NEC SV-8100 Applications
Text of the manual
Table of Contents
Chapter 1
Introduction to Desktop Applications
Section 1
Introduction...................................................................................1-1
Section 2
Overview........................................................................................1-1
Section 3
Installation Considerations .........................................................1-2
3.1
Standalone Configuration ....................................................................... 1-2
3.2
Standalone with 3rd-Party Shared Services ........................................... 1-2
3.3
O&M (Operation and Maintenance) ........................................................ 1-3
3.4
Remote Connections .............................................................................. 1-3
Section 4
System Requirements..................................................................1-5
4.1
Minimum PC Requirements .................................................................... 1-5
4.2
Supported Operating Systems ............................................................... 1-5
Chapter 2
Installation
Section 1
Installation Steps..........................................................................2-2
Section 2
SV8100 Desktop Applications System Programming.............2-27
Section 3
Configuration Wizard .................................................................2-30
3.1
Configuration Startup ............................................................................ 2-30
3.2
Configuration Wizard, Screen 1 ............................................................ 2-31
3.3
Configuration Wizard, Screen 2 ............................................................ 2-33
3.4
Configuration Wizard, Screen 3 ............................................................ 2-35
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Chapter 3
Desktop Application Startup
Section 1
Full Window Mode ........................................................................3-2
1.1
Title Bar and Main Menu ........................................................................ 3-3
1.2
Function Toolbar .................................................................................... 3-4
1.3
Active Call List ........................................................................................ 3-5
1.3.1
Active Call List Format ........................................................................... 3-5
1.3.2
Active Call List Operations .................................................................... 3-6
1.4
BLF/DSS Area ........................................................................................ 3-6
1.4.1
BLF/DSS Tabs ....................................................................................... 3-7
1.4.1.1
BLF/DSS Programming .......................................................... 3-7
1.4.1.2
BLF Button Design .................................................................. 3-7
1.4.1.3
BLF/DSS Layout ..................................................................... 3-7
1.4.1.4
BLF/DSS Operations .............................................................. 3-8
1.4.1.5
Trunks Tab ............................................................................ 3-10
1.4.1.6
Speed Dial Tab ..................................................................... 3-10
Section 2
Toolbar Mode ..............................................................................3-10
2.1
Dial String Field .................................................................................... 3-11
2.2
Call Status Area ................................................................................... 3-11
2.3
Dial/Hangup Button .............................................................................. 3-12
2.4
Speed Dial List ..................................................................................... 3-12
2.5
File Button ............................................................................................ 3-13
2.6
Hold Button ........................................................................................... 3-14
2.7
Function Toolbar .................................................................................. 3-14
Section 3
Compact Phone Mode................................................................3-16
3.1
Closed Phone Mode ............................................................................. 3-16
3.2
Open Phone – Dial View ...................................................................... 3-18
Open Phone – Directory View .............................................................. 3-20
3.4
Open Phone – Menu View .................................................................... 3-22
3.5
Open Phone – Call Log View ............................................................... 3-24
3.6
Compact Phone Video Call .................................................................. 3-25
Section 4
Emulation Phone Mode..............................................................3-26
4.1
Emulation Phone Base Module ............................................................ 3-27
4.2
Emulation Phone Add-On Module ........................................................ 3-28
4.3
Emulation Phone DSS Module ............................................................. 3-29
Chapter 4
Toolbar Functions
Section 1
Toolbar Functions ........................................................................4-1
1.1
Answer .................................................................................................... 4-2
1.2
Hold ........................................................................................................ 4-2
1.3
Transfer .................................................................................................. 4-2
1.3.1
Transfer Call – Start ...............................................................................4-3
1.3.2
Transfer Call – Blind ..............................................................................4-3
1.3.3
Transfer Call – Cancel ...........................................................................4-3
1.4
Hang Up ................................................................................................. 4-3
1.5
Dial ......................................................................................................... 4-4
1.5.1
Dial – Start .............................................................................................4-4
1.5.2
Dial – Cancel .........................................................................................4-4
1.6
Conference ............................................................................................. 4-5
1.6.1
Conference Call – Start .........................................................................4-5
1.6.2
Conference Call – Cancel ......................................................................4-6
1.7
Record .................................................................................................... 4-6
1.8
Page ....................................................................................................... 4-7
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1.9
Park ........................................................................................................ 4-8
1.10
Unpark .................................................................................................... 4-8
1.11
Night Mode ............................................................................................. 4-9
1.12
Barge In ................................................................................................ 4-10
1.13
Directed Call Pickup ............................................................................. 4-11
1.14
Group Call Pickup ................................................................................ 4-11
1.15
Pickup Other Group .............................................................................. 4-12
1.16
Last Number Redial .............................................................................. 4-12
1.17
Voice Over ............................................................................................ 4-12
1.18
Call Redirect ......................................................................................... 4-13
1.19
Call Forward ......................................................................................... 4-13
1.20
Do Not Disturb (DND) ........................................................................... 4-14
1.21
Custom Message ................................................................................. 4-15
1.22
Background Music ................................................................................ 4-16
1.23
Auto Callback ....................................................................................... 4-16
1.24
Video .................................................................................................... 4-17
1.24.1 Show Video ......................................................................................... 4-17
1.24.2 Hide Video ........................................................................................... 4-17
1.24.3 Pause Video ........................................................................................ 4-18
1.24.4 Send Video .......................................................................................... 4-18
1.24.5 End Video ............................................................................................ 4-18
1.24.6 Add Member ........................................................................................ 4-18
1.24.7 Resize Video ....................................................................................... 4-19
1.25
Whiteboard ........................................................................................... 4-19
1.26
Application Sharing .............................................................................. 4-21
1.27
Chat ...................................................................................................... 4-23
1.28
FTP ....................................................................................................... 4-25
Switch Login Mode ............................................................................... 4-27
1.30
Add Note ............................................................................................... 4-27
Section 2
Directory View.............................................................................4-28
2.1
Opening the Directory View .................................................................. 4-28
2.1.1
Title Bar and Main Menu ......................................................................4-29
2.1.2
Function Toolbar ..................................................................................4-30
2.1.3
Search Area .........................................................................................4-32
2.1.4
Table Viewer ........................................................................................4-32
2.2
Company Directory ............................................................................... 4-34
2.2.1
Adding a new entry to the Directory .....................................................4-34
2.2.2
Modifying an entry in the Directory ......................................................4-36
2.2.3
Deleting an entry from the Directory ....................................................4-36
2.2.4
Printing the Directory ...........................................................................4-37
2.3
Contacts/Personal Lists ........................................................................ 4-37
2.3.1
Adding a new entry to the Contacts/Personal List ...............................4-37
2.3.2
Modifying an entry in the Contacts/Personal List .................................4-38
2.3.3
Deleting an entry from the Contacts/Personal List ..............................4-38
2.3.4
Printing the Directory ...........................................................................4-39
Section 3
Call Log View ..............................................................................4-39
3.1
Opening the Call Log ............................................................................ 4-39
3.1.1
Title Bar and Main Menu ......................................................................4-40
3.1.2
Filter Toolbar ........................................................................................4-41
3.1.3
Record Viewer .....................................................................................4-41
3.2
Playing Back a Recorded Telephone Conversation ............................. 4-42
3.3
Deleting a Record from the Call Log .................................................... 4-43
3.4
Printing the Call Log ............................................................................. 4-43
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3.5
Archiving the Call Log .......................................................................... 4-43
Chapter 5
Application Level Configuration
Section 1
Preferences Menu.........................................................................5-1
Section 2
Preferences – General..................................................................5-2
Section 3
Preferences – BLF/DSS................................................................5-4
Section 4
Preferences – Recording .............................................................5-6
Section 5
Preferences – Personal Greeting................................................5-7
Section 6
Preferences – Playback ...............................................................5-9
Section 7
Preferences – Tool Buttons.......................................................5-11
Section 8
Preferences – Active Call List ...................................................5-12
Section 9
Preferences – Screen Pop .........................................................5-14
Section 10 Preferences – Shortcuts ............................................................5-16
Section 11 Preferences – Dialing Rules ......................................................5-18
Section 12 Preferences – Telephony Settings............................................5-20
Section 13 Preferences – Voice Mail ...........................................................5-22
Section 14 Preferences – Trunk Settings....................................................5-23
Section 15 Preferences – Video Settings....................................................5-25
Section 16 Preferences – Phone Image.......................................................5-27
Configuration .......................................................................................... 6-2
1.2
Activation ................................................................................................ 6-3
Section 2
Shared Directory...........................................................................6-4
Section 3
Shared Contact List......................................................................6-4
Section 4
Centralised BLF Monitoring ........................................................6-4
Section 5
Common Trunk Labeling .............................................................6-4
Section 6
Quick Messaging ..........................................................................6-4
6.1
Sending and Receiving Quick Messages ............................................... 6-5
6.2
Tracking Quick Messages ...................................................................... 6-7
