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Trademarks and Copyright Notices
This software, documentation and all other included resources are
Copyright © Steven Baxter 2007 – 2014. All rights reserved.
BaccyNet, BaccyNet Technology, BaccyNet Networks, the BaccyNet logo,
SMDR+, SMDRPlus, the SMDR+ boxes and the SMDR+ logo are trademarks
of Steven Baxter.
Microsoft, Windows, Office, the Office logo, the Windows Logo and the
Microsoft logo are all registered trademarks of Microsoft Corporation.
Pentium is a registered trademark of Intel Corporation.
3300ICP, Mitel and the Mitel logo are registered trademarks of Mitel
Networks.
This software utilises data from Ofcom®. You may not reuse this data without
express written permission from the copyright holder. Steven Baxter does not
guarantee the quality of this data in any way. For more information on Ofcom
please visit www.ofcom.org.uk
Example costings for a number of carriers are included with the software. No
guarantee is made to the accuracy of this data. Please ensure you check the
example costings against your current tariff for a complete overview.
All other trademarks and copyrights not explicitly mentioned are hereby
recognised. This software may contain routines or procedures that are
protected by UK Patent law.
This software makes use of encryption routines that may not be permitted in
your country. Please check your country’s policies before using any part of
this software.
First Published: 01/12/2008
Revised: 23/12/2013
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Contents
Trademarks and Copyright Notices.................................................................. 2
Contents .......................................................................................................... 3
License Agreement .......................................................................................... 4
Chapter 1 : Introduction ................................................................................. 10
Chapter 2 : Installation ................................................................................... 12
Chapter 3 : Configuring SMDR+ .................................................................... 21
Chapter 4 : Collecting Data ............................................................................ 26
Chapter 5 : Running Reports ......................................................................... 28
Chapter 6 : Report Settings ........................................................................... 32
Chapter 7 : Monitoring ................................................................................... 48
Chapter 8 : Updating ...................................................................................... 50
Chapter 9 : Troubleshooting .......................................................................... 52
Chapter 10 : Contact Us ................................................................................ 54
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License Agreement
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As with most software products, we (Steven Baxter) do not guarantee the
software to be free of defects. We will also not be held responsible for any
loss of earnings, damage to equipment or any other loss/damage sustained
from use of the software product. The software is offered for use as-is and
may not be updated / repaired if defect is found. The use of this software is
governed by a license agreement which can be seen during the installation of
each software component or a copy is available in this guide. Your use of the
software shows agreement to that EULA. If you do not agree to the EULA you
should remove all copies of the installation media from your computer/network
and return them to your reseller.
SMDR+ Suite - End User License Agreement (EULA)
When running the program you will be prompted to activate. If you do not then
the software will cease to function. Registration costs are set out on the
SMDR+ website. Any special registration details must be taken up with the
support department or your reseller.
RUNNING UNLICENSED SOFTWARE IS ILLEGAL AND YOU CAN BE
PROSECUTED FOR IT!
SOFTWARE PRODUCT = SMDR+ Suite V1.x.x, Bundled Software &
Updates. (Including Service Releases, additional Modules and Electronic
Documentation)
BaccyNet, BaccyNet Technology, BaccyNet Networks and BaccyNet Software
will be hereby referred to as Steven Baxter throughout this document.
IMPORTANT: READ CAREFULLY: This License Agreement is a legal
agreement between you (either an individual, company or a single entity) and
Steven Baxter for the SOFTWARE PRODUCT identified above, which
includes computer software and may include associated media, printed
materials, and "online" or electronic documentation.
The SOFTWARE PRODUCT also includes any updates and supplements to
the original SOFTWARE PRODUCT provided to you by Steven Baxter. Any
software provided along with the SOFTWARE PRODUCT that is associated
with a separate license agreement is licensed to you under the terms of that
license agreement. By installing, copying, downloading, accessing or
otherwise using the SOFTWARE PRODUCT, you agree to be bound by the
terms of this agreement. If you do not agree to the terms of the agreement, do
not install or use the SOFTWARE PRODUCT.
SOFTWARE PRODUCT LICENSE
The SOFTWARE PRODUCT is protected by copyright laws and international
copyright treaties, as well as other intellectual property laws and treaties. The
SOFTWARE PRODUCT is licensed, not sold.
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1. GRANT OF LICENSE
This license grants you the following rights:
+ System Software
You may install and use one copy of the SOFTWARE PRODUCT on a
single computer, including a workstation, terminal or other digital device
("COMPUTER").
+ Storage/Network Use
You may store the setup files on a network device or server however you
may not install the product to a network device or server to use or run in any
way.
You may only run specially labelled software on a network. Use of this
software in a Thin-client or Terminal Server environment is expressly
forbidden.
