Every effort has been made to eliminate errors and ambiguities in the information contained in this guide.
Any questions concerning information presented here should be directed to SAMSUNG
TELECOMMUNICATIONS AMERICA, 1301 E. Lookout Dr. Richardson, TX. 75082 telephone (972) 761-
7300. SAMSUNG TELECOMMUNICATIONS AMERICA disclaims all liabilities for damages arising from the
erroneous interpretation or use of information presented in this guide.
Samsung Telecommunications
Publication Information
SAMSUNG TELECOMMUNICATIONS AMERICA reserves the right without prior notice to revise information in
this publication for any reason. SAMSUNG TELECOMMUNICATIONS AMERICA also reserves the right without
prior notice to make changes in design or components of equipment as engineering and manufacturing may
warrant.
Copyright 2005
Samsung Telecommunications America
All rights reserved. No part of this manual may be reproduced in any form or by any means—graphic, electronic
or mechanical, including recording, taping, photocopying or information retrieval systems—without express
written permission of the publisher of this material.
Introduction to the OfficeServ Operator...............................................................................................4
System Requirements ......................................................................................................................... 5
Functions of the OfficeServ Operator .................................................................................................................5
CHAPTER 2. OfficeServ Operator Installation 7
Preparations Before Installation..........................................................................................................................7
Procedures for Installing the OfficeServ Operator.............................................................................................8
CHAPTER 3. Description of the OfficeServ Operator 13
Starting the OfficeServ Operator .......................................................................................................................13
Main Window .......................................................................................................................................................14
Information Window............................................................................................................................................17
Active Calls Window...........................................................................................................................................18
Modifying the Caller Information........................................................................................................ 19
Saving New Customer Information ................................................................................................... 20
Using the Recently Forwarded Number ............................................................................................ 20
Call Features ..................................................................................................................................... 21
Held Calls Window..............................................................................................................................................22
DID Window .........................................................................................................................................................23
DID Inter-Working BLF Group Settings............................................................................................. 24
Icons for Status Display..................................................................................................................... 39
Status Bar ............................................................................................................................................................39
CHAPTER 4. OfficeServ Operator Settings 41
Changing Telephone Line ..................................................................................................................................41
Color ..................................................................................................................................................52
Add Outgoing BLF Group ..................................................................................................................................56
CHAPTER 5. Call Control 58
General Functions .............................................................................................................................................. 59
Hold ................................................................................................................................................... 62
Transfer ............................................................................................................................................. 63
Consultation Transfer ........................................................................................................................ 64
Station Park....................................................................................................................................... 65
Attempt/Cancel a Conference ........................................................................................................... 66
Add/Remove Participants or Leave a Conference Call..................................................................... 67
Hold with Note ................................................................................................................................... 68
Target Hold (Transfer Reservation)................................................................................................... 69
Orbit Park .......................................................................................................................................... 70
Call Back ........................................................................................................................................... 72
The iDCS 100/500 R2 Installation Manual describes system hardware and installation method.
iDCS 100/500 R2 Programming Manual
The iDCS 100/500 R2 Programming Manual describes MMC list and how to set MMC.
OfficeServ Link User Guide
The OfficeServ Link User Guide describes the functions of the OfficeServ Link and method of
installing or using the OfficeServ Link.
2
CHAPTER 1. Introduction to the
OfficeServ Operator
OfficeServ Operator
The OfficeServ Operator is a Windows based operator console for the Samsung iDCS
100/500 R2 products.
It provides a complete call control facility for operators and reception staff within the company,
and provides an easy to use and intuitive interface for handling calls.
Multiple operators can be installed in a single node enterprise and individual operators can
manage the whole telephone system or individual work groups if required.
The key features are as follows:
y Configurable Busy Lamp Fields which can show the whole company, or individual
departments or workgroups.
y Clear indication of incoming calls, active calls and held calls.
y Mouse or keyboard operation, with “drag and drop” functionality
y Easy to use buttons for advanced functions such as conference and paging.
OfficeServ Link
The OfficeServ Link application is a software application that links the Samsung iDCS
telephone system to a Windows based computer.
The Link enables other software applications (both Samsung and third party) to interface with
the Samsung iDCS product line of telephone systems, and allows these applications to add
additional functions and capabilities to the system.
The Link application includes a licensing module which must be used to register and authorize
which applications are running on the system and the total number of users.
