Release NotesTable of ContentsContents1Introduction1CallConnector Operator Overview2CallConnector Configuration Manager2Updated Server Components3Compatible UC500/CME-ISRs3Compatibility – Hardware and Windows Operating Systems4CallConnector Operator 2.1 Notes5Notes on IP Phone Line Configuration and Call Handling:5Deployment Modes5Outlook 2010 x64-bit Support8Instant Messaging to CallConnector Clients8Dial Plan Changes9Personal Directory with External Contacts9Support for Localization9Demo Installation on Cisco Notebook9Running under Windows Standard User Rights10Telephone Status Reset Timeout10CallConnector Operator Installation11CallConnector Operator x64-bit version11Installation Files Matrix11Installing on VMWare Systems12Upgrade Rules12Upgrading from Version 1.6.0.1612CallConnector Operator Upgrade Notes13Bug Fixed in this Upgrade13Open Caveats14General14CallConnector Operator15CallConnector Server16Configuration Manager18Important Notes18Windows Computer System for CallConnector Server18Ports, UDP and TCP Connections18Additional Configuration of Cisco Smart Operators18Additional Recommended CLI Settings19Blind Transfer Registry Settings19Support for Multiple UC500/CME Routers20Restrictions for Extension Mobility20Related Documentation21Obtaining Documentation, Obtaining Support, and Security Guidelines22Size: 453 KBPages: 22Language: EnglishOpen manual
Installation GuideTable of Contents1 Overview22 Starting and Logging In23 Navigating the Operator Windows2/4 Call Handling45 Call Queues6Call Queue Types66 Using the Directory77 Using the Action Bar98 Sending Instant Messages109 Changing Preferences1210 Additional Information12Size: 590 KBPages: 13Language: EnglishOpen manual
Maintenance ManualTable of ContentsPreface8Purpose9Audience9Organization10Related Documents11Required Telephone Systems11Supported IP Phones11Supported Windows Platforms11Conventions12Conventions Used12Terminology13Using the Mouse14Obtaining Documents15Cisco.com15Documentation DVD15Ordering Documentation16Documentation Feedback16Cisco Product Security Overview17Reporting Security Problems in Cisco Products17Obtaining Technical Assistance18Cisco Technical Support Website18Submitting a Service Request19Definition of Service Request Severity19Obtaining Additional Publications Information20CallConnector Operator Overview21CallConnector Operator Overview22CallConnector Operator Deployment Options23CallConnector Standalone Operator23CallConnector Operator Backup25CallConnector Server-Based Operator26CallConnector Operator Application Windows27Call Control Window28Call Queue Overview29Directory Overview31Directory Window32Directory Toolbar32Action Bar33Telephone Status Overview34Using Mouse and Keyboard35Shortcut Keys35Drag and Drop36Customizing the GUI37Keyboard37Installation and Configuration39CallConnector Operator Installation Overview40Pre-Requisites for Installation41Additional Requirements for Client-Server-Based Mode Installation41CallConnector Operator Standalone Installation Parameters42Additional Information for the Client-Server-Based Mode:42Windows Access Rights:43Select the Correct CallConnector Operator Installation File:43UC500/CME-ISR Configuration for CallConnector Operator44Configuration of the Operator’s Phone44Busy and Night Service Routing45Park Numbers45Page Numbers45Minimum System Requirements46Hardware46System Software46LAN Access46Download Site46Installing the CallConnector Operator47Step 1: Download the Installation Program47Step 2: Run the CallConnector Installation47Launching the Installer:47Checking for required components:48Entering User Data:50To proceed:51Selecting a License Option:52Evaluation Version:52PAK-ID or Serial number activation:52Offline activation:53Entering user’s options:54Standalone Mode:54Client-Server Mode:56Editing user’s configurations:57Selecting an Email Profile:57Selecting Operator startup options:59Choosing the Installation Folder:59Configuring the server60Performing an update60Removing Cisco CallConnector Operator60Getting Started61Getting Started Overview62Pre-Requisites for Getting Started62Getting Started Steps62Steps for Exiting the Operator63Starting CallConnector Operator64Starting from Start Menu64Starting from the Desktop Icon64Logging In65Verifying Operator Information66Viewing the Operator Window67Troubleshooting67Making Yourself Available/Unavailable68Logging Out of the Operator69Exiting the CallConnector Operator69Operator Call Handling70Call Control Window Overview71Call Control Window71Call Control Toolbar71Call Control Menu71Working With the Lines/Calls72Line/Call State Icons73Navigating using Mouse and Keyboard73Customizing the Call Control Window75Right-click Menu76Drag and Drop76Incoming Call Notification77Call Control Toolbar77Fixed Part of Toolbar78Idle State Toolbar79Incoming Call Toolbar80Dial-Tone State Toolbar80Connected Call Toolbar81Held Call Toolbar82Transfer Pending Toolbar82Conference Pending Toolbar83Two Connected Parties Toolbar83Conference Toolbar84Answering Calls84Answering the Next Call85To Answer the Next Call85Answering a Specific Call85Answering from the phone85Answering from the Call Notification window85Automatically Answering Calls85Transferring Calls86Transfer to a manually entered number86Transfer using Directory87Transfer using Telephone Status Window87Transfer to an Alternate Number87Transfer to Contact’s Manager/Assistant88Transfer to a Contact’s Group88Transfer to System Speed Number88Transfer by Drag and Drop89To Toggle Auto-Transfer Option89Operator Call Handling Options90When a Person is Not Available90When a Person is Away but In the Office90When a Person is On Call91Reconnect Extended Calls91Recall a Transferred Call91Reconnect a Specific Call92Pick up from the directory92Making Calls92Using Call Control window92To dial manually92To redial a number93To dial an entry from the directory93To Call by Drag and Drop93To Dial a Number from another Application93Using Directory window94To Dial the Preferred Number94To Dial an Alternative Number94To Dial from the Action Bar94To Call a Contact’s Manager, Assistant or Backup95Drag and Drop to Make a Call95Disconnecting Calls95To Hang up95Placing Call on Hold96To Put a Call on Hold96To Resume a Held Call96Picking up Calls97Picking up a call97To Pick Up a Call97To Pick Up from the Directory97Group Pickup97To Pick Up a Call from a Pickup Group97Parking Calls98To Park a Call98Conferencing Calls98To Conference in a Number98To Conference in the Preferred Number from the Directory98To Conference in an Alternative Number from the Directory99Drag and Drop to a Conference99Adding a Party to a Conference99Making a Page Announcement99To Make a Page Announcement99Forwarding Calls100To Activate Call Forward100To Deactivate Call Forward100Device Settings100Dial-Through100To Enable or Disable Dial-Through100Auto-Answer100To Enable or Disable Auto-Answer101Auto-Transfer101To Enable or Disable Auto-Transfer101Reload Lines101To Reload Line Information101Edit Speed Numbers102To Add a New Speed Number102To Edit the Information of a Speed Number102To Delete a Speed Number102Monitoring Queued Calls103Call Queue Overview104What is an Incoming Call Queue105Hunt-group based Call Queues105Queues for Single Operator106Queues for Operator and Backup107Queues for Multiple Operators108Monitored Call Queues109Call Queue Window109Progress Bar and Timeout112Navigating in the Call Queue Window112Call Queue Toolbar112Right-click Menus for the Call Queues114Right-click Menus for the Queued Calls115Shortcut Keys117Drag and Drop117Busy and Unavailable Routing117To Manually Change Incoming Call Flow118To Synchronize Incoming Call Flow with Presence118Incoming Call Queues119To Answer Next Call119To Answer a Specific Call119To Login120To Logout120To Set Busy Routing120To Set Unavailable Routing120Held Call Queue121To Reconnect to a Specific Call121Transferred Call Queue121To Recall a Transferred Call (Timed Out)121To Recall a Specific Call121To Recall by Drag and Drop121Parked Call Queue122To Park a Call by Drag and Drop122To Reconnect a Specific Parked Call122Viewing Queue Window122To view the Call Queue window122To Sort by Extension Number122To Group/Ungroup Queue Display122To Display or Hide Columns123Customizing Queue’s View123To Show or Hide Directory Numbers in Queue123To Show or Hide Your Directory Numbers in Queue124To Show or Hide the List of Displayed Phone Numbers124Using Directories125Directory Overview126Directory Window127Directory Toolbar127Character-by-Character Search128Query128Edit128Directory128View List129Directory Window Details130Outlook Directories View132Hierarchical or Tabular View132Directory Menu134Directory Action Bar135Actions