Lucent Technologies PassageWay Telephony Manager R2.0 For PARTNER Communications System Getting Started Manual

PassageWay® Telephony Manager R2.0
for PARTNER
® Communications System
Getting Started
560-201-121
Comcode 108363052
Issue 1
December 1998 

Copyright 
Ó 1998 Lucent Technologies560-201-121
All Rights Reserved Comcode 108363052
Printed in U.S.A.Issue 1
December 1998
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Contents
iii
1Introduction1-1
„What is PassageWay Telephony Manager? 1-1
„Support for TAPI 1-3
„About This Guide 1-4
„User Responsibilities 1-5
„Online Help 1-5
„Conventions Used in This Guide 1-6
„Getting Help 1-7
2 Installing and Configuring
Telephony Manager
2-1
„Overview 2-1
„Installation Instructions 2-2
„PassageWay Telephony Manager Components 2-4
„PassageWay Telephony Manager Requirements 2-4
„Installing and Configuring the PassageWay
Service Provider 2-8
„Installing the Telephony Manager Software...

Contents
iv
„Configuring Telephony Manager and Phonebook
Options 2-46
„Removing the PassageWay Service Provider 2-51
„Removing Telephony Manager 2-53
3Using the Telephony Manager Applications3-1
„Overview 3-1
„Using Telephony Manager 3-2
„Using Phonebook 3-4
„Using Log Manager 3-6
„Using Anywhere Dialer 3-8
„Using Script Editor 3-11
„Using Auto-Task Manager 3-17
4Troubleshooting4-1
„Overview 4-1
„Troubleshooting Telephony Manager 4-2
„PassageWay Adapter LED 4-25
„Troubleshooting Connect 4-26 

Figures
v
2 Installing and Configuring
Telephony Manager
2-1
2-1. Connecting the Line Cord to the PassageWay
Adapter 2-11
2-2. Connecting the Modular Phone Cord to the
PassageWay Adapter 2-12
2-3. Find PassageWay Link Dialog Box 2-17
2-4. Sample PassageWay Configurator - COM Port
Dialog Box 2-19
2-5. PARTNER System Version Dialog Box 2-20
2-6. Telephone Models Dialog Box 2-21
2-7. Auto Configure Your Telephone Dialog Box 2-22
2-8. Sample Phone Line Information Dialog Box 2-23
2-9. Sample Feature Buttons...

Figures
vi
3Using the Telephony Manager Applications3-1
3-1. Anywhere Dialer Icon in the System Tray 3-8 

Introduction
1
1-1
What is PassageWay Telephony
Manager?
PassageWay® Telephony Manager is a set of computer telephony
integration (CTI) applications enabling you to control telephone calls (both
incoming and outgoing) directly from your personal computer (PC). These
applications run with Microsoft
® Windows® 95, Microsoft Windows NT®
Workstation 4.0 or later, and Microsoft Windows NT Server 4.0 or later, and
provide you with an interface between your PC and your companys
PARTNER
® Communications System...

Introduction
1-2
 ¾ take notes during calls
 ¾ place calls on hold
 ¾ hang up calls
 ¾ transfer calls
 ¾ set up and manage conference calls
 ¾ program speed dial buttons
 ¾ program and invoke system feature buttons
„Phonebook
Phonebook is a card file application that enables you to maintain
names, addresses, telephone numbers, and other information you
need. You can place calls directly from Phonebook cards, and you
can set Telephony Manager to match the telephone numbers of
incoming calls with entries...

Introduction
1-3
„Script Editor
Script Editor is an application that enables you to automate routine
tasks by recording scripts that you can run with Telephony Manager.
Scripts are user-defined tasks (such as, running a program or
performing a set of actions). For example, using Script Editor, you can
program automatic “screen pops,” where your database application
searches your files to find a match with the information for the incoming
call (such as the caller ID number or caller ID name)...