Siemens HiPath SimplyPhone for Outlook/Lotus Notes V4.0 - Manuals
Siemens HiPath SimplyPhone for Outlook/Lotus Notes V4.0 – Installation Manual in PDF format online.
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Installation Manual Siemens HiPath SimplyPhone for Outlook/Lotus Notes V4.0
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spadIVZ.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 0-1 For internal distribution only Contents Contents 0 1 Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 1.1 Fu...
copyright.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 0-5 Copyright and Trademarks Copyright and Trademarks 0 No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, mechanical, electro...
spadC01.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 1-1 Preface Functional overview 1 Preface This chapter provides information on the following topics: ● Functional overview ● Program documentation ● Fonts and symbols used 1.1 Functional overview Sim...
Preface A31003-X7140-A100-3-76A9, 02-2006 1-2 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC01.fm Program documentation 1.2 Program documentation The documentation for SimplyPhone for Outlook is available in different formats on the product CD. Information on the mail client Microsof...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-1 Installing SimplyPhone for Outlook 2 Installing SimplyPhone for Outlook This chapter provides information on the following topics: ● requirements in terms of hardware, the platforms, and the tele...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-2 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Requirements 2.1 Requirements 2.1.1 Client PC hardware The SimplyPhone for Outlook software is installed on the client PC. "Standard user" requirements...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-3 Installing SimplyPhone for Outlook Requirements ● Exchange 2003 ● Exchange 2000 (Service Pack 3 or later) ● Exchange Version 5.5 (Service Pack 4 or later) for the terminal server ● Citrix MetaFra...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-4 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Requirements 2.1.5 Telephony infrastructure A TAPI Service Provider that supports TAPI V2.0 (or higher) is required to run SimplyPhone for Outlook. SimplyPhone...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-5 Installing SimplyPhone for Outlook Requirements First-party environment SimplyPhone for Outlook can be operated with the telephones listed in the table. Your system administrator must have checke...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-6 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Requirements Third-party environment In a third-party environment, the telephone is operated over a Third Party TAPI driver, such as, CAP V2.0/3.0 TAPI Service...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-7 Installing SimplyPhone for Outlook Preparing for installation on a client PC 2.2 Preparing for installation on a client PC The following sections describe how to prepare for the client installati...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-8 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Preparing for installation on a client PC 2.2.1.2 Entering a server for partner identification The file CRIRemote.cfg is used to access data associated with a ...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-9 Installing SimplyPhone for Outlook Preparing for installation on a client PC 2.2.1.4 Specifying data Specify the path to the Setup.exe installation program in the configured network folder for us...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-10 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Preparing for installation on a client PC 2.2.2 Preparations with multiple locations 2.2.2.1 Offering a location for selection You must remove the standard De...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-11 Installing SimplyPhone for Outlook Preparing for installation on a client PC The tie line number is entered in canonical format in front of the phone number and separated from it by a semicolon,...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-12 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Preparing for installation on a client PC Line assignment requirements ● Lines can only be assigned using TAPI. ● At least one key must be available with a va...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-13 Installing SimplyPhone for Outlook Preparing for installation on a client PC 2.2.5.2 Assigning lines for the teambar To prevent users from selecting lines that are not assigned to their team, th...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-16 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Preparing for installation on a client PC 2.2.7 Configuring additional data sources Both the contact retrieval and the partner identification services are pro...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-19 Installing SimplyPhone for Outlook Preparing for installation on a client PC Data source configuration files on client or server PCs There are two ways to use the data source configuration files...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-20 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Installing the driver and software in a first-party environment 2.3 Installing the driver and software in a first-party environment This section describes the...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-21 Installing SimplyPhone for Outlook Installing the driver and software in a first-party environment 2.3.2 Installing SimplyPhone for Outlook V4.0 Ensure that the necessary software is available o...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-22 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Installing the driver and software in a first-party environment 2.3.3 Configuring SimplyPhone for Outlook V4.0 You can modify the TAPI Service Provider settin...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-23 Installing SimplyPhone for Outlook Installing the driver and software in a first-party environment 2.3.4 Starting SimplyPhone for Outlook V4.0 1. Start MS Outlook. SimplyPhone for Outlook then s...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-26 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Installing the driver and software in a third-party environment 2.4 Installing the driver and software in a third-party environment This section describes the...
spadC02.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 2-27 Installing SimplyPhone for Outlook Installing the driver and software in a third-party environment 5. Enter the 4- or 5-digit extension number (for example, 65225). Leave the other default val-u...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-28 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Installing the driver and software in a third-party environment 2.4.2 Installing TAPI 120 for HiPath 3000 with LIM module The following describes how to insta...
