Panasonic KX-TDE, KX-NCP User Manual

Communication Assistant Server

Quick Reference Guide

Thank you for purchasing this Panasonic product.
Please read this manual carefully before using this product and save this manual for future use.

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

Model No.

KX-NCP Series

KX-TDE Series

Introduction

Introduction

Communication Assistant (CA) Server is a program to manage users and the operation of CA Client. CA Web
Manager is a web client used to control CA Server settings from any computer on the PBX’s network.

About the Quick Reference Guide

This Quick Reference Guide is designed to serve as an overview of the features, setup and installation of
CA Server and CA Web Manager.
The Quick Reference Guide is divided into the following sections:

1 Specifications

This section provides general information about the features in CA Server and CA Web Manager.

2 System Connection Diagram

This section shows how CA Server fits into your network.

3 System Requirements

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

4 Starting CA Server

This section explains how to install and uninstall CA Server, and how to start CA Web Manager.

IMPORTANT

CA Server 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.

• Carefully manage access to the CA Server computer, and install a firewall to prevent unauthorised

access from the internet.

• Whenever possible, use SSL or other forms of secure data communication.

• 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.

• Set a password as soon as possible after CA Server is installed. Ensure a password is always set; if

the password is reset for any reason, set the new password immediately.

• Make regular backups of program databases and store them securely in a different location. Record

any settings information should you need to re-install CA Server, and store it securely.

• Care should be taken when sending e-mail via program features. Specifying an incorrect e-mail

address may result in the transmission of personal information to an unauthorised party. When e-mail
settings are made, send a test e-mail to confirm the settings are correct.

• Restrict access to CA Server and CA Web Manager to designated administrators. Whenever possible,

do not install or run unnecessary programs on the computer used to run CA Server.

• When using an external authorisation server, periodically check to make sure all security certificates

are valid and up-to-date.

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

new extensions and computers are correct.

• When having the computer serviced, use only authorised technicians, and before servicing, password

protect or encrypt access to database files.

• When the computer used for CA Server is transferred, disposed of, or taken out of service, ensure all

sensitive data is securely erased.

Trademarks:

• Microsoft, Windows, Windows Server, and Windows Vista are either registered trademarks or trademarks

of Microsoft Corporation in the United States and/or other countries.

2 Quick Reference Guide

Introduction

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

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

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

Notice

• 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.

• This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit.

(http://www.openssl.org/)
This product includes cryptographic software written by Eric Young ([e-mail]).
This product includes software written by Tim Hudson ([e-mail]).

Quick Reference Guide 3

Table of Contents

Table of Contents

1 Specifications ...........................................................................................5

1.1 Overview ............................................................................................................................5

1.2 CA Web Manager Features ...............................................................................................6

2 System Connection Diagram ..................................................................9

3 System Requirements ...........................................................................10

4 Starting CA Server .................................................................................12

4.1 Installing CA Server ........................................................................................................12

4.2 Starting CA Web Manager ..............................................................................................13

4.3 Uninstalling CA Server ...................................................................................................14

4 Quick Reference Guide

CA Client users

CA Server

Settings Changed

Administrator using

CA Web Manager

CA Clients

updated on Login

When CA Client users
next log in to CA Server,
the settings changed or
added by the administrator
are received from CA
Server.

An administrator changes
or adds CA Client settings,
which are saved in the
CA Server.

1.1 Overview

1 Specifications

1.1 Overview

The functionality of CA Server

CA Server is an application that is installed on a computer on your PBX's network. When CA Client users log
in to the CA Server (instead of directly to the PBX), the following functions become available:

• The maximum number of simultaneous CA Client users is increased. For more information on the number

of simultaneous CA Client users, see "Login Capabilities" in the CA Client Quick Reference Guide.

• A CA Client user's available contacts can be restricted based on their presence settings. For example,

when the "Out of Office" presence is used, only a cellular phone will be available to be called by other CA
Client users.
For more information on this feature, see "Restricting Contacts by Presence" in the CA Client Quick
Reference Guide.

• Missed calls made to logged off CA Client users are recorded by CA Server. The missed call information

is sent to the CA Client user’s call history when they next log in to CA Server.

• Settings for CA Client users (e.g. extension user information, dial modification settings, etc.) can be edited

by an administrator using CA Web Manager, a Web client program for CA Server. Settings are updated
for each CA Client user when they log in to CA Server.

Example: Updating user settings with CA Server

For more information about CA Client features, see the CA Client Quick Reference Guide.

Network Features

When CA Server is also installed on another PBX's network, CA Client users can view the presence of CA
Client users of that network. After viewing the presence of a CA Client user on another network, it is possible
to make calls, transfer calls, and initiate chat with that user. A network activation key and CA Pro activation
key are required to use these network features.

Quick Reference Guide 5