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ELITE PC ASSISTANT
INSTALLATION MANUAL
NEC Unified Solutions, Inc.
INT-1090 (IPK I )
Document Revision 1

Contents of this manual are subject to change without prior notice at the discretion of NEC
Unified Solutions, Inc. This document has been prepared for the use of employees and
customers of NEC Unified Solutions, Inc. and may not be reproduced without prior written
approval of NEC Unified Solutions, Inc.
EliteApps is a registered trademark of NEC America, Inc. Microsoft and Windows are
registered trademarks of Microsoft Corporation.
Copyright 2006

NEC Infrontia, Inc.
6535 N. State Highway 161
Irving, TX 75039-2402
Technology Development

Regulatory
___________________________________________________________________________________
COMPLIANCE
Changes or modifications to CTU Adapter hardware not expressly approved by the party
responsible for compliance could void the user authority to operate the equipment.
FCC REGULATIONS
SECTIO N 1
EMISSIONS
This equipment has been tested and found to comply with the limits for a Class A digital
device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide
reasonable protection against harmful interference when the equipment is operated in a
commercial environment.
This equipment generates, uses, and can radiate radio frequency energy and, if not
installed and used in accordance with the instruction manual, may cause harmful
interference to radio communications. Operation of this equipment in a residential area is
likely to cause harmful interference in which case users are required to correct the
interference at their own expense.
SECTIO N 2
TELCO REQUIREMENTS
CTU Adapter has been certified to FCC Part 68 requirements for telephone system
equipment.
SECTIO N 3
SAFETY
CTU Adapter has been certified to ANSI/UL 1459, 2nd Edition, Telephone Equipment. This
equipment is not intended for direct connection to Telco lines.

INDUSTRY CANADA
SECTIO N 1
EMISSIONS
This digital apparatus does not exceed the Class A limits for radio noise emissions from a
digital apparatus set out in the Radio Interference Regulations of Industry Canada.
Le présent appareil numérique n'émet pas de bruits radioélectriques depassant les limites
applicables aux appareils numériques de la class A prescrites dans le Réglement sur le
brouillage radioélectrique édicte par le ministère de l'Industrie du Canada.
SECTIO N 2
TELCO REQUIREMENTS
CTU Adapter has been certified to Industry Canada CS02 and CS03 requirements for
telephone system equipment.
SECTIO N 3
SAFETY
CTU Adapter has been certified to Standard C22.2, No. 225-M90, Telecommunications
Equipment.
Ne pas brancher directernert au réseau téléphonique. Voir manuel d'instruction.

Chapter 1
Overview
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SECTION 1
WHAT IS ELITE PC ASSISTANT?
Congratulations on your purchase of the new NEC Elite PC Assistant. The Elite PC
Assistant enhances the operation of the NEC multiline terminals by providing easy
access to common, and not so common, Electra Elite IPK II voice control features.
This software application provides a very intuitive user interface that can be
conveniently located at the top, side, or bottom of the PC screen. The user interface
can even "shrink" into the edge of the screen and become visible when a call arrives,
or when the user moves the mouse to the edge of the display.
In addition to quick access to these Electra Elite IPK II features, the PC Assistant
provides a call log for easy viewing of recent received, missed, or made calls - just like
your cell phone. It also includes a directory to keep your commonly dialed numbers
close at hand, and optional features like voice recording, personal greeting, and
screen pops using Microsoft Outlook, ACT! 2005, or Goldmine 6.7 or higher.
Elite PC Assistant has four main components:
1.
Elite PC Assistant Application Software:
This application runs on a PC and provides the PC based GUI (Graphical User
Interface) and features.
2.
CTU Adapter:
This adapter is installed on the multiline telephone and interfaces the Electra
Elite IPK II KSU with the USB (Universal Serial Bus).
3.
Headset (optional):
The headset can be plugged into the multiline telephone and used when making
or receiving calls with the Elite PC Assistant.
4.
CTI Server:
The CTI server is an application-based program that allows the PC Assistant to
interface and exchange information with the Elite IPK II over the company
Network.
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Elite PC Assistant runs on a PC and communicates with the Electra Elite IPK II
through a corporate network LAN. When calls come into this station, the PC Assistant
displays it on the PC, and provides several features that allow the user to handle the
call quickly. Elite PC Assistant can be minimized to run in the background and pop to
the front when call activity occurs. Calls can then be handled using either the
keyboard or the mouse. The user speaks to the caller through the telephone handset,
headset, or speakerphone of the multiline telephone the application is monitoring.
SEC
TION 2
WHO USES THE ELITE PC ASSISTANT?
Elite PC Assistant is used by anyone who wants easier access to Electra Elite IPK II
features and enjoys the benefits of quick access to frequently dialed numbers,
viewing of received, missed, and made calls.
SEC
TION 3
WHAT ARE THE MAJOR FEATURES OF ELITE PC ASSISTANT?
3.1
Personal Directory
The Elite PC Assistant provides a personal directory to assist the user with the
call handling activity. Each employee in an organization can be entered into
the directory to provide the user quick access to their personal directory. All
entries in the personal directory will have name and designated phone
numbers: Branch Office, Business, Car Phone, Cellular, Conference Room,
Data, Fax, Home, Home Office, Lab, Mobile, Pager, Remote Office, &
Temporary. The directory also provides an easy method to transfer calls to an
individual.
3.2
Multiline Functionality
Elite PC Assistant can handle multiple incoming and outgoing calls and
display the status of each active call.
3.3
Caller ID Support
Elite PC Assistant displays the caller ID information on all incoming calls if the
KTS is configured to support Caller ID.
3.4
User Functions
The Elite PC Assistant provides easy access to the basic call handling
functions required by any user position. These basic functions include call
answer, call hold, transfer, conference, dial, page, and park.
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3.5
Active Call List
The active call list is shown by a number entry area and possible lines on hold
status indicators. A list of recently received or initiated calls are maintained in
the pull down number entry list.
3.6
Call Log
When the user clicks on the Call Log button, a separate window is displayed
with the call log information. Once the Call Log is visible, it will remain open
until the user closes that window by pressing the "X" button. New calls made
or received will be appended to the call log whether the window is visible or
hidden.
3.7
Call Recording
The Elite PC Assistant provides the ability to record both Internal and External
active calls, and save the recording as a file on the PC. This file can then be
played back within the application, or e-mailed as a .WAV file to another user.
(This option is only available when using a CTU attached to the digital
terminal).

