We wish
you a lot of fun in the everyday contact with ActiPOINT. Soon you will not miss the ability
of
ActiPOINT to bring
you uncomplicated with your friends, acquaintances and colleagues by telephone in
contact. Also the examination and search for data and conversation contents of
the past phone calls leaves a professional impression on your conversation
partner. see who calls you, even before you have taken the receiver during a
incoming call.
Basically ActiPOINT cab manage calls under the use of two different concepts.
ActiPOINT kann grundsätzlich unter Nutzung
zweier unterschiedlicher Konzepte Anrufe managen.
Own you a
TAPI capable PBX (Privat Branch Exchange) which offers a TSP (TAPI Service Provider),
you can use comfort capabilities like forwarding, redirection, conferences and
so on beside the basis functionalities of the call construction and the
indication of incoming calls.
Should you
own an ISDN PBX for them no TSP is available, ActiPOINT provide you the basis phone
capabilities running in the operation mode CAPI.
The mode
of operation SERVER is useful for companies and organizations with several to
many working places. On different computers installed ActiPOINT operate as clients an use together the phone capabilities of ActiPOINTserver. Solely this server software is connected with
your PBX using TAPI or CAPI. You use
the server administration tool to determine whether the functionalities of
the operating mode TAPI or CAPI are
available to the clients.
In the
following you find a brief abstract of the contents of the single chapters.
In the
chapter ‚specification and preferences’ you find a brief extract from the list
of the possibilities of ActiPOINT. Furthermore, please, follow the preferences
important for the use which are likewise listed in this chapter.
The
chapter ‚installation’ describes the steps necessary for the installation and
gives assistance, if one or other obstacle appears. Also the steps for the
installation of ActiPOINTs own
TSP Tapi Service Provider is suggested to you. A TSP is an element of
Microsofts own telephony-program interface. It enables you to equip also other,
foreign programs with the phone dialing functionality of ActiPOINT.
In the
chapter ‚basic settings’ the personal settings indispensable for the sensible
use are demonstrated. Necessary, your phone arrangement concerning settings,
are discussed in this chapter with. The behavior of ActiPOINT during the boot up of your computer
can be changed. The settings suitable for this are to be found also in this
chapter.
ActiPOINT is to be
complemented about application-extension in his function. Like you bring this ActiPOINT to the knowledge is likewise part
of the chapter ‚basic settings’.
Putting in
and the management of contacts is found in the next chapter ‚ management of
contacts’. The concept ‚contact’ stands here as a collective concept for her
friends, acquaintances and colleagues and, otherwise, also to all other with
whom you would like to go in contact. Read this chapter carefully.
Phone
calls, whether (on account) of coming in or going out, and their management are
in the chapter ‚management of phone calls’ described. How you get fast
conversation data of the past phone calls are demonstrated beside many other
Features to be used.
ActiPOINT
makes available a big number of methods to initiate a phone call. The chapter
‚Dial from ActiPOINT'
returns explanations to these varied alternatives to you.
Everybody
wants to save money! No really revolutionary new thesis which you also join
certainly. ActiPOINT'
can save money for you. As and what you have to do for it, find in the chapter
‘easy LCR’.
Phone call management. All entered and gone out phone calls are
available any time. You see who calls you before pick up the receiver.
Contact management. You have your contacts and the phone communication
with them on a look. Preparation of all important contact data.
Independent of the CTI abilities of your ISDN branch exchange.
‚One click dial' by Button strip. Assortment of the strip according to
frequency of the telephone calls.
Quick manual dial and dial by Hotkey. Mark a number in any other
application and dial by Hotkey.
Boundless extension of the function with optional available modules.
Modules for the integration in Outlook and in Notes are immediately available.
Extensive and quick search for any combinations in contact data and
phone call data.
Attractive and fresh design which you can adapt to your needs by external
XML editor manifoldly.
Intuitive and easy working.
Management and call control from up to three
phones
Manage several parallel phone calls
Toggling between active calls
Three-party confernces
Transferring
calls to another destination party.
Redirecting incoming calls to another
destination party.
Set
calls temporary on hold
Phone/PBX with TAPI capabilities (operating
mode TAPI !)
ISDN card with CAPI 2.0 driver (only operating
mode CAPI !)
ActiPOINTserver available in net (only operating mode SERVER !)
Windows computer (Windows 2000, Windows XP)
x86
kompatibler Prozessor ab 500MHz
Up to now
no incompatibilities are known with known branch exchanges, nevertheless,
please notice the following:
Recommendation:
Before the purchase it is recommended to test the possible settings and
the teamwork with your specific hardware. You should use the trial version of ActiPOINT. Later surprises, e.g., a
malfunction by a not compatible branch exchange can be recognized in the
approach. If the trial version does not play together with your hardware, then
it could not be expected an unproblematic function with the purchase version.
You
receive the purchase version as well as the Trial version of ActiPOINT in form of a packed file in the ZIP
format (the file has the ending .zip). In the follower the installation steps
are described:
1. You unpack the file in a directory
of your choice.
(Go under use of Windows Explorer to the directory in which you have filed
the ZIP file. Under Windows 2000 or XP you click twice on the name of the ZIP
file. Select a directory or make one. You
unpack the ZIP file in this directory.)
Tip:
To unpack a file in the ZIP format you need under Windows 2000 and under
the preceding Windows versions an additional program. One possibility is to use
‚Winzip' which is also available in a shareware version on the Internet. Follow
the documentation under ‚Winzip', to unpack the installation files. Under
Windows XP the functionality of pack and unpack in the ZIP format is part of
the operating system. Use Windows Explorer under Windows XP to unpack the
installation files.
2. Begin the installation, while you
start the file Setup.exe.
(Go under use of Windows Explorer to the directory in which you have
unpacked the ZIP file. Click twice on the file Setup.exe)
3. There appears a window with a
picture. Please, go to the next installation step.
(In the lower line there are two
buttons with the label cancel
and continue. Go with the
mouse over continue and
click once or press the key Return
once.)
4. The contents of the window change.
You are greeted in the installation expiry. Please, go to the next installation
step.
(In the lower area of the window there are three buttons with the labels:cancel,<Back,continue>.
Click continue> once
using the mouse or press the key Return.)
5. A license text is indicated which,
please, peruse carefully. If you can agree to the license text, choose the
option ‚I agree’. Please, go to the next installation step.
