PassageWay® Telephony Manager R2.
Copyright 1998 Lucent Technologies All Rights Reserved Printed in U.S.A. 560-201-109 Comcode 108239393 Issue 2 July 1998 Notice While reasonable efforts were made to ensure that the information in this document was complete and accurate at the time of printing, Lucent Technologies can assume no responsibility for any errors or liability for any direct or consequential damages resulting from use of the information.
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Contents 1 Introduction 2 What is PassageWay Telephony Manager? 1-1 1-1 Support for TAPI 1-4 New Features in Release 2.
Contents 3 2-78 Removing the PassageWay Service Provider 2-83 Removing Telephony Manager 2-84 Using the Telephony Manager Applications 3-1 3-1 Overview Overview 4-1 4-1 Troubleshooting Telephony Manager 4-2 General Troubleshooting for the PassageWay Service Provider 4-13 PassageWay Adapter LEDs 4-21 Troubleshooting Connect 4-23 4 Using Telephony Manager 3-2 Using Phonebook 3-4 Using Log Manager 3-6 Using Anywhere Dialer 3-8 Using Script Editor 3-11
Contents A PC Serial Ports B A-1 A-1 Background A-2 Workarounds and Solutions to the IRQ Conflict Problem A-7 Selecting an Add-On Serial Port Card A-10 Changing the Settings for the 8411 Telephone B-1 C Overview B-1 Programming Procedure B-5 PassageWay Service Provider Planning Form IN Overview Overview C-1 C-1 Index IN-1 v
Figures 2 Installing and Configuring Telephony Manager 2-1. PassageWay Adapter Installed with a Local Power Supply 2-2. PassageWay Adapter Installed with Telephone Closet Power 2-3. Find PassageWay Phone Dialog Box 2-4. Sample PassageWay Configurator - COM Port Dialog Box 2-5. Telephone Models Dialog Box 2-6. Sample Telephone Options Dialog Box 2-7. Sample Phone Line Information Dialog Box 2-8. Sample Feature Buttons Dialog Box 2-9. Feature Access Codes Dialog Box 2-10.
Introduction 1 Contents What is PassageWay Telephony Manager? Support for TAPI New Features in Release 2.
Introduction 1 What is PassageWay Telephony Manager? PassageWay® Telephony Manager is a set of computer telephony integration (CTI) applications enabling you to control telephone calls (both incoming and outgoing) directly from your IBM®-compatible personal computer (PC). These applications run with Microsoft® Windows® 95, Microsoft Windows NT™ Workstation 4.0 or later, and Microsoft Windows NT Server 4.
Introduction take notes during calls place calls on hold hang up calls transfer calls set up and manage conference calls program speed dial buttons program and invoke system feature buttons Phonebook Phonebook is a card file application that enables you to maintain names, addresses, telephone numbers, and other information you need.
Introduction Script Editor Script Editor is an application that enables you to automate routine tasks by recording scripts that you can run with Telephony Manager. Scripts are user-defined tasks (such as, running a program, redirecting a call, or performing a set of actions).
Introduction Support for TAPI Telephony Manager runs with the Microsoft Windows Telephony Application Programming Interface (TAPI). To be used with a DEFINITY system, Telephony Manager requires the PassageWay Service Provider software, which is a device driver that enables TAPI-compliant applications (such as Telephony Manager) to communicate with your DEFINITY telephone.
Introduction About This Guide Chapter 1 - Introduction This chapter describes the structure and content of this guide. This chapter also provides a brief introduction to Telephony Manager. Chapter 2 - Installing and Configuring Telephony Manager This chapter describes how to install and configure the PassageWay Telephony Manager software and the PassageWay Service Provider software.
Introduction User Responsibilities Before using the PassageWay Telephony Manager applications, you should be familiar with basic Windows functions and procedures. If not, consult your Microsoft Windows User's Guide. You also may need to contact your PC vendor for information on configuring your PC to meet PassageWay Telephony Manager requirements. Online Help To access procedures on how to use the Telephony Manager applications, consult the online help for each application.
Introduction Conventions Used in This Guide The following conventions are used in this guide: Commands and text you should enter appear in this style of type. Values, instructions, and prompts that appear on the screen are in this style of type. Components of dialog boxes (such as boxes) appear in this style of type. Key names that are always located on the keyboard in the same place appear in all capital letters (for example, ENTER).
Introduction Getting Help If you have questions about or problems with PassageWay Telephony Manager applications that this guide or the online help does not resolve, call the Lucent Technologies National Customer Care Center at 1 800 242-2121 or your local Authorized Dealer.
Installing and Configuring Telephony Manager 2 Contents Overview New Telephony Manager Users Upgrading from Telephony Manager Release 1 PassageWay Telephony Manager Components PassageWay Telephony Manager Requirements Installing and Configuring the PassageWay Service Provider 2-1 2-12 2-16 Before You Begin Connecting Your 8411 Telephone to Your PC Connecting Your Callmaster VI Telephone to Your PC Installing the PassageWay Adapter Install the PassageWay Adapter with a Local Power Supply Insta
Contents Installing the PassageWay Service Provider Software Configuring 7400 Series, 8400 Series, and Callmaster Telephones Configuring 6400 Series Telephones Installing the Telephony Manager Software Starting Telephony Manager Configuring the Dialing Information Configuring Telephony Manager and Phonebook Options Removing the PassageWay Service Provider Removing Telephony Manager 2-ii 2-24 2-32 2-50 2-66 2-70 2-74 2-78 2-83 2-84
Installing and Configuring Telephony Manager 2 Overview This chapter provides the procedures for installing and configuring PassageWay Telephony Manager and the PassageWay Service Provider. The information you must follow in this chapter depends on whether you have an earlier version of Telephony Manager installed on your PC. New Telephony Manager Users This section applies to new Telephony Manager users.
Installing and Configuring Telephony Manager 3. Install and configure the PassageWay Service Provider by performing the procedures in the section “Installing and Configuring the PassageWay Service Provider” on page 2-11. NOTE: If you will not use Telephony Manager with a DEFINITY system, you can skip Step 3. The PassageWay Service Provider is required to use Telephony Manager with a DEFINITY system. To install and configure the PassageWay Service Provider, you must perform the following procedures: a.
Installing and Configuring Telephony Manager 5. Start Telephony Manager by performing the procedures in the section “Starting Telephony Manager” on page 2-70. 6. Configure the dialing information for Telephony Manager by performing the procedures in the section “Configuring the Dialing Information” on page 2-74. 7. Configure how Telephony Manager and Phonebook will operate by performing the procedures in the section “Configuring Telephony Manager and Phonebook Options” on page 2-78.
Installing and Configuring Telephony Manager Upgrading from Telephony Manager Release 1 This section applies to users who have Telephony Manager Release 1. If you have do not have Telephony Manager Release 1 installed, refer to the previous section, “New Telephony Manager Users.” If you have Telephony Manager Release 1 installed on your PC, perform the following steps: 1.
Installing and Configuring Telephony Manager 5. Install and configure the new PassageWay Service Provider software by performing the procedures in the section “Installing and Configuring the PassageWay Service Provider” on page 2-11 in this chapter. To install and configure the PassageWay Service Provider, you must perform the following procedures: a. Read the section “Before You Begin” on page 2-12 to make sure you have the necessary information to set up and configure the PassageWay Service Provider. b.
Installing and Configuring Telephony Manager PassageWay Telephony Manager Components Telephony Manager consists of the following components: a CD-ROM NOTE: If you require 3-1/2” diskettes, please contact the PassageWay Fulfillment Center at 860 434-3961 and request the diskette version of software for Telephony Manager R2. this guide (A PDF version of this guide is located in the Getting Started Guide directory on the CD-ROM. Consult the Readme file in this directory for more information.
Installing and Configuring Telephony Manager a Windows-compatible pointing device (a mouse or trackball is recommended) NOTE: If you want to use Telephony Manager with your DEFINITY telephone, you must have an available serial port in your PC that is dedicated to the PassageWay Service Provider. The PassageWay Service Provider cannot share a serial port with other devices.
Installing and Configuring Telephony Manager any of the following telephones if you want to use Telephony Manager with a DEFINITY system: 6400 Series telephones 7400 Series telephones 8400 Series telephones Callmaster® Series telephones NOTE: A complete list of all the telephones supported by the PassageWay Service Provider is provided in the PassageWay Service Provider software (also known as the “PassageWay Configurator”). For caller ID capabilities, your telephone must have: a display.
Installing and Configuring Telephony Manager If you are using an 8411 telephone or Callmaster VI telephone, you may need one of three serial cables (a 9-pin to 25-pin cable, a 25-pin to 25pin cable, or a 9-pin to 9-pin cable). The serial cable connects the 8411 telephone or Callmaster VI telephone to the serial port on your PC. If you have an 8411 telephone, use the 9-pin to 25-pin cable if your PC has a 9-pin serial port or the 25-pin to 25-pin cable if your PC has a 25-pin serial port.
Installing and Configuring Telephony Manager a local power supply, a D6AP cord, and a 400B or 400B2 adapter The local power supply, D6AP cord, and 400B or 400B2 adapter provide power for the PassageWay adapter if your telephone does not have auxiliary power supplied from a power source in the wire closet (telephone closet). Ask your company’s DEFINITY System Manager if you have a question about whether you already have auxiliary power to your telephone.
Installing and Configuring Telephony Manager Installing and Configuring the PassageWay Service Provider This section describes how to install and configure the PassageWay Service Provider. You must perform the procedures in this section if you want to use Telephony Manager with a DEFINITY system. You should install the PassageWay Service Provider before you install Telephony Manager.
Installing and Configuring Telephony Manager Before You Begin This section describes the information that is required to install and configure the PassageWay Service Provider. If your company has a DEFINITY G3 V5 or later system, you can download the configuration information for your telephone from the DEFINITY system automatically. However, to use this feature, you must: have a display telephone.
Installing and Configuring Telephony Manager If your company’s DEFINITY system supports the PASTE feature, you only need to know the following information to configure the PassageWay Service Provider. (Use Appendix C to record this information.
Installing and Configuring Telephony Manager Call Park Call Pickup Forward Off Forward On Leave Word Calling Leave Word Cancel Priority Send All Calls Off Send All Calls On Speed Call Program NOTE: Depending on your telephone, you may be unable to program some of these features. Any features that are not supported by your telephone will be disabled. You can get these access codes from your DEFINITY System Manager.
Installing and Configuring Telephony Manager the number of the COM port (for example, COM1, COM2, COM3, COM4, etc.) to which you are connecting the serial cable from the 8411 telephone or the Callmaster VI telephone, or the PassageWay adapter for all other telephones. (PassageWay supports up to COM9.) If you are unable to determine the number of the COM port, you can set PassageWay to determine the COM port for you when you install the software.
Installing and Configuring Telephony Manager Connecting Your 8411 Telephone to Your PC This section describes how to connect an 8411 telephone to your PC. Only perform the steps in this section if you have an 8411 telephone. Otherwise, see “Connecting Your Callmaster VI Telephone to Your PC” or “Installing the PassageWay Adapter.” The 9-pin to 25-pin serial cable connects your PC and your 8411 telephone, enabling you to access the DEFINITY system from your PC.
Installing and Configuring Telephony Manager Connecting Your Callmaster VI Telephone to Your PC This section describes how to connect a Callmaster VI telephone to your PC. Only perform the steps in this section if you have a Callmaster VI telephone. Otherwise, see “Connecting Your 8411 Telephone to Your PC” or “Installing the PassageWay Adapter.” The 9-pin to 9-pin serial cable connects your PC and your Callmaster VI telephone, enabling you to access the DEFINITY system from your PC.
Installing and Configuring Telephony Manager Installing the PassageWay Adapter This section describes how to connect the PassageWay adapter to your PC and your telephone. Only perform the steps in this section if your PassageWay adapter is not installed already or if you do not have an 8411 telephone or a Callmaster VI telephone. If you have an 8411 telephone, see “Connecting Your 8411 Telephone to Your PC.” If you have a Callmaster VI telephone, see “Connecting Your Callmaster VI Telephone to Your PC.
Installing and Configuring Telephony Manager Install the PassageWay Adapter with a Local Power Supply Perform the following steps if your telephone requires a local power supply. You will need the 400B or 400B2 adapter, D6AP cable, and power supply provided. Refer to Figure 2-1 while installing the PassageWay adapter. The numbers in Figure 2-1 indicate the procedure steps. To install the PassageWay adapter with a local power supply: 1. Turn off your PC. 2. Unplug the line cord from the wall jack. 3.
Installing and Configuring Telephony Manager 13. Check the LED on the top of the PassageWay adapter. If the red LED is “on,” proceed to Step 14. If the red LED is “off,” proceed to the section “PassageWay Adapter LEDs” in Chapter 4. If the red LED is “blinking,” proceed to the section “PassageWay Adapter LEDs” in Chapter 4. 14. Turn on your PC. Proceed to “Installing the PassageWay Service Provider Software.
Installing and Configuring Telephony Manager Phon e 9-pin to 9-pin cord or 9-pin to 25-pin cord from adapter to PC serial port (COM 1, 2, 3, etc.) Line Step 9 Step Step 3 8 Step 5 Wall Step Step 12 Step 4 6 Step 11 Figure 2-1.
Installing and Configuring Telephony Manager Install the PassageWay Adapter with Telephone Closet Power Perform the following steps if your telephone has auxiliary power. Refer to Figure 2-2 while installing the PassageWay adapter. The numbers in Figure 2-2 indicate the procedure steps. Phon e Line 9-pin to 9-pin cord or 9-pin to 25-pin cord from adapter to PC serial port (COM 1, 2, 3, etc.) Step Step 9 7 Step Step 8 Step 6 3 Wall Figure 2-2.
Installing and Configuring Telephony Manager To install the PassageWay adapter with telephone closet power: 1. Turn off your PC. 2. Unplug the line cord from your telephone. 3. Connect the line cord to the jack labeled “Line” on the PassageWay adapter. 4. Check the LED on the top of the PassageWay adapter. If the red LED is “on,” proceed to Step 5. If the red LED is “off,” proceed to the section “PassageWay Adapter LEDs” in Chapter 4.
Installing and Configuring Telephony Manager Installing the PassageWay Service Provider Software This section describes how to install and configure the PassageWay Service Provider. You can modify the PassageWay Service Provider configuration information later by running the PassageWay Configurator. NOTE: If you have an earlier version of PassageWay Solution, you must exit Connect or AT&TConnect (if it is running) before installing the new PassageWay Service Provider.
Installing and Configuring Telephony Manager 4. If you are installing from CD-ROM, insert the Telephony Manager CDROM into the CD-ROM drive of your PC. If the Autorun feature is enabled on your PC, the PassageWay Setup dialog box appears. Proceed to Step 7. If you are installing from a shared directory on a network server, proceed to Step 5. If you are installing from diskette, insert PassageWay Service Provider diskette #1 into the diskette drive of your PC. Proceed to Step 5. 5.
Installing and Configuring Telephony Manager 8. Choose the Next button. The Select Destination Directory dialog box appears. This dialog box displays the name of the directory where the PassageWay Service Provider software will be installed by default. 9. If the default directory is unacceptable, choose the Browse button and specify an alternate directory. Otherwise, proceed to Step 10. 10. Choose the Next button. The Select App Folder dialog box appears.
Installing and Configuring Telephony Manager 15. Choose the Finish button. The PassageWay Configurator is launched, and it displays the Find PassageWay Phone dialog box. Figure 2-3. Find PassageWay Phone Dialog Box The PassageWay Configurator is a software application that enables you to set up the PassageWay Service Provider. Until you set up the PassageWay Service Provider, you will be unable to use any TAPI applications.
Installing and Configuring Telephony Manager NOTE: The PassageWay Configurator does not verify whether the information you enter is correct. When you run a TAPI application (for example, Telephony Manager), the PassageWay Service Provider tries to use the information you entered via the PassageWay Configurator. If the information you entered in the PassageWay Configurator was correct, the TAPI application works properly.
Installing and Configuring Telephony Manager If the PassageWay Configurator did not find the COM port to which your telephone or PassageWay adapter is connected, the PassageWay Link Not Found message box appears. Choose the OK button. The PassageWay Configurator - COM Port dialog box appears, and no COM port option button is selected. Figure 2-4.
Installing and Configuring Telephony Manager 17. Perform one of the following steps: If PassageWay “found” the COM port for you, choose the Continue button. If PassageWay did not find the COM port for you, select the option button of the COM port in your PC to which your telephone (if you have an 8411 telephone or Callmaster VI telephone) or PassageWay adapter is connected, and then choose the Continue button. The Telephone Models dialog box appears. Figure 2-5.
Installing and Configuring Telephony Manager Depending on the type of telephone you are using, proceed to the appropriate section of this chapter: If you are using a 7400 Series, 8400 Series, or Callmaster telephone, proceed to “Configuring 7400 Series, 8400 Series, and Callmaster Telephones” later in this chapter. If you are using a 6400 Series telephone, proceed to “Configuring 6400 Series Telephones” later in this chapter.
Installing and Configuring Telephony Manager Configuring 7400 Series, 8400 Series, and Callmaster Telephones If you are using a 7400 Series, 8400 Series, or Callmaster telephone, perform the following steps to configure your telephone: 1. From the Telephone Models dialog box, select the telephone you are using, and then choose the Continue button. If you are using a Callmaster VI telephone, the Phone Line Information dialog box appears. Proceed to Step 4.
Installing and Configuring Telephony Manager The Telephone Options dialog box enables you to specify whether your telephone has an external voice adjunct (that is, an external speakerphone or a headset adapter), if supported. 2. In the External Voice Adjuncts area, select the external voice adjunct you have (if any). NOTE: If you have a non-display telephone, the Advanced button is present. The Advanced button gives you the ability to use display features such as caller ID.
Installing and Configuring Telephony Manager 3. When you are finished, choose the Continue button. The Phone Line Information dialog box appears. Figure 2-7.
Installing and Configuring Telephony Manager This dialog box presents a representation of the buttons on your telephone. If your company has a DEFINITY G3 V5 or later system, the PassageWay Configurator can automatically download the following information for your telephone from the DEFINITY system via the Auto Config button: the location and type (that is, primary line, bridged line, or monitored line) of call appearances on your telephone.
Installing and Configuring Telephony Manager If you do not use the Auto Config button, you will use the Phone Line dialog box to specify the location and type for each call appearance on your telephone. You can specify the following types of call appearances: Primary Line, which is the extension of your telephone. Bridged Line, which is the extension of another person’s telephone to which you have full access (that is, you can “bridge” onto calls appearing at that person’s telephone).
Installing and Configuring Telephony Manager d. Choose the OK button. The Enter PASTE Feature Access Code dialog box appears. You must enter the PASTE feature access code for your DEFINITY system. Without this feature access code, the PassageWay Configurator cannot download your telephone’s configuration information from the DEFINITY system. Consult your DEFINITY System Manager to get this feature access code. e. Enter the PASTE feature access code, and then choose the Continue button.
Installing and Configuring Telephony Manager If you do not have a Callmaster VI telephone, the Phone Line Information dialog box appears, displaying the locations of all call appearances and feature buttons on your telephone. You cannot change any of this information during this session. To change this information, you must restart the PassageWay Configurator. Proceed to Step h. h. Choose the Continue button.
Installing and Configuring Telephony Manager If you select one of the other options, another dialog box appears. You must enter the appropriate information in that dialog box, and then choose the OK button in that dialog box. 7. Repeat Steps 5 and 6 for any other call appearances on your telephone. 8. When you are finished, choose the Continue button. If you are using a Callmaster VI telephone, the Feature Access Codes dialog box appears. Proceed to Step 13.
Installing and Configuring Telephony Manager If you are using a 7400 Series, 8400 Series, or Callmaster telephone other than a Callmaster VI, the Feature Buttons dialog box appears. Figure 2-8. Sample Feature Buttons Dialog Box NOTE: The Feature Buttons dialog box only shows the buttons on your telephone to which features can be programmed. This dialog box does not show the soft keys on your telephone (if available).
Installing and Configuring Telephony Manager Using this dialog box, you specify the location of call handling features assigned to buttons on your telephone by the DEFINITY System Manager. By specifying the locations of feature buttons, other telephony applications can use these call handling features to enhance their operation.
Installing and Configuring Telephony Manager Send All Calls Speed Call Button Speed Call Program NOTE: Features that cannot be programmed to buttons on your telephone are disabled (that is, you cannot program these features). Make sure you specify the correct type and location of each feature assigned to buttons on your telephone. If you incorrectly specify any of this information, your system will not work as expected. 9. Choose a button where a feature is assigned.
Installing and Configuring Telephony Manager Release Send All Calls Speed Call Button Speed Call Program Cancel 10. Choose the appropriate feature for the selected button. The label for the selected feature appears on the button. 11. Repeat Steps 9 and 10 for any other buttons. 12. When you are finished, choose the Continue button. The Feature Access Codes dialog box appears. Figure 2-9.
Installing and Configuring Telephony Manager Using this dialog box, you can program the following features to your telephone: Auto Call Back Off Auto Call Back On Call Answer Back Call Park Call Pickup Forward Off Forward On Leave Word Calling Leave Word Cancel Priority Send All Calls Off Send All Calls On Speed Call Program NOTE: Before you can program these features to your telephone, you must know the associated feature access codes.
Installing and Configuring Telephony Manager 13. In the box to the right of the feature you want to program, enter the access code for that feature. 14. Repeat Step 13 for any other features you want to program. 15. When you are finished, choose the Continue button. The PassageWay Configurator - Complete message box appears. 16. Choose the OK button. The Configuration Complete message box appears. 17. Choose the OK button. The Verify Firmware Version dialog box appears.
Installing and Configuring Telephony Manager 18. Choose the Next button. If you are using Windows 95 and the check box was selected, Connect starts, verifies the PassageWay link, and then checks the firmware version. If the firmware is current, the Connect button appears at the bottom of your screen. Proceed to Step 22. If the firmware is not current, a Connect dialog box appears, stating that the PassageWay firmware is not fully compatible with Connect. Proceed to Step 19.
Installing and Configuring Telephony Manager 19. Choose the Yes button to update the PassageWay firmware now. A dialog box appears, stating that the PassageWay firmware is about to be downloaded. NOTE: You will be unable to make or receive any calls during the download. The download process takes several minutes. 20. Hang up any calls that are on your telephone, and then choose the OK button. The firmware is downloaded to the PassageWay adapter or 8411 telephone.
Installing and Configuring Telephony Manager The View README File dialog box appears. If you want to view the Readme file now, make sure the check box is selected. (This check box is selected by default.) If you do not want to view the Readme file now, make sure the check box is not selected. 23. Choose the Finish button. If the Readme file check box was selected, the Notepad window appears, displaying the contents of the Readme file. Proceed to Step 24.
Installing and Configuring Telephony Manager If you need to modify any of the information for your telephone (for example, lines or features are added to or removed from your telephone), run the PassageWay Configurator. The PassageWay Configurator is located in the application folder that contains the PassageWay Service Provider. (The default application folder is PassageWay for DEFINITY.
Installing and Configuring Telephony Manager Configuring 6400 Series Telephones If you are using a 6400 Series telephone, perform the following steps to configure your telephone: 1. From the Telephone Models dialog box, select the telephone you are using, and then choose the Continue button. Depending on the type of telephone you selected, one of the following dialog boxes appears: If you selected a 6402, 6408, or 6408+ telephone, the Advanced Options dialog box appears. Figure 2-10.
Installing and Configuring Telephony Manager The Advanced Options dialog box gives you the ability to use display features such as caller ID. Using this dialog box, you can specify that your extension has display capabilities even though your telephone does not have a display. However, in order for your extension to have these display capabilities, your DEFINITY System Manager must administer you extension for display capabilities. Perform the following steps: i.
Installing and Configuring Telephony Manager If you selected a 6400 Series telephone other than a 6402, 6408, or 6408+ telephone, the Phone Line Information dialog box appears. Figure 2-11. Sample Phone Line Information Dialog Box for a 6408D Telephone This dialog box presents a representation of the buttons on your telephone.
Installing and Configuring Telephony Manager If your company has a DEFINITY G3 V5 or later system, the PassageWay Configurator can automatically download the following information for your telephone from the DEFINITY system via the Auto Config button: the location and type (that is, primary line, bridged line, or monitored line) of call appearances on your telephone. the location of features assigned to buttons on your telephone.
Installing and Configuring Telephony Manager have a Next feature button administered on your telephone, depending on your type of telephone. If you have a 6400 Series telephone without a display, you must have a Next feature button administered on your telephone. However, if you have a 6400 Series telephone with a display, you do not need a Next feature button administered on your telephone.
Installing and Configuring Telephony Manager b. Choose Next. The Next label appears on the button you selected. c. Choose the Auto Config button. The PASTE Requirements dialog box appears, stating the requirements for using this feature. If your system meets the requirements, proceed to Step d. Otherwise, choose the Cancel button and proceed to Step 3 to manually configure the PassageWay Configurator. d. Choose the OK button. The Enter PASTE Feature Access Code dialog box appears.
Installing and Configuring Telephony Manager g. Choose the OK button. The Feature Access Codes dialog box appears, displaying the feature access codes for your DEFINITY system. You cannot change any of this information during this session. To change this information, you must restart the PassageWay Configurator. h. Choose the Continue button. The PassageWay Configurator - Complete message box appears. i. Proceed to Step 14. 3. Choose the location of a call appearance on your telephone.
Installing and Configuring Telephony Manager 6. When you are finished, choose the Continue button. The Feature Buttons dialog box appears. Figure 2-12. Sample Feature Buttons Dialog Box NOTE: The Feature Buttons dialog box only shows the buttons on your telephone to which features can be programmed. This dialog box does not show the soft keys on your telephone (if available).
Installing and Configuring Telephony Manager Using this dialog box, you specify the location of call handling features assigned to buttons on your telephone by the DEFINITY System Manager. By specifying the locations of feature buttons, other telephony applications can use these call handling features to enhance their operation.
Installing and Configuring Telephony Manager NOTE: Features that cannot be programmed to buttons on your telephone are disabled (that is, you cannot program these features). Make sure you specify the correct type and location of each feature assigned to buttons on your telephone. If you incorrectly specify any of this information, your system will not work as expected. 7. Choose a button where a feature is assigned.
Installing and Configuring Telephony Manager Speed Call Program Cancel 8. Choose the appropriate feature for the selected button. The label for the selected feature appears on the button. 9. Repeat Steps 7 and 8 for any other buttons. 10. When you are finished, choose the Continue button. The Feature Access Codes dialog box appears. Figure 2-13.
Installing and Configuring Telephony Manager Using this dialog box, you can program the following features to your telephone: Auto Call Back Off Auto Call Back On Call Answer Back Call Park Call Pickup Forward Off Forward On Leave Word Calling Leave Word Cancel Priority Send All Calls Off Send All Calls On Speed Call Program NOTE: Before you can program these features to your telephone, you must know the associated feature access codes.
Installing and Configuring Telephony Manager 13. When you are finished, choose the Continue button. The PassageWay Configurator - Complete message box appears. 14. Choose the OK button. The Configuration Complete message box appears. 15. Choose the OK button. The Verify Firmware Version dialog box appears. If you want to verify that your PassageWay adapter has current firmware, make sure the check box is selected. (This check box is selected by default.
Installing and Configuring Telephony Manager If you are using Windows NT and the check box was selected, the Pumpware Module starts, verifies the PassageWay link, and then checks the firmware version. If the firmware is current, the Pumpware window appears. Proceed to Step 20. If the firmware is not up-to-date, a Pumpware Module dialog box appears, stating that the PassageWay firmware is not fully compatible with the Pumpware Module. Proceed to Step 17.
Installing and Configuring Telephony Manager 19. Choose the OK button. Depending on your version of Windows, Connect or the Pumpware Module verifies the PassageWay link. While the PassageWay link is verified, the mouse arrow becomes an hourglass. When Connect or the Pumpware Module is finished verifying the link, the hourglass becomes an arrow again. The PassageWay link verification message box remains on your screen. Proceed to Step 20. 20.
Installing and Configuring Telephony Manager 23. Choose the OK button. The Install dialog box appears. 24. Remove the diskette from the diskette drive (if you are installing from diskette), and choose the OK button. Depending on your version of Windows, either the system or Windows restarts. The PassageWay Service Provider is now installed.
Installing and Configuring Telephony Manager Installing the Telephony Manager Software This section describes how to install Telephony Manager. To install Telephony Manager: 1. Start Windows (if it is not running already). 2. Shut down all applications running on your PC. 3. If you are installing from CD-ROM, insert the Telephony Manager CD-ROM into the CD-ROM drive of your PC. If the Autorun feature is enabled on your PC, the PassageWay Setup dialog box appears. Proceed to Step 6.
Installing and Configuring Telephony Manager If you are installing from diskette, double-click on the diskette drive icon, and then double-click on setup.exe. The PassageWay Telephony Manager Setup dialog box appears. Proceed to Step 7. 6. Select the PassageWay Telephony Manager option button, and then choose the OK button. The PassageWay Telephony Manager Setup dialog box appears. 7. Choose the Next button. The Select Destination Directory dialog box appears.
Installing and Configuring Telephony Manager 14. Choose the Next button. The Add to StartUp dialog box appears. 15. If you would like to have the Anywhere Dialer application added to your Startup folder so that it starts every time you start your system, make sure the first check box is selected. (The check box is selected by default.) Anywhere Dialer allows you to use Telephony Manager to dial telephone numbers that are located in other applications. 16.
Installing and Configuring Telephony Manager 20. When you are finished reading the Readme file, select Exit from the File menu to close the Notepad window. NOTE: If you have any other Notepad windows open, you must close all of them now. The installation will not continue until all Notepad windows are closed. The About To Restart Windows message box appears. Depending on your system, you may have to restart your PC. 21. Choose the OK button.
Installing and Configuring Telephony Manager Starting Telephony Manager If you did not have a previous version of Telephony Manager installed, the first time you start Telephony Manager you are prompted to configure the following settings: the number of primary call appearances on your telephone. You can enter up to 32 call appearances, but no more than 6 call appearances will be displayed in the Telephony Manager window.
Installing and Configuring Telephony Manager To start Telephony Manager: 1. Select the Start button. The Start menu appears. 2. Select Programs. 3. Select the application folder that contains PassageWay Telephony Manager. (The default application folder is PassageWay Telephony Manager.) 4. Select PassageWay Telephony Manager. If you have configured the Dialing Properties for your PC previously, the Number of Calls dialog box appears the first time you start Telephony Manager. Figure 2-14.
Installing and Configuring Telephony Manager If you have not configured the Dialing Properties for your PC previously, a message box appears, prompting you to configure your dialing locations. Choose the OK button. The Dialing Properties dialog box appears. Perform Steps 3 to 9 in the next section “Configuring the Dialing Information” to configure your dialing locations and then perform the steps in this procedure. 5.
Installing and Configuring Telephony Manager 8. Choose the OK button. If only one telephony provider is installed on your PC (that is, either the PassageWay Service Provider or the Unimodem Service Provider), the Telephony Manager window appears. Proceed to “Configuring the Dialing Information,” later in this chapter. If both the PassageWay Service Provider and the Unimodem Service Provider are installed and configured on your PC, a message box appears, stating that you must select a service provider.
Installing and Configuring Telephony Manager Configuring the Dialing Information This section describes how to configure the following dialing information: the digit(s) you must dial before you can make a local call (that is, an external call) the digit(s) you must dial before you can make a long-distance call the area code for your telephone To configure the dialing information: 1. From the View menu in the Telephony Manager window, choose Dialing Properties.
Installing and Configuring Telephony Manager Figure 2-15.
Installing and Configuring Telephony Manager 2. If you are using Windows 95, choose the Dialing Properties button. The Dialing Properties dialog box appears. Figure 2-16. Sample Dialing Properties Dialog Box 3. In the I am dialing from box, select Default Location. 4. In The area code is box, enter the area code for your location. 5. In the I am in box, select your country.
Installing and Configuring Telephony Manager 6. In the First dial for local box, enter the digit(s) you must dial to access an outside line for local calls (for example, “9”). Once you enter the digit(s), you do not need to enter them when you make calls from Telephony Manager. Telephony Manager inserts the digit(s) automatically. 7. In the First dial for long distance box, enter the digit(s) you must dial to access an outside line for long-distance calls (for example, “9”).
Installing and Configuring Telephony Manager Configuring Telephony Manager and Phonebook Options This section describes how to configure the following: how you want Telephony Manager and Phonebook to operate when you receive and answer calls. whether you want Telephony Manager to match the caller ID for calls against entries in your Phonebook directory. whether you want Phonebook to start automatically every time you start Telephony Manager.
Installing and Configuring Telephony Manager To configure the Phonebook options: 1. From the Options menu in the Telephony Manager window, choose Preferences. The Preferences dialog box appears. Figure 2-17. Preferences Dialog Box 2. In the Application Pop Options area, select the Show Telephony Manager on Ringing check box to specify whether Telephony Manager will appear when you receive a call.
Installing and Configuring Telephony Manager 3. Select the Show Phonebook on Answer check box to specify whether the Phonebook window will appear when you answer a call. A check mark in the Show Phonebook on Answer check box indicates that the Phonebook window will appear when you answer a call. 4. Select the Show Notes Screen on Answer check box to specify whether the Log Notes and Details window will appear when you answer a call.
Installing and Configuring Telephony Manager 6. Select the Launch Phonebook at start of application check box to enable or disable Phonebook to start automatically when Telephony Manager starts. A check mark in the Launch Phonebook at start of application check box indicates that Phonebook will start automatically when Telephony Manager starts. 7.
Installing and Configuring Telephony Manager You have finished configuring Telephony Manager and Phonebook. Refer to Chapter 3 to start the Telephony Manager applications. If you need information about features and procedures for Telephony Manager, Phonebook, Log Manager, Anywhere Dialer, Auto-Task Manager, and Script Editor, be sure to consult the online help that is provided with these applications.
Installing and Configuring Telephony Manager Removing the PassageWay Service Provider Use the following procedure to remove the PassageWay Service Provider. To remove the PassageWay Service Provider from your PC: 1. Close all PassageWay applications and telephony applications. 2. Select the Start button. The Start menu appears. 3. Select Programs. 4. Select the application folder that contains the PassageWay Service Provider. (The default application folder is PassageWay for DEFINITY.) 5.
Installing and Configuring Telephony Manager Removing Telephony Manager Use the following procedure to remove Telephony Manager. To remove Telephony Manager from your PC: 1. Close all PassageWay applications and telephony applications. 2. Select the Start button. The Start menu appears. 3. Select Programs. 4. Select the application folder that contains Telephony Manager. (The default application folder is PassageWay Telephony Manager.) 5. Select UnInstaller for Telephony Manager.
Using the Telephony Manager Applications 3 Contents Overview Using Telephony Manager 3-1 3-3 Starting Telephony Manager 3-2 Using Phonebook 3-4 Starting Phonebook 3-5 Using Log Manager 3-6 Starting Log Manager 3-7 Using Anywhere Dialer 3-8 3-8 3-9 Starting Anywhere Dialer Making Calls with Anywhere Dialer Using Script Editor 3-11 3-12 Starting Script Editor Using Auto-Task Manager 3-13 3-14 Starting Auto-Task Manager 3-i
Using the Telephony Manager Applications 3 Overview This chapter provides an overview of each Telephony Manager application and describes how to start each application. Refer to the online help for each application for the specific tasks you can perform with the application.
Using the Telephony Manager Applications Using Telephony Manager Telephony Manager is a software application that enables you to control telephone calls (both incoming and outgoing) directly from your IBMcompatible PC.
Using the Telephony Manager Applications Starting Telephony Manager If you specified that you wanted Telephony Manager to be added to your Startup folder during installation, Telephony Manager is started automatically when you start your system. Depending on the selections you made when you installed Telephony Manager, you can start Telephony Manager in the following ways: Double-click on the Telephony Manager desktop shortcut. Select PassageWay Telephony Manager from the Start menu.
Using the Telephony Manager Applications Using Phonebook Phonebook is a card file application that serves as your phone book in which you store names, addresses, and phone numbers. By clicking the mouse, you can place calls directly from Phonebook. To understand how Phonebook operates, it is helpful to recall how a card file works.
Using the Telephony Manager Applications Unlike a card file, Phonebook enables you to perform the following tasks quickly and easily: place calls directly from a card modify the card field labels for all the cards in all of the Phonebook directories include notes for each card You can convert your existing telephone number/address files (such as AT&TCall files and Message Manager files) into Phonebook files by selecting the Import command from the File menu in Phonebook.
Using the Telephony Manager Applications Using Log Manager Log Manager is an application that stores information on incoming and outgoing calls by automatically generating a call record. The information stored includes the date, time and duration of the call, the number dialed or the number received, the status of the call, the type of call, the subject of the call, and the name of the person. Log Manager allows you to add and modify the notes for a call record.
Using the Telephony Manager Applications Starting Log Manager To start Log Manager: 1. Select the Start button. The Start menu appears. 2. Select Programs. 3. Select the application folder that contains PassageWay Log Manager. (The default application folder is PassageWay Telephony Manager.) 4. Select PassageWay Log Manager. The Log Manager window appears. Refer to the online help to use Log Manager.
Using the Telephony Manager Applications Using Anywhere Dialer Anywhere Dialer is an application that enables you to dial telephone numbers from any Windows application via Telephony Manager. Starting Anywhere Dialer If you specified that you wanted Anywhere Dialer to be added to your Startup folder during installation, Anywhere Dialer is started automatically when you start your system. When running, the Anywhere Dialer icon appears in the system tray on the Windows Taskbar.
Using the Telephony Manager Applications 4. Select PassageWay Anywhere Dialer. The Anywhere Dialer icon appears in the system tray on the Windows Taskbar. Making Calls with Anywhere Dialer To make a call with Anywhere Dialer: 1. Make sure Anywhere Dialer is running. 2. Open the application that has the telephone number you want to dial. 3. Highlight (that is, select) the telephone number you want to dial. 4.
Using the Telephony Manager Applications When Anywhere Dialer places a call, the Telephony Manager window becomes active if it is already open (that is, not minimized). If the Telephony Manager window is minimized, it “pops” open automatically when Anywhere Dialer places a call. You can set whether the Telephony Manager window “pops” open if it is minimized when you make calls using Anywhere Dialer. See “Set Telephony Manager to pop on dialing” in the Anywhere Dialer online help.
Using the Telephony Manager Applications Using Script Editor Script Editor is an application that enables you to automate routine tasks by creating scripts that you can run with Telephony Manager. For example, using Script Editor, you can program automatic “screen pops,” where your database application searches your files to find a match with the information for the incoming call (such as the caller ID number or caller ID name) automatically.
Using the Telephony Manager Applications Once you enter the keystrokes and commands to perform the actions described above, you can incorporate this script into an auto-task in the AutoTask Manager, enabling you to have Telephony Manager execute this script when a call rings at your telephone or when you answer a call. Starting Script Editor To start Script Editor: 1. Select the Start button. The Start menu appears. 2. Select Programs. 3.
Using the Telephony Manager Applications Using Auto-Task Manager Auto-Task Manager is an application that enables you to specify criteria (for example, incoming call or outgoing call, calling party number, calling party name, called party number, called party name, or call prompting digits) that will “trigger” tasks to run automatically. For example, suppose you wanted to have certain incoming calls redirected to another extension.
Using the Telephony Manager Applications Starting Auto-Task Manager To start Auto-Task Manager: 1. Select the Start button. The Start menu appears. 2. Select Programs. 3. Select the application folder that contains PassageWay Auto-Task. (The default application folder is PassageWay Telephony Manager.) 4. Select PassageWay Auto-Task Manager. The Auto-Task Manager window appears. Refer to the online help to create, modify, and activate auto-tasks and auto-task groups.
Troubleshooting 4 Contents Overview Troubleshooting Telephony Manager General Troubleshooting for the PassageWay Service Provider PassageWay Adapter LEDs Troubleshooting Connect 4-1 4-2 4-13 4-21 4-23 4-i
Troubleshooting 4 Overview This chapter provides information that can assist you in solving problems you might encounter when you install, start, and use the Telephony Manager applications. This chapter is divided into the following sections: Troubleshooting Telephony Manager General Troubleshooting for the PassageWay Service Provider PassageWay Adapter LEDs Troubleshooting Connect Refer to the appropriate section to find the information required to solve your particular problem.
Troubleshooting Troubleshooting Telephony Manager This section presents some common problems that you might encounter while using Telephony Manager. Problem 1: No API is available after installation. If Telephony Manager shows the error "No API available" immediately after installation, try rebooting the machine and then restarting Telephony Manager. This will often clear up the problem.
Troubleshooting Problem 3: When you start Telephony Manager, a message box appears displaying the message: There are no telephony service providers available on your computer. A service provider is required for your computer to communicate with your telephone or modem. Please install and configure a service provider and try again. This message appears if the PassageWay Service Provider is not installed on your PC. You must have TAPI and the Unimodem or PassageWay Service Provider (version 2.
Troubleshooting If the service provider that Telephony Manager was using is not installed (that is, you uninstalled the service provider), perform the following steps: 1. Choose the OK button to close the message box. 2. Reinstall the service provider. 3. Restart Telephony Manager. 4. Select the new service provider using the Change Telephony Provider option in the View menu. If the service provider is already installed, choose the OK button in the message box.
Troubleshooting Problem 8: Telephony Manager starts successfully, but the following message is displayed in the Call Status area at the bottom of the Telephony Manager window: Telephony is not available. If you are using the PassageWay Service Provider, there may be a problem with your telephone, the connection between your telephone and your PC, or your company's DEFINITY system. Perform the following steps: 1. Check the connection between your PC and your telephone or PassageWay adapter. 2.
Troubleshooting Problem 10: The Mute and Volume Control buttons are disabled. The Mute button and Volume Control buttons only work with 8411 telephones and Callmaster VI telephones. However, the Mute button will not work with an 8411 telephone if an external speaker is installed. Problem 11: During a conference call started by another caller, you are unable to drop/hang up from the call while using the telephone handset.
Troubleshooting Problem 13: The Drop Last button does not function properly in the Conference Manager. If you use the Conference Manager, it is possible that you may encounter a problem using the Drop Last feature in the Conference Manager window. After a conference is established and parties drop off of the conference (that is, the far end party leaves the conference), the Telephony Manager Conference Manager will not update to reflect just the parties that remain on the conference.
Troubleshooting Problem 16: Call Forwarding is not supported on phones without speakerphones. Due to a limitation with the Service Provider, call forwarding is not supported on telephones that do not have speakerphones. This is true even if you go off-hook on such a telephone. Additionally, the Send All Calls (SAC) feature is not supported on these telephones unless a feature button is administered.
Troubleshooting Problem 20: You are unable to hear digits being dialed when making calls with Telephony Manager (or other TAPI applications). If you have a 7403, 7405, or 7407D01A telephone, you will not hear the digits being dialed when you make calls with TAPI applications such as Telephony Manager. Even though you cannot hear the digits being dialed, the call will be completed properly. Problem 21: Calls are not being completed.
Troubleshooting 4. Choose Call Pickup. The Call Pickup label appears on the button. 5. Choose the Continue button. The Feature Access Codes dialog box appears. 6. Choose the Continue button. The PassageWay Configurator - Complete message box appears. 7. Choose the OK button. 8. Restart Telephony Manager. Problem 23: You cannot access the Dialpad window when any dialog box is open. To use the Dialpad window, you must first close the open dialog box(es).
Troubleshooting Problem 26: When you start Phonebook or Log Manager, you receive the following message: Run-Time Error 7 - Out of Memory. If you are using Windows 95, there is either not enough memory or not enough hard disk space available to start Phonebook or Log Manager. Close some other applications that are running and then try to start Phonebook or Log Manager. If Phonebook or Log Manager still does not run, free up some disk space and then try to start the application.
Troubleshooting Problem 30: Scripts you created with Script Editor are not working properly. If your script is not working properly, try to identify where the script is failing, and insert a delay at those points in the script. If this does not solve your problem, try recreating the script without using your mouse (that is, use keystrokes and commands). Scripts that consist of keystrokes and commands are more reliable than scripts that contain recorded mouse movements.
Troubleshooting General Troubleshooting for the PassageWay Service Provider This section presents some common problems you might encounter while using TAPI applications such as Telephony Manager with the PassageWay Service Provider. For each problem, a strategy is presented that you can follow to isolate and solve your problem. Problem 1: When you start the PassageWay Configurator, a message box appears displaying the message: PassageWay Link Not Found.
Troubleshooting Perform the following steps: 1. Make sure no telephony applications are running on your PC. If any telephony applications are running, close them. 2. Look at the back of your PC and verify the COM port to which the serial cable from your 8411 telephone, Callmaster VI telephone, or PassageWay adapter is connected. 3. Check the PC-side and telephone-side cabling associated with your 8411 telephone, Callmaster VI telephone, or PassageWay adapter.
Troubleshooting If you have an 8400 Series telephone (with display), press the following buttons on your telephone dialpad: SHIFT MUTE # #. The bottom, left-corner of the telephone's display will show either LINK:2W or LINK:4W. LINK:2W indicates that you have a 2-wire telephone, while LINK:4W indicates that you have a 4-wire telephone. b. Look at the bottom of your PassageWay adapter to determine whether it is a 2-wire adapter or a 4-wire adapter.
Troubleshooting If the PassageWay Link Test fails, note the error number and refer to the next section, "Troubleshooting Connect." If all tests pass successfully, run the TAPI-compliant application. 3. Verify that you have an up-to-date version of the PassageWay firmware in your 8411 telephone or PassageWay adapter. You must have an up-to-date version of the PassageWay firmware before you can use any TAPI-compliant applications.
Troubleshooting If you are using Windows NT 4.0 or later, select PassageWay Pumpware Module. A dialog box appears informing you whether the PassageWay firmware is out of date. If the dialog box states that the PassageWay firmware is out of date, choose the Yes button to load (or "pump") the new PassageWay firmware to the 8411 telephone or PassageWay adapter. If the dialog box states that the PassageWay is up to date, choose the No button. The PassageWay firmware is now verified.
Troubleshooting Problem 5: A message box appears displaying the message: A required component of the DEFINITY Service Provider is corrupt. The registry contains an inconsistent SwitchType. Re-installing the DEFINITY software may fix this problem. Uninstall and reinstall the PassageWay Service Provider. Problem 6: A message box appears displaying the message: A required component of the DEFINITY Service Provider is corrupt. The registry does not contain a valid PassageWayPath setting.
Troubleshooting Problem 10: A message box appears displaying the message: A required component of the DEFINITY driver (file name) could not initialize properly. Re-installing the DEFINITY software may fix this problem. Uninstall and reinstall the PassageWay Service Provider. Problem 11: A message box appears displaying the message: A required registry entry of the DEFINITY Service Provider is missing (DEFINITY). Re-installing the DEFINITY software may fix this problem.
Troubleshooting Choose the Yes button to load (or "pump") the new PassageWay firmware to the 8411 telephone or PassageWay adapter. Follow the on-screen prompts to "pump" the new firmware. When you are finished, close Connect. If you are using Windows NT 4.0 or later, select PassageWay Pumpware Module. A dialog box appears informing you that the PassageWay firmware is out of date. Choose the Yes button to load (or "pump") the new PassageWay firmware to the 8411 telephone or PassageWay adapter.
Troubleshooting PassageWay Adapter LEDs This section describes the error conditions represented by the LEDs on top of the PassageWay adapter. Problem 1: All LEDs are "off." This indicates that your PassageWay adapter is not receiving power. Your telephone system wiring may not support the remote powering of adjuncts. Consult your DEFINITY System Manager to obtain the proper wall power supply to power your PassageWay adapter or to correct any wiring problems that may be the cause.
Troubleshooting 2. Look at the bottom of your PassageWay adapter to determine whether it is a 2-wire adapter or a 4-wire adapter. If the label states, "PassageWay Solution Two-Wire DCP Interface," you have a 2-wire PassageWay adapter, which only operates with 2-wire telephones. If the label does not state, "PassageWay Solution Two-Wire DCP Interface," you have a 4-wire PassageWay adapter, which only operates with 4-wire telephones.
Troubleshooting Troubleshooting Connect This section presents some common problems that you might encounter while using Connect. For each problem, a strategy is presented that you can follow to isolate and solve your problem. NOTE: Connect is only present with Windows 95. Connect is not present with Windows NT 4.0 or later. Problem 1: Connect displays the message: This application requires a serial port and terminates. This message indicates that Connect cannot find an available serial port on your system.
Troubleshooting Problem 2: Connect displays its Communications Error dialog box within a few seconds after it is run. This message indicates that Connect cannot communicate properly with your telephone. This message can appear for one of the following reasons: If you have an 8411 telephone or Callmaster VI telephone, your telephone is not connected properly to your PC serial port.
Troubleshooting Also insure that any RS-232 cables and adapters that you might be using to connect the telephone or PassageWay adapter to your PC are NOT null modem cables (a special type of cable), and that the total length of the combined RS-232 cabling does not exceed about 40 feet (the length should be as short as is convenient for your setup). Insure your 8411 telephone or Callmaster VI telephone is receiving power.
Troubleshooting Failure Code -101 Meaning: The Link test could not be completed due to insufficient memory. Things to Try: Close one or more applications; then retry the Link test. Failure Code -102, -103 Meaning: The Link test could not be completed because the currently selected COM port is in use by another application. Things to Try: Close the application that is using the designated COM port; then retry the Link test.
Troubleshooting Failure Code -112 Meaning: The connection between your PC's COM port and the 25-pin connector on your telephone may be faulty. Things to Try: Verify that the connection between your PC's COM port and the telephone is secure. Verify that the COM port number you selected during the Connect setup procedure matches the number of the COM port that is physically connected to your telephone. If you are using an auxiliary power supply, verify that it is properly installed.
Troubleshooting Failure Code -122, -142 Meaning: Your PassageWay Link has reported an internal problem. Things to Try: Try connecting your 8411 telephone, Callmaster VI telephone, or PassageWay adapter to a different COM port on your PC. Verify that the connection between your PC's COM port and the 8411 telephone, Callmaster VI telephone, or PassageWay adapter is secure.
Troubleshooting Failure Code -143 Meaning: The 8411 telephone, Callmaster VI telephone, or PassageWay adapter is not properly connected to your DEFINITY system. The PassageWay adapter may also not be properly connected to your telephone. Things to Try: Verify the connections between your 8411 telephone, Callmaster VI telephone, or PassageWay adapter and your DEFINITY system. Failure Code -144 Meaning: The PassageWay adapter is not properly connected to your telephone.
Troubleshooting Problem 4: Connect occasionally displays its initialization window while one or more PassageWay applications are running. Connect displays its initialization window whenever it establishes (or reestablishes) communication with the telephone. Generally, this window is displayed only once, at the time when a single PassageWay application is first executed.
PC Serial Ports A Overview This appendix provides detailed information about PC serial ports, including background information about what they are and how they work. It also explains how Microsoft Windows 3.1 manages serial ports, how to resolve problems using COM3 or COM4 under Windows, and how to choose serial port hardware that is well-suited to the PassageWay Service Provider. If you are familiar with serial port terminology (for example, I/O port addresses, IRQs, etc.
PC Serial Ports Background Serial ports (also sometimes referred to as communications ports or COM ports) are hardware interfaces that permit your PC's microprocessor to communicate with peripheral devices using a communications standard called RS-232 (hence, serial ports are also sometimes referred to as RS-232 ports). Many common computer accessories make use of serial ports, including serial mice, modems, and serial printers.
PC Serial Ports The microprocessor/serial port communication consists of two aspects: an I/O port address and an interrupt request signal (IRQ). The I/O port address represents a small region of the microprocessor's input/output memory space that is used to pass data back and forth to the serial port.
PC Serial Ports In the PC architecture, IRQs acts like the doorbell in our analogy: They provide a method by which hardware devices in the computer can get the microprocessor's attention to deal efficiently with some process. The serial port hardware makes use of an IRQ to announce that it is ready to receive more outgoing data and/or that new data have arrived from the peripheral device that need to be processed.
PC Serial Ports The table below lists the default I/O port addresses and IRQs used by the serial ports of IBM-PC/AT-compatible computers: Serial Port Device Name COM1 COM2 COM3 COM4 I/O Port Address IRQ 03F8 02F8 03E8 02E8 4 3 4 3 The values in this table play an important part in understanding the "wrinkles" associated with serial ports: although there is provision for up to four serial ports, with four unique I/O addresses, there are only two unique IRQs associated with them (recall that most PCs re
PC Serial Ports Serial Ports Under Windows Unlike the DOS-only world of yesterday, today's multitasking environments like Windows permit the microprocessor to communicate with up to four active serial port devices at the same time (COM1 through COM4).
