Lucent Technologies Comcode 108239393 - Manuals

Figures vii 2 Installing and ConfiguringTelephony Manager 2-1 2-1. PassageWay Adapter Installed with a Local Power Supply 2-21 2-2. PassageWay Adapter Installed with Telephone Closet Power 2-22 2-3. Find PassageWay Phone Dialog Box 2-27 2-4. Sample PassageWay Configurator - COM Port Dialog Box 2-29 ...

Introduction 1 1-1 What is PassageWay TelephonyManager? PassageWay ® Telephony Manager is a set of computer telephony integration (CTI) applications enabling you to control telephone calls (bothincoming and outgoing) directly from your IBM ® -compatible personal computer (PC). These applications run...

Introduction 1-2  take notes during calls  place calls on hold  hang up calls  transfer calls  set up and manage conference calls  program speed dial buttons  program and invoke system feature buttons „ Phonebook Phonebook is a card file application that enables you to maintainnames, addresse...

Introduction 1-3 „ Script Editor Script Editor is an application that enables you to automate routinetasks by recording scripts that you can run with Telephony Manager.Scripts are user-defined tasks (such as, running a program, redirectinga call, or performing a set of actions). For example, using S...

Introduction 1-5 About This Guide „ Chapter 1 - Introduction This chapter describes the structure and content of this guide. Thischapter also provides a brief introduction to Telephony Manager. „ Chapter 2 - Installing and Configuring Telephony Manager This chapter describes how to install and confi...

Introduction 1-6 User Responsibilities Before using the PassageWay Telephony Manager applications, you shouldbe familiar with basic Windows functions and procedures. If not, consult yourMicrosoft Windows User's Guide. You also may need to contact your PC vendor for information on configuringyour PC ...

Introduction 1-7 Conventions Used in This Guide The following conventions are used in this guide: „ Commands and text you should enter appear in this style of type . „ Values, instructions, and prompts that appear on the screen are in this style of type . „ Components of dialog boxes (such as boxes)...

Introduction 1-8 Getting Help If you have questions about or problems with PassageWay TelephonyManager applications that this guide or the online help does not resolve, callthe Lucent Technologies National Customer Care Center at 1 800 242-2121 or your local Authorized Dealer.

Contents 2-ii „ Installing the PassageWay Service ProviderSoftware 2-24 Configuring 7400 Series, 8400 Series, and Callmaster Telephones 2-32 Configuring 6400 Series Telephones 2-50 Installing the Telephony Manager Software 2-66 Starting Telephony Manager 2-70 Configuring the Dialing Information 2-74...

Installing and ConfiguringTelephony Manager 2 2-1 Overview This chapter provides the procedures for installing and configuringPassageWay Telephony Manager and the PassageWay Service Provider. The information you must follow in this chapter depends on whether you havean earlier version of Telephony M...

Installing and Configuring TelephonyManager 2-12 Before You Begin This section describes the information that is required to install and configurethe PassageWay Service Provider. If your company has a DEFINITY G3 V5 or later system, you can downloadthe configuration information for your telephone fr...

Installing and Configuring TelephonyManager 2-15 „ the number of the COM port (for example, COM1, COM2, COM3,COM4, etc.) to which you are connecting the serial cable from the 8411telephone or the Callmaster VI telephone, or the PassageWay adapterfor all other telephones. (PassageWay supports up to C...

Installing and Configuring TelephonyManager 2-16 Connecting Your 8411 Telephone to Your PC This section describes how to connect an 8411 telephone to your PC. Onlyperform the steps in this section if you have an 8411 telephone. Otherwise,see “Connecting Your Callmaster VI Telephone to Your PC” or “I...

Installing and Configuring TelephonyManager 2-18 Installing the PassageWay Adapter This section describes how to connect the PassageWay adapter to your PCand your telephone. Only perform the steps in this section if yourPassageWay adapter is not installed already or if you do not have an 8411telepho...