(If you want to agree to the license
text, please, click with the mouse on the unsatisfactory small circle on the
left beside the text ‚I agree’. Now the circle must be filled. Furthermore the
color of the button continue>
to be found in the lower area changes from gray too clearly black. Herewith the
button gets selectable. Click continue>
once using the mouse or press the key Return.)
6. It is offered you the possibility to
choose the installation directory. If you want to change the given directory,
you do it at this point. If you want to make ActiPOINT to all users of the computer
accessible, you have at this point the choice. Please, go to the next
installation step.
(If the new installation-file path
desired by you is known to you completely, type the path in the field ‚folder’.
If not, you click on the button search
to choose an alternative installation-file path. If you liked to do to all
users ActiPOINT
accessible, click once in the small unsatisfactory circle beside the text ‚ all
users’. Now the circle must be filled. Click once using the mouse continue> or press the key Return.)
7. Confirm the wish on installation of ActiPOINT while you go to the next
installation step.
(If you liked to continue the
installation, please, click continue>
once using the mouse or press the key Return.)
8. There appears a horizontal progress
bar which informs you about the proceeding of the installation. While the bar
fills, the necessary files on her hard disk will transfer.
9. The end of the installation is
indicated. Now ActiPOINT
is available to you and after her preceding choice to all users of your
computer.
(Click continue once with using the mouse or press the key Return.)
After the
installation, please, peruse the chapter ‚basic settings’ carefully to be able
to effect the necessary setting for the use of ActiPOINT.
ActiPOINT offers
the possibilities to give other applications the ability to initiate a dial
using
ActiPOINT. These
applications must be capable of using TAPI. TAPI is Microsoft’s own software
interface to initiate telephone calls and video calls. In order to provide TAPI
capable applications for example ‘Outlook’ with additional telephony abilities
these applications need a separate program part named TSP‚ Tapi service
provider ’. The ActiPOINT
TSP has to brought the application to knowledge. How this will be done, please,
take from the documentation of the application.
Before the
ActiPOINT TSP is to be brought the operating system to knowledge also. This process is shown at this
point and is to be found also in similar form in the documentation of your
operating system:
1. Please, go to the start menu using
the button start.
(In the lower left
corner of your desktop you find the button start
in the Taskbar. Go with the arrow of the mouse on it and click the mouse key
once. There appears the start menu.)
2. Select the point ‚Settings' of the
menu. There appears on the right a context menu.
(Go with the arrow
of the mouse on the point ‚Settings' of the menu and click the left mouse key
once, please.)
3. Select in the context menu the point
‚Control Panel’. A new window with a list of entries or with an aggregation of
symbols appears.
(Go with the arrow of the mouse
on the point ‚Control Panel’ of the menu and click the left mouse key once,
please.)
4. In the new window choose the entry
or the symbol ‚phone and modem options'. There appears another dialog with
three index-cards.
(Go with the arrow
of the mouse on the entry or the symbol ‚phone and modem options' and click the
left mouse key once, please.)
5. Please, select the index-card
‚Advanced' of the new dialog. This index-card shows a list of all TSP’s already
announced to the system.
(Go with the arrow
of the mouse on the name of the index-card ‘Advanced’' and, please operate the
left mouse key once.)
6. Please use the button ADD on the index-card. There appears
another dialog with a list of TSP’S which are not announced to the system yet.
(Gehen Sie mit dem Pfeil der Maus auf den Button ADD bzw. Hinzufügen und klicken Sie bitte die
linke Maustaste einmalig.)
(Go with the arrow of the
mouse on the button ADD
and click the left mouse key once, please.)
7. Select the entry ActiPOINTtsp.
(Go with the arrow
of the mouse on the entry and click the left mouse key once.)
8. Please operate the button ADD in this dialog. The
dialog shuts automatically.
(Gehen Sie mit dem Pfeil der Maus auf den Button ADD bzw. Hinzufügen und klicken Sie bitte die
linke Maustaste einmalig.)
(Go with the arrow of the
mouse on the button ADD
and click the left mouse key once, please.)
9. Now the list of all TSP’s already
announced to the system in the previous still open dialog also carries the new
entry
ActiPOINTtsp. Close
all dialogs and windows which were required for the installation. The
installation of the TSP is concluded with this step.
The deinstallation of the purchase version as
well as the Trial version is described in the follower:
1. Click extremely on the left from the
Taskbar on the button start. It
opens the start menu to itself.
2. Windows XP user jump over this
point, please. Select the menu point ‘settings’.
3. Select the other menu point ‚control
panel’. It opens a window of the same name to itself.
4. Please, click on ‚add or remove
programs'. It opens another window to itself.
5. You see a list of the installed
programs. Search ActiPOINT and click on the right side of the entry on the button Change/Remove. There appears another
window which gives further instructions to you. Follow these instructions.
6. After a successfully deinstallation
of ActiPOINT you close both remained windows.
The
application ActiPOINT is
conceived on efficiency. All actions and data to be seen are only a few
operating steps far. The information which is to be effected or to be changed
rarely is found combined in the dialog ‚settings’.
After
opening
ActiPOINT the main
window appears. If you have already added contacts it appears like following
one:
Picture 1: Main window index-card ‚CALLS’
The
index-card ‚CALLS’ is to be seen. She indicates a choice of all phone calls
come in last. A row of individual buttons is on the left side. These serve the
quick dial of numbers. A single click on a button trigger the dial. How the
appearance of this row can be changed find you in the chapter ‚settings to the
behavior’. The description of further operation of the quick dial row is to
find in the chapter ‘quick dial’.
In the
lower area you see buttons for the management of current calls. On the above
picture two calls are shown. At the moment you are speaking with ‘Hilde’ and
the call ‘PAPALAGI’ is set on hold. He hears a waiting music.
Both calls
are controlled by the phone ‚COMPANY 14’. On the above picture are available
for you the other both phones ‘PRIVATE 31’ and ‘SERVICE 12’.
A special
importance comes up to the input fields ‘city’ and ‘…’ to be found below‚ which
is made clear to you in the chapter ‘easy LCR’. The use of these fields saves
your money !
In the
corner right below the button MANUAL CHOICE
is found. The button allows to trigger a manual dial by an easy input of the
phone number with the help of the keyboard or the mouse.
