ucplus – User Guide
Contents
1. ead ame ype ate Dialling Telephone System device devUC Device ONHOOK B Events amp Integration He Add new About R Versions q Log Time Source V Turn on logging Cl Copy to clipboard H Save Cancel The Log page performs a similar function in that it displays information that is useful in the event of a problem The Devices list shows the devices that are being used this could include hardware and any apps that you have integrated with ucplus The panel below shows the Log entries By default logging is turned off but you can turn it on by ticking the Turn on logging tick box Once enabled the log keeps a record of what ucplus attempts to do and whether it was successful or not This information can be very useful when troubleshooting an issue click the Copy to clipboard button and paste the info into a document ucplus http plus software com Page 222. plus software com Page 8 i A dial button will appear to the right hand side of the text box This means that you have a Net application You probably saw a check when doing the detection also If this is the case then you should proceed to Detect the other text boxes in your application to make them pany Mobile 8 work also li Alternatively try hovering your mouse above the text box making 279852885 BI sure that there is a valid telephone number in it All being well a Dial and Hangup button will appear to the right hand side of the text box This means that you have a non Net application iii If neither of these two things happen then the text box probably isn t supported so you should consider using the Clipboard method instead Note you might also be trying it with an web based application if so then have a look at the earlier section under dialling from a web page From your own in We have to get a little techie here so if you don t develop your own in house developed house applications then feel free to skip straight past this application or database So what kind of an application do you have i Web based If so then we suggest that you put Anchors lt A gt around any telephone numbers The href should be Dial 123 and replace 123 with your real number If you want to put Dial buttons next to your input textboxes or under buttons then we suggest th
3. DE p ee pes ay me de browser window leave this box blank output the callers telephone number you can include Call CallerContact Tel To use the telephone number of the Parameters Enter the web page including HTTP or parameter to pass remote party as opposed to the caller who may be the local to the executable E g Caller Call CallerContact Tel user you can use the syntax Call Contact Tel or you can o use Call Contact DisplayTel to get the formatted number Cance To help testing you can use the word Message Box in the Program entry if you want to show a message box with the translated Parameter output Finally a custom button can be added to the preview window allowing a user to control application popping in the same way as for standard integrated applications ucplus http plus software com Page 20 Integration settings The Integration pages allow you M UC Configuration to see and modify the D General Microsoft Outlook databases that you have set up Ji elephony z Select the type of application to integrate to integration with Integration interface aiii i E Dialling Type Microsoft Outlook means the database will be iat A Name Microsoft Outlook searched when calls happen to Integration icroso oo Confi ti convert telephone numbers pains mal Add new Outlook profile Default i and the database Into names an a A
4. Use following external programs when selected events occur Program Parameters Integration to Microsoft Lync allows you to update your Microsoft Lync Remove bel Import bk Export state when you are on a call using your handset By ticking the box your Microsoft Lync status will Hi Save S Canc change to On a Call when your extension is on a call Note Your Microsoft Lync status will only change when your PC is powered on and ucplus is running The software can also be configured to run one or more custom executable on selected events To configure this press the Add button and configure the following information The Event list is used to select the event on which to run the program application The Direction list is used to select when it is either an incoming or an outgoing call The Calls lists can be used to restrict events for internal external or both The Program box allows you to select which executable to run This box should be left blank to load an internet browser ip Event The Parameters box allows you to either choose the command B line arguments for the program or in the case of a browser Call Ringing Direction Call Connected the URL to load When using a URL make sure that you include cans Cak Copel Call Missed the URI scheme ie HTTP Then you can include in the RTE Program Parameters any number of values from the call For instance to
5. contact or Show contact button to add a new name or to view the current caller s details This is covered in a later section Address books It is also common to use this screen to perform a transfer of the current call to another extension or user To do this you must be connected to the call as opposed to it being on Hold or Ringing When you are connected then the Actions list looks like the above example To transfer a call you do NOT press the Hold button The Hold button has a different purpose more about his later Instead you either press the Consult or Transfer button You choose the button according to whether you want to speak to the other person Consult or not Transfer You are then presented with a screen like the Make call screen but with the word Consult or Transfer at the top Number Make call Your call is not on hold at this stage yet but when you are amp Back Enter the number to dial This may include numbers 0 9 or extra symbols ready type the number to transfer to or choose one of the dialling options and if you are Consulting then the original call will be put on Hold pending transfer the pending transfer bit is important If you are transferring then the call will be put straight through remember to say goodbye first Actions When you have finished talking to your colleague you can either click Cancel to return to k Cancel B Complete amp New contact also tr