6.3
Configuring Quick Messages ..................................................................6-8
Section 7
Phone Messaging .........................................................................6-9
7.1
Sending and Receiving Phone Messages .............................................. 6-9
7.2
Tracking Phone Messages ................................................................... 6-10
7.3
Configuring Phone Messages .............................................................. 6-10
Chapter 7
Desktop Registration and Soft Phone Override
Section 1
Registration Types .......................................................................7-1
Section 2
Service Conditions .......................................................................7-3
Appendix A
Features by License Level
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List of Figures
Figure 1-1
Desktop Connections .................................................................................................1-4
Figure 2-1
NEC Applications Installation Window .......................................................................2-2
Figure 2-2
Install or Uninstall Options ..........................................................................................2-3
Figure 2-3
Application Selection to Install or Remove .................................................................2-4
Figure 2-4
IP Address for CPU Connection Settings ...................................................................2-5
Figure 2-5
Confirm Actions Window ............................................................................................2-6
Figure 2-6
Accept License Agreement ........................................................................................2-7
Figure 2-7
NEC Desktop Suite Setup Wizard ..............................................................................2-8
Figure 2-8
Select Installation Folder ............................................................................................2-9
Figure 2-9
Confirm Installation ...................................................................................................2-10
Figure 2-10
NEC Infrontia Telephony Driver (3rd) Setup ............................................................2-11
Figure 2-11
Telephony Driver (3rd) Setup - Destination Location ...............................................2-12
Figure 2-12
Telephony Driver (3rd) Setup - TCP/IP Connection Setting .....................................2-13
Figure 2-13
Telephony Driver (3rd) Setup - Registration Window ...............................................2-14
Figure 2-14
Telephony Driver (3rd) Setup - Operation Mode Setting ..........................................2-15
Figure 2-15
Telephony Driver (3rd) Setup - Start Copying Files .................................................2-16
Figure 2-16
NEC Telephony Service Setup Wizard ....................................................................2-17
Figure 2-17
Telephony Service - Select Installation Folder .........................................................2-18
Figure 2-18
Telephony Service - Confirm Installation Start .........................................................2-19
Figure 2-19
Telephony Service - Installation Complete ...............................................................2-20
Figure 2-20
Quick Message Client - Setup Wizard ......................................................................2-21
Figure 2-21
Quick Message Client - Install Folder .......................................................................2-22
Figure 2-22
Confirm Quick Message Client Installation ...............................................................2-23
Figure 2-23
Quick Message Client - Install Complete .................................................................2-24
Figure 2-24
NEC Installer Summary ............................................................................................2-25
Figure 2-25
Installation Complete ................................................................................................2-26
Figure 2-26
Configuration Wizard, Screen 1 ...............................................................................2-31
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Figure 2-27
Configuration Wizard, Screen 2 ............................................................................... 2-33
Figure 2-28
Configuration Wizard, Screen 3 ............................................................................... 2-35
Figure 3-1
Full Window Mode Screen ......................................................................................... 3-2
Figure 3-2
Toolbar ..................................................................................................................... 3-10
Figure 3-3
Closed Phone Image Screen ................................................................................... 3-16
Figure 3-4
Open Phone – Dial View .......................................................................................... 3-18
Figure 3-5
Open Phone – Directory View .................................................................................. 3-20
Figure 3-6
Open Phone – Menu View ....................................................................................... 3-22
Figure 3-7
Open Phone – Call Log View ................................................................................... 3-24
Figure 3-8
Compact Phone Video Call ...................................................................................... 3-25
Figure 3-9
Emulation Phone Base Module ................................................................................ 3-27
Figure 3-10
Emulation Phone Add-On Module ............................................................................ 3-28
Figure 3-11
Emulation Phone DSS Module ................................................................................. 3-29
Figure 4-1
Transfer Call Screen .................................................................................................. 4-2
Figure 4-2
Transfer Call – Start ................................................................................................... 4-3
Figure 4-3
Dial Screen ................................................................................................................. 4-4
Figure 4-4
Conference Call Screen ............................................................................................. 4-5
Figure 4-5
Conference Call Start Screen .................................................................................... 4-5
Figure 4-6
Page Screen .............................................................................................................. 4-7
Figure 4-7
Park Call Screen ........................................................................................................ 4-8
Figure 4-8
Unpark Call Screen .................................................................................................... 4-8
Figure 4-9
Night Mode Screen .................................................................................................... 4-9
Figure 4-10
Barge In Screen ....................................................................................................... 4-10
Figure 4-11
Directed Call Pickup Screen .................................................................................... 4-11
Figure 4-12
Last Number Redial Screen ..................................................................................... 4-12
Figure 4-13
Call Forward Screen ................................................................................................ 4-13
Figure 4-14
Do Not Disturb Screen ............................................................................................. 4-14
Figure 4-15
Custom Message Screen ......................................................................................... 4-15
Figure 4-16
Video Screen ............................................................................................................ 4-17
Figure 4-17
Add Member Screen ................................................................................................ 4-18
Choose Party Screen ...............................................................................................4-19
Figure 4-19
Whiteboard Screen ...................................................................................................4-20
Figure 4-20
Application Dialog Screen ........................................................................................4-21
Figure 4-21
Sharing Screen .........................................................................................................4-22
Figure 4-22
Chat Dialog Screen ..................................................................................................4-23
Figure 4-23
Participant’s Chat Screen .........................................................................................4-24
Figure 4-24
FTP Dialog Box ........................................................................................................4-25
Figure 4-25
FTP File Selector Screen .........................................................................................4-26
Figure 4-26
Add Note Screen ......................................................................................................4-27
Figure 4-27
Directory View Screen ..............................................................................................4-28
Figure 4-28
Select Visible Columns Screen ................................................................................4-33
Figure 4-29
Directory Maintenance Screen .................................................................................4-34
Figure 4-30
Departments Screen ................................................................................................4-35
Figure 4-31
Contacts/Personal List .............................................................................................4-37
Figure 4-32
Call Log Screen ........................................................................................................4-40
Figure 4-33
Visible Columns Menu ..............................................................................................4-42
Figure 4-34
Telephone Conversation Playback Screen ..............................................................4-42
Figure 4-35
Call Log Archive Screen ...........................................................................................4-44
Figure 5-1
Preferences Menu ......................................................................................................5-1
Figure 5-2
Preferences – General Menu .....................................................................................5-2
Figure 5-3
Preferences – BLF/DSS Menu ...................................................................................5-4
Figure 5-4
Preferences – Recording Menu ..................................................................................5-6
Figure 5-5
Preferences – Personal Greeting Menu .....................................................................5-7
Figure 5-6
Preferences – Playback Menu ...................................................................................5-9
Figure 5-7
Preferences – Tool Buttons Menu ............................................................................5-11
Figure 5-8
Preferences – Active Call List Menu ........................................................................5-12
Figure 5-9
Preferences – Screen Pop Menu .............................................................................5-14
Figure 5-10
Preferences – Shortcuts Menu .................................................................................5-16
Figure 5-11
Preferences – Dialing Rules .....................................................................................5-18
Figure 5-12
Preferences – Telephony Settings Menu .................................................................5-20
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Figure 5-13
Preferences – Voice Mail Menu ............................................................................... 5-22
Figure 5-14
Preferences – Trunk Settings Menu ......................................................................... 5-23
Figure 5-15
Preferences – Video Settings Menu ......................................................................... 5-25
Figure 5-16
Preferences – Phone Image Menu .......................................................................... 5-27
Figure 6-1
Shared Services Configuration Utility ......................................................................... 6-2
Figure 6-2
Configuration Wizard – Shared Services Option ........................................................ 6-3
Figure 6-3
Shared Services – Quick Message ............................................................................ 6-5
Figure 6-4
Quick Message Example ........................................................................................... 6-6
Figure 6-5
Quick Messages Tracking – Active Call Area ............................................................ 6-7
Figure 6-6
Preferences – Quick Message ................................................................................... 6-8
Figure 6-7
Phone Message Menu ............................................................................................... 6-9
Figure 6-8
Preferences – Configuring Phone Messages ........................................................... 6-11
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Chapter 1
Introduction to Desktop Applications
SECTION 1
INTRODUCTION
This document describes the operation and functionality of the SV8100 Desktop
Applications.
SECTION 2
OVERVIEW
The SV8100 Desktop Applications is a new suite of software that combines the
telephony functionality of three standard products:
�
SP310 (IP Soft Phone)
�
PC Assistant
�
PC Attendant
Through licensing control and user selection, the application can be tailored to meet
the needs of a variety of end users. Three additional utilities are provided as part of
the desktop application suite:
�
Configuration Wizard – Steps the user through the process of providing the
settings that are required to start the desktop application.
�
Video Test Tool – Helps verify that the SP310 can communicate with and utilize
the video camera connected to the PC.
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SECTION 3
INSTALLATION CONSIDERATIONS
The Desktop Applications can be installed in two different configurations, standalone
or standalone with the 3rd-Party Shared Services.
3.1
Standalone Configuration
In the standalone configuration, any DSS/BLFs that need to appear in the
Desktop Applications must be programmed on a physical button on the
terminal or a DSS console attached to the terminal. If a Soft Phone extension
is used, the DSS/BLF must be programmed on a button on the Soft Phone
extension or DSS console assigned to the Soft Phone extension. In addition,
each Desktop Application user must maintain their own directory. The
standalone configuration is limited to 120 DSS/BLFs.
In the standalone configuration, each PC with the Desktop Applications has its
own 1st-Party CTI connection to the SV8100. The Desktop Applications
communicates to the SV8100 via the LAN on the TCP port defined for the
1st-Party CTI connection in Program 10-20-01. The 1st-Party CTI connection
is device 9 in 10-20-01 and the recommended port is 8282.
