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Siemens HiPath SimplyPhone for Outlook/Lotus Notes V4.0

1. Entry in file Entry in the Description UCS registry CALL DATA OLStartAlways Start Outlook with SimplyPhone for Out X OLStartAlways True False look without dialog prompting 1 0 LastScanDate Date of the last e mail scanned by the In L X box Manager A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 29 Appendix Syntax of the registry entries 5 4 7 Entries under Solutions HLMData These entries concern the Customer License Agent CLA The following entries are taken from the SP Inst ini file during installation Entry in file Entry in the Description U C S registry CLAIpAddress CLAIpAddress IP address of the CLA CX 127 0 0 1 CLAIpPort CLAIpPort 61740 Port number of the CLA CX CLAConnection CLAConnection Connection retries with the CLA CX Retries Retries 3 CLAConnection CLAConnection Timeout for CLA connection retry in ms C X Timeout Timeout 5000 5s A31003 X7140 A100 3 76A9 02 2006 5 30 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 4 8 Appendix Syntax of the registry entries Entries under Solutions Teambar These entries contain the team configuration and are generated by the Teambar 5 4 8 1 Contains the general team configuration Entries under Solutions Teambar Member0 Entry in file Entry in the Description UCIS regis
2. A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 19 Installing SimplyPhone for Outlook Installing the driver and software in a first party environment 2 3 Installing the driver and software in a first party environment This section describes the correct sequence for the individual installation steps in a first party environment 2 3 1 Installing the TAPI Service Provider driver Find out where the installation files for the TAPI Service Provider drivers are stored installation CD or network drive The following table indicates which TAPI Service Provider driver you must implement depending on the telephone used and the communication system connected Fol low the installation instructions in the relevant TAPI Service Provider instructions This table shows which driver is required Communication optiPoint 500 410 420 optiset E with data adapter system connection over USB cable or connection over serial V 24 ca LAN ble HiPath 4000 CallBridge TU CorNet WP CallBridge TA CorNet WP HiPath 3000 5000 CallBridge Collection CallBridge Collection Hicom 300 E H CallBridge for Desktops CallBridge for Desktops A special USB cable Siemens serial number S30267 Z360 AS30 is needed for connecting the cli ent PC and telephone The telephone firmware must be MP01 03 or higher To check the telephone press lt until Service Menu Key appears on the disp
3. CallerlIdentServerList CRI CRIRemote Servicel CRIRemote Service2 2 2 1 3 Entering a server for paging In the folder SPCr dbserver open the file e Ex55 cfg for operation with Exchange 5 5 Server e Ex2K cfg for operation with Exchange 2000 Server e Ex2003 cfg for operation with Exchange 2003 Server use a text editor to define the server for paging Ex55 Ex2K Ex2003 cfg DBEnv ServerAddress SP SERVER 389 3268 Enter the name or the IP address of the ActiveDirectory server for SSP SERVERS Do not change the port number The Exchange Server name from the current profile is used in Outlook 2000 Outlook XP and Outlook 2003 which means that no manual change is necessary here A31003 X7140 A100 3 76A9 02 2006 2 8 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Preparing for installation on a client PC 2 2 1 4 Specifying data Specify the path to the Setup exe installation program in the configured network folder for us ers A TAPI provider must be installed on the client PC so that telephony functions can be used there 2 2 1 5 Preparation complete The preparations for installing SimplyPhone for Outlook are now complete Please note that the above descriptions only relate to a standard scenario Additional informa tion is provided in subsequent chapters A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 9
4. PARTNER IDENTI FICATION Supervi soriInterval Number Sched ule Supervi soriInterval Number Sched ule Number frequency of the comparison be tween the Contact Retrieval Index and the Exchange data in minutes Schedule frequency of the comparison between the Contact Retrieval Index and the Exchange data according to the set tings hourlyleveryl time start time end time gt lt time gt equals time in 24 hour format Ex ample hourly ev ery 1 15 start 8 00 end 22 00 or daily at time lt time gt equals time in 24 hour format Ex ample daily at 14 11 or weekly lt day gt lt time gt lt day gt lt time gt lt day gt lt t ime time equals time in 24 hour format day equals mon tue wed thu fri sat Or sun Example week ly mon 7 30 sat 23 00 m COMMAND_BARS AddressBook CRCommandBars List of interface providers separated by semicolons that make up the function bar in the address book dialog e g SPTel Telephony DATA SOURCES CrConfigPath USE LOCAL CrConfigPath Network path for the configuration files If the ini file contains the entry USE LOCAL the field in the registry remains blank and the local data in the installation directory s SPCR folder is used If the field in the ini file remains blank the path for set up exe is entered in the registry A31003 X7140 A100 3 76A9 02
5. 5 Enter the 4 or 5 digit extension number for example 65225 Leave the other default val ues but check if the country code the area code and the system number are correct s3 Configuration CAP TAPI Line Name and Line Number CAP TAPI data Enter a name for your telephone line and the telephone number in canonical format Enter this format split into two parts the number of the PBX and the extension Check Agent Line box for agent functionality Name CAP TAPI Number 49 89 722 fi 2345 Agent Line lt Back 6 Start the installation with the button Start 7 Terminate the installation with the button Done 8 You must restart the PC to complete the installation Do this by clicking OK A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 27 Installing SimplyPhone for Outlook Installing the driver and software in a third party environment 2 4 2 Installing TAPI 120 for HiPath 3000 with LIM module The following describes how to install the TAPI 120 V2 0 Service Provider together with a Hi Path 3000 with LIM module Up to five CTI clients can be operated on the LIM module If you need detailed information refer to the installation and configuration manual for HiPath TAPI 120 V2 0 If CTI TAPI is already installed on the PC it must first be uninstalled Administrator rights are required to install the HiPath TAPI 120 V2 0 driver 1 Install the inst
6. Installing SimplyPhone for Outlook Preparing for installation on a client PC 2 2 2 Preparations with multiple locations 2 2 2 1 Offering a location for selection You must remove the standard Default entry in the SP_Inst ini file to let the user choose from a selection of multiple locations during installation SP_Inst ini GENERAL Location You will find a detailed description of the other parameters in Section 5 3 1 SP Inst ini of the client component 2 2 2 2 Duplicating location specific data Open the Locations ini file with a text editor duplicate the entire section including De fault for each location and edit the entries in the duplicated section s as described in the section Preparations for default installation Replace the Default name with different location names which appear as selection op tions during installation for example Plant east Plant west Enter the name of the data source configuration file for each location under CRconfigFile Locations ini Location name CRconfigFile The entry for example CRconfigFile MyCompany cfg must be available as a file see next section 2 2 2 3 Duplicating data source configuration files Make a copy of the file SPCr_svc cfg in the folder SPCr with the name that you entered un der CRconfigFile for example MyCompany cfg The file SPCr svc cfg should remain unchanged and be kept as a template 2 2 3 Preparations for tie
7. Outlook is operated with Exchange Server The user employs a profile with which incoming e mails are routed either to the Exchange mailbox or an offline folder ost file The security settings cannot be modified therefore if the user employs another mail server or if he or she uses a profile with personal folders pst file For more information on modifying the security update go to http www microsoft com office ork 2000 journ OutSecUpdate htm To change the security settings the administrator must create a specific public folder on the Exchange Server and output a specific Outlook form A preconfigured Outlook form can be found in the same folder as this document A set of step by step instructions follows Changes on the Exchange Server To carry out these changes you must have appropriate Exchange Server rights 1 Log on to Exchange Server with Outlook 2000 Outlook XP or Outlook 2003 2 Check if there is a folder named Outlook Security Settings in the root of all public folders If not generate it Set the rights for this folder in such a way that all users have read autho rization for it 3 If the folder Outlook Security Settings already exists check if it contains an object with the subject Default Security Settings If so proceed as follows A31003 X7140 A100 3 76A9 02 2006 3 8 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 Partner identification service Installing on a server Open
8. CallBridge Collection V2 0 Hicom 300 US HiPath 4000 CallBridge TA TU CorNet WP V2 0 CallBridge for Desktop V1 45 CallBridge Collection V2 0 Call selected or current item Accept Call End Call x x x loptiClient 130 V4 0 Consultation Toggle Transfer Call XX LX X7 HiPath 3000 5000 Blind Transfer X XXX x x x HiPath 4000 XI XI X XxX X X Xx XI XI X XxX X X x XI XI X XxX X X Xx Redirect Incoming Call Conference x x x Add To Conference Remove From Conference Hold Connection XX LX LXXX x x x x x x Unhold x x x x x xix x x x x x x TAPI 170 V2 0 XX xix x x x x x gt lt x x x TAPI 120 V2 0 x X X X xXx X Xx x O1 x N XX X x x Call Back Camp On x x Intrude Pick up Call Within Group x x lt x XxX X x lt x X Ki x X XxX X x 5 8 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Configuring telephony data e N gt a e e Ta N N gt gt gt z o 8 o js js 68 lg So 2 o o sso Z S S S8 383 a svic ols sgas 8982582129 a2 x lt oS oal 99 2 2 29e amp 5 2 Es ES Es Egle el 4 4 no aan z Oo mm LE n O EIEEE 1 om _ s oO G G Q Telephony function rr rr
9. Deny logon locally amp g Enable computer and user accounts to 88 Force shutdown from a remote system 88 Generate security audits Rs Impersonate a client after authentication RS increase quotas ag increase scheduling priority 88 Load and unload device drivers RE Lock Pages in memory B Log on as a batch job Configuring an Exchange profile 1 Log on as user lt CTI Admin Everyone Users Po Backup Operators Everyone Users Po Power Users Admini Administrators Administrators SER Administrators Administrators Administrators SER Administrators Administrators Administrators Everyone Users Po Backup Operators Everyone Users Po Power Users Admini Administrators Administrators SER Administrators Administrators Administrators SER Administrators Administrators Administrators Check that the Microsoft Exchange Server information service has been in stalled If not install it One way of doing this is to install Outlook 2 Configure an Exchange profile with the mailbox CTI User To do this you must open the Mail icon in the Control Panel 3 Enter the profile as a default profile so that it can be used automatically by the Simply Phone Partner Identification service General CD The following profiles are set up on this computer MS Exchange Settings Remove Properties Copy When starting Microsoft
10. Entry in file Entry in the Description U C S registry GENERAL _KeysCopied If this value is higher than the value of the C X X _KeysCopied xU same name in the registry under HKEY CURRENT USER all relevant regis try entries are copied from HKEY LOCAL MACHINE to HKEY CURRENT USER when Simply Phone starts up GENERAL TerminalServer Runs in a terminal server environment if L X TerminalServer True False True is set GENERAL MailTypeToI Mail types that require a password for their L X MailTypeToI gnore contents to be read can be excluded from gnore automatic analysis Although you will not be prompted to enter a password when you select the mail you cannot set up a call to the sender either Mail types SMIME and SECURE are excluded by default These values can be overwritten or enhanced by adding types in the follow ing format type1ltype2ltypesl Any number of types can be entered and sep arated by Type names can be entered at any position in the mail type Silent in stallation is supported GENERAL Lan Interface language if it is not the same as C X X Lan guage DE EN the operating system language guage DE EN GENERAL InstallPath Installation directory L X InstallFolder A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 15 Appendix Syntax of the registry entries Entry in fil
11. PARTNER IDENTI ProvideMailIn Provide index for the mail address as well FICATION dex when generating the Contact Retrieval In ProvideMailIn True False dex dex 1 0 A31003 X7140 A100 3 76A9 02 2006 5 16 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Syntax of the registry entries Entry in file Entry in the Description UiC S registry PARTNER IDENTI ProvideOrigPho When generating the Contact Retrieval In L X X FICATION neIndex dex read the original telephone number ProvideOrigPho True False and create as an index this is used for neIndex 0 1 SimplyPhone PARTNER IDENTI OrigPhoneIn Name of the field from which the original L X X FICATION dexField telephone number is to be read OrigPhoneIn dexField C The CMC specific TAPI provider implementation is currently only available for CAP Advantage of TAPI Provider implementation Works not only for HiPath 4000 but also for HiPath 3000 and Hicom 150 Advantage of the SimplyPhone for Outlook implementation CMC can also be used for devices where the handset must be lifted to initiate a call Entry in file Entry in the Description U C S registry CPhoneProvid Name of the ActiveX server which imple C X er SPRules ments the CPhone interface CphoneUseOb Use Outlook contact folder or task folder C X jects as private address book or as callback list T
12. TELEPHONY EnableAddToCon Enable the Add To Conference function X EnableAddToCon ference ference 0 1 True False TELEPHONY EnableRemove Enable the Remove From Conference X EnableRemove FromConference function FromConfer True False ence 0 1 TELEPHONY EnableHold Enable the Hold Connection function X EnableHold 0 1 True False TELEPHONY Enable Enable the ntrude function X Enable CampOn CampOn 0 1 True False TELEPHONY EnableIntrude Enable the Camp On function X EnableIn True False trude 0 1 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 19 Appendix Syntax of the registry entries Entry in file Entry in the Description UCS registry TELEPHONY EnableGroup Enable the Pick up Call Within Group MX EnableGroup Pickup function Pickup 0 1 True False TELEPHONY Enable Enable the Direct Pickup function MX Enable Pickup Pickup 0 1 True False TELEPHONY EnablePark Enable the Park Connection function MX EnablePark 0 1 True False TELEPHONY EnableDirect Enable the Direct Park function MIX EnableDirect Park Park 0 1 True False TELEPHONY EnableForward Enable the Forward Calls function MIX EnableFor True Falsej ward 0 1 A31003 X7140 A100 3 76A9 02 2006 5 20 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 4 3 App
