Welcome and Login

At the User login window, enter a valid username and password, as supplied by your service provider and click the "Log in" button:

Selecting "Auto login" will skip the user login page on subsequent start up of the UCx Integrator Cara software client.

Select "Advanced" for more connection options

Advanced Options

Access Code Reset

To modify the Access Code, click "Reset" and enter the new Access Code.

NOTE: this should only be performed on the guidance of your service provider.

Options

Select "Use proxy" and "Ignore invalid certificates" only if required and instructed to by your service provider:

First Login Wizard

At the first login after installation, a list of the available telephony devices for your user account will be displayed. Tick the box to enable the device to be available for use. At least one device must be selected and if multiple devices are enabled, the Preferred device can be chosen from the drop down list.

 

The selection can be amended after login through Configuration > Devices.

Note: The Primary device must be selected for Contacts to be displayed or searched in the Presence window.

If the "Softphone" device is available and is selected, the PC audio device configuration settings will be displayed – choose the appropriate audio devices for microphone, speaker and ringer.

 

If "Teams" is selected, the Microsoft Teams user account will request login confirmation:

NOTE: additional configuration is required within Microsoft Teams administration

Importing Data from UCx Integrator v3

If enabled, UCx Integrator Cara can offer to import configuration data from the UCx Integrator v3. Data that can be imported includes:

• User login credentials.
• Presence window Favourites.
• CRM integrations (including 'controlled' integrations but excluding Outlook Contacts).

Note: Integrations that have a v4 integration available in UCx Integrator Cara will still be imported as a v3 integration only, so will need to be configured again manually as a v4 integration if a new feature such as the 'Add Contact' feature is required.

• On startup, user login credentials will be automatically populated:
• Next, a prompt will be displayed confirming the CRM integrations discovered from the v3 installation. Click 'Yes' to import to UCx Integrator Cara

• Next, Presence Window contact detection will appear. Click 'Yes' to import to UCx Integrator Cara v4 as favourites

• Following the Presence contact importing, a pop-up message confirms the quantity imported

• The 'Presence Window' will display the imported contacts as 'Favourites' but will also display the complete User contact list in line with Large Directory Mode settings: