APPOINTMENT REMINDER QUICK INSTALLATION GUIDE

Transcription

1 APPOINTMENT REMINDER QUICK INSTALLATION GUIDE

2 Agenda Chapter 1 - Installing and Licensing Appointment Reminder Chapter 2 - Configuring Appointment Reminder Chapter 3 - Configuring PBX

3 Chapter 1 INSTALLING AND LICENSING APPOINTMENT REMINDER

4 Installation System Requirements Panasonic KX-TDE/ NCP/ NS Operating System Windows Server 2008, Windows Server 2012 CPU Intel Core 2 Quad at 2.83 GHz RAM 3 GB HDD 100 GB free disk space

5 Installation Copy the ApptReminder.exe on the Host PC where it will be installed. By running the ApptReminder.exe file you will also install the Poltys SIP IVR application. All you have to do is to follow the installation wizard.

6 Licensing Licensing Appointment Reminder Go to Start All Programs Poltys Poltys IVR menu and choose the Licensing option. The License window displays. Click on Copy button in order to copy the Authentication Key into the clipboard.

7 Licensing Licensing Appointment Reminder (cont d) With the purchase of the product from Poltys, an Activation Code is provided to the Dealer who can use it to activate the license himself or pass it to the end user if the end-user does the licensing Go to the Poltys Licensing Portal and validate the license From any browser go to and enter the Activation Code Enter the Activation Code Enter Activation Code

8 Licensing Licensing Appointment Reminder (cont d) Enter the Server Authentication Key copied from the Licensing configuration window Click on the Get License Button

9 Licensing Licensing Appointment Reminder (cont d) License key is issued Copy the license key

10 Licensing Licensing Appointment Reminder (cont d) Enter the license received in the Enter New License Key field Click on the Validate button to validate the license

11 Installing GSM Modem Installing SMS GSM Modem If you plan to send SMS notifications using a SMS GSM modem, you must connect it to the server host and install it appropriately. Follow the instructions provided in the GSM modem User s Manual. Make sure that the modem is connected to the Appointment Reminder host computer. Test the GSM modem using the manufacturer's modem application. Click on Windows Start button and go to Control Panel Phone and Modem option. The corresponding window displays. Check that your modem is displayed in the list, e.g. ZTE Proprietary USB Modem. Write down the COM number the GSM modem is attached to. You will need this information to configure the modem transmission parameters in Appointment Reminder.

12 Chapter 2 CONFIGURING APPOINTMENT REMINDER

13 Finding Out Local IP Address Find out the network IP address of local host computer and write it down for further reference. 1. Right click on the network icon in the Windows icon tray and select Open Network and Sharing Center 3. Click on Details button 4. Write down the local IP Address for further reference 2. Select Local Area Connection

14 Start Appointment Reminder Config application. Start Config Application

15 Configuring SIP Connection Parameters Appointment Reminder connects to Panasonic PBX via a compact range of SIP Extensions.

16 SIP Parameters Fill in the following parameters in Configuration tab. PBX IP The IP Address of the Panasonic IP-PBX. PBX SIP Port The SIP port of the Panasonic IP-PBX. Local IP The local IP Address of the server. Gateway The IP Address of the gateway in the network. SIP First Extension The first SIP extension number in the compact group used in the PBX for outbound calling. The SIP extension shall match the extension group configured in the IP-PBX. SIP Extensions Count The number of SIP extensions used in the PBX for outbound calling. PBX Type (NS1000/TDE/NCP) The Panasonic PBX type. Field is case sensitive. SIP Register Before (true/false) Toggle ON/OFF the registration of Appointment Reminder SIP extensions before making calls. Field is case sensitive. Retry Count The maximum number of retries to connect to an outbound destination. Retry Time (minutes) The time after which an outbound destination is redialed because it didn t answer or busy. Trunk Selection Prefix The outbound prefix which is dialed to seize a PBX outside trunk. The prefix shall match the one configured in the IP-PBX. Cancel Destination If the customer cancels the appointment, you may provide a destination to be notified in that case. Transfer destination if Cancel Destination Type (CALL/ /SMS) is CALL, e.g In this case, the customer will be transferred to a live agent. Destination address if Cancel Destination Type (CALL/ /SMS) is . In this case, the destination address will receive a notification message. GSM phone number if Cancel Destination Type (CALL/ /SMS) is SMS Cancel Destination Type (CALL/ /SMS) Specify the type the information the Cancel Destination field contains. Field is case sensitive. Click on Apply button for changes to take effect.

17 Configuring Parameters Appointment Reminder can send s to predefined destinations.

18 Parameters Outgoing Server Address The name or the IP address of the SMTP server where you hold a mail account (e.g. smtp.poltys.com). Outgoing Server Port - The SMTP port number used to send s. From Address The address of the current account (e.g. apprem@poltys.com). Use SSL Toggle ON/OFF secure transmission. Field is case sensitive. Server Requires Authentication Toggle ON/OFF the POP3 authentication. Account User The name of the account (e.g. apprem@poltys.com). Account Password The password of the account. Field is case sensitive.

19 Configuring SMS Parameters Appointment Reminder can send SMS text messages to predefined destinations using GSM Modem or SMS Gateways. GSM Modem Parameters SMS Gateway Parameters

20 GSM Modem Parameters COM Port The serial port number the external modem connects, e.g. COM1, COM2, etc. Field is case sensitive. Connection Speed The data connection speed in bits per second. Data Bits The number of data bits used in the data connection. Parity Enable Even/ Odd parity checking. Field is case sensitive. Stop Bits The number of stop bits used in the data connection. Flow Control The protocol flow used in data connection. Response Timeout (s) The time interval in seconds the application waits for a response from the GSM modem.

21 Chapter 3 CONFIGURING PBX

22 Configuring Panasonic IP-PBX Appointment Reminder appliance connects to Panasonic PBX via a compact range of Third party SIP Extensions. Configure the SIP extensions range to be used with Appointment Reminder using Panasonic Maintenance Console. (1) Install the virtual card for Poltys appliance (Third Party SIP Extensions) Select V-SIPEXT32 card on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot -> Virtual menu) 1. Select V-SIPEXT32 2. Specify the number of cards to be used.

23 Configuring Panasonic IP-PBX (2) Select a Registration mode for Poltys appliance (Third Party SIP Extensions) Select Manual Mode on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot -> Site Property -> Main Tab ) 1. Select Manual

24 Configuring Panasonic IP-PBX (3) Configure the extension settings. Match the Extension Number and the Password on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot -> Port Property of the corresponding V- SIPEXT32 card ) 1. Configure a compact range of SIP extensions. The Password should be Click on Apply button for changes to take effect.

25 Configuring Panasonic IP-PBX (4) Register the Poltys Appliance to the PBX. Only connect the Poltys Appliance to the same network with the PBX. 1. Check that the IP address matches the Poltys Appliance one. (5) Outgoing Calls settings Allow the SIP extensions to make outbound calls.

26 THANK YOU!