Avaya Com4Tel Client Installation Manual

Installation Manual
Com4Tel Client/Server
© 2008 Avaya Inc.
All Rights Reserved.
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Contents
About this Manual 7
Questions about this manual......................................................................................................7
How do you get a printed copy? .............................................................................................. 10
Action and components 11
Action ......................................................................................................................................11
Components............................................................................................................................. 13
Who is the manual for?................................................................................................7
What kind of information is provided here?................................................................ 7
What kind of information is not provided here?.......................................................... 7
How is this manual structured? ................................................................................... 8
Which font styles are used?.........................................................................................8
Which version are you reading? .................................................................................. 8
What has changed?......................................................................................................8
Where can you find additional information?...............................................................9
Requirements............................................................................................................. 10
Printing the manual ...................................................................................................10
Printing problems ...................................................................................................... 10
Figure: Client server solution .................................................................................... 11
Features of the client-server solution.........................................................................12
Com4Tel Client ......................................................................................................... 13
License server............................................................................................................ 13
Com4Tel Server ........................................................................................................13
Address book server (ADB server) ...........................................................................13
Route Info Server (RIS).............................................................................................13
Com4Tel Web@dmin................................................................................................14
Update Server............................................................................................................ 14
DB server................................................................................................................... 14
LNA server................................................................................................................ 14
OmniNames............................................................................................................... 14
Database: Sybase ASE ..............................................................................................14
Telephony connection (TOM server) ........................................................................ 14
conneCTIon............................................................................................................... 15
PABX ........................................................................................................................ 15
Telephones.................................................................................................................15
Phone books ..............................................................................................................15
Quick reference guide 16
Preparation............................................................................................................................... 16
Installing .................................................................................................................................. 17
Commissioning........................................................................................................................ 19
Commissioning the server components 20
Requirements ........................................................................................................................... 20
Hardware ................................................................................................................... 20
Software ....................................................................................................................21
PABX ........................................................................................................................ 21
Installation Manual Com4Tel Client/Server Contents • 3
Connecting to Microsoft groupware ........................................................................................ 22
Requirements............................................................................................................. 22
Further measures ....................................................................................................... 22
Connecting to IBM Lotus Notes groupware............................................................................ 23
Requirements............................................................................................................. 23
Releasing the LDAP access....................................................................................... 23
Starting the LDAP service......................................................................................... 24
Further measures ....................................................................................................... 24
Connecting to Novell GroupWise groupware.......................................................................... 25
Requirements............................................................................................................. 25
Further measures ....................................................................................................... 25
Guidelines................................................................................................................................26
Restriction .................................................................................................................26
One-server system ..................................................................................................... 26
Networked system ..................................................................................................... 27
What if an earlier version of conneCTIon is available?........................................................... 29
Data storage in conneCTIon......................................................................................29
Updating conneCTIon ............................................................................................... 29
Data matching from conneCTIon 3.0........................................................................29
How do I transfer data from an earlier version? ...................................................................... 31
Backing-up the database cc .......................................................................................31
Further action ............................................................................................................31
Installing the server components ............................................................................................. 32
Checking the operating system requirements............................................................32
TTrace .......................................................................................................................32
OmniNames............................................................................................................... 32
License server............................................................................................................ 32
License admin tool ....................................................................................................33
Module Manager .......................................................................................................33
Sybase 12.5.3............................................................................................................. 34
Database .................................................................................................................... 35
conneCTIon............................................................................................................... 36
Com4Tel Server ........................................................................................................36
Java development kit ................................................................................................. 36
Route info server .......................................................................................................37
Address book server .................................................................................................. 37
