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This guide explains the installation, configuration and operation of the XN120

This guide explains the installation, configuration and operation of the XN120 CTI application. Further information will be supplied with any optional equipment that you have purchased. Please keep all information supplied for future reference. Regulatory Notice. Refer to the Getting Started Guide (991409-5) supplied with the XN120 Main Unit for the Declaration of Conformity related to the product. Warning: This is a class A product. In a domestic environment this product may cause radio interference in which case the user may be required to take adequate measures. ‘Microsoft’,’Windows’,’Outlook’,’Small Business Server’ are registered trademarks of the Microsoft Corporation in the United States and other countries. Screen shot(s) reprinted by permission from Microsoft Corporation. Other company and product names used in this manual are company trademarks or registered trademarks. XN120 CTI Getting Started Guide Rev 1.0 March 2005 991456-5 Contents 2 XN120 CTI Guide Description ........................................................................................................................ 3 What is XN120 CTI.......................................................................................................... 3 What this guide covers .................................................................................................... 3 Requirements .................................................................................................................... 4 Telephone System........................................................................................................... 4 MyCTI TapiServer PC (0 – 10 Users).............................................................................. 4 MyCTI TapiServer PC (10+ Users).................................................................................. 4 MyCTI Client PC.............................................................................................................. 4 XN120 – Programming Sequence .................................................................................... 5 Installing the NEC TAPI Driver ......................................................................................... 6 Installing the NEC MyCTI TapiServer ............................................................................ 12 Location Details ............................................................................................................. 17 TapiServer Administration ............................................................................................. 19 Licensing TapiServer..................................................................................................... 19 Hardware-ID .................................................................................................................. 19 Entering License............................................................................................................ 20 Installing the NEC MyCTI Client..................................................................................... 21 Using the NEC MyCTI Client........................................................................................... 28 Outgoing Calls ............................................................................................................... 29 Manual Dialing............................................................................................................... 29 Phonebook Dialing......................................................................................................... 29 Incoming Calls ............................................................................................................... 30 Show NEC MyCTI Window............................................................................................ 30 Show Quickinfo Bubble Window.................................................................................... 31 Open found contacts automatically................................................................................ 31 Open created Journal entries automatically................................................................... 32 Setting additional contacts folders to pop ...................................................................... 32 Setting journal entries automatically .............................................................................. 33 XN120 CTI Guide XN120 CTI Guide 3 Description What is XN120 CTI The NEC Infrontia XN120 has capability to use Computer Telephony Integration (CTI). It uses the Telephony Application Programming Interface (TAPI) 2.1 Protocol. To allow CTI an Ethernet interface is present on the EXIFU-A1 option card. Further information relating to the EXIFU-A1 option card is available in the EXIFU Guide. What this guide covers This guide contains the installation procedure for installing MyCTI in a Client/Server environment. This is installed in three stages as follows: TAPI Driver installation (AspireTSP) MyCTI TapiServer installation MyCTI Client installation The TAPI Driver is installed to a PC which acts as the TapiServer; the TAPI driver provides real time communication between the XN120 PBX and PC acting as TapiServer. The TapiServer application is installed to a PC which acts as the TapiServer. The Server application should be installed to a PC containing the TAPI driver (AspireTSP). The TapiServer application is used to distribute the TAPI to client PC’s where the MyCTI Client is installed. The Client side is installed to Client PC’s. The Client application consists of a dialer module which integrates into Microsoft Outlook. The Client application then connects to the MyCTI TapiServer to allow monitoring and control of Telephones. The on-line help available within MyCTI provides