2N PBX Assistant User Manual
2N
®
PBX Assistant
USER MANUAL
PBX Assistant
Version 1.2
User Manual – PBX Assistant 1
www.2n.cz
2N
®
PBX Assistant
Dear customer,
let us congratulate you on having purchased the 2N OMEGA Lite system. This new
product has been developed and produced in order to provide the maximum utility
value, quality and reliability to the user. We hope you will be fully satisfied with the
2N OMEGA Lite for a long time.
User Manual – PBX Assistant 2
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2N
®
PBX Assistant
CONTENTS
1. Introduction to 2N PBX Assistant .................................................................. 5
2. 2N PBX Assistant Putting in Operation ......................................................... 6
2.1. 2N XAPI Server Installation and Putting in Operation ............................................................. 6
2.2. 2N PBX Assistant Installation ................................................................................................ 12
2.2.1. The automatic search of a running 2N® XAPI Server ................................................................. 15
3. 2N PBX Assistant Description ..................................................................... 17
3.1. Display ..................................................................................................................................... 17
3.2. Keypad ..................................................................................................................................... 19
3.3. Handset .................................................................................................................................... 19
3.4. + - Buttons ............................................................................................................................... 20
3.5. MENU Buttons ......................................................................................................................... 20
3.6. Programmable Buttons with Active LEDs ................................................................................ 21
3.7. Hide, Minimise, Terminate Buttons .......................................................................................... 21
4. 2N PBX Assistant MENU ............................................................................... 22
4.1. Set - Application ....................................................................................................................... 22
4.1.1. Set – Application-Contact .......................................................................................................... 22
4.1.2. Set – Application-Telephone ..................................................................................................... 24
4.1.3. Set – Application-Keypad .......................................................................................................... 25
4.1.4. Set – Application-Sounds .......................................................................................................... 25
4.1.5. Set – Application-Skins ............................................................................................................. 26
4.1.6. Set – Application-Tariff ............................................................................................................. 27
4.1.7. Set – Application-Menu ............................................................................................................. 28
4.1.8. Set – Applications-Others .......................................................................................................... 28
4.2. Set - Language ........................................................................................................................ 29
4.3. Set - Passwords ....................................................................................................................... 29
4.4. Set – Buttons ........................................................................................................................... 30
4.4.1. Automatic .................................................................................................................................. 30
4.4.2. Manual ....................................................................................................................................... 30
4.4.3. Button Labels ............................................................................................................................. 32
4.5. Set – Call Forwarding .............................................................................................................. 34
4.6. Set – ME - MobilityExtension ................................................................................................... 35
4.7. Set – Volumes and Tones ....................................................................................................... 36
4.8. MENU - Show .......................................................................................................................... 37
4.8.1. Show - History ........................................................................................................................... 37
4.8.2. Show - Queues ........................................................................................................................... 38
4.8.3. Show - Held Calls ...................................................................................................................... 38
4.8.4. Show - Parking .......................................................................................................................... 38
4.8.5. Show - Personal Short Dials ...................................................................................................... 39
4.8.6. Show - Common Short Dials ..................................................................................................... 40
4.8.6.1. Short Dial Setup ............................................................................................................... 40
4.8.7. Show - Databases ....................................................................................................................... 42
4.8.7.1. Client Database Setup during Call ................................................................................... 43
4.8.7.2. Client Database Setup in Database Application ............................................................... 43
