Toshiba Strata Dk14, Dk40i, Dk424 Installation And Maintenance Manual

							Strata DK I&M    5/9913-1
Computer Telephony 
IntegrationComputer Telephony Integration13
This chapter gives you information about Computer Telephony Integration (CTI). Currently, it 
includes procedures for using a Personal Computer Interface Unit (RPCI-DI) for Telephony 
Application Programming Interface (TAPI) running under both Microsoft® Windows® 95, 
Windows 3.1 and Windows 3.11 for Workgroups.
About Strata DK and TAPI
The Telephony Specification was jointly developed and copyrighted by Intel® and Microsoft. It 
consists of both TAPI, used by applications, and the Telephony Service Provider Interface (TSPI), 
implemented by other service providers.
Toshiba provides the TAPI connection through a Strata DKT2000-series telephone with a 
modified Data Interface Unit. The Personal Computer Interface Unit (RPCI-DI) for TAPI 
integrates into the bottom base of a 2000-series telephone. 
There are two separate modes of operation for the Toshiba TSPI depending on the type of Strata 
DK telephone system that the DKT/RPCI-DI is connected to. Toshiba’s TSPI is configured using 
the Telephony icon installed as part of TAPI in the Microsoft Windows Control Panel.
Windows Telephony is a component of Windows Open Services Architecture. This architecture 
provides telephony services when connected to many different telephone switches. Therefore, an 
application needs to know only the definition of the API (Application Program Interface) and not 
its implementation.
The Strata DK TAPI Service Provider (DK TSPI) comes with each RPCI-DI. This device, along 
with this software module, allows a Windows-based PC to interconnect with the phone system for 
receiving and making calls. Any TAPI-compliant PC software becomes compatible with Strata DK 
systems.
The disk set also contains a “middleware” software known as StrataLink. This application enables 
other Windows-based software to also work with Strata DK systems.
Requirements
To use TAPI with the DKT Service Provider, you must have an IBM-compatible PC with 8 MB 
RAM, running:
©Windows 95, Windows 3.1 or Windows for Workgroups 3.11.
©Microsoft TAPI installed. (Most TAPI applications automatically install TAPI as part of the 
normal installation process.) 
						

							Computer Telephony Integration
StrataLink and TAPI Service Provider for Windows 95
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StrataLink and TAPI Service Provider for Windows 95
Step 1: Remove Previously Installed DKT TAPI Service Provider 
Applications
1. Click on the Start Button, 
Settings, then Control Panel.
2. Double click on the 
Telephony Control Panel 
icon.  
3. Highlight the Toshiba DKT 
TSPI. Click Remove.
4. A confirmation box asks if 
you want to remove the 
driver. Click Yes.
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							Computer Telephony Integration
StrataLink and TAPI Service Provider for Windows 95
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Computer Telephony 
IntegrationStep 2: Install TSPI and/or StrataLink Packages
1.From the Windows’ Start button, select Run. 
2. Enter A:\Setup.exe
, then  
follow the Installation Wizard 
instructions. 
3. When the Package Selection 
menu appears, select the 
appropriate option to install 
either software package or both 
software packages 
(recommended).
4. When the Automatic Startup 
menu appears, make sure that 
“Add StrataLink to the Startup 
Group” is checked.
5. Follow the remaining Installation 
Wizard instructions to complete 
the installation. 
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Step 2: Initialize StrataLink and the TAPI Service Provider
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To initialize StrataLink and TAPI Service Provider
1. Press the Windows Start button, 
select Programs, StrataLink, 
and StrataLink.
2.Click “Enable TAPI”.
The light above this box will be red at first, then yellow 
as the TAPI Service Provider is initialized, and finally 
green when initialization is complete.
3. Press Driver Setup to configure 
the TAPI Service Provider.
4. Select the Com Port that will be 
used to make the connection to 
the desktop telephone.
5. You may type a name in the 
Phone Name box. This name 
appears in the application on 
the PC.
6. Select phone type: 10- or 20-
key.
7. Select the switch type from the 
drop-down menu.
8. Select the shared line 
appearance to enable incoming 
calls to act like a key system. 
Leave it unselected for a 
standard TAPI (PBX interface).
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StrataLink and TAPI Service Provider for Windows 95
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Computer Telephony 
Integration
Toshiba recommends the following assignments:
Table 13-1 DK Button Definitions:
9. Click on Configure Keys to 
define the functions assigned to 
each of the telephone buttons.
10. Select a button.
11. Choose a function from the list.
12. Name the button to match the 
name on the telephone. Repeat 
for each button to be used (see 
table).
NoteStrata Link uses the label to create the 
customizing Trigger Rules. Unique button 
names allows rules that apply individually 
to that button. Buttons with the same name 
will have the same rule applied.  For 
example, the two PDN buttons will follow 
any rule If {Call Ringing} on PDN then 
{Pop Goldmine}”. All other buttons will not 
respond to this rule.
13. Click OK.
DK ButtonUse
PDN/Intercom Primary Line
SDN Secondary Appearance
PhDN Primary Line
CO Line CO Line
Speed Speed Dial
All Others Feature Key
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							Computer Telephony Integration
Using StrataLink for CTI Connections
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Using StrataLink for CTI Connections
This section provides important general information on StrataLink and how it operates. For 
specific instructions on using StrataLink with a given software application, see the Application 
Notes for that software.
Many Windows-based Computer Telephony software products either do not have a TAPI 
compliant version of their product, or need the additional capabilities of a “middleware” software 
to use their software with the Strata DK. 
StrataLink is a “middleware” application that provides the multiple line and translation functions 
for non-TAPI software applications. StrataLink provides the flexibility to interface multiple 
applications and to be able to define the actions desired for each button on the connected phone.
StrataLink works with Toshiba’s TAPI Service Provider (TSPI) v2.26 or higher. Both the TAPI 
Service Provider and the StrataLink application are included on the TAPI installation disks. Either 
TSPI, StrataLink, or both can be installed. The installation program selects the appropriate TAPI 
Service Provider for the PC’s operating system.
StrataLink Operation
StrataLink communicates with software applications using Microsoft Windows Open System 
Architecture capabilities for Dynamic Data Exchange (DDE). The specific messages are defined 
as Actions in StrataLink. StrataLink contains a number of Actions for popular applications. The 
user can select from this list or define new Actions for an application.
StrataLink also accepts DDE Execute commands. These commands enable dialing calls, 
answering calls, holding calls, blind transfer of calls, and hanging up. Many of these commands 
can be directed to specific telephone buttons or the TSPI can choose the button. 
When using this interface for dialing, StrataLink also provides for button preferences to be used 
for intercom, local, or long distance calls. It can include prefix digits prior to dialing the number 
and automatically insert a “1,” if required for long distance calling.
Incoming calls are based upon events from the TAPI Service Provider. These events (Call Ringing, 
Call Connected, Call Hold, Call Cleared) are used in the Triggering Rules that define what Actions 
are needed and when. Filters can be used to qualify when an action should be taken.
Figure 13-1 shows how StrataLink is used with Windows applications to provide telephone 
services with your desktop PC.
Figure 13-1Computer Telephony Connection Using Toshiba’s StrataLink
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Microsoft Windows PC
DDE Link
DDE Link
TAPIService
Provider
TAPIDLL
(Windows)StrataLinkCT
Software
Application
Strata DKT
RS-232 Link
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							Computer Telephony Integration
Using StrataLink for CTI Connections
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Computer Telephony 
IntegrationStrataLink has three basic functions. It:
©Accepts events from the telephone, applies filtering rules and conditions, and causes actions to 
take place in the application
©Provides for outbound calling and call control from the application
©Provides tools for testing the interface and debugging or monitoring the call events
Incoming Call Events
Using Windows TAPI, StrataLink accepts the Strata DK commands and provides a selection of 
Actions based upon call events (Triggers). Each Trigger can have one or more conditions applied 
to control how, when, or if the Action should be performed. Each Action has a set of parameters 
that can customize the application for the user. A list of Trigger events can be created for the 
desired Action.
Provides Outbound Calling and Call Control
The Computer Telephony Software creates events for controlling the telephone. The events are 
controlled using DDE exchanges originating from the application and received by StrataLink. In 
some programs, the application software must be configured for this operation.
Tests, Debugs, and Monitors
StrataLink provides several important testing and debugging functions. These tools enable the 
installer to verify whether the link is functional. The installer can also use the TAPI link to view 
the details of the information being passed. These tools reduce the guesswork in the 
troubleshooting and operation verification.
Starting StrataLink
The Main Screen for StrataLink is shown in Figure 13-2. This screen provides access to the main 
menu, driver setup, the ability to enable/disable the TAPI link, and a testing interface with the 
telephone. Most Setup items are located under Setup item from the Main Menu.
Figure 13-2 StrataLink Main Screen
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To install and set up StrataLink
1. Load the software by inserting Disk 1 in the floppy disk drive, and from Windows, selecting 
Run…
, typing A:\Setup.exe
 and pressing Enter
.
2. Follow the instructions for installation.
3. Start StrataLink, enable TAPI and wait for the green light that indicates a communication link 
with the TAPI Service Provider was successful.
4. Press Driver Setup to configure the driver if not previously done as part of the installation.
5. The Driver Setup selects the COM port, system type, and key definitions for the connected 
phone. Be sure to assign meaningful labels for the keys on the phone as these are used for 
creating the Triggering Rules.
6. Test the link with the phone using the Test section. Select the button to place a call, enter a 
number to dial and press Dial.
7. Once the link has been established with the phone, go to Setup to establish the Preferences, 
add or edit any new Actions.
NoteActions can be tested using the Add/Edit Action and Show Test Params button.
