Phone Assistant Series Product Lineup License Type Comparison Table with PC-Phone/Console Good points of PA System Configuration What is Phone Assistant What is Phone Assistant Status What is Phone Assistant Manager PA Connection Diagram PA Installation and start PA Phone Assistant IP Softphone Plug-in How to log in PA Status (Supervisor/Operator) PA for wireless system (PS) (Ver.1.5) PA Operator Console (Light) (Ver. 1.5) Out look Add-in on PA (Ver. 1.5) E-mail Integration (Ver.1.5) Chat function over PA (PA Ver. 1.5) PA Ver.1.5 Improvements PA and NCV200 Multi Operation (G3 CTIMUX) Up-grade from old version Detailed Function of PA and PA Status Pro “ Phone Assistant (Ver.1.5)
“ Phone Assistant Series Product Lineup Phone Assistant Manager - System Speed Dialing - Extension name - Personal Speed Dialing (Easy Maintenance by customer) Phone Assistant Status - Monitor another extension - Barge In/Take Over/Listen In (Supervisor Function) Phone Assistant - Making/Answering Call (Easy Call Handling) We have three applications
ApplicationProduct Licensed module PA ProKX-NCS1101 (PA Pro 1 License) KX-NCS1105 (PA Pro 5 License) KX-NCS1110 (PA Pro 10 License) KX-NCS1199 (PA Pro 128 License) PA Status ProKX-NCS1201 (PA Status Pro 1 License) IP SoftphoneKX-NCS9101 (PA IP Softphone 1 License) “ License Type For example, for 25 users to use Phone Assistant Pro, the following models would be required: KX-NCS1110 x 2 KX-NCS1105 x 1 KX-NCS1101/1105/1110/1199 has the same license of PA Pro, but the number of the license in one package is different. Others KX-NCS1201 and KX-NCS9101 have a different license to activate the different modules of PA.
PA PA + PA Status PC-Phone PC-Console Configuration Interface Pair Extension Conversation 3rd Party CSTA link Server/Client 1st Party CSTA link USB or LAN PT-USB (need KX-T7601) DTP/APT(/ SLT) and IP-PT IP-Softphone T7633/36 DPT only License Registration via audio port of PCvia Pair DPT Recording by VM (2way-rec)by local PC at Server (License is not bound to PC) at each local PC (License is bound to PC) Systematic solutionPersonal solution Type of solution Comparison Table with PC-Phone/Console
Good points of PA -1 Phone Assistant (PA) Productivity software is a solution for the customer who wants to integrate their KXTDA system with their LAN ! If the customer selects the IP-Soft phone, Phone Assistant software creates full integration between the KXTDA and the customer’s PC !! Ext.201 “ PA IP Soft phone PA Server Phone Assistant combined with IP-Soft phone creates an intelligent communication system based on IP technology !!! PA Clients LAN
Real CTI (CSTA) Telephony Control n n PA series software integrates telephony features into the customers data network. n n It is not necessary to use a cabled telephone device (APT, DPT or IP-PT). n n The user can use IP Softphone or the plug in software module for the IP Softphone of Phone Assistant right from their own desk top computer! Good points of PA -2 “
System Configuration -1 PA Server KX-TDA LAN Wired Extension line IP-PT KX-NT136/265 Plug in IP- Softphone KX-NSC9101 PA Client LAN or USB “ DPT or APT (or SLT) PA Client IP-Softphone KX-NCS8100
System Configuration -2 PA Server KX-TDA LAN Wired Extension line IP-PT KX-NT136/265 IP-Soft phone KX-NCS8100 KX-NSC9101 PA Client LAN or USB “ DPT or APT (or SLT) PA Client Router (NAT Traversal ) PA Client Can Be Implemented as a Remote Office Solution VPN Router (NAT Traversal )
“ PA handles the following functions: - Making Calls/Answering Calls/Transfer call Direct dialing/By Contact list - Contacts List (Easy Dialing) The user can make a call easily using a customizable contact list - Call History The user can view his/her incoming and outgoing call histories on a PC. - Presence The user can see the status or Absent Message of other extensions. - FWD/DND The user can easily change the FWD/DND setting of his/her extension. - Call Control (easily handle a call) Operation buttons automatically display on a PC. Phone Assistant (PA) Functions -1
Phone Assistant (PA) Functions -2 “ - IP Camera Integration (Panasonic KX-Series) If a Panasonic IP Camera is available on the network, images or video streaming from the IP camera can be viewed using PA. - IP Soft phone It is possible to use built-in IP Soft phone via an IP-EXT card using PA without KX-NCS8100 (IP Soft phone). - Microsoft Outlook Integration (Outlook 2003 only) The user can make a call directly from Outlook. - Voice Processing System Integration (e.g. KX-TVM series) The user can record a conversation to voice mail automatically or manually. If a message is left on a mail box, the message indication will be displayed on PA.