Installing SimplyPhone for Outlook A31003-X7140-A100-3-76A9, 02-2006 2-30 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC02.fm Installing the driver and software in a third-party environment 2.4.4 Starting SimplyPhone for Outlook V4.0 1. Star t MS Outlook. SimplyPhone for Outlook then...
spadC03.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 3-1 Partner identification service Importance of installation 3 Partner identification service This chapter provides information on the following topics: ● Impor tance of installation ● Configuring a...
Partner identification service A31003-X7140-A100-3-76A9, 02-2006 3-2 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC03.fm Configuring a user and mailbox Configuring the mailbox on the Exchange Server 1. Configure a mailbox. We will refer to it below as <CTI_User> . 3.2.2 LAN dom...
spadC03.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 3-3 Partner identification service Assigning local rights 3.3 Assigning local rights The assignment of local rights differs depending on the operating system (Windows 2000 Serv-er or Windows Server 2...
Partner identification service A31003-X7140-A100-3-76A9, 02-2006 3-4 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC03.fm Assigning local rights Configuring an Exchange profile 1. Log on as user <CTI_Admin> . 2. Configure an Exchange profile with the mailbox <CTI_User> . T...
spadC03.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 3-5 Partner identification service Installing on a server Modify the SP_Inst.ini file The following changes are needed in the SP_Inst.ini file in section [General] for instal- lation under Windows 20...
Partner identification service A31003-X7140-A100-3-76A9, 02-2006 3-6 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC03.fm Installing on a server The SimplyPhone Partner Identification service runs under this account. In other words, this account is used to import the server address bo...
spadC03.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 3-7 Partner identification service Installing on a server Starting a service SimplyPhone Partner Identification appears in the service overview ( Control Panel | Ser- vices ). 1. Start the SimplyPhon...
Partner identification service A31003-X7140-A100-3-76A9, 02-2006 3-8 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC03.fm Installing on a server 3.4.2 Warnings in Outlook Problem description Microsoft has issued an update for Outlook 2000 with enhanced security features for greater pr...
spadC04.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 4-1 Troubleshooting/FAQ Licensing errors 4 Troubleshooting/FAQ This chapter provides information on the following topics: ● Licensing errors ● No response from SimplyPhone for Outlook component ● Par...
Troubleshooting/FAQ A31003-X7140-A100-3-76A9, 02-2006 4-2 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC04.fm Partner identification not working 4.3 Partner identification not working This can have several causes. Proceed as follows: – Ensure that the phone number in your contacts is...
spadC04.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 4-3 Troubleshooting/FAQ Increasing performance by deactivating features 4.6 Increasing performance by deactivating features Certain features can be deactivated as required to accelerate workflows und...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-1 Appendix Program architecture 5 Appendix This chapter provides information on the following topics: ● Program architecture ● Configuring telephony data ● Syntax of the ini files ● Syntax of the r...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-3 Appendix Program architecture 5.1.2 Partner identification CRI Server CRISvr.exe is an LDAP server, which contains data which is extracted from the contact files of Outlook/Exchange or from the g...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-4 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Program architecture When comparing the data, the CRI Manager scans the contact folder in Outlook/Exchange or the global address book via the ActiveX interface "CDO" and writes ...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-5 Appendix Program architecture Contact Retrieval Client The SPCr.exe process executes all LDAP accesses for paging and for par tner identification both on the local and the remote CRISvr, as well ...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-7 Appendix Configuring telephony data 5.2 Configuring telephony data 5.2.1 Overview of TAPI functionality A TAPI Service Provider that suppor ts TAPI V2.0 (or higher) is required to run SimplyPhone...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-8 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Configuring telephony data 5.2.2 System requirements for functionality The telephony functions are available in various different circumstances. The functions that can actually be execu...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-9 Appendix Configuring telephony data 5.2.3 Location data for telephony SimplyPhone for Outlook uses the location data that is specified as the current location in the Control Panel’s telephony app...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-10 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Configuring telephony data If you add (CMF) to a location name, a right-aligned comparison is performed between the phone number supplied by the telephone system and the phone numbers ...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-11 Appendix Syntax of the ini files 5.3 Syntax of the ini files The most important entries in SP_inst.ini and locations.ini are explained below. For more explanations, refer to the two ini files (i...