Page 1 Notice Note that when converting this document from its original format to a .pdf file, some minor font and format changes may occur. When viewing and printing this document, we cannot guarantee that your specific PC or printer will support all of the fonts or graphics. Therefore, when you view the document, fonts may be substituted and your individual printer may not have the capability to print the document correctly.
Page 3 SMB8000 ESKTOP PPLICATIONS INT-2038 (UNIV) Issue 2.01...
Page 5 Contents of this manual are subject to change without prior notice at the discretion of NEC Unified Solutions, Inc. This document has been prepared for the use of employees and customers of NEC Unified Solutions, Inc. and may not be reproduced without prior written approval of NEC Unified Solutions, Inc.
Page 7 Regulatory ___________________________________________________________________________________ COMPLIANCE Changes or modifications to ADA-L Adapter hardware not expressly approved by the party responsible for compliance could void the user authority to operate the equipment. FCC REGULATIONS ECTION MISSIONS This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules.
Page 8 INDUSTRY CANADA ECTION MISSIONS This digital apparatus does not exceed the Class A limits for radio noise emissions from a digital apparatus set out in the Radio Interference Regulations of Industry Canada. Le présent appareil numérique n'émet pas de bruits radioélectriques depassant les limites applicables aux appareils numériques de la class A prescrites dans le Réglement sur le brouillage radioélectrique édicte par le ministère de l’Industrie du Canada.
Page 9: Table Of Contents
Licensing ....................1-5 Chapter 2 Installation Section 1 Installation Steps................2-2 Section 2 SMB8000 Desktop Applications System Programming..2-27 Section 3 Configuration Wizard ..............2-30 Configuration Startup ................2-30 Configuration Wizard, Screen 1 ............2-31 Configuration Wizard, Screen 2 ............2-33 Configuration Wizard, Screen 3 ............
Page 10 Issue 2.01 SMB8000 ___________________________________________________________________________________ Step by Step Flowchart ................ 2-37 Chapter 3 Desktop Application Startup Section 1 Full Window Mode ................ 3-2 Title Bar and Main Menu ................ 3-3 Function Toolbar ..................3-4 Active Call List ..................3-6 1.3.1 Active Call List Format ................3-6 1.3.2...
Page 11 SMB8000 Issue 2.01 ___________________________________________________________________________________ Function Toolbar ................... 3-15 Section 3 Compact Phone Mode ..............3-17 Closed Phone Mode ................3-17 Open Phone – Dial View ..............3-19 Open Phone – Directory View .............. 3-21 Open Phone – Menu View ..............3-23 Open Phone –...
Page 12 Issue 2.01 SMB8000 ___________________________________________________________________________________ Conference ..................... 4-5 1.6.1 Conference Call – Start ................. 4-5 1.6.2 Conference Call – Cancel ..............4-6 Record ....................4-6 Page ....................... 4-7 Park ......................4-8 1.10 Unpark ....................4-8 1.11 Night Mode ..................... 4-9 1.12 Barge In ....................
Page 13 SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.26.5 End Video .................... 4-18 1.26.6 Add Member ..................4-18 1.26.7 Resize Video ..................4-19 1.27 Whiteboard ................... 4-19 1.28 Application Sharing ................4-21 1.29 Chat ...................... 4-23 1.30 FTP ....................... 4-25 1.31 Switch Login Mode ................4-27 1.32...
Page 14 Issue 2.01 SMB8000 ___________________________________________________________________________________ Section 3 Call Log View ................4-39 Opening the Call Log ................4-39 3.1.1 Title Bar and Main Menu ..............4-40 3.1.2 Filter Toolbar ..................4-40 3.1.3 Record Viewer ..................4-41 Playing Back a Recorded Telephone Conversation ......4-42 Deleting a Record from the Call Log ............
Page 15 SMB8000 Issue 2.01 ___________________________________________________________________________________ 2.14 Preferences – Quick Message ............. 5-24 2.15 Preferences – Phone Message ............5-26 2.16 Preferences – Trunk Settings ............... 5-28 2.17 Preferences – Video Settings ............... 5-30 2.18 Preferences – Phone Image ..............5-32 Chapter 6...
Page 16 Issue 2.01 SMB8000 ___________________________________________________________________________________ Section 9 Outlook Add-In................6-18 Configuration ..................6-19 Making a Call ..................6-21 Conference ................... 6-23 Transfer ....................6-27 End Call ....................6-31 Chapter 7 Desktop Registration and Softphone Override Section 1 Registration Types ............... 7-1 Section 2 Service Conditions ...............
Page 17 Enable CallTo Tag Feature ..................2-10 Figure 2-11 CallTo Feature Enabled ................... 2-11 Figure 2-12 NEC Infrontia Telephony Driver (3rd) Setup ............2-11 Figure 2-13 Telephony Driver (3rd) Setup - Destination Location ..........2-12 Figure 2-14 Telephony Driver (3rd) Setup - TCP/IP Connection Setting ........2-13 Figure 2-15 Telephony Driver (3rd) Setup - Registration Window ..........
Page 18 Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 2-27 Installation Complete ....................2-26 Figure 2-28 Configuration Wizard, Screen 1 ................2-31 Figure 2-29 Configuration Wizard, Screen 2 ................2-33 Figure 2-30 Configuration Wizard, Screen 3 ................2-35 Figure 3-1 Full Window Mode Screen ..................3-2 Figure 3-2 Presence Area Screen .....................
Page 19 SMB8000 Issue 2.01 ___________________________________________________________________________________ Figure 4-15 Custom Message Screen ..................4-15 Figure 4-16 Video Screen ......................4-17 Figure 4-17 Add Member Screen ....................4-18 Figure 4-18 Choose Party Screen ....................4-19 Figure 4-19 Whiteboard Screen ....................4-20 Figure 4-20 Application Dialog Screen ..................4-21 Figure 4-21 Sharing Screen ......................
Page 20 Figure 6-15 Set Presence for Extension ..................6-18 Figure 6-16 Outlook Configuration ....................6-19 Figure 6-17 NEC Desktop Screen Pop Settings ................6-20 Figure 6-18 NEC Dial Button ....................... 6-21 Figure 6-19 Right Click for NEC Call ................... 6-22 Figure 6-20 NEC Conference Button ...................
Page 21 SMB8000 Issue 2.01 ___________________________________________________________________________________ Figure 6-21 Conference Call Window ..................6-24 Figure 6-22 Right Click for NEC Conference ................6-25 Figure 6-23 Conference Call Window ..................6-26 Figure 6-24 NEC Transfer Button ....................6-27 Figure 6-25 Transfer Call Window ....................6-28 Figure 6-26 NEC Transfer Right Click ..................
Page 22 Issue 2.01 SMB8000 ___________________________________________________________________________________ THIS PAGE INTENTIONALLY LEFT BLANK ___________________________________________________________________________________ List of Figures...
Page 23: Chapter 1 Introduction To Desktop Applications
ECTION This document describes the operation and functionality of the SMB8000 Desktop Applications. VERVIEW ECTION The SMB8000 Desktop Applications is a new suite of software that combines the telephony functionality of three standard products: SP310 (IP Softphone)  PC Assistant ...
Page 24: Installation Considerations
Issue 2.01 SMB8000 ___________________________________________________________________________________ NSTALLATION ONSIDERATIONS ECTION The Desktop Applications can be installed in two different configurations, standalone or standalone with the 3rd-Party Shared Services. Standalone Configuration In the standalone configuration, any DSS/BLFs that need to appear in the Desktop Applications must be programmed on a physical button on the terminal or a DSS console attached to the terminal.
Page 25: O&M (Operation And Maintenance)
SMB8000 Issue 2.01 ___________________________________________________________________________________ The PC with 3rd-Party Shared Services communicates to the SV8100 via the LAN on the TCP port defined for the 3rd-Party CTI connection in Program 10-20-01. The 3rd-Party CTI connection is device 1 in 10-20-01 and the recommended port is 8181.
Page 26: Figure 1-1 Desktop Connections
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 1-1 Desktop Connections ___________________________________________________________________________________ 1 - 4 Introduction to Desktop Applications...
Page 27: System Requirements
SMB8000 Issue 2.01 ___________________________________________________________________________________ YSTEM EQUIREMENTS ECTION The minimum recommended PC requirements and the supported operation systems are described in this section. Minimum PC Requirements The minimum recommended PC requirements for running the desktop application are as follows: PC Class: Pentium 3 ...
