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•

CRM Integration

Select the type of CRM integration to use:

–

T TAPI

: Install the Outlook 2003/2007 toolbar and TAPI components.

–

ODBC + TAPI

: Install the ODBC (Open Database Connectivity) and TAPI components.

Click

Next

to proceed.

The

Choose Install Location

screen will appear. Select the

Destination Folder

to install PA. By default,

the folder path is as below. To install in a different folder, click

Browse

, and select another folder. Click

Next

to proceed.

Quick Reference Guide

Document Version 2008/2

3.1 Installing Phone Assistant Client Software

Содержание KX-NCS1101

Страница 1: ...de Phone Assistant Series Model No KX NCS1101 KX NCS1105 KX NCS1110 KX NCS1199 KX NCS1201 KX NCS9101 Thank you for purchasing this Panasonic product Please read this manual carefully before using this product and save this manual for future use ...

Страница 2: ...o install and uninstall PA client software and how to use an IP Softphone and a Portable Station with PA Section 4 Phone Assistant Licence Registration Explains about licence registration Note In this manual the following application names will be expressed in English Phone Assistant PA PA Manager PA Server PA Services PA Database PA Status Trademarks Microsoft Outlook Windows Windows Server and W...

Страница 3: ...ngs 40 3 Guide to Phone Assistant Client Software 41 3 1 Installing Phone Assistant Client Software 42 3 2 Uninstalling Phone Assistant Client Software 46 3 3 Starting Phone Assistant for the First Time 49 3 4 Using an IP Softphone with Phone Assistant 52 3 5 Using a Portable Station PS with Phone Assistant 55 3 5 1 Registering a PT for Making Calls from a PS 55 3 5 2 Making Calls from a PS Using ...

Страница 4: ...4 Quick Reference Guide Document Version 2008 2 ...

Страница 5: ...Section 1 System Outline Document Version 2008 2 Quick Reference Guide 5 ...

Страница 6: ...n also easily change his her Absent Message FWD DND The user can easily change the FWD DND setting of his her extension Call Control When a conversation is started operation buttons such as Call Transfer Call Hold and Conference will be automatically displayed on a PC so that the user can easily handle a call IP Camera Integration Panasonic KX HCM BB HCM BL C series If a Panasonic IP Camera is ava...

Страница 7: ...ill no longer be available even during the 60 day trial period Express mode will be available for the number of users as described above even after a licence has been registered For example if 40 licences are registered using KX TDA100 the first 40 users will log in to PA with Pro mode automatically and the 41st and later users will log in to PA with Express mode PA Pro PA Pro Trial PA Express mod...

Страница 8: ...bile phone etc Call History Supervisor only It is possible to view the information on the call activity of other extensions Report Supervisor only It is possible to export the call histories of monitored extensions to a CSV comma separated values formatted file and to view the current call information of the monitored extensions Barge In Take Over Supervisor only A supervisor can barge into an ong...

Страница 9: ...onditions Digital Proprietary Telephone Analogue Proprietary Telephone IP Proprietary Telephone IP Softphone Portable Station and Single Line Telephone can be used with PA A PA user that uses PA Status functions must be granted with supervisory privileges by the administrator of PA Manager Web server When the PA user is authorised the Supervisor button will be displayed on the Contacts screen The ...

Страница 10: ... illustrated below 1 2 3 4 5 6 7 8 9 10 10 15 11 16 10 12 9 13 14 Remote Office A Telephone Company B PA Server CTI control PA Services Communication interface and PA Manager Web server C Panasonic KX TDA KX TDE Series PBX D LAN or USB 1 10 Quick Reference Guide Document Version 2008 2 1 2 System Connection Diagram ...

Страница 11: ...r USB connection 1 3 Procedure for using Phone Assistant The following describes the order in which PA applications should be installed and operations performed in order to start up a PA system Install PA Server PA Server CTI control and PA Manager Web server components Create a user profile on PA Manager Web server Install PA client software PA PA Status and IP Softphone features Login to PA Usin...

Страница 12: ... IP address 1 If you are using Windows Server 2003 you cannot connect the server to the PBX via the USB interface PC PA Client Minimum Recommended CPU 1 0 GHz Intel Pentium Celeron processor or comparable CPU 2 0 GHz Intel Pentium Celeron processor or comparable CPU RAM 128 MB 512 MB OS Microsoft Windows 2000 Professional Windows XP Professional Windows XP Home Edition Windows Vista Microsoft Wind...

