Panasonic KX-NCS1101 Quick Reference Manual
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Panasonic KX-NCS1101 Quick Reference Manual

Panasonic KX-NCS1101 Quick Reference Manual

Phone assistant series
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Document Version 2008/2

Quick Reference Guide

KX-NCS1101/KX-NCS1105
Model No.
KX-NCS1110/KX-NCS1199
KX-NCS1201/KX-NCS9101
Phone Assistant Series

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  • Page 1: Quick Reference Guide

    Quick Reference Guide Phone Assistant Series KX-NCS1101/KX-NCS1105 Model No. KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101 Thank you for purchasing this Panasonic product. Please read this manual carefully before using this product and save this manual for future use. Document Version 2008/2...
  • Page 2 Introduction Introduction About the Quick Reference Guide This Quick Reference Guide is designed to serve as an overall technical reference for Panasonic Phone Assistant (PA) series, KX-NCS1101/KX-NCS1105/KX-NCS1110/KX-NCS1199/KX-NCS1201/ KX-NCS9101. It explains how to install the PA applications. The Quick Reference Guide is divided into the following sections:...

  • Page 3: Table Of Contents

    Table of Contents 1 System Outline ..................5 Specifications ........................6 System Connection Diagram ..................10 Procedure for using Phone Assistant ................11 System Requirements ....................12 2 Guide to Phone Assistant Server Software .........15 Installing Phone Assistant Server Software ..............16 Uninstalling Phone Assistant Server Software ............29 Starting Phone Assistant Server for the First Time .............31 E-Mail Settings ........................40 3 Guide to Phone Assistant Client Software ..........41...
  • Page 4 Quick Reference Guide Document Version 2008/2...

  • Page 5: System Outline

    Section 1 System Outline Document Version 2008/2 Quick Reference Guide...

  • Page 6: Specifications

    IP Camera Integration (Panasonic KX-HCM/BB-HCM/BL-C series) If a Panasonic IP Camera is available on the network, images or video streaming from the IP camera can be viewed using PA. Optionally, when a doorphone and a door opener are connected to a PBX, the user may open the door remotely from a PC.
  • Page 7 1.1 Specifications The user can record a conversation to voice mail automatically or manually. If a message is left on a mail box, the message indication will be displayed on PA. • Voice Mail Assistant By clicking the Call Voice Mail button in PA to check voice mail, PA users can operate their voice mail from the PC.
  • Page 8 1.1 Specifications PA Status Functions (Supervisor/Operator) A supervisor/operator can monitor calls to and from other extensions. Both PA users and extension users that are not logged-in to PA can be monitored. A supervisor can use all of the PA Status functions; an operator can use a limited number of functions, such as monitoring and answer calls at other extensions.
  • Page 9 1.1 Specifications PA Status Pro/PA Status Express Mode Comparison Table The tables below detail the differences between Pro mode and Express mode. PA Status Supervisor Operator Functions Pro mode Express mode Pro mode Express mode Extension Monitor 100 groups and 100 5 extensions 100 groups and 100 5 extensions...

  • Page 10: System Connection Diagram

    Each PC running a PA application should be connected to the PBX as illustrated below. Remote Office A Telephone Company B PA Server (CTI control), PA Services (Communication interface), and PA Manager (Web server) C Panasonic KX-TDA/KX-TDE Series PBX D LAN or USB Quick Reference Guide Document Version 2008/2...

  • Page 11: Procedure For Using Phone Assistant

    1.3 Procedure for using Phone Assistant E Voice Processing System F LAN G IP Camera H Doorphone and Door Opener I PA J Proprietary Telephone or Single Line Telephone K PA and PA Status L Portable Station M Cell Station N Proprietary Telephone for making calls from Potable Station O IP Softphone P Headset...

  • Page 12: System Requirements

    1.4 System Requirements 1.4 System Requirements PC (PA Server) Minimum Recommended 1.0 GHz Intel Pentium /Celeron process- 3.2 GHz Intel Pentium/Celeron processor ® ® ® or or comparable CPU or comparable CPU 256 MB 2048 MB Microsoft Windows 2000 Professional Microsoft Windows 2000 Professional ®...
  • Page 13 Local Processor (LPR) software version of the IP-EXT card installed in the PBX must be as follows: PIPEXT Software Version 1.001 or later PVOIPEX Software Version 1.011 or later Compatible IP Cameras Model Panasonic Network Camera (e.g., KX-HCM/BB-HCM/BL-C series) Document Version 2008/2 Quick Reference Guide...
  • Page 14 1.4 System Requirements Quick Reference Guide Document Version 2008/2...

  • Page 15: Guide To Phone Assistant Server Software

    Section 2 Guide to Phone Assistant Server Software Document Version 2008/2 Quick Reference Guide...

