Computer Telephony Integration
Application Bulletin
AB50-0015
June 1, 1998
Strata DKT Key Set
4170121
Using Maximizer97 with StrataLink
Maximizer97 softwar e is a contac t manage ment softwa re packag e that ca n be custo mized for a
specific applicat ion. It is typic ally sol d through Value Added Resellers (VARs) who know how
to customize for your specific application. It is a great tool when used with the Toshiba
Strata DK Business Telephone System because it identifies the calling party.
Outgoing calls made from Maximizer97 use a standard Telephone Application Programming
Interface (TAPI) link with the T oshib a TAPI Service Provider . Incomi ng calls are iden tified by
StrataLink to receive Caller ID informati on and define actions for e ach of the but tons on the
phone. The following diagram shows how the connections are made in the PC for StrataLink
and the TAPI Service Provider.
Microsoft Windows PC
StrataLink
RS-232 Link
RPCI to COM Port
TAPI
Service
Provider
TAPI
DLL
(Windows)
DDE
Link
3177
Toshiba America Information Systems, Inc.
Telecommunication Systems Division
9740 Irvine Blv d., Ir vine , CA 92618-1697 (714) 583 -37 00
Maximizer97
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Maximizer97 Installation Guidelines
Getting Started
1. Install the Toshiba TAPI Service Provider and StrataLink by inserting Disk #1 (comes
with two disks) in the floppy disk drive.
2. Choose Start and Run.
3. Enter A:\SETUP (change drive letters as appropriate).
4. Select both StrataLink and Service Provider.
Note Windows prompts you whether or not StrataLink should be included in the Startup
Menu. It is recommended that you answer Yes. This starts StrataLink when the PC is
turned on, and you only need to start Maximizer97 to be operational.
5. Install Maximizer97 by following the installation instructions in the Maximizer97 User
Guide.
Enabling the TAPI Link
AB50-0015
1. Start Maximizer97.
2. In the File Menu, click Preferences. This displays:
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3. Select the Dialing tab.
4. Under the TAPI section, click Properties.
Note Properties enabl es you t o setup the dial ing pr opertie s for ou tgoing ca lls. It incl udes the
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home area and access code for reaching an outside line. Typically, the phone returns
internal dial tone and an access code must be dialed for an outside call. You can
remove the home area code in this dialog box.
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5. In the Properties dialog box, enter the home area and access code.
6. Click OK. You are returned to the Preferences dialog box.
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7. Click Device. This window displays:
8. Select Toshiba DKT TSPI from the Line drop-down menu. This connects TAPI.
9. Select Address1 from the Address drop-down menu. Address1 is the lower left flexible
button on your phone. You can also select the phone used for the outgoing call.
10. Click OK. You are returned to the Preferences dialog box.
11. Click Apply and OK.
Setting Up StrataLink
AB50-0015
1. Start StrataLink.
2. Click Driver Setup and define the COM Port for the connection to the phone.
3. Click Configure Keys and define the keys to match the labels and functions of the phone
being connected.
4. Select the Strata DK system being used.
The TAPI Service Provider is now ready for use. The LED on StrataLink changes to yellow
and then green indicating a link has been made. At this point, the lower portion of the screen
can be used to test the link to ensure that you can receive and place calls.
Adding Actions in StrataLink
If the Actions for Maximizer97 are not included in the Action List, you must add them.
➤ To add an Action
1. Select the Setup Menu and click Actions.
2. Press Add for a new Action.
3. Choose Pop Maximizer97, Open Maximizer, or Close Maximizer as the Action Name
(shown below).
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Using Maximizer97 with StrataLink
4. Enter information i n each field (Type, App Name, and App Topic).
5. Enter the DDE Execute String.
AB50-0015
Pop Maximizer97 provides a number of options within the brackets of the DDE Execute
String as follows:
♦ Field 1 defaults to Phone1, but it could be Phone2, Phone3, or Phone4 since the
database accommodates up to four phone number per contact.
♦ Field 2 should remain &P which is the token for sending the Caller ID phone number
without an y formatting characters.
♦ Field 3 is a condition field where the entry can be 0, 1, or 2.
0 – Adds entries that match search criteria to the currently displayed list.
1 – Narrows the currently displayed/marked list to only those that match the search
criteria.
2 – Replaces the currently displayed list with those that match search criteria.
♦ Field 4 is a condition field for searching Company Records: 0 – No or 1 – Yes.
♦ Field 5 is a condition field for searching Individual Records: 0 – No or 1 – Yes.
♦ Field 6 is a condition field for searching Contact Records: 0 – No or 1 – Yes.
6. Click Apply and OK.
7. Repeat Steps 2~6 for each action.
Important! In some applications, the Maximizer97 screen is always maximized. You can
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minimize it and still e xch ange inf ormat i on with StrataLink. However, the contact
list must be maximized to view t he sele ction . You can also minimize Maximizer97
as calls complete. The Open and Close Maximizer screens are shown above.
Once defined, they are called by creating Trigger Rules for invoking the action.
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Using Trigger Rules
Trigger Rules define how the buttons on the phone act within your application, in this case
Maximizer97. StrataLink comes without defined Trigger Rules. To customize your Trigger
Rules, follow the examples. The defined rules enable the:
♦ Opening of Maximizer97 by any ringing line that has Caller ID.
♦ Popping of Maximizer97 by any connected phone line with CallerID, whether on hold or
answering a non-ringing line so that the current record matches the call connected at that
time.
♦ Closing of Maximizer97 10 seconds after a call is cleared.
The screen below is the c ustomized example.
AB50-0015
➤ To define the Triggers
1. Go to the Setup Menu and select Triggers.
2. Enter the required information (show n in the followi ng two screens).
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