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NEC Tapi User Guide

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    TAPI 
    User Guide 
    Release 4.0
    Part No. 77000TAPI02
    April 2001
    Printed in the U.S.A. (2106) 
    						
    							 
    TAPI
     
     4.0 User Guide
     
     
     
    WARNING!
     
    Toll fraud is committed when individuals unlawfully gain access to customer 
    telecommunication systems. This is a criminal offense. Currently, we do not know of 
    any telecommunications system that is immune to this type of criminal activity. NEC 
    America will not accept liability for any damages, including long distance charges, 
    which result from unauthorized and/or unlawful use. Although NEC America has 
    designed security features into its products, it is your sole responsibility to use the 
    security features and to establish security practices within your company, including 
    training, security awareness, and call auditing.
     
    NOTICE
     
    While every effort has been made to ensure accuracy, NEC America will not be liable 
    for technical or editorial errors or omissions contained within the documentation. The 
    information contained in this documentation is subject to change without notice.
    This documentation may be used only in accordance with the terms of the NEC 
    America License Agreement.
    NEC America, Inc., Corporate Networks Group
    4 Forest Parkway
    Shelton, CT. 06484 
    Telephone:    203-926-5400
    Fax:               203-929-0535
    Web site:       cng.nec.com
    TRADEMARKS
    NEC, NCS Serv, NCS Ware, Extended Caller ID, N-TeliTouch, NCS LinkPlus, NCS 
    Console, NCS Admin and N-TeliCall are trademarks or registered trademarks of 
    NEC.
    All other brand names mentioned are trademarks or registered trademarks of their 
    respective manufacturers.
    Copyright © NEC America 2001. All rights reserved.
    Printed in U.S.A.  
     
    4502-0001-A1 
    						
    							 
    Table of Contents
     
    TAPI
     
     4.0 User Guide
     
    i
     
    Using TAPI with NCS Ware 4.0  . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
     
    Introduction to TAPI   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
    NECs TAPI Implementation  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
    System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
    Server Installation   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
    Client Installation  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
    Restrictions and Exceptions  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 
    						
    							 
    Table of Contents
     
    ii
     
    TAPI
     
     4.0 User Guide 
    						
    							 
    Introduction to TAPI
     
    TAPI 
     
    4.0 User Guide
     
     1
     
    TAPI
     
    Using TAPI with NCS Ware 4.0
     
    TAPI stands for Telephony Application Programming Interface. It is a 
    specification by Microsoft for writing 
     
    telephony-based
     
     (the applications 
    purpose is telephony and call control) or 
     
    telephony-enabled
     
     (the 
    applications purpose is something else, but it supports telephony functions 
    such as calling a contact - e.g. Microsoft Outlook, Act, Goldmine) 
    applications. There are several off-the-shelf applications such as Microsoft 
    Outlook, Act and Goldmine that support TAPI for calling contacts right 
    from the application without having to manually enter the number on the 
    telephones keypad. If you have such an application installed at your site 
    and would like to use this functionality using the NCS Serv system, you 
    should read this document and install and configure the appropriate 
    components.
     
    Introduction to TAPI 
    TAPI is a collection of interfaces that are based on a 3-layer telephony 
    architecture. This architecture is depicted in Fig. 1. 
     
    Figure 1. 3-Layer TAPI Architecture 
    						
    							 
    Using TAPI with NCS Ware 4.0 
     
    2
     
    TAPI 
     
    4.0 User Guide
     
    The service providers implement the telephony functions necessary to 
    write a telephony application as specified in the TSPI. The telephone 
    system manufacturer typically implements this layer so that all the TAPI 
    applications can function with the telephone system. Microsoft 
    implemented the TAPI middleware and this layer aggregates all the service 
    providers available and provides a uniform API to the applications. It also 
    adds value by implementing a few other high level functions. The 
    application layer is where all the applications such as Microsoft Outlook 
    function. These applications are written to TAPI specification so that they 
    can work with any telephone system that has its own service provider.
    TAPI functions are of two kinds:
    • First party call control functions - these are the functions that control 
    the device directly. These functions are specified in TAPI version 1.4.
    • Third-party call control functions - these are functions that instruct a 
    telephone system such as the NCS Serv system to control telephony 
    devices such as trunks and extensions. These functions are specified 
    in TAPI version 2.1.
    With Windows 2000, Microsoft released a new version of TAPI called 
    TAPI 3.0 that provides an object oriented API for telephony functions. 
    Even though the application layer specification has been completely 
    rewritten, the service provider interface is compatible with TAPI 2.1. Since 
    NCS Ware implements its service provider based on TAPI 2.1, applications 
    written to TAPI 3.0 can make full use of all the telephony functions 
    implemented by NCS Ware.
     
    NECs TAPI Implementation 
    In earlier versions, NEC implemented a TAPI Service Provider (TSP) only 
    and relied completely on Microsofts middleware to support clients running 
    over a network. However, Microsofts support for remote clients required 
    that the installation have a complete NT server environment including 
    domains and directory. It required the client systems to belong to the same 
    NT domain, the remote user to have an account on the NT domain, etc. 
    Overall, installing, maintaining and supporting a TAPI-based application 
    resulted in a lot of work and hence made it a very expensive solution. 
    						
