Zultys Advanced Communicator 3.2 – ZAC User Manual

November
17
Technical Publications
Zultys Advanced Communicator 3.2 – ZAC
User Manual
Author: Zultys Technical Support Department
Zultys,
Inc.
785
Lucerne
Sunnyvale,
California,
USA 94085
www.zultys.com
Technical Publications
No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Zultys, Inc. Under the law, “reproducing”
includes translating the document’s content into another language or format.
Information in this document is subject to change without notice. Every effort has been made to ensure that the
information in this document is accurate. Zultys, Inc. is not responsible for printing or clerical errors. Any
troubleshooting suggestions or suggestions for resolving common issues included in this document are
recommendations made by Zultys Technical Support team and are not guaranteed to resolve every issue the
reader may encounter.
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1 Contents
2 GETTING STARTED .............................................................................................. 5
2.1 DESCRIPTION ...................................................................................................... 5
2.2 PC REQUIREMENTS ............................................................................................... 5
2.3 MAC REQUIREMENTS ............................................................................................ 5
2.4 OTHER REQUIREMENTS .......................................................................................... 5
2.5 WHAT’S NEW IN 3.2 ............................................................................................. 5
2.6 INSTALLATION ..................................................................................................... 6
2.6.1 PC..................................................................................................................... 6
2.6.2 MAC ................................................................................................................. 8
3 OPERATION .......................................................................................................10
3.1 LOGIN SCREEN ...................................................................................................10
3.2 MAIN SCREEN ....................................................................................................10
3.3 SETTINGS MENU .................................................................................................13
3.3.1 APPLICATION: .................................................................................................... 13
3.3.2 ALERTS: ............................................................................................................ 16
3.3.3 CALL HANDLING: ................................................................................................ 17
3.3.4 VOICEMAIL NOTIFICATIONS: .................................................................................. 19
3.3.5 SOFTPHONE: ...................................................................................................... 21
3.3.6 PLANTRONICS HEADSET SUPPORT ........................................................................... 22
3.4 BUDDIES SCREEN.................................................................................................22
3.4.1 MY CONTACTS ................................................................................................... 24
3.5 RECENT ACTIVITIES SCREEN ...................................................................................25
3.6 DIAL SCREEN(MINIMIZED MODE) ..............................................................................26
3.6.1 DRAG AND DROP OPERATIONS ............................................................................... 29
3.6.2 BLIND TRANSFER ................................................................................................. 30
3.6.3 ATTENDED TRANSFER .......................................................................................... 30
3.7 VOICEMAIL SCREEN..............................................................................................31
3.7.1 VOICEMAIL SETTINGS ........................................................................................... 32
3.8 CONTACTS SCREEN .............................................................................................34
3.9 PARKED CALLS SCREEN .........................................................................................35
3.10 TEAM MESSAGING - CHAT GROUPS........................................................................36
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3.10.1 DRAG AND DROP OPERATIONS(FULL SCREEN MODE) .................................................. 40
3.11 FAX ...............................................................................................................41
3.12 CONFERENCE ...................................................................................................43
3.13 NOTIFICATIONS ................................................................................................45
3.14 TASKBAR OPTIONS: ...........................................................................................47
4 FULL SCREEN MODE ...........................................................................................48
5 CALL GROUP OPERATION....................................................................................51
5.1 PRESENCE FOR OPERATORS ....................................................................................51
5.2 PRESENCE FOR ACD AGENTS..................................................................................51
6 MICROSOFT OFFICE UNIFIED COMMUNICATIONS ..................................................55
6.1 DESCRIPTION .....................................................................................................55
6.2 OPERATION .......................................................................................................55
6.3 CONDITIONS ......................................................................................................57
7 DIGITAL SECURITY CERTIFICATES ........................................................................59
7.1.1 GENERATING A SECURITY KEY ................................................................................ 59
7.1.2 GENERATE AND INSTALL A SELF-SIGNED CERTIFICATE ................................................. 61
7.1.3 GENERATE A REQUEST FOR A CERTIFICATE FROM A CERTIFICATE AUTHORITY..................... 65
7.1.4 INSTALL A CERTIFICATE FROM A CERTIFICATE AUTHORITY............................................. 68
7.1.5 UPLOAD | CERTIFICATE ........................................................................................ 68
7.1.6 UPLOAD -> CERTIFICATE CHAIN ............................................................................ 68
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2 Getting Started
2.1 Description
Zultys Advanced Communicator (ZAC) is a Unified Communications client
software that provides a powerful, easy to use interface to access the
capabilities of the MX system.
2.2 PC Requirements

