||From the Server directory on the CD, run
When you run programs from a Windows Server 2008 R2 system with
User Account Control enabled, Windows needs your permission to continue. Click
Allow in the User Account Control window
to run the programs.
Yes on the Software License Agreement screen.
The CTI OS Instances dialog box appears.
The CTIOS Instances dialog box allows you to create CTI OS Instances
and add CTI OS Servers to a configured instance of CTI OS.
Figure 2. CTI OS instances
The CTIOS Instance List contains an
Add and a
Add is enabled under the following
There are no existing CTI OS instances.
There is one CTI OS instance with no servers configured.
A multi-instance configuration is detected (1-10 CTI OS
instances with one CTI OS Server configured per instance using a Hosted IPCC
Delete is enabled whenever an instance is
The CTIOS Server List group contains an
Edit, and a
Add is enabled under the following
There is one instance of CTI OS with no CTI OS Servers.
There is one instance of CTI OS with less than 6 CTI OS
Servers configured. Each CTI OS Server is configured for any peripheral type
except Hosted IPCC.
You can create up to 10 CTI OS Servers per CTI OS instance. You configure the
maximum number of CTI OS Servers per instance using the following
HKEY_LOCAL_MACHINE\SOFTWARE\Cisco Systems, Inc.\Ctios\
When you instal the first CTI OS Server instance, this key (of
type DWORD) is added and set to 10.
Delete are enabled whenever you select a server.
||You must install a Windows Server 2008 R2 compatible maintenance
release (Release 8.5 or later) for this software to function on Windows
Server 2008 R2.
||Under the CTI OS Instance List, click
Add. The following dialog box appears.
|Figure 3. CTI OS instance list
||Enter an instance name. For example, if you enter an instance
"cisco," the following window appears:
|Figure 4. CTI OS instances
Add inside the CTI OS Server List.
The Add CTIOS Server dialog box appears.
Figure 5. CTI OS Server selection
The CTIOS Server Name is filled in with the string
"CTIOS" followed by the next available index for a CTI OS
Server. If a CTI OS Server has been deleted, the CTIOS Server Name string is
filled in with the index that was deleted.
||If you are installing CTI OS Server for the first time, an Enter
Desktop Drive screen appears. Accept the default installation drive or select
another drive from the drop-down list.
|Figure 6. Desktop drive selection
The CTI Server Information screen appears.
Figure 7. CTI OS Server information
IP Address and the
Port Number for your CTI systems.
The Peripheral Type field is prepopulated with the peripheral type
if the peripheral is configured for a previous CTI OS Server.
When you configure multiple CTI OS Servers to use a single CTI
Server, every CTI OS Server configured in addition to the first defaults to the
configuration of the first CTI OS Server.
The Peripheral Identifier screen appears.
If the peripheral is configured for a previous CTI OS
"Name or IP Address" field is pre-populated with the CTI
Server name of that previously configured CTI OS Server.
Figure 8. Peripheral identifier
Because multi-instance does not support multiple servers, any
server configured as part of an instance that has other servers does not list
"IPCC Hosted" in the peripheral type field.
ARS and ERS peripheral types are not listed either, as they are
not supported for multiple servers.
Because multiple servers cannot be supported with multiple
instances, the peripheral type drop-down list only contains
"IPCC Hosted" when a server is added to a system with multiple
instances already configured.
||If the peripheral has not been configured for a previous CTI OS
Server, specify the following information:
Logical Name for your peripheral. This
can be any valid logical name that uniquely identifies your peripheral.
Only Peripheral Types of
"IPCC Hosted Edition" have the
"Login By" and
"Enable Mobile Agent" group boxes enabled. In the
"Login By" box, you can choose between logging in by
Agent ID or by Login Name. The
"Login By" setting determines how CTI Toolkit Agent and
Supervisor Desktops allow Login and Chat request (either AgentID OR LoginName).
This setting does not affect other CTI applications. CTI OS Server itself can
service Login requests both ways (by AgentID and by LoginName) for IPCC.
All other peripheral types log in by Agent ID only, and the
choice is disabled. If this is to be a multi-instance environment, select
IPCC Hosted Edition.
Peripheral ID associated with the switch
your telephone is connected to.
Peripheral Type of the switch your
telephone is connected to.
Whether to enable mobile agent.
Mobile agent mode. Specify one of the following:
Agent chooses—Agent chooses the
Call by call—The agent's remote
phone is dialed for each individual call.
Nailed connection—The agent is
called once upon login and remains connected.