    							 
    NECs TAPI Implementation
     
    TAPI 
     
    4.0 User Guide
     
     3
     
    TAPI
     
    In NCS Ware 4.0, NEC has implemented an innovative solution to 
    overcome the problems mentioned above. The new solution does not rely 
    on Microsofts middleware to support remote clients and implements that 
    functionality by itself using TCP/IP. This new architecture is depicted in 
    Fig. 2
     
    Figure 2. NEC’s TAPI Implementation
     
    TAPI Gateway consists of two components:
    1.
     
    TAPI Proxy Server
     
     - this component should be installed on the NCS 
    Serv system and this component actually implements all the TSP 
    functionality by communicating with the NCS Serv software 
    components. It runs as an NT service.
    2.
     
    TAPI Service Provider
     
      (TSP) - this component should be installed on 
    each client system that intends to use a TAPI application.
    These two components communicate with each other using NECs own 
    TCP/IP based protocol called NCS LinkPlus. Since there is no requirement 
    other than that the client and the server systems should have a TCP/IP 
    connection, the installation, maintenance and support for TAPI 
    applications should be very easy and straightforward. 
    						
    							 
    Using TAPI with NCS Ware 4.0 
     
    4
     
    TAPI 
     
    4.0 User Guide
     
    As is evident from Fig. 2, when a client application registers with TAPI for 
    controlling a telephony device such as an extension, NCS Serv will send all 
    events happening on that device to the TAPI proxy, which will, in turn send 
    the events to the client systems service provider. The service provider will 
    report these events to the TAPI middleware on the client system and TAPI 
    will report them to the client application.  Similarly, when the client 
    application sends a command to TAPI, it is transported all the way to the 
    NCS Ware system software and the results are sent back via the same 
    components.
    The important point to note is that all the communication that goes on 
    below the TAPI layer on the client system is transparent to the application 
    itself. Thus, the support for TAPI applications has been greatly simplified 
    in NCS Ware 4.0. 
    						
    							 
    System Requirements
     
    TAPI 
     
    4.0 User Guide
     
     5
     
    TAPI
     
    System Requirements 
    In order to use TAPI applications such as Microsoft Outlook , Act 2000 or 
    Goldmine successfully, your environment has to meet certain 
    requirements. These requirements are given below for your reference. 
    Before implementing TAPI in an environment, you should make sure these 
    requirements are met and also make sure you understand the restrictions 
    and exceptions to the TAPI support in NCS Ware 4.0 as outlined on page 8.
     
    Server Requirements 
    The server system (NCS Serv system) should meet the following 
    requirements to support TAPI:
    • Windows NT Server 4.0 with Service Pack 6a 
     
    or
     
     Windows 2000 
    Server
    • NEC telephony boards (Quantum and/or Triton boards)
    • Sufficient memory for your configuration as indicated in NCS Ware 
    Installation Manual
    • Network connection with TCP/IP enabled
    • Center (Option Pack) license
    • One session license for each concurrent TAPI client connection
    • NEC TAPI Proxy Server 4.0 software
     
    Client Requirements 
    The client system should meet the following requirements to support TAPI:
    • Windows 98, Windows NT 4.0 with SP 6a or Windows 2000
    • Network connection with TCP/IP enabled
    • NEC TAPI Service Provider 4.0 software
    • A TAPI application (Phone Dialer, Outlook, etc.) 
    						
    							 
    Using TAPI with NCS Ware 4.0 
     
    6
     
    TAPI 
     
    4.0 User Guide
     
    Server Installation 
    Before you install the client software (TAPI SP), you should prepare the 
    server system. The first step in preparing the server system is to install and 
    configure the NCS Ware software. For more details on this step, refer to 
    NCS Serv Getting Started Manual. Once you have installed the telephony 
    hardware, installed the NCS Ware software and configured it, test the 
    system by making a few calls into and out of the system and make sure it 
    works as expected.
    Then, install the TAPI Proxy Server software. This software can be found 
    in the NCS Ware 4.0 CD and also in the Center 4.0 CD. Run the 
    SETUP.EXE file from the TAPIGateway\TAPIServer folder. Remember 
    that you should be logged in as a user that has Administrator privileges to 
    install the software properly.
    Once you install this server component, the service is started automatically. 
    No configuration parameters need to be set on the server.
     
    Client Installation 
    Before you begin client installation, make sure that the client system meets 
    all the requirements listed on page 5. Then, check that the server 
    installation is complete. You should also note the name or the IP address of 
    the server. 
    From the TAPIGateway\TAPIClient folder in the NCS Ware or Center 4.0  
    CD, run the SETUP.EXE file. This will launch the setup wizard that will 
    walk you through the installation process. During installation, you will be 
    asked for the following information:
    •
     
    Server IP address
     
     - enter the name or the IP address of the NCS Serv 
    system to which your extension belongs
    •
     
    Extension Number 
     
    - enter your extension number
    •
     
    Password 
     
    - enter your NCS Serv extensions password 
    						
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