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Version: 8.2

Set up integration with Avaya

Level: intermediate

To set up an Avaya integration, take the following steps:

  1. Set up Creatio Messaging Service. Read more >>>
  2. Set up the message exchange library. Read more >>>
  3. Set up the Avaya parameters. Read more >>>

In Creatio, the Avaya integration functionality requires a separate license. You need to generate a license request, send it to our service team, upload the received license file into the system, and distribute the licenses among the users. Read more: Creatio licensing and Manage user licenses.

The integration is only possible if complete preliminary Avaya setup was performed by the phone integration administrator.

Important

If you set up the telephony for a Creatio production environment, deploy Creatio Messaging Service on a separate node rather than on the Creatio application server. To ensure the fault tolerance of your phone integration, we recommend setting up at least two nodes with Creatio Messaging Service, as well as a balancer that would redirect users in case of lost connection with one of the nodes.

1. Set up Creatio Messaging Service (formerly Terrasoft Messaging Service)​

The messaging service allows you to connect Creatio to Avaya via the DMCC .NET API integration protocol and distribute the call events between Creatio users.

Important

Install Creatio Messaging Service on a .NET Framework Windows server to integrate Avaya PBX.

DMCC .NET API integration protocol requires licenses. The number of licenses should correspond to the number of Creatio users who simultaneously use Avaya phone integration. See Avaya documentation for more information.

note

Your PBX must include Avaya Application Enablement Services (AES) component for Avaya phone integration. The integration is available for AES server version 10.1.x and later.

  1. Before installing Creatio Messaging Service (CMS), make sure that your computer runtime environment has:

    • A .NET Framework package version 4.7.2 or later on the server where you are going to install Creatio Messaging Service.
    • At least 2 Gb of RAM and 20 Gb of free drive space.

  2. Contact Creatio support to receive the messaging service installation files or download the files via the URL: Download Creatio Messaging Service. Unpack the archive to a folder to ensure a smooth installation. If you run the installation directly from the archive, the archiver application may interfere with the install wizard.

    Important

    Deploy CMS on the server connected to both the Creatio application server and the PBX. Read more: Telephony integration basics.

  3. Run the Creatio Messaging Service Install.msi file on the machine intended as the message exchange server and proceed with the installation.

  4. Make sure that the "TerrasoftMessagingService" service is running in the Windows Services application. If the "TerrasoftMessagingService" service is not running, start it manually.

  5. Open the folder with the service files: ~\BPMonline Messaging Service. Specify the following parameters for Avaya connector in the "Terrasoft.Messaging.Service.exe.config" configuration file:

    <avaya serverIp="" port="4721" useSecureSockets="False" ctiUser="" psw="" protocolVersion="http://www.ecma-international.org/standards/ecma-323/csta/ed3/priv6" switchName="CM">...</avaya>

    See the list of configuration file parameters in the table below.

    Parameter caption

    Parameter function

    avaya serverIp

    AES server address.

    port

    Connection port to AES server. Default value: "4721" for the unsecured connection or "4722" for the secured connection.

    useSecureSockets

    The checkbox for the encrypted connection usage requires adding a certificate. By default, "False."

    ctiUser

    Avaya AES (Avaya AES user login) username.

    psw

    Avaya AES user password.

    protocolVersion

    The protocol used to connect to AES server. the default value: http://www.ecma-international.org/standards/ecma-323/csta/ed3/priv6.

    switchName

    Avaya (hostname Avaya switch) hostname switch.

  6. Test the phone integration.

note

Follow this instruction if you need to update the Creatio Messaging Service.

2. Set up the message exchange library​

Message exchange library selection and setup is performed once by the system administrator.

  1. Open the system designer by clicking btn_system_designer00001.png in the top right corner of the application window.

  2. Click "System settings" in the "System setup" block.

  3. In the "Default messages exchange library" ("SysMsgLib" code) system setting, set the default value to "Telephony integration library based on Avaya (DMCC) protocol."

  4. Specify the message service connection parameters. To do this, open the "Message exchange server" ("SysMsgServerNode" code) system setting. In the Default value field, specify the message exchange network address in the following format: "ws://0.0.0.0:2013" if your website is served over HTTP or "wss://0.0.0.0:2013" if your website is served over HTTPS, where:

    • "0.0.0.0" – IP address that your Creatio users use to access your message exchange server.
    • "2013" – the port used by default for connecting to the messaging service. You can change the port number in the "Terrasoft.Messaging.Service.exe.config" file.
    note

    If your website is served over HTTPS and secure (WSS) connection is used for WebSockets, you will need to install a security certificate on the message exchange server and specify it in the configuration files of the message service. Learn more: Configure a WSS phone service connection.

  5. Click Save.

3. Set up the Avaya parameters​

These settings should be applied for each Creatio user who received Avaya integration license. Use the user login credentials to access the system.

  1. Open the user profile page by clicking the Profile image button on the main page of the application.

  2. Click the Call Center parameters setup button.

  3. On the opened page, fill out the required values:

    1. Disable Call Center integration – this checkbox allows you to disable Creatio integration with the phone integration. The call button will not be displayed on the communication panel of the application.
    2. Agent's Id, Password – agent's data on Avaya server.
    3. Number – agent's number on the Avaya server.
    4. Enable debugging – this checkbox allows you to display troubleshooting information within the browser console. This troubleshooting information can be used when the phone integration runs into problems and the customer addresses the service team.

  4. Click Save.

  5. Refresh the browser page to apply the changes.

See also​

Set up integration with Asterisk

Set up integration with Cisco Finesse

Set up integration with TAPI

Set up integration with CallWay

Set up integration with Infinity X