All Rights ReservedComcode 108239393
Printed in U.S.A.Issue 2
July 1998
Notice
While reasonable efforts were m ade to ensure that the informati on in this document was complete
and accurate at the time of printing, Lucent Technologies can assume no responsibility for any
errors or liability f or any direct or consequential damages resulting from use of the information.
Changes and/or corrections to the information contained in this document may be incorporated
into future issues. Check the Readme file enclosed with the s oftware to ensure you are aware of
any last minute modifications to this documentation.
Your Responsibility for Your System’s Security
Toll fraud is the unauthorized use of your telecommunications system by an unauthorized p arty,
for examp l e, persons other than your company’s employees, agents, subcontractors, or persons
working on your company ’ s behalf. Note that there may be a risk of toll fraud associ ated with your
telecommunications system, and if toll fraud occurs, it can result in substantial additional charges
for your telecommunications servi ces.
You and your System Manager are res ponsible f or the security of your system, suc h as
programming and configuring your equipment to prevent unauthorized us e. The System Manager
is also responsible for reading all installation, instruction, and system administration documents
provided with thi s product in order to ful l y understand the features that can introduce risk of toll
fraud and the steps that can be taken to reduc e that risk. Lucent Technologies does not warrant
that this product is immune f rom or will prevent unauthorized us e of common carrier
telecommunication services or facilities accessed through or connect ed to it. Lucent
Technologies will not be responsible for any charges that result from suc h unaut horized use.
Trademark Notice
DEFINITY, PassageWay, and Callmas ter are registered trademarks and I
NTUITY is a trademark of
Lucent Technologies.
Microsoft and Windows are registered trademarks and Windows NT is a tradem ark of Microsoft
Corporation.
IBM and PS/2 are registered trademarks of International Business Machines Corporation.
Disclaimer
Intellec tual propert y related to this product (including trad em arks) and registered to AT&T
Corporation has been transferred to Lucent Technologies Incorporated.
Any referenc es within this text to American Telephone and Telegraph Corporation or AT&T should
be interpreted as ref erences to Lucent Technol ogies Incorporated. The exception is cross
references t o books p ublished prior to December 31, 1996, which ret ai n their original AT&T titles.
Heritage Statement
Lucent Technologies — formed as a result of AT&T’s planned restructuring — designs, builds,
and delivers a wide range of public and private networks, communication systems and software,
consumer and business telephone systems, and mic roelec tronics components. The worldrenowned Bell Laboratories is the research and development arm for the company.
If you suspect you are being victimized by toll fraud and you need technical support or
assistance, call the Lucent Technologies National Customer Care Center at 1 800 643-2353.
To Get Help
If you have any questions about or problems wi th Telephony Manager that this Getting Started
guide does not resol ve, call the Lucent Technologies National Customer Care Center at
1 800 242-2121 or your local Authorized Dealer.
Home Page
The home page for Lucent Technologies is
PassageWay products, be sure to check the PassageWay home page at
http://www.lucent.com
To get more information about
http ://www.lucent.com/passageway
Contents
1
Introduction
What is PassageWay Telephony Manager?1-1
Support for TAPI1-4
New Features in Release 2.01-4
About This Guide1-5
User Responsibilities1-6
Online Help1-6
Conventions Used in This Guide1-7
Getting Help1-8
2Installing and Configuring
Telephony Manager
Overview2-1
New Telephony Manager Users2-1
Upgrading from Telephony Manager Release 12-4
PassageWay Telephony Manager Components2-6
PassageWay Telephony Manager Requirements2-6
Installing and Configuring the PassageWay
Service Provider2-11
Installing the Telephony Manager Software2-66
Starting Telephony Manager2-70
Configuring the Dialing Information2-74
1-1
2-1
iii
Contents
Configuring Telephony Manager and Phonebook
Options2-78
Removing the PassageWay Service Provider2-83
Removing Telephony Manager2-84
3
4
Using the Telephony Manager Applications
Overview3-1
Using Telephony Manager3-2
Using Phonebook3-4
Using Log Manager3-6
Using Anywhere Dialer3-8
Using Script Editor3-11
Using Auto-Task Manager3-13
Troubleshooting
Overview4-1
Troubleshooting Telephony Manager4-2
General Troubleshooting for the PassageWay
3-1
4-1
Service Provider4-13
PassageWay Adapter LEDs4-21
Troubleshooting Connect4-23
iv
Contents
A
B
C
IN
PC Serial Ports
OverviewA-1
BackgroundA-2
Workarounds and Solutions to the IRQ Conflict
ProblemA-7
Selecting an Add-On Serial Port CardA-10
Changing the Settings for the 8411 Telephone
OverviewB-1
Programming ProcedureB-5
PassageWay Service Provider Planning Form
OverviewC-1
Index
A-1
B-1
C-1
IN-1
v
Figures
2Installing and Configuring
Telephony Manager
2-1. PassageWay Adapter Installed with a Local
Power Supply2-21
2-2. PassageWay Adapter Installed with
Telephone Closet Power2-22
2-3. Find PassageWay Phone Dialog Box2-27
2-4. Sample PassageWay Configurator - COM Port
for a 6408D Telephone2-52
2-12. Sample Feature Buttons Dialog Box2-57
2-13. Feature Access Codes Dialog Box2-60
2-14. Number of Calls Dialog Box2-71
2-15. Sample Telephony Properties Dialog Box2-75
2-16. Sample Dialing Properties Dialog Box2-76
2-17. Preferences Dialog Box2-79
2-1
3
Using the Telephony Manager Applications
3-1. Anywhere Dialer Icon in the System Tray3-8
3-1
vii
Introduction
Contents
1
What is PassageWay Telephony Manager?
Support for TAPI
New Features in Release 2.0
About This Guide
User Responsibilities
Online Help
Conventions Used in This Guide
Getting Help
1-1
1-4
1-4
1-5
1-6
1-6
1-7
1-8
1-i
Introduction
1
What is PassageWay Telephony
Manager?
PassageWay® Telephony Manager is a set of computer telephony
integration (CTI) applications enabling you to control telephone calls (both
incoming and outgoing) directly from your IBM
computer (PC). These applications run with Microsoft
Microsoft Windows NT™ Workstation 4.0 or later, and Microsoft Windows NT
Server 4.0 or later, and provide you with an interface between your PC and
your company's DEFINITY
®
Communications System via your telephone.
®
-compatible personal
®
Windows® 95,
PassageWay Telephony Manager increases your telecommunications
capabilities by providing the following applications:
Telephony Manager
Telephony Manager is an application that enables you to control
telephone calls (both incoming and outgoing) directly from your PC.
From the Telephony Manager window, you can:
make calls
answer calls
view the calling/called party information for each call (referred to as
caller ID
in this guide), if available
1-1
Introduction
take notes during calls
place calls on hold
hang up calls
transfer calls
set up and manage conference calls
program speed dial buttons
program and invoke system feature buttons
Phonebook
Phonebook is a card file application that enables you to maintain
names, addresses, telephone numbers, and other information you
need. You can place calls directly from Phonebook "cards," and you
can set Telephony Manager to match the telephone numbers of
incoming calls with entries in Phonebook. If the telephone number
matches an entry in Phonebook, Telephony Manager displays the
name of the caller, enabling you to know who is calling before you
answer your telephone.
1-2
Phonebook can also open and use directories that were created with
I
™ Message Manager Phonebook.
NTUITY
Log Manager
Log Manager is an application that enables you to access information
from the call log, which stores a record of every call you make and
receive while Telephony Manager is running. Using Log Manager, you
can review and edit notes you took during calls via Telephony Manager
and place calls directly from the call records.
Introduction
Script Editor
Script Editor is an application that enables you to automate routine
tasks by recording scripts that you can run with Telephony Manager.
Scripts are user-defined tasks (such as, running a program, redirecting
a call, or performing a set of actions). For example, using Script Editor,
you can program automatic “screen pops,” where your database
application searches your files to find a match with the information for
the incoming call (such as the caller ID number or caller ID name)
automatically. If a match is found, the record containing the matching
information in your database application is displayed without you
having to perform any actions. You can use these scripts with AutoTask Manager and Telephony Manager Function buttons.
Auto-Task Manager
Auto-Task Manager is an application that enables you to specify
criteria (for example, incoming call or outgoing call, calling party
number, calling party name, called party number, called party name, or
call prompting digits) that will “trigger” scripts to run automatically. For
example, suppose you wanted to have certain incoming calls directed
to another extension. Using Auto-Task Manager, you could specify the
calls using the person’s name or phone number, and then set those
calls to trigger a “redirect” task.
Anywhere Dialer
Anywhere Dialer is an application that enables you to dial telephone
numbers from any Windows application via Telephony Manager.
1-3
Introduction
Support for TAPI
Telephony Manager runs with the Microsoft Windows Telephony Application
Programming Interface (TAPI). To be used with a DEFINITY system,
Telephony Manager requires the PassageWay Service Provider software,
which is a device driver that enables TAPI-compliant applications
(such as Telephony Manager) to communicate with your DEFINITY telephone.
Telephony Manager also supports the Unimodem and Unimodem V service
providers, enabling you to use Telephony Manager on a laptop PC when you
are away from the office (that is, not connected to your DEFINITY telephone).
New Features in Release 2.0
Telephony Manager Release 2.0 provides the following new features:
the Auto-Task Manager application
the Script Editor application
the Anywhere Dialer application
1-4
the ability to program the following features to Function buttons in
Telephony Manager:
Auto Call Back
Call Answer Back
Call Park
Call Pickup
Redirect
You can also associate scripts that you created with Script Editor.
the ability to use Telephony Manager with a modem instead of a
DEFINITY telephone, enabling you to use Telephony Manager on a
laptop PC when you are away from the office (that is, not connected to
a DEFINITY system)
Introduction
About This Guide
Chapter 1 - Introduction
This chapter describes the structure and content of this guide. This
chapter also provides a brief introduction to Telephony Manager.
Chapter 2 - Installing and Configuring Telephony Manager
This chapter describes how to install and configure the PassageWay
Telephony Manager software and the PassageWay Service Provider
software.
Chapter 3 - Using the Telephony Manager Applications
This chapter describes how to start the Telephony Manager,
Phonebook, Log Manager, Auto-Task Manager, Script Editor, and
Anywhere Dialer applications.
Chapter 4 - Troubleshooting
This chapter provides information about possible error conditions and
how to respond to them when you install, start, and use PassageWay
Telephony Manager.