Phone Assistant (PA) Functions -3 “ Direct dialingContacts ListFWD/DND Status/Setting Call History IP Camera ON/OFF-Hook Navigate to easy handling. Navigate to how to operate. Main Menu
Phone Assistant (PA) Functions -4 “ Navigate to how to operate.
Phone Assistant (PA) Functions -5 “ Easy Call handling.
Phone Assistant (PA) Functions -6 “ Personal Contact List System Extension List
PBXPA Pro mode PA Pro Trial mode PA Express mode PA Pro mode + PA Express mode KX-TDA30/50 128 25128 + 5 KX-TDA100 KX-TDA200 410128 + 10 KX-TDA600 820128 + 20 KX-TDE100 KX-TDE200 810128 + 10 Phone Assistant User Capability -1 PA Pro mode: Fully licensed with no restrictions. PA Pro Trial mode: No restrictions for 60 days. PA Express mode: Free license with limited functionality. - Once a license is registered, Pro Trial mode will no longer be available -Express mode will be available for the number of users as described above, even after a license has been registered. For example, if 40 licenses are registered using KX-TDA100, the first 40 users will log-in to PA with Pro mode automatically, and the 41st and later users will log-in to PA with Express mode. “
For example, in case of KX-TDA30 Trial period (60days after installation) After 60days User selects to buy the product and to register one license Registration 1 license Phone Assistant User Capability -2 “ PA Express mode PA Pro Trial mode PA Pro mode PA Pro Trial mode User selects to continue to use free version
PA Express Client Client-5 Client-4Client-6 PA Pro Client Client-2 Client-1Client-3Client-7 Client-8 Phone Assistant User Capability -3 “ -PA Pro license is no longer first come first served. PA clients can now be set as express only users in PA Manager
PA Pro/PA Pro Trial/PA Express mode Comparison Table FunctionsPA Pro/PA Pro Trial modePA Express mode Contact List100 groups and 100 items for each Group 2 groups and 10 items for each group Outlook Integration （ CMR Integration) YesNot supported Call HistoryNo limitationLast 10 calls IP Camera Monitor41 IP Softphone (*) YesNot supported Function Preset201 ConferenceSet up as InitiatorParticipant only (*) To use IP Softphone with Pro mode, a license for KX-NCS9101 is required. IP Softphone can be used with Pro Trial mode with no license.
- Extension Monitor Detailed information about extensions can be monitored. - Making Calls/Answering Calls A supervisor/operator can make/answer a call from PA Status. - Redirecting incoming calls to other extensions A supervisor/operator can redirect an incoming call to another extension. - Call History (Supervisor only) It is possible to view the information on the call activity of other extensions. - Report (Supervisor only) It is possible to export the call histories of monitored extensions to a CSV. - Barge In/Take Over (Supervisor only) A supervisor can barge into an ongoing conversation or take over a call. - Listen In (Supervisor only) A supervisor can listen in on an ongoing conversation. PA Status Functions (Supervisor/Operator) A supervisor can use all of the PA Status functions An operator can use a limited number of PA status functions.
PA Status Functions -1 “ Main Menu Operator Console Main Menu Supervisor
“ PBXPA Status Pro mode PA Status Express mode PA Status Pro mode + PA Status Express mode KX-TDA15/30/50 KX-TDA100/200 KX-TDA600 KX-TDE 8311 PA Status User Capability PA Status Pro modeFully licensed with no restrictions. PA Status Express modeFree license with limited functionality. (There is no trial mode for PA Status.)