8. Create Trigger Rules using the events expected from the phone and the desired Action.
9. Make several test calls to verify all the pieces are working and the installation is complete.
Preferences
Most application programs when attempting to dial using a DDE command are not able to specify 
the line appearance for the call. A line appearance must be specified and can be different for the 
different types of calls: 
©Intercom Calls – dialing numbers with less than five digits.
©Local Calls – calls that match the local area code specified or calls with only seven digits.
©Long Distance Calls – any call with 10 or more digits (also indicate if a “1” needs to be added 
when missing).
When an Intercom or [PDN] button is used to initiate calls, a prefix code is required to select an 
outside line. Local and Long Distance calls have provisions for prefix digits to be dialed prior to 
the number received from the software application.
Applications using DDE messages generally will dial the area code of the telephone number even 
if it is a local call. By assigning a Local Area Code, StrataLink detects these calls, strips off the 
Area Code of the telephone number, and dials using the “Local” appearance.
For example, if your Local Area Code is “714” and the application attempts to dial “714-515-
1234,” the program converts the number to “515-1234” before dialing.
It may be convenient to record a person’s extension number as part of the telephone number. When 
dialed the 10 digit number is sent along with the extension number. As long as the number is stored 
using any letter, such as “x,” all digits following are not dialed, e.g. “714-515-1234 x205” is dialed 
as “515-1234”.
Some databases may not include a “1” as part of the dialed number. StrataLink can optionally 
insert this missing digit by using the option “Add 1+ if Missing”. For example, if the application 
attempts to dial a long distance call like “612-555-1234” (and your Local Area Code is “714”), this 
option converts the number to “1-612-555-1234” before dialing. 
						

							Computer Telephony Integration
Using StrataLink for CTI Connections
Strata DK I&M    5/9913-9
Computer Telephony 
IntegrationIncoming calls with Caller ID need to have the telephone number in a specific format for the 
lookup function to work. Caller ID and ANI numbers are received from the telephone network as 
10 digits. Many databases store the numbers in a more readable format using punctuation formats 
by inserting hyphens, parenthesis, and spaces. 
StrataLink provides a method for defining the format to present this number to the software 
application. Any character other than “x” is included as part of the number, where “x” will be 
replaced with the number received as part of Caller ID. 
For example, if the international number plan is needed for the number, then a code for &H of 
“1+(xxx) xxx-xxxx” is entered. When a number “6125551234” is received, it will be presented as 
“1+(612) 555-1234”.
The Preferences dialog box is shown in Figure 13-3.
Figure 13-3 Preferences Dialog Box
DDE Commands
StrataLink accepts a number of DDE commands for controlling calls. StrataLink, wherever 
necessary, offers more than one format for each command. The commands supported include Dial, 
Answer, Hangup, Transfer, and Hold/Unhold.
Table 13-4 DDE Commands 
DialDial a telephone number on the specified line appearance. If the line appearance is 
not specified, the lowest button appearance (Intercom, Local, or Long Distance) is 
used.
[Dial, “Phone Number”, ]
...or [DialNumber (“Button Name”, “Outside Phone Number”)]
AnswerAnswer a Ringing Call on the specified line appearance. If the line appearance is not 
specified, the lowest appearance is used.
[Answer, ]
...or [AnswerCall ( )]
Hangup Hangup on a active call.
[Hangup]
...or [DropCall ( )]
HoldTo hold the active call.
[Hold]
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Telephone System Events
Trigger Rules and Conditions
The Trigger Rules are established by the installer or user so that specific Actions can be performed 
when an event occurs. The Triggering event can be any number of things (e.g., Call Ringing, Call 
Connected, Call Holding, or Call Cleared). See Figure 13-5.
Figure 13-5 Trigger Rules
The existing Trigger Rules can be displayed, edited, deleted or new rules can be added. Multiple 
rules can be created and active at the same time.
Each rule uses the names assigned in the TAPI Service Provider to determine their application to a 
given event. Buttons with the same name use the same rule written for that name. For example, 
creating a Triggering Rule for “Call Ringing” on a [PDN] with multiple appearances can be 
written to apply only to the PDN name, such as “3351.” 
Specific [PDNs] can be labeled for “Call Ringing,” while other appearances may require a screen 
pop whenever a call is connected. These other appearances could have the rule “Call Connected” 
using  button. This prevents screen pops for calls which are directly ringing a particular 
telephone button, while providing screen pops when a call is answered on another button on the 
phone.
UnholdRetrieving a call from Hold. If the “appearance” isn’t specified, the lowest button 
number with a holding line is answered. 
[UnHold, ] 
TransferBlind transfer a  call to the designated number
[Xfr, Ext Number]
…or Transfer, Ext Number]
QuitTerminates the OA Client program.
[Quit]
 This is a numerical value for the buttons on the attached phone. Buttons begin on the 
lower left and count upward beginning with zero. Table 13-4 DDE Commands  
(continued)
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