Nortel TAPI, Norstar TAPI Service Provider 4.3 User Manual

Norstar TAPI Service Provider 4.3
Server Configuration Guide

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Table of contents 3

P0605043 Issue 01 Norstar TSP Server Configuration Guide

Table of contents

Introduction to Norstar TAPI Service Provider 4.3 5

How does Norstar TSP work? 5
Operating system requirements 7

Computer Telephony Adapter compatibility 7

Installing Norstar TSP on the Server 8

Server installation overview 8
Selecting a Windows NT Server / Windows 2000 Server PC 9
Setting up the Server as a member server in a domain 10
Assigning the TAPI_ADMIN user account administration privileges 10
TAPI on Windows 2000 Server / 2000 Advanced Server 12
Installing Microsoft TAPI 2.1 on the Windows NT Server 12

Installing TAPI 2.1 on Windows NT Server 4.0 12
Installing the CTA device on the Server 12
Installing Norsta r TSP 13
Verifying that Norstar TSP is installed 13
Adding server functionality to Norstar TSP 14
Configuring Norstar TSP on the Windows NT 4.0 Server 14

Enabling the Norstar TSP server 15

Adding Norstar TSP clients to the Norstar TSP server 16

Assigning a telephone to a Norstar TSP client 19

Deleting a line from a client 23

Configuring Norstar TSP on the Windows 2000 or Windows 2000

Advanced Servers 24

Enabling the Norstar TSP Server 24

Selecting the server 26
Adding Norstar TSP Clients to the Norstar TSP Server 27
Assigning a telephone to a Norstar TSP client 27

Installing Norstar TSP on client PCs 29

Client installation overview 29
Installing Microsoft TAPI 2.1 on client PCs 29

Installing TAPI 2.1 on Windows NT 4.0 Workstation 29

Installing TAPI 2.1 on Windows 95 30

Installing TAPI 2.1 on Windows 98 30
Configuring TAPI Client on a client PC 31

Configuring the network settings on the client PC 31

Registering with the Norstar TSP server 33

4 Table of contents

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Setting the Dialing Properties 34

Viewing Norstar TSP information 42

Accessing the Norstar TSP Control Panel 42

Viewing the Norstar TSP version number 43

V iewing the Norstar TSP status 43

Viewing the connection information 43
Norstar TSP error messages 43
Using the Norstar CTI Diagnostics 44

Choosing the information you want to view 45

V iewing detailed information about Norstar TSP 46

V iewing information about the Norstar TSP software 46

Saving the information to a file 47

Deleting information from the log 47

Exiting from the Norstar CTE Diagnostics window 47

Troubleshooting 48

Troubleshooting while installing Norstar TSP 48
Troubleshooting after installing Norstar TSP 48

Norstar TSP tips 50

Starting Norstar TSP 50
Windows attempts to re-install the CTA 50

Appendix A – Using a Primary Domain Controller as a TAPI

Server 51

To set up the TAPI Server as a Primary Domain Controller 51

Appendix B - Reinstalling the older version of Microsoft TAPI 52

Windows 95 52
Windows NT 52

Glossary 53

List of acronyms 53
Glossary terms 53

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Introduction to Norstar TAPI Service
Provider 4.3

The Norstar Desktop Computer Telephony Integration (CTI) range of products
provides an interface between your personal computer (PC) and your Norstar
telephone system. With these products, you can use telephony applications on your
Windows® PC to control your Norstar telephone.

To use Norstar Desktop CTI, you require a hardware component and a software
component.

The hardware component of Norstar Desktop CTI is the Computer Telephony
Adapter (CTA). The CTA provides the physical connection between your PC and
your Norstar telephone system. Instructions on how to install your CT A device ar e
in the CTA Installation Guide.

The software component of Norstar Desktop CTI is Norstar TAPI Service Provider
(Nors tar TSP). Norst a r TSP work s with Mi c r osoft® TAPI and Windows® NT to
allow your telephony application to communicate with the CTA and control your
Norstar telephone.

In server configuration, Norstar TSP shares a single CTA with network users. This
allows users on your network to run telephony applications to control their Norstar
telephones.

How does Norstar TSP work?