Super half of the index card ‚calls’ are three differently formed
buttons SETTINGS , HIDE and END. Use the button
END to close the application. From this time no calls are registered and
are saved. The button SETTINGS promotes the dialog ‚settings’. How to use
this dialog is in the chapter ‚settings’ demonstrated.
The button
HIDE allows to disappear the
main window of ActiPOINT
from the desktop. About a small symbol in the right lower corner of the desktop
within the task bar the main window can be brought again to the view. A click
on this
ActiPOINT
representing symbol indicates the main window once more. Another click lets the
main window disappear again. About the dialog ‘settings’ an option is to be
chosen, which allows ActiPOINT to start already hidden during system start.
The basic
setting must be carried out to feed ActiPOINT on necessary, your person and your phone
arrangement concerning data. Moreover you call ActiPOINT. If the main window appears,
please, click on the button SETTINGS.
Alternatively you can also go under use of the mouse with the cursor (arrow) on
the main window, e.g. on the upper edge and press the right mouse key. A
context menu appears carries Among the rest the entry ‚SETTINGS’. Lead the
cursor with the help of the mouse on this entry and press the left mouse key
once. It opens the following window to itself:
Picture 2: sub window ‚SETTINGS’, index-card
‚PERSON’
In the index-card
‚PERSON’ you must carry out some personal settings. After all done changes also
on the other index-cards you press the button OK.
If you do not want to take over the done settings use the button CANCEL. All following sub chapters refer
to the index-card ‚PERSON’.
Important
hint:
The changes which you have effected are taken over only by a renewed
program start. If you want to use the settings immediately finish the program
and call it once more.
All
contacts, also you, are identified by their given name, surname and their
company. It is enough to feed at least one of these three informations. Thus,
e.g., only the name of a company.
Beside
‚first name’ you give in the input field your given name. On the right beside
‘surname’ please give your surname.
(Go
with the cursor of the mouse on the input field being on the right in each
case. Press the left mouse key once. Give the desired name with the help of the
keyboard.)
Beside
‚company’ you give in the input field the name of your company.
(Go
with the cursor of the mouse on on the right finding input field. Press the
left mouse key once. Give the company name with the help of the keyboard.)
About the
selection of the operating mode you determine the concept of the call
management. Your choice is depending on the hard-sided and software-sided
defaults and determines the usable telephony functionalities. Three modes of
operation stand for the choice: TAPI,CAPI and SERVER.
Choose the
option ‘use TAPI” and pay attention to the fact that the option ‘use Server’
does not be selected. The choice of this mode permits you the use of the
maximally functional capacity (besides the operating mode SERVER).
Usually
this mode of operation is to be preferred, if a TAPI capable telephone system
is available and is intended the installation for a single work place (perhaps
two places). Are available to three telephones at the work place.
Choose the
option ‘use CAPI” and pay attention to the fact that the option ‘use Server’
does not be selected. The choice of this mode of operation permits you the use
of basic telephony functionality.
Usually
this mode of operation is to be preferred, if no PBX is available or it does
not support TAPI. Frequently a subsequent activation of CTI capability
characteristics is connected with not insignificant costs. These can be gone
around, if basic telephony functionalities are sufficient, by the selection of
the mode of operation CAPI.
Choose the
option ‚use server’. The options ‘use TAPI’ and/or ‘use CAPI’ are ignored by ActiPOINT. Whether the capacity TAPI or the
capacity CAPI can be used is specified by the server. Please have a look on the
documentation for ActiPOINTserver.
This mode
of operation is to be selected, if you want to equip several or many work
places with CTI supported telephony.
The
selection of this mode of operation solely for one place can be meaningful, if
in the logged out condition incoming calls should be registered. APS is a
system service, which works in the background. Depending on your choice it is
started during the boot up of the system.
On the index-card ‚PBX’ settings which are specifically for your phone
arrangement are to be effected. Please take the information of the operating
instructions of your phone arrangement.
Picture 3: sub window ‚SETTINGS’, index-card ‚PBX’
In the index-card ‚PBX’ you must carry out necessary settings with
regard to your phone arrangement.
Hint:
These attitudes must be accomplished for the
modes of operation TAPI and CAPI. They are not necessary for the mode of
operation SERVER.
The prefix as well as the suffix is needed in conjunction with the use
of a phone arrangement. If an dial prefix is given, it is placed in front to
the phone numbers for outgoing phone calls. An dial suffix is putted last to
these phone numbers.
This given dial prefix or suffix marks a number for her phone
arrangement as an external number.
Describing references:
A phone arrangement must be informed during a
dial whether it concerns an internal or external phone number. As a rule phone
arrangements are so preset that they can directly choose an internal phone
number without supplements to be connected with an internal interlocutor. If
you want to call up an external participant, you must place in front another
figure or mark of the number regularly dialed, e.g. ‚8154711’. As a rule it is
‚0’. Referring on our example you must dial ‘08154711’ to be connected with an
external participant. It has to be one ‚0’ in the text field beside ‚prefix’
and the text field ‚suffix' remained empty. Whether you must use one ‚0’ or
another figure or mark, take from the operating instructions of your phone arrangement,
please.
Another variant of the above statement of the
use of ‚prefix’ and ‚suffix’ originates from the feature ‚automatic line’ of
several phone arrangements. If the feature is turned on‚ no figure or mark must
be used for the dial of an external phone number. After our already used
example you would dialing ‚8154711’. If the above example applies also on your
phone arrangement please give the example prefix ‚0’ under ‘prefix’.
The dial prefix or/and dial suffix
marks a number for her phone arrangement as an internal number.
Explaining tips:
If you want to reach an internal phone connected to the phone
arrangement used by you, you must use if necessary a ‚prefix’ and/or a ‚suffix’
accordingly of operating instructions of your phone arrangement. A phone
arrangement which uses the feature ‚automatic line’ must be informed that for
example the ‚38’ is an internal phone number. This happens by using a prefix
and/or a suffix.
Example 1: The phone arrangement demands
placing the mark ‚*’ in front. You would have to dial ‚*38’. Beside ‚prefix’
you would give a ‚*’ and the text field beside ,suffix’ you would leave empty.
Example 2: The phone arrangement demands
appending the mark ‘#’ for the dial an internal phone number. You would have to
dial ‘38#’. You would leave the text field beside ‚prefix’ empty and feed
beside ‚suffix’ a ‘#’.
