Siemens HiPath SimplyPhone manual

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  • Brand: Siemens
  • Product: Assistance programme
  • Model/name: HiPath SimplyPhone
  • Filetype: PDF
  • Available languages: English

Table of Contents

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HiPath
SimplyPhone for Outlook
Version 4.0
Administrator Manual
Page: 2
spadIVZ.fm
A31003-X7140-A100-3-76A9, 02-2006
HiPath SimplyPhone for Outlook 4.0, Administrator Manual 0-1
For internal distribution only Contents
Contents 0
1 Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
1.1 Functional overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
1.2 Program documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
1.3 Fonts and symbols used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
2 Installing SimplyPhone for Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
2.1 Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
2.1.1 Client PC hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
2.1.2 Server PC hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
2.1.3 Client PC software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
2.1.4 Server PC software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
2.1.5 Telephony infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
2.2 Preparing for installation on a client PC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
2.2.1 Preparations for default installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
2.2.1.1 Entering telephony data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
2.2.1.2 Entering a server for partner identification . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
2.2.1.3 Entering a server for paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
2.2.1.4 Specifying data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
2.2.1.5 Preparation complete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
2.2.2 Preparations with multiple locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.2.2.1 Offering a location for selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.2.2.2 Duplicating location-specific data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.2.2.3 Duplicating data source configuration files . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.2.3 Preparations for tie lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.2.4 Preparations for the terminal server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
2.2.5 Assigning lines on the terminal server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
2.2.5.1 Assigning lines for the dialer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
2.2.5.2 Assigning lines for the teambar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
2.2.6 Preparations for licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
2.2.7 Configuring additional data sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16
2.3 Installing the driver and software in a first-party environment . . . . . . . . . . . . . . . . . . 2-20
2.3.1 Installing the TAPI Service Provider driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20
2.3.2 Installing SimplyPhone for Outlook V4.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
2.3.3 Configuring SimplyPhone for Outlook V4.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-22
2.3.4 Starting SimplyPhone for Outlook V4.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
2.4 Installing the driver and software in a third-party environment . . . . . . . . . . . . . . . . . 2-26
2.4.1 Installing the CAP TAPI Service Provider driver . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
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2.4.2 Installing TAPI 120 for HiPath 3000 with LIM module . . . . . . . . . . . . . . . . . . . . . 2-28
2.4.3 Installing SimplyPhone for Outlook V4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-29
2.4.4 Starting SimplyPhone for Outlook V4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30
3 Partner identification service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.1 Importance of installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.2 Configuring a user and mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.2.1 LAN domain controller: Windows 2000 Server/Windows Server 2003 and
Exchange 5.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.2.2 LAN domain controller: Windows 2000 Server/Windows Server 2003 and
Exchange 2000/Exchange 2003. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
3.3 Assigning local rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.3.1 Partner identification service under Windows 2000 Server/Windows Server 2003 3-3
3.4 Installing on a server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
3.4.1 Uninstalling the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
3.4.2 Warnings in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
4 Troubleshooting/FAQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
4.1 Licensing errors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
4.2 No response from SimplyPhone for Outlook component . . . . . . . . . . . . . . . . . . . . . . . 4-1
4.3 Partner identification not working . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
4.4 Calling only possible from personal contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
4.5 Outlook stops responding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
4.6 Increasing performance by deactivating features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
5 Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
5.1 Program architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
5.1.1 Integration with Outlook/Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
5.1.2 Partner identification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
5.1.3 Components and processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
5.2 Configuring telephony data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
5.2.1 Overview of TAPI functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
5.2.2 System requirements for functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
5.2.3 Location data for telephony . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
5.2.4 Configuring the TAPI line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
5.2.5 Configuring tie lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
5.3 Syntax of the ini files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
5.3.1 SP_Inst.ini of the client component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
5.3.2 Client component Locations.ini. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
5.4 Syntax of the registry entries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
5.4.1 Entries under Common\Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
5.4.2 Entries under Common\Settings\Telephony. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19
5.4.3 Entries under Entry\Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21
5.4.4 Entries under Solutions\CallData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23
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5.4.5 Entries under Solutions\CallerIdentification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24
5.4.6 Entries under Solutions\CPhoneOutlook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-27
5.4.7 Entries under Solutions\HLMData. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-30
5.4.8 Entries under Solutions\Teambar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-31
5.4.8.1 Entries under Solutions\Teambar\Member0. . . . . . . . . . . . . . . . . . . . . . . . . 5-31
5.4.8.2 Entries under Solutions\Teambar\MemberN . . . . . . . . . . . . . . . . . . . . . . . . 5-31
5.4.9 Entries under TripleM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32
5.4.10 Entries under Common\LRU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32
5.4.11 Entries under Common\QuickDial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32
5.5 Configuration file syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32
5.5.1 File SPCr_svr.cfg . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32
5.5.2 Data source parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-33
5.5.3 Attribute mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-34
5.6 Command line switch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-34
5.6.1 Setup file switches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-34
5.6.2 Switch for the Dialer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-35
5.6.3 Switch for partner identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-35
5.6.4 Switch for the Inbox Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-35
5.7 Product integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-36
5.7.1 Integration with HiPath ComAssistant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-36
5.7.2 Interaction with Teambase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-36
5.8 List of abbreviations/Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-37
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z-1
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Copyright and Trademarks
Copyright and Trademarks 0
No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in
any form or by any means, mechanical, electronic, photocopying, recording, or otherwise, with-
out prior written permission of Siemens. The software described in this publication is furnished
under a license agreement and may be used only in accordance with the terms of that agree-
ment.
All products named are trademarks or registered trademarks of their respective company.
Copyright © Siemens AG 2006.
All rights reserved. Subject to availability. Right of modification reserved.
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Preface
Functional overview
1 Preface
This chapter provides information on the following topics:
● Functional overview
● Program documentation
● Fonts and symbols used
1.1 Functional overview
SimplyPhone for Outlook is a software package which enhances the functionality of
Microsoft Outlook to include telephony features.
Outlook
Manage and organize:
- contacts
- appointments
- tasks
- e-mails
SimplyPhone for Outlook
Telephony functions such as:
- calling, conferences, toggling, redirecting, calling back
- telephone control with variable key assignment
- minuting calls
- making calls by selecting contact items
- identifying callers
- scheduling call tasks and callback lists
- telephone notes with Outlook mail
- e-mail notification
an so on.
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Program documentation
1.2 Program documentation
The documentation for SimplyPhone for Outlook is available in different formats on the product
CD. Information on the mail client Microsoft Outlook can be found in the online help on Microsoft
Outlook.