13. CorNet TS V2 0 CallBridge IP V2 0 Callbridge TA TU CorNet WP V2 0 Callbridge for Desktop V1 45 CorNet WP Hicom 300 US R6 5 6 6 optiClient 130 V4 0 e 3rd Party TAPI HiPath CAP V3 0 HiPath CAP V2 0 TAPI 170 V2 0 TAPI 120 V2 0 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Requirements First party environment SimplyPhone for Outlook can be operated with the telephones listed in the table Your system administrator must have checked and ensured the telephone requirements are met and your telephone must be correctly configured for the relevant features Ensure that the telephone is connected with the appropriate cable and is working The TAPI Service Provider driver required depends on the communication system and tele phone used The TAPI Service Provider driver should be installed as indicated in the appropri ate installation manual see also Section 2 3 1 Installing the TAPI Service Provider driver Communication optiPoint 500 410 420 optiset E with data adapter system connection over USB cable or connection over serial V 24 ca LAN ble HiPath 4000 CallBridge TU CorNet WP CallBridge TA CorNet WP HiPath 3000 5000 CallBridge Collection CallBridge Collection Hicom 300 E H CallBridge for Desktops CallBridge for Desktops A special USB cable Siemens serial number S30267 Z360 AS30 is needed for c
14. Germany Area code without leading zero e g 89 for Munich Phone number of the location e g 722 Trunk seizure e g 0 or 9 Trunk seizure international e g 0 7 Terminate the setup by pressing Next A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 29 Installing SimplyPhone for Outlook Installing the driver and software in a third party environment 2 4 4 Starting SimplyPhone for Outlook V4 0 plyPhone is put into operation for correct licensing on the server PC A CLA Cus tomer License Agent must also be installed on the server PC or on the relevant cli ent PC The CLA and CLM can be found on the installation CD If you can access the CLA a 30 day trial license is available for SimplyPhone You must use Customer License Management CLM during this grace period to activate the licenses for permanent operation on the CLS Central License Server and trans fer them to the CLA Customer License Management CLM must be installed on the network before Sim 1 Start MS Outlook SimplyPhone for Outlook then starts automatically 2 The following dialog appears when the Outlook startup is complete If you choose the op tion Start always with Outlook SimplyPhone for Outlook automatically starts at the same time as Outlook and this prompt stops appearing If you select the option Ask me on Out look Startup this prompt appears every time you sta
15. Oa bole Be la gibi aw ic oh eee nne a 5 34 5 6 1 Setup file switches 4 uei orato s eats bow eG ecw Sea mene Way ae leise em eae 5 34 5 6 2 Switch for the DIES BT 2 aod rua dia an Ww C Ca eo de ae eta eden 5 35 5 6 3 Switch for partner identification 0 0 5 35 5 6 4 Switch for the Inbox Manager 200 c eee eee ee eene 5 35 bac ProductinteglatlolT Ses cuticle vcro reb a eerte cn pru br Load ca re ep ac are es A 5 36 5 7 1 Integration with HiPath ComAssistant liliis sells 5 36 5 7 2 Interaction with Teambase exu dws ob wed edad aden Oa proxi RR Se AR ARA 5 36 5 8 List of abbreviations Glossary 22 esas n Les m REED ERE RE ER ARE 5 37 Index nad buck dbi s ee de SEE a fax CR Te deni art ta oi Rd C ha vd e Z 1 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 0 3 Contents A31003 X7140 A100 3 76A9 02 2006 0 4 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Copyright and Trademarks Copyright and Trademarks No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means mechanical electronic photocopying recording or otherwise with out prior written permission of Siemens The software described in this publication is furnished under a license agreement and may be used only in accordance with the terms of that agree ment All products named are trademarks or registered trademarks of their
16. Service 4 0 per form correct number conversion 3 Now enter the account name Domain CTI Admin and the password A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 3 5 Partner identification service Installing on a server ASWACTI Admin ex eea The SimplyPhone Partner Identification service runs under this account In other words this account is used to import the server address books A31003 X7140 A100 3 76A9 02 2006 3 6 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Partner identification service Installing on a server Starting a service SimplyPhone Partner Identification appears in the service overview Control Panel Ser vices 1 Start the SimplyPhone Partner Identification service Action view eS ain Ses r9 y H m Tree Name Description stet startapi togonas I Services Local By Remote Access Auto Connection Creates a connection to Manual LocalSystem By Remote Access Connection Mana Creates a network conne Manual LocalSystem By Remote Procedure Call RPC Provides the endpoint ma Started Automatic LocalSystem By Remote Procedure Call RPC Loc Manages the RPC name s Manual LocalSystem By Remote Registry Service Allows remote registry m Started Automatic LocalSystem Si Removable Storage Manages removable medi Started Automatic LocalSystem Sia Routing and Remote Access Offe
17. SphoneAB exe It is called up via COM by the dialer and the Outlook add in Contact Retrieval Manager The interaction of the components CRIMngr exe CRISvr exe and CRISvrCt exe is de scribed above under Architecture A31003 X7140 A100 3 76A9 02 2006 5 4 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Program architecture Contact Retrieval Client The SPCr exe process executes all LDAP accesses for paging and for partner identification both on the local and the remote CRISvr as well as on the LDAP address books Exchange global address book and Siemens Corporate Directory If a data source configuration file cfg is used SPCR checks if port 4999 is used In a ter minal server environment configuration TerminalServer TRUE this port number is re placed by the assigned port number CRILdapPort If an assigned port number is not found the default port number 4999 is assigned The Contact Retrieval Client is used by the address book the dialer the Rules Engine and the Inbox Manager Inbox Manager The Inbox Manager SPOMEvnt exe regularly checks the inbox for entries that have to be con verted into journal or job entries on the basis of the user settings PopUp Manager The PopUp Manager SPPopUp exe controls caller pop up display at the mouse pointer Reschedule Reschedule is activated with SPReschedule exe The Reschedule icon then appears on the SimplyPhone for Outlook toolbar and in th
18. change registry entries by means of a new installation this value can also be increased in the SP Inst ini file the True setting is always described in the description column Default settings are In the case of switches that can have one of the values True or False the effect of underlined The U column specifies how to proceed for this entry when copying registry entries from HKEY LOCAL MACHINE to HKEY CURRENT USER L Leave entry is not copied C Copy entry is copied overwrites old value if necessary M Merge entry is copied if the value has not yet been set Entries marked with L are read during the runtime of HKEY_LOCAL_MACHINE all other entries are read during the runtime of HKEY_CURRENT_USER Columns C and S show whether or not the entry is relevant to the client or the server A31003 X7140 A100 3 76A9 02 2006 5 14 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Syntax of the registry entries 5 4 1 Entries under Common Settings The following settings are taken from the locations ini file during installation Entry in file Entry in the Description U C S registry ShortDial lt n gt ShortDial lt n gt The fixed lines are saved under these val M X ues ShortDialEx n ShortDial Ex n The fixed lines are saved under these val M X ues The following entries are taken from the SP Inst ini file during installation
19. code for international calls Caution this setting had a different meaning prior to version 2 02 In many cases for example 00 had to be entered here but now only 0 is required CRconfigFile Name of the configuration file of the data source XPRCallerNo End digit for listening to the Xpressions450 voice mailbox for ex ample 1 XPRAccessNo Access number for the Xpressions450 voice mailbox for example 6400 ShortDial n Tie lines ShortDialEx n Further information on fixed lines 5 4 Syntax of the registry entries After installation the values remain in the registry under one of the keys HKEY LOCAL MACHINENSoftwareNSiemensNSimplyPhone Common Settings Common Settings Telephony Entry Settings Solutions Solutions CallData Solutions CalleriIdentification Solutions CPhoneOutlook Solutions HLMData Solutions Teambar TripelM When SimplyPhone for Outlook starts up the user specific values are copied to the HKEY CURRENT USER section of the registry if the Common Settings _KeysCopied value under HKEY LOCAL MACHINE is greater than the relevant value under HKEY CURRENT USER If values that were changed under HKEY LOCAL MACHINE are to become effective for all us A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 13 Appendix Syntax of the registry entries ers the value of KeysCopied under HKEY LOCAL MACHINE has to be increased by 1 If you want to
20. component CRISvrCt exe which uses this data to gen erate indices and prepares the data for CRISvr It then stops CRISvr exe updates its data base and then reboots CRISvr During this phase the CRI server is unavailable for partner iden tification for a short time a few seconds The intermediate file CRIData txt is then deleted ing for example for troubleshooting You must set the registry entry UpdateSave You can prevent the temporary file CRIData txt from being deleted during updat CRIData True for this for more information see Page 5 27 5 1 3 Components and processes All of the necessary processes are started and finished by the Outlook add in The individual processes that should be started or finished can be controlled via the registry Registry entry startup see Section 5 3 1 SP Inst ini of the client component Typically the dialer the Contact Retrieval Manager and the Inbox Manager are started Outlook add in The file SphoneOL9 d11 is registered during the installation process as an Outlook COM add in and runs in the processing area of Outlook Call Control Manager The Call Control Manager is implemented as the component SPTe1 exe It is used as a COM server by the Outlook add in the dialer and the address book Dialer The Dialer is implemented in the component Ctalkp exe The Rules Engine SPRules dll also runs in its processing area Address book The address book is implemented as the component
21. de fault value HiPath SimplyPhone Contact Retrieval CallerlIdentServerList Serveri Server2 List containing file names that must be available in the fold er Server directory default DBServer Enter the file name here of the server to be used for part ner identification QueryServerList lt Server1 gt lt Server2 gt List containing file names that must be available in the fold er lt Server directory gt default DBServer Enter the file name here of the server to be used for con tact retrieval ServerListDir Server list Subdirectory containing the data source configuration files 5 32 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Configuration file syntax 5 5 2 Data source parameters Entry Description DBEnv Version Version Version of the configuration file DBEnv DatabaseName Name of the data source This is shown in the dialog Contact Retrieval DBEnv ServerAddress Server name and port number of the data source You can manually enter the server DNS name or IP ad dress that should be used for this folder The local host IP 127 0 0 1 is specified for the Outlook specific search the name of the Siemens server is perma nently set for SCD In all other cases the keyword is SP Servers DBEnv SearchBase Node from where the search begins not relevant
22. e requirements in terms of hardware the platforms and the telephony infrastructure e pre installation preparations e installation in a first party or third party environment To use SimplyPhone for Outlook features a TAPI Service Provider for information exchange must be installed between the computer and telephone This default interface makes the com munication system connected accessible for TAPI compliant applications for example dialer SimplyPhone for Outlook and facilitates PC based telephony TAPI Telephone Application Programming Interface is a uniform interface for the international standard The TAPI Service Provider is available in first party and third party versions First party environment In TAPI First Party the telephone is directly connected to your PC for example over an adapter or USB and is also operated directly from your PC without rerouting via a server TAPI First Party therefore enables all applications compatible with Microsoft TAPI to operate the connect ed telephone Third party environment In TAPI Third Party the telephone is operated via a central server PC in the network The server PC provides the required telephone functionality on every client PC over the LAN Communi cation between server and clients is completely transparent and is conducted over the interfac es defined by Microsoft Microsoft TAPI compatible applications and enhanced CTI solutions Computer Telephony Integration can
23. files only have to be read locally performance is generally a little high er This is the default scenario copying is performed automatically during installation Ona server PC SimplyPhone for Outlook uses the folder SPCr on the server share Advantage Changes to the data source configuration files take immediate effect without changes on the client PC In this case the change must be entered in the file SP Inst ini To do this open the file SP Inst ini With a text editor and delete the parameter value USE LOCAL for the follow ing entry SP Inst ini DATA SOURCES CRConfigPath e If you delete the USE LOCAL value in the SP Inst ini file in the DATA SOURCES section under CRConfigPath then the local configura tion files are overwritten with the configuration files provided by setup even in the case of updates e If you leave the USE LOCAL value in the SP Inst ini file in the DATA SOURCES section under CRConfigPath then the new value CR ConfigNew entered in the same section becomes effective The following applies CRConfigNew False default the local configuration files are maintained and the configuration files pro vided by the setup are only copied to the destination computer if it doesn t already have any configuration files that is in the case of first time installa tion CRConfigNew True the local configuration files are overwritten by the configuration files provid ed with the setup