On the index card ‘PHONE’ are
selected those telephones, which are made available by your PBX for the
computer assisted use.
Picture 4: sub window ‚SETTINGS’, index-card
‚PHONE’
The TAPI own term Line stands in
this connection for a phone. To be able to administer a phone by ActiPOINT, it must be announced. Register for
this in the area ‘IDENTIFICATION’ beside number the telephone number suitable
to the phone. When desired you assign an alias name to this. This alias name is
brought to the view instead of the real phone number. If the mode of operation
TAPI is selected it is necessary to assign the suitable Line to the phone
number. Choose the desired Line in the choice field beside ‘name’ in the area
‘LINE’. The manufacturer of telephone systems usually give a meaningful name to
the Lines.
For the example above an Euracom PBX
was available. The phone which reacts to the number ‘31’ has the suitable line
name ‘EURACOM Tln. 31’. In case you want to control this phone by TAPI, you
have to choose this line name in the selection box on the right beside ‘Line’.
Are supplementing information from the manufacturer available, these are
brought to view to you in the field ‘info’.
Necessary is the setting of the
phone number. Like the example above you must register the ‚31’. It was
selected ‘Private 31’ as alias name.
A click on the button ADD makes the phone available to ActiPOINT. The data appear as a line in the list, which can be found below the
button.
Choose the phone to be removed in
the list below the button REMOVE.
After operation the button the number is removed and the phone is not available
any longer after another start of ActiPOINT.
On the index-card ‚CAPI’ settings
are to be effected, which are important for the operation mode CAPI.
Picture 5: sub window ‚SETTINGS’, index-card
‚CAPI’
In the area ‚numbers’ you find the
sub area ‚ISDN card’. In this sub area on the right beside ‚out/in’ is find the
input field which should carry the internal phone number of your ISDN card.
Please, follow the likewise above
tips with regard to the internal numbers of your phone arrangement.
(Go with the cursor of the mouse
on the right being input field. Press the left mouse key once. Give the phone
number with the help of the keyboard.)
Below the input field you can find
the selectable option ‚automatic line’. This option is important for the user
of private exchange.
If you do not use a telephone
system, then you should leave this option in the unselected state.
Tips for users of a phone
arrangement:
Under use of a phone arrangement an internal phone number (mostly
two-digit to 5-figure) will give away from the user to every phone or fax.
According to the settings of the phone arrangement it can be necessary to reach
an internal participant to add a prefix (e.g.‚*’) or a suffix (e.g., ‘#’) to
the phone number. At this point, please give only the original phone numbers
without any prefixes and suffixes.
If you have to dialing, for
example, the following ‚*51’ to reach the phone number 51 within your company,
please give ‚51’ only.
The
feature ‚automatic line’ of several phone arrangements, simplifies the dial of
an external participant. If the telephone systems was adjusted to ‘automatic
line’ no number or indication must be placed in front or attached to an
external number for dialing. Some PBX ‚s permit to select the feature
‚automatic line’ for each telephone separately.
In order to be able to connect to ActiPOINTserver important network settings have to be done.
Picture 6: sub window ‚SETTINGS’, index-card
‚SERVER’
Feed the input field right beside
‚name’ in the area ‚IDENTIFICATION’ with the network name of the computer which
is running ActiPOINTserver. In the case of doubt ask your administrator please.
In the area ‚IDENTIFICATION’ on the
right side of the fieldname ip-address you have to specify the server network
ip-address of the computer which is running ActiPOINTserver. In the case of doubt ask your administrator please.
Likewise in the area
‚IDENTIFICATION’ can be found the input field with the identifier ‘port’. Enter
in this field the port number on which the server must listen. This port was
determined using the administration tool of ActiPOINTserver. In the case of doubt ask your administrator please.
In the area ‚CLIENT’ the input field
‚ports’ is to be found. In this field you have to specify the port/s, which
should be used by ActiPOINT. The indication consists of a row of ports and port ranges separated by
commas. The following exemplary data are possible:
·
24000
·
24000,2500,26001
·
24000,12000-12010,2601
On the index-card ‚BEHAVIOUR’ you choose settings to the start
behavioral of ActiPOINT. You adapt Settings with regard to
the phone calls and the dial.
Picture 7: sub window ‚SETTINGS’, index-card ‚BEHAVIOUR’
Wählen Sie diese Einstellung neben ‚bei
Systemstart’, so wird ActiPOINT automatisch während des Hochfahrens
ihres Computer gestartet.
If you choose
this setting beside ‚by system start’, ActiPOINT is starting automatically during
the boot up of your computer.
Tip :
Use this setting in conjunction with the
setting ‚hide application’ which is described further below.
If the option ‚hide’ is selected, no window appears after the program
started. A small symbol is found on behalf in the task bar of the system (as a
rule: below on the right side near on the left beside the time announcement).
(Please, lead the cursor of the mouse on the small unfilled square on
the left beside ‚hide’. Press the left mouse key once to select this option.)
Tips:
If you click on the acting symbol in the start
strip, the regular program Window of ActiPOINT opens. Another click hides it once
more.
(Position the arrow of the mouse above the symbol and press the left mouse
key.)
In the area ‚call’ beside ‚months count’ you can give the number of
months of the phone calls which are loaded during every program start from the
hard disk. If you need phone call data which are dated more in the past, raise
this number. This number has no influence on backup data on the hard disk. All
phone calls are saved during the program end on the hard disk.
(Go with the cursor of the mouse on the right being input field.
Press the left mouse key. Give the number in months with the help of the
keyboard.)
In the area ‚call’ the option
‚suppress dialog’ can be chosen. After choice of this option no coming in or
going out phone call is brought you to the knowledge by a dialog. In spite of
that the phone calls are saved of course.
(Please, lead the cursor of the
mouse on the small unfilled square on the left beside ‚suppress dialog’. Press
the left mouse key once to select this option. The small square will be filled.)
In the sub area ‚Tapi Service Provider’ of the area ‚dial’ is to be set
the port beside ‚port’ used by the TSP. A TSP is a separate program part and
allows to you to initiate a dial also from other applications using ActiPOINT. Moreover the TSP made available by ActiPOINT is to be brought to knowledge to
the application. How this is to be managed, please, take from the documentation
of the application.
Before the ActiPOINT TSP is to be brought the operating system to knowledge also. This
process becomes discussed in the separate chapter ‚ installation of the TSP' of
this documentation.