The following information sources are available for SimplyPhone for Outlook:
● Installation and Administrator Manual as PDF
This manual contains detailed information on the installation and administration of Simply-
Phone for Outlook and is available as a softbook in electronic format (PDF). You can open
and read it using the free Acrobat Reader software from the "Adobe" Acrobat product fam-
ily.
● Operating Manual as PDF
This manual explains how to use SimplyPhone for Outlook and is available in electronic for-
mat as a softbook (PDF). You can open and read it using the free Acrobat Reader software
from the "Adobe" Acrobat product family.
● Online help
The online help provides explanations covering all areas of the user interface.
1.3 Fonts and symbols used
... the OK button ... Buttons and menus are marked using bold font.
...file localhost.cfg... Files or directories are indicated using courier font.
<Wildcard> Entries or output that may vary according to the specific situa-
tion are enclosed in angle brackets.
>
Notes or recommendations are indicated using this symbol.
7
Warnings that you must consider are indicated using this symbol.
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Installing SimplyPhone for Outlook
2 Installing SimplyPhone for Outlook
This chapter provides information on the following topics:
● requirements in terms of hardware, the platforms, and the telephony infrastructure,
● pre-installation preparations,
● installation in a first-party or third-party environment.
To use SimplyPhone for Outlook features, a TAPI Service Provider for information exchange
must be installed between the computer and telephone. This default interface makes the com-
munication system connected accessible for TAPI-compliant applications (for example, dialer,
SimplyPhone for Outlook) and facilitates PC-based telephony.
TAPI (Telephone Application Programming Interface) is a uniform interface for the international
standard. The TAPI Service Provider is available in first-party and third-party versions.
First-party environment
In TAPI First Party, the telephone is directly connected to your PC (for example, over an adapter
or USB) and is also operated directly from your PC without rerouting via a server. TAPI First
Party therefore enables all applications compatible with Microsoft-TAPI to operate the connect-
ed telephone.
Third-party environment
In TAPI Third Party, the telephone is operated via a central server PC in the network. The server
PC provides the required telephone functionality on every client PC over the LAN. Communi-
cation between server and clients is completely transparent and is conducted over the interfac-
es defined by Microsoft. Microsoft-TAPI-compatible applications and enhanced CTI solutions
(Computer Telephony Integration) can therefore be implemented over the LAN.
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Requirements
2.1 Requirements
2.1.1 Client PC hardware
The SimplyPhone for Outlook software is installed on the client PC.
"Standard user" requirements:
● 800 MHz processor or higher (for Windows 2000)
● 1.5 GHz processor or higher (for Windows XP)
● 512 MB RAM or higher
"Power user" requirements:
● 3.0 GHz processor or higher
● 1.0 GB RAM or higher
2.1.2 Server PC hardware
A server PC is required if you want to centrally administer SimplyPhone for Outlook in the net-
work.
● 800 MHz processor or higher (1.5 GHz or higher recommended)
● 512 MB RAM or higher
● 500 MB free hard disk storage
2.1.3 Client PC software
SimplyPhone for Outlook has the following minimum client PC requirements:
The client is released for the following Microsoft operating systems:
● Windows XP Professional (Service Pack 1a or later)
● Windows XP Home (Service Pack 1 or later)
● Windows 2000 Professional (Service Pack 3 or later)
for operation with the following Microsoft mail clients:
● Outlook 2003
● Outlook XP (Service Pack 2 or later)
● Outlook 2000 (Service Pack 3 or later)
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Installing SimplyPhone for Outlook
Requirements
● Exchange 2003
● Exchange 2000 (Service Pack 3 or later)
● Exchange Version 5.5 (Service Pack 4 or later)
for the terminal server
● Citrix MetaFrame XP
● Microsoft 2003 Terminal Server
● Microsoft 2000 Terminal Server
2.1.4 Server PC software
SimplyPhone for Outlook has the following minimum server PC requirements:
● Windows 2000 Server (Service Pack 3 or later),
● Windows Server 2003
for the partner identification service
The partner identification service is released for:
● Outlook 2000 with CDO
● Outlook 2003 with CDO
● Outlook XP with CDO
● Exchange Admin
● Exchange 2003
● Exchange 2000 (Service Pack 3 or later)
● Exchange Version 5.5 (Service Pack 4 or later)
The server must be located in the same domain as the Exchange Server or in a domain known
to the Exchange Server’s domain.
>
SimplyPhone for Outlook V4.0 does not support any of the following programs:
● an older version of SimplyPhone,
● HiPath Xpressions Outlook Extension (HXOE),
● HiPath Xpressions Extension (HXE),
● the partner identification service,
● cyPHONE
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Requirements
2.1.5 Telephony infrastructure
A TAPI Service Provider that supports TAPI V2.0 (or higher) is required to run SimplyPhone for
Outlook. SimplyPhone for Outlook has been released for use with the following providers:
● 1st Party TAPI
– CallBridge Collection V2.0 (Callbridge TA/TU (CorNet TS) V2.0, CallBridge IP V2.0)
– Callbridge TA/TU (CorNet WP) V2.0
– Callbridge for Desktop V1.45 (CorNet WP Hicom 300 US R6.5, 6,6)
– optiClient 130 V4.0
● 3rd Party TAPI
– HiPath CAP V3.0
– HiPath CAP V2.0
– TAPI 170 V2.0
– TAPI 120 V2.0
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Installing SimplyPhone for Outlook
Requirements
First-party environment
SimplyPhone for Outlook can be operated with the telephones listed in the table. Your system
administrator must have checked and ensured the telephone requirements are met and your
telephone must be correctly configured for the relevant features. Ensure that the telephone is
connected with the appropriate cable and is working.
The TAPI Service Provider driver required depends on the communication system and tele-
phone used. The TAPI Service Provider driver should be installed as indicated in the appropri-
ate installation manual (see also Section 2.3.1, "Installing the TAPI Service Provider driver").
Communication
system
optiPoint 500/410/420
(connection over USB cable or
LAN)*
* A special USB cable (Siemens serial number: S30267-Z360-AS30) is needed for connecting the cli-
ent PC and telephone. The telephone firmware must be MP01.03 or higher.
To check the telephone, press "<" until "Service Menu Key?" appears on the display - press "✔" -
press "<" until "Phone Test?" appears - press "✔" - press "<" until "Software version?" appears - press
"✔" and compare the firmware version (> MP0103).
optiset E with data adapter
(connection over serial V.24 ca-
ble)**
** The version number of the data adapter must be B614-4 or higher.
HiPath 4000 CallBridge TU (CorNet WP) CallBridge TA (CorNet WP)
HiPath 3000/5000 CallBridge Collection CallBridge Collection
Hicom 300 E/H CallBridge for Desktops CallBridge for Desktops
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Requirements
Third-party environment
In a third-party environment, the telephone is operated over a Third Party TAPI driver, such as,
CAP V2.0/3.0 TAPI Service Provider, TAPI 170 V2.0 or TAPI 120 V2.0.