3
Overview
Introduction to the OfficeServ Operator
The OfficeServ Operator is a PC-based console, which is a telephony application that
interfaces with the iDCS 100/500 R2 systems. Once the operator receives a request for call
operation from the iDCS system the operator connects or transfers the call using the
OfficeServ Operator.
For instance, when a caller dials a business phone, the operator answers the call, and
transfers it to the requested number through the iDCS system.
The OfficeServ Link transfers events between the iDCS 100/500 R2 systems and OfficeServ
Operator.
Network configuration diagram of the OfficeServ Operator:
iDCS
TCP/IP
Intranet
OfficeServ Link
TCP/IP
OfficeServ Operator #1
OfficeServ Operator #2
ˍ
ˍ
ˍ
OfficeServ Operator #n
4
System Requirements
The PC where the OfficeServ Operator will be installed should meet the requirements below:
Category Specifications
Operating System
Processor(CPU)
Memory 512 MBytes or higher
Monitor Resolution 1024×768 or higher
Network Interface Card 100/10 Base-T
Windows 2000 Series(Professional, Server, and Advanced
Server), Windows XP Professional
Pentium 4 / 1.6 GHz or higher
(A dual Pentium processor is recommended for the system with
more than 300 devices.)
Functions of the OfficeServ Operator
The OfficeServ Operator performs the functions described below:
Call Processing by Using the Keyboard/Mouse
The user can use the keyboard or mouse to operate calls. If the operator answers a call by
lifting the handset, the operator can use the OfficeServ Operator and phone by turns when
required.
Drag-and-Drop Call Processing
The operator can drag and drop a call on the station icon to transfer the call. For detailed
information about the drag and drop, refer to the sections about drag-and-drop call processing
in this manual.
Call Processing by Call Status
Calls are displayed in the <Incoming Calls> window, <Active Calls> window, and <Held Calls>
window depending on call status. Caller information such as a caller ID is displayed in each
window. Particularly in the <Active Calls> window, the caller information stored in the database
is also displayed.
Real-time Display of Station Status
The station status registered with Busy Lamp Field (BLF) is displayed in the format of icons in
real-time so that the user can easily check station status such as busy, dialing, and Do Not
Disturb (DND).
5
Display of the OfficeServ System Information
Direct Inward Dialing (DID), Calling Line Identification Presentation(CLIP), station groups,
speed dial numbers, and the Direct Trunk/Direct Station (DT/DS) button information of an
operator station, which are set in the OfficeServ system, are displayed. The DID information is
displayed in the DID list. The station groups, speed dial numbers, and DT/DS information are
displayed in the BLF list.
Online Support and Message Exchange
The <Information> window of the OfficeServ Operator gives the user useful information to help
the user acquire knowledge of the OfficeServ Operator application. The OfficeServ Operator
allows the user to exchange messages with another OfficeServ Operator user or an OfficeServ
Call user.
Call Log
The call logs of the OfficeServ Operator are maintained for all the incoming/outgoing calls
made while operating the application. A call log includes the Notes field where data on a
specific call are recorded. Use the log view to view a call log and search the log by categories.
6
CHAPTER 2. OfficeServ Operator Installation
Preparations Before Installation
Preparations before installing the OfficeServ Operator are described below:
OfficeServ Licensing
To operate the OfficeServ Operator, an available license should be registered to OfficeServ
Link. The license number is granted by the reseller of the OfficeServ Operator or a Samsung
reseller and should be entered into the PC that operates the OfficeServ Link. If any license
number is not registered, the OfficeServ Operator will not operate properly.
Checking the Specifications of the PC where the OfficeServ Operator will be Installed
Check the PC requirments where OfficeServ Operator will be installed. For detailed
information about the system requirements, refer to ‘System Requirements’ of ‘CHAPTER 1.
Introduction to the OfficeServ Operator’.
How to Install
Before you run setup, locate the IP address of the PC on which the OfficeServ Link application is
installed, you will need this information to complete the installation of OfficeServ Operator.
OfficeServ Link distributes the messages from the telephone system to each client. You may
need to ask your system administrator for this IP address.
Insert the OfficeServ Applications CD-ROM and follow the onscreen menus to locate the
OfficeServ Operator setup link.