Version –Windows 7 (32-bit or 64-bit), Windows 8 (32-bit or 64-bit),
Windows 10 (32-bit or 64-bit)

RAM – 256 MB standard

Processor – 1 GHz minimum

Hard Drive Space – 100 MB
2.3 MAC Requirements

Version – OS X v10.6 “Snow Leopard” or higher (64-bit only)

RAM – 1GB

Processor – 1GHz Intel Core 2 Duo (64-bit)

Hard Drive Space – 150 MB
2.4 Other Requirements

MX software version 12.0.7. MX release 13.0.2 is recommended for full
functionality

Security certificate installed on the MX (see section 7)

MXIE license for each user
2.5 What’s new in 3.2
ZAC 3.2 introduces the following new functionality:

ScreenDial function (Windows and MAC versions)

Full Plantronics support (Windows and MAC version). There is no
requirement to install any Plantronics software on the PC.
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2.6 Installation
2.6.1 PC
Double click the download ZAC installation file. The installation process will
begin.
Click the Next button to continue
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It is recommended to leave the default installation settings.
Click the Install button.
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Click the Finish button to completer the installation.
2.6.2 MAC
Open the DMG file after downloading it.
Drag the program icon into the Applications folder
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You may then open ZAC from the Applications folder.
Note: This process does NOT create an Alias in the Macintosh Doc at the
bottom of the screen. The user will need to do that themselves.
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3 Operation
3.1 Login Screen
When you first start the program, the login screen will appear. You will need to
enter your login information in order to login to the program.
Enter your user name, password and the MX system address/domain name.
You may also select Remember password to avoid re-typing each time.
If you wish to utilize LDAP, enable the Use Windows Credentials and enter your
Windows login/password information.
Click Login to proceed
3.2 Main Screen
Once you have logged in, the main screen will appear.
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The main screen contains several items:

Presence Indicator/selector
You may select the arrow to drop down the presence menu and select your
desired presence status. Below the selection is an area to also include a note
that will be seen in addition to your presence.
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
Option Menu
This menu contains the About screen, Setup screen, Log off function, and the
Exit function. It is accessed by clicking on the
icon in the upper right
corner.

About – Displays the version number of the program

Settings – Provides access to programmable areas that users can
customize. See Settings Menu section of this document for more details.

Log off – This will log you out of the program but keep the program
open. You must login again to utilize the program.