ITH Series IP Terminals do not support CTU adapters.
3.8
Personal Greeting
The Elite PC Assistant can be setup to automatically play a personal greeting
to the caller on every incoming call. The greeting can be heard by both the
caller and user and is only played for external calls. This feature can be used
to present a professional appearance to customers by delivering an accurate
and consistent greeting with each call. (This option is only available when
using a CTU attached to a digital terminal).

ITH Series IP Terminals do not support CTU adapters.
3.9
Personal Information Manager
The Assistant has the ability to integrate with Microsoft Outlook, ACT! 2005, or
Goldmine 6.7 or higher. When enabled, an incoming number is located in the
contact database, and a screen pop will appear showing the caller's
information as maintained in the Contacts list of Outlook ACT! 2005 or
Goldmine 6.7 or higher. (This option is only available when using a CTU).

ITH Series IP Terminals do not support CTU adapters.
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SEC
TION 4
INSTALLATION OVERVIEW
Begin by installing the CTU Adapter into the multiline terminal and an AC-( )R to
provide power to the adapter. (Refer to Section 3 CTU Installation in Chapter 3 CTU
Adapter Installation for instructions for installing the CTU Adapter.)
A setup Wizard will guide you through the entire process of installing the CTU drivers,
and the NEC Elite PC Assistant Application Software. This Wizard makes installing
the drivers and Application Software more user friendly.
After the CTU Adapter has been installed, the Wizard will reboot your PC. Once your
PC has finished rebooting, the install Wizard will prompt you to continue the
installation of the Elite PC Assistant Application from the CD-ROM. Refer to Chapter
4, Elite PC Assistant Operation.
4.1
System Limitations and Installation Tips
The following lists system limitations and installation tips.
Elite PC Assistant and ACD using the MIFA( )-ETU are not supported
simultaneously from the same multiline terminal.
The CT(U)-R Unit will be required if using the voice functions associated
with the PC Assistant (Voice Recording and Personal Greeting).
Ensure that the key configuration for the user telephone specified in the
KSU matches the key configuration defined within the USB TAPI
settings.
In a CCIS network, multiple extension lengths are not supported by this
application.
When using Goldmine 6.7 or higher for the contact manager, the internal
extension number field must be set in the Phone # field, not in the Ext.
field in order for station to station calls to pop.
NEC Elite PC Assistant logs all calls, missed or answered. Missed calls
will show no duration.
Conference calls using NEC Elite PC Assistant will only show one leg of
a conference. Subsequence legs of the conference call will not be
logged.
Recording playback uses the default Windows audio playback device.
Depending on the setting in Windows Control Panel, this could be the
PC's speakers or the NEC USB phone audio device.
When using Analog trunks, the Auto Redial function will be available
based on the system configuration. This icon will not be available once
the Elapsed Call Start Talk Timer is displayed.
CTU adapters are not supported on ITH series IP Terminals.
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Overview

Chapter 2
Installation and Configuration of Third
Party CTI/TAPI 2 Driver Setup
___________________________________________________________________________________
SECTION 1
NEC IPK II TSP
TAPI is required in order to interface the IPK II with the PC Assistant. Install the NEC
IPK II TAPI on:
K
PCs that will run the CTI server - TAPI is installed as the server.
K
When the CTI server is installed on a different PC, those computers that will run
the PC Assistant software - TAPI is installed as the client.
The server must be a member on a domain or a client server on a domain. All clients
must be in the domain.
If a CTU Adapter is to be installed on any keyset which will be assigned to the PC
Assistant, the CTU driver must be installed on the PC first.
K
If the TAPI 2 has been installed prior to the CTU driver, the TAPI 2 must be
removed from the system (refer to Section 5, Uninstalling the IPK II TSP), then
install the CTU driver, followed by reinstalling the TAPI 2 driver.
K
If the CTU driver is not installed first, there could be unexpected interactions with
the PC Assistant application.
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SECTION 2
IPK II PROGRAMMING
Requirements:
K
The CPUII( )-U10 ETU
Figure 2-1 CPUII( )-U10 ETU
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The following basic commands must be set in the IPK II:
K
Program 10-12 : CPUII Network Settings
10-12-01
IPK II IP Address = 0-255.0-255.0-255.0-255
IP Address
10-12-02
IPK II Subnet Mask = 0-255.0-255.0-255.0-255
Subnet Mask
10-12-03
IPK II Default Gateway = 0-255.0-255.0-255.0-255
Default Gateway
K
Program 10-20 : LAN Setup for External Equipment
10-20-01
0~65535 (8181 Recommended)
TCP Port No.
10-20-03
Keep Alive
0~255 seconds (default = 30 seconds)
Timer
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SEC
TION 3
INSTALLING THE NEC IPK II TAPI TSP
The NEC IPK II TAPI 2 should be installed on the CTI server and client application
machines (PCs that will have the PC Assistant software).
1.
Insert the CD into the CD-ROM, or browse to the directory in which the TAPI
files are saved. Double-click on the setup.exe file.
2.
The first window appears displaying a welcome note and instructions on
installing. Click Next.
Figure 2-2 Welcome Screen
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3.
Choose Destination Location screen appears allowing you to choose the
destination folder where you install the TAPI driver. Click Next to accept the
default target folder. If necessary, click Browse to choose a different drive or
folder.
Figure 2-3 Choose Destination Screen
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4.
The Setup Address screen appears. Enter the IP address of the computer, the
IP address for the IPK II, and the IPK II port number. Use dot "." between
numbers. The network administrator should give these addresses to you. The
IP addresses and port number must match the entry within the telephone
system programming (Programs 10-12-01 and 10-20-01, device 1). The
server address can be viewed by entering IPCONFIG /ALL at a DOS prompt
from the PC. When you enter the information, click Next.
Figure 2-4 Set Address Information
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5.
Check the installation settings before clicking Next to complete the installation.
Figure 2-5 Start Copying Files Screen
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6.
When the process of copying the files is complete, the following Setup Complete
screen appears. Select Yes, I will restart my computer. Select Finish.

