Allworx TSP User Manual

Allworx
®
TSP Installation Guide
Version 2.2.2.0
Updated July 24, 2013
Allworx® TSP Installation Guide Version 2.2.2.0
TSP Installation Guide 2.2.2.0
©2013 Allworx Corp, a Windstream company. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopy, recording, or otherwise without the prior written permission of Allworx Corp.
Software in this product is Copyright 2013 Allworx Corp, a Windstream company, or its vendors. All rights are reserved. The software is protected by United States of America copyright laws and international treaty provisions applicable worldwide. Under such laws, the licensee is entitled to use the copy of the software incorporated with the instrument as intended in the operation of the product in which it is embedded. The software may not be copied, decompiled, reverse-engineered, disassembled, or otherwise reduced to human-perceivable form. This is not the sale of the software or any copy of tghe software; all right, title, ownership of the software remains with Allworx or its vendors.
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Introduction ...........................................................................................1
Important Installation Information ....................................................................1
System Requirements .....................................................................................1
Installing.NET Framework ...............................................................................2
Upgrading the Software .......................................................................3
Installing the Allworx TSP Driver ........................................................5
Pre-requisites ..................................................................................................5
Allworx TSP Setup ...........................................................................................7
Configuring the Allworx TSP Driver ...................................................9
Additional Options ...........................................................................................9
Dialing Rules Settings ...................................................................................10
Using Outlook Messaging Application .............................................11
Removing the Software Package ......................................................13
Troubleshooting .................................................................................15
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Note:

1 Introduction

The Allworx Telephony Service Provider (Allworx TSP) is a Telephony Application Programming Interface or TAPI-compliant driver for the Microsoft Windows operating system. This driver supports inbound and outbound calling, call transferring, call parking, and holding and un-holding calls with TAPI-compliant applications.
This document describes the process to set up and configure the Allworx TSP driver.
The processes described in this document require the user to have permissions to Install, Configure, Edit, or Uninstall programs.
Allworx technical support is limited to supporting the Allworx TSP driver to integrate with the Microsoft Outlook messaging system. All other support of third party TAPI compliant applications are the responsibility of the reseller and end-user customer. See the Allworx TSP Application Notes document for more information on using the Allworx TSP drivers with popular Microsoft Windows-based applications.

1.1 Important Installation Information

Review the latest Allworx Release Notes document found on the Allworx public website or Allworx Partner Portal at www.allworxportal.com. Click the Portal Login button. Follow the links to Support > Resources > Documentation > Allworx TSP Installation Guide.
Install the Call Assistant Software Feature Key on the Allworx Server.
Verify the PC running the Allworx TSP driver and the configured Allworx phone are on the same network.
Remote phones can utilize the Allworx TSP driver when connecting the PC to the Allworx phone.

1.2 System Requirements

Allworx Server is running software release 7.0 or higher.
Allworx Server with the Call Assistant Software Feature Key installed.
Allworx phone with firmware 2.0 or greater. A compatible version of the phone firmware automatically downloads to Allworx phones when attached to servers running software release 7.0 or higher.
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Allworx server version 7.5 or greater requires running Allworx TSP version
2.2.2.0.
Allworx phone firmware revision 2.5 or greater requires running Allworx TSP version 2.2.2.0.
T API-compliant application (e.g. Microsoft Outlook messaging application: 2003, 2007 or 2010)
.NET Framework version 3.5 SP 1 (includes 2.0 and 3.0).

1.3 Installing.NET Framework

To install the.NET Framework version 3.5 SP1 installer on the Windows XP operating system:
1. Navigate to www.microsoft.com and locate the .NET Framework 3.5 SP1 installer file.
2. Click the Download button.
3. Double-click the downloaded file to begin the install. Follow the onscreen prompts to complete the installation.
To install the .NET Framework version 3.5 SP1 installer on the Windows Vista, Windows 7, or Windows 8 operating system:
1. Navigate to the computer Start Menu > Control Panel. Verify the view is the Classic view, and click the Programs and Features icon.
2. Click Turn Windows Features on or off (located in the left column). Windows Vista, Windows 7, and Windows 8 operating systems have User Account
Control. Accept to proceed.
3. Select the .NET Framework 3.5 (includes .NET 2.0 and 3.0) installer and click OK the install begins. Click Download files from Windows Update. The install completes.
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2 Upgrading the Software