Page 28 Issue 2.01 SMB8000 ___________________________________________________________________________________ In previous releases, the Softphone was included when purchasing an Assistant or Attendant license. In order to minimize system port usage where the Desktop suite is used to control a physical handset, the Softphone function is no longer included with Assistant or Attendant with the release of v2.0 and must be purchase separately.
Page 29 Issue 2.01 ___________________________________________________________________________________ Table 1-1 Configuration Example – Desktop Version 1.0 (Continued) 670717 LK-SYS-IP Terminal-4-LIC Description Feature Code Quantity Included Comments NEC SIP Client License 5101 – 670753 LK-Desktop Suite-Enhance PKG64-LIC Description Feature Code Quantity Included Comments Desktop Suite Enhance Package 64 5303 –...
Page 30 Issue 2.01 SMB8000 ___________________________________________________________________________________ The following table outlines the license codes included when purchasing the various part numbers related to the Desktop application: Table 1-3 Overall Breakdown - Desktop Applications License Code in 10-50-01 PCPro License Description 0112 5102 5303...
Page 31 SMB8000 Issue 2.01 ___________________________________________________________________________________ Table 1-3 Overall Breakdown - Desktop Applications (Continued) License Code in 10-50-01 PCPro License Description 0112 5102 5303 Part 5301 5304 5305 Name Description Softphone Party Number Softphone Attendant Assistant Terminal Enhanced Softphone Client LK-DT SP E Desktop Client –...
Page 32 Issue 2.01 SMB8000 ___________________________________________________________________________________ THIS PAGE INTENTIONALLY LEFT BLANK ___________________________________________________________________________________ 1 - 10 Introduction to Desktop Applications...
Page 33: Chapter 2 Installation
Installation Chapter 2 ___________________________________________________________________________________ The installation of the SMB8000 Desktop Applications includes prerequisite software, if the installation determines these do not already exist on the PC. The following prerequisite software is installed: Microsoft .NET Framework 2.0  Microsoft Visual C++ 2005 SP1 Redistributable Package ...
Page 34: Installation Steps
TEPS ECTION To install the SMB8000 Desktop Applications, perform the following procedure: Insert the NEC Applications Installation CD. The CD autoruns. If it does not autorun, go to Start>Run and type d:\NECInstaller.exe, where d: is the CD ROM drive. The NEC Installer window opens. Click Next.
Page 35: Figure 2-2 Install Or Uninstall Options
SMB8000 Issue 2.01 ___________________________________________________________________________________ Choose Install. Figure 2-2 Install or Uninstall Options ___________________________________________________________________________________ Desktop Applications 2 - 3...
Page 36: Figure 2-3 Application Selection To Install Or Remove
Choose the Applications to install, then click Next. The applications include: NEC Desktop Suite - Choose this option to install the NEC Desktop Application to be used for SP310 IP Softphone, PC Assistant or PC Attendant. End User Pro - Choose this option to install the End User Programming tool used for programming buttons and extension based programming like Name display and display language.
Page 37: Figure 2-4 Ip Address For Cpu Connection Settings
SMB8000 Issue 2.01 ___________________________________________________________________________________ Enter the IP Address of the IPLA interface on the CPU (10-12-09), then click Next. Figure 2-4 IP Address for CPU Connection Settings ___________________________________________________________________________________ Desktop Applications 2 - 5...
Page 38: Figure 2-5 Confirm Actions Window
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Next at the Confirm Actions window. Figure 2-5 Confirm Actions Window ___________________________________________________________________________________ 2 - 6 Installation...
Page 39: Figure 2-6 Accept License Agreement
SMB8000 Issue 2.01 ___________________________________________________________________________________ Agree to the license agreement and click Next. Figure 2-6 Accept License Agreement ___________________________________________________________________________________ Desktop Applications 2 - 7...
Page 40: Figure 2-7 Nec Desktop Suite Setup Wizard
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Next in the NEC Desktop Suite window. Depending on the current version of the Windows Installer on the PC, the installation may update the Windows Installer. If so, follow the on screen instructions. Figure 2-7 NEC Desktop Suite Setup Wizard...
Page 41: Figure 2-8 Select Installation Folder
SMB8000 Issue 2.01 ___________________________________________________________________________________ Define the installation folder or click Next to accept the default folder. Figure 2-8 Select Installation Folder ___________________________________________________________________________________ Desktop Applications 2 - 9...
Page 42: Figure 2-9 Confirm Installation
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Next at the Confirm Installation Window. Figure 2-9 Confirm Installation Click Yes to install the CallTo Configuration to support calling from a CallTo tag/ hyperlink within a web page or MS Office document. Figure 2-10 Enable CallTo Tag Feature...
Page 43: Figure 2-11 Callto Feature Enabled
Click Close at the Installation Complete Window. If you chose to install the NEC Telephony Service, the installation begins. Click Next. If you did not choose to install the NEC Telephony Service, go to Step 27. Figure 2-12 NEC Infrontia Telephony Driver (3rd) Setup...
Page 44: Figure 2-13 Telephony Driver (3Rd) Setup - Destination Location
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Browse to define the installation folder, or click Next to accept the default folder. Figure 2-13 Telephony Driver (3rd) Setup - Destination Location ___________________________________________________________________________________ 2 - 12 Installation...
Page 45: Figure 2-14 Telephony Driver (3Rd) Setup - Tcp/Ip Connection Setting
SMB8000 Issue 2.01 ___________________________________________________________________________________ Define the IP Address of the CPU, the 3rd-Party TAPI TCP port programmed in 10-20-01, the IP address of the machine you are installing on, and the Communication time-out, if other than the default. Figure 2-14 Telephony Driver (3rd) Setup - TCP/IP Connection Setting...
Page 46: Figure 2-15 Telephony Driver (3Rd) Setup - Registration Window
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Next at the Service Setting Window. Figure 2-15 Telephony Driver (3rd) Setup - Registration Window ___________________________________________________________________________________ 2 - 14 Installation...
Page 47: Figure 2-16 Telephony Driver (3Rd) Setup - Operation Mode Setting
SMB8000 Issue 2.01 ___________________________________________________________________________________ Click Next at the Operation Mode Setting window. Figure 2-16 Telephony Driver (3rd) Setup - Operation Mode Setting ___________________________________________________________________________________ Desktop Applications 2 - 15...
Page 48: Figure 2-17 Telephony Driver (3Rd) Setup - Start Copying Files
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Next at the Start Copying Files Window. Figure 2-17 Telephony Driver (3rd) Setup - Start Copying Files ___________________________________________________________________________________ 2 - 16 Installation...
Page 49: Figure 2-18 Nec Telephony Service Setup Wizard
SMB8000 Issue 2.01 ___________________________________________________________________________________ Click Next at the NEC Telephony Service Window. Figure 2-18 NEC Telephony Service Setup Wizard ___________________________________________________________________________________ Desktop Applications 2 - 17...
Page 50: Figure 2-19 Telephony Service - Select Installation Folder
Issue 2.01 SMB8000 ___________________________________________________________________________________ Define the Installation Folder or Click Next to accept the default folder. Figure 2-19 Telephony Service - Select Installation Folder ___________________________________________________________________________________ 2 - 18 Installation...
Page 51: Figure 2-20 Telephony Service - Confirm Installation Start
SMB8000 Issue 2.01 ___________________________________________________________________________________ Click Next at the Confirm Installation Window. Figure 2-20 Telephony Service - Confirm Installation Start ___________________________________________________________________________________ Desktop Applications 2 - 19...
Page 52: Figure 2-21 Telephony Service - Installation Complete
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Close at the Installation Complete Window. Figure 2-21 Telephony Service - Installation Complete ___________________________________________________________________________________ 2 - 20 Installation...
Page 53: Figure 2-22 Quick Message Client - Setup Wizard
SMB8000 Issue 2.01 ___________________________________________________________________________________ If you chose the Quick Message Client, the installation begins. Click Next at the Quick Message Client Window, or go to Step 27, if you do not choose to install at this time. Figure 2-22 Quick Message Client - Setup Wizard...
