LG ez-Attendant Attendant Installation and User Guide
Below you will find brief information for Attendant ez-Attendant. The ez-Attendant is a software application designed to enhance the attendant functionality of the IP LDK by visualizing the Attendant call handling and control functions. The user interfaces with the ez-Attendant screen using the mouse (point and click) or programmable ‘Hot Keys’ to select features and functions available. A pop-up Incoming Call window notifies the user of incoming calls while working with other applications (word processor, spread sheet, etc.).
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ez-Attendant Installation and User Guide ez-Attendant Issue 2.0b History Issue Issue 1.0a Date 2003.09 Description Initial Description Issue 1.0b 2003.10.23 Added about Log-view, information window. Issue 1.0c 2003.11.22 Issue 1.0d 2004.01.31 Unscreened transfer, SMS to GSM Modem function added. Search option, trace save option function added. Use of ms-outlook schedule. Issue 1.0e 2004.03.22 Issue 2.0a 2004.4.16 Issue 2.0b 2004.9.15 Issue 2.0c 2004.11.17 Recall History, Display stations by ascending logical number, small button type. Scheduler auto loading time interval, log view delete, speed bin data for 600 hotel, scrolling station list, phonebook list when find matched item, group call window display, co line display window , hot desk function. Sorting station buttons by logical number/user name, Prepaid call function, Display selected stations, CO line outgoing disable/enable, Account code Wake Up/Recorder Icon Selection. LDK-20 system added, co line drop function LG reserves the right to make changes to the specifications and other information in this document at any time and without prior notice. While the information furnished in this document is believed to be reliable and accurate, LG makes no warranty express or implied that it is true and accurate in all cases. Need general trademark & copyright statement here for LG, MS and perhaps Intel. i Sept. ‘04 ez-Attendant Issue 2.0b CONTENTS 1 2 3 4 Introduction ...........................................................................................................................1-1 Overview ...............................................................................................................................2-1 Installation .............................................................................................................................3-1 3.1 PC Requirements...........................................................................................................3-1 3.2 Host Telephone System.................................................................................................3-1 3.3 ez-Attendant Application Installation ...........................................................................3-2 3.4 ez-Attendant Configuration...........................................................................................3-5 3.4.1 Display Window.....................................................................................................3-7 3.4.1.1 Station Type and Window Size.......................................................................3-7 3.4.1.2 Station View....................................................................................................3-8 3.4.1.3 Button View Number/Name Sort..................... Error! Bookmark not defined. 3.4.1.4 Call Park Display ............................................. Error! Bookmark not defined. 3.4.1.5 Keypad Display................................................ Error! Bookmark not defined. 3.4.1.6 Wake Up/Recorder Icon Change ..................... Error! Bookmark not defined. 3.4.1.7 Language Selection .......................................... Error! Bookmark not defined. 3.4.2 Settings Window ..................................................... Error! Bookmark not defined. 3.4.2.1 Log On Information ......................................... Error! Bookmark not defined. 3.4.2.2 SMS Information.............................................. Error! Bookmark not defined. 3.4.2.3 System Speed Dial Editor ................................ Error! Bookmark not defined. 3.4.2.4 Forward Information ........................................ Error! Bookmark not defined. 3.4.2.5 Group Setting Information ............................... Error! Bookmark not defined. 3.4.3 Station Window Display Groups............................. Error! Bookmark not defined. 3.4.4 Hot-Key Map Configuration ................................... Error! Bookmark not defined. 3.4.5 Customize Environment .......................................... Error! Bookmark not defined. 3.4.6 External Call Dial Codes......................................... Error! Bookmark not defined. 3.5 ez-Attendant PC to Host Connection ............................. Error! Bookmark not defined. ez-Attendant Operation .......................................................................................................4-24 4.1 Operation Overview ....................................................................................................4-24 4.2 Log on .........................................................................................................................4-26 4.3 Answering Incoming Calls..........................................................................................4-28 4.3.1 ez-Attendant Minimized.......................................................................................4-28 4.3.2 ez-Attendant Screen Active..................................................................................4-28 4.3.3 Call Pick-Up.........................................................................................................4-30 4.4 Attendant Call Processing ...........................................................................................4-31 ii Sept.-04 ez-Attendant Issue 2.0b 4.4.1 Transferring an Active Call ..................................................................................4-31 4.4.2 Camp-on ...............................................................................................................4-32 4.4.3 Intrusion................................................................................................................4-33 4.4.4 Call park and retrieve ...........................................................................................4-33 4.4.5 Paging...................................................................................................................4-34 4.5 Placing a Call ..............................................................................................................4-35 4.5.1 Station Window Station Field...............................................................................4-35 4.5.2 Station Window Phone Book tab .........................................................................4-36 4.5.3 Station Window Log View ...................................................................................4-37 4.5.4 Keypad Window...................................................................................................4-38 4.6 Message Wait/Call Back .............................................................................................4-39 4.7 Lower Tool bar ............................................................................................................4-39 4.7.1 Hold Call ..............................................................................................................4-39 4.7.2 Conference............................................................................................................4-40 4.7.3 Call Forward.........................................................................................................4-40 4.7.4 Mute .....................................................................................................................4-41 4.7.5 End .......................................................................................................................4-41 4.8 Tools Menu..................................................................................................................4-41 4.8.1 Station Name Change...........................................................................................4-42 4.8.2 Date/Time Change................................................................................................4-42 4.8.3 Text Messaging, Preselected & Custom...............................................................4-43 4.8.3.1 Activating Text Messages.............................................................................4-43 4.8.3.2 Entering/Editing Customize Messages .........................................................4-45 4.8.4 COS ......................................................................................................................4-46 4.8.4.1 Class Of Service Assignment........................................................................4-46 4.8.4.2 Temporary COS (Phone Lock) .....................................................................4-46 4.8.5 Attendant Cancel ..................................................................................................4-47 4.8.6 BGM (Background Music) Selection...................................................................4-47 4.9 Upper Tool bar Functions............................................................................................4-48 4.9.1 Wakeup Call Registration/Cancel.........................................................................4-48 4.9.2 SMS (Short Message Service)..............................................................................4-49 4.9.2.1 Internal SMS .................................................................................................4-49 4.9.2.2 External SMS ................................................................................................4-51 4.9.3 My Status Ring Mode Control .............................................................................4-52 4.9.4 Send E-mail ..........................................................................................................4-53 4.10 CO Line Display window............................................................................................4-54 4.11 Hunt Group Information Window...............................................................................4-56 iii Sept.-04 ez-Attendant Issue 2.0b 4.12 Phone book..................................................................................................................4-57 4.12.1 Phone Book Description.................................................................................4-57 4.12.2 Add/Edit Phone Book Entries ........................................................................4-58 4.12.3 Phone Book Database Link ............................................................................4-60 4.12.4 System Speed Dial Window...........................................................................4-62 4.13 Log View.....................................................................................................................4-64 4.14 General ........................................................................................................................4-66 4.14.1 Tool Tip Display.............................................................................................4-66 4.14.2 Record VMIB .................................................................................................4-67 4.14.3 Multiple ez-Attendants ...................................................................................4-67 4.14.4 Flexible Button Programming........................................................................4-67 4.14.5 Networking & BLF Manager Integration.......................................................4-69 4.15 Alarm information window.........................................................................................4-69 4.16 Prepaid call..................................................................................................................4-70 4.17 Input Account Code ....................................................................................................4-71 5 Shared MS Outlook Schedules............................................................................................5-71 5.1 General ........................................................................................................................5-71 5.2 Outlook set-up in Exchange Server.............................................................................5-72 Appendix A Local Language, pcatdlls.txt file........................................................................... A-1 Appendix B Log on Error Messages ......................................................................................... B-1 Appendix C Alarm Messages.................................................................................................... C-1 Appendix D ez-Attendant Icons ................................................................................................ D-1 iv Sept.