asterCRM安装配置手册
拖机软件Aster教程
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安装前的准备:1、请确保已经安装了电脑显卡的官方驱动。
2、安装Aster软件前,请关闭或卸载360等防火墙/杀毒软件。
安装完后再恢复防火墙/杀毒软件;或者在防火墙软件有提示时,选择“信任全部”。
3、创建两个带密码的计算机管理员用户,名字分别为PC和TV。
创建完成后如下图所示。
然后分别用“PC”和“TV”登录一次,确保都设置了密码并能正常登录。
4、请用“PC”用户登录,将显示器和电视分别设置为各自的最佳分辨率,打开Windows扩展屏幕(在windows屏幕分辨率窗口打开扩展屏幕,如下图),点亮电视。
显示器上有开始按钮及图标,电视上只有windows桌面背景,没有其他东西。
5、两套键盘鼠标都可以正常工作。
6、电视可以正常出声音。
安装软件:7、在“PC”用户上安装aster。
运行v7x2x64_eng,一路next下一步,很简单地安装完成。
安装完成后,开始菜单中新增一个ASTER Control,其中的Quick Start Guide是该软件的用户手册,里面有详细的图文介绍及疑难解答。
8、在运行ASTER之前,64位 Windows7 需要设置测试模式,设置方式如下:找到ASTER的安装目录,默认为C:\windows\Program Files\ASTER-V7,运行TESTSIGNING ON,弹出重启窗口,如下图:确认重启后,桌面右下角显示测试模式(如下图),设置成功。
如果设置不成功,解决方法请参见ASTER Quick Start Guide 中的2 Troubleshooting9、运行ASTER control(开始->所有程序->ASTER control->ASTER control,下同)ASTER开始运行,点击“是”按钮,弹出激活窗口,选择“测试”,弹出ASTER Control窗口。
10、在ASTER Control里进行设备配置。
Aster把一台电脑分成两台之后,原来接到电脑上的键盘、鼠标、声卡定义为Place 1,即1号设备。
CRM系统安装及使用手册
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CRM系统安装及使用手册(周晨QQ:2746719815)目录一.安装方法 (3)1.安装java运行环境 (3)2. 去除自动检查更新 (3)3. 加载CRM系统 (4)4. 设置快捷方式 (5)二.使用方法 (7)1. 修改密码 (7)2. 每日任务信息 (7)3. 公告查看 (11)4. 新增客户 (12)5. 客户查询 (12)6. 客户释放 (13)7. 客户获取 (15)8. 创建工作计划 (16)9. 工作计划批阅 (17)10. 请假 (19)11. 话术查询 (21)12. 交易数据查询 (22)一.安装方法1.安装java运行环境a. 查看自己的电脑系统是32位还是64位(“计算机”右键—> 属性)b. 根据自己的操作系统安装对应的java安装文件2. 去除自动检查更新a. 打开控制面板,双击下图中红色标识的图标b. 按图所示,把“自动检查更新”前的√去掉3. 加载CRM系统a. 打开IE浏览器,输入地址(http://180.166.188.218:8080/fycrm/soft.jnlp)b. 按图所示,把“始终信任此发行者的内容”前的√打上。
安装时根据当时网速的快慢,决定安装所需的时间,请耐心的等待,安装完成后会自动跳出系统登录界面。
4. 设置快捷方式a. 再次进入控制面板,双击红色标识的图标b. 如图所示,点击查看按钮c. 在弹出的窗口中选中列表中的应用程序(Pro Soft),然后点击“箭头”图标,创建桌面快捷方式d. 以后再运行程序时,只需双击桌面的快捷方式的图标即可(当然在IE浏览器中再次输入http://180.166.188.218:8080/fycrm/soft.jnlp,也可运行本系统)二.使用方法1. 修改密码(初始密码为123456,第一次登录时请立即修改)a. 点击“系统”--> “修改密码”b. 在弹出框中填写信息,点击确定,完成密码修改2. 每日任务信息a. 登陆系统,默认打开每日任务信息(也可点击“日常工作”--> “每日任务信息”)b. 其中,上半部分为每日必须完成的回访任务信息,将蓝色滑块往后拉,可查看红圈部分的回访原因c. 双击“客户姓名”前的框,在弹出框中点击“客户详细信息”或者“400电话录音”,可以查看客户详细信息或听取最近一次通话录音d. 点击红圈中的“+”记号可以添加客户备注e. 在弹出框中填写备注,并点击“保存”,完成回访备注填写f. 备注完成后,点击“刷新”,则已完成的任务会从列表中清除g. 电脑右下角系统图标处也会显示任务提醒,如下图所示h. 下半部分为每月应回访到的客户列表,回访备注方式同上3. 公告查看a. 点击“公告管理”--> “公告查询”b.发布的公告列表如下图显示c. 双击标题,可查看具体的公告内容4. 新增客户a. 点击“客户管理”--> “新增客户”b. 填写客户基本信息之后点击红色标识的保存按钮完成添加注意:带*号的为必填项目5. 客户查询a. 点击“客户管理”--> “客户查询”b. 输入相关信息,点击“查询”注意:客户编号≠客户账户号,不填信息直接点“查询“则显示全部客户信息C. 双击指定客户行,可查看详细信息d. 弹出窗口显示客户详细信息6. 客户释放a. 点击“客户管理”--> “客户释放查询”b. 在弹出窗口中填入客户信息,点击“查询”c. 在结果中找到想释放的客户,双击d. 在弹出窗口中填写释放原因,点击“客户释放”,完成释放7. 客户获取a. 点击“客户管理”--> “获取客户查询”b. 在弹出窗口中填入客户信息,点击“查询”c. 找到想获取的客户,双击,在弹出的客户详细中点击“获取客户”,完成客户获取8. 创建工作计划a. 点击“日常工作”--> “创建日工作计划”b. 在弹出窗口中点击“计划类别”的下拉箭头,选取类别,在“日计划内容”与“日计划详细描述”中填写相应内容,点击右上角保存按钮,完成日工作计划的填写c. “周工作计划”大致同“日工作计划”,只需点击下拉箭头选取开始与结束日期9. 工作计划批阅a. 点击“日常工作”--> “日工作计划查询”b. 在弹出窗口的各选项中选取范围,点击查询(也可直接点击查询)c. 在查询结果中选取想要批阅的报表,双击d. 在弹出窗口中点击“工作计划批阅/回复”e. 在弹出窗口中填写批注内容,点击“保存”(也可不填),完成批阅f. 周工作计划批阅与此相仿,只需点击“周工作计划查询”即可10. 请假a. 点击“考勤管理”--> “请假申请”b. 在弹出窗口中选取相应信息,请假天数需手动填写,点击“工作交接人”的下拉箭头,在弹出窗口中输入信息,点击“查询”,在列表中选中交接人后双击,完成交接人的选择,最后点击“申请提交”c. 请委托的交接人在系统中点击“考勤管理”--> “请假(工作交接人)查询”d. 在弹出窗口中点击“查询”选中需交接的信息,双击e. 在弹出窗口中点击“同意交接”完成交接工作,若点击“不同意交接”,则申请人的请假无效注意:必须交接人同意之后才能交由上级审批f. 在交接人同意交接之后,请上级领导在系统里点击“考勤管理”--> “请假(上级审批)查询”g. 在弹出窗口中点击“查询”在列表中选中需要审批的信息,双击h. 在弹出窗口中点击“审批同意”,完成请假审批,至此请假流程完成11. 话术查询a. 点击“工具箱”--> “话术查询”b. 在弹出窗口中可以查询各类话术,以供练习参考12. 交易数据查询a. 点击“交易数据查询”--> “交易数据查询”b. 在弹出窗口中可进行“总资产”、“出入金”、“入场资金”、“创收”、“开户明细”以及“全额提醒”的数据查询注意:如不输入任何信息,则默认查询自己部门中所有成员的数据c. 在列表项目中选中自己的姓名,在“双击显示交易商明细”处双击,可查看自己名下具体的客户情况。
asterisk+freepbx+astercrm的安装----lamp rpm安装
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Linux下安装呼叫中心服务器(ASTERISK+FreePBX)一、环境要求:操作系统:centos 5.0以上(以最小化形式安装)Linux内核版本:2.6.22Asterisk版本:asterisk V.1.6.2.18FreePBX版本:FreePBX:2.9.0以rpm方式安装好的LAMP环境以root身份登录二、所需软件包/pub/telephony/asterisk/asterisk-1.6.2.1 8.tar.gz/freepbx-2.9.0.tar.gz三、安装步骤1、Lamp的安装下载所有软件包到/usr/local/src路径配置yum源,安装相关软件yum –y updateyum install –y httpd http-devel mysql mysql-devel mysql-server php php-devel php-mysqlyum install php5 php5-cli php5-mysql php-pear libapache2-mod-php5 php5-curl php5-gd php-dbyum install php php-mysql php-common php-gd php-mbstring php-mcrypt php-devel php-xmlyum install e2fsprogs-devel keyutils-libs-devel krb5-devel libogg libselinux-devel libsepol-devel libxml2-devel libtiff-devel gmpphp-pear php-pear-DB php-gd php-mysql php-pdo kernel-devel ncurses-devel audiofile-devel libogg-devel openssl-devel mysql-devel zlib-develperl-DateManip sendmail-cf soxyum install gcc gcc-c++ wget bison mysql-devel mysql-server php php-mysql php-pear php-pear-DB php-mbstring nano tftp-server httpd makencurses-devel libtermcap-devel sendmail sendmail-cf caching-nameserver sox newt-devel libxml2-devel libtiff-devel php-gd audiofile-develgtk2-devel subversion kernel-develyum install festival festival-devyum install ncurses-base ncurses-bin ncurses-term libncurses5 libncursesw5 libncurses5-dev libncursesw5-devyum install zlib1g zlib1g-devyum install bison bison-docyum install install libxml2 libxml2-devyum install libtiff4 libtiff4-devyum install libasound2 libgsm1 libltdl3 libpq4 libspeex1 libsqlite0 libtonezone1 libaudiofile0 libaudiofile-devyum install libnet-telnet-perl mime-construct libipc-signal-perl libmime-types-perl libproc-waitstat-perlmkdir /var/lib/mysqlchown –R mysql:mysql /var/lib/mysql/etc/init.d/httpd startchkconfig –level 35 httpd onmysql_install_dbchown –R mysql.mysql /var/lib/mysql/etc/init.d/mysqld startchkconfig –level 35 mysqld onmysqladmin –uroot password 123456 \\设置mysql密码为123456 cp /usr/share/doc/mysql-server-5.0.22/f /etc/f /etc/init.d/httpd restartvim /var/www/html/index.php测试一下:测试php连接apache : <? phpinfo(); ?>测试php连接mysql : vim /var/www/html/aaa.php<?php$link=mysql_connect("localhost","root","123456");if(!$link) echo "FAILD!";else echo "OK!";?>访问下即可。