PA Status Pro and Express Difference FunctionsPA Status ProPA Status Express User CapabilityMax. 8 UsersMax. 3 Users Extension MonitorMax. 128 Extensions Max. 5 Extensions Call HistoryNo LimitationLast 10 Calls Listen InYesNot Supported “
PA Status Pro/PA Status Express Mode Comparison Table SupervisorOperator FunctionsProExpressProExpress Extension Monitor 100 Group & 100 Ext for each Group 5 Extensions100 Group &100 Ext for each Group 5 Extensions Making callsYesUp to 5 usersYesUp to 5 users Answering calls other extensions YesUp to 5 usersYesUp to 5 users Redirecting calls other extensions YesUp to 5 usersYesUp to 5 users Call HistoryYes No limitation Up to 5 users Last 10 calls x 4 call types Not supported ReportYesUp to 5 users Barge In/Take Over YesUp to 5 users Listen InYesNot supported “
PA Manager -1 “ Extension Setting Function - Absent Message Setting - Flexible Key - Personal Speed Dial - Extension PIN The PA Manager has two Functions PA Maintenance - PA user administration - PT for making call from PS - Dial modification for dial Copy - Remote Alarm Notification - E-mail Seeing PBX setting - System Date Time - System Absent Message - System Quick Dial - DISA AA Destination Setting - Extension Name/Number - Holiday Table Setting - Time Service Mode Administrator Function
PA Status PA Server PA Services PA Manager PA SQL Database IP-Softphone KX-NT136/265 APT/DPT PA Server CTI-Link card IP-EXT card Port 12300 PA-Link Port 33333 CTI-Link Connection Diagram -1 IP-EXT link by multiple ports PA Web browser for programming Port 8080 PA Client-A PA Client-B PA Client-C
PC-2 PA Status PA Server PA Services PA Manager PA PC-1 Connection Diagram -2 PA PA Client-C PA Client-B PA Administrator PA Client-A Administrator/ Extension Setting Web browser for programming Web browser for programming PC-4 PC-3 SQL Database Web browser for programming “ We do not need any specific PA Server. A PA Client PC can be used for the PA server. Administrator
CSTA multiplexer (G3-CTIMUX) PA Server Setup - PA Server - PA Services - PA Manager - PA Database PA Client Setup - PA and PA Status - PA IP-Softphone Plug-in Manuals Quick Reference Manual Contents of Common CD-ROM (PA Vre.1.5) Installation “
Installation (System Requirements) PC (PA CTI Services) MinimumRecommended CPU1.0 GHz Intel Pentium/Celeron processor or comparable CPU. 2.0 GHz Intel Pentium/Celeron processor or comparable CPU. RAM256M512M OSMicrosoft Windows ® 2000 Professional, Windows XP Professional Windows Server ® 2003 Standard Edition HDD1.5 GB available space2.0 GB available space Video Resolution1024 x 768 InterfaceFor USB connection to PBX:USB 2.0 For LAN connection to PBX:100 Base-T “
Installation (System Requirements) PBX Main MinimumRecommended CPU1.0 GHz Intel Pentium/Celeron processor or comparable CPU. 2.0 GHz Intel Pentium/Celeron processor or comparable CPU. RAM256M512M OSMicrosoft Windows ® 2000 Professional, Windows XP Professional Windows XP Home Edition HDD1.5 GB available space2.0 GB available space Video Resolution1024 x 768 Interface100 Base-T PC (PA Client) KX-TDA30 (PSMPR Software File Version 4.0000 or later) KX-TDA100/KX-TDA200 (PMPR Software File Version 3.2000 or later) KX-TDA600 (PLMPR Software File Version 3.1000 or later) KX-TDE100/KX-TDE200 (PMMPR Software File Version 1.0000 or later) “
Installation “ PA Server Setup - PA Server - PA Services - PA Manager - PA Database Start PA client software Every Client PC PA Client Setup - PA and PA Status - PA IP-Softphone Plug-in User setting by PA Manager (Administrator Mode) License Registration Server PC
Installation (PA Server/Services/Manager) “ We easily install PA Server/Service/Manager follow with the PA setup wizard.