2. DESCRIPTION OF OTHER RIGHTS AND LIMITATIONS
+ Limitations on reverse engineering, De-compilation and Disassembly.
You may not reverse engineer, decompile, or disassemble the SOFTWARE
PRODUCT, except and only to the extent that such activity is expressly
permitted by applicable law notwithstanding this limitation.
+ Separation of components
The SOFTWARE PRODUCT is licensed as a single product. Its component
parts may not be separated for use on more than one computer.
+ Rental
You may not rent, lease, hire or lend the SOFTWARE PRODUCT. You may
not allow transfer of the SOFTWARE PRODUCT from your website or other
‘online’ storage system without express written permission from Steven
Baxter.
+ Trademarks
This license does not grant you any rights in connection with any
trademarks or service marks of Steven Baxter.
+ Software Transfer
The initial user of the SOFTWARE PRODUCT may not transfer this license
to another user. This license is a one time only license.
+ Termination
Without prejudice to any other rights, Steven Baxter may terminate this
license if you fail to comply with the terms and conditions of this license. In
such event, you must destroy all copies of the SOFTWARE PRODUCT and all
of its component parts, including installation media.
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3. UPGRADES
If the SOFTWARE PRODUCT is labelled as an upgrade, you must be
properly licensed to use a product identified by Steven Baxter as being eligible
for the upgrade in order to use the SOFTWARE PRODUCT. A SOFTWARE
PRODUCT labelled as an upgrade replaces and/or supplements the product
that formed the basis for your eligibility for the upgrade. You may use the
resulting upgraded product only in accordance with the terms of this license. If
the SOFTWARE PRODUCT is an upgrade of a component or a package of
software programs that you licensed as a single product. The SOFTWARE
PRODUCT may be used and transferred only as part of that single product
package and may not be separated for use on more than one computer or
other digital device.
4. COPYRIGHT
All title and intellectual property rights to the SOFTWARE PRODUCT
(including but not limited to any images, photographs, animations, video,
audio, music, text, and 'applets' incorporated into the SOFTWARE
PRODUCT), the accompanying printed materials, and any copies of the
SOFTWARE PRODUCT are owned by Steven Baxter. All title and intellectual
property rights in and to the content which may be accessed through use of
the SOFTWARE PRODUCT is the property of the respective content owner
and may be protected by applicable copyright or other intellectual property
laws and treaties. This license grants you no rights to use such content. All
rights expressively granted are reserved by Steven Baxter.
5. DUAL-MEDIA SOFTWARE
You may receive the SOFTWARE PRODUCT in more than one medium.
Regardless of the type or size of medium you receive, you may use only one
medium that is appropriate for your single computer. You may not use or
install the other medium on another computer. You may not loan, rent, lease
or otherwise transfer the other medium to another user.
6. BACKUP COPY
After installation of one copy of the SOFTWARE PRODUCT pursuant to this
license you may keep the original media on which Steven Baxter provided the
SOFTWARE PRODUCT on solely for backup or archival purposes. If the
original media is required to use the SOFTWARE PRODUCT on the
COMPUTER, you may make one copy of the SOFTWARE PRODUCT solely
for backup or archival purposes. Except as expressly provided in this license,
you may not otherwise make copies of the SOFTWARE PRODUCT or the
printed materials accompanying the SOFTWARE PRODUCT. You may keep
a single archival copy of the original media on a network device or server
solely for software distribution purposes within your organisation. This
software distribution is limited by a network license agreement.
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7. MISCELLANEOUS
All updates or add-ons are covered either by this license agreement or one
that accompanies the item. Any separate Licence’s must be agreed with
before using the SOFTWARE PRODUCT with the updates or add-ons.
Licenses are granted on the basis of the original license request using the
data provided. Licenses granted to ‘Personal Users’ are not permitted to be
used in organization/corporate environments. Use of a personal license in this
way is deemed as a breach of license and will be dealt with appropriately. If
circumstances change (such as a change of company name) you are required
to notify Steven Baxter within 21 days of such a change taking place else your
license will be deemed as void. Electronic mechanisms are built into the
SOFTWARE PRODUCT to ensure licensing is correct.
Data provided with the SOFTWARE PRODUCT remains the property of
Steven Baxter unless otherwise indicated. This data must not be transferred,
copied or otherwise reproduced without express written permission from
Steven Baxter.
The SOFTWARE PRODUCT is licensed as a whole unit. Therefore,
separation of any part of the SOFTWARE PRODUCT shall be deemed as
copyright infringement. You may not use any aspect of the SOFTWARE
PRODUCT with another product not created or expressly permitted by Steven
Baxter. By doing so, this will be deemed as copyright infringement and treated
accordingly.