Page 54: Figure 2-23 Quick Message Client - Install Folder
Issue 2.01 SMB8000 ___________________________________________________________________________________ Define the installation folder or click Next to accept the default folder. Figure 2-23 Quick Message Client - Install Folder ___________________________________________________________________________________ 2 - 22 Installation...
Page 55: Figure 2-24 Confirm Quick Message Client Installation
SMB8000 Issue 2.01 ___________________________________________________________________________________ Click Next at the Confirm Installation Window. Figure 2-24 Confirm Quick Message Client Installation ___________________________________________________________________________________ Desktop Applications 2 - 23...
Page 56: Figure 2-25 Quick Message Client - Install Complete
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Close at the Installation Complete Window. Figure 2-25 Quick Message Client - Install Complete ___________________________________________________________________________________ 2 - 24 Installation...
Page 57: Figure 2-26 Nec Installer Summary
SMB8000 Issue 2.01 ___________________________________________________________________________________ Click Next at the NEC Installer Window showing what was installed. Figure 2-26 NEC Installer Summary ___________________________________________________________________________________ Desktop Applications 2 - 25...
Page 58: Figure 2-27 Installation Complete
Issue 2.01 SMB8000 ___________________________________________________________________________________ Click Finish. Figure 2-27 Installation Complete ___________________________________________________________________________________ 2 - 26 Installation...
Page 59: Smb8000 Desktop Applications System Programming
___________________________________________________________________________________ SMB8000 D ESKTOP PPLICATIONS YSTEM ROGRAMMING ECTION The following table lists the SMB8000 System programming related to the Desktop Applications. Table 2-1 SMB8000 Desktop Applications System Programming Program Description Input Data 10-12-03 CD-CP00-US Network Define the default gateway to be 0.0.0.0 ~ 126.255.255.254...
Page 60 Issue 2.01 SMB8000 ___________________________________________________________________________________ Program Description Input Data 10-20-01 Lan Setup for External Define the TCP port for the LAN 0-65535 Equipment - TCP Port CTI and O&M communication Device 1 (1st-Party CTI used only if 3rd-Party Shared between the CD-CP00-US and Services is used) = 0 (Port 8181 recommended.
Page 61 SMB8000 Issue 2.01 ___________________________________________________________________________________ Program Description Input Data 30-01-01 DSS Console Set the mode for the system 0 = Business Mode Operation Mode DSS consoles. 1 = Hotel Mode 2 = ACD Monitor Mode 3 = Business/ACD Mode (Default = 0)
Page 62: Configuration Wizard
Configuration Startup The Configuration Wizard launches automatically the first time the desktop application is started after installation. The Configuration Wizard can be started at Start/All Programs/NEC/SMB8000 Desktop Configure. The Configuration Wizard can be initiated from within the application from: Toolbar Mode: File/Configuration Wizard ...
Page 63: Configuration Wizard, Screen 1
SMB8000 Issue 2.01 ___________________________________________________________________________________ Configuration Wizard, Screen 1 The first screen displayed for the configuration wizard contains the following settings. Figure 2-28 Configuration Wizard, Screen 1 The Network Name/IP Address field is used to identify the network  location of the SV8100 Telephone System. Either the Network Name or full IP address of the IPLA interface can be entered in this field.
Page 64 Issue 2.01 SMB8000 ___________________________________________________________________________________ The O&M Port field is used to specify the port number that is assigned to  Device 11 in Program 10-20-01 for the O&M Interface. The O&M User ID field is used to specify the login name that is required to ...
Page 65: Configuration Wizard, Screen 3
SMB8000 Issue 2.01 ___________________________________________________________________________________ Configuration Wizard, Screen 2 The second screen displayed for the configuration wizard contains the following settings. Figure 2-29 Configuration Wizard, Screen 2 The License Level setting controls the level of features that are enabled  within the application. The feature set associated with each license level is...
Page 66 Issue 2.01 SMB8000 ___________________________________________________________________________________ The available license levels are: PC Attendant, PC Attendant (Deskset  only), PC Assistant, PC Assistant (Deskset only), and SP310. Choose a Deskset Only license level when controlling a  Deskset phone (i.e., PC Attendant (Deskset Only).
Page 67 SMB8000 Issue 2.01 ___________________________________________________________________________________ Configuration Wizard, Screen 3 The third screen displayed for the configuration wizard contains the following settings. Figure 2-30 Configuration Wizard, Screen 3 The Deskset option specifies that the desktop application is going to  control a physical telephone.
Page 68 Issue 2.01 SMB8000 ___________________________________________________________________________________ The Audio Device lists all of the audio devices that are installed on the  Host PC. The selected Audio Device is used to control the microphone and  speaker functionality of the IP Softphone. The Ring Volume slider controls the level of ringing for incoming calls to ...
Page 69: Step By Step Flowchart
SMB8000 Issue 2.01 ___________________________________________________________________________________ Step by Step Flowchart The Step by Step Flow Chart is a start to finish process that includes installation, programming, and configuration based on the options the user will use. ___________________________________________________________________________________ Desktop Applications 2 - 37...
Page 70 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 38 Installation...
Page 71 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 39...
Page 72 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 40 Installation...
Page 73 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 41...
Page 74 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 42 Installation...
Page 75 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 43...
Page 76 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 44 Installation...
Page 77 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 45...
Page 78 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 46 Installation...
Page 79 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 47...
Page 80 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 48 Installation...
Page 81 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 49...
Page 82 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 50 Installation...
Page 83 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 51...
Page 84 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 52 Installation...
Page 85 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 53...
Page 86 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 54 Installation...
Page 87 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 55...
Page 88 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 56 Installation...
Page 89 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 57...
Page 90 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 58 Installation...
Page 91 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 59...
Page 92 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 60 Installation...
Page 93 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 61...
Page 94 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 62 Installation...
Page 95 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 63...
Page 96 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 64 Installation...
Page 97 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 65...
Page 98 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 66 Installation...
Page 99 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 67...
Page 100 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 68 Installation...
Page 101 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 69...
Page 102 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 70 Installation...
Page 103 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 71...
Page 104 Issue 2.01 SMB8000 ___________________________________________________________________________________ ___________________________________________________________________________________ 2 - 72 Installation...
Page 105 SMB8000 Issue 2.01 ___________________________________________________________________________________ ___________________________________________________________________________________ Desktop Applications 2 - 73...
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Page 107: Chapter 3 Desktop Application Startup
The Desktop Application can be started in any of the following ways: Double-clicking on the desktop application icon within the Windows desktop  area. Selecting Start/All Programs/NEC/NEC Desktop Suite  During startup, the following actions are performed: The first time the application is started after installation, the Configuration Wizard ...
Page 108: Full Window Mode
Issue 2.01 SMB8000 ___________________________________________________________________________________ INDOW ECTION The Full Window Mode is derived from the screen layout of the IPK II PC Attendant and is primarily targeted for users with an attendant-level license. This User Interface mode presents valuable information about the current call activity and provides easy access to the basic operations required by the attendant.
Page 109: Title Bar And Main Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ Title Bar and Main Menu The Title Bar and Main Menu provide the standard windows controls and access to basic operations and utilities through pull down menus. The standard Windows controls on the Title Bar are as follows:...
Page 110: Function Toolbar
Issue 2.01 SMB8000 ___________________________________________________________________________________ Window Call Log Open a separate window to view the call history. Directory Open a separate window to view the Directory/Contact List. Phone Image Display emulation phone image/control when the Desktop Application is run in IP Softphone mode.
Page 111 SMB8000 Issue 2.01 ___________________________________________________________________________________ Auto Handset/Auto Headset  Transfer  Hang Up  Dial  Conference  Record  Page  Park  Unpark  Phone Image  Night Mode  Barge In  Directed Call Pickup  Group Call Pickup ...
Page 112: Active Call List
Issue 2.01 SMB8000 ___________________________________________________________________________________ Active Call List The Active Call List displays all of the calls that are currently being handled by the application. The list includes calls that are in the following states: Ringing  Connected  Held ...
Page 113: Active Call List Operations
SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.3.2 Active Call List Operations The following operations are valid within the Active Call List:  Clicking on a ringing call automatically answers that call. A right mouse click on an entry displays a pop-up menu with the ...
Page 114: Blf Button Design
Issue 2.01 SMB8000 ___________________________________________________________________________________ 1.4.1.2 BLF Button Design  Each BLF button includes an LED image, followed by an identifier.  The LED image changes color to indicate the current state of the extension.  The supported colors/states are as follows: Gray (Idle), Green (Busy), Red (Call Forward Immediate/DND All).
