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Panasonic KX-NCS1101 Operating Manual

Phone assistant series
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Operating Manual—Server
Phone Assistant Series
KX-NCS1101/KX-NCS1105/KX-NCS1110
Model No.
KX-NCS1199/KX-NCS1201/KX-NCS9101
Thank you for purchasing this Panasonic product.
Please read this manual carefully before using this software and save this manual for future use.
Document Version 2007/2/19

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Summary of Contents for Panasonic KX-NCS1101

  • Page 1 Operating Manual—Server Phone Assistant Series KX-NCS1101/KX-NCS1105/KX-NCS1110 Model No. KX-NCS1199/KX-NCS1201/KX-NCS9101 Thank you for purchasing this Panasonic product. Please read this manual carefully before using this software and save this manual for future use. Document Version 2007/2/19...
  • Page 2 Introduction The Phone Assistant (PA) application is an intuitive Computer Telephony Integration (CTI) software solution to enhance the productivity of Panasonic PBX telephone users. PA software consists of the following software components: PA—used by phone users and for monitoring call status PA Status—for supervisors or managers...

  • Page 3: Table Of Contents

    Table of Contents 1 Starting Phone Assistant Applications ..........5 Starting Phone Assistant Server for the first time ............6 Exiting PA Applications ....................9 2 Interface Preview ..................13 Overview ........................14 Login/Logout ........................14 2.2.1 To Log in to PA Manager (Web server) ................14 2.2.1.1 When Logged in as the Administrator ................15 2.2.1.2...
  • Page 4 4.1.3.1 Adding Personal Speed Dial ..................61 4.1.3.2 Editing Personal Speed Dial ...................61 4.1.3.3 Deleting Personal Speed Dial ..................62 4.1.4 Extension PIN .........................62 Index......................65 Operating Manual—Server Document Version 2007/2/19...

  • Page 5: Starting Phone Assistant Applications

    Section 1 Starting Phone Assistant Applications Document Version 2007/2/19 Operating Manual—Server...

  • Page 6: Starting Phone Assistant Server For The First Time

    1.1 Starting Phone Assistant Server for the first time Double-click the PA Server shortcut on the desktop. –or– Start PA Server (CTI control) from the Start menu (Start ® All Programs ® Panasonic ® KX-TDA PA Server® PA Server). Note •...
  • Page 7 1.1 Starting Phone Assistant Server for the first time • The settings for the PBX connection can be changed if they are not set correctly when installing PA Server. To change the setting of PBX connection, click Settings…. Select TCP/IP or USB to specify the method in which you wish to connect to the PBX. Click OK.
  • Page 8 1.1 Starting Phone Assistant Server for the first time Password field: 1234 (default) Click LOGIN. The following screen appears. Note When PA Server (CTI control) and PA Services (Communication interface) have finished starting up, the status icons below will appear in the Notification area. A PA Services (Communication interface): ACTIVATED DEACTIVATED...

  • Page 9: Exiting Pa Applications

    1.2 Exiting PA Applications When the user clicks the status icon for PA Services (Communication interface), the following screen will appear, and the user can change the setting for PA Services (Communication interface). • Click Settings. B PA Server (CTI control): ACTIVATED DEACTIVATED When the user right-clicks the status icon for PA Server (CTI control), the following commands will...
  • Page 10 1.2 Exiting PA Applications Click the Log off link in the Menu frame to log off of PA Manager (Web server). Click the Close button in the upper-right corner of a window. Right-click the status icon for PA Manager (Web server) in the Notification area, and select Exit. Right-click the status icon for PA Services (Communication interface) in the Notification area, and select Stop Service.
  • Page 11 1.2 Exiting PA Applications Right-click the status icon for PA Server (CTI server) in the Notification area, and select Stop. When the Stop PA Server dialogue box appears, enter the user name and password. Click OK. Right-click the status icon for PA Server (CTI control) in the Notification area, and select Exit. Document Version 2007/2/19 Operating Manual—Server...
  • Page 12 1.2 Exiting PA Applications Operating Manual—Server Document Version 2007/2/19...

