Panasonic KX-NCP, KX-TDE Quick Reference Guide

Quick Reference Guide

Communication Assistant Client

Model No. KX-NCP Series

KX-TDE Series

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Communication Assistant: Version 3.0 or later

In this manual, the suffix of each model number is omitted (e.g., KX-NCP500NE).

Introduction

Introduction

Communication Assistant (CA) Client is a Computer Telephony Integration (CTI) application that integrates with your Panasonic PBX, and allows you to perform various telephone operations from your PC.

About the Quick Reference Guide

This Quick Reference Guide is designed to serve as an overview of the features, setup and installation of CA Client.

The Quick Reference Guide is divided into the following sections:

1 Specifications

This section provides general information about the features in CA Client.

2 System Connection Diagram

This section shows how CA Client fits into your network.

3 System Requirements

This section provides the minimum and recommended system requirements for installing CA Client on a PC.

4 Software Installation

This section explains how to install and uninstall CA Client.

CA Server

CA Server is a separate program that, when installed on your network, enhances the features of CA Client. Settings for CA Server can also be managed on any computer on the server’s network via a web browser, using the CA Web Manager client. For more information about CA Server, contact your dealer.

IMPORTANT

CA Client stores personal information. In order to prevent data theft and leakage, we recommend the following:

•Set a password-protected screensaver to activate after your computer has been idle for a set amount of time.

•Use Windows Update to keep your system up-to-date with the latest software patches.

•When users change extensions, desks, etc., make sure that the access rights for their previous and new extensions are correct.

•Set a login password that is at least 5 characters long, and contains a combination of letters and numbers.

•Periodically change all login passwords to prevent unauthorised access by third parties.

•When the computer used for CA Client is transferred, disposed of, or taken out of service, ensure all sensitive data is securely erased.

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Introduction

Safety Notices

Please observe the safety notices in this manual in order to avoid danger to users or other people, and prevent damage to property.

The notices are classified as follows, according to the severity of injury or damage:

WARNING	This notice means that misuse could result in death or serious injury.
CAUTION	This notice means that misuse could result in injury or damage to
	property.

Notice

•If an older version of CA Client is installed over a newer version, the software may not function properly. If you want to downgrade your version of CA Client, uninstall the current version, then install the older version.

•When using CA Client, be sure the system display font is set to normal size (96 dpi).

•When you uninstall the CA application, the Licence Registration Keys of IP Softphones will be deleted. Please make a record of the Licence Registration Keys of IP Softphones before you uninstall the CA application.

•The use of this Software may be limited under the terms of the licence agreement for your system. Please confirm the terms of your licence before using this Software.

Note

The contents and design of the software are subject to change without notice.

Trademarks:

•Microsoft, Internet Explorer, Outlook, Active Directory, Windows, Windows Server, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

•Intel, Celeron, Pentium, and Core are trademarks of Intel Corporation in the U.S. and other countries.

•Citrix XenApp is a trademark of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered in the United States Patent and Trademark Office and in other countries.

•All other trademarks identified herein are the property of their respective owners.

•Microsoft product screen shots reprinted with permission from Microsoft Corporation.

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Table of Contents

Table of Contents
1	Specifications ...........................................................................................	5
2	System Connection Diagram ................................................................	22
3	System Requirements ...........................................................................	23
4	Software Installation ..............................................................................	25
4.1	Installing and Starting CA Client ...................................................................................	25
4.2	Uninstalling CA Client ....................................................................................................	28

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1 Specifications

Features

Contact List with Presence

You can easily make calls using a customisable contact list that is displayed on your PC, and search for a desired contact simply and quickly. You can also see the phone status, PC status, and the absent message of other extensions from the contact list before you make a call.

CA Client Pro Contact List

CA Client Basic-Express Contact List

Presence Window

•When you receive a call, information about the caller is displayed if it is registered in the contact list.