3.2
Standalone with 3rd-Party Shared Services
In the standalone with 3rd-Party Shared Services configuration, the desktop
application can view DSS/BLF information for all stations and trunks in the
system. The DSS/BLF status is provided to the Desktop Application from the
3rd-Party Shared Services. All call control is still done via the 1st-Party
connection. The 3rd-Party Shared Services is also required for Phone
Message, Quick Message, and a Shared Central Directory. Users do not have
to maintain their own directory with 3rd-Party Shared Services. The Shared
Central Directory is viewed by all users, and any changes made by one user
will be seen by the other users.
In the standalone with 3rd-Party Shared Services configuration, each PC with
the Desktop Applications still has its own 1st-Party CTI connection to the
SV8100 as described in the Standalone section. In addition, there is a PC with
the 3rd-Party Shared Services installed. This can be on a machine that also
has the Desktop Application or a dedicated machine. There is a drawback to
having the 3rd-Party Shared Services on a users PC that is using the Desktop
Application. If that user shuts down their machine, all other Desktop
Applications that are using 3rd-Party Shared Services will lose the 3rd-Party
connection. When this happens, the other users will receive an error. The
Desktop will still work for call control, but the Shared Central Directory, Phone
Message, and Quick Message features will not be accessible.
The PC with 3rd-Party Shared Services communicates to the SV8100 via the
LAN on the TCP port defined for the 3rd-Party CTI connection in Program 10-
20-01. The 3rd-Party CTI connection is device 1 in 10-20-01 and the
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recommended port is 8181. The PCs with the Desktop Application then have
second connection. This additional connection is to the PC that has the 3rd-
Party Shared Services. The Desktop Application communicates to the 3rd-
Party Shared Services PC via the LAN on TCP port 8888. This port can be
changed but must be changed in the 3rd-Party Shared Services and in the
Desktop Configuration Wizard.
3.3
O&M (Operation and Maintenance)
In either configuration, the Desktop Application can have a second connection
to the SV8100 for O&M (Operation and Maintenance). O&M allows the
Desktop Application to synchronize with the SV8100 when new buttons are
added to the extension the Desktop is controlling, and synchronize feature
access codes when they have been changed in the SV8100. The Desktop
Application communicates to the SV8100 for O&M information on the TCP
port defined for O&M in Program 10-20-01. The O&M connection is device 11
in 10-20-01 and the recommended port is 8010.
Refer to Figure 1-1 Desktop Connections on page 1-4 for a diagram of the
connections for the standalone, standalone with 3rd-Party Shared Services
and O&M configurations.
3.4
Remote Connections
In the first release of Univerge SV8100, Network Address Translation (NAT) is
not supported. Because of this, any IP multiline terminal or Desktop
Applications must appear to be on the same network as the SV8100 VoIP
Interface (IPLA). For remote Desktop Applications, such as SP310 Soft
Phone, this can be achieved using a VPN connection to the network where
SV8100 resides.
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Figure 1-1 Desktop Connections
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SECTION 4
SYSTEM REQUIREMENTS
The minimum recommended PC requirements and the supported operation systems
are described in this section.
4.1
Minimum PC Requirements
The minimum recommended PC requirements for running the desktop
application are as follows:
�
PC Class: Pentium 3
�
Processor Speed: 1GHz
�
RAM: 512MB Minimum, 1GB Recommended
�
Display: Super VGA (800 x 600) or higher
�
Available Disk Space: 50MB
�
CD-ROM Drive
�
Network Adapter
�
Sound Card
�
Video Camera (optional)
�
Microphone/Headset/USB Handset (optional)
�
Speakers (optional)
�
ADA-L is required for Recording/Personal Greeting with deskset
4.2
Supported Operating Systems
The desktop application is supported on the following operation systems:
�
Windows 2000, SP3
�
Windows XP, SP2
�
Windows Vista
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Chapter 2
Installation
The installation of the SV8100 Desktop Applications includes prerequisite software, if
the installation determines these do not already exist on the PC.
The following prerequisite software is installed:
�
Microsoft .NET Framework 2.0
�
Microsoft Visual C++ 2005 SP1 Redistributable Package
�
Direct X End-User Runtimes
�
Windows Real-Time Communications Client API SDK 1.3
After the prerequisite software is installed, the NECDesktop.msi installs. This
installation includes the following applications:
�
SV8100 Desktop Application
�
Video Test Tool
The Desktop Applications are installed in the following directory:
�
C:\Program Files\NEC Desktop Suite
Application logs are in the following directory:
�
C:\Documents and Settings\All Users\Application Data\SV8100 Application
Suite\PC Phone\Log Files
After installation is complete, the following application environment is available,
depending on what installation options where chosen:
�
Program group named “NEC”
�
Within NEC group are the following:
�
NEC Desktop Suite
�
NEC Desktop Configuration
�
Video Test Tool
�
TelephonyDriver(3rd)
�
Shared Services Configuration
�
A shortcut for Desktop Applications installs on the Windows desktop.
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SECTION 1
INSTALLATION STEPS
To install the SV8100 Desktop Applications, perform the following procedure:
1.
Insert the NEC Applications Installation CD. The CD autoruns. If it does not
autorun, go to Start>Run and type d:\NECInstaller.exe, where d: is the CD ROM
drive.
2.
The NEC Installer window opens. Click Next.
Figure 2-1 NEC Applications Installation Window
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3.
Choose Install.
Figure 2-2 Install or Uninstall Options
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4.
Choose the Applications to install, then click Next.
The applications include:
NEC Desktop Suite - Choose this option to install the NEC Desktop Application
to be used for SP310 IP Soft Phone, PC Assistant or PC Attendant.
End User Pro - Choose this option to install the End User Programming tool
used for programming buttons and extension based programming like Name
display and display language.
NEC Telephony Service - Choose this option to install the 3rd-Party Shared
Services on the 3rd-Party CTI server if needed.
Quick Message Client - Choose this option to install the Quick Message Client
on machines that will receive quick messages and are not using the Desktop
Application for SP310, PC Assistant, or PC Attendant. The quick message
client is built into the Desktop Application, so there is no need to install the client
for Desktop Application users.
NEC Phone Dialler - For details on Phone Dialler please refer to Phone Dialler
manual.
Figure 2-3 Application Selection to Install or Remove
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5.
Enter the IP Address of the IPLA interface on the CPU (10-12-09), then click
Next.
Figure 2-4 IP Address for CPU Connection Settings
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6.
Click Next at the Confirm Actions window.
Figure 2-5 Confirm Actions Window
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7.
Agree to the license agreement and click Next.
Figure 2-6 Accept License Agreement
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8.
Click Next in the NEC Desktop Suite window.
Figure 2-7 NEC Desktop Suite Setup Wizard
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9.
Define the installation folder or click Next to accept the default folder.
Figure 2-8 Select Installation Folder
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10.
Click Next at the Confirm Installation Window.
Figure 2-9 Confirm Installation
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11.
Click Close at the Installation Complete Window.
12.
If you chose to install the NEC Telephony Service, the installation begins. Click
Next. If you did not choose to install the NEC Telephony Service, go to Step 27.
Figure 2-10 NEC Infrontia Telephony Driver (3rd) Setup
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13.
Click Browse to define the installation folder, or click Next to accept the default
folder.
Figure 2-11 Telephony Driver (3rd) Setup - Destination Location
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14.
Define the IP Address of the CPU, the 3rd-Party TAPI TCP port programmed in
10-20-01, the IP address of the machine you are installing on, and the
Communication time-out, if other than the default.
Figure 2-12 Telephony Driver (3rd) Setup - TCP/IP Connection Setting
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15.
Click Next at the Service Setting Window.
Figure 2-13 Telephony Driver (3rd) Setup - Registration Window
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16.
Click Next at the Operation Mode Setting window.
Figure 2-14 Telephony Driver (3rd) Setup - Operation Mode Setting
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17.
Click Next at the Start Copying Files Window.
Figure 2-15 Telephony Driver (3rd) Setup - Start Copying Files
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18.
Click Next at the NEC Telephony Service Window.
Figure 2-16 NEC Telephony Service Setup Wizard
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19.
Define the Installation Folder or Click Next to accept the default folder.
Figure 2-17 Telephony Service - Select Installation Folder
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20.
Click Next at the Confirm Installation Window.
Figure 2-18 Telephony Service - Confirm Installation Start
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21.
Click Close at the Installation Complete Window.
Figure 2-19 Telephony Service - Installation Complete
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22.
If you chose the Quick Message Client, the installation begins. Click Next at the
Quick Message Client Window, or go to Step 27, if you do not choose to install
at this time.
Figure 2-20 Quick Message Client - Setup Wizard
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23.
Define the installation folder or click Next to accept the default folder.
Figure 2-21 Quick Message Client - Install Folder
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24.
Click Next at the Confirm Installation Window.
Figure 2-22 Confirm Quick Message Client Installation
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25.
Click Close at the Installation Complete Window.
Figure 2-23 Quick Message Client - Install Complete
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26.
Click Next at the NEC Installer Window showing what was installed.
Figure 2-24 NEC Installer Summary
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27.
Click Finish.
Figure 2-25 Installation Complete
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SECTION 2
SV8100 DESKTOP APPLICATIONS SYSTEM PROGRAMMING
The following table lists the SV8100 System programming related to the Desktop
Applications.
