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
Notice
While reasonable efforts were made to ensure that the information in this document was complete
and accurate at the time of printing, Lucent Technologies can assume no responsibility for any errors
or liability for any direct or consequential damages resulting from use of the information.  Changes
and/or corrections to the information contained in this document may be incorporated into future
issues.  Check the Readme file enclosed with the software to ensure you are aware of any last minute
modifications to this documentation.
Your Responsibility for Your Systems Security
Toll fraud is the unauthorized use of your telecommunications system by an unauthorized party, for
example, persons other than your companys employees, agents, subcontractors, or persons
working on your companys behalf. Note that there may be a risk of toll fraud associated with your
telecommunications system, and if toll fraud occurs, it can result in substantial additional charges for
your telecommunications services.
You and your System Manager are responsible for the security of your system, such as programming
and configuring your equipment to prevent unauthorized use. The System Manager is also
responsible for reading all installation, instruction, and system administration documents provided
with this product in order to fully understand the features that can introduce risk of toll fraud and the
steps that can be taken to reduce that risk.  Lucent Technologies does not warrant that this product
is immune from or will prevent unauthorized use of common carrier telecommunication services or
facilities accessed through or connected to it.  Lucent Technologies will not be responsible for any
charges that result from such unauthorized use.
Trademark Notice
PassageWay, PARTNER, MLS-34D, MLS-18D, MLS-12D, and MLS-6 are registered trademarks of
Lucent Technologies.
Microsoft, Windows, and Windows NT are registered trademarks of Microsoft Corporation.
ACT! is a registered trademark of Symantec Corporation.
Disclaimer
Intellectual property related to this product (including trademarks) and registered to AT&T
Corporation has been transferred to Lucent Technologies Incorporated.
Any references within this text to American Telephone and Telegraph Corporation or AT&T should be
interpreted as references to Lucent Technologies Incorporated. The exception is cross references to
books published prior to December 31, 1996, which retain their original AT&T titles.
Heritage Statement
Lucent Technologies — formed as a result of AT&T’s planned restructuring — designs, builds, and
delivers a wide range of public and private networks, communication systems and software,
consumer and business telephone systems, and microelectronics components. The world-renowned
Bell Laboratories is the research and development arm for the company. 
						

							Ordering Information
Call:Lucent Technologies BCS Publications Center
Voice 1 800 457-1235 International Voice 317 322-6791
Fax 1 800 457-1764 International Fax 317 322-6699
Write:Lucent Technologies BCS Publications Center
2855 North Franklin Road
Indianapolis, IN  46219
Order:Document No. 560-201-121
Comcode 108363052
Issue 1, December 1998
Fraud Intervention
If you suspect you are being victimized by toll fraud and you need technical support or assistance,
call the Lucent Technologies National Customer Care Center at 1 800 643-2353.
To Get Help
If you have any questions about or problems with Telephony Manager that this Getting Started guide
does not resolve, call the Lucent Technologies National Customer Care Center at
1 800 628-2888 or your local Authorized Dealer.
Home Page
The home page for Lucent Technologies is 
http://www.lucent.com 
						

							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 2-34
„Starting Telephony Manager 2-38
„Configuring the Dialing Information 2-42 
						

							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 Dialog Box 2-25
2-10. Extension Number Dialog Box 2-27
2-11. Sample Phone Line Information Dialog Box 2-28
2-12. Sample Feature Buttons Dialog Box 2-30
2-13. Number of Calls Dialog Box 2-39
2-14. Sample Telephony Properties Dialog Box 2-43
2-15. Sample Dialing Properties Dialog Box 2-44
2-16. Preferences Dialog Box 2-47 
						

							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 via your telephone.
PassageWay Telephony Manager increases your telecommunications
capabilities by providing the following applications:
„Telephony Manager
Telephony Manager is an application that enables you to control
telephone calls (both incoming and outgoing) directly from your PC.
From the Telephony Manager window, you can:
 ¾ make calls
 ¾ answer calls
 ¾ view the calling/called party information for each call (referred to as
caller ID in this guide), if available 
						

							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 in Phonebook. If the telephone number
matches an entry in Phonebook, Telephony Manager displays the
name of the caller, enabling you to know who is calling before you
answer your telephone.
„Log Manager
Log Manager is an application that enables you to access information
from the call log, which stores a record of every call you make and
receive while Telephony Manager is running. Using Log Manager, you
can review and edit notes you took during calls via Telephony Manager
and place calls directly from the call records. 
						

							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) automatically. If a
match is found, the record containing the matching information in your
database application is displayed without you having to perform any
actions. You can use these scripts with Auto-Task Manager and
Telephony Manager Function buttons.
„Auto-Task Manager
Auto-Task Manager is an application that enables you to specify
criteria (for example, incoming call or outgoing call, calling party
number, calling party name, called party number, or called party
name) that will “trigger” scripts to run automatically.
„Anywhere Dialer
Anywhere Dialer is an application that enables you to dial telephone
numbers from any Windows application via Telephony Manager.
Support for TAPI
Telephony Manager runs with the Microsoft Windows Telephony Application
Programming Interface (TAPI). To be used with a PARTNER system,
Telephony Manager requires the PassageWay Service Provider software,
which is a device driver that enables TAPI-compliant applications
(such as Telephony Manager) to communicate with your telephone.
Telephony Manager also supports the Unimodem and Unimodem V service
providers, enabling you to use Telephony Manager on a laptop PC when you
are away from the office (that is, not connected to your company’s PARTNER
system).