every apply and close

28

QuickClient

GC

LoginURL

 

Any

URL

to

be

launced

when

QuickCallclient

logges in

 

29

QuickClient

GC

OfferingURL

 

Any URL to be launched with New call comes.