24. for Web In this case SimplyPhone for Outlook does not generate any Out look entries itself for those types of call Instead it checks the ComAssistant inbox at regular intervals for this type of call and then converts these into the Outlook entries that have been specified in the settings 5 7 2 Interaction with Teambase The configuration file Com o ini is only required for Teambase integration it is still supported for reasons of compatibility If Comfo family products have not been installed on the PC ComfoDesk Mail D ComfoPhone etc and if the file comfo ini is to be used the system variable PATH has to be extended as follows PATH PATH ComfoDir ComfoDir CDLL where ComfoDir is the directory containing the file com o ini The following entries can be made in the section CTalkP e teambase lt path name of the file for Teambase integration e overwrite 0 1 e AdrPathCPhoneAB lt path name of the personal telephone book gt This entry has priority over the relevant registry entry and it can also contain recursively the path name of another configuration file A31003 X7140 A100 3 76A9 02 2006 5 36 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix List of abbreviations Glossary 5 8 List of abbreviations Glossary Term Definition CLA Customer License Agent CLC Customer License Client CLM Customer License Management CLS Central License Server CRI C
25. for type NOTESR5 DBEnv DatabaseType SimplyPhone supports the types LDAP and NOTESR5 DBEnv TimeLimit Time in seconds after which a search is automatically can celled 0 unlimited DBEnv MaxRows Max number of required data records This value is overwritten by a corresponding value from the relevant data source server DBEnv Scope Specification of the search range The value should always be 2 whole subtree not relevant for type NOTESR5 DBEnv AuthUser User name DBEnv AuthPW User password A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 33 Appendix Command line switch 5 5 3 Attribute mapping The definitions for attribute mapping have the form AttrMap lt SpName gt lt AttributDatabase gt lt SpName gt represents the readable names for the internal attributes of SimplyPhone for Out look For partner identification the LDAP server field AttrMap Filter PI inthe cfg file must con tain a rational entry The default value for SCD searches is PhoneNumbers This is a specially defined field in SCD that can be used to perform an advanced search based on numbers The numbers are therefore stored in international format If this field is left blank there is a risk that a search that does not produce any results will end in a timeout 5 6 Command line switch 5 6 1 Setup file switches File name Setup exe Switc
26. in Date connection with UpdateFrequency A31003 X7140 A100 3 76A9 02 2006 5 26 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Syntax of the registry entries The following entries are transferred directly after HKEY Current User Entry in file Entry in the Description U C S registry UpdateSaveCRI When the CRI is being updated the inter M X X Da mediate product is written to a file CRIDa ta True False ta txt which is deleted afterwards by default You can use this switch to prevent this file from being deleted in order to be able to view the contents of the Contact Retrieval Index immediately UpdateProfile Name ofthe current Exchange profile X This is saved so that a change in profile can be established and an automatic CHI update can be initiated CRISvrProcID Process ID of the running instance of X CRISvr exe This is written to the regis try at startup in order to be able to auto matically exit and restart the process auto matically CRILdapPort This entry is written by SP It defines the L X port currently used by the local CHI 5 4 6 Entries under Solutions CPhoneOutlook These entries affect the behavior of the Outlook integration SPhoneOL9 d11 The following entries are taken from the SP Inst ini file during installation Entry in file Entry in the Description UCIS registry CALL_DAT
27. lines If tie lines are used between different locations the tie line number must be converted into a number in canonical format Otherwise partner identification is not possible for a call that uses the tie line You can do this by opening the Locations ini file with a text editor and adding the following parameters Locations ini Default ShortDial n Locations ini Default ShortDialEx n A31003 X7140 A100 3 76A9 02 2006 2 10 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Preparing for installation on a client PC The tie line number is entered in canonical format in front of the phone number and separated from it by a semicolon for example ShortDial1 96 49 89 636 The name of the tie line is then added followed by the country code for example ShortDialEx1 Neuperlach 49 If there are multiple tie lines for a single location the inputs are numbered consecutively on en try ShortDial2 etc 2 2 4 Preparations for the terminal server The trace file name must be specified in the registry if the trace is active The default trace is output to the installation directory with the default name Multiple versions of the same output are not permitted as they would cause mutual blocking here Therefore we recommend creating the trace files on a share that is then unique for each user The trace files that must be output under HKEY_Current_User SOFTWARE Siemens SimplyP
28. of the ini files 5 11 T TAPI 120 Service Provider 2 28 TAPI First Party 2 1 TAPI Service Provider 2 20 TAPI Third Party 2 1 Telephony infrastructure 2 4 Terminal server 2 11 Third party environment 2 1 Tie lines 2 10 Troubleshooting 4 1 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Z 1 Index Z 2 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual www siemens com hipath Bestell Nr A31003 X7140 A100 3 76A9 Siemens AG 2006 Siemens Communications HofmannstraBe 51 D 81359 M nchen Germany Reference No A31003 X7140 A100 3 76A9 Subject to availability Right of modification reserved
29. public Exchange contact folders For information on using multiple partner identification services see Sec tion 2 2 1 2 on page 2 8 Ex55 cfg for contact retrieval in the global Exchange 5 5 address book Ex2K cfg for contact retrieval in the global Exchange 2000 address book Ex2003 cfg for contact retrieval in the global Exchange 2003 address book Outlook cfg for contact retrieval in personal Outlook contact folders Contact cfg for contact retrieval in public Outlook contact folders A partner identification server is required to use Con tact cfg lt customer gt cfg for contact retrieval and partner identification in a cus Example SCD cfg tomer specific LDAP database in this example in the Sie mens specific SCD Siemens Corporate Directory The following overview provides an example of the interdependencies between the data source configuration files A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 17 Installing SimplyPhone for Outlook Preparing for installation on a client PC CRConfigFile SPCr_svc cfg eoiders VSPCr Jar up oe ph Docs 1 CallerIdentServerList CRI CRIREMOTE AES Locations ini QueryServerList Outlook SCD SpCr_svc cfg can and mapping LDAP config N PLA sse E j CRI cfg and mapping LDAP config Outlook cfg and mapping l SCD cfg RIREMOTE cf Folder SPCr d
30. respective company Copyright Siemens AG 2006 All rights reserved Subject to availability Right of modification reserved A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 0 5 Copyright and Trademarks A31003 X7140 A100 3 76A9 02 2006 0 6 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 1 Preface This chapter provides information on the following topics e Functional overview e Program documentation e Fonts and symbols used 1 1 Functional overview Preface Functional overview SimplyPhone for Outlook is a software package which enhances the functionality of Microsoft Outlook to include telephony features Outlook Manage and organize contacts appointments tasks e mails SimplyPhone for Outlook Telephony functions such as calling conferences toggling redirecting calling back telephone control with variable key assignment minuting calls making calls by selecting contact items identifying callers scheduling call tasks and callback lists telephone notes with Outlook mail e mail notification an so on A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Preface Program documentation 1 2 Program documentation The documentation for SimplyPhone for Outlook is available in different formats on the product CD Information on the mail client Microsoft Outlook can b
31. the Default Security Settings object Click the Programmatic Settings tab Set the following lines to Automatically Approve When sending items via Outlook object model When accessing the address book via CDO When accessing address information via CDO Close the form and confirm the memory prompt with Yes If not proceed as follows 1 Then open the file Default Security Settings oft in the Security folder in Windows Explor er You are then prompted to select an Outlook folder Select the folder Outlook Security Settings 2 Inthe open form select the entry Publish Form under Forms in the Tools menu Set the folder Outlook Security Settings in the drop down list at the upper edge of the window Enter the following in the field Display Name Outlook Security Form Click Publish 3 Close the form and acknowledge the memory prompt with Yes Checking Check the following registry key on the client HKEY_CURRENT_USER Software Poli cies Microsoft SecurityCheckAdminSettings This key must be set to 1 so that the default security settings work as described above A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 3 9 Partner identification service Installing on a server 3 10 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Troubleshooting FAQ Licensing errors 4 Troubleshooting FAQ This chapter provides information on the followin
32. 2 0 3 0 you need a password to access a TAPI line You are re quested to enter this password at the first access attempt A31003 X7140 A100 3 76A9 02 2006 5 6 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 2 5 2 1 Appendix Configuring telephony data Configuring telephony data Overview of TAPI functionality A TAPI Service Provider that supports TAPI V2 0 or higher is required to run SimplyPhone for Outlook SimplyPhone for Outlook has been released for use with the following providers e 1st Party TAPI CallBridge Collection V2 0 Callbridge TA TU CorNet TS V2 0 CallBridge IP V2 0 Callbridge TA TU CorNet WP V2 0 Callbridge for Desktop V1 45 CorNet WP Hicom 300 US R6 5 6 6 optiClient 130 V4 0 e 3rd Party TAPI HiPath CAP V2 0 HiPath CAP V3 0 TAPI 120 V2 0 TAPI 170 V2 0 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 7 Appendix Configuring telephony data 5 2 2 System requirements for functionality The telephony functions are available in various different circumstances The functions that can actually be executed depend on which functions the telephony service provider indicates as be ing executable depending on the current status of the telephone The following table shows which functions are basically available from the various providers Telephony function HiPath CAP V2 0 V3 0 HiPath 4000 HiPath CAP V2 0 V3 0 HiPath 3000 5000
33. 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 25 Appendix Syntax of the registry entries Entry in file Entry in the Description U registry GENERAL ExchangeUseDy Usea dynamic profile Exchange Server namicProfile Should be set to True for all operating sys DynamicPro True False tems released Windows 2000 Server and file 1 0 Windows Server 2003 GENERAL ExchangeMail Name of the Exchange Server ExchangeMail boxServ Should be set to True for all operating sys boxServer er True False tems released Windows 2000 Server and Windows Server 2003 GENERAL ExchangeMail Mailbox name of the account ExchangeMailbox box True False Should be set to True for all operating sys tems released Windows 2000 Server and Windows Server 2003 CriLdapPor for terminal server only L tRange Defines the port range used by the dynam ic port assignment default range 4999 5499 Syntax input of start port and end port separated by semicolons for example 4999 5999 The following entries cannot be configured for the installation Entry in file Entry in the Description U registry PathCRI Path of the folder for the CRI data and the C PathName cache data The following entries are not written during installation Entry in file Entry in the Description U registry UpdateValue Date of the last CRI comparison is used
34. 7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 0 1 Contents 2 4 2 Installing TAPI 120 for HiPath 3000 with LIM module 2 28 2 4 3 Installing SimplyPhone for Outlook V4 0 00000 ee 2 29 2 4 4 Starting SimplyPhone for Outlook V4 0 0 060 es 2 30 3 Partner identification Service 2 00 cece 3 1 3 1 Importance of installation es jessie whe e hats pce cti Qna Oa Oka te hs 3 1 3 2 Configuring a user and mailbox szsu o oa beweeheey RE a ROSE ke sade 3 1 3 2 1 LAN domain controller Windows 2000 Server Windows Server 2003 and Exchange 5 5 uocis adr edics Meri Decr ofc Moo e eec ate a bk p Du Jte La Mare 3 1 3 2 2 LAN domain controller Windows 2000 Server Windows Server 2003 and Exchange 2000 Exchange 20039 o iere aceite wi hie Der derit e Fe oca eno ate earn 3 2 3 9 ASSIGNING local tights x aul eue te decet o att code macte ks cee amare apr Mode dui boe eed 3 3 3 83 1 Partner identification service under Windows 2000 Server Windows Server 2003 3 3 3 4 Installing ard Semet Lu ieu edt tg e do De Seit erc Te rad nd a rius rA os 3 5 3 4 1 Uninstalling the software 3 5 1e ids Re ode m Rok ew ed 3 7 3 4 2 Warnings in Outlook s s asaan cnp Oa e oer hd oq DP Meroen 3 8 4 Troubleshootlng FAQ wd Eee e E ra wee teeta RE ER 4 1 4 1 Licensitiq BITOIS cis sa nasan due VIC Ina arae m oA ek ee Che Do Por eee ee 4 1 4 2 No response from SimplyPhone for Outlook compone
35. 9 02 2006 5 2 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Program architecture 5 1 2 Partner identification CRI Server CRISvr exe is an LDAP server which contains data which is extracted from the contact files of Outlook Exchange or from the global Exchange address book Its function is to make this data accessible via indexed telephone number entries so that a high performance search via telephone numbers is possible CRI Manager The CRISrv is first loaded and is checked against the data in Outlook Exchange periodically by the Contact Retrieval Index Manager CRIMngr exe The user can specify for the CRI Man ager on the client whether the comparison should only be triggered manually or whether it should take place under certain conditions when SimplyPhone for Outlook starts up Partner Identification tab in the Settings dialog The CRI Manager on the server side is installed as an NT service that is started automatically when the PC boots It starts CRISrv exe itself Comparison of the data of the CRISvr with the Exchange data by the CRI Manager is time con trolled A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 3 Appendix Program architecture When comparing the data the CRI Manager scans the contact folder in Outlook Exchange or the global address book via the ActiveX interface CDO and writes the relevant data to a file CRIData txt It then calls up the
36. A OnInboundCall Open journal entry with incoming calls LX OnInboundCall True False lt Ac Possible values for action 1 0 lt Action gt tion gt NOTHING JOURNAL write JOURNAL DISPLAY open CALL DATA OnlInboundCall Write task entry with unanswered incom IL X OnInboundCall Failed ing calls Failed True False lt Ac Possible values for Action 1 0 lt Action gt tion NOTHING TASK write JOURNAL write A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 27 Appendix Syntax of the registry entries Entry in file Entry in the Description U C S registry CALL_DATA OnOutboundCall Open journal entry with outgoing calls L X OnOutbound True False lt Ac Possible values for Action Call 1 0 lt Ac tion gt NOTHING tion gt JOURNAL write JOURNAL DISPLAY open CALL_DATA OnOutboundCall Write task entry with unanswered outgo L X OnOutboundCall Failed ing calls Failed True False ac Possible values for Action 1 0 lt Action gt tion NOTHING TASK write JOURNAL write CALL DATA OnPickupCall In the event of indirect incoming calls L X OnPickupCall True False lt Ac open message to original addressees 1 0 lt Action gt tion Possible values for Action NOTHING JOURNAL write JOURNAL DISPLAY open DRAFT Save draft MAIL send MAIL DISPLAY open CALL DATA OnPickupCall Execute Action for indirec
