help • 2 Configuring VisualGroups • Initial setup via configuration wizard
2.1 Initial setup via configuration wizard
When the installation is completed, you can use the configuration wizard to configure VisualGroups initially.
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For the initial configuration SwyxWare system administrator rights are required.
 
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After 10 minutes of inactivity you will be logged off automatically of the web portal due to safety reasons.
 
How to configure VisualGroups initially
1 Open the web portal using one of the following options:
*Link from the installation wizard,
*Desktop shortcut created during the installation or
*manually via web browser, see 2.2 Further configuration.
*The VisualGroups configuration wizard login page appears.
2 Log in with your user account. The user account must have SwyxWare administration right.
3 Click on Next to start the initial configuration.
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If you cancel the initial configuration and start the configuration wizard at a later stage in an existing installation, all settings will be reset.
 
*Your VisualGroups lincenses are being checked.
*An overview of your VisualGroups licenses appears:
*License: Your VisualGroups lincense
*Number of queues: Current number of your licensed queues
4 Click on Next.
5 Enter names for the queues. The name appears in the users’ SwyxIt! Classic or netphone clients and in the VisualGroups reports.
6 Assign skins and users to your queues:
*Queue: From the dropdown list select the required queue.
*Skin: From the dropdown list select the VisualGroups skin you want to assign to the user.
*Available users: From the dropdown list select the group from which you want to assign users to the queue.
*Wrap-up time mode: From the dropdown list, select the required mode for the wrap-up time. For an explanation of the modes, see 2.2.5 Wrap-up time.
*Users: Activate the checkbox in the line of the user you want to add or activate the checkbox in the User line to add all users in the list.
7 Click on the “Arrow” symbol to assign the selected users to the queue.
You can also assign users via drag and drop.
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You can enter a name into the search bar to search for a user.
 
8 Click on Next.
9 Define the reporting settings:
*Report type Activate the checkbox of the time interval in which you want to receive your usage reports.
*Reporting time interval Activate the checkbox of the day of week on which you want to receive your usage reports.
*Language for usage reports: From the dropdown list select the language in which you want to receive your usage reports.
*Reporting time: Enter the beginning and the end of the time span in which the usage reports shall be created (e. g. your office hours).
*Recipient's email address: Enter the email address to which your usage reports shall be sent.
*User information in report: Activate the checkbox if the report should contain user information.
10 Click on Next.
11 Validate your SMTP settings and enter your password for the authentification of SwyxServer at the SMTP server.
12 Click on Next.
*The web portal start page appears.
13 Click on Finish to finish the Initial setup.
*The initial setup has been completed. You can use the web portal for further configurations.
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After the Initial setup is completed, every SwyxWare administrator with a corresponding administration profile can use the web portal to configure VisualGroups, see 2.2 Further configuration.