Configuration Manual
ShoreTel
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Table of Contents
Chronicall Setup......................................................................................................................................3
Configuring Call Recording through ShoreWare Director.......................................................................9
Chronicall System Settings....................................................................................................................11
Overview............................................................................................................................................11
Basic Settings....................................................................................................................................12
Advanced Settings............................................................................................................................14
ShoreTel............................................................................................................................................15
Module Settings.................................................................................................................................16
Agent Realtime Seat.....................................................................................................................16
Recording Library..........................................................................................................................17
Standard Reports..........................................................................................................................18
Custom Reports............................................................................................................................18
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Chronicall Setup
On the Welcome page, select Next to get started.
On the End-User License Agreement (EULA) page,
select I accept the agreement, then Next.
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On the Installation Folder page, indicate the directory where you
would like to install Chronicall. Most users will not need to change
this setting. Select Next.
On the Register Chronicall page, type or copy and paste
the serial key that was provided to you by Xima Software.
Once you have entered the key correctly, select Next.
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On the ShoreTel Info page, select the type of server you are installing
Chronicall on. Select Next.
On the PostgreSQL page, you have the option to specify which port,
username, and password that the Chronicall Database will use.
Most users will not need to change these settings. Select Next.
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On the Chronicall Webserver page, you can specify a web server
port. Most users will not need to change this setting. Select Next.
Chronicall is now ready to install. Select Install to proceed.
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The Installation Progress page will appear.
You will be required to install WinPcap during the installation process.
Follow the given instructions, accepting all default options.
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Once you have successfully installed Chronicall, you will arrive at
the Congratulations page. To access Chronicall, type the given web
address into any web browser and enter the default user name and
password when prompted. You may want to write this information
down for future reference. You will also find a shortcut
on your desktop.
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Configuring Call Recording through ShoreWare Director
Configuring call recording on ShoreTel systems requires setting up a new route point with the ShoreWare Director
software, then selecting the agents to record inside of Chronicall.
First, open ShoreWare Director and select Call Control, then Route Points in the list to the left. This will open a list of
your current route points. Create a new route point.
In the Extension field, enter an extension for the route point. This can be any free extension, and will need to be
referenced later within Chronicall.
In the Route Point Server drop-down list, choose Headquarters or the name of the application server where
Chronicall is installed.
In the Call Stack Depth field, enter the number of calls you would like to be able to record simultaneously. Please
note that there are 250 audio resources that are shared between all auto attendants, voicemail boxes, and route
points, including this one. If the system attempts to use more than 250 total resources at once, your voicemail
system or auto attendants might be affected.
In the Call Forwarding options list, select Never.
Save the route point, then open Chronicall and navigate to the system settings. Expand the Recording Library
section.
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In the Recording Route Point field, enter the extension you chose for the route point earlier.
To choose which agents to record, click the box to the right of the Extensions to Record field. In the Select Users
window, check the boxes of the agents you would like to record, then press OK.
When you are finished, save your changes. Calls will now be recorded for the agents you selected and can be
listened to from Cradle to Grave.
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Chronicall System Settings
Overview
From the Chronicall Homepage, click on System Settings to open the System Settings tab. All installations of
Chronicall will include sections for Basic Settings, Advanced Settings, and Standard Reports. Custom Reports,
Recording Library, and Agent Realtime Seat will appear based on the module licenses you have purchased.
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Basic Settings
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Chronicall Path – The directory where Chronicall is installed.
Database Port – The local TCP port the PostgreSQL database will use.
Desktop Emergency Notification – Open this dialogue to choose which users to notify when anyone in the
phone system dials an emergency number, as defined in the Emergency Numbers option below. The
selected users must be logged in to Chronicall Desktop in order to receive these notifications.
Emergency Numbers – Allows you to specify phone numbers that, when dialed, will send emergency alerts
to the users specified in Desktop Emergency Notification. Be sure to include all possible variations of these
numbers--for instance, include both "911" and "9911" if you are required to dial "9" in order to place an
outbound call.
Notify for Minor Updates – This option allows you to be notified when a minor Chronicall update is available
on the Xima Software website. "Update Available" will be displayed next to the version number in the
System Status window on the Chronicall Homepage, and you can click on this text to navigate to the
downloads page.
Past PBX Groups – Allows you to see past groups that are no longer defined in your phone system and
include them in historical data.
Past PBX Users – Allows you to see past users that are no longer defined in your phone system and include
them in historical data.
Proxy Address – Proxy server where outbound connections are sent.
Proxy Port – Port number used by the Proxy server.
Proxy Username – Some Proxy servers have user authentication enabled. Enter the username here.
Proxy Password – Password for the Proxy server.
Realtime Port – If Realtime is installed, separate TCP connections are made by web clients using this port.
Report Email Address – Email address to send scheduled reports and recordings to.
SMTP Encryption – Some mail servers use additional encryption. Choose SSL or TLS depending on your
SMTP Host configuration.
SMTP Host – Specify a third-party email server in this field.
SMTP Port – The TCP port used by the SMTP Host. The default is 25 for servers that do not use SSL
security.
SMTP Username – Your SMTP username.
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SMTP Password – Your SMTP password.
Serial Key – The serial key currently used by Chronicall. Click the button next to it to unregister your serial
key.
Webserver Port – The TCP port web clients will connect to. The default is 9080.
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Advanced Settings
Chronicall stores call data in a lightweight PostgreSQL database. The following database options allow you to use
one or more PostgreSQL databases installed on different servers instead of the default database that comes
installed with Chronicall. Other types of databases are not supported. None of the Database options should be
changed if you are using the default database.
• Database Host – The IP address or computer name of the server running the database service.
• Database Service Name – The name of the Windows or Linux process that identifies the database service.
This can be changed so you can have more than one instance of PostgreSQL running at a time.
• Database User – The username for the database connection.
• Database Password – The password for the database connection.
• Debug Output – When enabled, Chronicall will add extra debug output to the log files. This should only be
turned on during troubleshooting.
• Demo Mode – In demo mode, you can load and use example data for presentations and training. Chronicall
will not record actual data while in demo mode.
• Legacy Reports – Enables the use of the legacy reporting system alongside the new reporting system.
• Output SQL – Tells Chronicall to record each SQL query to the log files.
• Trial Mode – Allows you to toggle Trial mode. Without a full license, trial installations of Chronicall expire in
two weeks.
• Verbose Debug Output – Adds additional information to debug reports. This option is useful for advanced
troubleshooting.
• Web Server Connector Port – Internal port number used by the web server. The default value should not
interfere with One-X Portal and other Tomcat web servers.
• Web Server Redirect Port – Internal port number used by the web server. The default value should not
interfere with One-X Portal and other Tomcat web servers.
• Web Server Shutdown Port – Internal port number used by the web server. The default value should not
interfere with One-X Portal and other Tomcat web servers.
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ShoreTel
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Site Name – A descriptive name for the site.
IP Address of HQ Server – The IP address of the network adapter used to communicate with the ShoreGear
network. If you have 2 network cards in your HQ server, this setting will help Chronicall distinguish between
them.
Route Point Configuration – If you have another 3rd-party solution that uses route points for recording or
other uses, you may need to specify those route points in this option in order to exclude them from
Chronicall's call logging.
Poll Info – Set to True in order to poll group login/logout status and Call Handling Mode status from the
database. This only applies if you have Realtime licenses.
Licensed Users – Each logging license covers up to 100 users/extensions. Select these extensions with this
option.
Minimum Dialing to Keep – The minimum length in seconds that a Dialing event needs to be in order to be
logged in the database. Dialing events where a user begins dialing a number but hangs up quickly will be
ignored in the database if they are shorter than this minimum duration.
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Module Settings
Agent Realtime Seat
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Enabled Agents – Allows you to choose the agents you would like to capture Realtime data about. You can
choose as many agents as you have Realtime agent seat licenses.
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Recording Library
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Recording Route Point – The extension of the route point you created in order to enable call recording.
Extensions to Record – Open this dialogue to choose which users/extensions you would like to record.
Recording IP Address – Should always be set to 127.0.0.1, since Recording Library runs on the same server
as Chronicall.
Recording Port – The port that the Recording Library is running on.
ShoreTel System ID – A unique identifier for each ShoreTel system on your network.
Recording Polling Interval – The rate at which Recording Library searches for new recordings that are ready
to be compressed.
Recording Directory – The location where recordings are stored until they are compressed and moved to the
permanent recording library directory.
Clean Recording Directory – Set to True in order to delete original recordings after they are compressed. Set
to False to leave a copy behind.
Chronicall Server Address – If Chronicall and Recording Library are installed on different servers, you will
need to specify the IP address where Recording Library can locate Chronicall.
Chronicall Server Port – The port used by the Chronicall server. In most cases, this will be 9080.
Max Encoding Threads – The maximum number of threads to use for encoding .wav files into .spx files.
Recording Files Storage – Allows you to encrypt your recordings to prevent anyone from listening to them
outside of Chronicall. You can encrypt or unencrypt all of your recordings with the Store All Encrypted and
Store All Unencrypted options.
Storage Location Override – Allows you to specify a new location to save recordings. This can be a local or
remote location.
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Standard Reports
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Paper Size – Choose the size of paper you would like to use for your reports. This affects the way reports
are displayed, as well as printed.
First Day of Week – Set Sunday or Monday to be the first day of the week as it appears on reports.
Timestamp Format – Choose the time format you would like to use for your reports.
Custom Reports
Non-configurable area. Simply indicates the existence of the Custom Reports license.
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