Page 115: Trunks Tab
SMB8000 Issue 2.01 ___________________________________________________________________________________  Performing a right mouse click on a BLF button provides access to the following functions: Dial  Voice Mail  Transfer  Conference  Voice Over  Camp  Call Redirect  E-Mail  Add/Edit Note ...
Page 116: Presence Area
Issue 2.01 SMB8000 ___________________________________________________________________________________ Presence Area The Presence Area is located in the lower left section of the Window View. Figure 3-2 Presence Area Screen 1.5.1 Current Presence Status The Presence area shows the current presence status of the user.
Page 117: Toolbar Mode
SMB8000 Issue 2.01 ___________________________________________________________________________________ OOLBAR ECTION The Toolbar Mode is derived from the screen layout of the IPK II PC Assistant and is targeted for users with an Assistant level license. This User Interface mode presents valuable information about the current call activity and provides easy access to the basic operations required by the normal phone user.
Page 118: Call Status Area
Issue 2.01 SMB8000 ___________________________________________________________________________________ With a phone number highlighted in another Windows application,  pressing <Ctrl+C> copies the selected number into the dial string field. Call Status Area The Call Status Area is shown below the Recent Call List. ...
Page 119: File Button
SMB8000 Issue 2.01 ___________________________________________________________________________________ A right-mouse click on a Speed Dial entry opens a menu that provides  access to the following functions: Edit – Open the associated database entry for editing.  Dial – Place a call to the selected number.
Page 120: Hold Button
Issue 2.01 SMB8000 ___________________________________________________________________________________ View Window Change UI mode to Full Window mode. Compact Phone Change UI mode to Compact Phone. Phone Image Display emulation phone image/control. Links SV8100 PCPro Opens a PCPro Window if PCPro is installed on the machine.
Page 121 SMB8000 Issue 2.01 ___________________________________________________________________________________ Function Toolbar The Function Toolbar provides quick access to the most commonly used call processing functions. A function on the toolbar can be selected by using the mouse to click on the desired function button or pressing the associated hotkey sequence on the keyboard.
Page 122 Issue 2.01 SMB8000 ___________________________________________________________________________________ Custom Message  Background Music  Auto Callback  Video  Whiteboard  Share  Chat   Switch Login Mode  Voicemail  Add Note  The operation of each of these functions is further described in...
Page 123: Figure 3-4 Closed Phone - Image Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ OMPACT HONE ECTION The Compact Phone is a user interface mode within the desktop application that can be initiated from any of the licensing levels (SP310, PC Assistant, and PC Attendant). The Compact Phone mode is a valid User Interface mode when the desktop application is connected to the telephone system using Deskset, IP Softphone or SIP only mode.
Page 124 Issue 2.01 SMB8000 ___________________________________________________________________________________ The display on the Closed Phone image shows the following information, based upon the current phone state. Phone State Display Idle Date and Time Ringing Caller ID, if received, else "Call from Unknown" The following mouse click events are supported when the Compact Phone is in the closed state.
Page 125: Figure 3-5 Open Phone - Dial View
SMB8000 Issue 2.01 ___________________________________________________________________________________ Open Phone – Dial View By default, the Compact Phone initially opens with the phone in Dial mode. An example of the Dial format is shown in Figure 3-5 Open Phone – Dial View. Figure 3-5 Open Phone – Dial View...
Page 126 Issue 2.01 SMB8000 ___________________________________________________________________________________ The Open Compact Phone has four fixed buttons at the top of the display providing the following functions: Answer/Off-hook  Call Log  Directory  On-hook/Disconnect  The bottom of the display provides the following functions: The dial pad can be used to enter the number to be dialed.
Page 127: Figure 3-6 Open Phone - Directory View
SMB8000 Issue 2.01 ___________________________________________________________________________________ Open Phone – Directory View The Directory View is shown at the top of the Compact Phone, when the Directory function is selected from the Menu area. An example of the Directory View is shown in Figure 3-6 Open Phone –...
Page 128 Issue 2.01 SMB8000 ___________________________________________________________________________________ The top of the Directory View provides a selector that controls which  entries are displayed in the Directory View (Directory, Contact List, Personal). The main section of the Directory View lists each of the defined entries.
Page 129: Figure 3-7 Open Phone - Menu View
SMB8000 Issue 2.01 ___________________________________________________________________________________ Open Phone – Menu View To provide access to the function toolbar in the bottom section of the Compact Phone, select the Menu button on the Dial View. See the function toolbar in Figure 3-7 Open Phone – Menu View on page 3-23.
Page 130 Issue 2.01 SMB8000 ___________________________________________________________________________________ The toolbar provides quick access to commonly used functions. The  function buttons displayed in this area are the same set displayed in the Toolbar and Window modes. The visible functions and their order are defined within the Toolbar tab of ...
Page 131: Figure 3-8 Open Phone - Call Log View
SMB8000 Issue 2.01 ___________________________________________________________________________________ Open Phone – Call Log View Selecting the Call Log button will change the top section of the Compact Phone to display a list of the most recent calls. An example of the call log view is shown in Figure 3-8 Open Phone –...
Page 132: Figure 3-9 Compact Phone Video Call
Issue 2.01 SMB8000 ___________________________________________________________________________________ Each entry will indicate if the call was inbound or outbound, the name/  number of the calling/called party, and the date/time of the call. If the phone is idle, a double-click on an entry will initiate a call to the ...
Page 133 SMB8000 Issue 2.01 ___________________________________________________________________________________ The detached video window will resize to the wide view when more than  two video images are active. If the user selects Call Log or Directory function on the phone toolbar,  when the video window is active, the video window will be hidden and the top half of the Compact Phone will show the requested view.
Page 134: Figure 3-10 Emulation Phone Base Module
Issue 2.01 SMB8000 ___________________________________________________________________________________ Emulation Phone Base Module The base module for the emulation phone simulates a 24-button deskset, as shown in Figure 3-10 Emulation Phone Base Module. Figure 3-10 Emulation Phone Base Module The emulation phone image operates in the same manner as a physical deskset, with the following exceptions: The LCD display does not support the double-height setting.
Page 135: Figure 3-11 Emulation Phone Add-On Module
SMB8000 Issue 2.01 ___________________________________________________________________________________ The JogKey (Round, four-position control) does not provide the same  functionality as the physical phone. The up and down sides of the control will open the volume adjustment bar, and the left side will bring up the redial number.
Page 136: Figure 3-12 Emulation Phone Dss Module
Issue 2.01 SMB8000 ___________________________________________________________________________________ Emulation Phone DSS Module The Phone Image tab on the Preferences menu allows the user to specify an attendant module be included in the phone image. When this option is selected, a 60-button DSS module will be displayed, as shown in...
Page 137 Toolbar Functions Chapter 4 ___________________________________________________________________________________ OOLBAR UNCTIONS ECTION The function buttons which appear in the function toolbar on the Full Window, Toolbar, and Compact Phone modes provide access to the operations that are most frequently used by the phone user. The set of function buttons which are displayed can be customized by the user, as well as the size, order, and hotkey associated with the function.
Page 138: Figure 4-1 Transfer Call Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ Each of the feature keys available in the function toolbar and their associated actions are described in the following sections. Answer The Answer button allows the user to pick up a ringing line.  If only one line is ringing, then the Answer button connects the user to the ...
Page 139: Figure 4-2 Transfer Call - Start
SMB8000 Issue 2.01 ___________________________________________________________________________________ Alternately, the user can select an entry from the Destination drop down  list. The Destination drop down list includes a list of the most recent transfer  destinations entered in this dialog box. The actions associated with each of the dialog buttons are described in the following sections.
Page 140: Figure 4-3 Dial Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ Dial The Dial button allows the user to initiate an outbound call. When Dial is selected, the Dial following dialog will be displayed (refer to Figure 4-3 Dial Screen). Figure 4-3 Dial Screen The user can manually enter the number to be dialed in the Destination ...
Page 141: Figure 4-4 Conference Call Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ Conference The Conference button will initiate a conference that adds a third party to the active call. When the Conference function is selected, the following menu will be displayed (refer to Figure 4-4 Conference Call Screen).
