Panasonic KX-NCS1101 User manual

Document Version 2007/2/19
Operating Manual—Server
Phone Assistant Series
Model No.
KX-NCS1101/KX-NCS1105/KX-NCS1110
KX-NCS1199/KX-NCS1201/KX-NCS9101
Thank you for purchasing this Panasonic product.
Please read this manual carefully before using this software and save this manual for future use.

Introduction
The Phone Assistant (PA) application is an intuitive Computer Telephony Integration (CTI) software solution
to enhance the productivity of Panasonic PBX telephone users.
PA software consists of the following software components:
1. PA—used by phone users and for monitoring call status
2. PA Status—for supervisors or managers
3. PA Manager (Web server)—performs configuration or setup for all PA users
4. PA Server (CTI control)—the core engine for all PA software
Condition
•The screen shots may be different from the actual software.
Trademarks
•All other trademarks identified herein are the property of their respective owners.
•Screen shots reprinted with permission from Microsoft Corporation.
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Table of Contents
1 Starting Phone Assistant Applications ..................................................5
1.1 Starting Phone Assistant Server for the first time ......................................................6
1.2 Exiting PA Applications .................................................................................................9
2 Interface Preview ....................................................................................13
2.1 Overview .......................................................................................................................14
2.2 Login/Logout ................................................................................................................14
2.2.1 To Log in to PA Manager (Web server) ..........................................................................14
2.2.1.1 When Logged in as the Administrator ............................................................................15
2.2.1.2 When Logged in as a PA User .......................................................................................18
2.2.2 To Log in through a Web Browser ..................................................................................19
2.2.3 To Log out ......................................................................................................................20
2.3 Language ......................................................................................................................20
3 Administrator Functions .......................................................................23
3.1 Registering a PA User ..................................................................................................24
3.1.1 Adding a New PA User ...................................................................................................25
3.1.2 Editing a PA User ...........................................................................................................27
3.1.3 Deleting a PA User .........................................................................................................29
3.2 PBX settings .................................................................................................................31
3.2.1 PBX Programming Settings Initialization ........................................................................31
3.2.2 System Date/Time ..........................................................................................................32
3.2.3 System Absent Message ................................................................................................33
3.2.4 System Quick Dial ..........................................................................................................34
3.2.4.1 Editing System Quick Dial ..............................................................................................35
3.2.4.2 Deleting System Quick Dial ............................................................................................36
3.2.5 System Speed Dial .........................................................................................................37
3.2.5.1 Adding System Speed Dial .............................................................................................39
3.2.5.2 Editing System Speed Dial .............................................................................................39
3.2.5.3 Deleting System Speed Dial ...........................................................................................40
3.2.6 DISA AA Destination Setting ..........................................................................................40
3.2.6.1 Editing DISA AA Destination Settings ............................................................................41
3.2.6.2 Deleting OGM Number ...................................................................................................41
3.2.7 Extension Names/Number .............................................................................................42
3.2.7.1 Editing Extension Names ...............................................................................................43
3.2.7.2 Extension Setting ...........................................................................................................43
3.2.7.3 Flexible Key ....................................................................................................................44
3.2.7.4 Extension PIN .................................................................................................................46
3.2.8 Holiday Table Setting .....................................................................................................47
3.2.9 Time Service Mode ........................................................................................................48
3.2.9.1 Editing Time Table Settings ...........................................................................................49
3.2.9.2 Editing Break Setting ......................................................................................................49
3.3 Server Settings .............................................................................................................51
3.3.1 Dial Modification for Dial Copy .......................................................................................51
3.3.2 Remote Alarm Notification ..............................................................................................54
3.3.3 E-Mail Settings ...............................................................................................................54
4 PA User Functions .................................................................................57
4.1 My Phone Settings .......................................................................................................58
4.1.1 Not at My Desk ...............................................................................................................58
4.1.2 Flexible Key ....................................................................................................................58
4.1.3 Personal Speed Dial .......................................................................................................59
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4.1.3.1 Adding Personal Speed Dial ..........................................................................................61
4.1.3.2 Editing Personal Speed Dial ...........................................................................................61
4.1.3.3 Deleting Personal Speed Dial ........................................................................................62
4.1.4 Extension PIN .................................................................................................................62
Index..............................................................................................................65
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Section 1
Starting Phone Assistant Applications
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1.1 Starting Phone Assistant Server for the first time
1. Double-click the PA Server shortcut on the desktop.
–or–
Start PA Server (CTI control) from the Start menu (Start ® All Programs ® Panasonic ® KX-TDA PA
Server® PA Server).
Note
•Start PA Server runs automatically if the Load PA Server on Windows StartUp check box is
checked during installation.
•If PA Server (CTI control) and PA Services (Communication interface) are installed on separate
PCs, activate PA Server (CTI control) first, and then activate PA Services (Communication
interface). PA Manager (Web server) starts automatically after PA Services (Communication
interface) is successfully connected to PA Server (CTI control).
•The user can activate PA Services (Communication interface) manually by following the
instructions below.
–Double-click the PA Services shortcut on the desktop.
–or–
Start PA Services (Communication interface) from the Start menu (Start ® All Programs ®
Panasonic ® Phone Assistant Manager ® PA Services).
2. Enter the following in the corresponding fields, and click OK:
Username field: administrator
Password field: 1234 (default)
Note
•If the administrator changed the password during installation, enter the new password.
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1.1 Starting Phone Assistant Server for the first time

