Toshiba Strata CIX100-S Manual do Utilizador

April 2008Telecommunication Systems DivisionNet PhoneUser Guide®

ContentsChapter 7 – Personal Call Handleriv Strata CIX Net Phone UG 04/08Chapter 7 — Personal Call HandlerCreating Personal Call Handling Rules ..

Connecting HeadsetsPlantronics Wireless Headset86 Strata CIX Net Phone UG 04/08• Listen Volume Control (4) – Pushing the button up will raise the

Connecting HeadsetsTrouble ShootingStrata CIX Net Phone UG 04/08 87Trouble ShootingIf you loose audio on a call after about 6 seconds, check for t

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Strata CIX Net Phone UG 04/08 89Using Microsoft Outlook 6Dialing from within OutlookWhen Outlook Phone Link has been installed, a "Phone Icon

Using Microsoft OutlookIncoming Calls90 Strata CIX Net Phone UG 04/08Note If you setup a rule to trigger on "When Ringing", you may NOT

Using Microsoft OutlookWhile on a CallStrata CIX Net Phone UG 04/08 91While on a CallWhenever you are on a telephone call (incoming or outgoing) y

Using Microsoft OutlookIntegrating with Outlook Calendar92 Strata CIX Net Phone UG 04/08Integrating with Outlook CalendarOne typical integration w

Using Microsoft OutlookIntegrating with Outlook CalendarStrata CIX Net Phone UG 04/08 93Step 2: Create Personal Call Handler Rules Two Personal C

Using Microsoft OutlookIntegrating with Outlook Calendar94 Strata CIX Net Phone UG 04/08Step 3: The Final PCH Rules The main thing is to ensure t

Strata CIX Net Phone UG 04/08 95Personal Call Handler 7This powerful feature of Net Phone allows you to create Call Handling Rules to automaticall

Strata CIX Net Phone UG 04/08 vIntroductionThis user guide describes how to use the Toshiba Net Phone software with Strata CIX670, CIX200, CIX10

Personal Call HandlerCreating Personal Call Handling Rules96 Strata CIX Net Phone UG 04/08Creating Personal Call Handling RulesThe following items

Personal Call HandlerCreating Personal Call Handling RulesStrata CIX Net Phone UG 04/08 97³ To Add or Change a Call Handling Rule³ Click the Add b

Personal Call HandlerCreating Personal Call Handling Rules98 Strata CIX Net Phone UG 04/08Step 1: Select a Triggering Event and Set the Condition

Personal Call HandlerCreating Personal Call Handling RulesStrata CIX Net Phone UG 04/08 99• Call Answered – Whenever a call is answered on the pho

Personal Call HandlerCreating Personal Call Handling Rules100 Strata CIX Net Phone UG 04/08• Call Disconnect – Whenever a call leaves the phone (w

Personal Call HandlerCreating Personal Call Handling RulesStrata CIX Net Phone UG 04/08 101• FWDed/XFRed Call Ringing – Whenever a call rings on t

Personal Call HandlerCreating Personal Call Handling Rules102 Strata CIX Net Phone UG 04/08• Status is Idle – Whenever the station is idle and the

Personal Call HandlerCreating Personal Call Handling RulesStrata CIX Net Phone UG 04/08 103• Outlook Calendar Appointment – An event that occurs a

Personal Call HandlerLike Matches104 Strata CIX Net Phone UG 04/08Like MatchesWhen you design a Rule to trigger using a Specific Number (for the C

Strata CIX Net Phone UG 04/08 105Unlike MatchesIn addition, you can precede any of the search strings with the characters <> to request all

IntroductionConventionsvi Strata CIX Net Phone UG 04/08ConventionsConventions DescriptionNoteElaborates specific items or references other informa

Personal Call HandlerExport Rules106 Strata CIX Net Phone UG 04/08Export Rules Once a rule has been designed, exporting the rule is recommended to

Personal Call HandlerImporting RulesStrata CIX Net Phone UG 04/08 107Importing RulesWhen the Net Phone program starts up, it automatically imports

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Strata CIX Net Phone UG 04/08 109Using Companion Applications 8Net Phone provides a powerful open architecture that allows companion applications

Using Companion ApplicationsDirectories110 Strata CIX Net Phone UG 04/08Finding EntriesThe Find window used in conjunction with the sort column is

Using Companion ApplicationsDirectoriesStrata CIX Net Phone UG 04/08 111• Additional Options – Right-click on the entry to access a menu of the ot

Using Companion ApplicationsDirectories112 Strata CIX Net Phone UG 04/08Speed Dial DirectoryList of telephone numbers. The user may add entries t

Strata CIX Net Phone UG 04/08 113Call HistoryNet Phone automatically creates a log of calls dialed and received on the local telephone extension.