The system retains the configuration data during the Windows XP-TSP driver upgrade; however, on other operating systems, the system may not maintain the configuration data. Allworx recommends obtaining the configuration data.
To obtain the configuration data:
1. Navigate to the control panel.
For Windows XP, Windows Vista, or Windows 7 operating systems: Start Menu > Control Panel.
For Windows 8 operating system: Click the WINKEY ( ), type “Control Panel”, and select the Control Panel icon.
2. Verify you are in the classic view. Click the icon.
For Windows XP or Windows Vista operating systems: Phone and Modem Options
For Windows 7 or Windows 8 operating systems: Phone and Modem
3. Click the Advanced tab, select Allworx TSP from the list, and then click Configure.
4. Copy the configuration information associated with the currently installed TSP driver , and click Cancel. This opens the Phone and Modem Options dialog box.
To upgrade the TSP driver:
1. Obtain the configuration data – see above.
2. Uninstall previous version of the Allworx TSP driver. The system does not maintain the configuration data in this process. Follow the procedure: “Removing the Software Package” on page 13 for details to remove the previous version prior to the upgrade.
3. Navigate to www.allworxportal.com, and click the Portal Login button. Login with your Allworx Portal Username and Password, and click Login.
4. Click the Skip and go to portal link. Click Support & Training > Software > System Support Files. Select the appropriate driver. This downloads the installer file.
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5. Install the required files. a. Double-click the appropriate installer file.
Separate drivers exist for 32-bit and 64-bit Microsoft Operating Systems and are available in separate compressed-ZIP files, available from the Allworx Portal.
32-bit Operating Systems (installer file name: AllworxTspSetup_x86) for Windows XP, Windows Vista, Windows 7, or Windows 8 operating system workstations.
64-bit Operating Systems (installer file name: AllworxTspSetup_x64) for Windows 7 or Windows 8 operating system workstations.
b. If the installer detects the Visual C++ 2008 Redistributable file is missing, the
Welcome to the Prerequisite Wizard dialog box displays.
Click Next to continue the installation. Check the checkbox, and then click Next. The Visual C++ 2008 Redistributable Setup dialog box displays.
Windows Vista, Windows 7, and Windows 8 have User Account Control. Accept to proceed.
Click Next, the Licensing Terms dialog box displays.
Read and check the checkbox next to I have read and accept the license terms, and click Install. This installs the redistributable file.
Click Finish.
The Welcome to the Allworx TSP Setup Wizard dialog box displays.
6. Click Next to start the Setup Wizard. The Licensing Terms dialog box displays. Read and accept the License Agreement. The page default is I do not accept the terms in the License Agreement.
7. Click Next and the Allworx TSP Setup is ready to install.
8. Click Install to begin installation. Windows Vista, Windows 7, and Windows 8 operating systems have User Account
Control. Accept to proceed.
9. Click Finish to complete the Allworx TSP Setup Wizard.
10.Restart the PC.
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3 Installing the Allworx TSP Driver

3.1 Pre-requisites

Microsoft .NET Framework 3.5 SP 1 installer
To install the Allworx TSP driver:
1. Install the pre-requisite. See page 2.
2. Navigate to www.allworxportal.com, and click the Portal Login button. The login page displays.
3. Login with your Username and Password, and click Login.
4. Click the Skip and go to portal link.
5. Click Support & Training > Software > System Support Files. Select the appropriate driver. This downloads the installer file.
6. Install the required files. a. Double-click the appropriate installer file.
Separate drivers exist for 32-bit and 64-bit Microsoft Operating Systems and are available in separate compressed-ZIP files, available from the Allworx Portal.
32-bit Operating Systems (installer file name: AllworxTspSetup_x86) for Windows XP, Windows Vista, Windows 7, or Windows 8 operating system workstations.
64-bit Operating Systems (installer file name: AllworxTspSetup_x64) for Windows 7 or Windows 8 operating system workstations.
b. If the installer detects the Visual C++ 2008 Redistributable file is missing, the
Welcome to the Prerequisite Wizard dialog box displays.
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Click Next to continue the installation. Check the checkbox, and then click Next. The Visual C++ 2008 Redistributable Setup dialog box displays.
Windows Vista, Windows 7, and Windows 8 have User Account Control. Accept to proceed.
Click Next, the Licensing Terms dialog box displays.
Read and check the checkbox next to I have read and accept the license terms, and click Install. This installs the redistributable file.
Click Finish.
The Welcome to the Allworx TSP Setup Wizard dialog box displays.
7. Click Next to start the Setup Wizard. The Licensing Terms dialog box displays.
8. Read and accept the License Agreement. The page default is I do not accept the terms in the License Agreement.
9. Click Next and the Allworx TSP Setup is ready to install.
10.Click Install to begin installation. Windows Vista, Windows 7, and Windows 8 operating systems have User Account
Control. Accept to proceed.
11.Click Finish to complete the Allworx TSP Setup Wizard.
12.Restart the PC.
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3.2 Allworx TSP Setup

