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Panasonic KX-NCP Series Software Manual

Communication assistant client
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Quick Reference Guide

Communication Assistant Client
KX-NCP Series
Model No.
KX-TDE Series
Thank you for purchasing this Panasonic product.
Please read this manual carefully before using this product and save this manual for future use.
Communication Assistant: Version 3.0 or later
In this manual, the suffix of each model number is omitted (e.g., KX-NCP500NE).

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  • Page 1: Quick Reference Guide

    KX-NCP Series Model No. KX-TDE Series Thank you for purchasing this Panasonic product. Please read this manual carefully before using this product and save this manual for future use. Communication Assistant: Version 3.0 or later In this manual, the suffix of each model number is omitted (e.g., KX-NCP500NE).
  • Page 2 Introduction Communication Assistant (CA) Client is a Computer Telephony Integration (CTI) application that integrates with your Panasonic PBX, and allows you to perform various telephone operations from your PC. About the Quick Reference Guide This Quick Reference Guide is designed to serve as an overview of the features, setup and installation of CA Client.

  • Page 3: Quick Reference Guide

    Introduction Safety Notices Please observe the safety notices in this manual in order to avoid danger to users or other people, and prevent damage to property. The notices are classified as follows, according to the severity of injury or damage: WARNING This notice means that misuse could result in death or serious injury.

  • Page 4: Table Of Contents

    Table of Contents Table of Contents 1 Specifications ...................5 2 System Connection Diagram ..............22 3 System Requirements ................23 4 Software Installation ................25 Installing and Starting CA Client ...................25 Uninstalling CA Client ....................28 Quick Reference Guide...

  • Page 5: Specifications

    1 Specifications Features Contact List with Presence You can easily make calls using a customisable contact list that is displayed on your PC, and search for a desired contact simply and quickly. You can also see the phone status, PC status, and the absent message of other extensions from the contact list before you make a call.

  • Page 6: Searching For Contacts

    • Basic-Express users cannot use contact list tabs. Searching for Contacts When many contacts are displayed at once, you can narrow down the list of displayed contacts by entering a name or part of a name into the search box. Search All Contacts Choose Search All from the Dial menu to search all PBX contact lists as well as your network's LDAP directory.
  • Page 7 most often. Just drag and drop any contact from a PBX's contact list onto a My List tab. You can also right-click a contact and select Add to My List. Drag a contact to a tab, or right-click a contact and select a tab.

  • Page 8: Network Features

    In one of your presence settings, Phone (Home) and Secretary are unchecked. When that presence is set, those contacts are unavailable to be called by other CA Client users. Network Features If CA Server is installed on your network, you can make or transfer calls to users of other PBXs after confirming their presence from the contact list.

  • Page 9: Call History

    Calls can be made directly from Outlook: Call History You can view your incoming and outgoing call history. Information such as the destination and duration of the call, the time of the call, and whether the call was answered is displayed for each call. You can also save the history list to a CSV file.
  • Page 10 During a call: When calling a busy extension: Quick Reference Guide...

  • Page 11: Conference Features

    Conference Features A conference can be easily initiated using the conference interface. Choose Conference from the Dial menu to open the Conference group list. You can check the status of conferences in progress, request to join a conference, or start a conference if your extension has that ability enabled. Quick Reference Guide...
  • Page 12 The originator of the conference can click Edit Conference Setting and make a conference of up to 32 participants. To add members to a conference, drag and drop contacts from a contact list to the conference setting window, or right-click a contact and select Add Member To Conference. Drag contacts to the Conference Setting window, or right-click a contact and select Add Member To Conference.
  • Page 13 IP Camera Integration (Panasonic KX-HCM/BB-HCM/BL-C series cameras) If a Panasonic IP Camera is available on the network, you can view images or streaming video from the IP camera while talking with the other party (e.g., extension, doorphone). Note This feature requires Internet Explorer version 6.0 or higher.
  • Page 14 Chat You can start a text chat session with other CA Client users. This feature is useful for tasks such as confirming whether a colleague is available for a phone conversation. You can also set Chat call back to a user not currently logged in, and the message will appear on the user's screen when they next log on.
  • Page 15 Function Key Bar The function key bar can be accessed by choosing Function Key from the Go To menu. A bar appears with common call control function keys that always stays in front of other windows. If you drag the function key bar to the top, bottom, or sides of the screen it will ’dock’...