Exit – This will close the program and log you off of the system.
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3.3 Settings Menu
3.3.1 Application:
Stay in system tray – This option determines if the program logs
the user off and closes if the X in the menu bar is pressed. If the
option is enabled, the user/program remains and the program
minimizes to the system tray. If the option is disable, the pressing
the X will exit the program.
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Stay on Top – This setting allows the program to remain on the
screen and in focus.
Diagnostic Logging – This enables the diagnostic log which is used
by Zultys Technical support.
Launch at System Start – This setting will start the program anytime
the computer starts.
Auto Login – This will perform an automatic login when the
program is started.
Silent Agent login – This setting will log the user in and have their
call group roles activated when the program starts. This bypasses
the user having to select the role each time at startup.
Change password – This allows you to change your user password.
Click the icon. You then need to enter your old, new and confirm
new passwords.
Integration – This area allows you to select Outlook Contacts
(32/64 bit), Microsoft Unified Communications (see section 6), as
well as the settings for the screen dial feature.
If you enable Outlook Contacts, Outlook contacts will display in the
Contacts area. You may select Outlook to view your Outlook
contacts.
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ScreenDial - You may define the hotkey combination that will be
used to activate the ScreenDial feature. In addition, you may add a
prefix to use with the screen dial feature. This is the number that
will be inserted prior to the highlighted screen dial number to be
dialed before making the call. By default, (CTRL+F12 on Windows,
Command+F12 on MAC) invokes the screendial feature.
Audio devices – This area allows the selection of the audio devices
on the PC that can be used for program audible notifications of
various events.
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3.3.2 Alerts:
Sound Alerts – Allows you to select which actions can have an
audible alert associated with them.
Popup Alerts – This allows the selection of actions associated with
popup events. The duration and display location of popup alerts
can be programmed here.
Please note that incoming call popups will remain until the call is
answered, rejected, or the caller hangs up. The duration parameter
does not apply to incoming calls.
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3.3.3 Call Handling:
This area allows you to setup individual call handling rules to control how
calls are handled under different conditions. Rules can be created, edited,
or deleted in this area. Call handling rules manage incoming calls that
you do not answer.
To add a new rule, click the
icon at the bottom of the Rules area.
To delete an existing rule, highlight the rule and click the
icon at the
bottom of the Rules area.
After creating a new rule or to edit a rule (double click the rule), the call
rule editor window will appear.
You may also enable/disable an existing rule by clicking the checkbox
next to the rule
.
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Adding or editing a call handling rule:
Rule – If you are adding a new rule, enter the rule name that you want
associated with the rule.
Events – Allows you to select which events can trigger the rule. On the
Phone, No answer, or any incoming call.
Conditions – Allows you to select specific conditions that can be
associated with the event. Options include, My presence, Call from, Date
range, Time of day, Days of week, Holidays, or Location(MX system) are
available.
Action – Allows you to select what action will be performed by the rule
based on the selected events and conditions programmed. Forward to,
forward to VM, find me, or reject the call area available actions.
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3.3.4 Voicemail Notifications:
This area allows you to setup individual voice mail notification rules to
control how voice mail notifications are handled under different
conditions. Rules can be created, edited, or deleted in this area.
To add a new rule, click the
icon at the bottom of the Rules area.
To delete an existing rule, highlight the rule and click the
icon at the
bottom of the Rules area.
You may also enable/disable an existing rule by clicking the checkbox
next to the rule
.
After creating a new rule or to edit a rule (double click the rule), the
notification rule editor window will appear.
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Adding/editing a voicemail notification rule:
Rule - If adding a new rule, enter the desired name to be associated with
the rule.
Notify me – Allows you to select when notification occurs, with each new
message or at a specified/regular interval.
Conditions – Allows you to select specific conditions with the notification
that will trigger the rule. Media type, class, from, older than, time of day,
and days of week are available.
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3.3.5 Softphone:
This area allows you to setup the parameters associated with the internal
softphone provided by the program. The softphone allows you to utilize
your PC audio to handle calls without requiring a desk phone.
Preferred Codec – Allows you to select which audio codec type to utilize.
Please consult with your administrator for proper setup.
Auto answer calls – Allows you to select if calls are automatically
answered when they ring your phone. Call types that can be selected are
internal/external or both.
SIP Registration – Defines the SIP registration information, ports, PIN, and
transport type. Please consult with your administrator for proper setup.
Note: You will need to set the PIN if you are using MX firmware 12.0.4.
The PIN field will be displayed if you connect to a 12.0.4 MX system.
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There is no need to set the PIN when running MX firmware 12.0.7 or
greater.
Audio devices – This area allows the selection of the audio devices the
softphone uses for receive audio, ringtone, and transmit audio.
3.3.6 Plantronics Headset Support
ZAC 3.2 includes support for the most recent Plantronics SDK. This allows ZAC
to integrate with the most recent Plantronics headsets including the Bluetooth
versions. All versions of Windows that support Plantronics HUB software are
compatible with ZAC. On MAC OS, versions 10.6 – 10.13 are supported with
ZAC.
3.4 Buddies Screen
This is the screen where the contacts you designate as buddies and buddy
groups are located.
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You may click on a buddy to display the options that are available(some options
may not be available based on what contact information the user has entered):
Start a message session
Call the user
Call the user on their mobile phone
In addition, the following actions are available
:
Designate/undesignated the contact as a buddy
Display the recent activity history of the buddy
You may access options for each buddy when you are in the recent history
screen.
Click the
icon to view the options available. Depending on the contact
information, several contact methods may appear. Business phone, cell phone,
home phone, e-mail:
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Select the
to return to the previous screen.
3.4.1 My Contacts
In addition to Buddies, you may create your own local contact list.
Click My Contacts
Click Add Contact
Enter the desired contact information:
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Click Done
3.5 Recent Activities Screen
The recent activities screen displays a list of the most recent activity you have
had.
You may filter the activity by All, only Calls, or only Messages.
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Selecting a contact will display the options available for the contact, call, IM,
mobile.
The history for that contact is also available by clicking
3.6 Dial Screen(minimized mode)
This is the screen in which you make and receive calls as well as manage active
calls while you are in minimized mode.
Incoming calls:
If you have popups enabled, a popup with call information and the ability to
answer/decline will be presented on your screen.
Clicking decline will allow you to end the call or send the call to voicemail.
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Dial screen, ready to enter phone
number
Active call session, external call
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Note: The Mute and Keypad options
are only available when you are
bound to the internal Softphone. If
you are bound to a desk phone, you
can utilize the mute/keypad of the
desk phone.
Active call session, internal call
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Single call session in maximized mode:
Multiple call sessions in maximized mode:
Switching between call sessions will display the corresponding tab associated
with the selected call session.
3.6.1 Drag and Drop Operations
ZAC allows many drag and drop operations to be performed to make call
processing operations simple.

