Ct Outlook User Guide

download Ct Outlook User Guide

of 28

Transcript of Ct Outlook User Guide

  • 8/2/2019 Ct Outlook User Guide

    1/28

    BUSINESS COMMUNICATIONS MANAGEMENT

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    USER GUIDE

    SOFTWARE VERSION 6.0 SP4

    DOCUMENT VERSION 1.1 (9.1.2009)

  • 8/2/2019 Ct Outlook User Guide

    2/28

    COPYRIGHT

    Copyright 2009 SAP AG. All rights reserved.

    No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.

    The information contained herein may be changed without prior notice.

    Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

    Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

    IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries,

    zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, OpenPower and PowerPC are

    trademarks or registered trademarks of IBM Corporation.

    Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in

    the United States and/or other countries.

    Oracle is a registered trademark of Oracle Corporation.

    UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

    Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix

    Systems, Inc.

    HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute

    of Technology.

    Java is a registered trademark of Sun Microsystems, Inc.

    JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

    MaxDB is a trademark of MySQL AB, Sweden.

    SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their

    respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other

    product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves

    informational purposes only. National product specifications may vary.

    These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group")

    for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissionswith respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty

    statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

  • 8/2/2019 Ct Outlook User Guide

    3/28

    i

    USER GUIDETABLE OF CONTENTS

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    TABLE OF CONTENTS

    1. Introduction....................................................................................................................................................... 1

    2. Usage................................................................................................................................................................... 3

    2.1. Configuring settings ................................................................................................................ 4

    2.2. Using offline and online modes............................................................................................... 7

    2.3. Using calling functions ............................................................................................................ 8

    2.4. Entering DTMF digits during active calls ............................................................................... 9

    2.5. Creating and viewing call history (MS Outlook Journal) ..................................................... 10

    2.6. Using availability information functions............................................................................... 12

    2.7. Opening and using CDT application ..................................................................................... 15

    2.8. Troubleshooting..................................................................................................................... 16

    3. Glossary............................................................................................................................................................ 19

  • 8/2/2019 Ct Outlook User Guide

    4/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOKii

    USER GUIDETABLE OF CONTENTS

    9.1.2009

  • 8/2/2019 Ct Outlook User Guide

    5/28

    1

    USER GUIDE1. INTRODUCTION

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    1. INTRODUCTION

    This guide describes a separately available extension application which makes it possible to use

    some phone and availability functions in the Microsoft Office Outlook 2003/2007 application.

    Using this extension application requires that CT Outlook and the Terminalcomponent have been

    installed on your workstation.It is recommended that administrators install and configure these by

    using the MS Windows Group Policy administration tool. See the Client Workstation Installation

    Guide document.

    Some of the functions described in this guide may not be implemented in your system, or you may

    not have permission to use some of the functions. Furthermore, your system may include separately

    implemented customer-specific features that this guide does not cover. Contact the supplier or

    administrator for further information.

    ITEM MARKING EXAMPLE

    Proper nouns Italic Microsoft Windows

    Various user interface items (such

    as buttons, menus, submenus,

    dialog windows, tabs, and sheets)

    Italic Click the Update button.

    Select Start > Programs > Internet Explorer.

    Paths and directories Italic By default the file is located in the following

    directory: C:\Documents.

    Values and variables Italic Replace thexyzvalue with the 123 value.

    Code examples Courier font

    Some functions Bold You can use the Find and replace function forsearching items.

    Terminology Bold italic By default clickingrefers to the left mouse

    button.

    CAUTION: The software users (service providers and end-users) are fully responsible for making sure that theservices provided using this software do not violate or are not used against local legislation. The software users must

    acknowledge that the software collects identification data for enabling the services and their invoicing, security and

    troubleshooting, protecting the services against misuse and misappropriation, and further improvement of the software

    and services, and assume the full responsibility for the use of the collected data.

    Conventions

    CAUTION: This is an important caution.

    NOTE: This is a necessary note.

    run if xyz = 123

  • 8/2/2019 Ct Outlook User Guide

    6/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK2

    USER GUIDE1. INTRODUCTION

    9.1.2009

    HINT: This is a helpful hint.

