phone assistant (ver.1.5) kx-ncs1101/kx-ncs1105 kx-ncs1110/kx-ncs1199 kx-ncs1201/kx-ncs9101

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Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101 Panasonic Communications Co., Ltd. Office Network Company

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Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101. Panasonic Communications Co., Ltd. Office Network Company. “. Phone Assistant (Ver.1.5). Phone Assistant Series Product Lineup License Type Comparison Table with PC-Phone/Console Good points of PA - PowerPoint PPT Presentation

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Page 1: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant(Ver.1.5)

KX-NCS1101/KX-NCS1105KX-NCS1110/KX-NCS1199KX-NCS1201/KX-NCS9101

Panasonic Communications Co., Ltd.Office Network Company

Page 2: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

• Phone Assistant Series Product Lineup• License Type• Comparison Table with PC-Phone/Console• Good points of PA• System Configuration • What is Phone Assistant • What is Phone Assistant Status• What is Phone Assistant Manager• PA Connection Diagram• PA Installation and start PA• Phone Assistant IP Softphone Plug-in• How to log in PA Status (Supervisor/Operator)• PA for wireless system (PS) (Ver.1.5)• PA Operator Console (Light) (Ver. 1.5)• Out look Add-in on PA (Ver. 1.5)• E-mail Integration (Ver.1.5) • Chat function over PA (PA Ver. 1.5)• PA Ver.1.5 Improvements• PA and NCV200 Multi Operation (G3 CTIMUX)• Up-grade from old version• Detailed Function of PA and PA Status Pro

“Phone Assistant (Ver.1.5)

Page 3: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

“Phone Assistant Series Product Lineup

Phone Assistant Manager- System Speed Dialing- Extension name - Personal Speed Dialing

(Easy Maintenance by customer)

Phone Assistant Status- Monitor another extension- Barge In/Take Over/Listen In

(Supervisor Function)

Phone Assistant- Making/Answering Call

(Easy Call Handling)

We have three applications

Page 4: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Application ProductLicensed module

PA Pro KX-NCS1101 (PA Pro 1 License)KX-NCS1105 (PA Pro 5 License)KX-NCS1110 (PA Pro 10 License)KX-NCS1199 (PA Pro 128 License)

PA Status Pro KX-NCS1201 (PA Status Pro 1 License)IP Softphone KX-NCS9101 (PA IP Softphone 1 License)

“License Type

For example, for 25 users to use Phone Assistant Pro, the following models would be required:KX-NCS1110 x 2KX-NCS1105 x 1

KX-NCS1101/1105/1110/1199 has the same license of PA Pro, but the number of the license in one package is different.Others KX-NCS1201 and KX-NCS9101 have a different license to activate the different modules of PA.

Page 5: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PAPA + PA Status

PC-PhonePC-Console

Configuration

Interface

Pair Extension

Conversation

3rd Party CSTA linkServer/Client 1st Party CSTA link

USB or LAN PT-USB(need KX-T7601)

DTP/APT(/ SLT) and IP-PTIP-Softphone T7633/36 DPT only

LicenseRegistration

via audio port of PC via Pair DPT

Recording by VM (2way-rec) by local PC

at Server(License is not bound to PC)

at each local PC(License is bound to PC)

Systematic solution Personal solutionType of solution

Comparison Table with PC-Phone/Console

Page 6: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Good points of PA -1Phone Assistant (PA) Productivity software is a solution for the customer who wants to integrate their KXTDA system with their LAN !

If the customer selects the IP-Soft phone, Phone Assistant software creates full integration between the KXTDA and the customer’s PC !!

Ext.201

PAIP Soft phonePA Server

Phone Assistant combined with IP-Soft phone creates an intelligent communication system based on IP technology !!!

PA ClientsLAN

Page 7: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Real CTI (CSTA) Telephony Control PA series software integrates telephony features into the

customers data network.

It is not necessary to use a cabled telephone device (APT, DPT or IP-PT).

The user can use IP Softphone or the plug in software module for the IP Softphone of Phone Assistant right from their own desk top computer!

Good points of PA -2 “

Page 8: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

System Configuration -1PA Server

KX-TDA

LAN

Wired Extension line

IP-PTKX-NT136/265

Plug in IP-Softphone

KX-NSC9101

PA Client

LAN or USB

DPT or APT (or SLT)

PA Client

PA Client

IP-SoftphoneKX-NCS8100

Page 9: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

System Configuration -2PA Server

KX-TDA

LAN

Wired Extension line

IP-PTKX-NT136/265

IP-Soft phoneKX-NCS8100KX-NSC9101

PA Client

LAN or USB

DPT or APT (or SLT)

PA Client

PA Client

Router(NAT Traversal )

PA Client Can Be Implemented as a Remote Office Solution

VPN

Router(NAT Traversal )

Page 10: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA)

Page 11: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA handles the following functions:

- Making Calls/Answering Calls/Transfer callDirect dialing/By Contact list

- Contacts List (Easy Dialing)The user can make a call easily using a customizable contact list

- Call HistoryThe user can view his/her incoming and outgoing call histories on a PC.

- PresenceThe user can see the status or Absent Message of other extensions.

- FWD/DNDThe user can easily change the FWD/DND setting of his/her extension.

- Call Control (easily handle a call)Operation buttons automatically display on a PC.

Phone Assistant (PA) Functions -1

Page 12: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA) Functions -2 “

- IP Camera Integration (Panasonic KX-Series)If a Panasonic IP Camera is available on the network, images or video streaming from the IP camera can be viewed using PA.

- IP Soft phoneIt is possible to use built-in IP Soft phone via an IP-EXT card using PA without KX-NCS8100 (IP Soft phone).

- Microsoft Outlook Integration (Outlook 2003 only)The user can make a call directly from Outlook.

- Voice Processing System Integration (e.g. KX-TVM series)The user can record a conversation to voice mail automatically or manually. If a message is left on a mail box, the message indication will be displayed on PA.

Page 13: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA) Functions -3 “

Direct dialing Contacts ListFWD/DND Status/Setting

Call HistoryIP Camera

ON/OFF-Hook

Navigate to easy handling.

Navigate to how to operate.

Main Menu

Page 14: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA) Functions -4 “

Navigate to how to operate.

Page 15: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA) Functions -5 “

Easy Call handling.

Page 16: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA) Functions -6 “

Personal Contact List

System Extension List

Page 17: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA) Functions -7 “

Page 18: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PBX PA Pro mode

PA Pro Trial mode

PA Express mode

PA Pro mode + PA Express mode

KX-TDA30/50

128

2 5 128 + 5KX-TDA100KX-TDA200 4 10 128 + 10

KX-TDA600 8 20 128 + 20KX-TDE100KX-TDE200 8 10 128 + 10

Phone Assistant User Capability -1

PA Pro mode : Fully licensed with no restrictions.PA Pro Trial mode : No restrictions for 60 days.PA Express mode : Free license with limited functionality.

- Once a license is registered, Pro Trial mode will no longer be available- Express mode will be available for the number of users as described above,

even after a license has been registered. For example, if 40 licenses are registered using KX-TDA100, the first 40 users will log-in to PA with Pro mode automatically, and the 41st and later users will log-in to PA with Express mode.

Page 19: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

For example, in case of KX-TDA30Trial period (60days after installation)

After 60days

User selects to buy the product and to register one license

Registration 1 license

Phone Assistant User Capability -2 “

PA Express mode

PA Express mode

PA Express modePA Pro Trial modePA Pro mode

PA Pro Trial mode

PA Pro Trial mode

User selects to continue to use free version

Page 20: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Express Client

Client-5Client-4 Client-6

PA Pro Client

Client-2Client-1 Client-3 Client-7 Client-8

Phone Assistant User Capability -3 “

- PA Pro license is no longer first come first served. PA clients can now be set as express only users in PA Manager

Page 21: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Pro/PA Pro Trial/PA Express mode Comparison Table

Functions PA Pro/PA Pro Trial mode PA Express mode

Contact List 100 groups and 100 items for each Group

2 groups and 10 items for each group

Outlook Integration( CMR Integration)

Yes Not supported

Call History No limitation Last 10 calls

IP Camera Monitor 4 1

IP Softphone (*) Yes Not supported

Function Preset 20 1

Conference Set up as Initiator Participant only

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

Page 22: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA) Status

Page 23: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

- Extension MonitorDetailed information about extensions can be monitored.

- Making Calls/Answering CallsA supervisor/operator can make/answer a call from PA Status.

- Redirecting incoming calls to other extensionsA supervisor/operator can redirect an incoming call to another extension.

- Call History (Supervisor only)It is possible to view the information on the call activity of other extensions.

- Report (Supervisor only)It is possible to export the call histories of monitored extensions to a CSV.

- Barge In/Take Over (Supervisor only)A supervisor can barge into an ongoing conversation or take over a call.

- Listen In (Supervisor only)A supervisor can listen in on an ongoing conversation.

PA Status Functions (Supervisor/Operator)A supervisor can use all of the PA Status functionsAn operator can use a limited number of PA status functions.

Page 24: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status Functions -1 “

Main MenuOperator Console

Main MenuSupervisor

Page 25: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status Functions -2 “

Page 26: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status Functions -3 “

Call

Listen In

Barge In

Take over

Redirect

Pick-up

Page 27: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status Functions -4 “

Page 28: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status Functions -5 “

Page 29: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status Functions -6 “

Page 30: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PBX PA StatusPro mode

PA StatusExpress mode

PA Status Pro mode + PA Status Express mode

KX-TDA15/30/50KX-TDA100/200 KX-TDA600KX-TDE

8 3 11

PA Status User Capability

PA Status Pro mode Fully licensed with no restrictions.PA Status Express mode Free license with limited functionality.

(There is no trial mode for PA Status.)

Page 31: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status Pro and Express Difference

Functions PA Status Pro PA Status ExpressUser Capability Max. 8 Users Max. 3 Users

Extension Monitor Max. 128 Extensions

Max. 5 Extensions

Call History No Limitation Last 10 Calls

Listen In Yes Not Supported

Page 32: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status Pro/PA Status Express Mode Comparison Table

Supervisor OperatorFunctions Pro Express Pro ExpressExtension Monitor

100 Group & 100 Ext for each Group

5 Extensions 100 Group &100 Ext for each Group

5 Extensions

Making calls Yes Up to 5 users Yes Up to 5 users

Answering calls other extensions

Yes Up to 5 users Yes Up to 5 users

Redirecting calls other extensions

Yes Up to 5 users Yes Up to 5 users

Call History YesNo limitation

Up to 5 usersLast 10 calls x 4 call types

Not supported

Report Yes Up to 5 users

Barge In/Take Over

Yes Up to 5 users

Listen In Yes Not supported

Page 33: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant (PA) Manager

Page 34: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Manager -1 “

Extension Setting Function- Absent Message Setting- Flexible Key- Personal Speed Dial- Extension PIN

The PA Manager has two Functions

PA Maintenance- PA user administration- PT for making call from PS- Dial modification for dial Copy- Remote Alarm Notification - E-mail Seeing

PBX setting - System Date Time - System Absent Message - System Quick Dial - DISA AA Destination Setting - Extension Name/Number - Holiday Table Setting - Time Service Mode

Administrator Function

Page 35: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Manager -2

AdministratorID/PW

Main Menu

Page 36: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Manager -3

ExtensionSetting

- Absent Message Setting- Flexible Key- Personal Speed Dial- Extension PIN

Main Menu

Page 37: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Manager -4

AdministratorFunction

Main Menu

Extension Setting

+

Page 38: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Connection Diagram

Page 39: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Status

PA Server

PA Services

PA Manager

PA

PA

SQL Database

IP-Softphone

KX-NT136/265

APT/DPT PA Server

CTI-Link card IP-EXT card

Port 12300 PA-LinkPort 33333 CTI-Link

Connection Diagram -1

IP-EXT link by multiple ports

PAWeb browser

for programmingPort 8080

PA Client-A

PA Client-B

PA Client-C

Page 40: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PC-2

PA Status

PA Status

PA Server

PA Services

PA Manager

PA

PC-1

Connection Diagram -2

PA

PA Client-C

PA Client-B

PA

Administrator

PA Client-AAdministrator/

Extension Setting

Web browserfor programming

Web browserfor programming

PC-4

PC-3

SQL DatabaseWeb browser

for programming

“We do not need any specific PA Server. A PA Client PC can be used for the PA server.

Administrator

Page 41: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Installation and start PA

Page 42: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

CSTA multiplexer (G3-CTIMUX)

PA Server Setup- PA Server- PA Services- PA Manager- PA Database

PA Client Setup - PA and PA Status- PA IP-Softphone Plug-in Manuals

Quick Reference Manual

Contents of Common CD-ROM (PA Vre.1.5)

Installation “

Page 43: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Installation (System Requirements)PC (PA CTI Services)

Minimum Recommended

CPU 1.0 GHz Intel Pentium/Celeron processor or comparable CPU.

2.0 GHz Intel Pentium/Celeron processor or comparable CPU.

RAM 256M 512M

OS Microsoft Windows ® 2000 Professional, Windows XP ProfessionalWindows Server ® 2003 Standard Edition

HDD 1.5 GB available space 2.0 GB available space

Video Resolution 1024 x 768

Interface For USB connection to PBX:USB 2.0For LAN connection to PBX:100 Base-T

Page 44: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Installation (System Requirements)

PBX Main

Minimum Recommended

CPU 1.0 GHz Intel Pentium/Celeron processor or comparable CPU.

2.0 GHz Intel Pentium/Celeron processor or comparable CPU.

RAM 256M 512M

OS Microsoft Windows ® 2000 Professional, Windows XP Professional

Windows XP Home Edition

HDD 1.5 GB available space 2.0 GB available space

Video Resolution 1024 x 768

Interface 100 Base-T

PC (PA Client)

KX-TDA30 (PSMPR Software File Version 4.0000 or later)KX-TDA100/KX-TDA200 (PMPR Software File Version 3.2000 or later)KX-TDA600 (PLMPR Software File Version 3.1000 or later)KX-TDE100/KX-TDE200 (PMMPR Software File Version 1.0000 or later)

Page 45: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Installation “

PA Server Setup- PA Server- PA Services- PA Manager- PA Database

Start PA client software

Every Client PC

PA Client Setup- PA and PA Status- PA IP-Softphone Plug-in

User setting by PA Manager (Administrator Mode)

License Registration

Server PC

Page 46: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Installation (PA Server/Services/Manager)“

We easily install PA Server/Service/Manager follow with the PA setup wizard.

Page 47: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Installation (License Registration) “

Start PA Server

(Windows icon tray)Right Click License

License Web

Page 48: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Start the Internet Explorer

Input http://PA Server IP address:8080 in the address field.

E.g. http://192.168.1.200:8080

Enter the followings Username Field: administratorPassword: 1234 (Default)

Click

Installation (User Setting) -1

Page 49: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Click

Installation (User Setting) -2

Page 50: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Fill in the following field and click “SAVE”

Installation (User Setting) -3

Page 51: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Installation (PA Client / IP-Softphone) “

We easily install PA Server/Service/Manager follow with the PA setup wizard.

Page 52: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Start PA client software (PA Basic Function)

Click to search the PA Server automatically.

Enter “User name” and “Password” and click “Login”

Start Phone Assistant

Windows Desktop

Page 53: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant IP Softphone Plug-in

(KX-NCS9101)

Page 54: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Install “PA Client ”

IP-Softphone (Same function As NCS8100)

“PA Client ”

Phone Assistant IP Softphone Plug-in -1“

Automatically Installed

The first time Softphone is used, registration to PBX is mandatory.The registration steps are the same steps as the NCS8100.

Page 55: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant IP Softphone Plug-in -2License

PA ServerKX-TDA

Plug in IP-Softphone

LAN or USB

KX-NCS8100

License is in KX-NCS8100

License is in PA Server

Page 56: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant IP Softphone Plug-in -3License Registration

PA ServerKX-TDA

LAN or USB

Page 57: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Phone Assistant IP Softphone Plug-in -4How to start

PA ServerKX-TDA

LAN or USB

Page 58: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA IP Softphone Plug-in can be used with PA Client in Pro Trial mode.In this case, there is no need to register the license for IP Softphone Plug-in.

PA IP Softphone Plug-in can be used with PA Client in Pro mode.In this case, it is necessary to register the corresponding license number for IP Softphone Plug-in.

PA Express mode can not use PA IP Softphone Plug-in.

Phone Assistant IP Softphone Plug-in -5 “

Page 59: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

How to log in PA Status (Supervisor/Operator)

Page 60: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

How to log in PA Status (Supervisor)

Programming by PA Manager

Page 61: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

How to log in PA Status (Operator)

Programming by PA Manager

Page 62: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

How to log in PA Status

PA Main Menu

PA Status Main Menu

New Menu Icon

Page 63: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA for wireless system (PS)

(PA Ver. 1.5)

Page 64: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Target: Control Wireless system (PS) by PA

PA for wireless system (PS) -1 “

Making call by PA

Page 65: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA for wireless system (PS) -2 “

Feature Support

Make Call (Manual Answer) Yes *1 Make Call (Auto Hands-free) No Incoming Call Display Yes Answer Incoming Call No *2 Call Transfer No *2 Set Call Fwd and Absent message Yes

*1) Since PBX does not support CTI control for making call from PS, Dummy PT controlled by CTI calls PS and transfers the call to CO. Call destination is commanded by CTI (PA server). The PT is not used by end user. The PT is booked for this feature only.

*2) Since PBX does not support CTI control for PS during talking and ringing, these features are not supported. But answer or transfer by operation of PS is available.

Features

Page 66: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA for wireless system (PS) -3 “

1- Click telephone number(01-2345-6789) on client PC.

4- Call PS

2- sends telephone number.(01-2345-6789)

3- Make call form 101 to 201

5- Answer

Public Network7- Call 01-2345-6789.

Make Call from PS

D-PTas PS CTI

BOXExt 101

<Condition> - One channel is occupied during “4- Call back” to 7-Call CO. *) After dial all digits, PT is disconnected immediately (Unscreened Transfer)

PS Ext 201

6- Transfer call form 101 to *47+201+PIN+9- 01-2345-6789Call as 201 incl CLIP using Walking Extension feature

PA Client for PS

<New Setting>PT for making call from PS101,102... (Max. 8ch)

PA Server

Page 67: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA for wireless system (PS) -4 “

Incoming call to PS

D-PTas PS CTI

BOXExt 101

PS Ext 201PA Client for PS

PA Server

1- Incoming Call from 01-2345-6789.

2- Inform destination (Ext 201)and tel. no. (01-2345-6789)to server PC. 3- Inform tel. no.

(01-2345-6789)to client PC.

4- Customer data base for01-2345-6789 is displayed automatically.

6- Answer call by PS.

Public Network

5- Incoming call to PS.

(But, cannot Answer call by PA.)

Page 68: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA for wireless system (PS) -5 “

- Call Control Tab is removed for PS since PBX does not support CTI control for PS during talking and ringing.

- “Drop” is disabled (gray display) for PS since PBX does not support CTI control for PS during talking includes “end of call”.

Conditions

Page 69: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA for wireless system (PS) -6 “

PS CTI BOXD-PT Extension No.

*472501234

*47+Ext.No+PIN

Programming

Page 70: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Operator Console (Light)

(PA Ver. 1.5)

Page 71: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Operator Console (Light) -1 “

Main Menu Operator Console

Pick-up

Call

Redirect

Page 72: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Operator Console (Light) -2 “

Monitor (Contact)

History of other extension

Report

Override / Take Over

Listen-in

Make call

Pick up incoming call to other extension

Redirect incoming call to other extension

1 group X 5 users

1 group X 128 users

for 5 users10 calls x 4

types

NoLimit

Yesfor 5 users

Yes

Yesfor 5 users

Yes

N/A Yes

N/A N/A

N/A N/A

N/A N/A

PA StatusExpress

PA StatusPro

SupervisorMode

SupervisorMode

1 group X 5 users

100 groups x 100 users

for 5 users10 calls x 4

types

NoLimit

Yesfor 5 users

Yes

Yesfor 5 users

Yes

N/A Yes

Yesfor 5 users

Yes

Yesfor 5 users

Yes

Yesfor 5 users

Yes

PA StatusExpress

PA StatusPro

SupervisorMode

1 groupX 5 users

100 groupsx 100 users

N/A N/A

N/A N/A

N/A N/A

N/A N/A

Yesfor 5 users

Yes

Yesfor 5 users

Yes

Yesfor 5 users

Yes

PA StatusExpress

PA StatusPro

Operator ConsoleMode

Version 1.1 Version 1.5

*) PA Status “Disable”, “Enable as Supervisor” or “Enable as Operator” is assigned for each user by PA Manager.

Page 73: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Out look Add-in on PA (PA Ver. 1.5)

Page 74: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

When we install the PA client, the outlook Add-in function is automatically implemented onto the Microsoft Outlook.

Outlook Add-in on PA -1 “

Making call by OutlookAnswering call by Outlook

- A PA Pro license is needed.- PA client software should activate.

Target: Making call/Answering call by Outlook

Page 75: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Making callOutlook Add-in on PA -2 “

Yoshida, Y – Business : 0924771234Tanaka, S – Business : 03661110099102204

Direct input

From pull down Menu

Page 76: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Answering callOutlook Add-in on PA -3 “

Click

Page 77: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Outlook Add-in on PA -4 “

For user who wants to use the outlook add-in function mainly, we have some option setting on PA.

New option:PA automatic minimize to system tray after automatic log-in

New feature:PA automatic return to previous status (system tray for example) when end of call, if automatic pop-up feature is used.

Page 78: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

If the Outlook Add-in function is not needed,

Outlook Add-in on PA -5 “

Gray Out

If PA Client software is deactivated

Delete check

Pop-up Function (Condition)Outlook integration works ok for personal outlook address book only. Not for global address book.

Page 79: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

E-mail Integration (PA Ver. 1.5)

E-mail

Non PA ClientPA Client

Page 80: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

E-mail Integration (PA Ver. 1.5) -1 “

Programming by PA Manager

Page 81: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

E-mail Integration (PA Ver. 1.5) -2 “

2- Select the destinationPA client or

Non-PA client

3- Select “Send e-mail”

Pup Up E-mail Application

1- Select Contact

E-mail address is set automatically

Page 82: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

E-mail Integration (PA Ver. 1.5) -3 “

How to integrate PA to the E-mail application

1- Open Internet Properties2- Go to Programs

3- Select your E-mail application

Page 83: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

-SanDear

(PCC)From

092-477-1234

Please call me.

Regards

E-mail Integration (PA Ver. 1.5) -4 “

E-mail Integration optional settings (pre-programmed message)

From Toyota, Dave (PCC)

E-mail Title

Dear Yoshida, Taka –San

Please call me.

Regards Uchida, Katz092-477-1234 104

E-mail Message

Page 84: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Chat function over PA (PA Ver. 1.5)

Text chat

PA ClientPA Client

Page 85: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Chat function over PA -1 “

2- Select the destinationIt should be a PA client

3- Select “Start chat” Chat Screen

Message display area

Text input area

1- Select Contact

Page 86: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Chat function over PA -2 “

Chat Screen Ext.101

Please call me. Chat Screen Ext.102

Takeda. S: Please call me.

The Chat Screen pop up

Page 87: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements

Page 88: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements -1 “

Call Option - Call Extension - Call Phone (Mobile) - Call Phone (Home) - E-mail - Start Chat

- Call Extension- Call Phone (Mobile)- Call Phone (Home)- E-mail

PA Manager setting

Page 89: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements -2 “

When called party is busy or no answer,PA - Active Call Window supports following options. - Open E-mail software (E-mail address is set automatically.) - Start chat - Call VM (No need wait Fwd No Answer Timer) - Set call back busy - Set call waiting tone - Leave message waiting

Page 90: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements -3 “

Fwd set from Fwd display on main panel and save to Fwd preset.

Page 91: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements -4 “

VM access from MSW button even if no MSW

Page 92: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements -5 “

Automatic History data receive when History tab is opened

Page 93: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements -6 “

Automatic user profile setup (like automatic mailbox setup of VM)

Page 94: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements -6 “

Automatic user profile setup

Extension Name is loaded from the PBX.

Page 95: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA Ver.1.5 Improvements -6 “

Automatic user profile setup

Extension Name is automatically programmed.

Page 96: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA and NCV200 Multi Operation

(G3 CTIMUX)

Page 97: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

PA and NCV200 Multi Operation -1 “

PCC provides the CSTA multiplexer (G3-CTIMUX) software, allows us to use PA and NCV200 on the TDA at the same time.

PA ClientG3-CTIMUXTDA

NCV200

PA ServerPA Client

PA and NCV200 Client

NCV200 Client

System diagram

Port 10001 NCV-Link

Port 33333 CTI-Link

Port 33334 CTI-Link

Port 12300 PA-Link

Page 98: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

One PC

PA and NCV200 Multi Operation -2 “

PA ClientG3-CTIMUXTDA

NCV200

PA ServerPA Client

PA and NCV200 Client

NCV200 Client

System diagram (it is also possible)

Port 10001 NCV-Link

Port 33333 CTI-Link

Port 33334 CTI-Link

Port 12300 PA-Link

Page 99: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Operating SystemsCTIMUX runs on the following Operating Systems:Windows 2000 Server and ProfessionalWindows 2003 ServerWindows XP Professional SP1 & SP2Linux OS is not supported at this time.

Hardware minimum requirementsCPU Celeron at 1 GHz RAM 512 MB HDD 50 MB free disk spaceVIDEO 1024x768LAN 10BaseT or higher

G3-CTIMUX Installation (System Requirements)

Note:The G3-CTIMUX supports only PA and NCV connection.Function/Operation of another TDA CTI application through the G3-CTIMUX is not guaranteed.

Page 100: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

G3-CTIMUX Installation (Install Step)

ClickWindows Desktop

Windows icon tray

Install finish

Page 101: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

G3-CTIMUX Installation (Setting)

Click

Fill in the PBX IP address and NCV IP address

Page 102: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

G3-CTIMUX Installation (PA Server Setting)

Fill in the PA server IP address (instead of the PBX IP address) and change the Port to 33334

Page 103: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

“G3-CTIMUX Installation (NCV Setting)

Fill in the G3 CTIMUX server IP address (instead of the PBX IP address) and change the Port to 33334.

Page 104: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Up-grade from old version

Page 105: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

“Up-grade from old version

PA 1.5 Server Setup- PA Server- PA Services- PA Manager- PA Database

Start PA client software

Every Client PC with old version

PA 1.5 Client Setup- PA and PA Status- PA IP-Softphone Plug-in

Just Overwrite

Server PC with old version

License Registration

Just Overwrite

Please up-grade the Server and all Client software to Ver.1.5 at the same time.

Original Licenses will be maintained.

Page 106: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Detailed Function of PA

Page 107: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Function of PA Pro (1/3) “

YesYes- Do Not Disturb Set/CancelYesYes- Forwarding Set/Cancel

FWD/DND ControlYesYes- Recording a Conversation (using VM)X (participate)X (coordinate)- Conference CallYesYes- Rejecting CallsYesYes- Holding Calls or Retrieving Held CallsYesYes- Transferring CallsYesYes- Terminating CallsYesYes- Answering CallsYesYes- Making Calls

Call ControlYesYes- Function Preset List ButtonYesYes- Hang Up ButtonYesYes- Answer or Dial Button

Basic ButtonsYesYes- Message Waiting (from other Ext/VM)YesYes- Absent Message

Active Call Information

ExpressPro

Page 108: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Function of PA Pro (2/3) “

YesYes- Call History Search- Display of Call Information Yes (10)Yes (No-limit)History

XX- Door phone and IP Camera IntegrationYes (1)Yes (4)- IP Camera monitor

IP CameraYesYes- Supervisor (shortcut to PA Status)YesYes- Picking Up Another Extension's CallYesYesRenaming Outlook ContactsYesYesDeleting Outlook Contacts

Importing/Editing Outlook Contacts YesYes- CRM Integration

Yes (2)Yes (100)- Contact List GroupYes (10)Yes (100)- Contact List

Phone Directory (System Speed Dialing in the PBX) YesYesPhone Extensions (all the extension numbers in the PBX)

YesYes - Contacts Directory List (CDL)Contacts

ExpressPro

YesYes

YesYes

Page 109: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Function of PA Pro (3/3) “

YesPhone Assistant Softphone Plug-in

- VM Recording YesYes - Visualisation

YesYes - SoundsYesYes - Key Mappings

- Logon and Security YesYes- Additional Info

YesYes - Personal InformationProfile Options

ExpressPro

YesYes

YesYes

Page 110: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Function of PA Status Pro “

Yes (10)Yes (No limit)- CSV Output

Option SettingsYesYes Select

Yes (5)Yes (128) - Extension Status Monitor

YesYes

Monitor- Listen In Button YesYes- Take Over Button

YesYes- Barge In ButtonOperation Buttons

ExpressPro

YesYes

- Key Mappings

- Display of Call Information Yes (10)Yes (No limit) History

Yes (10)Yes (No limit)- Call History Search

- Overall Status Reporting Yes (10)Yes (No limit) Report

YesYes - Extension Reporting

Page 111: Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101

Thank you very much !