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NEC Center User Guide

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    Installation and Setup
     
    Center 4.0 User Guide
     
     3
     
    Installation
     
    Further, if the customer later wants an additional 6 more simultaneous 
    connections, he would purchase another 8-session license (the closest 
    number to 6). The installer would enter the license number and NCS Ware 
    will add this number to the system’s total, providing this customer with a 
    total of 33 (8+25) simultaneous connections.
     
    Table 2: Center 4.0 Upgrade Packages (session license only)
     
    The following are included in a Center 4.0 license upgrade package.
    • Center 4.0 User Guide (for each license purchased)
    • Center 4.0 End User License Agreement (for the number of session 
    licenses purchased)
     
    Installation and Setup 
    To install the Center client software on each user machine, you can load 
    Center client on a network server and then using your company’s 
    distribution software, deliver the Center client software to each desktop PC. 
    Most frequently, this means loading the software onto a shared network file 
    server and copying the software to each desktop PC. Alternatively, you can 
    use Center 4.0 CD ROM to install the program on each desktop.
     
    Pre-Installation Checklist 
    Before installation Center, please review the following checklist:
    • Make sure that NCS Ware 4.0 has been installed on the NCS Serv 
    system.
    • Make sure that N-TeliView VM Service has been installed on the 
    NCS Serv system, as discussed in a subsequent subsection. 
     
    Software Part Number# of (Simultaneous) 
    Software License
     
    None 77317-40-004 4 session license
    None 77317-40-008 8 sessions license
    None 77317-40-016 16 session license
    None 77317-40-024 24 session license
    None 77317-40-032 32 session license
    None 77317-40-048 48 session license 
    						
    							 
    Installation 
     
    4
     
    Center 4.0 User Guide
     
    • Make sure that TCP/IP is enabled on both machines.
    • Make sure the client is able to connect to the server on the network.
     
    Installing N-TeliView Voice Mail Service on the 
    NCS Serv System 
    First, NCS Ware Telephone Switching Service must be installed and 
    running on the server. Telephone Switching Service is loaded and run when 
    the server is started and anytime you run the NCS Ware Administrator. 
    1. Insert the Center 4.0 CD disk in the network server with NCS Ware 
    installed.
    2. Run 
     
    SETUP.EXE
     
     under 
     
    \Center Server 
     
    directory. Enter the license 
    number when prompted. For a new installation, you will have to enter 
    2 numbers, one for Center option pack and one for the session license.
    3. If prompted to reboot the system, select NO and click on FINISH.
    4. Start the VM Services from the Windows 
     
    Start
     
     menu, select 
     
    Programs
     
     
     
     N-TeliView VM Service  Start N-TeliView 
    VM Service
     
    .
     
    Client System Requirements 
    Each client system must meet the following minimum requirements. For 
    server system requirements, see the 
     
    NCS Ware Getting Started Manual
     
    . 
    • IBM/PC AT compatible system
    • Intel 133 MHz Pentium
    • Windows 95 (with DCOM95 installed), or Windows 98 (or higher), or 
    Windows 2000, or Windows NT 4.0 or higher, Server or Workstation.
    • 30 MB Hard Drive Disk Space
    • 32 MB RAM
    • SVGA monitor (800 x 600) with 256 color display, or better
    • Keyboard and Mouse
    • NCS Ware Release 4.0 running on a server accessible to this client.  
    						
    							 
    Session Licensing and License Upgrade Procedures
     
    Center 4.0 User Guide
     
     5
     
    Installation
     
    Installing  
    Center
     
     on a Client System 
    After completing the pre-installation checklist, proceed as follows on the 
    client machine:
    1. Exit any/all Windows applications.
    2. Insert the Center 4.0 CD into the CD ROM drive.
    3. Run the 
     
    Setup
     
     program under \
     
    Center Client
     
     and follow the step by 
    step installation instructions as they appear on the screen.
    You are now ready to log onto Center as a Desktop User, N-TeliAgent or 
    an NCS Supervisor. For more detailed information on each version, refer 
    to subsequent chapters in this manual.
     
    Session Licensing and License Upgrade 
    Procedures 
    Customers purchase one or more of these packages for the desired capacity 
    of simultaneous Center users. For example, if purchasing the 16 sessions 
    license for a group of 20 people, all 20 workstations can have Center 
    installed, but only 16 workstations can use Center at the same time. 
     