Attended transfer of calls by dropping one call onto another in the calls
area or to call tab.

Add a call to a conference by dropping it into the conference call in the
calls area or conference tab.

Blind transfer a call to a user/number by dragging it from the calls area
or call tab to one of the contact views (Recent/Contacts/Buddies)

Blind transfer a call to a user/number by dragging the contact/number
from one of contact views (Recent/Contacts/Buddies) to a tab with a call
or call in the calls area on top.

Auto opening an inactive view (to be able to drop on its contact) by
dragging a call over its button.
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
When a drag and drop operation is available, the icon will change to
indicate the action to complete the drag and drop operation.
3.6.2 Blind Transfer
When performing a Blind Transfer, you do not speak with the party to whom
you are transferring the call, but simple send the call to the intended
transferee. This also may be referred to as unattended, or unsupervised
transfer.
Drag and drop the session block to the Contacts or buddy list contact that is to
receive the transferred call. Once the desired contact is found, drop the call
onto the contact.
-orPress the Transfer icon in the dial screen. Start typing the desired contact. Once
found, click the transfer icon to complete the transfer.
3.6.3 Attended Transfer
In an attended transfer, you speak to the party to whom you are transferring
the call prior to the transfer. This may also be referred to as attended, or
supervised transfer.
Call the first party.
Place the first party on hold by pressing the hold button on ZAC. Do Not Use
controls on the phone to place the call on hold!
Call the second party
To transfer the call:
drag and drop the session control block to the recipient’s address book or
buddy list contact
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3.7 Voicemail Screen
This screen is where your voice mail, on demand call recordings, and mailbox
greetings are accessed/managed.
You may choose to view your inbox or deleted box. A list of the voice messages
will be displayed in each.
When you click on a message the options for the message will be presented:
Add comment – Allows you to type a comment to be associated with the
voice message. This comment will follow the voice message if you choose
to forward the message.
Play/Replay/Pause – Allows you to listen or pause the message. You may
also click on the sound bar to jump to any point of the message.
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Delete – Deletes the message from the current box. If you are deleting
from the delete box, you will be asked for a confirmation.
Call – This allows you to place a call back to the party that left the
message.
Forward – This allows you to forward the message to another mailbox
user. You may optionally record a pre-amble message to the forwarded
message.
Mark as unread – This allows to store the message in a unread/new state.
Reply – This allows you to reply to another mailbox user that left you the
message.
Play via Bound – This allows you to listen to the message on your desktop
phone instead of your PC if you desire.
3.7.1 Voicemail Settings
This menu is accessed by clicking the gear icon
in the Voicemail screen:
This screen is where you manage your greetings, name, and auto attendant
greeting.
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Recorded name – This allows you to import, record, or delete a user name
that is associated with your mailbox.
Greetings – This allows you to import, record, or delete a greeting that is
associated with your mailbox. You may have up to 4 unique greetings
associated with your mailbox. To make a greeting active, click the
checkbox next to the desired greeting.
Auto Attendant Greeting – This allows you to import, record, or delete an auto
attendant greeting that is associated with your mailbox.
The MX auto attendant routes calls to system users. Prior to routing a call to
your phone, the auto attendant can play your greeting, recorded name, or
extension to the caller. The auto attendant greeting is the greeting played by
the auto attendant to a caller prior to routing the caller to your extension.
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3.8 Contacts Screen
This is the screen where all the MX system contacts are located. This includes
contacts in multiple locations if you are part of an MXnetwork.
You can filter the contacts by locations by clicking the Contacts Settings icon.
Select the desired locations you want to display. All the contacts from that
location will be added to your contact list.
To add a contact as a buddy, click the star icon on the desired contact:
.
The icon will change to :
Selecting a contact will display the options available for the contact, call, IM,
mobile. Other options may be displayed based on the contacts’ settings.
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The history for the contact is also available by clicking
3.9 Parked Calls Screen
This is the screen where calls that are parked can be managed. When a call is
parked the screen will display:
ID – The park slot ID
Caller – The caller that was parked
Parked by – The user who parked the call