恒视CRM客户关系管理软件服务端及客户端安装步骤
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恒视CRM客户关系管理软件服务端及客户端安装步骤本文档以专业版为例讲述了如何安装恒视CRM软件,其他版本软件的安装步骤与专业版相同,可以参照自行学习安装。
恒视CRM软件专业版的安装包括服务端的安装以及客户端的安装,对软件不熟悉的使用者来说,初次安装,建议按顺序依次完成。
首先进行服务端的安装,打开服务端程序文件夹,双击运行“serversetup.EXE”,如下图所示。
首先选择当前电脑使用的【操作系统】,以win7为例,接下来依次安装下边列出来的各项服务及所需驱动,如下图所示。
点击【IIS网络服务】,如下图所示。
IIS网络服务安装完成后需重启电脑,点击【确定】重启电脑,如下图所示。
重启电脑后,再次打开服务端程序文件夹,双击运行“serversetup.EXE”,选择当前使用的操作系统,点击【网络应用服务】,如下图所示。
点击【下一步】,如下图所示。
选择【我接受许可证协议中的条款】,点击【下一步】。
选择安装类型【完全安装】,点击【下一步】,如下图所示。
点击【安装】,开始安装,如下图所示。
依次点击【下一步】,直到安装完成,如下图所示。
上边已经安装了数据库,这里就不需要再按装MSDE数据库了,直接跳过这一步骤。
接下来安装【服务端运行环境】,如下图所示。
点击【下一步】,如下图所示。
选择【我同意许可协议中的条款】,点击下一步,如下图所示。
点击【下一步】,如下图所示。
点击【安装】开始安装,如下图所示。
点击【完成】完成服务端运行环境的安装。
接下来安装【通讯服务端程序】,如下图所示。
点击【下一步】,如下图所示。
选择软件安装路径,点击【下一步】,如下图所示。
点击【下一步】,如下图所示。
点击【安装】开始安装,如下图所示。
点击【完成】即完成恒视CRM软件客户端的安装。
如果要使用短信猫发送短信,需要先安装短信猫驱动程序,选择当前使用的【操作系统】,点击【短信猫驱动】,如下图所示。
点击【下一步】,直到安装完成,如下图所示。
最后安装客户端,打开客户端程序文件夹,双击运行“clientsetup.EXE”,如下图所示。
标准ERP配置Asterisk服务器使用指南说明书
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CONFIGURING AN ASTERISK SERVERFrom Standard ERP's T elephony module, it is possible to fully configure an Asterisk server, whether it is installed locally on the same server as Standard ERP (only applicable on a Linux-based server) or on a separate remote server.It is also possible to integrate Standard ERP with an existing Asterisk server without managing its configuration directly from Standard ERP. Below are the steps required for a full integration, and will not explain what steps are required for local, remote, and existing servers.PBX ConnectionThe basic setting for integrating your Standard ERP system with an Asterisk server is a PBX Connection. A PBX Connection represents a connection to a unique actual VoIP Server.T o start with, you should create a new PBX Connection from the T elephony module in the PBX Connection register.A PBX Connection is defined primarily by:Code: The PBX unique identifier.Comment: A descriptive text.Type: The type of VoIP server to connect to; this can be chosen from a variety of Asterisk versions, TrixBox, Digium Switchvox, VPBX and 3CX Phone System 12 etc.Hostname: The hostname for the server being used.Host IP address: The IP address for the server being used.Port: The port through which the Asterisk's Management Interface (AMI) can be reached (5038 by default for Asterisk)Username: Username to connect to the AMI.Password:Password to connect to the AMI.Closed: A PBX Connection can be closed when it is no longer in use or valid.In the case of a locally or remotely installed Asterisk server, the T ype should be Asterisk 1.8 (AMI). The username and password can be freely set as they will be configured in the server for you.In case you are connecting to an existing server, the port, username, and password should match the content of your server's manager.conf file. Here is an example of manager configuration usable with Standard ERP:[general]enabled=yesport=5038bindaddr=0.0.0.0allowmultiplelogin=yesdisplayconnects=yestimestampevents=yes[myadmin]secret=passwordxyzdeny=0.0.0.0/0.0.0.0permit=1.2.3.4read=system,call,originatewrite=system,call,originateIn this case Port would be 5038, username myadmin and password passwordxyz. You should replace 1.2.3.4 by the IP address of your Standard ERP server.A PBX Connection has other fields organised in four tabs, and which are used when managing a local or remote server entirely from Standard ERP. Administrators using an existing server fully managed by some external means should skip over to the Contact records section.Dialling SettingsUnder this tab, you can configure the various telephony prefixes in use in your system.International Dial Prefix: T o dial out of your country.Country Code: T o dial in your country.Default Area Code: T o dial in your local area.External Line Prefix: T o dial out of your organisation.Skip Digit for International Calls:As its name indicates, you may also define digits to skip when dialling internationally.These parameters are used to place and receive calls, and to identify contacts based on their caller ID, including when using IAX (see below).RulesThis T ab allows to define a number of rules from various types:Ignore SIP Channel:In case of an existing server, this will ignore possible intermediary SIP channels to handle calls and instead only care about the end points. The Identifier is the name of the intermediary SIP channel to ignore.No Act For Calls Between Extensions Shorter Than: Disables the automatic Activity creation for internal calls (detected by the short length of internal extensions). This is only applicable for PBX Connections of the T ype Digium SwitchVox. The Identifier is the maximum length.Track number: Not used.Unique callers only: With this option, only one call will be displayed in Communicator even if there is more than one call from or to the number configured in Identifier.Remote AdministrationFrom this tab, you can define the following:Remote User: Linux user that will be used to copy the Asterisk configuration files to a remote serverRemote Configuration Directory: The path where to copy said configuration files. As such, it is important that the directory is writable by the Linux user and that your Standard ERP server has been set up to be able to connect directly to the remote Asterisk server without needing to enter a password (namely set up a Public Key Authentication between both servers).AsteriskFrom this final tab, you can enable the connection of your Asterisk server to other Asterisk server using IAX (Inter-Asterisk eXchange).Enable Inter-Asterisk eXchange(IAX):By ticking this option, you will allow