Страница 13: ... TDA30 KX TDA3470 4 Channel VoIP Extension Card for IP Softphone KX TDA3161 4 Port Doorphone Card KX TDA3480 4 Channel VoIP Gateway Card IP GW4 firmware version 1 400 or later 1 Local Processor LPR software version of the IP EXT card installed in the PBX must be as follows PIPEXT Software Version 1 001 or later PVOIPEX Software Version 1 011 or later Compatible IP Cameras Model Panasonic Network C...

Страница 14: ...14 Quick Reference Guide Document Version 2008 2 1 4 System Requirements ...

Страница 15: ...Section 2 Guide to Phone Assistant Server Software Document Version 2008 2 Quick Reference Guide 15 ...

Страница 16: ...and call information PA Manager Web server Supports web server functions in order to enable the changing of certain features of the PBX and PA Server CTI control using a web browser PA Services Communication interface Interacts with PA Manager Web server and PA Server CTI control It also stores the PBX model settings so that PA Manager Web server knows how to communicate with the PBX through PA Se...

Страница 17: ...ion interface PA Manager Web server and PA Database C Proprietary Telephone or Single Line Telephone D PA Client Software PA PA Status IP Softphone 1 Double click the following setup file 2 The Installer Language screen will appear Select the language to be used during installation and click OK Document Version 2008 2 Quick Reference Guide 17 2 1 Installing Phone Assistant Server Software ...

Страница 18: ...creen will appear If you agree to the licence terms for this software click the check box and then click Next to proceed You must accept the agreement to install Phone Assistant Server 18 Quick Reference Guide Document Version 2008 2 2 1 Installing Phone Assistant Server Software ...

Страница 19: ...install can be selected from the drop down list on this screen a Full Installation Installs all of the Phone Assistant Server components b PA Manager Components Only Installation Installs all of the Phone Assistant Server components except for PA Server CTI control Document Version 2008 2 Quick Reference Guide 19 2 1 Installing Phone Assistant Server Software ...

Страница 20: ...that PA Server CTI control is installed together with the other PA Manager Web server components Click Next to proceed 6 The Check PA Manager Database Component screen will appear This step is necessary only if Full Installation or PA Manager Components Only Installation was selected in step 5 Click Next to check if the PA Manager Web server database component was installed previously 20 Quick Ref...

Страница 21: ...allation is completed 7 Specify the port number for the PA Server CTI control Default port number 12300 This step is necessary only if Full Installation or PA Server Only Installation was selected in step 5 It is possible to select the PBX Connection Type from the following methods a TCP IP The user manually inputs the PBX IP Address and CTI Port Number b USB Document Version 2008 2 Quick Referenc...

Страница 22: ...r 2003 make sure to select TCP IP for the connection type 8 Specify the access code for international calls and the international area code 9 Click Next to proceed 10 Enter the required information for the PA Manager Web server 22 Quick Reference Guide Document Version 2008 2 2 1 Installing Phone Assistant Server Software ...

Страница 23: ...r PA Server IP Address The IP address here corresponds to the IP address of the PC in which PA Server CTI control is installed Note If PA Server CTI control and PA Manager Web server are installed on the same PC 127 0 0 1 can be used for the PA Server CTI control IP address Auto Start PA Services This option enables PA Services Communication interface automatically launch once PA Server CTI contro...

Страница 24: ...rvices CTI control are connected Note You cannot change PBX settings or phone settings except for the Not at My Desk setting from PA Manager if you select KX TDA TDE other MPR Version as your PBX type 13 Click Next to proceed 24 Quick Reference Guide Document Version 2008 2 2 1 Installing Phone Assistant Server Software ...

Страница 25: ...roceed 16 Select the Destination Folder to install Phone Assistant Server By default the folder path is as shown below To install in a different folder click Browse and select another folder 17 Click Next to proceed Document Version 2008 2 Quick Reference Guide 25 2 1 Installing Phone Assistant Server Software ...

