User Guide: CETIS Dialer for Lync
Contents
1. Maa eS Datei Bearbeiten Suche Sammelmappe PhoneBook Optionen Fenster Hilfe alls male RIF xala B N ee PIR s al A CH aanze Schweiz Ale Eintage ola elz elel Rubrik Name Text Cetis T Cetis AG Yomame CT L sungen Strasse Nr Bahnhofstr 17 aoe nd PLZ Ort 5000 Aarau AG 062 834 81 00 Beruf g oo Partnername la E Mail Homepage mi Tel Fax Mobile Nr m Gefundene Eintr ge 1 lo twixtelonine PV dc Mavis Rubrik Name Vorname Strasse Nr PLZ Ort Cetis AG Bahnhofstr 17 5000 Aarau i Mit den Pfeiltasten oder der Maus selektieren und markieren Markiert 1 1 Figure 4 TwixTel Thse election of the number is accomplished by drawing a virtual rectangle similar to selecting a graphical object Note You may prefer to configure TwixTel to communicate directly with Lync instead of using the unfamiliar way to dial numbers as depictured above 8 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 3 Starting and stopping the program STARTING AND STOPPING THE PROGRAM 3 1 Starting the program CETIS Dialer is started by executing the file Cetis Dialer exe This can be accomplished in several ways e g automatically during logon or manually by using the Windows Start button and choosin2. Note Several countries may use the same Country Calling Code E g 7 is used by Russia and by Kazakhstan or 1 is used by United States Canada and about 20 other territories Therefore CETIS Dialer may display several countries in the To field of the Call Box If there is not enough room to display all the referred countries the User may hoover with the mouse over the To field to trigger a tooltip containing all countries referred 6 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 2 Operation Examples for phone number recognition Configured Selected text Displayed Target Displayed Country Default in To field Country CH Please call 062 834 41 62 834 81 00 Switzerland 8100 any time CH 0041 062 834 8100 41 62 834 81 00 Switzerland CH 1 555 0123 1 5550123 United States Antigua and Barbados Anguilla Am CH Switchboard 1111 1111 Internal phone number US Switchboard 1111 1111 Internal phone number US 555 0123 1 5550123 United States Antigua and Barbados Anguilla Am US 41 062 834 8100 41 62 834 81 00 Switzerland US 01141 062 8348100 41 62 834 81 00 Switzerland Tip The Default Country must not necessarily be configured to the country where you are located For instance If you are located in the US but most of the time you are visiting Web pages from France and calling phone numbers from French Web pages then it may be an advanta
3. Software Updates Direct Calling or Indirect Calling see paragraph 4 2 4 Direct Calling or Indirect Calling User interface language see paragraph 4 2 5 User interface language Maximum length of internal phone numbers see paragraph 4 2 6 Maximum Length of internal phone numbers Preserving Clipboard content see paragraph 4 2 7 Preserving Clipboard contents Automatic start after logon see paragraph 4 2 8 Automatic start after logon P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 11 User Guide CETIS Dialer for Lync 4 Configuring CETIS Dialer for Lync cetis 4 2 1 Call Shortcut key The Call Shortcut key is the key that the User needs to press to initiate the call after he or she has selected the Target phone number or SIP address in the active window The default key for the Call Shortcut key is F8 The default value can be changed either using the Settings dialog box see paragraph 4 3 Using the Settings dialog box or using the command line when starting CETIS Dialer The command line settings will only be effective if the settings file does not yet exist see also paragraph 4 4 Using the Command Line Note As soon as the User clicks the OK button in the Settings dialog box the CETIS Dialer program checks if the selected shortcut key is already used by another program or by the Windows operating system If this is the case a corresponding error message is displayed underneath the Call sh
4. call e g cetis dialer exe CallShortcutKey CTRL K i Language de en fr User interface language en English de German fr French e g cetis dialer exe Language en IndirectDialing true false indirect dialing i e always open call box e g cetis dialer exe IndirectDialing true PreserveClipboard true false restore clipboard contents after initiating the call e g cetis dialer exe PreserveClipboard false DefaultCountry AF AL CH DE US ZW ISO code of country to call if phone number has no county calling code e g cetis dialer exe DefaultCountry US MaxLengthInternalNr 0 1 2 3 4 5 6 7 8 9 Maximum number of digits of internal phone numbers e g cetis dialer exe MaxLengthInternalNr 6 EnableSwUpdate true false Enable automatic Software updates z B cetis dialer exe EnableSwUpdate false Figure 6 Help text triggered from command line Tip If the help window is active and you press the Windows shortcut for Copy usually this is Ctrl C the text of this P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 21 User Guide CETIS Dialer for Lync 4 Configuring CETIS Dialer for Lync cetis window will be copied to the clipboard and you will be able to paste this text into another document 4 5 Settings file The configuration for CETIS Dialer For Lync is stored in the settings file named CetisDialerForLyncSettings xml This f