Appendix A - PC Serial Ports
This appendix provides detailed information about PC serial ports.
Appendix B - Changing the Settings for the 8411 Telephone
This appendix provides the procedures and commands for changing
or viewing options on the 8411 telephone.
Appendix C - PassageWay Service Provider Planning Form
This appendix provides a planning form to help you configure the
PassageWay Service Provider.
Index
The index provides a quick way of locating information within this
guide.
1-5
Introduction
User Responsibilities
Before using the PassageWay Telephony Manager applications, you should
be familiar with basic Windows functions and procedures. If not, consult your
Microsoft Windows User's Guide
You also may need to contact your PC vendor for information on configuring
your PC to meet PassageWay Telephony Manager requirements.
.
Online Help
To access procedures on how to use the Telephony Manager applications,
consult the online help for each application. You can access the online help
for an application by pressing the F1 key on your keyboard or choosing
Contents from the Help menu.
1-6
Introduction
Conventions Used in This Guide
The following conventions are used in this guide:
Commands and text you should enter appear
.
type
Values, instructions, and prompts that appear on the screen are in
in this style of
this style of type.
Components of dialog boxes (such as boxes) appear
type
.
Key names that are always located on the keyboard in the same place
in this style of
appear in all capital letters (for example, ENTER).
Key combinations (holding down one key while pressing another key)
are connected with a "+" (for example, SHIFT+TAB).
Only active windows are displayed.
The terms
Throughout this guide, the term
option buttons
and
radio buttons
DEFINITY
refer to the same object.
refers to all versions of the
following systems:
DEFINITY ECS
DEFINITY ProLogix Solutions
DEFINITY G1, G2, and G3
System 75
System 85
1-7
Introduction
Getting Help
If you have questions about or problems with PassageWay Telephony
Manager applications that this guide or the online help does not resolve, call
the Lucent Technologies National Customer Care Center at 1 800 242-2121 or
your local Authorized Dealer.
1-8
Installing and Configuring
Telephony Manager
Contents
2
Overview
New Telephony Manager Users
Upgrading from Telephony Manager
Release 1
PassageWay Telephony Manager
Components
PassageWay Telephony Manager
Requirements
Installing and Configuring the PassageWay
Service Provider
Before You Begin2-12
Connecting Your 8411 Telephone to Your PC2-16
Connecting Your Callmaster VI Telephone to
Your PC2-17
Installing the PassageWay Adapter2-18
Install the PassageWay Adapter with a Local
Power Supply2-19
Install the PassageWay Adapter with Telephone
Closet Power2-22
2-1
2-1
2-4
2-6
2-6
2-11
2-i
Contents
Installing the Telephony Manager Software
Installing the PassageWay Service Provider
Software2-24
Configuring 7400 Series, 8400 Series, and
Callmaster Telephones2-32
Configuring 6400 Series Telephones2-50
2-66
Starting Telephony Manager
Configuring the Dialing Information
Configuring Telephony Manager and
Phonebook Options
Removing the PassageWay Service Provider
Removing Telephony Manager
2-70
2-74
2-78
2-83
2-84
2-ii
Installing and Configuring
Telephony Manager
2
Overview
This chapter provides the procedures for installing and configuring
PassageWay Telephony Manager and the PassageWay Service Provider.
The information you must follow in this chapter depends on whether you have
an earlier version of Telephony Manager installed on your PC.
New Telephony Manager Users
This section applies to new Telephony Manager users. If you have an existing
version of Telephony Manager, proceed to the next section, “Upgrading from
Telephony Manager Release 1.”
If you are a new Telephony Manager user, perform the following steps:
1. Read the section “PassageWay Telephony Manager Components” on
page 2-6 to make sure that you have all of the Telephony Manager
components.
2. Read the section “PassageWay Telephony Manager Requirements”
on page 2-6 to make sure that you have the required hardware and
software to run Telephony Manager.
2-1
Installing and Configuring Telephony
Manager
3. Install and configure the PassageWay Service Provider by performing
the procedures in the section “Installing and Configuring the
PassageWay Service Provider” on page 2-11.
To install and configure the PassageWay Service Provider, you must
a. Read the section “Before You Begin” on page 2-12 to make sure
b. Connect your 8411 telephone, Callmaster VI telephone, or
NOTE:
If you will not use Telephony Manager with a DEFINITY system,
you can skip Step 3. The PassageWay Service Provider is
required to use Telephony Manager with a DEFINITY system.
perform the following procedures:
you have the necessary information to set up and configure the
PassageWay Service Provider.
PassageWay adapter to your PC:
If you have an 8411 telephone, perform the procedures in the
section “Connecting Your 8411 Telephone to Your PC” on
page 2-16.
If you have a Callmaster VI telephone, perform the procedures in
the section “Connecting Your Callmaster VI Telephone to Your
PC” on page 2-17.
If your telephone is not an 8411 or a Callmaster VI, perform the
procedures in the section “Installing the PassageWay Adapter” on
page 2-18.
c. Install the PassageWay Service Provider software by performing the
procedures in the section “Installing the PassageWay Service
Provider Software” on page 2-24.
4. Install Telephony Manager by performing the procedures in the
section “Installing the Telephony Manager Software” on page 2-66.
2-2
Installing and Configuring Telephony
Manager
5. Start Telephony Manager by performing the procedures in the section
“Starting Telephony Manager” on page 2-70.
6. Configure the dialing information for Telephony Manager by
performing the procedures in the section “Configuring the Dialing
Information” on page 2-74.
7. Configure how Telephony Manager and Phonebook will operate by
performing the procedures in the section “Configuring Telephony
Manager and Phonebook Options” on page 2-78.
2-3
Installing and Configuring Telephony
Manager
Upgrading from Telephony
Manager Release 1
This section applies to users who have Telephony Manager Release 1. If you
have do not have Telephony Manager Release 1 installed, refer to the
previous section, “New Telephony Manager Users.”
If you have Telephony Manager Release 1 installed on your PC, perform the
following steps:
1. Read the section “PassageWay Telephony Manager Components” on
page 2-6 to make sure that you have all of the Telephony Manager
components.
2. Read the section “PassageWay Telephony Manager Requirements”
on page 2-6 to make sure that you have the required hardware and
software to run Telephony Manager.
3. Uninstall your existing version of the PassageWay Service Provider
software. Refer to the section “Removing the PassageWay Service
Provider” on page 2-83 for more information.
4. Uninstall your existing version of Telephony Manager (Release 1).
Refer to the section “Removing Telephony Manager” on page 2-84 for
more information. When you run the uninstall procedure, your existing
Phonebook and Log Manager data files are not deleted. You can then
use these files with the Phonebook and Log Manager applications in
Release 2 of Telephony Manager.
2-4
Installing and Configuring Telephony
Manager
5. Install and configure the new PassageWay Service Provider software
by performing the procedures in the section “Installing and
Configuring the PassageWay Service Provider” on page 2-11 in this
chapter.
To install and configure the PassageWay Service Provider, you must
perform the following procedures:
a. Read the section “Before You Begin” on page 2-12 to make sure
you have the necessary information to set up and configure the
PassageWay Service Provider.
b. Install the PassageWay Service Provider software by performing the
procedures in the section “Installing the PassageWay Service
Provider Software” on page 2-24.
6. Install Telephony Manager by performing the procedures in the
section “Installing the Telephony Manager Software” on page 2-66 in
this chapter.
7. Start Telephony Manager by performing the procedures in the section
“Starting Telephony Manager” on page 2-70 in this chapter.
8. Configure how Telephony Manager and Phonebook will operate by
performing the procedures in the section “Configuring Telephony
Manager and Phonebook Options” on page 2-78 in this chapter.
2-5
Installing and Configuring Telephony
Manager
PassageWay Telephony Manager
Components
Telephony Manager consists of the following components:
a CD-ROM
NOTE:
If you require 3-1/2” diskettes, please contact the PassageWay
Fulfillment Center at 860 434-3961 and request the diskette
version of software for Telephony Manager R2.
this guide (A PDF version of this guide is located in the Getting
Started Guide directory on the CD-ROM. Consult the Readme file in
this directory for more information.)
PassageWay Telephony Manager
Requirements
Telephony Manager requires the hardware and software listed below. Note
that system performance may be adversely affected by lower system speeds
and lower memory capacities.
an IBM PC-compatible or PS/2®-compatible PC with the following
hardware:
an 80486/66DX or higher processor
an available serial port
a minimum of 16 MB of RAM
a 3.5-inch, 1.44-MB, high-density diskette drive or CD-ROM drive
a hard disk with at least 25 MB of space available
a VGA or better monitor
2-6
Installing and Configuring Telephony
Manager
a Windows-compatible pointing device (a mouse or trackball is
recommended)
NOTE:
If you want to use Telephony Manager with your DEFINITY
telephone, you must have an available serial port in your PC that
is dedicated to the PassageWay Service Provider. The
PassageWay Service Provider cannot share a serial port with
other devices.
If all the serial ports in your PC are already in use, you must
purchase an additional serial port or free up an existing serial
port to use with the PassageWay Service Provider. Consult
Appendix A for more information on choosing a suitable serial
port for the PassageWay Service Provider.
Microsoft Windows 95, Microsoft Windows NT Server 4.0 or later, or
Microsoft Windows NT Workstation 4.0 or later
NOTE:
Only English (United States) is supported.
The PassageWay Service Provider is required to use Telephony
Manager or another TAPI application with your DEFINITY telephone. If
you want to use Telephony Manager with a modem, you will need the
Unimodem service provider or Unimodem V service provider. The
Unimodem service provider should be present on your PC. However, if
you never used your modem, you will be prompted to configure the
Unimodem service provider.
NOTE:
You should install and configure the service provider(s) before
installing PassageWay Telephony Manager. This document
describes how to install and configure the PassageWay Service
Provider.
2-7
Installing and Configuring Telephony
Manager
any of the following telephones if you want to use Telephony Manager
with a DEFINITY system:
6400 Series telephones
7400 Series telephones
8400 Series telephones
®
Callmaster
Series telephones
NOTE:
A complete list of all the telephones supported by the
PassageWay Service Provider is provided in the PassageWay
Service Provider software (also known as the “PassageWay
Configurator”).
For caller ID capabilities, your telephone must have:
a display. However, you can use a non-display telephone for caller
ID capabilities if your company’s DEFINITY System Manager
administers your extension as a display telephone. Consult your
DEFINITY System Manager.
