MDS Procall Business Microsoft Outlook plug-in, Procall Business Installation Manual

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MDS Procall Business

Microsoft Outlook plug-in

Installation Guide

Revision: 001
Date: October 2006
Author: MDS Gateways

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Table of contents

1) Introduction ....................................................................................................................2

1.1) TAPI driver ............................................................................................................2

1.2) Procall Business......................................................................................................2

2) Installation...................................................................................................................... 4

2.1) Stage 1: Installing the TAPI driver..............................................................................4

2.2) Stage 2: Installing Procall Business.............................................................................7

2.3) Configuring the MS Outlook plug-in.....................................................................10

3) Other applications.........................................................................................................12

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1) Introduction

1.1) TAPI driver

The Telephony Application Programming Interface (TAPI) enables PCs running Microsoft
Windows to use telephone services. MDS Gateways delivers a basic TAPI driver with each
system free of charge. This basic version makes it possible to make calls and hang up calls
using your pc. By installing Procall Business, the TAPI driver is upgraded to a professional
version. With the professional version it is possible show the telephone status, show incoming
calls, transfer, conference, redirect and pickup calls using your pc.

Basic TAPI

Free of charge

Professional TAPI

License required

Dialling/Hangup from the PC Yes Yes
Show telephone status No Yes
Show incoming calls No Yes
Transfer, conference No Yes
Redirect, pickup No Yes

MDS Gateways supports a single user software version only. This means that the software
will be installed, used and configured locally on the workstation. The license will also be
entered locally. The phone is directly connected to the workstation over the computer
network, where the TAPI-driver will be installed, that allows the communication and control
of the phone.

1.2) Procall Business

ProCall Business extends the capacity of the telephone at your workstation. It is used as a
Microsoft Outlook plug-in. The product has a phone call display with names, a journal of all
phone calls, a list of unanswered phone calls, extended search of names and phone numbers.

Single user - ProCall Business controls all important telephone functions, e.g. dial, accept,
hang-up, consultation, transfer, brokerage, redirect and establish a phone conference. In case
of an incoming call, all contact numbers are compared with the stored callers number. So you
can recognize immediately who is calling and all associated information is displayed.
Incoming calls are recorded to the journal. This gives yo u a perfect overview of all calls.

The table below shows an overview of the properties of Procall Business.

Procall Business Functions

Dialing, answer, hangup v
Configurable Pop-Up (bubble window, contact info, call log) v
Hotkey dialing (Dial, answer, hangup from all applications; dial through marking the
number and pressing a predefined button)

v

Customizable redialing v

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Hold, unhold, brokerage, consultation, transfer v
Pickup, redirect v
conference v
Call diversion (internal / external calls) v
Powerdialer v
Number pad v
Project pins (for use with journal) v
Vanity numbers v
Door opener v
Charging information v
Telephone state (connected, busy...) v
Prearrange calls v
Call journal v
Primary Line v
Two lines (Operate 2 phones from one workplace) v
Programmable actions v
Sounds (individual sound for each caller) v
Fast search (number, name, company) v
Display of additional information (company, ...) v
Creation of contacts, number assignment v

Add-In Client (Microsoft Outlook)

Add-In technology v
Contacts / journal / tasks v
Powerdialer v
Displays unanswered calls in the mailbox v
Redirection of "unanswered call" e-mails v
Access to public Exchange folders *) v

Installation

MSI (Microsoft Windows Installer) v
Domain / group policy (managed installation) v

Requirements

? Windows 95/98/Me, Windows NT, Windows 2000/2003 or XP
? Outlook 97, 98, 2000, 2002 or 2003