5. equal a given length are treated as Internal Phone Numbers When CETIS Dialer For Lync recognizes an internal phone number within the selected text the phone number will be sent to Lync without adding plus sign and Country Calling Code By default phone numbers with six or less digits will be recognized as internal phone numbers The maximum length of internal phone numbers can be specified using the corresponding command line parameter see paragraph 4 4 Using the Command Line on page 19 or by editing the Settings File see also paragraph 4 5 Settings file on page 22 4 2 7 Preserving Clipboard contents CETIS Dialer uses temporarily the Windows clipboard to read the selected text from the active window This has the consequence that the original content of the clipboard is overwritten CETIS Dialer offers the option to preserve the clipboard content by saving before and restoring it after transferring the selected text through the clipboard The default configuration of CETIS will not preserve the clipboard contents This behavior can be changed either from within the Settings dialog box see paragraph 4 3 Using the Settings dialog box on page 16 or by using the corresponding command line parameter see paragraph 4 4 Using the Command Line on page 19 P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 15 User Guide CETIS Dialer for Lync 4 Configuring CETIS Dialer for Lync cetis Paragraph 2 4 Clipboard contai
6. recognized or it is already reserved by another program 18 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 4 Configuring CETIS Dialer for Lync 4 4 Using the Command Line to apply settings In some IT environments it may be advantageous to accomplish the initial configuration of CETIS Dialer Enterprise Edition using the command line switches Important The Personal Edition of CETIS Dialer For Lync does not support Command Line switches to apply settings The text in this sub chapter only refers to the Enterprise Edition Important Settings defined in the command line will be ignored if the Settings file already exists The settings file will be created as soon as the User changes some settings from within the Settings dialog box or some settings have been applied by the command line on a previous start of the CETIS Dialer program The following list shows the available command line parameters so called Switches together with their arguments The arguments are shown enclosed in curly brackets The Pipe character represents an exclusive OR operator The format of the command line is Cetis Dialer exe Switch Switch For further information see also examples in paragraph 4 4 1 Command Line Examples All Switches are optional The following switches are available CallShortcutKey Alt 0 Alt 1 Windows Shift F9 DefaultCountry AF AL ZW Enabl
7. the context menu click Settings This opens the Settings dialog box 3 Change the settings as required 4 Click OK to save the changes and close the dialog box The changed settings will be applied and also saved to the settings file In case the settings file does not exist it will be created For more information refer to paragraph 4 5 Settings file on page 22 In case you click Cancel the modified settings will not be applied nor saved to the settings file Further information to this Setting parameter will be found here Call Shortcut key 4 2 1 Call Shortcut key on page 12 Default Country 4 2 2 Default Country on page 13 Enable automatic software 4 2 3 Enabling or disabling Automatic updates Software Updates on page 14 Indirect Calling Always shows CETIS Call Box 4 2 4 Direct Calling or Indirect Calling on page 14 User Interface Language 4 2 5 User interface language on page 15 Maximum Length of internal phone numbers 4 2 6 Maximum Length of internal phone numbers CETIS Dialer preserves contents of clipboard 4 2 7 Preserving Clipboard contents Automatic startup after logon 4 2 8 Automatic start after logon on page 16 Note The Settings dialog box may open automatically on startup of CETIS Dialer For Lync This happens whenever some settings in the Settings file or the command line are illegal mainly if the Call Shortcut key cannot be
8. C 4 1 Four Levels of Settings Configuration Settings differing from the values pre set by the CETIS Dialer software are stored by the CETIS Dialer program in a configuration file called CetisDialerForLyncSettings xml In paragraph 4 5 Settings file you will find a sample of this file Settings exist on four levels a Pre set settings hard coded in the CETIS Dialer software Some of these settings may be overridden during installation during startup of CETIS Dialer using command line parameters or when the program is running using the Settings dialog box of CETIS Dialer b Install Options Two settings may be adjusted during the Install dialog when installing the program CETIS Dialer For Lync These settings are 4 2 8 Automatic start after logon 5 3 2 Install Option Start after Install for Personal Edition only Some of these settings may be overridden using the command line or the Settings dialog box If a Settings file already exists Install Options will not be applied Command Line Parameters Settings applied from within the Command Line at the startup of CETIS Dialer will be copied to the settings file These settings are also visible in the Settings dialog box The command line parameters are however only applied to the Settings if the Settings file does not exist yet This ensures that User defined settings accomplished from within the Settings dialog box will not be overwritt
9. aler for Lync 4 Configuring CETIS Dialer for Lync cetis For other countries refer either to the ISO standard or retrieve the code by checking the dropdown list Default Country in the Settings Dialog Box of CETIS Dialer For Lync Each country is listed there with its name followed by its two letter Country Calling Code in brackets See paragraph 4 4 Using the Command Line on page 19 for how to use the command line parameters 4 2 3 Enabling or disabling Automatic Software Updates The Personal Edition of CETIS Dialer For Lync can check for and download Software Updates automatically For further information about software updates refer to paragraph 6 1 Automatic Software Updates on page 28 By default the Personal Edition of CETIS Dialer For Lync checks periodically for updates and downloads them without any user intervention The User can inhibit the automatic updating of software by unchecking the corresponding checkbox within the Settings dialog box see paragraph 4 3 Using the Settings dialog box on page 16 or by using the corresponding command line parameter see paragraph 4 4 Using the Command Line on page 19 More information is contained in chapter 6 Software Updates on page 27 4 2 4 Direct Calling or Indirect Calling By default the Call Box pops up whenever the Call Shortcut key is pressed this behavior is named Indirect Calling If the User prefers not to see the Call Box i e the selected Targ