Installing and Configuring TelephonyManager 2-21 Wall Step 8 Step 9 Step 5 Step 12 Step 11 Step 6 Step 4 Step Phone Line 3 9-pin to 9-pin cord or 9-pin to 25-pincord from adapter to PC serial port(COM 1, 2, 3, etc.) Figure 2-1. PassageWay Adapter Installed with a Local Power Supply

Installing and Configuring TelephonyManager 2-27 15. Choose the Finish button. The PassageWay Configurator is launched, and it displays the FindPassageWay Phone dialog box. Figure 2-3. Find PassageWay Phone Dialog Box The PassageWay Configurator is a software application that enablesyou to set up th...

Installing and Configuring TelephonyManager 2-29 If the PassageWay Configurator did not find the COM port to whichyour telephone or PassageWay adapter is connected, thePassageWay Link Not Found message box appears. Choose the OKbutton. The PassageWay Configurator - COM Port dialog boxappears, and no...

Installing and Configuring TelephonyManager 2-32 Configuring 7400 Series, 8400 Series, andCallmaster Telephones If you are using a 7400 Series, 8400 Series, or Callmaster telephone, performthe following steps to configure your telephone: 1. From the Telephone Models dialog box, select the telephone ...

Installing and Configuring TelephonyManager 2-34 3. When you are finished, choose the Continue button. The Phone Line Information dialog box appears. Figure 2-7. Sample Phone Line Information Dialog Box

Installing and Configuring TelephonyManager 2-36 If you do not use the Auto Config button, you will use the Phone Linedialog box to specify the location and type for each call appearanceon your telephone. You can specify the following types of callappearances:  Primary Line, which is the extension ...

Installing and Configuring TelephonyManager 2-39 If you select one of the other options, another dialog box appears.You must enter the appropriate information in that dialog box, andthen choose the OK button in that dialog box. 7. Repeat Steps 5 and 6 for any other call appearances on your telephone...

Installing and Configuring TelephonyManager 2-40 If you are using a 7400 Series, 8400 Series, or Callmaster telephoneother than a Callmaster VI, the Feature Buttons dialog box appears. Figure 2-8. Sample Feature Buttons Dialog Box NOTE: The Feature Buttons dialog box only shows the buttons on yourte...

Installing and Configuring TelephonyManager 2-43  Release  Send All Calls  Speed Call Button  Speed Call Program  Cancel 10. Choose the appropriate feature for the selected button. The label for the selected feature appears on the button. 11. Repeat Steps 9 and 10 for any other buttons. 12. Whe...

Installing and Configuring TelephonyManager 2-48 The View README File dialog box appears. If you want to view theReadme file now, make sure the check box is selected. (This checkbox is selected by default.) If you do not want to view the Readme filenow, make sure the check box is not selected. 23. C...

Installing and Configuring TelephonyManager 2-49 If you need to modify any of the information for your telephone (for example,lines or features are added to or removed from your telephone), run thePassageWay Configurator. The PassageWay Configurator is located in theapplication folder that contains ...

Installing and Configuring TelephonyManager 2-50 Configuring 6400 Series Telephones If you are using a 6400 Series telephone, perform the following steps toconfigure your telephone: 1. From the Telephone Models dialog box, select the telephone you are using, and then choose the Continue button. Depe...

Installing and Configuring TelephonyManager 2-52  If you selected a 6400 Series telephone other than a 6402, 6408, or 6408+ telephone, the Phone Line Information dialog box appears. Figure 2-11. Sample Phone Line Information Dialog Box for a 6408D Telephone This dialog box presents a representation...

Installing and Configuring TelephonyManager 2-55 b. Choose Next . The Next label appears on the button you selected. c. Choose the Auto Config button. The PASTE Requirements dialog box appears, stating therequirements for using this feature. If your system meets therequirements, proceed to Step d. O...

Installing and Configuring TelephonyManager 2-57 6. When you are finished, choose the Continue button. The Feature Buttons dialog box appears. Figure 2-12. Sample Feature Buttons Dialog Box NOTE: The Feature Buttons dialog box only shows the buttons on yourtelephone to which features can be programm...