Page 142 Issue 2.01 SMB8000 ___________________________________________________________________________________ Selecting the Complete button adds the consultation call to the original  call, completing the conference setup. Selecting the Disconnect button hangs up the consultation call and  reconnects to the original caller. 1.6.2 Conference Call – Cancel When the Cancel button is selected, the conference operation is ...
Page 143 SMB8000 Issue 2.01 ___________________________________________________________________________________ Page The Page button allows the attendant to access the internal and external paging functions. When the Page function is selected, the following form will be displayed (refer to Figure 4-6 Page Screen). Figure 4-6 Page Screen The user specifies the Page zone category by selecting Internal, External, ...
Page 144: Figure 4-7 Park Call Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ Park The Park button will transfer the active call to a specific park orbit. When this function is selected, the following dialog will be displayed (refer to Figure 4-7 Park Call Screen). Figure 4-7 Park Call Screen The spinner control allows the user to select the destination Park orbit.
Page 145: Figure 4-9 Night Mode Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ Selecting the Start button will attempt to retrieve a call from the specified  Park orbit. Selecting the Cancel button will close the Unpark Call dialog without  initiating a unpark operation. If the Unpark operation fails because the selected Park orbit is not ...
Page 146: Figure 4-10 Barge In Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ Pressing the Cancel key will close the Night Mode dialog without changing the Night Mode setting. 1.12 Barge In The Barge In button allows the user to enter another extension’s established call. When this function is selected, the following dialog will be displayed (refer Figure 4-10 Barge In Screen).
Page 147: Figure 4-11 Directed Call Pickup Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.13 Directed Call Pickup The Directed Call Pickup function allows the user to pickup a ringing call from a specified extension. When the Directed Call Pickup function is selected, the following dialog will be displayed (refer to Figure 4-11 Directed Call Pickup Screen).
Page 148: Figure 4-12 Last Number Redial Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ 1.15 Pickup Other Group The Pickup Other Group function allows the user to pickup a ringing call from within another call pickup group. When the Pickup Other Group function is selected, the phone will initiate the other group pickup function.
Page 149: Figure 4-13 Call Forward Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.18 Call Redirect The Call Redirect function allows the user to send a call that is ringing on their extension to a different destination. The Call Redirect function is enabled when an external call is ringing into the user’s phone. Selecting the Call Redirect function will transfer the ringing call to the pre-defined redirect location.
Page 150: Figure 4-14 Do Not Disturb Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ Pressing the Start button will initiate the Call Forward operation.  Pressing the Cancel function will close the Call Forward dialog without  changing the settings. 1.20 Do Not Disturb (DND) The Do Not Disturb function allows the user to set their phone to block incoming calls.
Page 151: Figure 4-15 Custom Message Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.21 Custom Message The Custom Message function allows the user to select a display message to be shown when other users call the user’s extension. When the Custom Message function is selected, the following dialog will be displayed (refer to Figure 4-15 Custom Message Screen).
Page 152 Issue 2.01 SMB8000 ___________________________________________________________________________________ Based upon the Message that is selected, the Date, Time, and Number  fields are enabled/disabled. The Date field allows the user to specify a date to be included as part of  the message. The Time field allows the user to specify a time value to be included with ...
Page 153: Figure 4-16 Video Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.25 Auto Handset/Auto Headset The Auto Handset/Auto Headset button is a toggle button that switches  between using the Handset or Headset for making outgoing calls and answering incoming calls. A Headset button must be programmed on the ...
Page 154: Figure 4-17 Add Member Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ 1.26.1 Show Video The Show Video function opens a video frame in the Video window that  displays the user’s own video image. The user’s video image is hidden by default the first time the video ...
Page 155: Figure 4-18 Choose Party Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ The Directory selector lists all of the extensions that are defined in the  directory. The Extension/Name selector allows the user to specify a specific  extension or extension name. The Extension/Name field maintains a list of the most recent extensions ...
Page 156: Figure 4-19 Whiteboard Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ The Directory selector lists all of the extensions that are defined in the  directory. The Extension/Name selector allows the user to specify a specific  extension or extension name. The Extension/Name field maintains a list of the most recent extensions ...
Page 157: Figure 4-20 Application Dialog Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ Both members of the Whiteboard session will be able to view the images  created with the Whiteboard utility. Either of the members may close the Whiteboard utility independently to  end the sharing session. 1.28...
Page 158: Figure 4-21 Sharing Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ When the sharing member has been selected, the following dialog will appear, which allows the user to select the application to be shared (refer to Figure 4-21 Sharing Screen). Figure 4-21 Sharing Screen The programs list allows the user to select the application(s) that will be ...
Page 159: Figure 4-22 Chat Dialog Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.29 Chat The Chat function allows the user to start an instant messaging session with another desktop application user. When the Chat function is selected, the following dialog will be displayed (refer to Figure 4-22 Chat Dialog Screen).
Page 160: Figure 4-23 Participant's Chat Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ When the Chat session is started, the following image will be displayed on the participants screen (refer to Figure 4-23 Participant’s Chat Screen). Figure 4-23 Participant’s Chat Screen The data entry box on the bottom of the form is used to enter the text to ...
Page 161: Figure 4-24 Ftp Dialog Box
SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.30 The FTP function allows the user to send a file to another desktop application user. When the FTP function is selected, the following dialog will be displayed (refer to Figure 4-24 FTP Dialog Box). Figure 4-24 FTP Dialog Box The Talking Party selector lists all of the extensions that are currently part ...
Page 162: Figure 4-25 Ftp File Selector Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ After a member has been selected, the following file selector screen will be displayed (refer to Figure 4-25 FTP File Selector Screen). Figure 4-25 FTP File Selector Screen Using the file selector panel, the user is able to navigate through their file ...
Page 163: Figure 4-26 Add Note Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ 1.31 Switch Login Mode The Switch Login Mode function allows the user to switch the application  from running in softphone mode to CTI mode or from CTI mode to Softphone mode. In order for this function to be supported, the user must have provided the ...
Page 164: Figure 4-27 Directory View Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ IRECTORY ECTION An online company directory, contact list, and personal list are provided to assist the user in handling call activity. The Directory provides the user with quick access to contact information and an easy method to send calls and messages to other extensions on their phone system.
Page 165 SMB8000 Issue 2.01 ___________________________________________________________________________________ The Directory consists of the following areas: Title Bar and Main Provides the standard windows controls and access to standard Menu operations and utilities through the pull down menus. Function Toolbar Provides quick access to functions that maintain the directories and change the database view.
Page 166 Issue 2.01 SMB8000 ___________________________________________________________________________________ Edit Select All Select all entries in the database. Search Use the Search function to locate an entry by Name. View Hidden Entries Hide/Unhide entries that have their visibility attribute set to "Hide". Set Visible Actions Hide/Unhide the list of actions that appear in the pop-up menu.
Page 167 SMB8000 Issue 2.01 ___________________________________________________________________________________ PRINT Print All Print Selected Page Setup Print Preview ACTION Dial Extension Dial Alternate Voicemail Transfer Conference Voice Over Camp Call Pickup Video Call Chat Whiteboard Application Sharing File Transfer Email Quick Message Phone Message Add Note...
Page 168 Issue 2.01 SMB8000 ___________________________________________________________________________________ 2.1.3 Search Area The Search Area allows the user to quickly locate an entry in the database by Name field. The following rules apply to using the search area: To access the Search capability click inside the Search field on the ...
Page 169: Figure 4-28 Select Visible Columns Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ Figure 4-28 Select Visible Columns Screen A right mouse click on a row will open a pop-up menu that displays all of  the available functions for that entry. A double click on an entry when the phone is idle will initiate a call to the ...
Page 170: Figure 4-29 Directory Maintenance Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ Company Directory The Company Directory database maintains a list of extensions on the user’s phone system. Upon startup the application creates a directory entry for every extension that is programmed on the user’s phone as a one-touch key. Additional entries can be manually created using the Add Entry function.
Page 171 SMB8000 Issue 2.01 ___________________________________________________________________________________ The following fields are configured for text entry:  First Name  Last Name  Extension  Title  E-Mail  Location  Supervisor Name  Supervisor Phone  Assistant Name  Assistant Phone  Notes ...
Page 172: Figure 4-30 Departments Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 4-30 Departments Screen The New, Rename, and Delete functions can be used to modify the Department entries. 2.2.2 Modifying an Entry in the Directory Highlighting a directory entry and from the File menu, selecting ...