Installation (License Registration) “ Start PA Server (Windows icon tray) Right Click License License Web
“ Start the Internet Explorer Input http://PA Server IP address:8080 in the address field. E.g. http://192.168.1.200:8080 Enter the followings Username Field: administrator Password: 1234 (Default) Click Installation (User Setting) -1
“ Fill in the following field and click “SAVE” Installation (User Setting) -3
Installation (PA Client / IP-Softphone) “ We easily install PA Server/Service/Manager follow with the PA setup wizard.
Start PA client software (PA Basic Function) Click to search the PA Server automatically. Enter “User name” and “Password” and click “Login” Start Phone Assistant Windows Desktop
Phone Assistant IP Softphone Plug-in (KX-NCS9101)
Install “PA Client ” IP-Softphone (Same function As NCS8100) “PA Client ” Phone Assistant IP Softphone Plug-in -1 “ Automatically Installed The first time Softphone is used, registration to PBX is mandatory. The registration steps are the same steps as the NCS8100.
Phone Assistant IP Softphone Plug-in -2 License PA Server KX-TDA Plug in IP- Softphone LAN or USB KX-NCS8100 License is in KX-NCS8100 License is in PA Server “
Phone Assistant IP Softphone Plug-in -3 License Registration PA Server KX-TDA LAN or USB “
Phone Assistant IP Softphone Plug-in -4 How to start PA Server KX-TDA LAN or USB “
PA IP Softphone Plug-in can be used with PA Client in Pro Trial mode. In this case, there is no need to register the license for IP Softphone Plug-in. PA IP Softphone Plug-in can be used with PA Client in Pro mode. In this case, it is necessary to register the corresponding license number for IP Softphone Plug-in. PA Express mode can not use PA IP Softphone Plug-in. Phone Assistant IP Softphone Plug-in -5 “
Target: Control Wireless system (PS) by PA PA for wireless system (PS) -1 “ Making call by PA
PA for wireless system (PS) -2 “ FeatureSupport Make Call (Manual Answer)Yes *1 Make Call (Auto Hands-free) No Incoming Call DisplayYes Answer Incoming CallNo *2 Call TransferNo *2 Set Call Fwd and Absent messageYes *1) Since PBX does not support CTI control for making call from PS, Dummy PT controlled by CTI calls PS and transfers the call to CO. Call destination is commanded by CTI (PA server). The PT is not used by end user. The PT is booked for this feature only. *2) Since PBX does not support CTI control for PS during talking and ringing, these features are not supported. But answer or transfer by operation of PS is available. Features
PA for wireless system (PS) -3 “ 1- Click telephone number (01-2345-6789) on client PC. 4- Call PS 2- sends telephone number. (01-2345-6789) 3- Make call form 101 to 201 5- Answer Public Network 7- Call 01-2345-6789. Make Call from PS D-PT as PS CTI BOX Ext 101 - One channel is occupied during “4- Call back” to 7-Call CO. *) After dial all digits, PT is disconnected immediately (Unscreened Transfer) PS Ext 201 6- Transfer call form 101 to *47+201+PIN+9- 01-2345-6789 Call as 201 incl CLIP using Walking Extension feature PA Client for PS PT for making call from PS 101,102... (Max. 8ch) PA Server
PA for wireless system (PS) -4 “ Incoming call to PS D-PT as PS CTI BOX Ext 101 PS Ext 201 PA Client for PS PA Server 1- Incoming Call from 01-2345-6789. 2- Inform destination (Ext 201) and tel. no. (01-2345-6789) to server PC. 3- Inform tel. no. (01-2345-6789) to client PC. 4- Customer data base for 01-2345-6789 is displayed automatically. 6- Answer call by PS. Public Network 5- Incoming call to PS. (But, cannot Answer call by PA.)
