User:Leszekj

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Revision as of 12:08, 8 June 2022 by Leszekj (Talk | contribs) (MessengerCTI.Desktop for Call Center agents)

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Program structure

Main window

Main windows of MessengerCTI.Desktop application contains interface which show information and allows access to chat windows and main functions.

MessengerCTI 1.07 main window.PNG

Top panel

MessengerCTI.Desktop 1.07 main window - upper.png

  • hyperlink to software version
  • application name
  • default window position button
  • close - minimizing to tray button


MessengerCTIDesktop 1.07 main window - middle1.png

  • changing application status button
  • user name from Contacts
  • description - editable comment field set by user that allows him to add additional descriptive information, e.g. inform about upcoming or being on vacation, about dealing with selected project


MessengerCTIDesktop 1.07 main window - middle2.png

  • keyboard - button to open keyboard for dialing numbers with computer mouse

MessengerCTI.Desktop 1.07 keyboard en.png

  • magnifier/search - button / field for searching for number or subscriber's name


MessengerCTI.Desktop 1.07 main window lower.PNG

  • access to tabs:
    • Recent - history of most recent calls and messages
    • Contacts - phonebook from PBX with sorting options
  • red dot - information:
    • about missed calls
    • about calls to be called back in CallCenter

Bottom panel

MessengerCTI.Desktop 1.07 bottom panel en.png

  • preferences - access to program settings
  • add contact
  • add to clipboard - sending messages and files between user MessengerCTI.Desktop and MessengerCTI.Mobile
  • creating text conference
  • ACC - subscriber's account login
  • DND - configuration/ activation of "Do Not Disturb" service
  • FWD - configuration/ activation of "Forward" service
  • change size of window

Status of application and user

MessengerCTI.Dekstop software allows to show current status of user with coloured symbol and display it inside applications of other users. Applications status is informing about user availability, depending on user actions status can be changed by him or application can change it automatically. More information can be added through text status of user. User can choose different icons/symbol to set his status manually. Additionally there is graphic informing about ringing phone or current call.

List of icons and symbols

Chart presents list of icons available in Contacts and Recent tabs:

  • MessengerCTI tv green.png - for internal PBX users - different icon color represent current applications status. It can be set manually through main application window, by icon MessengerCTI free.png, also is set automatically for Be right back status.
  • MessengerCTI history.png - for public subscribers.
  • MessengerCTI close door.png - for DPH.IP doorphones connected to open/closed door sensor
Status of application and DPH.IP doorphones
Icon Icon meaning
MessengerCTI tv green.png PBX subscriber; MessengerCTI.Desktop application is running and and LOGGED INfrom subscriber computer. Clicking icon will allow to send text messeger, SMS or dial a call to another application user.
MessengerCTI chat tv yellow.png PBX subscriber; Be right back set by user or application, delay time is definied in general settings of application.
MessengerCTI tv red.png PBX subscriber; Do not disturb set by user
MessengerCTI tv grey.png PBX subscriber; Invisible set by user or application is logged off.
MessengerCTI tvtel green.png PBX subscriber; application is logged in (application status and icon colour can change with time), access with mobile application is on MessengerCTI.Mobile (blue smartphone icon)
MessengerCTI history.png public subscriber; clicking icon will allow to send SMS or dial call to chosen subscriber.
MessengerCTI close door.png doorphone; current door position - door closed, clicking icon will open door
MessengerCTI open door.png doorphone; door are open
MessengerCTI alarm open door.png doorphone; alarm timer for open doors was set off

Chart 1: Meaning of icon status of application, users and doorphones.


Chart is showing list if icon that appear on the left side of subscriber name in tab Contacts and Recent. Internal phone will have status icon being displayed

Phone status and camera information
Icon Icon meaning
MessengerCTI bell red.png Phone is ringing
MessengerCTI phone red.png During call
MessengerCTI phone DND.png DND service is enabled
MessengerCTI camera.png Camera is associeted with phone or doorphone, clicking on icon will allow to preview camera video
Tabela 2: Icons displaying status of phone and camera

Preferences

Clicking Preferences icon in main program window will display window with program settings. In every tab there is available button with info "About software" and reseting default window position.