Page 173: Figure 4-31 Contacts/Personal List
SMB8000 Issue 2.01 ___________________________________________________________________________________ 2.2.4 Printing the Directory From the File menu, selecting the Print option, followed by Print All will  cause the entire directory to be sent to the default printer. Highlighting a set of entries to be printed and selecting ...
Page 174 Issue 2.01 SMB8000 ___________________________________________________________________________________ The following fields are configured for text entry:  First Name  Last Name  Telephone  Title  E-Mail  Address  City  State/Prov  Zip/Postal  Country  Notes  The Company Name field is a drop down list of all of the Companies ...
Page 175: Figure 4-32 Call Log Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ 2.3.4 Printing the Directory From the File menu, selecting the Print option, followed by Print All will  cause the entire database to be sent to the default printer. Highlighting a set of entries to be printed and selecting ...
Page 176 Issue 2.01 SMB8000 ___________________________________________________________________________________ The Directory consists of the following areas: The Title Bar and Main Menu provides the standard windows controls and  access to standard operations and utilities through the pull down menus. The Filter Toolbar allows the user to apply filters to the visible call records.
Page 177: Figure 4-33 Visible Columns Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ 3.1.3 Record Viewer The Record Viewer displays the list of call records as indicated by the  selected filter. Each column represents an attribute of the call record.  Each row represents a call record. ...
Page 178: Figure 4-34 Telephone Conversation Playback Screen
Issue 2.01 SMB8000 ___________________________________________________________________________________ Playing Back a Recorded Telephone Conversation Pressing the right mouse button to select a record that contains a recording and selecting play from the pop-up menu will initiate playback of the recording. The Playback window will open during playback (refer to...
Page 179: Figure 4-35 Call Log Archive Screen
SMB8000 Issue 2.01 ___________________________________________________________________________________ Printing the Call Log From the Call Log menu, selecting the Print option, followed by Print All  causes the entire call history to be sent to the default printer. Highlighting a set of records to be printed and selecting Call ...
Page 180 Issue 2.01 SMB8000 ___________________________________________________________________________________ Selecting Archive will create the specified archive file in CSV (Comma  Separated Values) format. After the archive file is created, all of the selected archive records will be  removed from the call log. Selecting Cancel will close the Call Log Archive dialog without creating an ...
Page 181 Application Level Configuration Chapter 5 ___________________________________________________________________________________ NTRODUCTION ECTION The Preferences function allows the user to customize the desktop application user interface and operation. From the Full Window mode, the Preferences settings can be accessed by  → selecting Tools Preferences on the main menu. From the Toolbar mode the Preferences settings can be accessed by selecting ...
Page 182: Figure 5-1 Preferences Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ REFERENCES ECTION When the Preferences function is selected, the following menu is displayed. Figure 5-1 Preferences Menu Each of the tabs in the Preferences menu is described in the following sections. ___________________________________________________________________________________ 5 - 2 Application Level Configuration...
Page 183: Figure 5-2 Preferences - General Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ Preferences – General Figure 5-2 Preferences – General Menu The Docked Edge Top/Bottom option determines if the toolbar view will  be at the top or the bottom of the Windows Desktop area. The Auto Hide option allows the toolbar view to be hidden when other ...
Page 184 Issue 2.01 SMB8000 ___________________________________________________________________________________ The Pop-up on ringing call option is used when Auto Hide is used.  When enabled, the hidden toolbar pops to the front of other active screens when a call is ringing in. The Pop-Up on incoming calls option applies when the application in Full ...
Page 185: Figure 5-3 Preferences - Blf/Dss Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ Preferences – BLF/DSS Figure 5-3 Preferences – BLF/DSS Menu The Synchronize button retrieves the current line key settings from the  phone system and updates the layout of the BLF panel accordingly. The O&M information must be defined in Desktop Configuration for this to be available.
Page 186 Issue 2.01 SMB8000 ___________________________________________________________________________________ The New button can be used to define a new BLF tab entry.  The Delete button removes the selected BLF tab from the list.  The Properties button opens up the definition window for the selected ...
Page 187: Figure 5-4 Preferences - Recording Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ Preferences – Recording Figure 5-4 Preferences – Recording Menu The Recording Device selector allows the user to specify which recording  interface is to be used to record calls. If no recording device is detected, then this option is disabled.
Page 188: Figure 5-5 Preferences - Personal Greeting Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ Preferences – Personal Greeting Figure 5-5 Preferences – Personal Greeting Menu The Playback Device option allows the user to specify the audio device to  use for playing the greeting. The Enable Voice Greeting checkbox allows the user to designate that ...
Page 189 SMB8000 Issue 2.01 ___________________________________________________________________________________ The File field is used to specify the audio file to play as the Personal  Greeting. The Browse button opens a file explorer window and allows the user to  navigate through their file system.
Page 190: Figure 5-6 Preferences - Playback Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ Preferences – Playback Figure 5-6 Preferences – Playback Menu The Playback Device option allows the user to specify the audio device  used for playing back recordings. The Playback through ADA option specifies whether or not recordings ...
Page 191: Figure 5-7 Preferences - Tool Buttons Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ Preferences – Tool Buttons Figure 5-7 Preferences – Tool Buttons Menu The Available Tool Buttons lists all of the function buttons that are  available within the application. Only the entries that are checked are shown on the function toolbar.
Page 192 Issue 2.01 SMB8000 ___________________________________________________________________________________ The Accelerator field is used to specify a hotkey to associate with a  function. The Description text explains how to set a hotkey for a function. The Image Size option allows the user to select the size of the buttons on ...
Page 193: Figure 5-8 Preferences - Active Call List Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ Preferences – Active Call List Figure 5-8 Preferences – Active Call List Menu The Remove Quick/Phone Message if no response after option specifies  the amount of time a Quick/Phone message will display in the active call list after it is sent before it is removed from the list.
Page 194: Figure 5-9 Preferences - Screen Pop Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ Preferences – Screen Pop Figure 5-9 Preferences – Screen Pop Menu The Contact Manager option selects which application to utilize to pop a  contact entry. ___________________________________________________________________________________ 5 - 14 Application Level Configuration...
Page 195 SMB8000 Issue 2.01 ___________________________________________________________________________________ The Settings button allows the user to designate specific information  about the selected contact application. The Activation option determines at what point the contact will be located  and displayed. The Call Filter option determines which types of calls initiate a screen pop ...
Page 196: Figure 5-10 Preferences - Shortcuts Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ Preferences – Shortcuts Figure 5-10 Preferences – Shortcuts Menu The One touch transfer will initiate option specifies which action type of  transfer (Supervised or Immediate) is initiated when the user clicks on an idle BLF button (Full Window Mode) with an active call.
Page 197 SMB8000 Issue 2.01 ___________________________________________________________________________________ The Double-click on a busy extension option allows the user to specify  the action to be initiated from the BLF panel or Directory when double clicking a busy extension. The Pressing the <Enter> key will send the chat message option ...
Page 198: Figure 5-11 Preferences - Dialing Rules Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ 2.10 Preferences – Dialing Rules Figure 5-11 Preferences – Dialing Rules Menu The Station Number Length field specifies how many digits internal  station numbers are. Additional digits will be ignored. The Emergency Number field specifies the number dialed for emergency ...
Page 199: Figure 5-12 Preferences - Telephony Settings Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ 2.11 Preferences – Telephony Settings Figure 5-12 Preferences – Telephony Settings Menu The Feature Codes list displays all of the telephone features that are used  by the application. When an entry in the Features list is selected, the Feature field shows the ...
Page 200 Issue 2.01 SMB8000 ___________________________________________________________________________________ The text below the Get Values button shows the last time that the O&M  interface was successfully used to retrieve the access code settings from the phone system. The Internal Paging Zones option specifies the range of Paging Zones ...
Page 201: Figure 5-13 Preferences - Voice Mail Menu
SMB8000 Issue 2.01 ___________________________________________________________________________________ 2.12 Preferences – Voice Mail Figure 5-13 Preferences – Voice Mail Menu The Enable Voicemail Interface option controls if the voice mail functions  within the application are enabled. The Voicemail Pilot Number is specified if transfers to voice mail require ...
Page 202: Figure 5-14 Preferences - Notification Settings Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ 2.13 Preferences – Notification Settings Figure 5-14 Preferences – Notification Settings Menu ___________________________________________________________________________________ 5 - 22 Application Level Configuration...