2-8
an Inspect button and a Normal button programmed. The Inspect
button is a display feature button that shows you call-related
information for an incoming call when you are already active on a
call. The Normal button is a display feature button that clears the
information displayed by the Inspect button. The Normal button is
not required if you have an 8411 telephone.
Installing and Configuring Telephony
Manager
If you are using an 8411 telephone or Callmaster VI telephone, you may
need one of three serial cables (a 9-pin to 25-pin cable, a 25-pin to 25pin cable, or a 9-pin to 9-pin cable). The serial cable connects the
8411 telephone or Callmaster VI telephone to the serial port on your
PC. If you have an 8411 telephone, use the 9-pin to 25-pin cable if your
PC has a 9-pin serial port or the 25-pin to 25-pin cable if your PC has a
25-pin serial port. If you have a Callmaster VI telephone, use the 9-pin
to 25-pin cable if your PC has a 25-pin serial port or the 9-pin to 9-pin
cable if your PC has a 9-pin serial port.
If you are using a telephone other than an 8411 or Callmaster VI, you
will need the following items:
the PassageWay adapterThe PassageWay adapter provides an interface between your
telephone and an available serial (COM) port on your PC by
connecting to the following objects:
the line jack on your telephone
the wall jack in your office
the serial port on your PC
one of two serial cables (a 9-pin to 9-pin cable or a 9-pin to 25-pin
cable)
The serial cable connects the PassageWay adapter to the serial port
on your PC. Use the 9-pin to 9-pin cable if your PC has a 9-pin serial
port. Use the 9-pin to 25-pin cable if your PC has a 25-pin serial
port.
a 7-foot, 4-pair, modular phone cord (D8W)This modular phone cord connects the PassageWay adapter to your
telephone.
2-9
Installing and Configuring Telephony
Manager
a local power supply, a D6AP cord, and a 400B or 400B2 adapterThe local power supply, D6AP cord, and 400B or 400B2 adapter
provide power for the PassageWay adapter if your telephone does
not have auxiliary power supplied from a power source in the wire
closet (telephone closet). Ask your company’s DEFINITY System
Manager if you have a question about whether you already have
auxiliary power to your telephone.
a telephone connected to a DEFINITY system that is configured and
operating properly (if you want to use Telephony Manager with a
DEFINITY system).
Telephony Manager operates with all versions of the following
DEFINITY systems:
DEFINITY ECS
DEFINITY ProLogix Solutions
DEFINITY Communications System G1, G2, and G3
System 75
2-10
System 85
NOTE:
Throughout this document, the term
all of the systems listed above.
DEFINITY
is used to refer to
Installing and Configuring Telephony
Manager
Installing and Configuring the
PassageWay Service Provider
This section describes how to install and configure the PassageWay Service
Provider. You must perform the procedures in this section if you want to use
Telephony Manager with a DEFINITY system. You should install the
PassageWay Service Provider before you install Telephony Manager.
The PassageWay Service Provider is a device driver that enables applications
that are compliant with the Microsoft Windows Telephony Application
Programming Interface (TAPI) (such as PassageWay Telephony Manager) to
communicate with your telephone and your company’s DEFINITY system. The
PassageWay Service Provider accepts the basic TAPI requests from your
TAPI-compliant application and translates these requests into instructions to
the PassageWay adapter (or “PassageWay link,” if your telephone has the
PassageWay adapter built in) to control your telephone and interact with your
company’s DEFINITY system.
2-11
Installing and Configuring Telephony
Manager
Before You Begin
This section describes the information that is required to install and configure
the PassageWay Service Provider.
If your company has a DEFINITY G3 V5 or later system, you can download
the configuration information for your telephone from the DEFINITY system
automatically. However, to use this feature, you must:
have a display telephone. However, you can use a non-display
telephone if your company’s DEFINITY System Manager administers
your extension as a display telephone. Consult your DEFINITY System
Manager. If you have a non-display telephone, you must also use the
Advanced button in the Telephone Options dialog box to specify that
your extension has display capabilities even though your telephone
does not have a display.
NOTE:
You cannot automatically download the configuration information
for your telephone if you have a 6402 telephone or a 6402D
telephone.
2-12
know the PASTE feature access code for your DEFINITY system. You
must contact your DEFINITY System Manager for this feature access
code.
have a Next feature button administered on your telephone, depending
on your type of telephone. If you have a 6400 Series telephone without
a display, a 7400 Series telephone, an 8400 Series telephone, or a
Callmaster telephone other than a Callmaster VI, you must have a Next
feature button administered on your telephone. However, if you have a
Callmaster VI telephone or a 6400 Series telephone with a display, you
do not need a Next feature button administered on your telephone.
Installing and Configuring Telephony
Manager
If your company’s DEFINITY system supports the PASTE feature, you only
need to know the following information to configure the PassageWay Service
Provider. (Use Appendix C to record this information.)
the type of telephone you have
the PASTE feature access code for your DEFINITY system
the location of the Next feature button administered on your telephone
if you have a 6400 Series telephone without a display, a 7400 Series
telephone, an 8400 Series telephone, or a Callmaster telephone other
than a Callmaster VI. If you have a Callmaster VI telephone or a 6400
Series telephone with a display, you do not need a Next feature button
administered on your telephone.
If your company’s DEFINITY system does not support the PASTE feature, you
must know the following information before installing the PassageWay Service
Provider:
the telephone number and type of call appearances on your telephone
(that is, primary, bridged, or monitored)
the location of call appearances on your telephone
the location of feature buttons on your telephone
NOTE:
If you have a 6400 Series telephone (other than a 6402 or
6402D), make sure your DEFINITY System Manager
programmed a Drop feature button on your telephone. Consult
your DEFINITY System Manager.
the access codes for the features you want to program on your
telephone. You can program the following features:
Auto Call Back On
Auto Call Back Off
Call Answer Back
2-13
Installing and Configuring Telephony
Manager
Call Park
Call Pickup
Forward Off
Forward On
Leave Word Calling
Leave Word Cancel
Priority
Send All Calls Off
Send All Calls On
Speed Call Program
NOTE:
Depending on your telephone, you may be unable to program
some of these features. Any features that are not supported by
your telephone will be disabled.
2-14
You can get these access codes from your DEFINITY System
Manager. If you need to modify any of this information at a later time,
use the PassageWay Configurator application.
whether your telephone has auxiliary power (either from the telephone
closet [wire closet] or from an auxiliary power supply). The
PassageWay adapter requires auxiliary power. You can obtain this
information from your System Manager.
NOTE:
The 8411 telephone requires auxiliary power. An auxiliary power
supply is provided with the 8411 telephone. Refer to your 8411
User’s Guide for more information.
Installing and Configuring Telephony
Manager
the number of the COM port (for example, COM1, COM2, COM3,
COM4, etc.) to which you are connecting the serial cable from the 8411
telephone or the Callmaster VI telephone, or the PassageWay adapter
for all other telephones. (PassageWay supports up to COM9.) If you
are unable to determine the number of the COM port, you can set
PassageWay to determine the COM port for you when you install the
software.
the location of the Inspect button and Normal button on your telephone
(if an Inspect button and/or a Normal button is administered on your
telephone).
NOTE:
The 8411 telephone does not have a Normal button.
the location of the Next feature button on your telephone (if
administered on your telephone).
whether your telephone is administered as a display telephone (if you
have a non-display telephone).
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Installing and Configuring Telephony
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Connecting Your 8411 Telephone to Your PC
This section describes how to connect an 8411 telephone to your PC. Only
perform the steps in this section if you have an 8411 telephone. Otherwise,
see “Connecting Your Callmaster VI Telephone to Your PC” or “Installing the
PassageWay Adapter.”
The 9-pin to 25-pin serial cable connects your PC and your 8411 telephone,
enabling you to access the DEFINITY system from your PC. This cable has a
9-pin connector for 9-pin serial ports. If you have a 25-pin serial port on your
PC, use the 25-pin to 25-pin cable to connect your 8411 telephone to your
serial port.
To connect your telephone to your PC:
1. Turn off your PC.
2. Determine the type of serial port (9 pin or 25 pin) you have on your
PC. If you have a 9-pin serial port, you will use the 9-pin to 25-pin
serial cable. If you have a 25-pin serial port, you will used the 25-pin
to 25-pin serial cable.
3. Connect the 25-pin connector of the serial cable to the 25-pin
connector on the back of your 8411 telephone.
4. Connect the other end of the serial cable to the serial (COM) port on
your PC.
5. Turn on your PC.
Proceed to “Installing the PassageWay Service Provider Software.”
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Installing and Configuring Telephony
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Connecting Your Callmaster VI Telephone to
Your PC
This section describes how to connect a Callmaster VI telephone to your PC.
Only perform the steps in this section if you have a Callmaster VI telephone.
Otherwise, see “Connecting Your 8411 Telephone to Your PC” or “Installing
the PassageWay Adapter.”
The 9-pin to 9-pin serial cable connects your PC and your Callmaster VI
telephone, enabling you to access the DEFINITY system from your PC. This
cable has a 9-pin connector for 9-pin serial ports. If you have a 25-pin serial
port on your PC, use the 9-pin to 25-pin cable to connect your Callmaster VI
telephone to your serial port.
To connect your telephone to your PC:
1. Turn off your PC.
2. Determine the type of serial port (9 pin or 25 pin) you have on your
PC. If you have a 9-pin serial port, you will use the 9-pin to 9-pin serial
cable. If you have a 25-pin serial port, you will used the 9-pin to 25pin serial cable.
3. Connect the 9-pin connector of the serial cable to the 9-pin connector
on the back of your Callmaster VI telephone.
4. Connect the other end of the serial cable to the serial (COM) port on
your PC.
5. Turn on your PC.
Proceed to “Installing the PassageWay Service Provider Software.”
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Installing and Configuring Telephony
Manager
Installing the PassageWay Adapter
This section describes how to connect the PassageWay adapter to your PC
and your telephone. Only perform the steps in this section if your
PassageWay adapter is not installed already or if you do not have an 8411
telephone or a Callmaster VI telephone. If you have an 8411 telephone, see
“Connecting Your 8411 Telephone to Your PC.” If you have a Callmaster VI
telephone, see “Connecting Your Callmaster VI Telephone to Your PC.”