7
Procedures for Installing the OfficeServ Operator
Follow the steps below to set up the OfficeServ Operator:
1 Double-click the execution file of OfficeServ Operator installation CD, or downloaded
OfficeServOperator.exe to see the installation screen below:
2 Click [Next>].
3 Read the Software License Agreement from the window below carefully, and click [Yes]:
8
4 Select the destination folder for the OfficeServ Operator installation, and click [Next>].
By default, the folder for the program installation is ‘C:\..\Samsung Electronics\OfficeServ
Operator’. If the user wants to install the program in another folder, click [Browse...] to
select a folder.
5 Enter the name of the program folder (e.g. OfficeServ Operator) in the window below, and
click [Next>].
9
6 Once the window below appears, click [Edit...] to modify the information about phone
numbers or modem options: The window that displays phone numbers and modem
options depends on the user’s operating system.
7 Once the window below appears, fill out each field and click [OK].
10
ParameterDescription
General
Allows the user to select the country that is using the OfficeServ
Operator.
Allows the user to enter an area code except for ‘0’.
Area Code Rules
The user must enter the numbers set in the iDCS 100/500 R2
system.
Calling Card Select one of tone dialing and pulse dialing.
8 Once the window below appears, enter the IP address of the OfficeServ Link in [Server IP
Address] and click [OK]. If an invalid IP address is entered, the OfficeServ Operator will
not be connected to the OfficeServ Link. As for [Server Port No] and [Trace Type],
maintain the default settings. For detailed information about each parameter, refer to the
‘OfficeServ Link User Guide’.
CHECK
Connection Settings between the OfficeServ Operator and OfficeServ
Link: To properly connect the OfficeServ Operator with the OfficeServ Link,
the IP address of the OfficeServ Link must be entered accurately.
11
9 Click [Finish] from the window below to terminate the OfficeServ Operator setup.
Once the OfficeServ Operator setup is completed, a shortcut icon for the OfficeServ Operator
is created on the desktop of the PC.
12
CHAPTER 3. OfficeServ Operator Description
This chapter describes the menus and windows of OfficeServ Operator.
OfficeServ Operator Menus
The OfficeServ Operator menus include File, Call, Tools, View, and Help.
yFile: Allows the user to start or exit the OfficeServ Operator application.
yCall: Allows the user to make a call.
yTools: Allows the user to use message functions through the OfficeServ Link or create a
phone book by using an Excel file, retrieve the call log, or set the options of the OfficeServ
Operator.
yView: Displays the status of calls in the <Active Calls> window, <Incoming Calls> window,
<Held Calls> window, <Information> window, or Status Line.
yHelp: Displays Help for using the OfficeServ Operator application and version information
of the OfficeServ Operator.
Each Window of the OfficeServ Operator Main Window
The main window of the OfficeServ Operator consists of the <Information> window, <Incoming
Calls> window, <Active Calls> window, <Held Calls> window, <Call Button> window, <DID>
window, <BLF> Window, and Status Line.
Starting the OfficeServ Operator
Follow the steps below to start the OfficeServ Operator.
1 Double-click the ‘OfficeServ Operator shortcut icon’ on the desktop where the OfficeServ
Operator is installed or select [Start]Æ[Programs(P)]Æ[OfficeServ Operator] to see the
initialization screen below:
When running the OfficeServ Operator for the first time after setting up the OfficeServ
13
Operator, the window that allows the user to set a station number during initialization
appears as shown below:
2 Select an extension number to be used from the OfficeServ Operator and click [OK].
Initialization Process
The initialization process means that the OfficeServ Operator downloads the
NOTE
data required to operate the OfficeServ Operator from the iDCS system
through the OfficeServ Link. It takes 1 to 5 minutes to download the data
depending on the system configuration.
Main Window
Once the initialization ends, the <OfficeServ Operator> main window is displayed as shown
below:
G
Incoming Calls
window
Call Button window
DID window
Information Window
Active Calls window
Held Calls window
Busy Lamp Field
Status Line
14
Each window of the <OfficeServ Operator> main window is described below:
Window Function
Information
Helps the OfficeServ Operator users learn the OfficeServ Operator by
giving the users necessary useful information. Also, displays the
messages received from other station subscribers.
Incoming Calls Displays the calls connected to the OfficeServ Operator in sequence.
Displays a call connected to the operator. Also, displays the customer
Active Calls
name, company, title, phone number, and the information on the recent
called party from the stored customer database. The user can take notes
of calls on hold or calls.
