Getting Started

Getting started with PeopleSoft CTI is a three-step process that involves:

• Signing in to the PeopleSoft system.

• Specifying your extension information.

• Connecting to your CTI middleware.

The first time that you access PeopleSoft CTI using the applet-based solution, a Security Warning dialog box may appear prompting you to trust information from PeopleSoft. Click the Yes button.

This example illustrates the Security Warning dialog box.

The Security Warning dialog box may not appear if:

• You have previously accepted PeopleSoft applets as trusted.

• The system is not correctly installed.

Note:

If you have any questions or concerns about this warning, contact your system administrator.

To sign in to PeopleSoft CTI:

1. On the PeopleSoft sign-in page, enter your PeopleSoft user ID and password as you normally do to sign in to the PeopleSoft system.

2. Click the MultiChannel Console link in the universal navigation header.

3. On the CTI control bar, set your configuration by performing the following actions:

   • Ensure that your agent ID appears beneath the CTI Agent ID label.

   • Ensure that the appropriate queue name appears beneath the Queue label.

     Queues are discussed in a subsequent section.

   • If you are signing in from a workstation with a different extension, enter the current extensions in the Extension field.

   • The Extension Type field indicates whether an agent can receive calls by way of a queue or just from a directory number (DN).

     If this value is set to Queue, the console offers options that are queue-specific, such as being able to log on to a queue.

   • Click the Activate button to sign in to your CTI middleware.

     The CTI console appears.