Steven Baxter does not guarantee this software to be free of defect in any
way. As such, Steven Baxter shall not be liable for any loss, damage or other
issue incurred as a result of using the SOFTWARE PRODUCT. This
SOFTWARE PRODUCT uses call calculations for costing purposes that may
contain errors. Steven Baxter shall not be liable for any loss of earnings or
other charges incurred as a result of using these costings. Use of these
costings for charging/invoice purposes are at the risk of the user.
If you have any questions or comments on this license agreement or wish to
contact Steven Baxter then please email: admin@stevenbaxter.co.uk
Any activation codes are licensed to you as a single user for the fee set out on
the SOFTWARE PRODUCT website. Usage of the SOFTWARE PRODUCT
in a network environment is allowed as long as each Computer has its own
license. RUNNING UNLICENSED SOFTWARE IS A CRIME AND YOU CAN
BE PROSECUTED FOR IT TO THE MAXIMUM EXTENT BY THE LAW.
All Third party installers (such as Microsoft's .Net Framework) are owned by
their respective copyright holders. By including them, Steven Baxter does not
in any way; show a connection with any of these parties unless expressly
written. The installation and use of these additional components are subject to
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the End User License Agreement that is included in the installation or on the
appropriate vendor’s website. If you do not accept the agreements of any third
party components, you will be unable to continue the installation of the
SOFTWARE PRODUCT due to its dependency on them.
This EULA is subject to change without prior notice by Steven Baxter.
However where possible, Steven Baxter will make it clear the changes made
to the agreement as well as providing the updated version for viewing and
acceptance. Any revised versions supersede this EULA and not accepting a
revised EULA is the same as not accepting this EULA and shall be treated as
such.
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Chapter 1 : Introduction
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Thank you for choosing SMDR+ for you call logging, accounting and analysis
needs. This guide aims to assist you in installing, configuring and using the
SMDR+ system onto your network.
SMDR+ is ideal for individuals, small businesses and other organizations that
require low-cost call logging software due to its simple, yet powerful interface.
It boasts a number of Preset reports as well as the ability to create custom
reports to suit your requirements.
Some Key Features of SMDR+:
Low system overheads
Works with your current MySQL or MS SQL database system
Detailed user account security
Easily create custom reports
Export data to a variety of external applications
LAN capable reporting tool
Multiple site support (up to 999!)
Flexible PBX support
Scheduled reports to file or email
Per Minute or Per Second billing in reports
Collection from PBX, database or CSV file
Please ensure you read all sections carefully, taking note of any warning or
information signs given throughout the guide. This guide assume that the
installation will take place on a machine that has not had SMDR+ previously
installed as well as having access to the telephone system (PBX) being
monitored.
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Chapter 2 : Installation
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This guide assume that you have knowledge of installing software,
changing registry settings, changing telephone system settings and
some advanced Microsoft Windows® commands. If you do not feel
comfortable completing any of these tasks, please seek the assistance
of an IT Professional or other qualified computer/telecoms engineer.
To begin installing SMDR+, you will require a computer or server that meets
(or exceeds) the specification set out below:
2Ghz Intel Pentium™ Processor
1GB RAM
150MB Hard Disk Space
100MB/S TCP/IP Network Card
Microsoft Windows® XP Professional Service Pack 3
MySQL Server 5.1.x
OR
Microsoft SQL Server 2005 Service Pack 2
We recommend a system of the following specification for most purposes:
3Ghz Intel Pentium™ Processor
2GB RAM
1GB Hard Disk Space
100MB/S TCP/IP Network Card
Microsoft Windows® Server 2003 Service Pack 2
MySQL Server 5.1.16
The specification quoted is for a small installation. Depending on the number
of extensions being recorded, and the length at which you will be archiving
data, you may require more HDD space. Please also note that hard disk
space for custom reports, backups and archives are not included in the
specifications.
The computer you choose to install SMDR+ onto must be on and
available at all times to allow collection of SMDR traffic. Failure to have
the computer on with network connectivity may result in lost call data!
We do not recommend installing the SMDR+ Suite onto a computer already
running intensive database software (such as a web server or other back-end
system) You are able to install SMDR+ onto a standard workstation, however
please be aware that due to the way some software works your computer may
‘freeze’ for short periods of time. If the other software causes your computer to
do this you may lose call data.
You will require Administrative privileges over the system you are installing
onto. If you do not have this, please contact your computer support team or
network administrator. You will also require a username/password with
privileges to add a database to your MySQL or MSSQL server.
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Once you have located the computer you wish to use, you can then begin
installation of the SMDR+ Suite. To begin installing, run
SMDR+_Suite_Setup.exe from either your electronic download or the
Installation CD, you will then be presented with a window similar to the one
below:
Click Next to begin the installation. You will then be asked to accept the
license agreement (EULA). Please read this carefully.
IMPORTANT! – If you do not accept the agreement, you will be unable to
continue with the installation of SMDR+. In this case, please return the
software to your reseller or delete your electronic download.
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Once you have read the EULA, click Accept and click Next.
Next you will be asked to select a place to install SMDR+ to. Make sure that
the drive you are installing onto has enough free space for both the
installation and data collection. Once you are happy with your selection, click
Next.
You will then be given the opportunity to create additional icons. These are in
addition to the icons created by default in the Start Menu. Both of these
selections affect only the Reports Tool.
Once you have made you selections, click Next.
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Click Install to begin the installation. Whilst the installer is copying files and
configuring your system you may see various windows appearing and
disappearing on-screen.
Please Do Not Interrupt This Process Until It Is Complete!
Once all the files required have been copied to your machine, you will then
see the database setup wizard:
Click next to begin setup. You will then be asked which database server you
wish to use for SMDR+. Make your selection and click next:
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Next, you need to select if the database is hosted locally or on a different
server on your network. For either option, enter a username and password
that has access to create databases, insert data and grant privileges. Once
you have done this click next:
Now you will be asked to select the type of connection that SMDR+ will use to
communicate with your telephone system. Please ensure you enter the
connection details carefully and click next:
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Next you need to select the model of telephone system being used. If your
model is not listed, select ‘Custom Mapping’. Click next:
Finally the installer will ask which user account you wish to use when SMDR+
is running to connect to your SQL server. By default, the installer is set to
create a new user account and grant it access to the SMDR+ database. If you
already have a user account you wish to use, select the appropriate option
and enter the details required. When you are done, click next:
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The installer should now have enough information to complete its task. Click
next:
The installer will now create the database and populate it with data so it is
ready to be used, this can take over 20 minutes to complete. Once it has
finished, you will see a completion message on-screen. Click finish to close
the installer.
Once the overall installation is complete you will be prompted to reboot, close
any open programs and reboot your machine. Remember to remove the
SMDR+ CD from your computer if you have one.
After the computer has rebooted SMDR+ will be ready for use. The Collector
service will have started as the computer rebooted and will be collecting data.
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You have now successfully installed the SMDR+ software. Finally you will
need to make a change(s) on your telephone system. Depending on how your
system was installed will depend if these options have already been enabled.
Below is a screenshot of what the SMDR settings need to be set like on a
Mitel Networks 3300MX ICP running 7.1 software:
IMPORTANT! – If you have set Mitel 3300ICP as your phone system
model earlier in the installer, you must change your SMDR settings to
match those above. Failure to do so will leave the system without call
data to report on. If you wish to use your current SMDR settings please
use the Custom Mapping feature explained later in this guide.
Depending on your model of system, you may or may not have these options
available. The example above shows our Mitel Networks 3300MX ICP SMDR
settings (your Mitel model will be either on the front bezel or written on the
bottom of the chassis)
There are a number of reference guides on the SMDR+ website to show
which SMDR settings work well. Please visit the website to find out more.
If you are unsure of your SMDR settings or if you are not comfortable
changing them, please consult your telephone system installer or support
service.
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Chapter 3 : Configuring SMDR+
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SMDR+ only requires a minimal amount of configuration after it has been
installed, this configuration is done through the Reports tool. You can launch
this tool from the Start Menu or by the desktop shortcut (If you selected to
create one)
Manual Configuration
If this is the first time you have used SMDR+, you will be prompted to activate.
If you have not yet received your activation codes, please contact support
using the email address provided on-screen with the details required. Please
ensure you send all of these details to avoid a delay in issuing your license.
Once you have activated SMDR+, you can then begin configuring it for use.
Launch the Reports tool from the Start Menu or the desktop shortcut. You will
then be asked to login. The default username and password are:
administrator
After logging in you will be presented with a screen similar to the one below:
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Before you begin running reports for the first time, there are a few items that
need to be configured for your site. Click on Options, you will be presented
with the screen below:
Click the Configure Sites button.
You should fill in all the boxes in Site 1 (the box marked VM is for the
extension number users dial to get voicemail, Mapping is the Processor
template you wish to use) Once you have done this, click Save and Exit.
To get information regarding the other settings on this window, please read
Chapter 6 : Report Settings.
Next you will need to provide a logo file to replace the generic logo found on
the reports. Copy a JPEG formatted image to the following location:
<path to SMDR+>\Reports\Company Docs\Logo.jpg.
(Typically C:\Program Files\SMDR+\Reports\Company Docs\Logo.jpg)
Once you have done this you are now able to generate reports. Please be
aware that you will not have any data in the system to report on until new data
has been collected and processed (typically 24 hours after installation,
depending on system usage)
Configuration Using Microsoft Windows Group Policy
As well as being manually configured, the Reports tool supports configuration
via Microsoft Windows Group Policy using an ADM file. Below details the
steps required to setup Group Policy for SMDR+:
This section requires access to a Microsoft Windows Domain Controller.