-04 ez-Attendant 1 Issue 2.0b Introduction This document provides installation and user operating instructions for the LG ez-Attendant PC based software application. The document includes an overview of ez-Attendant, as well as detailed directions for installation of the ez-Attendant application in a PC, connecting the PC to the host LG telephone system and an operational guide for the ez-Attendant user. Several terms used in this manual are defined below for clarity: • Select: with the mouse, move pointer to object and click on the left button of the mouse, • Enter: type the input, characters or digits, using the keyboard or in the Keypad window, click on digits with the mouse. 1-1 Sept.-04 ez-Attendant 2 Issue 2.0b Overview ez-Attendant is a software application designed to enhance the attendant functionality of the IP LDK by visualizing the Attendant call handling and control functions. ez-Attendant works in conjunction with the Attendant’s multi-button phone providing enhanced attendant functionality and efficiency. The user interfaces with the ez-Attendant screen, Figure 2, using the mouse (point and click) or programmable ‘Hot Keys’ to select features and functions available. A popup Incoming Call window notifies the user of incoming calls while working with other applications (word processor, spread sheet, etc.). ez-Attendant incorporates a database for internal users and external contacts and shares the System Speed Dial data with the IP LDK. The database entries can be searched and used to place calls. The external contact database can be linked to a private or shared PIM (Personal Information Management) database including Outlook, Goldmine or ACT!. Also schedules of internal extension users in public Outlook files can be shared with and displayed on the ezAttendant screen. Figure 2 ez-Attendant Screen 2-1 Sept.-04 ez-Attendant 3 Issue 2.0b Installation Installation is a 3 step process; install the ez-Attendant application in the desired PC, configure ez-Attendant and connect the ez-Attendant PC to the host IP LDK. Note that after configuring ez-Attendant, the ez-Attendant PC should be restarted to assure all configuration information is available in active memory. 3.1 PC Requirements The ez-Attendant application software requires a PC with the minimum configuration defined below: Pentium III 800 MHz clock 256 M Bytes of DRAM 100 M Bytes of HDD storage 17” monitor with a resolution of 1024 x 768 Microsoft Windows 2000 or XP operating system 10/100 Base T NIC (Network Interface Card) CD ROM drive Standard Keyboard Standard Mouse 3.2 Host Telephone System ez-Attendant is designed to work with the IP LDK which must be equipped with a LAN port for connection to the ez-Attendant. ez-Attendant is compatible with all IP LDK systems below: IP LDK 20,LAN port is standard IP LDK 50 with LAN option board IP LDK 100 with LAN option board IP LDK 300, LAN port is standard IP LDK 600, LAN port is standard The IP LDK MPB (Main Processor Board) must be equipped with the software version 2.2Fi or later. In addition, the IP LDK must have a fixed (static) IP address. For security purposes, a private IP address is recommended. The ez-Attendant PC will support static or dynamic IP addressing. ez-Attendant will operate in a networked environment where several IP LDK systems are 3-1 Sept.-04 ez-Attendant Issue 2.0b interconnected. In the networked environment, the BLF Manager server, which runs on a separate PC, provides status information on up to 50 extensions of each network node to ezAttendant. 3.3 ez-Attendant Application Installation The ez-Attendant application is installed on the PC using the supplied CD. Installation uses an Auto Run program that will start when the CD is placed in the PC’s CD ROM drive. Once started, the InstallShield Wizard, Figure 3.3a, will begin preparation and the DAO (Database Access Object) installation dialog box will appear. Figure 3.3a DAO Install Select Yes to install the DAO files, the DAO setup screen, Figure 3.3b, will appear, and click Next. The DAO Components screen will appear, 3.3c. 3-2 Sept.-04 ez-Attendant Issue 2.0b Figure 3.3b DAO Setup Figure 3.3c DAO Components Select the desired components, and click Next. Note both components can be installed if there is doubt about which components to install. After selecting Next, if the Jet component was chosen, the Jet component screen will appear, Figure 3.3d. Figure 3.3d Jet Components 3-3 Sept.-04 ez-Attendant Issue 2.0b Click the desired components. Again, if there is doubt, select all the components. After completing installation of the DAO components, the ez-Attendant Wizard will appear, Figure 3.3e. Figure 3.3e ez-Attendant Wizard Click Next; the install progress screen will appear followed by the install complete screen, Figure 3.3f. Figure 3.3f ez-Attendant Install Complete 3-4 Sept.-04 ez-Attendant Issue 2.0b Click Finish, and the windows desk top will appear with the ez-Attendant short-cut on the Windows desk top, circled in red in Figure 3.3g. Figure 3.3g ez-Attendant Short-cut Once completed, the ez-Attendant is operational; however, for proper communication with the IP LDK, it is necessary to install a “software lock-key” in the host IP LDK system. For instructions regarding Lock-key installation, refer to the IP LDK Lock-key installation guide. 3.4 ez-Attendant Configuration There are several mandatory configuration items, which must be input to ez-Attendant for proper operation. Specifically, the IP address of the host IP LDK LAN port and the Attendant extension number must be properly set. These items as well as a number of other configuration items are set in the tabbed pair of windows, Display and Settings, Figures 3.4a and 3.4b. 3-5 Sept.-04 ez-Attendant Issue 2.0b Figure 3.4a Display Window Figure 3.4b Setting Window As shown, these windows are divided into sections for various characteristics which are 3-6 Sept.-04 ez-Attendant Issue 2.0b described in the following paragraphs in the order displayed above. Additional configuration items from other dialog boxes are also covered in this section. 3.4.1 Display Window 3.4.1.1 Station Type and Window Size The Station Window in the ez-Attendant main screen is intended primarily for use as a status display of the host and, if assigned, networked IP LDK stations. Note that the Station Window is also used to display the ez-Attendant Phone Book and to view call logs by selecting the appropriate tab to the right of the window. When used in the Station Field view, the display indicates the status of internal stations and allows the Attendant to call individual stations by selecting the desired station button. For convenience, under the Station Field tab, the stations can be displayed in one of three ‘Types’ or views: Large Icon button, Small Icon button and List view, Figure 3.4.1.1a. In the Large Icon view each station is displayed with the station name and number and a phone Icon which is used to indicate status of the extension. The Small Icon view displays the station number and a smaller phone Icon, again used to indicate extension status. In the List view, extensions are shown in a simple list with the name, number and other user related phone numbers as well as the small phone Icon for status. Figure 3.4.1.1a Station Button and List view display 3-7 Sept.-04 ez-Attendant Issue 2.0b The size of the Station Window can be adjusted for Small, Medium or Large to increase the number of button rows or list items displayed. The number of rows displayed is based on the Window size and Type selected as in Table 3.4.1.1 below for the default resolution (1024 by 768 XGA). In both the Large and Small Icon view seven columns of icons are displayed. Table 3.4.1.1 Station Window Size Displayed Rows/buttons Window Size Large Icon Small Icon List Small 4/28 56 15 Middle 5/35 10/70 19 Large 6/42 12/84 25 The view and size are configured in the Station Type and Station Window Size sections of the Display Window, Figure 3.4.1.1b. To access these sections of the Display Window; • select Setting from the Menu bar, • select Option from the Setting Menu, • select the Display tab from the Display and Settings Window. Click on the ‘radio button’ for the view desired; for a Large Icon display select Button Type, for the Small Icon display select Small Button Type and for the List display select List Type. For the Station Window Size select the radio button desired, Small, Middle or Large. Refer to Table 3.4.1.1 for the number of rows that will be displayed for each selection. Select Apply which will save the selection and allow further entries or OK which will save the selection and return to the ez-Attendant main screen. Figure 3.4.1.1b Station Window Display Mode Notes: • As the size of the Station Window is increased, the size of the System Text Message, Schedule and SMS (Short Message Service) windows will be decreased. 3.4.1.2 Station View The Station Window displays stations by groups. The active group display is selected from the 3-8 Sept.-04 ez-Attendant Issue 2.0b tabs at the top of the Station Window. Groups available are based on the group (department) name in the internal Phone Book or a single group of “selected stations”. The user can select to view stations by group name or by selected station. Selecting View by Group name, will display stations by the department name registered on the Phone Book, refer to section 3.4.3 to add/edit Group names members. Choosing View by selected stations, the ez-Attendant displays stations selected by user as below. To display selected stations; • select Setting from the Main Menu, • select Option from the Setting Menu, • select the Display tab from the Display and Settings Window, • click the radio button with View by Selected stations text to display selected stations, Figure 3.4.1.2a station view tab After selecting View by Select Station, stations can then be assigned to the selected stations group. To select stations for monitoring; • select Setting from the Main Menu, • select Selected Station View from the Setting Menu ,Figure 3.4.1.2b, • select stations for monitoring and select , • Select the Close button to store the selection and exit. 3-9 Sept.-04 ez-Attendant Issue 2.0b Figure 3.4.1.2b Select station window When complete, the Station Window will display the “ALL Group” and “Selected Stations” tabs as shown in Figure 3.4.1.2c and will not display stations by the Group(department)name. Figure 3.4.1.2c Select station view 3-10 Sept.