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Application Bulleti
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Toshiba ACT Application Bulleti

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Computer Telephony Integration
Application Bulletin
AB50-0002 Page 1 of 10 January 10, 1997
Trial Size Demo Software ACT! is a very powerful contact management PC application and can add important function ality to your telephone system. As a TAPI-compatible applic ati on, it works well with Strata DK systems to provide database lookup and Screen Pop features.
ACT! Trial Size is a small version of Syman tec’s ACT! Version 2.0 software. This version demonstrates the capabil ities of TAPI and its inter-operation with the Toshiba Strata DK systems. The purpose of this bulletin is to assist you in installing, setting options, and using ACT! i n TAPI demonstrations usin g a St rata DK syst em. This document is written for a Stra ta DK16 system, but the concepts can be used for any of the Strata DK products.

Installing ACT! Trial Size

ACT! Trial Size is a special package of the popul ar ACT! Contact Manager software limited to 25 contacts to be used for demonstration purposes when needed. The following installation procedures are presented for those who do not have the full version of the software.

Step 1: ACT! Trial Size Installation

1. From Windows, choose the Run command from the Start button on the Task Bar. (Program Manager’s File Menu in Windows.)
2. Place th e ACT! Disk 1 into either drive A or B. In the Run dialog box type: A:\INSTALL and click the OK button.
Toshiba America Information Systems, Inc.
Telecommunication Systems Division
9740 Irvine Bl vd., Ir vin e, CA 92618-1697 (714) 583-3700
4170107
AB50-0002 Page 2 of 10 January 10, 1997
3. Click the Easy Install button. Easy Install lets you in stal l all ACT! Files in a new ACTWIN2 directory. Custom lets you choose the files, reports, macro, or templates to install. Toshiba recommend s the Easy I nstall to avoid potential problems in your demo.
4. Click the OK button to insta ll ACT! to the default directory, C:\ACTWIN2. If you want to change the drive or directory, type the new path and cl ick the OK button.
5. When prompted, remove disk 1 and insert disk 2. Click the OK button.
6. After all ACT! files have been copied, the on-screen registration dialog box appears. Fill in the requested information, click the OK button, and follow the prompts.
7. Click the OK button to finish installation. Double-click the Read Me icon for any updated ACT! information.

Step 2: Install ACT! Phone Link

1. Place the ACT! Phone Link disk into drive A.
2. From Windows, choose the Run command from the File Menu in the Program Manager.
3. In the Run dialog box type: A:\INSTALL and press Enter. (B:\INSTALL if your disk is dri ve B.)
4. If you agree to the License Agreement terms click th e Yes button.
AB50-0002 Page 3 of 10 January 10, 1997
5. Select the drive and path (default recommended) then click the OK button.
AB50-0002 Page 4 of 10 January 10, 1997
6. Once the installation is complete “Phone Link Installation Successful” appears. Click the OK butt on. The ACT! Phone Link appears and the installation is complete.

Step 3: Open the ACT! Trial Size Demo Database

1. Double-click the ACT! icon.
2. From the ACT! main screen, select File; select Open.
3. Select demo.dbf and then click the OK button.
4. From the ACT! File pull-down menu, select Exit to quit.

Step 4: ACT! Phone Link Tutorial (Optional)

When ACT! Phone Link is installed a new program group labeled ACT! Phone Link is added to the Windows Program Manager. Within the ACT! Phone Link group are two files called ACT! Phone Link Tutorial Part I a nd ACT! Phone Link Tutorial Part II. The tutorials provide an excellent overview of the new TAPI features supported by Symantec’s ACT! when used with the Toshiba RPCI-DI.
AB50-0002 Page 5 of 10 January 10, 1997

Step 5: Entering ACT! Settings

1. Start ACT! Phone Link.
2. From the Phone pull-down menu ensure that the “Popup Incoming Calls” is selected (chec k ed).
3. Select Phone from the main menu and then Setup.
4. Make sure “Intercom” or the Primary DN of your station (in this case 200) appears in the pull- do wn windo w; cl ick the OK button.

Setting up an ACT! Demo

Step 1: Check the Database Lookup

The Strata system delivers Caller ID/ANI information via TAPI to the ACT! Software. ACT! uses this Caller ID to loo kup the rec ord in the open da tabase and compare the re cei ve d number with the numbers recorded in the “Phone” field of each record. The Strata DK16 Demo sends the station numbers (typically 10, 11, 12) as the Caller ID. The Caller ID’s received will need to match records in the databa se to find a match.
1. Select records in the Demo database and change the Phone number to match the Station numbers used to originate the calls. Example: Change Chris Huffman (record 1) Phone field from 214-555-9665 to 12.
AB50-0002 Page 6 of 10 January 10, 1997
Note
To make the demonstration more realistic, use a text editor such as Notebook and add the following lines to the file, C:\WINDOWS\SYSTEM\dktsp.ini:
[DEMO] ANI=1 NUMBER=7145833700 NAME=CHRIS HUFFMAN
| Any intercom call t o the TAPI enabled telepho ne will presen t the de f i ned Number and Name.
Each time you call a station causing a screen pop in the ACT! Database, ACT! selects a group of records that match the search criteria. Thus, the system reduces the number of records in the search to only those that meet the criteria, typically only one. A manual intervention will be required to open the search to all records.
2. Go to the Group function located on the left side of the screen and select ALL. This will open the next search to all records.