37. Office Outlook use this profile Prompt for a profile to be used Always use this profile vs Exchange Settings 3 4 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Partner identification service Installing on a server Modify the SP_Inst ini file The following changes are needed in the SP Inst ini file in section General for instal lation under Windows 2000 Server Windows Server 2003 ExchangeUseDynamicProfile 1 ExchangeMailboxServer ServerName Exchange Mailbox CTI ADMIN in Exchange 2000 Exchange 2003 Exchange Mailbox CTI USER in Exchange 5 5 The partner identification service can also be used for contact retrieval in an enhancement In addition to data required for partner identification additional information such as the company and an address is stored for this function This can be used for example to search for contacts in public folders see Section 2 2 7 Configuring additional data sources File SP Inst ini section PARTNER IDENTIFICATION CRExtendedAttributes 1 3 4 Installing on a server Installation is identical under Windows 2000 Server and Windows Server 2003 Installing a service You need an ID with administrator rights to perform installation 1 Start the Setup exe program in the folder Partner Identification Service 4 0 2 Enterthe data on your telephone system This helps Partner Identification
38. Open Miscellaneous error 30 ComponentInitTerm Component Initialisation Termination 40 Class Initialisation 50 FuncCallsEventProc Calls 60 Function Calls FormClassInitTerm Form Termination Function Event Procedures FuncCallsEventProcParams Event Procedures ParamIn ParamOut Result 70 MethodCalls 80 MethodCallsParams 90 PropertyGetLetSet 100 A11 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 4 2 Appendix Syntax of the registry entries Entries under Common Settings Telephony These entries control the choice of enhanced telephony functions available Entry in file Entry in the Description CS registry TELEPHONY EnableCallback Enable the Call Back function X EnableCall True False back 0 1 TELEPHONY Enable Enable the Consultation function X Enable SwapHold SwapHold 0 1 True False TELEPHONY EnableTransfer Enable the Transfer Call function X EnableTrans True False fer 0 1 TELEPHONY EnableRedirect Enable the Redirect Incoming Call func X EnableRedi True False tion rect 0 1 TELEPHONY EnableBlind Enable the Blind Transfer function X EnableBlind Transfer Transfer 0 1 True False TELEPHONY EnableConfer Enable the Conference function X EnableConfer ence ence 0 1 True False
39. P Inst ini This is controlled with the pa rameter InstallCLA True False CLA installation no CLA installation In the case of Third Party TAPI CLA installation is not performed as part of the SimplyPhone setup but can be carried out with the INI file SP_Inst ini This is controlled with the param eter InstallCLA True False CLA installation no CLA installation When installing the CLA in the course of SimplyPhone setup the CLA is installed in the folder Licensing License Agent under the SimplyPhone installed The user requires write au thorization here to save the license file or the license key After installation CLA is automatically started as a service and appears as the process cla exe in the Task Manager CLM is not installed as part of the SimplyPhone setup However CLA and CLM are supplied on the installation CD A31003 X7140 A100 3 76A9 02 2006 2 14 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Preparing for installation on a client PC The CLA is automatically installed during first party installation The CLA is not installed during third party installation and must therefore be provided on a server in the customer network Initial startup of SimplyPhone is not possible without CLA The IP address of this server and the port number of the CLA this must be set during CLA in stallation must be made known to the SimplyPhone These parameters can be set during in st
40. Properties 21 Type the name of a program Folder document or In the dialog that appears set the start type to automatic and log on as local system ac count Close the dialog with OK 3 If the service cannot be started the first time select Start Programs Siemens HiPath CTI and click the option Update Partner Identification Updates can take a few hours if the data volume is very large 4 Try starting the service again once the progress bar has finished 3 4 1 Uninstalling the software Uninstallation is performed under Control Panel Add Remove Programs A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 3 7 Partner identification service Installing on a server 3 4 2 Warnings in Outlook Problem description Microsoft has issued an update for Outlook 2000 with enhanced security features for greater protection against virus attacks and the like This product is called Outlook 2000 Update SR1 Extended E mail Security When using this application or else Outlook XP or Outlook 20003 which incorporate these security features Outlook displays warnings whenever an application tries to access address data for example in the contacts But this is exactly what the partner identification service is designed to do Solution To solve this type of problem Microsoft created a way to modify the security settings for Out look This however is subject to the following restrictions
41. SIEMENS Global network of innovation HiPath SimplyPhone for Outlook Version 4 0 Administrator Manual Contents Contents T 1 C 3 5 To S ERNE SEE be Ad si iae Ceo e ache de Ea TE ci b vii c 1 1 1 1 Functional oVerviBg Ws Xa 343 ted pod eddie cad Ree eA le cdd d ER mot 1 1 1 2 Program documentation s 2 2 2 ado di pinks acri toh Nm Ae Ae ete la dire A Roh Bog e ape ird 1 2 1 3 Fonts and Symbols USB c aen Ri 9e ic fao ee AC 1 2 2 Installing SimplyPhone for Outlook eslslleeee seres 2 1 NM Seca RC 2 2 2 1 1 Client POTATO WASTE s cope hee atit ee EP bebo mt kreeres 2 2 2 2 S6mer PC haldWalexou scc cee ee ee E e Echecs QEEIEWER DP ERES E 2 2 213 Clignb PO SoftWare so receta Ries do Mi peste nn ERE m epis etie 2 2 2 1 4 Server PC software Eres etes m ws etnia eor erede a beley ee does 2 3 2 1 5 Telephony infFastftclll e a 14 uarie pce Ro uz c e hy Cc B EC OX ROS RR ac 2 4 2 2 Preparing for installation ona client PC lllliilllslllllselllesns 2 7 2 2 1 Preparations for default installation 0 0 eee eee 2 7 2 2 1 1 Entering telephony data s xcu ope Lebe xm C QE DD 3 9 neon e Cin 2 7 2 2 1 2 Entering a server for partner identification 2 8 2 2 1 3 Entering a server for Daglfig ask meii ok Cae he tog toe ek Re e e 2 8 2 2 1 4 Specifying dala sia ea race sg mee BP are eee eee SERRE qua iE 2 9 2 2 1 5 Preparation complete boo ex ur aee one eet dt pl
42. allation CD and start the setup exe file in the relevant TAPI 120 V2 0 di rectory 2 Select TAPI 120 SP V2 as the setup type and follow the instructions for the setup routine 3 The TSP configuration dialog opens automatically once the TAPI has been successfully in stalled Select LIM as the system and enter the necessary parameters here own phone number DID only name of the TAPI line freely selected IP address of the LIM module port number of the LIM module 4 Finish configuration with OK Installation is now complete You must restart the PC Start Settings Control Panel Phone and Modem Options Advanced You can also modify the configuration later in the configuration dialog by selecting lt Name of the TAPI line gt Configure A31003 X7140 A100 3 76A9 02 2006 2 28 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Installing the driver and software in a third party environment 2 4 3 Installing SimplyPhone for Outlook V4 0 Ensure that the necessary software is available on a CD or via a remote server In general the administrator prepares the system for the installation of SimplyPhone for Out look He or she places the installation files in a released network path and preconfigures the installation so that SimplyPhone for Outlook is optimized and ready for operation immediately after installation If this is not the case and you have to
43. allation with the file SP Inst ini CLA can also be used to set the number of connection retries and the timeout for connection retries These settings can be found in the section HLM CLAIpAddress IP address of the CLA Default 127 0 0 1 CLAIpPort Port number of the CLA Default 61740 CLAConnectionRetries Connection retries with the CLA Default 3 CLAConnectionTimeout Timeout for CLA connection retry in ms Default 5000 5s The values set are copied to the registry under HKEY LOCAL MACHINE SOFTWARE Siemens SimplyPhone Solutions HLMData These values are copied to the user area the first time SimplyPhone is started up and can be modified there for each user HKEY_CURRENT_USER Software Siemens SimplyPhone Solutions HLMData The above mentioned values can be modified during live operation in the Settings dialog on the Licensing tab accessed via the SimplyPhone context menu Another setting in the installation file SP Inst ini controls the mode used and the CLA li censing files UsedTAPIServiceProvider FirstPartyTAPI ThirdPartyTAPI The FirstPartyTAPI setting is intended for use with CallBridge Collection CallBridge for Desktop and optiClient In this case the HLM mode is Remote ThirdPartyTAPI is for TAPI120 TAPI 170 and CAP In this case the HLM mode is Floating Standard This setting should not be modified as it is used for license generation The SimplyPhone installation directory contains grace
44. are in a third party environment 2 4 Installing the driver and software in a third party environment This section describes the correct sequence for the individual installation steps in a third party environment 2 4 1 Installing the CAP TAPI Service Provider driver If you need detailed information refer to the service manual for HiPath CAP V3 0 TAPI Service Provider You can change the TAPI installation settings prior to installation by modifying the file set upTAPI ini This file can be found in the same folder as the file setupTAPI exe on the in stallation CD Do not forget to delete the comment reference at the start of each line that you want to au tomatically execute in every installation routine 1 Call up the file setupTAPI exe in the installation directory CTI_CD_SimplyPhone_Produkte_Edition_yyyy_mm_dd Software 2 Select the required setup language and click OK Follow the installation program instructions 4 Enter the IP address of the CAP server ask your administrator The default port number must not be changed E Configuration CAP Management IP Address and Port Number CAP Management data Please enter the IP Address and Port Number for CAP Manangement IP Address Port Number 127 0 0 1 et 70 A31003 X7140 A100 3 76A9 02 2006 2 26 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Installing the driver and software in a third party environment
45. art always with Outlook C Ask me on Outlook Startup Exit Now 3 The system searches for a valid license during SimplyPhone startup If it does not find a valid license the user can only operate SimplyPhone for 30 days known as the grace pe riod time The user must acquire a valid license key in the course of this grace period The user is prompted to log on every time he or she starts the application during this period You can purchase the license key via the CLS Central License Server by specifying the registration number MAC address of the client PC The registration number is indicated on the Software Registration dialog when you click Register The license is linked to this MAC address You must purchase a new license each time the MAC address is changed for example if you replace the LAN card A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 23 Installing SimplyPhone for Outlook Installing the driver and software in a first party environment Using SimplyPhone during the grace period time Click OK in the Software Registration dialog JE Software Registration i HiPath SimplyPhone for Outlook will continue to run for 30 days without registering Register Registering SimplyPhone during the grace period time Click Register in the Software Registration dialog Enter a valid license key in the Enter License Key field and click OK this fi
46. bserver 2 CES Random LDAP data sources can also be configured To do this you must make an appropriate entry in the main configuration file default SPCr svc cfg you must create a CFG file in the folder SPCr dbserver this file should contain suitable attribute mapping for the relevant LDAP server Do not make any changes to the mapping list entries such as AttrMap dn dn N etc for the existing data source configuration files because these entries govern correct communication between SimplyPhone for Outlook and the server source configuration file used as described in the sections Entering a server for The server MUST be correctly entered under DBEnv ServerAddress in the data paging and Entering a server for partner identification More information on the syntax of the configuration files and attribute mapping can be found in the Appendix A31003 X7140 A100 3 76A9 02 2006 2 18 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Preparing for installation on a client PC Data source configuration files on client or server PCs There are two ways to use the data source configuration files Ona client PC During the runtime SimplyPhone for Outlook accesses a copy of the folder SPCr that was copied to the client PC during setup Advantages The search function is available even if the server share cannot be accessed As the configuration
47. ck 3 or later e Exchange Version 5 5 Service Pack 4 or later e an older version of SimplyPhone HiPath Xpressions Outlook Extension HXOE HiPath Xpressions Extension HXE the partner identification service cyPHONE SimplyPhone for Outlook V4 0 does not support any of the following programs for the terminal server e Citrix MetaFrame XP e Microsoft 2003 Terminal Server e Microsoft 2000 Terminal Server 2 1 4 Server PC software SimplyPhone for Outlook has the following minimum server PC requirements e Windows 2000 Server Service Pack 3 or later e Windows Server 2003 for the partner identification service The partner identification service is released for e Outlook 2000 with CDO e Outlook 2003 with CDO e Outlook XP with CDO e Exchange Admin e Exchange 2003 e Exchange 2000 Service Pack 3 or later e Exchange Version 5 5 Service Pack 4 or later The server must be located in the same domain as the Exchange Server or in a domain known to the Exchange Server s domain A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 3 Installing SimplyPhone for Outlook Requirements 2 1 5 Telephony infrastructure A TAPI Service Provider that supports TAPI V2 0 or higher is required to run SimplyPhone for Outlook SimplyPhone for Outlook has been released for use with the following providers e 1st Party TAPI CallBridge Collection V2 0 Callbridge TA TU