  • Page 16: Installing Phone Assistant Server Software

    2.1 Installing Phone Assistant Server Software PA Server (CTI control) can be installed on a separate PC from other PA software, as shown below. A Panasonic KX-TDA/KX-TDE Series PBX B PA Server (CTI control) C PA Services (Communication interface), PA Manager (Web server), and PA Database...
  • Page 17 2.1 Installing Phone Assistant Server Software PA Server (CTI control) can also be installed on the same PC as other PA software, as shown below. A Panasonic KX-TDA/KX-TDE Series PBX B PA Server (CTI control), PA Services (Communication interface), PA Manager (Web server), and PA...
  • Page 18 2.1 Installing Phone Assistant Server Software The Setup Wizard will appear. Click Next to proceed. The Licence Agreement screen will appear. If you agree to the licence terms for this software, click the check box and then click Next to proceed. You must accept the agreement to install Phone Assistant Server.
  • Page 19 2.1 Installing Phone Assistant Server Software The Choose Components screen will appear. It shows which PA Server components will be installed. The following methods for choosing the desired application to install can be selected from the drop-down list on this screen. Full Installation Installs all of the Phone Assistant Server components.
  • Page 20 2.1 Installing Phone Assistant Server Software PA Server Only Installation Installs the PA Server (CTI control) component only. Note It is possible to either install PA Server (CTI control) on the same PC with PA Manager (Web server), PA Services (Communication interface), and PA Database, or on a different PC. However, it is recommended that PA Server (CTI control) is installed together with the other PA Manager (Web server) components.
  • Page 21 2.1 Installing Phone Assistant Server Software Note If the PA Manager (Web server) database component is not currently installed in the PC, the following dialogue box appears. Click Yes to install the PA Manager (Web server) database component. During installation, a banner is displayed. Please wait until installation is completed. Specify the port number for the PA Server (CTI control) (Default port number: 12300).
  • Page 22 2.1 Installing Phone Assistant Server Software The user selects the appropriate model type from the drop-down list. Note If you are installing PA Server on Windows Server 2003, make sure to select TCP/IP for the connection type. Specify the access code for international calls and the international area code. Click Next to proceed.
  • Page 23 2.1 Installing Phone Assistant Server Software This step is necessary only if PA Manager Components Only Installation was selected in step 5. • PA Database Server Name/IP Address The default PA Database Server Name corresponds to the name of the PC in which the PA Server components are installed.
  • Page 24 2.1 Installing Phone Assistant Server Software Enter the PBX System Password for Installer Level, and select the type of PBX to which PA Manager (Web server) and PA Services (CTI control) are connected. Note You cannot change PBX settings or phone settings (except for the Not at My Desk setting) from PA Manager if you select KX-TDA/TDE other MPR Version as your PBX type.
  • Page 25 2.1 Installing Phone Assistant Server Software Select the appropriate language for using PA Manager (Web server) from the drop-down list. Click Next to proceed. Select the Destination Folder to install Phone Assistant Server. By default, the folder path is as shown below.
  • Page 26 2.1 Installing Phone Assistant Server Software Click Install to start installing the software. Note • During installation, Microsoft SQL Server will be loaded onto the PC. • When the PA Server (CTI control) database is newly installed in the system or the PA Server (CTI control) database is overwritten, the following dialogue box will appear.
  • Page 27 2.1 Installing Phone Assistant Server Software The Password Settings screen will appear by clicking Yes. The user can then change the password for the PA Server (CTI control). (Default password: 1234) • If you wish to change the password, enter the new password in the third and the fourth text boxes.
  • Page 28 2.1 Installing Phone Assistant Server Software • PA Server (CTI control) will run automatically every time Windows starts. If you do not wish to run PA Server (CTI control) when Windows starts, uncheck the Load PA Server on Windows StartUp check box. The following icons will be displayed on the desktop.

  • Page 29: Uninstalling Phone Assistant Server Software

    2.2 Uninstalling Phone Assistant Server Software To uninstall PA Server, perform one of the procedures. • Go to Start ® Programs ® Panasonic ® KX-TDA PA Server, and select Uninstall. • Go to Start ® Programs ® Panasonic ® Phone Assistant Manager, and select Uninstall.
  • Page 30 2.2 Uninstalling Phone Assistant Server Software When the software has been uninstalled, the Uninstall Complete screen is displayed. Click Finish to exit the uninstaller. Quick Reference Guide Document Version 2008/2...

  • Page 31: Starting Phone Assistant Server For The First Time

    2.3 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). PA Server (CTI control) will start.
  • Page 32 2.3 Starting Phone Assistant Server for the First Time Click Login. The following screen appears. Note • PA Server runs automatically if the Load PA Server on Windows StartUp check box is checked during installation. • If PA Server (CTI control) and PA Services (Communication interface) are installed on separate PCs, activate PA Server (CTI control) first, and then activate PA Services (Communication interface).
  • Page 33 2.3 Starting Phone Assistant Server for the First Time 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...