  • 8/2/2019 Ct Outlook User Guide

    7/28

    3

    USER GUIDE2. USAGE

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    2. USAGE

    There are two different ways to use CT Outlook.You can have phone and availability functions or

    only availability functions. The functions you have are defined by administrators (a setting in theUser Administratorapplication).

    If the extension application, with phone and availability functions, is installed on your workstation,

    the following special toolbar appears:

    You can use the calling functions either by clicking the buttons, or when the cursor is focused on the

    toolbar, you can use the tabulator andEnterkeys. For example, when there is an inbound call and

    you want to answer it, press the tabulator key until theAnswerbutton is selected and press theEnter

    key. Or, you can place the cursor on theAnswerbutton and click it.

    The status field on the right-hand side displays various messages related to the application status and

    usage. It shows the last event but when you place the cursor on the status bar, the tooltip shows a

    maximum of five earlier events.

    The following sections describe how to use the extension application:

    2.1. Configuring settings (page 4)

    2.2. Using offline and online modes (page 7)

  • 8/2/2019 Ct Outlook User Guide

    8/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK4

    USER GUIDE2.1. CONFIGURING SETTINGS

    9.1.2009

    2.3. Using calling functions (page 8)

    2.4. Entering DTMF digits during active calls (page 9)

    2.5. Creating and viewing call history (MS Outlook Journal) (page 10)

    2.6. Using availability information functions (page 12)

    2.7. Opening and using CDT application (page 15)

    2.8. Troubleshooting (page 16)

    2.1. CONFIGURING SETTINGS

    NOTE: It is recommended that administrators install and configure the application by using the MS Windows GroupPolicyadministration tool, but you may also be allowed to configure all settings. Follow the possible company-wide

    instructions for using the application.

    Login

    NOTE: You may need to change your password due to password policies. Log on to the Communication Desktopapplication to change it.

    When you log in to CT Outlook, it asks for username for your user account and password.

    If your login fails and you need the host address and port, contact your system administrator.

    The toolbar has the Settings button for opening the configuration dialog window.

  • 8/2/2019 Ct Outlook User Guide

    9/28

    5

    USER GUIDE2.1. CONFIGURING SETTINGS

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    General

    Use the tab for viewing or configuring the following settings:

    Username => The username for your user account.

    Host address => Your host address and port.

    Language => The user interface language. The application is officially supported in English

    (the default value), Finnish, German, Polish, Russian, Italian, French, Spanish and Swedish.

    Use appointment subject=> See the section 2.6. Using availability information functions

    (page 12).

    Default profile/Use previous profile automatically => See the section 2.6. Using availability

    information functions (page 12).

    Audio

    Use the tab for viewing or configuring the following settings:

    Audio/Microphone/Ringing tone => The audio devices for incoming voice, outgoing voice

    and the ringing tone. The drop-down menus list all devices activated for your workstation.

    Volume => Opens the dialog window for adjusting volume and viewing detailed data flow

    information about the active call. See the Communication Desktop (CDT) User Guidedocument for further information about the dialog window.

    Ringing tone (personal) => The ringing tone assigned to your calls. If the field is empty, the

    software uses theRingIn.wav file (from the %TEMP% directory). You can define an optional

    personal ringing tone in the following way:

    Create a personal WAV file (PCM 8,000 kHz; 16 Bit; Mono). The file should include

    the actual sound and a short silence (half a second).

    Save it into a workstation-specific directory (for example C:\\)

    or a shared directory (\\\\).

    Enter the path and name of the file into the field and save the settings.

  • 8/2/2019 Ct Outlook User Guide

    10/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK6

    USER GUIDE2.1. CONFIGURING SETTINGS

    9.1.2009

    The settings are independent of the corresponding CDT settings which take effect immediately

    when you open the CDT application. See the section 2.7. Opening and using CDT application

    (page 15).

    Phone

    Use the tab for viewing or configuring the following settings:

    Visible A number=> Your personal extension number. You cannot change the value, as it is

    saved to the registry in encrypted format.

    Save as journal entry => See the section 2.5. Creating and viewing call history (MS

    Outlook Journal) (page 10).

    Keypad layout=> The options for viewing and modifying the keypad layout in the handset.

    You can assign the buttons to the following functions:

    Dial=> Initiates a call to the number entered into the destination field.

    Redial=> Initiates a call to the previous destination number.

    Volume +/- => Turns the volume up or down by 10 percent.

    Hang up => Ends the active call.

    The keypad layout then shows the buttons you press on your handset.

    The settings are independent of the corresponding CDT settings which take effect immediately

    when you open the CDT application. See the section 2.7. Opening and using CDT application

    (page 15).

  • 8/2/2019 Ct Outlook User Guide

    11/28

    7

    USER GUIDE2.2. USING OFFLINE AND ONLINE MODES

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    About

    Use the tab for viewing information about the application.

    2.2. USING OFFLINE AND ONLINE MODES

    The toolbar has a dynamic button for switching between the offline and online modes. When the

    extension application is activated, the button that displays the offline/online modes is Offline and the

    status field displays the textPhone ready for use. When the application is in the offline mode, the

    button displays Online and the status field displays the textPhone in offline mode.

  • 8/2/2019 Ct Outlook User Guide

    12/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK8

    USER GUIDE2.3. USING CALLING FUNCTIONS

    9.1.2009

    When you are in the offline mode this extension application is deactivated temporarily and your

    inbound calls are treated in the same way as when you are logged out of the system. When you are

    logged out, your personal inbound calls are forwarded by using the selected PRS profile or your

    user-specific call forwarding number. The call forwarding number is defined in the Communication

    Desktop (CDT) application or in the User Administratorapplication.

    When you open the application, it remembers the mode you have previously used. However, it

    enters the offline mode automatically in the following cases:

    The connection to the server is lost.

    The network connections are not working properly.

    The login process fails.

    You open the CDT application via this application.

    You must always return to the online mode manually by clicking the Online/Offline button.

    The offline mode may be useful when you are working remotely and network connections are not

    working properly. For example, when you use a laptop computer and a docking station, occasionally

    the connection to the server may be lost temporarily. The automatic offline mode helps to recover

    from this kind of situations.

    2.3. USING CALLING FUNCTIONS

    The toolbar has a destination field and the following calling buttons: Call,Answer,Hang up, and

    Transfer.

    Using destination field

    You can enter a number directly into the destination field or transfer it from the MS Office Outlook

    contact list. Select a contact and click the appropriate number. The number is transferred to the

    destination field.

    If you want to transfer the previous destination number to the field, click the Callbutton when

    the field is empty.

    If you fail to answer a call, the field displays the source number for the missed call.

  • 8/2/2019 Ct Outlook User Guide

    13/28

    9

    USER GUIDE2.4. ENTERING DTMF DIGITS DURING ACTIVE CALLS

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    If you use a handset and enter the number into the destination field before lifting the receiver, the

    number disappears from the field. You must either initiate the call before lifting the receiver or use

    the handset keys for dialling.

    Making outbound calls

    If you use a headset, enter the number into the destination field. Press theEnterkey on your

    keyboard or click the Callbutton.

    If you use an on-hook/off-hook handset, make calls in either of the following ways:

    Lift the receiver and use the keys in the handset for entering the number and initiating the call.

    Enter the B number into the destination field. Press theEnterkey on your keyboard or click

    the Callbutton. Lift the receiver when the call has been initiated.

    Answering inbound calls

    If you use a headset, press theEnterkey on your keyboard or click theAnswerbutton.

    If you use an on-hook/off-hook handset, lift the receiver. If the receiver is not in its place, you must

    use theEnterkey or theAnswerbutton when there is an inbound call.

    Ending calls

    Click theHang up button.

    Rejecting inbound calls

    Click theHang up button.

    Transferring calls (blind transfer)

    You can transfer an active call to another number. In that case you do not know whether a

    transferred call is answered or not.

    Enter the number of the second party into the destination field and click the Transferbutton.