Using Companion ApplicationsCall History114 Strata CIX Net Phone UG 04/08• Phone – the phone number you dialed (outgoing,) or the CallerID Number

Using Companion ApplicationsCall HistoryStrata CIX Net Phone UG 04/08 115• Additional Options – Right-click on the entry to access a menu of other

IntroductionRelated Documents/MediaStrata CIX Net Phone UG 04/08 viiRelated Documents/MediaNote Some documents listed here may appear in different

Using Companion ApplicationsCall History116 Strata CIX Net Phone UG 04/08 • Export Listing – Export the listing using either a CSV or Text forma

Using Companion ApplicationsCall HistoryStrata CIX Net Phone UG 04/08 117• Account Codes – Choose “All” for calls with any or no account code. Us

Browser WindowNet Phone provides an integrated web browser window for access to Internet or Intranet locations, or direct access to local HTML files.

Using Companion ApplicationsPresence ViewerStrata CIX Net Phone UG 04/08 119Presence Viewer³ To assign the Presence Viewer to one of Net Phone but

Using Companion ApplicationsPresence Viewer120 Strata CIX Net Phone UG 04/082. In the Set Options Key window, select Presence Viewer from the Key

Using Companion ApplicationsPresence ViewerStrata CIX Net Phone UG 04/08 1213. Use the double arrow buttons to add or remove users from the group

Using Companion ApplicationsOther Applications122 Strata CIX Net Phone UG 04/08Other ApplicationsSeveral other applications integrate with Net Ph

Strata CIX Net Phone UG 04/08 123IndexAabout this bookconventions, viorganization, vrelated documents, viiaccount code, 48account number, 51A

IndexD ~ G124 Strata CIX Net Phone UG 04/08callanswered, 99control, 42disconnect, 100extra call info, 77forward, 3history, 15, 113logging,

IndexH ~ NStrata CIX Net Phone UG 04/08 125Hhangup, 42headsetcontrols, 85installation, 84operation, 85trouble shooting, 87volume control, 86

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IndexO ~ T126 Strata CIX Net Phone UG 04/08startup, 100streamlined view, 2OOAISYS, 38auto call record, 5Tracer, 5, 38On manual dialing, 18op

IndexU ~ WStrata CIX Net Phone UG 04/08 127TASKE Contact, 48testing actions, 72transfer, 42, 66trunk access code, 20UURL, 35, 53, 54user defi

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Strata CIX Net Phone UG 04/08 1The Grand Tour 1The Net Phone works with Net Server to provide a small but powerful "PC-Phone" for use b

The Grand TourThe Main Screen2 Strata CIX Net Phone UG 04/08The Main ScreenThis section gives an overview of the main user interface of the Net Ph

The Grand TourThe Main ScreenStrata CIX Net Phone UG 04/08 3Button / Icon DescriptionMain MenuClick this button to access Net Phone configuration

The Grand TourThe Main Screen4 Strata CIX Net Phone UG 04/08A number of shortcut keys allow you to use the keyboard in place of the mouse to contr

The Grand TourThe Main ScreenStrata CIX Net Phone UG 04/08 5Expanded ViewIn “Expanded” view the Net Phone is enlarged beyond the streamlined view

Publication InformationToshiba America Information Systems, Inc. Telecommunication Systems DivisionPublication InformationToshiba America Information

The Grand TourThe Main Screen6 Strata CIX Net Phone UG 04/08• Streamline Button – Used to change Net Phone back to its "Streamlined" vie

The Grand TourThe Main ScreenStrata CIX Net Phone UG 04/08 7Screen Docked ViewsNet Phone provides a screen-docking feature (in Ver. 4.7 and after)

