Logging on to Avaya one-X Agent

You must register your station with Communication Manager to configure your system preferences, make, and receive direct calls, or to sign in as an agent. The system logs you in automatically if you or an administrator has enabled automatic registration in the System Settings panel.

If you are a first time user, if the system recognizes Avaya IP Agent in your computer, it imports your logging credentials, contacts, and contact logs when you log on to Avaya one-X Agent. The Avaya one-X Agent client shows an Import Settings from IP Agent/IP Softphone dialog box when you log in to the system for the first time. You can choose Import Login Settings, Import Call History, and Import Contacts from the dialog box. Avaya one-X Agent detects the database file and shows the path in the Database File field. The selection appears in the corresponding windows on Avaya one-X Agent. However, ensure that you have logged out of Avaya IP Agent while importing the details.

Avaya one-X Agent 2.5 supports migration of older agent profiles (Avaya one-X Agent 1.0 or Avaya one-X Agent 2.0), if you are using local profiles. When you start the Avaya one-X Agent 2.5 application, the system recognizes the application and imports the profile from older release and stores it in to the Avaya one-X Agent 2.5 profiles. If there are profiles from Avaya one-X Agent 1.0 and Avaya one-X Agent 2.0, then the application imports profiles from Avaya one-X Agent 2.0. The application applies the default values of the Avaya one-X Agent 2.5 release for new fields in the migrated profiles.

Prerequisites

Before logging on to the application, obtain the following user credentials from your system administrator:

  • For Central Management login — user authentication ID and password

  • For telephony login — extension, password, and IP address of Communication Manager

  • For Agent login — extension Login ID and password

  • For IM login — IM user name, password, domain name, and IP address of Presence Server

NoteNote

If Presence Services is not installed, the IM user name, password, and IP address of the Presence Services are not required. For installations without Central Management, all the above credentials except User authentication ID and password are required.

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Use the following steps to log on to Avaya one-X Agent.

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  1. Launch Avaya one-X Agent on your computer.

    The User Authentication window appears, if you are not using Single Sign-on. Your user credentials get authenticated against the servers, namely, Communication Manager, Central Management, if deployed in your network. The system attempts to log on using the last-used profile, if the agent is not able to log on to Central Management. The previous configuration saved to the local cache will be used to authenticate the agent and logs you on to Avaya one-X Agent. If no configuration is cached, Avaya one-X Agent will create and use a new default configuration.

  2. In the User Authentication window, enter your ID and password in the appropriate fields.
    NoteNote

    This step is not required, if you are using Single Sign-on or if Central Management is not installed as a part of server installations. The Welcome window appears after launching Avaya one-X Agent.

    The Welcome window may display a welcome message or an important instruction configured through Central Management, provided Central Management is installed as a server component.

    You can complete the initial configuration using the Welcome window menu, when you launch Avaya one-X Agent on your personal computer for the first time. The initial task may include configuring your agent settings, defining your user profile, or setting the dialing rules. To configure the basic settings, see Setting up the initial configuration.

  3. On the Welcome window, click OK.
    If then
    automatic registration is enabled settings in the System Settings login panel, the system logs you on to Avaya one-X Agent automatically.
    you have not enabled automatic registration settings in the System Settings login panel, the system prompts you to enter the user credentials. You must enter your user credentials for each of the subsequent login windows.
    you have multiple user profiles and have not enabled the Automatic execute all logins for the selected profile option in the System Settings login panel, the system displays the profile selection window with preferred profile on the top of the list. You must choose appropriate profile from the profile selection drop-down list to proceed.
    Avaya one-X Agent is administered with Central Management, and the administrator has set the preferred profile in Central Management, the system displays the profile selection window with preferred profile on the top of the list. You must choose appropriate profile from the profile selection drop-down list to proceed.
    Avaya one-X Agent is administered with Central Management, and the administrator has disabled the local profile administration in Central Management, the system logs you on to Avaya one-X Agent automatically with the preferred profile set in Central Management.

    The Login window appears.

  4. On the Login window:
    1. In the Extension field, enter the telephone extension number.
    2. In the Password field, enter the password.
    3. Click Log in.

      The Agent Sign In to ACD window appears. To make and receive ACD calls, you must log on to the ACD server using the agent id.

  5. On the Agent Sign In to ACD window:
    1. Select the Automatically sign into the ACD server option, if you want Avaya one-X Agent automatically log to the user on to the ACD after successfully registering the extension with Communication Manager.
    2. In the Agent field, enter the agent login ID.
    3. in the Password field, enter the password.
    4. Click Log in.

      The Connect to IM Server window appears. The Connect to IM Server window will not appear, if Presence Services is not a part of your deployment. In such case, you are directly logged on to Avaya one-X Agent after this step only if you or your administrator has enabled the Activate IM Presence option in the IM tab.

  6. On the Connect to IM Server window:
    1. In the User Name field, enter your IM user name.
    2. In the Password field, enter the password.
    3. In the Domain field, enter the IM server domain name.
    4. Click Log in.

      The system logs you on to Avaya one-X Agent.

    NoteNote

    The respective details appear as you log on to Avaya one-X Agent.

    If you have logged into Avaya IP Soft Phone, a warning message appears. You need to log out to be able to import contact logs into Avaya one-X Agent.

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