Preferences

From Intuitive Voice Support Wiki

The Preferences menu provides a variety of configuration options, allowing you to easily manage and maintain your preferences. The Preferences window is accesses by selecting Tools / Preferences from the main iView menu. The Preferences window displays, providing the following configuration options: Administration Login, Call Popup, General, Install/Update, Profiles and Remote Extension Box Size.

Contents 1 Administration Login 2 Call Popup 2.1 Caller Id Popup 2.2 URL Popup 3 General 4 Install/Update 4.1 Validate Updates 4.2 Update Policy 5 Automatic Updates 5.1 Update Schedule 5.2 Download Options 6 Profiles 6.1 Profiles 6.2 Profile Editor 6.3 Server 6.4 Login 7 Remote Extension Box Size

Administration Login

The Administration Login section allows you to configure an administrator profile, adding an Administration tab to iView where you will be able to configure most aspects of iView. See the iView Administrator User Guide for further information.

Call Popup

To Configure Call Popups

Caller Id Popup

iView provides users with a small caller ID popup that can be configured to display in the bottom right hand corner of the screen on an incoming call.

1. Click Enabled to allow iView to display a Caller ID Popup on an incoming call.
2. In the Leave popup open for…field, enter the number of seconds to leave the popup open.
3. Click Restore Defaults to revert to the default settings.
4. Click Apply to save your changes.

URL Popup

iView allows users to open a URL in their default web browser and populate the browser with the calls caller ID information inserted into that URL. This allows iView to integrate with web based CRM applications.

1. Click Enabled to allow iView to display a URL Popup on an incoming call.

iView allows users to open a URL on calls from office extensions.

2. Click Open URL on calls from office extensions and configure the URL field to display URL Popups on calls from extensions that are configured within iView.

Note:  URL options include:  %CID_NAME% to insert the caller’s name and %CID_NUMBER% to insert the caller’s number.

3. Click Restore Defaults to revert to the default settings.
4. Click Apply to save your changes.

General

1. Click Minimize to Tray to allow iView to be minimized to the system tray when the Minimize button is clicked.
2. Click Close to Tray to allow the iView window to close when the Close button (X) is clicked.

Note:  iView will remain active and display as an icon   in the system tray.

3. Click Restore Defaults to revert to the default settings.
4. Click Apply to save your changes.

Install/Update

Install/Update allows you to select the appropriate options to be used when iView updates become available.

To Configure Install/Update

1. In the Maximum number of history configurations field, enter the number of history configurations to remember.
2. Select the Check digital signatures of downloaded archives checkbox to check the signature for archives that are downloaded.

Note:  If you have chosen to disable Check digital signatures for downloaded archives, unsigned archives may contain 
software that can harm your computer.

3. Select Automatically select mirrors to automatically select other mirror sites that the update can look for.
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Validate Updates

4. Select equivalent (1.0.1 -> 1.0.2 – only service increments) to update iView only on service increments.
5. Select Compatible (1.0.9 -> 1.1.0 – service and minor increments) to update iView on service increments and minor increments.
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Update Policy

6. In the Policy URL field, enter the URL for the update policy.
7. Click Restore Defaults to revert to the default settings.
8. Click Apply to save your changes.

Automatic Updates

To Configure Automatic Updates

1. Click Automatically find new updates and notify me to automatically find new updates, when available, and notify you when they are available.

Note:  This enables the Update Schedule and Download Options areas.

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Update Schedule

2. Click Look for updates each time platform is started to automatically look for iView updates each time the platform is started.
3. Click Look for updates on the following schedule and set your update schedule (day and time) to look for iView updates.
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Download Options

4. Click Search for updates and notify me when they are available to be notified when iView updates are available.
5. Click Download new updates automatically and notify me when ready to install them to automatically download iView updates and send a notification to you when they are ready to be installed.
6. Click Restore Defaults to revert to the default settings.
7. Click Apply to save your changes.

Profiles

Profiles allow you to create new profiles, remove existing profiles and configure existing profiles. Available configurations include profile options, server options and login options.

To Configure Profiles

Profiles

The profiles area displays all profiles that have been created.

1. Click New to create a new profile.
2. Click Remove to delete a selected profile.
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Profile Editor

3. In the Name field, enter a name for the selected profile.
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Server

4. In the Host field, enter the IP Address of the server the selected profile will connect to.
5. In the Port field, verify the default port is set to 50000.
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Login

6. In the Location field, verify the default location is set to default.
7. In the Tenant field, verify the default tenant is set to default.
8. In the Username field, enter the extension number.
9. In the Password field, verify the default password is set to iview.
10. Click Apply to save your changes.
11. Click OK to save your changes and close the Preferences window.
12. Click Cancel to ignore all changes and close the Preferences window.

Remote Extension Box Size

By default, iView will resize the extensions boxes for remote extensions in the Simple and Detailed views to show the entirety of all extension information.

To Configure Remote Extension Box Size

1. Click Dynamic to allow the extension box sizes to change as the local and remote windows are resized.
2. Click Fixed and enter the box size (in pixels) to set and display for all extensions.
3. Click Restore Defaults to revert to the default settings.
4. Click Apply to save your changes.