10. all The default Call Shortcut key is F8 to configure the Call Shortcut key refer to paragraph 4 2 1 Call Shortcut key on page 12 3 Check the displayed Target phone number or SIP address and edit the Target text if necessary For phone numbers only Underneath the displayed phone number CETIS Dialer shows the country or territory where the call will be targeted to If CETIS Dialer did not evaluate the right country use the drop down box To to switch to the appropriate country territory For further information refer to paragraph 2 3 Recognizing phone numbers CETIS Dialer For Lync reformats phone numbers to display them in a format common for the destination country 4 Click the Call button to send the displayed Target to Lync in order to initiate the call or press Cancel to abort the operation If the Call button is greyed out the Target is not a valid phone number or a valid SIP address edit the Target or click on Cancel 2 In some versions of the CETIS Dialer for Lync software the Call button is still active even when the target is recognized as having an illegal format 2 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 2 Operation CETIS Dialer for Lync Call Box lec Target 41 62 834 81 00 Call To Switzerland Canca Selected text found Figure 1 CETIS Call Box 2 1 2 Initiating phone calls if Indir
11. ations are depicted in paragraph 4 4 Using the Command Line on page 19 4 2 2 Default Country Phone numbers which are not preceded by a plus sign will be modified by CETIS Dialer to contain the plus sign and a Country Calling Code Refer also to paragraph 2 3 Recognizing phone numbers on page 6 for details about the Default Country The Default Country initially set at install time may vary depending of the version of CETIS Dialer For Lync and also depending on the configuration of your Windows system The Default Country setting can be changed either from within the Settings dialog box or by using a command line parameter Using the Settings dialog box to set the Default Country There is a dropdown list in the Settings dialog box to easily select the preferred Default Country Each country is listed with its name followed by its two letter Country Calling Code in brackets See paragraph 4 3 Using the Settings dialog box on page 16 for how to use the Settings dialog box Using a Command Line Parameter to set the Default Country The command line switch DefaultCountry can be used to set the Default Country The switch needs a two letter Country Calling Code as an argument e g CH for Switzerland DE for Germany FR for France GB for United Kingdom LV for Latvia US for United States 3 Code as defined in standard ISO 3166 1 alpha 2 P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 13 User Guide CETIS Di
12. ce language on page 15 MaxLengthInternalNr 2 Telephone numbers with this number of 3 digits or less will be handled as internal 4 numbers 5 See also paragraph 4 2 6 Maximum 6 Length of internal phone numbers on page 15 PreserveClipboard true For further details see paragraph false 4 2 7 Preserving Clipboard contents on page 15 Help N A See also example in paragraph 4 4 1 Command Line Examples on page 20 4 4 1 Command Line Examples The following examples present some typical usage of command line settings Cetis Dialer exe starts CETIS Dialer For Lync without applying any command line settings 20 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 4 Configuring CETIS Dialer for Lync Cetis Dialer exe CallShortcutKey F10 Language en IndirectDialing false starts CETIS Dialer and applies F10 as a Call Shortcut key English as user interface language and configures for Direct Calling Be aware that these settings are only applied if the Settings file does not yet exist Cetis Dialer exe help displays the help message as shown in Figure 6 Help text triggered from command line a cetis dialer exe switch switch e g cetis dialer exe language de CallShortcutKey Alt 1 Syntax of switches Help for help CallShortcutKey Alt 0 Alt 1 F8 Windows Shift F9 Shortcut key that will initiate a
13. cetis Product CETIS Dialer for Lync User Guide CETIS Dialer for Lync Valid for Program Version 2 x P Nr Doc Nr P0476 0000 Doc Version 2 4f Doc Date 2015 02 17 Publisher Cetis Inc Bahnhofstrasse 17 5000 Aarau Switzerland 2015 Cetis Inc www cetis ch 2015 Cetis Inc All Rights Reserved No part of this document may be photocopied reproduced stored in a retrieval system or transmitted in any form or by any means whether electronic mechanical or otherwise without the prior written permission of Cetis Inc Cetis Inc Bahnhofstrasse 17 5000 Aarau SWITZERLAND info cetis ch www cetis ch Phone 41 62 834 8100 Bezeichnung Version Datum Autor Bemerkungen Erstausgabe 1 0 08 10 12 Willi Kull Aktuelle Version 2 4f 17 02 15 Willi Kull Versionen zwischen Erstausgabe und Aktueller Version werden hier nicht aufgef hrt Filename cetis dialer for lync user guide v2_4f docx Template cetis a4 manual 2007_15 dotm ii 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 Table of Contents 1 TEP OGUGCUION isisisi cinnctanncenateseeeadiinninedianaraigueciietivennnociuanannils 1 2 ODGaON icsse sea e iaee iea iaae E EEEa E 1 2 1 Initiating Phone Gall S sepseccetieeniecantcemtennendainessintuassceiienienedtians 1 2 1 1 Initiating phone calls if Indirect Calling is ON 2 2 1 2 Initiating phone calls if Indirect Calling is OFF 3 2 2 Conte
