Computer Telephony Integration
Using StrataLink for CTI Connections
15-8
Strata DK I&M 6/00
➤
To install and set up StrataLink
1. Load the software by inserting Disk 1 in the floppy disk drive, and from Windows, selecting
Run…
, typing
A:\Setup.exe
and pressing
Enter
.
2. Follow the instructions for installation.
3. Start StrataLink, enable TAPI and wait for the green light that indicates a communication link
with the TAPI Service Provider was successful.
4. Press Driver Setup to configure the driver if not previously done as part of the installation.
5. The Driver Setup selects the COM port, system type, and key definitions for the connected
phone. Be sure to assign meaningful labels for the keys on the phone as these are used for
creating the Triggering Rules.
6. Test the link with the phone using the Test section. Select the button to place a call, enter a
number to dial and press Dial.
7. Once the link has been established with the phone, go to Setup to establish the Preferences,
add or edit any new Actions.
Note
Actions can be tested using the Add/Edit Action and Show Test Params button.
8. Create Trigger Rules using the events expected from the phone and the desired Action.
9. Make several test calls to verify all the pieces are working and the installation is complete.
Preferences
Most application programs when attempting to dial using a DDE command are not able to specify
the line appearance for the call. A line appearance must be specified and can be different for the
different types of calls:
♦
Intercom Calls
– dialing numbers with less than five digits.
♦
Local Calls
– calls that match the local area code specified or calls with only seven digits.
♦
Long Distance Calls
– any call with 10 or more digits (also indicate if a “1” needs to be added
when missing).
When an Intercom or [PDN] button is used to initiate calls, a prefix code is required to select an
outside line. Local and Long Distance calls have provisions for prefix digits to be dialed prior to
the number received from the software application.
Applications using DDE messages generally will dial the area code of the telephone number even
if it is a local call. By assigning a Local Area Code, StrataLink detects these calls, strips off the
Area Code of the telephone number, and dials using the “Local” appearance.
For example, if your Local Area Code is “714” and the application attempts to dial “714-515-
1234,” the program converts the number to “515-1234” before dialing.
It may be convenient to record a person’s extension number as part of the telephone number. When
dialed the 10 digit number is sent along with the extension number. As long as the number is stored
using any letter, such as “x,” all digits following are not dialed, e.g. “714-515-1234 x205” is dialed
as “515-1234”.
Some databases may not include a “1” as part of the dialed number. StrataLink can optionally
insert this missing digit by using the option “Add 1+ if Missing”. For example, if the application
attempts to dial a long distance call like “612-555-1234” (and your Local Area Code is “714”), this
option converts the number to “1-612-555-1234” before dialing.
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