6. history Recent Hints kd Save Cance Language packs are available for the software to change the language of the user interface By default the software will attempt to automatically select the language to use based on the language setting of your operating system However you can change the language used by selecting from the Language dropdown list If your language is not in the list contact your reseller to find out when it will be available Any changes you make to the language will take effect next time you start the software By default many of the software s windows have a skin to make them look nice Your reseller may have added their custom branding to the skin too If you find that you don t like the skinned windows perhaps for accessibility reasons you can turn them off by selecting No skin from the Phone window dropdown The next time you load the software the windows will all be standard Windows style windows using the theme from your operating system The next section on the Interface page allows you to choose a sound to have your computer play when your phone is ringing and or you have a call waiting This can help you to uniquely identify that it is your phone that is ringing and not a colleague s You can also tick the box to have your computer s sound automatically muted whenever a call is in progress which is useful if you listen to music or Internet radio whil
7. in Internet Explorer or other supported web browsers and eT Es Akeem meer converts anything that looks like a Choose the criteria to use when searching for valid numbers telephone number into a clickable nena sound Must start with iL Advanced rules hyperlink and adds new buttons H Save next to telephone number fields that you have told it about Application dialling where the software adds new Dial buttons to applications that you have told it about TAPI dialling where any application that supports Microsoft TAPI can dial through ucplus and Focus dialling dynamically recognize any numbers in textboxs that looks like the phone numbers and allows to dial that number out Any applications or webpages that you have told the software to add Dial buttons to appear in the table click Add to launch the wizard described earlier in this document that allows you to add a new application to the table You can use the Edit and Remove buttons to correct any mistakes you have made If you have set up some applications that you dial from and are now moving PC or want to give the settings to another user you can use the Export button to export the dialling settings of the applications and webpages that you have set up and save them in a single file named dial settings If you have a dial settings file and want to add the settings from it to your software you use the Import button Th
8. or custom The user list is for hotdesk oriented sites These are sites where staff moves around and hence the list is oriented toward who is available and where they are rather than which extension is available In user mode the Users are shown as coloured chess pawns instead The Users view will also update the State field of the user based on the status of any devices that the user has logged in with for example PC client mobile client so the user will show as red if they are either busy on the deskphone or mobile phone ucplus http plus software com Page 14 plus Clicking the Send Message option on the context menu will open the integrated chat window Then you can send instant messages directly to that user or extension Full information on messaging can be found in the Messaging chapter You can also right click on an extension and select the Call History option to see their Call History You need to have a security policy with sufficient rights to do so but you can use their Call History as easily as your own with all the functionality intact The Presence window also allows you to see your colleagues presence ucplus Mobile current location Location Update Frequency 201 Ian Deacon Enter message must be turned on the Mobile client Your colleagues location will be reported as a text description of their geographical Telephone Name location back to the ucplus server u
9. the text box It is very common to store telephone numbers on a PC particularly in contact management applications However applications actually vary a lot as to how these numbers are presented This gives quite a challenge for applications such as ucplus to make dialling possible Fortunately we ve been doing this kind of thing for a while and we ve put some nice tools into ucplus to allow you to dial from other applications The first and easiest of all of them is Clipboard dialling Clipboard dialing Clipboard dialling can be turned on in the Settings gt click hereto dial 01234 567890 Dialling settings page When on ucplus will keep an eye ucplus http plus software com plus on the clipboard and if you copy something to it that looks like a telephone number then a bubble will appear from the tray icon that asks you if you want to call the number When using this method of dialling you may want to help ucplus know what is a valid number by entering a minimum and maximum length and possibly a prefix that numbers must start with This can be done in the Dialling settings page If you regularly dial from a certain application then there may be a quicker way to dial This involves a detection phase where ucplus learns your application and is called Application dialling To try it out go to the Dialling page in the Configuration At this screen then press the Add button and you can t
