Communication Assistant CA CA V 4 0 Summary

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Communication Assistant (CA) CA V 4. 0 (Summary) --- Edition 2 --- Panasonic System Communication Assistant (CA) CA V 4. 0 (Summary) --- Edition 2 --- Panasonic System Networks CO. , LTD.

Enhance Points of CA V 4. 0 Explanatory notes : CA Basic Express CA Enhance Points of CA V 4. 0 Explanatory notes : CA Basic Express CA Pro BE Pro SV Op CA Operator Console CA Supervisor

“ Enhance Points of CA V 4. 0 - 1 : KX-NS 1000 : “ Enhance Points of CA V 4. 0 - 1 : KX-NS 1000 : With CA Server Basic. Express Pro Supervisor Operator Console Yes Yes (*1) Yes Yes (*2) Yes CRM Integration (i-Link) (*3) No Yes MS Exchange Scheduler Integration (*4) No Yes ACD Report (Collaboration with CCView) (*5) No Yes Missed Call Log No Yes Feature KX-UT Series SIP Telephone 16 Sites Support (Up to 1, 022 clients) UM (Unified Message) Outlook Tool-bar Enhancement (*1) Up to 240 clients (PBX mode) (*2) History and Presence features are not available. (*3) “i-Link” is CRM Integration module which 3 rd vendor develops. (*4) VM greeting message is not changed in case of KX-TDE/NCP series. (*5) Activation Key (KX-NSF 101: 3 rd Party CTI Link) is required in case of KX-NS 1000. (*5) Activation Key of CSTA MUX is required too, when CA Server is installed.

Support KX-UT Series SIP Phone Support KX-UT Series SIP Phone

Support KX-UT Series SIP Phone -1 “ KX-NS 1000 KX-TDE/NCP don’t support SIP telephone Support KX-UT Series SIP Phone -1 “ KX-NS 1000 KX-TDE/NCP don’t support SIP telephone as CA client’s paired extension. With KX-NS 1000, CA can work with new SIP telephone (KX-UT series only). But, KX-HGT 100, KX-NT 700 and other non-Panasonic SIP terminal is NOT supported. Pure IP-PBX SIP-MLT KX-UT 670 KX-UT 248 KX-UT 136 KX-UT 133 SIP-SLT KX-UDT 121 New SIP-SLT (KX-UT 113/123) KX-UT 123 KX-UT 113 SIP-DECT SIP-MLT (KX-UT 670) (KX-UT 133/136/248) SIP-DECT (KX-UDT 121)

“ Support KX-UT Series SIP Phone -2 KX-NS 1000 Comparison Functions - Current model “ Support KX-UT Series SIP Phone -2 KX-NS 1000 Comparison Functions - Current model / New SIP Phone (1/3) Current Function based on CA KX-NT 3 xx DECT  New SIP Phone KX-UT 113 / UT 123, KX-UT 133 / UT 136, KX-UT 248 / UT 670 Make Call Yes Yes Fwd/DND view and change Yes Yes Absent message view and change Yes Yes Message waiting view / call back Yes Yes Transfer / Transfer Retrieve Yes Yes Call Splitting (CA button is hidden) Yes No Hold Yes Yes Conference Yes Yes Call Park / Park Retrieve Yes Yes VM Transfer Yes No Record to VM Yes No

“ Support KX-UT Series SIP Phone -3 KX-NS 1000 Comparison Functions - Current model “ Support KX-UT Series SIP Phone -3 KX-NS 1000 Comparison Functions - Current model / New SIP Phone (2/3) Current Function based on CA KX-NT 3 xx DECT  New SIP Phone KX-UT 113 / UT 123, KX-UT 133 / UT 136, KX-UT 248 / UT 670 Send DTMF Yes Yes EFA Yes Yes Account code entry (Function Key) Yes Yes TRS override (Function Key) Yes No Incoming Call Popup Yes Yes Answer by click incoming call pop-up Yes No Yes Redirect incoming call Yes Yes Call pick up Yes Yes Call back busy Yes No Call waiting Yes No