48. ditional data sources Otherwise you must take the following functional restrictions into account The search dialog does not produce search results Partner identification is only performed on the basis of your personal contact folder Installation procedure 1 Ensure that the user ID you used to log on and you want to use to install the program is assigned administrator rights The program cannot be correctly installed without adminis trator rights 2 If you have already installed an earlier version of SimplyPhone for Outlook you should unin stall it first select Start Settings Control Panel Add Remove Programs 3 Ensure that one of the mail clients listed under the software requirements is installed for example Microsoft Outlook 2000 If the mail client is open close it now 4 Startthe Setup exe file from the network drive or if necessary from the software CD If necessary ask your administrator where the software is stored on the network 5 Follow the installation instructions for the setup program 6 Enter the following information during the installation routine Country code without leading zero e g 49 for Germany A Area code without leading zero e g 89 for Munich Phone number of the location e g 722 Trunk seizure e g 0 or 9 Trunk seizure international e g 0 7 Terminate the setup by pressing Next A31003 X7140 A100 3 76A9 02 2006 HiPath Sim
49. e Entry in the Description registry Startup Startup File name of the executable files that are to be started when the application starts up these are separated by a semicolon Default cTalkp exe CRISvr exe SPOMEvnt exe TELEPHONY TelProvider Class names of the telephony systems to TelProvider be used separated by a semicolon The following values are used SPTel Tapi for any TAPI provider SPAtoXpr Telephony for HiPath Xpressions Outlook Extensions Basic TELEPHONY CMCEnabled Display setting dialog for CMC CMCEn True False abled 0 1 TELEPHONY CMCUse Use CMC CMCUse 0 1 True False TELEPHONY CMCTagCode Tag to identify the CMC code entries CMCTagCode Default CMC TELEPHONY CMCManu The handset has to be lifted manually at CMCManu al the terminal in order to be able to dial the alLift 0 1 Lift True False CMC code TELEPHONY CMCPromptDura Timeout in seconds for the request to pick CMCPromprDura tion up the handset after dialing a number with tion CMC code TELEPHONY CMCPause Pause before dialing the CMC code Only CMCPause implemented for international calls TELEPHONY CMCTapi This value must be set to True for the CMCTapi 1 True CMC functionality to work correctly TELEPHONY TelAdressing In the case of outgoing calls this character TelAdressing Postfix can be appended to the dialed number Postfix Mostly signals the end of the charac ter string to the telephone system
50. e dialer The icon activates as soon as a task or journal item is selected Team Assistant for third party environment only The Team Assistant is activated with SPTeam exe The Team Assistant appears as a separate window that can also be displayed as a desktop bar You can enable or disable automatic Team Assistant appearance on startup with an option under Settings General A team can contain up to 20 members You must set up a separate TAPI line with the relevant TAPI Service Provider for example TAPI170 CAP V2 0 CAP V3 0 for each team member SimplyPhone detects the TAPI lines configured on startup and automatically generates a team member from each line To use the Team Assistant you need a valid HiPath License Management license for third party TAPI When operating with CAP V2 0 V3 0 valid CAP licenses are needed for every monitored line A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 5 Appendix Program architecture Example A team of three persons A B C is using the Team Assistant Member A uses a line and has access to B and C over the Team Assistant Member B uses a line and can access A and C over the Team Assistant member C uses a line and can access A and B In total three valid CAP licenses are needed TAPI 170 does not differentiate between licenses for open and monitored lines Every team member needs a TAPI 170 license in this case When operating with CAP V
51. e found in the online help on Microsoft Outlook The following information sources are available for SimplyPhone for Outlook Installation and Administrator Manual as PDF This manual contains detailed information on the installation and administration of Simply Phone for Outlook and is available as a softbook in electronic format PDF You can open and read it using the free Acrobat Reader software from the Adobe Acrobat product fam ily Operating Manual as PDF This manual explains how to use SimplyPhone for Outlook and is available in electronic for mat as a softbook PDF You can open and read it using the free Acrobat Reader software from the Adobe Acrobat product family Online help The online help provides explanations covering all areas of the user interface 1 3 Fonts and symbols used the OK button Buttons and menus are marked using bold font file Llocalhost cfg Files or directories are indicated using courier font lt Wildcard gt Entries or output that may vary according to the specific situa tion are enclosed in angle brackets Notes or recommendations are indicated using this symbol j Warnings that you must consider are indicated using this symbol A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook 2 Installing SimplyPhone for Outlook This chapter provides information on the following topics
52. ed Fixed lines are saved in the registry under HKEY CURRENT USER in other words user specif ically But they can also be edited globally for each installation If data is copied from the registry branch HKEY LOCAL MACHINE to HKEY CURRENT USER after installing an upgrade any user specific fixed lines that already exist are retained A31003 X7140 A100 3 76A9 02 2006 5 10 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 3 Syntax of the ini files Appendix Syntax of the ini files The most important entries in SP inst ini and locations ini are explained below For more explanations refer to the two ini files in the SimplyPhone installation directory 5 3 1 SP Inst ini of the client component Section Entry Description GENERAL _KeysCopied 4100 During installation all registry entries are written to the HKEY_LOCAL_MACHINE branch SimplyPhone for Outlook copies user specific entries from there to the HKEY_CURRENT_USER branch at startup if the _KeysCopied under HKEY LOCAL MACHINE is greater than the value under HKEY CURRENT USER Thus by raising the value in SP Inst ini modi fied values can come into effect for all users following a new installation Default 4100 GENERAL Location Name of a section in the file Loca tions ini Suppresses the dialog for se lecting a location during installation GENERAL InstallFolder Default value for the folder in which the ap plicatio
53. ed StopCRI The contact retrieval server is closed UpdateCRI Anew contact retrieval database is created The contact retrieval server Show is then started irr uf ShowProgress the individual steps for generating the contact re trieval database are displayed in a window LogFile the steps required for generating the contact retrieval data base are contained in a log file I NTAccount The application CRIMngr is installed as NT Service SimplyPhone password Partner Identification The account under which the service is to run can also be specified with a password u The SimplyPhone Partner Identification service is uninstalled In a terminal server environment configuration only the startup parameter for CRISVR EXE is changed in accordance with CRILdapPort The folder names that feature the port number 4999 remain unchanged 5 6 4 Switch for the Inbox Manager File name SPOMEvnt exe Inbox Manager Switch Description Start Starts the Inbox Manager Stop The Inbox Manager closes a second instance of itself that may be open and then closes down A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 35 Appendix Product integration 5 7 Product integration 5 7 1 Integration with HiPath ComAssistant Outlook entries can be generated as required for unanswered incoming calls using ComAssis tant SimplyPhone
54. ed between the phone number supplied by the telephone system and the phone numbers in the address data for partner identification in incoming calls If you add POL x to a location number 1 is the only country code that works for example USA Canada x can be either 1 2 or 3 In the case of incoming internal call the last digits of the prefix are not considered for partner identification If you add DMC to a location number 49 Germany is the only country code that works This means that for partner identification the system only searches for numbers in canonical format in the case of incoming calls it does not also search for extensions Disable Multivalue Com pare Section 5 3 2 Client component Locations ini These parameters can be set in the file Locations ini prior to installation see 5 2 4 Configuring the TAPI line The Select Line entry in the context menu of the telephone icon in the task bar opens up a dialog for selecting a TAPI line The dialog also contains a Line button which brings you to the service provider s configura tion dialog as well as a Location button which brings you to the configuration dialog for lo cation data 5 2 5 Configuring tie lines The Enter Fixed Lines entry in the context menu of the telephone icon in the task bar opens up a dialog for editing fixed lines These are required for partner identification so that callers who use fixed lines can also be identifi
55. endix Syntax of the registry entries Entries under Entry Settings These entries affect the Dialer The following entries are taken from the SP Inst ini file dur ing installation Entry in file Entry in the Description UCS registry DIALER gvAlwaysOnTop The Dialer is always on top of all other win M X OnTop 1 0 True False dows and is therefore always visible The value False is only effective if gvAppWin dow True DIALER gvAppWindow The Dialer has a title bar MX Caption 1 0 True False DIALER gvCallback The Dialer displays the icon for the call Mx Callback 1 0 True False back list DIALER gvCloseBtn Close button is displayed If this switch is M X Close 1 0 True False set to False the Exit entry is added to the menu for the last numbers dialed DIALER gvLRUEnabled The menu for the last numbers dialed is MX Recent True False displayed Menu 1 0 DIALER gvSearch The input field is displayed MX Search 1 0 True False DIALER gvCPhoneAB The icon for the personal address book is M X AdrBook 1 0 True False displayed DIALER gvQuickDial The Quick Dial Menu is displayed MX QuickMenu 1 0 True False DIALER gvDisplayDial The Dialer is displayed This entry is al M X DisplayDial er ways written when exiting SimplyPhone er 1 0 True False for Outlook DIALER gvlInboundPop The Diale
56. ervice is used for public Outlook contacts The global Exchange address book search is performed directly in the Exchange Server or in the case of Windows 2000 in the ActiveDirectory server The remote partner identification service is used for partner identification with the global Exchange address book Restrictions for public contact folders and public contacts Public contact folders and Public contacts refer to contact folders and contacts in the local InfoStore on the Exchange server You can access these kinds of contact folders or contacts via Outlook s list of folders and create them with administrative rights under Public Folders All Public Folders This does not include contacts available with Exchange 2000 and later that must be entered directly in the Active Directory and that can be accessed by end users via the Outlook Contacts These are not supported 2 16 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Preparing for installation on a client PC The following is a list of the data source configuration files available for the installation share in the directory SPCr dbserver The file contains configuration data CRI cfg for partner identification in private Outlook Exchange contact folders on the client PC CRIREMOTE cfg for partner identification in the global Exchange address book and
57. f installation 3 Partner identification service This chapter provides information on the following topics e Importance of installation e Configuring a user and mailbox e Assigning local rights e Installing on a server 3 1 Importance of installation The partner identification service must be installed on the server to ensure high speed access to global address books or public Exchange contact folders for partner identification We rec ommend using a partner identification service to speed up partner identification in address books with over 1000 entries If the service is used by clients the name of the server PC must be entered in the SPCr sub folder in the configuration files on the relevant client PC 3 2 Configuring a user and mailbox 3 2 1 LAN domain controller Windows 2000 Server Windows Server 2003 and Exchange 5 5 Configuring the domain user account Set up a user account with normal user rights on the LAN domain controller This account is given the name CTI Admin below For questions on configuring a user account refer to the documentation provided with your operating system A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 3 1 Partner identification service Configuring a user and mailbox Configuring the mailbox on the Exchange Server 1 Configure a mailbox We will refer to it below as lt CTI_User gt CTI_USER Properties x Delivery Restrictions De
58. g topics e Licensing errors e No response from SimplyPhone for Outlook component e Partner identification not working e Calling only possible from personal contacts e Outlook stops responding 4 1 Licensing errors The license server is inaccessible SimplyPhone cannot go into operation if a CLA is not found during initial startup Check the IP address configured or the IP port of the CLA License detection error An error was detected when performing licensing with HiPath License Management Check the connection to the CLS or the MAC address registration key 4 2 No response from SimplyPhone for Outlook component If one or more of the program components in SimplyPhone for Outlook stops responding you can close all of the SimplyPhone for Outlook processes one by one To do this start the program ClnTasks exe All SimplyPhone for Outlook tasks are removed following program execution To start SimplyPhone for Outlook exit Outlook and start Outlook once again A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 4 1 Troubleshooting FAQ Partner identification not working 4 3 Partner identification not working This can have several causes Proceed as follows Ensure that the phone number in your contacts is saved in canonical format Check the telephony applet to see if the current location contains the correct data In par ticular the name of the location must contain the ma
59. h Description S Performs the complete client installation without any interaction To deacti vate individual installation dialogs you can enable the appropriate switches in the file SP Inst ini see SP Inst ini of the client component on Page 5 11 For non interactive installation and when using third party TAPI providers for example CAP you must enter the value 000000 in the Locations ini file under UserNumber so that a dialog for entering the extension number appears the first time you start the system v Permits the attachment of various path information examples v INIFILE D Folder 1 SP_Inst ini indicates the path and name of another ini file which should contain the Lo cations ini file in the directory v INSTALLDIR C Folder 2 indicates the path of an installation directory A31003 X7140 A100 3 76A9 02 2006 5 34 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Command line switch 5 6 2 Switch for the Dialer File name CTALKP EXE Switch lt File gt SH lt File gt tel lt File gt asc lt File gt txt Description The specified file should contain a telephone number which is dialed This function can also be executed while the process cTalkp exe is running 5 6 3 Switch for partner identification File name CRIMNGR EXE Contact Retrieval Manager Switch Description StartCRI The contact retrieval server is start
