SIP Setup for PC Users

SIP Setup for PC Users

Complete the tech setup steps listed below on the machine you will be using for work. Please note that we cannot support Windows 7 or 8, the use of tablets, mobile devices, or netbooks (e.g.: Chromebook) for our call center applications, and we do not allow employees to use multiple machines.

Additionally, you need to be connected to your modem through Ethernet cable, and you’ll need a USB headset with a wire that plugs into your machine. No WIFI. You will need your mobile device for our multi-factor authentication, so please have both your work machine and mobile device when working through these steps.

Note: This page is for PC users only. If you are a MAC user, please click here.

For IT Support during business hours, click the chat icon on the right side of the page.

IT chat hours: Mon-Thurs 6 AM – 6 PM Pacific, Fri 6 AM -5 PM Pacific, Sat 6 AM -3 PM Pacific, Sun 8 AM – 3:30 PM Pacific

Expected setup time needed: Approximately 30 minutes

 

Step 1: Chrome Check

Ensure Chrome is Installed

You will need to use Google Chrome as your browser for your work with us.  If you don’t already have Google Chrome, click here to download it. 

If you are using Chrome to view this page continue to the next step. If you are using a non-chrome browser, install Chrome and reopen this page in Chrome once installation is complete.

 

Adjust Chrome Settings

1. Click the stack of 3 dots on the upper-right of your screen:

2. Select “Settings” from the menu that appears. This will open a new browser tab.

3. On the right menu bar of the new page, click into “Autofill”:

4. Click “Payment methods”:

5. Make sure that both “Save and fill payment methods” and “Allow sites to check if you have payment methods saved” are toggled off, as shown in the image below.

6. On the left-side “Settings” menu, click “Privacy and security”:

7. Click into “Site Settings”:

8. Scroll down and click into the “Pop-ups and redirects” row, under “Content”:

9. Make sure “Sites can send pop-ups and use redirects” is marked, and click “Add” to the right of the “Allowed to send pop-ups and use redirects” text:

10. Paste the following URL into the site field: https://genazweb01.readingprograms.org/client/#/. Then click the blue “Add” button to finalize your entry:

 

 

Close the window and move on to Step 2: Windows and VPN Check.

Step 2: Windows Check

Windows Updates

1. Click this link to check for Windows 10 updates.

2. When on the “Update Windows” page, make sure the tab is set to “Windows 10” (unless your machine runs Windows 11), and click the large blue “Check for Windows updates” button:

3. When presented with the “Open Settings?” question, click “Open Settings”:

4. In the settings window, click “Install now.” If you don’t have any updates to install, move on to Step 3: Install SonicWall VPN.

You’ll see the status of the update move through 0% to 100%, and then you’ll see the “You’re up-to-date” message display:

After all updates have been installed and you are up to date, proceed to Step 3.

Step 3: Install SonicWall NetExtender VPN

Returning Employees: If you have Cisco AnyConnect VPN on your machine, please uninstall it and reboot prior to downloading the new VPN. 

1. Click the following link to initiate your download:

https://software.sonicwall.com/NetExtender/NetExtender-x64-10.2.337.msi

After clicking the download link, an executable file will appear at the bottom-left of your browser screen. If Chrome shows its generic download warning, click “Keep”.

Example of Chrome Warning:

What the executable file looks like (this will appear after you click “Keep” in the warning message):

If you are running the latest version of Chrome, downloads can be found in the top right of your browser window under the down arrow icon.

 

2. Click the file to install SonicWall NetExtender VPN. If you receive the “Windows protected your PC” screen, click “More info” within the box to continue your download, and then click “Run anyway”.

3. In the Setup Wizard pop-up window that appears, click “Next”.

4. On the next screen, click “I Agree”, then click “Next”.

5. On the next screen, click “Next”.

6. On the next screen, enter “vpn.readingprograms.org” into the “Default Server” field. Your text will convert to upper case, which is fine.

Enter “irdev.local” into the “Default Domain” field. You must use lower case for this.

Leave “Allow connections to other profiles” checked and then click “Next”.

7. On the next screen, leave the boxes checked and click “Next”.

8. On the next screen, an installation progress bar will appear. Your machine may display a shield icon and ask if you want to allow “NetExtender.msi” to make changes. If that message appears, click “Yes”.

9. When the green progress bar completes, you’ll see a success message like the one below. Click “Close”.

10. Your SonicWall login pop-up will appear, and you’ll see the SonicWall NetExtender icon on your task bar. Do not attempt to log in yet.

