Altigen AltiWeb User manual

AltiWeb™
Manual
12/2006 4404-0001-5.1

WARNING!
Toll fraud is committed when individuals unlawfully gain access to
customer telecommunication systems. This is a criminal offense.
Currently, we do not know of any telecommunications system that is
immune to this type of criminal activity. AltiGen Communications, Inc.,
will not accept liability for any damages, including long distance charges,
which result from unauthorized and/or unlawful use. Although AltiGen
Communications, Inc., has designed security features into its products, it is
your sole responsibility to use the security features and to establish security
practices within your company, including training, security awareness, and
call auditing.
NOTICE
While every effort has been made to ensure accuracy, AltiGen
Communications, Inc., will not be liable for technical or editorial errors or
omissions contained within the documentation. The information contained
in this documentation is subject to change without notice.
This documentation may be used only in accordance with the terms of the
AltiGen Communications, Inc., License Agreement.
AltiGen Communications, Inc.
4555 Cushing Blvd.
Fremont, CA 94538
Telephone: [phone]
Fax: [phone]
E-mail: [e-mail]
Web site: www.altigen.com
TRADEMARKS
AltiGen, AltiServ, AltiWare, AltiContact Manager, AltiLink, AltiConsole,
AltiAdmin, ACM Admin, AltiVRPlayer, AltiWeb, Zoomerang,
AltiMobile Extension, IPTalk, AltiReport, and SuperQ are trademarks or
registered trademarks of AltiGen Communications, Inc.
All other brand names mentioned are trademarks or registered trademarks
of their respective manufacturers.
Copyright © AltiGen Communications, Inc. 2006. All rights reserved.
12/2006 4404-0001-5.1

AltiWeb i
Contents
New in 5.1 Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
License Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
AltiWeb Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Installing AltiWeb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
AltiWeb Directory Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Collecting Form Data, IVR Data, and URL History . . . . . . . . . . 4
Tagging Pages for URL History . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Scenario 1—Caller Data from Web Page. . . . . . . . . . . . . . . . . . . 5
Customizing Contactaltigen.htm . . . . . . . . . . . . . . . . . . . . . . . . . 8
Scenario 2—Caller Data from IVR . . . . . . . . . . . . . . . . . . . . . . . 9
Customizing Contact.htm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Web URL Push/Web Sharing. . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Uninstalling AltiWeb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
AltiWeb Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Symantec Norton AntiVirus Corporate Edition 7.5 . . . . . . . . . . 16
Enable Real-Time scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Schedule Daily Full Scan on all drives. . . . . . . . . . . . . . . . . . . . 18

AltiWeb ii

AltiWeb
AltiWeb 1
AltiWeb
AltiWare Contact Center (ACC) 5.1 and AltiWare Contact Manager
(ACM) 5.1 integrate VoIP, Auto Attendant, and Microsoft Internet
Information Services (IIS) to provide the AltiWeb feature, which allows
internet users to talk to an extension via VoIP and share web pages.
New in 5.1 Release
AltiWeb 5.1 uses SIP IPTalk to replace H.323 IP talk.
• Supports connection through CTProxy
• SIP-based VoIP connection
System Requirements
•Server System: With ACC 5.1 or ACM 5.1 (or above) running on
Windows 2000/XP Professional/2003
•Client System: Microsoft Internet Explorer 6.0 or better, sound card,
Internet access
•Web Server: Microsoft Internet Information Services (IIS) 5.0 or
above
License Requirements
AltiWeb 5.1 requires the AltiWeb Feature License.

AltiWeb Components
2AltiWeb
AltiWeb Components
Figure 1. AltiWeb Component Overview
Installing AltiWeb
Make sure AltiWare ACC/ACM Release 5.1 has been installed on the
system and the link to the network is enabled before continuing with
AltiWeb setup.
Important: Only one AltiWeb client can be opened on a PC.
1. Log in to the client machine using a domain account and make sure it
is connected to the network on which ACC/ACM is running.
2. Exit all Windows applications.
3. Insert the AltiWeb CD into the CD ROM drive of the IIS web server,
open the AltiWeb folder, and run the Setup.exe program. Follow the
step-by-step installation instructions as they appear on the screen.
4. AltiWeb installs into the Home directory of the IIS server. To verify
installation, start IIS, and select Default Web Site. The WebCall
directory appears at the bottom of the directory, as shown below.