Table 2-1 SV8100 Desktop Applications System Programming
Program
Description
Input Data
10-12-03 CD-CP00 Network
Setup – Default Gateway
Define the default gateway to be
used by the IPLA interface.
0.0.0.0 ~ 126.255.255.254
128.0.0.1 ~ 191.254.255.254
192.0.0.1 ~ 223.255.255.254
(Default = 0.0.0.0)
10-12-09 CD-CP00 Network
Setup – IP Address
Define the IP Address for the
IPLA interface.
0.0.0.0 ~ 126.255.255.254
128.0.0.1 ~ 191.254.255.254
192.0.0.1 ~ 223.255.255.254
(Default (slot1) = 172.16.0.10,
10-12-10 CD-CP00 Network
Setup – Subnet Mask
Define the Subnet Mask for the
IPLA interface.
128.0.0.0
240.0.0.0
254.0.0.0
255.192.0.0
255.248.0.0
255.255.0.0
255.255.224.0
255.255.252.0
255.255.255.128
255.255.255.240
255.255.255.254
192.0.0.0
248.0.0.0
255.0.0.0
255.224.0.0
255.252.0.0
255.255.128.0
255.255.240.0
255.255.254.0
255.255.255.192
255.255.255.248
255.255.255.255
224.0.0.0
252.0.0.0
255.128.0.0
255.240.0.0
255.254.0.0
255.255.192.0
255.255.248.0
255.255.255.0
255.255.255.224
255.255.255.252
(Default - 255.255.0.0)
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10-20-01 Lan Setup for External
Equipment - TCP Port
Define the TCP port for the LAN
CTI and O&M communication
between the CD-CP00 and the
Desktop Applications.
0-65535
Device 1 (1st-Party CTI used only if 3rd-Party Shared
Services is used) = 0 (Port 8181 recommended.
(Default -Device 9 (LAN CTI Port) = 0 (Port 8282
recommended), Device 11 (O&M Port) = 8110)
10-46-01 SIP Multiline Server
Setup - Register Mode
Define the way the Desktop
Application Soft Phone will
register with the system.
Desktop Configuration must be
set to match this setting or it will
not launch.
Refer to Chapter 7 Desktop
Registration and Soft Phone
Override for more information
about registration mode.
0 = Normal
1 = Auto
2 = Manual
(Default = 0)
0 = Normal mode:
When the SP310 launches, it will report the ext.
assigned in the Desktop Configuration or choose the
next available extension in the system. No password
required.
1 = Autos
If set to auto then the SIP user
name and password must be
entered in the Desktop Configuration. These settings
must match 84-22/15-05-27, or the
Soft Phone) will not come on-line.
2 = Manual:
When the Desktop Application launches, it will prompt
user to enter a user id and password before logging in. It
checks this user id/password against 84-22/ 15-05-27. If
there is no match, the Soft Phone will not come online.
15-05-27 IP Telephone Terminal
basic data setup - Personal ID
Index
Used when the Soft Phone or
SIP Multiline
telephone is using manual or
auto registration. Assign each
phone a unique personal index.
Then go to command 84-22 to
assign the user name and
password.
0-512
(Default = 0)
15-05-28 IP Telephone Terminal
basic data setup - Addition
Information Setup
Talking Party Off
Set to 0 for Desktop Application
Soft Phone.
0 = Disable
1 = Enable
(Default = 0)
15-07-01 Programmable
Function Keys
Assign function keys like DSS/
One Touch Trunk Appearance
keys to the Desktop Application
station.
00-99, *00-*99
(Default = keys 1-6 assigned *01 for the first 6 trunks in
the system)
Program
Description
Input Data
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30-01-01 DSS Console
Operation Mode
Set the mode for the system
DSS consoles.
0 = Business Mode
1 = Hotel Mode
2 = ACD Monitor
Mode
3 = Business/ACD
Mode
(Default = 0)
30-02-01 DSS Console
Extension Assignment
Assign which extensions will
have one of the 32 DSS
consoles associated with them.
The extension number for the multiline terminal
connected with the DSS console (up to eight digits)
30-03-01 DSS Console Key
Assignment
Assign the key
assignments for 60-button DSS
Consoles. A DSS Console key
can have any function
with up to four digits (example:
DSS/One Touch or Trunk key).
00-99, *00-*99
(The DSS keys 01~60 of all DSS consoles = DSS/
One-Touch key 101~160. The DSS keys 61~114 of all
DSS consoles = None)
84-20-02 SIP Extension Basic
Data Setup - Session Timer
Value
Set to 0 for Desktop Application
Soft Phone.
0-65535
(Default = 180)
84-20-03 SIP Extension Basic
Data Setup - Minimum Session
Timer Value
Set to 0 for Desktop Application
Soft Phone.
0-65535
(Default = 180)
84-22-01 SIP Multiline Login
Information Setup - User ID
Input the User ID for each
Personal ID Index (1-512) when
using auto or manual registration
in 10-46-01.
Up to 32 characters
(Default not assigned)
84-22-02 SIP Multiline Login
Information Setup - Password
Input the Password for each
Personal ID Index (1-512) when
using auto or manual registration
in 10-46-01.
UP to 16 characters
(Default not assigned)
84-22-04 SIP Multiline Login
Information Setup - Log Off
Enable or Disable the ability for
each SIP Multiline or Soft Phone
to log off and to be overridden by
another SIP Multiline of Soft
Phone.
1 = On (Enable)
0 = Off (Disable)
(Default = 1)
84-26-01 IPLA (DSP) Basic
Setup - IP Address
Assign IP addresses to the DSP
resources on the IPLA.
0.0.0.0 ~ 126.255.255.254
128.0.0.1 ~ 191.254.255.254
192.0.0.1 ~ 223.255.255.254
(Default (Slot 1) =172.16.0.20,
Program
Description
Input Data
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SECTION 3
CONFIGURATION WIZARD
The Configuration Wizard steps the user through the settings that the application
requires to connect to the SV8100 Telephone System and to initialize the appropriate
application type.
3.1
Configuration Startup
The Configuration Wizard launches automatically the first time the desktop
application is started after installation.
The Configuration Wizard can be started at Start/All Programs/NEC/SMB8000
Desktop Configure.
The Configuration Wizard can be initiated from within the application from:
� Toolbar Mode: File/Configuration Wizard
� Window Mode: Tools/Configuration Wizard
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3.2
Configuration Wizard, Screen 1
The first screen displayed for the configuration wizard contains the following
settings.
� The Network Name/IP Address field is used to identify the network
location of the SV8100 Telephone System. Either the Network Name or
full IP address of the IPLA interface can be entered in this field.
� The CTI Port Number field is used to identify the port number assigned to
Device 9 in Program 10-20-01.
� The SIP Port number field is used to identify the port number assigned in
the SV8100 Telephone System for SIP devices.
� The O&M Port field is used to specify the port number that is assigned to
Device 11 in Program 10-20-01 for the O&M Interface.
Figure 2-26 Configuration Wizard, Screen 1
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� The O&M User ID field is used to specify the login name that is required to
access the O&M interface. This should be a UA (User Administrator) level
access. Example: USER1 with password 1111 found in Program 90-02.
At default the User ID is the extension number and the password is 1111.
� The O&M Password field is used to specify the security password that is
required to access the O&M interface. This should be a UA (user
administrator) level access. Example; USER1 with password 1111 found
in Program 90-02. At default the User ID is the extension number and the
password is 1111.
� The Enable Shared Services enables the shared services features like
shared directory.
� The Network Name/IP Address field under Shared Services specifies the
network name or IP address of the PC that houses the shared services.
� The Port Number field defines the port used to retrieve information from
the shared services server.
� The Network Interface lists all of the network interface cards that are
installed in the host PC.
� Selecting a card from the Network Interface list specifies the interface
card to be used to communicate with the SV8100 Telephone System.
� The Next button advances the Configuration Wizard to the second form.
� The Cancel button exits the Configuration Wizard without saving any of
the updated settings.
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3.3
Configuration Wizard, Screen 2
The second screen displayed for the configuration wizard contains the
following settings.
� The License Level setting controls the level of features that are enabled
within the application. The feature set associated with each license level is
detailed in Appendix A Features by License Level.
� The available license levels are: PC Attendant, PC Assistant and SP310.
� Selecting the Trial Mode option starts the application without requesting a
license from the SV8100 telephone system.
Figure 2-27 Configuration Wizard, Screen 2
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� Selecting the Enhancement Bundle options starts the application with the
use of the Chat, Application Sharing, Whiteboard, and File Transfer
features.
� The System Mode selection is used to specify the Login mode that is set
within the SV8100 Telephone System in Program 10-46-01: Plug and
Play, Automatic, or Manual. This setting must match Program 10-46-01
even if the Desktop Application is run in Deskset (CTI) mode.
� The User ID and Password fields are only enabled for Manual and
Automatic modes.
� The User ID specifies the user identification to be used to login the user
session.
� The Password specifies the security password associated with the
specified User ID.
� The Back button returns to the previous Configuration Wizard menu.
� The Next button advances to the third Configuration Wizard menu.
� The Cancel button exits the Configuration Wizard without saving any of
the updated settings.
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3.4
Configuration Wizard, Screen 3
The third screen displayed for the configuration wizard contains the following
settings.
� The Deskset option specifies that the desktop application is going to
control a physical telephone.
� The Deskset Extension indicates the extension number of the phone to
be controlled by the application.