PC Serial Ports Workarounds and Solutions to the IRQ Conflict Problem It is important to remember that the IRQ conflict is a problem in hardware; it cannot be resolved in software alone. Consequently, there are only three alternatives for working around or resolving it: Workaround 1: Configure your serial devices such that you use only two at any one time, and those two use serial ports with unique IRQs.
PC Serial Ports Given the scenario described in item (1) above (that is, a mouse on COM1, a fax/modem card on COM2, and the PassageWay Service Provider on COM3), you might buy a bus mouse and configure it to use, say, IRQ2 or IRQ5. This would then permit you to move the PassageWay Service Provider onto COM1 (IRQ4), where it then could be used simultaneously with both the mouse and the fax/modem.
PC Serial Ports For example, consider once again the scenario of a COM1 mouse, a COM2 fax/modem card, and a COM3 PassageWay Service Provider. If the COM3 serial port is located on an add-on card that permits IRQs other than 3 or 4 to be selected, you could configure the COM3 serial port to use a different (available) IRQ in your system, say IRQ5.
PC Serial Ports Selecting an Add-On Serial Port Card This section presents advice on how to choose an add-on serial port card for use with the PassageWay Service Provider. Because the PassageWay Service Provider does not have any unique requirements with respect to serial ports, this advice applies generically to selecting a serial port for use with any peripheral. In general, there are two main things to consider when selecting a serial port for use with the PassageWay Service Provider: 1.
PC Serial Ports 2. For best performance with the PassageWay Service Provider, choose a card that has hardware support for high-speed communications. The PassageWay Service Provider operates at a relatively high data rate (9600 baud), and it relies on Windows to manage the flow of data through your PC's serial port. Depending upon your configuration, Windows may have problems maintaining high data rates through traditional serial ports.
Changing the Settings for the 8411 Telephone B Overview Using the SHIFT and MUTE buttons on your 8411 telephone, you can change or view the following settings: Enable or disable the speakerphone (the default is 2-way speakerphone enabled) 2-digit code: 77 or SP Setting: 1 - Enable 2-way speakerphone 2 - Enable 1-way speaker 3 - Disable 2-way speakerphone Enable or disable the Mute functions (the default is Mute enabled) 2-digit code: 68 or MU Setting: 1 - Enable the Mute function 2 - Disable the M
Changing the Settings for the 8411 Telephone Select a ringing preference for an incoming call when you are busy on another call (the default is Continuous Ringing) 2-digit code: 74 or RG Setting: 0 - No Ring 1 - One Ring 2 - Continuous Ringing Enable or disable the status lights (next to Button #9) for the PassageWay interface (the default setting is Status Lights disabled) 2-digit code: 79 or PW Setting: 1 - Enable the status lights 2 - Disable the status lights NOTE: By default, Button #9 is enab
Changing the Settings for the 8411 Telephone Select whether the I-1 Channel or the I-2 Channel will be used for Analog Adjunct transmission 2-digit code: 42 or IC Setting: 1 - Select I1-Channel for Analog Adjunct transmission 2 - Select I2-Channel for Analog Adjunct transmission Set the audio volume control levels for the speakerphone and handset (the default is retention of the current volume settings for both speakerphone and handset until you change the settings) 2-digit code: 48 or HV Setting: 0
Changing the Settings for the 8411 Telephone View the settings for the Compander, Display Font (Domestic or International), DLI, Primary level, and Adjunct level 2-digit code: 11 NOTE: You can perform this procedure only with an 8411D telephone. View the software version currently installed in the 8411 telephone and determine whether the telephone is operating in 4-wire or 2-wire mode. 2-digit code: ## NOTE: You can perform this procedure only with an 8411D telephone.
Changing the Settings for the 8411 Telephone Programming Procedure This section describes how to change or view the setting for your 8411 telephone. NOTE: You can view the settings for your telephone only if you have an 8411D telephone. To change or view the settings for your 8411 telephone: NOTE: Make sure the ringer is off, and the display (if present) is in Normal mode. If a headset adapter is connected to the telephone, make sure it is in the on-hook state. 1.
PassageWay Service Provider Planning Form C Overview This appendix provides a planning form to help you configure the PassageWay Service Provider. On this form, record the following information: the type of telephone you have the feature access codes for your DEFINITY system. Consult your DEFINITY System Manager for these access codes Use this form when you install and configure the PassageWay Service Provider.
PassageWay Service Provider Planning Form Telephone Type: _____________________________________ Feature PASTE Auto Call Back Off Auto Call Back On Call Answer Back Call Park Call Pickup Forward Off Forward On Leave Word Calling C-2 DEFINITY Feature Access Code
PassageWay Service Provider Planning Form Leave Word Cancel Priority Send All Calls Off Send All Calls On Speed Call Program C-3
Index 6400 6400 Series telephones configuring, 2-50 7400 7400 Series telephones configuring, 2-32 8400 8400 Series telephones configuring, 2-32 8411 telephones installing serial cable, 2-16 programming with SHIFT MUTE codes, B-1 A Anywhere Dialer make calls, 3-9 overview, 3-8 starting, 3-8 using, 3-8 application programming interface, 1-4 area code set for TAPI, 2-74 AT&TCall convert files to Phonebook, 2-82, 3-5 import files to Phonebook, 2-82, 3-5 AutoSizing setting, 2-70 Auto-Task Manager overview,
Index D dial prefixes set for TAPI, 2-74 Dialpad window troubleshooting, 4-10 documentation conventions, 1-7 Drop Last button troubleshooting, 4-7 L local calls set for TAPI, 2-74 Log Manager overview, 3-6 starting, 3-7 troubleshooting, 4-11 using, 3-6 long-distance calls set for TAPI, 2-74 H headsets troubleshooting, 4-8 help, 1-6, 1-8 hold calls troubleshooting, 4-8 I installation checklist, 2-13 installing PassageWay adapter, 2-18 PassageWay Service Provider, 2-24 PassageWay Telephony Manager, 2-66 s
Index P PassageWay adapter installing, 2-18 local power supply, 2-19 telephone closet power, 2-22 troubleshooting, 4-21 wire closet power, 2-22 PassageWay Service Provider installing, 2-24 overview, 1-4, 2-11 Paste feature, 2-12, 2-35, 2-53 planning form, A-1 removing, 2-83 requirements, 2-12 setting up, 2-13 troubleshooting, 4-13 uninstalling, 2-83 PassageWay Telephony Manager components, 2-6 configuring, 2-70 existing users, 2-4 installing, 2-66 new features, 1-4 new installation, 2-1 new users, 2-1 over
Index SHIFT MUTE codes programming, B-1 support, 1-8 T TAPI dialing information, 2-74 installing PassageWay Service Provider, 2-24 installing PassageWay Telephony Manager, 2-66 overview, 1-4 removing PassageWay Service Provider, 2-83 setting up, 2-13 troubleshooting, 4-13 technical support, 1-8 Telephony Manager components, 2-6 configuring, 2-70 existing users, 2-4 new features, 1-4 new installation, 2-1 new users, 2-1 overview, 1-1, 3-2 removing, 2-84 requirements, 2-6 running, 3-3 set Phonebook options,
Index U Unimodem overview, 1-4 uninstalling PassageWay Service Provider, 2-83 PassageWay Telephony Manager, 2-84 user responsibilities, 1-6 V Volume Control buttons troubleshooting, 4-6 IN-5
How Are We Doing? We welcome your feedback on this document. Your comments can be of great value in helping us improve our documentation. Document Title: PassageWay® Telephony Manager R2.0 for DEFINITY® Enterprise Communications Server Getting Started Document Number 560-201-109 Comcode 108239393 Issue 2 July 1998 1.
Other suggestions for improvement? __________________________________________________________________________ __________________________________________________________________________ 3. What did you like most about this document? __________________________________________________________________________ __________________________________________________________________________ 4. Feel free to write any comments below or on an attached sheet.