Connection

In Connection field you must enter settings neccesary for application to connect:

MessengerCTI.Desktop 1.07 connection en.PNG

Application login setting

To login, application must have correct settings configured by PBX administrator:

  • subscriber number - extension from PBX
  • CTI access and password:
    • for IPx, MAC, CCT - ConfigMAN chart Subscribers/CTI settings - CTI - access level to CTI and Pss - Password
    • for NCP - ConfigWEB chart Extensions/Subscribers/CTI setting - Access to CTI and Password
  • Server address - PBX network settings

CTI access level determines what options are available to application:

  • CTI.user - MessengerCTI without VoIP and camera preview
  • CTI.userPlus - MessengerCTI with VoIP and camera preview


These connections settings must be filled:

  • Subscribers number" field - extension number for which MessengerCTI.Dekstop will login.
  • Password field - defined CTI password (may contain from 4 to 16 characters, excluding ";" or "~"). After first application login to PBX password change may be necessary. Password can be remembered in application by putting tag in appropriate field (on right side of the password); if tag is not inserted, application will ask for it every time you log in.
  • Server - IP address of PBX network interface. In case of application logging outside PBX network - IP address of edge router (port forwarding on router is necessary)

After correct configuration all of above fields, using "Connect" button will allow application to Connect with PBX and synchronize phone book and other information related to that extension. "Login successful" will apear in lower part of window.


If login credentials, configuration settings aren't correct or there are issue with network connection those error messages may appear:

  • Wrong login or password. Check if correct login or password was used
  • Connecting to PBX alternating with:
  • No connection to PBX Check IP address that was entered and check computer LAN connection


In order to facilitate configuration of application, functionality of generating configuration files sent to user's e-mail box has been introduced in NCP PBX. After receiving e-mail, simply use From file button to select right file and application will log in to NCP automatically.


In case of problems with application - its stability, functionality, logging, etc. - after detailed description of irregularities, you can submit report using Send Logs button.

General

MessengerCTI.Desktop 1.07 General en.png


This window allows to configure settings defining how program works and startup options. Available settings:

  • Auto start on System startup - automatic start of application.
  • Start minimized - application will run hidden in system task bar.
  • Set "Be right back" state after x minutes - status icon will change automatically, informing about user being away from computer after defined time
  • Show call window automatically on incoming call - Enables/ disables popup window when there is an incoming call
  • Choose shortcut for application window - changes application from Windows task bar to desktop and vice versa
  • Choose shortcut for answer/finish call - answer call/ end call with selected keyboard shortcut
  • Use media Play/ Pause button on Headphones to answer/finish cal
  • Choose double click and Enter function (for contact or number):
    • show call window - choice windows is displayed with options - number, phone call, opening chat/SMS window, closing current window
    • call primary number - automatic number dialling
    • show chat window - opens text chat window
  • Return window position - return to previous window position
  • Set this window position as default - allows to set up default application's window potion on screen
  • Clear application data - deletes all application configuration data, attachments, history

Notifications

These setting allow to set up audio notifications informing about incoming calls, messages and audio setting of computer audio devices.


MessengerCTI.Desktop 1.07 Notifications en.png

VoIP

  • Enable VoIP on when available - allows application to work as VoIP client (VoIP phone). Advanced VoIP settings also allow to connect application with PBX on non-standard ports (e.g. from Internet to client's edge router, MAC PBX)
MessengerCTI.Desktop 1.07 VoIP en.png

CallCenter

This window allows to configure some options related to agent's handling of CallCenter queues, e.g. buttons for logging in to one, many, all queues, buttons for agent breaks

MessengerCTI.Desktop 1.07 Call Center en.png

Services management

This window allows to configure Forwardings and DND services

MessengerCTI.Desktop 1.07 Services en.png


Dialing and picking up calls

To make phone call between two users, particular hardware, software and proper configuration must be supplied:

  • Slican PBX
  • computer with installed and configured MessengerCTI.Desktop software
    • software logged to PBX with subscriber extension (Settings tab, Connection field)
  • analog, VoIP or Slican system phone
  • for video preview - DPH.IP doorphone with camera or phone associated with external camera (not applicable VoIP phones with integrated camera)

Making and answering phone call can be done using computer mouse and computer screen. Conversation (transmission of acoustics) between subscribers takes place using phone connected to PBX associated with MessengerCTI.Desktop or can be done with application itself - if it's running in VoIP mode.