  • Page 13: Interface Preview

    Section 2 Interface Preview Document Version 2007/2/19 Operating Manual—Server...

  • Page 14: Overview

    2.2.1 To Log in to PA Manager (Web server) 2.1 Overview Phone Assistant (PA) Manager (Web server) allows IDs and Passwords to be registered for each PA Manager (Web server) and PA user. PA Manager (Web server) also allows for easy access to some of the PBX features and control settings in a graphical user interface.

  • Page 15: When Logged In As The Administrator

    2.2.1 To Log in to PA Manager (Web server) Enter your user name. If you are logging in as the administrator, enter “administrator”. Enter your password. Note If you forget your password, enter your user name into the Username field, and click Forgot Password?.
  • Page 16 2.2.1 To Log in to PA Manager (Web server) To view the functions available when logged in as the administrator, click plus signs next to the My Phone Settings, PBX settings, and Server Settings folders in the Menu frame. A Administrator Function Keys A user logged in as the administrator can access all the configuration functions available in PA Manager (Web server) (i.e., view and change the PA user’s information and the PBX settings).
  • Page 17 2.2.1 To Log in to PA Manager (Web server) • If you do not use PA Manager (Web server) for more than 5 minutes, you will be logged off automatically. When you try to use PA Manager (Web server) after being logged off, the following error message appears.

  • Page 18: When Logged In As A Pa User

    2.2.1 To Log in to PA Manager (Web server) 2.2.1.2 When Logged in as a PA User After logging in as a PA user, the following screen appears. To view the functions available when logged in as a PA user, click My Phone Settings folder in the Menu frame.

  • Page 19: To Log In Through A Web Browser

    2.2.2 To Log in through a Web Browser 2.2.2 To Log in through a Web Browser PA users on the network may access PA Manager (Web server) from their web browser by entering the address into the address bar (for example, http://Localhost:8080/). “Localhost” is the computer host name of the PC in which PA Manager (Web server) is installed, and “8080”...

  • Page 20: To Log Out

    2.3 Language 2.2.3 To Log out Click the Log off link in the Menu frame to log out from PA Manager (Web server). Click the Close button in the upper-right corner of the window. 2.3 Language PA Manager (Web server) allows you to select the desired language. Click the PAM Setup Configuration link in the PA Manager Version page.
  • Page 21 2.3 Language Select the desired language from the drop-down list. Click Confirm Settings. Note The default language is determined during installation. Refer to the Phone Assistant Series Installation Manual for more information. This screen allows you to change the language even after default language has been selected.
  • Page 22 2.3 Language Operating Manual—Server Document Version 2007/2/19...

  • Page 23: Administrator Functions

    Section 3 Administrator Functions Document Version 2007/2/19 Operating Manual—Server...

  • Page 24: Registering A Pa User

    3.1 Registering a PA User 3.1 Registering a PA User The administrator can add, edit, and delete a Phone Assistant (PA) user. Click PA User Admin in the Menu frame. A [Add new user]: Enables you to create other user accounts. B Username: Shows registered PA user names.

  • Page 25: Adding A New Pa User

    3.1.1 Adding a New PA User 3.1.1 Adding a New PA User Click the [Add new user] link in the PA User administration page. Enter the account information. Document Version 2007/2/19 Operating Manual—Server...
  • Page 26 3.1.1 Adding a New PA User A Username: Used for authentication when a PA user logs in to PA Server (CTI control) to use PA client software. Max.32 characters. B Password: Used for authentication when a PA user logs in to PA Server (CTI control) to use PA client software. Max.

  • Page 27: Editing A Pa User

    3.1.2 Editing a PA User I Department: Max. 32 characters J Email: Max. 200 characters K Phone Number (Home): Max. 32 characters L Phone Number (Mobile): Max. 32 characters M Notes: Max. 1000 characters Click SAVE to register the PA user in the database. The information for the new PA user appears in the PA User administration page.
  • Page 28 3.1.2 Editing a PA User Click the [Edit] link in the PA User administration page. Make the desired changes. A Change Password: Changes the current password. Click Change Password. Operating Manual—Server Document Version 2007/2/19...