Страница 26: ... When the PA Server CTI control database is newly installed in the system or the PA Server CTI control database is overwritten the following dialogue box will appear Click Yes to change the password or No to keep the current one 26 Quick Reference Guide Document Version 2008 2 2 1 Installing Phone Assistant Server Software ...

Страница 27: ...ssword must be a combination of alphabetic and numeric characters Click Next to proceed If you wish to keep the current password click Skip to proceed 19 Select the desired reboot option and click Finish to complete installation Note It is necessary to reboot the system in order for PA Server CTI control to function properly when starting for the first time Document Version 2008 2 Quick Reference ...

Страница 28: ... If you do not wish to run PA Server CTI control when Windows starts uncheck the Load PA Server on Windows StartUp check box The following icons will be displayed on the desktop 28 Quick Reference Guide Document Version 2008 2 2 1 Installing Phone Assistant Server Software ...

Страница 29: ...rver and remove it Note Before starting the uninstallation please confirm that the PA Manager Web server components or PA Server CTI control is not running 2 The following dialogue box will appear Click Yes to remove PA Server 3 The following dialogue box will appear and ask if you would like to keep the PA Server Database Click Yes to keep it or No to remove it Uninstallation begins and a progres...

Страница 30: ...he software has been uninstalled the Uninstall Complete screen is displayed Click Finish to exit the uninstaller 30 Quick Reference Guide Document Version 2008 2 2 2 Uninstalling Phone Assistant Server Software ...

Страница 31: ...ver is successfully activated PA Services Communication interface automatically connects itself to PA Server CTI control After PA Services Communication interface successfully connects to PA Server CTI control PA Manager Web server automatically starts 2 Enter the following in the corresponding fields Username field administrator Password field 1234 default Document Version 2008 2 Quick Reference ...

Страница 32: ...activate PA Services Communication interface PA Manager Web server starts automatically after PA Services Communication interface is successfully connected to PA Server CTI control When PA Server CTI control and PA Services Communication interface have finished starting up the status icons below will appear in the Notification area 1 2 A PA Services Communication interface ACTIVATED DEACTIVATED 32...

Страница 33: ...rver CTI control ACTIVATED DEACTIVATED When the user right clicks the status icon for PA Server CTI control the following commands will appear on the shortcut menu Settings changes the settings of PBX connection Clear Call Log deletes all the call logs About shows software version of PA Server CTI control Document Version 2008 2 Quick Reference Guide 33 2 3 Starting Phone Assistant Server for the ...

Страница 34: ...last name of PA users F First Name Displays registered first name of PA users G Modify Enables you to modify user account information H Delete Enables you to delete user accounts I Changes the PA User Administration page Note Up to 25 user accounts can be shown on a page Until new user accounts have been created only the administrator s information appears in the list To create a new user account ...

Страница 35: ...count information 1 2 3 4 5 7 8 9 10 11 12 14 6 13 A Username Used for authentication when a PA user logs in to PA Server CTI control to use PA client software Max 32 characters Document Version 2008 2 Quick Reference Guide 35 2 3 Starting Phone Assistant Server for the First Time ...

Страница 36: ...possible to select the extension number from a list of all extension numbers by clicking Extensions List Click the Select link to apply the extension number E Administrator Authorises a PA user to have administrative privileges The authorised PA user can view and change all the settings available in PA Manager F PA Express Only Limits the user to only using PA applications in express mode only G P...

Страница 37: ... message will be sent to the newly registered PA user when SAVE is clicked The welcome message includes information such as the user name and password for the new account PA User Quick Setup By using Quick Setup you can create new user accounts for PA quickly and easily IMPORTANT The passwords for user accounts that are created by Quick Setup are assigned as 1234a by default Document Version 2008 ...

Страница 38: ... for which you want to create new user accounts and click SET 1 3 4 5 6 2 A Select All Selects all the check boxes for each extension B Cancel All Clears all the check boxes for each extension 38 Quick Reference Guide Document Version 2008 2 2 3 Starting Phone Assistant Server for the First Time ...

Страница 39: ...fore first space is assigned as Last Name 1 2 Defines the Last Name of PA user account from an extension name For example if the extension name is Tom Smith Tom is assigned as the Last Name because it comes before the first space 1 Last is assigned as the last name of PA user account if the last name cannot be determined by the above definition 2 First is assigned as the first name of PA user acco...