    2.4. ENTERING DTMF DIGITS DURING ACTIVE CALLS

    NOTE: You cannot use the numeric keypad for dialling or entering other numbers.

    The toolbar has theKeypadbutton for opening the numeric keypad window that is used for entering

    DTMF (dual tone multi-frequency) digits during an active call.

  • 8/2/2019 Ct Outlook User Guide

    14/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK10

    USER GUIDE2.5. CREATING AND VIEWING CALL HISTORY (MS OUTLOOK JOURNAL)

    9.1.2009

    For example, when an IVR (Interactive Voice Response) system answers your outbound call, you

    cannot use your keyboard for entering the required information as the keyboard does not generate

    the required signals that the IVR system understands.

    You can generate these signals by clicking the buttons in the keypad window. You can also click the

    field at the top of the character buttons and then enter these characters using the keyboard of the

    workstation.

    2.5. CREATING AND VIEWING CALL HISTORY (MS OUTLOOK JOURNAL)

    If the Save as journal entry option in the configuration dialog window is selected outbound, inbound

    and missed calls are saved as journal entries.

  • 8/2/2019 Ct Outlook User Guide

    15/28

    11

    USER GUIDE2.5. CREATING AND VIEWING CALL HISTORY (MS OUTLOOK JOURNAL)

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    Open the MS Office Outlook Journalview to view or modify your call history.

  • 8/2/2019 Ct Outlook User Guide

    16/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK12

    USER GUIDE2.6. USING AVAILABILITY INFORMATION FUNCTIONS

    9.1.2009

    2.6. USING AVAILABILITY INFORMATION FUNCTIONS

    PRS (Personal Reachability Services) profiles are related to the availability information functions

    (absences and presences). A profile defines how your inbound calls are handled in the followingsituations:

    You are able to answer. This is considered to be the default situation.

    You are not able to answer (you are busy).

    You fail to answer unintentionally or on purpose.

    You are logged out.

    When you use profiles, your colleagues get up-to-date information about your availability. See the

    Communication Desktop (CDT) User Guide document for further information.

    You can use the PRS profiles in two different ways in this extension application:

    Activate a profile that matches your current situation.

    Assign a profile to a calendar appointment.

    Activating profiles

    The toolbar has a drop-down menu for selecting a PRS profile. The selected profile takes effect

    immediately. When you place the cursor on the selected PRS profile, a tooltip displays profile

    information. The menu lists the shared and personal PRS profiles.

    When you activate a PRS profile, your inbound calls are handled accordingly and other users can

    see your up-to-date availability status in the CDT application.

    There is an optional rounding value that affects the duration and the return time. For example, if the

    rounding value for a two-hour absence profile is 10 and you activate the profile at 12:38, the profile

  • 8/2/2019 Ct Outlook User Guide

    17/28

    13

    USER GUIDE2.6. USING AVAILABILITY INFORMATION FUNCTIONS

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    remains active until 14:40. The ~ character in the profile tooltip indicates that rounding is in use in

    the profile.

    Assigning profiles to calendar appointments

    The drop-down menu is available also when you create or modify a calendar appointment.

    You can also use the following options in the configuration dialog window:

    Default profile => This profile is automatically selected when you open an appointment.

  • 8/2/2019 Ct Outlook User Guide

    18/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK14

    USER GUIDE2.6. USING AVAILABILITY INFORMATION FUNCTIONS

    9.1.2009

    Use previous profile automatically => The profile you have used in the previous appointment

    is automatically selected when you open an appointment.

    Use appointment subject=> The subject of the appointment is transferred to theAdditional

    info field in the CDT application.

    When you save the appointment, a corresponding absence or presence is created in the CDT

    application. When you receive a meeting request, an absence or presence is created from it only if

    you select a PRS profile before you accept the meeting request.

    Select thePrivate option in the appointment dialog window if you want to hide the actual subject

    and display only thePrivate value in the CDT application.

  • 8/2/2019 Ct Outlook User Guide

    19/28

    15

    USER GUIDE2.7. OPENING AND USING CDT APPLICATION

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    Even though you can drag and drop the appointment in the calendar view to change the starting

    time, the availability information may not be updated correctly. Therefore, it is recommended to

    open the appointment and use the drop-down menus for modifying the starting and ending times.

