Related Manuals for Altigen AltiView Release 4.0
Summary of Contents for Altigen AltiView Release 4.0
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Page 1: User Guide
™ AltiView for AltiWare Open Edition (OE) Release 4.0 User Guide Revised: 09/2000 4503-0001-4.0... - Page 2 Inc. will not be liable for technical or editorial errors or omissions contained within the documentation. The information contained in this documentation is subject to change without notice. This documentation may be used only in accordance with the terms of the AltiGen Communications, Inc. License Agreement. AltiGen Communications, Inc.
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Page 3: Table Of Contents
Table of Contents Contents ......... . . ARRANTY HAPTER Installation . - Page 4 Table of Contents Using Call Waiting........20 Transferring Calls.
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Page 5: Warranty
AltiGen Communications will, at its sole option, repair, refund or replace the product with a like product. Length of Warranty All AltiGen Communications products are warranted for one (1) year for all parts from the date of the first consumer purchase. Who the Warranty Protects This warranty is valid only for the first consumer purchaser. - Page 6 End user customers should contact your Authorized AltiGen Dealer for service. Authorized AltiGen Dealers must follow the steps below for service: Take or ship the product, prepaid, to your AltiGen distributor or to AltiGen Communications, Inc. All materials being returned to AltiGen must have an associated RMA number.
- Page 7 In no event shall AltiGen or its affiliates, suppliers, or authorized resellers be liable for incidental, consequential or any other indirect loss or damage (including lost profits or revenues) incurred in connection with the product.
- Page 8 Warranty viii AltiView 4.0 User Guide...
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Page 9: C Hapter
• AltiView 4.0 User Guide If any of these items are missing or damaged, please contact your Authorized AltiGen dealer. Client System Requirements The client system must each meet the following minimum requirements. For server system requirements, see the Altiware Getting Started Manual. -
Page 10: Session Licensing And License Upgrade Procedures
Installation Session Licensing and License Upgrade Procedures AltiWare OE (Release 4.0 or higher) comes with one free licensed connection to support an AltiView client. You can upgrade to Center, an application which includes AltiView as well as AltiAgent (for workgroup agents) and AltiSupervisor (for workgroup supervisors) by purchasing a Center Server License and adding client sessions. - Page 11 Session Licensing and License Upgrade Procedures Upgrading Licenses To increase the number of simultaneous AltiView sessions, follow these steps: Insert the AltiWare CD into the CD drive. Run the SETUP.EXE in the AltiWare OE folder to run the setup program. Select the Upgrade Port License option and click OK.
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Page 12: Installation And Setup
Installing AltiView Voice Mail Service on AltiServ AltiGen Switching Service must be installed first. AltiGen Switching Service is installed and run when you install AltiWare and anytime you run the AltiWare Administrator. -
Page 13: Uninstalling Altiview
Microsoft Outlook Support Uninstalling AltiView From the Windows Start menu, select Programs AltiView Uninstall AltiView. Click OK when the dialog box asks if you want to uninstall the program, and respond to any additional prompts. Uninstalling AltiView Voice Mail Service at AltiServ From the Windows Start menu, select Programs AltiView VM Service... - Page 14 Installation 6 AltiView 4.0 User Guide...
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Page 15: Hapter
Logging In H A P T E R Getting Started AltiView 4.0 is designed for general desktop PC users in an AltiServ environment. With AltiView you can access, configure and perform several of AltiServ’s PBX functions directly from the desktop. These functions include call handling, call forwarding, voice messaging, extension monitoring, and One Number Access. -
Page 16: Logging In From A Remote Location (Ip Extension)
Getting Started To Log In Run the AltiView application and, if this is the first login to this AltiServ system, enter the servers IP address or name of the system you will be using. If this is not your first login, go on to the next step. Figure 1. -
Page 17: Hiding Or Exiting Altiview
Hiding or Exiting AltiView In order to run AltiView remotely, if you connect to the Internet through a modem connection, first you need to establish a session connection to your Internet Service Provider. To use AltiView remotely through an IP Extension, follow the steps below. Check with your administrator to make sure the extension you’re using has been set up as an IP extension in AltiAdmin. -
Page 18: Using The Windows Tray Phone Icon
Getting Started Pop Up AltiView when You Get a Call You can configure AltiView to pop up when you have incoming calls. Pop ups work when AltiView is hidden (minimized) but not when you have exited. See “Screen Pop and Auto Close” on page55. Using the Windows Tray Phone Icon After you log in, the AltiView icon (a phone) is displayed on the Windows tray, normally at the bottom right of your screen. -
Page 19: Call States
Call States Call States Center applications all report the status of calls. A list of the states includes the following: • AA - the call is being transferred to an Auto Attendant. • Busy - callee is busy or not available •... -
Page 20: Error Messages
Getting Started Error Messages The following errors may be displayed as login or connectivity errors. Error Message Description Solution 12 AltiView 4.0 User Guide... - Page 21 Error Messages Error Message Description Solution AltiView 4.0 User Guide...