10. them again 12 49 13 12 48 03 12 46 09 12 45 43 12 42 47 14 02 2013 15 36 02 15 13 58 15 13 47 15 12 48 01234567890 01234567890 01234567890 01234567890 203 204 0800500005 203 203 Company ABC Company ABC Company ABC Company ABC Patrick Mace Libby McIntyre Test External Test Company Patrick Mace Patrick Mace y Filter None 4 Page By default the Call History screen returns the fifty most recent calls The next fifty can be accessed by pressing the page right button in the bottom right of the window Call history can be filtered using the ucplus http plus software com Page 13 plus criteria Direction Inbound or outbound Answered Answered or Not answered External calls External or Internal Time and Duration of the call Also to aid readability you can hide and show individual days from your history by pressing the expand collapse button to the left of the date Presence In its most basic form the Presence window provides a quick amp Presence way to check the availability of your colleagues The Presence 201 Ian Deacon window is accessible from the tray menu When you first install Enter me ucplus then the Presence window should contain a list of all the extensions unless your administrator has chosen a Lines sein sie Pope Sate No department different arrangement as aha ce 202 Wendy Rowell On hook If yo
11. then store the caller s details for future use Adding contact details from the Call History window You may find it easier to add a contact s name and 3 pate roday 16 26 01 01162561000 Leicester Bedford test 11 mins 52 secs other details after the call has ended This is fine F 14 50 37 01234567890 24 secs you can concentrate better this way To do this go into your Call History and click on where the name would appear it will be a location name in brackets instead When you do this the Create contact window will appear like before It s a good idea to have a look in your Call History from time to time and enter caller s details in this way That way when you re looking for someone s number you will be able to find it Call History Once you ve used ucplus for a while you will come a gt Duration Direction to rely on the Call History It s a great way to find Date Time Telephone Name Today the telephone number of someone who you spoke to recently The Call History window is accessed from the Call History item on the Main menu or from the tray icon menu As well as reviewing recent activity you can dial someone from here by clicking on their telephone number and you can access their contact record here by clicking on their name we saw this in the Address Book section It s good practice to store the names of people when you speak to them especially if you re likely to speak to
12. 1 Adam 01234567890 Company ABC Out 23s your search by using the Advanced section Names and telephone numbers area searched using the original Search box but in the Advanced section you can filter by address fields such as town or postal code Where other fields What and the specific database where you think the contact might be currently stored Source Press the M ca Gee Search button and after a short delay you ll be presented with a list of results From this screen you can click on the telephone number of a contact to dial them or click on their name to edit or view their contact details ucplus http plus software com Page 12 Storing contact details when on a call If you ve made or received an external call using the Phone window yet you ve probably Cambridge Tyres noticed that when ucplus doesn t know who 2 01223 556 556 D Hangup fig Hold B Consult B Transfer amp New contact the other party is that you re speaking to then Location Cambridge it will show a town or location name instead It does this in an effort to be helpful but if you really want to help yourself then you ll add a Caller Direction 203 Patrick Mace Outbound Connected name to the contact for future use 175 123 Send digits How do you do this You press the New contact button on the right hand side of the screen You already knew this didn t you You can
13. AINS SOUS Scape ones E caso snevessnegunseonmuew onan enusuee enews E E A eee sce 19 VO SO UU AS Pa EEE 20 Integration settings a do ni 21 VOS OS SCOR Re EA A den Cn eee ee 22 ucplus http plus software com Page 2 Welcome to ucplus ucplus has been designed to make your phone easier and more convenient to use It can do this in a number of ways and this document will show you how Where is it ucplus is designed to be discrete Always running and providing useful information as you need it yet at the same time not annoying and interfering when you re trying to work So most of the time ucplus sits silently in your tray menu waiting for you to click on it Note In Windows 7 some tray icons become hidden and expressly have to be shown These settings are stored in the Notification Area Icons part of the Windows Control Panel So go ahead and right click on the ucplus icon which is a green circle or red if you re on 3 ao a call and the tray menu should appear Tray menu Quick dial box Type the number to dial or enter the name to find contact details oe Recent menu Quickly see recently dialed Features numbers and click to redial them Availability Features Setup DND and Call Forwarding on Phone your extension Presence Availability menu Change your status as it appears to other users of the software Can be automatically set if Outlook integration is Call History enabled Messaging Address B
14. ASHFIELD 01623 757 573 best way to call them For instance you might be browsing the internet P Hee Photo Mors Ino and see the telephone number of a company who you d like to call In this instance the most natural thing would be to click on the number to dial them We call that internet dialling more about this later Or if you are using your company s Contacts Management program and Pomem Business you have a contact s details on screen you don t want to have to lift your handset and dial the number by hand There s a much easier way now Home So when you make calls where do you get the numbers from Let s look at some possibilities From a piece of paper Well you might as well lift your handset and dial azzsem90 the number on your telephone keypad But if Recent that s the case then you should think about 155 Availability storing the person s name in ucplus and then one next time you can find them more easily SAINTE Messaging ld h li k h Address Book Alternatively you could right click on the ucplus RE tray icon and then enter the number in the text amp Configuration box at the top You can even use the backspace B amp ituc key if you type it wrong Easy eh Or if you happen to have the Phone _ window open then just start typing a ff Number 01234567890 B Make cal amp Back Enter the number to dial This may in