•The settings for the PBX connection can be changed if they are not set correctly when installing
PA Server. To change the setting of PBX connection, click Settings….
Select TCP/IP or USB to specify the method in which you wish to connect to the PBX.
3. Click OK. PA Server (CTI control) will start.
After the server is successfully activated, PA Services (Communication interface) automatically connects
itself to PA Server (CTI control).
After PA Services (Communication interface) successfully connects to PA Server (CTI control), PA
Manager (Web server) automatically starts.
4. Enter the following in the corresponding fields:
Username field: administrator
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1.1 Starting Phone Assistant Server for the first time

Password field: 1234 (default)
5. Click LOGIN. The following screen appears.
Note
When PA Server (CTI control) and PA Services (Communication interface) have finished starting up,
the status icons below will appear in the Notification area.
1 2
A
PA Services (Communication interface):
ACTIVATED
DEACTIVATED
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1.1 Starting Phone Assistant Server for the first time

When the user clicks the status icon for PA Services (Communication interface), the following
screen will appear, and the user can change the setting for PA Services (Communication interface).
•Click Settings.
B
PA Server (CTI control):
ACTIVATED
DEACTIVATED
When the user right-clicks the status icon for PA Server (CTI control), the following commands will
appear on the shortcut menu.
•Settings…: changes the settings of PBX connection.
•Clear Call Log: deletes all the call logs.
•About: shows software version of PA Server (CTI control).
1.2 Exiting PA Applications
To exit PA applications, deactivate PA Manager (Web server), PA Services (Communication interface), and
PA Server (CTI control):
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1.2 Exiting PA Applications

1. Click the Log off link in the Menu frame to log off of PA Manager (Web server).
2. Click the Close button in the upper-right corner of a window.
3. Right-click the status icon for PA Manager (Web server) in the Notification area, and select Exit.
4. Right-click the status icon for PA Services (Communication interface) in the Notification area, and select
Stop Service.
–or–
Click the status icon for PA Services (Communication interface) to open the PA Services screen. Then
click Stop, and close the screen.
5. Right-click the status icon for PA Services (Communication interface) in the Notification area, and select
Exit.
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1.2 Exiting PA Applications

6. Right-click the status icon for PA Server (CTI server) in the Notification area, and select Stop.
7. When the Stop PA Server dialogue box appears, enter the user name and password.
8. Click OK.
9. Right-click the status icon for PA Server (CTI control) in the Notification area, and select Exit.
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1.2 Exiting PA Applications