all other PBX Connections configured in Standard ERP and set to use IAX to connect to this particular server as well as allow this server to connect to all other servers enabled for IAX and configured in Standard ERP.IAX Password: The password used by this server to connect to other IAX servers.Sending configuration to the serverThis section only applies to the local and remote servers situations.After completing the above configuration of a PBX Connection, you can already send the configuration to an Asterisk server.If you are running a local server, you can dump the configuration files by using the Local Asterisk Server settings from the T elephony module.First, you will need to install the Asterisk server by selecting Setup Asterisk Server in the Operation Menu. This will give you a warning pop-up reading “Starting download and installation of Asterisk server”. Click OK. This will download the binaries for the Asterisk Server from the HansaWorld servers and install them on your local server. The server will then be started. You should never have to use Setup Asterisk Server again after this.If you close the Local Asterisk Inspect window and reopen it, you will see the path where your server is installed.From the Operation Menu, you can also select “Update Asterisk Server Configuration” (which will dump the current configuration on the Asterisk server configuration directory and restart the Asterisk server so that the configuration is applied), Start Asterisk Server, and Stop Asterisk Server (which should both only rarely be used, for instance for external maintenance purposes).If you are running a remote server which is fully configured using Standard ERP, you should instead head to the Asterisk SIP Configuration Files maintenance in the Routines of the T elephony module.Use Paste Special in the PBX Connection to select the server you want to update, and tick Send Files to Server before running. If you do not tick this option, then the files will only be generated locally on your Standard ERP server.Note that this will only work if you have properly setup your PBX Connection and the Linux environment of your Asterisk server (see above).You can also select from the following other Maintenance Routines:!Asterisk SIP trunks.!Asterisk Users.These routines will generate respectively only the configuration files for the SIP trunks of a PBX Connection, or for its users, instead of regenerating all the files.Note that the files are only sent to the server but not applied. An administrator needs to connect manually to the Asterisk server and reload them. For instance by issuing a 'core reload' command from Asterisk's command line interface.Asterisk usersThe next step in setting up your Asterisk server is to create a number of users.This section is applicable for local and remote servers.From the T elephony module, you can create new Asterisk Users for your employees or partners.For each user, you can define:PBX Connections: One or more servers on which the user will be created and allowed to connect to. Leave blank to create the user on all PBX Connections configured.Name: A descriptive name.Username: Will be used to configure their SIP client.Password:Will be used to configure their SIP client.Group: No longer used.Caller ID number: The display number that might be shown to the party this user is calling. Note that this can easily be overridden by the configuration of a SIP client or SIP trunk. Especially when dialling out to international telephone numbers, Caller ID numbers are likely to get lost.Caller ID name: The display name that might be shown to the party this user is calling. Note that this can easilybe overridden by the configuration of a SIP client or SIP trunk.Especially when dialling out to a mobile or landline telephone number, plain text display names will be lost.Closed: A closed user will simply not be configured on the server and as such, it will not be possible to connect to the server using that user.No Queue Fallback: If an Asterisk User is marked as not being part of Queue Fallback, then that user will not be called when a queue is not staffed but is receiving a phone call.Note that after creating one (or more) Asterisk users, it is necessary to send the configuration to the server, as described above.Contact recordsThis section is applicable for all types of servers: local, remote, and existing.As of now, Asterisk users and Standard ERP users (Persons), and their contact cards are not connected and as such, Contact cards for your users will need to be filled in manually with their SIP contact details.In the SIP field of the contact record pertaining to your Asterisk user should be filled in as username@host name. Where username comes from the Asterisk User record, and hostname from the PBX Connection record.SIP TrunksThis section is applicable for local and remote servers.At this point of the configuration, you can place calls between users of your Asterisk server. T o reach out to the outside world, you will need a SIP trunk or VoIP trunk. Each country usually has several providers that can help you get started. As Asterisk is a commonly used VoIP server platform, it is easy to get help from your provider in general.A simple Internet search should allow you to find a number of SIP providers for your country.Using the information provided by your subscriber, you will be able to fill in the SIP Trunk record necessary for you to place calls to the rest of the world. A SIP provider will usually be able to sell you the usage of one, or more phone numbers that your contacts will be able to call to reach you. In some cases, your SIP provider might also allow you to place