PA for wireless system (PS) -5 “ - Call Control Tab is removed for PS since PBX does not support CTI control for PS during talking and ringing. - “Drop” is disabled (gray display) for PS since PBX does not support CTI control for PS during talking includes “end of call”. Conditions
PA for wireless system (PS) -6 “ PS CTI BOX D-PT Extension No. *472501234 *47+Ext.No+PIN Programming
PA Operator Console (Light) -1 “ Main Menu Operator Console Pick-up Call Redirect
PA Operator Console (Light) -2 “ Monitor (Contact) History of other extension Report Override / Take Over Listen-in Make call Pick up incoming call to other extension Redirect incoming call to other extension 1 group X 5 users 1 group X 128 users for 5 users 10 calls x 4 types No Limit Yes for 5 users Yes Yes for 5 users Yes N/AYes N/A PA Status Express PA Status Pro Supervisor Mode 1 group X 5 users 100 groups x 100 users for 5 users 10 calls x 4 types No Limit Yes for 5 users Yes Yes for 5 users Yes N/AYes Yes for 5 users Yes Yes for 5 users Yes Yes for 5 users Yes PA Status Express PA Status Pro Supervisor Mode 1 group X 5 users 100 groups x 100 users N/A Yes for 5 users Yes Yes for 5 users Yes Yes for 5 users Yes PA Status Express PA Status Pro Operator Console Mode Version 1.1 Version 1.5 *) PA Status “Disable”, “Enable as Supervisor” or “Enable as Operator” is assigned for each user by PA Manager.
When we install the PA client, the outlook Add-in function is automatically implemented onto the Microsoft Outlook. Outlook Add-in on PA -1 “ Making call by Outlook Answering call by Outlook - A PA Pro license is needed. - PA client software should activate. Target: Making call/Answering call by Outlook
Making call Outlook Add-in on PA -2 “ Yoshida, Y – Business : 0924771234 Tanaka, S – Business : 03661110099 102 204 Direct input From pull down Menu
Outlook Add-in on PA -4 “ For user who wants to use the outlook add-in function mainly, we have some option setting on PA. New option: PA automatic minimize to system tray after automatic log-in New feature: PA automatic return to previous status (system tray for example) when end of call, if automatic pop-up feature is used.
If the Outlook Add-in function is not needed, Outlook Add-in on PA -5 “ Gray Out If PA Client software is deactivated Delete check Pop-up Function (Condition) Outlook integration works ok for personal outlook address book only. Not for global address book.
E-mail Integration (PA Ver. 1.5) E-mail Non PA ClientPA Client
E-mail Integration (PA Ver. 1.5) -1 “ Programming by PA Manager
E-mail Integration (PA Ver. 1.5) -2 “ 2- Select the destination PA client or Non-PA client 3- Select “Send e-mail” Pup Up E-mail Application 1- Select Contact E-mail address is set automatically
E-mail Integration (PA Ver. 1.5) -3 “ How to integrate PA to the E-mail application 1- Open Internet Properties 2- Go to Programs 3- Select your E-mail application
PA Ver.1.5 Improvements -2 “ When called party is busy or no answer, PA - Active Call Window supports following options. - Open E-mail software (E-mail address is set automatically.) - Start chat - Call VM (No need wait Fwd No Answer Timer) - Set call back busy - Set call waiting tone - Leave message waiting
PA Ver.1.5 Improvements -3 “ Fwd set from Fwd display on main panel and save to Fwd preset.
PA Ver.1.5 Improvements -4 “ VM access from MSW button even if no MSW
PA Ver.1.5 Improvements -5 “ Automatic History data receive when History tab is opened
PA Ver.1.5 Improvements -6 “ Automatic user profile setup (like automatic mailbox setup of VM)
PA Ver.1.5 Improvements -6 “ Automatic user profile setup Extension Name is loaded from the PBX.
PA Ver.1.5 Improvements -6 “ Automatic user profile setup Extension Name is automatically programmed.