● CAP V2.0/3.0 TAPI Service Provider
When installing CAP V2.0/3.0 TAPI Service Provider, make sure that the administrator is
aware of the following points:
– Storage path for the SimplyPhone for Outlook installation software,
– IP address of the CAP server (you will need this information in Section 2.4.1, "Installing
the CAP TAPI Service Provider driver"),
– SimplyPhone user ID (you will need this information in Section 2.4.4, "Starting Simply-
Phone for Outlook V4.0"),
– Password (you will need this information in Section 2.4.4, "Starting SimplyPhone for
Outlook V4.0").
● TAPI 120 V2.0
Section 2.4.2, "Installing TAPI 120 for HiPath 3000 with LIM module", for example, de-
scribes how to operate SimplyPhone with TAPI 120 V2.0 at a HiPath 3000 with LIM mod-
ule.
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Installing SimplyPhone for Outlook
Preparing for installation on a client PC
2.2 Preparing for installation on a client PC
The following sections describe how to prepare for the client installation of SimplyPhone for
Outlook so that a user can independently install a network server.
2.2.1 Preparations for default installation
First copy the folder
\Software\SimplyPhone for Outlook 4.0
from the CD-ROM to a network folder which can be accessed by the user for installing Simply-
Phone for Outlook.
Make a copy of the file _Locations.ini and name it Locations.ini. The
_Locations.ini file should remain unchanged and be kept as a template.
Disable the write protection on the files SP_Inst.ini and Locations.ini.
The data in the ini files is used to control the installation operation or is transferred to the client
PC as registry entries (see "Syntax of the registry entries").
2.2.1.1 Entering telephony data
Open the Locations.ini file with a text editor to add location-specific data. This data is en-
tered in the client PC’s telephony settings as a new location with the name <UserNumber>.
Locations.ini - [Default] - UserCountry=
Enter the country code, for example, UserCountry=49 for Germany.
Locations.ini - [Default] - UserArea=
Enter the area code, for example, UserArea=89 for Munich.
Locations.ini - [Default] - UserNumber=
Enter the main station number, for example, UserNumber=12345.
Locations.ini - [Default] - UserExternal=
Enter the access code for national calls, for example, UserExternal=0.
Locations.ini - [Default] - UserForeign=
Enter the access code for international calls, for example, UserForeign=0.
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2.2.1.2 Entering a server for partner identification
The file CRIRemote.cfg is used to access data associated with a partner identification ser-
vice.
Use a text editor to open the file CRIRemote.cfg in the folder \SPCr\dbserver to set the
server for partner identification.
CRIRemote.cfg - DBEnv.ServerAddress=$SP_SERVER$:4999
Enter the name or the IP address of the CRI server for $SP_SERVER$. Do not change the port
number (:4999).
Multiple SimplyPhone for Outlook partner identification services
If you want to use more than one partner identification service, the file names of the configura-
tion files must start with CRIRemote.
Example:
CRIRemote_Service1.cfg and CRIRemote_Service2.cfg.
Contents of SPCr_svc.cfg:
CallerIdentServerList=
CRI,CRIRemote_Service1,CRIRemote_Service2
2.2.1.3 Entering a server for paging
In the folder \SPCr\dbserver, open the file
● Ex55.cfg for operation with Exchange 5.5 Server
● Ex2K.cfg for operation with Exchange 2000 Server
● Ex2003.cfg for operation with Exchange 2003 Server
use a text editor to define the server for paging:
[Ex55|Ex2K|Ex2003].cfg - DBEnv.ServerAddress=$SP_SERVER$:[389|3268]
Enter the name or the IP address of the ActiveDirectory server for $SP_SERVER$. Do not
change the port number.
The Exchange Server name from the current profile is used in Outlook 2000, Outlook XP, and
Outlook 2003 which means that no manual change is necessary here.
>
For more information on partner identification, see Chapter 3, "Partner identification
service" and Section 5.6.3, "Switch for partner identification".
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2.2.1.4 Specifying data
Specify the path to the Setup.exe installation program in the configured network folder for us-
ers.
2.2.1.5 Preparation complete
The preparations for installing SimplyPhone for Outlook are now complete.
Please note that the above descriptions only relate to a standard scenario. Additional informa-
tion is provided in subsequent chapters.
>
A TAPI provider must be installed on the client PC so that telephony functions can
be used there.
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2.2.2 Preparations with multiple locations
2.2.2.1 Offering a location for selection
You must remove the standard Default entry in the SP_Inst.ini file to let the user choose
from a selection of multiple locations during installation.
SP_Inst.ini - [GENERAL] - Location=
2.2.2.2 Duplicating location-specific data
Open the Locations.ini file with a text editor, duplicate the entire section (including [De-
fault]) for each location and edit the entries in the duplicated section(s) as described in the
section "Preparations for default installation".
Replace the [Default] name with different location names, which appear as selection op-
tions during installation, for example, [Plant, east], [Plant, west].
Enter the name of the data source configuration file for each location under CRconfigFile=.
Locations.ini - [<Location name>] - CRconfigFile=
The entry (for example, CRconfigFile=MyCompany.cfg) must be available as a file, see
next section.
2.2.2.3 Duplicating data source configuration files
Make a copy of the file SPCr_svc.cfg in the folder \SPCr with the name that you entered un-
der CRconfigFile=, for example, MyCompany.cfg. The file SPCr_svc.cfg should remain
unchanged and be kept as a template.
2.2.3 Preparations for tie lines
If tie lines are used between different locations, the tie line number must be converted into a
number in canonical format. Otherwise, partner identification is not possible for a call that uses
the tie line.
You can do this by opening the Locations.ini file with a text editor and adding the following
parameters.
Locations.ini - [Default] - ShortDial[n]=
Locations.ini - [Default] - ShortDialEx[n]=
>
You will find a detailed description of the other parameters in Section 5.3.1,
"SP_Inst.ini of the client component".
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The tie line number is entered in canonical format in front of the phone number and separated
from it by a semicolon, for example, ShortDial1=96;+49 89 636. The name of the tie line
is then added followed by the country code,
for example, ShortDialEx1=Neuperlach;49.
If there are multiple tie lines for a single location, the inputs are numbered consecutively on en-
try (ShortDial2= ... etc.).
2.2.4 Preparations for the terminal server
The trace file name must be specified in the registry if the trace is active.