outgoing calls. Make sure to carefully select the SIP provider that is able to provide you with the capabilities you need to run your business smoothly.Setting up a SIP trunk comes with a wide array of technical possibilities, a number of which are supported inStandard ERP. We will detail some of those here but it is not possible to list all the possible technical configurations one can encounter.Code: Select a unique code for your SIP trunk.PBX Connection: Paste Special the PBX connection on which you want this SIP trunk to be terminated.Host: Fill in the host name or IP address provided by your SIP provider here. It might be that host and domain have the same value.Domain: Fill in the domain name provided by your SIP provider here. It might be that host and domain have the same value.Username: Fill in the username provided by your SIP provider here.Password: Fill in the information provided by your SIP provider here.Skip Digit for International Calls: This parameters operates similarly to that set in the PBX Connection but will apply to calls using the SIP trunk.Country Code:This parameters operates similarly to that set in PBX Connection but will apply to calls using the SIP trunk.Caller ID: The caller ID of your SIP trunk provider (optional).Allow anonymous calls: Lets the system accept anonymous calls coming from your providers.Allowed IPs: Only incoming calls coming from these IP addresses will be allowed. Please check with your SIP provider to only open the minimum number of addresses. (optional but important security point).Inbound phone numbers: A SIP provider may very well provide you several telephone numbers using the same SIP trunks. In certain cases, you will be given unique identifiers for each one of them. They should be filled in here. It might be that the usernames and passwords are the same as above.Trunk type:Set to Outbound calls only if you intend to input a separate configuration for Inbound Phone Numbers in the matrix as described just above. Set to In- and outbound calls if you do not have a separate configuration for Inbound Phone Numbers.IAX: Select this if your SIP trunk provider is providing you services using an Asterisk IAX trunk.Queues and MenusThis section is applicable for local and remote servers.Most of us are familiar with the telephony lines operated by large companies. A welcome Menu plays when you call into the support line of a company, after pushing a few digits on your phone and listening to a few more voice Menu messages, you are placed in a Queue. Thanks to Standard ERP's integration with Asterisk, your company can easily benefit from such technology.In Standard ERP's terminology, a Menu is used to select between different queues or menus; and a Queue is used to put in relation agents answering calls and external callers. Queues and Menus share a number of settings (Phone Numbers, Opening Times) and capabilities (Playing a sound upon arrival, when closed, etc.).Instructions for users to use queues can be found earlier in the document.A Queue contains the following information:Code: A unique identifier in Standard ERPQueue ID: A unique identifier in Asterisk which will be used by your employees to connect to the queue and start answering calls.SIP Trunk: The SIP trunk from where the calls will be arriving.Description: A free-text comment.Phone Number: (Optional) in the case where you want a direct number for callers to reach the queue without going through a Menu. Note: you can play a greetings message even in the case where callers go straight toa queue. You do not need a Menu to play a welcome message.Fallback number: An optional number to call in the case i) no agent is available in the queue AND ii) no one is logged in to the Asterisk server or everyone who is logged in is marked with “No Queue Fallback”.Open from/until: it is possible to define two sets of opening hours (to include the possibility of a lunch break for instance). In case only one set of opening hours is needed, use the first pair of “Open from”/”Open until”fields and leave the second pair blank.A Menu contains the following information:Code: A unique identifier.SIP Trunk: T he SIP trunk from where the calls will be arriving.Description: A free-text comment.Phone Number: The phone number for your contacts to dial in order to access the Menu. Optional in case the Menu is accessed via another Menu.Open from/until:It is possible to define two sets of opening hours (to include the possibility of a lunch break for instance). In case only one set of opening hours is needed, use the first pair of “Open from”/”Open until”fields and leave the second pair blank.Repeat every (s): The number of seconds between repeats of the message explaining to the caller his or her possible choices.A matrix finally allows you to configure the different Menus and Queues reachable from this Menu:Number: The digit to press for the user to enter the selected Queue or Menu. Note that in the case pressing the digit leads to entering a Queue, the digit need not be the same as the Queue ID defined in the Queue.Queue: Paste Special to an existing Queue (note, if you select this, you should not select a Menu as well).Menu: Paste Special to an existing Menu (note, if you select this, you should not select a Queue as well).Comment: A free-text comment as a reminder of what the selected Queue or Menu might be.Using Menus, you can cascade multiple levels of Menus. However, once a caller has joined a Queue, he or she will not be able to go back to another Queue or Menu.The last remaining part of the configuration is now to assign sound files to be played to guide your callers through your Menus and Queues.Whereas