15. and your messages will be sent to this user or extension If a name number has a line through it the chat window cannot deliver messages to it Message History When you need to refer back to conversations you ve had in the past you can view the Message History It s similar to the Call History except you can go back to the conversation and read every word New message Click here to open a new chat window you ll need to add all recipients manually though Delete message Click on the message to delete then click this button This cannot be undone so use with caution B New message AA Search text Enter the text to search for within the a Today n messages Leave this blank to show every 101 17 00 every day until Friday 3 M Try asking Thomas or Ben Thom s on 2203 and Ben s message a 05 09 2011 1 1 1 1 1 i Me Hi Patrick Have you got those figures for last year List display options Use the options In this menu 24 08 2011 to control what is displayed and how n Search button Click this to update the message omas ry turning it off and back on again 7 05 31 Me www acmeltd com 3303 list below when you change the search text Me I ll meet you in the lobby 54 r r oe Conversations Click on a conversation to display it 17 08 2011 in a new chat window You can continue a Me See you tomorrow conversation once it s been reopened Page Use the arrow buttons or type the page nu
16. ansfer calls by using the Presence window This feature is covered later in that the original call or click Complete to transfer the original call to your colleague You can section ucplus http plus software com Page 10 plus More call control We ve seen what you can do with a connected call Can you interact with other calls Yes Actions B Answer when a call is ringing you can choose to answer the call or Deflect it transfer it without answering it to another extension Deflecting a call is done in a manner similar to bDefet transferring calls If you want to use this feature then why not go ahead and try it out now Phone in from your mobile and see how it works and then you ll be ready if you need to deflect a call for real Deflecting calls is not just used to avoid work If you are already on the phone and someone else phones you then you can use Deflect productively to move the call to a colleague who can tell the caller to wait for you to become available You can also put calls on hold Depending on your telephone system configuration this means that the other person should hear music When you are ready to talk to them again use the Unhold button Remember the Hold button is not for transferring calls It is purely to pause the call If you want to transfer a call that is on hold then first you will have to take the call off hold first ucplus allows you to pick up a call ringing on anoth
17. at you use the window OpenURL function and construct a string containing dial 123 as a parameter changing the number to the correct one obviously li Non web based When you want to make an outbound phone call ie by putting a Dial button next to a text box then do so by running or shelling the PhoneHelper exe program found in the Same directory as ucplus with a command line parameter of Dial 123 without the quotes So that s it for dialling options Unless you can think of any more ucplus http plus software com Page 9 Call Control By now you will probably have seen the Call screen in the Phone window a number of times It appears when you make or receive a call Let s take a moment to review the items on the screen Main menu Click here to view the main menu Contact information The name and telephone amp Hangup number of the remote person fi Hold D ae Cee Consul Page left right Use these to switch between tomom calls when you have more than one call in progress Cambridge Tyres Actions amp 01223 556 556 Caller 203 Patrick Mace Connected EE Call actions Use these buttons to interact with Direction Outbound 17s 123Send digits the current call Call information Other information about the current call As you can see the Phone window allows you to interact with the current call in a number of ways One of the most common ways is to click on the New
18. bout Information store Default will be searchable manually B Versions Contacts folder Default from the Address Book window M tos Appointments Defaut and contacts that are found in Integration test the database can be popped laa Result To make a new integration click the Add new item select Actions Show contact the type of database from the dropdown list and click Set the 96 Delete k Save Cancel first time you enter this screen you may have to wait a few seconds as the software scans to find out what integrations are available To modify an existing database that you have set up click its name in the list You can also click its name and then click Delete if you no longer want integration to that database For applications like Outlook the software attempts to find and use default settings that will just work for you so you won t need to do anything more For more complicated databases the software will do as much as it can for you but you may need to help it by for example entering your password or telling it where the database files are etc The Integration test area allows you to test the settings you have entered by entering a telephone number and seeing if the software can find it If the number is found you can click the Show contact button to make sure that popping works When you are done click Save The new integration will be available immed