� The IP Soft Phone option specifies that the desktop application is going to
initiate a SIP Soft Phone session.
� The IP Soft Phone Extension indicates the extension number of the SIP
Soft Phone. If the registration mode is set to Plug and Play, this field can
be left blank and the system assigns the next available extension.
Figure 2-28 Configuration Wizard, Screen 3
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� The Audio Device lists all of the audio devices that are installed on the
Host PC.
� The selected Audio Device is used to control the microphone and
speaker functionality of the IP Soft Phone.
� The Ring Volume slider controls the level of ringing for incoming calls to
the IP Soft Phone.
� The Special Audio lists the additional devices that are available for use,
such as USB handsets or headsets.
� The Cradle Hook option when selected enables the hook function by
lifting the handset up/down from the cradle.
� The Local Ring option when selected enables notification of an incoming
call through the USB device.
� The Volume control sets the level of the ring tone, when Local Ring is
enabled.
� The Headset Hook when selected enables the hook function by lifting the
headset up/down from the cradle.
� The Use analog headset port option when selected enables the use of
the headset port for an analog headset connected to the USB device.
� The F1-F4 fields set the function key assignments for each of the four
function keys on the USB Handset.
� The Back button returns to the previous Configuration Wizard menu.
� The Finish button completes the Configuration Wizard and closes the
menu.
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Chapter 3
Desktop Application Startup
The Desktop Application can be started in any of the following ways:
�
Double-clicking on the desktop application icon within the Windows desktop
area.
�
Selecting Start/All Programs/NEC/NEC Desktop Suite
During startup, the following actions are performed:
�
The first time the application is started after installation, the Configuration Wizard
automatically runs.
�
If the user selects SP310 or PC Assistant, the application starts the first time in
toolbar mode.
�
If the user selects PC Attendant, the application starts the first time in Window
mode.
�
Each time the application is started after the initial startup, it starts in the same
mode it was in (Toolbar, Window, or Compact Phone) when the application was
last exited.
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SECTION 1
FULL WINDOW MODE
This UI mode presents valuable information about the current call activity and
provides easy access to the basic operations required by the attendant. Using either
the mouse or keyboard, the user can quickly move between the different areas of the
screen to dispatch callers, search the company directory, and view the status of the
individual lines. An example of the Full Window Mode is shown in Figure 3-1 Full
Window Mode Screen.
The main screen consists of the following areas:
Each of these screen regions is further described in the following sections.
Figure 3-1 Full Window Mode Screen
Title Bar and Main Menu
Provides the standard windows controls and access to standard
operations and utilities through the pull-down menus.
Function Toolbar
Provides quick access to the most commonly used call processing
and attendant functions.
Active Call List
Displays information about the current call, a list of all calls currently
active on the console, and active Quick Messages.
BLF/DSS Area
Provides the Busy Lamp field and Direct Station Select functionality,
comparable to a DSS module. Also includes a special tab for Speed
Dial numbers.
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1.1
Title Bar and Main Menu
The Title Bar and Main Menu provide the standard windows controls and
access to basic operations and utilities through pull-down menus.
The standard Windows controls on the Title Bar are as follows:
The Main Menu provides a drop-down menu, which lists all of the functions
available within a selected category. The functions available from the Main
Menu are as follows:
File
View
Tools
Minimize
Hide the application's main window and include an entry to restore
the application in the Windows task bar.
Maximize/Restore
Change the size of the application main window. Maximize increases
the size of the window to fill the entire display. The Restore function
reduces the size of the main window to the previous dimensions.
Close
Exit the desktop application.
Exit
Close the Desktop Application.
Toolbar
Change UI mode to Toolbar mode.
Compact Phone
Change UI mode to Compact Phone.
Sort BLF By
Change the sort order of the BLF buttons. Sort options are
Extension, First Name, and Last Name.
Sort Speed Dial By
Change the sort order of the Speed Dial button.
Preferences
Customize operational settings for the desktop application.
Configuration
Wizard
Launch to configuration wizard to modify application settings.
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Window
Help
1.2
Function Toolbar
The Function Toolbar provides quick access to the most commonly used call
processing functions. A function on the toolbar can be selected by using the
mouse to click on the desired function button or by pressing the associated
hotkey sequence on the keyboard. If additional information is required to
complete the operation, then a supporting menu is displayed requesting
additional input from the user.
Individual buttons on the Function Toolbar become disabled if the function is
not allowed for the current state of the telephone. For example, the Answer
button is only enabled when a call is ringing on the telephone.
The functions available on the Function Toolbar are as follows:
�
Answer
�
Hold
�
Transfer
�
Hang Up
�
Dial
�
Conference
�
Record
�
Page
�
Park
�
Unpark
�
Night Mode
Call Log
Open a separate window to view the call history.
Directory
Open a separate window to view the Directory/Contact List.
Phone Image
Display emulation phone image/control when the Desktop
Application is run in IP Soft Phone mode.
Contents and
Index
Access the on-line help system by topic.
About
View the copyright notice and current revision of the desktop
application.
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�
Barge In
�
Directed Call Pickup
�
Group Call Pickup
�
Pickup Other Group
�
Last Number Redial
�
Voice Over
�
Call Redirect
�
Call Forward
�
Do Not Disturb
�
Custom Message
�
Background Music
�
Auto Callback
�
Video
�
Whiteboard
�
Share
�
Chat
�
FTP
�
Switch Login Mode
�
Add Note
The operation of each of these functions is further described in Section 1
Toolbar Functions on page 4-1.
1.3
Active Call List
The Active Call List displays all of the calls that are currently being handled by
the application. The list includes calls that are in the following states:
�
Ringing
�
Connected
�
Held
�
Parked (Trunk Calls Only)
1.3.1
Active Call List Format
The active call entry that is displayed on the top of the list is always
the connected (active) call.
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Each entry in the active call list includes the following information,
based upon the current state of the call:
�
Line/Trunk Identifier
�
Connection Status
�
Timer displaying time in current state
�
Calling Party/Called Party Identification
�
User-defined Notes
The colour of the frame for each entry in the active call list also
indicates the state of the call. The following table shows the colours
that represent each call state.
Calls are automatically removed from the active call list when they are
disconnected.
1.3.2
Active Call List Operations
The following operations are valid within the Active Call List:
�
Clicking on a ringing call automatically answers that call.
�
A right mouse click on an entry displays a pop-up menu with the
function, Add/Edit Note.
�
Selecting Add/Edit Note displays a dialog that allows the user to
append a note to the active call. This note is included in the call log
entry for this call.
1.4
BLF/DSS Area
The Busy Lamp Field (BLF)/Direct Station Select (DSS) Area provides for
monitoring and quickly accessing different phone system resources. By
selecting different tabs in this area the user can select between viewing BLF/
DSS buttons, monitoring trunks, and accessing a personal speed dial list.
State
Frame colour
Active/Connected
Green
Ringing
Red
Held
Yellow
Parked
Blue
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1.4.1
BLF/DSS Tabs
Each key on the BLF/DSS Tab is used to monitor another station on
the telephone system and provides one-touch access to that station.
In addition to the basic add-on module functionality, the BLF/DSS
Tab also provides access to other telephony functions.
1.4.1.1
BLF/DSS Programming
�
By default the BLF/DSS view includes an entry for the
user local extension.
�
Additional BLF buttons are created for each extension
that is programmed as a one-touch key on the user’s
phone. (MB 15-07-01 and 30-03-01)
�
One-Touch keys must be programmed on buttons that
physically appear on the phone or a console connected
to the phone. BLF information will not be provided to the
Desktop Application for any one-touch keys that are
programmed on buttons higher than the phone physically
has.
�
The desktop application acquires the list of programmed
one-touch keys at startup.
�
Any changes to the phone programming that occur while
the application is running are reflected in the application
only after the application is restarted.
�
Alternately, the Tools ’ Preferences/BLF-DSS tab
includes
a Synchronize function that reads the current phone
programming.
1.4.1.2
BLF Button Design
�
Each BLF button includes an LED image, followed by an
identifier.
�
The LED image changes colour to indicate the current
state of the extension.
�
The supported colours/states are as follows: Gray (Idle),
Green (Busy), Red (Call Forward Immediate/DND All).
�
The label can show the extension number, directory
name associated with this extension, or both, as
determined by the user settings.
1.4.1.3
BLF/DSS Layout
The Preferences/BLF-DSS tab specifies the layout of the BLF/
DSS area. Through this dialog the user can set the following:
�
Define BLF Groups (tabs).
�
Set Visible BLF Groups (tabs).
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�
Specify members of each BLF Group.
�
Define label format for the BLF buttons.
�
Specify the name order used on the BLF and Directory
views.
The Preferences dialog is further defined in the Preferences
section of this document.
The user can also change the sort order of the BLF buttons
using the View ’ Sort BLF By options on the Main Menu. The
available sort options are by Extension, by First Name, or by
Last Name.
1.4.1.4
BLF/DSS Operations
The BLF/DSS buttons provide one-touch access as follows:
�
When the local phone is idle, selecting an idle BLF button
initiates a call to that extension.
�
When the local phone has an active call, selecting an idle
BLF button initiates a transfer to that extension.
�
A configuration option set in Tools ’ Preferences ’
Shortcuts defines the action when the user double-clicks
on a busy BLF with an active call. The options are:
�
Send active call to voice mail for the selected extension.
�
Put caller on hold and initiate voice over.
