setting up touchpoint - enghouse interactive

Enghouse Learning Center Getting Started With CCSP

© Enghouse Systems, Limited | Publish Date: Dec-16 [email protected]

of 9

Setting Up TouchPoint Before You Begin

Installing the Client

Web Administrator is only accessible from Internet

Explorer.

Agent TouchPoint is

accessible from these three browsers.

There are settings that must be set within Internet Explorer to

make sure the software works as intended which we go over later in this

document.

By navigating to the URL provided to you it

prompts the machine to verify and see if the client

is already installed.

Once the machine verifies the software is not

installed the red and black text will appear.



of 9

The red and black text informs you to run a

command in the command prompt as an administrator after the MSI file has been

downloaded and saved into a folder on your C: Drive.

In order to install the software you will have to save your MSI file to your C: Drive. It is recommended that you save it in a location that is easily navigated to within the Command Prompt. In this case I have saved it to a folder called “Temp CCSP”

Once you have saved the MSI File you need to pull up an administrator Command

Prompt so that you can paste the Black text from the

Browser page.

After pulling up the Administrator Command

Prompt you can then navigate to the folder you created and

saved the MSI file into.

Right Click Command Prompt to pull up the Admin option.



of 9

Upon clicking enter in the Command Prompt you will see the Installation Wizard. Click

through this and once it is done click Finish.

After you click Finish in the Install Wizard you will have to navigate back to the URL that

was provided to you so the Client Installer can verify

everything has been installed.

Once it is established that all of the needed applications have been installed you will be presented with the CCSP

TouchPoint Logon Page.



of 9

Creating a Bookmark

In order to create a bookmark for CCSP TouchPoint you will have to make some modifications to the

URL that you are bookmarking otherwise you will run into issues with SIP.

You can name the bookmark what you like, then click Add

From the logon page you can click the Bookmark

icon then Add to favorites.

After you create the bookmark you will then go back into favorites

and edit the properties to change the URL.

https://your.URL.com



of 9

Internet Explorer Settings

Trusted Sites

Now that you have successfully installed applications necessary to run CCSP TouchPoint it is time to make sure certain settings within Internet Explorer are set.

From the login page In Internet Explorer; in the top right corner you will click the

Tools Icon and then select Internet Options.

In the Internet Options dialog box you will click on the Security tab then select the Trusted

Sites Zone. Once you click on the Sites button you will be prompted with the below window.

The Trusted Sites Dialog box has two items to be addressed. The first step is to Add the URL to this zones list. You can use a wild card like I have done by using the Asterisk followed by your URL then clicking Add. The other item is Unchecking the checkbox for verification.



of 9

Security Levels

After finishing the Trusted Sites window and clicking close you will then need to click on the Custom Level button to set the Security

Levels.

Underneath the ActiveX Controls header you will find the first three.

Directly underneath the Miscellaneous header you will

find the final option.

Once the changes have been made click OK.

There are four settings that need to be modified

in this window.



of 9

Upon clicking OK on the previous window you will need to click over to the General Tab then click the

Settings button to make one change.

In the Website Data Settings window we need to “Check for

newer versions of stored pages:” Every time I visit the Webpage

Then click OK to close that window and OK to close the Internet Options window.

You have now configured CCSP TouchPoint for Agents and Supervisors so it’s time to take a look at the first time an Agent logs on.



of 9

Initial Agent Log On

The first time that an Agent logs on to TouchPoint the Preferences window will appear and in order to begin taking calls some information will need to be entered.

In order to begin taking calls there are at least three fields that need to

be filled out.

Country Code

Area Code

Voice Device Address

Once the fields have been filled out you can click on SIP and begin taking

calls.

PRO TIP

If you are unable to select SIP you should Log

out and Log back in.



of 9

Web Administrator Compatibility

In order to utilize Web Administrator there are two more settings that will need to be modified.

In Internet Explorer like we did for Internet Options we will click the

Tools icon then we will select Compatibility View Settings.

In the Compatibility View Settings Window you will need to add the website provided to you for your

Web Administrator webpage.

After clicking Add you can Close the window and click OK; you should be

prompted with an ActiveX popup that will allow you to access the Web

Administrator webpage.

The first step should be to follow the steps mentioned above to get

to the Internet Options window where you can add the Web

Administrator URL to the list of trusted sites.

setting up touchpoint - enghouse interactive

Documents