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Communication Assistant Client

Quick Reference Guide

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Communication Assistant: Version 4.0 or later

In this manual, the suffix of each model number is omitted (e.g., KX-NCP500

Model No.

KX-NCP/KX-TDE Series

KX-NS1000

Summary of Contents for KX-NCP Series

Page 1: ...this Panasonic product Please read this manual carefully before using this product and save this manual for future use Communication Assistant Version 4 0 or later In this manual the suffix of each mo...

Page 2: ...e following Set a password protected screensaver to activate after your computer has been idle for a set amount of time Use Windows Update to keep your system up to date with the latest software patch...

Page 3: ...tries Intel Intel Core Celeron and Pentium are trademarks of Intel Corporation in the U S and other countries Citrix XenApp is a trademark of Citrix Systems Inc and or one or more of its subsidiaries...

Page 4: ...s 5 2 System Connection Diagram 31 3 System Requirements 32 4 Software Installation 34 4 1 Before Installation 34 4 2 Installing and Starting CA Client 34 4 3 Uninstalling CA Client 38 4 Quick Referen...

Page 5: ...ns from the Absent Message drop down list The PC icon in the contact list shows the login status of other CA users The user is logged in The user is logged in but the auto absent message has been set...

Page 6: ...outside of the One look network the PBXs must be connected to a CA Server For details see the CA Server Quick Reference Guide Searching for Contacts When many contacts are displayed at once you can na...

Page 7: ...You can also right click a contact and select Add to My List Drag a contact to a tab or right click a contact and select a tab You can create multiple My List tabs to further organise your contacts A...

Page 8: ...PBXs the other PBXs must be using CA Server version 3 0 or later CA Basic Express users cannot use network features Microsoft Exchange Server Integration If CA Server is installed on your network you...

Page 9: ...l hear the Personal Greeting assigned to the current presence Note Microsoft Exchange Server 2007 and 2010 are supported for this feature Exchange Server 2003 is not supported Exchange integration set...

Page 10: ...elected in the Permissions tab change Permission Level to Reviewer and then click OK TAPI Interface You can make calls directly from CRM Customer Relationship Management software using TAPI CA Basic E...

Page 11: ...ns for contacts who match the e mail address of the currently selected e mail or the information of the currently selected contact in Outlook You can also double click a contact in Outlook s contacts...

Page 12: ...nd viewing faxes Voice Message Fax Message Note For Unified Messaging integration CA Client must be configured to access the Unified Messaging system See Unified Messaging Integration KX NS1000 PBXs o...

Page 13: ...Outlook for example you upgrade from Outlook 2007 to Outlook 2010 1 Run the CA Client setup program 2 In Optional Feature Selection select the check box for CRM Toolbar 3 Follow the prompts to complet...

Page 14: ...ved as a member extension of an incoming call distribution group are not recorded using this feature Absent Message Forward Do Not Disturb You can change the absent message forward and do not disturb...

Page 15: ...During a call When calling a busy extension Quick Reference Guide 15...

Page 16: ...e conference interface Choose Conference from the Dial menu to open the Conference group list You can check the status of conferences in progress request to join a conference or start a conference if...

Page 17: ...mber settings from CA Client and begin a conference call the new settings will be used instead of the PBX s conference call settings and the PBX s conference call settings will be cleared Once the con...

Page 18: ...gs must be configured as follows 1 From the Go To menu select Option 2 In Voice Mail select your mailbox from the Voice Mail drop down list and check that the UM radio button is selected Note If the V...

Page 19: ...e waiting icon and selecting Call Voice Mail you can operate VPS voice mail from the PC with Voice Mail Assistant In order to use Voice Mail Assistant the VM IP address must be set correctly Voice Mai...

Page 20: ...42525 42534 Note A network activation key is required when using this feature with users connected to other PBXs System Speed Dial Control If you log in at an extension that is assigned as a manager i...

Page 21: ...codes input during or after the call using the function key bar will not be recorded in the SMDR Operator Console Features If you log in to CA Client in Operator Console mode you can manage and redire...

Page 22: ...rvisor Features If you log in to CA Client in supervisor mode you can monitor the status of Incoming Call Distribution ICD groups listen in on conversations take over calls and perform other superviso...

Page 23: ...sy Override enabled in its COS settings on the PBX ACD Report Generation with Poltys CCView Poltys CCView is an end user call management tool that provides real time call monitoring automatic call dis...

Page 24: ...00 calls 1000 calls ICD group login logout No Yes Yes Yes Listen In Busy Override Take Over No No Yes Yes ICD group supervisor No No No Yes Conference Interface No Yes Yes Yes Network Features No Yes...

Page 25: ...abilities The total allowed number of simultaneous CA Client users is determined by the type of CA Client used and whether or not CA Server is installed on your network The following table shows the m...

Page 26: ...rom another application Paste the number into CA Client s dial box by pressing CTRL V When pasted the telephone number is modified automatically as programmed by the user Note This operation can only...

Page 27: ...s an external call The default value is 7 For example a number is treated as below by default 1234567 7 digits External telephone number 123456 6 digits Not an external telephone number Remove 0 check...

Page 28: ...th CA Client Digital Proprietary Telephone DPT Analogue Proprietary Telephone APT IP Proprietary Telephone IP PT IP Softphone Portable Station PS Single Line Telephone SLT SIP Extension 1 1 Only Panas...

Page 29: ...he VM menu feature for a display PT should be disabled in the COS settings on the Voice Processing System VPS If it is not disabled you cannot record a VM greeting message in CA Client If the PBX sett...

Page 30: ...transfer the call to the new party Absent Message If you are connecting to a CA Server and that CA Server is not within your Local Area Network LAN do not enable the Auto Absent Message feature Confe...

Page 31: ...any Panasonic PBX CA Server Panasonic Network Camera Voice Processing System KX NCP KX TDE series PBXs only PC running CA Client Proprietary Telephone or Single Line Telephone Doorphone and Door Opene...

Page 32: ...sor or comparable CPU 1 GB 1000 1000 Note The above specifications are approximations and may vary according to your computer s status network conditions other programs running etc Supported Operating...

Page 33: ...y Type Description KX NS1000 KX NCP KX TDE KX NSA201 KX NCS2201 CA Pro 1user CA Client Pro for 1 user KX NSA205 KX NCS2205 CA Pro 5users CA Client Pro for 5 users KX NSA210 KX NCS2210 CA Pro 10users C...

Page 34: ...ting CA Client Notice If an older version of CA Client is installed over a newer version the software may not function properly If you want to downgrade your version of CA Client uninstall the current...

Page 35: ...ollowing features to use them in CA Client Use softphone The IP Softphone will load automatically each time CA Client is started An IP Softphone activation key for your extension is required to use th...

Page 36: ...assword a dialogue box is displayed prompting you to create a password Enter a password in New Password re enter it in Verify Password and click OK IMPORTANT In order to prevent unauthorised access to...

Page 37: ...stall it If this procedure is not done all of your contacts will be moved to the Business contact list group Network Settings To enable the display of other networked PBX s contact lists perform the f...

Page 38: ...cts within your own One look network The contacts of a One look network of KX NS1000 PBXs are all displayed in the contact list when CA Client users log in to the Master unit of the One look network 4...

Page 39: ...Quick Reference Guide 39 Notes...

Page 40: ...1 62 4 chome Minoshima Hakata ku Fukuoka 812 8531 Japan PSQX4923UA Panasonic System Networks Co Ltd 2010 KK0808MP5121...

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