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1.2 Exiting PA Applications

Section 2
Interface Preview
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2.1 Overview
Phone Assistant (PA) Manager (Web server) allows IDs and Passwords to be registered for each PA
Manager (Web server) and PA user. PA Manager (Web server) also allows for easy access to some of the
PBX features and control settings in a graphical user interface.
IMPORTANT
Only 2 kinds of users may log in to the PA Manager (Web server). When PA Manager (Web server) is run
for the first time, only the administrator has log-in privileges. To log in as a regular user, the administrator
must first create a user account (i.e., assign a password) for the PA user. Please refer to Administrator
Functions and PA User Functions for details.
•Administrator: can view and change the general PBX settings and their own phone settings.
•PA User: can view and change some of the phone settings.
Note
•If the PA Manager (Web server) is idle for more than 5 minutes, the user will be logged off
automatically.
•Only one administrator or PA user can log in at a time.
2.2 Login/Logout
PA Manager (Web server) can be used by either the administrator or a PA user of a phone connected to the
PBX.
2.2.1 To Log in to PA Manager (Web server)
1. Double-click the PA Manager shortcut on the desktop.
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2.2.1 To Log in to PA Manager (Web server)

2. Enter your user name. If you are logging in as the administrator, enter “administrator”. Enter your password.
Note
If you forget your password, enter your user name into the Username field, and click Forgot
Password?. PA Manager (Web server) sends an email to the administrator notifying him/her about
the forgotten password. To use this feature, the administrator must have set a valid email address in
the PA User Admin function. Specifying the email address of the administrator is described in
3.1 Registering a PA User.
3. Click LOGIN.
2.2.1.1 When Logged in as the Administrator
After logging in as the administrator, the following screen appears.
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2.2.1 To Log in to PA Manager (Web server)

To view the functions available when logged in as the administrator, click plus signs next to the My Phone
Settings, PBX settings, and Server Settings folders in the Menu frame.
1
A
Administrator Function Keys
A user logged in as the administrator can access all the configuration functions available in PA Manager
(Web server) (i.e., view and change the PA user’s information and the PBX settings).
Note
•If either field was left empty or the user name or password were entered incorrectly, the following
error message appears, and both fields are cleared.
To log in to PA Manager (Web server), reenter the correct user name and password.
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2.2.1 To Log in to PA Manager (Web server)

•If you do not use PA Manager (Web server) for more than 5 minutes, you will be logged off
automatically.
When you try to use PA Manager (Web server) after being logged off, the following error message
appears.
To continue using PA Manager (Web server), reenter your user name and password, and click
LOGIN.
•Only one administrator or PA user can log in at a time. If you try to log in to PA Manager (Web
server) when another user has already logged in, the following error message appears.
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2.2.1 To Log in to PA Manager (Web server)

2.2.1.2 When Logged in as a PA User
After logging in as a PA user, the following screen appears.
To view the functions available when logged in as a PA user, click My Phone Settings folder in the Menu
frame.
1
A
PA User Function Keys
A PA user has limited access to configuration functions. Therefore, the function keys which appear in the
Menu frame differ from those of the administrator. Only the Not at My Desk, Flexible Key, Personal
Speed Dial, and the Extension PIN function keys are available when logged in as a PA user.
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2.2.1 To Log in to PA Manager (Web server)

2.2.2 To Log in through a Web Browser
PA users on the network may access PA Manager (Web server) from their web browser by entering the address
into the address bar (for example, http://Localhost:8080/). “Localhost” is the computer host name of the PC in
which PA Manager (Web server) is installed, and “8080” is the port number assigned during installation.
http://Localhost:8080/INDEX.PHP
PA Manager, PA Server, and PA Services are installed
AA
When the user logs in to the PA Manager directly from a PC .
The address shown below appears in the address bar of the web browser.
A
Hostname for PC Default Port Number
(connects the web browser to PA Services)
Client PC
B
Client PC
C
By entering the address shown below in the web browser of the client PC,
the user may log in to the PA Manager from their PC.
A
http://10.75.28.189:8080/INDEX.PHP
IP Address of PC Default Port Number
(connects the web browser to PA Services)
Note
•To access PA Manager (Web server) through a web browser, PA Server (CTI control) and PA
Services (Communication interface) must be activated.
•Only one administrator or PA user can log in at a time.
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2.2.2 To Log in through a Web Browser

2.2.3 To Log out
1. Click the Log off link in the Menu frame to log out from PA Manager (Web server).
2. Click the Close button in the upper-right corner of the window.
2.3 Language
PA Manager (Web server) allows you to select the desired language.
1. Click the PAM Setup Configuration link in the PA Manager Version page.
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2.3 Language