PA and NCV200 Multi Operation -1 “ PCC provides the CSTA multiplexer (G3-CTIMUX) software, allows us to use PA and NCV200 on the TDA at the same time. PA Client G3-CTIMUX TDA NCV200 PA Server PA Client PA and NCV200 Client NCV200 Client System diagram Port 10001 NCV-Link Port 33333 CTI-Link Port 33334 CTI-Link Port 12300 PA-Link
One PC PA and NCV200 Multi Operation -2 “ PA Client G3-CTIMUX TDA NCV200 PA Server PA Client PA and NCV200 Client NCV200 Client System diagram (it is also possible) Port 10001 NCV-Link Port 33333 CTI-Link Port 33334 CTI-Link Port 12300 PA-Link
Operating Systems CTIMUX runs on the following Operating Systems: Windows 2000 Server and Professional Windows 2003 Server Windows XP Professional SP1 & SP2 Linux OS is not supported at this time. Hardware minimum requirements CPUCeleron at 1 GHz RAM512 MB HDD 50 MB free disk space VIDEO1024x768 LAN10BaseT or higher G3-CTIMUX Installation (System Requirements) Note: The G3-CTIMUX supports only PA and NCV connection. Function/Operation of another TDA CTI application through the G3- CTIMUX is not guaranteed.
G3-CTIMUX Installation (Install Step) Click Windows Desktop Windows icon tray Install finish “
G3-CTIMUX Installation (Setting) Click Fill in the PBX IP address and NCV IP address “
G3-CTIMUX Installation (PA Server Setting) Fill in the PA server IP address (instead of the PBX IP address) and change the Port to 33334
“ G3-CTIMUX Installation (NCV Setting) Fill in the G3 CTIMUX server IP address (instead of the PBX IP address) and change the Port to 33334.
“ PA 1.5 Server Setup - PA Server - PA Services - PA Manager - PA Database Start PA client software Every Client PC with old version PA 1.5 Client Setup - PA and PA Status - PA IP-Softphone Plug-in Just Overwrite Server PC with old version License Registration Just Overwrite Please up-grade the Server and all Client software to Ver.1.5 at the same time. Original Licenses will be maintained.
Function of PA Pro (1/3) “ Yes - Do Not Disturb Set/Cancel Yes - Forwarding Set/Cancel FWD/DND Control Yes - Recording a Conversation (using VM) X (participate)X (coordinate) - Conference Call Yes - Rejecting Calls Yes - Holding Calls or Retrieving Held Calls Yes - Transferring Calls Yes - Terminating Calls Yes - Answering Calls Yes - Making Calls Call Control Yes - Function Preset List Button Yes - Hang Up Button Yes - Answer or Dial Button Basic Buttons Yes - Message Waiting (from other Ext/VM) Yes - Absent Message Active Call Information ExpressPro
Function of PA Pro (2/3) “ Yes - Call History Search - Display of Call Information Yes (10)Yes (No-limit) History XX - Door phone and IP Camera Integration Yes (1)Yes (4)- IP Camera monitor IP Camera Yes - Supervisor (shortcut to PA Status) Yes - Picking Up Another Extension's Call Yes Renaming Outlook Contacts Yes Deleting Outlook Contacts Importing/Editing Outlook ContactsYes - CRM Integration Yes (2)Yes (100)- Contact List Group Yes (10)Yes (100)- Contact List Phone Directory (System Speed Dialing in the PBX)Yes Phone Extensions (all the extension numbers in the PBX) Yes - Contacts Directory List (CDL) Contacts ExpressPro Yes
Function of PA Pro (3/3) “ YesPhone Assistant Softphone Plug-in - VM RecordingYes - Visualisation Yes - Sounds Yes - Key Mappings - Logon and SecurityYes - Additional Info Yes - Personal Information Profile Options ExpressPro Yes
Function of PA Status Pro “ Yes (10)Yes (No limit)- CSV Output Option Settings Yes Select Yes (5)Yes (128) - Extension Status Monitor Yes Monitor - Listen In ButtonYes - Take Over Button Yes - Barge In Button Operation Buttons ExpressPro Yes - Key Mappings - Display of Call InformationYes (10)Yes (No limit) History Yes (10)Yes (No limit)- Call History Search - Overall Status ReportingYes (10)Yes (No limit) Report Yes - Extension Reporting