14. e defined hotkey to initiate a Lync call to the selected Target Further information will be available at the Web site of Cetis Inc You will find the appropriate link in the About box of the CETIS Dialer OPERATION 2 1 Initiating Phone Calls To initiate a phone call the User selects a Target phone number or SIP address on the screen of his computer and then the User presses the Call Shortcut key This operation is also called Select Click and Dial Depending on configuration of CETIS Dialer For Lync there are two modes of operation Indirect Calling is ON see paragraph 2 1 1 CETIS Call Box always opens before call is initiated 1 CETIS is a registered trademark of Cetis Inc Lync is a trade mark of Microsoft Corp P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 1 User Guide CETIS Dialer for Lync 2 Operation cetis Indirect Calling is OFF see paragraph 2 1 2 CETIS Call Box opens only if Target seems to be invalid For configuring Direct Calling or Indirect Calling refer to paragraph 4 2 4 Direct Calling or Indirect Calling on page 14 2 1 1 Initiating phone calls if Indirect Calling is ON Procedure 1 Select a Target phone number or SIP address in the active window on your screen 2 Press the Call Shortcut key The Call Box see Figure 1 CETIS Call Box opens and displays in the Target field the phone number or SIP address that will be sent to Lync to initiate the c
15. eSwUpdate true false IndirectDialing true false Language de en fr MaxLengthinternalNr 2 3 4 5 6 PreserveClipboard true false There is also a command line switch to display a help text Help If the Help switch is used the program CETIS Dialer For Lync will display the help text see Figure 6 on page 21 and terminate If the program is already running a second instance of the program will display the help text and terminate P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 19 User Guide CETIS Dialer for Lync 4 Configuring CETIS Dialer for Lync cetis The arguments for the switches are Switch List of Comment possible Arguments type without quotes CallShortcutKey Alt 1 For further details see paragraph F8 4 2 1 Call Shortcut key on page 12 Windows K Ctrl Shift X etc DefaultCountry CH Two letter Country Calling Code e g DE CH for Switzerland DE for Germany US US for United States etc See also paragraph 4 2 2 Default Country on page 13 EnableSwUpdate true For further details see paragraph false 4 2 3 Enabling or disabling Automatic Software Updates on page 14 IndirectDialing true For further details see paragraph false 4 2 4 Direct Calling or Indirect Calling on page 14 Language de Currently the languages English en en French fr and German de are fr supported See also paragraph 4 2 5 User interfa
16. ect Calling is OFF Procedure 1 Select a Target phone number or SIP address in the active window on your screen 2 Press the Call Shortcut key The selected Target phone number or SIP address will be sent to Lync in order to initiate the call The default Call Shortcut key is F8 to configure the Call Shortcut key refer to paragraph 4 2 1 Call Shortcut key on page 12 If within the selected text CETIS Dialer cannot recognize a valid Target the CETIS Call Box opens automatically In this case continue at step 3 of paragraph 2 1 1 Initiating phone calls if Indirect Calling is ON 2 2 Context Menu in Info bar The CETIS Context Menu is launched by clicking to the CETIS Symbol at the Info bar of Windows BH geeaq dil a E Settings About ng aR Check for update BE Exit Figure 2 CETIS Context Menu The Context Menu is slightly different between the Personal Edition and the Enterprise Edition P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 3 User Guide CETIS Dialer for Lync 2 Operation cetis Personal Edition of CETIS Dialer For Lync Settings see paragraph 2 2 2 About see paragraph 2 2 1 Check for program updates see paragraph 2 2 3 Exit see paragraph 2 2 2 Enterprise Edition of CETIS Dialer For Lync Settings see paragraph 2 2 2 About see paragraph 2 2 1 Exit see paragraph 2 2 4 2 2 1 Menu item About Clicking on Ab
17. en For a description of the command line format and its parameters refer to paragraph 4 4 Using the Command Line C nN 2 Settings accomplished from within the dialog box Settings for CETIS Dialer For Lync 10 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 4 Configuring CETIS Dialer for Lync The User may modify some settings using the dialog box Settings for CETIS Dialer For Lync These settings override the settings on all other levels hard coded settings and command line parameters For details refer to paragraph 4 3 Using the Settings dialog box on page 16 You could even manually edit or create the Settings file although it is not highly recommended 4 1 1 Pre configured CETIS Dialer For Lync The Enterprise Edition of CETIS Dialer For Lync can be ordered pre configured e g by filling in the order form on lyndialer com In this case the settings you specify will be hard coded default values in the delivered software For more information refer to item a Pre set settings hard coded in the CETIS Dialer software of paragraph 4 1 Four Levels of Settings Configuration 4 2 Available Settings The following parameters may be modified Call Shortcut key see paragraph 4 2 1 Call Shortcut key Default Country see paragraph 4 2 2 Default Country Enabling or disabling automatic software updates see paragraph 4 2 3 Enabling or disabling Automatic
18. er line Comment lt Autostart gt StartupAsInstalled For further details see paragraph DoAutostart 4 2 8 Automatic start after logon on NoAutostart page 16 lt CallShortcutKey gt Alt 1 For further details see paragraph F8 4 2 1 Call Shortcut key on page 12 Windows K Ctrl Shift X etc lt DefaultCountry gt CH Two letter Country Calling Code e g DE CH for Switzerland DE for US Germany US for United States etc See also paragraph 4 2 2 Default Country on page 13 lt Language gt de Currently the languages English en en French fr and German fr de are supported See also paragraph 4 2 5 User interface language on page 15 lt LastSwUpdateCheck gt lt MaxLengthInternalNr gt 2 Telephone numbers with this number 3 of digits or less will be handled as 4 internal numbers 5 See also paragraph 4 2 6 Maximum 6 Length of internal phone numbers on page 15 lt PreserveClipboard gt true For further details see paragraph false 4 2 7 Preserving Clipboard contents on page 15 lt SettingsFormatVersion gt Do not change P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 23 User Guide CETIS Dialer for Lync 4 Configuring CETIS Dialer for Lync cetis INSTALLATION AND LICENSING 5 1 Personal Edition and Enterprise Edition There are two editions of CETIS Dialer For Lync Personal Edition and Enterprise Edition The following table shows the main difference
19. et should be sent directly to Lync the User can switch to Direct Calling by configuring this parameter accordingly Indirect Calling can be switched on or off either from within the Settings dialog box see paragraph 4 3 Using the Settings dialog box on page 16 or by using the corresponding command line parameter see paragraph 4 4 Using the Command Line on page 19 More information about the Call Box can be found in paragraph 2 1 1 Initiating phone calls if Indirect Calling is ON on page 2 A sample Call Box is depicted in Figure 1 on page 3 Note Independent of this setting the Call Box will always pop up if no text is selected in the active window or the selected text does not contain a reasonable Target phone number or e mail address 14 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 4 Configuring CETIS Dialer for Lync 4 2 5 User interface language The user interface is available in several languages currently English German and French By default CETIS Dialer adopts the language of the Windows operating system The user interface language can be changed either from within the Settings dialog box see paragraph 4 3 Using the Settings dialog box on page 16 or by using the corresponding command line parameter see paragraph 4 4 Using the Command Line on page 19 4 2 6 Maximum Length of internal phone numbers Telephone numbers with less or
20. g the appropriate program entry Refer to paragraph 4 2 8 Automatic start after logon on page 16 about configuring whether CETIS Dialer should start up automatically after logon Procedure to manually start the CETIS Dialer For Lync program 1 Click the Windows START button 2 Click on All Programs then CETIS and then CETIS Dialer For Lync As soon as the CETIS Dialer program runs the CETIS symbol amp will appear in the info bar showing the Tooltip CETIS Dialer For Lyno 3 2 Stopping the program Typically CETIS Dialer For Lync is always active after Logon If for some reason there is a need to shut it down it can be accomplished using the CETIS symbol in the info bar Procedure 1 Click with the left mouse button on the CETIS symbol Sin the info bar Refer to paragraph 2 2 Context Menu in Info bar on page 3 to find out where the info bar resides 2 In the context menu click Exit The program CETIS Dialer For Lync shuts down and the CETIS symbol disappears from the info bar Note If it is not possible to shut down CETIS Dialer For Lync as described above the last resort is to end the task using the Task Manager i Start Task Manager select tab Processes ii Select the process Cetis Dialer exe P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 9 User Guide CETIS Dialer for Lync 4 Configuring CETIS Dialer for Lync cetis iii Click on button End Process CONFIGURING CETIS DIALER FOR LYN
21. ge to set your Default Country to FR instead of US Note Changing the Default Country will not change the language of the user interface see also paragraph 4 2 5 User interface language on page 15 2 4 Clipboard CETIS Dialer uses the Windows clipboard temporarily to read the selected text from the active window Depending on configuration the original content of clipboard is either lost i e overwritten by the selected text or preserved In case CETIS Dialer is configured to preserve i e save and restore the clipboard recognition of the phone number may be delayed The delay depends on the size of the original contents of the clipboard If it takes a longer time to handle the clipboard CETIS Dialer may display an appropriate message above the info bar P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync 2015 Cetis Inc 2 Operation cetis More information about the clipboard behavior and how to configure it will be found in paragraph 4 2 7 Preserving Clipboard contents on page 15 2 5 Specifics when using TwixTel TwixTel is a phone directory and an associated program popular in Switzerland This program together with its related data base is available on CD ROM The User cannot select TwixTel phone number using CETIS Dialer in the usual way Instead the User needs to draw a fictional rectangle around the phone number in the same way as he or she would select a graphical object
22. he User has the option to override this setting see paragraph 4 2 8 Automatic start after logon on page 16 SOFTWARE UPDATES The program CETIS Dialer For Lync may be updated from time to time by the manufacturer Cetis Inc There are three options for how to check for updates and to install the new software a Check automatically for updates and install updates automatically currently only available for the Personal Edition of CETIS Dialer For Lync P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 27 User Guide CETIS Dialer for Lync Software Updates cetis e gt b Check manually for updates and install updates automatically currently only available for the Personal Edition of CETIS Dialer For Lync c Uninstall the current version and re install the new version Note During the software update process CETIS Dialer will be automatically stopped and started again 6 1 Automatic Software Updates Automatic Software Updates are only available for the Personal Edition of CETIS Dialer For Lync If Automatic updates are not disabled see 4 2 3 Enabling or disabling Automatic Software Updates on page 14 CETIS Dialer For Lync checks at irregular time intervals if there is a software update available on the servers of Cetis Inc If there is a newer version available CETIS Dialer For Lync will download it and update itself This is done silently in the background without any user intervention 6 1 1 Disabli
23. ile is in XML format and is stored in a folder belonging to the corresponding User E g in Windows 7 it is stored in C Users Username AppData Roaming CETIS Dialer for Lync UserSet or more general Suserprofile s AppData Roaming C tings CetisDialerForLyncSettings xml ETIS Dialer for Lync UserSettings CetisDialerForLyncSettings xml Please refer to the example file below lt xml version 1 0 encoding utf 8 gt lt DialerForLyncSettings xmlns xsi http www w3 xmlns xsd http www w3 org 2001 XMLSchema instance org 2001 XMLSchema gt lt Autostart gt StartupAsInstalled lt Autostart gt Language gt en lt Language gt lt DefaultCountry gt CH lt DefaultCountry gt lt EnableSwUpdate gt true lt EnableSwUpdate gt lt CallShortcutKey gt F10 lt CallShortcutKey gt lt IndirectDialing gt true lt IndirectDialing gt lt lt lt MaxLengthInternalNr gt 3 lt MaxLengthInternalNr gt PreserveClipboard gt false lt PreserveClipboard gt lt SettingsFormatVersion gt 4 lt SettingsFormatVersion gt lt DialerForLyncSettings gt Figure 7 Sample of Settings file CetisDialerForLyncSettings xml 22 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 4 Configuring CETIS Dialer for Lync Supported XML Elements Tag of the XML Element List of possible Content one example p
24. l contain a single msi file Start installation by double clicking the msi file The software will be installed per machine i e all Users using this machine have access to the CETIS Dialer For Lync program The Settings are stored per User in an xml file For details about the settings file see paragraph 4 5 Settings file on page 22 The software will not start automatically after installation If during installation the option Add CETIS Dialer For Lync to startup folder was set the startup link will be set for All Users The program starts automatically each time a User logs on 26 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 6 Software Updates Although the Enterprise Edition of CETIS Dialer For Lync will probably be installed using a software distribution tool we here describe the procedure for an installation on a single client 5 4 1 Install Option for automatic start Enterprise Edition During installation the Administrator can choose whether to start CETIS Dialer For Lync automatically each time the User logs on See also Figure 9 Dialog box for Install time option Enterprise Edition r 38 CETIS Dialer for Lync Enterprise Edition SS Select Options iP CETIS Dialer for Lync options V Add CETIS Dialer for Lync to startup folder Cancel lt Back Figure 9 Dialog box for Install time option Enterprise Edition T
25. nc using the Settings dialog box see Figure 5 below 16 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 4 Configuring CETIS Dialer for Lync x E Settings for CETIS Dialer for Lync i to aste c S Call Shortcut key F10 v Select a shortcut key that will initiate a call SETIS Dialer preserves contents of clipboard Language User interface language English z Call options v Indirect calling Always show CETIS call box Default Country defines how phone numbers without a country calling code are understood Switzerland M Country calling code 3 7 Max digits of internal phone numbers Software updates i v Enable automatic software updates Lastcheck 2015 02 06 14 12 Next check 2015 02 07 14 32 Path http www cetis ch download Updates DialerForLync2 Automatic Startup after Logon Start automatically after logon Click here for info about Enterprise Edition Figure 5 Dialog box Settings for CETIS Dialer For Lync Personal Edition Procedure 1 Click with the left mouse button on the CETIS symbol Sin the info bar Refer to paragraph 2 2 Context Menu in Info bar on page 3 to find out where the info bar resides P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 17 User Guide CETIS Dialer for Lync 4 Configuring CETIS Dialer for Lync cetis 2 In
26. ng cceeeeeeeeeee 14 4 2 5 User interface lanquage cccceeeeeeeeeeeeeeeeeeeeeeee 15 4 2 6 Maximum Length of internal phone numbers 15 4 2 7 Preserving Clipboard contents eeeeeeeeeeeeeees 15 4 2 8 Automatic start after lOQON ceeeeeeeteeeeeeeeeeeeees 16 4 3 Using the Settings dialog DOX ccceeceeeeeeeeeeeeeeeteeeeeeeeeeeeeees 16 4 4 Using the Command Line to apply settings ee 19 4 4 1 Command Line Examples cccecceeeeeeeeeeeeeeeeeees 20 45 SUMS fil Eestiga aiii eE 22 5 Installation and Licensing eeceeeeeeeeeeeeeeeeeeeeeeeeeeneeees 24 5 1 Personal Edition and Enterprise Edition 00 eeeeeee 24 5 1 1 Command Line Examples ceceeeeeeeeeeeeeeeeeeee 25 5 2 System Requirements ssiiesccscccecsiencnenetenccenmenccneusnenacenanexsuncueneie 25 5 3 Installation Personal Edition cceeeeeeseeeeeeeeeeeeeeeeeeeeeees 25 5 3 1 Install Option Start on Login eeeeeeeeeeeeeeeeeeeeeeeee 26 5 3 2 Install Option Start after Install eeeeeeeeeeeeeee 26 5 4 Installation Enterprise Edition ccceecccesseeeeeeeeeeeeeeeeeeeees 26 5 4 1 Install Option for automatic start Enterprise Edition 27 6 Software UPGates viciiscsiesinisnntinanasadaneeiedinvsanndivactwodanneninacnaoatan 27 6 1 Automatic Software Updates ccceeeeeeeeeeeeeeeeeeeeeeeees 28 P0476 0000 2 4f 2015 02 17 2015 Ceti
27. ng automatic software updates If itis undesirable to update the software without any user intervention the User has the option to inhibit both automatic update checks and automatic downloading See paragraph 4 2 3 Enabling or disabling Automatic Software Updates on page 14 for how to accomplish this 6 1 2 Interval to check for updates After starting CETIS Dialer it will take at least 10 minutes until an update check takes place After that the test will be repeated about twice a week 6 2 Manually initiated software updates In case automatic updates are disabled the User still has the option of manually checking and updating the CETIS Dialer For Lync software Refer to paragraph 2 2 3 Menu item Check for update on page 5 for how to accomplish it 28 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 6 Software Updates 6 3 General information about software updates 6 3 1 Finding information about software version and updates For diagnostic reasons some information about software updates is shown in the About box and in the Settings dialog box About box Software version and date Settings dialog box Last Check Date Time of last checking for Updates Date and time are displayed in ISO format yyyy MM dd mmi ss Next Check Expected Date Time of next checking for updates Date and time are displayed in ISO format yyyy MM dd mmiss Path Path to the server for d
28. ns some more information about the clipboard handling Note In Personal Edition of CETIS Dialer For Lync it is not possible to configure for preserving the clipboard contents i e the corresponding checkbox is inactive greyed out 4 2 8 Automatic start after logon During installation it can be opted to add CETIS Dialer For Lync to startup folder If the corresponding checkbox is not de selected CETIS Dialer For Lync starts automatically whenever the User logs on to the computer The behavior in Enterprise Edition is slightly different from the Personal edition For Enterprise Edition see Figure 9 Dialog box for Install time option Enterprise Edition on page 27 For Personal Edition see Figure 8 Dialog box for Install time options Personal Edition on page 26 The User may override the installation setting for automatic startup via the section Automatic startup after Logon in the Settings dialog box Refer to paragraph 4 3 Using the Settings dialog box on page 16 for how to use the Settings dialog box This parameter cannot be set in the command line Note If the Enterprise Edition is installed and the Option automatic start after logon was set there is a special mechanism to override this option by the User For more information refer to paragraph 5 4 1 Install Option for automatic start Enterprise Edition 4 3 Using the Settings dialog box The User may change some settings of CETIS Dialer For Ly
29. oaded from the web site www lyncdialer com The software downloaded is a compressed file CETIS Dialer For Lync Personal Edition Vn n nnn 0 zip it contains one single file named DialerForLyncPersonalEdition msi Follow the instructions on the Web page to install the software During installation you can configure two options see also Figure 8 Dialog box for Install time options Personal Edition The options are Install Option Start on Login see paragraph 5 3 1 Install Option Start after Install see paragraph 5 3 2 4 CETIS Server is a server based Web based CTI solution of Cetis AG P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 25 User Guide CETIS Dialer for Lync 4 Configuring CETIS Dialer for Lync cetis Shortcuts Set optional Shortuts and startup options V Add Dialer for Lync to startup folder V Start Dialer for Lync after install Figure 8 Dialog box for Install time options Personal Edition 5 3 1 Install Option Start on Login If you do not de select the checkbox Add Dialer for Lync to startup folder CETIS Dialer For Lync starts on each login to Windows 5 3 2 Install Option Start after Install If you do not de select the checkbox Start Dialer for Lync after install CETIS Dialer For Lync will start automatically after you have installed it 5 4 Installation Enterprise Edition The software is delivered as compressed file and wil
30. ortcut Field and the User must choose another Call Shortcut key 4 2 1 1 Suggested Call Shortcut key When the User clicks the down arrow of the combo box Call Shortcut key a list of suggested keys and key combinations will be shown Most of the suggested keys are keys that are not often used by Microsoft Windows Microsoft Office or Microsoft Internet Explorer Exceptions are namely Suggested keys F6 F8 F9 and F10 which are often used by other programs are the preferred keys in case the User wants to press only a single key to initiate a call 4 2 1 2 Other than suggested keys If the User prefers to use other than one of the suggested keys there are two workarounds Workaround A Using the Settings dialog box The User can type any key combination designators like CTRL X type without quotes into the Call Shortcut key combo box of the Settings dialog box To be sure that the key has been accepted the User should check it by closing the Settings dialog box and open it again The use of the Settings dialog box is depicted in paragraph 4 3 Using the Settings dialog box on page 16 12 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 4 Configuring CETIS Dialer for Lync Workaround B Using the command line Any key combination may be specified in the command line as long as the key is not already reserved by another application The use of the command line and its limit
31. out opens the About box see sample in Figure 3 About Box contains software version license info etc to show some key data about CETIS Dialer For Lync 2 2 2 Menu item Settings Clicking on Settings opens the Settings dialog box see sample in Figure 5 Dialog box Settings for CETIS Dialer For Lync Personal Edition on page 17 How to use the CETIS Settings dialog box is explained in chapter 4 Configuring CETIS Dialer for Lync on page 10 4 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 2 Operation About CETIS Dialer for Lync bo Product name CETIS Dialer for Lync Personal Edition Version 2 6 301 0 2014 12 03 P3047 MakeDef P 1400 DailyBuild be26e9cOffaf Copyright by Cetis AG Switzerland www cetis ch I Help http www cetis ch en cetisdialerforlync help Support support cetis ch Licensed to free Personal Edition License valid until 2099 12 31 Click here for info about Enterprise Edition I CETIS is a registered trademark of Cetis AG Lync is a trademark of Microsoft Corp Figure 3 About Box contains software version license info etc 2 2 3 Menu item Check for update This menu item is not available in the Enterprise Edition of CETIS Dialer For Lync Clicking Check for program updates will check if there is a software update available For more information refer to paragraphs 6 2 Man
