Panasonic KX-NCP500 Bedienungsanleitung

Model No.

KX-NCP500

KX-NCP1000

Pure IP-PBX

Quick Reference Guide for

Communication Assistant

Document Version: 2008-09

Thank you for purchasing a Panasonic Pure IP-PBX.

Please read this manual carefully before using this product and save this manual for future use.

KX-NCP500/KX-NCP1000: PBMPR Software File Version 1.0000 or later

Introduction

Communication Assistant (CA) is a Computer Telephony Integration (CTI) application that integrates with your

Panasonic PBX, and allows you to perform many telephone operations from your PC.

About the Quick Reference Guide

This Quick Reference Guide is designed to serve as an overview of the features, setup and installation of

Communication Assistant.

The Quick Reference Guide is divided into the following sections:

1 Specifications

This section provides general information about the features in Communication Assistant.

2 System Connection Diagram

This section shows how Communication Assistant fits into your network.

3 System Requirements

This section provides the minimum and recommended system requirements for installing

Communication Assistant on a PC.

4 Software Installation

This section explains how to install and uninstall Communication Assistant.

IMPORTANT

CA stores personal information. In order to prevent data theft and leakage, we recommend the following:

•Set a password-protected screensaver to activate after your computer has been idle for a set amount

of time.

•When users change extensions, desks, etc., make sure that the access rights for their previous and

new extensions are correct.

•Use Windows Update to keep your system up-to-date with the latest software patches.

•Set a login password that is at least 5 characters long, and contains a combination of letters and

numbers.

Trademarks:

•Microsoft, Internet Explorer, Outlook, Windows, and Windows Vista are either registered trademarks or

trademarks of Microsoft Corporation in the United States and/or other countries.

•Intel, Celeron and Pentium are trademarks of Intel Corporation in the U.S. and other countries.

•All other trademarks identified herein are the property of their respective owners.

•Microsoft product screen shots reprinted with permission from Microsoft Corporation.

2 Quick Reference Guide for Communication Assistant Document Version 2008-09

Introduction

Table of Contents

1 Specifications ...........................................................................................4

2 System Connection Diagram ................................................................11

3 System Requirements ...........................................................................12

4 Software Installation ..............................................................................13

4.1 Installing and Starting Communication Assistant .......................................................13

4.2 Uninstalling Communication Assistant ........................................................................15

Document Version 2008-09 Quick Reference Guide for Communication Assistant 3

Table of Contents

1 Specifications

Features

Contact List with Presence

You can easily make calls using a customizable contact list that is displayed on your PC, and search for a

desired contact simply and quickly. You can also see the phone status, PC status, and the absent message

of other extensions from the contact list before you make a call.

CA Pro Contact List CA Basic Contact List Presence Window

•When you receive a call, information about the caller is displayed if it is registered in the contact list.

•While you are logged in, if you do not use your PC for a set amount of time, your absent message will be

automatically set to the current weekday and time of your PC. You can set the length of time before the

automatic absent message is set from 1 to 10 minutes.

•The color of the PC icon in the contact list shows the contact’s login status:

: The user is logged in.

: The user is logged in, but the auto absent message has been set.

: The user is not logged in.

Note

In order to answer a call ringing at another extension (Pick up function) from the contact list, the “DSS key

mode for Incoming Call” setting for your extension must be set to “On or Flash” through system

programming on the PBX.

CRM Integration

You can make calls directly from CRM (Customer Relationship Management) software using TAPI.

You can also make calls with Microsoft® Office Outlook® 2003/2007 without using TAPI. When you install CA

on a PC, a new toolbar containing the Dial box, Answer button and Hang-up button is added to Outlook.

4 Quick Reference Guide for Communication Assistant Document Version 2008-09

Note

This feature may not work with some CRM software depending on the software’s specifications.

Call History

You can view your incoming and outgoing call history. Information such as the destination and duration of the

call, the time of the call, and whether the call was answered is displayed for each call.

You can also save the history list to a CSV file.

Absent Message/Forward/Do Not Disturb

You can change the absent message, forward, and do not disturb (DND) settings of your extension.

When you change your absent message, your forward/DND settings can be changed automatically, and a

feature number, such as “Extension dial lock” can be dialed automatically.

Call Control

When a conversation starts, operation buttons are automatically displayed on your PC for telephone functions

such as transferring a call, holding a call, and establishing a conference.

IP Camera Integration (Panasonic HX-HCM/BB-HCM/BL-C series cameras)

If a Panasonic IP Camera is available on the network, you can view images or streaming video from the IP

camera while talking with the other party (e.g., extension, doorphone).

Note

This feature requires Internet Explorer® version 6.0 or higher.

Voice Processing System (VPS) Integration

You can record conversations to voice mail automatically or manually. When a message is left on your mailbox,

a message waiting indication is displayed.

Voice Mail Assistant Integration

By clicking the message waiting icon and selecting Call Voice Mail, you can operate your voice mail from the

PC with Voice Mail Assistant.

Document Version 2008-09 Quick Reference Guide for Communication Assistant 5

•In order to use Voice Mail Assistant, the VM IP address must be set correctly.

•Voice Mail Assistant uses 2 fixed ports: 20000 and 20001.

•You can customize your mailbox, such as setting the notification schedule.

Note

This feature requires voice mail firmware version 2.1 (main software version 2.50 or later).

IP Softphone

You can use the built-in IP Softphone. A KX-NCS32xx activation key must be installed in your PBX.