Страница 40: ...tings of PA Server CTI control before using PA Manager Web server 1 Right click the status icon for PA Server CTI control in the Notification area and select Email Settings The following information appears 2 Enter the SMTP Server SMTP Port Account Name and Account Password and select the Protocol Type Note For details regarding the e mail server settings consult your network administrator 3 Click...

Страница 41: ...Section 3 Guide to Phone Assistant Client Software Document Version 2008 2 Quick Reference Guide 41 ...

Страница 42: ... 2 The Installer Language screen will appear Select the language to be used during installation from the drop down list and click OK 3 The Setup Wizard screen will appear Click Next to proceed 42 Quick Reference Guide Document Version 2008 2 3 1 Installing Phone Assistant Client Software ...

Страница 43: ...Next to proceed You must accept the agreement to install PA 5 The Optional Feature Selection screen will appear Select the options you want to install Voice Mail Assistant Select the check box to enable the Voice Mail Assistant feature Document Version 2008 2 Quick Reference Guide 43 3 1 Installing Phone Assistant Client Software ...

Страница 44: ...nectivity and TAPI components 6 Click Next to proceed 7 The Choose Install Location screen will appear Select the Destination Folder to install PA By default the folder path is as below To install in a different folder click Browse and select another folder Click Next to proceed 44 Quick Reference Guide Document Version 2008 2 3 1 Installing Phone Assistant Client Software ...

Страница 45: ...nge any of the installation settings 10 Once installation is completed click Finish to close the Setup Wizard Note PA and Readme will run automatically If you do not wish to run PA and Readme immediately after installation is complete uncheck the Run Phone Assistant X X X X and Show Readme check boxes Document Version 2008 2 Quick Reference Guide 45 3 1 Installing Phone Assistant Client Software ...

Страница 46: ...ng icons will be displayed on the desktop 3 2 Uninstalling Phone Assistant Client Software 1 To uninstall PA perform one of the following procedures Go to Start Programs Panasonic Phone Assistant and select Uninstall Go to Control Panel Add or Remove Programs select PA and remove it 46 Quick Reference Guide Document Version 2008 2 3 2 Uninstalling Phone Assistant Client Software ...

Страница 47: ...art 4 The following dialogue box will appear Click Yes to delete the data or click No to keep the data The following dialogue box will appear when PA is successfully uninstalled 5 Click OK Document Version 2008 2 Quick Reference Guide 47 3 2 Uninstalling Phone Assistant Client Software ...

Страница 48: ...6 Click Finish to complete uninstallation 48 Quick Reference Guide Document Version 2008 2 3 2 Uninstalling Phone Assistant Client Software ...

Страница 49: ...t menu Start All Programs Panasonic Phone Assistant Phone Assistant 2 Enter the server host name or the IP address or Click Search for all the PA Server CTI control available on the network 3 Enter your user name in the Your username field Document Version 2008 2 Quick Reference Guide 49 3 3 Starting Phone Assistant for the First Time ...

Страница 50: ...If 2 or more extensions are set in your profile on PA Manager Web server the profile selection dialogue box will appear Select a profile from the drop down list and click OK 50 Quick Reference Guide Document Version 2008 2 3 3 Starting Phone Assistant for the First Time ...

Страница 51: ...pact mode Note For details about operations refer to the online Help To show the Help window 1 Press F1 The pointer will change to 2 Click the item on the PA screen for which you need help Document Version 2008 2 Quick Reference Guide 51 3 3 Starting Phone Assistant for the First Time ...

Страница 52: ...ect the Use Softphone check box and click Login Note If 2 or more extensions are set in your profile on PA Manager Web server the profile selection dialogue box will appear Select a profile that is assigned to use an IP Softphone and click OK 52 Quick Reference Guide Document Version 2008 2 3 4 Using an IP Softphone with Phone Assistant ...

Страница 53: ... real telephone When you have successfully connected Connecting will be cleared from the IP Softphone s displayed Note In some cases clear communication may not be possible due to network conditions and the specifications of the PC and headset Confirm that trunk and intercom calls can be completed successfully using the PA Pro Trial mode before registering a licence A registered licence cannot be ...