further information for installing MyCTI into any other environment not covered in this guide. XN120 CTI Guide 4 XN120 CTI Guide Requirements Telephone System XN120 Main Cabinet EXIFU-A1 option card MyCTI TapiServer PC (0 – 10 Users) Operating System: Windows 2000 Professional, Windows XP Professional, Windows 2000 Server, Windows Server 2003 CPU: Pentium based 800MHz Memory: 256MB + Free Disk Space: 10GB or over Network Card: TCP/IP Protocol (Fixed IP Address) NEC Aspire TSP (NEC Infrontia Aspire TAPI 2.1 driver software) MyCTI TapiServer PC (10+ Users) Operating System: Windows 2000 Server, Windows Server 2003 CPU: Pentium based 800 MHz Memory: 256MB + Free Disk Space: 10GB or over Network Card: TCP/IP Protocol (Fixed IP Address) NEC Aspire TSP (NEC Infrontia Aspire TAPI 2.1 driver software) A Dedicated CTI Server is strongly recommended Microsoft Small Business Server is not supported The Server OS should include the appropriate number of Client Access Licenses The backup procedure and virus defence is the responsibility of the customer MyCTI Client PC Operating System: Windows 2000 Professional, Windows XP Professional CPU: Pentium based 800 MHz Memory: 256MB + Network Card: TCP/IP Protocol The Ethernet interface is on the EXIFU-A1 option card. This is a 10/100Mb RJ45 Ethernet connection. Ethernet Port XN120 CTI Guide XN120 CTI Guide 5 XN120 – Programming Sequence ! You will need a fixed IP address and the appropriate Sub Net Mask for the XN120; this must be specified by the Network Administrator responsible for the customers LAN. 1 Program 10-12-01 Enter the IP Address of the XN120 system. Enter the Sub Net Mask. You must power the XN120 system off/on for the new IP address to take effect. Enter the IP Address; you must enter three digits for each field. Example 172 016 000 010 you do not need to enter the decimal points. Press HOLD to confirm the entry. Enter the Sub Net Mask; you must enter three digits for each field. Example 255 255 000 000 you do not need to enter the decimal points. Press DC several times when you are done to return to the Program Mode. (Press SPK to save changes and exit if you are finished). 2 Program 10-20-01 Enter the TCP Port used for CTI. Enter the Keep Alive Timer. Enter the TCP Port, 8181 recommended. Press HOLD to confirm the entry. Enter the Keep Alive Timer, 30 seconds recommended. Press HOLD to confirm the entry Press DC several times when you are done to return to the Program Mode. (Press SPK to save changes and exit if you are finished). 10-12-01 172.16 .0 .10 Enter the IP Address of the XN120 system 10-12-02 255.255.0 .0 Enter the Sub Net Mask 10-20-01 ExDev1 TCP Port 8181 Enter the TCP Port used for CTI 10-12-03 ExDev1 KeepAlive TM 30 Enter the Sub Net Mask XN120 CTI Guide 6 XN120 CTI Guide Installing the NEC TAPI Driver Double click on the setup.exe file. Click NEXT when you see the following Welcome screen. At the Aspire Telephony Service Provider Setup screen select Server and click next. Choose Destination Location screen appears allowing you to choose the destination folder where you install the TAPI driver. Click Next to accept the default target folder. If necessary, click Browse to choose a different drive or folder. XN120 CTI Guide XN120 CTI Guide 7 The Setup Address screen appears. Enter the IP address of the computer, the IP address for the PBX, and the PBX port No. Use dot "." between numbers. The IP addresses, and port no. must match the entry within the telephone system programming (Commands 10-12 and 10-20). (e.g., TAPI: 192.168.1.76, PBX IP: 192.168.1.75, TCP Port: 8181) When you enter the information, click Next. Note, this address should be given to you by the network administrator. The time the TSP will wait for a response from the Aspire before deciding it will not respond. This value should be left at the default value (10 Sec). The Register for Service Setup screen appears. Select Register and click Next to begin the installation. XN120 CTI Guide 8 XN120 CTI Guide XN120 CTI Guide XN120 CTI Guide 9 Select Single Line Mode. Check Installation settings before clicking Next to complete Installation. When copying files is complete, the following Setup Complete screen appears. Select Yes, I will restart my computer . Select Finish. XN120 CTI Guide 10 XN120 CTI Guide Once the server has restarted. To verify that the TAPI driver installed correctly and is using the proper settings double-click the Telephony icon from within the Control Panel (Start - Settings - Control Panel). The following screen is displayed. Click on the Telephony Drivers tab to see that the Aspire TSP is installed. Click on the Configure button to see the configuration of TAPI driver. On Configuration tab, you can see the Server/PBX IP addresses, TCP port no. and the Display Call Status Dialog option you set during installation. If necessary, change data. Click on the Device tab to confirm the system extension ports' status. You can not change any data on this screen. XN120 CTI Guide XN120 CTI Guide 11 By selecting a Device and clicking Detail the Call Mode can be set. Select the mode required. Auto Speaker Mode if the extension has no headset or Auto Headset Mode if extension has headset. To exit, click CANCEL then click OK until you have exited to the Control Panel. Double-click in the upper left hand corner of the Control Panel to close the window. XN120 CTI Guide 12 XN120 CTI Guide Installing the NEC MyCTI TapiServer Double click on the setup.exe file. Click Next when you see the following Welcome screen. Read the license agreement carefully. If you agree to the terms stated in the license, select I Agree to continue the Installation. Enter the Name and Organization of the registered owner of NEC MyCTI TapiServer, click next to proceed. XN120 CTI Guide XN120 CTI Guide 13 Select a folder where the application will be installed, click next to proceed. Select which Installation uploads/s3/ nec-xn120-cti-guide.pdf