1Panasonic Communications Co., Ltd. Office Network Company Phone Assistant (Ver.1.5) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101Panasonic Communications Co., Ltd.Office Network Company
2Phone Assistant (Ver.1.5) “ Phone Assistant Series Product Lineup License TypeComparison Table with PC-Phone/ConsoleGood points of PASystem ConfigurationWhat is Phone AssistantWhat is Phone Assistant StatusWhat is Phone Assistant ManagerPA Connection DiagramPA Installation and start PAPhone Assistant IP Softphone Plug-inHow 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)Integration (Ver.1.5)Chat function over PA (PA Ver. 1.5)PA Ver.1.5 ImprovementsPA and NCV200 Multi Operation (G3 CTIMUX)Up-grade from old versionDetailed Function of PA and PA Status Pro
3Phone Assistant Series Product Lineup “Phone Assistant Series Product LineupWe have three applicationsPhone Assistant- Making/Answering Call(Easy Call Handling)Phone Assistant Status- Monitor another extension- Barge In/Take Over/Listen In(Supervisor Function)Phone Assistant Manager- System Speed Dialing- Extension name- Personal Speed Dialing(Easy Maintenance by customer)
4License Type “ Application Product Licensed module PA Pro KX-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)For example, for 25 users to use Phone Assistant Pro, the following models would be required:KX-NCS1110 x 2KX-NCS1105 x 1KX-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.
5Comparison Table with PC-Phone/Console PA + PA StatusPC-PhonePC-ConsoleType of solutionSystematic solutionPersonal solutionConfiguration3rd Party CSTA linkServer/Client1st Party CSTA linkInterfaceUSB or LANPT-USB(need KX-T7601)Pair ExtensionDTP/APT(/ SLT) and IP-PT IP-SoftphoneT7633/36 DPT onlyConversationvia audio port of PCvia Pair DPTRecordingby VM (2way-rec)by local PCLicenseRegistrationat Server(License is not bound to PC)at each local PC(License is bound to PC)
6“Good points of PA -1Phone 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 !!Phone Assistant combined with IP-Soft phone creates an intelligent communication system based on IP technology !!!PA ClientsLANExt.201PAPA ServerIP Soft phone
7Real CTI (CSTA) Telephony Control “Good points of PA -2Real CTI (CSTA) Telephony ControlPA series software integrates telephony features into the customers data network.It is not necessary to use a cabled telephone device (APT, DPT or IP-PT).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!
8System Configuration -1 “System Configuration -1PA ServerKX-TDAWired Extension linePA ClientDPT or APT(or SLT)LAN or USBPA ClientIP-PTKX-NT136/265LANPA ClientIP-SoftphoneKX-NCS8100Plug in IP-SoftphoneKX-NSC9101
9System Configuration -2 “System Configuration -2PA ServerKX-TDAWired Extension linePA ClientDPT or APT(or SLT)LAN or USBLANPA ClientIP-PTKX-NT136/265Router(NAT Traversal )VPNPA ClientIP-Soft phoneKX-NCS8100KX-NSC9101Router(NAT Traversal )PA Client Can Be Implemented as a Remote Office Solution
11Phone Assistant (PA) Functions -1 “Phone Assistant (PA) Functions -1PA handles the following functions:- Making Calls/Answering Calls/Transfer callDirect dialing/By Contact list- Contacts List (Easy Dialing)The user can make a call easily using a customizable contact list- Call HistoryThe user can view his/her incoming and outgoing call histories on a PC.- PresenceThe user can see the status or Absent Message of other extensions.- FWD/DNDThe 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.
12Phone Assistant (PA) Functions -2 “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 phoneIt 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.
13Phone Assistant (PA) Functions -3 “Phone Assistant (PA) Functions -3Main MenuFWD/DND Status/SettingDirect dialingContacts ListON/OFF-HookNavigate to how to operate.Navigate to easy handling.IP CameraCall History
14Phone Assistant (PA) Functions -4 “Phone Assistant (PA) Functions -4Navigate to how to operate.
18Phone Assistant User Capability -1 “Phone Assistant User Capability -1PBXPA Pro modePA Pro Trial modePA Express modePA Pro mode + PA Express modeKX-TDA30/5012825KX-TDA100 KX-TDA200410KX-TDA600820KX-TDE100KX-TDE200PA 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 availableExpress 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.
