NEC Center User Guide
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Installation and Setup Center 4.0 User Guide 3 Installation Further, if the customer later wants an additional 6 more simultaneous connections, he would purchase another 8-session license (the closest number to 6). The installer would enter the license number and NCS Ware will add this number to the system’s total, providing this customer with a total of 33 (8+25) simultaneous connections. Table 2: Center 4.0 Upgrade Packages (session license only) The following are included in a Center 4.0 license upgrade package. • Center 4.0 User Guide (for each license purchased) • Center 4.0 End User License Agreement (for the number of session licenses purchased) Installation and Setup To install the Center client software on each user machine, you can load Center client on a network server and then using your company’s distribution software, deliver the Center client software to each desktop PC. Most frequently, this means loading the software onto a shared network file server and copying the software to each desktop PC. Alternatively, you can use Center 4.0 CD ROM to install the program on each desktop. Pre-Installation Checklist Before installation Center, please review the following checklist: • Make sure that NCS Ware 4.0 has been installed on the NCS Serv system. • Make sure that N-TeliView VM Service has been installed on the NCS Serv system, as discussed in a subsequent subsection. Software Part Number# of (Simultaneous) Software License None 77317-40-004 4 session license None 77317-40-008 8 sessions license None 77317-40-016 16 session license None 77317-40-024 24 session license None 77317-40-032 32 session license None 77317-40-048 48 session license
Installation 4 Center 4.0 User Guide • Make sure that TCP/IP is enabled on both machines. • Make sure the client is able to connect to the server on the network. Installing N-TeliView Voice Mail Service on the NCS Serv System First, NCS Ware Telephone Switching Service must be installed and running on the server. Telephone Switching Service is loaded and run when the server is started and anytime you run the NCS Ware Administrator. 1. Insert the Center 4.0 CD disk in the network server with NCS Ware installed. 2. Run SETUP.EXE under \Center Server directory. Enter the license number when prompted. For a new installation, you will have to enter 2 numbers, one for Center option pack and one for the session license. 3. If prompted to reboot the system, select NO and click on FINISH. 4. Start the VM Services from the Windows Start menu, select Programs N-TeliView VM Service Start N-TeliView VM Service . Client System Requirements Each client system must meet the following minimum requirements. For server system requirements, see the NCS Ware Getting Started Manual . • IBM/PC AT compatible system • Intel 133 MHz Pentium • Windows 95 (with DCOM95 installed), or Windows 98 (or higher), or Windows 2000, or Windows NT 4.0 or higher, Server or Workstation. • 30 MB Hard Drive Disk Space • 32 MB RAM • SVGA monitor (800 x 600) with 256 color display, or better • Keyboard and Mouse • NCS Ware Release 4.0 running on a server accessible to this client.
Session Licensing and License Upgrade Procedures Center 4.0 User Guide 5 Installation Installing Center on a Client System After completing the pre-installation checklist, proceed as follows on the client machine: 1. Exit any/all Windows applications. 2. Insert the Center 4.0 CD into the CD ROM drive. 3. Run the Setup program under \ Center Client and follow the step by step installation instructions as they appear on the screen. You are now ready to log onto Center as a Desktop User, N-TeliAgent or an NCS Supervisor. For more detailed information on each version, refer to subsequent chapters in this manual. Session Licensing and License Upgrade Procedures Customers purchase one or more of these packages for the desired capacity of simultaneous Center users. For example, if purchasing the 16 sessions license for a group of 20 people, all 20 workstations can have Center installed, but only 16 workstations can use Center at the same time. Upgrading Licenses To increase the number of simultaneous Center sessions, follow these steps: 1. Insert either the NCS Ware 4.0 CD or the Center 4.0 CD into the CD drive. 2. Run the SETUP.EXE in the NCS Ware or Center folder to run the setup program. 3. Select the Upgrade N-TeliView License option and click OK . 4. Enter the 20-digit software license key located on the End User License Agreement shipped with your upgrade package and click Next . 5. After the code is validated, the system will confirm that the upgrade was successful and ask if you wish to add additional licenses. You can add additional licenses now or at any point later by following this procedure.
Installation 6 Center 4.0 User Guide 6. You can verify the new license and number of sessions installed when you run NCS Admin by selecting About NCS Ware… on the Help menu, then clicking the License Information button to view a window that displays licenses and session information. The NCS Ware server does not need to be rebooted to activate these new sessions installed with this upgrade procedure. Removing Center Software Uninstalling Center 1. At the client machine, close the Center application. Right click on the telephone icon on the system tray and click Exit . 1. From the Windows Start menu, select Programs Center Uninstall Center . 2. Click OK when the dialog box asks if you want to uninstall the program, and respond to any additional prompts. Uninstalling N-TeliView Voice Mail Service at NCS Serv 1. From the Windows Start menu, select Programs NTeliView VM Service Stop NTeliView VM Service . 2. In the Control Panel, select Add/Remove Programs . 3. Choose N-TeliView VM Service and click the Add/Remove or Change/Remove button, depending on which version of Windows you’re running. 4. Click OK to in the dialog box to confirm you want to remove the service, and respond to any additional prompts. Microsoft Outlook Support Center supports Microsoft Outlook 97, 98, and 2000, permitting the Center user to obtain phone numbers to dial from Outlook’s Contact Lists. Center also allows the user to see the incoming calls which have a matching record in the Outlook Contact Lists.