all the previous configuration was done in Registers of the T elephony module, sounds will be configured from the Settings of the T elephony module. More precisely, from the PBX Sounds setting.First, create a new PBX Sound. Then in Event, use Paste Special to select the type of Event that will trigger the sound file to play. The Event you select will affect whether you are selecting a Queue or a Menu in the following field. Available Events are:Initial Queue Message: Played as an initial greeting when a caller reaches a Queue.Line Busy: Played after 30 seconds of a caller waiting in a Queue.Menu Closed: Played whenever a caller arrives to a Menu outside of the defined opening hoursMenu Message: Played as an initial greeting when a caller enters a Menu (should also describes the options available from the Menu and the digits associated with each function).Music on Hold:Music to play while the caller is waiting in a Queue.Queue Closed: Played whenever a caller arrives to a Queue outside of the defined opening hours.Once an Event is selected, use Paste Special to select the Queue/Menu where the sound file should be used. Only one Queue or Menu can be selected. After Saving the Record, you can now attach a file to the Record following the usual way of dragging and dropping the file over the paperclip icon or into the Document Manager window which you can open by double-clicking the paperclip icon.Note: the attached sound file must be a mono.wav file, sampled at 8kHz.Remember to send the configuration to the server once done. The sound files will be copied during that stage a s well.。
拖机软件Aster教程
![拖机软件Aster教程](https://img.taocdn.com/s3/m/38b2df04844769eae009ed6f.png)
安装前的准备:1、请确保已经安装了电脑显卡的官方驱动。
2、安装Aster软件前,请关闭或卸载360等防火墙/杀毒软件。
安装完后再恢复防火墙/杀毒软件;或者在防火墙软件有提示时,选择“信任全部”。
3、创建两个带密码的计算机管理员用户,名字分别为PC和TV。
创建完成后如下图所示。
然后分别用“PC”和“TV”登录一次,确保都设置了密码并能正常登录。
4、请用“PC”用户登录,将显示器和电视分别设置为各自的最佳分辨率,打开Windows扩展屏幕(在windows屏幕分辨率窗口打开扩展屏幕,如下图),点亮电视。
显示器上有开始按钮及图标,电视上只有windows桌面背景,没有其他东西。
5、两套键盘鼠标都可以正常工作。
6、电视可以正常出声音。
安装软件:7、在“PC”用户上安装aster。
运行v7x2x64_eng,一路next下一步,很简单地安装完成。
安装完成后,开始菜单中新增一个ASTER Control,其中的Quick Start Guide是该软件的用户手册,里面有详细的图文介绍及疑难解答。
8、在运行ASTER之前,64位 Windows7 需要设置测试模式,设置方式如下:找到ASTER的安装目录,默认为C:\windows\Program Files\ASTER-V7,运行TESTSIGNING ON,弹出重启窗口,如下图:确认重启后,桌面右下角显示测试模式(如下图),设置成功。
如果设置不成功,解决方法请参见ASTER Quick Start Guide 中的2 Troubleshooting9、运行ASTER control(开始->所有程序->ASTER control->ASTER control,下同)ASTER开始运行,点击“是”按钮,弹出激活窗口,选择“测试”,弹出ASTER Control窗口。
10、在ASTER Control里进行设备配置。
Aster把一台电脑分成两台之后,原来接到电脑上的键盘、鼠标、声卡定义为Place 1,即1号设备。
crm安装配置办法
![crm安装配置办法](https://img.taocdn.com/s3/m/c15ed75dec3a87c24128c429.png)
Elite CRM安装配置手册V3.02005年11月目录第一章.引言 (4)第二章.ELITE AGENT的程序安装 (5)第一节安装前预备 (5)第二节A GENT安装 (5)第三节A GENT端初始化文件的配置 (10)第四节客户端自动升级的配置 (19)第三章.ELITECRM UTILITY的程序安装 (21)第一节安装前预备 (21)第二节U TILITY安装 (21)第三节U TILITY端配置文件 (25)的安装和配置及多项目数据库的配置 (28)第四章.ELITEGENERALSERVER第一节安装前预备 (28)第二节安装及配置方法 (28)的配置 (35)第五章.RECORD CHECKER SERVER第一节INI文件 (35)第二节数据库配置 (36)第三节数据字典 (36)的配置 (37)、REMOTEMONITOR第六章.SERVICE MANAGER SERVER第一节C OM P ROTECTOR.DLL (37)第二节E LITE S ERVICE M ANAGER (37)第三节R EMOTE M ONITOR (38)第四节服务的配置 (39)第五节例子 (41)第七章.LOGCUTTER SERVICE的配置 (43)第一节初始化文件的配置 (43)第二节L OG C UTTER的使用 (44)、BBS和WEBQUERY系统的安装和配置 (45)第八章.KNOWLEDGEBASE第一节系统的安装 (45)第二节系统的配置 (49)第一章.引言本文档作为EliteCRM的完全安装手册,准确地叙述了各组件安装的具体操作步骤及文件配置,供用户在安装时使用。
第二章.Elite Agent的程序安装第一节安装前预备确保客户端机器安装了windows 2000 professional以及SP2或以上patch,安装了ADO2.7。
第二节Agent安装1.双击安装程序,弹出屏幕如图2-1图2-12.单击“Next”,显示如图2-2图2-2提示输入用户名,公司和序列号等信息(现尚不提供序列号,在Serial处填任意字符即可)3. 单击“Next”,显示如图2-3图2-3提示选择安装路径4. 假如要自定义安装路径,则单击“Browse”,显示如图2-4图2-45. 指定好路径后,单击确定,返回图2-3,单击“Next”按钮,显示如图2-5图2-56. 单击“Next”按钮,显示如图2-6。
Asterisk安装与配置
![Asterisk安装与配置](https://img.taocdn.com/s3/m/27fad9c6162ded630b1c59eef8c75fbfc77d943a.png)
Asterisk安装与配置1.安裝所需套件yum install gcc gcc-c++ kernel-devel zlib zlib-devel openssl openssl-devel2.下载asterisk、libpri、zaptelcd /usr/local/src/wget /pub/asterisk/releases/asterisk-1.4.22.tar.gzwget /pub/libpri/libpri-1.4.7.tar.gzwget /pub/zaptel/zaptel-1.4.12.1.tar.gz3.安装zapteltar -zxvf zaptel-1.4.12.1.tar.gzcd /usr/local/src/zaptel-1.4.12.1./configuremakemake installmodprobe zaptel4.安装libpritar -zxvf libpri-1.4.7.tar.gzcd /usr/local/src/libpri-1.4.7makemake install5.安装asterisktar -zxvf asterisk-1.4.22.tar.gzcd /usr/local/src/asterisk-1.4.22./configuremakemake installmake samplesasterisk -vvvc6.分机配置vim /etc/asterisk/sip.confSIP分机常用参数配置:[101] ;SIP分机注册账号callerid=ABC ;分机显示名称(可不设定)username=101 ;SIP再注册时要使用的账号(可不设定)type=friend ;连线的模式,一般话机设成friendsecret=101 ;分机注册密码qualify=yes ;验证模式,只有在type=peer时生效(可不设定)nat=yes ;是否在NAT下host=dynamic ;搜寻Client的模式,dynamic由话机主动去注册或者输入Hostname、IP由SIP Server去连线dtmfmode=rfc2833 ;按键信号模式,预设为rfc2833context=internal ;设定要用extensions.conf哪一组的动作canreinvite=no ;分机直通或由SIP连接callgroup=0 ;定义群组,可利用于群组广播....等(可不设定)pickupgroup=0 ;定义代接群组(可不设定)[102]username=102type=friendsecret=102qualify=yesnat=yeshost=dynamicdtmfmode=rfc2833context=internalcanreinvite=no7.设定接通动作vim /etc/asterisk/extensions.conf最后面加放设定[internal]exten => _X.,1,Dial(SIP/${EXTEN}|30) exten => _X.,n,Hangup()说明:_:代表开头X:代表0-9.:代表任意长度的字元_X.:电话以数字开始不限制长度Dial:接通SIP:线路模式SIP协议${EXTEN}:收到的号码30:只振玲等待30秒Hangup:挂断8.设定远端管理账号(依需求设定)vim /etc/asterisk/manager.conf enabled = yes最后面增加[admin] secret=admin deny=0.0.0.0/0.0.0.0 permit=127.0.0.1/255.255.255.0 read = system,call,log,verbose,command,agent,user write = system,call,log,verbose,command,agent,user用telnet localhost 5038到asterisk的管理界面出现Asterisk Call Manager/1.0输入action: login <enter>username: admin <enter>secret: admin <enter><e。
asterisk,mysql,freepbx完整安装手册