When restarting the computer, the installation process will complete, causing a
small delay while the computer initiates the TAPI settings.

Figure 2-6 Wizard Complete Screen
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SEC
TION 4
CONFIGURING THE NEC IPK II TAPI TSP
1.
To verify that the IPK II TSP is installed correctly and is using the proper
settings, double-click the PHONE AND MODEMS icon from within the Control
Panel (START + SETTINGS + CONTROL PANEL).
2.
Click on the ADVANCED tab to see that the IPK II TSP is installed.
Figure 2-7 Advanced Tab
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Figure 2-8 Configuration Tab
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3.
Click on the DEVICE tab to confirm the system extension ports' status. You
cannot change any data on this screen.
Figure 2-9 Device Tab
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4.
By selecting a device and clicking DETAIL, the Call Mode can be set.
K
Auto Speaker Mode (Default)
If selected, Answer call requests to the selected device via TAPI will be answered
using the speaker.
K
Auto Headset Mode
If selected, Answer call requests to the selected device via TAPI will be answered
using a headset (if connected).

Figure 2-10 Call Mode Screen
5.
To exit, click CANCEL then click OK until you have exited to the Control Panel.
Double-click upper left hand corner of the Control Panel to close the window.
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SEC
TION 5
UNINSTALLING THE IPK II TSP
1.
Go to the Windows Control Panel + Administrative Tools + Services.
2.
Locate the IPK II TspStart service, and select STOP.
Figure 2-11 Services Screen
3.
Locate the Telephony service, and select STOP.
Figure 2-12 Telephony Screen
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4.
When the Telephony Service stops, double-click the ADD/REMOVE
PROGRAMS icon from the Control Panel. Select IPK II TSP from the INSTALL/
UNINSTALL tab, then click ADD/REMOVE.
Figure 2-13 Add/Remove Programs Screen
5.
The verification message follows, click the YES button to proceed with the
uninstall process.
Figure 2-14 Proceed with Uninstall Screen
6.
Click the OK button at the end on the uninstall process. The uninstall of the
IPK II TSP is complete.
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Chapter 3
CTU Adapter Installation
___________________________________________________________________________________
SECTION 1
GENERAL INFORMATION
The installation of the Elite PC Assistant requires four separate installation
procedures, as follows:
CTU Adapter installation
CTU Adapter Software Installation
Elite PC Assistant software installation
CTI Server software
The installation procedures for the CTU Adapters are described in the following
sections. The installation of the Elite PC Assistant application and support software is
covered in Chapter 3.
SEC
TION 2
EQUIPMENT REQUIREMENTS
2.1
PC System
Pentium-class machine with a minimum speed of 500MHz
256 MB RAM (minimum)
10 MB available hard disk space (38 MB additional if .NET framework is
not installed)
Windows 2000 or XP Professional
CD-ROM Drive
MAPI compliant e-mail application (required if using the e-mail features
of the PC Assistant)
Optional PC speakers and microphone
Printer (required for printing features of the PC Assistant)
Mouse
Available USB/Serial Port
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2.2
Telephone Switch
The CT(U)-R Unit supports the NEC Electra Elite IPK II telephone switches.
For the Electra Elite IPK II telephone system, software version V1000 or
higher is required.
2.3
Telephones
The CT(U)-R Unit supports the NEC DTH/DTR Multiline terminals.
Terminal Type:
Any DTH/DTR Terminal with a CT(U)-R
DTH/DTR/ITH