-04 ez-Attendant Issue 2.0b 3.4.1.3 Button View Number/Name Sort When the Button Type view is selected, the buttons can be displayed sorted by extension number or names. When sorted by number, the lowest station number is shown in the upper left and the highest is shown in the lower right, Figure 3.4.1.3a. When sorted by name, the buttons are sorted in the alphabetic order of the first name as shown in Figure 3.4.1.3b. To change the sorting option; • Right click using the mouse with the pointer in the Station Window, • Click Sort By name or Sort By Number. Figure 3.4.1.3a Popup Menu on the station window Figure 3.4.1.3b Station window sorted by name Notes: The default sort order is by Number.. 3-11 Sept.-04 ez-Attendant Issue 2.0b 3.4.1.4 Call Park Display The Call Park Window displays information on calls that are “parked” by ez-Attendant. Included information is the Park Zone and the caller Id for the parked call. The window will be shown just above the Lower Tool bar. As a default the Call Park Window is not displayed. ezAttendant may be configured to show this window from the Park Call Display section in the Display Window, Figure 3.4.1.4. To access this section; • select Setting from the Menu bar, • select Option from the Setting menu • select the Display tab from the Display and Settings Windows. Click the desired ‘radio button’ to select Show or Hide the Call Park Window. Select Apply which will save the selection and allow further entries or OK which will save the selection and return to the ez-Attendant main screen. Figure 3.4.1.4 Park Call Display 3.4.1.5 Keypad Display ez-Attendant can display a ‘telephone keypad” which the attendant can use to place internal or external calls in place of the Attendant’s multi-button phone. The keypad can be displayed in either the Information or Queue Window based on the option selected in the Keypad Display section of the Display Window, Figure 3.4.1.5. To access the Keypad Display section; • select Setting from the Menu bar, • select Option from the Setting menu, • select the Display tab from the Display and Settings Windows. Click the desired ‘radio button’ to show the keypad in the Information or Queue Window. Select Apply which will save the selection and allow further entries or OK which will save the selection and return to the ez-Attendant main screen. Figure 3.4.1.5 Keypad Display option Notes: • It is recommended that the Keypad be displayed in the Information Window. • Hunt Groups can not be assigned a button in the Station Window therefore; the keypad is 3-12 Sept.-04 ez-Attendant Issue 2.0b used to place a call to a station Hunt Group. 3.4.1.6 Wake Up/Recorder Link Icon Change The ez-Attendant Upper Toolbar can be assigned with either a Wake Up icon or a Recorder link icon. With the Wake Up icon the user can quickly set a “wake-up call’ or alarm to an extension, refer to section 4.9.1. With the Recorder icon the user can quickly activate the Conversation Recording application. To employ the Recording application, the Attendant must use an LDP7024 or 7024LD Multi-button phone equipped with the USB option board, the ez-Attendant PC must have the Recording application installed and the ez-Attendant PC must be connected to the Multi-button phone USB port. For operation of the Conversation Recording feature refer to the Recorder Application User Guide. As a default the ez-Attendant is configured with the Wake Up icon. To change Wake Up/Recorder icon; • select Setting from the menu bar, • select Option from the Setting menu, • select the Display tab from the Display and Settings Windows. Figure 3.4.1.6a. • click the desired ‘radio button’ to activate wake up icon or recording icon on Tool Up Bar. • select Apply or OK button to save the selection. Figure 3.4.1.6a Toolbar ICON display 3-13 Sept.-04 ez-Attendant Issue 2.0b 3.4.1.6b Activated with Recorder Icon 3.4.1.6c Activate with Wake Up Icon 3.4.1.7 Language Selection ez-Attendant can support either of two languages for the Menu, Tool bar and Window designations. The default language is English. The second language is defined as the Local Language which must be entered in the pcatdlls.txt file located in the ez-Attendant main directory, default LG Electronics/ez Attendant/. Prior to selecting the Local Language, it is necessary to edit this file which can be accomplished with any common text file editor, MS Notepad, Word, etc. The desired Local Language text is translated from the English text shown in this file, refer to Appendix A. After accessing the file, you may edit the local language text. The language is selected in the Language Selection section of the Display Window, Figure 3.4.1.4. To access this section; • select Setting from the Menu bar, • select Option from the Setting menu, • select the Display tab from the Display and Settings Windows. Click on the ‘radio button’ for the language, English or Local Language. Select Apply which will save the selection and allow further entries or OK which will save the selection and return to the ez-Attendant main screen. Figure 3.4.1.7 Language Selection dialog box Notes: • The default Local Language is Korean. • Local Language words significantly longer than the English equivalent may cause unusual displays of the affected area. To minimize any difficulties in the display, the Local Language words should be approximately the same character length as the English nomenclature shown in the pcatdlls.txt file of Appendix A. 3-14 Sept.-04 ez-Attendant 3.4.2 Issue 2.0b Setting Window 3.4.2.1 Log On Information The IP Address of the host IP LDK and the Attendant extension number are mandatory data and are assigned in the Log On Information section of the Settings Window, Figure 3.4.2.1. To access this section; • select Setting from the Menu bar, • select Options from the Setting menu, • select the Settings tab of the Display and Settings Windows, Enter the IP address of the host IP LDK and the extension number of the Attendant station associated with ez-Attendant. Select Apply which will save the selection and allow further entries or OK which will save the selection and return to the ez-Attendant main screen. Fig 3.4.2.1 Log On Information in Option Window Notes: • The “Port” entry in the Log On Information section is the fixed UDP port used for communication between ez-Attendant and the IP LDK. • ez-Attendant supports the Hot-Desk feature of the IP LDK. In this case, enter the appropriate Hot Desk extension number for the Attendant No in this section. Then, to logon, the Attendant must enter the associated Hot-Desk password. • Each ez-Attendant in an IP LDK system, maximum five, must have a separate extension number based on the IP LDK Attendant assignments (PGM 164 or 120 of the IP LDK). 3.4.2.2 SMS Information ez-Attendant can send short text messages (48 characters) to other ez-Attendants, ez Phones, LG multi-button display telephones and LG DECT phone displays. In addition, when ez-Attendant has access to a GSM modem, SMS (Short Message Service) to GSM phones can be supported. The GSM modem can be for exclusive use of an ez-Attendant PC or can be shared by multiple 3-15 Sept.-04 ez-Attendant Issue 2.0b ez-Attendants and ez Phones with a GSM modem installed in a ‘Master PC’. The Master will function as the SMS server. The SMS function for GSM access is configured in the SMS Information section of the Setting Window, Figure 3.4.2.2a. The configuration includes selection of the SMS server (Master PC), the IP address of the Master PC (PC with the GSM modem), SMS file path and file extension. To access the SMS Information section; • select Setting from the Menu bar, • select Options from the Setting menu, • select the Settings tab of the Display and Settings Windows, In the SMS Information section, select either the Master or Client PC box as appropriate. For Client PCs, enter the IP address of the Master or SMS server PC. For the Master PC, click on the Configuration button to access the Folder Setting dialog box, Figure 3.4.2.2b and enter the path to the GSM modem “server/out/” files as well as the SMS file extension. Figure 3.4.2.2a SMS Information dialog box Figure 3.4.2.2b Master PC File Share Configuration Dialog Box Notes: • To receive SMS messages the LG DECT phone (Model GDC34X). • The “/Server/Out” path is the path to the GSM modem server/out directory; enter only that portion of the path leading to /server/out. • The “/Server/In” path is the path to the GSM modem /server/in directory; enter only that 3-16 Sept.-04 ez-Attendant • Issue 2.0b portion of the path leading to server/in. The ‘Given ID Code” is used as the SMS file extension and is used by the GSM modem software as a validation of user. 3.4.2.3 System Speed Dial Editor The ez-Attendant user can view and edit the host IP LDK System Speed Dial database. The database is downloaded from the host system to the ez-Attendant on demand and requires several minutes to download. This setting configures the ez Attendant database for the number of records in the host IP LDK. The configuration is set under the System Setting for Speed section of the Settings Window, Figure 3.4.2.3. To access this section; • select Setting from the Menu bar, • select Option from the Setting menu, • select the Settings tab of the Display and Settings Windows, Using the drop down selection menu, select the applicable IP LDK model. Select Apply, which will save the selection and allow further entries, or OK, which will save the selection and return to the ez-Attendant main screen. Figure 3.4.2.3 System setting for Speed Notes: • The model of the host IP LDK can only be changed when no user is logged on to the ezAttendant. 3.4.2.4 Forward Information When required, the Attendant may forward calls to another Attendant or extension in the host system without the need to Log-Off. The extension to receive calls is predefined in ezAttendant. When activated by selecting Forward on the Lower Tool bar, all ez-Attendant calls are forward to the extension assigned in the Forward Information section of the Setting Window, Figure 3.4.2.4. To access this section; • select Setting from the Menu bar, • select Option from the Setting menu, • select the Settings tab from the Display and Settings Windows. Enter the extension number to receive calls forwarded from ez-Attendant in the Forward No 3-17 Sept.-04 ez-Attendant Issue 2.0b box. Select Apply, which will save the selection and allow further entries, or OK, which will save the selection and return to the ez-Attendant main screen. Figure 3.4.2.4 Forward Information Notes: • The ez-Attendant extension must be allowed to activate Call Forward in the host IP LDK system database and is subject to the conditions of the IP LDK. 3.4.2.5 Group Setting Information When groups are defined as departments, the company name can be defined. The company name is defined in the Group Setting Information section of the Setting Window, Figure 3.4.2.5. To access this section; • select Setting from the Menu bar, • select Option from the Setting menu, • select the Settings tab from the Display and Settings Windows • enter the company name in the Company box. Figure 4.3.2.5 Group Setting Information 3.4.3 Station Window Display Groups When the ez-Attendant is assigned to display stations by group name, see section 3.4.1.2, the Station Window will provide tabs at the top of the window for each group from the internal Phone Book. When a tab is selected, the stations assigned to that group are displayed as shown in Figure 3.4.3a. Commonly, the groups are used to identify departments: Sales, Human Resources, Stockroom, etc. Also, when ez-Attendant is used in a networked environment with the DSS/BLF Manager, special groupings are assigned for stations of network nodes. 3-18 Sept.