The default trace is output to the installation directory with the default name. Multiple versions
of the same output are not permitted as they would cause mutual blocking here. Therefore, we
recommend creating the trace files on a share that is then unique for each user.
The trace files that must be output under
HKEY_Current_User\SOFTWARE\Siemens\SimplyPhone\Common\Settings
are as follows:
– TraceFilename
2.2.5 Assigning lines on the terminal server
CAP TSP lines (with or without fixed authentication) must be configured if Microsoft TAPI is im-
plemented. All necessary lines are configured on the terminal server. However, the operating
system does not allow you to assign specific lines to a particular user.
All of the following settings must be manually entered in the registry by the terminal server ad-
ministrator (or via scripts). These settings have not yet been automated.
2.2.5.1 Assigning lines for the dialer
To prevent users from selecting unauthorized lines, the terminal server administrator can as-
sign lines to users.
HKEY_Current_User\Software\Siemens\SimplyPhone\Entry\Settings
AssignedLine* REG_SZ <Line>
AssignedLine*: * = 0 - Number of assigned lines.
<Line>: Name of the line (as specified in the corresponding TSP configuration dialog).
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Line assignment requirements
● Lines can only be assigned using TAPI.
● At least one key must be available with a value. If this is not the case, line assignment is
deactivated and the user can select all available lines.
● The asterisk * represents numbering in ascending order.
● The process of reading the list is interrupted if a key’s value is empty or if the key * does
not exist.
Examples
Configured lines:
CAP Line 122
CAP Line 123
...
CAP Line 140
AssingnedLine0 = "CAP Line 122"
AssingnedLine1 = "CAP Line 123"
One of these two lines can be selected.
AssingnedLine0 = "" Line assignment deactivated.
AssingnedLine0 = ""
AssingnedLine1 = "CAP Line 123"
Line assignment deactivated.
AssingnedLine0 = "CAP Line 122"
AssingnedLine1 = "CAP Line 123"
AssingnedLine3 = "CAP Line 124"
Only one of the first two lines can be selected.
AssingnedLine0 = "CAP Line 122"
AssingnedLine1 = "CAP Line 123"
AssingnedLine2 = ""
AssingnedLine3 = "CAP Line 124"
Only one of the first two lines can be selected.
AssingnedLine0 = "CAP Line 155"
AssingnedLine1 = "CAP Line 156"
AssingnedLine2 = "CAP Line 124"
Only CAP line 124 can be selected.
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2.2.5.2 Assigning lines for the teambar
To prevent users from selecting lines that are not assigned to their team, the terminal server
administrator can assign team lines to users.
HKEY_Current_User\Software\Siemens\SimplyPhone\Solutions\Team-
bar\Member0
AssignedLine* REG_SZ <Leitung>
AssignedLine*: * = 0 - Number of assigned lines.
<Line>: Name of the line (as specified in the corresponding TSP configuration dialog).
Lines are assigned as described in the previous section.
2.2.6 Preparations for licensing
In SimplyPhone for Outlook V4.0, licensing is performed with HiPath License Management. A
distinction is made during installation as to whether First Party TAPI or Third Party TAPI is in-
volved. The setups are different for these two variants.
When using SimplyPhone at a First Party TAPI (for example, CallBridge Collection V2.0), Hi-
Path License Management is operated in "Remote" mode. When using SimplyPhone at a Third
Party TAPI (for example, CAP V3.0), HiPath License Management is operated in "Floating
Standard" mode. The "Floating Restricted" or "Floating Reserved" modes are not supported.
The following diagram illustrates SimplyPhone licensing in the HLM environment.
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SimplyPhone incorporates the CLC (Customer License Client) component.
The CLA (Customer License Agent) and CLM (Customer License Management) components
in HiPath License Management can be installed on the same client or a server.
CLA controls licensing based on the licenses configured with CLM.
In the case of First Party TAPI, CLA installation is performed as part of the SimplyPhone setup.
This can be blocked, however, with the INI file SP_Inst.ini. This is controlled with the pa-
rameter
InstallCLA = True/False (CLA installation/no CLA installation)
In the case of Third Party TAPI, CLA installation is not performed as part of the SimplyPhone
setup but can be carried out with the INI file SP_Inst.ini. This is controlled with the param-
eter
InstallCLA = True/False (CLA installation/no CLA installation)
When installing the CLA in the course of SimplyPhone setup, the CLA is installed in the folder
Licensing\License Agent under the SimplyPhone installed. The user requires write au-
thorization here to save the license file or the license key. After installation, CLA is automatically
started as a service and appears as the process cla.exe in the Task Manager.
CLM is not installed as part of the SimplyPhone setup. However, CLA and CLM are supplied
on the installation CD.
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The CLA is automatically installed during first-party installation. The CLA is not installed during
third-party installation and must, therefore, be provided on a server in the customer network.
Initial startup of SimplyPhone is not possible without CLA.
The IP address of this server and the port number of the CLA (this must be set during CLA in-
stallation) must be made known to the SimplyPhone. These parameters can be set during in-
stallation with the file SP_Inst.ini. CLA can also be used to set the number of connection
retries and the timeout for connection retries.
These settings can be found in the section [HLM].
The values set are copied to the registry under
HKEY_LOCAL_MACHINE\SOFTWARE\Siemens\SimplyPhone\Solutions\HLMData
These values are copied to the user area the first time SimplyPhone is started up and can be
modified there for each user:
HKEY_CURRENT_USER\Software\Siemens\SimplyPhone\Solutions\HLMData
The above-mentioned values can be modified during live operation in the Settings dialog on
the Licensing tab (accessed via the SimplyPhone context menu).
Another setting in the installation file SP_Inst.ini controls the mode used and the CLA li-
censing files:
UsedTAPIServiceProvider=FirstPartyTAPI/ThirdPartyTAPI
The FirstPartyTAPI setting is intended for use with CallBridge Collection, CallBridge for
Desktop, and optiClient. In this case, the HLM mode is "Remote". ThirdPartyTAPI is for
TAPI120, TAPI 170, and CAP. In this case, the HLM mode is "Floating Standard". This setting
should not be modified as it is used for license generation.
The SimplyPhone installation directory contains grace period configuration files. These let the
user operate the system for a trial period of 30 days and must not be modified.
CLAIpAddress IP address of the CLA Default: 127.0.0.1
CLAIpPort Port number of the CLA Default: 61740
CLAConnectionRetries Connection retries with the CLA Default: 3
CLAConnectionTimeout Timeout for CLA connection retry in ms Default: 5000 (5s)
Product Grace Period configuration file
First Party TAPI SPON1PTY_V4.0.gpcf
Third Party TAPI SPON3PTY_V4.0.gpcf
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2.2.7 Configuring additional data sources
Both the contact retrieval and the partner identification services are processed using the
LDAP log. The following table explains the two terms.