The screen will indicate the amount of time the call has been parked and
the call may be retrieved by clicking the
icon.
The Park notification area will also indicate that a call is parked.
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3.10Team Messaging - Chat Groups
This is the screen where the Team Messaging (Chat Group) function is accessed
and managed. Team Messaging allow users to have group chat conversations
similar to a conference call. Group members will receive notifications and can
respond to any chats that come to the group. Any member of the group can
send a message and all other members in the group will receive the message.
You may filter Chat Groups by My, Public, Private
Public groups allow any user to join the group without requiring approval.
Private groups require the owner of the group to add members to the private
group.
To create a new group:
Click the Create Group icon.
In maximized mode click the Create Group tab.
Enter the desired group name and select the users you want to be part of
the group. Each time you click a user, they will appear in the Members
area at the top of the screen. You may delete a member by clicking the X
next to their name.
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Select if the group is to be a Private group. If this is not selected, the
group will be a public group for all users to view/join.
Click Create Group.
To edit a group:
Open the desired Chat group by clicking the
Click the
icon.
icon next to the group name.
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Select the desired option you wish to perform on the group.
Rename/pencil icon – Allows you to rename the group
Change Owner – You may transfer the ownership of groups you created
to other users
Make Public – If the group is private, selecting this will make it a public
group. You cannot revert a public group back to a private once this action
is taken.
Delete Group – This action will delete the existing group. You will be
prompted for a confirmation to delete.
Mute Notifications – This allows the user to mute popups and missed
activity indications in the navigation panel. This can be useful for
extremely active groups with a large number of messages exchanged.
Add Members – This action allows you to add additional members to the
group.
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To view/converse the group chat:
Open the desired Chat group by clicking the
icon in minimized
mode. You may also click the group icon in maximized mode and select
the My/Public/Private group type.
You will see the most recent message threads. Type your text in the text
box and press
to send or press ENTER key on the keyboard.
In maximized mode, each group will open as a separate tab. You may pin
the tab to keep it on the screen and move from tab to tab.
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3.10.1 Drag and Drop Operations(full screen mode)
You may create a private chat group by dragging the 1st user to the 2nd user’s
tab (group will have 3 members and default name).
You may add a member to the chat group by dragging a user to the chat group
tab.
You may add a member to a chat group by dragging the user to the Groups
view.
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3.11Fax
This area allows you to send/view/manage the faxes you have.
Click the fax icon.
You may select your inbox/sent/deleted from the tab.
Click Create New to send a fax.
Enter the fax number to send to and press ENTER.
Attach the desired file and select the desired parameters.
Click Send
You may also schedule a fax to be sent at a predetermined date/time.
Click the Schedule checkbox.
Enter the desired date/time and desired parameters.
Click Schedule.
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3.12Conference
This area allows you to schedule an MXconference as well as launch MXmeeting
application.
To create a conference:
1.
Click the conference icon.
2.
Click Schedule.
3.
Enter the conference name, frequency, date, time, duration, and web
collaboration options.
4.
Check if the conference is to end when the host leaves.
5.
Click save and invite. An e-mail template with the conference
information will be presented. Enter the desired recipient’s and send
the e-mail.
6.
Click Save to create the conference without sending invites.
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Example of an Outlook calendar invite:
To start the conference:
1.
Click the desired conference.
2.
Click the start icon
3.
The audio will be connected and MXmeeting will launch if
collaboration was selected.
You can mute or disconnect participants as the conference owner once the
conference is started.
Click the
icon to display the Participants menu.
Click Participants
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Once a conference is created, you are able to start, edit, invite users, or delete
the conference.
3.13Notifications
The notification area indicates new/current/missed activity in the specific areas
of the program. This provides an indication to the user that that area has had
activity.
If a specific area has activity, a notification will be presented indicating the total
amount of activity for that area. Clicking on that area will reset the activity
notification.
Activity notifications apply to the following areas in the program:

Recents
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
Dial

Voicemail

Groups

Park

Fax

Conference
Notifications are displayed by the filter selected within an area. For example, in
Recents you can filter by All, Calls, Messages. If you have the Messages filter
selected, the notification screen will display notifications for messages. If the
Calls filter is selected, notification will display notifications for calls only.
This functionality applies to all areas where filters are provided.
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3.14Taskbar Options:
A user may access certain features of the program directly from the taskbar.
Features that can be accessed from the taskbar are:

Presence state

Presence note

Log out

Open

Exit
To access this menu, right click on the ZAC icon in the system tray:
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4 Full Screen Mode
The Zultys Advanced Communicator provides a full screen (maximized) mode in
addition to the compact (mini) mode.
To toggle between the two modes click the resize icon in the top-left corner
The full screen mode will be displayed.
When you click on a buddy/contact, the activity screen for that contact will
display.
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Clicking another contact/buddy will display the activity screen for the selected
contact.
You may pin the activity screen so that it remains on the screen. To do this,
click the pin
icon.
If you close the activity screen after pinning it, you will need to re-pin the
screen.
The pinned tab will remain on the screen and you may select the tab by clicking
on it.
When the activity tab is open, you have the following actions available:
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
Call the contact

Email the contact

Call the contact mobile phone

Display the recent activity for this contact
The recent activity screen will expand and display the recent history for the
selected contact.
You may close the recent activity screen by clicking the X next to the contact
name.
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5 Call Group Operation
In addition to logging into ZAC through your user role, you can also log into
any of the ACD, ICC or Operator Groups to which you belong. ZAC opens a role
partition for each group to which you are a member of, and are logged into.
ZAC provides features for ACD, ICC agents and Operators that based on the call
group functionality, and may differ from those features that are available to
users.
5.1 Presence for Operators
The following conditions may trigger transitions between operator presence
states based on the user’s defined preferences:
• Available to On the Phone triggers when an ACD agent or operator
initiates or accepts a call. This rule cannot be removed or changed.
• On the Phone to Available triggers when an operator terminates a call.
• Available to Not Available triggers when the user changes to a state
specified by the ACD and Operator User Preferences window.
5.2 Presence for ACD Agents
The following conditions may trigger transitions between Agent presence states
based on the user’s defined preferences:
• Available to Active triggers when an ACD agent initiates or accepts a call.
This rule cannot be removed or changed.
• Active to Wrap up triggers when an agent terminates a call.
• Wrap up to Available triggers after remaining in the wrap up state for a
period specified by the ACD and Operator User Preferences window.
• Available to Not Available triggers when the user changes to a state
specified by the ACD and Operator User Preferences window.
You may select a Role(s) when logging into ZAC.
Click the “Apply to future login” to have role selection performed automatically
at each login.
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You may also select a role after you are already logged in in the Role Selection
area.
Once you are logged in, you may select an active role in the Active Role area.
You may also select an Active role prior to placing an outbound group call.
Click on Active Role
Check the desired role to make active
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Place the outbound call.
You can change your Group presence by clicking on the Group user icon
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The presence state will change after selecting a presence.
Incoming group calls are identified in the call session area next to the callerID.
A history of the group calls is presented below the call session area.
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6 Microsoft Office Unified Communications
6.1 Description
This feature allows ZAC presence information to be shared with Microsoft
Outlook 2010+ versions. ZAC users’ presence status can be viewed within the
Outlook application without the need to view the ZAC application itself.
In addition, actions such as call, Instant Message can be initiated from Outlook
as well.
6.2 Operation
Once the feature is enabled in ZAC Settings, operation is inherent. Presence
status is shown for all e-mail recipients in Outlook:
Presence Status is also shown in the People Pane of Outlook.
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Moving your mouse over the presence area of a user will present the quick
action menu:
From the quick action menu you can:

Initiate an IM session. ZAC IM window will appear. Depending on your
ZAC settings, ZAC may appear.