The PassageWay adapter provides an interface between your PC and your
telephone, enabling you to access the DEFINITY system from your PC. The
PassageWay adapter has a 9-pin connector for 9-pin serial ports. If you have
a 25-pin serial port on your PC, use the 9-pin to 25-pin cable to connect the
PassageWay adapter to your serial port.
The PassageWay adapter requires auxiliary power. Before installing the
PassageWay adapter, consult your System Manager to determine whether
your telephone has auxiliary power. If your telephone does not have auxiliary
power, refer to “Install the PassageWay Adapter with a Local Power Supply.”
If your telephone has auxiliary power, refer to “Install the PassageWay
Adapter with Telephone Closet Power.”
2-18
NOTE:
Do not install the PassageWay adapter while you are active on a call.
Installing and Configuring Telephony
Manager
Install the PassageWay Adapter with a Local
Power Supply
Perform the following steps if your telephone requires a local power supply.
You will need the 400B or 400B2 adapter, D6AP cable, and power supply
provided. Refer to Figure 2-1 while installing the PassageWay adapter. The
numbers in Figure 2-1 indicate the procedure steps.
To install the PassageWay adapter with a local power supply:
1. Turn off your PC.
2. Unplug the line cord from the wall jack.
3. Connect the line cord to the jack labeled “Phone” on the PassageWay
adapter.
4. Place the 400B or 400B2 adapter into the wall jack.
5. Connect one end of the 7-foot, 4-pair, modular phone cord (D8W) to
the jack labeled “Line” on the PassageWay adapter.
6. Connect the other end of the 7-foot, 4-pair, modular phone cord
(D8W) to the Line jack on the 400B or 400B2 adapter.
7. Determine the type of serial port (9 pin or 25 pin) you have on your
PC. If you have a 9-pin serial port, you will use the 9-pin to 9-pin
cable. If you have a 25-pin serial port, you will use the 9-pin to 25-pin
cable.
8. Connect one end of the appropriate serial cable to the 9-pin
connector on the PassageWay adapter.
9. Connect the other end of the serial cable to the serial (COM) port on
your PC.
10. Connect the D6AP power line to the power supply.
11. Connect the other end of the D6AP power line to the Power jack on
the 400B or 400B2 adapter.
12. Plug the power supply into an AC electrical outlet.
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Installing and Configuring Telephony
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13. Check the LED on the top of the PassageWay adapter.
If the red LED is “on,” proceed to Step 14.
If the red LED is “off,” proceed to the section “PassageWay Adapter
LEDs” in Chapter 4.
If the red LED is “blinking,” proceed to the section “PassageWay
Adapter LEDs” in Chapter 4.
14. Turn on your PC.
Proceed to “Installing the PassageWay Service Provider Software.”
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Installing and Configuring Telephony
Manager
Phone
Line
9-pin to 9-pin cord or 9-pin to 25-pin
cord from adapter to PC serial port
(COM 1, 2, 3, etc.)
Step
9
Wall
Step
12
Step
3
Step
5
Step
Step
Step
Step
8
4
6
11
Figure 2-1. PassageWay Adapter Installed with a Local Power Supply
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Installing and Configuring Telephony
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Install the PassageWay Adapter with
Telephone Closet Power
Perform the following steps if your telephone has auxiliary power. Refer
to Figure 2-2 while installing the PassageWay adapter. The numbers in
Figure 2-2 indicate the procedure steps.
Phone
Line
9-pin to 9-pin cord or 9-pin to 25-pin cord
from adapter to PC serial port
(COM 1, 2, 3, etc.)
Step
9
Step
8
Step
3
Step
7
Step
6
Wall
Figure 2-2. PassageWay Adapter Installed with Telephone Closet Power
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Installing and Configuring Telephony
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To install the PassageWay adapter with telephone closet power:
1. Turn off your PC.
2. Unplug the line cord from your telephone.
3. Connect the line cord to the jack labeled “Line” on the PassageWay
adapter.
4. Check the LED on the top of the PassageWay adapter.
If the red LED is “on,” proceed to Step 5.
If the red LED is “off,” proceed to the section “PassageWay Adapter
LEDs” in Chapter 4.
If the red LED is “blinking,” proceed to the section “PassageWay
Adapter LEDs” in Chapter 4.
5. Determine the type of serial port (9 pin or 25 pin) you have on your
PC. If you have a 9-pin serial port, you will use the 9-pin to 9-pin
cable. If you have a 25-pin serial port, you will use the 9-pin to 25-pin
cable.
6. Connect one end of the appropriate serial cable to the 9-pin
connector on the PassageWay adapter.
7. Connect the other end of the serial cable to the serial (COM) port on
your PC.
8. Connect one end of the 7-foot, 4-pair, modular phone cord (D8W) to
the jack labeled “Phone” on the PassageWay adapter.
9. Connect the other end of the 7-foot, 4-pair, modular phone cord
(D8W) to the Line jack on your telephone.
10. Turn on your PC.
Proceed to “Installing the PassageWay Service Provider Software.”
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Installing and Configuring Telephony
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Installing the PassageWay Service Provider
Software
This section describes how to install and configure the PassageWay Service
Provider. You can modify the PassageWay Service Provider configuration
information later by running the PassageWay Configurator.
NOTE:
If you have an earlier version of PassageWay Solution, you must exit
Connect or AT&TConnect (if it is running) before installing the new
PassageWay Service Provider.
To install the PassageWay Service Provider:
1. Start Windows (if it is not running already).
2. Shut down all applications running on your PC.
3. If you have an earlier version of PassageWay Solution applications
(for example, AT&TCall, AT&TConnect, or AT&TBuzz) installed
already, perform one of the following steps:
2-24
If you do not want to run the earlier version of PassageWay Solution
applications again, delete Connect or AT&TConnect from your
StartUp folder (if present).
If you want to run the earlier version of PassageWay Solution
applications again, leave Connect or AT&TConnect in your StartUp
folder (if present). Be sure to install the PassageWay Service
Provider in the directory that contains the PassageWay Solution
applications. If you install the PassageWay Service Provider in a
different directory, you must manually change the properties of
Connect or AT&TConnect in the StartUp folder so that it uses the
new Connect application. (See your Windows User’s Guide to
change the properties of a shortcut in the StartUp folder.)
Installing and Configuring Telephony
Manager
4. If you are installing from CD-ROM, insert the Telephony Manager CDROM into the CD-ROM drive of your PC. If the Autorun feature is
enabled on your PC, the PassageWay Setup dialog box appears.
Proceed to Step 7.
If you are installing from a shared directory on a network server,
proceed to Step 5.
If you are installing from diskette, insert PassageWay Service Provider
diskette #1 into the diskette drive of your PC. Proceed to Step 5.
5. Double-click on the My Computer icon on your desktop.
The My Computer window appears.
6. Depending on whether you are installing from a CD-ROM, a shared
directory, or a diskette, perform one of the following steps:
If you are installing from CD-ROM, double-click on the CD-ROM
icon, and then double click on start.exe. The PassageWay Setup
dialog box appears.
If you are installing from a shared directory, double-click on the
network drive icon specified by your Network Administrator, and
then double-click on setup.exe. The PassageWay for DEFINITY
Service Provider Setup dialog box appears. Proceed to Step 8.
If you are installing from diskette, double-click on the diskette drive
icon, and then double-click on setup.exe. The PassageWay for
DEFINITY Service Provider Setup dialog box appears. Proceed to
Step 8.
7. Select the
choose the OK button.
The PassageWay for DEFINITY Service Provider Setup dialog box
appears.
PassageWay Service Provider
option button, and then
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Installing and Configuring Telephony
Manager
8. Choose the Next button.
The Select Destination Directory dialog box appears. This dialog box
displays the name of the directory where the PassageWay Service
Provider software will be installed by default.
9. If the default directory is unacceptable, choose the Browse button
and specify an alternate directory. Otherwise, proceed to Step 10.
10. Choose the Next button.
The Select App Folder dialog box appears. This dialog box displays
the name of the application folder to which the PassageWay Service
Provider icons will be added.
11. If the default application folder is unacceptable, enter the name of the
new folder to be created or select an existing folder. Otherwise,
proceed to Step 12.
12. Choose the Next button.
The Ready to Install dialog box appears.
13. Choose the Next button.
The installation program copies files to the destination directory. The
installation program displays a message box to inform you of its
status as it installs files.
If you are installing from diskette, insert the requested PassageWay
Service Provider software diskette into the PC when prompted, and
choose the OK button.
After the software is installed, the Creating Application Folder & Short
Cuts message box appears.
14. Choose the OK button.
The Installation Completed message box appears.
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Installing and Configuring Telephony
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15. Choose the Finish button.
The PassageWay Configurator is launched, and it displays the Find
PassageWay Phone dialog box.
Figure 2-3. Find PassageWay Phone Dialog Box
The PassageWay Configurator is a software application that enables
you to set up the PassageWay Service Provider. Until you set up the
PassageWay Service Provider, you will be unable to use any TAPI
applications.
Setting up the PassageWay Service Provider consists of specifying
the following information:
the COM port to which the 8411 telephone, Callmaster VI telephone,
or PassageWay adapter is connected
type of telephone you have
the telephone number, the type (that is, primary, bridged, or
monitored), and the location of call appearances on your telephone
the location of feature buttons on your telephone
the access codes for the features you want to program on your
telephone
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Installing and Configuring Telephony
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NOTE:
The PassageWay Configurator does not verify whether the
information you enter is correct. When you run a TAPI application
(for example, Telephony Manager), the PassageWay Service
Provider tries to use the information you entered via the
PassageWay Configurator. If the information you entered in the
PassageWay Configurator was correct, the TAPI application
works properly. If any of the information you entered is incorrect,
the TAPI application will not work. You must then run the
PassageWay Configurator and change the incorrect information.
The Find PassageWay Phone dialog box enables you to have the
PassageWay Configurator determine the COM port to which your
telephone or PassageWay adapter is connected.
16. Choose the Yes button.
If the PassageWay Configurator found the COM port to which your
telephone or PassageWay adapter is connected, the PassageWay
Link Found message box appears. Choose the OK button. The
PassageWay Configurator - COM Port dialog box appears, and the
option button for the corresponding COM port is selected.
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Installing and Configuring Telephony
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If the PassageWay Configurator did not find the COM port to which
your telephone or PassageWay adapter is connected, the
PassageWay Link Not Found message box appears. Choose the OK
button. The PassageWay Configurator - COM Port dialog box
appears, and no COM port option button is selected.