“ Support KX-UT Series SIP Phone -4 KX-NS 1000 Comparison Functions - Current model “ Support KX-UT Series SIP Phone -4 KX-NS 1000 Comparison Functions - Current model / New SIP Phone (3/3) Current Function based on CA KX-NT 3 xx DECT  New SIP Phone KX-UT 113 / UT 123, KX-UT 133 / UT 136, KX-UT 248 / UT 670 Leave message waiting Yes No Open door Yes Yes Listen in (CA Supervisor) Yes No No Busy Override (CA Supervisor) Yes No No Take over (CA Supervisor) Yes No No Log-in / Log-out (Agent mode) Yes Yes Start/Stop Wrap-up (Agent mode) Yes Yes

One-look Network (16 sites) One-look Network (16 sites)

“ One-look Network (16 sites) -1 KX-NS 1000 One PBX works as the Master “ One-look Network (16 sites) -1 KX-NS 1000 One PBX works as the Master unit which controls other slave units. All CA clients log-in to the Master unit, then the contacts in a One-look network can be viewed by all users of PBXs within the One-look network. KX-NS 1000 One-look Network Master Unit Slave Unit Up to 240 total CA users Slave Unit

“ One-look Network (16 sites) -2 KX-NS 1000 CA Server is required when the “ One-look Network (16 sites) -2 KX-NS 1000 CA Server is required when the number of CA users is increased more than 240. The CA Server is connected to the Master unit. The One-look network is considered a single entity that interacts with CA Server. KX-NS 1000 One-look Network CA Server Master Unit Slave Unit More than 240 CA users Slave Unit

Absent Message with Personal Greeting (Supported Unified Message) Absent Message with Personal Greeting (Supported Unified Message)

Absent Message with Personal Greeting -1 “ Unified Message of KX-NS 1000 supports Personal Absent Message with Personal Greeting -1 “ Unified Message of KX-NS 1000 supports Personal Greetings of a Mailbox for Absent Messages. CA user can select Personal Greeting when Absent Message is set. Press 6 : Absent Message 1 : Will Return Soon 2 : Gone Home 3 : At Extension. . . 4 : Back at. . . 5 : Out until. . . 6 : In a Meeting 7 : Urgent Only 8 : Not At My Desk 9 : User Custom KX-NS 1000 BE Pro SV Op

Absent Message with Personal Greeting -2 “ KX-NS 1000 BE Pro SV Op FWD Absent Message with Personal Greeting -2 “ KX-NS 1000 BE Pro SV Op FWD to UM 1 : Will Return Soon 2 : Gone Home 3 : At Extension. . . 4 : Back at. . . 5 : Out until. . . 6 : In a Meeting 7 : Urgent Only 8 : Not At My Desk 9 : User Custom

Absent Message with Personal Greeting -3 “ KX-NS 1000 BE Pro SV Op I Absent Message with Personal Greeting -3 “ KX-NS 1000 BE Pro SV Op I have a meeting now… UM FWD to UM In a meeting

Outlook Tool-bar Enhancement (Support Unified Message) Outlook Tool-bar Enhancement (Support Unified Message)

“ Outlook Tool-bar Enhancement -1 KX-NS 1000 BE Pro SV Op GUI of Outlook “ Outlook Tool-bar Enhancement -1 KX-NS 1000 BE Pro SV Op GUI of Outlook Tool-bar is improved. Main enhance points are : Enhanced Call Control Feature (Park Retrieve, Call to Contact) Call History Pro SV Op Function List Presence Pro SV Op Assistant Feature for listening to voice message (IMAP 4 account) Assistant Feature for viewing FAX message (IMAP 4 account) Call History New GUI Pro SV Op Park Retrieve Presence Pro SV Op Function List Call to Contact/Caller ID Call Status : Idle : Using

“ Outlook Tool-bar Enhancement -2 BE Pro SV Op Call History Open “ Outlook Tool-bar Enhancement -2 BE Pro SV Op Call History Open

Outlook Tool-bar Enhancement -3 “ Call to Contact/Caller ID Click Function List BE Pro Outlook Tool-bar Enhancement -3 “ Call to Contact/Caller ID Click Function List BE Pro SV Op

“ Outlook Tool-bar Enhancement -4 BE Pro SV Op Presence Pro SV Op Click “ Outlook Tool-bar Enhancement -4 BE Pro SV Op Presence Pro SV Op Click Open your presence window.

