NEC Ncs Console User Guide
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Installing NCS Console NCS Console 4.0 User Guide 5 First Time Login The first time you run the NCS Console application, you should configure its operation to meet your needs. Click the Setup button in the main window to open the Setup window. Refer to “Configuring NCS Console Settings” on page 22 Extension Settings Apply to NCS Console If you have configured your extension settings by way of other NCS Serv interfaces, those settings apply when you run NCS Console on your extension. For example, if you enable Headset and Manual Answer Mode by pressing #82 on your telephone keypad, that setting is active when you use NCS Console. The Handsfree and Headset Mode allows you to answer calls using a headset or by speakerphone (with the speakerphone turned on). This is one setting you’ll probably want to use in a busy environment. See the discussion on page 13.
Getting Started 6 NCS Console 4.0 User Guide About the NCS Console Main Window When you run NCS Console, you see the main window, an example of which is shown here. Figure 2. NCS Console main window
About the NCS Console Main Window NCS Console 4.0 User Guide 7 The main window is composed of the following displays and buttons: • The title bar displays your extension number. • The Info line at the bottom displays information on the current action or about errors. • The Active Calls panel shows the status and information about currently connected calls, including caller ID and DNIS information if available. With the Multiple Call Waiting feature enabled for the your extension on the NCS Serv, this panel can hold up to 50 concurrent calls. The call states shown in the status column in the Active Calls and other views, are described on page 10. • The Parked Calls panel shows for whom the call is parked, who parked it, and the call park ID, a unique number assigned to each call parked call that allows the user to pick up the right call. • The Dial Pad provides answering and dialing functions. The Dial Pad is disabled when it is not available, for example, when you’re connected to a call and haven’t taken some action place it on hold. The * and # keys are always dimmed because they are not sup- ported in certain networking functions at this time. The Roll Back button, unique to NCS Console, has a “cancel and return” function. For example, clicking it will drop a Supervised Transfer or Conference Call attempt, and reconnect the original call. • The Call Handling buttons provide options such as conferencing, transferring, hold and park. • The Setup button accesses the NCS Console Setup windows • The Help button gets online help. • The right portion of the NCS Console desktop shows details view of different activities, each represented by a tab. These views are described in the subsequent subsections. You can change views in this multi-view panel by clicking on a tab or jump from view to view by right-clicking anywhere in the main window.
Getting Started 8 NCS Console 4.0 User Guide Busy Lamp Field View (BLF tab) The panel at the right of the main window contains four tabs. The first tab is labeled BLF, or Busy Lamp Field . This display lists only physical extensions on the NCS Serv system. You can sort by any of the columns except the Status column by clicking the column heading. Clicking the heading repeatedly reverses the sort order from descending to ascending and vice versa. Besides the extension and name of the extension user, this list displays the status of calls, which are described on page 10. Further, at the left of each extension is a colored dot: • a solid black dot means the extension is in a Do Not Disturb state. • a solid green dot means the extension is Idle. • a solid red dot means the extension is busy—off-hook or ringing. • a red circle means the extension is On Hold. All Extensions View (ALL tab) The second tab in the panel at the right is labeled ALL . This panel view displays all extensions—physical, virtual and workgroup pilots—in the NCS Serv system. In addition to the columns that are the same as that of the BLF tab described in the preceding subsection, an Extension column displays the type of extension: PH Physical, VR (Virtual), WG (Workgroup). Also, the status column shows a black circle next to the extension number for workgroup pilot and virtual extensions. Further, in this view, an A (for Attendant) appears in place of a dot to indicate your extension. As with the BLF view, you can sort by any of the columns except the Status column by clicking the column heading. Clicking the heading repeatedly reverses the sort order from descending to ascending and vice versa.
Trunk Status View (Trunk tab) NCS Console 4.0 User Guide 9 Trunk Status View (Trunk tab) The third tab in the panel at the right is the Trunk tab. The Trunk view displays Location and Status . The location identifies the card ID and port (channel) number on the board. For example, in location 00:05, the card ID is 0 and the port number is 5. The Status column states are described on page 10. The dots at the left have the following meanings: • A black circle means not ready. • A green circle means idle. • A red circle means the line is in use, off hook for some reason such as on hold, or in an error condition. If all trunks are busy, the Trunk tab title will flash to notify the operator that no more trunks are available. Speed Dial View (SPEED tab) The last tab in the panel at the right is the Speed tab. The Speed Dial view displays a list you can set up for speed dialing and speed transfers. It is similar to, but more functional than, the system or station speed dialing lists in NCS Serv. You can set up your Speed Dial list as described on page 23. The columns information is the same as that in the BLF and ALL views above, but there is an additional dot indicator: a solid blue dot represents an outside line. As with the BLF or All view, you can sort by any of the columns except the Status column by clicking the column heading. Clicking the heading repeatedly reverses the sort order from descending to ascending and vice versa.
