help Configuration Planner › Creating a configuration package › Entering general information
Entering general information
On the "General" tab the customer-specific data and passwords are collected.
To enter company details 
1 In the menu select “General”.
*The "Company" tab appears.
Name
Explanation
Company Name
Enter the name of the company.
Project ID
Enter the ID of the project. The name of the exported configuration package will include the project ID.
Site
Enter the site (location), where SwyxWare will be installed. The name of the exported configuration package will include the site. This specification helps to keep apart configuration packages for different branch offices of a company.
City
Enter the name of the city.
Country
Enter the name of the country.
Configuration Package
Password
Enter the password, which should protect the configuration package against unauthorized access.
This password will be prompted, when you import the configuration package into the Configuration Planner, see Import a Configuration Package.
Confirm password
Confirm the password you entered.
2 Select the “Contact” Tab.
Name
Explanation
Support for the Customer
First Name
Enter the first name of the contact person.
Last Name
Enter the last name of the contact person.
Email
Enter the email address of the contact person.
Phone number
Enter the phone number via which the contact person can be reached.
Support for the Partner
Name
Enter the first and last name of the contact person.
Phone Number
Enter the phone number via which the contact person can be reached.
3 Select the "Passwords" tab.
Name
Explanation
Default User Password
Password
Enter the password, that each new user can apply for their initial SwyxServer log-in.
This password will be used by default, if no SwyxWare account password for a configured user is entered.
Confirm Password
Confirm the password you entered.
Root Certificate Password
Password
Enter the password, with which the root certificate for RemoteConnector will be generated.
Confirm Password
Confirm the password you entered.
* 
To generate the client certificates, maintain the password ready you used to protect the master certificate.
4 Select the "Database" tab (not available for SwyxON).
* 
The following data is only required for unattended SwyxServer installation and configuration.
* 
The Windows user account specified here must have administrator rights on the SQL Server instance to create a new database.
If an existing database is to be updated, then administrator rights on this database ('db_owner') are necessary.
Name
Explanation
Server Instance
Enter the SQL Server instance on which you want to set up the database for SwyxWare or use the pre-entered value:
.\sqlexpress
Database Name
Enter the name to label the database to be created or use the pre-entered value:
ippbx
Authenticate via Windows Account
Activate the check box to use the Windows user account for the SQL Server authentication.
The Windows user account specified here must have administrator rights on the SQL Server instance to create a new database.
Admin Account Name
Alternatively select authentication with the name and the associated password of an SQL Server administrator.
Admin Account Password
SwyxWare Account Name
Enter the account name under which SwyxServer should access the database or use the pre-entered value:
ippbx_user
SwyxWare Account Password
Enter the password to protect the SwyxWare account. If you leave the field empty, a password will be automatically generated and saved in the Config Documentation.
Store files in file system
Activate the check box, if user fax documents must be saved in a local folder. (Standard folder: C:\ProgramData\Swyx\IpPbxServer\Data\FileData)
5 Select the “Accounts” tab (not available for SwyxON).
* 
The following data is only required for unattended SwyxServer installation and configuration.
Name
Explanation
Services Account
Create Account
Activate the check box to use a new instead of the existing account.
Name
Enter the account name under which SwyxWare system services should run or use the pre-entered value:
.\IpPbxServiceAccount
Password
Enter the password to protect the Services Account. If you leave the field empty, a password will be automatically generated and saved in the Config Documentation.
Services Group Name
The service account will also be added to a locally created group called "Services". This group is used exclusively for the SwyxWare services.
Enter the name or use the pre-entered value:
IpPbx Services
Swyx Control Center Administration Account
Name
Enter the name for your Swyx Control Center Administration Account.
Password
Enter the password for your Swyx Control Center Administration Account.
6 Select the "Options" tab.
Label
Explanation
Import Settings
Allow to add new objects (e. g. users)
When activated: New objects are permitted to be added, if you update an already configured SwyxWare system via configuration package.
Allow to overwrite the server properties
When activated: The server settings are permitted to be overwritten, if you update an already configured SwyxWare system via configuration package.
Allow to overwrite the default location
When activated: The default location is permitted to be overwritten, if you update an already configured SwyxWare system via configuration package.
Allow to overwrite the everyone group
When activated: The group "Everyone" is permitted to be overwritten, if you update an already configured SwyxWare system via configuration package.
SwyxWare
Enable automatic phone firmware update (not available for SwyxON)
Activate the check box, if the SwyxPhone firmware should be automatically updated via Swyx FTP server.
Create scheduled task for phone whitelist update (not available for SwyxON)
Activate the check box to active a Windows task for the daily automatic update of the system phone white-list.
Within the Windows task scheduler the new task “PhoneWhitelistUpdate” is being created and executed one time.
Send Welcome Emails with user registration data
Activate the check box, if you wish to send the user an email with his registration data and most important configurations.
The users will receive the respective emails immediately after the SwyxWare System has been successfully configured with the configuration file.
Config Documentation
Add SQL and IpPbx Services Account password(s) to the Config Documentation
Activate the check box to allow the display of SQL and Services Account passwords in the Config Documentation (the possibly entered data appear in a file <Project-ID>_<Site>_<Date>- <Time>.xlsx in the folder "Documentation" of the Configuration Package).
Add SMTP Authentication password to the Config Documentation
Activate the check box to allow the display of the SMTP authentication password in the Config Documentation (the possibly entered data appears in a file <Project-ID>_<Site>_<Date>- <Time>.xlsx in the folder "Documentation" of the Configuration Package).
Add the default user password to the Config Documentation
Activate the check box to allow the display of the default user password in the Config Documentation. (the possibly entered data appears in a file <Project-ID>_<Site>_<Date>-<Time>.xlsx in the folder "Documentation" of the Configuration Package).
Add the root certificate password to the Config Documentation
Activate the check box to allow the display of the root certificate password in the Config Documentation (the possibly entered data appears in a file <Project-ID>_<Site>_<Date>-<Time>.xlsx in the folder "Documentation" of the Configuration Package).
Add trunk SIP authentication passwords to the Config Documentation
Activate the check box to allow the display of the SIP authentication password in the Config Documentation (the possibly entered data appears in a file <Project-ID>_<Site>_<Date>- <Time>.xlsx in the folder "Documentation" of the Configuration Package).
Add user authentication passwords to the Config Documentation
Activate the check box to allow the display of user authentication passwords in the Config Documentation (the possibly entered data appears in a file <Project-ID>_<Site>_<Date>-<Time>.xlsx in the folder "Documentation" of the Configuration Package).
7 Select the tabs "Customer Network", "Devices" or "Media Gateway", if required.
* 
The entries on the tabs “Customer Network”, “Devices” or “Media Gateway” are optional, provided for information purposes only and have no effect on the SwyxWare configuration. The possibly entered data appears in a file <Project-ID>_<Site>_<Date>-<Time>.xlsx in the folder “Documentation” of the Configuration package.
8 Click on the “Apply” button to save the settings.
Last modified date: 07/17/2019