Simple Setup is a wizard based setup assistant that will guide you throughout the configuration of UCM as well as validate your clusters configuration for use with PhoneView. This includes the permissions, services and configuration of UCM as required by PhoneView for full operation with all the relevant cluster interfaces.
Note: As part of the CTI enhancements to PhoneView Version 3.1 the permissions for the Admin User have changed, the simple setup wizard is will guide users through these changes.
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This is the initial page that provides some background information on this feature as well as the option to choose Easy or Advanced mode. Note: Easy mode only applies to UCM, for adding/updating UCME systems select the 'advanced' option. |
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This page gathers the relevant information to allow PhoneView to interface with the cluster. Review the instructions and ensure the permissions are correct for the 'Admin User'. Enter the required information and then proceed |
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This page validates the 'Admin User' and UCM configuration providing feedback if there are any issues detected. The validation list is interactive, you can select any validation item to review any additional information. All validation Errors or Warnings should be read an understood, a 'Export Test Summary' is available to generate a configuration summary report to send to UnifiedFX Support. |
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This page gathers the 'Phone User' account details. Review the instructions and ensure the permissions are correct. |
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This page validates the 'Phone User' and UCM configuration providing feedback if there are any issues detected. The validation list is interactive, you can select any validation item to review any additional information. All validation Errors or Warnings should be read an understood, a 'Export Test Summary' is available to generate a configuration summary report to send to UnifiedFX Support. |
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This page confirms the Simple Setup wizard is complete. Note: Tick the 'Perform Cluster Scan' to initiate the cluster scan wizard to gather extended device information. |
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