Figure 2-4. Sample PassageWay Configurator - COM Port Dialog Box
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Installing and Configuring Telephony
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17. Perform one of the following steps:
If PassageWay “found” the COM port for you, choose the Continue
button.
If PassageWay did not find the COM port for you, select the option
button of the COM port in your PC to which your telephone (if you
have an 8411 telephone or Callmaster VI telephone) or PassageWay
adapter is connected, and then choose the Continue button.
The Telephone Models dialog box appears.
Figure 2-5. Telephone Models Dialog Box
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Installing and Configuring Telephony
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Depending on the type of telephone you are using, proceed to the
appropriate section of this chapter:
If you are using a 7400 Series, 8400 Series, or Callmaster telephone,
proceed to “Configuring 7400 Series, 8400 Series, and Callmaster
Telephones” later in this chapter.
If you are using a 6400 Series telephone, proceed to “Configuring 6400
Series Telephones” later in this chapter.
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Installing and Configuring Telephony
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Configuring 7400 Series, 8400 Series, and
Callmaster Telephones
If you are using a 7400 Series, 8400 Series, or Callmaster telephone, perform
the following steps to configure your telephone:
1. From the Telephone Models dialog box, select the telephone you are
using, and then choose the Continue button.
If you are using a Callmaster VI telephone, the Phone Line Information
dialog box appears. Proceed to Step 4.
If you are using a 7400 Series, 8400 Series, or Callmaster telephone
other than a Callmaster VI, the Telephone Options dialog box
appears.
Figure 2-6. Sample Telephone Options Dialog Box
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Installing and Configuring Telephony
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The Telephone Options dialog box enables you to specify whether
your telephone has an external voice adjunct (that is, an external
speakerphone or a headset adapter), if supported.
2. In the External Voice Adjuncts area, select the external voice adjunct
you have (if any).
NOTE:
If you have a non-display telephone, the Advanced button is
present. The Advanced button gives you the ability to use
display features such as caller ID. By choosing the Advanced
button, you can specify that your extension has display
capabilities even though your telephone does not have a
display. However, in order for your extension to have these
display capabilities, your DEFINITY System Manager must
administer your extension for display capabilities.
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Installing and Configuring Telephony
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3. When you are finished, choose the Continue button.
The Phone Line Information dialog box appears.
Figure 2-7. Sample Phone Line Information Dialog Box
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Installing and Configuring Telephony
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This dialog box presents a representation of the buttons on your
telephone.
If your company has a DEFINITY G3 V5 or later system, the
PassageWay Configurator can automatically download the following
information for your telephone from the DEFINITY system via the
Auto Config button:
the location and type (that is, primary line, bridged line, or
monitored line) of call appearances on your telephone.
the location of features assigned to buttons on your telephone.
the feature access codes for certain features that are not
programmed as buttons on your telephone.
If you want to configure your telephone automatically via the
Auto Config button, you must:
have a display telephone. However, you can use a non-display
telephone if your company’s DEFINITY System Manager administers
your extension as a display telephone. Consult your DEFINITY
System Manager. If you have a non-display telephone, you must also
use the Advanced button in the Telephone Options dialog box to
specify that your extension has display capabilities even though your
telephone does not have a display.
know the PASTE feature access code for your DEFINITY system.
You must contact your DEFINITY System Manager for this feature
access code.
have a Next feature button administered on your telephone,
depending on your type of telephone. If you have a 7400 Series
telephone, an 8400 Series telephone, or a Callmaster telephone other
than a Callmaster VI, you must have a Next feature button
administered on your telephone. However, if you have a Callmaster
VI telephone, you do not need a Next feature button administered on
your telephone.
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Installing and Configuring Telephony
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If you do not use the Auto Config button, you will use the Phone Line
dialog box to specify the location and type for each call appearance
on your telephone. You can specify the following types of call
appearances:
Primary Line, which is the extension of your telephone.
Bridged Line, which is the extension of another person’s telephone
to which you have full access (that is, you can “bridge” onto calls
appearing at that person’s telephone).
Monitored Line, which is the extension of another person’s telephone
for which you can monitor the status (that is, in use, on hold, or
inactive).
4. Perform one of the following steps:
If you want to manually configure the PassageWay Configurator,
proceed to Step 5.
If you want to automatically configure the PassageWay Configurator,
perform the following steps:
2-36
a. If you have a Callmaster VI telephone, proceed to Step c.
If you do not have a Callmaster VI telephone, choose the button
where the Next button is located on your telephone.
A submenu appears.
b. Choose Next.
The Next label appears on the button you selected.
c. Choose the Auto Config button.
The PASTE Requirements dialog box appears, stating the
requirements for using this feature. If your system meets the
requirements, proceed to Step d. Otherwise, choose the Cancel
button and proceed to Step 5 to manually configure the
PassageWay Configurator.
Installing and Configuring Telephony
Manager
d. Choose the OK button.
The Enter PASTE Feature Access Code dialog box appears. You
must enter the PASTE feature access code for your DEFINITY
system. Without this feature access code, the PassageWay
Configurator cannot download your telephone’s configuration
information from the DEFINITY system. Consult your DEFINITY
System Manager to get this feature access code.
e. Enter the PASTE feature access code, and then choose the
Continue button.
The PASTE Download dialog box appears, and the OK button is
disabled.
NOTE:
The download will take several minutes.
f. Choose the Begin button.
The configuration information is downloaded from the DEFINITY
system. If you have a PassageWay adapter installed, you may
hear some dialing occur during the download.
When the download is complete, the OK button is enabled.
g. Choose the OK button.
If you have a Callmaster VI telephone, the Feature Access Codes
dialog box appears, displaying the feature access codes for your
DEFINITY system. You cannot change any of this information
during this session. To change this information, you must restart
the PassageWay Configurator. Proceed to Step i.
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Installing and Configuring Telephony
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If you do not have a Callmaster VI telephone, the Phone Line
Information dialog box appears, displaying the locations of all
call appearances and feature buttons on your telephone. You
cannot change any of this information during this session. To
change this information, you must restart the PassageWay
Configurator. Proceed to Step h.
h. Choose the Continue button.
The Feature Access Codes dialog box appears, displaying the
feature access codes for your DEFINITY system. You cannot
change any of this information during this session. To change this
information, you must restart the PassageWay Configurator.
i. Choose the Continue button.
The PassageWay Configurator - Complete message box
appears.
j. Proceed to Step 16.
5. Choose the location of a call appearance on your telephone.
A submenu appears displaying “Clear Button,” “Primary Line,”
“Bridged Line,” “Monitored Line,” and “Cancel.”
6. Choose the appropriate type of call appearance for the selected
If you select Clear Button, the programming (if any) and label (if
If you select Cancel, the submenu closes, and the programming for
NOTE:
Make sure you specify the correct location and type of each call
appearance on your telephone. If you incorrectly specify any of
this information, your system will not work as expected.
button.
any) are removed from that button.
the selected button is not changed.
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Installing and Configuring Telephony
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If you select one of the other options, another dialog box appears.
You must enter the appropriate information in that dialog box, and
then choose the OK button in that dialog box.
7. Repeat Steps 5 and 6 for any other call appearances on your
telephone.
8. When you are finished, choose the Continue button.
If you are using a Callmaster VI telephone, the Feature Access Codes
dialog box appears. Proceed to Step 13.
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Installing and Configuring Telephony
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If you are using a 7400 Series, 8400 Series, or Callmaster telephone
other than a Callmaster VI, the Feature Buttons dialog box appears.
Figure 2-8. Sample Feature Buttons Dialog Box
NOTE:
The Feature Buttons dialog box only shows the buttons on your
telephone to which features can be programmed. This dialog
box does not show the soft keys on your telephone (if
available).
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Installing and Configuring Telephony
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Using this dialog box, you specify the location of call handling
features assigned to buttons on your telephone by the DEFINITY
System Manager. By specifying the locations of feature buttons,
other telephony applications can use these call handling features to
enhance their operation.
The PassageWay Service Provider can recognize the following call
handling features programmed to your telephone:
Auto Call Back
Call Answer Back
Call Forward
Call Information
Call Park
Call Pickup
Drop
Inspect
Leave Word Calling
Leave Word Cancel
Normal (if supported by your telephone)
Release
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Installing and Configuring Telephony
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Send All Calls
Speed Call Button
Speed Call Program
NOTE:
Features that cannot be programmed to buttons on your
telephone are disabled (that is, you cannot program these
features).
Make sure you specify the correct type and location of each
feature assigned to buttons on your telephone. If you incorrectly
specify any of this information, your system will not work as
expected.
9. Choose a button where a feature is assigned.
A submenu appears, displaying the following options:
Clear Button
Auto Call Back
2-42
Call Answer Back
Call Forward
Call Information
Call Park
Call Pickup
Drop
Inspect
Leave Word Calling
Leave Word Cancel
Normal
Installing and Configuring Telephony
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Release
Send All Calls
Speed Call Button
Speed Call Program
Cancel
10. Choose the appropriate feature for the selected button.
The label for the selected feature appears on the button.
11. Repeat Steps 9 and 10 for any other buttons.
12. When you are finished, choose the Continue button.
The Feature Access Codes dialog box appears.
Figure 2-9. Feature Access Codes Dialog Box
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Installing and Configuring Telephony
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Using this dialog box, you can program the following features to your
telephone:
Auto Call Back Off
Auto Call Back On
Call Answer Back
Call Park
Call Pickup
Forward Off
Forward On
Leave Word Calling
Leave Word Cancel
Priority
Send All Calls Off
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Send All Calls On
Speed Call Program
NOTE:
Before you can program these features to your telephone, you
must know the associated feature access codes. If you
incorrectly specify this information, your system will not work as
expected. Consult your DEFINITY System Manager for these
access codes.
Features that your telephone does not support are disabled (that
is, you cannot program these features).
Installing and Configuring Telephony
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13. In the box to the right of the feature you want to program, enter the
access code for that feature.
14. Repeat Step 13 for any other features you want to program.
15. When you are finished, choose the Continue button.
The PassageWay Configurator - Complete message box appears.
16. Choose the OK button.
The Configuration Complete message box appears.
17. Choose the OK button.
The Verify Firmware Version dialog box appears.