Outlook Tool-bar Enhancement -5 Assistant Feature of Outlook IMAP 4 account (1/4) “ KX-NS Outlook Tool-bar Enhancement -5 Assistant Feature of Outlook IMAP 4 account (1/4) “ KX-NS 1000 BE Pro SV Op IP Address of KX-NS 1000 which has the mailbox of UM. (Master/Slave KX-NS 1000) Master KX-NS 1000 This password is set into the IMAP 4 account.

“ Outlook Tool-bar Enhancement -6 Assistant Feature of Outlook IMAP 4 account (2/4) Caller “ Outlook Tool-bar Enhancement -6 Assistant Feature of Outlook IMAP 4 account (2/4) Caller ID KX-NS 1000 BE Pro SV Op Voice Message Read Unread (Bold) Delete Open

Outlook Tool-bar Enhancement -7 “ KX-NS 1000 BE Pro SV Op Assistant Feature of Outlook Tool-bar Enhancement -7 “ KX-NS 1000 BE Pro SV Op Assistant Feature of Outlook IMAP 4 account (3/4) Call Back Play Message (with standard application) Customize User Profile Call Back to Caller ID Transfer to Mailbox Yes

“ Outlook Tool-bar Enhancement -8 Assistant Feature of Outlook IMAP 4 account (4/4) Caller “ Outlook Tool-bar Enhancement -8 Assistant Feature of Outlook IMAP 4 account (4/4) Caller ID KX-NS 1000 BE Pro SV Op FAX Message Open Viewing FAX image

CRM Integration (i-Link) CRM Integration (i-Link)

“ CRM Integration (i-Link) -1 BE Pro SV Op CA V 4. 0 can “ CRM Integration (i-Link) -1 BE Pro SV Op CA V 4. 0 can incorporate the module the 3 rd vender “i-Link” develops to link with a CRM database. Incoming call pop-up Click to dial Incoming call Make a call Client PC DB I/F Caller ID Phone No. Click event (Phone No. ) i-Link module CRM Database Pop-up CRM Software GUI

CRM Integration (i-Link) -2 “ BE Pro SV Op The following setting of CA CRM Integration (i-Link) -2 “ BE Pro SV Op The following setting of CA client is required after installing the “i-Link” module. Please obtain this module from the following URL. Also please contact your sales section or PSN sales section about the license of “i-Link”. URL: http: //www. ilink. de/download/Panasonic-CRM/ Web site of i-Link

“ CRM Integration (i-Link) -3 BE Pro SV Op List of Supported CRM Application “ CRM Integration (i-Link) -3 BE Pro SV Op List of Supported CRM Application Versions. (February 2012) CRM/DB IBM Lotus Notes 8. 5. 1 ACT! 2011 Professional ACT! 2011 Premium Sage CRM 7 Goldmine 9 Premium Edition Maximizer CRM 11 Microsoft Dynamics CRM 2011 Salesforce. com Net. Suite Sugar. CRM Tigerpaw (planned for February 2012) Web Phonebook Das Ortliche Das Telefonbuch local. ch Whitepages Herold. at (commercial) Herold. at (private)

MS Exchange Scheduler Integration MS Exchange Scheduler Integration

MS Exchange Scheduler Integration -1 “ CA Server BE Pro SV Op CA Presence MS Exchange Scheduler Integration -1 “ CA Server BE Pro SV Op CA Presence (also absent message of an extension) synchronizes with a user’s schedule (calendar) in MS Exchange Server. CA Server is mandatory. MS Exchange Server 2007/2010 is supported. MS Exchange Server MS Exchange API Request user’s schedule User’s Calendar User’s Schedule Info. (Every 5 minutes) KS-NS 1000 (New) It is possible to change Personal Greeting message of Built-in UM according to this synchronization. CA Server Change Presence

MS Exchange Scheduler Integration -2 Setting points of CA Server are as follows : MS Exchange Scheduler Integration -2 Setting points of CA Server are as follows : (1/2) “ CA Server BE Pro SV Op CA Server Tick this check box. Confirm these parameters to an administrator of Exchange Server. This keywords list is the default parameter for a CA user.