32. ownloading installing the newest versions of the CETIS Dialer software 6 3 2 Information sent to the update server The program will not transmit any data besides its version number of the installed CETIS Dialer For Lync from its computer to the update server nor to any other place End of Document P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 29 User Guide CETIS Dialer for Lync
33. s Inc iii User Guide CETIS Dialer for Lync Table of Contents cetis 6 1 1 Disabling automatic software updates ceee 28 6 1 2 Interval to check for updates osssseeeee neeese 28 6 2 Manually initiated software UpdateS ceeeeeeeeeeeeeeeees 28 6 3 General information about software updates 0cceeee 29 6 3 1 Finding information about software version and UA Scat asstedaiccatinse i ccaaicctulbedeicenarewsspidiensitoaadennwanitedenwannves 29 6 3 2 Information sent to the update server eee 29 iv 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync Dear customer Congratulation for using CETIS Dialer For Lync In case you miss any feature or experience a problem in using our product please contact us Some undocumented features are built in in our product which may help to solve specific problems Also we will be glad to enhance our product to meet your individual requirements Your CETIS support team support cetis ch INTRODUCTION CETIS Dialer for Lync in this document sometimes also referred as CETIS Dialer is a software add on for the Lync client Lync is the software for unified communication from Microsoft This document contains information for Users and Administrators of CETIS Dialer For Lync CETIS Dialer For Lync enables the User to select a Target phone number or SIP address on the screen and press a pr
34. s between the two editions Program delivery Licensing Personal Edition downloadable from www lyncdialer com Currently free for installing on your personal device s If you want to distribute it in an organization the Enterprise Edition is required Enterprise Edition Download link will be sent by Cetis Inc Enterprise License order on www lyncdialer com Default Settings Fixed default values can be ordered with pre configured defaults Command Line No Yes parameters Clipboard preserving No Configurable Type of installation Per User Per machine no administrator rights needed administrator rights needed Updates Can automatically check for updates on Server of Cetis Inc and automatically download and install updates Updates distributed by Administrator Code is signed Yes Yes 24 2015 Cetis Inc P0476 0000 2 4f 2015 02 17 User Guide CETIS Dialer for Lync cetis 4 Configuring CETIS Dialer for Lync 5 1 1 Command Line Examples 5 2 System Requirements The systems requirements for CETIS Dialer For Lync are a Lync installation on the client computers b Operating systems Microsoft Windows 8 x Microsoft Windows 7 Vista c Net Framework 3 5 or higher d CETIS Dialer For Lync is installed on the client computers There is no CETIS Server component required 5 3 Installation Personal Edition The Personal Edition can be downl
35. ually initiated software updates on page 28 and 6 3 General information about software updates on page 29 2 2 4 Menu item Exit Clicking on Exit terminates the program CETIS Dialer For Lync See also paragraph 3 2 Stopping the program P0476 0000 2 4f 2015 02 17 2015 Cetis Inc 5 User Guide CETIS Dialer for Lync 2 Operation cetis 2 3 Recognizing phone numbers CETIS Dialer For Lync will cut off any selected superfluous text before and after the phone number CETIS Dialer For Lync recognizes and decodes several phone number formats within the selected text Numbers without a Country Calling Code will usually be recognized as domestic phone numbers This is true if the Country Calling Code is configured according to your country e g CH for Switzerland or US for United States See paragraph 4 2 2 Default Country on page 13 for configuring the Default Country Numbers with six or less digits will be recognized as internal phone numbers If the maximum length of internal numbers in your company is shorter than six digits it is highly recommended to configure CETIS Dialer For Lync accordingly Refer to paragraph 4 2 6 Maximum Length of internal phone numbers on page 15 for how to accomplish it CETIS Dialer displays the detected country in the Call Box The User may override the displayed country by clicking the down arrow of the dropdown box To and selecting the appropriate country from the list
36. xt Menu in Info bar ccceeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeees 3 2 2 1 Menu item About 20 20000 20 ceeeeeeeeeeeeeeeeeeeeeeeeeeeee 4 2 2 2 Menu 16M SOwinG Sic wisescseicecscccnsececrerereucrenerenccenerencnene 4 2 2 3 Menu item Check for update ccceeeeeeeeeeeeeeees 5 2 2 4 Menu MGT EWU srecasseretosetvasterstonctooetineebonutensebintnerboaiuastes 5 2 3 Recognizing phone NUMberS ccccceeeeeeeeeeeeeeeeeeeeeeeeeneeees 6 24 Clipboards acca reeiepateriedesdesadciederedepsdtedepatede 7 2 5 Specifics when using TWIXTel c cee eeeeseeeeeeeeeeeeeeeeeeeeeeeees 8 3 Starting and stopping the program ccccccceeseseeeeeeeeeeeeeeeeeees 9 3 1 Starting the DrOOR ANN secs eseceseeite hee eicecheeiaunuienicuatheenuesbesennchutiee 9 3 2 Stopping the program cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeenaaees 9 4 Configuring CETIS Dialer for Lync ssseseseeeeetteeeeeeeeees 10 4 1 Four Levels of Settings Configuration eceeeeeeeeeees 10 4 1 1 Pre configured CETIS Dialer For Lync ee 11 4 2 Available Settings cc cee eee eeceeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeeees 11 4 2 1 Call Shortcut KEY sccccc ccc cnnaceiadataveinedatanebadstadeioiciodebadents 12 4 2 2 Default COUMUY sis voencccctdineuteseten cid euceutsasetisetcemacunsmencee 13 4 2 3 Enabling or disabling Automatic Software Updates 14 4 2 4 Direct Calling or Indirect Calli
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