60. he Control Panel click the Administrative Tools icon to assign the Log on as service right to lt CTI_Admin gt 5 Activate the icon Local Security Guideline 6 Open the Local Policies folder in the Local Security Settings window and mark the folder User Rights Assignment Double click the icon Logon as Service A dialer appears in the right window pane for user selection use it to select the user lt CTI_Admin gt A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 3 3 Partner identification service Assigning local rights d Local Security Settings ini xl Action View I e mrle Tree Security Settings QB Account Policies GQ Password Policy 89 Account Lockout F Local Policies F Audit Policy 9 User Rights Assigr Security Options Ej Public Key Policies a IP Security Policies on onana MINE Local Setting Effective setting ss ES 88 Access this computer from the network Re act as part of the operating system fe Add workstations to domain 82 Back up files and directories 88 Bypass traverse checking 88 Change the system time Re Create a pagefile fRa Create a token object Ra create global objects fRa Create permanent shared objects 88 Debug programs 88 Deny access to this computer from the 88 Deny logon as a batch job 88 Deny logon as a service 88
61. hird party environment Using SimplyPhone during the grace period time Click OK in the Software Registration dialog JE Software Registration x i HiPath SimplyPhone for Outlook will continue to run for 18 days without registering 4 The Phone Line dialog appears Select the TAPI line for TAPI 120 170 and the Simply Phone user ID for CAP V2 0 3 0 consult your administrator and click OK a 2 Phone Line x Select Line ops2028 Agere Systems AC 37 Modem Infrared Direct Line Infrared Modem Line Cancel it WAN Miniport L2TP LPT1 IPCONF Leitung 5 If you are prompted to enter a password click Change Password Enter the default password ask your administrator and then enter your own password twice Confirm with OK 6 SimplyPhone starts up and can be used For information on using the program refer to the operating manual or consult the online help 7 Ifa specific client requires CMC dialing select the option Use Client Matter Codes in the context menu under Settings Register CMC You must restart the Outlook client to apply this change A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 31 Installing SimplyPhone for Outlook Installing the driver and software in a third party environment A31003 X7140 A100 3 76A9 02 2006 2 32 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Partner identification service Importance o
62. hone Common Settings are as follows TraceFilename 2 2 5 Assigning lines on the terminal server CAP TSP lines with or without fixed authentication must be configured if Microsoft TAPI is im plemented All necessary lines are configured on the terminal server However the operating system does not allow you to assign specific lines to a particular user All of the following settings must be manually entered in the registry by the terminal server ad ministrator or via scripts These settings have not yet been automated 2 2 5 1 Assigning lines for the dialer To prevent users from selecting unauthorized lines the terminal server administrator can as sign lines to users HKEY_Current_User Software Siemens SimplyPhone Entry Settings AssignedLine REG_SZ lt Line gt AssignedLine 0 Number of assigned lines Line Name of the line as specified in the corresponding TSP configuration dialog A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 11 Installing SimplyPhone for Outlook Preparing for installation on a client PC Line assignment requirements Lines can only be assigned using TAPI At least one key must be available with a value If this is not the case line assignment is deactivated and the user can select all available lines The asterisk represents numbering in ascending order The process of reading the list is interrupted if a key s value is em
63. in number of the telephone system 4 4 Calling only possible from personal contacts The restriction may be caused by the fact that you are operating Outlook in Internet Mail Only mode To change e mail support e in Outlook 2000 select the option Corporate or Workgroup under Tools Options Mail Delivery Reconfigure Mail Support and click Next e in Outlook 2003 and Outlook XP select the menu Tools Options Mail Setup E mail Accounts Follow the on screen instructions 4 5 Outlook stops responding If Outlook stops responding and the program cannot be closed in the usual manner you can also close the Outlook task manually Press the keys lt CTRL gt lt ALT gt lt DEL gt simultaneously on your keyboard in Windows 2000 select Task Manager open the Close Application window choose the entry Outlook from the list and click End Task A31003 X7140 A100 3 76A9 02 2006 4 2 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Troubleshooting FAQ Increasing performance by deactivating features 4 6 Increasing performance by deactivating features Certain features can be deactivated as required to accelerate workflows under Outlook with SimplyPhone for Outlook Right click the SimplyPhone for Outlook phone icon on the windows taskbar to display a context menu Select Settings In the General tab you can change two default settings in the Com mand Bar Outlook restart mandatory field 1 Activate the Sho
64. install SimplyPhone for Outlook directly from the product CD additional entries must be made in the configuration files in the folder SPCr in the Simply Phone for Outlook installation directory see Section 2 2 1 Preparations for default installa tion and Section 2 2 7 Configuring additional data sources Otherwise you must take the following functional restrictions into account The search dialog does not produce search results Partner identification is only performed on the basis of your personal contact folder Installation procedure 1 Ensure that the user ID you used to log on and you want to use to install the program is assigned administrator rights The program cannot be correctly installed without adminis trator rights 2 If you have already installed an earlier version of SimplyPhone for Outlook you should un install it first select Start Settings Control Panel Add Remove Programs 3 Ensure that one of the mail clients listed under the software requirements is installed for example Microsoft Outlook 2000 If the mail client is open close it now 4 Startthe Setup exe file from the network drive or if necessary from the software CD If necessary ask your administrator where the software is stored on the network 5 Follow the installation instructions for the setup program 6 Enter the following information during the installation routine Country code without leading zero e g 49 for
65. ion The following entries are taken from the SP Inst ini file during installation Entry in file Entry in the Description U registry PARTNER IDENTI UpdateFrequen Times at which the Contact Retrieval In IM FICATION cy dex is updated with the data from Outlook UpdateFrequen Never OnStart Exchange cy Every1Day Never OnStart EverylWeek Every1Day Every1Week PARTNER_IDENTI ContactsLocal Use local contact folder for partner identi L FICATION True False fication Only available on the client side ContactsLo cal 1 0 PARTNER IDENTI ContactsRemote Use private contact folder in the users Ex L FICATION Mailbox change Mailbox for partner identification ContactsRemote True False Only available on the client side Mailbox 1 0 PARTNER IDENTI ContactsGlobal This entry is only intended for the partner L FICATION AB identification service ContactsGlobal True False AB 1 0 f i Use global Exchange Dialers mailbox ac counts for partner identification PARTNER IDENTI ContactsPublic This entry is only intended for the partner L FICATION True False identification service ContactsPublic i 1 0 VES Use public contact folders for partner iden tification A31003 X7140 A100 3 76A9 02 2006 5 24 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Syntax of the registry entries Entry in file Entry in the registry Description
66. lay press v press lt until Phone Test appears press v press lt until Software version appears press v and compare the firmware version gt MP0103 Kk The version number of the data adapter must be B614 4 or higher If you are operating a LAN based optiPoint 500 at a HiPath 4000 you may need to find out cer tain information for the TAPI installation such as the IP address of your telephone as well as the password used to log your telephone on to the system A31003 X7140 A100 3 76A9 02 2006 2 20 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Installing the driver and software in a first party environment 2 3 2 Installing SimplyPhone for Outlook V4 0 Ensure that the necessary software is available on a CD or via a remote server In general the administrator prepares the system for the installation of SimplyPhone for Out look He or she places the installation files in a released network path and preconfigures the installation so that SimplyPhone for Outlook is optimized and ready for operation immediately after installation If this is not the case and you have to install SimplyPhone for Outlook directly from the product CD additional entries must be made in the configuration files in the folder SPCr in the Simply Phone for Outlook installation directory see Section 2 2 1 Preparations for default installa tion and Section 2 2 7 Configuring ad
67. le directly in the directory Siemens SimplyPhone Licensing License Agent import After a few seconds the file disappears from the di rectory and the license is activated If you received the license key in the form of a license file you can also store IH Software Registration To enable HiPath SimplyPhone for Outlook for unlimited usage you need to request a license key and then enter it here Request License Key Your registration number is 00 03 FF F5 E 6 BC Enter License Key Cancel 4 The Phone Line dialog appears Select the TAPI line that was installed at the same time as the TAPI Service Provider see Section 2 3 1 Installing the TAPI Service Provider driv er and click OK A31003 X7140 A100 3 76A9 02 2006 2 24 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Installing the driver and software in a first party environment Phone Line x Select Line CallBridge IP Agere Systems AC 87 Modem Infrared Direct Line Infrared Modem Line WAN Miniport L2TP LPT1 IPCONF Leitung H323 Leitung Cancel tt 5 SimplyPhone starts up and can be used For information on using the program refer to the operating manual or consult the online help A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 25 Installing SimplyPhone for Outlook Installing the driver and softw
68. livery Options Protocols Custom Attributes Limits Advanced General Organization Phone Notes Permissions Distribution Lists E mail Addresses CTI USER Name First I Initials Last muser O O Display rusR Alias muser Address Title Company fi City ft Department State lt c Office fs ZipCode a Country fn Phone NENNEN Primary Windows NT Account JASWACTI_Admin RADON Home server RADON Cancel Apply Help Last modified 9 14 99 2 07 PM Created Home site 9 6 99 12 19 PM CTI USER Properties x General Organization Phone Notes Permissions Distribution Lists E mail Addresses l Delivery Restrictions Delivery Options Protocols Custom Attributes Limits Advanced CTI USER eeu display name E name Trust level 0 100 HEN USER muser m j Home server On line listings information ILS Server es RADON M ILS Account Hide from address book Outlook Web Access Server Name Container name Recipients Downgrade high priority x 400 mail Administrative note Cancel Apply Help 3 2 2 LAN domain controller Windows 2000 Server Windows Server 2003 and Exchange 2000 Exchange 2003 Configuring a domain user account and mailbox User administration is identical in Windows 2000 Server and Exchange 2000 or Win dow
69. n dialog Lines are assigned as described in the previous section 2 2 6 Preparations for licensing In SimplyPhone for Outlook V4 0 licensing is performed with HiPath License Management A distinction is made during installation as to whether First Party TAPI or Third Party TAPI is in volved The setups are different for these two variants When using SimplyPhone at a First Party TAPI for example CallBridge Collection V2 0 Hi Path License Management is operated in Remote mode When using SimplyPhone at a Third Party TAPI for example CAP V3 0 HiPath License Management is operated in Floating Standard mode The Floating Restricted or Floating Reserved modes are not supported The following diagram illustrates SimplyPhone licensing in the HLM environment A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 13 Installing SimplyPhone for Outlook Preparing for installation on a client PC SimplyP hone CLC configuration ile customers SimplyPhone incorporates the CLC Customer License Client component The CLA Customer License Agent and CLM Customer License Management components in HiPath License Management can be installed on the same client or a server CLA controls licensing based on the licenses configured with CLM In the case of First Party TAPI CLA installation is performed as part of the SimplyPhone setup This can be blocked however with the INI file S
70. n is installed GENERAL Startup List of processes that activate when Outlook starts up Separated by a semicolon De fault cTalkp exe CRIsvr exe SPOMEvnt exe GENERAL Language DE EN This entry makes it possible to run the prod uct using an interface language other than that of the operating system If this value is left blank the language of the operating sys tem is applied GENERAL CRIServerVersion 2 3 Version of the open LDAP server 2 Client version 3 Partner identification service version Default 2 GENERAL ShowDialogWel come 0 1 This switch controls whether or not the wel come dialog is displayed during installation Default 1 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 11 Appendix Syntax of the ini files Section Entry Description GENERAL ShowDialogLicense This switch controls whether or not the li 0 1 cense dialog is displayed during installation Default 1 GENERAL ShowDialogDestina This switch controls whether or not the dia tion 0 1 log for entering the installation directory is displayed during installation Default 1 GENERAL ShowDialogExchange This switch controls whether or not the dia 0 1 log for selecting the Exchange Server is dis played during installation Default 0 GENERAL ShowDialogGateway This switch controls whether or n
