The configuration of the server is done via the accompanying management console which can be executed locally on the server or "remote" on network PC.
- The management console must be connected with the server (see dialog Server).
- Under Devices the required devices (phones) of the TAPI driver must be visible.
- Under Clients all Clients/Users must be created and configured. Each client is to assign his main TAPI device (phone).
- To use the server with more than two clients, you need a license key after the 30 day trial period. This is to be entered under Licenses.
In conjunction with the CTI Client 3.x, a presence management, and LED monitoring is supported by groups. The advantage is that the groups can be configured in the server. At CTI Client side a group is link only once in time - subsequent changes in the group are then automatically transferred.
In the CTI Server user-based clients should be configured with:
- Name, first name
- Main TAPI device
- possibly e-mail address
Under "Groups" a new group is to create and provided with permissions. As permission, you can specify, for example, whether the calls with or without a phone number to be displayed.
Then add the clients, you want to manage in the group. Direct only clients can be added to a group, but no TAPI devices. The clients associated TAPI devices are monitored indirectly.
If you want to include a TAPI device in a group, you can create a "Client without login" and assign the TAPI device to it. The Client can then be added to the group.
Configuring CTI Client side
A group can be linked in the CTI Client as a speed dial panel. The speed dial panel displays the status of all clients in this group (monitoring).
The integration of the group can be done via [Menu > Options > Speed Dial > Link CTI Server Group panel].
Hint: In the CTI Client must CTI Server plugin must be active: [Menu > Options > Customize > Components and Plugins > CTI Server].
For more information, refer to the CTI Client Help [Menu > ? > Help > Monitoring / presence management].