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CallShaper CDP Desktop Application Installation Instructions

CallShaper CDP Desktop Application Installation Instructions CallShaper, LLC 5009 Honeygo Center Dr Ste 205 Perry Hall, MD 21128 1-888-276-1370 info@callshaper.com

CallShaper CDP Desktop Application Installation Instructions

CallShaper, LLC
5009 Honeygo Center Dr Ste 205 Perry Hall, MD 21128
1-888-276-1370
info@callshaper.com

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<strong>CDP</strong> <strong>Desktop</strong> <strong>Application</strong> <strong>Installation</strong> Guide


Updated 11/16/2016


<strong>CDP</strong> <strong>Desktop</strong> <strong>Application</strong> <strong>Installation</strong> Guide<br />

Contents<br />

System/Software Requirements ...................................................................................................... 2<br />

Firewall Rules ................................................................................................................................. 2<br />

Installing Java ................................................................................................................................. 3<br />

Installing <strong>CallShaper</strong> Software ........................................................................................................ 4<br />

CALLSHAPER 1


<strong>CDP</strong> <strong>Desktop</strong> <strong>Application</strong> <strong>Installation</strong> Guide<br />

System/Software Requirements<br />

The PC the <strong>CDP</strong> <strong>Desktop</strong> <strong>Application</strong> will be installed on must meet the following requirements:<br />

• Windows XP, 7 8 and 10 are all supported.<br />

• A minimum of 2GB RAM is recommended.<br />

• IE 11.<br />

Note: The Agent application will NOT run on a Mac. The software phone is a native windows<br />

component. <strong>CallShaper</strong> does not have plans to support Mac in the near future.<br />

Firewall Rules<br />

Most default firewall configurations should work without change. Unless you are experiencing issues<br />

getting connected, or are having issues with call audio, you may skip this section.<br />

The application requires the following traffic from the agent workstations to be allowed:<br />

• 207.114.53.0/27 and 216.230.104.0/27 destination port TCP 7780 (client/server protocol)<br />

• 207.114.53.0/27 and 216.230.104.0/27 destination ports TCP/UDP 5060 and 5061 (SIP)<br />

• 207.114.53.0/27 and 216.230.104.0/27 destination ports UDP 6000-31000 (RTP)<br />

For the UDP rules, you should set a NAT timeout of at least 90 seconds (300 seconds if possible).<br />

You should also disable any kind of SIP ALG/"VoIP helper" features your firewall may have.<br />

CALLSHAPER 2


<strong>CDP</strong> <strong>Desktop</strong> <strong>Application</strong> <strong>Installation</strong> Guide<br />

Installing Java<br />

The Agent application requires the latest Java 8 Runtime. If the latest Java 8 Runtime is installed<br />

on the PC, you can skip this step. If not, follow the instructions below.<br />

1. To download the latest Java 8 Runtime, click the link below, or copy and paste into your<br />

browser:<br />

http://www.oracle.com/technetwork/java/javase/downloads/jre8-downloads-2133155.html<br />

2. Accept the License Agreement and select the “Windows x86 offline” version. Windows x64<br />

is not supported.<br />

3. Follow the instructions to download Java.<br />

CALLSHAPER 3


<strong>CDP</strong> <strong>Desktop</strong> <strong>Application</strong> <strong>Installation</strong> Guide<br />

Installing <strong>CallShaper</strong> Software<br />

Once the latest version of Java 8 runtime has been installed, you are now ready to install the <strong>CDP</strong><br />

<strong>Desktop</strong> Client. To install the software, follow the instructions below.<br />

<br />

To download the latest version of our software, click the link below, or copy and paste into your<br />

browser:<br />

http://www.callshaper.com/downloads/Install-<strong>CDP</strong>-Latest.msi<br />

<br />

<br />

Run the installer as a user with Administrative privileges. This .msi can also be deployed using<br />

Active Directory group policies.<br />

To test that the software was installed successfully, you must have a compatible microphone<br />

devise connected to the PC.<br />

To open the application, double click the icon on the desktop or open from the start menu.<br />

<br />

<br />

The application will open with the login<br />

screen.<br />

Test the connectivity by logging in with<br />

the following credentials:<br />

Username:<br />

agent.test@callshaper.com<br />

Password: test<br />

CALLSHAPER 4


<strong>CDP</strong> <strong>Desktop</strong> <strong>Application</strong> <strong>Installation</strong> Guide<br />

<br />

If the login was successful, the agent<br />

dashboard will open and you will hear<br />

“You are now logged in”, followed by<br />

music.<br />

<br />

<br />

Test the audio quality by placing a call to<br />

(855) 978-8533 from another phone.<br />

When the call connects, you will hear a<br />

beep and the screen should pop to the test<br />

script, “Inbound Introduction”.<br />

You can now logout. To do so:<br />

<br />

<br />

Click the End Call Button,<br />

Select “End of Shift” from the Status menu.<br />

CALLSHAPER 5

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