  • Page 29: Deleting A Pa User

    3.1.3 Deleting a PA User Enter a New Password, and reenter the new password in the Confirm Password field. Click SAVE PASSWORD. Note Current Password only needs to be entered when the administrator is changing his/her password. Click SAVE when finished. Note •...
  • Page 30 3.1.3 Deleting a PA User The following screen appears. Click OK. Operating Manual—Server Document Version 2007/2/19...

  • Page 31: Pbx Settings

    3.2 PBX settings IMPORTANT The administrator and PA users with administrative privileges may change the PBX settings using PA Manager (Web server). Please refer to the Panasonic Hybrid IP-PBX manuals regarding details on PBX features and settings. 3.2.1 PBX Programming Settings Initialization Click PBX settings or any function link in PBX settings.

  • Page 32: System Date/Time

    3.2.2 System Date/Time When PA Manager (Web server) is connected to PBX through PA Server (CTI control) using KX-TDA PC Maintenance Console interface, the following message will be displayed. 3.2.2 System Date/Time The administrator and PA users with administrative privileges may change the date and time of the PBX. The date and time appear on the telephone display.

  • Page 33: System Absent Message

    3.2.3 System Absent Message System Time: Hour (hr) and Minute (min) Click SET. The following screen appears. Click OK. 3.2.3 System Absent Message The administrator and PA users with administrative privileges may set and change a maximum of 8 Absent Messages.

  • Page 34: System Quick Dial

    3.2.4 System Quick Dial Note • Click RESET to reset all the absent messages to the default messages of the PBX. • Click CANCEL to abort editing the Absent Message setting. 3.2.4 System Quick Dial The administrator and PA users with administrative privileges may assign abbreviated numbers in the Dial Number column which are used to call extensions or outside parties without having to dial their full numbers.

  • Page 35: Editing System Quick Dial

    3.2.4 System Quick Dial The following information appears. A Quick Dial Mode: Only available when an MEC/EMEC card is installed in the PBX. • When System appears dimmed, a maximum of 80 Quick Dial numbers can be programmed. If an MEC/EMEC card is installed in the PBX, the drop-down list is activated.

  • Page 36: Deleting System Quick Dial

    3.2.4 System Quick Dial Enter the desired Dial Number (max. 4 digits without an MEC/EMEC card or max. 8 digits with an MEC/ EMEC card) and the Contact Phone Number (max. 32 digits) into the corresponding fields. Click SAVE. The updated information appears in the table as indicated below. 3.2.4.2 Deleting System Quick Dial The administrator and PA users with administrative privileges may delete all the Quick Dial Number settings.

  • Page 37: System Speed Dial

    3.2.5 System Speed Dial 3.2.5 System Speed Dial The administrator and PA users with administrative privileges may add, edit, and delete System Speed Dial numbers available for all extension users. IMPORTANT To access the System Speed Dial function, you need to import the System Speed Dial data from the PBX by following the procedure below.
  • Page 38 3.2.5 System Speed Dial The following information appears. A System Speed Dial Table: Only available when an MEC/EMEC card is installed in the PBX. • For KX-TDA50 When Basic Memory appears dimmed, only the standard System Speed Dial table is available. If an MEC card is installed in the PBX, the drop-down list is activated, and you can select Expanded Memory from the drop-down list and access an additional System Speed Dial table.

  • Page 39: Adding System Speed Dial

    3.2.5 System Speed Dial 3.2.5.1 Adding System Speed Dial The administrator and PA users with administrative privileges may add new System Speed Dial numbers. Click the [Add new Speed Dial] link in the System Speed Dial page. Select a desired System Speed Dial number from the Available System Speed Dialing Numbers drop- down list.

  • Page 40: Deleting System Speed Dial

    3.2.6 DISA AA Destination Setting 3.2.5.3 Deleting System Speed Dial The administrator and PA users with administrative privileges may delete System Speed Dial numbers. Click the [Delete] link in the System Speed Dial page. A confirmation dialogue box will be displayed. Click OK to confirm the deletion.