Getting Started 10 NCS Console 4.0 User Guide Call States The Status column appears in many of the NCS Console panels. The call states and their dot indicators [in brackets] can be one of the following. Generally stated, red means the line is being used; green means idle. • AA (Auto Attendant) [a solid red dot]—a call being transferred to the auto attendant. • Busy [a solid red dot]—the called party is busy. • Conferenced [a solid red dot]—call participating in a conference call. • Connected [a solid red dot]—a call that is connected to a call or extension. • Dial Tone [a solid red dot]—the user’s extension is off-hook. • Disconnect [a solid red dot]—a call is disconnected. • Error [a solid red dot]—there is an error, usually with regard to the dialed number. You must hang up to clear this status. • Hold [a red circle]—a call placed on hold by pressing the Hold button. • Hold Pend [a red circle]—the status of a call placed on “temporary” hold during a call handling process such as conference or transfer using the Call Handling Keys (other than the Hold button). The icon for this status is a red circle . • Idle [a solid green dot]—an extension with no current activity and available to make or receive calls. • In Use [a solid red dot]—an extension that is busy or in an intermediate state (e.g. during a transfer). • Park [a solid red dot]—a call that is parked, being parked or is in a Multiple Call Waiting queue. • Proceeding [a solid red dot]—an extension setting up (dialing) a call. • Ringing [a solid red dot]—an incoming call that is not yet answered. • Setup Call [a solid red dot]—a call ready for transferring or conferencing. • VM (Voice Mail) [a solid red dot]—a call transferred to or in voice mail.
Keyboard Shortcuts NCS Console 4.0 User Guide 11 Keyboard Shortcuts General Tips • You can type extension or phone numbers using the keyboard number keys or the number pad. • Once you are in any of the panel views you can use the keyboard arrow keys to scroll through and select a desired call or extension. • Clicking the Roll Back button with a number in the dial pad phone box selects the number for copying or deleting. Specific Keyboard Shortcuts Call Handling Function/ Button 1 1. The limitations that apply to all calls also apply to these shortcuts: while connected to a call, you cannot place another call, but you can answer another incoming call. To place or answer a call, your phone must be off-hook. Keyboard Short CutNumber Pad Short Cut 2 2. To use the numeric keypad functions, the Num Lock must be on. Hang-Up Alt-h . Dial Alt-d Enter Roll Back Alt-r - Answer Alt-a + Blind Transfer Alt-b / Supervised Transfer Alt-s * Park Alt-p Overhead Paging Alt-x Hold Alt-o Voice Mail Alt-v Conference Alt-c Auto Attendant Alt-u Clear Dialed Number Delete
Getting Started 12 NCS Console 4.0 User Guide Mouse Shortcuts You can use several mouse shortcuts. The limitations that apply to all calls also apply to these shortcuts: while connected to a call, you cannot place another call, but you can answer another incoming call. To place or answer a call, your phone must be off-hook. • Double-click an extension in any list of extensions to call that extension. • Double-click an incoming call (Ringing state in the Active Calls list) to answer it. • Double-click a call on Hold (Hold state in the Active Calls list) to pick it up. • Double-click an incoming call to another extension to redirect it to your extension. • While you’re connected to a call, double-click another call to put the first call on hold and take the new one. • If you double-click a call with the Hold Pend status, it is the same as clicking the Roll Back button. That is, this action cancels a Supervised Transfer attempt or a Conference attempt and reconnects you to the original call.
A General Procedure NCS Console 4.0 User Guide 13 Handling Calls A General Procedure In general, the steps in handling a call in NCS Console are as follows: 1. Select the call . 2. Select the operation such as Blind Transfer, Park, Hold, etc. 3. Select the destination extension or outside number where the call should be sent. 4. Click the Dial button or press Enter on the keyboard. Double-clicking the destination number in step 3 completes the action and eliminates the need for step 4. Some actions, such as conferencing, are somewhat more complex. Headset or Hands Free Call Handling You can perform the basic functions such as dialing and answering in NCS Console without having to pick up the telephone handset. To do so, you must enable the Handsfree and Headset Mode (#82) for your extension. There are two different methods for using this feature: • The receiver can be on-hook and the speaker phone turned ON, or • You can use a headset. Depending on the telephone used, the speaker phone may have to be on or off for headset operation In this mode, you can answer calls using the Answer button or make a call using the Dial button, or you can use their keyboard shortcut equivalents. You must be off-hook to use the on screen buttons. If the speaker phone is off and the handset is on-hook when you try to answer a call using the Answer button, or if you try to place a call using the Dial button, NCS Console will display an Invalid Operation error message in the INFO line.
Handling Calls 14 NCS Console 4.0 User Guide Dialing In the NCS Console main window, you can dial as follows: 1. Type a number using the keyboard number keys or the numeric keypad, or click numbers on the dial pad, or select a number in one of the view panels (BLF, All, or Speed). 2. Click the Dial button, or press Alt-d or the Enter key on the keyboard. The Double-Click Shortcut If you’re calling a number in one of the view panels (BLF, All, or Speed), simply double-click the number. If the call is to an outside number, enter the entire phone number, including the trunk access code and area code if necessary. Answering Calls You can answer a call simply by picking up the receiver. Use the Answer button or double-clicking to answer calls without picking up the phone. Answering Calls without Using the Phone Hand Set If it isn’t already enabled, turn on the Hands Free and Headset Mode as discussed on page page 13. • When you get a ring, click the Answer button or press Alt-a on the keyboard or the + key on the numeric keypad to answer the call through the speaker phone or headset. • To answer a call with the Ringing status in the Active Calls list, double-click it. Answering Calls when You’re Already Connected If you take a Ringing call in the Active Calls list by double-clicking it while you are already connected to a call, that call is placed on hold while you connect to the new call.