- 1 Introduction
- 2 Minimal requirements
- 3 Installation
- 4 Application structure
- 4.1 Designation rules
- 4.2 Settings
- 4.3 Phone book
- 4.4 Call history
- 4.5 Dialing
- 4.6 Sending messages
- 5 Setting up Code Page fo PBX's installed abroad Poland
- 6 References
In following manual we are proud to present you Slican PhoneCTI application, which includes all functionalities enable to integrate phone and computer used by PBX subscriber. Main advantage of this software is integration of phone books stored in PBX and subscriber computer. In Slican PhoneCTI application, phone books stored in PBX are used, changes in phone books can be entered in PBX (from phone of from ConfigMAN application) or in computer (Slican PhoneCTI application). Any modification is immediately visible for other users, with appropriate privileges defined in PBX. Phone book editing rules defined in PBX are also valid for editing in Slican PhoneCTI. Additionally Slican PhoneCTI application includes internal chat functionality (computer user can be any PBX subscriber). Sending messages to other person from phone book, who is not PBX subscribers, is possible via XMPP account (if such account was defined for this person) or as SMS. Sending SMSes is also possible according privileges defined in PBX. Internal chat functionality can be attractive for companies, which use Slican PBX and don't allow , from security reasons, to use common chat, as well for person who use one application and want to communicate with persons who uses different chat applications.
To install SLICAN PhoneCTI application, following minimal requirements are necessarily:
- Computer should be powered with clock >800 MHz
- Computer RAM memory should be 1GB minimum
- Computer graphic card should be compatible with DirectX 9
- Operating system - WindowsXP SP2 or later
- Microsoft .NET Framework 4.0 or later should be installed on computer
- Web browser Internet Explorer 7 or later should be installed on computer
Installing application on computer which doesn't fulfill mentioned minimal requirements is possible but it will work slowly or not all functions will be active.
Last stable version available on: PhoneCTI on ServNET
Slican PhoneCTI application is licensed and using it requires purchase of appropriate license code. Purchased license code is entered during PBX configuration and decides about number of workstations with Slican PhoneCTI application. Application licensing has no influence on its installation. Application setup can be downloaded from Slican webpage and application install on the computer by entering appropriate data, necessarily to log in, in tap Settings - Connection.
Second installation stage (not obliged) rely on uploading to PBX properly prepared file with PhoneCTI application update. It can be done by PBX admin. This activity, if done, enables automatic updating PhoneCTI application on workstations. Updating is described in chapter Application updating.
PhoneCTI application can be launched as any other Windows application. In application settings you can activate functionality of automatic launching application after operating system start. Diuring launching application it log into PBX (according settings defined in tap Settings - Connection). After successful login, application synchonizes application data with appropriate data in PBX.
Application updating id executed automatically and user has no influence on its proceedings. Similarly as for PBX, VoIP card or REC card firmware updating, updating of Slican PhoneCTI application updating is executed by PBX admin. Every time during PhoneCTI application launching version check (uploaded to PBX and installed on user PC) is carry out. If these version numbers are different, application stored in PBX is automatically downloaded and installed on user PC, next new installed application is launched and log into PBX. Depending on version number updating can be upgrading or downgrading.
PhoneCTI application is very simple and intuitive, with help of appropriate icons status of phones visible in application windows. These icons invite user to execute specific action.
Icons and symbols
For PBX extension numbers, symbol of phone status and linked phoneCTI application consits of two icons, first of them represents phone status, while second represents application status. In Table 1 you can see icons represent phone status.
Table 1: Icons represent phone status.
In Table 2 you can see icon represents number, if number assigned to specified contact is external numer.
|This icon means external number|
Table 2: Icon represents external number
This icon is always blue, because in opposite to extension numbers status of such phone there is not monitored.
|<None>||If there in no icon for specified extension number, application PhoneCTI was never logged to specified extension number|
|This icon means, that application is launched and logged to epecific extension number|
|This icon means, that application is in status "Be Right Back", application enter such mode after time of inactivity defined in settings|
|This icon means, that application found out DND phone status (do not disturb)|
Table 3: Icons represent application status.
Finally symbol of phone and application linked with this phone is created by merging one icon from Table 1 with one icon from Table 2.
For illustrate mentioned above rule three such symbols was presented in below table:
Table 4: Examples of symbols used by application
Symbols location and meaning
Symbols presented in "Table 4 can be visible in two places. After log in appropriate symbol is visible in top part of PhoneCTI application window, as it is presented on following figure:
Additionally on contact list in all instances of PhoneCTI this symbol is visible near comment defined for specific extension number:
Also following information should be noticed:
- Below extension number comment defined in PBX, there is description defined individually by PhoneCTI user. Of course this description is optional and if itb isn't defined, in top part of window following text is visible: "Put your comment here..." - this text prompts you to enter individual description, on contact list individual description isn't displayed.
