Tech bulletin for Ultimate Call Accounting version 10 Step-by-step Setup of Call Accounting:

1.    Obtain a PC.  The customer will need a PC running Microsoft Windows XP, Vista, 7, or Server 2003 or later.   The PC must always be on and logged in to Windows.  It does not need to be dedicated, but does need Internet access in order to download the software.  RAM and hard drive requirements are modest and should not be an issue.

2.    Equip the telephone system for SMDR with the needed serial card or IP license.  SMDR over IP is often included with the phone system.

3.    Download and install the software.  Go to www.ultcom.com and select Downloads from the menu across the top of the page.  Then click on the link for Download Call Accounting 10.0+.  When asked whether to save or run, choose run.  Your browser may give you one or more warnings about downloading software at this point.  Press Run or Yes to continue.  Press Unzip, then OK to begin the installation.  Press OK again to proceed.  Press the large button to install the software to the indicated folder.  Setup asks you to enter the program groups where the software will be added.  Press Continue to both of these prompts.  Acknowledge the “completed successfully” box by pressing OK.

4.    Start Ultimate Call Accounting using the Windows start button.  You will find it in All Programs-->Ultimate.

5.    Fill out the Pricing Wizard with the desired rates for 7-digit local and 1+ long distance calls.  If you do not know the rates the customer wants, you may set local calls to free and enter 0 for the long distance rates.  You may go back to the Pricing Wizard once you know the rates.  The rates must be entered as dollars and cents.  For instance, if you want 3 cents, enter .03, not 3.  The Centrex 9 box should not be checked, except in rare cases (talk to us first).  Enter the customer’s home area code and click OK.

6.    Complete the Initial Setup form.  Fill in the company name and select the phone system from the drop down list.  Under SMDR Configuration, select a COM port if the SMDR will be received on a serial port.  This will usually be COM1 for a built-in serial port, or some higher number like COM3 for an external serial adapter.  You can then set the baud rate and settings for the serial port.  If, instead, the SMDR is provided on a TCP/IP connection from the phone system, choose TCP/IP Client (for most phone systems) or TCP/IP Server (for Toshiba phone systems).  You can then set the Node Name/IP address for the phone system (if using the Client setting) and TCP port.  The TCP port must match the port the phone system uses.  Press the Connect button to initiate TCP/IP communication.  You should leave all other settings at their defaults for now.  Press Continue.  If a Windows Firewall alert is shown, select Allow Access.

7.    Enter the default password (level3) in Security-->Enter Password to gain access to program features.

8.    Make a test phone call to see if call data is being processed.  You should see data in the second (Last Processed Data) box.   If not, check the COM port or IP address, baud rate or TCP port , and phone system type in Maintenance->Settings-->General.  If these look correct, but there is still no data in the Last Processed Data box, send an e-mail to support@uspnet.com.  Ultimate Dealers can call the dealer tech support number.

9.    Activate the software.  Click the flashing red message at the bottom of the call accounting main window, “Activation needed – click here.”  If this is a purchased copy of Call Accounting, call the number shown and be ready to provide the Ultimate order number (if you have one), the two 10-digit numbers on the left, your name, your company name, and the name of the site.