    2.7. OPENING AND USING CDT APPLICATION

    CAUTION: If the extension application is in use, you should always open the MS Office Outlookapplication beforethe CDT application. Otherwise the activation-deactivation procedure fails and the software components cannot handle

    the call traffic in an appropriate way.

    The toolbar has a button for opening the Communication Desktop (CDT) application.

    Limitations

    You cannot use the CDT application and this extension application simultaneously:

    This application is deactivated (it enters the offline mode) automatically when you open the

    CDT application by using the CDTbutton, the HTTP address, or a shortcut icon.

    When you close the CDT application, you must return to the online mode manually by

    clicking the Online/Offline button.

    If you open the CDT application when you have an active call in the extension application, the call

    is disconnected.

    Directory view and calling functions in the CDT application

    Administrators define whether you have rights to access the CDT application and what CDT

    functions you can use (the settings in the User Administrator application).

    The rights for the calling functions in the CDT application have the following effect:

    You have no rights => You cannot access the phone view. Only the directory view appears

    when you open the CDT application, but you can use the calling functions in the pop-up

    menus in the directory view.

    You have rights => You can decide whether you want to open the phone view or not. If the

    Confirmation (phone view) option in the CDT settings is not selected, the phone view appears

    always when you open the CDT application via this application.

  • 8/2/2019 Ct Outlook User Guide

    20/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK16

    USER GUIDE2.8. TROUBLESHOOTING

    9.1.2009

    2.8. TROUBLESHOOTING

    Administrators can use the CTOutlook_YYYYMMDD.log file (for example,

    CTOutlook_20080905.log) for troubleshooting purposes. It is created into the %TEMP% directory

    on each workstation.

    If you have problems during the login or when you use the application, contact the administrator for

    further information. The reason may be one of the following:

    You are using a MS Office Outlookversion that is too old or the application is not up to date.

    See the appropriate third-party documentation.

    The extension application is not installed or configured correctly.

  • 8/2/2019 Ct Outlook User Guide

    21/28

    17

    USER GUIDE2.8. TROUBLESHOOTING

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    If your settings are invalid or insufficient, an error message may appear or the

    application may enter the offline mode.

    It is recommended that administrators install and configure the application by using the

    MS Windows Group Policy administration tool, but you may also be allowed toconfigure all settings. Follow the possible company-wide instructions for using the

    application.

    See the section 2.1. Configuring settings (page 4), the section 2.2. Using offline and

    online modes (page 7) and the Client Workstation Installation Guide document.

    The requiredActiveXcomponents (Terminaland MCTABUFF) are not installed on your

    workstation or the versions are too old.

    Your audio device is not supported. Contact the supplier for information about the supported

    devices.

    You do not have appropriate user rights. For example, you may have rights to use only the

    availability functions. See the User Administration Guide document.

    Administrators have not defined the PRS profiles correctly or instructed you how to use them.

    See the Communication Desktop (CDT) User Guide document.

    You are logged in to the Communication Desktop (CDT) application when you open the MS

    Office Outlook 2003/2007application. If the extension application is in use, you should

    always open the MS Office Outlookapplication before the CDT application. Otherwise the

    activation-deactivation procedure fails and the software components cannot handle the call

    traffic in an appropriate way. See the section 2.7. Opening and using CDT application

    (page 15).

    You have logged in to the CDT application from another workstation with the same

    username. If you use the applications from separate workstations, the extension application

    may fail to function.

    You have closed the MS Office Outlookapplication and have tried to open it again before the

    previous Outlookprocess has been ended. Also, the process related to the Terminal ActiveX

    component may still be running.

  • 8/2/2019 Ct Outlook User Guide

    22/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK18

    USER GUIDE2.8. TROUBLESHOOTING

    9.1.2009

  • 8/2/2019 Ct Outlook User Guide

    23/28

    19

    USER GUIDE3. GLOSSARY

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    3. GLOSSARY

    ABBREVIATION (TERM) DESCRIPTION OR SYNONYM

    3G (third generation) A level of development related to wireless technologies. Thepreceding levels were 1G (included analog standards such as

    FDMA and NMT), 2G (included digital standards such as CDMA

    and GSM), and 2.5G (included the packet-based GPRS standard).