The TSP takes up contact with ActiPOINT using the protocol TCP/IP. For this
you have to give only the port, because the TSP does not function beyond
computer borders.
In the case of doubt, please, leave the pre-settings. Changes in the
port number must be carried out only in case of a conflict with another
application using TCP/IP.
(Go with the cursor of the mouse on the right being input field.
Press the left mouse key. Give the port number with the help of the keyboard.)
Using the Hot-Key' dial you can release from other applications a dial,
even if these applications do not have the possibility to integrate a TSP. The
following example described the use of the ‚Hot-Key’ dial.
You look on the Internet for a plumber. The found plumber announces his
phone number on his Internet page. You immediately would like to call him. You
mark the desired phone number on the Internet page with the help of the mouse
and call the standard context menu by pressing the right mouse key. Select now
the entry ‚copy’. Then you type in your chosen ‚Hot-Key’ combination and the
telephone call will be initiated by ActiPOINT.
(Go with the cursor of the mouse on the input field being on the
right. Press the left mouse key once. Type the desired key combination.)
On the index-card ‚APPLICATIONS’ you select optional extensions to be
used. These extensions are dynamically bound to ActiPOINT and extend its functionality.
A uniform procedure is offered to carry out the settings for the
different extensions.
Weiterhin können auf dieser Karteikarte
Anwendungs-Erweiterung eigenen
Aktionen durchgeführt werden. Furthermore can be carried out on this
index-card application-extensions own actions.
Picture 8: sub window ‚SETTINGS’, index card ‚APPLICATIONS’
First, select in the area ‚SETTINGS’ of the index-cards ‚APPLICATIONS’
on the right beside ‚application’ an application-module.
(The choice occurs, while you use the down pointing arrow on the
right beside the text field for‚application’. Position the cursor of the mouse
on this arrow and press the left mouse once. The text field automatically
extends its size and indicates a list of the available application-modules.
Please, go with the cursor of the mouse on the name of the desired
application-module and click once the left mouse key. Now the name is shown
inverted. Therefore you have selected this.)
Markieren Sie nun die von Ihnen ausgewählte
Anwendungs-Erweiterung zur Nutzung, indem Sie die Option ‚nutze Anwendung’
auswählen.
Mark now the
application-extension chosen by you to the use, while you select the option
‚use application’.
(Please, lead the cursor of the mouse on the small unfilled square on
the left beside ‚use application’. Press the left mouse key once to select this
option. The small square will be filled.)
Tip:
Farther specific application settings can be carried out after ending
and a renewed start of ActiPOINT.
About the button >>> DIALOG you reach the
application-extensions own setting-dialog, if this is made available by the
application-extension. You find further instructions in the complementary
documentation of the application-extension.
To release one, from an application-extension made available action,
select first in the area ‚ACTION’ of the index card ‚APPLICATIONS’ on the right
beside ‚application’ an application-extension.
(The choice occurs, while you use the down pointing arrow on the
right beside the text field for‚application’. Position the cursor of the mouse
on this arrow and press the left mouse once. The text field automatically
extends its size and indicates a list of the available application-modules.
Please, go with the cursor of the mouse on the name of the desired
application-module and click once the left mouse key. Now the name is shown
inverted. Therefore you have selected this.)
Tip:
Only the extensions stand for the choice which
specific actions make available.
About the button >>> DIALOG
you reach the application-extensions own action dialog, if this is made
available by the application-extension.
You find farther instructions in the complementary documentation of the
application-extension.
On the index card ‚GUI’ select you attitudes which affect the appearance
of ActiPOINT.
Picture 9: sub window ‚SETTINGS’, index card ‚GUI’
ActiPOINT permits you to modify the
appearance of the application by the choice of predefined surfaces or self
constructed surfaces. The whole appearance ActiPOINT is determined almost by a XML file.
An easy text or XML editor are enough to change the appearance of ActiPOINT radically.
Select an available surface in the field ‚theme’.
(To make your choice use the opposite arrows on the right outside
beside the text field for ‚theme’. Position the cursor of the mouse about one
of the arrows and press the left mouse key once to move either forward or
backward in the list of the alternative surfaces. If the name of the desired
surface appears in the text field ‚theme’, please, go with the arrow of the
mouse on the named entry of the surface and press the left mouse key once. Now
the name of the surface is shown inverted. Therefore you have selected this.)
Hint :
Provide your own surface, while you vary an
available one. For this initial knowledge in XML is demanded of you. In the
installation directory you find the directory named ‚Themes’. In this directory
there are further directories with the names of the alternative surfaces. If
you have selected the surface ‚DEU_STANDARD_00’, you find a directory of the
same name. You find In this directory a XML file ‚DEU_STANDARD_00.XML’.
To provide simply an own surface, copy, e.g., the directory ‚DEU_STANDARD_00’
and give it another name, e.g. ‚YOUR_THEME’. You change in the new directory
and rename the XML file to be found there in ‚YOUR_THEME.XML’. All images which
you need for your draft must lie in this directory ‚YOUR_THEME’. Open
‚YOUR_THEME.XML’ with an XML editor or text editor and change the appearance of ActiPOINT. The parameters to be found in the
XML file are mainly selfexplicatory by its names.
In the sub area ‘quick dial’ of the area ‚dial’ you have to state your
favored style for the buttons of the quick dial buttons row beside ‚style’.
Depending on whether you want to have many buttons in view at the same time or
for you are enough a few you choose a suitable style.
If you want to be offered more buttons than about preset style, you must
renounce information like the picture or the number category.
Also for in their vision limited persons there are styles with big
writing to choice.
(To make your choice use the opposite arrows on the right outside
beside the text field for ‚style’. Position the cursor of the mouse about one
of the arrows and press the left mouse key once to move either forward or
backward in the list of the alternative button styles. If the name of the
desired style appears in the text field ‚style’, please, go with the arrow of
the mouse on the named entry and press the left mouse key once. Now the name of
the entry is shown inverted. Therefore you have selected this.)
Examples of alternative styles:
|
|
NO_IMAGES_SMALL_BLUE
|
|
|
Default setting if no style is
selected
|
|
|
NOIMG_NOCAT_TXT_BIG
|
|
|
IMAGE_SMALL
|
ActiPOINT
offers to the better recognition of a contact the possibility to assign a phone
number a picture or symbol. By default you have the small choice in predefined
pictures.
