ALCATEL . . . . . . . . . . . . . . . . . . PIMphony the power of speech for MSOutlook . Alcatel PIMphony Contents Introducing Alcatel PIMphony .................................................................................................... 3 General presentation.................................................................................................................... 3 Hardware and software installation guide .................................................................................... 4 Installing Alcatel PIMphony standard version ............................................................................. 5 PC configuration required for standard version............................................................................ 5 Installation of standard version hardware..................................................................................... 6 Installation of standard version software......................................................................................8 Installing the Alcatel PIMphony application network version on a client terminal........................ 8 PC configuration required for network version ............................................................................ 9 Installation of network version software .................................................................................... 10 Getting started with Alcatel PIMphony...................................................................................... 10 Running Alcatel PIMphony for the first time ............................................................................. 11 Tutorial ..................................................................................................................................... 11 Making a call using the Telephone module ................................................................................ 12 Making a call using the Dialler module...................................................................................... 13 Showing a Popup entry.............................................................................................................. 14 Alcatel PIMphony user's guide .................................................................................................. 14 The Telephone module .............................................................................................................. 15 Running the Telephone module ................................................................................................. 15 Personal directory...................................................................................................................... 16 Telephone Bar ........................................................................................................................... 16 Call status and management window ......................................................................................... 17 Control buttons.......................................................................................................................... 18 Telephone Bar function selection............................................................................................... 18 Telephone module main window ............................................................................................... 19 Main control bar ........................................................................................................................ 20 Call status and management window ......................................................................................... 22 Call status icon .......................................................................................................................... 23 Control icons............................................................................................................................. 23 Status window function selection............................................................................................... 23 Programmable function keys ..................................................................................................... 24 1 Alcatel PIMphony Unanswered calls window ......................................................................................................... 24 Call log window ........................................................................................................................ 25 Call list...................................................................................................................................... 25 Command bar............................................................................................................................ 26 Using the Telephone.................................................................................................................. 27 Using the Call log...................................................................................................................... 27 Using the personal directory...................................................................................................... 28 Managing calls .......................................................................................................................... 30 Making a call............................................................................................................................. 30 Putting a call on hold................................................................................................................. 31 Transferring a call ..................................................................................................................... 32 Setting up a conference.............................................................................................................. 33 Programming a function key...................................................................................................... 34 Programming an unassigned function key.................................................................................. 34 The Popup module..................................................................................................................... 36 Main Popup configuration window............................................................................................ 36 Configuring Popup using the Wizard......................................................................................... 37 Customized Popup configuration............................................................................................... 38 Creating or modifying an action ................................................................................................ 39 Loading a pre-programmed action file ....................................................................................... 41 Synchronize Alcatel PIMphony with Outlook............................................................................ 42 The Dialler module.................................................................................................................... 42 Using the Dialler module........................................................................................................... 43 Dialling using Copy-Paste ......................................................................................................... 44 Dialling using the mouse right-hand button ............................................................................... 45 Miscellaneous............................................................................................................................ 46 Glossary .................................................................................................................................... 46 In the event of technical problems ............................................................................................. 48 Copyright .................................................................................................................................. 48 2 Alcatel PIMphony Introducing Alcatel PIMphony Thank you for choosing the Alcatel PIMphony application. This Online Help will help you become familiar with the product, and its organisation is described below. The Online Help is divided into 5 sections: 1. General presentation of the product, its functions and practical features. 2. Installation guide, covering both hardware and software. 3. Getting started with the application, which guides you through the early stages. 4. Detailed user's guide for the 3 main modules in the application: · · · Telephone, which is the main user interface. Dialler, which appears as an icon in the tool bar. Popup, which concerns the PIM. 5. Miscellaneous, which includes a glossary, instructions in the event of technical problems, etc. General presentation The Alcatel PIMphony application is a personal productivity tool installed on an office PC. If you have the following telephone configuration: · · · an Alcatel Reflexes telephone terminal, connected to an Alcatel Office PABX, with a Personal Information Manager (PIM) installed on your PC, the Alcatel PIMphony application provides the interface between your telephone and your PIM. Alcatel PIMphony is specifically dedicated to PIM MS Outlook 97 and 98. The application is available in two versions: · · The standard version, for installation on a single PC, The network version, for installation on a telephone server and each of its client terminals. CAUTION: The availability of the functions described in this Online Help will depend on the version you are using. 3 Alcatel PIMphony Main features of Alcatel PIMphony are: · · · Enhanced user-friendliness to manage your telephone calls (on the screen), Operates with PIM MS Outlook 97 and 98, A personal directory supplied with the basic application, so that it can be run without PIM. Main functions are: · · · · · · · Call management (holding, transfer, conference, etc.), Search using a telephone number in the PIM database to identify the corresponding name, and vice-versa, Management of a copy-paste and drag-and-drop facility (name or number) with an application such as Notepad, Word, Excel, etc, An automatic PIM window Popup facility, as a function of predefined criteria or on request, Customized Popup configuration, using a Wizard, Synchronisation with the PIM contacts database, Storage of calls and managements of the Calls log. Hardware and software installation guide Depending on the version of the application you wish to install (standard or network version), click on the corresponding chapter: · · Installing Alcatel PIMphony standard version Installing Alcatel PIMphony network version on a client terminal WARNING: Concerning the network version, only installation on a client terminal is described. The server installation is described in the Installation Manual for the Alcatel PIMphony network version. 4 Alcatel PIMphony Installing Alcatel PIMphony standard version The Alcatel PIMphony application standard version is supplied in a pack containing: · · · · A CD-ROM containing the software to be installed. A PC-Telephone connection module CTI (Alcatel 4091 CTI). A V24 serial connection cable. A product installation manual. Telephone configuration required 1. You must be connected to an Alcatel Office PABX, running software release R3.1 or later. 2. You must have an Alcatel Reflexes telephone. PC configuration required 1. Before attempting to install the application, check that your PC configuration corresponds to the minimum required configuration. The application is installed in two phases, in the sequence shown below: · · Hardware installation Software installation PC configuration required for standard version Hardware configuration Your PC must have the following minimum characteristics: · · · · · Processor: Pentium 166 MHz or better. RAM: minimum 48 MB. Hard disk: 30 MB available. CD-ROM drive. 1 RS232 serial port available (COM1 or COM2). 5 Alcatel PIMphony Software configuration The operating system installed on your PC must be one of the following: · · · · MS Windows 95. MS Windows 98. MS Windows NT 4.0 Workstation with Pack 3 or later. MS Internet Explorer V3.02 (or later) or Acrobat Reader is recommended to view the On Line Help. The Alcatel PIMphony application is based on the Microsoft TAPI standard. Environment Windows 95 Windows 98 Windows NT 4.0 TAPI version TAPI 1.4 TAPI 2.1 TAPI 2.1 TAPI 2.0 TAPI 2.1 Installation of standard version hardware The hardware installation for the standard version involves connecting the PC-telephone connection module supplied in the pack to your Reflexes terminal, and then connecting the same module to a serial port (COM1 or COM2) on the PC, using the CTI module-PC cable. Installation of PC-Telephone connection module 6 Alcatel ...