Toshiba Goldmine 95 Application Bulleti
Computer Telephony Integration
2
Application Bulletin
AB50-0013
September 1, 1997
Goldmine 95 for Microsoft® Windo ws® is a powerful contact manag ement PC appli catio n that
adds important functions to your telephone system. It works well with a Strata DK system
when used with StrataLink as a TAPI compatible middleware to provide database lookup and
“screen-pop” features.
When using Goldmine 95, understanding its capabilities and limitations are important for
proper use. The purpose of this bulletin is to assist you in understanding how to install, set
options, and use Goldmine 95 as a TAPI application with the Strata DK system.
This application bulletin pro vid es ideas for linking Goldmin e 95 to the Strata DK system, but
always consult your Goldmine manuals when customizing Goldmine for your application.
This bulletin only supplies ideas and setup parameters to create an interface for linking the
telephone network information with the Goldmine database.
4170118
Update for Using Goldmine™ 95
with StrataLink
(Replaces AB50-0008, April 1, 1997)
Linking Goldmine 95 to the Toshiba StrataLink
The popular Goldmine 95 contact management software package, used with the StrataLink
utility, can efficiently integrate with the Toshiba TAPI Service Provider. For outgoing calls,
Goldmine 95 receives the dial string sent by Goldmine 95 and relays the number to the
StrataLink/TAPI Service Provider. For incoming calls, TAPI messages are sent to StrataLink
from the Toshiba TAPI Service Provider. StrataLink applies the conditions and filters to this
event and creates an action with Goldmine 95 which causes Goldmine 95 to locate the phone
database number and display any matching entries, commonly referred to as a “screen-pop.”
Strata DKT
076
RS-232 Link
RPCI to COM Port
Toshiba America Information Systems, Inc.
Microsoft Windows PC
TAPI
Service
Provider
9740 Irvine Bl vd., Ir vin e, CA 92618-1697 (714) 583-3700
Telecommunication Systems Division
TAPI
DLL
(Windows)
Strata-
Link
DDE
Link
DDE
Link
Goldmine
'95
1 of 6
AB50-0013
Update for Using Goldmine™ 95 with StrataLink
Goldmine 95 Installation Guidelines
➤ Getting Started
1. Install the Tos hi b a TAPI Service Provider by in ser ting Disk #1 in the floppy drive and use
Windows, Run... and enter A:\SETUP. Follow the instructions provided by the Install
Wizard. (See Chapter 13 of the Strata DK Installation and Maintenance Manual.)
2. Install Goldmine 95 by following the installation instructions in the Goldmine 95 User
Guide.
➤ Enabling the Interface
To provide a full de sktop d ial ing and screen -po p inter fa ce betwe en th e To shiba St rata Link and
Goldmine 95:
In the director y where Goldmi ne is installed (default is “C:\Goldmine”), add the following
➤
two lines with a text editor or word processor to each of the INI files. The INI files are
named after each user. For example, user “Jerry” would have a USER.INI file named
“JERRY.INI”.
[Modem]
DDEDial=Dial,STRATLNK,[Dial,”%s”,””]
If the phone setup uses a trunk access code to dial outside the Strata DK system, then the
➤
trunk access code can be included, as shown below, using Dial 9 as the access code.
[Modem]
DDEDial=Dial,STRATLNK,[Dial,”9,%s”,””]
Note
➤
A comma was added as a pause to ensure dial tone is returned prior to dialing. This is
not needed if Dial 9 accesses LCR.
If the user wants all calls to be placed using a specific line, for example, a telemarketing
application in which the user is assigned a specific line for all their calls, then the
following string can be used to assign that line to a specific button on the phone:
al
i
d Confident
[Modem]
DDEDial=Dial,STRATLNK,[Dial,”%s”,”x”]
Note
➤ Changing or adding actions in StrataLink
The actions available from the select ion menu have been tested to wor k wit h th e Go ldmi ne 95
software. When you change or add new actions, make sure that you fully understand
Goldmine’s DDE capabilities, because they are made at your own risk. Toshiba Technical
Support only supports the predefined actions.
“X” is the number, starting with z ero, of t he b utton (co unting fr om the lo wer left of the
keystrip).
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2 of 6
Strata DK I&M September 1997
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