The Grand TourThe Main Screen8 Strata CIX Net Phone UG 04/08The File menu item expands into an ability to Change the Login settings, an ability to

The Grand TourThe Side Window ScreenStrata CIX Net Phone UG 04/08 9The Side Window ScreenClick the “Side Window Rollout” button on the main screen

The Grand TourThe Side Window Screen10 Strata CIX Net Phone UG 04/08Buttons ModeBelow is a sample view of the side window screen in Buttons mode,

The Grand TourCompanion Application WindowsStrata CIX Net Phone UG 04/08 11Companion Application WindowsCompanion Application Windows open as the

The Grand TourSkins12 Strata CIX Net Phone UG 04/08SkinsSkins provide the method for changing the color scheme and button appearance. Skins can a

Strata CIX Net Phone UG 04/08 13Net Phone Settings 2This section defines settings that are available to the user for customizing Net Phone to meet

Net Phone SettingsPreferences14 Strata CIX Net Phone UG 04/08General TabThese settings control how Net Phone interacts with other Windows-based pr

Net Phone SettingsPreferencesStrata CIX Net Phone UG 04/08 15• Mobile User – some users travel with a laptop PC from desktop to desktop each time

© Copyright 2008This document is copyrighted by Toshiba America Information Systems, Inc. with all rights reserved. Under the copyright laws, this do

Net Phone SettingsPreferences16 Strata CIX Net Phone UG 04/08Extra Info ScreenEach call may have additional information attached to the call that

Net Phone SettingsPreferencesStrata CIX Net Phone UG 04/08 17³ To Add or Change a Static Info Field:• Field Name – Select from the pre-defined lis

Net Phone SettingsPreferences18 Strata CIX Net Phone UG 04/08MS Outlook Integration Net Phone is specifically designed to work in harmony with Mic

Net Phone SettingsPreferencesStrata CIX Net Phone UG 04/08 19• Automatically Open a CONTACT for each Call – When enabled, whenever you dial a phon

Net Phone SettingsPreferences20 Strata CIX Net Phone UG 04/08Dialing TabThe biggest choice to make in this tab is to determine whether to follow a

Net Phone SettingsPreferencesStrata CIX Net Phone UG 04/08 21Dialing Outside Numbers• Dial same as User Dialed – With this option selected, outsid

Net Phone SettingsPreferences22 Strata CIX Net Phone UG 04/08Defining a Local Dialing PlanEach area of the US uses a different set of rules for de

Net Phone SettingsPreferencesStrata CIX Net Phone UG 04/08 23Calling Within My Home Area Code• Home Area Code – Set this to the Area code where th

Net Phone SettingsPreferences24 Strata CIX Net Phone UG 04/08Calling Outside My Home Area Code• Any calls outside your Home Area Code LOCAL calls?

Net Phone SettingsPreferencesStrata CIX Net Phone UG 04/08 25Docking TabThe docking tab defines the contents of Net Phone when docked to the top o

TOSHIBA AMERICA INFORMATION SYSTEMS, INC. (“TAIS”)Telecommunication Systems Division License AgreementIMPORTANT: THIS LICENSE AGREEMENT (“AGREEMENT”)

Net Phone SettingsPreferences26 Strata CIX Net Phone UG 04/08Advanced TabThis screen allows the changing of the basic connection for Net Phone and

Net Phone SettingsPreferencesStrata CIX Net Phone UG 04/08 27• Login name – Enter your Login name. If a new installation, a client will automatic

Net Phone SettingsPreferences28 Strata CIX Net Phone UG 04/08Diagnostic Logging/UplinkThis section allows enabling of the Debug utility and have i

Net Phone SettingsSetting Up Hot Key Dialing & PopupStrata CIX Net Phone UG 04/08 29Setting Up Hot Key Dialing & PopupNet Phone provides t

Net Phone SettingsOptions Buttons30 Strata CIX Net Phone UG 04/08Options ButtonsNet Phone provides a powerful architecture that allows companion a

Net Phone SettingsOptions ButtonsStrata CIX Net Phone UG 04/08 31Option Button Key TypesDirectory ButtonExtension Directory• Chat Menu – Enables r

Net Phone SettingsOptions Buttons32 Strata CIX Net Phone UG 04/08Feature Directory ButtonFeature Directory• Show Standard Features – Display stand

