Compass user manual
Contents
1. Figure 4 Check TAPI configuration Programs Programs and Features y 5 Search Programs and Features Control Panel Home View installed updates Turn Windows features on or off Uninstall or change a program To uninstall a program select it from the list and then click Uninstall Change or Repair Organize y Uninstall L z Name Publisher Select Customize group Click OK When viewing contacts a button Call appears in the Ribbon on the top of the window tO Dotfuscator Software Service Google Chrome PreEmptive Solutions Google Inc Installed On Size 23 11 2011 24 11 2011 6 44 MB 5 0 2300 0 15 0 874 121 11 Hosted Voice Tapi Driver 24 11 2011 16 13 Microsoft ASP NET MVC 2 13 Microsoft ASP NET MVC 2 13 Microsoft Help Viewer 1 0 Sg Microsoft Office Professional Microsoft Silverlight W Microsoft Silverlight 3 SDK Microsoft SQL Server 2008 B Microsoft SQL Server 2008 Br 3 Microsoft SQL Server 2008 N J Microsoft SQL Server 2008 R2 H Microsoft SQL Server 2008 R2 3 Microsoft SQL Server 2008 R2 F_RMinen nf COI Cansar ING DI B Microsoft NET Framework 4 3 Microsoft NET Framework 4 E Microsoft NET Framework 4 Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft2. ly Meeting 83 amp Mail Merge gl Share Contacts W Follow Up i Address Book New NewContact New Delete Card p z Contat Group Items Bore Qlonenote SJ Open Shared Contacts 2 Private New Delete Communicate Current View Actions Share Tags Find 4 z gt aoe Search Contacts Ctrl E P Contact Test 4 november2011 p pa Se J a a 123 ma diwo do vr za zo uggested Conta x OS 223 4 Test Contact ad 7 8 9 10 11 12 13 ad 14 15 16 17 18 19 20 1122334455 Work 21 22 23 24 25 26 27 Els 1 2 3 4 n 5 6 7 8 91011 ii ik l o No upcoming appointments y p s 2 Mail t aay Arange By Flag Due Date lt xz Type a new task E There are no items to show in this Ya a 5 3 Figure 7 Outlook TAPI example 4 Hosted Voice TAPI 4 4 Known issues There is a known issue if Office 2007 or Office 2010 is used in combination with Office Communicator 2007 A description and solution of this problem can be found at http support microsoft com kb 959625 4 Hosted Voice TAPI 9 5 XMPP presence This manual is based on Pidgin This XMPP client is available for Windows and Linux For other Operating systems you can use iChat Mac OS X http www apple com support ichat or any other XMPP client Please use this settings to setup your XMMP client e Username your username uc demo iperity com e Password Your Compass password 5 1 Installing Pidgin Download Pidgin
3. here http www pidgin im At first start Pidgin will ask for you account details see figure 8 on the following page Fill in the following details Address your username uc demo iperity com e Password Your Compass password The Add button will add your account to Pidgin 5 2 Overview of XMPP features Once logged on one can view queues and users One can also start phonecalls from the XMPP client 5 2 1 Users in the XMPP client one can see the availability of all other users e On the phone with The user is on the phone More details are visible when available Ringing to The user is starting a phonecall More details are visible when available Connecting to The user is starting a phonecall but the phone is not ringing yet More details are visible when available Ringing from The phone for this user is ringing More details are visible when available Users that are currently not logged in on a phone will be invisible in the XMPP client or appear offline New users in Compass will be added to your contact list within two hours 5 XMPP presence 10 Basic Advanced Proxy Login Options Protocol W XMPP Username accountname Domain uc yourdomain com Resource Password eeccccccce L Remember password User Options Local alias CJ New mail notifications O Use this buddy icon for this account C Create this new account on the server Cancel Figu
4. personal call forwards will not be followed in case you receive a call from the queue Next to that your identity will have priority 1 in the queue This implies that your phone will ring immediately according to the queue strategy when an outside caller enters the specified queue It is possible to change these default settings by appending more parameters when dialling the service code All parameters are separated by asterisks As men tioned the first setting is mandatory and is the queue shortcode The second setting is optional and is used to indicate whether your personal call forwards should be fol lowed A one 1 tells Compass to follow them a zero 0 lets the platform know you do not want your forwards to be followed With the last setting you can control at which priority you will be logged on to the queue This priority can be either 1 2 or 3 The priority indicates the amount of use of the queue that should be reached before incoming calls will be attempted to be delivered on your phone 3 Service codes 4 The optional settings can only be configured when you are currently logged off from the queue If you pass extra settings whilst you are already logged on to the queue you will be logged off of the queue The extra settings will be ignored Below are a few examples to clarify the use of 48 48 8 If you are logged on to the queue with shortcode 8 you will be logged off If you are not currently a member of the q