AltiWeb
AltiWeb 3
5. Verify the physical location of the AltiWeb directory by right-clicking
“Web Call,” on the Virtual Directory tab of the Properties dialog, the
Local Path field shows AltiWeb’s physical location on the drive (by
default, it is C:\Program Files\Altigen\altiweb).
Figure 2. Logical AltiWeb installation in IIS
Default Web Site
WebCall

AltiWeb Directory Files
4AltiWeb
AltiWeb Directory Files
The following are some of the AltiWeb directory files needed to run the
AltiWeb application.
•Contact.htm—Customer Information page for use with Auto
Attendant
•WebCallNew.htm—displays web call GUI
•webcall.js—script for web call
•WebCallCtrl.cab—ActiveX control for web call
Collecting Form Data, IVR Data, and URL History
You can configure AltiWeb to display Form Data, IVR Data, and URL
History when a web call is answered by an extension with the AltiAgent
application.
Figure 3. Local Path in IIS Properties dialog
Figure 4. Caller Data window in AltiAgent
The URL History shows
all URL paths to tagged
html pages the caller
visited prior to the call.
The Form Data come
from the <form
name=infoForm>
fields in the source
code of Contact.htm
or Contactaltigen.htm
pages.
The IVR data comes
from the Auto
Attendant/Collect
Digit action.

AltiWeb
AltiWeb 5
Tagging Pages for URL History
To appear in the URL history, the pages the caller visits prior to the call
must be tagged, as shown below:
<head>
<script language="JavaScript" src="Webcall.js"></script>
<script language="JavaScript">
tagURL(location.href)
</script>
</head>
For more information on configuring:
• IVR Data: Refer to “Web URL Push/Web Sharing” on page 15.
•FormData:“Customizing Contactaltigen.htm” on page 8 or “Cus-
tomizing Contact.htm” on page 13.
Scenario 1—Caller Data from Web Page
The following scenario, based on contactaltigen.htm, exemplifies the
simplest implementation of AltiWeb.
1. A web caller browses the company web site and has a question
regarding some product information.
2. The web caller clicks the "contact us" link on the web page. The
Customer Information page (contactaltigen.htm) opens.

AltiWeb Directory Files
6AltiWeb
Figure 5. Contactaltigen.htm page

AltiWeb
AltiWeb 7
3. The web caller enters the required information, then clicks the Submit
button. The AltiWeb window (AltiwebNew.htm) appears.
Figure 6. AltiWeb window
Note: If IPTalk is not installed on the caller’s computer (or it’s not
configured correctly), an error message is displayed.
Note: This scenario directly dials a preset extension. You can also set
the AltiWeb window to display a DialPad the caller can use to
dial any extension. For details, refer to “Customizing
Contactaltigen.htm” on page 8.
4. Once IPTalk successfully connects to an AltiGen VoIP port, the web
caller is routed to the proper extension.

AltiWeb Directory Files
8AltiWeb
5. If the call goes to an AltiAgent user, the Caller Data window shows the
Form Data and URL history.
Figure 7. Caller Data in AltiAgent
6. From this point, in addition to voice communication, the agent can
push and share web pages with the caller. For procedures, refer to the
section on “Viewing, Sharing, or Pushing Data” in the AltiAgent
Manual.
Customizing Contactaltigen.htm
You can use the Contactaltigen.htm page to collect caller information, and
automatically direct the call to a specific extension. This collected
information is then displayed on the agent’s screen.
To alter form data:
Using Notepad or another html editor, modify Contactaltigen.htm source
code as follows:
1. Change the ServerIP.
Set the value of the ServerIP to the IP address of the server on which
AltiWare resides.

AltiWeb
AltiWeb 9
<input type="hidden" name="ServerIP" value="206.111.153.203">
2. Set DialPad visibility.
By default, the code is set to hide the Dial Pad (value = "0") and to dial
a specific number (value = "300"). To show the Dial pad, change the
values as shown below:
Show DialPad, Let Caller Dial Extension
<input type="hidden" name="Extension" value=""><input
type="hidden" name="DialPad" value="1">
Hide DialPad, Autoconnect to Extension 300
<input type="hidden" name="Extension" value="300"><input
type="hidden" name="DialPad" value="0">
3. Alter the data collection fields.
Shown below is the form row that collects the caller’s first name.
Copy, modify, or delete variables to your company’s specifications.
<tr>
<td width="240" bgcolor="#CCFF99"><font size="2"
face="Verdana"><b>First Name&nbsp;</b></font></td>
<td width="282"><font face="Verdana"><input
type="text" size="20" maxlength="40" name="FirstName"
tabindex="1"> &nbsp;&nbsp;</font></td>
</tr>
Scenario 2—Caller Data from IVR
The following scenario, based on contact.htm, exemplifies a customized
implementation of AltiWeb.
1. A web caller browses the company web site and has a question
regarding some product information.
2. The web caller clicks the "contact us" link on the web page. The
Customer Information page (contact.htm) opens.