TomCat...................................................................................................................... 38
Web@dmin ...............................................................................................................38
WebPresence .............................................................................................................38
Watchdog ..................................................................................................................39
Issuing the licenses ..................................................................................................................40
Licenses..................................................................................................................... 40
Issue via license server .............................................................................................. 40
Starting the services and processes.......................................................................................... 41
Which services have to be started?............................................................................ 41
Checking....................................................................................................................41
Administration with Com4Tel Web@dmin............................................................................. 41
Use a certificate for data protection and security.....................................................................42
Procedure................................................................................................................... 42
Create a certificate keystore ......................................................................................43
Copy the .keystore file...............................................................................................44
Change the configuration for Tomcat........................................................................ 44
Exit and restart the Apache Tomcat service ..............................................................45
How to start Web@dmin with SSL? ......................................................................... 45
Importing the certificate at the client......................................................................... 46
Installing a client 47
The client's requirements ......................................................................................................... 47
Hardware ................................................................................................................... 47
4 Contents Installation Manual Com4Tel Client/Server
Client software ..........................................................................................................48
Installing client software.......................................................................................................... 49
Requirements............................................................................................................. 49
Database .................................................................................................................... 49
Installing client software ...........................................................................................49
Uninstalling ...............................................................................................................50
Change....................................................................................................................... 50
Installing client software via parameters (automatic installation) ........................................... 51
Parameters for installation.........................................................................................51
Silent Setup (client) ................................................................................................... 52
Adding the buttons for Lotus Notes.........................................................................................53
Symbols for Lotus Notes...........................................................................................53
Adding the buttons for Lotus Notes R5..................................................................... 53
Adding the buttons for Lotus Notes R6 or R7........................................................... 53
Changing the firewall settings for Windows XP Service Pack 2............................................. 54
What does the firewall do? ........................................................................................ 54
We advise you to use the firewall..............................................................................54
Requirements............................................................................................................. 54
Changing the settings ................................................................................................54
Maintenance 56
Backing-up the database .......................................................................................................... 56
What is a backup server?...........................................................................................56
Guidelines for backing up the master database .........................................................56
Guidelines for backing up the database.....................................................................56
Backing-up the database............................................................................................ 57
Restoring the database...............................................................................................58
Load........................................................................................................................... 59
Online help for Sybase .............................................................................................. 59
Call number mapping ..............................................................................................................60
Folder ........................................................................................................................60
Start parameters.........................................................................................................60
User ...........................................................................................................................60
Tip .............................................................................................................................60
Start parameters of the cticonfig process................................................................................. 61
Remote maintenance using PC-Anywhere .............................................................................. 61
Tips and tricks 62
Updating Web@dmin.............................................................................................................. 62
Using the Watchdog application.............................................................................................. 63
Recommendation....................................................................................................... 63
Watchdog configuration ............................................................................................ 63
Creating a connection profile for Sybase Central .................................................................... 64
Advantage.................................................................................................................. 64
Create ........................................................................................................................64
Call number mapping with the task planner ............................................................................ 65
Configure................................................................................................................... 65
Special tip.................................................................................................................. 65
OmniNames does not start....................................................................................................... 66
Possible cause............................................................................................................ 66
Remedying the error..................................................................................................66
Working with TTrace ..............................................................................................................67
Display of process statuses........................................................................................ 67
Archiving log files.....................................................................................................67
Configuring behavior at the client.............................................................................67
Configuring behavior at the server............................................................................ 68
More than 100 users use Com4Tel ..........................................................................................69
Check memory ..........................................................................................................69
Example: Check necessary Memory for 500 user ..................................................... 70
Installation Manual Com4Tel Client/Server Contents • 5
Example: Add memory and user connections ........................................................... 70
Adjust Default Data Cache........................................................................................70
Glossary 73
Index 75
6 Contents Installation Manual Com4Tel Client/Server