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asterisk,mysql,freepbx完整安装手册1 Install Asterisk server1.1 Install CentOS 5.3Description :CentOS is an Enterprise-class Linux Distribution derived from sources freely provided to the public by a prominent North American Enterprise Linux vendor. CentOS conforms fully with the upstream vendors redistribution policy and aims to be 100% binary compatible.●Need install Web Server , Mail Server , MySQL Database , Development T ools●Enable W eb server, Mail server, MySql Database, Development tools.●Disable firewall, SElinux.●Config your network, make sure you can connect to the internet.1.2 Update your system#yum -y update1.3 Install dependencies and extra packages# yum install e2fsprogs-devel keyutils-libs-devel krb5-devel libogg libselinux-devel libsepol-devel libxml2-devel libtiff-devel gmp php-pear php-pear-DB php-gd php-mysqlphp-pdo kernel-devel ncurses-devel audiofile-devel libogg-devel openssl-devel mysql-devel zlib-devel perl-DateManip sendmail-cf1.4 Install lame-3.97Description :LAME is an educational tool to be used for learning about MP3 encoding. The goal of the LAME project is to use the opensource model to improve the psycho acoustics, noise shaping and speed of MP3. LAME is not for everyone - it is distributed as source code only and requires the ability to use a C compiler. However, many popular ripping and encoding programs include the LAME encoding engine.# cd /usr/src# wget /doc/945198382.html,/sourceforge/lame/l ame-3.97.tar.gz# tar zxvf lame-3.97.tar.gz# cd lame-3.97# ./configure# make# make install1.5 Install libpriDescription :libpri is a C implementation of the Primary Rate ISDN specification. It wasbased on the Bellcore specification SR-NWT-002343 for National ISDN. As ofMay 12, 2001, it has been tested work with NI-2, Nortel DMS-100, andLucent 5E Custom protocols on switches from Nortel and Lucent.# cd /usr/src# wget /doc/945198382.html,/pub/libpri/libpri-1.4-current.tar.gz# tar zxvf libpri-1.4-current.tar.gz# cd libpri-1.4.10/# make# make install1.6 Install mpg123The mpg123 is make for the “music on hold” module to up custom *.mp3 or *.wav file to PBX.#tar xvf mpg123-1.9.0.tar.bz2#./configure#make#make install1.7 Install Dahdi / Dahdi-toolsDescription :Dahdi is a short for ZAPata TELephony.This packet is the drive of the Digital Cards# cd /usr/src# download dahdi-linux-current.tar.gz dahdi-tools-current.tar.gz# tar zxvf dahdi-linux-2.2.0.2# cd zaptel-1.4.12.1# make# make install# cd .# . tar zxvf dahdi-tools-current.tar.gz# ./configure# make# make install# make config/etc/init.d/dahdi start# echo "/etc/init.d/dahdi start" >> /etc/rc.d/rc.local# dahdi_genconf //check the TDM400P board automatic#copy dahdi_channels.conf content to chan_dahdi.conf# dahdi_cfg –vv1.8 Install asterisk1.7.1 Install asterisk-1.6.1.4Description :Asterisk is the world's leading open source PBXi, telephony engine, and telephony applications toolkit. Offering flexibility unheard of in the world of proprietary communications, Asterisk empowers developers and integrators to create advanced communication solutions...for free.# cd /usr/src# useradd -c "Asterisk PBX" -d /var/lib/asterisk asterisk# mkdir /var/run/asterisk# mkdir /var/log/asterisk# chown -R asterisk:asterisk /var/run/asterisk# chown -R asterisk:asterisk /var/log/asterisk# chown -R asterisk:asterisk /var/lib/php/session/# sed -i "s/User apache/User asterisk/" /etc/httpd/conf/httpd.conf# sed -i "s/Group apache/Group asterisk/" /etc/httpd/conf/httpd.conf# sed -i "s/AllowOverride None/AllowOverride All/" /etc/httpd/conf/httpd.conf# download asterisk-1.6.1.4.tar.gz# tar zxvf asterisk/asterisk-1.6.1.4.tar.gz# cd asterisk-1.6.1.4# ./configure# make# make install# make samples# make config1.7.2 Install asterisk-addons-1.6.1.1Description :This package contains additional modules for Asterisk which are, for one reasonor another, not included in the normal base distribution. Many of thesemodules are experimental.# cd /usr/src# download asterisk-addons-1.6.1-current.tar.gz# tar zxvf asterisk-addons-1.6.1-current.tar.gz# cd asterisk-addons-1.6.1.1# ./configure# make# make install# make samples1.7.3 Install asterisk-soundsDescription :This packet is not for hardware dependency. It’s just the necessary packet (Include many sound file) for asterisk server.Download the packet asterisk-sounds-1.2.1.tar.gz# cd /usr/src# tar zxvf asterisk-sounds-1.2.1.tar.gz# cd asterisk-sounds-1.2.1# make install1.9 Install FreePBXDescription :FreePBX is for both developers and people searching for a Business Phone System (or a really fancy home one).# cd /usr/src# wget/doc/945198382.html,/sourceforge/ampo rtal/freepbx-2.3.1.tar.gz# tar zxvf freepbx-2.5.0.tar.gz# cd freepbx-2.5.0# service httpd start# service mysqld start# chkconfig httpd on# chkconfig mysqld on1.9.1 Config MySql# mysqladmin create asterisk# mysqladmin create asteriskcdrdb# mysql asterisk < SQL/newinstall.sql# mysql asteriskcdrdb < SQL/cdr_mysql_table.sql# mysql# GRANT ALL PRIVILEGES ON asteriskcdrdb.* TO asteriskuser@localhost IDENTIFIED BY 'occvoip';# GRANT ALL PRIVILEGES ON asterisk.* TO asteriskuser@localhost IDENTIFIED BY 'occvoip';# mysqladmin -u root password 'occvoip'1.9.2 Install freepbx# vi /etc/asterisk/asterisk.conf++++++++++++++++++++++++++++++++Modify [directories](!) ==> [directories]Modify /var/run ==> /var/run/asterisk++++++++++++++++++++++++++++++++# cd /usr/src/freepbx-2.5.0# ./start_asterisk start# ./install_amp --username=asteriskuser --password=occvoip# echo /usr/local/sbin/amportal start >> /etc/rc.localOpen browser to http://ipaddressofpbx#Click the FreePBX Administration to config the FreePBX. Then click Apply configuration changes.Download modules.: click Module Admin to download this modules:Feature codeVoicemailPhonebook Directory toolPhonebookSpeed dialDay night modeIVRFollow meRing groupCall ForwardCall WaitingCallbackConferencesDo-Not-Disturb (DND)Info ServicesannouncementMisc ApplicationsMisc DestinationsMusic on HoldPIN SetsParking lotAsterisk Info toolCustom Applications tool# reboot1.10 Open browser to http://ipaddressofpbxClick the FreePBX Administration to config the FreePBX.。