    Upgrading Licenses 
    To increase the number of simultaneous Center sessions, follow these 
    steps:
    1. Insert either the NCS Ware 4.0 CD or the Center 4.0 CD into the CD 
    drive.
    2. Run the 
     
    SETUP.EXE
     
     in the NCS Ware or Center folder to run the 
    setup program.
    3. Select the 
     
    Upgrade N-TeliView License
     
     option and click 
     
    OK
     
    .
    4. Enter the 20-digit software license key located on the 
     
    End User 
    License Agreement
     
     shipped with your upgrade package and click 
     
    Next
     
    .
    5. After the code is validated, the system will confirm that the upgrade 
    was successful and ask if you wish to add additional licenses. 
    You can add additional licenses now or at any point later by following 
    this procedure. 
    						
    							 
    Installation 
     
    6
     
    Center 4.0 User Guide
     
    6. You can verify the new license and number of sessions installed when 
    you run NCS Admin by selecting 
     
    About
     
     
     
    NCS Ware…
     
     on the 
     
    Help
     
     
    menu, then clicking the 
     
    License Information 
     
    button to view a window 
    that displays licenses and session information.
    The NCS Ware server does not need to be rebooted to activate these new 
    sessions installed with this upgrade procedure. 
     
    Removing Center Software 
    Uninstalling  
    Center
     
      
    1. At the client machine, close the Center application. Right click on the 
    telephone icon on the system tray and click 
     
    Exit
     
    .
    1. From the Windows 
     
    Start
     
     menu, select 
     
    Programs
     
     
     
     Center   
    Uninstall Center
     
    .
    2. Click 
     
    OK
     
     when the dialog box asks if you want to uninstall the 
    program, and respond to any additional prompts.
     
    Uninstalling N-TeliView Voice Mail Service at 
    NCS Serv 
    1. From the Windows 
     
    Start
     
     menu, select 
     
    Programs
     
     
     
     NTeliView 
    VM Service  Stop NTeliView VM Service
     
    .
    2. In the Control Panel, select 
     
    Add/Remove Programs
     
    . 
    3. Choose 
     
    N-TeliView VM Service
     
     and click the 
     
    Add/Remove
     
     or 
     
    Change/Remove 
     
    button, depending on which version of Windows 
    you’re running. 
    4. Click 
     
    OK
     
     to in the dialog box to confirm you want to remove the 
    service, and respond to any additional prompts.
     
    Microsoft Outlook Support 
    Center supports Microsoft Outlook 97, 98, and 2000, permitting the Center 
    user to obtain phone numbers to dial from Outlook’s Contact Lists. Center 
    also allows the user to see the incoming calls which have a matching record 
    in the Outlook Contact Lists. 
    						
    							 
    ACT/GoldMine Support
     
    Center 4.0 User Guide
     
     7
     
    Installation
    Center requires that you to set up the Microsoft Contacts list prior to using 
    this feature in Center.
    ACT/GoldMine Support
    Center supports ACT 2000 and GoldMine 5.0 contact management 
    software, allowing the Center and N-TeliView user to access contact lists 
    from ACT or GoldMine contact records. 
    						
    							Installation 
    8Center 4.0 User Guide 
    						
    							Logging In
    Center 4.0 User Guide 9
    Getting Started
    CHAPTER 2
    Getting Started
    Center 4.0 is a suite of desktop applications for managing personal calls, 
    workgroup calls and performing phone and supervisory functions from a 
    PC. Center contains three applications:
    •N-TeliView is the primary software application designed for general 
    PC desktop users in an NCS Serv environment. With N-TeliView 
    you can access, configure and perform several of NCS Serv’s PBX 
    functions directly from the desktop. These functions include call 
    handling, call forwarding, voice messaging, extension monitoring, and 
    N-TeliFind, One Number Access. In addition, N-TeliView integrates 
    with contact management software including Microsoft Outlook, ACT 
    and GoldMine.
    •N-TeliAgent is a version of Center designed for workgroup agents. 
    Through an N-TeliAgent windows, you can monitor workgroup 
    related statistics, workgroup call pick up and member login/logout 
    directly from the desktop.
    •NCS Supervisor is a version of Center designed for supervisors of 
    workgroup agents. Through NCS Supervisor you can monitor the 
    status and performance of a workgroup, including N-TeliAgent calls, 
    real time workgroup statistics and trunk state. This information can be 
    stored to an internal or external CDR database for future review and 
    analysis.
    Logging In
    Before you log in
    When you log in for the first time, you need to know either the server name 
    or the IP address of the server you’ll be linking to. If you use the server 
    name and not the IP address, Center replaces the name with the IP address, 
    eliminating the need of a DNS (Domain Naming System) search each time 
    you log on.
    To obtain the NCS Serv IP address, ask your IT administrator.  
    						