•You can set your presence to display an absent message of the current date and time, after a specified amount of time has passed with no operations being performed. This can be enabled in Options from the Absent Message drop-down list.

•The PC icon in the contact list shows the login status of other CA users:

: The user is logged in.

: The user is logged in, but the auto absent message has been set.

: The user is not logged in, or the status of the contact could not be confirmed over the network. Presence is not displayed for users of CA Basic-Express; the contact entry must be opened to check the extension’s presence.

•Each PBX in your network has a tab above the contact list with that PBX's contacts. Click a tab to view that PBX's contacts.

•Multiple contacts can be selected at once for performing operations such as copying, deletion, etc.

Note

•To view the contacts of other PBXs in your network, each PBX must be connected to a CA Server. For details, see the CA Server Quick Reference Guide.

•You can set which networked PBXs are displayed as tabs. From the Go To menu, select Option, then Network Server. Tabs for up to 7 other PBXs can be displayed.

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•Basic-Express users cannot use contact list tabs.

Searching for Contacts

When many contacts are displayed at once, you can narrow down the list of displayed contacts by entering a name or part of a name into the search box.

Search All Contacts

Choose Search All from the Dial menu to search all PBX contact lists as well as your network's LDAP directory. Enter a name or part of a name and click Search. From the search results, you can make a call or add an LDAP directory member to your CA Client contacts.

This feature supports LDAP v3 compliant databases (e.g. Microsoft® Active Directory®). However, this feature may not work with some LDAP compliant databases, depending on the database’s specifications.

My List

If CA Server is installed on your network, you can personalise which contacts to display in the contact list using the My List function. My List is a convenient way to manage and display contacts that you communicate with

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most often. Just drag and drop any contact from a PBX's contact list onto a My List tab. You can also right-click a contact and select Add to My List.

Drag a contact to a tab, or right-click a contact and select a tab.

You can create multiple My List tabs to further organise your contacts. A maximum of 5 different My List tabs can be created, with up to 128 contacts per tab.

Contact Lists with CA Server

If CA Server is installed on your network, multiple users can share common contact lists. Common contact lists can be modified using the CA Web Manager of CA Server. When CA Client users log in to CA Server, the latest common contact lists are received from CA Server. Common contacts are displayed in your contact list enclosed by square brackets (example: "[Accounting Department]").

Restricting Contacts by Presence

If CA Server is installed on your network, you can restrict which of your contacts are available to be called by other CA Client users, according to your presence.

Example

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In one of your presence settings, Phone (Home) and Secretary are unchecked.

When that presence is set, those contacts are unavailable to be called by other CA Client users.

Network Features

If CA Server is installed on your network, you can make or transfer calls to users of other PBXs after confirming their presence from the contact list. You can also chat with users of other PBXs. Each computer that will use network features requires a network activation key. CA Basic-Express users cannot use network features.

CRM Integration

You can make calls directly from CRM (Customer Relationship Management) software using TAPI. CA Basic-Express users cannot use TAPI features.

You can also make calls with Microsoft® Office Outlook® 2003/2007/2010 without using TAPI. During the installation of CA Client, if you select to add call functions to Outlook, a toolbar containing the Dial box, Answer button and Hang-up button will be added to Outlook.

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Calls can be made directly from Outlook:

Call History

You can view your incoming and outgoing call history. Information such as the destination and duration of the call, the time of the call, and whether the call was answered is displayed for each call. You can also save the history list to a CSV file.

Absent Message/Forward/Do Not Disturb

You can change the absent message, forward, and do not disturb (DND) settings of your extension. When you change your absent message, your forward/DND settings can be changed automatically, and a feature number, such as "Extension dial lock" can be dialled automatically.

Call Control

When a conversation starts, operation buttons are automatically displayed on your PC for telephone functions such as transferring a call, holding a call, and making a conference. If a called extension is busy, you can set callback ringing, send a call waiting tone, start a text chat, or leave a voice message.

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