The default application is as follows:
– Data sources: private Outlook contacts, public Outlook contacts, the global Exchange ad-
dress book, and customer-specific LDAP data sources.
– In private Outlook contacts, the local CRI server is used for contact retrieval and partner
identification, whereas the remote partner identification service is used for public Outlook
contacts.
– The global Exchange address book search is performed directly in the Exchange Server
or, in the case of Windows 2000, in the ActiveDirectory server.
– The remote partner identification service is used for partner identification with the global
Exchange address book.
Procedure Contact retrieval Partner identification
What you have: for example, name, department,
etc. of the contact you want to re-
trieve
Phone number
What you are look-
ing for:
Phone number Name, department, etc. of the con-
tact you want to retrieve
Sample
application:
The user wants to call someone but
only knows the party’s name and
department.
The name and other caller-specific
data should be displayed for an in-
coming call.
>
Restrictions for public contact folders and public contacts.
"Public contact folders" and "Public contacts" refer to contact folders and contacts in
the local InfoStore on the Exchange server. You can access these kinds of contact
folders or contacts via Outlook’s list of folders and create them (with administrative
rights) under "Public Folders/All Public Folders".
This does not include contacts available with Exchange 2000 and later that must be
entered directly in the Active Directory and that can be accessed by end users via
the Outlook-Contacts. These are not supported.
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The following is a list of the data source configuration files available for the installation share in
the directory \SPCr\dbserver.
The following overview provides an example of the interdependencies between the data source
configuration files.
The file ... contains configuration data ...
CRI.cfg for partner identification in private Outlook/Exchange
contact folders on the client PC.
CRIREMOTE.cfg for partner identification in the global Exchange address
book and public Exchange contact folders. For information
on using multiple partner identification services, see Sec-
tion 2.2.1.2 on page 2-8.
Ex55.cfg for contact retrieval in the global Exchange 5.5 address
book.
Ex2K.cfg for contact retrieval in the global Exchange 2000 address
book.
Ex2003.cfg for contact retrieval in the global Exchange 2003 address
book.
Outlook.cfg for contact retrieval in personal Outlook contact folders.
Contact.cfg for contact retrieval in public Outlook contact folders.
A partner identification server is required to use Con-
tact.cfg.
<customer>.cfg
(Example: SCD.cfg)
for contact retrieval and partner identification in a cus-
tomer-specific LDAP database - in this example in the Sie-
mens-specific SCD (Siemens Corporate Directory).
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Random LDAP data sources can also be configured.
To do this
– you must make an appropriate entry in the main configuration file (default:
SPCr_svc.cfg),
– you must create a CFG file in the folder \SPCr\dbserver; this file should contain suitable
attribute mapping for the relevant LDAP server.
More information on the syntax of the configuration files and attribute mapping can be found
in the Appendix.
7
Do not make any changes to the mapping list (entries, such as, AttrMap.dn = dn,
etc.) for the existing data source configuration files because these entries govern
correct communication between SimplyPhone for Outlook and the server.
>
The server MUST be correctly entered under DBEnv.ServerAddress in the data
source configuration file used, as described in the sections "Entering a server for
paging" and "Entering a server for partner identification".
...
CRConfigFile=SPCr_svc.cfg
...
Locations.ini
[LDAP config.
and mapping]
CRI.cfg
[LDAP config.
and mapping]
Outlook.cfg
[LDAP config.
and mapping]
SCD.cfg
LDAP config.
and mapping
CRIREMOTE.cfg
...
CallerIdentServerList=
CRI,CRIREMOTE,...
QueryServerList=
Outlook,SCD,...
...
SpCr_svc.cfg
Folder: \SPCr
Folder: \SPCr\dbserver
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Installing SimplyPhone for Outlook
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Data source configuration files on client or server PCs
There are two ways to use the data source configuration files:
– On a client PC
During the runtime SimplyPhone for Outlook accesses a copy of the folder \SPCr that was
copied to the client PC during setup.
Advantages: The search function is available even if the server share cannot be accessed.
As the configuration files only have to be read locally, performance is generally a little high-
er.
This is the default scenario; copying is performed automatically during installation.
– On a server PC
SimplyPhone for Outlook uses the folder \SPCr on the server share.
Advantage: Changes to the data source configuration files take immediate effect without
changes on the client PC.
In this case, the change must be entered in the file SP_Inst.ini. To do this, open the file
SP_Inst.ini with a text editor and delete the parameter value USE_LOCAL for the follow-
ing entry:
SP_Inst.ini - [DATA_SOURCES] - CRConfigPath=
>
● If you delete the USE_LOCAL value in the SP_Inst.ini file in the
[DATA_SOURCES] section under CRConfigPath=, then the local configura-
tion files are overwritten with the configuration files provided by setup, even
in the case of updates.
● If you leave the USE_LOCAL value in the SP_Inst.ini file in the
[DATA_SOURCES] section under CRConfigPath=, then the new value CR-
ConfigNew= entered in the same section becomes effective.
The following applies:
CRConfigNew=False (default):
the local configuration files are maintained and the configuration files pro-
vided by the setup are only copied to the destination computer if it doesn’t
already have any configuration files, that is, in the case of first-time installa-
tion.
CRConfigNew=True:
the local configuration files are overwritten by the configuration files provid-
ed with the setup.
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Installing the driver and software in a first-party environment
2.3 Installing the driver and software in a first-party environment
This section describes the correct sequence for the individual installation steps in a first-party
environment.
2.3.1 Installing the TAPI Service Provider driver
Find out where the installation files for the TAPI Service Provider drivers are stored (installation
CD or network drive). The following table indicates which TAPI Service Provider driver you must
implement depending on the telephone used and the communication system connected. Fol-
low the installation instructions in the relevant TAPI Service Provider instructions. This table
shows which driver is required.
If you are operating a LAN-based optiPoint 500 at a HiPath 4000, you may need to find out cer-
tain information for the TAPI installation, such as, the IP address of your telephone as well as
the password used to log your telephone on to the system.
Communication
system
optiPoint 500/410/420
(connection over USB cable or
LAN)*
* A special USB cable (Siemens serial number: S30267-Z360-AS30) is needed for connecting the cli-
ent PC and telephone. The telephone firmware must be MP01.03 or higher.