Section135Availability Section135Group/Department Section136Notes Section136/136Viewing Directory Information137To Open the Directory137To Open a Different Directory137To Open a Different View137To Adjust the Directory View137To Refresh the Current View138Locating Information139Selected Entry139Moving Up and Down139Searching for Information140Search Field140To Find an Entry140Using Query to Locate Information140Clearing the query results141Maintaining Contacts142To Add a New Contact143To Edit a Contact143To Delete a Contact144Integrated Call Handling144Making a Call145To Call a Person in Directory145To Dial an Alternate Number145Drag & Drop to Call145Other Dialing Options146Transferring Calls146To Transfer a Call146To Transfer to Alternate Number146To Transfer by Drag & Drop146Other Transfers147Setting up a Conference147To Setup a Conference147To Setup Conference by Drag & Drop147To Conference an Alternate Number147Picking up Calls148To Pickup a Ringing Call from Directory148Changing Status149To Change Availability Status149To Change the Location149To Change Away Message149Sending Messages150To Send Email150To Send Instant Message150To Send SMS150Customizing View151To Sort the Directory Listing151To Group/Ungroup the Directory Listing151To Display/Hide Columns152To Save a Customized View152To Load a Customized View152Taking Actions153Action Bar Overview154Actions Section154Availability Section154Group/Department Section155Notes Section155Open the Action Bar155Close the Action Bar155Navigation Options156Actions Section160Sending Messages160Call Handling161Sending Messages161To Send a Message162Working with Stored Message Text163The Stored Messages Dialog contains two fields:163To Add a New Message163To Edit a Message164To Delete a Message164To Insert a Message into the Message Box164Handling Calls164To Make a Call164Availability Tab165To Update Call Forward Settings166To Refresh Call Forward Information167Group/Department Tab168To navigate in the Group/Department tab170To Transfer or Place a Call to Contact’s Colleagues170To Call the First Available Group/Department Member170To customize the Group/Department tab171Notes Tab171To Change Note171Sending Instant Messages172To Send an IM Message172To Send an Emoticon172To Transfer a File172To Accept a File Transfer173To Switch from One IM Session to Another173Viewing Telephone Status174Telephone Status Overview175Opening the Telephone Status Window177Closing the Telephone Status Window177Navigating in the Telephone Status Window178Customizing the Telephone Status Window179To resize a field179To change the location of a field179To view additional fields179To view additional lines or extension numbers179To select which fields to display179To sort the telephone lines by fields180To group/ungroup the telephone lines by fields180To change the display font180To change the display language180To auto-hide the Telephone Status Window181To change the theme of the Telephone Status Window181To resize the Telephone Status Window181To move the Telephone Status Window182Filtering the View Information182Connecting to a ringing extension182Setting up Preferences183Preferences Overview184To Open the Preferences Window184To Close the Preferences Window184Navigating within the Preferences window185Appearance186/186To Show Basic CallConnector Operator Windows Only187To Show All CallConnector Operator Windows187To Change the Display Font187To Show or Hide a Window187To Lock All Windows188To Change the Size of a Window188To Change the Position of a Window188To Enable Windows Auto-Hide188To Change the CallConnector Operator Theme189Fonts190/190General (Numeric Keyboard Setting)190Keyboard191/191Keyboard Dialing Preferences192To Turn on/off the automation keypad193Shortcut Keys193To Change Shortcut Key Assignment194To Assign/Reassign the Shortcut Keys195To Restore Default HotKeys196To View Default HotKeys196IM Accounts197/197To Add an IM Account198General IM198Notification199/199Presence200Sounds200/200To Play a Sound Notification200Login Settings201To Change Login Information201Network Adapters Option201To Select or Deselect a Network Adapter202To Select or Deselect All Network Adapters202To Reload All Network Adapters202Email Settings203Localization204Language204To Select a Different Display Language204Size: 4.37 MBPages: 204Language: EnglishOpen manual