19Phone Assistant User Capability -2 “Phone Assistant User Capability -2User selects to buy the product and to register one licenseFor example, in case of KX-TDA30Trial period (60days after installation)Registration 1 licensePA Pro Trial modePA Express modeUser selects to continue to use free versionPA Pro modePA Pro Trial modePA Express modeAfter 60daysPA Pro Trial modePA Express mode
20Phone Assistant User Capability -3 “Phone Assistant User Capability -3Client-1Client-2Client-3Client-4Client-5Client-6Client-7Client-8PA Pro ClientPA Express ClientPA Pro license is no longer first come first served. PA clients can now be set as express only users in PA Manager
21PA Pro/PA Pro Trial/PA Express mode Comparison Table FunctionsPA Pro/PA Pro Trial modePA Express modeContact List100 groups and 100 items for each Group2 groups and 10 items for each groupOutlook Integration（CMR Integration)YesNot supportedCall HistoryNo limitationLast 10 callsIP Camera Monitor41IP Softphone (*)Function Preset20ConferenceSet 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.
23PA Status Functions (Supervisor/Operator) A supervisor can use all of the PA Status functionsAn operator can use a limited number of PA status functions.- Extension MonitorDetailed information about extensions can be monitored.- Making Calls/Answering CallsA supervisor/operator can make/answer a call from PA Status.- Redirecting incoming calls to other extensionsA 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.
24PA Status Functions -1 “ Main Menu Supervisor Main Menu Operator Console
30PA Status User Capability “PA Status User CapabilityPBXPA Status Pro modePA Status Express modePA Status Pro mode + PA Status Express modeKX-TDA15/30/50 KX-TDA100/200 KX-TDA600KX-TDE8311PA Status Pro mode Fully licensed with no restrictions.PA Status Express mode Free license with limited functionality.(There is no trial mode for PA Status.)
31PA Status Pro and Express Difference “PA Status Pro and Express DifferenceFunctionsPA Status ProPA Status ExpressUser CapabilityMax. 8 UsersMax. 3 UsersExtension MonitorMax. 128 ExtensionsMax. 5 ExtensionsCall HistoryNo LimitationLast 10 CallsListen InYesNot Supported
32PA Status Pro/PA Status Express Mode Comparison Table “PA Status Pro/PA Status Express Mode Comparison TableSupervisorOperatorFunctionsProExpressExtension Monitor100 Group & 100 Ext for each Group5 Extensions100 Group &100 Ext for each GroupMaking callsYesUp to 5 usersAnswering calls other extensionsRedirecting calls other extensionsCall HistoryNo limitationLast 10 calls x 4 call typesNot supportedReportBarge In/Take OverListen In
34PA Manager -1 “ The PA Manager has two Functions Administrator FunctionExtension Setting FunctionPA Maintenance- PA user administration- PT for making call from PS- Dial modification for dial Copy- Remote Alarm Notification- SeeingPBX setting- System Date Time- System Absent Message- System Quick Dial- DISA AA Destination Setting- Extension Name/Number- Holiday Table Setting- Time Service Mode- Absent Message Setting- Flexible Key- Personal Speed Dial- Extension PIN
39Connection Diagram -1 PA PA Server PA PA Services PA Status PA Manager IP-EXT cardCTI-Link cardPA Client-APAIP-EXT link by multiple portsAPT/DPTPA ServerPA ServerPA Client-BPAPA ServicesSQLDatabasePA StatusIP-SoftphonePA ManagerPA Client-CPAWeb browserfor programmingPort 8080KX-NT136/265Port CTI-LinkPort PA-Link
40Connection Diagram -2 “ PA PA Server PA PA Status PA Services We do not need any specific PA Server. A PA Client PC can be used for the PA server.PC-2PAPA Client-BPC-3PC-1PA ServerPAPA Client-CPA StatusPA ServicesSQLDatabaseWeb browserfor programmingPA ManagerAdministrator/Extension SettingPAPA Client-APC-4PA StatusWeb browserfor programmingWeb browserfor programmingAdministratorAdministrator