- If specified contact includes extension number, this number is visible on the right side of comment.
- If specified contact is included in public phone book and for this number option "Restrict" is switched on, only text "Restricted" appears on screen and read this number is impossible.
- Icons located on right side of contact have following meaning:
- - contact includes extension number with logged PhoneCTI application or logged XMPP account, so there is possible to send text message to computer assigned to this number, sent text message will be immediately displayed on computer screen.
- - contact includes extension number or XMPP account and both - PhoneCTI application nor XMPP account are not logged, there is possible to send text message to computer assigned to this number, sent text message will be displayed on computer screen immediately after log in PhoneCTI application or XMPP account.
- - contact contains number defined in public or private phone book (such contact is marked as icon on its left side), not includes extension number nor XMPP account and PhoneCTI application never been logged to contact's extension number - if any, so there is possible to send only SMS message to this number
- - such icon means, that specified contact is not included in Favourites. Clicking this icon add it into Favourites.
- - such icon means, that specified contact is included in Favourites. Clicking this icon remove it from Favourites.
After selecting option Settings from Program menu, the Settings window appears on screen. There are some taps in this window, these taps can be used to set several application option. All taps are described in following chapters.
Settings - Connection
After selecting Connection tap, following window appears on the screen:
Window visible above includes fields which are necessarily to entering data required to establish connection with PBX. Into the first of these field, you should enter extension number of phone, which will be assigned to PhoneCTI application. Second field should contain password defined for subscriber with extension number is defined in previous field (Password can contain from 4 to 16 characters, excluding ";" and "~" characters). Password should be entered by PBX admin in ConfigMAN application (sheet Subscribers/CTI Settings). During first log in PhoneCTI application, application will force change of this password. Such change can be executed also in any time by clicking link Change password, which is located below the field with password. After clicking this link, following window will be visible on screen:
In this window you should enter old password and new password two times. If all data are entered correctly, password will be changed and stored in PBX configuration. Due to this functionality admin doesn't know the passwords of subscribers. Entered password can be remember in application, by check box located of the right side of field including password. If this check box is empty, application will be enquire password every time while log in. Next field in this window is designed for entering IP addres of PBX. This address can be entered manually or automatically after pressing button "Find server" and selecting appropriate PBX from list of PBXes visible in network. After pressing button "Establish connection", if all mentioned fields are correctly fulfiled, application will connect to the PBX and all data including phone book will be synchronized. After successful connection in bottom part of window, following text will be visible:
If entered data are incorrect, another text will be visible in bottom part of window:
Simultaneously link Change password changes to Forgot password, after clicking this link special WebCTI window opens, in this window is possible to send message with password to specified e-mail address.
Settings - General
Show call window - after selecting this option, double click causes displaying following window on computer screen
After clicking in - located in this window - button with green handset appropriate number will be dialed and connection established, call establishing process is different, depending phone type assigned to extension number, to which PhoneCTI application is logged. For system phone, PBX simulate to hang up the handset, dial appropriate number, after answering this call acoustic channel is switched on and you can talk. For analog phone, PBX dial appropriate number and after answering ring back to the extension, to which PhoneCTI application is logged.
Make call - after selecting this option, double click on specified contact causes ring to this contact and establish call according rules described above.
Show message window - after selecting this option, double click causes displaying window described in chapter 4.6.1 Message window.
Settings - WebCTI
In this window, you can define port number used for listening recorded calls in WebCTI application. This settings is used only for remote registering (from outside local network). Additionally in this window there is link Go to WebCTI, after clicking this link, application WebCTI - stored in PBX - is launched.
Settings - Calls
In this window you can define method of call signaling. After checking first option, while incoming call or lifting handset (for outgoing calls), on computer screen one of following windows appears (depending on call direction):
If second option is also checked, call window will close after specified time. Detailed description of call window is included in chapter 3.5.4 Call window. It is possible also to switch on an automatic notifications about accessibility of subscriber, if previously calll to his/her number was unanswered or number was busy. Such notification appear on computer screen if subscriber with previously dialed number make any action with phone. In lower right corner of computer screen following window appears:
Above window disappear after time defined in window 'Messages', but in tray there is an following icon:
It means notification from contact. After clicking this icon following window appears:
This message prompt to dial previously unavailable extension number.
Settings - Messages
After checking first field in this window, on computer with PhoneCTI application logged on extension number, following window will appear if any message will be send to this extension number:
Above window disappear after time defined in window 'Messages', but in tray there is an following icon:
After clicking in this envelope, window with message text appears on computer screen.
In this window all messages sent to and from specfied extension number during current day. Messages from previous days are stored in archive. If this filed is not checked, window of message notification do not appears. Detailed description of this window is included in chapter 4.6.1 Message window. In field "Message Validity" you can define time of storing SMS by mobile provider, if provider can't deliver it to recipient. During this time provider repeats SMS sending attempt. Last field defines if check of text entered into message will be executed. Language of dictionary used to checking is the same as application language.
Settings - Do not disturb (DND)
This screen is used to setting rules of switching on the DND service. Switchnig on this service is done after specified number of user idleness. Idleness status is when user doesn't use phone nor computer. It is also possible to set automatic switchnig on DND service after quiting application. Obwiously it is possible to switch on DND service in both situations. In the lower part of PhoneCTI main window there is small button, when you click this button DND service is switched on off (dependently on current ststus of this service) for extension number assigned to PhoneCTI application.
Settings - Forwarding (FWD)
In this window there are located all settings decide about forwarding conditions for specified extension number. These settings can be also set in ConfigMAN application or from phone using appropriate services. Swithing on forwarding can take place after defined time of idleness. Idleness status is when user doesn't use phone nor computer. It is also possible to switch on forwarding after quiting application. Obwiously it is possible to switch on forwarding in both situations. While automatic switching on forwarding, it is realized according settings done in this window. By default after clicking button FWD located in the lower part of PhoneCTI main window above window is displayed on computer screen. After checking last field, above window is not displayed but forwarding is switched on according stored settings.
Settings - Audio settings
In this window you can define method of audio signaling an incoming message.
Below figure presents phone book window, this window appear on computer screen after selecting option Book from menu Contacts.
On the left side of above window you can see panel Groups, in this panel there is a list of groups which include numbers located in phone book as well as structure of these groups. PhoneCTI application user can add, edit and remove groups, however if he/she has no defined in PBX privileges to edit public phone book, all his/her actions concern only private phone book. To create new group, you should select group of higher level, where new created group should be located and click button Add. Following window will be visible on computer screen:
As a result of entering group number and its confirmation, new group will be added in appropriate place of left panel. After marking group and its selecting to edit, following window appears on screen:
In this window you can change name of created earlier group. Symilarly, after marking group and its selecting to remove following window appears on screen:
After confirmation, marked group will be removed. In the right panel, named Book, all contacts are visible. Contacts visible in this panel depend on marking in left panel. Among contacts are PBX extension numbers, numbers from public phone book and numbers entered by subscriber to private phone book. All contacts or only contact belonging to specified group are visible. Clicking button Add causes presenting following window on computer screen:
In this window, you can enter contact name, additionally for every contact it is possible to define many phone numbers (every phone number with appropriate comment). Wrong entered numbers can be removed. Additionally it is possible to contact to group - adding contact to group marked with icon , this icon means affiliation specified group to public phone book. Such situation take place, when PhoneCTI user has no privileges to edit public phone book.
After selecting tap History - history of calls with extension number assigned to PhoneCTI application is visible in the application main window. After selecting tap History, application main window presents as follows:
Every position of call history means one call incoming to or outgoing from number assigned to PhoneCTI application. Visible are all calls concerning this number and stored in PBX. For every position you can see the caller number, his/her comment (for outgoing calls it is dialed number and comment for this number if it exists in PBX), date and time of call. Beside text information, in every position there are some icons, which describe this call. There are:
This arrow means incoming call, which was answered.
This arrow means outgoing call, never mind if call was established or not.
This arrow means unanswered incoming call.
This icon means several unanswered incoming callsfrom the same caller, before review the call history. Number visible in this icon means quantity of such calls.
This icon means incoming call, answered by other subscriber. This icon can be used in two situations:
- call was routed to group including specified extension number and was answered by another group agent
- call was routed to specified subscriber but was picked up by another subscriber.
This icon means, that to specified numbe a SMS was sent, text of this SMS will be visible in window, which appears on screen after double clicking this position.
This icon means, that a chat was established with computer assigned to extension number visible in specified position. Text of this chat will be visible in window, which appears on screen after double clicking this position.
This icon means, that call was resorded.
In Slican PhoneCTI application main window there are three taps: Contacts, History and Phone. Every of these taps can be used to dialing phone numbers. Following chapters describe how to dial number from every tap.
Dialing number from contact list
After clicking right mouse button on any contact from visible list, following context menu can be visible:
By clicking first option of above menu You can call to specified contact (if for this contact more phone numbers are defined, their list will be visible on screen). Dialling number is executed according procedure described in chapter 4.2.2 Settings - General
Dialing number from call history
After clicking right mouse button on any entry in call history, following context menu can be visible:
When you select first option of above menu following menu of next level appears on screen:
Here you can see caller phone number (external or internal) and number dialed by caller. Selecting appropriate number, you can dial this number prom phone to which PhoneCTI application is logged in.
Dialing number from application window
When you click on Phone tap, following window appears
Using visible buttons, you can complete number, you want to dial. Button can be used in any moment to delete last entered sign. After pressing finally entered number will be dialed. 4.2.2 Settings - General. If you select button, you cen decide if you want to call entered number, send SMS to this number or add this number to contact list.
An example call window is presented in chapter 4.2.4 Settings - Calls. Appeariance of this window changes depending on context of window presentation. First of all - title of this window changes. Following situations are possible:
Three types of information is presented in central part of window:
- Comment assigned to caller or dialed phone number, as well as comment of number with established call
- Number of this phone
- Call duration time, before establishing call it is ringing time
At the bottom of this window you can see the buttons, which enable to perform action changing the current behaviour of phone with extension number assigned to PhoneCTI application.
PhoneCTI application enables to send messages between subscribers (symilarly as common chat applications - ex. Skype), it is also possible to send messages in form of SMS, to persons who use mobile phone. Sending message initialization takes place after right clicking over the any contact from list. Following context menu appears:
From above menu you should select option Send Message or Send SMS, depend on type of message to send. After selecting one of these option, on screen appears window, which is described in next chapter. This text tells about sending massage to another PhoneCTI application user. It is also possible to answer on received messages. It is also described in next chapter. Let's assume, tht another PhoneCTI user sent message to you.
Receiving message is signal by following window appears in the bottom right corner of computer screen:
This window appears only if appropriate option in settings is set (4.2.5 Settings - Messages) and disappears after time set also in this settings, however application icon will be visible in tray alternatively with following icon:
After clicking this window, window with message will appear on computer screen:
In this window, besides message text there is also information about person who sent this message (together with individual comment of this person - if such comment exists) as well as time of sending message. In bottom part of this window it is possible to enter answer text, if we want to send any. In upper part of this window there is a button, which enables call to number of subscriber, from whom you received message. After clicking left part of this button you can establish call with number from which message was sent, while after clicking right part of button, on screen appears list of all numbers assigned to specified contact. From this list you can select number to establish call. Call establishing is performeed according rules described in chapter 4.2.2 Settings - General.
Due to PhoneCTI application you can lead the conversation with another application user, by answering his/her questions. Example of such conversation is visible on following figure:
Messages in presented above form are stored tom the end of day. Next are stored in archive and they can be displayed on screen after selection of appropriate tap in Message window and defining date.
Sending message in SMS form is possible to persons, who don't have PBX extension number. Sending SMS is provided using GSM gateway installed in PBX. Subscriber who want to send SMSes must have privileges to using TelefonCTI.plus. SMS message is send automaticaly by PBX and report about sending SMS is visible in Message window:
Sended SMS can be maximally 160 characters long. However if we use local characters (with ASCII codes above 127) this number decrease to 70. Number of characters, which remain is displayed on the right side of window. PhoneCTI application prevents entering more characters, than available. In Message window there is field, which should be checked for sending message as Flash SMS.
Setting up Code Page fo PBX's installed abroad Poland
In case of installing PBX abroad Poland you may occur a problem with sending and receiving SMS using PhoneCTI application (empty fields, other characters)
For proper transmission of SMS in other countries you should:
- upgrade PBX to firmware version at least 6.22.0260_en
- use PhoneCTI app lication not older than 1.00.0320
- set the code page of the PBX appropriate for the country using system command in ConfigMAN PBX_CodePage <value>
Value – code page – possible:
WIN-1257 These operations should be performed only on the English version of the firmware of PBX
In PhoneCTI application, a sophisticated text searching method is implemented. Searching can be done in every application window, if following field is visible:
During entering characters PhoneCTI application executes automatic searching. It goes ahead according following rules:
- if number of entered characters is equal to 1 or 2, application searches all strings, for which any word begins with entered text,
- if number of entered characters is equal to 3 or more, application searches all strings, where all words contain entered text.
If search concerns contacts and takes place on contact list, and entered text cannot be found, application informs about it, offers adding new contact and shows other contacts, which contains entered text and there are outside current search area. Described situation is shown on following window:
- In appliction settings, DND phone status can be forced, if application and phone remain in standby mode for sufficiently long time. This time can be defined in application settings
- This window appear on computer screen after double clicking on subscriber 1058 Instrukcja