- Page 22 Getting Started 14 AltiView 4.0 User Guide...
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Page 23: Hapter
H A P T E R Using AltiView Once you log in as described on page 7, the AltiView main window appears. This window provides tools to manage and monitor calls, to facilitate management of your personal contacts, and to configure your AltiServ phone and voice mail options. -
Page 24: About The Calls List
Using AltiView • The Configuration button allows you to customize your call handling and voice message settings. See “Configuring Your Station Settings” on pag e35. • The Monitor button provides a view into extension or workgroup activity and provides access to past call logs. About the Calls List Figure 3. -
Page 25: Handling Calls
Dialing Handling Calls Dialing You can dial out in a number of ways: using the numeric keyboard or using the mouse, and by name or extension, number, or speed dial number. Initiate dialing by clicking the dial button in the main window. Clicking the Dial button opens the dialing window. -
Page 26: Dialing By Number
Handling Calls Dialing By Number Using the keyboard number keys In the dialing window, enter the numbers you wish to dial using the standard numeric keys or the numeric keypad. The numbers appear in the box above the dialing pad. Press Enter or click the Dial button to place the call. -
Page 27: Dialing Speed Dial Numbers
Placing Calls on Hold Searching by Name Click anywhere in the text box above the dialing pad, then begin to type the name of the person you want to call. The dialing pad transforms into a list that displays matching names. Click the name you want. -
Page 28: Using Call Waiting
Handling Calls Using Call Waiting During a call, you may hear a beep indicating that you have another incoming call. To answer the call: Click the Calls tab on the AltiView main window to view the directory of current calls. Find and click the row displaying the incoming call. -
Page 29: Sending Calls To Voice Mail
Conferencing Calls Sending Calls to Voice Mail While connected to call, click To Voice Mail on the main window. When the dial pad appears, choose the extension number to which you want to send the call, then click OK. You can also transfer a call to voice mail before you answer it. Transfer to Attendant While connected to a call, click To Attendant on the main window. - Page 30 Handling Calls You can cancel the conference at any time by clicking the Cancel button, closing the dialog box, or by pressing your phone’s FLASH button. Normally, after cancelling you will be reconnected automatically to the initial call. If you are not automatically reconnected and want to reconnect to the first call, click the Hold Pending status representing the call.
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Page 31: Using Voice Mail
Conferencing Calls Using Voice Mail About the Voice Mail Window Figure 10. Voice Mail window When you click the Voice Mail tab in the main window, you see the voice mail list. • New voice mail messages are indicated by a white, closed envelope icon in the status window of AltiView. -
Page 32: Listening To Your Voice Mail
Using Voice Mail Listening to Your Voice Mail In the Voice Mail list, select the message and use the voice mail controls at the bottom right of the window to play it, rewind, or fast forward. You have several listening options which you configure as described in “General Information”... -
Page 33: Returning The Call
Listening to Your Voice Mail Returning the Call Click the Return Call button to call back the sender. Attaching a Memo To add a note to accompany a voice mail, click the Memo button to invoke the Memo window. Figure 11. Attaching a memo to a voice message Type in the memo in the area provided and click OK. -
Page 34: Forwarding Voice Mail
Using Voice Mail Forwarding Voice Mail To forward a voice mail message to an extension or to a Voice Mail Group: Select the voice mail in the Voice Mail view of the AltiView main window. Click the Forward button to invoke the VM Forward pop up window. Select the check boxes next to the extensions and/or voice mail groups to which you want to forward the message. -
Page 35: Working With Voice Mail Groups (Distribution Lists)
Listening to Your Voice Mail Working with Voice Mail Groups (Distribution Lists) You can set up voice mail (VM) groups to forward messages to multiple recipients at the same time. You can set up to 100 personal voice mail groups, each with 64 members. Group members can be any extension or another voice mail group. -
Page 36: Creating A Vm Group
Using Voice Mail Creating a VM Group To create a VM group after opening the VM Group Edit window, click the New button, which invokes the Create Group window. Use the scroll bar to select a desired Group ID. Enter the VM Group Name and any Comments. These are optional but may help you identify the group. -
Page 37: Deleting A Group
Listening to Your Voice Mail Deleting a Group To delete a Voice Mail Group: Access the VM Group window as described on page 27. Click the Change button in the VM Group Edit window to open the Change Group window. Click the Clear button to deselect all extensions. -
Page 38: Monitoring Extension Activity
Monitoring Extension Activity Monitoring Extension Activity If your extension’s configuration in the AltiWare Administrator provides for it, you can monitor the activity on other extensions. If you’re a manager, for example, you might monitor to determine whether you need more resources in a busy environment. Or, for another example, you might use monitoring capability to cover calls for a co-worker, since you can click the ringing phone icon in the monitor list and take the co- worker’s call. -
Page 39: Reading The Monitor List
Choosing Extensions to Monitor Selecting a group entry displays all the workgroup members in the monitoring window. Deselecting a group entry takes all workgroup member extensions out of the display. Reading the Monitor List In the monitor list, each selected extension is listed along with its State, Number, Name, and Group (workgroup), which shows only if the call is coming into to a workgroup. -
Page 40: Viewing The Call History
Monitoring Extension Activity Viewing the Call History Click the History tab in the Monitor window to view an informational history of handled calls. Figure 14. History window The list in the History window displays the following fields: • Number—the extension or phone number. Upward arrow icons indicate outgoing calls;... - Page 41 Viewing the Call History Deleting Logs To delete a specific call log entry, click the entry to select it, then click Delete. Or, right click the entry and select Delete. To clear the entire call log, click Delete All, or right click any entry and select Delete All.