ACT/GoldMine Support Center 4.0 User Guide 7 Installation Center requires that you to set up the Microsoft Contacts list prior to using this feature in Center. ACT/GoldMine Support Center supports ACT 2000 and GoldMine 5.0 contact management software, allowing the Center and N-TeliView user to access contact lists from ACT or GoldMine contact records.
Logging In Center 4.0 User Guide 9 Getting Started CHAPTER 2 Getting Started Center 4.0 is a suite of desktop applications for managing personal calls, workgroup calls and performing phone and supervisory functions from a PC. Center contains three applications: •N-TeliView is the primary software application designed for general PC desktop users in an NCS Serv environment. With N-TeliView you can access, configure and perform several of NCS Serv’s PBX functions directly from the desktop. These functions include call handling, call forwarding, voice messaging, extension monitoring, and N-TeliFind, One Number Access. In addition, N-TeliView integrates with contact management software including Microsoft Outlook, ACT and GoldMine. •N-TeliAgent is a version of Center designed for workgroup agents. Through an N-TeliAgent windows, you can monitor workgroup related statistics, workgroup call pick up and member login/logout directly from the desktop. •NCS Supervisor is a version of Center designed for supervisors of workgroup agents. Through NCS Supervisor you can monitor the status and performance of a workgroup, including N-TeliAgent calls, real time workgroup statistics and trunk state. This information can be stored to an internal or external CDR database for future review and analysis. Logging In Before you log in When you log in for the first time, you need to know either the server name or the IP address of the server you’ll be linking to. If you use the server name and not the IP address, Center replaces the name with the IP address, eliminating the need of a DNS (Domain Naming System) search each time you log on. To obtain the NCS Serv IP address, ask your IT administrator.
Getting Started 10Center 4.0 User Guide If you are connecting to the Internet through a modem connection, before you log in, establish a session connection from your PC to your local Internet Service Provider. If you’re using a low-speed connection, the login may take some time as a large amount of data is transferred to your desktop. To Log In 1. Run the Center application and, if this is the first login to this NCS Serv system, enter the servers IP address or name of the system you will be using. If this is not your first login, go on to the next step. Figure 1. Logging In 2. Enter your Extension number and Password assigned to your phone. Optionally, you can check the Always save password check box to store your login password the next time you access Center. 3. To use an IP connection for voice communication, the extension must be set up as in IP extension in NCS Admin and you must have Microsoft NetMeeting 3.01 or higher installed on your desktop. You cannot log in as a workgroup agent or supervisor using an IP extension. Refer to the discussion in the next subsection for more information on using IP extensions. 4. If you’re using a full duplex sound card and headset as an IP extension, select the IP Extension Integrated with NetMeeting check box to access Center through an IP extension. If you’re using an Internet Phone Jack or IP telephone, do NOT select the IP Extension Integrated with NetMeeting check box.
Logging in from a Remote Location (IP Extension) Center 4.0 User Guide 11 Getting Started 5. Click OK to open the next login window. Figure 2. Choosing the type of login 6. Select the usage—Desktop User (N-TeliView), Workgroup Agent (N-TeliAgent), or Workgroup Supervisor (NCS Supervisor)—and click OK to complete the login. Logging in from a Remote Location (IP Extension) For desktop use, but not for workgroup agent or supervisor use, you can access Center from a remote location using an IP extension. All the call handling functions are the same as logging in locally, with the exception of the ability to configure N-TeliFind, One Number Access. You can pick up voice mail, forward local business office phone calls to another site such as a home desktop PC, and even receive the phone calls as you would at the office. In order to run Center remotely, if you connect to the Internet through a modem connection, first you need to establish a session connection to your Internet Service Provider. To use Center remotely through an IP Extension, follow the steps below. 1. Check with your administrator to make sure the extension you’re using has been set up as an IP extension in NCS Admin. 2. If you are not already running NetMeeting 3.01 or higher, download and install it from Microsoft’s web or FTP sites. 3. Leave the IP Extension Integrated with NetMeeting check box unchecked unless you specifically want to use that option. (See Figure 1 on page 10.) 4. Click OK.
Getting Started 12Center 4.0 User Guide Note for those using the IP Extension Integrated with NetMeeting option. Center uses conferencing features that require the same data channels as NetMeeting. If NetMeeting is running, you will see a prompt reminding you to close the program. Troubleshooting IP Connectivity If problems occur, they may be due to a failure to connect to your ISP provider or due to firewalls at your work preventing direct access to the NCS Serv server. For firewall installation, see the NCS Ware Getting Started Manual chapter on Software Installation. As a test, you can choose Run from the Windows Start menu, then enter Ping [ENTER] where is the NCS Serv system you want to connect to. An example of the IP address form is 123.234.231.143 If you do not get a response, contact your LAN administrator for support. Hiding or Exiting Center Using Center as a desktop user or workgroup agent, when you minimize the Center desktop by clicking the Minimize symbol (the dash), it is hidden—it doesn’t appear anywhere in the Windows desktop except as a telephone icon in the tray in the lower right corner, as discussed in a following subsection. To exit Center entirely, right click the telephone icon and select Exit. Pop Up Center when You Get a Call You can configure Center to pop up when you have incoming calls, when you’re using center as a desktop user or workgroup agent. Pop ups work when Center is hidden (minimized) but not when you have exited (closed) the program. See “Screen Pop and Auto Close” on page 57.