Net Phone SettingsOptions ButtonsStrata CIX Net Phone UG 04/08 33Speed Dial ButtonPersonal Directory• Edit Menu – Allow right-click access to edit

Net Phone SettingsOptions Buttons34 Strata CIX Net Phone UG 04/08Call History ButtonCall History• View Info Menu – Enables the View Info menu in t

Net Phone SettingsOptions ButtonsStrata CIX Net Phone UG 04/08 35Bank of Buttons• Bank # – Specifies the group number of the button bank. You mus

Toshiba America Information Systems, Inc.Telecommunication Systems DivisionLimited WarrantyToshiba America Information Systems, Inc., (“TAIS”) warrant

Net Phone SettingsOptions Buttons36 Strata CIX Net Phone UG 04/08• Auto Startup – Allow the Browser to start automatically with Net Phone. Useful

Net Phone SettingsOptions ButtonsStrata CIX Net Phone UG 04/08 37Power Dial ButtonAllow you to automatically call a list of phone numbers or dial

Net Phone SettingsOptions Buttons38 Strata CIX Net Phone UG 04/08Replay ButtonReplay is a client application for OAISYS Tracer. Replay must be in

Net Phone SettingsUser Programmable KeysStrata CIX Net Phone UG 04/08 39User Programmable KeysThe Net Phone has many different User Programmable k

Net Phone SettingsUser Programmable Keys40 Strata CIX Net Phone UG 04/08To Change KeyThis opens the Setup Key configuration settings shown below.

Net Phone SettingsUser Programmable KeysStrata CIX Net Phone UG 04/08 41Speed Dial KeysCreates a speed dial key for one-button dialing. Net Phone

Net Phone SettingsUser Programmable Keys42 Strata CIX Net Phone UG 04/08System/PBX Command KeysThe System/PBX command keys are maintained for back

Net Phone SettingsUser Programmable KeysStrata CIX Net Phone UG 04/08 43User Defined Action KeysCustomized features can be placed on keys by using

Net Phone SettingsUser Programmable Keys44 Strata CIX Net Phone UG 04/08DSS Extension KeysDirect Station Selection provides one-button dialing to

Net Phone SettingsUser Programmable KeysStrata CIX Net Phone UG 04/08 45Run Program KeysThis sets the key to run a specific application or load a

WARRANTIES FOR NON-TOSHIBA BRANDED THIRD PARTY PRODUCTSA valuable element of Toshiba’s product strategy is to offer our customers a complete product p

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Strata CIX Net Phone UG 04/08 47User-Defined Actions 3You can define powerful actions that can be used with both the Personal Call Handler and und

User-Defined ActionsCreating Actions48 Strata CIX Net Phone UG 04/08takes you to a screen for creating or editing an action. The types of actions

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 49Export Call InfoThis action is used to export call information to another prog

User-Defined ActionsCreating Actions50 Strata CIX Net Phone UG 04/08• Log String – Create the string defining the content to be written into the f

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 51Modify Call InformationThis action changes the Caller ID name, Caller ID name,

User-Defined ActionsCreating Actions52 Strata CIX Net Phone UG 04/08Extra Info• Field Name – Enter the name of the field to be changed. This name

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 53Play WAV FileThis action will play a specified WAV file on the PC sound card.•

User-Defined ActionsCreating Actions54 Strata CIX Net Phone UG 04/08Pop Internal Web BrowserThis action can be used to send a URL to the ‘built-in

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 55Button Name: URL (Param1): Param 2:Speed DialIf blank, it uses the default “My

Strata CIX Net Phone UG 04/08 iContentsIntroductionOrganization...