Login Pop-Up:

Taskbar Icon:

11. A pop-up will appear telling you that you need to reboot your machine to complete the installation. When you’re ready to reboot, click “Yes”. Make sure to save your work in open programs before restarting your machine. After you restart your machine, move on to Step 4: Install Microsoft Authenticator and Connect to VPN.

Step 4: Install Microsoft Authenticator and Connect to VPN

Part 1 of 3: Install Microsoft Authenticator App

This part is a one-time setup on your mobile device. Estimated time needed: 5 minutes 

1. On your mobile device, download the Microsoft Authenticator app by clicking the appropriate link for your device below. If you already have Microsoft Authenticator on your device, you can skip this step, but please pay attention to the “If you already had Microsoft Authenticator” guidance in Step 2 of these instructions. The authenticator app is produced by “Microsoft Corporation”.

Apple App linkhttps://apps.apple.com/us/app/microsoft-authenticator/id983156458

Android App linkhttps://play.google.com/store/apps/details?id=com.azure.authenticator&hl=en_US&gl=US

​​​​​​​2. Once installed on your mobile device, open the app. Once you’ve passed the terms and conditions, click the white + icon on the upper right of the screen.

– Click “Work or school account”


– Click “Scan QR code” from the pop-up that appears

After you click “Scan QR code”,  your screen will look similar to this:

– ​​​​​​​Use this QR scanner when prompted later on in the instructions.

If you already had Microsoft Authenticator on your device prior to reading these instructions today, do the following:
– Open your Authenticator app.
– Click the little + icon on the upper right of the blue navigation bar.
– Click “Work or school account”
– Click “Scan QR code” from the pop-up that appears
– Use this QR scanner when prompted later on in the instructions.

Part 2 of 3: Configure VPN for 2 Factor Authentication

This part is a one-time setup on your computer. Estimated time needed: 10-15 minutes.
​​​​​​​
You will need to switch back to your computer for this part, do not attempt this step on your mobile device.

1. Make sure you have already installed your VPN in the previous instructions “Step 2: Install SonicWall NetExtender”. Open your Chrome browser and navigate to https://vpn.readingprograms.org.

2. On the login screen of the website you just navigated to, select “irdev.local” from the Domain dropdown. It should look like the image below after you select “irdev.local”. Click the orange “Next” button when done.

3. Enter your IRD username and your IRD password. Your username and password can be found in your tech setup email. Click the orange “Login” button when done.

4. Once logged into the portal, you’ll see a pop-up that asks you to install Google Authenticator, Duo, or Microsoft Authenticator. You completed the download in the previous section, so what you need to do now is make sure your mobile device is displaying the Microsoft Authenticator app’s QR code scanner. Next, physically lift your phone up and hold it facing the computer screen (outward camera facing the computer screen), centering the Authenticator app’s view finder over the QR code. This allows you to scan the QR code that’s showing on your computer screen.

This is what the pop-up in the SonicWall portal will look like on your computer screen:

IMPORTANT: If your computer screen looks like the snip below when you log into the VPN portal, your VPN may still be connected to your Authenticator app from the last time you worked here. If you see a screen like the one below, please skip to “Part 3 of 3: Launch VPN with Authenticator” below.
                                                       

As a reminder, here’s what your Microsoft Authenticator’s QR scanner looks like on your mobile screen:

After you physically hold your mobile device up to the computer screen to use the scanner, here’s what it looks like to center the computer’s SonicWall QR code on your mobile screen:

NOTE: Once the QR code is within the view finder, it will automatically scan.

5. The Authenticator app on your mobile device will display a code.
NOTE: The code will be available for 30 seconds and then a new code will appear (this cycle repeats itself). Take as much time as you need, just be sure to enter the code that exists on your screen when you go to enter the digits. Do not try to use a code that is no longer displayed on your Authenticator screen.

6. Enter the code into the VPN “Code” field with no spaces (e.g.: if the code is 877  575, enter it as 877575). This will connect the Authenticator App to your VPN account. Click the orange “Verify” button when done.

7. Log out of the VPN portal. Click the icon with the letters on the upper right of the screen. Click “Log Out”. You are now finished with the one-time setup of Part 2.

Part 3 of 3: Launch VPN with Authenticator

This part will need to be done each time you connect to VPN. Estimated time Needed: 1 minute
You will need your mobile device and your computer to log onto VPN.

1. On your computer, type “NetExtender” into your Windows search field on the bottom left of your task bar. Click “Pin to Taskbar” on the menu that displays on the right. This will ensure that you can launch the VPN easily moving forward.