71. nt 4 1 4 3 Partner identification not working 2 2c eee 4 2 4 4 Calling only possible from personal contacts 0000 cece eee eee 4 2 4 5 Outlook stops Tespohdilhg sexus eoe amie x Oe e TR ER Sce ege a UR Rie Re ER 4 2 4 6 Increasing performance by deactivating features 0 0 02 eee eee 4 3 S Appendix is fie Riera saree soe ORO 3 5 Ros Ro R Sees EDS Eee ees 5 1 5 T Program archlteellile ossi i s Moto sr SB equo cord E e ge Seid A al d rd ae 5 1 5 1 1 Integration with Outlook Exchange cece eee 5 1 5 1 2 Partner identification s u uscoen a ear A cs boo fes kreeret 5 3 5 1 3 Components ANG prOCOSSBS 5 4 v oso om e Rem IV eee IE RU hu e Seed 5 4 5 2 Configuring telephony dala 33 b aye de one anie e eee de ee ewe ths 5 7 5 2 1 Overview of TAPI functionality 2 2 262025 nli c e e ee ee re eee RT 5 7 5 2 2 System requirements for functionality llle 5 8 5 2 3 Location data for telephony s s sca e eC etr Pere OV LR ROR CR e Ee aa area e ales 5 9 5 2 4 Configuring tie TAPING sc 4cen2ecdanebse ews og eh ened ete E TERES 5 10 5 2 5 Configuring tie lines sse eicere q pot s web obe ire Qe Sau ue sw evoM ere 5 10 5 3 Syntax of the ini files uo utes erum dre Decem cae bik eee meee WR EE P ee ees 5 11 5 3 1 SP Inst ini of the client component aaee eee 5 11 5 3 2 Client component Locations ini llle 5 13 5 4 Syntax of the regist
72. o rj jorj j rorEE s Direct Pickup X X x X Park Connection X X X Unpark X X X Direct Park X X Direct Unpark X x Forward Calls X X X X X x x x Client Matter Code X X 1 Function information regarding Cornet WP right of modification reserved 2 Onlythe last user can be removed from a conference 3 For analog telephones and for key system multi line telephones only provided the Manual Hold feature is configured for the telephone configured 4 Internal in consultation external on line key 5 External yes internal with lineDrop back to waiting party 6 Only in the case of call handles in ONHOLDPENDTREANSFER or ONHOLDPENDCONF state 7 Automatically to Hicom 150 5 2 3 Location data for telephony SimplyPhone for Outlook uses the location data that is specified as the current location in the Control Panel s telephony applet In this regard the CO number of the telephone system must be contained in the name of the location as a partial character string By adding UTT to a location name it is possible to stipulate that the TAPI function Line TranslateAdress be used for conversion from the canonical number format to the dialable number format for outgoing calls instead of the SimplyPhone for Outlook specific algorithm A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 9 Appendix Configuring telephony data If you add CMF to a location name a right aligned comparison is perform
73. ombines call management and paging in a standard Outlook icon bar Outlook object model Call Data Interface SphoneOL9 Rules Engine SPRules Dil Outlook data storage Private contacts file Client Exchange Server Private contacts file Public contacts file other Global data sources address Book Server c Retrieval Index A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 1 Appendix Program architecture The Phone Manager SPTel exe recognizes the relevant telephony events and passes them on to the Rules Engine SpRules d11 The Rules Engine consults the local Contact Retrieval Index server via the socket protocol LDAP and attempts to find data such as the ID of its Outlook contact relating to the caller on the basis of the telephone number If a remote CRI service which provides the relevant data from the public contact folders and the global address book as an index is available and has been configured it is also used to identify the partner and other LDAP servers can be used The Rules Engine opens up the call dialog and or uses the call data interface to consult the Outlook Object Library and requests Outlook to create and save objects or to send messages Contact Retrieval Index CRI server LERISvr exe Outlook Exchange CRI manager CRIMngr exe eE Index generator A31003 X7140 A100 3 76A
74. on Entry in file Entry in the Description UICS registry PhoneNumbers Name ofthe TAPI line which is used by IL X SimplyPhone for Outlook If nothing has been entered and if more than one line has been configured the line to be used is asked at startup The name of the selected line is then written to the registry A31003 X7140 A100 3 76A9 02 2006 5 22 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Syntax of the registry entries 5 4 4 Entries under Solutions CallData These entries affect the call dialog The following entries are taken from the SP Inst ini file during installation Entry in file Entry to registry Description U C S COMMAND BARS CDCommandBars List of interface providers separated by L X CallDataDialog semicolons that make up the function bar in the Call Data dialog e g SPTel Tele phony SPhoneAB ContactRetr The following registry entries cannot be configured via the installation Entry in file Entry in the Description UCS registry CallDataProvid Class name of the IcallData interface L X er implementation to be used by the Rules Engine SPhoneOL9 CallData A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 23 Appendix Syntax of the registry entries 5 4 5 Entries under Solutions Callerldentificat
75. onnecting the cli ent PC and telephone The telephone firmware must be MP01 03 or higher To check the telephone press lt until Service Menu Key appears on the display press v press until Phone Test appears press v press until Software version appears press v and compare the firmware version gt MP0103 The version number of the data adapter must be B614 4 or higher A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 5 Installing SimplyPhone for Outlook Requirements Third party environment In a third party environment the telephone is operated over a Third Party TAPI driver such as CAP V2 0 3 0 TAPI Service Provider TAPI 170 V2 0 or TAPI 120 V2 0 e CAP V2 0 3 0 TAPI Service Provider When installing CAP V2 0 3 0 TAPI Service Provider make sure that the administrator is aware of the following points Storage path for the SimplyPhone for Outlook installation software Paddress ofthe CAP server you will need this information in Section 2 4 1 Installing the CAP TAPI Service Provider driver SimplyPhone user ID you will need this information in Section 2 4 4 Starting Simply Phone for Outlook V4 0 Password you will need this information in Section 2 4 4 Starting SimplyPhone for Outlook V4 0 e TAPI 120 V2 0 Section 2 4 2 Installing TAPI 120 for HiPath 3000 with LIM module for example de scribes how
76. ontact Retrieval Index HLM HiPath License Management LDAP Lightweight Directory Access Protocol Standardized directory service based on TCP IP SCD Siemens Corporate Directory TCP IP Transmission Control Protocol over Internet Protocol Default Internet intranet protocol for packet based data transmission and for checking transmission A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 37 Appendix List of abbreviations Glossary A31003 X7140 A100 3 76A9 02 2006 5 38 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Index C CAP TAPI Service Provider 2 26 Contacts public 2 16 public folders 2 16 Customer License Agent CLA 2 14 Customer License Client CLC 2 14 Customer License Management CLM 2 14 D Documentation 1 2 F FAQ 4 1 First party environment 2 1 Functional overview 1 1 H Hardware client PC 2 2 server PC 2 2 I Installation 2 1 driver and software first party environ ment 2 20 driver and software third party environ ment 2 26 preparations 2 7 requirements 2 2 L Licensing 2 13 M Minimum requirements 2 2 2 3 Multiple locations 2 10 P Partner identification 3 1 5 3 Preface 1 1 A31003 X7140 A100 3 76A9 02 2006 Index Preparations 2 7 Program architecture 5 1 Public contact folders 2 16 Public contacts 2 16 R Requirements 2 2 S Software client PC 2 2 server PC 2 3 SP Inst ini 5 11 Symbols 1 2 Syntax
77. or example UserArea 89 for Munich Locations ini Default UserNumber Enter the main station number for example UserNumber 12345 Locations ini Default UserExternal Enter the access code for national calls for example UserExternal 0 Locations ini Default UserForeign Enter the access code for international calls for example UserForeign 0 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 7 Installing SimplyPhone for Outlook Preparing for installation on a client PC 2 2 1 2 Entering a server for partner identification The file CRIRemote cfg is used to access data associated with a partner identification ser vice Use a text editor to open the file CRIRemote cfg in the folder SPCr dbserver to set the server for partner identification CRIRemote cfg DBEnv ServerAddress SP SERVERS 4999 Enter the name or the IP address of the CRI server for SSP SERVERS Do not change the port number 4999 For more information on partner identification see Chapter 3 Partner identification service and Section 5 6 3 Switch for partner identification Multiple SimplyPhone for Outlook partner identification services If you want to use more than one partner identification service the file names of the configura tion files must start with CRIRemote Example CRIRemote Servicel cfg and CRIRemote Service2 cfg Contents of SPCr svc cfg
78. ot the dia 0 1 log for entering the gateway numbers is dis played during installation Default 0 GENERAL ShowDialogReady This switch controls whether or not a dialog 0 1 requesting confirmation for execution of the installation is displayed at the end of the se quence of dialogs Default 1 GENERAL ShowDialogFinished This switch controls whether or not a mes 0 1 sage is displayed indicating that the installa tion has concluded successfully Default 1 DATA_SOURCES CRConfigPath Network path for the configuration files USE_LOCAL USE_LOCAL means SPCr in the Simply Phone installation path lt EMPTY gt means SPCr folder is in the same path as Setup exe See Section 2 2 7 on page 2 19 XPRESSIONS_450 ShowDialog 0 1 This switch controls whether or not the dia log for inputting the two digit sequences for integrating Xpressions450 is displayed dur ing installation If not the values which are specified further down in the sections XPRESSIONS_450 or in the file Loca tions ini are applied as are Default 1 5 12 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Syntax of the registry entries 5 3 2 Client component Locations ini Entry Description UserCountry Country code UserArea Area code UserNumber Main station number UserExternal Access code for national calls UserForeign Access
79. period configuration files These let the user operate the system for a trial period of 30 days and must not be modified Product Grace Period configuration file First Party TAPI SPONIPTY_V4 0 gpcf Third Party TAPI SPON3PTY V4 0 gpcf A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 15 Installing SimplyPhone for Outlook Preparing for installation on a client PC 2 2 7 Configuring additional data sources Both the contact retrieval and the partner identification services are processed using the LDAP log The following table explains the two terms Procedure Contact retrieval Partner identification What you have for example name department etc of the contact you want to re trieve Phone number What you are look ing for Phone number Name department etc of the con tact you want to retrieve Sample application The user wants to call someone but only knows the party s name and department The name and other caller specific data should be displayed for an in coming call The default application is as follows Data sources private Outlook contacts public Outlook contacts the global Exchange ad dress book and customer specific LDAP data sources n private Outlook contacts the local CRI server is used for contact retrieval and partner identification whereas the remote partner identification s
80. plyPhone for Outlook 4 0 Administrator Manual 2 21 Installing SimplyPhone for Outlook Installing the driver and software in a first party environment 2 3 3 Configuring SimplyPhone for Outlook V4 0 You can modify the TAPI Service Provider settings that you entered during setup as required You can also make other settings 1 Do this by starting the configuration with Start Settings Control Panel Phone and Mo dem Options Under Dialing Rules select the entry that starts with your My Location telephone number and click Edit Edit Location ele er General Area Code Rules Calling Card O Z O o gx Location name E Specify the location from which you will be dialing Country region Area code Germany 4M 22 Dialing rules When dialing from this location use the following rules To access an outside line for local calls dial To access an outside line for long distance calls dial Use this carrier code to make long distance calls Use this carrier code to make international calls C To disable call waiting dial Dialusmg Tone O Pulse 2 If necessary correct the settings such as the area code or the trunk access codes 3 Youcan also enter complex dial plans here that combine multiple area codes and location names More information on this can be found under Dialingrules doc on the software CD A31003 X7140 A100 3 76A9 02 2006 2 22 HiPa
81. pty or if the key does not exist Examples Configured lines CAP Line 122 CAP Line 123 CAP Line 140 AssingnedLineO CAP Line 122 One of these two lines can be selected AssingnedLinel CAP Line 123 AssingnedLineO Line assignment deactivated AssingnedLineO Line assignment deactivated AssingnedLinel CAP Line 123 AssingnedLineO CAP Line 122 Only one ofthe first two lines can be selected AssingnedLinel CAP Line 123 AssingnedLine3 CAP Line 124 AssingnedLineO CAP Line 122 Only one ofthe first two lines can be selected AssingnedLinel CAP Line 123 AssingnedLine2 AssingnedLine3 CAP Line 124 AssingnedLineO CAP Line 155 Only CAP line 124 can be selected AssingnedLinel CAP Line 156 AssingnedLine2 CAP Line 124 2 12 A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Preparing for installation on a client PC 2 2 5 2 Assigning lines for the teambar To prevent users from selecting lines that are not assigned to their team the terminal server administrator can assign team lines to users HKEY _Current_User Software Siemens SimplyPhone Solutions Team bar Member0 AssignedLine REG_SZ lt Leitung gt AssignedLine 0 Number of assigned lines Line Name ofthe line as specified in the corresponding TSP configuratio
82. r is opened automatically with an M X InboundPop up incoming call up 1 0 True False DIALER gvDisplayName Enables disables partner identification MX Dis True False playName 1 0 DIALER QuitOnOutOfSer Exit Dialer if the telephony provider signals L X QuitOnOutOfSer vice OutOfService vice 1 0 True False DIALER Telephony Display telephony functions MIX Telephony 1 0 True False A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 21 Appendix Syntax of the registry entries Entry in file Entry in the Description U C S registry DIALER CallerPopupsS The caller pop up is displayed at the MX CallerPopupsS how mouse pointer how 1 0 True False DIALER CallerPopupHide The caller pop up at the mouse pointer M X CallerPopu onClick disappears when you click it pHideon True False Click 1 0 DIALER CallerPopupTime The caller pop up disappears after this M X CallerPopupTim out 30 time period 0 never eout The following entries are written during installation and cannot be configured Entry in file Entry in the Description U C S registry gvExternalJour External Call Manager is opened as OLE M X nal True Automation Server ShowSystemTrayI The telephone icon is displayed on the MIX con True task bar The following entries are not written during installati
