Beruflich Dokumente
Kultur Dokumente
KX-NCS1101/KX-NCS1105
KX-NCS1110/KX-NCS1199
KX-NCS1201/KX-NCS9101
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-NCS-1110/KX-NCS1199/KX-NCS1201/KXNCS9101. It explains how to install the PA applications.
The Quick Reference Guide is divided into the following sections:
Section 1 System Outline
Provides general information on the Phone Assistant series, including connection and system
requirement.
Section 2 Guide to Phone Assistant Server Software
Explains how to install and uninstall PA Server software, and how to register a PA client user.
Section 3 Guide to Phone Assistant Client Software
Explains how to install and uninstall PA client software, and how to use an IP Softphone and a Portable
Station with PA.
Section 4 Phone Assistant Licence Registration
Explains about licence registration.
Note
In this manual, the following application names will be expressed in English.
Phone Assistant (PA)
PA Manager
PA Server
PA Services
PA Database
PA Status
Trademarks:
Microsoft, Outlook, Windows and Windows Server are either registered trademarks or trademarks of
Microsoft Corporation in the United States and/or other countries.
Intel, Pentium and Celeron are trademarks or registered trademarks of Intel Corporation or its subsidiaries
in the United States and other countries.
All other trademarks identified herein are the property of their respective owners.
Screen shots reprinted with permission from Microsoft Corporation.
Table of Contents
1 System Outline .........................................................................................5
1.1
1.2
1.3
1.4
Specifications .................................................................................................................6
System Connection Diagram ......................................................................................10
Procedure for using Phone Assistant ........................................................................11
System Requirements ..................................................................................................12
Index..............................................................................................................63
Section 1
System Outline
1.1 Specifications
1.1 Specifications
Licence Type
Model No.
KX-NCS1101
Category
Phone Assistant Pro
Number of Licences
1
KX-NCS1105
KX-NCS1110
10
KX-NCS1199
128
KX-NCS1201
KX-NCS9101
IP Softphone
For example, for 25 users to use Phone Assistant Pro, the following models would be required:
KX-NCS1110 2
KX-NCS1105 1
1.1 Specifications
PA Pro mode
KX-TDA30
KX-TDA100/KX-TDA200
128
KX-TDA600
KX-TDE100/KX-TDE200
PA Pro Trial
mode
PA Express
mode
PA Pro mode +
PA Express mode
128 + 5
10
128 + 10
20
128 + 20
10
128 + 10
Once a licence is registered, Pro Trial mode will no longer be available, even during the 60 day trial
period.
Express mode will be available for the number of users as described above, even after a licence has
been registered. For example, if 40 licences are registered using KX-TDA100, the first 40 users will
log-in to PA with Pro mode automatically, and the 41st and later users will log-in to PA with Express
mode.
PA Express mode
Contact List
Outlook Integration
Yes
Not supported
Call History
No limitation
Last 10 calls
IP Camera Monitor
IP Softphone*2
Yes
Not supported
20
Conference
Set up as Initiator
Participant only
*1
*2
1.1 Specifications
Extension Monitor
Detailed information about extensions can be monitored. The desired information can be viewed depending
on the type of extension, call status of the extension, etc.
Making Calls
A supervisor/operator can make a call from PA Status as well as PA.
Answering incoming calls at other extensions
A supervisor/operator can answer an incoming call that is ringing at another extension.
Redirecting incoming calls to other extensions
A supervisor/operator can redirect an incoming call to another extension, voice mail, a mobile phone, etc.
Call History (Supervisor only)
It is possible to view the information on the call activity of other extensions.
Report (Supervisor only)
It is possible to export the call histories of monitored extensions to a CSV (comma-separated values)
formatted file, and to view the current call information of the monitored extensions.
Barge In/Take Over (Supervisor only)
A supervisor can barge into an ongoing conversation or take over a call from a monitored extension.
Listen In (Supervisor only)
A supervisor can listen in on an ongoing conversation of a monitored extension.