    The 3G standards include UMTS (based on GSM) and WCDMA

    (based on CDMA).

    A number The number where the call or message comes from (the callers

    number or the source number).

    Absence A status in the PRS system when a user is away or not available

    and cannot be reached.

    ADS (Active Director Synchronizer) A service that transfers user accounts from Active Directory to theCEM database.

    Agent A user who handles queue calls and interacts with customers.

    Usually related to contact centers.

    APO (Access Point) One of the databases in the Reporting system, works as an access

    point for operative SQL databases and controls the DTE job.

    ASP (application service provider) An enterprise that provides other enterprises or individuals remote

    access to application programs and services over theInternet.

    Attended transfer A call is transferred to another number only after the person it is

    transferred to answers the phone. The call is put on hold

    automatically, and you can release it and continue if the other partydoes not answer. Compare to the blind transfer method.

    Auto-allocation mode The call queue mode where you automatically get the next inbound

    call from the queues in which you are currently serving as an

    agent. The call is offered to one agent at a time. Compare to the

    hunt group mode.

    Availability information Indicates whether a user is absent or present. Related to PRS

    profiles.

    B number The target of the call or message (the destination number).

    Blind transfer A call is transferred to another number without you knowing

    whether the other party answers or not. Compare to the attended

    transfer method.

    Bridge (H.323 or SIP) A core module for connecting the registered terminal devices and

    the gateways to the CD core module.

    C number The target of the call which is forwarded from the B number.

    Campaign Defines the contents of the outbound call set (such as the

    customers, scripts and special rules) in the Outbound Desktop

    application.

    CD (Call Dispatcher) The core module for low-level call handling.

    CDT (Communication Desktop) An end user application for enterprise telephony systems and

    contact center operations.

  • 8/2/2019 Ct Outlook User Guide

    24/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK20

    USER GUIDE3. GLOSSARY

    9.1.2009

    CEM (Contact Event Manager) The core module for top-level call handling.

    CEM database The system database for call handling.

    Chat, chatting Real-time communication between users using computing devices.

    Chat Server, Chat Portal Server Server components that must be installed in the system if the chat

    channel is used.

    ClientCom The communication interface between the client-level

    applications.

    CMC (Communication Mobile Client) An end user application for mobile phone users.

    Codec (coder/decoder) A module which combines analog-to-digital and digital-to-analog

    conversion.

    Company An external customer or an internal employer in the CPM

    database. Contacts are always linked to one or more companies.Connection Server (CoS) A mandatory server component that carries out communication to

    the end-user interfaces CDT and CMC via a TLS-secured

    connection.

    Contact An external customer or an internal employee in the CPM

    database. When internal user accounts are transferred from the

    CEM database to the CPM database, they are interpreted as

    contacts. Contacts are always linked to one or more companies.

    CPM (Contact Process Manager)

    database

    The system database for managing customer information and

    activities (such as tasks).

    CPM Administrator An administration application related to the CPM database andpredefined outbound call campaigns.

    CT Outlook (Communication Toolbar for

    MS Outlook)

    An extension application which makes it possible to use some

    telephony and availability functions in the MS Office Outlook

    application.

    CTM (Communication Task Management) An end user application related to task management. It is also used

    for creating and maintaining customer data and personal segments.

    Customer In the CPM database: an external company or contact. In the ASP

    system model: a separate subsystem.

    Customizer, customizing file A text file in the CEM server which contains dedicated customer-

    specific values.

    Data Collector A server component that collects reporting and monitoring data.

    Required ifReportingorOnline Monitoringapplications are used.

    DB, db (database) A collection of information which is organized by using predefined

    rules.

    Dialer A module that controls the outbound call sequence, timing and

    agent assignment in the Outbound Desktop application.

    Directory Either a CEM directory defined in the System Administrator

    application, or a segment which is displayed as a contact directory

    in the Communication Desktop (CDT) application.