2. Click the NetExtender icon that is now pinned to your taskbar.

3. Enter your credentials. These will be in the tech setup email that was sent to you.

    • Server: “vpn.readingprograms.org”
    • Username: (sent to you in your tech setup email)
    • Password: (sent to you in your tech setup email)
    • Domain: “irdev.local”
    • Click “Connect”

4. When prompted by the “Get a verification code from the two-factor authentication app and verify your identity” message (shown below), open your Microsoft Authenticator app on your mobile device and enter the code you see there. Remember that the code on your Authenticator app will change every 30 seconds—just make sure you use the code that’s displayed at the time you go to enter the digits. Enter the code into the VPN “Password” field with no spaces (e.g.: if the code is 877  575, enter it as 877575).


Make sure “Use Mobile App” is checked (it should be by default).

Click “OK” once you’ve entered the code.

5. Your VPN will now cycle through its connection procedure and connect you to our network.

Once connected, you should see the following screen:

If you get an error that looks like the one below after trying to connect, please reboot your machine and then try connecting again. If the error persists, contact IT Help Desk via the chat on this page.

Problem-Solving Guidance

1. Check that you have the server set to “vpn.readingprograms.org” and the domain set to “irdev.local” (there are no spaces in either, and “irdev.local” must be lower case).

2. Check that your username exactly matches what we sent to you in your tech setup email. It’s best to copy-paste directly from the email.

3. Try entering your password again. For accuracy, copy-paste directly from the email.

4. If the above guidance doesn’t help, try typing “IRDEV\” in front of your username (e.g.: IRDEV\jsmith). Enter your password as usual.

5. If you’re still encountering trouble, please chat with an IT technician, using the chat pop-out on the right of this web page.

Step 5: Install SIP Softphone

Install your SIP Softphone by clicking the link below. Please note that your SIP login credentials are in the email you received containing the link to this page. YOU MUST HAVE YOUR VPN CONNECTED BEFORE YOU ATTEMPT THIS STEP.

Click here to install

TIP: To watch a video on installing SIP on PC, click here. 

Installation Steps

1. Click the appropriate link above: an executable file will appear at the bottom-left of your browser screen.

If you are running the latest version of Chrome, downloads can be found in the top right of your browser window under the down arrow icon.

 

2. Double-click the file to start your download.

IMPORTANT: If your download has disappeared on you, or if you try to run the installer and it stops working without showing an alert, you likely need a simple “.NET” fix. Click here for the 3 simple steps you must follow to correct this issue: https://instituteofreadingdevelopmentsalesjobs.com/net_fix/

 

3. If presented with a message asking if you want to allow the app to make changes to your device, click “Yes.”:

Note: If you receive the “Windows protected your PC” screen, click “More info” within the box to continue your download, and then click “Run anyway”.

4. You’ll see an install pop-up appear that tells you IC UserApps is being installed.  This may take several minutes.

NOTE: When the SIP install has completed, the installation message box will disappear. When this happens, you are ready to move on to Step 6: Provision your SIP Softphone. 

 

Step 6: Provision your SIP Softphone

 YOU MUST HAVE VPN CONNECTED BEFORE YOU ATTEMPT THIS STEP

1. On your desktop look for the icon called “SIP Softphone”:

If you can’t locate the icon, go to your Windows start menu and type in “SIP”. Double-click the SIP icon at the top of your search window to launch.

2. Right-click on the icon and select “Pin to taskbar”. This will ensure that the SIP icon appears on your taskbar moving forward, making it easy to locate:

3. Right-click the icon again and wait for the menu to appear, then click “Run as administrator.” If you do not select the “Run as Administrator” option, this step will fail. This is especially important for Win11 users, so please do not skip the guidance. 

Note: If you encounter the message below, asking you want to allow the app to make changes, click “Yes.”

4. In the window that appears on the lower-right of your screen, click the “Provision SIP Soft Phone” link (underlined in blue):

5. On the “Provisioning Wizard” page that appears, click “Next” to begin:

6. In the text cell, replace “eggencic1” or “fwgencic1” with “genphone” (copy-paste directly from here if needed).  When you’re done, click “Next.”

You’ll see this to start:

Change to “genphone”:

7. On the certificate screen enter the username you received in your tech setup email: “irdev\YourUserName” (e.g.: irdev\Jane_Smith, or irdev\jsmith, depending on your username format), and your password (e.g.: js1234). 
IMPORTANT: If you don’t add “irdev\” to your user name here, you will run into SIP functionality issues. Do not skip this step.