About this Manual

Questions about this manual

Before you start reading you might have questions regarding this document. We
will answer some questions to start with.

Who is the manual for?

This manual is intended for people who want to install Com4Tel. It makes no
difference whether you are using this document in printed or online form.
Use this manual as you see fit, whether as a reference for individual items or to
get comprehensively inform yourself about installing Com4Tel.

What kind of information is provided here?

This manual contains all the information required to install Com4Tel.

What kind of information is not provided here?

This manual does not contain any information about the administration and use
of Com4Tel.
Installation Manual Com4Tel Client/Server About this Manual 7

How is this manual structured?

The structure of this manual provides a step by step guide to use of Com4Tel.
Once you have read a few pages you will notice that each topic has a similar
structure. Most start with an introduction to the topic. The necessary
requirements or knowledge are then often described next. These are followed by
instructions. A figure or an example provides more in-depth information.

Which font styles are used?

The following font styles are used in this manual.
Font style Explanation
Bold
Italics Denotes special concepts.
Default Denotes explanations. This style is used for most texts.
1., 2., 3. etc. Denotes an instruction. Proceed step-by-step as described to
Denotes proper names (example: Com4Tel), menus, commands, buttons and names of dialogs.
use a certain feature.

Which version are you reading?

The following table shows information about this version of the manual.
Compiled on: April 9, 2008
Basis Com4Tel version 2.0.2.xxx
Editors Andreas Marquardt
Available as Online Help
Acrobat Reader file

What has changed?

The following table shows the history of this document.
Version 2.00.xxx
Version Date Changes
2.00.015 10.5.2006 Completely revised
2.00.015 23.6.2006 New chapter: Quick reference guide
2..0.1.150 30.5.2007 C3000
2.0.1.150 21.6.2007 More than 100 users use Com4Tel
2.0.1.150 12.7.2007 Installing client software via parameters (automatic installation)
2.0.2.xxx 9.4.2008 Corrections
8 About this Manual Installation Manual Com4Tel Client/Server

Where can you find additional information?

This manual describes the necessary knowledge and requirements and includes instructions you need to install Com4Tel.
The following manuals contain information on the administration and use of
Com4Tel. You can also use these documents in printed form or online.
Com4Tel Web@dmin User Manual
Com4Tel Client/Server User Manual
Installation Manual Com4Tel Client/Server About this Manual 9

How do you get a printed copy?

You would rather read these instructions on paper than on the PC screen? No problem! You can print the manual. This document is prepared for being printed. Printing this file provides you with a conventional manual.
The manual is printed in A4 format. The printed manual has about 74 pages.

Requirements

The following requirements must be fulfilled to print this manual.
You need the CTI CD CD-ROM.
An Acrobat Reader Version 5 or higher must be installed on your
PC. The necessary software is also provided on the CTI CD CD­ROM.
A graphics-capable printer must be connected to your PC.

Printing the manual

You want to print the manual.
1. In the file manager, switch to the doc folder on the CD-ROM.
2. Double-click the com4tel_install_en.pdf file. The Acrobat Reader
application opens and displays the manual.
3. Select Print in the File menu of the Acrobat Reader application.
The file is printed.

Printing problems

If you cannot print the manual, please consult your system administrator. Your system administrator can print a copy for you.
10 About this Manual Installation Manual Com4Tel Client/Server

Action and components

Action

Com4Tel is a so-called client-server solution. Each Com4Tel client uses central components of the Com4Tel-server. This ensures that the relevant data and settings can be maintained centrally (Com4Tel server) and each Com4Tel client receives the relevant information.

Figure: Client server solution

The following figure shows a schematic diagram of the interaction between the individual components.
Installation Manual Com4Tel Client/Server Action and components 11

Features of the client-server solution

The client-server solution (network solution) has the following features.
The telephone connection is made via 3
in conjunction with conneCTIon.
Administration takes place centrally (Com4Tel server). A
Com4Tel user can also configure their keys to their own
requirements.
Access to the telephone books takes place centrally (Com4Tel
server).
Each Com4Tel user (client) can use telephone books set up at the
server.
A journal shows the Com4Tel user (client) who phoned when and
how often, whom they phoned, whom they reached and did not reach and with whom they spoke.
Licensing takes place via a central server.
rd
party call control (RPC)
12 Action and components Installation Manual Com4Tel Client/Server

Components

In order to use Com4Tel, you must install and configure various components. Familiarize yourself with the components for Com4Tel.

