Create an adapter

  1. Click General Setup > Integration Adapters > Settings.

  2. Click Create.

    Settings screen under General Setup

  3. In the right-hand pane, under Choose a CTI Adapter to create, select the type of adapter that you are going to use.

    Settings screen under General Setup

  4. Specify settings for this adapter in the right-hand pane. The following settings apply to all adapters. For settings specific to the adapter being created, refer to the associated Integration Guide.

    Field

    Description

    Adapter Name

    Type a unique name for this adapter. Do not use any special characters or characters that truncate xml. This is a required field and is not case sensitive.

    Description

    Type a description of the adapter.

    Adapter Type

    This is a read-only field that specifies the adapter selected above.

    Startup Type

    Select a startup type: Automatic, Manual, or Disabled. This is a required field.

    DataSource

    Select the data source to which you want to associate this adapter.

  5. Under Advanced Settings, use the Key and Value fields to enter any proprietary configuration for the Recorder Integration Service to use for this specific adapter.

  6. Click Save. The adapter appears in the left-hand pane.

Edit an adapter

Delete an adapter

Start, stop, or restart an adapter