Installing and Configuring TelephonyManager 2-60  Speed Call Program  Cancel 8. Choose the appropriate feature for the selected button. The label for the selected feature appears on the button. 9. Repeat Steps 7 and 8 for any other buttons. 10. When you are finished, choose the Continue button. Th...

Installing and Configuring TelephonyManager 2-69 20. When you are finished reading the Readme file, select Exit from the File menu to close the Notepad window. NOTE: If you have any other Notepad windows open, you must closeall of them now. The installation will not continue until allNotepad windows...

Installing and Configuring TelephonyManager 2-70 Starting Telephony Manager If you did not have a previous version of Telephony Manager installed, the firsttime you start Telephony Manager you are prompted to configure thefollowing settings: „ the number of primary call appearances on your telephone...

Installing and Configuring TelephonyManager 2-71 To start Telephony Manager: 1. Select the Start button. The Start menu appears. 2. Select Programs . 3. Select the application folder that contains PassageWay Telephony Manager. (The default application folder is PassageWay Telephony Manager .) 4. Sel...

Installing and Configuring TelephonyManager 2-73 8. Choose the OK button. If only one telephony provider is installed on your PC (that is, eitherthe PassageWay Service Provider or the Unimodem ServiceProvider), the Telephony Manager window appears. Proceed to“Configuring the Dialing Information,” la...

Installing and Configuring TelephonyManager 2-74 Configuring the DialingInformation This section describes how to configure the following dialing information: „ the digit(s) you must dial before you can make a local call (that is, anexternal call) „ the digit(s) you must dial before you can make a l...

Installing and Configuring TelephonyManager 2-75 Figure 2-15. Sample Telephony Properties Dialog Box

Installing and Configuring TelephonyManager 2-78 Configuring Telephony Managerand Phonebook Options This section describes how to configure the following: „ how you want Telephony Manager and Phonebook to operate whenyou receive and answer calls. „ whether you want Telephony Manager to match the cal...

Installing and Configuring TelephonyManager 2-79 To configure the Phonebook options: 1. From the Options menu in the Telephony Manager window, choose Preferences . The Preferences dialog box appears. Figure 2-17. Preferences Dialog Box 2. In the Application Pop Options area, select the Show Telephon...

Installing and Configuring TelephonyManager 2-82 You have finished configuring Telephony Manager and Phonebook. Refer toChapter 3 to start the Telephony Manager applications. If you needinformation about features and procedures for Telephony Manager,Phonebook, Log Manager, Anywhere Dialer, Auto-Task...

Installing and Configuring TelephonyManager 2-83 Removing the PassageWay ServiceProvider Use the following procedure to remove the PassageWay Service Provider. To remove the PassageWay Service Provider from your PC: 1. Close all PassageWay applications and telephony applications. 2. Select the Start...

Installing and Configuring TelephonyManager 2-84 Removing Telephony Manager Use the following procedure to remove Telephony Manager. To remove Telephony Manager from your PC: 1. Close all PassageWay applications and telephony applications. 2. Select the Start button. The Start menu appears. 3. Selec...

Using the TelephonyManager Applications 3 3-1 Overview This chapter provides an overview of each Telephony Manager applicationand describes how to start each application. Refer to the online help for eachapplication for the specific tasks you can perform with the application.

Using the Telephony Manager Applications 3-2 Using Telephony Manager Telephony Manager is a software application that enables you to controltelephone calls (both incoming and outgoing) directly from your IBM-compatible PC. From the Telephony Manager window, you can: „ make calls „ answer calls „ vie...

Using the Telephony Manager Applications 3-4 Using Phonebook Phonebook is a card file application that serves as your phone book in whichyou store names, addresses, and phone numbers. By clicking the mouse, youcan place calls directly from Phonebook. To understand how Phonebook operates, it is helpf...

Using the Telephony Manager Applications 3-5 Unlike a card file, Phonebook enables you to perform the following tasksquickly and easily: „ place calls directly from a card „ modify the card field labels for all the cards in all of the Phonebookdirectories „ include notes for each card You can conver...

