Lucent Technologies Comcode 108239393 User Manual

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PassageWay® Telephony Manager R2.0

for DEFINITY

Enterprise

Communications Server

Getting Started

560-201-109 Comcode 108239393 Issue 2 July 1998

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.

Ordering Information

Call: Lucent Technologies BCS Publications Center

Voice 1 800 457-1235 International Voice 317 322-6791 Fax 1 800 457-1764 International Fax 317 322-6699

Write: Lucent Technologies BCS Publications Center

2855 North Franklin Road Indianapolis, IN 46219

Order: Document No. 560-201-109

Comcode 108239393 Issue 2, July 1998

Fraud Intervention

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

Introduction

What is PassageWay Telephony Manager? 1-1



Support for TAPI 1-4



New Features in Release 2.0 1-4



About This Guide 1-5



User Responsibilities 1-6



Online Help 1-6



Conventions Used in This Guide 1-7



Getting Help 1-8



2 Installing and Configuring

Telephony Manager

Overview 2-1



New Telephony Manager Users 2-1



Upgrading from Telephony Manager Release 1 2-4



PassageWay Telephony Manager Components 2-6



PassageWay Telephony Manager Requirements 2-6



Installing and Configuring the PassageWay



Service Provider 2-11 Installing the Telephony Manager Software 2-66



Starting Telephony Manager 2-70



Configuring the Dialing Information 2-74



1-1

2-1

iii

Contents



Configuring Telephony Manager and Phonebook Options 2-78

Removing the PassageWay Service Provider 2-83 Removing Telephony Manager 2-84

Using the Telephony Manager Applications

Overview 3-1



Using Telephony Manager 3-2



Using Phonebook 3-4



Using Log Manager 3-6



Using Anywhere Dialer 3-8



Using Script Editor 3-11



Using Auto-Task Manager 3-13



Troubleshooting

Overview 4-1



Troubleshooting Telephony Manager 4-2



General Troubleshooting for the PassageWay



3-1

4-1

Service Provider 4-13 PassageWay Adapter LEDs 4-21



Troubleshooting Connect 4-23



Contents

PC Serial Ports

Overview A-1



Background A-2



Workarounds and Solutions to the IRQ Conflict



Problem A-7 Selecting an Add-On Serial Port Card A-10



Changing the Settings for the 8411 Telephone

Overview B-1



Programming Procedure B-5



PassageWay Service Provider Planning Form

Overview C-1



Index

A-1

B-1

C-1

IN-1

Figures

2 Installing and Configuring

Telephony Manager

2-1. PassageWay Adapter Installed with a Local

Power Supply 2-21

2-2. PassageWay Adapter Installed with

Telephone Closet Power 2-22 2-3. Find PassageWay Phone Dialog Box 2-27 2-4. Sample PassageWay Configurator - COM Port

Dialog Box 2-29 2-5. Telephone Models Dialog Box 2-30 2-6. Sample Telephone Options Dialog Box 2-32 2-7. Sample Phone Line Information Dialog Box 2-34 2-8. Sample Feature Buttons Dialog Box 2-40 2-9. Feature Access Codes Dialog Box 2-43 2-10. Sample Advanced Options Dialog Box 2-50 2-11. Sample Phone Line Information Dialog Box

for a 6408D Telephone 2-52 2-12. Sample Feature Buttons Dialog Box 2-57 2-13. Feature Access Codes Dialog Box 2-60 2-14. Number of Calls Dialog Box 2-71 2-15. Sample Telephony Properties Dialog Box 2-75 2-16. Sample Dialing Properties Dialog Box 2-76 2-17. Preferences Dialog Box 2-79

2-1

Using the Telephony Manager Applications

3-1. Anywhere Dialer Icon in the System Tray 3-8

3-1

vii

Introduction

Contents

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

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

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 Begin 2-12



Connecting Your 8411 Telephone to Your PC 2-16



Connecting Your Callmaster VI Telephone to



Your PC 2-17 Installing the PassageWay Adapter 2-18



Install the PassageWay Adapter with a Local

Power Supply 2-19

Install the PassageWay Adapter with Telephone

Closet Power 2-22

2-1 2-1

2-4

2-6

2-11

2-i

Contents



Installing the Telephony Manager Software

Installing the PassageWay Service Provider Software 2-24

Configuring 7400 Series, 8400 Series, and

Callmaster Telephones 2-32

Configuring 6400 Series Telephones 2-50

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

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 adapter The 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 adapter The 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).