-04 ez-Attendant Issue 2.0b Station Window Group Tabs Figure 3.4.3a Station Window Group Tabs Display Group assignments are made in the Group Setting dialog box, Figure 3.4.3b. To access this dialog box; • select Setting from the Menu bar, • select Group Setting from the Setting menu, to view the dialog box, Figure 3.4.3b. Group Edit Box Member Edit Box Group Window Member Window Figure 3.4.3b Group Setting dialog box Groups are shown in the left window; members (system users) are shown in the right window. In the Group box the Group name can be entered or edited. Group details can be expanded in the Group Window to show group members or hidden, displaying only the group name. In the Member Window, the member names can be searched by entering characters in the Member box. The Member Window can be sorted by the station number or the user name by selecting the appropriate column header (Stn No or Name). 3-19 Sept.-04 ez-Attendant Issue 2.0b To enter or remove a member for a group; • enter the group name in the Group box or select a group in the Group Window, • select a member name in the Member Window, • select to add the selected member to the group or to remove the member. Notes: • When Group Names are added or edited, the change is automatically updated in the internal Phone Book. • There is no limit to the number of groups that can be defined. • When networked, separate Groups are be defined for network stations. A network group may contain stations from any combination of network nodes. • When the Group Setting dialog box is closed, Groups that have no members assigned will be deleted automatically. 3.4.4 Hot-Key Map Configuration The Attendant may use keyboard short-cuts or ‘Hot Keys’ in place of the mouse for many ezAttendant call processing functions. Hot Keys, which involve 2 keys pressed at the same time, are mapped to each feature under the Key Map item of the Setting menu. The default mapping is shown in Table 3.4.4. Feature Answer Call Back Hot Keys Alt + A Alt + B Feature Intrusion Place Call Hot Keys Alt + I ‘Enter’ Camp On Clear Alt + O Alt + X Mute Park Alt + M Alt + P Conference End Alt + C Alt + E Redial Search Alt + R Ctrl + “Enter” Forward Alt + F Ctrl + K Hold Alt + H Display Key Pad Transfer Shift + “Enter” Feature Search Next Search Previous UnPark Unscreened Transfer Call Pick-up Hunt Group Display CO Line display Input Account Code Hot Keys Ctrl + Ctrl + Alt + U Alt + “Enter” Ctrl + P Ctrl + G Alt + S Alt+D Table 3.4.4 Hot Key default Map To access the Hot Key mapping configuration; • • select Setting from the menu bar, select Key Map from the Setting Menu. 3-20 Sept.-04 ez-Attendant Issue 2.0b Notes: • Duplicate Hot Key mapping is not allowed. • The Space bar and the Numeric keys can not be employed in a Hot Key map. 3.4.5 Customize Environment Using the Customize dialog box, Figure 3.4.5, operation of the ez-Attendant may be optimized for the user. There are three categories under the Customize dialog box including settings for Outlook, Search options and enabling call logs and trace records. To access the Customize dialog box; • select Setting from the Menu bar, • select Customize from the Setting menu. Figure 3.4.5 Customize Dialog box In the Outlook Setting section, select Outlook Auto Start to activate Outlook when the ezAttendant starts. Outlook will be started and minimized allowing the ez-Attendant quick access to the Outlook database. Schedule Auto Load will automatically update the ez-Attendant schedule files for other users at increments in the Time box using the path entered in the Path box. The Search Order in the Search Setting section determines the order in which the ez- 3-21 Sept.-04 ez-Attendant Issue 2.0b Attendant will search for a phone number when the ez-Attendant user attempts to place a call from a Phone Book entry. The user may search through the several ez-Attendant databases. The characteristics of the search are defined in Search Option of the Search Setting section. Characters : and Phone number can be set to perform a search for a given text/digit string in the search field from either the beginning of the field or contained anywhere within the field (sub characters). Use the drop down selection menu to select the desired search option. The Log View Setting and Trace Setting enable or disable storing call records and trace records for the ez-Attendant. Select the desired option. 3.4.6 External Call Dial Codes For proper operation of external calls, ez-Attendant must be assigned dial codes for CO Line access, International access, Local country code, etc. These codes are input in the Code Setting dialog box, Figure 3.4.6. To access this dialog box; • select Setting from the Menu bar, • select Code Setting from the Setting menu to view the Code Setting dialog box, • select the appropriate box and enter the local codes. Figure 3.4.6 Code Setting dialog box Notes: • The Prefix code is also called the city or office code. 3-22 Sept.-04 ez-Attendant 3.5 Issue 2.0b ez Attendant PC to Host Connection ez-Attendant is connected to the host IP LDK by way of the LAN (Local Area Network). It is recommended that each ez-Attendant and the IP LDK be connected to a 10/100 Base T Ethernet switch port. The connection should use Category 5 straight through cable terminated in appropriate connectors, typically an RJ-45 connector, wired as shown below. TX+ TXRX+ RX- 12345678 Gateway & Hub UPLINK EIA 568B (MDI) 3-23 Sept.-04 ez-Attendant 4 ez-Attendant Operation 4.1 Operation Overview Issue 2.0b ez-Attendant is a software application designed to visualize attendant call processing and handling for the IP LDK system. The ez-Attendant application resides on the attendant’s desktop and is accessed by the ez-Attendant short-cut icon on the windows desktop. Opening the application, the Attendant logs on, establishing the link to the IP LDK over the LAN. The IP LDK configuration, station status, and other information are downloaded. The ez-Attendant screen provides visual status of registered IP LDK users in the Station Window with the Station Field View showing DSS/Status buttons. These buttons provide more detailed information on the status of users then available from the DSS/BLF buttons and LCD of normal multi-button phones by employing icons to denote status: Forward, DND, etc., combined with station name and number information. The alternative List View includes status icons for all users in a spreadsheet like list which can be viewed, edited, searched and used for placing calls. Incoming calls to ez-Attendant are displayed in the Queue window with Caller ID and queue time. When answered, the call information is shown in the Active Call Window with additional information from comparison to the ez-Attendant Phone Book database. ez-Attendant can run in background, allowing the Attendant to employ other PC applications for word processing, etc. When a call is received while “minimized”, ez-Attendant delivers the call in a pop-up window, the user can answer and activate the ez-Attendant screen by ‘clicking’ the pop-up. Transferring the call can be as simple as ‘clicking’ a button in the Station Window or, entering a station number or name in the search box. Matches to the search entry displays detail from the Internal User Phone Book database and status from the IP LDK in the Information Window. The Schedule Window displays schedule information for the station from a public MS Outlook database and any active Text Message is displayed in the System Text Message Window. Selecting the arrow button places a call to the selected user for transfer. On screen buttons give easy access to commonly needed Attendant features such as Park, Paging, Camp on, Forward, Hold, Conference, etc. ez-Attendant affords access through the IP LDK to send SMS (Short Message Service) messages to other system users with an LCD multibutton phone, LG DECT phone, ez-Phone or ez-Attendant. Incorporating a GSM modem in the PC, ez Attendant can send and receive text messages over GSM mobile networks supporting SMS service. The ez-Attendant user can select recipients from the ez-Attendant databases (Phone Book, Log View or System Speed Dial) or, with the Keypad pop-up window, dial a number for ad-hoc calling. 4-24 Sept.-04 ez-Attendant Issue 2.0b ez-Attendant gives graphical access for Attendant system control functions commonly available through the multi-button phone including: Day/Night ringing activation, Attendant Cancel control, Call Forward, DND and System Text Messaging for other users, Temporary COS (Phone Lock), Date/Time, Wake-Up or Conversation recording, etc. For each control function a dialog box is provided, allowing ez-Attendant user input. In addition, ez-Attendant can share, via the upload/download utility, the IP LDK System Speed Dial database which permits the user to add or modify entries as well as search and place calls from the database. ez-Attendant maintains a database of External contacts which is accessed in the Station Window Phone Book View. Entries in the Phone Book can be added, edited, search and used to place calls. The Phone Book is stored as either an MS Access file and is linked to the user Outlook, Goldmine or ACT! database using the import/export Tool. ez-Attendant monitors and can log all external call activity of the IP LDK as well as internal calls to/from the ez-Attendant. This Log is shown in the Station Window as the Log View in place of the Station Field or Phone Book View. As with other ez-Attendant databases, entries can be searched and used to place calls. These and other operations are detailed in the following paragraphs referencing the ez-Attendant screen as shown in Figure 4.1 below. This figure provides call-outs for each of the ez-Attendant screen windows, tool bars, etc. 4-25 Sept.-04 ez-Attendant Issue 2.0b Group Display Tabs ez-Attendant Menu bar Upper Tool bar Station View Tabs Active Call window Station window Queue Call window Schedule window Search Box SMS & Hunt Group window Information window System Text Message window Lower Tool bar Figure 4.1 ez-Attendant Screen 4.2 Log on Before starting Log on, ez-Attendant must be the active application. To start ez-Attendant ‘double-click’ the ez-Attendant shortcut icon on the Windows desk-top, Figure 4.2a. Figure 4.2a ez-Attendant Shortcut To log on ez-Attendant, with ez-Attendant as the active screen, click the on the right side of the Upper Tool bar of the ez Attendant screen. The log on process can also be started with the Log On selection in the File menu, the Log-on Process Window, Figure 4.2b, will appear. The log on process includes download of various data files and configurations from the IP LDK and will require several minutes. The log on process may require additional time depending on traffic in the IP LDK and the LAN. 4-26 Sept.-04 ez-Attendant Issue 2.0b Once complete, the icon will change to allowing easy log off. Figure 4.2b Log-on Process Window If the log on process is not successful, the LogOn Fail pop-up window, Figure 4.2c will appear with an error message indicating the cause of failure. Refer to Appendix B for error messages. Fig 4.2c LogOn Fail Error Message window When ez-Attendant is used with the IP LDK Hot Desk feature, the user must follow the Hot Desk log on procedure. The Hot Desk Password dialog box, Figure 4.2d, will appear for password entry. When the password is correctly entered, select OK to proceed with the log on process. Fig 4.2d Hot Desk Password dialog box 4-27 Sept.-04 ez-Attendant 4.3 Issue 2.0b Answering Incoming Calls ez-Attendant can answer calls in several ways depending on the state of the ez-Attendant application, active or minimized, and the extension receiving the call, ez-Attendant or another extension in the system. 4.3.1 ez-Attendant Minimized When ez-Attendant receives an incoming call with the application minimized, the Incoming Call Pop-Up Window, Figure 4.3.1, will appear. Selecting this window will answer the call and activate the ez-Attendant screen for further call processing. For further call processing options refer to section 4.4 Attendant Call Processing. Figure 4.3.1 ez-Attendant Incoming Call Pop-Up Window 4.3.2 ez-Attendant Screen Active When ez-Attendant receives a call with the application active, the call information is displayed in the Queue Window. Information provided depends on the Caller Id received with the call and may include the calling party name, number and length of time in queue. 4-28 Sept.-04 ez-Attendant Issue 2.0b Active Call Window Queued Call Window Figure 4.3.2a Incoming Call Queue Window The ez-Attendant user may answer a queued call by selecting the desired call using the mouse or using the Call Answer Hot Keys (default ‘Alt + A’). Using the Hot Keys will answer the queued call shown at the top of the Queue Window. Once answered, information on the call is moved from the Queue Window to the Active Call Window just above the Queue Window, Figure 4.3.2b, and audio is sent to the Attendant’s multibutton phone. In addition to the Caller name, number and call duration, when CLI is provided and the call is from a caller registered in the Phone book, the Company name will be displayed. In addition, for recalls, the Active Call Window will display the origin of the recall. 4-29 Sept.-04 ez-Attendant Issue 2.0b Active Call Window Figure 4.3.2.b Active Call Window Notes: • Up to 20 calls can be queued to an Attendant in the IP LDK. • If the Attendant is using another PC application when a new call arrives, the Incoming Call pop-up window will be displayed and can be used to activate the ez-Attendant and answer the call. Refer to section 4.3.1. • The ez-Attendant user may answer a call in the traditional manner using the multi-button phone associated with ez-Attendant. • When a call is answered by the ez-Attendant, a cursor appears in the Search box of the ezAttendant main screen in preparation for the Call Transfer operation, refer to section 4.4.1. 4.3.3 Call Pick-Up The ez-Attendant user can answer calls ringing at other extensions using Call Pick-Up. Tone ringing intercom calls, incoming CO line calls, recalling CO line calls and transferred CO line calls may be answered using the Pick-Up feature. To answer a call using Pick-Up; • in the Station Window, select the extension button with the incoming call or, • in the Search box, enter the extension number, • press the Pick-Up Hot Keys (default Ctrl + P). Notes: • Call Pick-Up is subject to the conditions of the host IP LDK system. 4-30 Sept.-04 ez-Attendant 4.4 4.4.1 Issue 2.0b Attendant Call Processing Transferring an Active Call ez-Attendant can send an active call to another extension or station group in the host IP LDK system. The transfer operation allows the ez-Attendant user to announce the call to the receiver and await a response. This is known as “Screened Call Transfer”. The Attendant need not announce or await a response, which is known as “Unscreened Call Transfer”. Calls may be Transferred using the Station Window buttons or entering search criteria in the Search entry box. A match to the entry is displayed in the Information Window with user information as shown in Figure 4.4.1. In addition the user’s schedule and text messages are displayed in the appropriate window. This information may be employed by the ez-Attendant user to more efficiently handle the call. ez-Attendant may also access the search function by pressing the “F2” keyboard button which will place the cursor in the search box. If the intended receiver is busy, ez-Attendant may camp the call on the busy user, see 4.4.2 Camp-On, or use Intrusion, see 4.4.3 Intrusion, to announce the call. To transfer an active call; • select the desired station button in the Station Window, • to screen the transfer, await answer and announce call, • select to complete the transfer, Or, using the search function • enter the search criteria, • select the button or enter the search Hot Keys (default Ctrl + “Enter”) to view match information, • to transfer the call, select the button, • to screen the transfer await answer and announce call, • select to complete the transfer. 4-31 Sept.-04 ez-Attendant Issue 2.0b Busy state Icon. Busy state Icon. Figure 4.4.1b Information Window Call Transfer Notes: • The search function will not provide information on the status of a Hunt Group and only unscreened transfers can be made to a Hunt Group. • If multiple matches are found, the number of matches is shown and the user may review each match using the Search Hot Keys (default Ctrl + for Search Previous, and Ctrl + for Search Next). 4.4.2 Camp-on When transferring a call to or calling a busy extension, ez-Attendant can Camp the call on the 4-32 Sept.-04 ez-Attendant Issue 2.0b busy extension sending a call camp-on tone to the user. To Camp-on a call; • receive busy signal on an internal call, • press the button below the Information Window. Notes: • Camp-on is subject to the conditions of the host system. 4.4.3 Intrusion When calling a busy extension, ez-Attendant may Intrude into the extension user’s conversation to announce an important call, etc. Intrusion must be allowed in the host IP LDK system. To Intrude on a conversation; • receive busy on an internal call, • press the button below the Information Window. Notes: • Intrusion is subject to the conditions of the host system. 4.4.4 Call park and retrieve ez-Attendant may place a call into a Park state where the call is on hold and internal users can retrieve the call by dialing the Park Zone or orbit. This feature is often employed by an Attendant to Park a call and then page a user to pick-up the call from the Park Zone. To Park a call; • press the button on the Lower Tool bar. • the call is placed on hold in the next available Park Zone and the Zone number is displayed in the optional Park Window, Figure 4.4.4a. Figure 4.4.4a Park Window display 4-33 Sept.-04 ez-Attendant Issue 2.0b To retrieve a Parked call; • activate the Keypad Window (default Ctrl K), • dial the Park Zone. Or • select the desired Park Zone from the Park Window. Figure 4.4.4b Parked Call Access with Keypad Window Notes: • Call Park is subject to the conditions of the host system. 4.4.5 Paging ez-Attendant can make announcements over the speakers of idle extensions and/or external announcement speakers. Extensions and speakers are arranged in groups called Page Zones. Extensions are arranged in Internal Page Zones, audio speakers are arranged in External Page Zones. In the Paging Window, Figure 4.4.5, ez-Attendant can select an individual zone, groups of zones or all zones to page simultaneously. 4-34 Sept.-04 ez-Attendant Issue 2.0b To place a page announcement; • press the button on the Upper Tool bar, • select the desired zones in the Paging Window, Figure 4.4.5, • make announcement into the Attendant multi-button phone handset, • hang-up. Figure 4.4.5 Page Zone dialog box Notes: • Paging is subject to the conditions of the host system. 4.5 Placing a Call The ez-Attendant user has a number of mechanisms available to place calls. In addition to placing calls in the traditional manner from the Attendant multi-button phone, outgoing calls from ez-Attendant can be placed using any of the Station Window tabs (Station Field, Phone Book and Log View) from the Search box, or from the Keypad Window. 4.5.1 Station Window Station Field To place a call from the Station Field view, merely click on the desired station button or, in the List view, double click on the desired user record. ez-Attendant places the call with the audio to 4-35 Sept.-04 ez-Attendant Issue 2.0b the Attendant multi-button phone. Figure 4.5.1 Station Button and List View display 4.5.2 Station Window Phone Book tab The Phone Book view, Figure 4.5.2, gives different views for each ez-Attendant database (Internal parties, External parties) and System Speed Dial numbers. Each or all ez-Attendant database groups can be displayed and searched for the desired number. To place a call; • select the radio button for the desired view, • search the database using the ‘Enter text here’ cell at the top of each field by entering text or digits, • double click on the field with the desired phone or Speed Dial bin number, company, home, etc., or • double click the user name. ez-Attendant will search the selected record for a phone number based on the search priority set in the Searching Order defined in the Customize dialog box, section 3.4.5. 4-36 Sept.-04 ez-Attendant Issue 2.0b Place calls using these fields Figure 4.5.2 Phone Book Internal and Speed Dial fields 4.5.3 Station Window Log View The Log View selects a log of external calls made or attempted by or to users of the host IP LDK system as well as internal calls from or to the ez-Attendant. ez-Attendant can view, search and select a call to any logged called or calling party. To place a call; • search the database using the ‘Enter text here’ box at the top of each field by entering text or digits, • double click the field with the desired phone number, caller or called. 4-37 Sept.-04 ez-Attendant Issue 2.0b Figure 4.5.3 Log View fields 4.5.4 Keypad Window ez-Attendant can make calls as if dialed from the Attendant’s multi-button phone. To place a call using the Keypad; • press the ‘show Keypad’ Hot keys (default Ctrl K), to view the Keypad Window, Figure 4.5.4 • dial (click or keyboard) the desired number including any Line group access code required, • select or Call to place the call. Figure 4.5.4 Keypad Window Notes: • The conditions associated with placing a call from the Attendant’s multi-button phone apply to calls made from the Keypad Window. • Hunt Groups can not be assigned a station button. Thus, to call a hunt group, the ezAttendant must use the Keypad Window. 4-38 Sept.-04 ez-Attendant • • Issue 2.0b The Keypad Window can be used to call the last ez-Attendant dialed number, ‘Redial’, by selecting the Redial button in the Keypad Window. The Clean button will remove the entire number should an error be made in the dialed number. 4.6 Message Wait/Call Back When calling an extension that is busy, ez-Attendant may request a Call Back. If the extension is idle or in DND, the ez-Attendant can leave a Message Wait indication to the called extension. To activate Message Wait or Callback • call an extension, • if no answer, busy signal or DND signal is received, press the button. If the extension is busy, Call Back is activated. When the called extension returns to idle, the system will notify the ez-Attendant with a Call Back. When ez-Attendant responds to the Call Back, the previously busy station is called. If the called extension is idle but does not answer or is in DND, the host IP LDK will activate Message Waiting. When the called extension responds to the Message Wait indication, a call is placed to the ez-Attendant extension. Notes: • Message Wait/Call Back is subject to the conditions of the host system. 4.7 Lower Tool bar The Lower Tool bar gives the ez-Attendant user convenient access to other call processing features of the host system including Hold, Conference, Call Forward, Mute and End. 4.7.1 Hold Call ez-Attendant can place calls on hold. The call will be placed on the preferred hold mode in the host system database. Held calls are displayed in the Queue Window with the hold Icon, Figure 4.7.1a. After expiration of the Recall timer, the call recalls to ez-Attendant and the Recall Icon is displayed, Figure 4.7.1b. 4-39 Sept.-04 ez-Attendant Issue 2.0b To place a call on hold • select the button on the Lower Tool bar or ‘Hold’ Hot Keys (default Alt + H). Figure 4.7.1a & b Hold and Recall Icons Notes: • Recall timers for Hold are assigned in the host IP LDK system. 4.7.2 Conference The ez-Attendant user can join several parties in a conference call. A maximum of five parties can be joined with the ez-Attendant’s multi-button phone in a conference. To establish a Conference; • place first call, • press the button, the first call is placed on hold, • place second call, • press the button, the second call is placed on hold, • repeat process for additional parties, • press the button, all parties in conference. Notes: • Conference is subject to the conditions of the host system. 4.7.3 Call Forward ez-Attendant can activate Call Forward, forwarding all calls to a pre-defined extension. The extension is assigned under the Setting menu, refer to section 3.4.2.4. To activate Call Forward from ez-Attendant; 4-40 Sept.