ATT Passageway For Partner Communications System User Guide
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Installing and Setting Up PassageWay Solution To set up AT&TBuzz initially, perform the following steps: 1.Double-click on the AT&TBuzz icon. The AT&TBuzz Initialization dialog box appears. Figure 2-17. AT&TBuzz Initialization Dialog Box 2. Select the Continue button. The Run Mode dialog box appears. 2-26
Installing and Setting Up PassageWay Solution Figure 2-18. Run Mode Dialog Box /NOTE: If you have a PARTNER II Release 3.0 or later system, and no Caller ID Inspect button is programmed on your telephone, the No Caller ID Inspect dialog box appears. If you do not want to program a Caller ID Inspect button, select the Continue button to access the Run Mode dialog box. A Caller ID Inspect button is important if you want to access the Caller ID information for outside calls. Without a Caller ID Inspect button, AT&TBuzz will present Caller ID only for the first call that starts ringing at your telephone. 2-27
Installing and Setting Up PassageWay Solution However, to use Caller ID, you must have a PARTNER II Release 3.0 or later system that has lines subscribed to Caller ID from your local telephone company. In addition, these lines must be plugged into a PARTNER 206EC or 400EC module on your PARTNER system. If your system does not meet these requirements, it is unnecessary for you to program a Caller ID Inspect button. If your system does meet these requirements, you should program a Caller ID Inspect button after setting up AT&TBuzz. (Consult Programming a Caller ID Inspect Button in Chapter 7.) 3.Proceed to Setting the Run Mode Option. Setting the Run Mode Option AT&TBuzz can run in one of the following modes: n No Matching n Match to AT&TCall File n Export via Paste Link DDE Review the descriptions of all three modes to determine which mode would best fit your needs. No Matching Mode When running in No Matching mode, AT&TBuzz displays on your PC the Line, State, and Caller ID (if available) for each incoming call. From the AT&TBuzz window, you can answer, place on hold, or hang up incoming calls. You would probably use this option if your system does not support Caller ID or if you do not plan on using the Caller ID information for database look-up. (Only PARTNER II Release 3.0 or later supports Caller ID.) To configure AT&TBuzz to run in No Matching mode, perform the following steps: 1. Select the No Matching option in the Run Mode dialog box and select the Continue button. 2-28
Installing and Setting Up PassageWay Solution A message box states that the initialization process is complete. 2. Select the OK button. The AT&TBuzz icon appears at the bottom of your screen. Figure 2-19. AT&TBuzz Running in No Matching Mode 3.Proceed to Setting User Options. 2-29
Installing and Setting Up PassageWay Solution Match to AT&TCall File Mode The Match to AT&TCall File mode integrates AT&TBuzz with AT&TCall, giving you a direct link between the Caller ID of incoming calls and an AT&TCall file. In this mode, you associate AT&TBuzz with an AT&TCall file. When you receive an incoming call, AT&TBuzz automatically searches the telephone numbers on every card in the AT&TCall file. If the Caller ID from the incoming call matches a telephone number in one of the cards in the AT&TCall file, AT&TBuzz displays the text from the primary and secondary sort fields from the card as the Call Label for the call. This gives you the ability to know the identity of the caller before answering the call. For example, if the primary sort field is Last Name, and the secondary sort field is First Name in the associated AT&TCall file, AT&TBuzz displays Last Name, First Name for the Call Label. If a match is found, you can have AT&TCall display the associated card. If a match is not found, you can create a new card for this call and add the new card to the card bank of the associated AT&TCall file. In this mode, AT&TBuzz displays on your PC the Line, State, Caller ID (if available), and Call Label (if available) for each incoming call. From the AT&TBuzz window, you can answer, place on hold, or hang up incoming calls. You should use this option if your system supports Caller ID, and you want to match the Caller ID to an AT&TCall file. (Only PARTNER II Release 3.0 or later supports Caller ID.) To configure AT&TBuzz to run in Match to AT&TCall File mode, perform the following steps: 1.Select the Match to AT&TCall File option in the Run Mode dialog box. 2.Click the mouse in the AT&TCall File box and type sample.dex. This associates AT&TBuzz with the sample AT&TCall file that was copied to the hard disk of your PC when you installed the PassageWay applications. After you finish setting up AT&TBuzz, you must run AT&TCall, create a new AT&TCall file, and then associate your new AT&TCall file with AT&TBuzz. Refer to Chapter 4 to run AT&TCall and 2-30
Installing and Setting Up PassageWav Solution create a new AT&TCall file. Refer to Chapter 3 to associate a new AT&TCall file with AT&TBuzz. 3.Select the Continue button. The Area Code dialog box appears. Figure 2-20. Area Code Dialog Box 4.Enter the area code for the local area and select the OK button. AT&TBuzz displays a message box indicating that the initialization process is complete. 5.Select the OK button. The AT&TBuzz icon and the icon for the associated AT&TCall file appear. 2-31
Installing and Setting Up PassageWay Solution Figure 2-21. AT&TBuzz Running in Match to AT&TCall File Mode 6.Proceed to Setting User Options. Export via Paste Link DDE Mode The Export via Paste Link DDE mode enables AT&TBuzz to export the Caller ID and the line label to another Windows application that supports Paste Link DDE. In turn, AT&TBuzz may receive a string from that other Windows application and use that string as a Call Label. 2-32
Installing and Setting Up PassageWav Solution To use this option, you must meet the following requirements: nThe application that receives the Caller ID must support paste link DDE. nYou must have a user-customized interface in the application that receives the Caller ID. Examples are provided in the Readme file for AT&TBuzz. nYour PARTNER system must support Caller ID. For more information on Export via Paste Link DDE mode, refer to Appendix C. / To configure AT&TBuzz to run in Export via Paste Link DDE mode, perform the following steps: NOTE: When you configure AT&TBuzz to run in Export via Paste Link DDE mode, the contents of the Windows clipboard are overwritten. Therefore, if you have information in the clipboard that you want to save, go to another application and paste this information into a file before initializing AT&TBuzz to run in Export via Paste Link DDE mode. However, this only occurs when you first configure AT&TBuzz to run in Export via Paste Link DDE mode or select the Initialize Paste Link DDE option from the File menu. The contents of the clipboard are not affected during operation. 1. Select the Export via Paste Link DDE option in the Run Mode dialog box and select the Continue button. AT&TBuzz displays a dialog box indicating that the initialization process is complete. 2. Select the OK button. The following dialog box appears. 2-33
Installing and Setting Up PassageWay Solution Figure 2-22. AT&TBuzz Initialization Dialog Box 3.Select the Yes button. The following message box appears. Figure 2-23. AT&TBuzz Information Dialog Box 4.Select the OK button. The AT&TBuzz icon appears at the bottom of your screen. 2-34
Installing and Setting Up PassageWay Solution Figure 2-24. AT&TBuzz Running in Export via Paste Link DDE Mode 5.Proceed to Setting User Options. 2-35