Norstar TSP works with three other software components, each providing a
different function. The four software components are:

• Telephony application
Telephony applications are installed on client PCs. Norstar TSP users run
telephony applications to control their Norstar telephone. With this application,
Norstar TSP users give commands (such as answer telephone) to the Norstar
telephone system. The telephony application also displays messages (such as
telephone ringing) received from the Norstar telephone system. An example of
a telephony application is Norstar Personal Call Manager.

• Windows operating system
Windows is installed on the Server and the client PCs. Windows passes
commands from the telephony application to TAPI and messages from TAPI to
the telephony application.

Microsoft and Windo ws ar e registered trademarks of Microsoft Corporation .

6 How does Norstar TSP work?

Norstar TSP Server Configuration Guide P0605043 Issue 01

• Microsoft Telephony Application Programming Interface (TAPI)
TAPI is installed on the Server and the client PCs. TAPI converts industry
standard commands received from Windows into a format that Norstar TSP can
understand. It also converts messages from the Norstar TSP into an industry
standard format and gives them to Windows.

• Norstar TSP
Norstar TSP is installed on the Server as a Windows NT service. Norstar TSP
receives commands from TAPI and converts them into a format that is
understood by the Norstar telephone system. It also r eceives messages from the
Norstar telephone system and converts them into a format that is understood by
TAPI. Messages are sent to and received from the Norstar telephone system
using the CTA.

The figure TAPI overview shows how messages and commands are passed between
the client PCs and the Norstar telephone system.

TAPI overview

Microsoft Windows NT Se rver

Microsoft TAPI

Norsta r TS P

Server

Norstar

telephone

system

CTA

Telephony application

Microsoft Windows

Microsoft TAPI

Norstar TSP User PC

Telephony application

Microsoft Windows

Microsoft TAPI

Norstar TSP User PC

Telephony appli cation

Microsoft Windows

Microsoft TAPI

Norstar TSP User PC

Commands

from users

Respo n ses from

Norstar tele phone

system

Operating system requ ire me nts 7

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Operating system requirements

The Norstar TSP Server must be using Windows NT Server 4.0., Windows 2000
Server or Windows 2000 Advanced Server.

You must update Windows NT Server 4.0 with Service Pack 4 before you install
Norstar TSP. When you update Windows NT 4.0 with Service Pack 4, Microsoft
TAPI 2.1 is installed on your computer.

You must also install Microsoft TAPI 2.1 on all of the client PCs before installi ng
Norstar TSP. If you do not have TAPI 2.1 installed, refer to Installing Microsoft

TAPI 2.1 on client PCs on page 29 for instructions on how to install TAPI 2.1.

Computer Telephony Adapter compatibility

The Computer Telephony Adapter (CTA) is the device that connects the Server to
the Norstar telephone system. The chart below specifies which CTA devices are
compatible with Windows NT Server 4.0.

Windows NT Server 4.0 Windows 2000 Server
CTA 100 Yes Yes
CTA 150i No No
CTA 160i Yes Yes
CTA 200 (using serial port) Yes Yes
CTA 200 (using USB port) No No
CTA 500dm No No

8 Operating system requirements

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Installing Norstar TSP on the Server

To use the Norstar TSP server functionality, you must install and configure
applications on the Server and then on the client PCs.

Server installation overview

1. Select an appropriate Windows NT Server or Windows 2000 Server or
Windows 2000 Advanced Server for your network.
For mo re i n formation, refer t o Selecting a Windows NT Server / Windows

2000 Server PC on page 9.

2. Set up the Server as a member server in a domain.
For mo re i n formation, refer t o Setting up the Server as a member server in a

domain on page 10.

3. Set up a TAPI domain account with administration privileges on the member
server.
For mo re i n formation, refer t o Assigning the TAPI_ADMIN user account

administration privileges on page 10.

4. Install Microsoft TAPI 2.1 on the Server.
For mo re i n formation, refer t o Installing Microsoft TAPI 2.1 on the Windows

NT Server on page 12.

Note: Windows 2000 Server and Windows 2000 Advanced Server already have

TAPI 3.0 installed.