ITH terminals do not support CTU adapters.
2.4
CTU Model
The CTU adapter allows the user personalized control of the telephone from a
desktop or laptop PC. The adapter interfaces the Multiline Terminal with the
PC and is installed on the Multiline Terminal. Microsoft Telephony Application
Programming Interface (TAPI) supports communication between a digital
telephone and a digital KTS switch. With TAPI, a PC connected to the CTU
adapter installed on the Multiline Terminal acts like a desktop telephone. Using
the CTU adapter, the telephone can be used to access sophisticated
communications services.
One model is currently available:
CT(U)-R Unit
The Computer Telephony Adapter [(CT(U)-R Unit] allows a Multiline
Terminal to be connected to a PC using the PC USB port.
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Figure 3-1 CT(U)-R Unit
2.5
AC Adapter
CTU adapter models require an AC adapter.
2.6
USB Cable
A locally provided USB cable will be required to connect the adapter to the PC.
The CTU adapter, AC adapter, and software are bundled together.
2.7
Cable Connections
Cable connections are shown in Figure 3-1 CT(U)-R Unit.
SEC
TION 3
CTU INSTALLATION
3.1
Installation Procedure
1.
Place the telephone upside down.
2.
Use a small screwdriver to push the tabs in front of the PUSH indicator
decaled on each side of the base, and raise the tilt panel slightly.
3.
Using the screwdriver, press down and out in the slot on either side
approximately one inch behind the PUSH indicator to release a latch.
4.
Open the tilt panel.
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5.
With the open tilt panel toward you, and the part description on the
adapter facing up and away from the tilt panel, install the adapter
connector in the socket above the colored wires.
6.
Remove the plastic cutout panel on back or the tilt panel and close the
cover.
3.2
Switch Settings
Switch default settings are listed below. The default settings should be
maintained.
Setting
Default
Setting
Default
1
Off
5
On
2
On
6
On
3
On
7
Off
4
Off
8
Off
SEC
TION 4
CTU SOFTWARE INSTALLATION
4.1
Overview
The installation of the Elite PC Assistant requires three separate installation
procedures, as follows:
CTU Adapter installation
CTU Adapter software installation
Elite PC Assistant software installation
4.2
Installation Procedure for the Elite PC Assistant (Basic)
1.
Close all applications running on your system.
2.
Load the Elite PC Assistant CD-ROM into your CD-ROM drive.
3.
The Setup program will start automatically. Follow the instructions in the
Elite PC Assistant Installation Wizard.
If the Setup does not automatically start, proceed to step 4. Otherwise,
skip the next step and follow the directions given in the Installation
Wizard.
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4.
On the Windows Desktop, choose Start-Run. Run the Setup program
by entering F:\Setup.exe (where F: is your CD-ROM drive) and follow
the directions from the Installation Wizard.
4.3
Start Up
1.
To start the NEC Elite PC Assistant, from the Start menu select:
Programs
NEC Elite PC Assistant.
2.
After the boot up process has been completed, the main application
window will be displayed.

An error message will be displayed if the application cannot initialize the
TAPI device. Review the installation instruction for the CTU adapter and
CTU adapter software before attempting to restart the Elite PC Assistant.
Figure 3-2 Startup Error Message
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CTU Adapter Installation

