Connecting to the phone system

In CTILink select: Options - PhoneService - Properties to display a menu list of the phone systems available. (if the Properties menu item is disabled, select Options - Phone Service - Close to close an already selected phone system).

• You have a modem or are connected to a PBX such as a Nortel, NEC, Toshiba, Cisco or Siemens which supports TAPI
• Your PBX is manufactured by Avaya and supports CenterVu or your PBX supports CSTA or TSAPI
• Your PBX is manufactured by Mitel

Setting up TAPI:

Installing TAPI in windows Windows 95, 98, ME or NT (TAPI  is always installed in Windows 2000 and later):

To see if TAPI is already installed, click Start - Settings - Control Panel in the windows task bar and look for the Telephony icon in the Control Panel dialog window. If it is not there do the following:

• In Control Panel click the Add/Remove Programs icon.
• Select the Windows Setup tab and click on Communications.
• Click Details and check Phone Dialer.
• Click OK.

Setting up TAPI in Windows 95, 98, ME and NT:

• In Control Panel, double click on the Telephony icon.
• In the Dialing Properties dialog select the Telephony Drivers tab.
• The name of the telephony driver for the modem or PBX should be displayed. If it is not, click Add to display the Add Driver dialog. Select the correct driver from the list displayed or select Unlisted or Updated Driver and click Add again. (If a modem is being used for the telephone system and telephony driver software is not available, select Unimodem Service Provider.)
• Select Setup to configure the telephony driver.

Setting up TAPI in Windows 2000 or Windows XP:

• In Control Panel click Phone and Modem Options.
• Select the Advanced tab and if the desired Telephony Provider is not displayed, click Add.... Modem users that do not have TAPI software specific for their modem can use unimodem.

Testing TAPI:

For Windows 95, 98, ME and NT:

• Click Start - Programs - Accessories - Communications - Phone Dialer from the Windows task bar to display the Phone Dialer applet.
• Click Tools - Connect Using… to display the Connect Using dialog.
• In the Line drop down list select the telephony driver you wish to use. (If the correct telephony driver (TSP) could not be found ask your PBX dealer to install the correct TSP software.) 
• In the Address drop down list select the address to use if there is more than one.
• Uncheck Use Phone Dialer to handle voice call requests from other programs. Click OK to dismiss the dialog box
• Enter a number to dial to be sure the system is working.

For Windows 2000:

• Click Start - Programs - Accessories - Communications - Phone Dialer from the Windows task bar to display the Phone Dialer applet.
• Click Edit - Options.
• In the "Line Used For" group box, select the "Phone Calls" drop-down list and select the desired telephony driver. (If the correct telephony driver (TSP) could not be found ask your PBX dealer to install the correct TSP software.)  
• Click OK to dismiss the dialog box.
• Click the Dial speed button and enter a number to dial to be sure the system is working.

For Windows XP:

• Click Start - All Programs - Accessories - Dialer from the Windows task bar to display the Phone Dialer applet.
• Click Edit - Options.
• In the "Line Used For" group box, select the "Phone Calls" drop-down list and select the desired telephony driver. (If the correct telephony driver (TSP) could not be found ask your PBX dealer to install the correct TSP software.) 
• Click OK to dismiss the dialog box.
• Click the Dial speed button and enter a number to dial to be sure the system is working.

Setting up TAPI in CTILink:

• Click Options - Phone Service - Properties - TAPI from CTILink to display the Properties Wizard dialog.
• Select and configure the desired phone devices .
• Checking Use CTILink dialing properties causes CTILink to use its own dialing properties instead of the default provided by TAPI. If you are using Windows 98, ME or 2000 this option should remain unchecked because the same functionality is provided by both. In Windows 95 and Windows NT the dialing properties provided by TAPI do not include provisions for establishing rules about how specific numbers should be dialed as local or long distance numbers and if these features are needed, this option should be checked.
• In some cases it may not be desirable to have a dialed number formatted, either because the number being dialed is already formatted or because the way CTILink formats the number is not correct for the location you are in. To prevent formatting of dialed numbers check Do not use dialing properties. If the phone system is a PBX it may be necessary to enter an access code to reach an outside line, enter that number in the Instead prefix this PBX access code edit box and then enter the number of digits for a number that is not an outside call.
• Check Open the phone service when starting to have CTILink automatically start the phone service each time it runs. If left unchecked, on start up CTILink will display the Properties Wizard to allow the user to select a line.
• Check Open Phone Service to open the phone service when finished with the Properties Wizard.
• Click Finished.

Setting up TSAPI

Setup Extensions:

Setup extensions that are available for monitoring by clicking Options - PhoneService - Properties - TSAPI - Setup Extensions.... In the Setup Extensions dialog, list all the extensions that are to be monitored. If this is a network installation, include all extensions to be monitored by CTILink on all connected workstations. Some versions of TSAPI will automatically supply the list of extensions. To see if your version does, follow the instructions in Configuring TSAPI. When the Phone Devices page is displayed, the list of extensions will appear.

Configuring TSAPI:

• Click Options - Phone Service - Properties - TSAPI... from CTILink to display the Properties Wizard dialog.
• In the Login ID edit box enter the TSAPI login identifier which can be obtained from the network administrator. (The TSAPI login is not the same as the network login.)
• In the Password edit box enter the TSAPI password. (The TSAPI password is not the same as the network password.)
• If there is more than one TSAPI Server, select the one you wish to connect to and then click Next.
• Select and configure the desired phone devices. If no devices, click cancel and then follow the instructions for Setting up extensions.
• In some cases it may not be desirable to have a dialed number formatted, either because the number being dialed is already formatted or because the way CTILink formats the number is not correct for the location you are in. To prevent formatting of dialed numbers check Do not use dialing properties. If the phone system is a PBX it may be necessary to enter an access code to reach an outside line, enter that number in the Instead prefix this PBX access code edit box and then enter the number of digits for a number that is not an outside call.
• Check Open the phone service when starting to have CTILink automatically start the phone service each time it runs. If left unchecked, on start up CTILink will display the Properties Wizard to allow the user to select a line. 
• Check Open Phone Service to open the phone service when finished with the Properties Wizard.
• Click Finished.

Setting up Mitel's MiTai

Setup Extensions:

Setup extensions that are available for monitoring by clicking Options - PhoneService - Properties - Mitel - Setup Extensions.... In the Setup Extensions dialog, list all the extensions that are to be monitored. If this is a network installation, include all extensions to be monitored by CTILink on all connected workstations.

Setup CTILink for MiTai:

• Click Options - Phone Service - Properties - Mitel - Configure... from CTILink to display the Properties Wizard dialog.
• Select and configure the desired phone devices.
• In some cases it may not be desirable to have a dialed number formatted, either because the number being dialed is already formatted or because the way CTILink formats the number is not correct for the location you are in. To prevent formatting of dialed numbers check Do not use dialing properties. If the phone system is a PBX it may be necessary to enter an access code to reach an outside line, enter that number in the Instead prefix this PBX access code edit box and then enter the number of digits for a number that is not an outside call.
• Check Open the phone service when starting to have CTILink automatically start the phone service each time it runs. If left unchecked, on start up CTILink will display the Properties Wizard to allow the user to select a line. 
• Check Open Phone Service to open the phone service when finished with the Properties Wizard.
• Click Finished.