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

							Installing and Configuring Telephony
Manager
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Configuring Telephony Manager
and Phonebook Options
This section describes how to configure the following:
„how you want Telephony Manager and Phonebook to operate when
you receive and answer calls.
„whether you want Telephony Manager to match the caller ID for calls
against entries in your Phonebook directory.
„whether you want Phonebook to start automatically every time you start
Telephony Manager.
„whether you want Telephony Manager to place active calls on hold
automatically when you make or answer another call.
„whether you want Telephony Manager to play feedback tones on your
sound system speakers when you transfer and conference calls
successfully via Telephony Manager. 
						

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To configure the Phonebook options:
  1.  From the Options menu in the Telephony Manager window, choose
Preferences.
   The Preferences dialog box appears.
Figure 2-16.  Preferences Dialog Box
  2.  In the Application Pop Options area, select the 
Show Telephony
Manager on Ringing
 check box to specify whether Telephony
Manager will appear when you receive a call. A check mark in the
Show Telephony Manager on Ringing check box indicates that the
Telephony Manager window will appear when you receive a call. 
						

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 3. Select the Show Phonebook on Answer check box to specify whether
the Phonebook window will appear when you answer a call. A check
mark in the 
Show Phonebook on Answer check box indicates that the
Phonebook window will appear when you answer a call.
 4. Select the 
Show Notes Screen on Answer check box to specify
whether the Log Notes and Details window will appear when you
answer a call. A check mark in the 
Show Notes Screen on Answer
check box indicates that the Log Notes and Details window will
appear when you answer a call.
  5.  In the Phonebook Options area, select the 
Use Phonebook for caller
ID information
 check box to enable or disable caller ID matching. A
check mark in the 
Use Phonebook for caller ID information check box
indicates that Telephony Manager will try to match caller ID with
Phonebook entries.
   If you set Telephony Manager to match caller ID with Phonebook
entries, Telephony Manager takes the caller ID (if available) for
incoming, external calls and tries to find a matching telephone
number in Phonebook. If a match is found, the name and telephone
number from Phonebook are displayed for the call in the Call
Appearance area of Telephony Manager. If a match is not found, the
information from your company’s telephone system is displayed for
the call in the Call Appearance area.
  
  NOTE:
   Caller ID matching is only performed when there is no calling
name provided with the incoming call. Also, Phonebook must
be running for caller ID matching to work.
   If you do not set Telephony Manager to match caller ID with
Phonebook entries, the information from your company’s telephone
system is displayed for the call in the Call Appearance area of
Telephony Manager. 
						

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 6. Select the Launch Phonebook at start of application check box to
enable or disable Phonebook to start automatically when Telephony
Manager starts. A check mark in the 
Launch Phonebook at start of
application
 check box indicates that Phonebook will start
automatically when Telephony Manager starts.
  7.  In the Call Action Options area, select the option button of the action
you want Telephony Manager to perform when you make or answer a
call while you are already active on a call.
   If you want Telephony Manager to place the active call on hold
automatically when you make or answer another call, select the 
Auto-
Hold
 option button.
   If you want Telephony Manager to drop (that is, hang up) the active
call automatically when you make or answer another call, select the
Auto-Drop option button.
  8.  In the Response Options area, select the 
Play feedback tones for
successful actions
 check box to enable or disable Telephony
Manager to play feedback tones on your sound system speakers
when you transfer and conference calls successfully. If you do not
have a sound board and speakers, you will not hear these tones. A
check mark in the 
Play feedback tones for successful actions check
box indicates that Telephony Manager will play the feedback tones on
your sound system speakers when you transfer and conference calls
successfully.
  9.  Choose the OK button. 
						

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You have finished configuring Telephony Manager and Phonebook. Refer to
Chapter 3 to start the Telephony Manager applications. If you need
information about features and procedures for Telephony Manager,
Phonebook, Log Manager, Anywhere Dialer, Auto-Task Manager, and Script
Editor, be sure to consult the online help that is provided with these
applications.
  NOTE:
If you want to convert your existing telephone number/address files
(such as AT&TCall files) into Phonebook files, select the Import
command from the File menu in Phonebook. Be sure to check the
Phonebook online help for complete instructions on importing existing
files into Phonebook. (See the “Import files into a Phonebook directory”
topic, which is located under “Exporting/Importing Information” in the
online help.) 
						

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Removing the PassageWay Service
Provider
Use the following procedure to remove the PassageWay Service Provider.
To remove the PassageWay Service Provider from your PC:
  1.  Close all PassageWay applications and telephony applications.
  2.  Select the Start button.
   The Start menu appears.
 3. Select Programs.
  4.  Select the application folder that contains the PassageWay Service
Provider. (The default application folder is PassageWay for
PARTNER.)
 5. Select UnInstaller for Service Provider.
   The PassageWay for PARTNER UnInstaller dialog box appears.
  6.  Choose the Next button.
   The Ready to UnInstall dialog box appears.
  7.  Choose the Finish button.
   The Perform Uninstall status box appears, displaying the status of the
uninstall process. When the uninstall is completed, the UnInstaller
Finished message box appears.
  8.  Choose the OK button.
   If you are using Windows 95, the PassageWay Service Provider is
removed from your PC. 
						

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   If you are using Windows NT 4.0 or later, a dialog box appears,
prompting you to restart your computer. Make sure there is no
diskette in your diskette drive, and choose the OK button to restart
your PC. 
						

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Removing Telephony Manager
Use the following procedure to remove Telephony Manager.
To remove Telephony Manager from your PC:
  1.  Close all PassageWay applications and telephony applications.
  2.  Select the Start button.
   The Start menu appears.
 3. Select Programs.
  4.  Select the application folder that contains Telephony Manager. (The
default application folder is PassageWay Telephony Manager.)
 5. Select UnInstaller for Telephony Manager.
   The PassageWay Telephony Manager UnInstaller dialog box appears.
  6.  Choose the Next button.
   The Ready to UnInstall dialog box appears.
  7.  Choose the Finish button.
   The Perform Uninstall status box appears, displaying the status of the
uninstall process. When the uninstall is completed, the UnInstaller
Finished message box appears.
  8.  Choose the OK button. 
						

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							Using the Telephony
Manager Applications
3
3-1
Overview
This chapter provides an overview of each Telephony Manager application
and describes how to start each application. Refer to the online help for each
application for the specific tasks you can perform with the application.