AltiWeb Directory Files
10 AltiWeb
Figure 8. Contact.htm page

AltiWeb
AltiWeb 11
3. The web caller enters the required information, then clicks the Submit
button. The AltiWeb window (AltiwebNew.htm) appears.
Figure 9. AltiWeb window with DialPad visible
Note: If IPTalk is not installed on the caller’s computer (or it’s not
configured correctly), an error message is displayed.
4. Once IPTalk successfully connects to an AltiGen VoIP port, the web
caller sees the Customer Support page, and hears a prompt requesting
the selection of Sales or Tech support.
Note: The DialPad is visible to allow the web caller to close the IVR
Attendant windows and dial a number directly, if so desired.

AltiWeb Directory Files
12 AltiWeb
5. The caller selects Sales, and the Customer ID window
(customerid.htm) appears.
Figure 10. Customer ID window
6. Once the caller enters the customer ID and clicks Submit, the Product
ID window (productid.htm) appears.
Figure 11. Product ID window
7. After the caller enters the product ID and clicks Submit, the web caller
is routed to the proper extension.

AltiWeb
AltiWeb 13
8. If the call goes to an AltiAgent user, the Caller Data window shows
Form data, IVR data, and URL history.
Figure 12. Caller Data window in AltiAgent
9. From this point, in addition to voice communication, the agent and
caller can share web pages. For procedures, refer to the section on
“Viewing, Sharing, or Pushing Data” in the AltiAgent manual.
Customizing Contact.htm
You can use the Contact.htm page to collect caller information, and then
automatically direct the call to a specific extension. This caller information
is then displayed on the agent’s screen.
To alter form data:
Using Notepad or another html editor, modify Contact.htm source code as
follows:
1. Change the ServerIP.
Set the value of the ServerIP to the IP address of the server on which
AltiWare resides.

AltiWeb Directory Files
14 AltiWeb
<input type="hidden" name="ServerIP" value="206.111.153.203">
2. Set DialPad visibility.
By default, the code in contact.htm is set to show the Dial Pad (value
= "1") and not to dial a specific number (value = ""). To hide the Dial-
Pad, change the values as shown below:
Hide DialPad, Autoconnect to Extension 300
<input type="hidden" name="Extension" value="300"><input
type="hidden" name="DialPad" value="0">
Show DialPad, Let Caller Dial Extension
<input type="hidden" name="Extension" value=""><input
type="hidden" name="DialPad" value="1">
3. Alter the data collection fields.
Shown below is the form row that collects the caller’s full name.
Copy, modify, or delete variables to your company’s specifications.
<tr>
<td align="left" width="128" bgcolor="#CCFF99">
<b><small><font face="Verdana">Customer Name&nbsp;</font></
small></b></td>
<td width=22 align=left></td>
<td align=left width=282>
<font face=Verdana>
<input type="text" name="CustomerName" maxlength=40 size=20
tabindex=1> &nbsp;&nbsp;</font></td>
</tr>

AltiWeb
AltiWeb 15
Web URL Push/Web Sharing
An AltiAgent can push a URL or share a web page to a customer who
makes a web call. For web sharing, an agent can select one of the URLs in
the URL sharing list and share it with a customer, who can see the same
page as the agent. When the agent clicks the link in the sharing page, the
customer can see the update.
Figure 13. Web Push/Sharing in AltiAgent
Troubleshooting
If a web caller cannot connect and an error message displays, the cause may
be one of the following:
Error Message Cause
Server connection failed.
Please try again later.
• ACC/ACM IP address is not correct
• ACC/ACM is not running
• Firewall is not open
No more available sessions.
Please try again later.
• All session licenses are used or there are no
session licenses at all.

Uninstalling AltiWeb
16 AltiWeb
Uninstalling AltiWeb
1. In the Windows Control Panel, select Add/Remove Programs.
2. Choose AltiWeb 5.1 and click the Add/Remove or Change/Remove
button, depending on which version of Windows you’re running.
3. Click OK in the dialog box to confirm you want to remove AltiWeb,
and respond to any additional prompts.
AltiWeb Security
AltiWeb uses Microsoft IIS as a web server, which poses web server
security issues common to all Microsoft users. AltiGen recommends the
following basics steps to protecting AltiWare from viruses and worms:
• Update your virus definition every day
• Enable real-time scan and exclude AltiServ and PostOffice folders
• Schedule Daily Full Scan
Computer viruses can penetrate a PC in many ways: network shares, e-
mails, OS security holes, and more. Here are some common practices to
follow. If necessary, open shares for READ ONLY. Monitor Microsoft
security bulletins for updates. Open only the necessary ports on your
firewall.
Symantec Norton AntiVirus Corporate Edition 7.5
Update your virus definition every day
For a Corporate Edition version, administrators can receive updates from
either a dedicated local server or the Symantec LiveUpdate web site. Please
refer to Norton Administration menu on how to set up a dedicated local
server.
To receive updates from the Symantec LiveUpdate web site.
1. Click the File menu and choose Schedule Updates.
2. Check Enable scheduled automatic updates and click the Schedule
button.