-04 ez-Attendant Issue 2.0b select the button on the Lower Tool bar to activate ez-Attendant Call Forward Or, • select the on the Upper Tool bar • select the Forward box from the My Status dialog box, Figure 4.7.3, to activate ezAttendant Call Forward. • Figure 4.7.3 My Status dialog box Note: • Call Forward is subject to the conditions of the IP LDK host system. 4.7.4 Mute While on an active call, ez-Attendant can mute the user’s microphone so that the connected party can not hear the user. By activating Mute, all audio transmission from the user’s phone is blocked. To activate Mute; • select the 4.7.5 button on the Lower Tool bar, the ez-Attendant multi-button phone is muted. End ez-Attendant can terminate an active call by selecting the button on the Lower Tool bar. This action will terminate the call as if the handset on the multi-button phone were returned to the cradle. 4.8 Tools Menu The Tools menu allows ez-Attendant easy access to features generally programmable by the Attendant position including: Station Name 4-41 Sept.-04 ez-Attendant Issue 2.0b Date and Time BGM source selection Station COS Temporary COS Pre-selected & Customized Messages. 4.8.1 Station Name Change ez-Attendant can assign or change the name associated with extensions in the host IP LDK system. This name is displayed in the LCD of other extensions when placing or receiving a call from the extension. To assign an extension name; • select Tools from the Menu bar, • select Station Name from the Tools menu to view the Station Name dialog box, Figure 4.8.1, • enter the desired extension number in the Station No box using the keyboard, • enter the name in the Station Name box using the keyboard, • select Apply or OK. Figure 4.8.1 Station Name dialog box Notes: • Only English is supported for the Station Name. • The Station Name may be up to 11 characters. 4.8.2 Date/Time Change If required, ez-Attendant can change the host system date and time in the Date/Time dialog box. To access this dialog box; 4-42 Sept.-04 ez-Attendant • • • • • • Issue 2.0b select Tools from the Menu bar, select Date/Time from the Tools menu to display the Date/Time dialog box, Figure 4.8.2, select the month and date from the Calendar area, select the date display mode (day/month/year or month/day/year) in the Date area, enter the time and time display mode (12 or 24 hour) in the Time area, select OK. Figure 4.8.2 Date/Time dialog box Notes: • The Date/Time assignments are for the host IP LDK system and will not affect the ezAttendant PC. 4.8.3 Text Messaging, Preselected & Custom 4.8.3.1 Activating Text Messages ez-Attendant can activate the host System Text Messages (Preselected or Custom) for other extensions. When activated internal callers to the extension will receive the text message in the LCD of their multi-button phone. Many of the Preselected (Fixed) Messages provide for the entry of additional characters to specify time, date, etc. Text Messaging is activated from the Message Type Window, Figure 4.8.3.1a. To activate Text Messaging; • select Tools from the Menu bar, • select Select Message Type from the Tools menu to view the Message Type Window, Figure 4.8.3.1a, 4-43 Sept.-04 ez-Attendant • • • • Issue 2.0b select the desired message type tab (Preselected or Customized), select the desired text message radio button or Remove Message button, enter the extension range in the Station boxes, select Apply or OK to activate. Figure 4.8.3.1a Message and Type Selection Window When ez-Attendant calls a station with Text Messaging active, the message will display in the System Text Message Window, Figure 4.8.3.1b. 4-44 Sept.-04 ez-Attendant Issue 2.0b Figure 4.8.3.1b System Text Message Window display Notes: • Text messaging is subject to the conditions of the host IP LDK. • Selecting the Remove Button in the Message Type Window will deactivate Text Message forward. 4.8.3.2 Entering/Editing Customize Messages ez-Attendant can access and edit the host IP LDK system’s Customized Message table to enter or edit the Custom Messages. When activated, Custom Messages are sent to the LCD of callers’ multi-button phones, ez Phone user’s screen and the ez-Attendant screen. Custom Messages are edited in the Custom Message Window under the Setting menu. To access the window; • select Setting from the Menu bar, • select Customized Messages from the Setting menu to view the Custom Message Window, Figure 4.8.3.2, • enter message text string using the keyboard, • select OK. Figure 4.8.3.2 Custom Message Window Notes: • Text Messaging is subject to the conditions of the host IP LDK system. 4-45 Sept.-04 ez-Attendant 4.8.4 Issue 2.0b COS 4.8.4.1 Class Of Service Assignment ez-Attendant can access the host IP LDK database to modify the COS (Class of Service) assignments of the system extensions. COS controls the external call dialing privileges for extensions. COS assignments are modified in the Change COS dialog box, Figure 4.8.4.1. To access this dialog box; • select Tools from the Menu bar, • select Attendant from the Tools menu, • select Change COS to view the Change COS dialog box, Figure 4.8.4.1, • enter the desired station range in the Station Range area, • select the desired Day and/or Night COS desired in the COS Setting area, • select Apply or OK to change the COS. Figure 4.8.4.1 Change COS dialog box Notes: • Extensions in the host IP LDK are subject to the COS dialing restrictions assigned. 4.8.4.2 Temporary COS (Phone Lock) Temporary COS is employed to temporarily block non-authorized outgoing external calls. ezAttendant can activate Temporary COS for other extensions which assigns the extension a COS level of 7. This effectively locks the phone by denying the extension the ability to access or dial on an outside CO Line. Temporary COS is activated in the Temporary COS dialog box, Figure 4.8.4.2. To access the Temporary COS dialog box; • select Tools from the Menu bar, • select Attendant from the Tools menu, • select Temporary COS to view the Temporary COS dialog box, Figure 4.8.4.2, • enter the desired station range in the Station Range area, • select COS Down (Class 7) to activate Temporary COS or COS Restore to restore the extension’s normal COS level, 4-46 Sept.-04 ez-Attendant • Issue 2.0b select Apply or OK. Figure 4.8.4.2a Temporary COS dialog box 4.8.5 Attendant Cancel ez-Attendant can ‘cancel’ certain features that may be active at one or more stations. Station features that are deactivated by Attendant Cancel include DND (Do Not Disturb), Call Forward, System Text Messaging and Wake-Up call. Attendant Cancel is located in the Attendant Cancel dialog box, Figure 4.8.5. To access the dialog box; • select Tools from the Menu bar, • select Attendant from the Tools menu, • select Attendant Cancel to view the Attendant Cancel dialog box, Figure 4.8.5, • enter the desired station range in the Station Range area, • select Apply or OK. Fig 4.8.5 Attendant Cancel dialog box Notes: • The Attendant Cancel feature is subject to the conditions of the host IP LDK. 4.8.6 BGM (Background Music) Selection The host IP LDK may provide multiple channels or sources for BGM (Background Music) which is played over the speakers of idle multi-button phones. ez-Attendant may select the source channel for BGM. This selection is made in the ICM BOX BGM Selection dialog box. 4-47 Sept.-04 ez-Attendant Issue 2.0b To access this dialog box; • select Tools from the Menu bar, • select Music Selection from the Tools menu, to view the ICM BOX BGM Selection dialog box, Figure 4.8.6, • select the desired channel from the pull-down selection menu in the Music Channel area, • select OK to change the Music Selection. Figure 4.8.6 ICM BOX BGM Selection dialog box Notes: • Music channels available are dependent on the host IP LDK system and installation. 4.9 4.9.1 Upper Tool bar Functions Wakeup Call Registration/Cancel When the Upper Toolbar is assigned with the Wake Up icon, ‘Wake-up call’ or alarm can be set for an extension that will cause the system to ring the extension at the assigned time of day. The Wake-up can be a one-time event or may be repeated on a daily basis. ez-Attendant can set a Wake-up time for other extensions in the system in the Wake-Up dialog box Figure 4.9.1. To access the Wake-Up dialog box and set a Wake-up time; • select the button from the Upper Tool Bar to view the Wake-Up dialog box, • select the desired user from the Category area, • select the button to select a user, multiple users may be selected or enter a extension number in the Entry box, • enter the desired time in the Time Setting area, • select the appropriate radio button in the Alarm Type area, one-time, continue or remove, • select Apply or OK. 4-48 Sept.-04 ez-Attendant Issue 2.0b Entry area Figure 4.9.1 Wake-Up dialog box Notes: • The maximum number of extensions that can be assigned to receive a Wake-Up signal at one time is based on limits of the host IP LDK. 4.9.2 SMS (Short Message Service) 4.9.2.1 Internal SMS ez-Attendant can send short messages, up to 48 characters to other internal system users equipped with a multi-button phone with display, LG wireless DECT phone (Model GDC34X) or ez-Phone. When sent, the extension is notified of the message and the LCD or ez-Phone screen will display the message. ez-Attendant can also receive short messages from other ezAttendants or ez Phone users. Internal SMS messages are sent or received in the SMS to Keyset Window, Figure 4.9.2.1a. To access this window and send short messages; • select Tools from the Menu, • select SMS from the Tools menu, • select Private SMS from the selection menu to view the SMS to Keyset Window, Figure 4.9.2.1a, • select the radio button for SMS Send Window, • select the desired user from the Category area, • select the button to select a user, multiple users may be selected or enter an extension number in the Entry area box, • • enter the text message string in the Message Text Window, press the Send button. 4-49 Sept.-04 ez-Attendant Issue 2.0b Entry area Figure 4.9.2.1a SMS to Keyset Window Received SMS messages are displayed in the SMS Window of the ez-Attendant main screen and can also be viewed in SMS to Keyset Window. To view the SMS messages from the SMS to Keyset Window; • select the radio button for SMS Receive Window to view received messages, Figure 4.9.2.1b, • use the Navigation buttons to review messages. To delete a received message in the SMS Receive Window; • select the desired message in the Message Text Window • select Delete. 4-50 Sept.-04 ez-Attendant Issue 2.0b Navigation button Fig 4.9.2.1b SMS to Keyset, Receive Message Window Notes: • Internal SMS messages can be up to 48 characters in length. • The ez-Attendant can store up to 30 received messages. Additional ‘received messages’ will automatically delete the oldest stored message. 4.9.2.2 External SMS ez-Attendant will support GSM SMS (Short Message Service) when properly equipped with a GSM modem; refer to section 3.4.2.2 SMS Information. SMS messages can be sent to one or more GSM subscribers simultaneously. An ez-Attendant user can send SMS messages through several means including through the Tools menu, SMS on the Upper Tool bar or directly from the Station Window List Display, Phone Book or Log View. The basic steps are; enter the message, select a mobile subscriber and send the message. Mobile SMS is managed through the Mobile SMS Window, Figure 4.9.2.2. To access the Mobile SMS Window; • select the button on the Upper Tool bar, or select the SMS option from the Tools menu, or ‘right click” the mouse on any Station Window List Display, Phone Book, or Log View entry, • select Mobile SMS from the selection menu to view the Mobile SMS Window, Figure 4.9.2.2, • if not already selected, select the desired user from the Category area, or enter a user name or mobile number in the Entry box, • • select the Insert button, enter the text message string in the Message Text Window, 4-51 Sept.