Com4Tel Client

Com4Tel Client is a PC application for telephony. A user manages all their telephone traffic with Com4Tel.
Not only the configuration settings but also the journal data and personal telephone book are saved in the local database. Changes to the local configuration are replicated from the Com4Tel client to the server when the client is quit. Vice versa, when the Com4Tel client is started this configuration data is collected from the server, just like the data on the calls that have arisen (journal).

License server

Com4Tel requires valid licenses. The license server controls licensing.
When started the components connect with the license server and test the necessary licenses. The relevant license files must therefore be available on the license server.
Issuing the licenses" on page 40
See: "

Com4Tel Server

The Com4Tel server monitors telephony state of configured users and creates a call history for them (journal). Additionally the Com4Tel server holds the presence/absence states of all partners. All clients are notified about telephony and presence states of partners.The Com4Tel server's connection with the PABX is realized via TOM and conneCTIon (3rd party call control/RPC).

Address book server (ADB server)

An Address book server is used to read in address data, normalize the call numbers, merge address book entries from different address books and deposit them, access optimized, in the database. The Com4Tel client uses the address book server in the event of accesses for data retrieval or address book inquiries by the users.

Route Info Server (RIS)

The Route Info Server processes requests of Com4Tel server how to handle incoming calls for a user. Route Info Server knows all rules that a user administrated using presence management.
Installation Manual Com4Tel Client/Server Action and components 13

Com4Tel Web@dmin

You use the administration tool Com4Tel Web@dmin to edit the settings of Com4Tel. Com4Tel Web@dmin is web-based. To edit the settings you will
need a browser on a personal computer within the network.
The administration tool Com4Tel Web@dmin enables you to do the following.
Adjust the system properties
Configure and edit the users
Configure and edit the telephone books
Import users

Update Server

The update server is used for automatic mapping of the call numbers in the configured telephone books. This call number mapping ensures flexible phone number identification. Access to the address data is optimized (faster search options).
The data in the original telephone books is not changed. The mapped telephone numbers are maintained in a so-called shadow database.
An update server runs both on the clients (for the local address books) and on the server (for the central address books).
You can also manually start call number mapping using the call number mapping tool.
A client can only perform call number mapping for their own contacts.

DB server

The DB_SRV process controls access to the database for the Com4Tel Server.

LNA server

Com4Tel core processes register at LNA_SRV process to be notified about changes in database.

OmniNames

A Corba naming service (OmniNames) is required and used for the components' communication. Other Avaya products also use a Corba naming service. You can also use an already used naming service/server.

Database: Sybase ASE

The Sybase database is used as a relational database management system.

Telephony connection (TOM server)

The TOM server serves as an interface between Com4Tel and the telephony. A TOM server provides several providers (RPC, TAPI, IP). The Com4Tel server as well as Com4Tel clients use that uniform telephony interface.
14 Action and components Installation Manual Com4Tel Client/Server

conneCTIon

The name conneCTIon stands for the interface connection between the telephone and data worlds. CTI means computer aided telephoning (computer-telephony interface).

PABX

The application supports the Avaya PABX: I33/I55, I5 and ACM. The PABXs are modular systems. They are specifically put together to satisfy the customer's individual requirements.

Telephones

Com4Tel supports the current Avaya telephones in the PABXs I33/I55, I5 and ACM. You can also use other phones on a project-related basis.

Phone books

Com4Tel can use the following data sources as telephone books.
Microsoft Exchange 2000/2003 (Active Directory): Global address
book
Microsoft Exchange: Public folder
Microsoft Exchange: Shared mailboxes
Microsoft Outlook: Own contacts
Lotus Domino (LDAP)
Lotus Notes: Contacts
Novell GroupWise (server) (LDAP)
Novell GroupWise (client): Contacts
Customer databases (ODBC)
Personal telephone book
All LDAP sources in accordance with LDAP V3
Installation Manual Com4Tel Client/Server Action and components 15

Quick reference guide

The following tables provide brief instructions for the corresponding topics. If you have already set up several systems and have the necessary experience, you can use the tables as a memory aid. This quick reference guide is intended for experienced users.
The tables contain the necessary steps and notes on settings in a short form. Detailed instructions are given under the corresponding topics.