5. Compass user manual IPerity BV September 6 2015 y Contents 1 Online management and logging in 2 2 My settings 3 2 1 Personal information o e e da 3 Boe BOOM ia eee ee ds a a ea ed 3 2 0 SCallionvardiig lt s ooa ee ew a AR 3 ZA AQUBUBS op eee hd Gla a dade eed 3 3 Service codes 4 3 1 1 Logon and log off from your phone 4 3 2 48 Log on and log offfromaqueue 4 4 Hosted Voice TAPI 6 4 1 Installation o o e 6 4 2 Unmstall 2 occ ce ele cana e ee ca we ew 6 4 3 Shortcut for making a call using Outlook 2010 6 44 NOWILISSUES oo o we ee i a a 9 5 XMPP presence 10 5 1 Installing Pidgin ee RP tresad e hee ee he eS 10 5 2 Overview of XMPP features 20 0 0 ee 10 Soest WEE wt eee heed bee ee oe A ee 10 5 2 2 QUOUGS ao ee ee ee 11 5 2 3 Starting phonecallS o o o o o 11 Contents 1 1 Online management and logging in You can find Compass at hitps www demo i perity com Here you can see the login screen of Compass as depicted in figure 1 You need to enter your username and password and press Log onto enter the site Welkom Voer hieronder uw gebruikersnaam en wachtwoord in en klik op Inloggen Gebruikersnaam Username Wachtwoord eecceece Inloggen Figure 1 Login screen 1 Online management and logging in 2 My settings Here you find information about your setti
6. Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Misencatt Camnertinn 23 11 2011 23 11 2011 23 11 2011 23 11 2011 23 11 2011 23 11 2011 24 11 2011 28 11 2011 23 11 2011 23 11 2011 23 11 2011 23 11 2011 23 11 2011 23 11 2011 23 11 2011 2911 2011 38 8 MB 51 9 MB 83 4 MB 482 KB 2 25 MB 3 97 MB 57 0 MB 31 9 MB 7 94 MB 2 89 MB 330 KB 11 8 MB 15 3 MB 524 MAD 4 0 30319 4 0 30319 4 0 30319 2 0 50217 0 2 0 50217 0 1 0 30319 14 0 4763 1000 4 0 60831 0 3 0 40818 0 10 1 2531 0 10 1 2531 0 10 50 1447 4 10 50 1447 4 10 50 1447 4 AN ENAAATA 4 a 1 Product version 1 6 Figure 5 Uninstall TAPI driver Ribbon Choose the category Commands Not in the Ribbon on the left On the right side expand Start contacts and add a new group labeled Call Pick Call and press Add which adds the Call command to the newly added Hosted Voice TAPI a Click Dialing Options If Start Call does not ring your phone follow these extra steps b Under Connect using line pick Hosted Voice TAPI Driver General Mail Calendar Contacts Tasks Search Mobile Language Advanced Add Ins Trust Center Notes and Journal Quick Access Toolbar 3 Cus
7. des and their explanation 3 1 1 Log on and log off from your phone By dialling 1 you can log on to your phone If you were not logged on you will hear a voice asking you to enter your pincode followed by the pound key If you have configured a pin code for your extension you will be requested to enter the code as well If the pin code is correct you will hear a voice indicating you have been logged on If a pin code is not configured for your extension you will not be asked for it either When the entered extension is known within your company a voice will directly tell you you have been logged on Whenever you enter an invalid extension you will be informed of this and the phone will be hung up immediately If you enter a correct extension but an invalid pin code you may retry your pin code up to two times Therefore if you enter an invalid pin code three times in a row the phone will be hung up If you were already logged on to the phone and dial 1 you will be logged off of your phone This will also be indicated by the voice saying goodbye 3 2 48 Log on and log off from a queue You can dial a service code starting with 48 to log on of log off from a queue within your company The service code has to be followed by another asterisk and the queue shortcode This queue shortcode can be configured by your administrator By default when you log on to a queue your identity will be configured in a way that your