If you want to verify that your PassageWay adapter or 8411 telephone
If you are using Windows 95, the Connect application will be started,
NOTE:
If you have a Callmaster VI telephone, do not verify the firmware
version. Make sure the check box is not selected.
has current firmware, make sure the check box is selected. (This
check box is selected by default.) If the firmware in your PassageWay
adapter or 8411 telephone is not current, you may be unable to make
and receive calls with Telephony Manager. By selecting this check
box, the version of the firmware in your PassageWay adapter or 8411
telephone will be checked.
and it will check the version of the firmware in your PassageWay
adapter or 8411 telephone. If you are using Windows NT Workstation
4.0 or later or Windows NT Server 4.0 or later, the Pumpware Module
will be started, and it will check the version of the firmware in your
PassageWay adapter or 8411 telephone. If the firmware is not current,
Connect or the Pumpware Module will “pump” new firmware to the
PassageWay adapter or 8411 telephone.
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Installing and Configuring Telephony
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18. Choose the Next button.
If you are using Windows 95 and the check box was selected,
Connect starts, verifies the PassageWay link, and then checks the
firmware version. If the firmware is current, the Connect button
appears at the bottom of your screen. Proceed to Step 22.
If the firmware is not current, a Connect dialog box appears, stating
that the PassageWay firmware is not fully compatible with Connect.
Proceed to Step 19.
If you are using Windows NT and the check box was selected, the
Pumpware Module starts, verifies the PassageWay link, and then
checks the firmware version. If the firmware is current, the Pumpware
window appears. Proceed to Step 22.
If the firmware is not current, a dialog box appears, stating that the
PassageWay firmware is not fully compatible with the Pumpware
Module. Proceed to Step 19.
If the check box was not selected, the View README file dialog box
appears. If you want to view the Readme file now, make sure the
check box is selected. (This check box is selected by default.) If you
do not want to view the Readme file now, make sure the check box is
not selected. Proceed to Step 23.
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Installing and Configuring Telephony
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19. Choose the Yes button to update the PassageWay firmware now.
A dialog box appears, stating that the PassageWay firmware is about
to be downloaded.
20. Hang up any calls that are on your telephone, and then choose the
The firmware is downloaded to the PassageWay adapter or 8411
If the download was successful, a message box appears, stating that
If the download was unsuccessful, a dialog box appears, stating that
21. Choose the OK button.
Depending on your version of Windows, Connect or the Pumpware
NOTE:
You will be unable to make or receive any calls during the
download. The download process takes several minutes.
OK button.
telephone. A window displays the status of the download.
the download was successful.
an error occurred during the procedure and prompting you to repeat
the download procedure. Choose the Retry button and repeat the
download procedure.
Module verifies the PassageWay link. While the PassageWay link is
verified, the mouse arrow becomes an hourglass. When Connect or
the Pumpware Module is finished verifying the link, the hourglass
becomes an arrow again. The PassageWay link verification message
box remains on your screen. Proceed to Step 22.
22. If you are using Windows 95, click on the Connect button on the
bottom of your screen to open the Connect window, and then select
Exit from the File menu in Connect to close Connect.
If you are using Windows NT, select Exit from the File menu in the
Pumpware window to close the Pumpware Module.
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Installing and Configuring Telephony
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The View README File dialog box appears. If you want to view the
Readme file now, make sure the check box is selected. (This check
box is selected by default.) If you do not want to view the Readme file
now, make sure the check box is not selected.
23. Choose the Finish button.
If the
If the
24. When you are finished reading the Readme file, select Exit from the
The About To Restart Windows message box appears.
25. Choose the OK button.
The Install dialog box appears.
26. Remove the diskette from the diskette drive (if you are installing from
Depending on your version of Windows, either the system or Windows
The PassageWay Service Provider is now installed.
Readme file
appears, displaying the contents of the Readme file. Proceed to
Step 24.
Readme file
Windows message box appears. Proceed to Step 25.
File menu to close the Notepad window.
NOTE:
If you have any other Notepad windows open, you must close
all of them now. The installation will not continue until all
Notepad windows are closed.
diskette), and choose the OK button.
restarts.
check box was selected, the Notepad window
check box was not selected, the About To Restart
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Installing and Configuring Telephony
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If you need to modify any of the information for your telephone (for example,
lines or features are added to or removed from your telephone), run the
PassageWay Configurator. The PassageWay Configurator is located in the
application folder that contains the PassageWay Service Provider. (The
default application folder is PassageWay for DEFINITY.)
NOTE:
If you experience any difficulties running telephony applications, ask
your DEFINITY System Manager to check the administration of your
telephone and then run the PassageWay Configurator again to correct
any errors you may have made.
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Installing and Configuring Telephony
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Configuring 6400 Series Telephones
If you are using a 6400 Series telephone, perform the following steps to
configure your telephone:
1. From the Telephone Models dialog box, select the telephone you are
using, and then choose the Continue button.
Depending on the type of telephone you selected, one of the following
dialog boxes appears:
If you selected a 6402, 6408, or 6408+ telephone, the Advanced
Options dialog box appears.
Figure 2-10. Sample Advanced Options Dialog Box
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Installing and Configuring Telephony
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The Advanced Options dialog box gives you the ability to use
display features such as caller ID. Using this dialog box, you can
specify that your extension has display capabilities even though your
telephone does not have a display. However, in order for your
extension to have these display capabilities, your DEFINITY System
Manager must administer you extension for display capabilities.
Perform the following steps:
i. Specify whether your extension has display capabilities.
Choose the
capabilities. Otherwise, choose the
ii. Choose the OK button.
The Phone Line Information dialog box appears (Figure 2-11).
Yes
option button if your extension has display
No
option button.
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Installing and Configuring Telephony
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If you selected a 6400 Series telephone other than a 6402, 6408, or
6408+ telephone, the Phone Line Information dialog box appears.
Figure 2-11. Sample Phone Line Information Dialog Box for a 6408D
Telephone
This dialog box presents a representation of the buttons on your
telephone.
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Installing and Configuring Telephony
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If your company has a DEFINITY G3 V5 or later system, the
PassageWay Configurator can automatically download the following
information for your telephone from the DEFINITY system via the
Auto Config button:
the location and type (that is, primary line, bridged line, or
monitored line) of call appearances on your telephone.
the location of features assigned to buttons on your telephone.
the feature access codes for certain features that are not
programmed as buttons on your telephone.
If you want to configure your telephone automatically via the Auto
Config button, you must:
have a display telephone. However, you can use a non-display
telephone if your company’s DEFINITY System Manager administers
your extension as a display telephone. Consult your DEFINITY
System Manager. If you have a non-display telephone, you must also
use the Advanced Options dialog box to specify that your extension
has display capabilities even though your telephone does not have a
display
NOTE:
You cannot automatically download the configuration
information for your telephone if you have a 6402 telephone or
a 6402D telephone.
know the PASTE feature access code for your DEFINITY system.
You must contact your DEFINITY System Manager for this feature
access code.
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have a Next feature button administered on your telephone,
depending on your type of telephone. If you have a 6400 Series
telephone without a display, you must have a Next feature button
administered on your telephone. However, if you have a 6400 Series
telephone with a display, you do not need a Next feature button
administered on your telephone.
If you do not use the Auto Config button, you will use the Phone Line
dialog box to specify the location and type for each call appearance
on your telephone. You can specify the following types of call
appearances:
Primary Line, which is the extension of your telephone.
Bridged Line, which is the extension of another person’s telephone
to which you have full access (that is, you can “bridge” onto calls
appearing at that person’s telephone).
Monitored Line, which is the extension of another person’s telephone
for which you can monitor the status (that is, in use, on hold, or
inactive).
2. Perform one of the following steps:
If you want to manually configure the PassageWay Configurator,
proceed to Step 3.
If you want to automatically configure the PassageWay Configurator,
perform the following steps:
a. If you have a 6400 Series telephone with a display, proceed to
Step c.
If you have a 6400 Series telephone without a display, choose the
button where the Next feature button is located on your
telephone.
A submenu appears.
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Installing and Configuring Telephony
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b. Choose Next.
The Next label appears on the button you selected.
c. Choose the Auto Config button.
The PASTE Requirements dialog box appears, stating the
requirements for using this feature. If your system meets the
requirements, proceed to Step d. Otherwise, choose the Cancel
button and proceed to Step 3 to manually configure the
PassageWay Configurator.
d. Choose the OK button.
The Enter PASTE Feature Access Code dialog box appears. You
must enter the PASTE feature access code for your DEFINITY
system. Without this feature access code, the PassageWay
Configurator cannot download your telephone’s configuration
information from the DEFINITY system. Consult your DEFINITY
System Manager to get this feature access code.
e. Enter the PASTE feature access code, and then choose the
Continue button.
The PASTE Download dialog box appears, and the OK button is
disabled.
NOTE:
The download will take several minutes.
f. Choose the Begin button.
The configuration information is downloaded from the DEFINITY
system. If you have a PassageWay adapter installed, you may
hear some dialing occur during the download.
When the download is complete, the OK button is enabled.
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Installing and Configuring Telephony
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g. Choose the OK button.
The Feature Access Codes dialog box appears, displaying the
feature access codes for your DEFINITY system. You cannot
change any of this information during this session. To change this
information, you must restart the PassageWay Configurator.
h. Choose the Continue button.
The PassageWay Configurator - Complete message box
appears.
i. Proceed to Step 14.
3. Choose the location of a call appearance on your telephone.
A submenu appears displaying “Clear Button,” “Primary Line,”
“Bridged Line,” “Monitored Line,” and “Cancel.”
4. Choose the appropriate type of call appearance for the selected
If you select Clear Button, the programming (if any) and label (if
If you select Cancel, the submenu closes, and the programming for
If you select one of the other options, another dialog box appears.
5. Repeat Steps 3 and 4 for any other call appearances on your
NOTE:
Make sure you specify the correct location and type of each call
appearance on your telephone. If you incorrectly specify any of
this information, your system will not work as expected.
button.
any) are removed from that button.
the selected button is not changed.
You must enter the appropriate information in that dialog box, and
then choose the OK button in that dialog box.
telephone.
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Installing and Configuring Telephony
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6. When you are finished, choose the Continue button.
The Feature Buttons dialog box appears.
Figure 2-12. Sample Feature Buttons Dialog Box
NOTE:
The Feature Buttons dialog box only shows the buttons on your
telephone to which features can be programmed. This dialog
box does not show the soft keys on your telephone (if
available).
