AltiGen comm MAXCS 811 MaxOutlook Manual

MaxOutlook™
Manual
MAX Communication Server
Release 8.0
September 2015 

  
WARNING!
Toll fraud is committed when individuals unlawfully gain access to 
customer telecommunication systems. This is a criminal offense. 
Currently, we do not know of any telecommunications system that 
is immune to this type of criminal activity. AltiGen 
Communications, Inc., will not accept liability for any damages, 
including long distance charges, which result from unauthorized 
and/or unlawful use. Although AltiGen Communications, Inc., has 
designed security features into its products, it...

MaxOutlook Manual iii
Contents
CHAPTER 1
About MaxOutlook   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Licensing   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Limitations   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
CHAPTER 2
Installation  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Pre-Installation Checklist   . . . . . . . . . . . . . . . . . . ....

ivMaxOutlook ManualDialing Out  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  22
Shortcut-Key Dialing and Smart Tag Dialing  . . . . . . . . . . . . . . .  22
Dialing Speed Dial Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . .  23
Redialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  24
Placing Calls on Hold  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  24
Using Call Waiting   . ....

MaxOutlook Manual v Call Handling   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
One Number Access (ONA)  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Before You Set Up ONA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Setting Up One Number Access. . . . . . . . . . . . . . . . . . . . . . . . . 54
Message Notification   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Working with Voice Mail Groups...

viMaxOutlook Manual 

MaxOutlook Manual 1
CHAPTER 1
About MaxOutlook
MaxOutlook is a version of AltiGen’s MaxCommunicator call management 
software. MaxOutlook is integrated into Microsoft Outlook (Outlook 2007, 
2010, or 2013 32-bit versions). It runs with MAX Communication Server 
ACM systems. MaxOutlook users can access, configure, and perform 
several of the system’s PBX functions directly from within Outlook, including 
call handling, call forwarding, voice messaging, extension monitoring, 
conferencing, and One Number...

2MaxOutlook ManualFor example, suppose you don’t want to run Outlook in a given session 
or period of time but you do open MaxCommunicator and/or MaxAgent, 
and then later you need Outlook. Before opening Outlook, you must 
close MaxCommunicator and MaxAgent completely, or MaxOutlook 
may not load. After Outlook is open, you may again open MaxAgent or 
MaxCommunicator. 

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CHAPTER 2
Installation
The client system must meet the following minimum requirements.
Operating systems supported:
•Windows 10
•Windows 7 SP1 (32-bit or 64-bit) 
•Windows 8.1 (64-bit)
System requirements:
•IBM/PC AT compatible system
•2 GHz CPU or faster
•1 GB available hard drive disk space
•512 MB RAM
•SVGA monitor 1024 x 768 (or 800 x 600) with 256 color display, or 
better
•Keyboard and mouse
•A sound card in the computer, if using IPTalk
•MAX Communication Server ACM 8.0 running...

4MaxOutlook Manual
•The extension affiliated with the client PC has a MaxCommunicator 
Seat License assigned to it, or there is a MaxCommunicator Session 
License installed in the MAXCS system.
•Outlook 2007, 2010, or 2013 (32-bit only) is installed on the client 
computer
Installing MaxOutlook on a Client System
When the above items are done, follow these steps on the client machine:
1. Close all Windows applications.
2. On the MAXCS installation media, open the MaxOutlook folder and run 
the Setup...