Install Outbound Dialer Server

Use this procedure to install Interaction Dialer server components on a CIC server. First-time installation sets up Dialer server as an add-on to the Interaction Center service. The Outbound Dialer server starts automatically when the Interaction Center service is started.

You do not need to halt any services manually before running setup. However, you do need to warn users that a temporary outage is going to occur.

Note: Interaction Dialer uses a single installation procedure to install the Dialer server, which is by default referred to as an Outbound Dialer Server. However, the functionality of the Dialer server will not be determined until the appropriate license, Outbound Dialer Server (ODS) or a Manual Calling Server (MCS) is installed.

The screen caps in this procedure are out of date and will be replaced in a future update.

1. Logon to the Dialer server using the IC Administrator account. The IC Administrator credentials ensure you have permission to install Dialer server components.

2. Do one of the following:

• Copy the ODS_2016_R3.msi file to the ODS and double click the file.

• From the Interactive Intelligence Products interface, choose the Server Components tab, select the Outbound Dialer Server 2018 R4 check box, and click Install.

3. When the Welcome to the Central Campaign Server Setup Wizard for Interaction Dialer 2018 R4 dialog appears, click Next.
   

4. The Custom Setup dialog opens.
   
   You can select any one of the features to see how much hard drive space that feature will require. For more detailed information, click Disk Usage.
   
   When you are ready, click Next.
   
   The Central Campaign Server Name dialog opens.

5. In the text box, type the name of the Central Campaign Server to which this Outbound Dialer Server will connect and click Next.
   
   The installer will then verify the CCS you entered by contacting Notifier on the IC Server.
   

Note: If the connection verification fails, you'll see an error message and will be prompted to confirm that you entered the correct CCS name. Keep in mind that this error may occur if Interaction Center Services are not running or if the CCS is unavailable on the network.

6.  The Ready to install Outbound Dialer Server for Interaction Dialer dialog appears.
   
   When you are ready to begin the installation, select Install.
   
   As the installation continues, a status bar indicates the progress.

7. When the procedure prompts you to restart the system, click Yes.
   
   When the Completed the Outbound Dialer Server Setup Wizard for Interaction Dialer dialog appears, click Finish to exit the Setup Wizard.
   

Results of Installation

The ODS install added or updated the following dialing extensions and administration containers:

• Dialer configuration containers in Interaction Administrator. Access to Dialer containers is controlled by the IC server license.

• Interaction Center Business Manager share, which contains the setup.exe that adds Interaction Dialer views (campaign and agent monitoring) to a previously installed local instance of IC Business Manager.

• Dialer documentation was added to the documentation library on the IC server. Help files are also installed with application programs, and the Dialer server install also creates a shortcut titled "Interaction Dialer Documentation" to a help file that includes the complete Interaction Dialer documentation library.

• Directory shares on the Dialer server host client software installs, so that agents, supervisors, and developers can install workstation components without using the installation media.

• A DialerDeveloper placeholder share was created on the CIC server. The Dialer server install does not include the DialerDeveloper components. Administrators must copy the .msi into the DialerDeveloper placeholder share.

Note: For more detailed information pertaining to these shares and the individual installation procedures, see Off-Server Components and Options Installations.