Thursday, March 10, 2011

Goautodial Installation Guide

Default usernames and passwords

 
Login Password
Terminal/SSH root vicidialnow
MySQL (mysql -u root -p) http://192.168.1.2/phpmyadmin/ root vicidialnow
VICIDIAL Admin – http://192.168.1.2/ admin vicidialnow
vTiger – http://192.168.1.2/vtigercrm/ admin vicidialnow
Phone Login (SIP) – http://192.168.1.2/ 100 upto 150 test
Phone Login (IAX) – http://192.168.1.2/ 300 upto 350 test
SIP Phone Credentials cc100 upto cc150 test
IAX Phone Credentials cc300 upto cc350 test

Requirements

Download the GoAutoDial CE 2.0 final release from http://goautodial.com/download/ - Burn to CD using program like Nero on Windows or K3B on Linux and configure your server to boot from CD.

Installation

Boot machine from the GoAutoDial CD and hit Enter to get started. 
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The automated installer takes care of everything so you just need to wait for around 15 minutes
depending on your hardware for the whole installation process to finish. 
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Starting package installation  
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Halfway through the package installation 
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Package Installation almost finished 
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Running post-install scripts 
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Installation Complete! Press Enter and remove the installation CD.

Configurations

Login using the following user account:
username: root
password: vicidialnow 
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Open http://192.168.1.2/ using Firefox 
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Click on ADMIN LOGIN
username: admin
password: vicidialnow  
Click on Systems/Network > Configuration > eth0 config 
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Set the default gateway and click Save 
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If you changed the IP address of the server you also need to update the IP addresses entries in the database: 
Click on Systems/Network > Configuration > Update DB IP 
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Click VICIDIAL ADMIN 
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Create a new CARRIER/TRUNK: 
Admin > Carriers > Add A New Carrier > Fill in the account details from your VOIP provider > Submit 
Sample Entry: 
register => 11111111111:2222222222@66.232.105.238:5060/11111111111 
[goautodial]
disallow=all
allow=g729
type=friend
secret=2222222222
username=11111111111
host=sip.goautodial.com
dtmfmode=rfc2833
context=trunkinbound
qualify=yes
insecure=very
nat=yes
fromdomain=sip.goautodial.com 
exten => _91XXXXXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log)
exten => _91XXXXXXXXXX,2,Dial(SIP/${EXTEN:1}@goautodial,,tTo)
exten => _91XXXXXXXXXX,3,Hangup 
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Activate Newly created Trunk by setting Active = Y > Submit 
Load Leads for List ID 101: 
Create a csv/text file file with the following contents, 
replace 8662434357 with your own number for test calls: 
"PHONE NUMBER","FIRST NAME","LAST NAME ","ADDRESS1","CITY","STATE","POSTAL CODE"
8662434357,"first1","last1","Address 1","city","CA",12345
8662434357,"first2","last2","Address 2","city","CA",12345
8662434357,"first3","last3","Address 3","city","CA",12345
8662434357,"first4","last4","Address 4","city","CA",12345
8662434357,"first5","last5","Address 5","city","CA",12345
Save the file as testlist101.csv then go to: 
Lists > Load New Leads > Browse the testlead.csv file >
type 101 in the List ID Override> type 1 in the Phone Code Override >
Select Custom Layout > Submit 
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Select the appropriate fields via the drop down menu then click OK TO PROCESS 
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If the loading of leads is successful you can see the following window: 
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Go to Campaigns > TESTCAMP 
You can see that the leads are successfully loaded and there are currently 5 leads in the dial hopper. 
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If the dial hopper is not being populated try to set the Local Call Time to 24hours:
Campaigns > TESTCAMP > Detail view> Set the Local Call Time to 24 Hours > Submit 
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Configure your favorite Softphone, for this document I used Twinkle with the following credentials:
Username:cc100
Password: test
Realm/Domain: 192.168.1.2 
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From the main page click on AGENT LOGIN: 
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and login using the following credentials:
Phone Login: 100
Phone Password: test
User Login: agent001
User Password: test
Campaign: TESTCAMP 
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When you login, your phone (extension 100) will ring, answer it and you will hear 
 
“You are currently the only person in this conference” don't hang up until you logout form the Agent Interface.
Click LEAD PREVIEW > DIAL NEXT NUMBER > DIAL LEAD 
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If the call is successful you will see the LIVE CALL indicator turn to GREEN.
After the Call click HANGUP CUSTOMER and select a CALL DISPOSITION.
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After taking calls logout properly using the LOGOUT button at the upper right portion on the agent screen.