Using the Telephony Manager Applications 3-6 Using Log Manager Log Manager is an application that stores information on incoming andoutgoing calls by automatically generating a call record. The informationstored includes the date, time and duration of the call, the number dialed orthe number receive...

Using the Telephony Manager Applications 3-7 Starting Log Manager To start Log Manager: 1. Select the Start button. The Start menu appears. 2. Select Programs . 3. Select the application folder that contains PassageWay Log Manager. (The default application folder is PassageWay Telephony Manager .) 4...

Using the Telephony Manager Applications 3-8 Using Anywhere Dialer Anywhere Dialer is an application that enables you to dial telephone numbersfrom any Windows application via Telephony Manager. Starting Anywhere Dialer If you specified that you wanted Anywhere Dialer to be added to your Startupfold...

Using the Telephony Manager Applications 3-9 4. Select PassageWay Anywhere Dialer . The Anywhere Dialer icon appears in the system tray on the WindowsTaskbar. Making Calls with Anywhere Dialer To make a call with Anywhere Dialer: 1. Make sure Anywhere Dialer is running. 2. Open the application that ...

Using the Telephony Manager Applications 3-11 Using Script Editor Script Editor is an application that enables you to automate routine tasks bycreating scripts that you can run with Telephony Manager. For example, usingScript Editor, you can program automatic “screen pops,” where yourdatabase applic...

Using the Telephony Manager Applications 3-12 Once you enter the keystrokes and commands to perform the actionsdescribed above, you can incorporate this script into an auto-task in the Auto-Task Manager, enabling you to have Telephony Manager execute this scriptwhen a call rings at your telephone or...

Using the Telephony Manager Applications 3-13 Using Auto-Task Manager Auto-Task Manager is an application that enables you to specify criteria (forexample, incoming call or outgoing call, calling party number, calling partyname, called party number, called party name, or call prompting digits) thatw...

Using the Telephony Manager Applications 3-14 Starting Auto-Task Manager To start Auto-Task Manager: 1. Select the Start button. The Start menu appears. 2. Select Programs . 3. Select the application folder that contains PassageWay Auto-Task. (The default application folder is PassageWay Telephony M...

Troubleshooting 4 Contents 4-i Overview 4-1 Troubleshooting Telephony Manager 4-2 General Troubleshooting for the PassageWay Service Provider 4-13 PassageWay Adapter LEDs 4-21 Troubleshooting Connect 4-23

Troubleshooting 4 4-1 Overview This chapter provides information that can assist you in solving problems youmight encounter when you install, start, and use the Telephony Managerapplications. This chapter is divided into the following sections: „ Troubleshooting Telephony Manager „ General Troublesh...

Troubleshooting 4-2 Troubleshooting TelephonyManager This section presents some common problems that you might encounter whileusing Telephony Manager. Problem 1: No API is available after installation. If Telephony Manager shows the error "No API available" immediately afterinstallation, try...

Troubleshooting 4-3 Problem 3: When you start Telephony Manager, a message box appearsdisplaying the message: There are no telephony service providers available on your computer. A service provideris required for your computer to communicate with yourtelephone or modem. Please install and configure ...

Troubleshooting 4-4 If the service provider that Telephony Manager was using is not installed (thatis, you uninstalled the service provider), perform the following steps: 1. Choose the OK button to close the message box. 2. Reinstall the service provider. 3. Restart Telephony Manager. 4. Select the ...

Troubleshooting 4-5 Problem 8: Telephony Manager starts successfully, but the followingmessage is displayed in the Call Status area at the bottom of theTelephony Manager window: Telephony is not available. If you are using the PassageWay Service Provider, there may be a problemwith your telephone, t...

Troubleshooting 4-6 Problem 10: The Mute and Volume Control buttons are disabled. The Mute button and Volume Control buttons only work with 8411 telephonesand Callmaster VI telephones. However, the Mute button will not work with an8411 telephone if an external speaker is installed. Problem 11: Durin...