MS Exchange Scheduler Integration -3 Setting points of CA Server are as follows : MS Exchange Scheduler Integration -3 Setting points of CA Server are as follows : (2/2) “ CA Server BE Pro SV Op CA Server Set the user account for each CA user.

MS Exchange Scheduler Integration -4 “ CA Server BE Pro SV Op Setting points MS Exchange Scheduler Integration -4 “ CA Server BE Pro SV Op Setting points of CA Client are as follows : CA Client Tick this check box. We can modify the table of keywords.

“ MS Exchange Scheduler Integration -5 CA Server BE Pro SV Op “Meeting” is “ MS Exchange Scheduler Integration -5 CA Server BE Pro SV Op “Meeting” is matched to the keyword. “In a meeting” in Function List is executed. KS-NS 1000 (New) It is possible to change Personal Greeting message of Built-in UM according to this synchronization. In a meeting

ACD Report (with CCView) ACD Report (with CCView)

ACD Report (with CCView) -1 A CA client has the button to open the ACD Report (with CCView) -1 A CA client has the button to open the window of CCView, Poltys branded ACD Report application. “ BE Pro SV Op CCView - Poltys Open This button appears after installing CCView Middleware is provided by Poltys. Please contact your sales section or PSN sales section about the license of Poltys. https: //eww. netreg. panasonic. co. jp/kms/ PSDN

ACD Report (with CCView) -2 Poltys CCServer “ BE Pro SV Op ta tor ACD Report (with CCView) -2 Poltys CCServer “ BE Pro SV Op ta tor Da oni CD M A KS-NS 1000 KX-NSF 101 (3 rd Party CTI Link) is required to connect a CCServer to a KX-NS 1000. Note : CA and CCView are two separate applications. For example, CA Supervisor’s information is not linked with CCView.

Missed Call Log Missed Call Log

“ Missed Call Log -1 CA Server BE Pro SV Op It was impossible “ Missed Call Log -1 CA Server BE Pro SV Op It was impossible that CA users see History of Incoming Missed Calls which arrived at their extensions while CA users logged off. CA Server V 4. 0 can save Incoming Missed Calls while CA users log off. CA users can check Incoming Missed Calls in History when CA users logs in. 1 Missed call occurred when a user was not logged in to CA Client 2 Missed call is recorded in CA Server Logout 3 CA Server Missed call records are sent to CA Client when CA logs in.

Hide Call Control Window Hide Call Control Window

Hide Call Control Window -1 “ BE Pro SV Op Call Control window doesn’t Hide Call Control Window -1 “ BE Pro SV Op Call Control window doesn’t appear. It doesn’t depend on the status of CA paired extension.

Activation Key Activation Key

“ Activation Key-1 Activation Key Type For KX-NS 1000 CA Pro 1 User CA “ Activation Key-1 Activation Key Type For KX-NS 1000 CA Pro 1 User CA Pro 5 Users CA Pro 10 Users CA Pro 40 Users KX-NSA 201 KX-NSA 205 KX-NSA 210 KX-NSA 240 KX-NCS 2201 KX-NCS 2205 KX-NCS 2210 KX-NCS 2240 Connection Type PBX CA Server Yes Yes CA Pro 128 Users KX-NSA 249 KX-NCS 2249 Yes CA Supervisor CA Operator Console CA Thin Client CA Network 1 User CA Network 5 Users CA Network 10 Users CA Network 40 Users CA Network 128 Users CSTA Multiplexer 3 rd Party CTI Link (*1) KX-NSA 301 KX-NSA 401 KX-NSA 010 KX-NSA 901 KX-NSA 905 KX-NSA 910 KX-NSA 949 KX-NSA 020 KX-NSF 101 KX-NCS 2301 KX-NCS 2401 KX-NCS 2010 KX-NCS 2901 KX-NCS 2905 KX-NCS 2910 KX-NCS 2949 KX-NCS 2020 - Yes Yes Yes Yes For KX-TDE/NCP Series (*1) KX-NSF 101 is required when Poltys’ CC View application is installed.