  • Page 41: Editing Disa Aa Destination Settings

    3.2.6 DISA AA Destination Setting B Dial (0–9): Specifies the destination for each DISA Automated Attendant (AA) number. C [Edit]: Changes the destination for the DISA AA number. D [Delete]: Deletes the destination for the DISA AA number. E (<<), (<), (>), (>>): Displays the DISA AA Destination Setting page.

  • Page 42: Extension Names/Number

    3.2.7 Extension Names/Number A confirmation dialogue box will be displayed. Click OK to confirm the deletion. 3.2.7 Extension Names/Number The administrator and PA users with administrative privileges may assign names and numbers to extensions. It is also possible to assign and edit various settings for each extension. Click Extension Names/Number in the Menu frame.

  • Page 43: Editing Extension Names

    3.2.7 Extension Names/Number G (<<), (<), (>), (>>): Changes the Extension Names/Number page. Note Up to 50 Extension Names/Number settings can be displayed on one page. 3.2.7.1 Editing Extension Names The administrator and PA users with administrative privileges may change extension names. Click the [Edit] link in the Extension Names/Number page.

  • Page 44: Flexible Key

    3.2.7 Extension Names/Number Make the changes into the following fields. A Username: Only available when a PA user accesses from My Phone Settings. Username shows the user name that was registered in the PA User Admin function (Read only). B Extension: Specifies the number of the extension.
  • Page 45 3.2.7 Extension Names/Number The following information appears. Type: • Loop CO (Administrator only) Used to access an idle trunk for making calls. Incoming calls from any trunk arrive at this button. No additional parameter is required. • Single CO (Administrator only) Used to access a specified trunk for making or receiving calls.

  • Page 46: Extension Pin

    TDA600) into the Ext. No./Floating Ext No. field, and then enter the mailbox number of the VPS (max. 4 digits for KX-TDA50/KX-TDA100/KX-TDA200 or max. 5 digits for KX-TDA600) into the Ext. No.of Mailbox field. To assign this button, a Panasonic VPS (e.g., KX-TVA series) is required. Click SET. 3.2.7.4 Extension PIN The administrator and PA users with administrative privileges may change the PIN code for an extension.

  • Page 47: Holiday Table Setting

    3.2.8 Holiday Table Setting 3.2.8 Holiday Table Setting The administrator and PA users with administrative privileges may assign a specific time mode (day, night, lunch, or break) for operation during holidays. Click Holiday Table Setting in the Menu frame. The Holiday Table Setting page is displayed. Select a desired holiday mode (Day/Lunch/Break/Night).

  • Page 48: Time Service Mode

    3.2.9 Time Service Mode Note A confirmation message is displayed in the Holiday Table Setting page to indicate that the setting has been updated. 3.2.9 Time Service Mode The administrator and PA users with administrative privileges may assign the start and end times of the 4 time modes (day, night, lunch, and break).

  • Page 49: Editing Time Table Settings

    3.2.9 Time Service Mode Note Switching time modes manually is possible only from an authorized extension, determined by the COS of the extension. 3.2.9.1 Editing Time Table Settings The administrator and PA users with administrative privileges may change the start and end times of the 4 different modes (day, night, lunch, and break).
  • Page 50 3.2.9 Time Service Mode Select the desired break time (Hour and Minute) for each time mode. Click APPLY to store the break settings. Click OK to return to the Time Service Mode page. Click SET to store the time table. Operating Manual—Server Document Version 2007/2/19...

  • Page 51: Server Settings

    3.3.1 Dial Modification for Dial Copy 3.3 Server Settings 3.3.1 Dial Modification for Dial Copy The administrator and PA users with administrative privileges may program the Telephone Number Modification settings. When an external telephone number is copied from another application to the dial box of PA, or an external telephone number is dialed from another application through PA, the dialed number will be modified automatically.
  • Page 52 3.3.1 Dial Modification for Dial Copy Click Dial Modification for Dial Copy in the Menu frame. The following information appears. A Minimum digits of public telephone number: Specifies the minimum number of digits required to treat the dialed number as an external telephone number.
  • Page 53 3.3.1 Dial Modification for Dial Copy Leading Digits to Remove Added Number (Max. 16 digits) (Max. 8 digits) Other Digits ¯ Corresponding Removed Added Dialed Number Modified Number Table No. Digits Digits +1-201-123-4567 No.1 +1201 — 1234567 +1-222-123-4567 No.2 12221234567 +81-92-123-4567 No.3 01181921234567...