2-15

Installing and Configuring Telephony Manager

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.”

2-16

Installing and Configuring Telephony Manager

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.”

2-17

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.

2-19

Installing and Configuring Telephony Manager

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.”

2-20

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

Wall

Step

Figure 2-1. PassageWay Adapter Installed with a Local Power Supply

2-21

Installing and Configuring Telephony Manager

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

Wall

Figure 2-2. PassageWay Adapter Installed with Telephone Closet Power

2-22

Installing and Configuring Telephony Manager

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.”

2-23

Installing and Configuring Telephony Manager

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

2-25

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.

2-26

Installing and Configuring Telephony Manager

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

2-27

Installing and Configuring Telephony Manager

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.

2-28

Installing and Configuring Telephony Manager

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

2-29

Installing and Configuring Telephony Manager

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

2-30

Installing and Configuring Telephony Manager

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.

2-31

Installing and Configuring Telephony Manager

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

2-32

Installing and Configuring Telephony Manager

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.

2-33

Installing and Configuring Telephony Manager

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

2-34

Installing and Configuring Telephony Manager

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

 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.

2-35

Installing and Configuring Telephony Manager

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.

2-37

Installing and Configuring Telephony Manager

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.

2-38

Installing and Configuring Telephony Manager

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.

2-39

Installing and Configuring Telephony Manager

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).

2-40

Installing and Configuring Telephony Manager

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

2-41

Installing and Configuring Telephony Manager

 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 Manager

 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

2-43

Installing and Configuring Telephony Manager

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

2-44

 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 Manager

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.

2-45

Installing and Configuring Telephony Manager

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 Manager

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.

2-47

Installing and Configuring Telephony Manager

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

2-48

Installing and Configuring Telephony Manager

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.

2-49

Installing and Configuring Telephony Manager

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

2-50

Installing and Configuring Telephony Manager

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

option button.

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Installing and Configuring Telephony Manager

 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 Manager

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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Installing and Configuring Telephony Manager

 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 Manager

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 Manager

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 Manager

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 Manager

Using this dialog box, you specify the location of call handling

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 Manager

 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 Manager

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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Installing and Configuring Telephony Manager

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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Installing and Configuring Telephony Manager

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

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 Manager

19. Choose the OK button. Depending on your version of Windows, Connect or the Pumpware

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

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

2-64

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:

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Installing and Configuring Telephony Manager

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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Installing and Configuring Telephony Manager

 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 Manager

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

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 Manager

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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Installing and Configuring Telephony Manager

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,

2-70

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 Telephony Manager.)

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 Manager

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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Installing and Configuring Telephony Manager

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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Installing and Configuring Telephony Manager

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

appears (Figure 2-15).

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Installing and Configuring Telephony Manager

Figure 2-15. Sample Telephony Properties Dialog Box

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Installing and Configuring Telephony Manager

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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Installing and Configuring Telephony Manager

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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Installing and Configuring Telephony Manager

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 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 Manager

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.

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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Lucent Technologies Comcode 108239393 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Introduction

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

Installing and Configuring Telephony Manager

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 Begin

Connecting Your 8411 Telephone to Your PC

Connecting Your Callmaster VI Telephone to Your PC

Installing the PassageWay Adapter

Install the PassageWay Adapter with a Local Power Supply

Install the PassageWay Adapter with Telephone Closet Power

Installing the PassageWay Service Provider Software

Configuring 7400 Series, 8400 Series, and Callmaster Telephones

Configuring 6400 Series Telephones

Installing the Telephony Manager Software

Starting Telephony Manager

Configuring the Dialing Information

Configuring Telephony Manager and Phonebook Options