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.