    ABBREVIATION (TERM) DESCRIPTION OR SYNONYM

  • 8/2/2019 Ct Outlook User Guide

    25/28

    21

    USER GUIDE3. GLOSSARY

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    DSArea (Data Staging Area) One of the databases in the DTE. Related to theReporting

    application.

    DTE (Data Transformation Engineer) A tool that runs the transformation process in theReporting

    application.

    DTMF (dual tone multi-frequency) The signals you generate by pressing the keypad of a traditional

    phone.

    DW (Data warehouse) Information organised in datamarts for effective on-line search.

    Related to theReportingapplication.

    E-mail channel The queue type which is used for receiving and handling e-mail

    messages.

    External agent A user who is logged into the software from an external number

    (mobile or fixed). External agents serve in queues remotely.

    ETC (External Terminal Controller) A core module that translates the protocol used with desk phones

    into a protocol used with softphones. This enables that certain

    CDT functions such as PRS can be used with the desk phones as

    well.

    FBR (Federation Bridge) A core module for interconnecting several BCM systems. Used in

    ASP systems.

    GK (gatekeeper) (H.323 or SIP) A core module for registering the terminal devices to the CD core

    module.

    GUI (graphical user interface) The graphical interface for human-computer interaction (HCI).

    GUIs make it easier to use the software applications compared to

    command-based interfaces.

    GW (gateway) (H.323 or SIP) An external module for connecting the system to an external

    network (usually to the PSTN network).

    H.323, H323 A standard protocol for audio, video, data, internet phone, and

    VoIP transmissions.

    HA (high availability) A system or module which is operational also when uncontrolled

    interruptions occur.

    HAC (High-Availability Controller) An infrastructure application that ensures one of the redundant

    virtual unit instances is running all the time.

    History Database Database for saving data forReportingand Online Monitoring

    applications. It is installed automatically when the CEM Databaseor Reporting Database is installed.

    Hunt group mode The call queue mode where you can pick an inbound call from the

    queues in which you are currently serving at as an agent. The call

    is offered simultaneously to all agents who are logged into the

    queue. Compare to auto-allocation mode.

    IA (Infrastructure Administrator) An administration application for creating the system model, and

    starting and stopping all components of the system.

    IAP (Internet Access Point) The connection server through which the CMC application

    connects to the internet.

    ABBREVIATION (TERM) DESCRIPTION OR SYNONYM

  • 8/2/2019 Ct Outlook User Guide

    26/28

    COMMUNICATION TOOLBAR FOR MS OUTLOOK22

    USER GUIDE3. GLOSSARY

    9.1.2009

    IIS (Internet Information Server) A Microsoftserver product which is used for various web-related

    tasks, such as managing services and sharing information.

    IM (instant message) A short messages sent and delivered using the Communication

    Desktop (CDT) application internally in a BCM system.

    Inbound Incoming (contact events).

    Internal Web Services (IWS) A core server component required for the communication process.

    IP (Internet Protocol) The method and technology for sending data between computers

    on theInternet.

    IP phone A telephone based on IP technology.

    IVR (Interactive Voice Response) A system which supports interaction between the caller and the

    system. For example, the caller may hear a prerecorded prompt

    which instructs them to enter data with the phone keypad.

    LAN (local area network) A group of computing devices which are used over a shared data

    line within a limited geographical area.

    MCTABUFF The core module required for ClientCom integrations and the task

    management integration. ThisActiveXcomponent is installed on a

    client workstation.

    Mobile phone A cellular telephone.

    MRS (Media Routing Server) The core module for playing prompt files. It also converts the RTP

    stream into a WAV file when a caller leaves a voicemail message.

    MSI The file format for Microsoft Windows Installerpackages.

    MTD (Multiterminal Desktop) Functions for defining multiple terminal devices for receivinginbound calls, and for selecting which one of the devices is used

    when making outbound calls. Used in the Communication Desktop

    (CDT) application.

    NAT (Network Address Translation) An IP address used in one network (the inside network) is

    translated to a different IP address known in another network (the

    outside network). Often involves address mapping and firewall

    configuration to improve security.