To combine
a contact with his portrait, ActiPOINT makes available a simple method to extend the
contained picture trunk with your own pictures.
Wish to
integrate an own, personal picture or symbol, you need an image in the .bmp
format. This should own the graphic resolution of 100 pixels * 52 pixels, or
have a similar resolution with the same side relation. Go forward gradually as
follows:
1. Copy the image in your personal
user's directory. If your Login name is Anke, you would find your user's
directory under the path ‘c:\Documents and Preferences\Anke'.
(Instead of the drive letter c: used here,
can in another computer, e.g., e: are used. This drive letter stand for the
installation disk drive partition of your operating system (e.g., Windows XP).
You can ascertain the installation disk drive letter of your operating system,
while you look for the directory \Windows or \Winnt.)
Alternatively you can copy your picture file
also in the directory \Images. This is to be found within the installation
directory of ActiPOINT. Nevertheless,
in contrast to the above example these pictures are available for all users of
the system.
2. Rename your picture file. Give it
one name which is beginning with the ActiPOINT program name ‘ActiPOINT’ and is concluded by maximum 11 letters of your
choice.
3. To use your picture, give in the
input field of the contact dialog only the maximum 11 letters you have chosen.
ActiPOINT
offers a comprehensive overview about the telephone communication with your
contacts. Phone calls are automatically assigned to your contacts. You can also
see afterwards and far handing back the arrangements with e.g. your plumber.
The
concept Contacts summarizes friends, acquaintances and colleagues etc. To
handle effective with ActiPOINT, you should put on at least your most
important friends, acquaintances and colleagues or also your craftsmen,
suppliers and customers as a contact in ActiPOINT.
Picture 10: Main window, index card ‚CONTACTS’
In the screenshot above you see on the index card ‚CONTACTS’ all
contacts in list representation. It offers below the list representation the
buttons DELETE,MODIFY and ADD. These buttons serve the management of contacts.
How you do information to your contacts, add them or also remove them
you find in the following chapters.
Ading a
new contact is initiated using the button ADD
on the index card ‚CONTACT’. Press this button and the following dialog
appears:
Picture 11: Dialog ‚CONTACT’ (without details)
Also all
contacts are identified by their given name, surname and their company. On this
occasion, it is enough to do at least one of these three information. Thus,
e.g., only the name your company.
Beside ‚given name’ you give in the input field the given name of your
contact. On the right beside surname, please give the contact surname.
(Go with the cursor of the mouse on the right finding input field.
Press the left mouse key once. Give the desired name with the help of the
keyboard.)
Beside ‚company’ you give in the input field
the name of the company.
(Go with the cursor of the mouse on the
right finding input field. Press the left mouse key once. Give the desired name
with the help of the keyboard.)
To assign coming in phone calls of a contact to
his contact data, you must add at least one phone number of the contact.
After you have effected all accompanying
information to the phone number, please use the Button ADD in the area ‚NUMBER’ below the text
field for the phone numbers-category.
Tip :
The new information is taken over permanently when you use the button >> ADD or >> MODIFY which is to be found in
the right middle of the dialog ‚CONTACT’. This method allows you, to carry out
only all inputs and possible corrections, before they are taken over finally.
In the area ‚NUMBER’ you giv in the input field
on the right beside ‚number’ the phone number of your contact. Should your
contact to be found in the same city or region like you and you have given your
area code in the settings, please, leave out the local prefix for your contact.
If your contact resides in another place, please, give the phone number with the
entire local prefix.
(Go with the cursor of the mouse on the
right beside ‚number’ finding input field. Press the left mouse key once. Give
the desired number with the help of the keyboard.)
Please,
assign to the phone number a suitable category. Below ‚number’ you find the
name ‚category’. Select on the right of it one of the following categories:
|
OFFICE
|
The phone numbers
which are planned for the business communication. Company numbers
|
|
PRIVATE
|
The phone numbers
which are used exclusively in the private area.
|
|
OFFICE_MOBILE
|
Mobile-phone
numbers or also car-phone numbers which are used in the business
communication.
|
|
PRIVATE_MOBILE
|
Exclusively
privately used mobile numbers are to be provided with this category.
|
|
OFFICE_FAX
|
See OFFICE ! –
limits, indeed, to fax communication
|
|
PRIVATE_FAX
|
See PRIVAT ! -
limits, indeed, to fax communication
|
|
OFFICE_VoIP
|
Numbers reserved
for the communication over VoIP (Voice over Internet Protocol)
in the business dealings.
|
|
PRIVATE_VoIP
|
VoIP numbers for
the private use get this category.
|
|
UNSPEZIFIED
|
It should not be
given away. If at all a phone number should be assigned to one of the other
possible categories
|
(The
choice occurs, while you use the down pointing arrow on the right beside the
text field for‚category’. Position the cursor of the mouse on this arrow and
press the left mouse once. The text field automatically extends its size and
indicates a list of the available categories. Please, go with the cursor of the
mouse on the name of the desired number category and click once the left mouse
key. Now the name is shown inverted. Therefore you have selected this.)
Hint :
The numbers which are categorized as OFFICE_VoIP or PRIVATE_VoIP, do not
become dialed. These categories were introduced to the use of potentially coming application-extensions.
You have
the possibility to assign a precast picture or symbol contained in ActiPOINT to every contact. Alternatively you
can also integrate your own or foreign pictures. An own chapter intends the
documentation for this integration.
In the
field on the left beside ‚image’ you can give a picture representing number or
a name of a picture integrated by you.
In the
following some examples of the pictures contained in ActiPOINT and its representing numbers:
(Go
with the cursor of the mouse on the right beside ‚image’ finding input field.
Press the left mouse once. Give the desired number or name with the help of the
keyboard.)
If you
want in future to use the quick dial for this number choose the option ‚quick
dial’. If you selected this option the chosen number representing picture is
found in the quick dial row on the main window.
(Please,
lead the cursor of the mouse on the small unfilled square on the left beside
‚quick dial’. Press the left mouse key unique to select this option. There
appears a small filled square.)
In the
area ‚number’ you find the option ‚number is active’ at disposal. As a rule
this option should be selected. If you want to add a number, nevertheless, only
to the view to the contact without ActiPOINT reacts later to this number, this option may
not be selected.