19. clude number on your keyboard ucplus will sie a yg mere ay understand that you want to make a call and switch to the Make call screen Press the Enter key when you ve finished typing to make the call Someone you spoke to If you spoke to them rece ntly using the phone that 01234567890 Mr Brown ABC Company i i 202 Wendy Rowell Features ucplus is connected to ls Availability then the call should be in 204 Libby McIntyre your call history At the mr es main menu press the call history button and you will get a list of your calls in reverse date order If you see the caller in this list then click on their telephone number to make a Phone Presence Messaging Address Book Call History Configuration amp RS LAS Exit UC ucplus http plus software com Page 6 From a web page From another application call to them directly from this screen Alternatively if the person was one of the last ten people that you spoke to then they will be in your Recent list You can get to the Recent list from either the ucplus tray icon or from the Make call screen Note these Recent numbers are stored on your PC not on the server You can configure ucplus to search your web pages for supported browsers for telephone numbers to dial It won t find all of them unfortunately but it is good at phone directory searches because it is optimized to understand this kind of page To turn th
20. cplus server requires internet No department access for this feature The geo location of colleagues mobile 204 Libby Mcintyre Make call 202 Wendy Rowell Call History device is made visible to you via the location field in the Presence pa screen or by clicking on Show on map option which will open 201 lan Deacon S Showonmap the web browser to show the user s approximate location in Google maps ea ann Joe Cartwright Acme Ltd Messaging Sometimes calling a colleague isn t an option but you really need to get in touch with them perhaps they are on an important call so you don t want to interrupt but have important relevant information That s where Messaging steps in to help out You can use the integrated chat window to communicate with them without tying up their line or having to interrupt a connected call To start a conversation open the Presence window then right click on the extension or user you want to send a message to and click the Send Message option on the pop up context menu Conversation All of the previous messages in the conversation are displayed here in chronological Hi all Are we still on for today s meeting order Just click on any hyperlinks to follow them Chat 204 202 14 15 204 Vep in kening Lei To box Names numbers of the message recipients eee bie are typed here or you can use the button at the end of the box to add them see Select Peer Multip
21. e last section on this page allows you to define what telephone numbers look like to help the software more accurately determine whether a string of numbers it sees in a webpage or on the clipboard is really a telephone number or not You can tell the software the minimum and maximum length of telephone numbers anything outside the range will be disregarded as a real telephone number and you can also specify that telephone numbers must begin with a certain string of characters The Advanced rules allows regular expressions to be used to more accurately control whether a number should be considered as a valid telephone number or not ucplus http plus software com Page 19 Events settings You can make the software either Qc corauration show the Phone window or pop the ae RER j Telephon co nta ct W h en ce rta In eve nts a ie Select the action to take place when calls happen happen Just select the relevant Dialling iiai Events n answer No action action from the relevant dropdown easi li O O O ay Integration aaa No action i IPS nel NB APE r a n Add na Preview window V Show preview for call notification outbou nd You can also tu rn on or About v Show preview for message notification off the unobtrusive Preview window Integration to Microsoft Lync V Update Lync state when on a call for all calls and messaging by ticking or clearing the box
22. e you work giving you a more professional appearance The Hot keys section allows you to setup keys on your keyboard and associate them with the following actions Call number must be highlighted in order to dial Answer and Hangup The last section of the Interface page has buttons you can press to quickly and securely clear the history of all CRM contacts from your call history recent numbers as shown in the Recent list and which hints the software has shown you clearing hint history allows the software to show you the hints again ucplus http plus software com Page 18 Dialling settings This page allows you to turn on and M UC Configuration off dialling from all the different Di General Dialling types of application that the pgr interface Select the methods of dialling to use softwa re su p po rts As a revi ew th e Dialling v Clipboard dialling v Web page dialling d iffe re nt m eth od S of d a ng are D Events V Application dialling v TAPI dialling requires restart v Focus dialling Clipboard dialling where you copy ee icrosoft Outloo a te e p h one num be r to t h e Me Add new Select the applications and web sites to use dialling from Type Application Domain Form Page Textbox clipboard and the software detects Aor mm Windows OUTLOOKEXE RichEdRZOWPT R Versions it Web page dialling where the Log software automatically scans web pages
23. er extension This feature is especially useful if you know that one of your colleagues is unable to answer the call or is not at his desk You don t have to get up from your desk anymore to pick up the call just go to the Presence Window right click on the ringing extension and pick up the call You can use Send Digits to enter further digits during a phone call when using an automated phone system for example Clicking the Send Digits button changes the Actions panel to an alternate view of a numeric keypad like on a conventional phone Click the numbers as you need them and click the Actions button to switch back ln Hangur iy Hangup amp Actions ucplus http plus software com Page 11 Address books and contacts The Address book window is accessed from the Address iB Address sook book item on the main menu or tray menu icon It Search 4 Go provides access to a company shared address book New contact g Advanced v Unless you re the first person to use the software at Se your company then there are probably some entries Stere Adsres Book Company ABC 01234567890 already in there Go ahead and have a look Don t worry Microsoft outlook External Test B 0800500005 about filling in any of the boxes just press the Search ss don button at the top and see if there are any entries already there If you see an entry click on the contact name it should display the contact details inc
24. feel free to skip over any that look dull Making calls Call Control Address books and contacts Call History Presence window Messaging Settings and configuration Cambridge Tyres Actions amp 01223 556 556 amp Hangup Gi Hold Location Cambridge B Consult B Transfer amp New contact Caller 203 Patrick Mace Connected Direction Outbound 17s 123Send digits ucplus http plus software com How many different ways can you make calls Which are the best How can you control calls from your PC What is the best way to work How to assign names to callers and how best to use this information Taking a look at your call history and what you can do with it Publishing your availability and seeing if other people are free Chatting via the built in instant messaging client and reviewing previous conversations How do you configure ucplus to get the most out of it Want to know how to assign names to callers Read Address books and contacts Want to know how to control calls Read Call control Page 5 Making calls So we re going to look at ways of making it easier to call people But at the same time we don t just want to use technology for the sake of it So where do we start More Info DAD BEESTON NOTTINGHAM 0115 922 2268 Well the best way to do this is to look at the different ways that you might get the number that you re going to call and then look at the ROAD KIRKBY IN
25. iately ucplus http plus software com Page 21 Versions amp Log settings The chances are you will never need to look at these pages but it is best you know what they are for just in case Most software these days consists of several small programs and libraries that form a whole and ucplus is no different The Versions page lists the version used for each component part that makes up ucplus This information can be used to track down any rogue element that perhaps hasn t updated correctly or to provide clues to a problem s cause Should something like that happen you could click the Copy to clipboard button and then paste the info straight into a document or email B UC Configuration B UC Configuration General Versions Pi Telephony a Interface Dialling UC Events Version 2 4 0 0 amp Integration He Microsoft Outlook He Add new About R Versions g Log Copyright 2011 Plus Software File versions Version pe Act Framework dil 9 0175 0 4 Act Shared Collections dil 9 0 175 0 amp Act ULdil 9 0 175 0 8 addinAccess dll 2 4 0 0 addinAdapt dil 2 4 0 0 addinCRM dil 2 4 0 0 B addinNationalDirectories 2 4 0 0 addinODBC dil 2 4 0 0 addinRemoteDirectory dil 2 4 0 0 Addins4 Base dil 2 4 0 0 O Copy to clipboard H Save Cancel ty General Log Pi Telephony Devices
26. is functionality on you need to go to the Configuration main menu option and then go into Dialling settings Here you can turn on Web Page Dialling Some web pages such as Contact Management systems may contain text boxes with telephone numbers in These work slightly differently because we can t make these into hyperlinks To add dialling support to this type of web page then you will need to tell ucplus to search for them This is also done from the Configuration screen To add dialling support for the application you need to follow a couple of simple steps i In the Configuration screen on the Dialling page press the Add button This will load the Dialling wizard li Select the Internet Explorer option then choose Text boxes iii Locate a page in your application that contains telephone numbers in a text box Enter the telephone number that is shown in your application into the wizard Configure Dialling iv Then press the Detect button Dialling Internet application Text box ucplus will then scan all open web sir RS n process is used to learn tl confirm that it is possible to dial from the applicati pages and find the first instance Of tepos en 1 Load the application and get it to a stage where you can see the text your number you can only do one rsustsw satom nae at a time Press the Save button and in future next time you refresh the page it will add a Dial button next to
27. le recipients should be separated with semi colons Rich text Select the input text to modify then To 204 202 i select an option from this pop up menu to apply 114 an effect or select an option and then type Text input Type your text here and press Enter to send your message Hyperlinks can be typed or pasted and are formatted automatically ucplus http plus software com Page 15 Select Peer If you click the button at the end of the To box to add recipients you ll see the Select Peer screen It lists the different users extensions and supported devices connected to the telephony system Type Select which type of peer to display from All Wears o x Extension All devices or User Search button If you change the search text click the Search button to update the list Search text Enter the text to filter the search ores TERRE ION results by To show every peer of the selected type a a just leave this box blank 5 Peer results The peers that have been found are Type All gt Tet An 303 E RTE displayed here Select the peer to add and click OK multiple peers can be added simultaneously by 101 lan Deacon Agent On hook Device holding down the Control key and clicking each a peer in turn then clicking OK When you have added a recipient if their name or number appears in the To box with a line under it the chat window has recognized it
28. luding the call history B Contact If there is no contact we ll add one now At the top of the General History i window press the New Contact button This will present Contact type Company you with a blank Contact window Enter a name company Company Company ABC and phone number in the relevant boxes All of the boxes die ee b from the Contact window including the Notes box at the as bottom can be searched You can also interact with some of Address 123 Long Road E the boxes to make a call send an email etc at a You may be wondering what the Type box is for at the top bia us of the page This is used to change the format of the Contact window Different types have different templates Pick the one that best represents the contact entry that you are creating When you re finished press the Save button and we ll search for your new entry Back at the main Address book window enter search x a criteria to find your entry Most of the time you can find Sens Hse Date Time Caller Called Direction Duration the results that you want by entering text in the search i tele 12 49 13 01234567890 Company ABC 201 Adam In 10s box and pressing Go However if you get too ma ny gt 12 48 03 01234567890 Company ABC 201 Adam In Ts 12 46 09 201 Adam 01234567890 Company ABC No ans 3s results back you may want to consider further restricting QA 124543 20
29. mber you want to view into the box ucplus http plus software com Page 16 Settings and configuration The Settings menu contains many options that you can change to improve your enjoyment of ucplus Let s take a look at some of the more common ones If you select the Configuration menu item from the tray menu then you are given a page with an options on the left hand side Telephony When you first install ucplus it takes you UC Configuration Co is through an installation phase where you es 5 need to tell it your telephony server s J Telephony i Interface Server 10 0 0 196 E Detect address and your extension number Hi Dialling Enter the machine name or IP address nn 7 7 Events a m When it does this it presents the aa He Integration Telephony settings page of the e Add new Windows login Login Specified username and password Configuration window so you may have About R Versions seen these before You re not that likely bog Username WENDYROWELL Password Do not login to change these settings but you might Select the description that best matches your method of use as well know what they do Everyone who uses this computer uses the same telephone Everyone using this computer uses a different telephone or this is a Terminal Services Citrix installation The first option Server contains the details
30. much of the information from the main Phone window but in a much more compact format Plus it will disappear shortly after a call connects Let s review the main parts of the window Close button Use this to make the Preview window disappear Call Connected 5 more immediately Cambridge Tyres 01223 556 556 Contact information The telephone number and name of the _ other party B Hangup fH B B amp Call control actions Use these to interact with the call Using some of these will display the main Phone window Like the Phone window the actions at the bottom of the preview window adapt to the state of the call The example picture shows the actions that are available when a connected call is in progress To conserve space the text is only shown for the first action The rest are depicted by their icons only ucplus http plus software com Page 4 What would you like to do Are you still with us Congratulations M from there But you know what They re any people just go straight to the software and figure it out missing out This is where we show you how to get the most from the software Plus it s presented in a topic by topic way so you can read the sections that you re interested in first So what would you like to know Have a look at the choices below They are presented in a logical order based on the tray menu They are not necessarily in order with the most interesting first so
31. of your telephony server The Configuration Extension option contains the local user s ee eal extension number If the client is en mem Scans configured with as the extension number ucplus will ask the user to enter his extension number each time ucplus is started This particular feature has been designed for TS Citrix environments allowing the user to roam between desks but still enabling them to easily control the extension number at their selected hot desk The next choice is the User Login mode This allows ucplus to support a number of different operations Most users log in to their PC as a name or username that is the same or similar to their own name Or in other words they log in as a name that uniquely identifies them ucplus can take advantage of this to associate this user name with the extension that the user is logging in as This behaviour of associating the user and the extension number gives ucplus some powerful functionality such as hotdesking where other others can reach you by name even if you temporarily use another PC If you like this functionality but don t use unique usernames i e you log into your PC as something like user or technician then you can still use it by manually declaring your username and password on the User tab Your administrator will have to create a user on the telephony server for you first Finally if you want to be comple
32. ook Configuration Configuration Contains options to change your user experience and configure CRM packages to integrate with Exit UC Exit Use this to unload the software ucplus http plus software com Page 3 plus Phone window The most obvious place to start is the Phone window pictured below Click on that option in the tray menu or in future you can simply double click on the tray icon and the window will be shown Let s have a look at the main parts of the Phone window Main menu Click here to display the main menu Contact information The name and telephone number of the remote Mr Brown ABC Company Actions person amp 01234 567 890 F Hangup iy Hold Actions Use these buttons to interact with the current call and contact U Location Bedford B Consult B Transfer pes Show contact Notes Prepare orice list for Mr Brown Notes Display information stored in Called J01 lan Deacon the contact s notes Shared Address Direction Inbound ds 123 Send digits Book on ly Call information Other information about the current call At the start you re likely to use the Phone window if you want to control calls or show contacts After you ve used the software for a while though you ll probably prefer to use the Preview window it can be more convenient and less intrusive Preview window Make a call in to your extension again and the Preview window should appear It contains
