The Phone Manager installation is available in two versions, 32 bit and 64 bit. Ensure you use the correct version for the operating system you are running.
Do not install Phone Manager from a network share. Copy it to a local drive first to ensure any prerequisites are installed correctly by the operating system.
The installation package may request a restart of the computer depending on the packages that need to be installed.
From release 5.0.12 of Phone Manager a new version of the Plantronics API is used for headset support. If you have previously deployed Phone Manager with Plantronics headset support then the Plantronics Spokes software must be uninstalled before upgrading Phone Manager.
If a previous version of Phone Manager is already installed the new version can be installed over the top.
- Run the correct client setup file for the PC and follow the on screen instructions (As part of the installation additional Microsoft elements maybe installed. See software requirements for a detailed list).
If the setup prompts to restart during the process then allow the restart and re-run the installation afterwards.
- Accept the License Agreement, Softphone Agreement and complete the User & Organization section.
- On the 'Setup Type' screen make a selection between 'Typical, Complete or Custom' and press 'Next' to continue installation.
- Typical - Installs most common Phone Manager components, excludes TAPI driver and Headset integration support
- Complete - Installs all Phone Manager features
- Custom - Allows the installer to choose which features to install
- Select the client location options based on whether the PC will be moving around (laptop) and whether the current location is local to the office or remote.
- If required enter the connection details for the Communication Service and local extension number If the Communication Service is on the same LAN segment this can be left blank, Phone Manager will send a broadcast to attempt to it.
The installation should now complete, all the user has left to do is enter their login credentials to connect.
Call Recorder Client
The Call Recorder Client is contained within the Phone Manager Desktop installation. If the Typical setup type is used the Call Recorder Client is NOT installed. The Complete or Custom setup type must be used to install the Call Recorder Client.
Unattended installations of just the Call Recorder Client are possible, please see the Unattended Installations section for more information.
