Panasonic KX-NCS1101 Bedienungsanleitung

Document Version 2008/2

Quick Reference Guide

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.

Introduction

About the Quick Reference Guide

This Quick Reference Guide is designed to serve as an overall technical reference for Panasonic Phone

Assistant (PA) series, KX-NCS1101/KX-NCS1105/KX-NCS1110/KX-NCS1199/KX-NCS1201/

KX-NCS9101. It explains how to install the PA applications.

The Quick Reference Guide is divided into the following sections:

Section 1 System Outline

Provides general information on the Phone Assistant series, including connection and system

requirement.

Section 2 Guide to Phone Assistant Server Software

Explains how to install and uninstall PA Server software, and how to register a PA client user.

Section 3 Guide to Phone Assistant Client Software

Explains how to 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 Windows Vista are either registered trademarks or

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

•Intel, Pentium and Celeron are trademarks or registered trademarks of Intel Corporation in the United

States 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 Document Version 2008/2

Introduction

Table of Contents

1 System Outline .........................................................................................5

1.1 Specifications ....................................................................................................................6

1.2 System Connection Diagram .........................................................................................10

1.3 Procedure for using Phone Assistant ...........................................................................11

1.4 System Requirements ....................................................................................................12

2Guide to Phone Assistant Server Software .........................................15

2.1 Installing Phone Assistant Server Software .................................................................16

2.2 Uninstalling Phone Assistant Server Software ............................................................29

2.3 Starting Phone Assistant Server for the First Time .....................................................31

2.4 E-Mail Settings ................................................................................................................40

3Guide 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 PA ..................................................................................56

3.5.3 Receiving Calls at a PS from Another Party ...................................................................57

4 Phone Assistant Licence Registration .................................................59

4.1 Registering a Licence .....................................................................................................60

Index..............................................................................................................65

Document Version 2008/2 Quick Reference Guide 3

4 Quick Reference Guide Document Version 2008/2

Section 1

System Outline

Document Version 2008/2 Quick Reference Guide 5

1.1 Specifications

Licence Type

Model No. Category Number of Licences

KX-NCS1101 Phone Assistant Pro 1

KX-NCS1105 5

KX-NCS1110 10

KX-NCS1199 128

KX-NCS1201 Phone Assistant Status Pro 1

KX-NCS9101 IP Softphone 1

•For example, for 25 users to use Phone Assistant Pro, the following models would be required:

KX-NCS1110 ´ 2

KX-NCS1105 ´ 1

Phone Assistant Functions

Phone Assistant (PA) is a CTI application. By installing PA on a PC with a telephone, an extension user for

the KX-TDA/KX-TDE series PBX can enhance telephone operation.

PA handles the following functions:

•Contacts List

The user can make a call easily using a customisable contact list that is displayed on a PC, and search for

a desired contact simply and quickly. When an incoming call is received, PA shows the caller's name if it

is registered in the contact list.

•Call History

The user can view his/her incoming and outgoing call histories on a PC.

•Presence

The user can see the status or Absent Message of other extensions on a PC before making a call. The

user can 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 available on the network, images or video streaming from the IP camera can

be viewed using PA. Optionally, when a doorphone and a door opener are connected to a PBX, the user

may open the door remotely from a PC.

•IP Softphone

It is possible to use built-in IP Softphone via an IP-EXT card using PA without KX-NCS8100 IP Softphone.

•CRM Integration

Users can make calls directly from CRM software using TAPI. However, this feature may not work with

some CRM software depending on the software’s specifications.

PA can also be used with Microsoft® Outlook® 2003/2007 without using TAPI. When PA is installed on a

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

•Voice Processing System (VPS) Integration (e.g., KX-TVM series)

6 Quick Reference Guide Document Version 2008/2

1.1 Specifications

The user can record a conversation to voice mail automatically or manually. If a message is left on a mail

box, the message indication will be displayed on PA.

•Voice Mail Assistant

By clicking the Call Voice Mail button in PA to check voice mail, PA users can operate their voice mail

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

Phone Assistant and User Capability

The maximum number of users for each type of PBX and each type of licence is specified below.

PBX PA Pro mode PA Pro Trial

mode

PA Express

mode

PA Pro mode + PA Ex-

press mode

KX-TDA30

256

2 5 256 + 5

KX-TDA100/KX-TDA200 4 10 256 + 10

KX-TDA600 8 20 256 + 20

KX-TDE100/KX-TDE200 4 10 256 + 10

PA Pro mode: Fully licensed with no restrictions.