33. ry to detect your application The way that you do this is as follows i Select the Any other type of Windows application option then press Next li On the next page click and ls configure dialling hold the mouse down on Dialling Standard application Text box t h e C ros S h a r n ext t O t h e A detection process is used to learn the application WO rd Detect as in the 1 Click on the target icon below 2 Drag the target icon to the textbox that contains the telephone screenshot above std Drag the target icon to the textbox that contains the telephone number iii Drag the mouse without releasing the button over he the text box in your application when a number is stored Application Lx iv Release the mouse button when the mouse cursor is above the textbox This obviously means that you need to get ucplus and your application side by side to achieve this If the crosshair icon changes to a check then it is likely that ucplus can add dialling support to this box Good Bad B Don t know v When you have finished then press the Next button and then press the Close button to save the settings Then press Save in the main configuration page too Next close and reopen your application window to see if it has worked The results will depend on what type of application it is You will either see one of three possibilities ucplus http
34. tely anonymous as a user on your network then you can choose not to log in Be careful if you use this though because there are some features in the software that require a logged in user to work The final choice method of use is useful when several people share the same PC Read the two choices and select which one best fits your mode of working ucplus http plus software com Page 17 Interface settings The Interface page allows you to uc coniguration change settings relating to the look ss cener Interface and feel of the software including Telephony LE actions that happen when calls take 2 sa Application load Fusion place To have the software start an automatically when you log on to Select the sounds to play when messages are received Windows put a tick in the tickbox About New message Versions Q Log Select the sounds to play when calls are received The setting will take effect next time you log on to Windows On ringing Call waiting Mute speaker when call in progress The mode list is used to select when it is either an Express or Hot keys Fusion Licence type If an Make cal None x Answer None x Hangup None Express license is requested when there are none available then the client will pick up any available higher level Fusion license Clear the following cached histories Contact
35. u right click on one of the entries in the Presence list then 203 Patrick Mace 201 Ian Deacon Off hook a context menu should appear Assuming that you are not already on a call then the menu should contain the Make call item By choosing this action you can dial the extension 201 lan Deacon a Joe Cartwright Acme Ltd directly If you had been on a call already then the choices would have been Consult and Transfer in place of Make call This is appropriate because if you are already on a call then the expectation is that you are clicking on the extension with a view to transferring the call to them What other actions can you perform Well if you see an extension that is flashing red ee then it means that the extension has a call ringing at it you might be able to hear the phone if it s nearby Click on the extension and the context menu will include an Busy option to Pickup the ringing call The other colours that you might see are on the f offline Presence list are solid red which means that the extension is engaged on a call and Held fluttering yellow which means that there is an held call at the extension solid grey means the extension is offline If you want to personalize your Presence window to include just the contacts that you need then you can do this in the Presence settings page under the Settings menu in the Phone window The other styles that you can choose instead of extensions are Users
36. ucplus User Guide Version 2 4 software Contents SO CO D nr ge ee ide 3 MVS 15 1 e E S E ornare 3 ae E E E E E E E A E E 3 PRONE WO OW oean E E E EEEE EE E E E 4 PEV W N ON nn eee E oe se ae baa ea eete eae ceee aie 4 What would you like to do oo ec cecccecccsccsecceecceceenccseceneeeneeeeccseeeneeeeeeecteeeeeeeesetseeeeeeueteeceseeeueeeeeeeeenees 5 NA Fe LA 24100 E ee RAR eo 6 hI AIO see sors ter stv vet vay noes er tsa ns ie ay E py ingens bap a aes aa one eeeeeuaeebasaeeaststeeresases bees 10 MOF ec Nelo nile aonni a a tre renner reer trier ere renter rete tre ere tester cie en te ree terre ere rr rere 11 Address books and CONTACTS wicacassccnssacaesacnesacnssaansssenesasaeiacatasensienacasuaeseabesennsenadseasuaraounennasenrseuneuarscwataonens 12 Storing contact details when on a call sessssssseessessesrnsrrserresrrsrrsrssrsrrsrrsreserresrrsesrrserserreserseeseeresersresene 13 Adding contact details from the Call History window 13 SU OV das cesses gece nt esncasneaencen ye cee ce vena oie A 13 Bie 8 eee ee a ee ee ee ee ee ee 14 IWVIESSACIN ES oeae 15 Select POOF ceecccsscccesccceeeeceeeccaeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeseeeeseeeeeeeeeeeeeeseeeeseeseeseseuseseusessuseseusesesensesenees 16 M ssage ISO a a a yun vied never et a 16 S CH ES GING COM MOU ATION sd da one eme ane Dada ten ete ane ete ete en 17 TEIE OM OMY PE RER enseeneiaats 17 VETS TTS SUNS Scat a acc en ee ne ew encens ect oo 18 P
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