Place a call to the user. ZAC will be invoked. Depending on your ZAC
settings, ZAC may appear.

Send an e-mail using Outlook
MXIE Presence Status
Outlook Presence Status
Available
Available
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Not Available
Do Not Disturb - Not Available
Busy
Busy
At Lunch
Away – At Lunch
In a Meeting
Busy – In a Meeting
Be Right Back
Away – Be Right Back
Appear Offline
Offline
6.3 Conditions

Outlook 2010+ must be installed on the users’ PC.
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
This feature operates independently of Zultys Outlook Communicator or
Microsoft Exchange Communicator (MSEC). Neither application is required
for this feature to be utilized.

This feature does not require an Exchange Server to be present.

This feature does not require any additional license to operate. The only
requirement is a valid user license and MXIE must be installed and
running on the MX system.

The Microsoft Web based application SharePoint must be run in Internet
Explorer to view presence status. Firefox, Chrome, Safari web browsers
will not support the Unified Communications integration.

Outlook supports one direct connection presence application from
external programs. If the user already has an external presence sharing
associated with Outlook, Skype for example, enabling the Zultys feature
will disable the Skype presence

The e-mail address in Configure\Users in MX Administrator must be
programmed.
ZAC/Settings/Application
Enable the checkbox and click Apply.

Microsoft .NET Framework 4 must be installed/active on the users’ PC in
order for this feature to operate properly.
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7 Digital Security Certificates
Zultys Advanced Communicator utilizes a Transport Layer Security (TLS) secure
connection to the MX. A digital security certificate is required to enable a
connection to the MX. A security certificate is a digital document assuring users
that their transmission is encrypted, secure and connected to the right server.
If that certificate has been signed and approved by an independent certification
authority (CA) then the Zultys Advanced Communicator software accepts the
two endpoints as legitimate and proceeds with the connection.
Alternatively, the digital security certificate can be self-signed by the company
and not validated by a third-party certification authority. In essence, a selfsigned certificate conveys the message, "You can trust me", but forces the user
to acknowledge and accept that trust whenever connecting to the phone
system.
Of the two types of certificates, the third-party certificate from a certificate
authority is preferred.
7.1.1 Generating a Security Key
Generating a security Key is a precursor to generating any one of the certificate
types.
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1.
Go to Maintenance | Security Certificate Management.
2.
Click on Generate, and select Security Key from the dropdown list.
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3.
Click OK to the following popup message.
4.
Verify Security Key is successfully installed.
Once the Key is generated, the screen will update to reflect this
information.
7.1.2 Generate and Install a Self-Signed Certificate
1.
Go to Maintenance | Security Certificate Management.
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2.
Generate Certificate.
3.
Click on Generate, and select Self-Signed Certificate from the
dropdown list.
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4.
Fill in the necessary information.
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5.
Click Generate Certificate.
6.
Click OK to the warning popup up message.
7.
Click OK to the confirmation popup message.
8.
Click Close.
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7.1.3 Generate a Request for a Certificate from a Certificate Authority
1.
Go to Maintenance | Security Certificate Management.
2.
Generate a Certificate Request.
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3.
Fill in the necessary information.
4.
Click on Generate Request.
5.
Click ok to the warning popup.
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6.
Save the generated Certificate Request.
7. Purchase a certificate from a Certificate Authority online. When
requested, upload the above CSR file.
8. The certificate authority will issue a certificate based on the request file
provided.
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7.1.4 Install a Certificate from a Certificate Authority
Go to Maintenance | Security Certificate Management.
7.1.5 Upload | Certificate
1.
Navigate to certificate file location and select the file.
2.
Certificate will be displayed. Check that the data shown is correct.
3.
If required, upload a certificate chain
7.1.6 Upload -> Certificate Chain
Navigate to certificate file location and select the file.
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