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Installing and Configuring Telephony
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Using this dialog box, you specify the location of call handling
features assigned to buttons on your telephone by the DEFINITY
System Manager. By specifying the locations of feature buttons,
other telephony applications can use these call handling features to
enhance their operation.
The PassageWay Service Provider can recognize the following call
handling features programmed to your telephone:
Auto Call Back
Call Answer Back
Call Forward
Call Information
Call Park
Call Pickup
Drop
NOTE:
You should have a Drop feature button programmed on your
telephone. Consult your DEFINITY System Manager.
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Inspect
Leave Word Calling
Leave Word Cancel
Normal (if supported by your telephone)
Release
Send All Calls
Speed Call Button
Speed Call Program
Installing and Configuring Telephony
Manager
NOTE:
Features that cannot be programmed to buttons on your
telephone are disabled (that is, you cannot program these
features).
Make sure you specify the correct type and location of each
feature assigned to buttons on your telephone. If you incorrectly
specify any of this information, your system will not work as
expected.
7. Choose a button where a feature is assigned.
A submenu appears, displaying the following options:
Clear Button
Auto Call Back
Call Answer Back
Call Forward
Call Information
Call Park
Call Pickup
Drop
Inspect
Leave Word Calling
Leave Word Cancel
Normal
Release
Send All Calls
Speed Call Button
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Installing and Configuring Telephony
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Speed Call Program
Cancel
8. Choose the appropriate feature for the selected button.
The label for the selected feature appears on the button.
9. Repeat Steps 7 and 8 for any other buttons.
10. When you are finished, choose the Continue button.
The Feature Access Codes dialog box appears.
Figure 2-13. Feature Access Codes Dialog Box
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Installing and Configuring Telephony
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Using this dialog box, you can program the following features to your
telephone:
Auto Call Back Off
Auto Call Back On
Call Answer Back
Call Park
Call Pickup
Forward Off
Forward On
Leave Word Calling
Leave Word Cancel
Priority
Send All Calls Off
Send All Calls On
Speed Call Program
NOTE:
Before you can program these features to your telephone, you
must know the associated feature access codes. If you
incorrectly specify this information, your system will not work as
expected. Consult your DEFINITY System Manager for these
access codes.
Features that your telephone does not support are disabled (that
is, you cannot program these features).
11. In the box to the right of the feature you want to program, enter the
access code for that feature.
12. Repeat Step 11 for any other features you want to program.
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13. When you are finished, choose the Continue button.
The PassageWay Configurator - Complete message box appears.
14. Choose the OK button.
The Configuration Complete message box appears.
15. Choose the OK button.
The Verify Firmware Version dialog box appears. If you want to verify
that your PassageWay adapter has current firmware, make sure the
check box is selected. (This check box is selected by default.) If the
firmware in your PassageWay adapter is not current, you may be
unable to make and receive calls with Telephony Manager. By
selecting this check box, the version of the firmware in your
PassageWay adapter will be checked.
If you are using Windows 95, the Connect application will be started,
and it will check the version of the firmware in your PassageWay
adapter. If you are using Windows NT Workstation 4.0 or later or
Windows NT Server 4.0 or later, the Pumpware Module will be started,
and it will check the version of the firmware in your PassageWay
adapter. If the firmware is not current, Connect or the Pumpware
Module will “pump” new firmware to the PassageWay adapter.
16. Choose the Next button.
If you are using Windows 95 and the check box was selected,
Connect starts, verifies the PassageWay link, and then checks the
firmware version. If the firmware is current, the Connect button
appears at the bottom of your screen. Proceed to Step 20.
If the firmware is not up-to-date, a Connect dialog box appears,
stating that the PassageWay firmware is not fully compatible with
Connect. Proceed to Step 17.
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If you are using Windows NT and the check box was selected, the
Pumpware Module starts, verifies the PassageWay link, and then
checks the firmware version. If the firmware is current, the Pumpware
window appears. Proceed to Step 20.
If the firmware is not up-to-date, a Pumpware Module dialog box
appears, stating that the PassageWay firmware is not fully compatible
with the Pumpware Module. Proceed to Step 17.
If the check box was not selected, the View README file dialog box
appears. If you want to view the Readme file now, make sure the
check box is selected. (This check box is selected by default.) If you
do not want to view the Readme file now, make sure the check box is
not selected. Proceed to Step 21.
17. Choose the Yes button to update the PassageWay firmware now.
A dialog box appears, stating that the PassageWay firmware is about
to be downloaded.
18. Hang up any calls that are on your telephone, and then choose the
The firmware is downloaded to the PassageWay adapter. A window
If the download was successful, a message box appears, stating that
If the download was unsuccessful, a dialog box appears, stating that
NOTE:
You will be unable to make or receive any calls during the
download. The download process takes several minutes.
OK button.
displays the status of the download. The download process takes
several minutes.
the download was successful.
an error occurred during the procedure and prompting you to repeat
the download procedure. Choose the Retry button and repeat the
download procedure.
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Installing and Configuring Telephony
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19. Choose the OK button.
Depending on your version of Windows, Connect or the Pumpware
Module verifies the PassageWay link. While the PassageWay link is
verified, the mouse arrow becomes an hourglass. When Connect or
the Pumpware Module is finished verifying the link, the hourglass
becomes an arrow again. The PassageWay link verification message
box remains on your screen. Proceed to Step 20.
20. If you are using Windows 95, click on the Connect button on the
bottom of your screen to open the Connect window, and then select
Exit from the File menu in Connect to close Connect.
If you are using Windows NT, select Exit from the File menu in the
Pumpware window to close the Pumpware Module.
The View README File dialog box appears. If you want to view the
Readme file now, make sure the check box is selected. (This check
box is selected by default.) If you do not want to view the Readme file
now, make sure the check box is not selected.
21. Choose the Finish button.
If the
If the
22. When you are finished reading the Readme file, select
The About To Restart Windows message box appears.
Readme file
appears, displaying the contents of the Readme file. Proceed to
Step 22.
Readme file
Windows message box appears. Proceed to Step 23.
File menu to close the Notepad window.
NOTE:
If you have any other Notepad windows open, you must close
all of them now. The installation will not continue until all
Notepad windows are closed.
check box was selected, the Notepad window
check box was not selected, the About To Restart
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Exit
from the
Installing and Configuring Telephony
Manager
23. Choose the OK button.
The Install dialog box appears.
24. Remove the diskette from the diskette drive (if you are installing from
diskette), and choose the OK button.
Depending on your version of Windows, either the system or Windows
restarts.
The PassageWay Service Provider is now installed.
If you need to modify any of the information for your telephone (for example,
lines or features are added to or removed from your telephone), run the
PassageWay Configurator. The PassageWay Configurator is located in the
application folder that contains the PassageWay Service Provider. (The
default application folder is PassageWay for DEFINITY.)
NOTE:
If you experience any difficulties running telephony applications, ask
your DEFINITY System Manager to check the administration of your
telephone and then run the PassageWay Configurator again to correct
any errors you may have made.
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Installing the Telephony Manager
Software
This section describes how to install Telephony Manager.
To install Telephony Manager:
1. Start Windows (if it is not running already).
2. Shut down all applications running on your PC.
3. If you are installing from CD-ROM, insert the Telephony Manager
CD-ROM into the CD-ROM drive of your PC. If the Autorun feature is
enabled on your PC, the PassageWay Setup dialog box appears.
Proceed to Step 6.
If you are installing from a shared directory on a network server,
proceed to Step 4.
If you are installing from diskette, insert Telephony Manager diskette
#1 into the diskette drive of your PC.
4. Double-click on the My Computer icon on your desktop.
The My Computer window appears.
5. Depending on whether you are installing from a CD-ROM, a shared
directory, or a diskette, perform one of the following steps:
If you are installing from CD-ROM, double-click on the CD-ROM
icon, and then double click on start.exe. The PassageWay Setup
dialog box appears.
If you are installing from a shared directory, double-click on the
network drive icon specified by your Network Administrator, and
then double-click on setup.exe. The PassageWay Telephony
Manager Setup dialog box appears. Proceed to Step 7.
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If you are installing from diskette, double-click on the diskette drive
icon, and then double-click on setup.exe. The PassageWay
Telephony Manager Setup dialog box appears. Proceed to Step 7.
6. Select the
choose the OK button.
The PassageWay Telephony Manager Setup dialog box appears.
7. Choose the Next button.
The Select Destination Directory dialog box appears. This dialog box
displays the name of the directory where the Telephony Manager
applications will be installed by default.
8. If the default directory is unacceptable, choose the Browse button
and specify an alternate directory. Otherwise, proceed to Step 9.
9. Choose the Next button.
The Select App Folder dialog box appears. This dialog box displays
the name of the application folder to which the Telephony Manager
icons will be added. Proceed to Step 10.
10. If the default application folder is unacceptable, enter the name of the
new folder to be created or select an existing folder. Otherwise,
proceed to Step 11.
11. Choose the Next button.
The Creating Short Cuts dialog box appears.
12. If you would like to have a short cut for Telephony Manager on the
Windows desktop, make sure the first check box is selected. (The
check box is selected by default.)
PassageWay Telephony Manager
option button, and then
13. If you would like to have a short cut for Telephony Manager on the
Start menu, make sure the second check box is selected. (The check
box is selected by default.)
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Installing and Configuring Telephony
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14. Choose the Next button.
The Add to StartUp dialog box appears.
15. If you would like to have the Anywhere Dialer application added to
your Startup folder so that it starts every time you start your system,
make sure the first check box is selected. (The check box is selected
by default.) Anywhere Dialer allows you to use Telephony Manager to
dial telephone numbers that are located in other applications.
16. If you would like to have Telephony Manager added to your Startup
folder so that it starts every time you start your system, make sure the
second check box is selected.
17. Choose the Next button.
The Ready to Install dialog box appears.
18. Choose the Next button.
The installation program copies files to the destination directory. The
installation program displays a message box to inform you of its
status as it installs files.
If you are installing from diskette, insert the requested diskette into
the PC when prompted, and choose the OK button.
After the software is installed, the Installation Completed dialog box
appears. If you want to view the Readme file now, make sure the
check box is selected. (This check box is selected by default). If you
do not want to view the Readme file now, make sure the check box is
not selected.
19. Choose the Finish button.
If the
If the
Readme file
appears, displaying the contents of the Readme file. Proceed to
Step 20.