To Add and/or Configure the Allworx TSP driver:
1. Navigate to the control panel. For Windows XP, Windows Vista, or Windows 7 operating systems: Start Menu >
Control Panel.
For Windows 8 operating system: Click the WINKEY ( ), type “Control Panel”, and select the Control Panel icon.
2. Verify you are in the classic view. Click the icon. For Windows XP or Windows Vista operating systems: Phone and Modem Options. For Windows 7 or Windows 8 operating systems: Phone and Modem.
3. Click the Advanced tab.
a. If Allworx TSP is not in the list of available Providers, click the Add button. The
Add Provider dialog box displays.
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Windows Vista, Windows 7, and Windows 8 operating systems have User Account Control. Accept to proceed.
Select Allworx TSP, and then click the Add button. The Configuration dialog box immediate displays.
b. If the Allworx TSP driver is in the list of available providers, then select Allworx
TSP from the Phone and Modem Options dialog box, and then click the Configure button.
Windows Vista, Windows 7, and Windows 8 operating systems have User Account Control. Accept to proceed.
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4 Configuring the Allworx TSP Driver

The Allworx Server Administrator can configure the Allworx TSP driver on a given PC for only one user at a time and assign this user to an Allworx phone. The user may have more than one phone.
Configure the Allworx TSP driver for the user’s phone by entering the Allworx Username, Allworx password, and the Allworx server IP address.
For remote connections to the Allworx server, check the “Server is remote” checkbox, and enter the server’s Plug-N-Play Key.

4.1 Additional Options

Debug: troubleshooting for Allworx technical support
Test Configuration: verifies the IP address of an Allworx server, assigns the selected user an Allworx phone, and validates the username and password.
Click the Test Configuration button to verify the settings. Click OK to store the configuration settings.
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4.2 Dialing Rules Settings

To verify the dialing rules settings:
1. Navigate to the control panel. For Windows XP, Windows Vista, or Windows 7 operating systems: Start Menu >
Control Panel.
For Windows 8 operating system: Click the WINKEY ( ), type “Control Panel”, and select the Control Panel icon.
2. Verify you are in the classic view. Click the icon. The Phone and Modem dialog box displays and the Dialing Rules tab opens as the default.
For Windows XP or Windows Vista operating systems: Phone and Modem Options. For Windows 7 or Windows 8 operating systems: Phone and Modem.
3. Click the Edit button and adjust the settings, as necessary. These settings include country/region, area code, and outside line dialing access for
local and long distance calls. For example, dialing an outside line may require entering either 9 or 78+PIN for the fields under the “Dialing rules” section. Consult the Allworx Server Administrator for the proper settings.
For Windows Vista, Windows 7, and Windows 8 operating systems, click Edit, and the User Account Control asks for permission. Accept to proceed.
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5 Using Outlook Messaging Application

To access the New Call dialog box:
1. Select a contact from the Contacts panel and right mouse-click on the contact.
2. Navigate to Call Contact > New Call. The New Call dialog box opens.
Continue with one of the following options:
To place an outbound call using the Outlook messaging application:
1. Access the New Call dialog box, at the beginning of this section.
2. Select the Number from the drop-down list.
3. Click the Start Call button to place a call from the user’s phone to the selected contact.
4. Click the End Call button or use the phone to end the call.
To select user’s phone or to change phones for users with multiple phones:
1. Access the New Call dialog box, at the beginning of this section.
2. Click the Dialing Options button and the Dialing Options dialog box displays.
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3. Select Allworx: <user’s phone name> from the Connect using line drop-down list. Each phone assigned to a user has an entry in the drop-down list.
On some systems, this selection may not be visible when initially viewing the drop-down menu and the ability to scroll through the selections may not be readily apparent. If Allworx: <user’s phone name(s)> is not available:
a. Check the network connections of the PC and phone(s). b. Check the Allworx TSP configuration (See “Important Installation Information” on
page 1).
4. Enter a name in the Name field, and then enter a phone number in the Phone number field or select an existing number from the drop-down list.
5. Click Add.
6. Click OK to save changes.
To configure or select the dialing rules:
1. Access the New Call dialog box, at the beginning of this section.
2. Click the Dialing Properties button on the Dialing Options dialog box. The Phone and Modem displays with the Dialing rules tab. Click OK.
3. Click Edit. The Edit Location dialog box displays. For Windows Vista, Windows 7, and Windows 8 operating systems, click Edit, and
the User Account Control asks for permission. Accept to proceed.
4. Enter the area code, Country/Region in the appropriate fields. Contact the Allworx Server Administrator for the information for the four dialing rules):
To access an outside line for local calls dial:
To access an outside line for long-distance calls dial:
Use the carrier code to make long-distance coals:
Use the carrier code to make international calls:
5. Click OK to save changes.
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6 Removing the Software Package

