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Panasonic KX-NCPSeries Quick Reference Manual

Communication assistant client.
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Quick Reference Guide

Communication Assistant Client
KX-NCP/KX-TDE Series
Model No.
KX-NS1000
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 4.0 or later
In this manual, the suffix of each model number is omitted (e.g., KX-NCP500NE).

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   Summary of Contents for Panasonic KX-NCPSeries

  • Page 1: Quick Reference Guide

    KX-NCP/KX-TDE Series Model No. KX-NS1000 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 4.0 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

    Introduction Note The contents and design of the software are subject to change without notice. Trademarks: • Microsoft, Internet Explorer, Outlook, Active Directory, Windows, Windows Server, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

  • Page 4: Table Of Contents

    Table of Contents Table of Contents 1 Features ....................5 2 System Connection Diagram ..............31 3 System Requirements ................32 4 Software Installation ................34 Before Installation ......................34 Installing and Starting CA Client ...................34 Uninstalling CA Client ....................38 Quick Reference Guide...

  • Page 5: Features

    1 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

    One-look Networking (KX-NS1000 PBXs only) A One-look network is where multiple KX-NS1000 PBXs in multiple locations are connected and managed over an IP network. One PBX serves as the Master unit, which controls one or more PBXs, known as Slave units.

  • Page 7

    This feature supports LDAP v3 compliant databases (e.g. Microsoft Active Directory ). However, this feature ® ® may not work with some LDAP compliant databases, depending on the database’s specifications. My List If CA Server is installed on your network, you can personalise which contacts to display in the contact list using the My List function.

  • Page 8: Network Features

    Restricting Contacts by Presence If CA Server is installed on your network, you can restrict which of your contacts are available to be called by other CA Client users, according to your presence. Example 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.

  • Page 9

    Check the box for Enable Exchange Schedule Integration. In Exchange User Account, enter your Exchange user account. Format: [user name]@[domain name] For example, if your user name is "user123", and the domain of the Exchange server is "test.panasonic.com", enter "user123@test.panasonic.com". Quick Reference Guide...

  • Page 10

    Note If the Exchange User Account input area is greyed out, the user name must be entered using CA Web Manager for CA Server. For details, contact your system administrator. Click New to add a schedule keyword and associated presence from the Function List. For example, enter the schedule keyword, "meeting"...

  • Page 11

    Microsoft Outlook Toolbar The following CA features can be accessed from Outlook, as shown above. Many of the features are the same as in CA Client. Call status of current calls Dial box Answer Hang up Call history Park retrieve Contact list Click this button to display the contact name and calling options for contacts who match the e-mail address of the currently selected e-mail, or the information of the currently selected contact in Outlook.

  • Page 12

    Call Control Many of the call control features in CA are available from Outlook as well. During a call, the call control bar is displayed. Unified Messaging System Integration (KX-NS1000 users only) If you are connected to a KX-NS1000 PBX, you can also access the following features with Outlook: –...

  • Page 13

    Note In a One-look network, the UM mailbox may be located on a Slave unit and not the Master unit. Ask your network administrator for details. – The user name is your UM mailbox extension number. – The password is your UM Message Client Mailbox Password. –...

  • Page 14: Call History

    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 15

    During a call: When calling a busy extension: Quick Reference Guide...

  • Page 16: 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 17

    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 18

    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 19

    For details, refer to the documentation for the KX-NS1000. • Automatically close playback window by Timer: Specify the amount of time until the connection to the UM system is ended if there is no activity. Click OK. Voice Processing System (VPS) Integration (KX-NCP/KX-TDE series PBXs only) You can record conversations to voice mail automatically or manually.

  • Page 20

    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 21

    Note When using CA Client in a thin client environment, the following features are not available: • IP Softphone • 1st Party TSP features • 3rd Party CRM Integration • Microsoft Outlook Integration 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.

  • Page 22: Supervisor Features

    Operator Console Interface Note • To enable extension control features, your extension must be assigned as a manager in its COS settings on the PBX. • To use the Listen-In function, your extension must have "Call Monitor" enabled in its COS settings on the PBX.