  • Page 34: Quick Setup

    2.3 Starting Phone Assistant Server for the First Time Click PA User Admin in the Menu frame. A [Add new user]: Enables you to create new user accounts. B [Quick Setup]: Enables you easily create user accounts with only a limited amount of information. C Username: Displays registered PA user names.
  • Page 35 2.3 Starting Phone Assistant Server for the First Time Click the [Add new user] link in the PA User Administration page. Enter the account information. A Username: Used for authentication when a PA user logs in to PA Server (CTI control) to use PA client software. Max.32 characters.
  • Page 36 2.3 Starting Phone Assistant Server for the First Time B Password: Used for authentication when a PA user logs in to PA Server (CTI control) to use PA client software. Max. 255 characters with an alphanumeric combination. C Confirm Password: Max.
  • Page 37 2.3 Starting Phone Assistant Server for the First Time L Phone Number (Home): Max. 32 characters. M Phone Number (Mobile): Max. 32 characters. N 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. Note If an e-mail address is set, a welcome message will be sent to the newly registered PA user when SAVE is clicked.
  • Page 38 2.3 Starting Phone Assistant Server for the First Time Click the [Quick Setup] link in the PA User Administration page. Select the extension numbers for which you want to create new user accounts, and click SET. A Select All: Selects all the check boxes for each extension. B Cancel All: Clears all the check boxes for each extension.
  • Page 39 2.3 Starting Phone Assistant Server for the First Time C Extension Number: Displays extension numbers programmed in the PBX. D Extension Name programed in PBX: Displays extension names programmed in the PBX. E Characters in Extension Name before first space is assigned as First Name: *1*2 Defines the First Name of PA user account from an extension name.

  • Page 40: E-Mail Settings

    2.4 E-Mail Settings 2.4 E-Mail Settings IMPORTANT PA Server (CTI control) can send messages to a PA user by e-mail, such as a PBX error log or a PA user's forgotten password. You must configure the mail server settings in order to send an e-mail to PA users automatically.

  • Page 41: Guide To Phone Assistant Client Software

    Section 3 Guide to Phone Assistant Client Software Document Version 2008/2 Quick Reference Guide...

  • Page 42: Installing Phone Assistant Client Software

    3.1 Installing Phone Assistant Client Software 3.1 Installing Phone Assistant Client Software Double-click the following setup file. The Installer Language screen will appear. Select the language to be used during installation from the drop-down list, and click OK. The Setup Wizard screen will appear. Click Next to proceed. Quick Reference Guide Document Version 2008/2...
  • Page 43 3.1 Installing Phone Assistant Client Software The Licence Agreement screen will appear. If you agree to the licence terms for this software, click the check box, and then click Next to proceed. You must accept the agreement to install PA. The Optional Feature Selection screen will appear.
  • Page 44 3.1 Installing Phone Assistant Client Software • CRM Integration Select the type of CRM integration to use: – ToolBar + TAPI: Install the Outlook 2003/2007 toolbar and TAPI components. – ODBC + TAPI: Install the ODBC (Open Database Connectivity) and TAPI components. Click Next to proceed.
  • Page 45 3.1 Installing Phone Assistant Client Software The Choose Start Menu Folder screen will appear. Select an available Start Menu folder in the list box, and click Next to proceed. Click Install to start installing the software. Click Back to change any of the installation settings. Once installation is completed, click Finish to close the Setup Wizard.

  • Page 46: Uninstalling Phone Assistant Client Software

    3.2 Uninstalling Phone Assistant Client Software To uninstall PA, perform one of the following procedures. • Go to Start ® Programs ® Panasonic ® Phone Assistant, and select Uninstall. • Go to Control Panel ® Add or Remove Programs, select PA, and remove it.
  • Page 47 3.2 Uninstalling Phone Assistant Client Software The following dialogue box will appear. Click Yes to remove. Uninstallation will start. The following dialogue box will appear. Click Yes to delete the data or click No to keep the data. The following dialogue box will appear when PA is successfully uninstalled. Click OK.
  • Page 48 3.2 Uninstalling Phone Assistant Client Software Click Finish to complete uninstallation. Quick Reference Guide Document Version 2008/2...