8. ngs and the availability of the phone An example is given in figure 2 Organisations Manage My settings Downloads Logout RESELLER gt EXAMPLE COMPANY gt Personal information Phone Name Sir Isaac Newton Extension Username newton Current phone Unknown 2 Groups No External numbers Unknown E mail newton example com J Password PERREN R Call forwarding Always Busy No answer Unavailable Ring time Sir Isaac Newton 60 gt Queues Queues not linked Figure 2 My settings 2 1 Personal information Here you can adjust your password and e mail address 2 2 Phone Here you can find the phone settings adjust them and manage your call waiting settings 2 3 Call forwarding Here you can manage incoming calls e g when you are busy could not answer the phone or are not reachable 2 4 Queues Here you can find the queues to which you have been added e g the type of phone calls you can expect for example sales of support 2 My settings 3 3 Service codes You can change your telephony settings within Compass bij dialling service codes Service codes always start with an asterisk followed by the desired service code and followed by the settings depending in the requested service code You can also configure these service codes as speed dials with the function keys of your phone if programming function keys is supported for your type of phone Below you can find the currently implemented service co
9. re 8 Configuring Pidgin 5 2 2 Queues All queues are visible in your XMPP client More details are available e W Waiting Number of unanswered calls in this queue A Agents Number of agents in the queue R Ready Number of available agents in this queue This will be a part of A e C Calling Number of agents that will not be available because they are on the phone An queue without agents will show in the list but the last 2 numbers will be invisible New queues in Compass will be added to your contact list within two hours 5 2 3 Starting phonecalls It s also possible to start phonecalls from within your XMPP client If you want to call a colleague you can preview his status within the XMPP client You need to start a 5 XMPP presence 11 chat by selecting this user In the chat screen you type the following text Dial then press Enter Your phone will start ringing Once you answer the call your colleague will be dialed There is also a group called Company with your company name as a user When ever you type a telephone number in the chat screen your phone will start ringing Once you answer your call the required number will be automatically rotated and dialed There are no restrictions for this feature regarding brand or type of telephone hardware 5 XMPP presence 12 List of Figures Outlook TAPI shortcut Outlook TAPI example ON OAR ON Login screen My
10. settings TAPI configuration Check TAPI configuration o o 00 eee Uninstall TAPI driver Configuring Pidgin List of Figures
11. tomize the Ribbon Choose commands from Customize the Ribbon Commands Not in the Ribbon Main Tabs af Or Aten Es xe PPE About Account Activate Product Add to Public Folder Favorites Allow Archive Arrange By Name Assign Task Attachments Automatic Replies AutoPreview Layout Availability Back Calendar Call Categories Categorize amp Move Check for Updates Chinese Conversion Choose InfoPath Form Choose Translation Language Collapse All Groups Contact Us Contacts Copy Cut Data File Management Date Date Conversations Define Groups Dama a SECC E E Home Mail Home Calendar Table View Home Calendar Home Contacts New Delete Communicate Current View Actions Share Tags Home Tasks Home Notes Home Journals Send Receive Folder View Developer Add Ins Find E Call Custom New Tab New Group Rename Customizations Reset gt Import Export Y Figure 6 Outlook TAPI shortcut OFRIR Contacts Outlook Data File Microsoft Outlook rue Home Send Receive Folder View 83 B Ey E mail 23 Move y Eh Forward Contact Gi Categorize Find a Contact
12. ueue you will be added to it with priority 1 and have your personal call forwards disabled if you receive calls from this queue 48 2 1 Log on to the queue with shortcode 2 with priority 1 Your personal forwards will be followed when you receive calls from that queue 48 4 0 2 Log on to the queue with shortcode 4 with priority 2 Your personal call forwards will not be followed 3 Service codes 5 4 Hosted Voice TAPI 4 1 Installation If there is an older version of Hosted Voice TAPI installed remove this version before proceeding Download Hosted Voice TAPI from the Downloads section at https www demo iperity com When the installation starts the following screen appears Led ox Doe Hosted Voice Tapi Service Provider For Help contact your provider v1 6 Figure 3 TAPI configuration Here you fill in the following values e Username your username uc demo iperity com e Password your Compass password The button Check checks if you have entered the correct values and if a connection can be established 4 2 Uninstall To uninstall the Hosted Voice TAPI Driver go to Control Panel and choose Uninstall a program Here the Hosted Voice TAPI Driver can be removed 4 3 Shortcut for making a call using Outlook 2010 This is optional 1 Goto File Options 4 Hosted Voice TAPI 6 a A WoO ND CON gt Control Panel Q Authentication failed aa Successfully logged in
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