Preparation

Please note the requirements. Complete the preparatory actions first.
Step Action Note
1. Update conneCTIon
2. Backup cc database
3. Install groupware
If you are already using an earlier version of conneCTIon, you must update it to the version 4.0.
If you are already using an earlier version of Com4Tel 2 you must back up the cc database.
Before you perform the setup for the Com4Tel client you must install and configure the required groupware.
16 Quick reference guide Installation Manual Com4Tel Client/Server

Installing

Install the components as described.
Step Action Note
1. Install TTrace Setup type: Complete
2. OmniNames Setup type: Complete
3. License server -
4. License admin tool -
5. Module Manager I33/I55
Input:
Type of ISDN card (number of channels) Access type: I33/I55 CSTA (CTI server, ACD, CallCenter...) Access No, user and password for CSTA access to the PABX
I5
Input:
Type of ISDN card (number of channels) Access type: I3/I5 CTI (TLP, CSAT)
6. Sybase 12.5.3 SQL server name: Hostname
Password for the user sa: at least 6 characters long.
Select ODBC Support and jConnect (JDBC) options
Restart the computer after installation.
7. Database
8. conneCTIon -
Requirement: Sybase SQL server and Sybase BCKServer services are running
Upgrade
If you are using an earlier version of Com4Tel and would like to transfer the data, upgrade the database using the UpgradeTool.exe tool.
Input:
Password for the user sa.
Installation
Input:
User name (sa) and password for the user of the data database server Setup type: Complete hostname of the Corba naming service Hostname of the TTrace server
Installation Manual Com4Tel Client/Server Quick reference guide 17
9. Com4Tel server Input:
Hostname and port of the Corba naming service Hostname and port of the Tomcat server
10. Java development kit -
11. Route info server Input:
Hostname of the license server Hostname of the TTrace server Hostname of the Corba naming service Hostname of the database cc
12. Address book server Input:
Hostname of the TTrace server Hostname of the Corba naming service Administrative password: Password of the user sa Guideline value for the size of the address book server database: for 100000 addresses 1GB
13. TomCat Choose components: Full
14. Web@dmin -
15. WebPresence -
16. Watchdog Setup type: Complete
Input:
Hostname of the TTrace server
17. Com4Tel client Input:
Groupware application scenario: Client/Server (3rd party) Hostname of the Com4Tel servers
18 Quick reference guide Installation Manual Com4Tel Client/Server

Commissioning

Start the system as follows.
Step Action Note
1. Check services
2. Administrating Com4Tel
3. Switch Apache Tomcat to SSL Procedure:
4. If necessary:
Adding the buttons for Lotus Notes
5.
Change the firewall settings in Windows XP SP2
The following services must have been started and set to Automatic:
Apache Tomcat
Avaya Tenovis Watchdog
Avaya omniORB Naming Service
Communication manager
Sybase BCKServer_Hostname_BS
Sybase SQLServer_Hostname
Tenovis CTI server
Tenovis license server
With the help of Com4Tel Web@dmin
Create a certificate keystore
Copy the .keystore file
Change the configuration for Apache Tomcat
Exit and restart the Apache Tomcat service
If necessary: Import the certificate at the client
-
Exceptions:
com4tel.exe
updsrv.exe
tomsrv.exe
Installation Manual Com4Tel Client/Server Quick reference guide 19

Commissioning the server components

Requirements

The following requirements must be fulfilled to enable you to successfully install and use all the components of Com4Tel.