Page 203 SMB8000 Issue 2.01 ___________________________________________________________________________________ Check the Display an alert for new Voice Messages check box to receive a  notification in the system tray when a new voice message arrives for the IP Softphone. This is only supported for IP Softphone. Deskset is not supported for this ...
Page 204: Figure 5-15 Preferences - Quick Message Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ 2.14 Preferences – Quick Message Figure 5-15 Preferences – Quick Message Menu ___________________________________________________________________________________ 5 - 24 Application Level Configuration...
Page 205 SMB8000 Issue 2.01 ___________________________________________________________________________________ The Messages section is where existing messages can be edited and  messages can be created or deleted. The Responses section is where responses are associated with  messages. Responses can be created or deleted. The New button allows creation of a new message.
Page 206: Figure 5-16 Preferences - Phone Message Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ 2.15 Preferences – Phone Message Figure 5-16 Preferences – Phone Message Menu ___________________________________________________________________________________ 5 - 26 Application Level Configuration...
Page 207 SMB8000 Issue 2.01 ___________________________________________________________________________________ The Messages section is where existing messages can be edited and  messages can be created or deleted. The Responses section is where responses are associated with  messages. Responses can be created or deleted. The New button allows creation of a new message.
Page 208: Figure 5-17 Preferences - Trunk Settings Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ 2.16 Preferences – Trunk Settings Figure 5-17 Preferences – Trunk Settings Menu ___________________________________________________________________________________ 5 - 28 Application Level Configuration...
Page 209 SMB8000 Issue 2.01 ___________________________________________________________________________________ The Synchronize button causes the desktop application to query the  phone system and retrieve the current trunk definitions for the local phone. The Trunk Name field can be used to specify a name to be displayed on ...
Page 210: Figure 5-18 Preferences - Video Settings Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ 2.17 Preferences – Video Settings Figure 5-18 Preferences – Video Settings Menu The Device field allows the user to specify which camera is used for the  video call function. The Frame Rate and Bit Rate fields allow the user to control the quality of ...
Page 211 SMB8000 Issue 2.01 ___________________________________________________________________________________ The Mirror My Image option reverses the self-image within the video  window. The Start sending when call is started automatically starts transmitting  the video image when the video call is connected. If this option is not set, the user must use the Send button on the video window to start transmitting their video image.
Page 212: Figure 5-19 Preferences - Phone Image Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ 2.18 Preferences – Phone Image Figure 5-19 Preferences – Phone Image Menu When the Expansion Module option is selected, the phone image will  include an 8-button add-on module. When the Attendant Module option is selected, the phone image will ...
Page 213 3rd-Party Services Chapter 6 ___________________________________________________________________________________ The Desktop Applications include the option to install 3rd-Party services for use by all Desktop Applications users. These 3rd-Party services are required to support some of the functionality that was available in the IPK II PC Attendant and PC Assistant. The 3rd-Party services manage shared resources and provide communication facilities between user endpoints.
Page 214: Figure 6-1 Shared Services Configuration Utility
The 3rd-Party services are installed separately from the Desktop Applications installation. The 3rd-Party services installation option appears as a selection in the NEC Installer. The shared services must be installed on a PC that includes the NEC TSP and that can be accessed by all of the desktop clients.
Page 215 SMB8000 Issue 2.01 ___________________________________________________________________________________ The Shared Services Configuration menu includes the following fields in the Desktop Users section: The Port Number field specifies the port that the services use to  communicate with the desktop clients. The Desktop Users settings control which users are allowed to edit the ...
Page 216: Figure 6-2 Configuration Wizard - Shared Services Option
Issue 2.01 SMB8000 ___________________________________________________________________________________ Activation Individual desktop users can activate the Shared Services functionality by enabling this option in the Configuration Wizard. The first screen of the Configuration Wizard includes the settings required to activate the Shared Services option. Figure 6-2 Configuration Wizard – Shared Services Option To activate the Shared Services, the user must check the Enable ...
Page 217 For Attendant level users, the BLF entries include all of the phone devices that are monitored by the NEC 3rd-Party TSP. This increases the number of stations that can be monitored by not limiting the number to the one-touch keys on the attendant phone.
Page 218: Figure 6-3 Shared Services - Quick Message
Issue 2.01 SMB8000 ___________________________________________________________________________________ Sending and Receiving Quick Messages Selecting the Quick Message function displays the following menu. Figure 6-3 Shared Services – Quick Message The To field allows the user to select the Destination for the message.  The available destinations include all of the active desktop clients and those users running the Quick Message client.
Page 219: Figure 6-4 Quick Message Example
SMB8000 Issue 2.01 ___________________________________________________________________________________ When a Quick Message is received by a user, a message box pops up on the screen, as in the following example. Figure 6-4 Quick Message Example The user can select a Response from the buttons shown in the Quick ...
Page 220: Figure 6-5 Quick Messages Tracking - Active Call Area
Issue 2.01 SMB8000 ___________________________________________________________________________________ Tracking Quick Messages The Quick Message status is tracked within the full window mode of the desktop application in the active call area. An example of a Quick Message entry is shown in Figure 6-5 Quick Messages Tracking – Active Call Area.
Page 221: Figure 6-6 Preferences - Quick Message
SMB8000 Issue 2.01 ___________________________________________________________________________________ Configuring Quick Messages A set of predefined Quick Messages and Responses are maintained at the local PC for each attendant. The Preferences menu includes a new tab, labeled Quick Message, that is used to maintain the set of predefined Quick Messages and responses.
Page 222: Figure 6-7 Phone Message Menu
Issue 2.01 SMB8000 ___________________________________________________________________________________ HONE ESSAGING ECTION Attendant level users who have enabled the Shared Services have the ability to send Phone Messages to other users. Phone Messages can be sent from the attendant to any extension on the phone system. The Phone Message is shown as a short text message on the phone display, allowing the user to respond using the softkeys.
Page 223 SMB8000 Issue 2.01 ___________________________________________________________________________________ The responses are displayed on the bottom line of the phone above each  of the softkeys. Selecting a softkey sends the associated response to the attendant.  Selecting Exit sends a response to the attendant indicating that the ...
Page 224: Figure 6-8 Preferences - Configuring Phone Messages
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 6-8 Preferences – Configuring Phone Messages The New and Delete buttons are used to add and remove Messages and Responses from these lists. Each Message can have up to four responses selected as default replies for that message.
Page 225: Figure 6-9 Presence Status - Window View
SMB8000 Issue 2.01 ___________________________________________________________________________________ RESENCE ECTION Presence provides the ability to indicate Availability Status, Location, Expected Return Date and Time, Forward Settings of the phone, and Special Instructions. The Presence status is viewable through the Shared Services Directory or the BLF section of the Window view.
Page 226: Figure 6-10 Presence Status - Shared Services Directory
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 6-10 Presence Status – Shared Services Directory The Presence status is manually set by each user from the Window view or the Toolbar view. To set the presence from the Toolbar view, left click the down arrow on the Presence Area of the toolbar and choose the Presence Status.
Page 227: Figure 6-12 Set Presence Status - Window
SMB8000 Issue 2.01 ___________________________________________________________________________________ To set the presence from the Window view, right click the the Presence Area of the Window view and choose the Presence Status. Figure 6-12 Set Presence Status – Window Users can set the details of each Presence Status. The details that can be defined are Location, Expected Return Date and Time, Forward Settings for the Presence Status, and Special Instructions.
Page 228: Figure 6-13 Set Details
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 6-13 Set Details Use the Location field to set the users location when they choose the  associated Presence Status. Use the Return Date field to set the estimated return date for the user. ...
Page 229: Figure 6-14 Attendant Level User - Right Click To Set Presence
SMB8000 Issue 2.01 ___________________________________________________________________________________ Figure 6-14 Attendant Level User – Right Click to Set Presence The Set Presence for Extension window will open. ___________________________________________________________________________________ Desktop Applications 6 - 17...
Page 230: Figure 6-15 Set Presence For Extension
The Outlook Add-In allows users to Mail, End Call, Conference, Transfer, and perform screen pops through the Contacts folder within MS Outlook without having to launch the NEC Desktop application. The Outlook Add-In is installed during installation of the Desktop Application.