After dialing required subscriber number from MessengerCTI and initiating connection - in case of:

  • CTS system telephone - PBX will activate acoustics on it in hands-free mode and establish call to destination subscriber
  • VoIP and analogue telephone - PBX will automatically call back telephone first (notify caller that it is ready for call) and, after picking up handset, it will establish call
  • MessengerCTI in VoIP mode (MCTI) - will automatically establish call

Dialing calls to particular number

MessengerCTI.Desktop 1.07 outgoing call en.png.png


Making calls can be realised in few different way. Depending on how configured are general setting on application - option "Set double click function".

  • from Contacts tab
    • choose subscriber from proper group (from drop-down list - if it exist) or from group "All contacts" by double clicking on number or contact
    • right-click on subscriber from proper group (from drop-down list - if it exist) and then select one of his numbers (associated with contact details)
    • clicking on one of icons next to selected contact: MessengerCTI tv green.png MessengerCTI history.png MessengerCTI outgoing calls.PNG MessengerCTI incoming calls.PNG MessengerCTI missed calls.PNG MessengerCTI messege.PNG MessengerCTI messege1.PNG and then, after opening Messages window --> Call button
  • using numeric keypad of application
  • Search field - by enter telephone number directly using computer keyboard, then click on green icon handset associated with field
  • Recent tab - call history:
    • we find subscriber call with whom we had contact (he called us or we called him) and then we make call by double clicking on his number or contact
    • right-click on call from/ to subscriber with whom we had contact and then select one of his numbers (related to contact details)
    • clicking on one of icon by past call MessengerCTI tv green.png MessengerCTI history.png MessengerCTI outgoing calls.PNG MessengerCTI incoming calls.PNG MessengerCTI missed calls.PNG MessengerCTI messege.PNG MessengerCTI messege1.PNG and then, after opening Messages window --> Call button


In version 1.03, possibility of selecting digits in DTMF was introduced. This may be applicable in case of a call to Hotline, where you can navigate through menu on active acoustics.


Exemplary scheme of making call from MessengerCTI directly to another subscriber:

MessengerCTI.Desktop 1.07 outgoing call pptx en.png


Exemplary scheme of making call from Messenger to hotline:

MessengerCTI.Desktop 1.07 outgoing call DISA pptx en.png


Incoming calls

MessengerCTI.Desktop 1.07 incoming call en.png

Calls are displayed on computer screen with pop-up window, ringing application and ringing phone. Depending on applied configuration call can be answered, rejected and/ or transferred using application or phone. It is also possible to send text or SMS message back.

Connecting to camera video preview

Connecting to/from DPH.IP with integrated camera or associated phone or external IP camera(doesn't apply to VoIP phone with integrated cameras)will display automatically new window on computer screen. Connecting to doorphone allows to identify visible person and open door/gate with MessengerCTI close door.png without picking up call.

MessengerCTI.Desktop 1.07 incoming call doorphone en.png


Transfering calls - version 1.07

Call can be transfered by choosing contact or number from: Recent or Contacts.

  • "blind transfer" - without checking target extensions state
MessengerCTI.Desktop 1.07 blind transfer pptx en.png


  • no announcing - check target extension state without announcing
MessengerCTI.Desktop 1.07 transfer no announcing pptx en.png


  • with annoucing - check target extension state with announcing
MessengerCTI.Desktop 1.07 transfer with announcing pptx en.png

Sending messages

Application allow sending and receiving text messages between application users (internal chat) or by SMS. Message can be sent using MessengerCTI tv green.png MessengerCTI history.png or by typing GSM number in search field of main application window. If in PBX phone book there is GSM number associated with extension number, user sending message can choose between chat message or SMS.


Functionalities that can be implemented through chat window:

  • running text chats between users of MessengerCTI application (desktop and mobile) of same PBX and linked PBX
  • sending and receiving SMS
  • file transfer (using paperclip button or drag and drop method)
  • viewing history calls with given user
  • listen to call recordings from calls made (if you have appropriate permissions)

Receving new message is signalised on Windows system task bar with two icons alternating MessengerCTI free.png, MessengerCTI mail.png and popping up MessengerCTI new message.png.

Messages history is available through hyper link Load previous. It is stored on computer local hard drive.

MessengerCTI.Desktop 1.07 Window Chat SMS en.png

Searching data

MessengerCTI is using advanced way or text search. Searching can be accessed through Recents and Contacts tab in Search:


MessengerCTI.Desktop 1.07 Search field en.png

During entering characters/signs in search field, software automatically searches in database. Entries found in subscribers group displayed on left field side will be displayed under it. Entries from other group are classified as Suggested.

Contacts

This field allows for searching, displaying, customising and running actions related to contact. By default Favourites group is displayed. Subscribers from other groups can be accessed by extending groups list with mouse.

MessengerCTI.Desktop 1.07 Contacts field en.png

Adding contacts is possible:

  • from search field - entering number and adding it with green handset icon
  • from Contacts or Recent tab - right clicking on connection

From contact list we gain access to:

  • favourites
  • all contacts
  • extensions
  • created subscriber groups
  • public contacts
  • private contacts

Call history

Choosing Recent tab - in main program window will display call history of currently logged extension to MessengerCTI.Desktop. Window will look like this.


MessengerCTI.Desktop 1.07 Recents field en.png

History is displaying all calls associated with logged in extension. Each list segment represents at least one call or message. If same subscriber(number)called/send message more then once, contact status icon will show that number. Each segment is showing caller number, his text status(for outgoing calls - chosen number and text status), length of call or call date and time. For extensions call status is also displayed. Beside text information each line have icon status for each call:

MessengerCTI outgoing calls.PNG Upward arrow for outgoing call, isn't distinguished between picked up and missed call.

MessengerCTI incoming calls.PNG Downward arrow for incoming call that was picked up.

MessengerCTI missed calls.PNG orMessengerCTI missed calls amount.PNG Turned arrow for missed incoming calls, digit is showing number of these calls.

MessengerCTI messege.PNG MessengerCTI messege1.PNG MessengerCTI message amount.PNG Arrow with listed lines or text bubble for text chat or sent SMS. Digit is showing number of missed messages. If history contains missed calls or unread messages icon in Recent field will be in colour red.

From History window call can be dialled or messages be send to chosen users by right clicking on subscribers text status , clicking on icons MessengerCTI tv green.png MessengerCTI history.png and MessengerCTI outgoing calls.PNG MessengerCTI incoming calls.PNG MessengerCTI missed calls.PNG MessengerCTI messege.PNG MessengerCTI messege1.PNG. If internal subscriber have other number listed in their phone book, choice can be made between them. For internal subscribers there is option of editing, deleting contact and deleting from favourite list.


Clipboard

Clipboard is used to transfer messages/ information/ files between MessengerCTI.desktop and MessengerCTI.mobile of same user. When you put file in one application, it automatically appears in other application.

MessengerCTI.Desktop 1.07 Clipboard tab en.png


Text conference

Functionality introduced for simultaneous exchange text messages between multiple users. User calling conference selects users to attend. After approval list, message is automatically sent to each of them. After joining conference, sent message is delivered to each user. Each user sees both information exchange and other users participating in conference.


MessengerCTI.Desktop 1.07 Text conference tab en.png


Recall another user's account

This functionality was introduced for users working in same place at different times (e.g. shift work) and using same phones and computers. Logging in with your own account number allows you to later correctly settle each employee's tasks and working time.

MessengerCTI.Desktop 1.07 Account tab en.png


MessengerCTI.Desktop for Call Center agents

From NCP 1.12 firmware NCP and MessengerCTI.Desktop version 1.02, application includes features for servicing Call Center queues. For application user which have Call Center permissions set in PBX - Windows system tool bar will have additional icon Agents status and additional tab CC in application itself.


Application state icons:

  • application logged: MessengerCTI.Desktop log in.png
  • application state: Be right back MessengerCTI.Desktop brb.png

Red dot by application state informs about unanswered call or message waiting for user.


Agents state icons:

  • agent logged to queue: MessengerCTI.Desktop agent log in.png
  • agent pause: MessengerCTI.Desktop agent pause.png
  • agent logged out of queue: MessengerCTI.Desktop agent log out.png

Red dot by agent state icons informs about calls unanswered by CC agents.