Step 2: Ver ify Phone Link

1. Select the handset ic on in the middl e of the tool bar or open Phone and select Call from the Main Menu
2. If the Phone Link dialog box appears, then you have successfully verified the Phone Link.
3. If you see the My Record dialog box, TAPI did not load and ACT! will attempt to use the COM port modem to dial. Be sure you:
♦ Verify that ACT! Phone Link was
used to start ACT! rather than ACT! 2.0 for Windows.
♦ Verify that the Toshiba Service
Provider is installed per the Installation Instructions.
♦ Verify the RPCI-DI and cable
connection to the computer.
Note
ACT! Phone Link requires that Toshiba Service Provider be the first driver installed (Driv er 0 ). You may ne ed to remove all other drivers list ed in Settings, Cont rol Panel, T ele phony. In Windo ws 95 this includes double-cl icking on Uni modem and remo ving
AB50-0002 Page 7 of 10 January 10, 1997
any modems installed. If needed, these drivers may be added back into the list once you get your application working.
4. If the Phone Link dialog box did not work, but appears with the Dial, Forward, Pickup, and Unpark buttons grayed-out, then the connection between the PC and RPCI-DI is no longer working.
Verify the RPCI-DI and cable connection to the computer.Step 3: Check Phone System Settings and DKT Display Mode
To identify the calling party, T API looks for the Stat ion Id entif ication in the LCD di splay dat a. When the DKTs are in the name mode, TAPI sends the Caller ID Name to the application in place of the C aller ID Number. ACT! ignores the na me informatio n and will display the current record i nfor m at ion in its database. The Toshiba Service Provider uses the inf or ma ti on on the top li ne of the LCD display for Caller ID information.
1. To have ACT! find the record of the calling DKT, clear the Name display on all phones involved in the screen pops. To reset the display mode:
♦ Strata DK8/16/96 - Press the
Intercom
button, dial
each phone.
♦ Strata DK16e/280/424 - Press the [PDN] button, dial
on each phone.
2. Make sure t he c orrect switch ty pe has been selected in th e i n st al la tion process of the DKT Service Pro vider. This inform at io n is used to dete rmine the format of the received data for presenting it to the TAPI application.
erforming the TAPI Demo Using ACT! Phone Link
P
The Toshiba TAPI Demos take advantage of Strata DK280 Release 3 features such as Caller ID and ANI functionality, notifying you of the source of an outside call, even before you answer it. Additionally, the demos cover auto dialing and history record keeping that have helped make ACT! a successful contact manager.
The following demo instructions are written for a Strata DK16 telephone system that is configured with stations 10, 11, and 12 with an RPCI-DI connected to station 10. The contact records in this tutorial have been created to demonstrate a working TAPI enabled system.
The “dktsp.ini” file is changed to reflect the additional line shown on Page 6. Since Caller ID searches the Phone field for a unique number, remember to verify that
extensions numbers 10, 11, and 12 or the number recorded in “dktsp.ini”exist in the ACT! database and are located in the Phone field rather than the Extension field of your contact records.
, and press the
620
, and press the
#620
Spkr
Spkr
button on
button
AB50-0002 Page 8 of 10 January 10, 1997

Demo 1: Placing a Call

1. Start ACT! Phone Link.
2. Select the record for Chris Huffman from your ACT! dat abase.
3. Use the Page Up and Page Down keys to change contacts with in the database, or use the additional navi gation bu ttons on the left side of the screen.
4. Open by clicking on the Handset icon in the middle of the toolbar or open the Phone, Call option from the main menu.
5. Choose the number to dial. You could also type in the number to dial directly into the Number to Dial field.
6. Set the Auto Time Calls option at the bottom of the dialog box to automatically start the timer when the call is connected. Without this box marked, the timer must be started manually using the Start button.
7. Autodial the number by clicking the Dial button. After a moment, the status of the line changes to Ringing and again later to Connected.
8. Explore your connected options. Answer the call ringin g at station 12, the line Ringing state changes to the Connected state. You may put the conv er sati on on hold b y using the Hold button and retrieving the call using Unhold.
AB50-0002 Page 9 of 10 January 10, 1997
9. Hang up and record th e call history. At the called station (12) press the Spkr button to end the call. ACT! displays the Call History screen, where you can record the results of your call.
10. You may also choose Popup to select from your user-defined list of common remarks.

Demo 2: “Screen-Pop” from an Incoming Call

1. Place a call to station 10 from station 12.
2. When the Strata DK receives ANI or Caller ID, the phone number is passed to the DKT Service Provider and on to the ACT! application. ACT! searches the contact database unti l it finds a record that matches th e incoming phone number and then displays the contact record. In this case, the record for Chris Huffman is displayed before you answer the call.
Note
The number in brackets below the phone status message is the number received from TAPI as the Calling Number.
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