Held Calls
Call Button
Displays the calls on hold in sequence. The <Held Calls> window
displays the saved/restored calls.
This window includes the call control button required to operate the
OfficeServ Operator and the input field for a destination number. The user
can adjust the displayed buttons.
Displays the DID information set in the iDCS system. The DID information
DID
is displayed in the <Incoming Calls> window, <Active Calls> window, and
<Held Calsl> window as well ; thus, the information can be used very
usefully for supporting multiple companies or departments.
Displays the devices of the OfficeServ Operator in the format of cards or
lists. If the station port is the same as the C.O.line port, this window will
show the current status of the device.
The device types are as follows:
BLF
- Station port/C.O.line port of the iDCS system.
- Member of the station group
- Speed dial number of the operator station
- DT/DS button set in the operator station
- A random number set by the user
Status Line
Displays the current status of the user station such as voice message
number, whether voices are recorded or not, Do Not Disturb (DND),
message list (list of stations where messages are left), call back (busy
station where a call is reserved), and ring plan setting status
15
Menus
The menus of the OfficeServ Operator are described below:
File
Call
Main
Menu
SubmenuDescription
Restart
Exit
Dial~Page
De-allocate the
disconnected calls on
the operator line
De-allocate All Calls
on operator line
De-allocate
disconnected Calls of
all lines
De-allocate All Calls
lines
Message Login
Restarts the OfficeServ Operator.
Terminates the OfficeServ Operator.
Controls calls.
Deletes all the disconnected calls from the operator
lines.
Initializes the operator lines used by the OfficeServ
Operator. Even if the operator lines are initialized,
the actual port status of the operator lines is not
changed.
Deletes all the disconnected calls from all the lines.
Initializes all the lines (station and C.O.Line). Even if
all the lines are initialized, the port status of the
iDCS system is not changed.
Logs into the OfficeServ Operator to send/receive
messages to/from the OfficeServ Link.
Tools
Send Message
Import/Export Excel
Files
Add Outgoing BLF
Group
Log Viewer
Open EasySet
Phone Lines
Options
Sends messages to another station. For details,
refer to ‘Message Processing’
Imports or exports an Excel file to be used by a
phone book. For details, refer to ‘Annex B.
Importing/Exporting Excel Files’.
Imports a phone number from a phone book and
adds the number to the incoming BLF group.
Allows the user to view the call log. For details,
refer to ‘Annex A. Retrieving the Call Log’.
Runs the EasySet.
Selects a line to be used in the OfficeServ Operator.
Sets the options of the OfficeServ Operator.
16
Main
Menu
SubmenuDescription
View
Help
Refresh
Active View
Refresh
Incoming
View
Refresh Held
Calls
Clear Info
View
BLF Tooltip
Status Bar Displays the status of the operator station.
Contents and
Index
User’s Guide Displays the manual for using the OfficeServ Operator.
About Displays the version information of the OfficeServ Operator.
Refreshes and displays the status of calls displayed in the
<Active Calls> window.
Refreshes and displays the status of calls displayed in the
<Incoming Calls> window.
Refreshes and displays the status of calls displayed in the
<Held Calls> window.
Clear the messages displayed in the <Information> window.
Put the mouse on the BLF device to see the phone numbers,
names, and notes in the format of balloon help.
Displays the OfficeServ Operator Help.
Information Window
The information window gives OfficeServ Operator users necessary information. This window
also displays messages received from other station subscribers.
The figure below shows the example of the information, which is displayed in the
<Information> window when a new call is connected.
17
Incoming Calls Window
The figure below shows the calls connected to the OfficeServ Operator in sequence.
The columns displayed in the <Incoming Calls> window are described below:
Column Description
CID Caller Identification. Phone number and name of the caller
DID Phone number and name of a call connected to the DID
Duration Elapsed time since call connection
Details Other information
Display of Columns in Each Window
The columns displayed in each window can be set in [Tools]Æ[Options]
NOTE
Æ[Columns].
Active Calls Window
Once the calls displayed in the <Incoming Calls> window are answered or outgoing calls are
connected, the connected calls (except for forwarded calls or calls on hold) are displayed in
the <Active Calls> window as shown below: The <Active Calls> window imports the customer
information stored in the customer database and displays the name, company, title, and
representative phone number of the caller and the information and three phone numbers of
the recently called party.
The user can take notes of calls in [Note] and view the notes for calls from the data on calls on
hold or log view.