  • Page 23

    CA Supervisor Interface CA Supervisor Call Control Note • To use supervisor features when connecting to the PBX directly, your extension must be assigned as the supervisor of an ICD group in the PBX settings. • To use the Listen-In function, your extension must have "Call Monitor" enabled in its COS settings on the PBX.

  • Page 24

    – CCServer (installed on a dedicated server) – CCView Middleware • The information collected by CA Supervisor cannot be shared with CCView. • System requirements for CCView and CCServer may differ from CA Client. • A 3rd Party CTI Link Activation Key (KX-NSF101) is required for KX-NS1000 users to use CCServer with CA.

  • Page 25

    Free Activation Keys Activation Key KX-NCP500/ KX-TDE100/ KX-NS1000 KX-TDE600 Type KX-NCP1000 KX-TDE200 240 (PBX Mode) Basic-Express 1022 (Server Mode) 60-day Free Trial Activation Keys Activation Key KX-NCP500/ KX-TDE100/ KX-NS1000 KX-TDE600 Type KX-NCP1000 KX-TDE200 Operator Console Supervisor – – – Thin Client Server –...

  • Page 26

    Note • These dial modification settings can only be made through CA Client when accessing the PBX directly. If CA Server is used, settings must be made through the CA Server Web Manager. Example Copy a telephone number from another application. Paste the number into CA Client’s dial box by pressing CTRL+V.

  • Page 27

    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 28

    ü SIP Extension ü Only Panasonic KX-UT series SIP phones connected to a KX-NS1000 PBX can be used with CA. Other SIP phones and PBX systems are not supported. • The following table shows which features are not available when using CA with the specified phone types.

  • Page 29

    KX-UT Feature IP-PT/DPT Series SIP Phone Listen-In ü ü Busy Override ü ü Take Over ü ü TRS Change using the CA interface ü Timed Reminder (Wake-up Call) ü ü ü This feature can be used in CA Supervisor and CA Operator Console modes only. •...

  • Page 30: Absent Message

    • When using a KX-UT series SIP phone with CA Client, even if Transfer automatically when new call is made during talking is disabled in the Preferences screen of the Option window, operation will be the same as if it were enabled (making a new call while in a conversation with another party will always transfer the call to the new party).

  • Page 31: 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 (KX-NCP/KX-TDE series PBXs only) PC running CA Client Proprietary Telephone or Single Line Telephone Doorphone and Door Opener IP Proprietary Telephone or SIP Phone...

  • Page 32: 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 33

    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 KX-NS1000 PCMPR Software File Version 001.00000 or later •...

  • Page 34: Software Installation

    4.2 Installing and Starting CA Client 4 Software Installation 4.1 Before Installation Before beginning the installation of CA Client, please perform the following: Download and install the Microsoft .NET Framework from the Microsoft Web site. • Version 3.5 (Service Pack 1 or later) of the Microsoft .NET Framework is required. •...

  • Page 35

    4.2 Installing and Starting CA Client When you start CA Client for the first time, the screen below is displayed. Select the display language, and enter your international call access number and international area code. You must enter your international area code in order to proceed. Select your operating mode: •...

  • Page 36

    4.2 Installing and Starting CA Client Enter your extension number and password. If this is the first time you are logging in for the extension, leave the password blank. Click Login. If you are allowed to log in with a blank password, a dialogue box is displayed prompting you to create a password.

  • Page 37: Network Settings

    4.2 Installing and Starting CA Client After you have entered a new password, the CA Client main screen is displayed. Notice If CA Server has been installed on your network, before changing CA Client from a PBX connection to a CA Server connection, it is recommended to uninstall CA Client, then reinstall it.

  • Page 38: Uninstalling Ca Client

    4.3 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. • From the Control Panel, double-click Add or Remove Programs, select Communication Assistant, and then click Remove.

  • Page 39

    Notes Quick Reference Guide...

  • Page 40

    1-62, 4-chome, Minoshima, Hakata-ku, Fukuoka 812-8531, Japan Panasonic System Networks Co., Ltd. 2010 PSQX4923UA KK0808MP5121...

This manual also for:

Kx-ns1000, Kx-tde series

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