Hardware

You need the following hardware for the server components. You can install all the components on a personal computer.
PC (SATA/ATA/EISA bus or SCSI)
Intel processor Pentium III 650 MHz or higher (or comparable
processor)
at least 512 MB RAM
Hard disk with sufficient memory capacity (8 GB)
CD-ROM drive (optional)
Keyboard
Pointer (mouse)
Network card (Ethernet card)
Screen
ISDN card (optional for linking to PABXs via module manager)
USB connection 1.1 or higher (optional for license server)
Please note:
IF THEN
You use other applications. you may require larger server hardware
(CPU and RAM) dimensions accordingly.
You use more than 100 Com4Tel clients with the server.
20 Commissioning the server components Installation Manual Com4Tel Client/Server
you must provide appropriately larger dimensions for the server hardware based on the project.

Software

You need the following software for the server components.
Server Software components
Operating system Microsoft Windows XP Professional with Service
Pack 2
or
Microsoft Windows 2003 Server
Avaya software (is installed with Com4Tel)
Software from external manufacturers (installed with Com4Tel)
Software for administrations toolWeb@dmin
Basic setup with: cc database, TTrace, Omniorb, DB server, LNA server and Watchdog.
Com4Tel Server
Update server (application of the CTI framework for call number mapping)
TOM (telephony components of the CTI framework)
Web@dmin (JAR)
conneCTIon 4.x (link with the telephony)
License server
SUN SDK with Java Virtual Machine 1.5.0
Apache TomCat 5.x (web server)
Sybase ASE 12.5
Microsoft XML Parser (XSXML 2.0)
Microsoft Data Access Components (MDAC 2.5 or higher) (is already part of Windows XP and 2003 Server)
Corba naming service (Omniorb)
Microsoft Internet Explorer 6 or higher

PABX

The PABX must fulfill the following requirements.
PABX Explanation
I5 from software release 2.150
I33/55 from software release E07
I55/L02 -
Avaya ACM from Version 3.1
Other manufacturers
Installation Manual Com4Tel Client/Server Commissioning the server components • 21
Other-manufacturers' PABX can be operated on a project­related basis.

Connecting to Microsoft groupware

You can use Microsoft groupware with Com4Tel.

Requirements

Com4Tel can be connected to the following Microsoft groupware. Special settings are not required for operation with Com4Tel, either at the client or at the server. The groupware must be started to enable it to be used with Com4Tel.
Client software
Microsoft Outlook 2000
Microsoft Outlook 2002 (XP)
Microsoft Outlook 2003
Server software
Microsoft Exchange 2000
Microsoft Exchange 2003

Further measures

Client
You do not have to carry out any other measures at the client for the Com4Tel add-ons.
Configuration
You must use the Web@dmin application to appropriately configure the telephone books.
22 Commissioning the server components Installation Manual Com4Tel Client/Server

Connecting to IBM Lotus Notes groupware

You can use IBM groupware with Com4Tel.
To use IBM Lotus Notes, you must activate the LDAP access at the Domino server. If LDAP is not installed, please install these components retrospectively.

Requirements

Com4Tel can be connected to the following IBM groupware. The groupware must be started to enable it to be used with Com4Tel.
Client software
IBM Lotus Notes R5
IBM Lotus Notes R6
Server software
IBM Lotus Notes R5
IBM Lotus Notes R6
Domino server requirement
Com4Tel accesses the public address book of the Domino server via LDAP.
This requires the following at the Domino server.
LDAP must be installed. If LDAP is not installed, please install
these components retrospectively

Releasing the LDAP access

In order to access the public address book from Com4Tel via the LDAP access, the LDAP access must be activated and the LDAP service must have been started. Enable LDAP access as follows.
1. Open the Domino Administrator application.
2. Click the Configuration tab.
3. Under
CONFIGURATION SETTINGS dialog appears.
4. Select Use these setting as the default setting for all servers. The
LDAP tab also appears.
5. Click Edit Server Configuration to edit the configuration.
6. Click the LDAP tab.
Server Configuration, double-click All Servers. The
7. Click
8. Select Person under Form.
9. Click Show Fields.
10. The following fields must exist in the List of queriable fields
field.
List of queriable fields
CellPhoneNumber
CompanyName
Department
Installation Manual Com4Tel Client/Server Commissioning the server components • 23
. The LDAP Field List dialog appears.
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