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Welcome to the IC Setup Assistant

The IC Setup Assistant is a wizard that asks a series of questions to configure your CIC Server in a new installation.

For a new installation, the questions fall within the following categories:

  • CIC administrator and network information

  • CIC license

  • Dial plan

  • Database (Reporting, Interaction Recorder, Interaction Tracker, and Interaction Optimizer)

  • CIC optional components, such as Switchover, Multi-Site RTM, and TFTP Server

  • Site Information (Interaction Tracker — add-on license)

  • Server Group Certificate and Private Key

  • Interaction Recorder (add-on license)

  • Speech Recognition engine (add-on license)

  • Mail provider

  • Log Retrieval Assistant

  • SIP Lines and Default Registration Group

  • Dialogic HMP configuration

  • Device detection

  • Stations

  • Users

  • Workgroups

  • Roles

  • Default hours of operation

  • Group call processing

  • DCOM security

Once you have answered all the questions, you have the option to review your choices and click the Commit button. IC Setup Assistant then configures your CIC Server according to the settings you chose.

We recommend running Setup Assistant after business hours because some configuration processes require significant server resources.

Apply the latest patch before running IC Setup Assistant

Before running IC Setup Assistant, make sure that you have applied the latest patch for this CIC 2015 R1 or later release. This requirement helps ensure that most stable operation of the product.

Patches are posted along with releases on the Download page on the PureConnect Product Information site at https://my.inin.com/products/Pages/Downloads.aspx.

Once you have confirmed that the latest patch for this release has been applied, click The newest patch has been installed on the IC server checkbox and then click Finish to continue.

IC Survey system

If you choose, you can fill out a Pre-Install survey prior to running the IC Setup Assistant in a new installation, and load the survey responses on the CIC Server. When you run IC Setup Assistant, it will read the IC Survey file — which contains the Pre-Install survey information and details how the CIC Server should be configured.

If you do not fill out a Pre-Install survey, IC Setup Assistant will create an IC Survey file based on your choices.

Completing the Setup Assistant configuration

IC Setup Assistant must be completed before you can run CIC.

If you have to exit IC Setup Assistant before completing all the dialogs and/or committing your choices, everything you have entered so far is saved automatically to your IC Survey file.

To make changes after running IC Setup Assistant

After committing your choices, you can re-run IC Setup Assistant to make certain configuration changes that cannot be performed in Interaction Administrator or anywhere else in CIC.

Other configuration changes must be made in Interaction Administrator, accessible from the Start menu.