You can record all phone conversations to your PC if a KX-TDA0350 license is installed in your PC.

Chat

You can start a text chat session with other CA users. This feature is useful for tasks such as confirming whether

a colleague is available for a phone conversion.

•A chat session uses 1 available port in the range 42525–42534.

System Speed Dial Control

If you log in at an extension that is assigned as a manager in its class of service (COS) settings on the PBX,

you can add, edit and delete entries in the Speed Dial list.

You can also copy entries from the call history.

6 Quick Reference Guide for Communication Assistant Document Version 2008-09

Supervisor Features

If you log in to CA in supervisor mode, you can monitor the status of incoming call distribution (ICD) groups,

listen in on conversations, take over calls, and perform other supervisory functions.

Note

•To use the listen-in function, your extension must have “Call Monitor” enabled in its class of service

(COS) settings on the PBX.

•To use the busy override/take over functions, your extension must have “Busy Override” enabled in its

class of service (COS) settings on the PBX.

Feature Comparison

CA has 3 operating modes: Basic, Pro, and Supervisor. The following table summarizes the features available

for each mode.

Feature Basic Pro Supervisor

View other extensions’ presence from main menu No Yes Yes

Maximum number of contacts 10 1000 1000

Maximum history length 10 calls 1000 calls 1000 calls

ICD group login/logout No Yes Yes

Listen-in/Busy override/Take over No No Yes

ICD group supervisor No No Yes

Note

•A CA activation key for the desired number of users must be registered in the PBX. See the

KX-NCP500/KX-NCP1000 Installation Manual for details about the activation keys.

•You must enable CA mode for the extensions that will use CA in the PBX settings.

Document Version 2008-09 Quick Reference Guide for Communication Assistant 7

•To use Supervisor mode, you must set the appropriate extension as an ICD group supervisor in the

PBX settings.

•CA Pro has a 60-day trial mode, where you can use all of the features of CA Pro without installing an

activation key (CA Pro trial). The 60-day trial period begins once you have installed CA on a PC.

•Up to 5 users can use CA Basic without installing an activation key.

A total of 128 users can simultaneously log in to CA.

The following table shows the maximum number of users that can simultaneously log in for each mode.

CA Basic 128

CA Pro 128

CA Pro trial 2

CA Supervisor 4

Dial Modification

When you make an external call from the contact list or a CRM application, or copy an external phone number

to CA from another application, the number is modified according to the dial modification settings.

Example

Copy a telephone number on another application software.

Paste the number into CA’s dial box by pressing CTRL+V.

The telephone number is modified automatically, as programmed by the user.

8 Quick Reference Guide for Communication Assistant Document Version 2008-09

1. On the Go To menu, select Options, and then select Dial Modification.

The following window is displayed:

Minimum digits of public telephone number

Specifies the minimum number of digits required to treat the dialed number as an external telephone

number. If the number of digits dialed is less than the specified value, it will not be treated as an external

call. The default value is 7. For example, a number is treated as below by default.

1234576 = 7 digits ® External telephone number

123456 = 6 digits ® Not an external telephone number

Remove “(0)” check box

Deletes the string “(0)” from a copied external telephone number.

[Example]

+81-(0)1-2345-6789P12 ® +81-1-2345-6789P12

Telephone Number Modification

A dialed number is modified according to the Telephone Number Modification table.

[Example]

Dial Modification Settings

No. Leading Digits to Remove

(Max. 16 digits)

Added Number

(Max. 8 digits)

1 301

2 +1703 703

3 +1 1

4 + 011

Modifications

Dialed Number Corresponding

Table No.

Removed

Digits

Added

Digits Modified Number

301-555-0123 1 301 — 555-0123

+1-703-555-0199 2 +1703 703 703-555-0199

+1-202-555-0156 3 +1 1 1-202-555-0156

Document Version 2008-09 Quick Reference Guide for Communication Assistant 9

Dialed Number Corresponding

Table No.

Removed

Digits

Added

Digits Modified Number

+81-92-1234567 4 + 011 011-81-92-1234567

2. Configure Minimum digits of public telephone number, Remove “(0)”, and the Telephone Number

Modification table as desired.

3. Click OK.

Conditions

•Digital proprietary telephones (DPTs), analog proprietary telephones (APTs), IP proprietary telephones

(IP-PTs), IP softphones, portable stations (PSs), and single line telephones (SLTs) can be used with CA.

•If you log in to CA using an SLT extension, you cannot use the answer call, hold retrieve, busy override,

listen in, TRS change, or call waiting functions in CA.

•The following are not supported in CA:

–Call handling with a PS in Wireless XDP Parallel mode

–Calls using the PDN/SDN button

–Voice Mail Assistant for Centralized Voice Mail

•Call control functions, including making calls, are not supported with a PS.

•When logging in to CA, if you enter the wrong password for a given extension number a pre-programmed

number of times, the CA password will be locked. When this happens, the extension PIN is also locked.

When the PIN lock is cleared by using PT Manager programming, the CA password and CA password lock

are also cleared.

•The VM menu feature for a display PT should be disabled in the class of service (COS) settings on the

voice processing system (VPS). If it is not disabled, you cannot record a VM greeting message in CA.

•If the PBX settings are changed, you must restart CA in order for the changes to be reflected in CA.

•Calls that you make or receive from your extension when you are not logged in to CA are not recorded in

the call history.

•The contents and design of the software are subject to change without notice.

10 Quick Reference Guide for Communication Assistant Document Version 2008-09

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