83. rs routing services to Disabled LocalSystem S amp sRunAs Service Enables starting processe Started Automatic LocalSystem Bs Security Accounts Manager Stores security informatio Started Automatic LocalSystem Si Server Provides RPC support an Started Automatic LocalSystem la oimplyPhone Partner Identification Automatic VLAN locallCTI Admin By Smart Card Manages and controls ac Manual LocalSystem By smart Card Helper Provides support for lega Manual LocalSystem By System Event Notification Tracks system events suc Started Automatic LocalSystem Si Task Scheduler Enables a program to run Started Automatic LocalSystem Sy TCP IP NetBIOS Helper Service Enables support for NetB Started Automatic LocalSystem xl The database is immediately configured for partner identification the first time it is started this can take a few hours if the data volume is very large The components for partner iden tification are then started and the service can now be used by the clients 2 Ifthe SimplyPhone Partner Identification service does not appear in the list of services it can be registered manually To do this enter the lt installation folder gt CRIMn gr exe I inthe Run screen and click OK Run A24 xl Internet resource and Windows will open it for you Open C Programme SimplyPhone CRIMnar exe jil Cancel Browse Then select the service SimplyPhone Partner Identification in the service overview and right click
84. rt Outlook Select one of the options and click Start Now HiPath SimplyPhone for Outlook HiPath SimplyPhone for Outlook Start always with Outlook C Ask me on Outlook Startup Exit Now 3 The system searches for a valid license during SimplyPhone startup If it does not find a valid license the user can only operate SimplyPhone within the Grace Period Time of 30 days The user must acquire a valid license key in the course of this grace period Until then an advisory is displayed informing the user that SimplyPhone is not yet registered You can use the CLM to purchase the license key generate the license key by logging on to the CLS Central License Server and specifying the registration number MAC address of the PC where CLA is installed The license key must then be transferred to the CLA The license is permanently linked to the MAC address You must purchase a new license each time the MAC address is changed for example if you replace the LAN card You can also retrieve the license file from the CLS Central License Server and save it directly in the directory Licensing License Agent import in the License Agent CLA After a few seconds the file disappears from the directory and the license is activated in the CLA A31003 X7140 A100 3 76A9 02 2006 2 30 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Installing the driver and software in a t
85. rue False ProductName Specifies the product name L X Version Specifies the version of the SimplyPhone IL X software installed The following switches are not set during installation Entry in file Entry in the Description UCS registry TraceFileLength Maximum length of the trace file bytes L X Must be greater than or equal to 100000 to be effective Default 10000000 10 MB The following entries are transferred directly after HKEY Current User A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 17 Appendix Syntax of the registry entries Entry in file Entry in the registry Description TraceFile True False Generates one or more trace files for fault analysis in the installation directory for example cp_trace txt C TraceFileName File name or path of the trace file cp_trace txt TraceTimeMark True False Display time stamp in trace GarbageCollection Time in format hh mm when all pro cesses are closed and restarted lasts ap proximately 10 90 seconds If a time is not entered the process is started at 00 00 by default If off is en tered the process is deactivated Silent installation is supported C TraceLevel One of the following values 0 NoLogging 10 Error Error CreateObject New logoff MiscErrors logon 20 File
86. ry enltlT6s venie is hehe ENDE ERE ES AS REPE RSRMUES EA 5 13 5 4 1 Entries under Common Settings lllllllllllellleleellles 5 15 5 4 2 Entries under Common Settings Telephony 0000 sells 5 19 5 4 3 Entries under EntrylSettings llli 5 21 5 4 4 Entries under Solutions CallData lille 5 23 A31003 X7140 A100 3 76A9 02 2006 0 2 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Contents 5 4 5 Entries under Solutions Callerldentification 0 00 eee 5 24 5 4 6 Entries under Solutions CPhoneOutlook 0 0 0 00 cee ees 5 27 5 4 7 Entries under Solutions HLMData 000 000 0000 cc ee 5 30 5 4 8 Entries under Solutions Teambar 2 0 0 ee ee eee 5 31 5 4 8 1 Entries under Solutions Teambar Member0 22000 eee 5 31 5 4 8 2 Entries under Solutions TeambanMemberN usn 5 31 5 4 9 Entries under TripleM 2 6 2 3 52 9008 3 3o enker 16 8 oboe Po ek kk os 5 32 5 4 10 Entries under Common RU iiseeeeee ee 5 32 5 4 11 Entries under CommonNQuickDial llle 5 32 5 5 Configuration file syntax oar dana Pob d EOS REOR ele Gagne oeeguersees 5 32 So FIE SOY OEG eei tegit We uto on 50 Sine Sow e Se on ee Fee Net cioe EYE Gu d Do nete 5 32 5 5 2 Data source parameters uere Crus b xDD a ee wadie eee a Era 5 33 5 5 3 Attribute mapping sas iei ree Soc dtp CROP OE Ow echo ee ee Y ER 5 34 5 6 Command line switch iunc eae wena oe
87. s Server 2003 and Exchange 2003 Consequently the configuration of a domain user and an Exchange mailbox is performed in a single step 1 Click the option Configure Exchange Mailbox to configure the domain user and set up the user CTI Admin A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Partner identification service Assigning local rights 3 3 Assigning local rights The assignment of local rights differs depending on the operating system Windows 2000 Serv er or Windows Server 2003 used by the PC where you want to run the partner identification service 3 3 1 Partner identification service under Windows 2000 Server Win dows Server 2003 Assigning NT rights 1 Log on to the PC where you want to install the partner identification service 2 Select Control Panel Users and Passwords to switch to user administration 3 Click Add to enter the user lt CTI_Admin gt to the group of administrators User Accounts pem Users Advanced Use the list below to grant or deny users access to your computer and to change passwords and other settings Users for this computer User Name Domain Group Bj adamitzki EN XPPS2 XP53 Administrators l fiAdministrator EN XPPS2 XPS3 Administrators Add Remove Properties Password for Administrator To change the password for Administrator click Reset a Password Reset Password 4 Int
88. t incoming L X OnPickupCall Failed calls that were not answered Failed True Faise Ac Possible values for action 1 0 lt Action gt tion NOTHING JOURNAL write DRAFT Save draft MAIL send CALL DATA OnMessagePikk E mail messages via calls to the user LX OnMessagePick up which were accepted by other users are up 1 0 True False converted into journal entries tasks in ac cordance with settings for direct calls CALL DATA UseJournalServ HiPath ComAssistant formerly Simply L X UseJournalServ er Phone for Web is used This can be acti er 1 0 True False vated or deactivated in the General tab CALL_DATA PollingInter Waiting time in minutes for the Inbox Man L X PollingInter val 5 ager until the mailbox is scanned for mes val sages that have to be converted A31003 X7140 A100 3 76A9 02 2006 5 28 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Syntax of the registry entries Entry in file Entry in the Description UCIS registry COMMAND BARS OLCommandBars List of interface providers separated by L Outlook semicolons that make up the function bar in Outlook e g SPTel Telephony SPhoneAB Con tactRetr CALL DATA OLStartAlway Enable dialog at startup of Outlook LX OLStartAlway sEnabled sEnabled 1 0 True False The following entries are not written during installation
89. th SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Installing the driver and software in a first party environment 2 3 4 Starting SimplyPhone for Outlook V4 0 Before putting SimplyPhone into operation a CLA Customer License Agent must N be installed on the local client PC for correct licensing and so that SimplyPhone starts properly The CLA is automatically installed at the same time as SimplyPhone If you can access the CLA a 30 day trial license is available for SimplyPhone A li cense key for permanent operation must be generated on the CLS Central License Server during this 30 day term grace period time This license key is then trans ferred to CLA with the help of SimplyPhone The license key is automatically copied to the Licensing NLicense Agent im port directory under the Siemens directory located in the Windows program direc tory e g C Programs 1 Start MS Outlook SimplyPhone for Outlook then starts automatically 2 The following dialog appears when the Outlook startup is complete If you choose the op tion Start always with Outlook SimplyPhone for Outlook automatically starts at the same time as Outlook and this prompt stops appearing If you select the option Ask me on Out look Startup this prompt appears every time you start Outlook Select one of the options and click Start Now HiPath SimplyPhone for Outlook xi HiPath Simply Phone for Outlook St
90. therefore be implemented over the LAN A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 2 1 Installing SimplyPhone for Outlook Requirements 2 1 Requirements 2 1 1 Client PC hardware The SimplyPhone for Outlook software is installed on the client PC Standard user requirements e 800 MHz processor or higher for Windows 2000 e 1 5 GHz processor or higher for Windows XP e 512 MB RAM or higher Power user requirements e 3 0 GHz processor or higher e 1 0 GB RAM or higher 2 1 2 Server PC hardware A server PC is required if you want to centrally administer SimplyPhone for Outlook in the net work e 800 MHz processor or higher 1 5 GHz or higher recommended e 512 MB RAM or higher e 500 MB free hard disk storage 2 1 3 Client PC software SimplyPhone for Outlook has the following minimum client PC requirements The client is released for the following Microsoft operating systems e Windows XP Professional Service Pack 1a or later e Windows XP Home Service Pack 1 or later e Windows 2000 Professional Service Pack 3 or later for operation with the following Microsoft mail clients e Outlook 2003 e Outlook XP Service Pack 2 or later e Outlook 2000 Service Pack 3 or later A31003 X7140 A100 3 76A9 02 2006 2 2 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Requirements e Exchange 2003 e Exchange 2000 Service Pa
91. to operate SimplyPhone with TAPI 120 V2 0 at a HiPath 3000 with LIM mod ule A31003 X7140 A100 3 76A9 02 2006 2 6 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Installing SimplyPhone for Outlook Preparing for installation on a client PC 2 2 Preparing for installation on a client PC The following sections describe how to prepare for the client installation of SimplyPhone for Outlook so that a user can independently install a network server 2 2 1 Preparations for default installation First copy the folder Software SimplyPhone for Outlook 4 0 from the CD ROM to a network folder which can be accessed by the user for installing Simply Phone for Outlook Make a copy of the file Locations ini and name it Locations ini The Locations ini file should remain unchanged and be kept as a template Disable the write protection on the files SP Inst ini and Locations ini The data in the ini files is used to control the installation operation or is transferred to the client PC as registry entries see Syntax of the registry entries 2 2 1 1 Entering telephony data Open the Locations ini file with a text editor to add location specific data This data is en tered in the client PC s telephony settings as a new location with the name lt UserNumber gt Locations ini Default UserCountry Enter the country code for example UserCountry 49 for Germany Locations ini Default UserArea Enter the area code f
92. try Members Number of configured members X Docking Values X 1 docked window above 2 docked window below 3 docked window left 4 docked window right 5 desktop window Hide Values X True docked window is hidden False docked window is not hidden 5 4 8 2 Entries under Solutions TeambarWMemberN Contains the configuration for the individual members N is the member s consecutive number Entry in file Entry in the Description UCIS registry LineName Name of the team member s TAPI line X AliasName Name displayed for the team member X A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 5 31 Appendix Configuration file syntax 5 4 9 Entries under TripleM The following entries are taken from the SP Inst ini file during installation Entry in file Entry in the Description U C S registry XPrAccessNo XPrAccessNo X XPRCallerNo XPRCallerNo X 5 4 10 Entries under Common LRU The numbers for redial are stored here 5 4 11 Entries under Common QuickDial The quick dial numbers are stored here To edit the quick dial numbers select Enter Quick Dial Numbers from the program group in the Start menu 5 5 Configuration file syntax 5 5 1 File SPCr svr cfg Entry Description ServiceName Name Name of the program component for contact retrieval Normally you do not need to make any changes to the
93. v koe ews 2 9 2 2 2 Preparations with multiple locations 0 0 00 eee 2 10 2 2 2 1 Offering a location for selection 24 5 ot mee Dr ERE ERE ext 2 10 2 2 2 2 Duplicating location specific data 0 eee 2 10 2 2 2 3 Duplicating data source configuration files rrrr240 2 10 2 2 3 Preparations for tie lines os nue eviews sce e gos e tree aQe Canad a o woe t oec 2 10 2 2 4 Preparations for the terminal server 0000 ee eee 2 11 2 2 5 Assigning lines on the terminal server 00 002 e eee eee eee 2 11 2 2 5 1 Assigning lines for the dialer sx oe teRT e Ile y rekerE oOo 4 2 11 2 2 5 2 Assigning lines for the teambar 0 2 eee eee sess 2 13 2 2 6 Preparations for licensing uu drain e pre DR eR aE eg wa e Pow RR Rod Rose x Dr 2 13 2 2 7 Configuring additional data sources 0 000 cee eee 2 16 2 3 Installing the driver and software in a first party environment 2 20 2 3 1 Installing the TAPI Service Provider driver 000 cee eee eee 2 20 2 3 2 Installing SimplyPhone for Outlook V4 0 00000 c ee eee 2 21 2 3 3 Configuring SimplyPhone for Outlook V4 0 0 000 eee eee 2 22 2 3 4 Starting SimplyPhone for Outlook V4 0 lille 2 23 2 4 Installing the driver and software in a third party environment 2 26 2 4 1 Installing the CAP TAPI Service Provider driver 00020000 2 26 A31003 X
94. w Command Bar in Explorer only option If this option is activated the SimplyPhone for Outlook toolbar is only displayed in the main Outlook window This increases performance Outlook must be restarted for this change to take effect 2 Deactivate the option Status Indication of Button Call Initiation If this feature is active partner identification is started in the background when a user se lects a mail The Call Initiation button is activated if the system identifies the partner Deactivating this function increases performance Outlook must be restarted for this change to take effect A31003 X7140 A100 3 76A9 02 2006 HiPath SimplyPhone for Outlook 4 0 Administrator Manual 4 3 Troubleshooting FAQ Increasing performance by deactivating features A31003 X7140 A100 3 76A9 02 2006 4 4 HiPath SimplyPhone for Outlook 4 0 Administrator Manual Appendix Program architecture 5 Appendix This chapter provides information on the following topics e Program architecture e Configuring telephony data e Syntax of the ini files e Syntax of the registry entries e Configuration file syntax e Command line switch e Product integration e List of abbreviations Glossary 5 1 Program architecture This chapter tells you about the client server architecture used by SimplyPhone for Outlook and how the individual components are linked 5 1 1 Integration with Outlook Exchange The key component is the Outlook add in This c

Siemens HiPath SimplyPhone for Outlook/Lotus Notes V4.0

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