PA Status
Express mode
KX-TDA30/KX-TDA100/
KX-TDA200/KX-TDA600/
KX-TDE100/KX-TDE200
11
1.1 Specifications
Supervisor
Functions
Pro mode
Operator
Express mode
Pro mode
Express mode
Extension Monitor
Making Calls
Yes
Yes; up to 5 users
Yes
Yes; up to 5 users
Yes; up to 5 users
Yes
Yes; up to 5 users
Yes; up to 5 users
Yes
Yes; up to 5 users
Call History
Yes
No limitation
Yes; up to 5 users
Last 10 calls 4 call
types
Report
Yes
Yes; up to 5 users
Yes; up to 5 users
Listen In
Not supported
Yes
Not supported
Conditions
4
5
10
11
10
12
13
14
15
16
10
Remote Office
10
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Telephone Company
PA Server (CTI control), PA Services (Communication interface), and PA Manager (Web server)
Panasonic KX-TDA/KX-TDE Series PBX
LAN or USB*1
Voice Processing System
LAN
IP Camera
Doorphone and Door Opener
PA
Proprietary Telephone or Single Line Telephone
PA and PA Status
Portable Station
Cell Station
Proprietary Telephone for making calls from Potable Station
IP Softphone
Headset
*1
Install PA Server
(PA Server [CTI control] and PA Manager [Web server] components)
11
Recommended
CPU
RAM
256 MB
512 MB
OS
HDD
1024768
Interface
PC (PA Client)
Minimum
Recommended
CPU
1.0 GHz Intel Pentium/Celeron processor 2.0 GHz Intel Pentium/Celeron processor
or comparable CPU
or comparable CPU
RAM
128 MB
512 MB
OS
HDD
12801024
Interface
100 Base-T
10 Base-T
PBX
12
Main Unit
Options
Options for KX-TDA30 KX-TDA3470 4-Channel VoIP Extension Card (for IP Softphone)
KX-TDA3161 4-Port Doorphone Card
*1
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
13
14
Section 2
Guide to Phone Assistant Server Software
15
A
B
C
D
E
16
PA Server (CTI control) can also be installed on the same PC as other PA software, as shown below.
1
2. The Installer Language screen will appear. Select the language to be used during installation, and click
OK.
17
4. 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.
18
5. 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.
a. Full Installation
Installs all of the Phone Assistant Server components.
19
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.
Click Next to proceed.
6. The Check PA Manager Database Component screen will appear.
Click Next to check if the PA Manager (Web server) database component was installed previously.
20
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.
7. Specify the port number for the PA Server (CTI control) (Default port number: 12300).
It is possible to select the PBX Connection Type from the following methods:
a. TCP/IP
The user manually inputs the PBX IP Address and CTI Port Number.
b. USB
21
The user selects the appropriate model type from the drop-down list.
8. Specify the access code for international calls and the international area code.
22
PA Server IP Address
The IP address here corresponds to the IP address of the PC in which PA Server (CTI control) is
installed.
Note
If PA Server (CTI control) and PA Manager (Web server) are installed on the same PC, 127.0.0.1
can be used for the PA Server (CTI control) IP address.
Note
You cannot change PBX settings or phone settings (except for the Not at My Desk setting) from PA
Manager if you select Others as your PBX type.
23
14. Select the appropriate language for using PA Manager (Web server) from the drop-down list.
24
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. Click Yes to change the
password or No to keep the current one.
25
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. The new password must be a combination of alphabetic and numeric characters. Click
Next to proceed.
The following dialogue box will appear when the password is changed.
18. Select the desired reboot option, and click Finish to complete installation.
Note
26
It is necessary to reboot the system in order for PA Server (CTI control) to function properly when
starting for the first time.
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.
27
2. The following dialogue box will appear. Click Yes to remove PA Server.
4. The Choose Components screen will appear, allowing you to select which components to uninstall, as
follows:
Check the PA Manager Components box to remove PA Manager (Web server), PA Services
(Communication interface), and PA Database.
Check the PA Server box to remove PA Server (CTI control).
28
Note
Checking both check boxes allows you to remove.
5. During uninstallation, the following dialogue box will prompt the user to confirm the removal of the SQL
setting from the PC. Click Yes to keep it or No to remove it.
6. During uninstallation, the following dialogue box will ask if you would like to keep the PA Server Database.
Click Yes to keep it or No to remove it.
29
8. Click OK.
30
After the server is successfully activated, PA Services (Communication interface) automatically connects
itself to PA Server (CTI control).
After PA Services (Communication interface) successfully connects to PA Server (CTI control), PA
Manager (Web server) automatically starts.
2. Enter the following in the corresponding fields:
Username field: administrator
Password field: 1234 (default)
31
Note
Start 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). PA Manager (Web server) starts automatically after PA Services (Communication
interface) is successfully connected to PA Server (CTI control).
When PA Server (CTI control) and PA Services (Communication interface) have finished starting
up, the status icons below will appear in the Notification area.
1
32
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.
33
9
7
8
4
Note
34
5. Click the [Add new user] link in the PA User Administration page.
1
2
3
5
6
7
10
11
12
13
A Username:
Used for authentication when a PA user logs in to PA Server (CTI control) to use PA client software.
Max.32 characters.
35
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. 255 characters with an alphanumeric combination
D Extension Number:
Up to 5 extension numbers for each PA user can be registered. For example, a PA user can use the
first extension number with a DPT at his/her office, and use the second extension number with an IPPT at home.
Profile Name:
Used to show information such as telephone type and place of an extension on the log-in screen.
Extensions List:
Opens the page that shows all the extension numbers connected to the PBX.
Note
Instead of manually entering the extension number, it is possible to select the extension number
from a list of all extension numbers by clicking Extensions List. Click the Select link to apply the
extension number.
E Administrator:
Authorises a PA user to have administrative privileges. The authorised PA user can view and change
all the settings available in PA Manager.
F PA Express Only:
Limits the user to only using PA applications in express mode only.
G PA Status:
Authorises a PA user to access supervisory functions. The following 3 options are available:
DisableNo supervisory privileges
SupervisorGive the user access to all available supervisory functions
Operator Console LighttGive the user access to a limited number of supervisory functions
H Last Name:
Max. 32 characters
I First Name:
Max. 32 characters
J Department:
Max. 32 characters
K Email:
Max. 200 characters
36
Note
If an email address is set, a welcome message will be sent to the newly registered PA user when SAVE
is clicked. The welcome message includes information such as the user name and password for the new
account.
IMPORTANT
The passwords for user accounts that are created by Quick Setup are assigned as 1234a by default.
37
2. Select the extension numbers for which you want to create new user accounts, and click OK.
1
3
2
4
5
6
A Select All:
Selects all the check boxes for each extension.
B Cancel All:
Clears all the check boxes for each extension.
38
C Extension Number:
Displays extension numbers programmed in the PBX.
D Extension Name:
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. For example, if the extension
name is Tom Smith, Tom is assigned as the First Name, because it comes before the first space.
F Characters in Extension Name before first space is assigned as Last Name:*1*2
Defines the Last Name of PA user account from an extension name. For example, if the extension
name is Tom Smith, Tom is assigned as the Last Name, because it comes before the first space.
*1
*2
Lastname is assigned as the last name of PA user account if the last name cannot be determined by the above definition.
Firstname is assigned as the first name of PA user account if the first name cannot be determined by the above definition.
Note
The Username and 1st Extension fields are assigned as the extension number.
39
1. Right-click the status icon for PA Server (CTI control) in the Notification area, and select Email
Settings.
2. Enter the SMTP Server, SMTP Port, Account Name, and Account Password, and select the Protocol
Type.
Note
For details regarding the email server settings, consult your network administrator.
3. Click OK.
40
Section 3
Guide to Phone Assistant Client Software
41
2. The Installer Language screen will appear. Select the language to be used during installation from the
drop-down list, and click OK.
42
4. 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.
5. Select the appropriate language for using PA from the drop-down list. Click Next to proceed.
43
6. The Choose Install Location screen will appear. Select the Destination Folder to install PA. By default,
the folder path is as below. To install in a different folder, click Browse, and select another folder, or edit
the text box manually. Click Next to proceed.
7. The Choose Start Menu Folder screen will appear. Select the available Start Menu folder in the list box,
and click Install to start installing the software.
44
Note
PA and Readme will run automatically. If you do not wish to run PA and Readme immediately after
installation is complete, uncheck the Run Phone Assistant X.X.X.X and Show Readme check
boxes.
PA will run automatically every time Windows starts. If you do not wish to run PA when Windows
starts, uncheck the Load Phone Assistant on Windows StartUp check box.
Note
The following icons will be displayed on the desktop.
45
4. The following dialogue box will appear. Click Yes to delete the data or click No to keep the data.
46
5. Click OK.
47
48
5. 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.