Click “OK”

8. On the adapter screen, select “I use a VPN or another kind of connection. Allow me to select my network adapter”. In the dropdown, select the “SonicWall NetExtender” option:

9. Proceed forward: you should come to a screen that says “Your SIP Soft Phone is provisioned and ready for use.” Click the “Finish” button.

NOTE: If you encounter a screen with an image of a dialpad on it, chat IT Support using the chat feature on this web page.

Dialpad screen that you may encounter:

You are now ready to move on to Step 7: Log into your SIP Softphone

Step 7: Log into your SIP Softphone

1. On your desktop look for the icon called SIP Softphone (icon of a headset). This should be pinned to your taskbar, if you completed all of the steps in “Step 3: Provision your SIP Softphone”.

If you can’t locate the icon, go to your Windows start menu and type in “SIP”. Double-click the SIP icon at the top of your search window to launch.

2. Right-click on the icon and wait for the menu to appear. Choose Run as administrator.

3. You will receive a pop up asking if you wish to run the software:

4. Click “Yes” and wait a few moments before proceeding.

5. Click the upward-pointing arrowhead (looks like a pitched roof) that is in the bottom-right corner of your task bar (to the left of where your time displays) and make sure you see a round icon with a headset:

6. Check that when you hover your mouse over the icon, it shows a message saying you’re “Connected” to your station (it’ll list your station name, which is your username_station).

7. Right-click on the icon of the headset that you’ve been hovering over and choose “Options” (icon of the checklist).

8. In the pop-up window that appears, click the “Audio Connection” tab on the left and make sure that it shows the headset you’ll be using. Adjust as needed.

9, Click on the “Network Adapter” tab, and choose the option that has the word ‘SonicWall NetExtender’ in it: 

10. Click OK to close this window.

You are now ready to move on to Step 8: Test Call

Step 8: Test Call and Adjust View Settings

You’ll now test receiving a call using your SIP softphone in Interaction Connect.

Before you begin working through the steps listed below, make sure that your SonicWall VPN is connected.

Remember to use Chrome as your browser.

Test Call

1. Make sure your USB headset is plugged directly into your machine and then click this link to go to our Interaction Connect login page.

2. Bookmark the page so that you can easily find it later. Do this by clicking the little star icon on the far-right of the URL bar:

3. Click “Windows Authentication” as your login method:

 

4. In the drop-down that appears from the top of your browser screen, enter the username and password that were emailed to you. Click “Sign In”.

TIP: If you have trouble with this step, try entering your username with IRDEV\ in front of your username (e.g.: IRDEV\jsmith).

After clicking “Sign In”, Chrome may ask if you would like to enable notifications, click on “Enable”, and then click “Allow”.

5. From the “Choose a Station” menu box, click the drop-down toggle to the right of the station type field, and select “Workstation” from the list. Enter your station name (username_Station).

Make sure your USB headset is selected as your microphone and speaker options, and then click the blue “Choose Station” button on the bottom-right.

6. Change your status to “Available” on the mid-right of the task bar (you will have been automatically set to “Not Ready” upon login):

7. Click the icon of the phone to the left of the “Available” status:

Type 8009032755 into the “Dial a Number” field (no dashes, or spaces):

Click the blue “Make Call” button on the bottom right of the menu.

8. Once you reach the voicemail box, leave a message with your full name and phone number, and tell us what city and state you’re calling from. A member of our team will listen to confirm your test call and check your call quality: if the tech hears an issue, he or she will reach out to you to test again.

Step 9: Click the red “Disconnect” icon to end the call from Interaction Connect:

Adjust View Settings

1. Click the blue “Add Views” text in the middle of the screen:

2. Select “My Interactions”, “Call History”, “Current Interaction”, and “My Schedule” options, and then click the blue “Add 4 Views” button on the bottom-right of the pop-up:

Your view should now look like this:

3. Log out of Interaction Connect: click the downward arrow on the upper-right of the screen, and then click the blue “Log Off” button..

Problem-Solving Guidance

If you are not able to successfully complete a test call on your first try, please check your credentials against the email you received with your login information and go through the steps one more time. If you are still not successful, please use the chat feature pop-out on the right of this page to contact IT Help Desk.

Even if you did not complete your test call, please move on to Step 9: Submit Webform. 

    Step 9: Submit Webform

    Please complete the webform below to let us know that you’ve completed tech setup, or that you’ve encountered trouble. If you need assistance and didn’t reach anyone via chat, a support tech will reach out to you as soon as possible after reading your entry.

    NOTE: Everyone must complete the form. The form is used to verify that you’re ready for training.

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