Please contact your IT Support Team if you do not have access to this.
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Begin by creating a blank policy via the Group Policy Management tool. Once
you have created your policy, open it to begin editing. You should be left with
a screen similar to this:
Right click on ‘Administrative Templates’ under the Computer Configuration
node. Next click on ‘Add/Remove Templates’, giving you the screen below:
Click Add and browse to the SMDR+_Reports.adm file located where you
installed SMDR+ Reports (typically C:\Program Files\SMDR+\Reports\ADM\)
Once you have added the file, click Close leaving you with the screen below:
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Due to the way Windows Group Policy is designed, the SMDR+ options will
not show by default. To fix this, click View then Filtering. Once the screen has
loaded, ensure that both boxes at the bottom of the screen are unchecked
and click OK. After a moment, you should now see the options available:
The policy is now ready to be deployed once you customisations are
complete.
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Chapter 4 : Collecting Data
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During the SMDR+ Suite installation, the Collector service will have been
installed and configured to start when the computer is powered up. You can
locate this service by using the Microsoft Windows® Services Applet available
in Control Panel, denoted by the name ‘SMDRCollect’. The Collector service
does not require any additional setup nor does it have any user customizable
options. You may also see the executable name (SMDR_CS.exe) in the
Windows Task Manager. It is important you do not forcibly close the Collector
service using Task Manager, doing so could result in loss of call data
Processing Data
Along with the Collector service, the Processor service will have been
scheduled to run at 00:01am on your computer. This service converts the raw
collected data into a format that can be read by the reporting tool.
You can change the time at which the Processor service runs by configuring it
using the Windows Scheduled Tasks Applet. You should only change the
TIME at which the Processor is run, do NOT change any other settings!
Please be aware that whilst the Processor is running, the Collector service will
be stopped. It is advisable that the Processor be set to run at a ‘quiet’ period
of the day so as not to lose any data.
Also at 00:30am the Importer Service runs. This processes any CSV files that
have been collected in the Inbox folder. When the Importer Service runs, the
Collector Service is not stopped so this can be scheduled for whichever time
suits the needs of your business.
Collection
You must ensure that the computer you are using to collect the call data is on
and connected to the telephone system being monitored.
It is advisable that you disable any ‘power saving’ features in your Operating
System as well as in your computers BIOS.
ANY interruptions, either to the SMDR+ software, host computer, telephone
system or connecting network will result in loss of call data. Please consider
this in any maintenance plans or other work that could interrupt these
systems.
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Chapter 5 : Running Reports
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Reports are available using the Reports tool. This tool also serves as the main
configuration utility for SMDR+.
There are a number of Preset (or Standard) reports available by default. To
run one of these reports, select Preset Reports from the main menu. You will
then see a screen similar to the one below:
The box on the left of the screen lists all preset reports available to you. For
example, we will generate a report showing all external calls by extension
6170 (Please note: this example is generated against our call data. If you do
not have any call data for extension 6170 then this report will fail for you)
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To do this, select ‘External Calls By Extension’ in the left hand box. Next in the
box marked Extension number, enter 6170. You should now have a screen
that looks like this:
Click Run Report
The Reports tool will then query all your current call data and produce a report
on screen. This may take several minutes depending on the amount of call
data collected and options selected. During this time you will see progress of
the report being compiled. Once it is complete, you should see a screen
similar to the one below:
You can then review the report on-screen or alternatively, send it to a printer.
Depending on the report you select, you may see different data and in some
cases, a different layout. The above is just a guide to what you can expect to
see on a preset report.
The example shown above has been altered to obscure our call data; you
reports will not have black boxes over reported data.
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The Reports tool allows you to display the call data returned in a number of
formats. These are either on-screen, direct to printer or output to an external
application.
The Reports tool currently supports the following external applications:
•
•
•
•
•
•
•
•
•
Microsoft Office 2000 Excel
Microsoft Office 2003 Excel
Microsoft Office 2007 Excel
Microsoft Office 2010 Excel
Microsoft Windows Notepad
Microsoft Windows WordPad
Comment V3
OpenOffice.org 2.0 Calc
OpenOffice.org 3.0 Calc
This list may expand if updates are applied. The data is passed to these
applications in Comma Separated Value format (or CSV). Some of these
external applications require you to run through a small import task to
correctly format the data in the application.
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Chapter 6 : Report Settings
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The Reports Tool contains a variety of settings that allow you to customise
SMDR+ to fit your individual needs. This section will give you an overview of
each settings meaning:
Site Data
This section controls email settings as well as access to site-specific data:
SMTP Server – IP address or DNS name of your SMTP server.