49
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:
.
1. Press F1. The pointer will change to
2. Click the item on the PA screen for which you need help.
50
Note
If 2 or more extensions are set in your profile on PA Manager (Web server), the profile selection dialogue
box will appear.
51
3. 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.
4. If this is the first time you are logging in using an IP Softphone, enter the IP address of the IP-EXT card
installed in your PBX, and click OK.
Note
Before you click OK, confirm that the port of the IP-EXT card in the PBX is in registration mode (i.e.,
waiting for a response from the IP Softphone). For more details, refer to the documentation for the KXNT136.
The IP Softphone interface will be displayed. It is designed to look like a real telephone. When you have
successfully connected, Connecting will be cleared from the IP Softphones displayed.
Note
52
In some cases, clear communication may not be possible, due to network conditions and the
specifications of the PC and headset. Confirm that trunk and intercom calls can be completed
successfully using the PA Pro Trial mode before registering a licence. A registered licence cannot
be used at another PC.
The feature specifications of the IP Softphone are basically the same as those for the KX-NT136
IP proprietary telephone. For details, refer to the documentation for the KX-NT136.
The feature differences from KX-NT136 are as follows:
Programmable melodies and ring tones are available only for tones 21-30.
Automatic Redial is available only for ISDN lines.
If audio becomes increasingly delayed the longer you use IP Softphone, there may be a problem
with the PCs audio driver. In this case, install another compatible audio driver (not another version
of the same driver).
If using Windows Firewall, you may not hear a dial tone when clicking the SP-PHONE button. In
this case, select the software_ippt check box in the exceptions list for Windows Firewall.
You can record to your PC if you have the KX-NCS8100 series licence installed on your PC.
53
54
3. 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.
4. Click OK.
Note
Do not use the registered PT as an ordinary telephone. If the registered PT is used, a PS user cannot make
calls from PA until the registered PT becomes idle.
55
56
Section 4
Phone Assistant Licence Registration
57
58
2. Click Licence.
59
Note
The PA Licence Registration screen contains 3 tabs: PA, IP Softphone Module, and PA
Status tab.
Up to 30 licences for PA can be registered.
Up to 30 licences for IP Softphone can be registered.
Up to 8 licences for PA Status can be registered.
KX-NCS1199 (128 licences) can be registered in Licence 31, which is located at the bottom of the
PA Pro tab.
60
Note
4. Click WEB Access in the PA Licence Registration screen, and proceed to Keycode Generator page.
A KEYCODE will be issued when the Licence Number and Registration ID that are attached to the
software package, and Registration Number on the PA Licence Registration screen are entered.
5. Enter the KEYCODE that was issued on the web site into the Registration Key input field.
Note
The Paste button can be used to paste the KEYCODE that has been copied to Clipboard. Only
available when the KEYCODE strings do not contain a hyphen.
A user can create a Registration List by clicking the Make a List button in the PA Licence
Registration screen.
61
6. Click Register.
7. Click OK.
Note
To register a licence for PA Status or IP Softphone, perform the same procedure on each tab in the PA
Licence Registration screen.
62
Index
63
A
Administrative Privileges
36
E
E-Mail Settings
40
I
Installing Phone Assistant Client Software 42
Installing Phone Assistant Server Software 16
IP Softphone, Using an IP Softphone with Phone
Assistant 51
O
Operator 8
Operator Console Light
36
P
Password Settings 26
Portable Station (PS)
Making Calls from a PS Using PA 55
Receiving Calls at a PS from Another Party 56
Registering a PT for Making Calls from a PS 54
Using a Portable Station (PS) with Phone Assistant
Procedure for using Phone Assistant 11
54
Q
Quick Setup
37
R
Registering a Licence 58
Registering a PA User 34
S
Specifications 6
Starting Phone Assistant for the First Time 48
Starting Phone Assistant Server for the First Time
Supervisor 8, 36
System Connection Diagram 10
System Requirements 12
31
U
Uninstalling Phone Assistant Client Software 46
Uninstalling Phone Assistant Server Software 28
64
Notes
65
Notes
66
Notes
67
Pencarn Way, Duffryn, Newport, South Wales, NP10 8YE, United Kingdom
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.
2007 Panasonic Communications Co., Ltd. All Rights Reserved.
PSQX4314XA KK0107MS2077