To check the telephone, press "<" until "Service Menu Key?" appears on the display - press "✔" -
press "<" until "Phone Test?" appears - press "✔" - press "<" until "Software version?" appears -
press "✔" and compare the firmware version (> MP0103).
optiset E with data adapter
(connection over serial V.24 ca-
ble)**
** The version number of the data adapter must be B614-4 or higher.
HiPath 4000 CallBridge TU (CorNet WP) CallBridge TA (CorNet WP)
HiPath 3000/5000 CallBridge Collection CallBridge Collection
Hicom 300 E/H CallBridge for Desktops CallBridge for Desktops
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Installing the driver and software in a first-party environment
2.3.2 Installing SimplyPhone for Outlook V4.0
Ensure that the necessary software is available on a CD or via a remote server.
In general, the administrator prepares the system for the installation of SimplyPhone for Out-
look. He or she places the installation files in a released network path and preconfigures the
installation so that SimplyPhone for Outlook is optimized and ready for operation immediately
after installation.
If this is not the case and you have to install SimplyPhone for Outlook directly from the product
CD, additional entries must be made in the configuration files in the folder SPCr in the Simply-
Phone for Outlook installation directory (see Section 2.2.1, "Preparations for default installa-
tion" and Section 2.2.7, "Configuring additional data sources"). Otherwise, you must take the
following functional restrictions into account:
– The search dialog does not produce search results.
– Partner identification is only performed on the basis of your personal contact folder.
Installation procedure
1. Ensure that the user ID you used to log on and you want to use to install the program is
assigned administrator rights. The program cannot be correctly installed without adminis-
trator rights.
2. If you have already installed an earlier version of SimplyPhone for Outlook, you should unin-
stall it first (select Start | Settings | Control Panel | Add/Remove Programs).
3. Ensure that one of the mail clients listed under the software requirements is installed (for
example, Microsoft Outlook 2000). If the mail client is open, close it now.
4. Start the Setup.exe file from the network drive or if necessary, from the software CD. If
necessary, ask your administrator where the software is stored on the network.
5. Follow the installation instructions for the setup program.
6. Enter the following information during the installation routine:
– Country code - without leading zero (e.g. "49" for Germany)
– Area code - without leading zero (e.g. "89" for Munich)
– Phone number of the location (e.g. "722")
– Trunk seizure (e.g. "0" or "9")
– Trunk seizure - international (e.g. "0")
7. Terminate the setup by pressing Next.
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2.3.3 Configuring SimplyPhone for Outlook V4.0
You can modify the TAPI Service Provider settings that you entered during setup as required.
You can also make other settings.
1. Do this by starting the configuration with Start | Settings | Control Panel | Phone and Mo-
dem Options. Under Dialing Rules, select the entry that starts with your "My Location"
telephone number and click Edit....
2. If necessary, correct the settings, such as, the area code or the trunk access codes.
3. You can also enter complex dial plans here that combine multiple area codes and location
names. More information on this can be found under Dialingrules.doc on the software
CD.
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Installing SimplyPhone for Outlook
Installing the driver and software in a first-party environment
2.3.4 Starting SimplyPhone for Outlook V4.0
1. Start MS Outlook. SimplyPhone for Outlook then starts automatically.
2. The following dialog appears when the Outlook startup is complete. If you choose the op-
tion Start always with Outlook, SimplyPhone for Outlook automatically starts at the same
time as Outlook and this prompt stops appearing. If you select the option Ask me on Out-
look Startup, this prompt appears every time you start Outlook. Select one of the options
and click Start Now.
3. The system searches for a valid license during SimplyPhone startup. If it does not find a
valid license, the user can only operate SimplyPhone for 30 days, known as the "grace pe-
riod time". The user must acquire a valid license key in the course of this grace period. The
user is prompted to log on every time he or she starts the application during this period.
You can purchase the license key via the CLS (Central License Server) by specifying the
registration number (MAC address of the client PC). The registration number is indicated
on the Software Registration dialog when you click Register.... The license is linked to
this MAC address. You must purchase a new license each time the MAC address is
changed, for example, if you replace the LAN card.
7
Before putting SimplyPhone into operation, a CLA (Customer License Agent) must
be installed on the local client PC for correct licensing and so that SimplyPhone
starts properly. The CLA is automatically installed at the same time as SimplyPhone.
If you can access the CLA, a 30-day trial license is available for SimplyPhone. A li-
cense key for permanent operation must be generated on the CLS (Central License
Server) during this 30-day term (grace period time). This license key is then trans-
ferred to CLA with the help of SimplyPhone.
The license key is automatically copied to the Licensing\License Agent\im-
port directory under the Siemens directory located in the Windows program direc-
tory (e.g.: C:\Programs).
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Using SimplyPhone during the grace period time
Click OK in the Software Registration dialog.
Registering SimplyPhone during the grace period time
Click Register... in the Software Registration dialog. Enter a valid license key in the Enter
License Key field and click OK.
4. The “Phone Line” dialog appears. Select the TAPI line that was installed at the same time
as the TAPI Service Provider (see Section 2.3.1, "Installing the TAPI Service Provider driv-
er") and click OK.
>
If you received the license key in the form of a license file, you can also store
this file directly in the directory ...Siemens/SimplyPhone/Licensing/
License Agent/import. After a few seconds, the file disappears from the di-
rectory and the license is activated.
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Installing SimplyPhone for Outlook
Installing the driver and software in a first-party environment
5. SimplyPhone starts up and can be used. For information on using the program, refer to the
operating manual or consult the online help.
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Installing the driver and software in a third-party environment
2.4 Installing the driver and software in a third-party environment
This section describes the correct sequence for the individual installation steps in a third-party
environment.
2.4.1 Installing the CAP TAPI Service Provider driver
If you need detailed information, refer to the service manual for HiPath CAP V3.0 TAPI Service
Provider.
You can change the TAPI installation settings prior to installation by modifying the file set-
upTAPI.ini. This file can be found in the same folder as the file setupTAPI.exe on the in-
stallation CD.
Do not forget to delete the comment reference ";" at the start of each line that you want to au-
tomatically execute in every installation routine.
1. Call up the file setupTAPI.exe in the installation directory
...\CTI_CD_SimplyPhone_Produkte_Edition_yyyy_mm_dd\Software
2. Select the required setup language and click OK.
3. Follow the installation program instructions.
4. Enter the IP address of the CAP server (ask your administrator). The default port number
must not be changed.
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Installing SimplyPhone for Outlook
Installing the driver and software in a third-party environment
5. Enter the 4- or 5-digit extension number (for example, 65225). Leave the other default val-
ues, but check if the country code, the area code, and the system number are correct.
6. Start the installation with the button Start.
7. Terminate the installation with the button Done.
8. You must restart the PC to complete the installation. Do this by clicking OK.
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Installing the driver and software in a third-party environment
2.4.2 Installing TAPI 120 for HiPath 3000 with LIM module
The following describes how to install the TAPI 120 V2.0 Service Provider together with a Hi-
Path 3000 with LIM module. Up to five CTI clients can be operated on the LIM module.