    							Getting Started 
    10Center 4.0 User Guide
    If you are connecting to the Internet through a modem connection, before 
    you log in, establish a session connection from your PC to your local 
    Internet Service Provider. If you’re using a low-speed connection, the login 
    may take some time as a large amount of data is transferred to your desktop. 
    To Log In
    1. Run the Center application and, if this is the first login to this 
    NCS Serv system, enter the servers IP address or name of the system 
    you will be using. If this is not your first login, go on to the next step.
    Figure 1. Logging In
    2. Enter your Extension number and Password assigned to your phone.
    Optionally, you can check the Always save password check box to 
    store your login password the next time you access Center.
    3. To use an IP connection for voice communication, the extension must 
    be set up as in IP extension in NCS Admin and you must have 
    Microsoft NetMeeting 3.01 or higher installed on your desktop. You 
    cannot log in as a workgroup agent or supervisor using an IP extension. 
    Refer to the discussion in the next subsection for more information on 
    using IP extensions.
    4. If you’re using a full duplex sound card and headset as an IP extension, 
    select the IP Extension Integrated with NetMeeting check box to 
    access Center through an IP extension. 
    If you’re using an Internet Phone Jack or IP telephone, do NOT select 
    the IP Extension Integrated with NetMeeting check box.  
    						
    							Logging in from a Remote Location (IP Extension)
    Center 4.0 User Guide 11
    Getting Started
    5. Click OK to open the next login window. 
    Figure 2. Choosing the type of login
    6. Select the usage—Desktop User (N-TeliView), Workgroup Agent 
    (N-TeliAgent), or Workgroup Supervisor (NCS Supervisor)—and 
    click OK to complete the login.
    Logging in from a Remote Location (IP 
    Extension)
    For desktop use, but not for workgroup agent or supervisor use, you can 
    access Center from a remote location using an IP extension. All the call 
    handling functions are the same as logging in locally, with the exception of 
    the ability to configure N-TeliFind, One Number Access. You can pick up 
    voice mail, forward local business office phone calls to another site such as 
    a home desktop PC, and even receive the phone calls as you would at the 
    office.
    In order to run Center remotely, if you connect to the Internet through a 
    modem connection, first you need to establish a session connection to your 
    Internet Service Provider.
    To use Center remotely through an IP Extension, follow the steps below.
    1. Check with your administrator to make sure the extension you’re using 
    has been set up as an IP extension in NCS Admin.
    2. If you are not already running NetMeeting 3.01 or higher, download 
    and install it from Microsoft’s web or FTP sites. 
    3. Leave the IP Extension Integrated with NetMeeting check box 
    unchecked
     unless you specifically want to use that option. (See 
    Figure 1 on page 10.)
    4. Click OK. 
    						
    							Getting Started 
    12Center 4.0 User Guide
    Note for those using the IP Extension Integrated with 
    NetMeeting option. Center uses conferencing features that 
    require the same data channels as NetMeeting. If NetMeeting 
    is running, you will see a prompt reminding you to close the program. 
    Troubleshooting IP Connectivity
    If problems occur, they may be due to a failure to connect to your ISP 
    provider or due to firewalls at your work preventing direct access to the 
    NCS Serv server. For firewall installation, see the NCS Ware Getting 
    Started Manual chapter on Software Installation. 
    As a test, you can choose Run from the Windows Start menu, then enter 
    Ping  [ENTER]
    where  is the NCS Serv system you want to connect to. An 
    example of the IP address form is 123.234.231.143
    If you do not get a response, contact your LAN administrator for support.
    Hiding or Exiting Center
    Using Center as a desktop user or workgroup agent, 
    when you minimize the Center desktop by clicking the 
    Minimize symbol (the dash), it is hidden—it doesn’t 
    appear anywhere in the Windows desktop except as a telephone icon in the 
    tray in the lower right corner, as discussed in a following subsection. 
    To exit Center entirely, right click the telephone icon and select Exit. 
    Pop Up Center when You Get a Call
    You can configure Center to pop up when you have incoming calls, when 
    you’re using center as a desktop user or workgroup agent. Pop ups work 
    when Center is hidden (minimized) but not when you have exited (closed) 
    the program. See “Screen Pop and Auto Close” on page 57. 
    						
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