4.8.7.3. Database Search ............................................................................................................... 46
4.8.7.4. Database Export and Import ............................................................................................. 46
4.8.7.5. Dial Number from Database ............................................................................................. 47
User Manual – PBX Assistant 3
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2N
®
PBX Assistant
4.8.7.6. Switch Call to Database Number ..................................................................................... 47
4.8.7.7. Invite Database Member to Conference ........................................................................... 47
4.8.8. Show - XML .............................................................................................................................. 47
4.9. MENU - Action ......................................................................................................................... 49
4.9.1. Action – Open ............................................................................................................................ 49
4.9.2. Action – Close ........................................................................................................................... 49
4.9.3. Action - Minimise ...................................................................................................................... 49
4.9.4. Action - Hide ............................................................................................................................. 49
4.9.5. Action – Load Desktop .............................................................................................................. 49
4.9.6. Action – Save Desktop .............................................................................................................. 50
4.9.7. Action – Print Button Labels ..................................................................................................... 50
4.9.8. Action - Exit .............................................................................................................................. 50
5. Automatic Dialling ........................................................................................... 51
5.1. Putting in Operation ................................................................................................................. 51
5.2. Import of List of Contacts ......................................................................................................... 51
5.3. Start of Automatic Dialling ....................................................................................................... 52
5.4. Setup ........................................................................................................................................ 53
5.5. End of Automatic Dialling ......................................................................................................... 54
5.6. Editing and Browsing ............................................................................................................... 54
5.7. Creation of List of Contacts in MS Excel ................................................................................. 55
5.8. Stable Name Display ............................................................................................................... 55
User Manual – PBX Assistant 4
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2N
®
PBX Assistant
1. Introduction to 2N PBX Assistant
In combination with the 2N StarPoint digital key phone, the 2N PBX
Assistant application provides the highest 2N OMEGA Lite user comfort.
It gives you full control of your telephone line and access to all client
settings.
With your PC keyboard, you can control the basic telephone services such
as:
- Handset pick-up for HandsFree mode
- Entering telephone numbers
- Call switching
- Hang-up
- Call volume control
User Manual – PBX Assistant 5
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2N
®
PBX Assistant
2. 2N PBX Assistant Putting in Operation
Before putting the 2N PBX Assistant in operation, make sure that the 2N
XAPI Server SW, which creates the interface between the 2N OMEGA Lite PBX
and the 2N PBX Assistant, has been installed and licensed properly.
2.1. 2N
What you need:
What to do:
You are recommended to install the 2N XAPI Server SW to a dedicated PC.
XAPI Server Installation and Putting in Operation
2N OMEGA Lite PBX, v. 4.05rev14 and later
2N XAPI Server SW (part of the installation CD), v. 1.17E and later
PC serial port - PBX interconnecting cable (included in PBX delivery)
PC supporting WIN XP, Vista (minimum configuration: Pentium
III./512 MB RAM/800 MHz)
Interconnect the PBX (RJ12 socket on the left-hand side of the PBX)
and your PC (serial port with a CANNON 9-pin connector) using the serial
interconnecting cable.
Install the 2N XAPI Server SW from the CD and launch it.
User Manual – PBX Assistant 6
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2N
®
PBX Assistant
Follow the installation guide’s instructions while installing.
Be sure to enable the BDE database installation before initial installation.
User Manual – PBX Assistant 7
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2N
®
PBX Assistant
Once the XAPI server has been launched, the basic window is displayed
with module buttons (PBX, BIN, client, licence, database, SMS, XML). If the
installation was successful, the module keys on the panel relax. A blinking red
exclamation mark signals errors, if any.
Select the PBX setup parameters in the PBX module:
- COM – PC serial port
- TCP (VoIP module IP address if available in the PBX, Port 6812)
- COM Baud rate (typically 57,600)
User Manual – PBX Assistant 8
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2N
®
PBX Assistant
Insert the required licence. To obtain the licence, contact the supplier,
specifying the SrvId/BXId number obtained by selecting MENU – Help - About
application.
Licences are granted for a certain number of users (clients) and period of
time. Insert the obtained licence in the Licence module with after pressing
Enter licence.
A licence consists of two components.
User Manual – PBX Assistant 9
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2N
®
PBX Assistant
Upon confirmation, the licence is displayed in the list of licences.
Now you can create users (clients) in the Users module by pressing and
then .
