Post-Setup Assistant Configuration and Testing

After IC Setup Assistant completes and you have rebooted the CIC Server, you must perform a number of tasks to complete the new or upgrade installation. The tasks are necessary for a functional CIC Server.

• Install a CIC client. This is necessary to fully test CIC functionality.

• Review user configuration in Interaction Administrator. Ensure that all data is set up for each user, and that each user is allocated a station and belongs to the appropriate workgroups and roles.

• Verify the dial plan using the Phone Simulator.

• Test dial tone at the CIC Server station.

• (Upgrades) Handler upgrade procedures.

• (SIP) Configure SIP lines.

• (SIP) Create managed IP phones and associated SIP stations in Interaction Administrator Managed IP Phones container, using Add Managed IP Phones Assistant.

• Create/configure trunk interfaces (T-1 and E-1(ISDN) interfaces) in Interaction Administrator if not done in IC Setup Assistant. The Add Stations Assistant, available in IC Setup Assistant and Interaction Administrator, creates trunk interfaces in order to create channel banks.

• Create/configure lines for analog and digital trunks in Interaction Administrator. Although IC Setup Assistant (via the Add Stations Assistant) creates channel bank-related lines, it does not configure analog lines and interfaces.

• Perform certificate management procedures in the Interaction Administrator System Configuration Container.

• Connect phones and set phones to active.

• Test dial tone at each station.

• Test outside calls.

• Test inbound calls.

• Test DID calls.

• Configure and/or test the auto-attendant menu in Interaction Attendant. You may have configured the auto-attendant menu via IC Setup Assistant.

• Test CIC client phone and voice mail.

• Test ACD.

For details, see the PureConnect New Installation Checklists, and PureConnect Installation and Configuration Guide, and IC Upgrade Guide.