Chapter 4
Elite PC Assistant Operation
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SECTION 1
GENERAL OPERATION
This chapter describes the basic operations of the Elite PC Assistant. Additional
information about the product feature set can be found within the on-line help system.
SEC
TION 2
TOUR OF THE MAIN MENU
The main screen of the Elite PC Assistant presents valuable information about the
current call activity and provides easy access to the basic operations. Using either the
mouse or keyboard, the user can quickly move between the different areas of the
screen to dispatch callers, search the personal directory, and view the status of the
individual lines.
Off Hook Indicator &
Control
File Menu
Call Control Buttons
Call List
Directory
Figure 4-1 Elite PC Assistant Main Screen
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The main screen consists of the following areas:
Call List Maintains a history of call activity at the console. Allows easy access to
previously dialed numbers. Also, once the desired telephone number has been
entered into the call list, the Enter key can be used to initiate the outbound dial.
Lamp Indicator Area Displays information about the current call, a queue of all calls
currently active on the console, and provides access to one click switching. By
hovering the mouse over a specific lamp indicator, display information is shown.
Call Control Buttons Provides shortcuts to commonly used functions on the
telephone.
Directory Tree list view of the directory, which can be expanded to reveal alternate
telephone numbers.
File Menu Provides the standard windows controls and access to standard
operations and utilities through the pull-down menus.
2.1
Main File Menu Dropdown Menus
The Main File Menu provides a series of drop-down menus, which list all of
the functions available within a selected category. The functions available
from the Main File Menu are as follows:
File
Preferences Used to access:
General:
Docked edge Choose how the application will appear on Windows
Desktop.
Auto Hide Window Choose whether the application will auto hide and
if checked, choose whether the application will Pop-up on incoming
calls.
Confirm Exit Choose whether or not a dialog is displayed when
shutting down PC Assistant.
Ringing Choose whether to enable or disable ringing through the PC
speakers.
E-mail Integration Enable/Disable E-Mail Integration. (Professional
version only).
Quick Message Client
Directory:
Shortcuts.
Name Display for directory.
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Recording - Used to access:
Compression Rate Choose the compression rate for recordings.
Recording Profile Choose to record all calls, or if left unchecked, only
user selected internal or external calls will be recorded.
Personal Greeting Used to access:
Enable Voice Greeting Use this option to enable/disable the voice
greeting to be played to the outside caller. If this feature is enabled,
every inbound CO/PBX, TIE, DID, or DIT/ANA call to the PC Assistant
will play this pre-recorded greeting, once the call has been answered.
This greeting can be recorded using the Windows Sound Recorder.
(requires CTU installed on Digital terminal).
Tool Buttons Used to access:
Tool Button Settings Use this feature to define the tool bar to your
own liking and change the Hot Key functions to your preference.
Screen Pop Used to access:
Contact Manager Choose which Personal Information Manager Elite
PC Assistant will integrate with to provide screen pops. If none are
used, leave the "none" setting unchanged.
Activation Choose when you want the screen pop to take place, i.e.
when ringing, once the call has been answered, or manually use the
program button to show screen pop.
Call Filter Choose whether you want to show screen pops for all
incoming external/internal calls or only external incoming calls.
Call Log Used to:
View inbound and outbound internal or external calls to and from the
user. Other features include the capability to redial a number within the
call log, replay a recording from within a call log record, delete/erase a
record from the call log, e-mail a call log record using the default e-mail
client, print all or part of the call log, and archive/save all or part of the
call log to a designated file.
Visibility Use these settings to define how the Call Log will appear.
1. Type Inbound or Outbound Call.
2. Date in which the call was made.
3. Time Time the call was initiated / received.
4. Number Telephone Number that was called / received.
5. Name Name of the party that was called, if the call was an
inbound call, the Caller ID information will appear if the KTS
is set to receive Caller ID on inbound calls.
6. Duration How long the call was in progress.
7. Line The trunk number that was used for the call.
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Directory:
Directory
Contacts
Personal
Help Used to access Contents and Index or About Elite PC Assistant.
Exit - Used to close the Elite PC Assistant application.
2.2
Function Toolbar
The Function Toolbar provides quick access to the most commonly used call
processing and user functions. A function on the toolbar can be selected by
using the mouse to click on the desired function button or pressing the
associated Function Key (F1 - F12; ALT F1 ALT F11) on the keyboard.
Individual buttons on the Function Toolbar become disabled if the function is
not allowed for the current state of the users terminal. For example, the
Answer button is only enabled when a call is ringing into the user's position.
2.3
Answer Incoming Call
When a call arrives, the Elite PC Assistant generates a notification tone and
adds a new Ringing entry to the Lamp Indicator Area. The attendant can
answer the call using any of the following methods.
Use the mouse to select the Answer function (
) on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard (F1).
- OR -
Use the mouse to select the Ringing call entry within the Lamp
Indicator Area.
When an inbound call is answered, the state of the call will change from
Ringing to Active on the Active Lamp Indicator Area.
If the user has another active call when a ringing call is answered, the active
call will automatically be placed on hold.
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2.4
Transfer a Call
Figure 4-2 Transfer Call Screen
The Elite PC Assistant provides several different methods to initiate a
transfer on an active call. The Transfer function can be used to initiate a
transfer to an external number or internal extension. The Elite PC Assistant
also provides the option to perform either a supervised transfer or
unsupervised (blind) transfer.
To redirect a call using the Transfer function:
1.
Use the mouse to select Transfer (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (F3).
2.
Enter the number to be dialed in the Destination field within the Data
Entry area.
3.
Select the Start option within the Data Entry area to initiate a supervised
transfer. When the destination party answers, announce the transfer and
then select Complete from the Data Entry area. If the destination does
not answer or does not want to take the call, select Cancel from the
Data Entry area to reconnect to the original caller.
- OR -
Select the Blind option within the Data Entry area to initiate an
unsupervised (blind) transfer. The call will be immediately routed to the
specified destination.
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2.5
Hang Up on a Call
To disconnect from an active call:
Use the mouse to select Hang Up (
) from the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (F4).
When an active call is disconnected, the call entry will be removed from the
Lamp Indicator Area.
2.6
Setup a Conference Call
Figure 4-3 Setting Up a Conference Call Screen