Troubleshooting 4-7 Problem 13: The Drop Last button does not function properly in theConference Manager. If you use the Conference Manager, it is possible that you may encounter aproblem using the Drop Last feature in the Conference Manager window. After a conference is established and parties drop...

Troubleshooting 4-10 4. Choose Call Pickup . The Call Pickup label appears on the button. 5. Choose the Continue button. The Feature Access Codes dialog box appears. 6. Choose the Continue button. The PassageWay Configurator - Complete message box appears. 7. Choose the OK button. 8. Restart Telepho...

Troubleshooting 4-11 Problem 26: When you start Phonebook or Log Manager, you receive thefollowing message: Run-Time Error 7 - Out of Memory . If you are using Windows 95, there is either not enough memory or notenough hard disk space available to start Phonebook or Log Manager. Closesome other appl...

Troubleshooting 4-13 General Troubleshooting for thePassageWay Service Provider This section presents some common problems you might encounter whileusing TAPI applications such as Telephony Manager with the PassageWayService Provider. For each problem, a strategy is presented that you canfollow to i...

Troubleshooting 4-15 „ If you have an 8400 Series telephone (with display), press thefollowing buttons on your telephone dialpad: SHIFT MUTE # #. The bottom, left-corner of the telephone's display will showeither LINK:2W or LINK:4W . LINK:2W indicates that you have a 2-wire telephone, while LINK:4W ...

Troubleshooting 4-16 If the PassageWay Link Test fails, note the error number and refer tothe next section, "Troubleshooting Connect." If all tests pass successfully, run the TAPI-compliant application. 3. Verify that you have an up-to-date version of the PassageWay firmware in your 8411 tel...

Troubleshooting 4-21 PassageWay Adapter LEDs This section describes the error conditions represented by the LEDs on top ofthe PassageWay adapter. Problem 1: All LEDs are "off." This indicates that your PassageWay adapter is not receiving power. Yourtelephone system wiring may not support the...

Troubleshooting 4-23 Troubleshooting Connect This section presents some common problems that you might encounter whileusing Connect. For each problem, a strategy is presented that you can followto isolate and solve your problem. NOTE: Connect is only present with Windows 95. Connect is not present w...

Troubleshooting 4-30 Problem 4: Connect occasionally displays its initialization window whileone or more PassageWay applications are running. Connect displays its initialization window whenever it establishes (or re-establishes) communication with the telephone. Generally, this window isdisplayed on...

PC Serial Ports A-2 Background Serial ports (also sometimes referred to as communications ports or COMports) are hardware interfaces that permit your PC's microprocessor tocommunicate with peripheral devices using a communications standardcalled RS-232 (hence, serial ports are also sometimes referre...

PC Serial Ports A-3 The microprocessor/serial port communication consists of two aspects: anI/O port address and an interrupt request signal (IRQ). The I/O port addressrepresents a small region of the microprocessor's input/output memory spacethat is used to pass data back and forth to the serial po...

PC Serial Ports A-6 Serial Ports Under Windows Unlike the DOS-only world of yesterday, today's multitasking environmentslike Windows permit the microprocessor to communicate with up to four activeserial port devices at the same time (COM1 through COM4). For example,under Windows, if you are using a ...

Changing the Settings for the8411 Telephone B B-1 Overview Using the SHIFT and MUTE buttons on your 8411 telephone, you can changeor view the following settings: „ Enable or disable the speakerphone (the default is 2-wayspeakerphone enabled) 2-digit code: 77 or SP Setting: 1 - Enable 2-way speakerph...

Changing the Settings for the 8411 Telephone B-5 Programming Procedure This section describes how to change or view the setting for your 8411telephone. NOTE: You can view the settings for your telephone only if you have an 8411Dtelephone. To change or view the settings for your 8411 telephone: NOTE:...

PassageWay Service ProviderPlanning Form C C-1 Overview This appendix provides a planning form to help you configure thePassageWay Service Provider. On this form, record the following information: „ the type of telephone you have „ the feature access codes for your DEFINITY system. Consult yourDEFIN...