Page 231: Figure 6-16 Outlook Configuration
When making calls to outside numbers using the Outlook Add-In, the dialing → rules from Control Panel Phone and Modem Options will be followed. Figure 6-16 Outlook Configuration The NEC Desktop Screen Pop Settings window will open. ___________________________________________________________________________________ Desktop Applications 6 - 19...
Page 232: Figure 6-17 Nec Desktop Screen Pop Settings
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 6-17 NEC Desktop Screen Pop Settings Check the Enable box to enable the Outlook Add-In.  Click on the Reinitialize button to start the connection to the SV8100.  The Activation option determines at what point the contact will be ...
Page 233: Figure 6-18 Nec Dial Button
When the Outlook Contacts folder is the active window, there are two different ways the user can make a call to any of the numbers associated with a contact. The first way is from the NEC Desktop Dial button on the Outlook toolbar.
Page 234: Figure 6-19 Right Click For Nec Call
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 6-19 Right Click for NEC Call A submenu will open off of the NEC Call with all numbers associated with  the highlighted contact. Highlight one of the numbers and click to dial the number.
Page 235: Figure 6-20 Nec Conference Button
When the extension the Outlook Add-In is associated with is on an active call, there are two different ways the user can make a Conference Call with a contact and the active call. The first way is from the NEC Conference button on the Outlook toolbar.
Page 236: Figure 6-21 Conference Call Window
 Disconnect button to disconnect with the destination party and be reconnected to the original caller. The second way to Conference in a contact is by right clicking the contact and choosing NEC Conference. ___________________________________________________________________________________ 6 - 24 3rd-Party Services...
Page 237: Figure 6-22 Right Click For Nec Conference
Issue 2.01 ___________________________________________________________________________________ Figure 6-22 Right Click for NEC Conference A submenu will open off of the NEC Conference with all numbers  associated with the highlighted contact. Highlight one of the numbers and click to conference the number with an ...
Page 238: Figure 6-23 Conference Call Window
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 6-23 Conference Call Window Once the destination party answers, click the Complete button to  complete the Conference. Either before the destination party answers or after they answer, click the  Disconnect button to disconnect with the destination party and be reconnected to the original caller.
Page 239: Figure 6-24 Nec Transfer Button
When the extension the Outlook Add-In is associated with is on an active call, there are two different ways the user can transfer the call to a contact. The first way is from the NEC Transfer button on the Outlook toolbar. Figure 6-24 NEC Transfer Button A single click on the button will drop down all numbers associated with ...
Page 240: Figure 6-25 Transfer Call Window
Disconnect button to disconnect with the destination party and be reconnected to the original caller. The second way to Transfer a call to a contact is by right clicking the contact and choosing NEC Transfer. ___________________________________________________________________________________ 6 - 28 3rd-Party Services...
Page 241: Figure 6-26 Nec Transfer Right Click
Issue 2.01 ___________________________________________________________________________________ Figure 6-26 NEC Transfer Right Click A submenu will open off of the NEC Transfer with all numbers associated  with the highlighted contact. Highlight one of the numbers and click to transfer the active call to the ...
Page 242: Figure 6-27 Transfer Call Window
Issue 2.01 SMB8000 ___________________________________________________________________________________ Figure 6-27 Transfer Call Window Click the Start button to begin a supervised Transfer.  Click the Blind button to make a blind or unsupervised Transfer to the  number selected. Click the Cancel button to cancel the Transfer.
Page 243: Figure 6-28 End Call
End Call When the extension the Outlook Add-In is associated with is on an active call, the user can end the call by clicking any of the three buttons, NEC Desktop Dial, NEC Transfer, or NEC Conference, and choosing End Call.
Page 244 Issue 2.01 SMB8000 ___________________________________________________________________________________ THIS PAGE INTENTIONALLY LEFT BLANK ___________________________________________________________________________________ 6 - 32 3rd-Party Services...
Page 245 Desktop Registration and Softphone Chapter 7 Override ___________________________________________________________________________________ The Desktop Application registers with the SV8100 system as an IP (SIP) Station when a non-Deskset Only license level is chosen in the Configuration Wizard. This is the case for all non-Deskset Only modes [i.e., Softphone, PC Assistant controlling a Softphone, PC Assistant Controlling a Deskset (physical phone), PC Attendant controlling a Softphone, and PC Attendant controlling a Deskset (physical phone)].
Page 246 Issue 2.01 SMB8000 ___________________________________________________________________________________ If automatic or manual mode is used the Desktop Application must enter a user name and password. If the Desktop Application is run in deskset mode (controlling a physical phone) and the deskset phone used is an IP phone, the user name and password used for the Desktop Application is different than that of the actual IP phone.
Page 247 SMB8000 Issue 2.01 ___________________________________________________________________________________ Example 3  IP station extension 151 is using port 34 and logs in with the user name and password assigned to extension 151. The person that sits at extension 151 in the office goes out of the office and wishes to run the Desktop Application as a Softphone for extension 151.
Page 248 Issue 2.01 SMB8000 ___________________________________________________________________________________ THIS PAGE INTENTIONALLY LEFT BLANK ___________________________________________________________________________________ 7 - 4 Desktop Registration and Softphone Override...
Page 249 Features by License Level Appendix A ___________________________________________________________________________________ The following table shows a list of features that will be enabled for each license level (SP310, PC Assistant and PC Attendant). Feature SP310 Assistant Attendant Operational Mode IP Softphone SIP Only (Softphone) CTI Mode (Deskset) UI Mode Dockable Tool Bar (Top, Bottom)
Page 250 Issue 2.01 SMB8000 ___________________________________________________________________________________ Feature (Continued) SP310 Assistant Attendant Dial Conference Page Park Unpark Barge In Directed Call Pickup Last Number Redial Voice Over Forward Calls Background Music Auto-Callback Do Not Disturb Group Call Pickup Pickup Other Group Directed Call Pickup...
Page 251 SMB8000 Issue 2.01 ___________________________________________________________________________________ Feature (Continued) SP310 Assistant Attendant Outlook Add-in Screen pop Outlook Add-in Dial Out Call Log Print Delete Archive Columns (In/out, Date, Time, Name, Number, Duration, User, Line, Note) Sortable by Column Recordings Attached Playback of recordings...
Page 252 Issue 2.01 SMB8000 ___________________________________________________________________________________ Feature (Continued) SP310 Assistant Attendant Camp Call Pickup E-Mail Quick Message Add Note Add to Speed Dial Contacts Local Contacts Access to Shared Contacts Columns (Name, Number, Title, E-Mail, Company Name, Company Address, Company City, Company State/Prov,...
Page 253 SMB8000 Issue 2.01 ___________________________________________________________________________________ Feature (Continued) SP310 Assistant Attendant Set Visible Columns Set Visible Functions Delete Directory Entry Help Utility Application Help About (Version, License, Copyright) Licensing License Activation Trial Mode Attendant Functions Active ringing call list Top Most on Ringing Call...
Page 254 Issue 2.01 SMB8000 ___________________________________________________________________________________ Feature (Continued) SP310 Assistant Attendant Dial VoiceMail Transfer Conference Voice Over Camp Call Pickup E-Mail Quick Message Phone Message Add/Edit Note Clear Note Rollover for Notes/Presence Video Call Open Video Window Resize Video Window: Large/Small Hide/Show Self-Image...
Page 255 SMB8000 Issue 2.01 ___________________________________________________________________________________ Feature (Continued) SP310 Assistant Attendant Supported Hardware Separate Microphone and Speaker (Dual Audio) Adjustable Ring Volume USB Headset/Handset Selection from Multiple NIC cards Enhancement Suite Application Sharing Whiteboard Chat File Transfer ___________________________________________________________________________________ Desktop Applications A - 7...
Page 256 Issue 2.01 SMB8000 ___________________________________________________________________________________ THIS PAGE INTENTIONALLY LEFT BLANK ___________________________________________________________________________________ A - 8 Features by License Level...
Page 258 SMB8000 Desktop Applications NEC Unified Solutions, Inc. Issue 2.01...

NEC SMB8000 Manual

Table of Contents

List of Figures

Chapter 1 Introduction to Desktop Applications

Chapter 2 Installation

Chapter 3 Desktop Application Startup

Quick Links

Chapters

Related Manuals for NEC SMB8000

Summary of Contents for NEC SMB8000

Table of Contents