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-13 Appendix Syntax of the registry entries 5.3.2 Client component Locations.ini 5.4 Syntax of the registry entries After installation, the values remain in the registry under one of the keys HKEY_L...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-14 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Syntax of the registry entries ers, the value of _KeysCopied under HKEY_LOCAL_MACHINE has to be increased by 1. If you want to change registry entries by means of a new installation, t...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-15 Appendix Syntax of the registry entries 5.4.1 Entries under Common\Settings The following settings are taken from the locations.ini file during installation: The following entries are taken from...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-18 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Syntax of the registry entries Entry in file Entry in theregistry Description U C S TraceFile={True| False } Generates one or more trace files for fault analysis in the installation di...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-21 Appendix Syntax of the registry entries 5.4.3 Entries under Entry\Settings These entries affect the Dialer. The following entries are taken from the SP_Inst.ini file dur- ing installation: Entry...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-23 Appendix Syntax of the registry entries 5.4.4 Entries under Solutions\CallData These entries affect the call dialog. The following entries are taken from the SP_Inst.ini file during installation...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-24 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Syntax of the registry entries 5.4.5 Entries under Solutions\CallerIdentification The following entries are taken from the SP_Inst.ini file during installation: Entry in file Entry in ...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-25 Appendix Syntax of the registry entries [PARTNER_IDENTIFICATION]Supervi-sorInterval={ Number|Sched- ule } Supervi-sorInterval={ Number|Sched- ule } Number : frequency of the comparison be- tween...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-26 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Syntax of the registry entries The following entries cannot be configured for the installation. The following entries are not written during installation: [GENERAL]Exchange ServerDynam...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-27 Appendix Syntax of the registry entries The following entries are transferred directly after HKEY_Current_User : 5.4.6 Entries under Solutions\CPhoneOutlook These entries affect the behavior of ...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-29 Appendix Syntax of the registry entries The following entries are not written during installation: [COMMAND_BARS]Outlook OLCommandBars List of interface providers - separated by semicolons - tha...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-30 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Syntax of the registry entries 5.4.7 Entries under Solutions\HLMData These entries concern the Customer License Agent (CLA). The following entries are taken from the SP_Inst.ini file d...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-31 Appendix Syntax of the registry entries 5.4.8 Entries under Solutions\Teambar These entries contain the team configuration and are generated by the Teambar. 5.4.8.1 Entries under Solutions\Teamb...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-32 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Configuration file syntax 5.4.9 Entries under TripleM The following entries are taken from the SP_Inst.ini file during installation: 5.4.10 Entries under Common\LRU The numbers for red...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-33 Appendix Configuration file syntax 5.5.2 Data source parameters Entry Description DBEnv.Version = <Version> Version of the configuration file. DBEnv.DatabaseName Name of the data source. T...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-34 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Command line switch 5.5.3 Attribute mapping The definitions for attribute mapping have the form: AttrMap.<SpName> = <AttributDatabase> <SpName> represents the readabl...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-35 Appendix Command line switch 5.6.2 Switch for the Dialer File name: CTALKP.EXE 5.6.3 Switch for partner identification File name: CRIMNGR.EXE (Contact Retrieval Manager) In a terminal server env...
Appendix A31003-X7140-A100-3-76A9, 02-2006 5-36 HiPath SimplyPhone for Outlook 4.0, Administrator Manual spadC05.fm Product integration 5.7 Product integration 5.7.1 Integration with HiPath ComAssistant Outlook entries can be generated as required for unanswered incoming calls using ComAssis-tant (S...
spadC05.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual 5-37 Appendix List of abbreviations/Glossary 5.8 List of abbreviations/Glossary Term Definition CLA Customer License Agent CLC Customer License Client CLM Customer License Management CLS Central Lice...
spadSIX.fm A31003-X7140-A100-3-76A9, 02-2006HiPath SimplyPhone for Outlook 4.0, Administrator Manual Z-1 For internal distribution only Index Index Z C CAP TAPI Service Provider 2-26Contacts public 2-16public folders 2-16 Customer License Agent (CLA) 2-14Customer License Client (CLC) 2-14Customer Li...
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