If necessary, install the TAPI driver of the telephone system and the xtelsio CTI Server on the server computer.

Install TAPI driver

If you want to use the CTI Server on a telephone system with a central TAPI driver, the installation of the TAPI driver must be carried out in accordance with the manufacturer's instructions. If the driver doesn't work after the installation immediately, the computer has to be re-booted. You modify the TAPI driver settings still later under: [Start > Control Panel > Phone and Modem Options > Advanced]. In this dialog, select the TAPI driver and then click [Configure ...].

If the TAPI drivers are installed on the client PCs or the CTI Clients use a built-in telephone connector, no additional TAPI driver is required on the server.


Install CTI Server

Un-zip the ZIP archive and then run setup.exe.

Follow the setup dialogs. The proposed basic settings you should usually can take over unchanged.

Working Directory

xtelsio CTI Server stores its dates and settings in the working directory that was declared by the installation. The default setting is:

%APP_DATA%\xtelsio_CTI_Server_Data\

Which working directory is currently set, is stored in the registry:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\xtelsio CTI Server\WorkDir

Configuration

See: Server Configuration


CTI Client install (Standard / Professional)

On the network workstations only the xtelsio CTI Clients are to be installed. The required Server-Connector is already included in the Client setup.

Connect CTI Client 3.x with CTI Server
  • The CTI Server Connector is to be activated at:
    [Options > Customize > Components and Plugins > CTI Server].
    Then restart the client.
     
  • Create and configure a new "CTI Server connection" under [Options > CTI Server].
     
  • Under [Options > PhoneDialog (TAPI device)] click "Select TAPI device".
    In the following dialog the CTI Server should be displayed to the left.
    Then select your TAPI device on right side.
Connect CTI Client with CTI Server 2.x
  • In xtelsio CTI Client is to be configured the server connection under:
    [Options > TAPI Devices > Add > Add xtelsio CTI Server...]

Connect CTI Client to Server

Dialog from the CTI Client to create a CTI Server connection.

In this dialog, enter the IP address of the CTI Server and the account data.