Cisco Cisco Unified CRM Connector 7.5 Installation Guide
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3. You may assign the user a privilege role using the “Add user to role”
drop down, at the bottom of the authentication page. Select a role
from the drop down; two roles are pre-configured “Admins” grants
full administration rights and “Manager” grants more limited control
rights.
from the drop down; two roles are pre-configured “Admins” grants
full administration rights and “Manager” grants more limited control
rights.
STEP 3 (Optional): Correct any user contact information.
You may also change any user settings, their contact information, etc from
this page and the user’s password.
this page and the user’s password.
STEP 4: Save the Changes
Press the “
Save User Changes
” link to save the role changes and any
other changes you have made to the user configuration.
The newly assigned user role will appear below the “Add user to this role”
selection and the user will now be able to log in with the assigned role and
its privileges.
selection and the user will now be able to log in with the assigned role and
its privileges.
Adding a CRM Connector Server
In order to manage a CRM Connector Server (here referred to by its
project name “MCIS,” which stands for multi-channel information server)
you must add it into the Administration Tool. Adding the CRM Connector
Server maps its name (the MCISName) and address (host name or IP
address and port) with the CRM Connector Server: these are the same
values entered into the server’s configuration file (config.ini).
project name “MCIS,” which stands for multi-channel information server)
you must add it into the Administration Tool. Adding the CRM Connector
Server maps its name (the MCISName) and address (host name or IP
address and port) with the CRM Connector Server: these are the same
values entered into the server’s configuration file (config.ini).
STEP 1: Navigate to the System Settings Page
The System Settings page lets you associate a CRM Connector Server
within the Administration Tool, as well as change or delete existing
associations. Figure 4-6: Server Settings Page shows the initial page, with
no servers associated.
within the Administration Tool, as well as change or delete existing
associations. Figure 4-6: Server Settings Page shows the initial page, with
no servers associated.
STEP 2: Add the Server settings.
To add a server, press the “
Add New MCIS Server
” link; this will navigate
to the server settings entry page (Figure 4-7: Server Setting Entry Page).
This prompts for three entries:
This prompts for three entries:
Figure 4-6: Server Settings Page