Readme file
Windows message box appears. Proceed to Step 21.
check box was selected, the Notepad window
check box was not selected, the About To Restart
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Installing and Configuring Telephony
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20. When you are finished reading the Readme file, select Exit from the
File menu to close the Notepad window.
The About To Restart Windows message box appears.
Depending on your system, you may have to restart your PC.
21. Choose the OK button.
If the Install dialog box appears, remove the diskette from the diskette
If the Install dialog box does not appear, the installation is completed.
Telephony Manager is now installed. Proceed to “Starting Telephony
Manager.”
NOTE:
If you have any other Notepad windows open, you must close
all of them now. The installation will not continue until all
Notepad windows are closed.
drive (if you are installing from diskette), and choose the OK button.
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Starting Telephony Manager
If you did not have a previous version of Telephony Manager installed, the first
time you start Telephony Manager you are prompted to configure the
following settings:
the number of primary call appearances on your telephone. You can
enter up to 32 call appearances, but no more than 6 call appearances
will be displayed in the Telephony Manager window.
the minimum number or default number of call appearances you want
displayed in the Telephony Manager window. These call appearances
will be displayed even when there is no corresponding call on your
telephone.
whether you want the size of the Call Appearance area of the
Telephony Manager window to change automatically as you make and
receive calls. If you enable the Auto-Sizing feature, the Telephony
Manager window automatically displays a call appearance for each call
that appears at your telephone up to the number of call appearances
you specified in the
the number of primary call appearances on your telephone). When
each call disconnects, the call appearance for each call is
automatically removed from the Call Appearance area of the Telephony
Manager window. The number of call appearances that remains is the
minimum number or default number of call appearances you specified.
By default, the Auto-Sizing feature is enabled.
Number of telephone lines available
setting (that is,
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If you disable the Auto-Sizing feature, the maximum number, minimum
number, or default number of call appearances you specified appears
in the Call Appearance area of the Telephony Manager window,
depending on the state of the Maximize/Minimize Call Appearance
Area button. These call appearances are displayed even when there
are no calls appearing on your telephone.
Installing and Configuring Telephony
Manager
To start Telephony Manager:
1. Select the Start button.
The Start menu appears.
2. Select Programs.
3. Select the application folder that contains PassageWay Telephony
Manager. (The default application folder is PassageWay TelephonyManager.)
4. Select PassageWay Telephony Manager.
If you have configured the Dialing Properties for your PC previously,
the Number of Calls dialog box appears the first time you start
Telephony Manager.
Figure 2-14. Number of Calls Dialog Box
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Installing and Configuring Telephony
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If you have not configured the Dialing Properties for your PC
previously, a message box appears, prompting you to configure your
dialing locations. Choose the OK button. The Dialing Properties dialog
box appears. Perform Steps 3 to 9 in the next section “Configuring
the Dialing Information” to configure your dialing locations and then
perform the steps in this procedure.
5. In the
6. In the
7. Select the
If you want the size of the Telephony Manager window to change
If you do not want the size of the Telephony Manager window to
Number of telephone lines available
primary call appearances on your telephone.
Minimum or default number of lines to be displayed
the minimum number of call appearances you want displayed in the
Telephony Manager window. These call appearances will be
displayed even when there are no calls appearing at your telephone.
Turn On Auto-Sizing
Auto-Sizing feature. A check mark in the
box indicates that the Auto-Sizing feature is enabled.
automatically as you make and receive calls, enable the Auto-Sizing
feature and make sure the Call Appearance area is not maximized
(using the Maximize/Minimize Call Appearance Area button in the
Telephony Manager window).
change automatically as you make and receive calls, disable the
Auto-Sizing feature. If you want to view all of the call appearances,
you must maximize the Call Appearance area (using the
Maximize/Minimize Call Appearance Area button in the Telephony
Manager window).
check box to enable or disable the
box, enter the number of
box, enter
Turn On Auto-Sizing
check
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8. Choose the OK button.
If only one telephony provider is installed on your PC (that is, either
the PassageWay Service Provider or the Unimodem Service
Provider), the Telephony Manager window appears. Proceed to
“Configuring the Dialing Information,” later in this chapter.
If both the PassageWay Service Provider and the Unimodem Service
Provider are installed and configured on your PC, a message box
appears, stating that you must select a service provider.
Choose the OK button to close the message box. The Connect Using
dialog box appears. From the
you want to use, and then choose the OK button. (If you are using
Telephony Manager with a DEFINITY system, select
DEFINITY/line). The Telephony Manager window appears.
Proceed to “Configuring the Dialing Information,” later in this chapter.
Line
box, select the telephony provider
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Configuring the Dialing
Information
This section describes how to configure the following dialing information:
the digit(s) you must dial before you can make a local call (that is, an
external call)
the digit(s) you must dial before you can make a long-distance call
the area code for your telephone
To configure the dialing information:
1. From the View menu in the Telephony Manager window, choose
Dialing Properties.
If you are using Windows NT, the Dialing Properties dialog box
appears. Proceed to Step 3.
If you are using Windows 95, the Telephony Properties dialog box
2. If you are using Windows 95, choose the Dialing Properties button.
The Dialing Properties dialog box appears.
Figure 2-16. Sample Dialing Properties Dialog Box
3. In the
4. In
5. In the
I am dialing from
The area code is
I am in
box, select your country.
box, select Default Location.
box, enter the area code for your location.
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6. In the
7. In the
8. Choose the OK button.
The Dialing Properties dialog box closes.
9. If you are using Windows 95, choose the OK button in the Telephony
Proceed to “Configuring Telephony Manager and Phonebook Options,” later
in this chapter.
First dial for local
an outside line for local calls (for example, “9”). Once you enter the
digit(s), you do not need to enter them when you make calls from
Telephony Manager. Telephony Manager inserts the digit(s)
automatically.
First dial for long distance
to access an outside line for long-distance calls (for example, “9”).
Once you enter the digit(s), you do not need to enter them when you
make calls from Telephony Manager. Telephony Manager inserts the
digit(s) automatically.
NOTE:
Do not enter “1” in the
inserted automatically when necessary for a long-distance call.
Properties dialog box.
box, enter the digit(s) you must dial to access
box, enter the digit(s) you must dial
First dial for long distance
box. The “1” is
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Configuring Telephony Manager
and Phonebook Options
This section describes how to configure the following:
how you want Telephony Manager and Phonebook to operate when
you receive and answer calls.
whether you want Telephony Manager to match the caller ID for calls
against entries in your Phonebook directory.
whether you want Phonebook to start automatically every time you start
Telephony Manager.
whether you want Telephony Manager to place active calls on hold
automatically when you make or answer another call.
whether you want Telephony Manager to play feedback tones on your
sound system speakers when you transfer and conference calls
successfully via Telephony Manager.
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Installing and Configuring Telephony
Manager
To configure the Phonebook options:
1. From the Options menu in the Telephony Manager window, choose
Preferences.
The Preferences dialog box appears.
Figure 2-17. Preferences Dialog Box
2. In the Application Pop Options area, select the
Manager on Ringing
Manager will appear when you receive a call. A check mark in the
Show Telephony Manager on Ringing
Telephony Manager window will appear when you receive a call.
check box to specify whether Telephony
check box indicates that the
Show Telephony
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Installing and Configuring Telephony
Manager
3. Select the
the Phonebook window will appear when you answer a call. A check
mark in the
Phonebook window will appear when you answer a call.
4. Select the
whether the Log Notes and Details window will appear when you
answer a call. A check mark in the
check box indicates that the Log Notes and Details window will
appear when you answer a call.
5. In the Phonebook Options area, select the
ID information
check mark in the
indicates that Telephony Manager will try to match caller ID with
Phonebook entries.
If you set Telephony Manager to match caller ID with Phonebook
entries, Telephony Manager takes the caller ID (if available) for
incoming, external calls and tries to find a matching telephone
number in Phonebook. If a match is found, the name and telephone
number from Phonebook are displayed for the call in the Call
Appearance area of Telephony Manager. If a match is not found, the
information from your company’s telephone system is displayed for
the call in the Call Appearance area.
Show Phonebook on Answer
Show Phonebook on Answer
Show Notes Screen on Answer
check box to specify whether
check box indicates that the
check box to specify
Show Notes Screen on Answer
Use Phonebook for caller
check box to enable or disable caller ID matching. A
Use Phonebook for caller ID information
check box
If you do not set Telephony Manager to match caller ID with
NOTE:
Caller ID matching is only performed when there is no calling
name provided with the incoming call. Also, Phonebook must
be running for caller ID matching to work.
Phonebook entries, the information from your company’s telephone
system is displayed for the call in the Call Appearance area of
Telephony Manager.
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Installing and Configuring Telephony
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6. Select the
enable or disable Phonebook to start automatically when Telephony
Manager starts. A check mark in the
application
automatically when Telephony Manager starts.
7. In the Call Action Options area, select the option button of the action
you want Telephony Manager to perform when you make or answer a
call while you are already active on a call.
If you want Telephony Manager to place the active call on hold
automatically when you make or answer another call, select the
Hold
If you want Telephony Manager to drop (that is, hang up) the active
call automatically when you make or answer another call, select the
Auto-Drop
8. In the Response Options area, select the
successful actions
Manager to play feedback tones on your sound system speakers
when you transfer and conference calls successfully. If you do not
have a sound board and speakers, you will not hear these tones. A
check mark in the
box indicates that Telephony Manager will play the feedback tones on
your sound system speakers when you transfer and conference calls
successfully.
Launch Phonebook at start of application
Launch Phonebook at start of
check box indicates that Phonebook will start
option button.
option button.
Play feedback tones for
check box to enable or disable Telephony
Play feedback tones for successful actions
check box to
Auto-
check
9. Choose the OK button.
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Installing and Configuring Telephony
Manager
You have finished configuring Telephony Manager and Phonebook. Refer to
Chapter 3 to start the Telephony Manager applications. If you need
information about features and procedures for Telephony Manager,
Phonebook, Log Manager, Anywhere Dialer, Auto-Task Manager, and Script
Editor, be sure to consult the online help that is provided with these
applications.
NOTE:
If you want to convert your existing telephone number/address files
(such as AT&TCall files and Message Manager files) into Phonebook
files, select the Import command from the File menu in Phonebook. Be
sure to check the Phonebook online help for complete instructions on
importing existing files into Phonebook. (See the “Import files into a
Phonebook directory” topic, which is located under
“Exporting/Importing Information” in the online help.)
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