Asterisk 安装和配置
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准备工作:(1)安装WM ware虚拟机(2)操作系统:内核2.6的Linux 系统,建议使用Fedora 。
(3)安装软件:asterisk.tar.gz , libpri.tar.gz, zaptel.tar.gz。
路径:\\10.7.1.7\TeamShare\AlexJunkieGrp\TEMP。
(将这三个文件放到Linux 系统的/opt文件夹下。
)(4) SSH终端。
步骤(1):安装虚拟机(略)步骤(2):安装fedora 8 操作系统(也可以使用已经安装过的操作系统)安装操作系统 fedora 8(1)最好完全安装。
(2)在安装过程中配置自己的硬盘大小,如果完全安装的话一般4.0G是不够的。
所以请避免安装时引起的很多不必要的麻烦Attention: 保证网络流通,关闭防火墙。
安装Asterisk依赖包清单包--依赖关系gcc--libpri, zaptel, asterisklibtermcap-devel--asteriskkernel-devel--zaptelkernel-smp-devel--zaptelgcc-c++--asteriskopenssl-devel--asterisknewt-devel--zaptelzlib-devel--asteriskunixODBC-devel--asterisklibtool--asteriskmake—asterisk(1)检查是否已经安装kernel-devel# rpm -q kernel-devel例如:kernel-devel-2.6.18-92.1.10.el5,表示已经安装,如果没有安装,要用yum安装一下,如下 yum install kernel-devel(2)检查是否已经安装以下的辅助软件包rpm -q bisonrpm -q bison-develrpm -q ncursesrpm -q ncurses-develrpm -q zlibrpm -q zlib-develrpm -q opensslrpm -q openssl-develrpm -q gnutls-develrpm -q gccrpm -q gcc-c++rpm -q mysql-devel(4)如果没有安装则用yum安装yum install bisonyum install bison-develyum install ncursesyum install ncurses-develyum install zlibyum install zlib-develyum install opensslyum install openssl-develyum install gnutls-develyum install gccyum install gcc-c++yum install mysql-devel准备工作完毕步骤(3):安装asterisk (1):解压缩软件包# cd /opt解压缩三个文件包:#tar -xvzf libpri.tar.gz#tar -xvzf zaptel.tar.gz#tar -xvzf asterisk.tar.gz删除文件包:#rm -r *.gz(2):安装zaptel# cd zaptel# ./configure# make (显示编译成功)# make install (显示安装成功)# make configAttention: 安装过程中不会出现错误信息(3):安装libpri退出zaptel文件夹#cd ..# cd libpri# make# make install(4):安装asterisk如果没有出现错误,安装是正确的# cd ..# cd asterisk# ./configure# make (显示编译成功)# make install (显示安装成功)# make samples测试一下asterisk是否安装成功可以执行asterisk的主命令# asterisk –vvvvvvvvc(启动asterisk)如果这个时候提示cli> 表示已经成功cli> stop now(退出asterisk)# make config(配置启动)安装asterisk完成步骤(4):asterisk 配置在安装asterisk成功后,用两个sip电话通过asterisk服务互通打电话,需要配置sip.conf, extension.conf。
超博CRM系统安装说明
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超博CRM系统安装说明1. 前言与版权 (2)1.1欢迎使用 (2)1.2版权申明 (2)1.2.1、产品使用和版权申明 (2)1.2.2使用许可协议 (3)1.2.3、免责声明 (4)2 系统安装 (4)2.1、建立CRM程序目录 (4)2.2、安装IIS (5)2.3、安装.Net Framework4.0 (6)2.4、安装Sql server2008 (7)2.5、设置目录权限 (9)2.6、超博CRM5站点架设 (12)2.6.1、IIS6.0 架设站点的方法: (12)2.6.2、IIS7架设超博CRM站点方法: (14)2.7、超博CRM系统注册与激活 (16)2.8、登录系统 (19)3 手机APP安装使用 (21)3.1、下载安装 (21)3.2、初次使用设置 (21)3.2、手机APP连接注意事项 (22)4 在线帮助链接 (23)1. 前言与版权1.1欢迎使用尊敬的用户:感谢您选择超博CRM!请在使用超博CRM之前认真阅读完整的用户使用手册,当您开始使用本软件时,超博公司即认为您已经认真阅读了本用户手册。
随着超博软件的升级更新,软件的功能、性能、操作、使用以及公司的相关服务承诺将有所变化。
作为该软件的设计开发以及版权所有单位,超博公司有权对用户手册同步进行更新。
对于产品的说明和服务承诺等所有图文信息都以更新后的最新版本为准。
本手册主要是为了指导用户安装使用本产品而编写。
在本手册中,我们将以该产品安装在简体中文Windows 2003上为例进行介绍。
鉴于软件在不断的更新升级和功能上的更新,为使您能及时阅读到最新的帮助文档,建议您访问网站获取最新的帮助说明,本手册仅就部分主要的常规使用和UI图形界面进行描述。
1.2版权申明1.2.1、产品使用和版权申明南宁市超博科技有限责任公司对其发行的或与合作公司共同发行的包括但不限于本软件产品或服务的全部内容及公司网站上的材料拥有版权等知识产权,受法律保护。
1asterisk服务器安装手册
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Asterisk服务器安装手册版本 1.0文档编号:RPT12345678-001版权所有© 1998-2014 263网络通信股份有限公司公司网址:版权申明本文档包含了来自263网络通信股份有限公司的机密技术和商业信息,这些信息作为263网络通信股份有限公司专用。
接受本文档即视为表示同意对其内容保密,并且未经263网络通信股份有限公司书面许可,不得复制、泄露或散布本文档的全部或部分内容。
本文档及其描述的内容及产品的著作权和版权受有关法律保护,对本文档内容的任何形式的非法复制,泄露或散布,将导致承担相应的法律责任。
263网络通信股份有限公司保留在不另行通知的情况下修改本文档的权利,并保留对本文档内容的全部解释权。
“263网络通信”标识是263网络通信股份有限公司的注册商标。
This document contains confidential technical and commercial information from Net263 Ltd, and is intended for the use of Customers or Net263’s partners only for the purposes of related projects to Net263. No part of it may be reproduced or transmitted in any form or means without the written permission of Net263.This document and the product it describes are protected by copyright according to the applicable laws.The information in this document is subject to change without notice and describes only the product defined in the introduction of this documentation. Net263 will, if necessary, explain issues, which may not be covered by the document.“Net263” logo is a registered trademark of Net263 Ltd.修订历史正文目录1.概述( OVERVIEW ) (1)1.1范围(S COPE ) (1)1.2发布(I SSUE ) (1)1.3综述(B RIEF ) (1)2.参考( REFERENCE ) (1)3.定义( DEFINITION ) (1)3.1术语(T ERMINOLOGIES ) (1)3.2约束(C ONSTRAINTS ) (2)4.软件特性 (2)4.1功能 (2)4.2性能 (2)5.运行环境 (2)5.1硬件 (2)5.2支撑软件 (2)6.程序安装、初始化及文件配置 (2)6.1ZAPTEL程序安装 (2)6.2ASTERISK程序安装 (2)6.3文件配置 (3)6.3.1配置文件 (3)6.3.2语音文件 (3)6.3.3codec_g729.so库文件 (3)6.4LIBAST_SOAP.SO库文件路径指向 (3)6.5配置文件的修改 (3)7.评价 (4)8.附录( APPENDICES ) (4)8.1文档绑定 (4)图表目录错误!未找到图形项目表。
拖机软件aster装置设置教程[精彩]
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拖机软件aster装置设置教程[精彩] 电脑一拖二,拖机软件ASTER安装设置教程,,,Windows 7 安装前的准备:1、请确保已经安装了电脑显卡的官方驱动。
2、安装Aster软件前,请关闭或卸载360等防火墙/杀毒软件。
安装完后再恢复防火墙/杀毒软件;或者在防火墙软件有提示时,选择“信任全部”。
3、创建两个带密码的计算机管理员用户,名字分别为PC和TV。
创建完成后如下图所示。
然后分别用“PC”和“TV”登录一次,确保都设置了密码并能正常登录。
4、请用“PC”用户登录,将显示器和电视分别设置为各自的最佳分辨率,打开Windows扩展屏幕(在windows屏幕分辨率窗口打开扩展屏幕,如下图),点亮电视。
显示器上有开始按钮及图标,电视上只有windows桌面背景,没有其他东西。
5、两套键盘鼠标都可以正常工作。
6、电视可以正常出声音。
安装软件:7、在“PC”用户上安装aster。
运行v7x2x64_eng,一路next下一步,很简单地安装完成。
安装完成后,开始菜单中新增一个ASTER Control,其中的Quick Start Guide是该软件的用户手册,里面有详细的图文介绍及疑难解答。
8、在运行ASTER之前,64位 Windows7 需要设置测试模式,设置方式如下: 找到ASTER的安装目录,默认为C:\windows\Program Files\ASTER-V7,运行TESTSIGNING ON,弹出重启窗口,如下图:确认重启后,桌面右下角显示测试模式(如下图),设置成功。
如果设置不成功,解决方法请参见ASTER Quick Start Guide中的2 Troubleshooting9、运行ASTER control(开始->所有程序->ASTER control->ASTER control,下同)ASTER开始运行,点击“是”按钮,弹出激活窗口,选择“测试”,弹出ASTER Control窗口。
asterCRM安装配置手册
