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AltiGen comm MAXCS 85 AltiConsole Manual

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    							AltiConsole™
    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 is your sole responsibility 
    to use the security features and to establish security practices within your 
    company, including training, security awareness, and call auditing.
    NOTICE
    While every effort has been made to ensure accuracy, AltiGen 
    Communications, Inc., will not be liable for technical or editorial errors or 
    omissions contained within the documentation. The information contained in 
    this documentation is subject to change without notice.
    This documentation may be used only in accordance with the terms of the 
    AltiGen Communications, Inc., License Agreement.
    AltiGen Communications, Inc. 
    679 River Oaks Parkway 
    San Jose, CA 95134 
    Telephone:    888-AltiGen (258-4436) 
    Fax:               408-597-9020 
    E-mail:          [email protected] 
    Web site:       www.altigen.com
    TRADEMARKS
    MAX Communication Server, MaxAdministrator, MaxCommunicator, 
    MaxAgent, MaxSupervisor, MaxInSight, MaxOutlook, MaxCall, Enterprise 
    Manager, AltiServ, AltiLink, AltiConsole, VRPlayer, Zoomerang, IPTalk, Alti-
    Mobile Extension, InTouch Dialer, AltiReport, and SuperQ are trademarks 
    or registered trademarks of AltiGen Communications, Inc.
    All other brand names mentioned are trademarks or registered trademarks 
    of their respective manufacturers.
    Copyright © AltiGen Communications, Inc. 2015. All rights reserved.  
    						
    							AltiConsole Manual iii
    Contents
    About AltiConsole   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
    Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
    Pre-Installation Checklist  . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
    Installing AltiConsole  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
    Auto Upgrade   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
    Downgrade Procedure   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
    Getting Started  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
    Logging In  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
    Other MAXCS Settings Apply to AltiConsole   . . . . . . . . . . . . 6
    About the AltiConsole Main Window  . . . . . . . . . . . . . . . . . . . 6
    Busy Lamp Field View (BLF tab)  . . . . . . . . . . . . . . . . . . . . . . 8
    All Extensions View (ALL tab)  . . . . . . . . . . . . . . . . . . . . . . .  10
    Trunk Status View (Trunk tab)  . . . . . . . . . . . . . . . . . . . . . . . 11
    Speed Dial View (SPEED tab)  . . . . . . . . . . . . . . . . . . . . . . 12
    Call Statuses  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
    Activity States   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
    Keyboard Shortcuts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
    Mouse Shortcuts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  15
    Handling Calls   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
    Hands Free Handling   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
    Dialing  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
    Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
    Hold and Hold Pending  . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
    Transferring Calls   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
    Unattended Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
    Supervised Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
    Transfer to Auto Attendant . . . . . . . . . . . . . . . . . . . . . . . . 22
    Transfer to Voice Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
    System Call Park  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
    Line Park  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 
    						
    							 iv   AltiConsole Manual     
    Conference Calls  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
    Overhead Paging  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
    Park and Page  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
    Recording a Call   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
    Using AltiConsole with Polycom Phones  . . . . . . . . . . . . . . . 29
    Configuring AltiConsole Settings   . . . . . . . . . . . . . . . . . . . . . 31
    Setting AltiConsole Behavior, Overhead Paging, Auto Atten-
    dant   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
    Viewing Your Server, Extension, and Tenant ID  . . . . . . . . .33
    Setting Speed Call List Entries   . . . . . . . . . . . . . . . . . . . . . . 33
    Group Setup   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
    BLF List Setup  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
    Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 
    						
    							AltiConsole Manual 1
    CHAPTER 1 
    About AltiConsole
    AltiConsole is an attendant console application for a client system or 
    personal computer. It connects to MAX Communication Server ACM. 
    AltiConsole can simultaneously support up to 10 operators on the same 
    MAXCS system. You must purchase an AltiConsole software license for 
    the number of sessions you want to run.
    AltiConsole provides the following call handling functions:
    • Placing and answering calls
    • Placing calls on hold
    • Transferring calls (blind and supervised transfers)
    • Transferring calls to voice mail
    • Transferring calls to an auto attendant
    • Conference calls (with up to six parties)
    • Parking calls
    • Accessing overhead paging (if available on your system)
    • Viewing the call status of users on the system (busy, DND, and so on) 
    						