User Manual – PBX Assistant 10
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2N
®
PBX Assistant
Enter:
- Name
- Pass (Password)
- Line
- Rights -STS, CTI, CMD (in conformity with the licence granted)
- Firm = application = O-Assistant
User Manual – PBX Assistant 11
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2N
®
PBX Assistant
2.2. 2N
What you need:
What to do:
PBX Assistant Installation
2N OMEGA Lite PBX, v. 4.05rev14 and later
Running 2N XAPI Server SW (part of the installation CD), v. 1.17E
and later
PC serial port - PBX interconnecting cable (part of the PBX)
PC supporting WIN XP, Vista (minimum configuration: Pentium
III./512 MB RAM/800 MHz)
Install the 2N PBX Assistant from the CD and launch it.
User Manual – PBX Assistant 12
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2N
®
PBX Assistant
Follow the installation guide’s instructions while installing.
Be sure to enable the BDE database installation before initial installation.
When the application has been launched, the login dialogue is displayed.
To run the application for a test period (of 30 days) without any licence,
select the PBX user item.
User Manual – PBX Assistant 13
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2N
®
PBX Assistant
Enter:
- Line – telephone line number
- Password - telephone line password (PBX default setting = 1111)
- User - User name – for information only
- XAPI Server - IP address of the running 2N XAPI Server
If the 2N PBX Assistant licence has been inserted in the 2N XAPI Server, then
use the initial login dialogue.
Enter:
- User – user (client) created in 2N XAPI Server
- Password - user (client) password created in 2N XAPI Server
- Line - user (client) line created in 2N XAPI Server
- XAPI Server - IP address of the running 2N XAPI Server
User Manual – PBX Assistant 14
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2N
®
PBX Assistant
2.2.1. The automatic search of a running 2N® XAPI Server
If you do not know the IP address of your 2N® XAPI Server unit or are not sure, use
the automatic searching function.
Upon installation, the XAPI server text field is filled in with the IP address 127.0.0.1
(local PC) automatically in the application login window.
If this IP address does not match the running 2N® XAPI Server unit, an automatic
search of an active unit in your network is launched. If a 2N® XAPI Server unit is
running, its IP address is displayed together with information on the PBX
connected. Confirm the initiation of the connection opening process with the
selected 2N® XAPI Server device.
If no 2N® XAPI Server unit is active, then start one first and only then log in
to the application.
The automatic search of a running server is available in the 2N® XAPI Server version
1.17J and higher.
User Manual – PBX Assistant 15
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2N
®
PBX Assistant
Upon login confirmation, your PC displays an image of the telephone set
connected.
This means that the installation has been completed successfully
User Manual – PBX Assistant 16
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2N
®
PBX Assistant
3. 2N PBX Assistant Description
In combination with a telephone set, the 2N PBX Assistant is a convenient
tool for making calls, setting telephone functions (assignment of functions to
programmable buttons, printing out button labels, etc.) and activation/deactivation
of complementary services (MobilityExtension, call forwarding, short dialling, etc.).
The graphical telephone set is fully functional and can be controlled with a
“mouse”. All the programmable buttons, including the signalling LEDs, are identical
with the buttons on your physical telephone.
3.1. Display
You can read the current “status” of the connected telephone any time on the
display.
Display information layout:
PBX time - left-hand upper corner
CLIP - middle upper section
Text status - middle bottom section
Graphical status - right-hand upper corner
Call tariff metering - right-hand bottom corner
The calling line identification/restriction (CLIP/CLIR) is displayed as a number. If a
match is found in the PBX name list and/or in the short dialling list, if available, the
respective name is displayed.
The line is at relax (inactive).
The line has been seized (active HandsFree or picked-up handset).
The line is calling number 17.
User Manual – PBX Assistant 17
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2N
®
PBX Assistant
The line is making call with number 17.
The call has been terminated and the handset/HandsFree remains active.
The showroom is calling you.
You are holding line 17 and the handset/HandsFree remains active.
User Manual – PBX Assistant 18
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