PA Pro Trial mode: No restrictions for 60 days.

PA Express mode: Free licence with limited functionality.

Note

•Once a licence is registered, Pro Trial mode will 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 mode Comparison Table

The tables below detail the differences between Pro mode and Express mode.

Functions PA Pro/PA Pro Trial*1 mode PA Express mode

Contact List 100 groups and 100 items for each

group

2 groups and 10 items for each group

CRM Integration Yes Not supported

Call History No limitation Last 10 calls

IP Camera Monitor 4 1

IP Softphone*2 Yes Not supported

Function (FWD and Pres-

ence) Presets

20 1

Conference Set up as Initiator Participant only

*1 Pro Trial expires 60 days after installation.

*2 To use IP Softphone with Pro mode, a licence for KX-NCS9101 is required. IP Softphone can be used with Pro Trial mode with no

licence.

Document Version 2008/2 Quick Reference Guide 7

1.1 Specifications

PA Status Functions (Supervisor/Operator)

A supervisor/operator can monitor calls to and from other extensions. Both PA users and extension users that

are not logged-in to PA can be monitored. A supervisor can use all of the PA Status functions; an operator can

use a limited number of functions, such as monitoring and answer calls at other extensions.

•Extension Monitor

Detailed information about extensions can be monitored. The desired information can be viewed depending

on the type of extension, call status of the extension, etc.

•Making Calls

A supervisor/operator can make a call from PA Status as well as PA.

•Answering incoming calls at other extensions

A supervisor/operator can answer an incoming call that is ringing at another extension.

•Redirecting incoming calls to other extensions

A supervisor/operator can redirect an incoming call to another extension, voice mail, a mobile 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 ongoing conversation or take over a call from a monitored extension.

•Listen In (Supervisor only)

A supervisor can listen in on an ongoing conversation of a monitored extension.

PA Status and User Capability

The maximum number of users for each type of PBX and each type of licence is specified below.

PBX PA Status Pro mode PA Status Express

mode

PA Status Pro mode + PA Sta-

tus Express mode

KX-TDA30/KX-TDA100/

KX-TDA200/KX-TDA600/

KX-TDE100/KX-TDE200

8 3 11

PA Status Pro mode: Fully licensed with no restrictions.

PA Status Express mode: Free licence with limited functionality.

Note

There is no trial mode for PA Status.

8 Quick Reference Guide Document Version 2008/2

1.1 Specifications

PA Status Pro/PA Status Express Mode Comparison Table

The tables below detail the differences between Pro mode and Express mode.

PA Status Supervisor Operator

Functions Pro mode Express mode Pro mode Express mode

Extension Monitor 100 groups and 100

extensions for each

group

5 extensions 100 groups and 100

extensions for each

group

5 extensions

Making Calls Yes Yes; up to 5 users Yes Yes; up to 5 users

Answering incoming

calls at other exten-

sions

Yes Yes; up to 5 users Yes Yes; up to 5 users

Redirecting incom-

ing calls at other ex-

tensions

Yes Yes; up to 5 users Yes Yes; up to 5 users

Call History Yes

No limitation

Yes; up to 5 users

Last 10 calls ´ 4 call

types

Not supported

Report Yes Yes; up to 5 users

Barge In/Take Over Yes Yes; up to 5 users

Listen In Yes Not supported

Conditions

•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 PA user can access PA Status functions using the Supervisor button.

•PA must be restarted if a PA user disconnects a PC from LAN and reconnects it while using PA.

•A PA user who logs in using an SLT extension cannot use the hold retrieve function in PA.

•If only a URL is registered in a user’s information (the Additional Info box in the PA preferences window),

clicking the Information button in the Contact List for that user opens the URL.

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

Document Version 2008/2 Quick Reference Guide 9

1.1 Specifications

1.2 System Connection Diagram

Connection Example:

Each PC running a PA application should be connected to the PBX as illustrated below.

16 10

Remote Office

Telephone Company

PA Server (CTI control), PA Services (Communication interface), and PA Manager (Web server)

Panasonic KX-TDA/KX-TDE Series PBX

LAN or USB*1

10 Quick Reference Guide Document Version 2008/2

1.2 System Connection Diagram

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