- Page 42 Monitoring Extension Activity 34 AltiView 4.0 User Guide...
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Page 43: Hapter
H A P T E R Configuring Your Station Settings You can configure the following settings and options by clicking the Config button in the main window to open the Config window. • General Info—password, default trunk access, and other settings. •... -
Page 44: General Information
Configuring Your Station Settings General Information Figure 15. General Info configuration The General Info tab is the window you see when you first click the Config button in the AltiView main window to open the Config window. In this window, you can edit your password, the default trunk access code, voice mail settings, Center audio and video behavior, and external database access options. -
Page 45: Voice Mail Play Options
General Information Voice Mail Play Options You can choose to play your messages on your phone set, or play them on your sound card and speakers. If you choose to play them on your sound card, you have another choices: you can choose to play the message as it downloads, or to download it completely and play it on an external media player. -
Page 46: Call Handling
Configuring Your Station Settings Call Handling Click the Call Handling tab in the Config window to configure incoming call handling for your extension. Figure 16. Call Handling configuration Forwarding All Calls If you want to forward calls to an external number, select a trunk access code in the drop-down list, then begin with the outside trunk or route access digit and any long distance prefix digits such as 1 and area code. - Page 47 Call Handling Forwarding to a Pager Not Recommended Forwarding calls to a pager is possible but not recommended since callers will only hear what is heard when calling a pager and will not know to enter a return phone number unless instructed. Do Not Disturb If you select Enable Do Not Disturb, all incoming calls are forwarded to voice mail.
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Page 48: One Number Access
Configuring Your Station Settings One Number Access If you are expecting calls that you want to receive regardless of where you are, you can have the system send the call to you by dialing pre-determined numbers based on a pre-determined schedule. When One Number Access (ONA) is active and a call comes in to your extension, the system checks to see if the number represents a call you want to receive. - Page 49 One Number Access Accessing One Number Access Setup After you set the call handling options, click the One Number Access tab in the Config window to open the One Number Access window in which you set ONA options: Figure 17. One Number Access window •...
- Page 50 Configuring Your Station Settings Using this dialog box, you can set up to four different schedules. You can enable or disable each schedule by selecting or deselecting its check box. • Enable the Verify Caller ID check box and then specify the incoming phone numbers for ONA.
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Page 51: Message Notifications
Message Notifications Message Notifications Click the Message Notify tab in the Config window to establish how and when you want to be notified about incoming voice messages. Figure 18. Message Notification options Use this window to set the notification options: •... -
Page 52: Station Speed Dialing Setup
Configuring Your Station Settings Station Speed Dialing Setup Click the Station Speed tab in the Config window to assign and store up to 20 Station IDs—speed dial entries. When you add a number, all relevant prefix digits such as trunk or route access number, the long distance prefix 1 and area codes must precede an outside phone number. -
Page 53: Adding Or Editing Station Speed Entries
Station Speed Dialing Setup Adding or Editing Station Speed Entries Click a Station ID to select it. Click the Edit button. When the Dial Setting dialog box appears, add or edit the Number. Optionally, to aid your memory, add or edit the Name and Comment. Figure 20. - Page 54 Configuring Your Station Settings 46 AltiView 4.0 User Guide...
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Page 55: Index
18 AltiGen ii speed dial 19 AltiGen Communications using the mouse 18 phone numbers ii dialing window (dial pad) 17 AltiGen services 4 dialtone 11 AltiView distribution lists 27 configuration 35 Do Not Disturb 39 main window 15... - Page 56 Index Ringback state 11 ringing 11 Idle state 11 installation requirements 1 IP extension 8 IP extension, troubleshooting 9 saving changes 35 screen pop 10, 38 search by name session licensing 2 licenses 2 speed dial logging in remotely 8 state column 19 station speed dialing configuration 44...