CC tab within application, depending on configuration is showing:

  • up to 4 programmed buttons with present state for current agent: Log in/out of CC queue and Turn on/off agent pause
  • serviced queues with amount of logged agents and waiting calls
  • Callback list - numbers/contacts to call back


MessengerCTI.Desktop 1.07 Call back tab en.png

When using callback list, additional window will apear allowing to make call and field to confirm if call was successfull.


To properly configure CC tab, Call Center sections within application preferences must be set up.

MessengerCTI.Desktop 1.07 Call Center en.png


Licensing

IPX, MAC, CCT PBX

MessengerCTI.Desktop application:

  • ALWAYS MUST be associated with subscriber port, analogue, system or VoIP; for subscriber ports standard licensing applies - for associating with VoIP port, 1 VoIP for subscriber license is necessary.
  • for configuration using VoIP functionality (working as parallel phone) there isn't need to associate application with VoIP port, it is application functionality, it can be associated with any type of subscriber port
  • calls made form application in VoIP mode are using VoIP channels just like other VoIP devices
  • MessengerCTI.Desktop configured without VoIP and camera preview access - CTIuser license is required
  • MessengerCTI.Desktop configured with VoIP and camera preview access - CTIuserPlus license is required

NCP PBX

MessengerCTI.Desktop:

  • CAN be associated with any subscriber port - analogue, system or VoIP; each subscriber port is treated as 1 user from Base license, additionally while associating application with VoIP port 1 NCP.VoIPuser license is neccesary
    • for configuration using VoIP functionality (working as parallel phone) there isn't need to associate application with VoIP port, it is application functionality, it can be associated with any type of subscriber port
    • MessengerCTI.Desktop configured without VoIP and camera preview access - NCP.CTIuser license is required
    • MessengerCTI.Desktop configured with VoIP and camera preview access - NCP.CTIuserPlus license is required
  • MessengerCTI.Desktop as standalone subscriber - MCTI (not associated with subscriber port):
    • MessengerCTI.Desktop with VoIP funcionality and camera preview access - NCP.VoIPuser and NCP.CTIuserPlus licenses are required


One user and few different numbers

Sometimes one computer use must operate with few different extensions numbers. On workstation (computer) use of "instance" is neccesary. Application has to be installed (just once). User must prepare shortcuts containing extra parameters that will allow to create seperate configuration.

  • default location of program instalation is: C:\Program Files (x86)\Slican\MessengerCTI\messengercti.exe
    • if program can't be found in default location, Windows search option or through Start Menu. For Windows 10, open Start Menu, search for Slican directory, in directory look for MessengerCTI, right click -> More/ Open File Location - program icon will appear, right click -> Properties/Shortcut/Target
  • create program shortcut on desktop
  • in shortcut properties add instance - Properties/Shortcut/Target: "C:\Program Files (x86)\Slican\MessengerCTI\messengercti.exe" -instance 1
  • create as many copies of shortcut as needer for user, in each next one change instance digit for next number, for example: -instance 2, -instance 3, ...
  • while running aplication from shortcuts we can configure each one seperatly for different numbers


Ports and protocols

Default port numbers and types of protocols used by PBX for purpose of providing selected services of MessengerCTI application.

Basic:

  • signaling
    • 5529 TCP - application signaling (XML)
    • 5543 TCP - signaling in mode with enabled encryption tag (XML)
  • VoIP calls
    • 5060 UDP - SIP signaling (for VoIP calls)
    • 8100 - 8300 UDP - acoustics - for IPx, CCT, MAC PBX
    • 10000 - 20000 UDP - acoustics - for NCP PBX

Additional:

  • file transfer - NCP only (clipboard, between users):
    • 443 TCP - file transmission without encryption tag enabled (transmission is still HTTPS encrypted)
    • 5543 TCP - file transmission in mode with enabled encryption tag
  • image transmission from DPH.IP doorphone camera
    • location of link to camera in PBX:
      • NCP: Extensions/ Devices/ Cameras
      • IPx, MAC, CCT: Peripherals/ Cameras
    • during connection, PBX sends camera link to MessengerCTI application: rtsp://IP_addr_camera:554/login_password_additional_information


Example for NCP for MessengerCTI working from outside PBX IP network (configuration in ConfigWEB):

  • XML signaling, VoIP, file transmission - Extensions/ Settings/ Informations about CTI settings for subscribers and applications tab
  • sending image from camera (link to camera, linking camera with DPH.IP) - tab Extensions/ Devices/ Cameras


