CallRex Call Recording Version 3.7 Administrator's Manual: Getting Started - Telrex Manuals

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Getting Started

If you have not installed CallRex Call Recording software yet, you can find the installation instructions in the CallRex Call Recording Installation Guide.

To start recording or monitoring phone calls, follow these steps:.

Step 1 - Start the CallRex Client

After installing the CallRex Server and Client, you can start the CallRex Client and start recording and monitoring phone usage.

To start the CallRex Client

1. Click Start > Program Files > CallRex > CallRex Client. The CallRex Login dialog box opens.



2. Enter the administrator's username in the Username field.
3. Enter and the password in the Password field.
4. Select the server name or the IP address of the server from the Server list.
5. Click Login.

Note: if you do not have the username and password for your CallRex software, contact the Telrex Technical Support team.

Step 2 - Select the PBX system

You must specify the type of PBX system that you are using so that the CallRex Call Recording can recognize the packet structure. You must set the PBX type in both the CallControl and the CallRecording services. For more information, refer to the Services section of this document.

To select the PBX type

1. Select Configure > Services in the navigation pane.
   



2. Select the CallControl service and click Edit. The Edit Service dialog box opens.



3. Select the name of the PBX type from the PBX Type list.
4. Enter the IP address of the PBX in the PBX IP Address field. This field is active only. Click Save.
5. Select the CallRecording service and click Edit. Repeat steps 3, 4 and 5.
6. Select Call Control Service and Conversion service in the drop down Menus under Associated Services.

Step 3 - Add New User

To record or monitor a telephone call, first you need to add the user with relevant user information. You can either add new users manually or by importing a .CSV file. For more information, refer to the Adding New Users section of this document.

To add a new user

1. Select Configure > Users in the navigation pane.The left pane displays a Users list.
   



2. Click Add. The User Info dialog box opens.
   
3. Enter the first name of the user in the First Name field. This is a mandatory field.
4. Enter the last name of the user in the Last Name field. This is a mandatory field.
5. Enter the extension number of the user in the Ext field. This is a mandatory field.
   Note: The Ext field needs to have at least one numeric value if the PBX type is Microsoft OCS 2007.
6. Enter the agent ID in the Agent ID field.
7. Enter the department name in the Dept field.
8. Enter the username for the user in the Username field. This is a mandatory field.
9. Enter the password for the user in the Password field. This is a mandatory field.
10. Enter the IP address of the user’s telephone in the Phone IP Address field.
11. Enter the extension number in the Other extensions assigned to phone field if multiple extensions are assigned to the phone.
12. Select the IP address of the recording service from the Recording Service list.
13. Enter the Session Initiation Protocol Uniform Resource Identifier (SIP URI) of the user in the SIP URI field if the PBX type is Microsoft OCS 2007. The SIP URI is written as:
    
    SIPURI = sip:x@y
    Where, x is the Username or Extension and y is the domain or IP address of the host.
    Example: sip:james.bloggs@192.168.123.213
    
    Note: The SIP URI field is required only if the PBX type is Microsoft OCS 2007.
    
14. Select the User is Active (uncheck to disable a user) check box to make the user active.
    
    Note: Clear the User is Active check box to make the user inactive. By default, the user is active.
    
15. Click Save to save the data. The user is displayed in the Users list.

You can also add multiple users by importing a CSV file. For more information, refer the section Importing using CSV file details within this document.

Step 4 - Configure the User

You need to assign the user a CallRex license and security profile for recording and monitoring phone calls. The pound sign (#) sign next to the user’s name indicates that the CallRex license is not assigned to the user. The License Type group box also displays available licenses for each license type. The user also needs to be assigned to a security profile.

Note: A "#" next to the user’s name indicates that CallRex license is not assigned to the user. A “*” next to the user’s name indicates that Multi-Media Add-on license is not assigned to the user.

To assign a CallRex license to a user

1. Select Configure > Users in the navigation pane.
2. Select the user from the Users list.
3. In the License Type group box, select a corresponding checkbox to assign a CallRex Unlimited or CallRex On-Demand license.

the user is assigned a phone profile based on the license type assigned to the user. By default, all the users with On-Demand license are assigned On-Demand Only phone profile and cannot be moved into another phone profile.

Note: By default, On Demand users are assigned to an On-Demand Only phone profile, and cannot be moved into another phone profile.

To assign a user a security profile

1. Select Configure > Users in the navigation pane.
2. From the Security Profiles list, select the profile to assign to the user.

The security profile is assigned to the user.

Step 5 - View Phone Activity

After verifying that the user is configured correctly, you can start recording and monitoring telephone calls.

To view phone activity for the user

1. Select Usage > phone in the navigation pane.
2. Select the user whom you want to record or monitor from the Users list.
3. Make a call from the user’s phone. After the call is connected, notice that the user’s Remote Status changes from Idle to On Phone if the user is assigned CallRex On-Demand Only license or to Recording if the user is assigned CallRex Unlimited license.
   
   
4. Select the user in the view pane.
5. In the toolbar, click to monitor the call or to record the call. You can also simultaneously monitor and record a phone.

 

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