SMTP Port – Port number of your SMTP server (usually 25)
SMTP Server Requires Authentication – Tick this if your SMTP server
requires a username and password.
SMTP User – Username to access your SMTP server.
SMTP Pass – Password for the above user account.
SMTP Requires SSL – Tick this if your SMTP server requires SSL.
Server Email – Email address of the computer running SMDR+, this can be a
generic email address.
Test Attach – Clicking this button will send a test email to the Site 1 email
address with an attachment.
Test Email – Clicking this button will send a test email to the Site 1 email
address.
Configure Sites – Clicking this button allows you to edit site data.
Proxy Server – IP address or DNS name of your proxy server.
Proxy Port – Port number of your proxy server.
Set Collector To Listen – Enables the listener on the Collector service.
Listen Port – Port number to listen on.
Serial Settings – These control how collection over a serial (Comm) port is
enabled.
Open/Closed Times – These are your business hours, used in reports.
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User Accounts
This section controls user access to SMDR+. This includes group
membership and user permissions:
Left Side – Users
Add – Create a user account.
Edit – Change settings for the selected user account.
Delete – Deletes the selected user account.
Add or Edit presents you with a number of options, these include:
Username – Enter a username that this account will use. This must be
unique. (This cannot be changed when editing)
Password – Enter a password for the account.
Email – Enter an email address for this account.
Group or Individual Permissions – You can either assign the user to a
group or manually set their permissions. If you assign them to a group, the
group permissions will override any permissions manually set for the account.
Right Side – Groups
Add – Create a group.
Edit – Change settings for the selected group.
Delete – Delete the selected group (This will reset group members back to
their individual permissions)
Add or Edit presents you with a number of options, these include:
Group Name – Enter a unique name for the group. (Cannot be changed when
editing)
Group Access – Assign this group permissions.
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Extensions
This section controls mapping of internal extensions to names for use in
reports:
Get From Data – The Reports Tool will scan through any processed call data
to identify extension numbers in use.
Add – Add an extension.
Edit – Edit selected extension.
Delete – Delete selected extension.
Add or Edit presents you with the options of:
Name – Enter a name to associate with the extension number.
Extension – Enter a unique extension number to name.
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Groups
This section allows the creation of extension groups (a collection of extension
numbers brought together because of a common theme. E.g. they are all
receptionist extensions):
Add Group – Allows the creation of a new extension group.
Add Member – Adds an extension to the selected group.
Delete Group – Deletes the selected group (If there are members of this
group they will be removed)
Delete Member – Deletes the selected extension from the group.
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Folders
This section controls where the Reports Tool stores and uses information
from. Changes made here only affect the local Reports Tool:
Custom Reports – This is the location of any custom reports that are created.
By default, this is the same place standard reports are stored.
Company Docs – This is the location of your company logo and other
company data used by SMDR+.
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Address Book
This section controls the address book. The address book allows the Reports
Tool to map dialled numbers to defined names. You can, for example, add an
entry for your main site’s switchboard number so that a report easily shows
how many people have dialled the company switchboard:
Add Number – Create a new address book entry.
Edit Number – Edit selected entry.
Delete Number – Delete selected entry.
Import CSV – Import address book from a CSV (Comma Separated Values)
file. An example of this file can be found in the SMDR+ Program Files folder.
You can click each column heading to sort by that column.
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System
This section controls how the Processor Service and back-end database is
used. Changes in this section could damage you SMDR+ installation and/or
call data so please take note of any warnings messages:
Include ‘Lost’ Calls In Call Records – This option will allow the Processor
Service to include any call records that do not have a duration or number of
rings. This only takes affect on the next set of call data processed. This option
can make a significant impact on database size!
Use New Style Reports – Produces reports in the new visual style. This does
not affect reports sent to external applications.
Providers – This gives two options: Area Codes and Provider Names. These
options affect how a number is represented in a report. If you select Area
Codes, the report will include a column that shows which area or mobile
carrier the number belongs to. If you select Provider Names then the report
will match the carrier name to each number. Please note that Provider Names
causes a slight performance hit when generating reports.
Show Area Code in report – This adds the Area Code set for the site onto
any local calls that have not been recorded with an area code in reports.
Edit Custom Mappings – This allows the mapping of each SMDR+ data field
to the SMDR output from the PBX. This is also used to access the Importer
Service settings.
Language – This sets the language that SMDR+ is displayed in.
Currency – This sets the currency symbol used in the reports.
Debug Logging – This option sets SMDR+ to log all processes as they run.
This option should only be enabled if someone from support requests it.
Edit Call Costings – This allows the import or entry of costings for calls.
Auto Backup – This allows SMDR+ to backup the database nightly.
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Compute Costs – This computes call costings for later use in reports.