18
G
The columns displayed in the <Active Calls> window are described below:
Column Description
CID Phone number and name of the caller
DID Phone number and name of a call connected to the DID
State Call status
Duration Elapsed time since call connection
Details Other information
Caller Information Information about the caller
Recently Forwarded To Recently forwarded phone number (up to 3)
Using the caller information and recently forwarded phone number
To use the caller information and recently forwarded phone number, select
NOTE
[Contact Info.] of [Active Calls] from the [Columns] tab of [Options].
Modifying the Caller Information
Right-click on the <Active Calls> window and select [Save Contact] to save or modify and
save the caller information.
Only if the <Active Calls> window is in a conversation phase and information exists in [Name]
and [Tel No.], the [Save Contact] menu will be enabled.
19
Saving New Customer Information
To save new customer information, enter an extension number or external phone number in
[Tel No.]. Select the [Save Contact] menu to see the window below:
G
Select the table to save and click [OK]. Create a new table. Select the checkbox of [New],
enter the table name, and click [OK] to save the information in the table.
Separator of the Phone Number
When entering an external phone number, all of the country code-area code-
NOTE
phone number (e.g. : 1-214-555-1212) must be entered. Separate the
country code from the area code by using ‘-’.
When entering a number of less than four digits without ‘-’, the number is
saved in [Extension Number]. An external phone number is saved in
[Business Phone]. If the saved number is the same as the number of an
incoming/outgoing call, the external phone number saved in [Business
Phone] will be displayed in [Phone Number].
If only an extension number is saved, ‘Country Code-Area Code-’ will be
displayed in [Phone Number].
Using the Recently Forwarded Number
The list of the recently forwarded numbers shows three different numbers whose forwarding
has been attempted. Also, if the recently forwarded number is an extension number, the
station status will be displayed in the format of an icon. The icon for status display is the same
as the one in the <BLF> window.
20
Select a number of the list of the recently forwarded numbers and click the [T] button at the
right of the window to forward a call to the number.
Using the Recently Forwarded Number
To use the recently forwarded number, the caller information must be
NOTE
displayed. If caller information does not exist in the database, the recently
forwarded number will not be saved in the database and cannot be used.
Call Features
Right-click on the <Active Calls> window and select [Drop] to release a connected call.
Only if the <Active Calls> window is in a conversation phase , the call features menu such as
[Drop] will be enabled. Available call features are Drop, Complete Transfer, Callback, Leave
Message, Camp On and OHVA.
21
Held Calls Window
When an active call is on hold, the call will be displayed in the <Held Calls> window.
The columns displayed in the <Held Calls> window are described below:
Column Description
CID Phone number and name of the caller
DID Phone number and name connected to the DID
Duration Elapsed time since call hold
Note Notes on call hold
Call Button Window
This window displays the input field for the destination number and call buttons required to
control calls in the OfficeServ Operator.
Press a number of the keyboard without putting the mouse cursor on [Destination] to see the
number entered in the [Destination].
22
The call buttons are described below:
ButtonGDescriptionG
,
Dial
Answer
Drop
Hold
Unhold
Transfer, Toggle
Station Park
Orbit Park
Conference
Page
Camp On
Transfer to Voice Mail
Call Recording with Voice Mail
Callback
DID Window
The <DID> window imports and displays the DID information set in the iDCS system. Only the
selected DID is displayed in the DID columns of <Incoming Calls> window, <Active Calls>
window, and <Held Calls> window. Other calls are forwarded to the ‘DID call forwarding
number not being serviced’ set in the options.
Also, the DID information exists in the DID column of the <Active Calls> window. If a BLF
group is set in the DID, the <BLF> window will be automatically changed to the set BLF.
The user can select one of the DID list or Queue list from the options.
Leave Message
Redirect
Off Hook Voice Announcement (OHVA)
Complete Transfer
Redial
Reestablish
23
The columns are described below:
Column Description
Tel DID number set in the system
Name DID name set in the system
BLF BLF group name that inter-works with the DID
Use of the Queue List
The Queue list is used for the operator program of the call center. Currently,
NOTE
the list is not supported.
DID Inter-Working BLF Group Settings
Click the BLF column of the DID to set the DID inter-working BLF group. Then, a combo box
that allows the user to select a BLF group appears as shown in the figure below:
Click [] of the combo box to select a BLF group.
24
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