Sample configuration data:

  • IP PBX address: 192.168.0.10
  • public IP router address: 222.0.0.1
  • domain address: company_name.com
  • IP camera address: 192.168.0.20
  • ports used to redirect individual services on router: 55xx


XML signaling:

  • MessengerCTI --> router --> NCP
  • MessengerCTI --> 222.0.0.1:5555 --> 192.168.0.10:5529, or
  • MessengerCTI --> company_name.com:5555 --> 192.168.0.10:5529

XML signaling with encryption tag enabled:

  • MessengerCTI --> 222.0.0.1:5558 --> 192.168.0.10:5543, or
  • MessengerCTI --> company_name.com:5558 --> 192.168.0.10:5543

VoIP calls (signaling)

  • MessengerCTI --> 222.0.0.1:5556 --> 192.168.0.10:5060
  • MessengerCTI --> company_name.com:5556 --> 192.168.0.10:5060

VoIP calls (acoustics)

  • MessengerCTI --> 222.0.0.1:10000 - 222.0.0.1:20000 --> 192.168.0.10:10000 - 192.168.0.10:20000
  • MessengerCTI --> company_name.com:10000 - company_name.com:20000 --> 192.168.0.10:10000 - 192.168.0.10:20000

File transfer:

  • MessengerCTI --> 222.0.0.1:5557 --> 192.168.0.10:443, or
  • MessengerCTI --> company_name.com:5557 --> 192.168.0.10:443

File transfer with encryption tag enabled:

  • MessengerCTI --> 222.0.0.1:5559 --> 192.168.0.10:5543, or
  • MessengerCTI --> company_name.com:5559 --> 192.168.0.10:5543

Image transferring from DPH.IP camera

  • MessengerCTI --> router --> camera
  • MessengerCTI --> 222.0.0.1:5560 --> 192.168.0.20:554
  • MessengerCTI --> company_name.com:5560 --> 192.168.0.20:554.


Operation of MessengerCTI.Desktop in local network and outside network without changing configuration

Changing network source by MessengerCTI.desktop or MessengerCTI.mobile user (e.g. LAN <--> Internet <--> LAN, workplace <--> travel <--> home) always entails need to change application configuration, i.e. change IP address of PBX from local to public or vice versa.


In order to simplify operation and configuration of MessengerCTI application, you can use functionality offered by many network routers. It allows device with MessengerCTI (computer, smartphone) connect to PBX, regardless of whether it is in local network (LAN, WiFi) or outside it (other sub-networks, Internet, GSM-LTE). In routers, this functionality is called NAT hairpinning, NAT loopback or NAT reflection. It allows access to PBX service via public IP address, regardless of range of network user is currently in.


Sample network:

  • router's public address (WAN on router): decimal address - 203.0.113.1 or domain address - voip.xxxxxx.com
  • router's local address (LAN on router, gateway): 192.168.1.1
  • LAN PBX address (NCP, IPx, MAC, CCT): 192.168.1.2
  • LAN IP address user's notebook with MessengerCTI.Desktop or smartphone with MessengerCTI.Mobile: 192.168.1.100


If MessengerCTI on notebook/ smartphone from local network IP: 192.168.1.100 sends packets to public address 203.0.113.1 (voip.xxxxxx.com), packets are routed to default gateway - 192.168.1.1 (router). NAT hairpinning router detects that 203.0.113.1 (voip.xxxxxx.com) is address of its WAN interface and treats that packets as if it came from that interface. Determines destination for this packets based on DNAT rules (port forwarding). If packets has been sent to port 5529 (for VoIP: 5060, 8100-8300 IPx, 10,000 - 20,000 NCP) and there is DNAT rule for this port directed to 192.168.1.2, then PBX receives packets at this address.


If appropriate DNAT rules exist, address translation is performed - router rewrites source local IP address in within packet to public address. Notebook/ smartphone (192.168.1.100) sends packets, but PBX (192.168.1.2) receives it as coming from 203.0.113.1. When PBX responds, process is same as for notebook/ smartphone. In this way, two-way communication between notebook/ smartphone in LAN via a public IP address is possible.


If no DNAT rules are active, router will discard packets. In this case, it may return an ICMP Destination Unreachable reply.

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