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asterCC安装配置手册一.安装环境1.安装程序:astercc-0.14-beta-rc1.zip2.操作系统:CentOS Linux or Redhat Linux with mysql3.硬件要求:X86 CPU 1GHz 1GB RAM 20GB HardDisk Ethernet Adaptor二.安流流程1.安装CentOS Linux or Redhat Linux2.下载安装程序:/news/astercc-and-astercc-box-released-014-beta-rc13.ssh登录后台,解压程序包[root@sc38 ~]# unzip astercc-0.14-beta-rc1.zip4.进入astercc-0.14-beta-rc1,更改可执行权限并执行install.sh脚本,根据提示进行安装[root@sc38 astercc-0.14-beta-rc1]# chmod 755 install.sh[root@sc38 astercc-0.14-beta-rc1]# ./install.shPlease enter database informationdatabase host(default localhost):设置数据库地址,默认为localhostdatabase port(default 3306):设置数据库连接端口,默认为:3306database name(default astercc):设置数据库名,默认为asterccdatabase user name(default root):设置数据库连接用户,默认为rootdatabase user password(default null):eLaStIx.2oo7设置数据库连接密码,如果本机已安装Elastix,则密码为eLaStIx.2oo7database bin path(default /usr/bin):设置mysql的程序路径,默认指定/usr/binPlease enter the Asterisk infomation:Asterisk Host(default 127.0.0.1):设置Asterisk服务器地址,默认为127.0.0.1Asterisk Manager API port(default 5038):设置Asterisk的AMI端口默认为5038AMI User name:phpagiAMI用户名密码和Elastix接口认证密码须一致,见《Elastix安装配置手册》中/etc/asterisk/manager_custom.confAMI User password:phpagiAMI密码Please enter main html directory for asterccAre you want to auto start astercc daemon when system startup?Must be redhat-release system"Press 'y' to auto start设置是否系统启动时加载astercc进程,输入Y为同意Are you want to start astercc daemon now?"Press 'y' to start:"是否现在就启动,输入Y为同意5. 在浏览器中输入http://IP/astercc/astercrm:<apache port>,显示asterccCRM的登录界面,默认的用户名密码为admin/admin,登录之后进入asterCRM。
ASTER-分屏软件的使用教程
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第一步:安装操作系统
一定要保证所有驱动都安装完毕。
(设备管理器里面无黄色感叹号)
第二步:安装拖机软件
(1)关闭防火墙
进入控制面板将防火墙关闭
进入控制面板在用户账户里面更改用户账户控制设置修改为从不通知。
进入控制面板点击操作中心更改操作中心设置。
里面的操作选项打钩的全部去掉。
(2)安装ASTER v7 软件
根据自己操作系统(32位或64位)选择性的安装。
双击一直点击下一步,都选择默认的安装,不要更改。
安装完毕后选择开始-程序-ASTER控制对Aster v7进行注册和设置
试用期为30天我们可以选择测试试用。
也可以选择激活,输入注册码即可完成激活。
注册完毕后打开ASTER控制对其软件进行设置。
(请按照图片上的选择项进行设置)
如果是添加了独立显卡只需修改集成的是1独立显卡是2 或者对调。
登陆设置启动所对应的用户,自动登陆上去,如果不设置的话,电脑每次开机都要选择用户登陆,那样将会很麻烦。
那么我们要在控制面板里面添加两个额外的用户。
第三步:备份ASTER V7的激活信息
注意:第一次激活之后一定要将该备份文件KEY.REG保存下来,以防需要重装系统的时候使用。
每台机器对应各自的KEY,不能够交叉使用。
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asterCC安装配置手册
一.安装环境
1.安装程序:astercc-0.14-beta-rc1.zip
2.操作系统:CentOS Linux or Redhat Linux with mysql
3.硬件要求:X86 CPU 1GHz 1GB RAM 20GB HardDisk Ethernet Adaptor
二.安流流程
1.安装CentOS Linux or Redhat Linux
2.下载安装程序:
/news/astercc-and-astercc-box-released-014-beta-rc1
3.ssh登录后台,解压程序包
[root@sc38 ~]# unzip astercc-0.14-beta-rc1.zip
4.进入astercc-0.14-beta-rc1,更改可执行权限并执行install.sh脚本,根据提示进行安装
[root@sc38 astercc-0.14-beta-rc1]# chmod 755 install.sh
[root@sc38 astercc-0.14-beta-rc1]# ./install.sh
Please enter database information
database host(default localhost):
设置数据库地址,默认为localhost
database port(default 3306):
设置数据库连接端口,默认为:3306
database name(default astercc):
设置数据库名,默认为astercc
database user name(default root):
设置数据库连接用户,默认为root
database user password(default null):eLaStIx.2oo7
设置数据库连接密码,如果本机已安装Elastix,则密码为eLaStIx.2oo7
database bin path(default /usr/bin):
设置mysql的程序路径,默认指定/usr/bin
Please enter the Asterisk infomation:
Asterisk Host(default 127.0.0.1):
设置Asterisk服务器地址,默认为127.0.0.1
Asterisk Manager API port(default 5038):
设置Asterisk的AMI端口默认为5038
AMI User name:phpagi
AMI用户名密码和Elastix接口认证密码须一致,见《Elastix安装配置手册》中/etc/asterisk/manager_custom.conf
AMI User password:phpagi
AMI密码
Please enter main html directory for astercc
Are you want to auto start astercc daemon when system startup?
Must be redhat-release system
"Press 'y' to auto start
设置是否系统启动时加载astercc进程,输入Y为同意
Are you want to start astercc daemon now?
"Press 'y' to start:"
是否现在就启动,输入Y为同意
5. 在浏览器中输入http://IP/astercc/astercrm:<apache port>,显示asterccCRM的登录界面,默认的用户名密码为admin/admin,登录之后进入asterCRM。
随后点击“管理”即进来管理员管理界面(组管理员的管理权限相对低)
三.配置
实现主叫来显弹屏以及CRM的使用方面的操作的前提是Elastix(Asterisk)方面的ACD、录音、分机座席等配置完成。
1.系统配置,以管理员身份登录系统,点击右上角“管理”,进入管理界面后点击“系统设置”。
1) 数据库
Dbtype:数据库类型
Dbhost:数据库主机地址
Dbname:数据库名称
Username:数据库用户名
Password:数据库密码
2) Asterisk
Server:Asterisk 服务器地址
Port:Asterisk 服务器AMI 端口号, 默认情况下是5038
Sername:AMI用户名
Secret:AMI密码
Monitorpath:录音文件保存的路径, 录音文件保存在Asterisk 服务器上而不是asterCRM 服务器
Monitorformat:录音文件的文件格式
此两项在安装时已经配置,此处一般不需要修改。
3) 系统
根据需要配置
4) 第三方CRM集成,默认情况下也不需要配置。
enable_external_crm: 是否使用第三方CRM
open_new_window: 弹屏时是否弹出新窗口
external_crm_default_url: 当使用第三方CRM时, 默认启动的页面
asterisk开源呼叫中心
external_crm_url: 当有弹屏事件发生时, 要调用的外部CRM 页面, %callerid:
主叫号码, %calleeid: 被叫号码, %method 拨出(dialout)或者拨入(dialin)
2.账户管理,以管理员身份登录系统,点击右下角“管理”,进入管理界面后点击“账户管理”。
刚安装好的系统,只有admin最高管理员,如需增加用户(坐席)必须先给这个用户增加一个组.
注意此外的context为from-internal,否则坐席将无法弹屏2) 新增和编辑用户
注意:分机号码必须于Elastix上的分机一致,以便分机震铃时对应的CRM账号实现弹屏,这里还要选择分组名称和用户类型,这里的用户类型分为三种:admin、groupadmin、agent,admin是系统的最高管理员、groupadmin为本组管理员、agent为本组座席分机,不同的用户类型权限也不同。
以上配置完成基本上就可以正常使用CRM
四.CRM使用
1.呼入弹屏
登录一个座席,且SIP终端设备注册Elastix在线等待来电,待机的CRM界面:
当用一个呼叫呼入时,经过ACD排队,找到分机并响铃,并用座席登录的CRM界面出现弹屏:
如果来电为新的号码,就会弹屏“添加记录”,接起电话时,来电状态变为“正在通话”状态:
根据来电添加新记录,也可以事先将客户信息录入系统,即点击“管理”>“客户管理”>“添加”。
如果来电为已添加客户,就会显示该客户的相关信息,CRM界面出现弹屏:
点击“挂断”按钮可以将当前呼叫挂断
填入被叫号码,点击“呼叫”按钮,呼叫时先接通被叫然后再接通坐席分机,并实现弹屏:
或者通过点击“联系人”对话框中的电话,同样可以进行呼出:
4.坐席的“暂停”和“继续”
坐席的“暂停”是指坐席暂时离开ACD队列,不会接听到来电。
如果主叫直拨坐席分机仍可以接听来电
坐席的“继续”是指暂停后重新回归ACD队列,接听来电。
5.呼叫转移
当坐席接通主叫后,需要将呼叫转移至另一个坐席或被叫号码,可以通过“呼叫转移”功能,即填入要转移的号码,点击“转接”,即当102拨打101,101摘机,101和102通话,随后101坐席进行呼叫转移至103,实现102和103通话,101退出通话。
6.录音
通话时可以将通话内容进行录音,分为通话时“自动录音”和根据需要通话时手工录音,即
要收听录音文件,点击“管理”>”录音记录”即可:
7.计划拨号
计划拨号在约定的时间,发起呼叫。
首先要为当前组添加拨号计划,点击“管理”>”免拨列表”>”已拨列表”>”拨号计划”>“添加”
添加拨号计划后,再拨号列表里,添加新记录
提交之后在“拨号列表”里出现一条计划拨号记录,等到拨出时间点,系统会自动发起呼叫
8.系统状态
管理员、组管理员可以通过系统状态,可以查看分机和呼叫状态,点击“管理”>”系统状态”
这里可以看到该组的中所有分机的状态,暗红色表示分机不在线状态,绿色表示分机待机状态,红色表示分机通话中且下面显示是“呼出”还是“呼入”。
分机下面的表格表示是的ACD队列情况。
至此,asterCRM的安装、设置、基本使用介绍完毕,实现主叫来显弹屏以及CRM方面的使用操作的前提是安装和配置Elastix完成,详见《Elastix安装配置手册》。