(Please,
lead the cursor of the mouse on the small unfilled square on the left beside
‚number is active’. Press the left mouse key once to select this option. There
appears a small filled square. Another activity takes back the choice.)
To change
the category or/and other attributes of an already available phone number,
please, select this number in that phone numbers-list to be found on the dialog
"CONTACT" on top to the left.
Go forward
basically like under the chapter ‚Add a phone number’.
Please,
select the phone number planned for the deletion in the numbers-list to be
found on the dialog "CONTACT" on top to the left. Operate the button >DELETE<.
Tip :
The change is taken over permanently when you use the button >> ADD or >> MODIFY, which is to be found in
the right middle of the dialog ‚CONTACT’.
The input
field below ‚note’ permits you to give the contact concerning information. You
can type in here, e.g., the characteristics, the hobbies and maybe the birthday
of the contact.
(Go
with the cursor of the mouse on this below finding input field ‚note’. Press
the left mouse key once within the input field. Give the desired note with the
help of the keyboard.)
See the
tip of the chapter ‚Delete a phone number’.
Please, select the desired phone number in the
numbers-list to be found on the dialog "CONTACT" on top to the left.
In the area ‚DIAL’ of the contact dialog you find either an empty rounded frame
or one which is filled with the phone number representing picture. On the left
of this frame is found the 90 degrees rotated inscription ‚DIAL’. Click on the
empty frame or on the picture and ActiPOINT initiate the dial out of the selected phone number.
If you use
the vertical button DETAILS>>>
on the right side of the dialog ‚contact’ then you receive access to the
detailed data of a contact. Press this button and the dialog extends its size
as follows:
Picture 12: Dialog "CONTACT" (with
details)
Tip :
The change is taken over permanently when you use the button >> ADD or >> MODIFY, which is to be found in
the right middle of the dialog ‚CONTACT’.
Beside
‚salutation’ you give the freely eligible salutation suitable for this contact.
(Go
with the cursor of the mouse on the right beside ‚salutation’ finding input
field. Press the left mouse key once. Give the desired salutation with the help
of the keyboard. Or you use the down pointing arrow on the right beside the
text field for‚salutation’. Position the cursor of the mouse on this arrow and
press the left mouse once. The text field automatically extends its size and
indicates a list of the available entries. Choose one, please.)
Beside
‚profession’ you give the profession of the contact. The job title is freely
eligible.
(Go
with the cursor of the mouse on the right finding input field. Press the left
mouse key once. Give the desired name with the help of the keyboard.)
Below
‚EMAIL’ of the area ‚EMAIL addresses’ you give the email address desired by
you. After you pushed the key Return the new email address of has been added to
the addresses list. The addresses list is shown if you press the down pointing
arrow on the right beside.
Select
below ‚EMAIL’ the email address to be deleted. Next one you use the button DELETE which is to be found directly
super half of the input field. Now the email address is deleted permanently.
(The
choice occurs, while you use the down pointing arrow on the right beside the
text field for‚EMail’. Position the cursor of the mouse on this arrow and press
the left mouse once. The text field automatically extends its size and
indicates a list of the available addresses. Please, go with the cursor of the
mouse on the desired entry and click once the left mouse key. Now the name is
shown inverted. Therefore you have selected this.)
Below ‚URL' of the area ‚web sites’ you give
the URL of the site desired by you. After you pressed the key Return the new
web site has been added to the sites list. The list is shown if you press the
down pointing arrow on the right beside.
Select
below ‚URL’ the web site to be deleted. Next one you use the button DELETE which is to be found directly
super half of the input field. Now the web site is deleted permanently.
(The
choice occurs, while you use the down pointing arrow on the right beside the
text field for‚URL’. Position the cursor of the mouse on this arrow and press
the left mouse once. The text field automatically extends its size and
indicates a list of the available sites. Please, go with the cursor of the
mouse on the desired entry and click once the left mouse key. Now the name is
shown inverted. Therefore you have selected this.)
In the area ‚addresses’ is found on top the
field ‚category’. Choose an address category from this address list to add or
to change. Every category corresponds to an address. The following categories
and with it also addresses are available to you:
|
OFFICE
|
Company address of the contact. At least an address
which is planned for the business communication.
|
|
PRIVAT
|
Privately address of the contact.
|
|
DIVERSE
|
An alternative address which can be described, e.g.,
in the note to the address
|
After the choice of the category appears, if
available, the information done for this address in the other input fields of
the area ‚addresses’.
(The
choice occurs, while you use the down pointing arrow on the right beside the
text field for‚category’. Position the cursor of the mouse on this arrow and
press the left mouse button once. The text field automatically extends its size
and indicates a list of the available categories. Please, go with the cursor of
the mouse on the desired entry and click once the left mouse key. Now the name
is shown inverted. Therefore you have selected this category.)
Modify or add information to the city, street
and land. Provide the address by wish with a note.
In the
main window you see on the index card index ‚CONTACT’ all contacts in list
representation. Below the list representation is to find the button DELETE. Mark a contact in the list
representation and use this button.
In the
middle of the contact dialog the button DELETE
< is found. Use this button for the permanently deletion of the
actually contact.
In the
main window you see on the index card ‚CONTACT’ all contacts in list
representation. Below the list representation is the button SEARCH
to find. After push this button the index card changes as follows:
Picture 13: Main window cutting , index card
‚CONTACTS’, search
The
contact list becomes shorter and it appear input fields which serve the search
in the contact list. The result of the search appears as a filtered choice in
the contact list. All not emptied fields are taken into consideration for the
filtering. The most manifold filter combinations can be formed.
Give parts
of a sentence, word or a number in the suitable field. All contacts which own
this part in spite of his position are indicated. As an example we look for the
contacts which own the word part ‚en' in the surname. The following contacts
with their surnames would shall be still to found in the list:‚Chicken’‚
’Wenner', etc. contacts with the surname ‚Enigma’ would not shall be found in
the list, because the filtering follows capitalization and use of small
letters.
The
majority of the above fields owns the same name as the column headings of the
contact list. These explain themselves and are not described closer.
The field
with the name ‚number’ serves finding a suitable contact by number. All numbers
of a contact are taken into consideration.
About the
area ‚search address’ all contacts which own the given address parts are to be
shown. Contacts which have no address entry are not taken into consideration.
To attain
an overview of all past phone calls it serves a list representation on the
index card ‚phone calls’ of the main window of ActiPOINT.