“ Activation Key-2 Activation Key Type For KX-NS 1000 2 -chanel UM 4 -chanel “ Activation Key-2 Activation Key Type For KX-NS 1000 2 -chanel UM 4 -chanel UM UM/E-mail 1 User (*1) UM/E-mail 5 Users (*1) UM/E-mail 10 Users (*1) UM/E-mail 20 Users (*1) KX-NSU 102 KX-NSU 104 KX-NSU 201 KX-NSU 205 KX-NSU 210 KX-NSU 220 - Connection Type PBX CA Server Yes Yes Yes UM/E-mail All Users (*1) KX-NSU 299 - Yes (*1) For UM E-mail Notification feature For KX-TDE/NCP Series Yes

“ Activation Key-3 Pre-Installed Activation Key (CA Basic-Express) PBX Mode CA Server Mode KX-NCP “ Activation Key-3 Pre-Installed Activation Key (CA Basic-Express) PBX Mode CA Server Mode KX-NCP 500/KX-NCP 1000 5 5 KX-TDE 100/KX-TDE 200 10 10 KX-TDE 600 20 20 KX-NS 1000 240 1022 Free Trial for 60 days The 60 -day trial period begins - once you have installed CA Client on a PC : for KX-TDE/NCP user - upon installation of PBX : for KX-NS 1000 user Pro Operator Console Supervisor Thin Client KX-NCP 500/KX-NCP 1000 2 2 N/A KX-TDE 100/KX-TDE 200 4 4 N/A KX-TDE 600 8 8 N/A KX-NS 1000 128 1 1 1

Login Capability Login Capability

“ Login Capability - 1 The total allowed number of simultaneous CA Client users “ Login Capability - 1 The total allowed number of simultaneous CA Client users is determined by the type of CA Client used and whether or not CA Server is installed. The following table shows the maximum number of users that can simultaneously log in for each mode (same as CA V 3. 0). CA Client Login Mode Basic-Express Pro Operator Console Supervisor No. of Users PBX Only (Up to 240 total users) No. of Users with CA Server (Up to 1, 022 total users) 240 1, 022 128 4 128

System Connection Diagram System Connection Diagram

“ Connection Diagram (Sample) -1 Not Possible SIP ISDN-Tel KX-NCP 500/NCP 1000 KX-TDE 100/TDE “ Connection Diagram (Sample) -1 Not Possible SIP ISDN-Tel KX-NCP 500/NCP 1000 KX-TDE 100/TDE 200/TDE 600 PBX Extension I/F LAN CA + PS CA + D-PT/A-PT CA Server CA + IP Soft Phone CA + IP-PT TVM CA + SLT

Connection Diagram (Sample) -2 Not Possible ISDN-Tel KX-HGT 100 KX-NT 700(SIP) Other SIP Phone Connection Diagram (Sample) -2 Not Possible ISDN-Tel KX-HGT 100 KX-NT 700(SIP) Other SIP Phone “ KX-NS 1000 PBX Extension I/F (Option) LAN CA + PS (IP-CS) CA + SIP Phone (KX-UT Series) CA Server CA + IP Soft Phone CA + IP-PT CA + SLT

“ Connection Diagram (Sample) -3 It is possible that CA Server V 3 and “ Connection Diagram (Sample) -3 It is possible that CA Server V 3 and V 4 are mixed in order to make Networking Feature. CA Server (V 4) KX-NS 1000 One-look Network Master Unit CA Server (V 3) Slave Unit IP Network Slave Unit CA Server (V 4) CA Server (V 3)

System Requirements System Requirements

“ System Requirements - PBX CA Server BE Pro SV Op To use CA, “ System Requirements - PBX CA Server BE Pro SV Op To use CA, the software of your PBX should be matched with the : Enhance Key is needed requirements listed below. KX-TDE 100 KX-TDE 200 KX-TDE 600 CA V 1. 5 with CA Server CA V 1. 5/V 2. 0 Server-less (PBX Connection) KX-NS 1000 - V 1. 0 - V 2. 01 (KX-TDE 100/200) V 2. 00 (KX-TDE 600) V 1. 0 V 3. 0 CA V 1. 0 KX-NCP 500 KX-NCP 1000 V 2. 0 V 3. 0 - V 1. 0 - V 2. 0 - CA V 2. 0 with CA Server V 3. 0000 V 2. 01 - CA V 3. 0 V 4. 1000 - CA V 4. 0 V 4. 1000 or later V 1. 0000 KX-TDE 600 users are strongly recommended to use CA Server with CA Client.

