Before you can install CallData, you will need to have Microsoft SQL Server installed. You can either install a supported version of SQL Server on the same computer that you will be running the CallData service on, or you can use a separate computer to host your SQL database. Please see the Database Requirements - Overview section for more information on database configuration.

 

SQL Server must be setup prior to installing CallData because the setup process creates the database that stores all of the call information on the SQL Server.

 

 

You will need to have Administrative Rights  (Administrative rights give you full, unrestricted access of a computer. Contact your organization's system administrator if you do not have administrative rights.) on the computer that will run the CallData service and have permission to install software. Additionally, you will need to have adequate permissions to create databases (If you're unsure whether you have permission to create databases on your SQL Server, check with your organization's database administrator.) on your SQL Server, otherwise setup will fail.

 

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Installation Instructions

 

Insert the CallData CD into your CD-ROM drive. The setup screen should automatically appear.  (If the setup screen doesn’t automatically appear, navigate to your CD-ROM drive and double click setup.exe to launch the setup manually.) Click Next to start installing CallData.

 

 

Read the License Agreement and if you accept the agreement, select I accept the license agreement and click Next.

 

 

3. Destination Folder

 The default installation folder is displayed automatically, although if you want to install CallData in an alternate location, click Browse. This will open another window where you can select another folder on your computer.

 

 You can choose to install CallData for all users of the computer or yourself only. If everyone or most of the people that logon to the same computer you're installing CallData will need to access the Client Application, select Anyone who uses this computer. Otherwise select Only for me.

 

 

4. Licensing

Select the type of installation you want to perform:

 

Enter your key if applicable.

 

 

 

 

5. Database Configuration

The next step is to configure how CallData will connect to the SQL Server. If you're using Microsoft SQL Server you can enter the server name in the SQL Connection String or MS SQL Server Name text box. If your SQL Server is part of a domain, enter the domain name in the lower text box. Otherwise leave it blank.

 

 

Using localhost or 127.0.0.1 as the Server Name during installation is not recommended. Client Applications run on computers other than the computer which is running the CallData service will not be able to connect to the service if you enter localhost or 127.0.0.1 as the SQL Server. Only valid server names, DNS names and IP addresses will work.

 

While the installer will accept localhost or 127.0.0.1 and the Client Application that is installed on the same machine as the CallData service will work, CallData won't be able to connect to the database from any other computers.

 

If your SQL Server is a part of a domain, then enter the domain name. If your SQL Server is not in a domain, then just leave this field blank.

 

If you want to use a specific account for the CallData service to connect to the database with, click on the Build button to create the connection string. This will open another window with more advanced options that help you to build a custom SQL connection string  (SQL connection strings contain the commands that the computer uses to connect to the database).

 

 

Click OK to save the connection string and click Next to continue to the next step of the installation.

 

6. Phone System

Enter the IP address or host name of your phone system and the port number that your phone system uses to stream data.

 

 

Enter the area code of the main location and any additional local area codes too. You will also need to enter the phone extension number that will be assigned to the administrator role in CallData. When you open CallData for the first time, this will be the extension you will use to login.

 

 

If you're using a legacy system you can configure the necessary settings by clicking on the Connector button. This will open another screen where you can configure your Serial Connector or MySQL Connector settings. After configuring the necessary options, click Next > to continue.

 

 

Click Next to continue to the next screen.

 

7. Confirmation

The confirmation screen will say "Installer is ready to install CallData." Select any last additional options you want and click Install to start the installation.

 

 

8. Finish

After the installer has finished installing CallData on your computer, it will say "CallData has been successfully installed." Click Close to exit the installer. If you chose to start CallData after the installation was complete and/or open the user's guide, they will be opened for you.

 

Next:

Post Installation Configuration

 

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See Also: