CallData™ User's Guide

Quick Install Guide

Quick Install Guide

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Quick Install Guide

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The Quick Install Guide explains how to perform a typical CallData installation using only one computer.

 

note_information(1672)

Note:

See the Setup and Deployment section for more information on advanced configurations.

 

Overview

1.System Requirements
2.Phone System Compatibility & Settings
3.Download & Install Microsoft SQL Server 2008
4.Install CallData
5.Import Call Records From Your Phone System
6.Configure the Recommended Alerts
7.Post Installation Configuration
8.Licensing Information

 

1. System Requirements

Check your computer to make sure that it meets or exceeds the minimum system requirements.

information(1336) Click here to view the system requirements.

These are the minimum system requirements to install and use CallData & Microsoft SQL Server 2008 Express Edition.

Supported Operating Systems

32-bit systems

64-bit systems

Windows Server 2003 Service Pack 2
Windows XP Service Pack 2
Windows XP Service Pack 3
Windows Vista
Windows Vista Service Pack 1
Windows Server 2008
Processor: Intel or compatible 1GHz or faster processor
o2 GHz or faster is recommended
oOnly a single processor is supported with SQL Server 2008 Express Edition.
RAM: Minimum of 512 MB of RAM
o1 GB or more is recommended
Hard Drive: 2 GB of free hard disk space
o3 GB or more is recommended
Processor: 1.4 GHz or higher processor
o2 GHz or faster is recommended
oOnly a single processor is supported with SQL Server 2008 Express Edition.
RAM: Minimum of 512MB of RAM
o1 GB or more is recommended
Hard Drive: 2 GB of free hard disk space
o3 GB or more is recommended

 

2. Check Phone System Compatibility and Settings

Check your phone system to ensure that it is compatible with CallData. You can search for your phone system in the Supported Phone Systems section. You may need to make some minor changes to your phone system configuration to make it compatible with CallData.

 

3. Download & Install Microsoft SQL Server 2008

If you don't already have a SQL Server running on your computer or network, you'll need to set one up. The following steps outline how to download, install & configure the free version of Microsoft's SQL Server 2008.

 

1.Check System Requirements
2.Download Microsoft SQL Server 2008 Express
3.Install Microsoft SQL Server 2008

 

4. Install CallData

After checking your phone system for compatibility and configuring your SQL Server, you're ready to install CallData. For detailed instructions on how to install CallData, refer to the Installation Instructions section.

 

5. Import Call Records From Your Phone System

If your phone system supports exporting call records into an external file, you can import the records into CallData. For more information on importing call records from your phone system into CallData, see the Supported Phone Systems and Calls > Import Calls From an External File sections.

 

6. Configure the Recommended Alerts

After installing CallData you should configure several alerts that will help to prevent data loss and send alerts in the event of an emergency.

 

For more information on creating the recommended alerts, see the Recommended Alerts sections.

 

7. Post Installation Configuration

If you are the administrator and have not yet logged into CallData, your account will be the extension you provided during the installation. The default password for this account is "admin". For all other accounts, the default password is "user".
 
Note: It is STRONGLY recommended that every user changes their password from the default. Your CallData password is separate from any credentials in your phone system or your computer.

 

8. Licensing Information

The Licensing Information page contains more information on the the various licensing options for CallData. Additionally, information on how to obtain a license can be found on the the How to Obtain a License page.
 

 


See Also:

Setup and Deployment
Installation and Deployment
Post Installation Configuration