5. Install a CTA on the Server.
For more information, refer to the installation guide that came with your CTA.

6. Install Norstar TSP on the Server.
For mo re i n formation, refer t o Installing Norstar TSP on page 13.

7. Verify that Norstar TSP installed correctly.
For mo re i n formation, refer t o Verifying that Norstar TSP is installed on page

13.

8. Upgrade Norstar TSP to add server functionality.
For mo re i n formation, refer t o Adding server functionality to Norstar TSP on
page 14.

9. Configure Norstar TSP on the Server.
For mo re i n formation, refer t o Configuring Norstar TSP on the Windows NT

4.0 Server on page 14.

10. Reboot the server.

Selecting a Windows NT Server / Windows 2000 S erver PC 9

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Selecting a Windows NT Server / Windows 2000 Server PC

A TAPI server can be configured on any Windows NT 4.0 server that has been
upgraded to Service Pack 4 or greater or on a Windows 2000 Server.

There are four types of Windows NT Servers:

• Primary Domain Controller (PDC)

• Backup Domain Controller (BDC)

• member server (a server which is a member of a domain but not a PDC or a
BDC)

We recommend that you use a member server in a Windows NT domain as the
TAPI server.

We also recommend that you do not use Primary Domain Controllers and Backup
Domain Controllers as the TAPI Server.

TAPI Server will run on a PDC. If you want to use a PDC, carefully review the
issues below. Consider how the following issues will affect your network before
installing TAPI Server. For additional information about installing TAPI Server on
a domain controller, refer toAppendix A – Using a Primary Domain Controller as a

TAPI Server on page 51.

Issues with installing TAPI Server on a domain controller

• You must reboot the Windows 2000 Server / Windows 2000 Advanced Server
after:

• adding users

• deleting users

• changing the TAPI admin account password

• changing the configuration of the Norstar Key Service Unit (KSU)

• You must reboot the Windows NT Server after:

• installing Microsoft’s TAPI server

• adding users

• deleting users

• changing the TAPI admin account password

• changing the configuration of the Norstar Key Service Unit (KSU)

• You must have administrator privileges for the domain to install Microsoft
TAPI server on a domain controller. Administrator privileges for a member
server are sufficient to install Microsoft TAP I server on a me mber server within
a domain. Therefore, installing Microsoft TAPI server on a member server
within a Windows domain is more secure and scaleable.

• Performance on the Domain Controller can be affected by the additional
demands of a TAPI server which provides D-Channel signaling for all users.

10 Setting up th e Server as a me mber serv er in a domain

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Setting up the Server as a member server in a domain

To setup the Server as a member server:

1. If your Server is a standalone server, ask your network administrator to add
your standalone server to the domain. This changes your standalone server
into a member server.

2. Ask your network administrator to add a TAPI_ADMIN domain-account to
the domain. This TAPI_ADMIN domain-account is a user account used to
start and administer telephony services (TCMSETUP) on the member server.

Note: Any domain user account can be added to the member server’s local

administrator group and used to start the TCMSETUP application.
However, it is recommended that the account be unique to Norstar
TSP administration.

3. Ask your Network Administrator to ensure all of the TAPI users are in the
same domain as the TAPI domain-account.

Assigning the TAPI_ADMIN user account administration privileges

Use TAPI_ADMIN user account for all TAPI administration tasks. To assign the
user account administration privileges for this account:

1. Access the User Manager on your local PC.

2. Click the User menu and then click Select Domain.

3. Enter the name of the TAPI server and click the OK button.

4. Double click Administrators at the bottom of the screen.
The Local Group Properties dialog box appears.

5. Click the Add button.
The Add Users and Groups dialog box appears.

Assigning the TAPI_ADMIN us er ac count administrat ion privileges 11

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6. Click the TAPI domain-account created by your Network Administrator.

7. Click the Add button.

8. Click the OK button.
The domain user TAPI_ADMIN is added as a member of the member-server
local admin group.

9. Click the OK button.

10. Log off of the server.

12 TAPI on Windows 2000 Server / 2000 Advanced Server

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TAPI on Windows 2000 Server / 2000 Advanced Server

TAPI 3.0 is already installed on Windows 2000 Server and Windows 2000
Advanced Server.