-04 ez-Attendant Issue 2.0b Entry area • press the Send button. Figure 4.9.2.2 Mobile SMS Window Notes: • ez-Attendant must be properly configured and equipped for access to a GSM modem, refer to section 3.4.2.2. 4.9.3 My Status Ring Mode Control ez-Attendant can control the Day/Night Ring mode of the host IP LDK system, placing the system in the Day, Night, Weekend or Auto Ring Selection mode. Ring assignments for the mode selected are then enforced by the system. The Auto Ring Selection mode employs the system clock to shift from Day, Night and Weekend Ring modes based on the schedule assigned in the system database. The Ring mode is controlled by the ez-Attendant in the My Status dialog box, Figure 4.9.3. To access this dialog box; • select the button on the Upper Tool bar to view the My Status dialog box, • select the radio button for the desired Ring mode. 4-52 Sept.-04 ez-Attendant Issue 2.0b Figure 4.9.3 My Status dialog box Notes: • Ring assignments for the Day, Night and Weekend ring modes are made in the host IP LDK system database. • The schedule for the Auto Ring mode is assigned in the host IP LDK system Database. 4.9.4 Send E-mail The ez-Attendant user may send e-mails from the ez-Attendant screen using their normal e-mail client. E-mail recipients can be manually entered or selected from the Station Window List Display or Phone Book entries. After selecting recipients, the user’s normal e-mail client is invoked with the selected addresses entered automatically. The user may then enter the e-mail text and send the mail in the normal manner. Recipients are entered from the E-Mail Window, Figure 4.9.4. To access this window; • select the button from the Upper Tool bar, or select Send Mail from the Setting menu, or right click on any entry in the Station Window List Display or Phone Book with an email address, • select or enter the desired recipients • select Send to activate the e-mail client and proceed as normal for the e-mail client. 4-53 Sept.-04 ez-Attendant Issue 2.0b Figure 4.9.4 E-Mail Window Notes: • The ez-Attendant supports Outlook or Outlook Express as the e-mail client. • To improve execution speed, the e-mail client application should be running but minimized. 4.10 CO Line Display window The ez-Attendant user has access to a CO Line Display pop-up window, Figure 4.10a using Hot Keys (default Alt + S). In this window, ez-Attendant displays the status of all CO lines and permits the user to access a CO Line to answer or place external calls. To access this window and answer or place a call; • enter the “show CO Line” Hot Keys (default Alt + S) • select the desired CO Line to answer the call, for placing a call, the Phone Number dialog box, Figure 4.10b will appear if the CO Line is idle, • enter the phone number, • press “Enter”. The ez-Attendant user can also place CO Lines In or Out-of-Service. When Out-of-Service, the CO line LED will Flash rapidly at the ez-Attendant and Attendant Multi-button phone and the CO Line will appear busy at all other extensions. To place a CO Line In or Out-of-Service; • • place the mouse pointer on the desired CO Line button, Figure 4.10.c, , click the right mouse button, the service state will toggle between In-Service and Out-of- 4-54 Sept.-04 ez-Attendant Issue 2.0b Service. Fig 4.10a CO line Display Window Fig 4.10b CO line Display Window w/Phone Number dialog box Fig 4.10c CO line Display Window/ outgoing disable for a CO line. 4-55 Sept.-04 ez-Attendant Issue 2.0b When an internal user is talking with external party ,ez Attendant user can drop the CO Line. To place a CO Line drop; • place the mouse pointer on the desired CO Line button in used state, Figure 4.10d, • click the right mouse button, the popup menu will be shown. Fig 4.10d CO line Display Window/CO Line drop Notes: • Access to CO Lines is subject to the host IP LDK database. • The Tool Tip window will display when the mouse pointer is moved over a CO Line icon. 4.11 Hunt Group Information Window The ez-Attendant SMS Window is shared with the Hunt Group Information Window. The Hunt Group Information Window, Figure 4.11, shows the Hunt Group Number, number of incoming calls, and the CO Line number. To toggle between the SMS Window and the Hunt Group Information Window; • enter the “show Hunt Group” Hot Keys (default Ctrl + G). 4-56 Sept.-04 ez-Attendant Issue 2.0b Figure 4.11 Hunt Group Information Window] This display shows Hunt Group 620 has one incoming call on CO Line 38 and CLI will be shown when provided. 4.12 Phone book 4.12.1 Phone Book Description The ez-Attendant Phone Book gives the user an extension database, external (customer) database. It also gives access to the host IP LDK System Speed Dial database. The ezAttendant user databases are stored in an *.mdb format. Other database formats (Outlook, Excel, Goldmine and ACT!) are supported via the Import/Export utility. The Phone Book database can be used with a number of other ez-Attendant features, thus an accurate timely database is important for efficiency. Fields in the database include the following: STN (extension number) or blank for an external contact First Name Last Name Company Home (Telephone number) Mobile phone number Job title (Ex: manager, Engineer, etc) Fax number Business telephone number (Office telephone number) Address E-mail address Nick name System Speed Dial bin number from host IP LDK system Department Memo 4-57 Sept.-04 ez-Attendant Issue 2.0b To access the Phone Book Window, Figure 4.12.1; • select the Phone Book tab in the Station Window, • or press “F4”. To search for a Phone Book entry; • enter the search text for the appropriate field in the “Enter text here” cell. To delete entry; • select an entry, • select the button. Figure 4.12.1 Phone Book Window Notes: • The ez-Attendant user may add (register) or edit Phone Book entries, refer to section 4.12.2 • The “All” radio button option in the Phone Book Window applies to the internal and external databases and does not include the host IP LDK System Speed Dial database. 4.12.2 Add/Edit Phone Book Entries 4-58 Sept.-04 ez-Attendant Issue 2.0b The ez-Attendant user can add (register) or edit Phone Book entries with the Register and Edit dialog box, Figure 4.12.2a. To access the Register and Edit dialog box; • select the Register or Edit button from the Phone Book Window, see Figure 4.12.1, to view the Register and Edit dialog box, Figure 4.12.2a, • enter data for the contact, • after completing entry, select Apply to save the data and continue entering data or OK to save the data and return to the ez-Attendant main screen. Figure 4.12.2a Register/Edit Phone Book Entry Window Phone numbers should be entered in the following format; the number should begin with a “+” followed by the country code, the country code should be followed by a space, the area code should be enclosed in parenthesis. To assist the user in proper entry, the Check Phone Number dialog box can be accessed by double clicking on the desired entry box in the Register and Edit dialog box. This will reveal the Check Phone Number dialog box, Figure 4.12.2b. 4-59 Sept.-04 ez-Attendant Issue 2.0b Figure 4.12.2b Check Phone Number dialog box Notes: • For proper interpretation and operation, phone numbers must be entered in the correct format. • The Speed No in the Register and Edit dialog box is the System Speed Dial bin number, if any, associated with the contact. 4.12.3 Phone Book Database Link The Phone Book database employs the Microsoft Access format and an Import/Export facility is provided to employ other formats including Goldmine, ACT!, Outlook and Excel. The database, ATD.mdb, must exist in the ez-Attendant folder along with the ez-Attendant executable file in order to view and modify the contents. The file can be generated under the file menu as follows; • select File from the Main Menu, • select New DB from the File menu to generate a blank Phone Book. The process for importing or exporting the database is dependent on the type of database involved, Outlook, GoldMine or ACT!. Import/Export is accomplished through the Import DB or Export DB items under the File menu. To import a Microsoft Outlook contact database; • select File from the Menu, • select Import DB from the File menu, • select the proper file type from the Import DB menu, one of the windows as in Figure 4.12.3a will appear, • select the desired contact database file from the window, if required change the path to locate the file. 4-60 Sept.-04 ez-Attendant Issue 2.0b Access Database Outlook Database Excel Database GoldMine/ACT! Database Figure 4.12.3a Contact Database window In addition to the contact database, the Outlook Schedule file can be imported manually. Normally, this file is downloaded periodically as described in section 3.4.5. To import the schedule file manually; • select File from the Menu, • select Import DB from the File menu, • select Microsoft Outlook Schedule from the Import DB menu, Outlook Setting window, Figure 4.12.3b, will appear, • select the desired schedule (calendar) file from Outlook Setting Window, if required change the path to locate the file. 4-61 Sept.-04 ez-Attendant Issue 2.0b Figure 4.12.3b Outlook Setting window – calendar Notes: • To use the Import/Export facility, the database can not be in use by another application. Attempts to import or export will return an Operating System error message. • Import or export to a GoldMine or ACT! Database file can only be accomplished if there is no user logged on the ez-Attendant. • The file extension for each file type is: Outlook – not shown GoldMine or ACT! - *.DBF Access - *.mdb Excel - *.xls • When importing a Microsoft Outlook Schedule, only schedules for users registered in the Phone Book will be imported. 4.12.4 System Speed Dial Window ez-Attendant allows the user access to the host IP LDK System Speed Dial database. The user can download the database from the host system, add or modify entries and upload selected entries. In addition the user can search the database and use entries to place calls. To access the System Speed Dial database; in the Phone Book Window, select the Speed radio button to view the Speed Dial database, Figure 4.12.4.2a. 4-62 Sept.-04 ez-Attendant Issue 2.0b Figure 4.12.4.2a Speed Dial Database The database must be downloaded before it can be viewed. To download the System Speed Dial database to the ez-Attendant, select the Download button. The IP LDK will send the System Speed Dial database to the ez-Attendant. The transfer will require several minutes and will be affected by the number of Speed Dials in use, LAN and IP LDK traffic, etc. During the download process ez-Attendant displays the download status and cancel button, Figure 4.12.4.2b. Selecting this button during the download will terminate the download process. Figure 4.12.4.2b Download Status/Cancel button To add or edit an entry; • select the desired entry, • enter data in the Register/Edit area, lower section of the window, • select upload to send the modification to the IP LDK database. To delete a System Speed Dial number; 4-63 Sept.-04 ez-Attendant • • Issue 2.0b select the desired entry, select Delete to delete the record. To search the database; • enter characters/digits in the ”Enter text here” cell, Notes: • IP LDK supports only one download process at a time. A second request will return the “You cannot do up/download now.” error message. • Multiple records can be selected for upload or download using “shift” or “ctrl” buttons. • If the data entered in the System Setting for Speed does not agree with the actual connected IP LDK, upload/download is not allowed. The System Setting for Speed, section 3.4.2.3 must be corrected. This may only be accomplished with the ez-Attendant in the logged off mode. 4.13 Log View ez-Attendant maintains a log of all external call activity from the host IP LDK. The Log View data can be searched, filtered, printed, saved and records deleted. Each Log View record contains the following fields: Status, type of call (incoming/outgoing, internal/external) Caller, caller identification Called, called number Date, date call was made Time, time call was placed Duration, duration of the call in minutes and seconds 00:00 Queue, duration the call rang into the IP LDK system prior to answer/disconnect Caller Name, name of the calling party Called Name, name of the called party DID, for DID calls, the dialed DID number DID Name, name associated with the DID number Ext/Int, External or Internal call Ans/Noans, Answered or not answered The Log view is selected in the Station Window by selecting the Log View tab. 4-64 Sept.-04 ez-Attendant Issue 2.0b Figure 4.13 Log View Station Window To filter the Log View data • to assure accuracy of the database, first select the All Logs button, • enter a FROM and TO date, these are needed for proper search operation, • select filter items from list, enter phone number for Caller/Called number, if selected. To search the Log View; • enter text in the “Enter text here” cell, To place a call using an entry, • Double click on the Caller or Called entry. To delete a Log View record; 4-65 Sept.-04 ez-Attendant • • Issue 2.0b select the desired record, press “Del” button. To print a Log View; • select Print from the Upper Tool bar, Or, • select File on the Menu bar, • select Print from the File menu. Notes: • All external calls placed or received by the system as well as internal calls to or from the ez-Attendant are recorded. • Records in the Log View are stored in the ATD.mdb file. When the records are saved using the Save as function, the records are deleted from the ATD.mdb file and stored as an *.xls file in the file name entered. • Using the File menu for print allows access to the Print Setup menu. • The ez-Attendant log will store up to 10,000 call records; additional records overwrite the oldest records. 4.14 General 4.14.1 Tool Tip Display When the mouse pointer is moved over an Upper or Lower Tool bar Icon, the Tool Tip Window will open indicating the Hot Key combination which will activate the associated feature. Additional information is also provided when the mouse pointer is placed over an extension button in the Station Window, Figure 4.14.1. The information shown includes extension status, Wake-up setting, active Text message, Call forward state, and active call information. Figure 4.14.1 Tool Tip Window Notes: 4-66 Sept.-04 ez-Attendant • Issue 2.0b The Tool Tip Window is only provided with the button icon display views of the Station Window. 4.14.2 Record VMIB ez-Attendant can be used to access the host system VMIB so that the user may record an OGM (Outgoing Message) for the Attendant extension. This message is played to callers who are connected to the VMIB to leave a voice mail message for the Attendant. Once connected to the VMIB, the user employs the Attendant multi-button phone handset to record the greeting (OGM). To record a greeting; • select Setting from the Menu bar, • select Record VMIB from the Setting menu, • with the multi-button phone handset, record the greeting. 4.14.3 Multiple ez-Attendants The IP LDK can support up to 5 ez-Attendants which are assigned in the Attendant Group or ICM Tenant Group programs of the IP LDK, PGMs 164 and 120 respectively. When multiple Attendants are assigned, separate ez-Attendants can be logged on to each Attendant extension assigned in the host database. Notes: • The maximum number of Attendant positions and thus ez-Attendants is 5. 4.14.4 Flexible Button Programming Using the Setting menu, the ez-Attendant user can assign functions to the Flex buttons of multibutton phones connected to the IP LDK system. Flex button assignment is similar to the IP LDK Admin Program 115 and is managed in the Flex Buttons Setting dialog box, Figure 4.14.4 To assign Flex buttons; • select Setting from the Main Menu, • select Flex Buttons Setting from the Setting menu to view the dialog box, Figure 4.14.4a, • enter the desired Station Range, • select Read to download the Flex button data, • select the desired Flex Button, • select Setting to view the Flex Button assignment dialog box, Figure 4.14.4b, • enter the button Type from the drop selection menu, • • enter any required Data required for the button type assigned, select Apply or OK, to store the new data. 4-67 Sept.-04 ez-Attendant Issue 2.0b Figure 4.14.4a Flex Buttons Setting dialog box Figure 4.14.4b Flex Button assignment Notes: • The Flex button data shown in the Flex Buttons Setting dialog box is representative of the lowest station number in the range entered. • The conditions of the IP LDK system apply to Flex Button assignments by the ezAttendant. 4-68 Sept.-04 ez-Attendant Issue 2.0b 4.14.5 Networking & BLF Manager Integration ez-Attendant can operate in a network environment where multiple IP LDK systems are interconnected over an IP network. When the BLF manager is also installed and connected to the LAN with ez-Attendant and the local IP LDK, ez-Attendant can monitor and display the status of stations connected to the remote systems as well as the local IP LDK. In this case, ezAttendant will treat the networked stations registered in the ez-Attendant Phone Book as any other locally connected station. ez-Attendant may also call unregistered networked stations by including “n” as a prefix to the networked station number when using the Search box to place the call. Networked stations may also be assigned to a ‘network group’. A network group is assigned under the Group Setting dialog box with the prefix “N_”, refer to section 3.4.3. For example, a network group would be assigned the group name “N_Labs”, as shown in Figure 4.14.5. Any networked station can then be assigned to the network group including stations from different nodes of the network. Figure 4.14.5 Network station group Notes: • A maximum of 50 stations for each network node can be registered in ez-Attendant. • The BLF manager provides an idle status to ez-Attendant when a registered network station is ringing. • The BLF manager must be operated on a server other than the ez-Attendant PC. 4.15 Alarm information window Alarms from the host IP LDK are sent as a pop-up, Figure 4.15, to ez-Attendant as well as the LCD of the Attendant multi-button phone. The various Alarm messages are given in Appendix C. 4-69 Sept.-04 ez-Attendant Issue 2.0b Figure 4.15 Alarm Information Window When received, the ez-Attendant user may send the Alarm message to another extension or Mobile user as an SMS message. Note: • Alarm messages are subject to the conditions of the host IP LDK system. 4.16 Prepaid call The ez-Attendant incorporates PrePaid calling services, guests can pre-pay for calling services from the guest station. As calls are placed, the guest station account is reduced based on the call costing algorythms of the IP LDK system. At expiration of the account, the station’s external calling capabilities are terminated, COS 7 is applied. If the account expires during a conversation, warning tone is received and the call terminated. The ez-Attendant has control of the guest station account. To open or edit a guest account; • select Tools from the Main Menu, • select Prepaid Call from Tools menu to view dialog box, Figure 4.16, • enter the desired station Range, • select Read to download the guest station account data, • enter/edit the guest station account credit in the PrePaid Money box, • select Apply, to store the new data, or Cancel to exit the account. 4-70 Sept.-04 ez-Attendant Issue 2.0b Figure 4.16 Prepaid Call Window Note: • The Guest Account can have maximum credit to the account of 999999 units based on the IP LDK costing algorythms in “PrePaid Money”. 4.17 Input Account Code While on an outside call, user can enter a series of digits that will be included in SMDR call record. This Account Code, which can be up to 12 digits, can be used to allocate cost or time for the call. To enter an Account Code; • press the ‘Input Account Code’ Hot keys (default ALT D),to view the Input Account Code dialog. Figure 4.17, • enter the Account code (up to 12 digits), • press “Enter” to send the Account Code to the system. Figure 4.17 Account Code Window Note: • The number of maximum digits in an Account Code is 12. 5 Shared MS Outlook Schedules 5.1 General ez-Attendant can display the schedules of registered users maintained in a shared Outlook database. The Outlook database must be located in an Exchange server. The schedule 5-71 Sept.-04 ez-Attendant Issue 2.0b information is shown in the Schedule Window when a user name is input in the Search box on the ez-Attendant main screen and selects the Search icon, Figure 5. Figure 5.1 User Schedule display The shared database can be imported to the ez-Attendant database manually as described in section 4.12.3 or the database may be imported automatically on a periodic basis based on the settings as described in section 3.4.5. In either case, all schedules in the path defined will be imported for all registered users for both attendees and hosts. 5.2 Outlook set-up in Exchange Server To operate properly, users must maintain schedules in a Public folder in an Exchange Server. The following provides one possible scenario for set-up of the Outlook Public folders in the Exchange server. • run MS Outlook program, • create a folder named “Schedulers” to contain appointments, Figure 5.2a and 5.2b, 5-72 Sept.-04 ez-Attendant Issue 2.0b Figure 5.2a Schedulers Folder Figure 5.2b Create New Folder 5-73 Sept.-04 ez-Attendant • Issue 2.0b under the schedulers folder, create folders for each user. After creating folders for each user, the Schedulers folder tree will appear as in Figure 5.2c Figure 5.2c Schedulers Tree 5-74 Sept.-04 ez-Attendant Issue 2.0b Appendix A Local Language, pcatdlls.txt file Below is a view of the text file used for display of menus, tool bars, etc. Using a text editor, a Local Language can be supported. A-1 Sept.-04 ez-Attendant Issue 2.0b Appendix B Log on Error Messages The following messages may appear should the log on process, section 4.2, fail. No Lock key for ez-Attendant. Please Contact to your local dealer! LDK System is initializing. Same attendant number already logged on by another one. ATD port is no more available: There is no available attendant. All attendants are logged on. The number sent is not valid ATD number: Check the PGM 164 "This agent attendant is not logon to dummy station."-> the station to use agent attendant is not logged on. "This dummy station can not be logon to the system." The dummy station number cannot be log on. B-1 Sept.-04 ez-Attendant Issue 2.0b Appendix C Alarm Messages The following messages may appear should an error occur in the host IP LDK system, section 4.15. "Station capacity overflow!!" "CO Line capacity overflow!!" "Hiway / time slot full!!" "DCOB fault at xx slot number" "SMDR full!!" "DVU memory full warning!!" "VM memory full warning!!" "DTMF Receiver time slot full!!" "Unknown Error occured. Please C-1 check system!!" Sept.-04 ez-Attendant Issue 2.0b Appendix D ez-Attendant Icons Station Window Icons: DKTU-Busy (blue) DKTU-Idle (white) SLT-Busy (blue) SLT-Idle (white) WHTU-Busy (blue) WHTU-Idle (white) DND State Forward State Network STN-Busy (blue) Network STN-Idle (white) Network STN-DND Pre-selected Message, (Button Icon only) Queue Window Icons: ICM Incoming (yellow) CO Incoming (green) Attendant Recall (red) Hold Recall (green) Park Recall (orange) Transfer Recall (blue) Park Hold State CO Line Status Icons: Invalid CO line Idle CO line Busy CO line Transfer hold CO line D-1 Sept.-04
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Key Features
- Visualize Attendant call handling
- Enhanced attendant functionality
- Programmable ‘Hot Keys’
- Pop-up Incoming Call window
- Internal/external contact database
- System Speed Dial
- Shared MS Outlook Schedules
- SMS (Short Message Service)
- Wake Up/Recorder Link
- Hot desk function