With an active call, the Elite PC Assistant can establish a conference
between the caller, attendant, and a third party.
To initiate a conference using the Conference function:
1.
Use the mouse to select the Conference function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (F6).
2.
Enter the telephone number of the conference party into the Destination
field within the Data Entry area.
3.
Select the Start option within the Data Entry area to initiate the
conference.
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4.
When the destination answers, announce the conference and then
select Complete in the Data Entry area to create the three-way
conference call. If the destination does not answer or does not want to
participate in the conference, select the Disconnect option in the Data
Entry area.
2.7
Forward Calls
Figure 4-4 Forwarding Call Destination Screen
To set forwarding using the Forwarding function:
5.
Use the mouse to select the Forward Calls function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (Alt + F7).
6.
Select the forwarding mode in the Forwarding Mode field within the
Data Entry area.
H Busy or Not Answered
H Immediate
H Not Answered
H Immediate with Ringing
H Busy
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7.
Enter/Select the Destination number in the Destination field within the
Data Entry area.
8.
Select the Start option within the Data Entry area to set forwarding.
To cancel forwarding using the Forwarding function:
9.
Use the mouse to select the Forward Calls function on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard (Alt + F7).
Click Cancel Call Forward.
10.
Select the forwarding mode in the Forwarding Mode field in the Data
Entry area.
11.
Select the Start option within the Data Entry area to cancel forwarding.
To set Do Not Disturb:
1.
Set
2.
Cancel
2.8
Record Conversations
The Elite PC Assistant provides the ability to record the active call and save
the recording as a file on the PC, when using the a digital terminal (DTH/DTR)
with a CTU adapter installed. This file can then be played back within the
application or e-mailed as a .WAV file to another user. Recordings are
associated with individual entries in the Call Log and can be accessed under
File -> Call Log.
To start recording a call
Use the mouse to select Record (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (F8).
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To stop a recording:
Use the mouse to select Record on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
If recording is stopped and restarted on the same call, the individually
recorded sessions will be combined into a single file.
If a call that is being recorded is placed on hold, the recording will
automatically be restarted when the call is retrieved from hold.
To automatically record all calls:
1.
On the File menu, select the Preferences option.
2.
Select the Recording tab on the Preferences menu.
3.
Select the Compression Rate.
4.
Select the Record All Calls option.
5.
Select OK to save the new setting.
2.9
Page
Figure 4-5 Paging Screen
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To send a Page:
1.
Use the mouse to select Page (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (F9).
2.
Select Internal, External or Combined.
3.
Select the paging zone to be accessed within the Data Entry area.
4.
Select the Start option within the Data Entry area to initiate the page.
5.
Announce the page.
6.
Simply hang up the phone or select the Hang Up function to disconnect
from the paging system.
2.10
Park a Call
Figure 4-6 Parking a Call Screen
The Elite PC Assistant provides functions to transfer the active call to a park
location and to retrieve a call from a park location.
To Park the active call:
1.
Use the mouse to select the Park function (
) on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard (F10).
2.
Select the park Location (0 through 9) within the Data Entry area.
3.
Select Start within the Data Entry area to transfer the active call to the
park location.
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4.
If the park location is currently occupied, a warning message will be
displayed. The attendant will then be reconnected to the caller and
allowed to select a different park location.
2.11
Unpark a Call
Figure 4-7 Unparking a Call Screen
To retrieve a call using the Unpark function:
1.
With the digital telephone idle (no active call), use the mouse to select
the Unpark function (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (F11).
2.
Select the park Location (0 through 9) within the Data Entry area.
3.
Select Start within the Data Entry area to retrieve the call from the park
location.
4.
If the park location is currently empty, a warning message will be
displayed. The attendant will then be allowed to select a different park
location.
Figure 4-8 Empty Park Location Warning Message
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2.12
Pick Up a Ringing Call
Figure 4-9 Ringing Call Destination Screen
To pickup a call using Directed Call Pickup:
5.
With the digital telephone idle (no active call), use the mouse to select
the Directed Call Pickup function (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (F11).
6.
Select the Pickup Type (default: Direct Station Pickup) within the Data
Entry area.
7.
Enter in the Number within the Data Entry area.
8.
Select Start within the Data Entry area to retrieve the call from the
location.
Only Pickup Types that are defined in the TAPI Feature codes tab (File
Telephony
Telephony Configuration
Feature Codes) will be listed
under Pickup Types.
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2.13
Setting Do Not Disturb
To set do not disturb using the Do Not Disturb function:
9.
With the digital telephone idle (no active call), use the mouse to select
the Forward Calls function (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (Alt + F7).
2.14
Creating a Custom Message
Figure 4-10 Message Destination Screen
To set a customized message for Do Not Disturb using the Custom
Message function:
10.
Use the mouse to select the Custom Message function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (Alt + F2).
11.
Select the message from the Message drop down list within the Data
Entry area.
12.
Specify a Date and Time for the custom message to take place.
13.
Select Set within the Data Entry area to assign the Message to Do Not
Disturb.
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To clear a customized message for Do Not Disturb using the Custom
Message function:
14.
Use the mouse to select the Custom Message function on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard.
15.
Select Clear within the Data Entry area to clear the current message
assigned to Do Not Disturb.
2.15
Activating Barge In
Figure 4-11 Barge In Destination Screen
Barge in on a conversation using the Barge In function:
16.
Use the mouse to select the Barge In function (
) on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard (Alt + F3).
17.
Select Station or Trunk within the Data Entry area.
18.
Enter in the Number within the Data Entry area.
19.
Select Start within the Data Entry area to override the conversation of
another internal user.
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2.16
Setting Background Music
Enable/Disable background music using the Background Music
function:
20.
Use the mouse to select the Background Music function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (Alt + F4).
21.
If music is enabled, `BGM on' will appear on the telephone display and
begin to play music over the telephone speaker when the phone is idle.
22.
If music is disabled, 'BGM off' will appear on the phone display and stop
playing music over the telephone speaker when the telephone is idle.
2.17
Selecting Voice Over Split
Override a conversation using the Voice Over function:
23.
When placing a call, if the called party is busy:
24.
Use the mouse to select the Voice Over function (
) on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard (Alt + F5).
2.18
Setting Last Number Redial
Setting Last Number Redial using the Last Number Redial function:
25.
When placing an outgoing call, if the called party is busy/no answer, use
the mouse to select the Last Number Redial function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard (Alt + F8).
2.19
More Function
A shortcut to function buttons using the More function:
26.
This button (
) provides a drop down list of all the functions available
on the Elite PC Assistant.
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27.
Functions that are grayed out represent functions that are not currently
available during the state of the phone.
SEC
TION 3
CUSTOMIZING YOUR APPLICATION
The Elite PC Assistant offers several configuration options that can be used to
customize the look and performance of the application.
The following operations are available to customize the console.
3.1
Function Preferences
Figure 4-12 Function Preferences Screen
The Elite PC Assistant has functions that can be assigned to different hot
keys. You can also set the order of the functions visible from the main
window.
To change the hot key for a function:
1.
From the main screen, select File
Preferences
Tool Buttons tab.
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2.
Click the function name under Tool Buttons.
3.
Edit the Accelerator field.
4.
Press OK.
To change the order of the function:
5.
From the main screen, select File
Preferences
Tool Buttons tab.
6.
Click the function name under Tool Buttons.
7.
Edit the Move Up or Move Down buttons to place the function in order.
8.
Press OK.
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3.2
Preferences for the Main Window
Figure 4-13 Main Window Preference Screen
The Elite PC Assistant main window can be docked to the top, left, bottom, or
right in the Preferences menu under the General tab.
To change docking sides:
9.
From the main screen, select File
Preferences
General tab.
10.
Select the side you want Elite PC Assistant to dock to.
11.
Press OK.
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To allow Auto Hide mode:
12.
From the main screen, select File
Preferences
General tab.
13.
Check the Auto Hide box to enable auto hiding.
14.
Press OK.
Enable/Disable confirmation upon Exit:
15.
From the main screen, select File
Preferences
General tab.
16.
Check the show confirm dialogue on exit to show the dialogue or
uncheck to disable it.
17.
Press OK.
To allow Ringing through Speakers:
18.
From the main screen, select File
Preferences
General tab.
19.
Check the enable ringing through speakers box.
20.
Press OK.
Email Integration:
21.
From the main screen, select File
Preferences
General tab.
22.
Check the Email Integration box to enable email integration with the
Elite PC Assistant.
23.
Press OK.
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3.3
Changing the Call Log Layout
Figure 4-14 Call Log Preferences Screen
The Elite PC Assistant provides several options to change the layout of the
Call Log. The size and location of each column can be modified and the entire
Call Log can be sorted based upon any individual column.
To change the visible columns within the Call Log Tab:
1.
On the File menu, select the Call Log option.
2.
Select the View tab on the Set Visible Columns menu.
3.
Check each column that will be visible on the Call Log.
4.
Press OK to save the settings.
To change the order of the columns in the Directory Tab:
1.
Position the mouse cursor within the heading of the column to be moved.
2.
Hold down the left mouse button and drag the column to the new
position.
To change the width of a column in the Call Log Tab:
1.
Position the mouse cursor within the heading and on the right edge of
the column to be resized. When the mouse is in the proper position, the
mouse cursor will change to a double-headed arrow.
2.
Hold down the left mouse button and drag the border of the column to
the new width.
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To sort the contents of the Call Log Tab:
1.
Position the mouse cursor within the heading of the column to use for
sorting.
2.
Press the left mouse button to sort the Call Log in ascending order
based upon the contents of the selected column.
3.
Pressing the left mouse button a second time will sort the Call Log in
descending order.
3.4
Pop a Contact
Figure 4-15 Screen Pop Tab
Contact Manager:
1.
From the main screen, select File
Preferences
Screen Pop tab.
2.
Check the Contact Manager you wish to use to integrate with the Elite
PC Assistant.
3.
Press OK.
Call Filter:
4.
From the main screen, select File
Preferences
Screen Pop tab.
5.
Click the Open contact for all calls button to enable contacts popping
up for all incoming calls.
- OR -
6.
Click the Open contact for external calls only button to enable
contacts popping up for all external calls only.
7.
Press OK.
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SEC
TION 4
WORKING WITH THE PERSONAL DIRECTORY
The Elite PC Assistant provides a personal directory to assist in handling call activity.
Each contact person can be entered into the directory to provide the user with quick
access to contact information and an easy method to send calls. The directory is
viewed from the main window File Drop Down Menu.
To access the Directory Tab:
Click on the Directory drop down arrow.
Operations that can be performed on the directory include the following:
4.1
Adding a New Entry to the Directory
To add a new entry to the Directory:
1.
On the Directory/New pull down menu, click New, New Entry.
2.
Enter the appropriate data in the designated text fields.
3.
To enter an alternate number, select New in the Alternate Number area,
and enter the telephone number and type.
4.
Select a department by checking appropriate department in the type list.
5.
Click Add to add the new entry to the Directory and OK to exit and save
the Directory Maintenance menu.
4.2
Deleting an Entry from the Directory
To delete a single directory entry:
Select the directory entry with a right mouse click. From the pop up
menu, select the Delete option.
4.3
Call Handling within the Directory
The Directory provides easy access to several common call handling
functions.
To dial a number within a Directory entry:
1.
Double-click on the specific field to be dialed. Valid fields for dialing
include: Extension, Alternates, Supervisor Phone, and Assistant Phone.
2.
Then click the dial function.
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- OR -
Right click the specified field to be dialed. Valid fields for dialing
include: Extension, Alternates, Supervisor Phone, and Assistant
Phone. From the pop up menu, select the Dial Extension option.
To initiate a supervised transfer to a Directory entry:
1.
Press the right mouse button to select the directory entry to receive
the call.
2.
From the pop up menu, select the Transfer - Supervised option.
3.
When the party answers, announce the transfer, and then press the
Complete.
4.
If the destination does not answer or does not want to receive the
transfer, press the Disconnect button in the Data Entry dialog to
reconnect to the original caller.
To initiate an unsupervised (blind) transfer to a Directory entry:
1.
Press the right mouse button to select the directory entry to receive
the call.
2.
From the pop up menu, select the Transfer - Immediate option.
To initiate a conference with a Directory entry:
1.
Press the right mouse button to select the directory entry to add to
the conference.
2.