About the
buttons IN, OUT and ALL
to be found below the list representation the list of the contacts can be
limited only to the come in or gone out phone calls. A click on the button ALL cancels the chosen restrictions.
Picture 14: Main window, index card ‚CALLS’
To get the
data of a past phone call, you have on the main window two possibilities.
Choose in
the list view of the index card ‚CALLS’ a desired phone call entry. Use the
button MODIFY to bring the
suitable phone call dialog to the announcement.
(Go with
the cursor of the mouse on the desired phone call representing line in the list
representation and press once the left mouse key. The line becomes completely
colored. Herewith you have selected them. Go with the cursor on the button MODIFY which is to be found below on the
right and push it.)
As a quick
alternative you have the possibility to receive the suitable phone call dialog
by a double click on the desired line.
(Go with
the cursor of the mouse on the desired phone call representing line in the list
representation and click fast left mouse key twice.)
In both it
cases appears the following dialog:
Picture 15: CALL dialog (incoming phone call)
In any
case, the dialog will hold the date and the time of an incoming phone call. If
the calling party has not transmitted its own phone number no contact can be
assigned to that call. The fields ‚number’ and ‚category’, as well as the
fields ‚surname’, ‘given name’ and‚ ‘company’ are not filled. These data, if
you are known to them afterwards, can be complemented by you.
As a rule
the field ‚number’ shows the phone number of the calling. If no suitable
contact with this phone number could be found, you can complement the entire
name and company about the above dialog.
Tipp :
If you left the phone call dialog using the button OK, all supplements done by you are taken
over. If you want to leave the information of the dialog in its original form,
finish the phone call dialog with CANCEL.
Explanations of application actions are found
in a separate chapter of this documentation.
Special
attention should be dedicated to the note of a phone call. About them
conversation contents as for example arrangements with craftsmen, customers
etc. can be held on.
Complement
the note below ‚note’ at least in brief outlines with the conversation
contents.
If the
caller has transferred his number and is available therefore in the phone call
dialog, you can dial it only with a click.
In the
left upper corner of the phone call dialog you find either an empty rounded
frame or one with a picture. On the left of this frame you found the 90 degrees
rotated inscription ‚DIAL’. Click on the empty frame or on the picture and ActiPOINT initiate an outgoing call immediately.
In the
main window you see on the index card ‚CALLS’ all calls in list representation.
Below the list representation is the button SEARCH to find. After push
this button the index card changes as follows:
Picture 16: main window, index card ‚CALLS’,
search
The call
list becomes shorter and it appear input fields which serve the search in the
call list. The result of the search appears as a filtered choice in the list.
All not emptied fields are taken into consideration for the filtering. The most
manifold filter combinations can be formed.
Give parts
of a sentence, word or a number in the suitable field. All calls which own this
part in spite of his position are indicated. As an example we look for the
calls which own the word part ‚en' in the surname. The following contacts with
their surnames would shall be still to found in the list:‚Chicken’‚ ’Wenner',
etc. Calls with the surname ‚Enigma’ would not shall be found in the list, because
the filtering follows capitalization and use of small letters.
The
majority of the above fields owns the same name as the column headings of the
call list. These explain themselves and are not described closer.
The fields
‚start’ and ‚end’ earn a closer description. These fields outline to a day a
period. As an example you are looking for a phone call between the beginning
till the middle of September of the last year. Select on the right beside
‚start’ the first September of the last year and for the field ‚end’ a date in
the middle of September of the last year. Exclusively the phone calls which
were led in this period are taken into consideration. To chance to find the
desired phone call rises clearly.
Dial using ActiPOINT
If a dial
was initiated after the methods explained closer below, the phone which you had
determined in the settings as your CTI phone rings at first. As soon as you
take up the receiver, the desired participation is called and is connected with
your CTI phone. All farther behaves like a regularly dialed telephone call.
Tip :
One or other phone arrangement delivers to you after you took up the
receiver usual call sign, but plays to you an internal waiting music or a
‚request to hold’ announcement. This is no false function. If the called takes
up the receiver, you can speak with him immediately.
ActiPOINT
offers an extensive potpourri of possibilities to begin a phone call. All
methods is own that the following dialog appears:
Picture 17: CALL dialog (outgoing phone call)
This
dialog does not differ substantially from the version of the dialog for
incoming phone calls and thus it is not described here closer.
In the
main window a vertical row is found on the left side with individual buttons.
Each of them represents a for the quick dial admitted phone number.
Picture 18: Quick dial row (main window
cutting)
How you
can select a phone number for the use in the quick dial, gets suggested to you
in the chapter ‚management of contacts’.
From the
start the quick dial row is sorted down according to decreasing call frequency.
On top you find the button with the phone number which you have used more than
all other. This order can turn around by pushing the button >>> or <<<.
Wish you
an alphabetical sorted quick dial row you can change this by pushing button A. Z or Z. A. The row is sorted according
to the entire name of the contact as well as according to the company.
To initiate
a telephone call, please click on the desired button from the quick dial row.
As in the
picture „main window, index card ‚CALLS’ “ to be seen below the phone call list
lays the button DIAL. To begin a
telephone call from the phone call list, please, select an entry and use the
button DIAL. The dialog for
outgoing phone calls immediately appears and the dial is initiated
If the
caller delivers his number with the call and is available therefore in the
phone call dialog you can dial the number with a click.
In the
left upper corner of the phone call dialog you find either an empty rounded
frame or one with a picture. On the left of this frame you found the 90 degrees
rotated inscription ‚DIAL’. Click on the empty frame or on the picture and ActiPOINT initiate an outgoing call immediately.
Please
call the contact dialog of the desired interlocutor. Select the desired phone
number in the numbers-list to be found on the dialog "CONTACT" on top
to the left. In the area ‚DIAL’ of the contact dialog you find either an empty
rounded frame or one which is filled with the phone number representing
picture. On the left of this frame is found the 90 degrees rotated inscription
‚DIAL’. Click on the empty frame or on the picture and ActiPOINT initiate the dial out of the
selected phone number.
If you
want to initiate a phone call spontaneously because e.g. the number is known to
you or still no suitable contact could be found in ActiPOINT you can do this in the main window.
There you can find the button MANUAL DIAL
in the right lower corner. Press it once and the following independent dialog
appears:
