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Calling Card Setup, Task One: Generate a Calling Card

This article gives guidance to Rescue Administrators.

The first task in the process of setting up a Calling Card is to generate a Calling Card installer for a channel.

  1. On the Organization Tree, select the channel for which you want to generate a Calling Card.
  2. Select the Channels tab and scroll to the Generate Calling Card for this Channel section.
  3. Give the Calling Card a meaningful name in the Installer Name box.
    Tip: In large organizations with many Calling Card installers, always use a meaningful installer name to help identify different installers.
  4. Select the operating system you want to generate the Calling Card for.
    Note: Check Windows Service Mode if you want to use the Calling Card as a Windows service. The feature is available from Calling Card v.7.51.1043.
  5. Click Generate.
  6. On Windows operating systems run the .msi file to install it on the local machine or save the .msi file to a folder on the local machine or on a network for later manual distribution. On Mac operating systems unzip and save the file to a local or network location for later manual distribution. On Linux operating systems save the rescue-callingcard.deb Debian package to the local machine.
Results: You will see the Calling Card details on the Channels tab in the Generate Calling Card for this Channel section.

Each Calling Card installer that you generate has a unique Referral ID. This Referral ID is tracked when a new Rescue session is started using the Calling Card application and it will appear in any session reports.

Example: Using Multiple Installers

Every installer is linked to a particular channel; however, administrators can track sessions based on different installers by generating multiple installers for the same channel.

This may be useful, for example, if you have two Technician Groups and you want to measure how many sessions are launched from each group's installer. The two Technician Groups will have two different Referral IDs for their Calling Card. Both of the groups then start to deploy Calling Cards and you are then able to see how many sessions originate from each deployment.

Similarly, you may want to use two website landing pages for your installers. By using separate Referral IDs, you can track which one is used more often, based on the number of sessions started.

Article last updated: 24 July, 2023