1. In Orchestra, you need to add the Connect unit type(s). For more information about unit types and their configuration, please see the Standard Unit Types Guide. To add the Connect unit type, please follow these steps:
a) In the System Administration application, add the wanted Connect unit type(s), depending on what kind of displays you want to use together with Connect. Also, add the Connect Notification unit type if you want to use notifications.
b) When you have added the unit types, check that the parameters are set to your liking. On the System Administration level, you can define minimum time in seconds between calls, change colors and add a link to your privacy policy.
c) In the Business Configuration application, add the wanted Connect unit type(s) to your equipment profile(s).
d) Configure the unit types in your equipment profiles. On this level, there are quite a few settings that can be configured. For example, you can enable delivered services, and outcomes, if you use them in your system. You can decide whether or not it should be possible to transfer to staff and counter pools, if the called number should be displayed in full screen automatically, and so on. When done, make sure that you click Save your Equipment Profile.
e) Next, configure the unit types for each of your branches. On branch level, you for example decide if the queues view, waiting summary view, transfer button and notes should be available. Make sure that you Save and Publish each branch when done.
2. In the User Management application, select the ConnectCounter role for the user(s) that will be using Connect.
3. You can also check the time and date convention parameters in System administration > Parameters > General Parameters > System to see that they are set to your liking. This will affect how time and date is displayed in Connect.
You are now ready to start using Connect. If you want to use the widget and the Flic button together with your Connect app, please see the two sections below.