Installing Microsoft TAPI 2.1 on the Windows NT Server

Microsoft TAPI 2.1 and its installation program are made by Microsoft
Corporation. Microsoft TAPI 2.1 provides the following features:

• full 32-bit architecture and backward compatibility with 16-bit TAPI
applications

• ability for Windows NT, Windows 9 8 and Windows 95 to be telephony clients

• ability for Windows NT Server to be a telephony server

You must install Microsoft TAPI 2.1 on the Server before you install Norstar TSP.

Installing TAPI 2.1 on Windows NT Server 4.0

To install Microsoft TAPI 2.1 on the Server, us e Windows NT 4. 0 Service Pack 4.
Service Pack 4 automatically adds TAPI 2.1 to Windows NT Server.

Important: TAPI 2.1 must be installed on Windows NT Server using Service
Pack 4. Service Pack 4 contains additional improvements to the Windows NT
Server telephony component that are required for Norstar TSP.

Windows NT 4.0 Service Pack 4 is available on the Microsoft web site. A copy of
Service Pack 4 is also included on the Personal Productivity Suite CD-ROM in the
directory NT4SP4.

Note: Dis tribution of 128 bit encryption outside of Nor th America is prohibited by

law. Therefore, the version of Service Pack 4 included on the Personal
Productivity Suite CD-ROM is not compatible with 128 bit encryption. If
your Windows NT 4.0 Server was installed with 128 bit encryption,
download Service Pack 4 from the Microsoft web site.

To install Service Pack 4, follow the instruction in the Readme.txt file included
with Service Pack 4.

Installing the CTA device on the Server

You must install the CTA device on the Server before you install Norstar TSP. For
instructions on installing the CTA device, refer to your CTA installation guide.

Installing Norstar TSP 13

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Installing Norstar TSP

Install Norstar TSP on the Server only. You do not have to install Norstar TSP on
the client PCs because they use the Norstar TSP installed on the Server.

Norstar TSP is included on the Personal Productivity Suite CD-ROM. To install
Norstar TSP:

1. Insert the Personal Productivity Suite CD-ROM into the CD drive of the
Server.

Note: If Auto Start is enabled on the CD drive, the initial window for

Personal Productivity Suite appears. Proceed to step 5.

2. Double click the My Computer icon.

3. Double click the CD drive icon.

4. Double click the Setup icon.

5. Follow the prompts on the screen.

Verifying that Norstar TSP is installed

Before you upgrade Norstar TSP to add server functionality, verify that Norstar
TSP and the CTA have been installed correctly.

To verify that Norstar TSP and the CTA are correctly installed:

1. Install Norstar Personal Call Manager.
Norstar Personal Call Manager is available on the Personal Productivity Suite
CD-ROM. To i nstall Norstar Personal Call M a nager, follow the instructions i n
the Personal Productivity Suite Installation Guide.

2. Start Norstar Personal Call Manager.

3. Make a test call using Norstar Personal Call Manager.

If the call is successful, the CTA and Norstar TSP are properly installed.
If the call is not successful, follow the procedures in Troubleshooting on page 48.

14 Adding server functionality to Norstar TSP

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Adding server functionality to Norstar TSP

Norstar TSP is set to single user mode by default. You must upgrade Norstar TSP
before you can use server functionality. Server functionality allows Norstar TSP to
share the CTA connected to Server with other Norstar TSP users. To use the server
functionality, your computer must have a network connection and be running
Windows NT Server 4.0.

To add server functionality, use the Norstar TSP Authorization Code and the
Norstar TSP Site Code to obtain a Norstar TSP Security Key Code.

Your Norstar TSP Site Code is a temporary number t hat contains information about
the CTA device id and the number of station licenses installed. Therefore, the
Norstar TSP Site Code changes when the CTA device changes or when you upgrade
or attempt to upgrade the number of station licenses. This means that the Norstar
TSP Security Key Code is good for only one successful upgrade.

For information about upgrading to add server functionality, refer to the Norstar
TSP Station License Upgrade Guide.

Note: Under some conditions (e.g. a busy processor), rebooting the Server may

cause a Plug-and-Play re-enumeration of the CTA. If the CTA was
previously installed and functioning correctly, shutdown the Server and

restart. Do not re-ins tall the device. Re- installing will cause t he Norstar
TSP Security Code to expire.