  • Page 16: Supervisor Features

    • To use the busy override/take over functions, your extension must have "Busy Override" enabled in its COS settings on the PBX. Supervisor Features If you log in to CA Client in supervisor mode, you can monitor the status of Incoming Call Distribution (ICD) groups, listen in on conversations, take over calls, and perform other supervisory functions.
  • Page 17 KX-NCP500/KX-NCP1000 KX-TDE100/KX-TDE200 KX-TDE600 60-day trials for KX-NCP series PBXs include IP softphone functionality for the duration of the trial, but only if CA Server is not installed on the PBXs network. Login Capabilities The total allowed number of simultaneous CA Client users is determined by the type of CA Client used and whether or not CA Server is installed on your network.
  • Page 18 Dial Modification When you make an external call from the contact list or a CRM application, or copy an external phone number to CA Client from another application, the number is modified according to the dial modification settings. Note • These dial modification settings can only be made through CA Client when accessing the PBX directly.
  • Page 19 Dial Modification Settings From the Go To menu, select Option, and then select Dial Modification. The following window is displayed: Minimum digits for public telephone number Specifies the minimum number of digits required to treat the dialled number as an external telephone number.
  • Page 20 Modifications Corresponding Removed Added Dialled Number Modified Number Table No. Digits Digits +81-92-123-4567 +8192 — 123-4567 +81-3-111-4444 03-111-4444 +44-66-111-4444 001-44-66-111-4444 092-111-8888 — 111-8888 Configure Minimum digits for public telephone number, Remove "(0)", and the Telephone Number Modification table as desired. Click OK.
  • Page 21 • For PBXs without CA Server, the extension PIN lock needs to be cleared. Clear the extension’s PIN lock using PT Manager programming. When the PIN lock is cleared, the CA Client password and CA password lock are also cleared. •...

  • Page 22: System Connection Diagram

    The figure below illustrates an example network setup using CA Client. LAN/VPN Other Connections Telephone Company Panasonic PBX CA Server Panasonic Network Camera Voice Processing System PC running CA Client Proprietary Telephone or Single Line Telephone Doorphone and Door Opener IP Proprietary Telephone...

  • Page 23: System Requirements

    3 System Requirements The tables below summarise the requirements for running CA Client. When CA Client is connected to your PBX directly, the number of contacts that can be displayed in the contact list depends on your computer’s specifications. When CA Server is used, the number of contacts, including contacts of other networked PBXs, is not limited by your PC’s specifications.
  • Page 24 To use CA Client, confirm your PBX matches the requirements listed below. PBX Model Required Software File Version KX-NCP500/KX-NCP1000 PBMPR Software File Version 4.1000 or later KX-TDE100/KX-TDE200 PMMPR Software File Version 4.1000 or later KX-TDE600 PGMPR Software File Version 4.1000 or later •...

  • Page 25: Software Installation

    4.1 Installing and Starting CA Client 4 Software Installation 4.1 Installing and Starting CA Client Notice If an older version of CA Client is installed over a newer version, the software may not function properly. If you want to downgrade your version of CA Client, uninstall the current version, then install the older version.
  • Page 26 4.1 Installing and Starting CA Client Select your operating mode: • Standard user (CA Pro): Log in using Pro mode. • Standard user (CA Basic-Express): Log in using Basic-Express mode. • Operator Console (CA Operator): Log in using Operator Console mode. •...

  • Page 27: Network Settings

    4.1 Installing and Starting CA Client If you are allowed to log in with a blank password, a dialogue box is displayed prompting you to create a password. Enter a password in New Password, re-enter it in Verify Password, and click OK. IMPORTANT In order to prevent unauthorised access to your CA Client account, enter a password that is at least 5 characters long, and contains a combination of letters and numbers.

  • Page 28: Uninstalling Ca Client

    4.2 Uninstalling CA Client To uninstall CA Client, perform one of the following procedures: From the Start menu, point to All Programs ® Panasonic ® Communication Assistant, and select • Uninstall. •...
  • Page 29 Notes Quick Reference Guide...
  • Page 30 1-62, 4-chome, Minoshima, Hakata-ku, Fukuoka 812-8531, Japan Copyright: This material is copyrighted by Panasonic System Networks Co., Ltd., and may be reproduced for internal use only. All other reproduction, in whole or in part, is prohibited without the written consent of Panasonic System Networks Co., Ltd.

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Kx-tde series

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