“ System Requirements - CA Client (1) BE Pro SV Op Requirements for running “ System Requirements - CA Client (1) BE Pro SV Op Requirements for running CA Client. Minimum Recommended OS (*) Microsoft Windows XP Professional SP 3 or later Windows Vista Business Windows 7 Professional Microsoft. NET Framework V 3. 5 SP 1 or later Hard Disk 1. 5 GB available space 2. 0 GB available space Video Resolution 1024 x 768 1280 x 1024 Interface 10 Base-T 10/100 Base-T Thin Client Microsoft Terminal Service on Windows Server 2003 SP 1 or later Microsoft Terminal Service on Windows Server 2008 Citrix Xen. App on Windows Server 2003 SP 1 or later (*) 64 -bit version of Windows XP is not supported. Microsoft Windows XP Professional SP 3 or later Windows Vista Business Windows 7 Professional

“ System Requirements - CA Client (2) BE Pro SV Op When CA Client “ System Requirements - CA Client (2) BE Pro SV Op When CA Client is connected to your PBX directly, the number of contacts that can be displayed in the contact list depends on the specifications of your PC. Number of Contacts in Contact List CPU Memory Direct PBX Connection (Server Less) CA Server Connection 1. 0 GHz Intel Pentium/Celeron processor or compatible CPU 512 MB 32 1000 2. 0 GHz Intel Pentium/Celeron processor or compatible CPU 1 GB 128 1000 2. 6 GHz Intel Pentium/Celeron processor or compatible CPU 1 GB 256 1000 2. 6 GHz Intel Core 2 Duo processor or compatible CPU 1 GB 1000 The above specifications are approximations and may vary according to the status of your PC, the network conditions, other programs running, etc. Number of Contacts

System Requirements - CA Client (3) “ BE Pro SV Op There is a System Requirements - CA Client (3) “ BE Pro SV Op There is a phenomenon that the working of CA becomes slow depending on the number of contacts in the contact list of CA in PBX mode (Server Less/Direct PBX Connection). Please refer to the table from the result of our test on the previous page. It is a matter that requires attention. (We tested with the PC in which other application is not running. ) Number of Contacts CA does not restrict the number of contacts from the specification of PC. Therefore, CA user's feeling will not change even if the number written in this table is exceeded a little (For example, even if it is 32 or it is 33), but CA user may be going to feel slow depending on the situation of PC. The number shown in the table on the previous page is the maximum number of contacts (extensions) which one CA client can have in the contact list window without slow working. For example, a slow working means that the change of the presence of extensions becomes slow. The maximum number is 1, 000 actually. 1, 024 is the number from our test on the special environment. It is a theoretical number.

System Requirements - CA Server “ CA Server The table below summaries the recommended System Requirements - CA Server “ CA Server The table below summaries the recommended requirements for running CA Server. When running 1 CA Server When running more than 1 CA Server CPU 2. 0 GHz Intel Pentium / Celeron processor or comparable CPU 2. 0 GHz Intel Core 2 Duo processor or comparable CPU RAM 1024 MB 2048 MB OS (*) Microsoft Windows XP Professional SP 2 or later Windows Vista Business Windows Server 2003 Standard Edition Windows Server 2008 Standard Edition Windows 7 Professional Browser Internet Explorer 6/7/8/9 Mozilla Firefox Hard Disk 1. 5 GB available space Video Resolution 1024 x 768 100 Base-T Interface (*) 64 -bit version of Windows XP is not supported.

“ Thank you very much! “ Thank you very much!

Modification: 20111205 -01 CAV 40 Summary. ppt - 1 st release 20111212 -02 CAV Modification: 20111205 -01 CAV 40 Summary. ppt - 1 st release 20111212 -02 CAV 40 Summary. ppt - Page 12 -15 : Add “Absent Message with Personal Greeting” - Page 5 : Modify model names of KX-UT series - Page 27 : Modify the URL - Page 28 : Update the list - Page 3 : Add the comment about Activation Key of CSTA MUX at (*5) - Page 36 : Add the link to PSDN




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