42Installation “ PA Server Setup PA Client Setup Manuals - PA Services- PA Manager- PA DatabaseContents of Common CD-ROM (PA Vre.1.5)PA Client Setup- PA and PA Status- PA IP-Softphone Plug-inManualsQuick Reference ManualCSTA multiplexer (G3-CTIMUX)
43Installation (System Requirements) “Installation (System Requirements)PC (PA CTI Services)MinimumRecommendedCPU1.0 GHz Intel Pentium/Celeron processor or comparable CPU.2.0 GHz Intel Pentium/Celeron processor or comparable CPU.RAM256M512MOSMicrosoft Windows ® 2000 Professional, Windows XP ProfessionalWindows Server ® 2003 Standard EditionHDD1.5 GB available space2.0 GB available spaceVideo Resolution1024 x 768InterfaceFor USB connection to PBX:USB 2.0For LAN connection to PBX:100 Base-T
44Installation (System Requirements) “Installation (System Requirements)PC (PA Client)MinimumRecommendedCPU1.0 GHz Intel Pentium/Celeron processor or comparable CPU.2.0 GHz Intel Pentium/Celeron processor or comparable CPU.RAM256M512MOSMicrosoft Windows ® 2000 Professional, Windows XP ProfessionalWindows XP Home EditionHDD1.5 GB available space2.0 GB available spaceVideo Resolution1024 x 768Interface100 Base-TPBX MainKX-TDA30 (PSMPR Software File Version or later)KX-TDA100/KX-TDA200 (PMPR Software File Version or later)KX-TDA600 (PLMPR Software File Version or later)KX-TDE100/KX-TDE200 (PMMPR Software File Version or later)
45Installation “ Server PC Every Client PC PA Server Setup - PA Services- PA Manager- PA DatabasePA Client Setup- PA and PA Status- PA IP-Softphone Plug-inLicense RegistrationUser setting by PA Manager (Administrator Mode)Start PA client software
46Installation (PA Server/Services/Manager) “Installation (PA Server/Services/Manager)We easily install PA Server/Service/Manager follow with the PA setup wizard.
48Installation (User Setting) -1 “Installation (User Setting) -1Start the Internet ExplorerE.g.Input Server IP address:8080 in the address field.ClickEnter the followingsUsername Field: administratorPassword: 1234 (Default)
50Installation (User Setting) -3 “Installation (User Setting) -3Fill in the following field and click “SAVE”
51Installation (PA Client / IP-Softphone) “Installation (PA Client / IP-Softphone)We easily install PA Server/Service/Manager follow with the PA setup wizard.
52Click to search the PA Server automatically. Start PA client software (PA Basic Function)Start Phone AssistantWindows DesktopClick to search the PA Server automatically.Enter “User name” and “Password” and click “Login”
53Phone Assistant IP Softphone Plug-in (KX-NCS9101)
54IP-Softphone (Same function As NCS8100) “Phone Assistant IP Softphone Plug-in -1Install “PA Client ”Automatically InstalledThe first time Softphone is used, registration to PBX is mandatory.The registration steps are the same steps as the NCS8100.“PA Client ”IP-Softphone (Same function As NCS8100)
55Phone Assistant IP Softphone Plug-in -2 “Phone Assistant IP Softphone Plug-in -2LicensePA ServerKX-TDALicense is in PA ServerLAN or USBPlug in IP-SoftphoneKX-NCS8100License is in KX-NCS8100
56Phone Assistant IP Softphone Plug-in -3 “Phone Assistant IP Softphone Plug-in -3License RegistrationPA ServerKX-TDALAN or USB
57Phone Assistant IP Softphone Plug-in -4 “Phone Assistant IP Softphone Plug-in -4How to startPA ServerKX-TDALAN or USB
58Phone Assistant IP Softphone Plug-in -5 “Phone Assistant IP Softphone Plug-in -5PA 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.
64PA for wireless system (PS) -1 “PA for wireless system (PS) -1Target: Control Wireless system (PS) by PAMaking call by PA
65PA for wireless system (PS) -2 “PA for wireless system (PS) -2FeaturesFeatureSupportMake Call (Manual Answer)Yes *1Make Call (Auto Hands-free)NoIncoming Call DisplayYesAnswer Incoming CallNo *2Call TransferSet Call Fwd and Absent message*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.