Serial Commands – This is used to interpret commands sent over a
serial/comm connection (for example, login, password, etc) Enter one value
per line, with expected value and send value separated by a comma.
IP Commands – This is used to interpret commands sent over IP connection
(for example, login, password, etc) Enter one value per line, with expected
value and send value separated by a comma.
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Reports
This section allows the customisation of the new visual style report as well as
report schedules:
Titlebar Colour – This gives the option of changing the colour of the titlebar
(pictured here in blue)
Table Header Colour – This changes the colour of the table header (Pictured
here in red)
Table Divide Colour – This changes the colour of the dividing lines (Pictured
here in yellow)
Total Bar Colour – This changes the colour of the total bar (Pictured here in
green)
Restore Defaults – This resets any changes made back to the standard
colours.
Scheduled Reports – This allows the ability to create, edit and delete
scheduled reports.
Cover/Backing – This changes any cover or backing pages you wish to add
to a report.
Text Alignment – This changes the way text is aligned on reports.
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Below are explanations of screens seen when you select either of the
following buttons:
• Edit Custom Mappings
• Edit Call Costings
• Scheduled Reports
Configure Sites
This section controls the multiple site support as well as how company data is
shown on reports:
Add Site/Edit Site – Clicking these buttons gives a screen where the
following information can be entered:
Site Name – Enter a name for your site (e.g. Company Name – Factory 1)
Email – Enter an email address of the telephone administrator.
Address – Enter the full site address in these boxes.
Postcode – Enter this sites’ postcode.
VM – Enter the number dialled to check voicemail (e.g. 699)
Area Code – Enter your sites area code (e.g. 01553)
Switch IP – Enter the IP address of the sites PBX.
Switch Port – Enter the SMDR port number for the PBX.
Mapping – Select which processing mapping shall be used.
3PT System – If you are collecting data from an external database, select it
here (used for asterisk systems)
3PT Username – Enter the username for connecting to the 3PT System.
3PT Password – Enter the password for connecting to the 3PT System.
3PT Database – Enter the name of the database on the 3PT System.
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Edit Custom Mappings
Custom mappings allow a telephone system not natively supported by
SMDR+ to be used. The mapping refers to how SMDR+ reads the SMDR data
stream from your telephone system. When you select this option, you will see
the following screen:
To create a new mapping, select <Create New> from the list at the top of the
screen and click Select.
Once you have done this, enter a name for this mapping (i.e. My PBX Make
1.2) then select a site number from the drop-down list on the right hand side
and click Get Data. After a few seconds a line of SMDR data will be placed in
the preview box.
To map each value click its corresponding name which will change the red
button to yellow, then highlight the section of the preview that matches this
value. Finally click Map To Field.
If the button changes back to red when you click Map To Field, then the length
of data you have selected is too long. Below is a table showing the lengths
and data types that each field will accept:
Field Name
Date
Time
Duration
Extension
Number of Rings
Original Number
Destination Number
Dialled Number
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Data Type
String
String
String
String
String
String
String
String
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Data Length
45
45
45
4
45
45
45
45
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Internal
Error
Supervision
Speedcall
Forward
Trunk
Account
Integer
Integer
Integer
Integer
Integer
String
String
1
1
1
1
1
10
5
Once you have done all the values you wish to, click Save Mapping.
Clicking the Importer button displays the settings for the Importer Service.
This service processes CSV files stored in the Inbox folder and imports the
data into the SMDR+ database.
In the boxes provided, enter the number for each section of the CSV file. For
example, if the following is a string of data in the CSV file:
01/02/2011,09:32,00:02:54,1234,000,012345678910
Then for Date you would enter 1, Time 2, etc
Once you have entered your values, click Save Settings at the bottom.
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Edit Call Costings
This screen allows you to import or manually enter costings for certain types
of call. When you click this button you will see the following screen:
The easiest way to populate call costings is to import a costings file. SMDR+
ships with an example file for British Telecom Business costings, to import this
file click Populate From File. Next navigate to where you installed SMDR+
(typically C:\Program Files\SMDR+), then open Reports and then Costings.
Select the BT_Business file and click Open.
After a short while the screen will populate with call costing data. To save this
data, click Save Costings.
At the top of this screen you can switch between per second and per minute
billing, depending on which you wish to view on your reports.
Standard Cost is the amount a ‘normal’ call would cost. This value is used if
no other call costing patterns have been matched.
To edit a costing already entered, double click on it’s line. Changes will be
saved when you click Save Costings.
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Scheduled Reports
SMDR+ has the ability to run reports at a scheduled time and export the
results to a location of your choice. The following is the screen you will see
when clicking the Scheduled Reports button:
To create a new scheduled report, click Create New. In the box provided
enter a name for this scheduled report.