Follow the steps in the order given to remove the Allworx TSP driver package completely.
1. Navigate to the control panel. For Windows XP, Windows Vista, or Windows 7 operating systems: Start Menu >
Control Panel.
For Windows 8 operating system: Click the WINKEY ( ), type “Control Panel”, and select the Control Panel icon.
2. Verify you are in the classic view. Click the icon. The Phone and Modem dialog box displays and the Dialing Rules tab opens as the default.
For Windows XP or Windows Vista operating systems: Phone and Modem Options. For Windows 7 or Windows 8 operating systems: Phone and Modem.
3. Click the Advanced tab from the Phone and Modem Options dialog box. Select with the Allworx TSP provider as shown in the figure below, click the Remove button.
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For Windows Vista, Windows 7, and Windows 8 operating systems, click Edit, and the User Account Control asks for permission. Accept to proceed.
4. Click Yes to confirm removal of Allworx TSP.
5. Open the option on the Windows Control Panel used to remove currently installed programs and features.
In the Windows XP operating system, this is Add or Remove Programs. In the Windows Vista, Windows 7, or Windows 8 operating systems, this is Programs
and Features.
6. Select the Allworx TSP entry and click the Remove button to remove the package. For Windows Vista, Windows 7, and Windows 8 operating systems, click Edit, and
the User Account Control asks for permission. Accept to proceed.
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7 Troubleshooting

Problem Cause Solution
TSP Installation Guide 2.2.2.0
Allworx TSP does not show in the Telephony Providers List after installation.
The Allworx TSP does not show up in the Telephony Providers List after installing the.NET Framework
4.0/4.5 installer.
Upgrading the Allworx TSP on Windows Vista fails and during the upgrade shows many Windows services in use which must be shutdown before the upgrade can proceed.
Allworx TSP was uninstalled but shows AllworxTSP.tsp the Phone and Modem advanced options dialog and the Remove button is inactive.
A missing dependency causes this problem. The Allworx TSP driver requires installation of the.NET Framework version
3.5 installer. The.NET 3.5 Framework
installer not being present on the system causes this problem. Even though version
4.0/4.5 of the framework is a later version of the framework, version 3.5 is still required to be present on the system for the Allworx TSP for proper configuration. This may be due to a new installation of Windows 7 or Windows 8 or simply missing the dependency.
The Allworx TSP being present in the Telephony Service Providers List during the upgrade causes this problem.
Not removing the Allworx TSP from the providers list prior to running the uninstaller causes this problem.
NET Framework version 3.5 SP1 (includes 2.0 and 3.0) installer. This is available from Microsoft: See “Installing.NET Framework” on page 2.
.NET Framework version 3.5 (includes 2.0 and
3.0) installer. This is available from Microsoft: See “Installing.NET Framework” on page 2.
It is required to complete the procedure “Removing the Software Package” on page 13 to remove the previous version of the Allworx TSP prior to the upgrade. Note: The system does not maintain configuration data with the removal of the Allworx TSP. Allworx recommends copying the configuration data prior to the removal of the Allworx TSP. See “Upgrading the Software” on page 3 for more information.
Run the Allworx TSP installation program to install the Allworx TSP. Once installed, follow the procedure titled “Removing the Software Package” on page 13 to remove the Allworx TSP correctly following the steps in order.
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Problem Cause Solution
The Outlook contacts dialer displays a dialog which states “To start call, lift receiver”, and I can’t figure out how to dial my Outlook contact.
Cannot make a TAPI call when running Microsoft Communicator and Outlook.
The dialer configuration uses a modem and not the Allworx TSP. To use the Allworx TSP, configure it for use.
There is a known issue with Microsoft Outlook 2007 and Outlook 2010 such that users cannot make a TAPI call if either is running in conjunction with Microsoft Office Communicator 2007.
1. Navigate to Start > Control Panel > Phone and Modem > Advanced.
2. Verify the Allworx TSP is present in the list. a. If the Allworx TSP is not present in the
telephony providers list:
• Click Add…
• Select Allworx TSP from the list.
• Click Add.
• Select Allworx TSP provider from the list.
• Click OK.
b. If the Allworx TSP is present in the
telephony providers list:
• Select Allworx TSP provider from the list.
• Click OK.
Corrective information is available in Microsoft Knowledge Base Article 959625. Depending on the version of these tools active at the time, the TAPI application requires a Microsoft hot-fix and/or a registry setting change to enable a successful TAPI call.
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