  • Page 49: Starting Phone Assistant For The First Time

    3.3 Starting Phone Assistant for the First Time Double-click the shortcut on your desktop, or start the Phone Assistant from the Start menu: Start ® All Programs ® Panasonic ® Phone Assistant ® Phone Assistant Enter the server host name or the IP address.
  • Page 50 3.3 Starting Phone Assistant for the First Time Enter your password in the Your password field. Click Login. Note If 2 or more extensions are set in your profile on PA Manager (Web server), the profile selection dialogue box will appear. Select a profile from the drop-down list and click OK.
  • Page 51 3.3 Starting Phone Assistant for the First Time After you have successfully logged in to PA, the Information Panel will appear in Compact mode. Note For details about operations, refer to the online Help. To show the Help window: Press F1. The pointer will change to Click the item on the PA screen for which you need help.

  • Page 52: Using An Ip Softphone With Phone Assistant

    3.4 Using an IP Softphone with Phone Assistant 3.4 Using an IP Softphone with Phone Assistant Start PA. (Refer to steps 1 to 4 in 3.3 Starting Phone Assistant for the First Time.) Select the Use Softphone check box, and click Login. Note If 2 or more extensions are set in your profile on PA Manager (Web server), the profile selection dialogue box will appear.
  • Page 53 3.4 Using an IP Softphone with Phone Assistant If this is the first time you are logging in using an IP Softphone, the Select IP Extension Type window will appear. Select the IP extension type that your system is using, and click OK. The Information Panel will appear in Compact mode.
  • Page 54 3.4 Using an IP Softphone with Phone Assistant • If audio becomes increasingly delayed the longer you use IP Softphone, there may be a problem with the PC’s audio driver. In this case, install another compatible audio driver (not another version of the same driver).

  • Page 55: Using A Portable Station (Ps) With Phone Assistant

    3.5.1 Registering a PT for Making Calls from a PS 3.5 Using a Portable Station (PS) with Phone Assis- tant A PA user can use a PS as an extension. A proprietary telephone (PT) must be set up in order to make calls from a PS because PA does not support direct operation from a PS.

  • Page 56: Making Calls From A Ps Using Pa

    3.5.2 Making Calls from a PS Using PA Select the extension number to be assigned as a PT for making calls from a PS using the drop-down lists. Note Up to 8 PTs for making calls from a PS can be assigned. Click OK.

  • Page 57: Receiving Calls At A Ps From Another Party

    3.5.3 Receiving Calls at a PS from Another Party 3.5.3 Receiving Calls at a PS from Another Party Press the TALK button on the PS. Note You cannot use PA to answer a call using a PS. Document Version 2008/2 Quick Reference Guide...
  • Page 58 3.5.3 Receiving Calls at a PS from Another Party Quick Reference Guide Document Version 2008/2...

  • Page 59: Phone Assistant Licence Registration

    Section 4 Phone Assistant Licence Registration Document Version 2008/2 Quick Reference Guide...

  • Page 60: Registering A Licence

    Registration ID: Found on the "Licence Information Sheet". Registration Key (KEYCODE): A number issued by the Panasonic web site. To register a PA application licence, follow the procedure below. Right-click the status icon for PA Server (CTI control), and select Settings….
  • Page 61 4.1 Registering a Licence Click License…. Document Version 2008/2 Quick Reference Guide...
  • Page 62 4.1 Registering a Licence The PA License Registration screen appears. Note • The PA License Registration screen contains 3 tabs: PA Pro, IP Softphone Module, and PA Status Pro tab. • Up to 30 licences for PA can be registered. •...
  • Page 63 4.1 Registering a Licence Note • Select the License Type for all licences to be registered. • The Copy button can be used to copy a Registration Number to the Clipboard. Enter the KEYCODE that was issued on the web site into the Registration Key input field. Note •...
  • Page 64 4.1 Registering a Licence Note To register a licence for PA Status or IP Softphone, perform the same procedure on each tab in the PA License Registration screen. Quick Reference Guide Document Version 2008/2...

  • Page 65: Index

    Index Document Version 2008/2 Quick Reference Guide...
  • Page 66 Index Administrative Privileges E-Mail Settings Installing Phone Assistant Client Software Installing Phone Assistant Server Software IP Softphone, Using an IP Softphone with Phone Assistant Operator Operator Console Light Password Settings Portable Station (PS) Making Calls from a PS Using PA Receiving Calls at a PS from Another Party Registering a PT for Making Calls from a PS Using a Portable Station (PS) with Phone Assistant...
  • Page 67 Notes Document Version 2008/2 Quick Reference Guide...
  • Page 68 Notes Quick Reference Guide Document Version 2008/2...
  • Page 69 Notes Document Version 2008/2 Quick Reference Guide...
  • Page 70 Notes Quick Reference Guide Document Version 2008/2...
  • Page 71 Notes Document Version 2008/2 Quick Reference Guide...
  • Page 72 1-62, 4-chome, Minoshima, Hakata-ku, Fukuoka 812-8531, Japan 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-ncs1105Kx-ncs1199Kx-ncs1201Kx-ncs1110Kx-ncs9101

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