User-Defined ActionsCreating Actions56 Strata CIX Net Phone UG 04/08Note Specifying a new file name in Param 1 and requires manually creating that

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 57• Popup Info Screen Type – Choose either Standard Info or Extra Info. When Ex

User-Defined ActionsCreating Actions58 Strata CIX Net Phone UG 04/08Run another ProgramThis action triggers the running of another program on the

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 59Send DDE MsgThis action sends a DDE Execute message to another program on the

User-Defined ActionsCreating Actions60 Strata CIX Net Phone UG 04/08Send Keystrokes to a ProgramThis action provides a way to send keystrokes to a

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 612. Key Strokes: To restore Notepad (Alt Sp R): Key Strokes:= %%{ }R and to

User-Defined ActionsCreating Actions62 Strata CIX Net Phone UG 04/08Combination KeysTo specify keys combined with any combination of Shift, Ctrl,

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 63Set Phone Do Not DisturbThis action sets the phone’s Do Not Disturb feature in

User-Defined ActionsCreating Actions64 Strata CIX Net Phone UG 04/08Set Phone Status MessageThis action works much the same as Set Phone Do Not Di

User-Defined ActionsCreating ActionsStrata CIX Net Phone UG 04/08 65System/PBX CommandThis action can be used to send appropriate OAI commands to

ContentsChapter 3 – User-Defined Actionsii Strata CIX Net Phone UG 04/08Options Buttons ...

User-Defined ActionsCreating Actions66 Strata CIX Net Phone UG 04/08Transfer CallThis action causes the active call to be transferred to another p

User-Defined ActionsAction VariablesStrata CIX Net Phone UG 04/08 67Action VariablesNet Phone uses variables to provide information to actions. N

User-Defined ActionsAction Variables68 Strata CIX Net Phone UG 04/08Note Insert +x following the ‘%’ character to restrict the variable value to t

User-Defined ActionsAction VariablesStrata CIX Net Phone UG 04/08 69System VariablesNet Phone also uses System Variables for Action parameter stri

User-Defined ActionsAction Variables70 Strata CIX Net Phone UG 04/08Note &T and &U variables accept a relative addition of time in the for

User-Defined ActionsAction VariablesStrata CIX Net Phone UG 04/08 71Importing ActionsWhen the Net Phone program starts up, it automatically import

User-Defined ActionsAction Variables72 Strata CIX Net Phone UG 04/08Testing ActionsWhile in the Add/Edit Action screen, a Show Test/Done Testing b

Strata CIX Net Phone UG 04/08 73Using Net Phone Features 4This chapter defines how to use PBX features from Net Phone. Features included are Call

Using Net Phone FeaturesCall Handling Features74 Strata CIX Net Phone UG 04/08³ Using Net Phone Dialpad1. Click the dialpad button to expose the

Using Net Phone FeaturesCall Handling FeaturesStrata CIX Net Phone UG 04/08 75Answering CallsTypically the longest ringing calls are answered firs

ContentsChapter 4 – Using Net Phone FeaturesStrata CIX Net Phone UG 04/08 iiiChapter 4 — Using Net Phone FeaturesCall Handling Features ...

Using Net Phone FeaturesCall Handling Features76 Strata CIX Net Phone UG 04/08Transferring Calls³ Using Transfer Button1. While talking with a cal

Using Net Phone FeaturesCall Handling FeaturesStrata CIX Net Phone UG 04/08 77Viewing Extra Call InformationNet Phone has the ability to attach, r

Using Net Phone FeaturesCall Handling Features78 Strata CIX Net Phone UG 04/08³ To Add or Change Information1. With the “Call Info” window open, p

Using Net Phone FeaturesPhone Feature OperationStrata CIX Net Phone UG 04/08 79Phone Feature OperationStatus messages and Call Forwarding is avail

Using Net Phone FeaturesPhone Feature Operation80 Strata CIX Net Phone UG 04/08Call Fowarding³ To Set Call Forwarding1. Right-click the button.2

Using Net Phone FeaturesCall Center FeaturesStrata CIX Net Phone UG 04/08 81Call Center FeaturesThe ACD actions can be used to Log In / Log Out to

Using Net Phone FeaturesCall Center Features82 Strata CIX Net Phone UG 04/08³ To Log Out1. Highlight the group name(s) in the left-hand box and cl

Strata CIX Net Phone UG 04/08 83Connecting Headsets 5Plantronics Wireless Headset CS50-USB and CS60-USB DECTThis is a User Guide for Plantronics U

Connecting HeadsetsPlantronics Wireless Headset84 Strata CIX Net Phone UG 04/08• The headset power is automatically turned off by Net Phone whenev

Connecting HeadsetsPlantronics Wireless HeadsetStrata CIX Net Phone UG 04/08 85Headset Controls and Operation• Charging Indication (1) – Red LED o