66PA for wireless system (PS) -3 “PA for wireless system (PS) -3<New Setting>PT for making call from PS101, (Max. 8ch)Make Call from PSPublic Network7- Call3- Make call form 101 to 201PA Server6- Transfer call form 101 to * PINCall as 201 incl CLIP using Walking Extension feature2- sends telephone number. ( )4- Call PSD-PT as PS CTI BOX1- Click telephone number ( ) on client PC.5- AnswerExt 101PS Ext 201PA Client for PS<Condition> - One channel is occupied during “4- Call back” to 7-Call CO. *) After dial all digits, PT is disconnected immediately (Unscreened Transfer)
67PA for wireless system (PS) -4 “PA for wireless system (PS) -4Incoming call to PSPublic Network1- Incoming Call fromPA Server2- Inform destination (Ext 201) and tel. no. ( )to server PC.3- Inform tel. no.( )to client PC.5- Incoming call to PS.4- Customer data base foris displayed automatically.D-PT as PS CTI BOX(But, cannot Answer call by PA.)6- Answer call by PS.Ext 101PS Ext 201PA Client for PS
68PA for wireless system (PS) -5 “PA for wireless system (PS) -5Conditions- 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”.
69PA for wireless system (PS) -6 “PA for wireless system (PS) -6Programming**47+Ext.No+PINPS CTI BOXD-PT Extension No.
72PA Operator Console (Light) -2 “PA Operator Console (Light) -2Version 1.1Version 1.5PA Status ExpressPA Status ProPA Status ExpressPA Status ProPA Status ExpressPA Status ProSupervisor ModeSupervisor ModeSupervisor ModeOperator Console ModeMonitor (Contact)History of other extensionReportOverride / Take OverListen-inMake callPick up incoming call to other extensionRedirect incoming call to other extension1 groupX 5 usersX 128 usersfor 5 users 10 calls x 4 typesNo LimitYes for 5 usersYesN/A1 groupX 5 users100 groups x 100 usersfor 5 users 10 calls x 4 typesNo LimitYes for 5 usersYesN/A1 groupX 5 users100 groups x 100 usersN/AYes for 5 usersYes*) PA Status “Disable”, “Enable as Supervisor” or “Enable as Operator” is assigned for each user by PA Manager.
74“Outlook Add-in on PA -1Target: Making call/Answering call by OutlookWhen we install the PA client, the outlook Add-in function is automatically implemented onto the Microsoft Outlook.- A PA Pro license is needed.- PA client software should activate.Making call by OutlookAnswering call by Outlook
75Outlook Add-in on PA -2 “ Making call Direct input From pull down Menu Yoshida, Y – Business :Tanaka, S – Business :102204From pull down Menu
77“Outlook Add-in on PA -4For 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-inNew feature: PA automatic return to previous status (system tray for example) when end of call, if automatic pop-up feature is used.
78Outlook Add-in on PA -5 “ If PA Client software is deactivated Gray OutIf the Outlook Add-in function is not needed,Delete checkPop-up Function (Condition)Outlook integration works ok for personal outlook address book only.Not for global address book.
79E-mail Integration (PA Ver. 1.5) PA ClientNon PA Client
80E-mail Integration (PA Ver. 1.5) -1 “Integration (PA Ver. 1.5) -1Programming by PA Manager
81E-mail Integration (PA Ver. 1.5) -2 “Integration (PA Ver. 1.5) -21- Select Contact2- Select the destinationPA client orNon-PA clientPup Up Application3- Select “Send ”address is set automatically
82E-mail Integration (PA Ver. 1.5) -3 “Integration (PA Ver. 1.5) -3How to integrate PA to the application1- Open Internet Properties2- Go to Programs3- Select your application
89“PA Ver.1.5 Improvements -2When called party is busy or no answer, PA - Active Call Window supports following options Open software ( 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
90“PA Ver.1.5 Improvements -3Fwd set from Fwd display on main panel and save to Fwd preset.
91“PA Ver.1.5 Improvements -4VM access from MSW button even if no MSW
92“PA Ver.1.5 Improvements -5Automatic History data receive when History tab is opened
93“PA Ver.1.5 Improvements -6Automatic user profile setup (like automatic mailbox setup of VM)
94PA Ver.1.5 Improvements -6 “ Automatic user profile setup Extension Name is loaded from the PBX.