�
Camp caller on second line of selected extension.
�
Performing a right mouse click on a BLF button provides
access to the following functions:
�
Dial
�
Voice Mail
�
Transfer
�
Conference
�
Voice Over
�
Camp
�
Call Redirect
�
E-Mail
�
Add/Edit Note
�
Clear Note
�
Video
�
Whiteboard
�
Application Sharing
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�
Chat
�
FTP
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Each of these functions is further described in the Functions
section of this document.
1.4.1.5
Trunks Tab
�
The Trunks tab allows the user to monitor the status of
the trunk appearances that are programmed on the local
phone.
�
The LED image shows the trunk status using the
following colour scheme: Grey (Idle), Red (Ringing),
Green (Busy).
�
The Trunks tab can be hidden by clearing the
corresponding Visible tabs setting within the
Tools ’ Preferences/BLF-DSS tab.
1.4.1.6
Speed Dial Tab
�
A special tab labeled Speed Dial is included in the BLF/
DSS area. When selected, this tab displays a set of
buttons that the user has designated as speed dials.
�
Clicking on an entry in the Speed Dial list immediately
generates a call to the selected number.
�
Entries are added to the Speed Dial list through the
Directory/Contact List/Personal windows.
�
A right-mouse click on a Speed Dial entry opens a menu
that allows the user to Dial the selected entry or Delete
the entry from the Speed Dial list.
SECTION 2
TOOLBAR MODE
This UI mode presents valuable information about the current call activity and
provides easy access to the basic operations required by the normal phone user. The
Toolbar UI layout takes up a minimum amount of space on the desktop, so as to not
interfere with the operation or viewing of other applications. An example of the Toolbar
Mode is shown below.
Figure 3-2 Toolbar
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The toolbar consists of the following areas:
Each of these screen regions is further described in the sections to follow.
2.1
Dial String Field
�
The Dial String Field is a combo box in which the user specifies the
phone number to be dialed.
�
The drop down list for this field contains the most recently dialed
numbers
�
The drop down list displays up to 20 numbers.
�
The numbers are listed with the most recent at the top.
�
Selecting a number from the list places the number as the current
number to be dialed.
�
The user can enter a number in this field by manually typing in a number
or using cut/paste.
�
With a phone number highlighted in another Windows application,
pressing copies the selected number into the dial string field.
2.2
Call Status Area
�
The Call Status Area is shown below the Recent Call List.
�
Round icons are used to represent the calls that are active on the phone.
�
The colour of each icon indicates the call status as follows:
�
Ringing (Red)
�
Active (Green)
�
Held (Yellow)
�
When a call first enters the ringing state, a tooltip balloon is displayed
over the call status icon.
Dial String Field
Specifies the number to be dialed and maintains a list of the most recently
dialed numbers.
Call Status Area
colour-coded icons represent the status of active calls.
Dial/Hangup Button
Controls the hookswitch state of the phone.
Speed Dial List
Displays a user-maintained list of frequently dialed numbers.
File Button
Provides access to additional menu items, such as configuration settings
and additional application views.
Hold Button
Places the active call on Hold.
Function Toolbar
Provides quick access to the most commonly used call processing and
application functions.
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�
Hovering the mouse over an icon displays the tooltip balloon for the
selected call.
�
The following information is included in the tooltip balloon, based upon
the type of call:
�
Line/Trunk Number
�
Connection Status
�
Calling Party/Called Party Identification
�
Time in current state
�
User-Defined Notes
2.3
Dial/Hangup Button
�
The Dial/Hangup button is used to control the hookswitch function.
�
When the phone is idle, the button shows the Dial icon.
�
When the phone is busy, the button shows the Hangup icon.
�
Pressing the Dial button initiates a call to the number entered in the Dial
String field.
�
Pressing the Hangup button disconnects the active call.
2.4
Speed Dial List
�
The combo box next to the Dial button provides access to the Speed Dial
list.
�
Clicking on an entry in the Speed Dial list immediately generates a call to
the selected number.
�
Entries are added to the Speed Dial list through the Directory/Contact
List/Personal windows.
�
A right-mouse click on a Speed Dial entry opens a menu that provides
access to the following functions:
�
Edit – Open the associated database entry for editing.
�
Dial – Place a call to the selected number.
�
Transfer Immediate – perform a blind transfer of the active call to the
selected destination.
�
Transfer Supervised – initiate a supervised transfer of the active call to the
selected destination.
�
Conference – initiate a conference call with the selected destination.
�
E-Mail – create a new e-mail message with the selected name as the
intended recipient.
�
Delete – remove the selected entry from the Speed Dial list.
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2.5
File Button
The File button provides access to functions for configuring the application
and changing the view/UI mode. The functions available from the File button
are as follows:
Preferences
Configuration Wizard
Call Log
Directory
View
Help
Exit
Customize application-level configuration settings.
Start the configuration wizard to access system-level configuration settings.
Open a separate window to view the call history.
Open a separate window to view the Directory/Contact List/Personal Directory.
Window
Change UI mode to Full Window mode.
Compact Phone
Change UI mode to Compact Phone.
Phone Image
Display emulation phone image/control.
Contents and Index
Access the on-line help system by topic.
About
View the copyright notice and current revision of the
desktop application.
Close the desktop application.
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Phone Image
This same pop-up menu can be accessed by pressing the right mouse button
while pointing at an open area within the toolbar.
2.6
Hold Button
�
The Hold button places the active call on hold.
�
The Hold button is only enabled when a call is active on the phone.
2.7
Function Toolbar
The Function Toolbar provides quick access to the most commonly used call
processing functions. A function on the toolbar can be selected by using the
mouse to click on the desired function button or pressing the associated
hotkey sequence on the keyboard. If additional information is required to
complete the operation, then a supporting menu is displayed requesting
additional input from the user.
Individual buttons on the Function Toolbar become disabled if the function is
not allowed for the current state of the telephone. For example, the Answer
button is only enabled when a call is ringing on the telephone.
The functions available on the Function Toolbar are as follows:
�
Answer
�
Hold
�
Transfer
�
Hang Up
�
Dial
�
Conference
�
Record
�
Page
�
Park
�
Unpark
�
Night Mode
�
Barge In
�
Directed Call Pickup
Open the emulation phone mode.
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�
Group Call Pickup
�
Pickup Other Group
�
Last Number Redial
�
Voice Over
�
Call Redirect
�
Call Forward
�
Do Not Disturb
�
Custom Message
�
Background Music
�
Auto Callback
�
Video
�
Whiteboard
�
Share
�
Chat
�
FTP
�
Switch Login Mode
�
Voicemail
�
Add Note
The operation of each of these functions is further described in Section 1
Toolbar Functions on page 4-1.
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SECTION 3
COMPACT PHONE MODE
The Compact Phone is a user interface mode within the desktop application that can
be initiated from any of the licensing levels (SP310, PC Assistant, and PC Attendant).
The Compact Phone mode is a valid UI mode when the desktop application is
connected to the telephone system using Deskset, IP Soft Phone or SIP only mode.
When the Compact Phone mode is selected, the Toolbar, Window, and Emulation
images are not shown. Upon entry into Compact Phone Mode, the Compact Phone
image initially displays “Closed”, as described in the following section.
3.1
Closed Phone Mode
The Closed Phone image is the default state when this control is enabled. The
following image provides an example of the closed phone.
Figure 3-3 Closed Phone Image Screen
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The display on the Closed Phone image shows the following information,
based upon the current phone state.
The following mouse click events are supported when the Compact Phone is
in the closed state.
Phone State
Display
Idle
Date and Time
Ringing
Caller ID, if received, else "Call from Unknown"
Mouse Click
Action
Double Click
Open compact mode
Right Click
Display pop-up menu with the following options:
Open – open compact phone
End Share Session – close application share session
View – switch to Window mode or Toolbar mode
Exit – close the desktop application
Help – view online help or product information page
Left Button/Drag
Reposition compact phone image. Image cannot be dragged
from within LCD area.
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3.2
Open Phone – Dial View
By default, the Compact Phone initially opens with the phone in Dial mode. An
example of the Dial format is shown in Figure 3-4 Open Phone – Dial View.
Figure 3-4 Open Phone – Dial View
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The Open Compact Phone has four fixed buttons at the top of the display
providing the following functions:
�
Answer/Off-hook
�
Call Log
�
Directory
�
On-hook/Disconnect
The bottom of the display provides the following functions:
�
The dial pad can be used to enter the number to be dialed.
�
The user can also enter a telephone number by pressing the
corresponding keys on the PC keyboard.
�
The menu button returns the image to the Menu display.
�
The top part of the image is a display area that shows the Calling Line ID
information for incoming calls and the dialing digits for outbound calls.
�
The bottom section of the Menu mode area provides a volume control
which adjusts the volume level of the incoming audio.
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3.3
Open Phone – Directory View
The Directory View is shown at the top of the Compact Phone, when the
Directory function is selected from the Menu area. An example of the Directory
View is shown in Figure 3-5 Open Phone – Directory View.
Figure 3-5 Open Phone – Directory View
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�
The top of the Directory View provides a selector that controls which
entries are displayed in the Directory View (Directory, Contact List,
Personal).
�
The main section of the Directory View lists each of the defined entries.
�
Each entry includes the extension/phone number and the associated
name.
�
A scroll bar is displayed on the right side of the image to allow the user to
step through the list of entries.