  • Page 54: Remote Alarm Notification

    3.3.3 E-Mail Settings 3.3.2 Remote Alarm Notification The administrator and PA users with administrative privileges may change the Remote Alarm Setting. PA Server (CTI control) sends an error message to the specified email address when the PBX detects a system error.
  • Page 55 3.3.3 E-Mail Settings Click E-Mail Settings in the Menu frame. There are 3 kinds of messages that can be edited. E-Mail message configuration for Add New User operation: PA Manager (Web server) sends this message to a PA user when a new user account is registered. E-Mail message configuration for Edit New User operation: PA Manager (Web server) sends this message to a PA user when a user account is modified.
  • Page 56 3.3.3 E-Mail Settings Operating Manual—Server Document Version 2007/2/19...

  • Page 57: Pa User Functions

    Section 4 PA User Functions Document Version 2007/2/19 Operating Manual—Server...

  • Page 58: My Phone Settings

    4.1.2 Flexible Key 4.1 My Phone Settings IMPORTANT • Before using any functions in My Phone Settings, the administrator must set the extension numbers and profile names of PA users. • To access Flexible Key, Personal Speed Dial, and Extension PIN, PBX Programming Settings Initialization must be performed.

  • Page 59: Personal Speed Dial

    4.1.3 Personal Speed Dial Select the desired extension from the drop-down list. Click OK. Note • For the detailed settings of Flexible Key, refer to 3.2.7.3 Flexible Key. 4.1.3 Personal Speed Dial The administrator and PA users may add, edit, and delete Personal Speed Dial numbers. Click Personal Speed Dial in the Menu frame.
  • Page 60 4.1.3 Personal Speed Dial Select the desired extension from the drop-down list. Click OK. The following information appears. A Extension Profile: Only available when more than one extension profile is set. Select the desired extension profile from the drop-down list. B [Add new Personal Speed Dial]: Allows you to add a new Personal Speed Dial setting.

  • Page 61: Adding Personal Speed Dial

    4.1.3 Personal Speed Dial D Contact Name: Specifies the name of the Personal Speed Dial number. E Contact Number: Specifies the number to be dialed by the Personal Speed Dial number. F [Edit]: Allows you to change the corresponding Personal Speed Dial setting. This link appears after a Personal Speed Dial is set.

  • Page 62: Deleting Personal Speed Dial

    4.1.4 Extension PIN Apply the desired changes to the corresponding fields. Click SAVE. 4.1.3.3 Deleting Personal Speed Dial The administrator and PA users may delete Personal Speed Dial numbers. Click the [Delete] link in the Personal Speed Dial page. A confirmation dialogue box will be displayed. Click OK to confirm the deletion.
  • Page 63 4.1.4 Extension PIN Select the desired extension from the drop-down list. Click OK. Note • For the detailed settings of Extension PIN, refer to 3.2.7.4 Extension PIN. Document Version 2007/2/19 Operating Manual—Server...
  • Page 64 4.1.4 Extension PIN Operating Manual—Server Document Version 2007/2/19...

  • Page 65: Index

    Index Document Version 2007/2/19 Operating Manual—Server...
  • Page 66 Absent Message My Phone Settings Personal System Administrative Privileges Not at My Desk Break Setting One-touch Button Call Forwarding Password Call Park Button Change Password Button Check In Button Forgot Password? Button Check Out Button PBX Programming Settings Initialization Profile Name Date and Time Settings Default Profile Quick Dialing...
  • Page 67 Notes Document Version 2007/2/19 Operating Manual—Server...
  • Page 68 Carolina, Puerto Rico 00985 http://www.panasonic.com/csd Copyright: This material is copyrighted by Panasonic Communications 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 Communications Co., Ltd.

This manual is also suitable for:

Kx-ncs1199Kx-ncs1201Kx-ncs1105Kx-ncs9101Kx-ncs1110

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