Configuring Norstar TSP on the Windows NT 4.0 Server

You must configure the Norstar TSP Server before network users can use it to
access Norstar TSP. You configure the Server using the Telephony Control
Manager software.

The Telephony Control Manager (TCM) software is made by Microsoft
Corporation. This software consists of two applications: TCMSETUP and
TCMAPP. Use TCMSETUP to setup and enable/disable telephony services for the
client and the server. Use TCMAPP on the server to configure the associations
between Norstar sets and Windows domain user accounts.

Note: E nsure that Norstar TSP is installed, configured, and running before setting

up TCMAPP.

To configure the Norstar TSP server you must:

• enable the Norstar TSP Server

• add Norstar TSP clients to the Norstar TSP server

• assign telephones to Norstar TSP clients

Configuring Norsta r TSP on the Windows NT 4.0 Server 15

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Enabling the Norstar TSP server

The Norstar TSP server must be enabled before Norstar TSP clients can connect.
To enable the Norstar TSP server:

1. On the Server, click the Start button and then click Run.
The Run dialog box appears.

2. Enter TCMSETUP /s Domain\AdminAccnt password.
Note: In this step /s Domain\AdminAccnt password is used as an

example.

/s is a switch meaning Server.
Domain is the domain of which the TAPI server is a member.
AdminAccnt is the TAPI domain-account with local administrative

privileges.
Password is the password for the TAPI domain-account.

For example, tcmsetup /s CTI_MNTK\TAPI_ADMIN admin

3. Click the OK button.
A dialog box appears confirming that the Norstar TSP server has been
enabled.

4. Click the OK button.

Note: You can access a help screen for the TCMSETUP by entering TCMSETUP

with no parameters.

Disabling the Norstar TSP server

To disable the Norstar TSP server:

1. On the Server, click the Start button and then click Run.
The Run dialog box appears.

2. Enter TCMSETUP /S /D.

3. Click the OK button.
A dialog box appears confirming that the Norstar TSP server is disabled.

4. Click the OK button.

16 Configuring Norstar TSP on the Windows NT 4.0 Server

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Adding Norstar TSP clien ts to the No rst ar TS P server

You need to register each Norstar TSP client with the Norstar TSP server. Only
clients registered with the Norstar TSP server will be allowed to use Norstar TSP.

Note: In many cases, there are a limited number of clients that can be registered

with the Norstar TSP server at one time. If you have more Norstar TSP
clients than you have Norstar TSP licenses, contact your Norstar
representative to obtain a Norstar TSP Station License Upgrade kit.

To add a Norstar TSP client:

1. On the Norstar TSP server, click the Start button.

2. Point to Settings and then click Control Panel.

3. Double click the Telephony icon.
The Dialing Properties dialog box appears.

4. Click the Telephony Drivers tab.
The Dialing Properties dialog box changes to show the installed telephony
drivers.

5. Click Norstar TAPI Service Provider.

6. Click the Configure button.
The Norstar TSP Control Panel dialog box appears.

Configuring Norsta r TSP on the Windows NT 4.0 Server 17

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7. Click the Configure button.
The TSP User Configuration dialog box appears.

8. Click the Add button.
A list of extension numbers appears.

Note: I f the number of Norstar TSP cl ients equals the number of licenses you

have, the Add button will be grayed out.

9. Click the extension number you want to add and then click the OK button.
Add valid extension numbers only. Adding an invalid extension number will
cause Norstar TSP to function incorrectly.

When you are finished adding clients, close all of the dialog boxes associated with
Norstar TSP.

Remov ing N o rst a r T S P cl ie n ts fro m N o rs ta r T S P

In many cases, there is a limit to the number of Norstar TSP clients that can be
registered with the Norstar TSP server. If there is a Norstar TSP client that no longer
uses Norstar TSP, you can delete that client to allow another user to be registered.

To delete a Norstar TSP client:

1. On the Norstar TSP server, click the Start button.

2. Point to Settings and then click Control Panel.

3. Double click the Telephony icon.
The Dialing Properties dialog box appears.

4. Click the Telephony Drivers tab.
The Dialing Properties dialog box changes to show the installed telephony
drivers.

5. Click Norstar Telephony SP.