If you need detailed information, refer to the installation and configuration manual for HiPath
TAPI 120 V2.0.
If CTI TAPI is already installed on the PC, it must first be uninstalled. Administrator rights are
required to install the HiPath TAPI 120 V2.0 driver.
1. Install the installation CD and start the setup.exe file in the relevant "TAPI 120 V2.0" di-
rectory.
2. Select TAPI 120 SP V2 as the setup type and follow the instructions for the setup routine.
3. The TSP configuration dialog opens automatically once the TAPI has been successfully in-
stalled. Select LIM as the system and enter the necessary parameters here:
– own phone number (DID only)
– name of the TAPI line (freely selected)
– IP address of the LIM module
– port number of the LIM module
4. Finish configuration with OK. Installation is now complete. You must restart the PC.
>
You can also modify the configuration later in the configuration dialog by selecting
Start | Settings | Control Panel | Phone and Modem Options | Advanced |
<Name of the TAPI line> | Configure.
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Installing SimplyPhone for Outlook
Installing the driver and software in a third-party environment
2.4.3 Installing SimplyPhone for Outlook V4.0
Ensure that the necessary software is available on a CD or via a remote server.
In general, the administrator prepares the system for the installation of SimplyPhone for Out-
look. He or she places the installation files in a released network path and preconfigures the
installation so that SimplyPhone for Outlook is optimized and ready for operation immediately
after installation.
If this is not the case and you have to install SimplyPhone for Outlook directly from the product
CD, additional entries must be made in the configuration files in the folder SPCr in the Simply-
Phone for Outlook installation directory (see Section 2.2.1, "Preparations for default installa-
tion" and Section 2.2.7, "Configuring additional data sources"). Otherwise, you must take the
following functional restrictions into account:
– The search dialog does not produce search results.
– Partner identification is only performed on the basis of your personal contact folder.
Installation procedure
1. Ensure that the user ID you used to log on and you want to use to install the program is
assigned administrator rights. The program cannot be correctly installed without adminis-
trator rights.
2. If you have already installed an earlier version of SimplyPhone for Outlook, you should un-
install it first (select Start | Settings | Control Panel | Add/Remove Programs).
3. Ensure that one of the mail clients listed under the software requirements is installed (for
example, Microsoft Outlook 2000). If the mail client is open, close it now.
4. Start the Setup.exe file from the network drive or if necessary, from the software CD. If
necessary, ask your administrator where the software is stored on the network.
5. Follow the installation instructions for the setup program.
6. Enter the following information during the installation routine:
– Country code - without leading zero (e.g. "49" for Germany)
– Area code - without leading zero (e.g. "89" for Munich)
– Phone number of the location (e.g. "722")
– Trunk seizure (e.g. "0" or "9")
– Trunk seizure - international (e.g. "0")
7. Terminate the setup by pressing Next.
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2.4.4 Starting SimplyPhone for Outlook V4.0
1. Start MS Outlook. SimplyPhone for Outlook then starts automatically.
2. The following dialog appears when the Outlook startup is complete. If you choose the op-
tion Start always with Outlook, SimplyPhone for Outlook automatically starts at the same
time as Outlook and this prompt stops appearing. If you select the option Ask me on Out-
look Startup, this prompt appears every time you start Outlook. Select one of the options
and click Start Now.
3. The system searches for a valid license during SimplyPhone startup. If it does not find a
valid license, the user can only operate SimplyPhone within the “Grace Period Time” of 30
days. The user must acquire a valid license key in the course of this grace period. Until
then, an advisory is displayed informing the user that SimplyPhone is not yet registered.
You can use the CLM to purchase the license key: generate the license key by logging on
to the CLS (Central License Server) and specifying the registration number (MAC address
of the PC where CLA is installed). The license key must then be transferred to the CLA.
The license is permanently linked to the MAC address. You must purchase a new license
each time the MAC address is changed, for example, if you replace the LAN card.
>
Customer License Management (CLM) must be installed on the network before Sim-
plyPhone is put into operation for correct licensing on the server PC. A CLA (Cus-
tomer License Agent) must also be installed on the server PC or on the relevant cli-
ent PC. The CLA and CLM can be found on the installation CD.
If you can access the CLA, a 30-day trial license is available for SimplyPhone. You
must use Customer License Management (CLM) during this grace period to activate
the licenses for permanent operation on the CLS (Central License Server) and trans-
fer them to the CLA.
>
You can also retrieve the license file from the CLS (Central License Server) and
save it directly in the directory Licensing/License Agent/import in the
License Agent (CLA). After a few seconds, the file disappears from the directory
and the license is activated in the CLA.
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Installing SimplyPhone for Outlook
Installing the driver and software in a third-party environment
Using SimplyPhone during the grace period time
Click OK in the Software Registration dialog.
4. The “Phone Line” dialog appears. Select the TAPI line for TAPI 120/170 and the Simply-
Phone user ID for CAP V2.0/3.0 (consult your administrator) and click OK.
5. If you are prompted to enter a password, click Change Password.
Enter the default password (ask your administrator) and then enter your own password
twice. Confirm with OK.
6. SimplyPhone starts up and can be used. For information on using the program, refer to the
operating manual or consult the online help.
7. If a specific client requires CMC dialing, select the option Use Client Matter Codes in the
context menu under Settings | Register CMC. You must restart the Outlook client to apply
this change.
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Partner identification service
Importance of installation
3 Partner identification service
This chapter provides information on the following topics:
● Importance of installation
● Configuring a user and mailbox
● Assigning local rights
● Installing on a server
3.1 Importance of installation
The partner identification service must be installed on the server to ensure high-speed access
to global address books or public Exchange contact folders for partner identification. We rec-
ommend using a partner identification service to speed up partner identification in address
books with over 1000 entries.
If the service is used by clients, the name of the server PC must be entered in the SPCr sub-
folder in the configuration files on the relevant client PC.
3.2 Configuring a user and mailbox
3.2.1 LAN domain controller: Windows 2000 Server/Windows Server
2003 and Exchange 5.5
Configuring the domain user account
Set up a user account with normal user rights on the LAN domain controller. This account is
given the name <CTI_Admin> below. For questions on configuring a user account, refer to the
documentation provided with your operating system.
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Configuring a user and mailbox
Configuring the mailbox on the Exchange Server
1. Configure a mailbox. We will refer to it below as <CTI_User>.
3.2.2 LAN domain controller: Windows 2000 Server/Windows Server
2003 and Exchange 2000/Exchange 2003
Configuring a domain user account and mailbox
1. Click the option Configure Exchange Mailbox to configure the domain user and set up
the user <CTI_Admin>.