�
If the phone is idle, double-clicking on an entry in the Directory list dials
the selected number.
�
A Maximize icon at the top of the Directory view allows the user to view
the full Directory as a separate window.
�
A Close icon at the top of the Directory image allows the user to exit the
Directory view.
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3.4
Open Phone – Menu View
To provide access to the function toolbar in the bottom section of the Compact
Phone, select the Menu button on the Dial View. See the function toolbar in
Figure 3-6 Open Phone – Menu View on page 3-22.
.
To return to the Dial View, select the Dial function from the toolbar
functions.
Figure 3-6 Open Phone – Menu View
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�
The toolbar provides quick access to commonly used functions. The
function buttons displayed in this area are the same set displayed in the
Toolbar and Window modes.
�
The visible functions and their order are defined within the Toolbar tab of
the Preferences menu.
�
The icons displayed in this area are a fixed size so that four buttons can
fit on one row.
�
If all of the function icons cannot be displayed in the toolbar area, a scroll
bar is displayed on the right side of the image.
�
If additional user input is required after selecting a toolbar function, a
separate input form is displayed.
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3.5
Open Phone – Call Log View
Selecting the Call Log button will change the top section of the Compact
Phone to display a list of the most recent calls. An example of the call log view
is shown in Figure 3-7 Open Phone – Call Log View.
Figure 3-7 Open Phone – Call Log View
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�
Each entry will indicate if the call was inbound or outbound, the name/
number of the calling/called party, and the date/time of the call.
�
If the phone is idle, a double-click on an entry will initiate a call to the
designated party.
�
Icons at the top of the Call Log view allow the user to filter the call log by
(All Calls, Missed Calls, Inbound Calls, and Outbound Calls)
�
A Maximize icon at the top of the Call Log view allows the user to view
the full Call Log as a separate window.
�
A Close icon at the top of the Call Log image allows the user to exit the
Call Log view.
3.6
Compact Phone Video Call
Selecting the Video function on the Compact Phone will hide the current top
half of the phone and open the Compact Phone video window as a detached
window. The following example shows the Compact Phone with the Video
window open.
�
The video window will always open in a position horizontally centered on
the PC screen and vertically even with the bottom half of the phone, as
shown in the following sample.
�
When the video window is open, there will be two entries in the task bar
for the desktop application.
�
The detached video window cannot be minimized.
Figure 3-8 Compact Phone Video Call
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�
The detached video window will resize to the wide view when more than
two video images are active.
�
If the user selects Call Log or Directory function on the phone toolbar,
when the video window is active, the video window will be hidden and
the top half of the Compact Phone will show the requested view. To bring
the video image back, the users can select Video function from the
toolbar functions.
�
The controls on the bottom of the Video Window provide the following
functions:
�
Show Self-Image
�
Hide Self-Image
�
Send Image
�
Pause Image
�
End Call
�
Add Member
SECTION 4
EMULATION PHONE MODE
The Emulation Phone is an on-screen representation of a deskset that can be opened
through the Window or Toolbar modes. This user interface option is provided to allow
users access to telephony functions through individual key presses.
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4.1
Emulation Phone Base Module
The base module for the emulation phone simulates a 24-button deskset, as
shown in Figure 3-9 Emulation Phone Base Module.
The emulation phone image operates in the same manner as a physical
deskset, with the following exceptions:
�
The LCD display does not support the double-height setting.
�
The labels shown above the programmable keys are limited to six
characters.
Figure 3-9 Emulation Phone Base Module
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�
The JogKey (Round, four-position control) does not provide the same
functionality as the physical phone. The up and down sides of the
control will open the volume adjustment bar, and the left side will bring
up the redial number.
4.2
Emulation Phone Add-On Module
The Phone Image tab on the Preferences menu allows the user to specify an
expansion module be included in the phone image. When this option is
selected, an eight-button add-on module will be displayed, as shown in Figure
3-10 Emulation Phone Add-On Module.
The add-on module operates in the same manner as the physical add-on
module by providing eight programmable buttons to enhance the base
module.
Figure 3-10 Emulation Phone Add-On Module
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4.3
Emulation Phone DSS Module
The Phone Image tab on the Preferences menu allows the user to specify an
attendant module be included in the phone image. When this option is
selected, a 60-button DSS module will be displayed, as shown in Figure 3-11
Emulation Phone DSS Module.
�
Each button on the DSS module includes two LEDs.
�
The right LED is green and when lit indicates that a message is pending
on the destination extension.
�
The left LED is red and simulates a solid lit LED, as well as supporting all
of the different flash rates that are available on the physical DSS module.
�
The state of the red LED tracks the same conditions that affect the LED
on the physical DSS module.
Figure 3-11 Emulation Phone DSS Module
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Chapter 4
Toolbar Functions
SECTION 1
TOOLBAR FUNCTIONS
The function buttons which appear in the function toolbar on the Full Window, Toolbar,
and Compact Phone modes provide access to the operations that are most frequently
used by the phone user. The set of function buttons which are displayed can be
customized by the user, as well as the size, order, and hotkey associated with the
function. Configuration of the toolbar button layout is described in Chapter 5
Application Level Configuration.
Each button changes from active to inactive depending on the state of the calls
managed by the application. The following table shows the set of functions that are
active for different phone states.
Phone
State
Call Active
Idle or Idle
with Held Calls
Idle
Ringing
Call
Active+Ringing
Other
Conditions*
Feature
Set
Hold
Dial
Answer
Hold
Voice Over*
Transfer
Page
Whiteboard
Transfer
Video*
Hang Up
Unpark
App Sharing
Hang Up
Record*
Conference
Night Mode
Chat
Conference
Record
Barge In
File Transfer
Record
Park
Directed Call Pickup
Park
Add Note
Group Call Pickup
Add Note
Whiteboard
Pickup Other Group
Whiteboard
App Sharing
Last Number Redial
App Sharing
Chat
Call Forward
Chat
File Transfer
Do Not Disturb
File Transfer
Selectable Message
* Voice Over becomes enabled when the user dials a busy
extension.
* Video becomes enabled when the application detects that a
video device (webcam) is connected to the host PC.
* When using a deskset with the desktop application, an external
recording interface, such as the ADA-L is required to enable
Recording.
.
Additional switch programming and class of service
permissions may be required to allow execution of some
of the available functions.
Background Music
Whiteboard
App Sharing
Chat
File Transfer
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Each of the feature keys available in the function toolbar and their associated actions
are described in the following sections.
1.1
Answer
�
The Answer button allows the user to pick up a ringing line.
�
If only one line is ringing, then the Answer button connects the user to the
ringing line and this becomes the active call.
�
If multiple calls are ringing, then the Answer key selects the oldest call.
�
If another trunk call is Active when the call is answered, then the original
call is automatically placed on hold. If another internal call is Active when
the call is answered, the original call is disconnected.
�
When a call is answered, the Active Call area (Full Window and Toolbar
modes) is updated with an entry for the new call.
1.2
Hold
�
The Hold function places the current active call on hold.
�
The Active Call entry changes from indicating Active to Held (Full Window
and Toolbar modes).
�
After the Hold function is selected, the current Active Call area is empty
(Full Window mode).
1.3
Transfer
The Transfer button initiates a transfer of the active call. When Transfer is
initiated, the Transfer dialog is displayed (Figure 4-1 Transfer Call Screen).
�
The user can manually enter the number to be dialed in the Destination
field using the number keys in the main area of the keyboard or the
number keys on the keyboard's keypad.
�
Alternately, the user can select an entry from the Destination drop down
list.
Figure 4-1 Transfer Call Screen
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�
The Destination drop down list includes a list of the most recent transfer
destinations entered in this dialog box.
The actions associated with each of the dialog buttons are described in the
following sections.
1.3.1
Transfer Call – Start
When the Start button is selected, the software will initiate a
supervised transfer of the call. The Transfer dialog will be updated
(refer to Figure 4-2 Transfer Call – Start).
�
Selecting the Complete button will connect the original caller to the
destination and disconnect the user.
�
Selecting the Disconnect button will hang-up from the call to the
Destination, and reconnect to the original caller.
1.3.2
Transfer Call – Blind
�
When the Blind button is selected, the application will initiate an
unsupervised transfer to the specified destination.
�
Once the transfer is complete, the active call will be removed from the
active call area (Full Window and Toolbar modes).
1.3.3
Transfer Call – Cancel
�
When the Cancel button is selected, the transfer operation will be
cancelled and the Transfer dialog will be closed.
�
Pressing the Esc key will also initiate the Cancel operation.
1.4
Hang Up
�
The Hang Up button will disconnect the user from the active call.
�
When the active call is disconnected, the associated entry in the Active
Call list will be removed (Full Window and Toolbar modes).
Figure 4-2 Transfer Call – Start
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1.5
Dial
The Dial button allows the user to initiate an outbound call. When Dial is
selected, the Dial following dialog will be displayed (refer to Figure 4-3 Dial
Screen).
�
The user can manually enter the number to be dialed in the Destination
field using the number keys within the main area of the keyboard or the
number keys on the keyboard's keypad.
�
Alternately, the user may select an entry from the Destination drop down
list.
�
The Destination drop down list includes a list of the most recent dial
destinations entered within this dialog box.
The actions associated with each of the dialog buttons are described in the
following sections.
1.5.1
Dial – Start
�
When the Start Call button is selected, the software will initiate an
outbound call to the specified destination.