You can specify information for only one peripheral during CTI
OS Server setup. To configure additional peripherals, follow the procedure in
Configure additional peripherals.
The Connection Information screen appears.
Figure 9. Connection information
Enter the port number and the heartbeat information for
your CTI OS Server instance.
For all peripheral types except IPCC Hosted, accept the default
Listen Port value of 42028. For the IPCC Hosted peripheral type, only the first
instance can have this port. For subsequent instances, increment the port
number by 1 (42029, 42030, and so forth), taking care to configure the clients
that connect to them with the same port in their installs.
The Statistics Information screen appears.
Figure 10. Statistics information
- Enabling CAD Agent
disables the agent statistics polling interval from the CTI OS Server. CAD
agents receive only skillgroup statistics from CTI OS Server.
After performing an
Upgrade All, you must rerun setup to access this screen and reconfigure the for appropriate statistical
||Enter the default polling interval for Skillgroup statistics (in
Because Quality of Service (QoS) enablement and statistics enablement are mutually
exclusive, enabling QoS zeros and disables all of the information relating to
The IPCC Silent Monitor Type screen appears.
Figure 11. IPCC silent monitor type
||Select the silent monitor type.
Unified CM Based or
Disabled is chosen, clicking
Next takes you to the
"Peer CTI OS Server" screen. Proceed to Step 17.
Disabled is chosen, CTI OS-based silent
monitor is configured, but disabled. This means the registry settings below
have the following values:
CTI OS Based silent monitor is chosen,
Next takes you to the
"Silent Monitor Information" screen.
Figure 12. Silent monitor information
||On the Silent Monitor Information screen enter the following
The port number used by the client to connect to the silent
Whether or not the desktop uses QoS to
communicate with the silent monitor server.
The set of silent monitor servers that the desktop connects
to. The desktop randomly connects to one of the silent monitor servers
specified here. If the client is configured to use secure connections, the
client attempts to connect to the silent monitor server using a secure
connection. If the silent monitor server is configured to use secure
connections, then a secure connection is established with the silent monitor
server. Otherwise, an unsecure connection is used.
A client uses the same certificates it uses to communicate
with CTI OS Server to establish a secure connection to the silent monitor
The Peer CTIOS Server screen appears.
Figure 13. CTI OS Server information
|| You can use the Peer CTIOS Server dialog box to configure a CTI OS Peer
Server. You can also use it for Chat and CTI OS silent monitoring. Enter the
appropriate information as shown in the following figure:
|Figure 14. Peer CTI OS Server
After you click
Finish and the files are created, the
service is registered and Registry entries are made.
You can configure the chat window to beep every time a new
message arrives. To make the Chat control beep every time a new message
arrives, set the following registry key to a non-zero value.
HKEY_LOCAL_MACHINE\Cisco Systems, Inc.\CTI
If the registry key does not exist or if its value is set to zero,
the Chat control does not beep.
||The Security installation is launched with the following dialog box:
|Figure 15. CTI OS Server security
If you wish to disable Security, click
OK; otherwise, select the checkbox and enter
the appropriate information, and click
OK. For more information about CTI OS
CTI OS security.
To simplify deployments, you must enable security for
all CTI OS components (clients, CTI OS Server, and silent monitor server) or
disable security for all CTI OS components.
||The following window appears if you enable Security:
|Figure 16. CTI OS security InstallShield wizard
After the CTI OS Server Security Setup is complete, click
You are asked about whether you want to restart your computer now
or later. If you select
Yes your computer reboots.
||If you select
IPCC Hosted Edition and wish to add more
instances, you must then restart setup. The MR Installer launches after the
2008 R2 machine reboots. If you select
No, you see the following:
|Figure 17. CTI OS instances
In this core
"CTIOS Instances" dialog box you can
Add more instances and
Edit the one you just installed.
If you select any peripheral type other than
"IPCC Hosted Edition", the
Add button under the Instance List is
disabled so that you cannot add anymore instances.
"IPCC Hosted Edition", adding an instance runs the entire
progression described above. Editing an instance displays all of the
dialog boxes from the
"CTI Server Information" dialog box to the end. When you add or
edit instances after the first one, only Services are registered and
Registry settings are written. That is, the files are only transferred when the
first instance is added because all instances share the same code base.
In CTI OS Releases 6.0 and later, updates to Cisco CTI OS
software (Engineering Specials, Service Releases and Maintenance Releases) are
installed with Patch Manager. After the installation is complete you cannot move any
CTI OS files from the directories in which they are installed, or Patch Manager
cannot correctly perform CTI OS software updates.