    OB Desktop (Outbound Desktop) An end user application related to predefined outbound call

    campaigns.

    OLAP On-line analytical processing. Related to theReporting

    application.

    OPER_DIR The default queue for passing personal inbound calls within the

    BCM system

    Outbound Outgoing (contact events).

    PBX (private branch exchange) A traditional corporate telephone system which usually includes

    switchboard hardware.

    PDC (Predictive Dialing Controller) A CEM module which runs the outbound campaigns. Used in the

    Outbound Desktop application.

    Person An external individual in the CPM database.Persons are not

    connected to companies and are usually private persons.

    ABBREVIATION (TERM) DESCRIPTION OR SYNONYM

  • 8/2/2019 Ct Outlook User Guide

    27/28

    23

    USER GUIDE3. GLOSSARY

    COMMUNICATION TOOLBAR FOR MS OUTLOOK

    9.1.2009

    POP (point-of-presence) An internet access point which has a unique IP address and

    provides access to the rest of the Internet.

    Presence A status in the PRS system when a user is free and can be reached.

    Prompt An audio message file in the WAV format.

    PRS (Personal Reachability Services) Functions related to the availability information. The selected PRS

    profile tells other users if you are available or not. Used in the

    Communication Desktop (CDT) application and Communication

    Mobile Client(CMC) application.

    PRS profile An absence, presence or conference profile which defines how

    inbound calls are handled when an appropriate profile is selected.

    PSTN (public switched telephone

    network)

    The collection of interconnected public telephone networks and

    systems.

    Queue routing The rules for offering calls to the agents who are serving in the

    queues in the auto-allocation mode.

    R number The term used for the original external source number (the A

    number) in the following special case: the system is configured to

    display the original number even if the call has been forwarded

    within the system before it is finally forwarded to another external

    number. Normally the system displays the personal extension

    number or the queue number as the source number.

    Reporting An application using data warehouse technology for effective

    reporting.

    Reporting Database Database for saving data for Reportingapplication.

    RTP (Real-time Transport Protocol) A standard protocol for audio, video, data, internet phone, and

    VoIP transmissions.

    SBR (skill-based routing) A queue routing method in the software. The software offers calls

    to the agents who are most suited to take the call.

    Segment A target group which is created in the CPM database and displayed

    as a directory in the CDT or CMC application. It contains persons,

    contacts, and companies. Segments may be company-wide

    (created in the CPM Administratorapplication) or personal

    (created in the CDT or CTM application).

    SIP (Session Initiation Protocol) A standard protocol for audio, video, data, internet phone, andVoIP transmissions.

    SMS (short message service) The method for delivering short messages to mobile phones.

    SOAP (Simple Object Access Protocol) The method which allows an exchange of data between

    applications running on different platforms.

    SQL (Structured Query Language) A programming language used for database queries and updates.

    May also refer to a database server or program.

    SRTP (Secure RTP) Configuration that uses encryption in the RTP signaling.

    ABBREVIATION (TERM) DESCRIPTION OR SYNONYM

  • 8/2/2019 Ct Outlook User Guide

    28/28

    USER GUIDE3. GLOSSARY

    9.1.2009

    SSR (Server-side Recording) Configuration where the recorded files are saved on the server,

    instead of the client workstation. Enables that recording can be

    used for desk phones as well.

    Superior-assistant A role related to special queue functions.

    Switchboard Traditionally hardware (a telephone routing table) for routing and

    connecting calls to other users.

    System Administrator An administration application related to the system data and

    configuration.

    TAPI (Telephony Application

    Programming Interface)

    A programming interface which allows you to make telephone and

    video calls using computers.

    TCP/IP (Transmission Control Protocol/

    Internet Protocol)

    A method and language for sending data between computers on the

    Internet.

    Terminal The core module required for the phone functions in the

    Communication Desktop (CDT) application. ThisActiveX

    component is installed on a client workstation.

    User Administrator An administration application where user accounts and their rights

    are created and maintained.

    ABBREVIATION (TERM) DESCRIPTION OR SYNONYM