    							AltiConsole Manual 3
    CHAPTER 2 
    Installation
    The client system must meet the following minimum requirements:
    • IBM/PC AT compatible system
    •1 GHz CPU or faster
    • Microsoft Windows 10, Windows 7 (32-bit or 64-bit), or Windows 8 . 1  
    (64-bit)
    •1 GB Hard Drive Disk Space
    •1 GB RAM
    • SVGA monitor (1024x768) with 256-color display, or better
    • Keyboard and mouse
    Pre-Installation Checklist
    Before installing AltiConsole, make sure the following is done:
    • The AltiConsole client should be connected to the AltiGen phone 
    system over the LAN.
    • MAXCS ACM Release 8.0 must be installed on the system to which 
    the AltiConsole client is connected.
    • The system administrator must configure the AltiConsole extension to 
    enable Multiple Call Waiting as an Answering option, and configure 
    the extension’s Busy Call Handling and No Answer Handling as 
    desired.
    • The AltiConsole License Key must be enabled.
    • Older client programs cannot be installed on the same computer 
    running ACM 8.0 client programs.
    Installing AltiConsole
    1. Access the MAXCS installation media.
    2. Run Setup.exe from the AltiConsole folder and follow the installation 
    instructions. 
    						
    							AltiConsole Manual     4 
    Auto Upgrade
    Each time you start up AltiConsole, a comparison is made with the version 
    of MAXCS ACM that is running on the server. If updates were made on the 
    server, and your version of AltiConsole is out-of-date, you are prompted 
    for upgrade permission. If you automatically upgrade, the AltiConsole 
    startup is terminated and a software upgrade session is started. Restart 
    AltiConsole to run the newer version.
    Note:For remote AltiConsole users outside the firewall, TCP port 10050 
    is required to be open to allow automatic upgrade. Automatic 
    upgrade over the Internet requires the sending of 15 MB files over 
    the WAN, which may take some time, to perform the automatic 
    update.
    Downgrade Procedure
    1. Go to Control Panel > Add/Remove Programs and remove the 
    AltiConsole 8.0 program and ALL OTHER 8.0 client applications 
    (including MaxAgent, MaxCommunicator, MaxSupervisor, 
    MaxOutlook, and CDR Search).
    2. Reboot your system.
    3. Go to :Program Files\AltiGen\Shared Files\ and 
    remove AlpInterface.dll.
    Note:The AlpInterface might be located under \WinNT\System32\, 
    \Windows\System32\ or some other location. Use the Search 
    for Files and Folders feature to locate and remove all 
    AlpInterface.dll files from the system.
    4. Install the AltiConsole software you had installed previously. 
    						
    							AltiConsole Manual 5
    CHAPTER 3 
    Getting Started
    Start AltiConsole from the Microsoft Windows Start menu, by choosing 
    Start > All Programs > AltiConsole > AltiConsole 8.0.
    In order to run AltiConsole, the system server must be up and running. 
    While the system is running, the data you see in your AltiConsole windows 
    is refreshed and updated. If the system is stopped in the middle of an 
    AltiConsole session, you will be prompted to close your session.
    Logging In
    When you log in, you are prompted for the following information. Fill in 
    the fields, check the appropriate options, and click Login.
    Local Server Info:
    •Server Address — the IP address of your server
    •Extension Number — your extension number.
    •Extension Password — your extension password.
    Note:Up to eight unsuccessful login attempts are allowed, after 
    which login will be disabled for from 1 to 24 hours (depending 
    on the duration set by your system administrator).
    Options: 
    						
    							6    AltiConsole Manual 
    •Save Password — remembers your password for the next time you  
    log in.
    •Monitor group call queue — lets you see all calls in a group’s queue, 
    along with waiting times. You can then monitor queues for every 
    group you belong to. 
    Note:Your logon information for the current session will be shown in the 
    Logon Info tab of the Setup dialog box. See 
    “Viewing Your 
    Server, Extension, and Tenant ID” on page 33. 
    Note:If you have trouble logging in, check with your system 
    administrator to be sure you are using a physical extension. 
    Other MAXCS Settings Apply to AltiConsole
    If you have configured your extension settings by way of other MAXCS 
    system applications such as MaxCommunicator, those settings apply when 
    you run AltiConsole on your extension. For example, if you enable Hands 
    Free Manual Answer Mode by pressing #82 or #81 on your telephone 
    keypad (which allows you to answer calls leaving your phone off hook), 
    that setting is active when you use AltiConsole.
    The Hands Free Manual Answer Mode is one setting you’ll probably 
    want to use in a busy environment. See “Hands Free Handling” on page 17.
    About the AltiConsole Main Window
    When you start AltiConsole, the main window appears: 
    						
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