Страница 54: ...rsion of the same driver If using Windows Firewall you may not hear a dial tone when clicking the SP PHONE button In this case select the software_ippt check box in the exceptions list for Windows Firewall You can record to your PC if you have the KX NCS8100 series licence installed on your PC 54 Quick Reference Guide Document Version 2008 2 3 4 Using an IP Softphone with Phone Assistant ...

Страница 55: ...nistrator must register the PT by using PA Manager Web server Note PS users cannot use the Message Waiting function or operate the Supervisor Operator functions in PA 3 5 1 Registering a PT for Making Calls from a PS 1 Start PA Manager Web server and log in See the steps 1 to 3 in 2 3 Starting Phone Assistant Server for the First Time 2 Click PT for making call from PS in the Menu frame Document V...

Страница 56: ...rred you will hear the hold music or a ringback tone depending on the PBX settings Note The registered PT becomes idle after the call is transferred During a conversation a PS user cannot use Call Control features in PA You can set an access code for your PS which is dialled before the call is transferred from the PT to the destination For example by setting the access code to 47 ext no of PS PIN ...

Страница 57: ... Calls at a PS from Another Party 1 Press the TALK button on the PS Note You cannot use PA to answer a call using a PS Document Version 2008 2 Quick Reference Guide 57 3 5 3 Receiving Calls at a PS from Another Party ...

Страница 58: ...58 Quick Reference Guide Document Version 2008 2 3 5 3 Receiving Calls at a PS from Another Party ...

Страница 59: ...Section 4 Phone Assistant Licence Registration Document Version 2008 2 Quick Reference Guide 59 ...

Страница 60: ...nse Registration screen Licence Number Found on the Licence Information Sheet Registration ID Found on the Licence Information Sheet Registration Key KEYCODE A number issued by the Panasonic web site To register a PA application licence follow the procedure below 1 Right click the status icon for PA Server CTI control and select Settings 60 Quick Reference Guide Document Version 2008 2 4 1 Registe...

Страница 61: ...2 Click License Document Version 2008 2 Quick Reference Guide 61 4 1 Registering a Licence ...

Страница 62: ...gistered Up to 30 licences for IP Softphone can be registered Up to 8 licences for PA Status can be registered KX NCS1199 128 licences can be registered in License 31 and License 32 which are located at the bottom of the PA Pro tab 3 Select License Type The Registration Number will be displayed automatically 62 Quick Reference Guide Document Version 2008 2 4 1 Registering a Licence ...

Страница 63: ...he Registration Key input field Note The Paste button can be used to paste the KEYCODE that has been copied to Clipboard Only available when the KEYCODE strings do not contain a hyphen A user can create a Registration List by clicking the Make a List button in the PA License Registration screen 5 Click Register 6 Click OK Document Version 2008 2 Quick Reference Guide 63 4 1 Registering a Licence ...

Страница 64: ...e To register a licence for PA Status or IP Softphone perform the same procedure on each tab in the PA License Registration screen 64 Quick Reference Guide Document Version 2008 2 4 1 Registering a Licence ...

Страница 65: ...Index Document Version 2008 2 Quick Reference Guide 65 ...

Страница 66: ...r Party 57 Registering a PT for Making Calls from a PS 55 Using a Portable Station PS with Phone Assistant 55 Procedure for using Phone Assistant 11 Q Quick Setup 37 R Registering a Licence 60 Registering a PA User 34 S Specifications 6 Starting Phone Assistant for the First Time 49 Starting Phone Assistant Server for the First Time 31 Supervisor 8 36 System Connection Diagram 10 System Requiremen...

Страница 67: ...Document Version 2008 2 Quick Reference Guide 67 Notes ...

Страница 68: ...68 Quick Reference Guide Document Version 2008 2 Notes ...

Страница 69: ...Document Version 2008 2 Quick Reference Guide 69 Notes ...

Страница 70: ...70 Quick Reference Guide Document Version 2008 2 Notes ...

Страница 71: ...Document Version 2008 2 Quick Reference Guide 71 Notes ...

Страница 72: ... material is copyrighted by Panasonic Communications Co Ltd and may be reproduced for internal use only All other reproduction in whole or in part is prohibited without the written consent of Panasonic Communications Co Ltd 2007 Panasonic Communications Co Ltd All Rights Reserved PSQX4314VA KK0107MS4048 ...

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