From the pop up menu, select the Conference option.
3.
When the party answers, announce the conference, and then press
the Complete button on the Data Entry dialog.
4.
If the destination does not answer or does not want to join the
conference, press the Disconnect button in the Data Entry.
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SEC
TION 5
VIEWING THE CALL HISTORY
The Elite PC Assistant maintains a Call Log, which provides a historical trace of the
assistant's call activity. Each inbound and outbound call generates a record in the call
log. This information can be used to retrieve details about specific calls and perform
functions such as re-dialing a previous call or playing back a recorded telephone
conversation. The Elite PC Assistant also maintains a Call List, which provides a
historical trace of the assistant's most recent call activity.
To access the Call Log:
K
Click on the File -> Call Log in the middle of the main window.
SEC
TION 6
RE-DIALING A NUMBER FROM THE CALL LOG
To re-dial a number:
1.
Double-click a call log entry to automatically redial the specified number.
- OR -
1.
Press the right mouse button to select the Call Log record to be redialed.
2.
Select Dial from the pop up menu.
SEC
TION 7
PLAYING BACK A RECORDED TELEPHONE CONVERSATION
The Record function is used to capture a telephone conversation and save the
recording on the PC. The recording is attached to the Call Log record and indicated
by the recording icon within the Type field.
To playback a recording:
1.
Press the right mouse button to select the Call Log record that contains the
recording.
2.
Select Play from the pop up menu. The Playback window will open and the
recording will automatically start playing.
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Figure 4-16 Playback Screen
The Playback window provides the following controls:
Slider bar - advances as the playback progresses.
Dragging the slider will change the current playback
position within the recording.
Play - Start/resume playback of the recording.
Pause - Suspend playback at the current position.
Stop - Suspend playback and set the current position to
the beginning of the recording.
SEC
TION 8
CALL LOG
8.1
Deleting Records from the Call Log
To delete a single Call Log record:
Select the Call Log record with a right mouse click. From the pop up
menu, select the Delete option.
- OR -
Highlight the Call Log record and from the Call Log Drop Down menu
select the Delete option.
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To delete a block of Call Log records:
1.
Highlight the records to be deleted using the shift/control key.
2.
Right mouse click within the highlighted block. From the pop up menu,
select the Delete option.
- OR -
From the Call Log Drop Down menu, select the Delete option.
8.2
Sending a Call Log Record or Recording using E-mail
To send a call log record or recording using e-mail:
1.
Press the right mouse button to select the Call Log record to be sent.
2.
From the pop up menu, select the E-Mail option. This will create a new
mail message using your default e-mail client, with the call log detail
included in the body of the message. If a recording is associated with the
call log record, then the sound file for the recording will be attached to
the message.
8.3
Printing the Call Log
The Elite PC Assistant provides the capability to print all or part of the call
history. Options are also provided which allow the format of the call log to be
modified for printing.
To print the entire Call Log:
1.
From the Call Log menu, select the Print option, followed by Print All.
- OR -
Right mouse click within the highlighted block. From the pop up menu,
select the Print option, followed by Print All.
2.
Specify the destination printer and then click OK.
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To print selected records from the Call Log:
1.
Highlight the records to be printed.
2.
From the Call Log menu, select the Print option, followed by Print
Selected.
- OR -
Right mouse click within the highlighted block. From the pop up menu,
select the Print option, followed by Print Selected.
3.
Specify the destination printer and then click OK.
To change the format of the Call Log for printing:
Within the Call Log form:
To change the column order, use the mouse to drag individual columns to
a new position.
To change the columns to be included, on the View menu of the main
screen of the Assistant, select Set Visible Columns option. Under the
Call Log Tab, check all the columns that are to be included in the printed
directory and click OK.
To change the orientation of the printed output, on the Call Log menu of
the Call Log screen, select Call Log
Print
Page Setup option.
Select either Portrait or Landscape and then click OK.
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8.4
Changing the Call Log Layout
Figure 4-17 Call Log Layout Preferences Screen
The Elite PC Assistant provides several options to change the layout of the
Call Log. The size and location of each column can be modified and the entire
Call Log can be sorted based upon any individual column.
To change the width of a column in the Call Log Tab:
1.
Position the mouse cursor within the heading and on the right edge of
the column to be resized. When the mouse is in the proper position, the
mouse cursor will change to a double-headed arrow.
2.
Hold down the left mouse button and drag the border of the column to
the new width.
To sort the contents of the Call Log Tab:
1.
Position the mouse cursor within the heading of the column to use for
sorting.
2.
Press the left mouse button to sort the Call Log in ascending order
based upon the contents of the selected column.
3.
Pressing the left mouse button a second time will sort the Call Log in
descending order.
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8.5
Archiving the Call Log
Regular maintenance of the Elite PC Assistant should include archiving of
the Call Log. This operation is beneficial for reducing the number of call
records displayed within the application, and therefore, improving access
when searching for individual records. The archival process also provides a
method of backing up the call history and storing the records off-line for future
access.
The archive operation saves the call history to a file using Comma Separated
Values (CSV) format. This format can be viewed using a standard text editor
or easily imported into a database or spreadsheet program. During the archive
operation, the user can specify if the recorded files are to be saved or deleted.
If the recorded files are saved, they will be compressed into a zip file, with the
same file name as the archived call records.
To archive the Call Log:
1.
From the Call Log menu, select the Archive option. This will open the
Call Log Archive menu.
Figure 4-18 Call Log Archive Screen
2.
Select the Start Date and End Date for the archive. All call log records
within this range of dates will be included in the archive and removed
from the Call Log.
3.
Select either Save in corresponding .zip to keep the recordings or
Delete Recordings to erase the recordings.
4.
Browse: to point to the directory where the archive file will be created.
5.
Enter the name of the archive after the directory name.
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6.
Press Archive to create the archive file.
SEC
TION 9
ADDITIONAL FEATURES SUPPORTED IN THE CTU-R VERSION ONLY
These features are used with DTH/DTR digital terminals and a CTU adapter:
E-mail Integration
Personal Greeting
Recording
Details on using these features are provided within the Elite PC Assistant online help
system.
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INT-1090 (IPK II)
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Document Outline