95PA Ver.1.5 Improvements -6 “ Automatic user profile setup Extension Name is automatically programmed.
97PA and NCV200 Multi Operation -1 “PA and NCV200 Multi Operation -1PCC provides the CSTA multiplexer (G3-CTIMUX) software, allows us to use PA and NCV200 on the TDA at the same time.System diagramG3-CTIMUXPA ServerTDAPA ClientPA ClientPort CTI-LinkPort CTI-LinkPort PA-LinkNCV200 ClientPA and NCV200 ClientPort NCV-LinkNCV200
98PA and NCV200 Multi Operation -2 “PA and NCV200 Multi Operation -2System diagram (it is also possible)One PCG3-CTIMUXPA ServerTDAPA ClientPA ClientPort CTI-LinkPort CTI-LinkPort PA-LinkNCV200 ClientPA and NCV200 ClientPort NCV-LinkNCV200
99G3-CTIMUX Installation (System Requirements) Operating SystemsCTIMUX runs on the following Operating Systems:Windows 2000 Server and ProfessionalWindows 2003 ServerWindows XP Professional SP1 & SP2Linux OS is not supported at this time.Hardware minimum requirementsCPU Celeron at 1 GHzRAM 512 MBHDD 50 MB free disk spaceVIDEO 1024x768LAN 10BaseT or higherNote:The G3-CTIMUX supports only PA and NCV connection.Function/Operation of another TDA CTI application through the G3-CTIMUX is not guaranteed.
105Up-grade from old version “Up-grade from old versionServer PC with old versionEvery Client PC with old versionPA 1.5 Server Setup- PA Server- PA Services- PA Manager- PA DatabasePA 1.5 Client Setup- PA and PA Status- PA IP-Softphone Plug-inJust OverwriteJust OverwriteOriginal Licenses will be maintained.License RegistrationPlease up-grade the Server and all Client software to Ver.1.5 at the same time.Start PA client software
107Function of PA Pro (1/3) “ Pro Express Active Call Information - Absent MessageYesYes- Message Waiting (from other Ext/VM)YesYesBasic Buttons- Answer or Dial ButtonYesYes- Hang Up ButtonYesYes- Function Preset List ButtonYesYesCall Control- Making CallsYesYes- Answering CallsYesYes- Terminating CallsYesYes- Transferring CallsYesYes- Holding Calls or Retrieving Held CallsYesYes- Rejecting CallsYesYes- Conference CallX (coordinate)X (participate)- Recording a Conversation (using VM)YesYesFWD/DND Control- Forwarding Set/CancelYesYes- Do Not Disturb Set/CancelYesYes
108Function of PA Pro (2/3) “ Pro Express Contacts - Contacts Directory List (CDL)YesYesPhone Extensions (all the extension numbers in the PBX)YesYesPhone Directory (System Speed Dialing in the PBX)YesYes- Contact ListYes (100)Yes (10)- Contact List GroupYes (100)Yes (2)- CRM IntegrationYesYesImporting/Editing Outlook ContactsYesYesDeleting Outlook ContactsYesYesRenaming Outlook ContactsYesYes- Picking Up Another Extension's CallYesYes- Supervisor (shortcut to PA Status)YesYesIP Camera- IP Camera monitorYes (4)Yes (1)- Door phone and IP Camera IntegrationXXHistory- Display of Call InformationYes (No-limit)Yes (10)- Call History SearchYesYes
109Function of PA Pro (3/3) “ Pro Express Profile Options - Personal InformationYesYes- Additional InfoYesYes- Logon and SecurityYesYes- Key MappingsYesYes- SoundsYesYes- VisualisationYesYes- VM RecordingYesYesPhone Assistant Softphone Plug-inYes
110Function of PA Status Pro “Function of PA Status ProProExpressOperation Buttons- Barge In ButtonYesYes- Take Over ButtonYesYes- Listen In ButtonYesYesMonitor- Extension Status MonitorYes (128)Yes (5)History- Display of Call InformationYes (No limit)Yes (10)- Call History SearchYes (No limit)Yes (10)- CSV OutputYes (No limit)Yes (10)Report- Overall Status ReportingYes (No limit)Yes (10)- Extension ReportingYesYesSelectYesYesOption Settings- Key MappingsYesYes