myARCH IVR Deployment Guide

Owned by Mary Robbins
Last updated: Jul 26, 2019 by Marc Natter
3 min read


Step 1: Create request to download Aspect CXP


    1. Go to http://www.aspect.com/free/aspect-cxp-download;

    2. Make sure to select the ‘15.1 GA Developer’ version (image below), then click ‘Download Now’;

    3. Fill out the necessary contact information, then click ‘Send Request’.  You should receive an email shortly afterwards with the download link.


Step 2:  Install Aspect CXP

Step 3:  Configure Aspect CXP


    1. In Aspect CXP, select ‘Window’ → ‘Preferences’;

    2. In the left-hand menu, click ‘Aspect CXP’;

    3. Create a new CXP connection:



  1. Under ‘Connections’, click ‘Add…’

  2. Specify an ‘Alias’ (this is arbitrary)

  3. For ‘Connection Mode’, select ‘Aspect CXP Hosting’

  4. Enter your Evolution login credentials for ‘User ID’, ‘Password’, then click OK.

            d. (Optional) If connecting behind a firewall, you may want to set the proxy preferences manually.  Click ‘General’ → ‘Network Connections’ to access and update the proxy information at your institution.

            e. Test the connection.  Select the newly created Connection from the ‘Connections’ pane, then click ‘Test Connection’. You should see a successful test message.



          f. Click 'OK' to exit preferences.

Step 4:  Switch CXP host connection 

  1. From the main menu, click ‘Aspect CXP’ → ‘Switch Metadata Repository Connection’

  2. If not selected already, select the newly-created connection and click ‘OK’

Step 5: Create a new ASPECT CXP project

  1. Click ‘File’ → ‘New’ → ‘Aspect CXP Project’

  2. Create a ‘New Project’ (similar to what’s shown below), then click ‘Finish’.



Step 6:  Import the myARCH IVR application

  1. From the left menu, click the newly-created CXP Project, then double-click the version number (e.g. ‘Version 1.0’);

  2. Locate the myARCH IVR XML file (which will be provided);

  3. Click ‘Aspect CXP’ → ‘Import’;

  4. Select the myARCH XML file from your filesystem and make sure the options are set as shown below, then click ‘Import’.


     e. Once imported, you will see the newly imported objects appear in the Object Browser pane  (SHOW SCREENSHOT HERE)

Step 7:  Deploy application to cloud

  1. In the Object Browser pane, right-click the ‘Start’ module, then click ‘Deploy Application’ → ‘New Service’ (image below);
  2. For the new Service name, enter ‘myARCH IVR’ and click ‘Finish’. The application make take several moments to load.




Step 8: Migrate assigned phone number and token to new application

  1. In a Web browser, go to https://evolution.voxeo.com and login with your supplied credentials;

  2. From the drop-down menu, select ‘Account’ → ‘Application Manager’;

  3. On the applications page, you should now see your newly-deployed application among the list, like below:



     d. If this is the first time deploying an application, you will need to migrate your assigned phone number to your application.  Please perform the following:


    1. Click on the ‘Number Holder’ application;

    2. In the application’s details window, select the ‘Contact Methods’ tab;

    3. Under ‘Phone Numbers and Addresses’ click the box next to the phone number you were assigned;


MigratePhoneNumber.PNG

               iv. Click ‘Move’.  Select the application you created in Aspect CXP, then click ‘Update’.



MigratePhoneNumber2.PNG

             v. Repeat the procedure for the token under the ‘Outbound Dialing Tokens’ section.

             vi. Verify the contact methods made it over.  Switch to your IVR application entry and view the Contact Methods.


Step 9: Test the application

  1. Using a phone, dial your assigned number;

  2. If successful, you should hear a simple message informing you that the IVR application has been successfully deployed.


Step 10: Congratulations!  As new studies and production surveys become available, there will be a similar procedure to upload these IVR application and application updates.