�
The Active Call list will be updated to include an entry for the dialed call
(Full Window and Toolbar modes).
1.5.2
Dial – Cancel
�
When the Cancel button is pressed, the Dial dialog will be closed.
�
The user may also initiate the Cancel operation by pressing the Esc key
on the keyboard.
Figure 4-3 Dial Screen
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1.6
Conference
The Conference button will initiate a conference that adds a third party to the
active call. When the Conference function is selected, the following menu will
be displayed (refer to Figure 4-4 Conference Call Screen).
�
The user can manually enter the number to be dialed in the Destination
field using the number keys within the main area of the keyboard or the
number keys on the keyboard keypad.
�
Alternately, the user may select an entry from the Destination drop down
list.
�
The Destination drop down list includes a list of the most recent
conference destinations entered within this dialog box.
The actions associated with each of the dialog buttons are described in the
following sections.
1.6.1
Conference Call – Start
When the Start button is selected, the application will place the
original call on hold and initiate a consultation call to the specified
destination.
Figure 4-4 Conference Call Screen
Figure 4-5 Conference Call Start Screen
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�
Selecting the Complete button will add the consultation call to the
original call, completing the conference setup.
�
Selecting the Disconnect button will hang-up from the consultation call
and reconnect to the original caller.
1.6.2
Conference Call – Cancel
�
When the Cancel button is selected, the conference operation will be
cancelled and the Conference dialog will be closed.
�
Pressing the Esc key will also initiate the Cancel operation.
1.7
Record
The Record button allows the user to record the audio portion of the currently
active call. Recording automatically stops when the active call is
disconnected.
.
An ADA-L adaptor is required for recording when the Desktop
Application is run in Deskset mode.
�
The call recording is saved as a standard Windows sound file and
associated with the call log record for the current call.
�
When recording is active, the text on the Record button will change to
"Stop".
�
A setting in the Preferences/Recording tab selects whether manual
recording is active or all calls are recorded automatically.
�
If the active call is placed on hold, the recording is stopped and
automatically resumed when the call becomes active.
�
Transfer and Conference operations do not affect the recording state.
During these operations, the recording continues until the user has
dropped out of the call, or the recording is manually stopped.
�
Only one recording can be associated with a single call record. If the
Record command is invoked multiple times for a single call, then all
recordings are concatenated into a single file.
�
The Stop button causes the recording to stop.
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1.8
Page
The Page button allows the attendant to access the internal and external
paging functions. When the Page function is selected, the following form will
be displayed (refer to Figure 4-6 Page Screen).
�
The user specifies the Page zone category by selecting Internal, External,
or Combined.
�
Within each Zone category, the combo box includes all of the available
paging zones.
�
Selecting Start will initiate a Page to the designated paging zone.
�
Selecting Cancel will close the Page dialog without generating a Page.
Figure 4-6 Page Screen
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1.9
Park
The Park button will transfer the active call to a specific park orbit. When this
function is selected, the following dialog will be displayed (refer to Figure 4-7
Park Call Screen).
�
The spinner control allows the user to select the destination Park orbit.
�
Selecting the Start button will place the active call in the selected Park
orbit.
�
Selecting the Cancel button will close the Park Call dialog without initiating
a call park operation.
�
If the Park operation fails because the selected Park orbit is not available,
an error message will be displayed.
1.10
Unpark
The Unpark button will retrieve a call from a specific park orbit. When this
function is selected, the following dialog in Figure 4-8 Unpark Call Screen, will
be displayed.
�
The spinner control allows the user to select the destination Park orbit.
�
Selecting the Start button will attempt to retrieve a call from the specified
Figure 4-7 Park Call Screen
Figure 4-8 Unpark Call Screen
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Park orbit.
�
Selecting the Cancel button will close the Unpark Call dialog without
initiating a unpark operation.
�
If the Unpark operation fails because the selected Park orbit is not
occupied, an error message will be displayed.
1.11
Night Mode
The Night Mode button is used to change the system night mode setting.
When this function is selected, the following dialog will be displayed (Figure
4-9 Night Mode Screen).
The Mode options that are available are:
�
Day Mode
�
Night Mode
�
Midnight Mode
�
Rest Mode
�
Day 2 Mode
�
Night 2 Mode
�
Midnight 2 Mode
�
Rest 2 Mode
If the system programming is setup to require a password, then the user will fill
in the Password field.
Pressing the Start button will initiate the command to set the requested Night
Mode options.
Figure 4-9 Night Mode Screen
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Pressing the Cancel key will close the Night Mode dialog without changing the
Night Mode setting.
1.12
Barge In
The Barge In button allows the user to enter another extension’s established
call. When this function is selected, the following dialog will be displayed (refer
to Figure 4-10 Barge In Screen).
�
The Number field allows the user to enter the extension to Barge In.
�
The Number field pull-down list includes the most recent entries for this
field.
�
When the Start button is selected, the Barge In feature will be applied to
the selected extension.
�
When the Cancel button is selected, the Barge In dialog will close.
�
If the Barge In operation fails, an error message will be displayed.
�
The Barge In operation will fail if the specified extension does not have an
established call.
�
The Barge In operation will fail if the user does not have the appropriate
Class of Service permissions to execute Barge In.
Figure 4-10 Barge In Screen
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1.13
Directed Call Pickup
The Directed Call Pickup function allows the user to pickup a ringing call from
a specified extension. When the Directed Call Pickup function is selected, the
following dialog will be displayed (refer to Figure 4-11 Directed Call Pickup
Screen).
�
The Pickup Type field is automatically set to Directed Call Pickup.
�
The Number field allows the user to specify the extension to be picked up
by either manually entering a number or selecting a number from the pull-
down list.
�
The Number field is a pull-down menu that stores the most recent text
entered in this field.
�
Pressing the Start button initiates the Call Pickup for the specified
extension.
�
Pressing the Cancel button closes the Call Pickup dialog without executing
the call pickup operation.
�
The Pickup Type field allows the user to initiate other call pickup features,
including Group Call Pickup, Pickup Other Group, and Call Pickup Specific
Group.
1.14
Group Call Pickup
The Group Call Pickup function allows the user to pickup a ringing call from
within their call pickup group. When the Group Call Pickup function is
selected, the phone will initiate the group call pickup.
Figure 4-11 Directed Call Pickup Screen
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1.15
Pickup Other Group
The Pickup Other Group function allows the user to pickup a ringing call from
within another call pickup group. When the Pickup Other Group function is
selected, the phone will initiate the other group pickup function.
1.16
Last Number Redial
The Last Number Redial function allows the user to easily initiate a call to a
previously dialed number. ,When the Last Number Redial function is selected,
the following dialog will be displayed (refer to Figure 4-12 Last Number Redial
Screen) .
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The user can manually enter the number to be dialed in the Destination
field using the number keys within the main area of the keyboard or the
number keys on the keyboard keypad.
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Alternately, the user may select an entry from the Destination drop down
list.
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The Destination drop down list includes a list of the most recently dialed
numbers.
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Pressing the Start button will initiate a call to the requested destination.
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Pressing the Cancel button will close the Last Number Redial dialog
without initiating a call.
1.17
Voice Over
The Voice Over function allows the user to interrupt another user extension
that is busy on another call. The Voice Over function is enabled when the user
has dialed a busy extension. Selecting the Voice Over function at this time will
connect the user to the busy extension.
Figure 4-12 Last Number Redial Screen
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1.18
Call Redirect
The Call Redirect function allows the user to send a call that is ringing on their
extension to a different destination. The Call Redirect function is enabled
when an external call is ringing into the user’s phone. Selecting the Call
Redirect function will transfer the ringing call to the pre-defined redirect
location.
1.19
Call Forward
The Call Forward function allows the user to set their phone to automatically
redirect incoming calls. When the Call Forward function is selected, the
following dialog will be displayed (refer to Figure 4-13 Call Forward Screen).
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This function can be used to either activate Call Forwarding or to Cancel
Call Forward settings.
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The Forward On field determines the conditions for Call Forwarding.
Available options are:
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Busy or Not Answered
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Immediate
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Not Answered
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Immediate with Ringing
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Busy
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The Destination field specifies the phone number to receive the forwarded
calls
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The Destination field includes a drop down list which saves the previously
specified forward destination.
Figure 4-13 Call Forward Screen
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Toolbar Functions
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Issue 1.0
SV8100
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Pressing the Start button will initiate the Call Forward operation.
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Pressing the Cancel function will close the Call Forward dialog without
changing the settings.
1.20
Do Not Disturb (DND)
The Do Not Disturb function allows the user to set their phone to block
incoming calls. When the Do Not Disturb function is selected, the following
dialog will be displayed (refer to Figure 4-14 Do Not Disturb Screen).
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The Do Not Disturb dialog allows the user to either set DND or clear a
previous DND setting.
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When “Set Do Not Disturb” is selected, the user can specify the DND
condition using the “Applies to:” field.
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The available DND options presented in the “Applies to” field are:
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All Calls
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Outside Calls
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Paging/Intercom/Fwds/Transfers
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Call Forwards
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The “Cancel Do Not Disturb” is selected to remove a previous DND setting
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Selecting the Start button will initiate the requested DND operation.
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Selecting the Cancel button will close the Do Not Disturb dialog without
processing the DND request.
Figure 4-14 Do Not Disturb Screen