>
User administration is identical in Windows 2000 Server and Exchange 2000 or Win-
dows Server 2003 and Exchange 2003. Consequently, the configuration of a domain
user and an Exchange mailbox is performed in a single step.
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Partner identification service
Assigning local rights
3.3 Assigning local rights
The assignment of local rights differs depending on the operating system (Windows 2000 Serv-
er or Windows Server 2003) used by the PC where you want to run the partner identification
service.
3.3.1 Partner identification service under Windows 2000 Server/Win-
dows Server 2003
Assigning NT rights
1. Log on to the PC where you want to install the partner identification service.
2. Select Control Panel | Users and Passwords to switch to user administration.
3. Click Add to enter the user <CTI_Admin> to the group of administrators.
4. In the Control Panel, click the Administrative Tools icon to assign the Log on as service
right to <CTI_Admin>.
5. Activate the icon Local Security Guideline.
6. Open the Local Policies folder in the Local Security Settings window and mark the folder
User Rights Assignment. Double-click the icon Logon as Service.
A dialer appears in the right window pane for user selection; use it to select the user
<CTI_Admin>.
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Assigning local rights
Configuring an Exchange profile
1. Log on as user <CTI_Admin>.
2. Configure an Exchange profile with the mailbox <CTI_User>.
To do this you must open the Mail icon in the Control Panel.
3. Enter the profile as a default profile so that it can be used automatically by the Simply-
Phone Partner Identification service.
>
Check that the Microsoft Exchange Server information service has been in-
stalled. If not, install it. One way of doing this is to install Outlook.
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Partner identification service
Installing on a server
Modify the SP_Inst.ini file
The following changes are needed in the SP_Inst.ini file in section [General] for instal-
lation under Windows 2000 Server/Windows Server 2003:
ExchangeUseDynamicProfile=1
ExchangeMailboxServer=<ServerName>
Exchange Mailbox=<CTI_ADMIN> (in Exchange 2000, Exchange 2003)
Exchange Mailbox=<CTI_USER> (in Exchange 5.5)
The partner identification service can also be used for contact retrieval in an enhancement. In
addition to data required for partner identification, additional information, such as, the company
and an address, is stored for this function. This can be used, for example, to search for contacts
in public folders (see Section 2.2.7, "Configuring additional data sources").
File SP_Inst.ini, section [PARTNER_IDENTIFICATION]
CRExtendedAttributes=1
3.4 Installing on a server
Installing a service
You need an ID with administrator rights to perform installation.
1. Start the Setup.exe program in the folder
Partner Identification Service 4.0.
2. Enter the data on your telephone system. This helps Partner Identification Service 4.0 per-
form correct number conversion.
3. Now enter the account name <Domain>\CTI_Admin and the password.
>
Installation is identical under Windows 2000 Server and Windows Server 2003.
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Installing on a server
The SimplyPhone Partner Identification service runs under this account. In other words,
this account is used to import the server address books.
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Partner identification service
Installing on a server
Starting a service
SimplyPhone Partner Identification appears in the service overview (Control Panel | Ser-
vices).
1. Start the SimplyPhone Partner Identification service.
The database is immediately configured for partner identification the first time it is started;
this can take a few hours if the data volume is very large. The components for partner iden-
tification are then started and the service can now be used by the clients.
2. If the SimplyPhone Partner Identification service does not appear in the list of services,
it can be registered manually. To do this, enter the <installation folder>\CRIMn-
gr.exe /I in the Run... screen and click OK.
Then select the service SimplyPhone Partner Identification in the service overview and
right-click Properties.
In the dialog that appears, set the start type to automatic and log on as local system ac-
count. Close the dialog with OK.
3. If the service cannot be started the first time, select Start | Programs | Siemens HiPath
CTI and click the option Update Partner Identification. Updates can take a few hours if
the data volume is very large.
4. Try starting the service again once the progress bar has finished.
3.4.1 Uninstalling the software
Uninstallation is performed under Control Panel | Add/Remove Programs.
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Installing on a server
3.4.2 Warnings in Outlook
Problem description
Microsoft has issued an update for Outlook 2000 with enhanced security features for greater
protection against virus attacks and the like. This product is called Outlook 2000 Update SR1:
Extended E-mail Security. When using this application or else Outlook XP or Outlook 20003
which incorporate these security features, Outlook displays warnings whenever an application
tries to access address data (for example, in the contacts). But this is exactly what the partner
identification service is designed to do!
Solution
To solve this type of problem, Microsoft created a way to modify the security settings for Out-
look. This, however, is subject to the following restrictions:
– Outlook is operated with Exchange Server
– The user employs a profile with which incoming e-mails are routed either to the Exchange
mailbox or an offline folder (.ost file).
The security settings cannot be modified, therefore, if the user employs another mail server or
if he or she uses a profile with personal folders (.pst file). For more information on modifying the
security update, go to:
http://www.microsoft.com/office/ork/2000/journ/OutSecUpdate.htm
To change the security settings, the administrator must create a specific public folder on the
Exchange Server and output a specific Outlook form.
A preconfigured Outlook form can be found in the same folder as this document.
A set of step-by-step instructions follows.
Changes on the Exchange Server
To carry out these changes, you must have appropriate Exchange Server rights.
1. Log on to Exchange Server with Outlook 2000, Outlook XP or Outlook 2003.
2. Check if there is a folder named Outlook Security Settings in the root of all public folders.
If not, generate it. Set the rights for this folder in such a way that all users have read autho-
rization for it.
3. If the folder Outlook Security Settings already exists, check if it contains an object with
the subject Default Security Settings.
If so, proceed as follows:
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Installing on a server
1. Open the Default Security Settings object. Click the Programmatic Settings tab. Set the
following lines to Automatically Approve:
– When sending items via Outlook object model
– When accessing the address book via CDO
– When accessing address information via CDO
2. Close the form and confirm the memory prompt with Yes.
If not, proceed as follows:
1. Then open the file Default Security Settings.oft in the Security folder in Windows Explor-
er. You are then prompted to select an Outlook folder. Select the folder Outlook Security
Settings.
2. In the open form, select the entry Publish Form under Forms in the Tools menu. Set the
folder Outlook Security Settings in the drop-down list at the upper edge of the window.
Enter the following in the field Display Name: Outlook Security Form. Click Publish.
3. Close the form and acknowledge the memory prompt with Yes.
Checking
Check the following registry key on the client: HKEY_CURRENT_USER\Software\Poli-
cies\Microsoft\SecurityCheckAdminSettings. This key must be set to 1 so that the
default security settings work as described above.

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