Next, select a report from the list provided (please note only Preset Reports
are shown) then enter a location for the results to be exported to (do not worry
about entering a unique name for the report, reports are saved with the date
as the filename)
If you select Email as a destination, a CSV version of the report will be sent to
the email address entered for Site 1. For email to be successful you must
ensure you have entered your email server details on the Options window.
The final step is to select the frequency of the report (hourly, daily, weekly or
monthly) and the appropriate number. Once you have done all this, click Save
Schedule.
To delete a scheduled report, select it from the list of current tasks and click
Delete Selected.
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Options that could negatively affect reporting performance are indicated with a
yellow warning triangle ( ) When selecting one of these options, a brief
description of how it may affect performance is given. Please ensure you read
these messages carefully!
Some of these options may not be available to you depending on the
permissions allocated to your user account. If you require access to a
particular option, please see the person who setup SMDR+ for you.
The majority of the options available apply to all installations of SMDR+ at
your site. Please take this into account when editing settings as these may
affect other users of the software.
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Chapter 7 : Monitoring
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Included with the SMDR+ suite is the Monitor tool. This tool allows a user to
monitor current statistics for your telephone system. To start the Monitor tool,
select the shortcut in the Start Menu. You will then see the following screen:
As well as the screen above, you will also see an icon in the system tray at
the bottom right corner of your screen:
Once launched the Monitor tool can be viewed by double clicking on the icon
in the system tray. If you wish to close the Monitor tool, right click its icon and
select Exit.
The Monitor tool refreshes the statistics shown on screen every 1 minute. If
you wish to lengthen this refresh, select either 5 or 10 minutes using the
options at the bottom of the bar.
For the Monitor tool to be effective, you will need to change the time interval
that the Processor runs at. You can change this in Scheduled Tasks in the
Windows Start Menu.
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Chapter 8 : Updating
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Updates to SMDR+ are a manual process due to the role that SMDR+
performs. It is always advisable to perform updates out of business hours
where possible so you do not lose call data.
The SMDR+ Reports tool has a built-in update checker which runs every time
you run the software. Below is a screenshot showing an up-to-date
installation:
The update check line can show two different states: Up-to-date and Update
available:
If there is a newer version of SMDR+ available, you can click the link and be
taken to the SMDR+ website to download it. Further information regarding
installing each update is available in the download.
Please be aware that this feature only works if you have access to the Internet
from the computer(s) you use SMDR+ on. If you use a Proxy server to
connect to the Internet please make sure it is set in Options.
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Chapter 9 : Troubleshooting
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We hope your use of SMDR+ is an enjoyable and trouble-free experience for
you. On the rare occasion you encounter a problem, this section will show you
how to get help.
We have setup a forum for you to discuss any problems or issues (or even
feature requests) that you may have for SMDR+. To access the forum, go to:
http://baccynet.freeforums.org
Or follow the link from the SMDR+ website at:
www.stevenbaxter.co.uk or www.stevenbaxter.com or www.stevenbaxter.net
Please remember that we do not provide phone system specific support. If
you would like to help us to include a new model/make of telephone system to
SMDR+ please feel free to contact us via the forum.
Unfortunately we are only able to reply to support messages sent in English.
We recommend that you check back often to the SMDR+ website for updates
and patches that may be released. Most common problems can be fixed by
updating to the latest version. Alternatively you can subscribe to the RSS feed
for SMDR+ on our website.
When reporting problems, please ensure you include the following pieces of
information:
SMDR+ Version installed
Microsoft Windows® Version and Service Pack if applicable
Telephone System Make, Model and Software Release
MySQL Server version or MS SQL Server version
Detailed explanation of the issue you are experiencing, possibly with
screenshots if required
Contact information (if not on the forum)
Missing out any of the above information will delay the response to your issue.
Please ensure you have included everything you can.
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Chapter 10 : Contact Us
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We can be contacted via the following methods:
Email
You can email us regarding SMDR+ on admin@stevenbaxter.co.uk
Please note: this address is NOT FOR SUPPORT QUERIES! Please read the
preceding section for contacting support.
Forum
We are the registered user ‘BaccyNet’ which can accept a Private Message
from a fellow registered user. Alternatively you can create a thread in the
‘General’ section on the forum.
If contacting us regarding a billing or account issue, you will need to provide
us with your Registered User and License Key. For convenience, we advise
you write these in the space provided below:
Registered User:__________________________________________
License Key:_____________________________________________
Please do not add these to any post on our forums, doing so will void your
license! We will only ask you to email your license details to our address if it is
required to process your query.
Thank you for choosing SMDR+ for you call logging needs!
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This document is copyright © Steven Baxter 2007 - 2014. Reproduction of this
document as a whole or in part is subject to written approval by Steven
Baxter. All trademarks used in this document are copyright to their respective
owners. Re-distribution of this document in any format is prohibited.
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