panasonic kx-tde, outlook toolbar and pa pro sales ......a two port simplified voice mail (svm) •...

Panasonic KX-TDE, Outlook Toolbar and PA Pro

Sales Training Course

Specifications subject to change without notice

Webinar Outline

• Overview of IP Proprietary Telephones• Overview of Portable Stations and Cell Stations• Overview of KX-TDE100/200 Hardware and

minimum and maximum configuration– Virtual Cards – Activation Keys

• System Features• Applications

NT300 Series IP-Proprietary Telephones

• The NT300 Series Telephones offer the following:– Built-in 2 Port 100mb switch– Supports G711, G729a and G722 (New!)– DHCP or statically addressed– 12/60 CO key add on modules (Max. 84 CO key)– 20-80ms Jitter buffer (def 20ms)

• Available in Charcoal and White


• NT366– 6 Line by 24 Character Display – 4 Page X 12 CO Button Self Labeling– Speakerphone


• NT343– 3 Line by 24 Character Backlit Display– Supports Optional 12/60 Flexible CO Button

Add-on Module

• NT346– 6 Line by 24 Character Backlit Display– Supports Optional 12/60 Flexible CO Button

Add-on Module

NT300 Series Add-on Components• NT303

– 12 Flexible Button Add-on Module– Available for NT346/343

• NT305– 60 Flexible Button Add-on Module– Available for NT346/343

• NT307 – Bluetooth Module– For Wireless Headset– Available with NT366, NT346 and NT343– Connect as Add-on Module– Bluetooth registration is activated

through PT-Programming

New Portable Stations/ Cell Stations

• Portable Station– KX-TD7684 (2.4GhZ)– KX-TD7694 (2.4 GhZ)

• Cell Station– KX-TD0151 – 2 CH– KX-TD0152 – 3 CH

KX-TDE100 System OutlineThe KX-TDE100 consists of the Basic Shelf with:• A power supply slot (Not installed)• 6 free slots •A slot for the Main Processing Unit Card (IPCMPR) (Installed)• SD Memory Card• A Run and Alarm LED • RS-232C (9-pin male)• Wall Mounting Bracket• Front Cover with lock The Basic Shelf only comes equipped with the IPCMPR Card. The basic shelf does NOT come equipped with a power supply. Either the S-Type or the M-Type Power Supply Unit can be installed KX-TDE100 Basic Shelf. See page 34 of the Installation Manual for more information on determining when to use the S-Type or M-Type Power Supply Unit

KX-TDE200 System OutlineThe KX-TDE200 consists of the Basic Shelf with:• A power supply slot (Not installed)• 11 free slots• A slot for the Main Processing Unit Card (IPCMPR) (Installed)• SD Memory Card• A Run and Alarm LED • RS-232C (9-pin male)• Wall or Floor Mounting Bracket• Front Cover with lock The Basic Shelf only comes equipped with the IPCMPR Card. The basic shelf does NOT come equipped with a power supply. Either the M-Type or the L-Type Power Supply Unit can be installed KX-TDE200 Basic Shelf. See page 34 of the Installation Manual for more information on determining when to use the M-Type or L-Type Power Supply Unit

IPCMPR Card• Main Processing Unit Card residing in

the MPR slot of the Basic Shelf• This card controls all Basic Shelf

functions including TSW control, detection of system clock alarm, shelf power down and watchdog timer overflow alarms

• The KX-TDA0196 Remote Card and KX-TDE0110 DSP16 or KX-TDE0111 DSP64 Card can be installed as daughter boards on the IPCMPR Card

• MPR card also includes circuitry for the RS-232C connector

• The card also has the connectors for 2 MOH inputs, 2 Paging ports, System Clear Switch and Reset Button

• Main components includes a processor, RAM, ROM, memory backup lithium battery, and SD Memory Card slot

IPCMPR Card

Built-in SVM Circuit

Maintenance IP Communication Port

USB Port

MPR

IPCMPR

- MEC Card (KX-TDA0105)

can be Installed- USB Port is not available.- MEC Card (KX-TDA0105) is

not available

TDE New

TDE New

VoIP DSP Card

RemoteTDA0196

Larger SD Card

Main IP Communication Port

KX-TDE0110, KX-TDE0111 DSP16/64• KX-TDE0110 – 16 Channel Digital

Signal Processing Card– KX-NCS4104 Activation Key Pre-

Installed– NCS4508 Activation Key Pre-Installed– Supports G.729 and G.711 Codecs– Initial configuration is 4 IP trunks by 8 IP

PT’s• KX-TDE0111 – 64 Channel Digital

Signal Processing Card– 4 - KX-NCS4104 Activation Keys Pre-

Installed– 4- NCS4508 Activation Keys Pre-

Installed– Supports G.729 and G.711 Codecs– Initial configuration is 16 IP trunks by 32

IP PT’s

KX-TDA0196 - Remote Card (RMT)

• The optional RMT Card provides remote programming and maintenance capability at up to 56 kbps (V.90)

• The RMT Card is mounted on the MPR Card

Virtual Cards

• Virtual Cards are included with the IPCMPR card and can be activated with the appropriate activation key

• By installing Virtual Cards using the KX-TDE Maintenance Console IP Trunks and IP Extensions can function off of the IPCMPR Card

Virtual Cards Options

• V-IPGW16 – Virtual Card for 16 Channel VoIP GW Trunks– H.323 Compliant– Maximum of 2 totaling 32 IP-GW Trunks

• V-IPEXT32 – Virtual Card for 32 IP Extensions– Maximum of 2 totaling 64 IP-PT Telephones

• V-SIPEXT32 – Virtual Card for 32 SIP Extensions– RFC3261, 3264, 3310, and 2327 Protocol Compliant– 128 Max Sip Extensions

Activation Key Management

• To obtain additional activation keys you have to purchase the keys from the Key Management System– KX-NCS4104 – 4 Channel IP Trunk Key– KX-NCS4208 - 8 Channel IP-PT and Soft-phone

Key– KX-NCS4508 - 8 Channel IP-PT Key– KX-NCS4716 - 16 Channel SIP Extension Key– KX-NCS4910 – Activation Key for Software Upgrade

to Enhanced Version

Virtual Slot Assignment

No Cards are pre-assigned or pre-installed

Activation Key

Confirm required Activation Keys are loaded

Install Virtual Cards into Virtual Slots

Install Virtual Cards by drag and drop operation

Traditional Communication Part : IP Communication Part :

TDE10064 (128 )DPT (DXDP)

96LCOT

4 PRI

Total Available Trunks 128

CO Ch. Telephone Free Slot DSP Built-in IP-Ch. Max. IP-Ch.

6 DSP16 4 IP-Trunk8 IP-PT

32 IP-Trunk64 IP-PT(128 SIP-Phone)

DSP64 16 IP-Trunk32 IP-PT

TDE200 256 (Max inc IP)

128 (256)DPT (DXDP)

CO Ch. Telephone Free Slot DSP Built-in IP-Ch. Max. IP-Ch.

11 DSP16 4 IP-Trunk8 IP-PT

DSP64 16 IP-Trunk32 IP-PT




128 LCOT

4 PRI

Total Available Trunks 128

256 (Max inc IP)DLC16*4 + 4VSIPEXT

Maximum Configuration

System Features - DHCP• DHCP – Dynamic Host Configuration Protocol

Assignment– The system will allow the PBX to use DHCP client

allowing IP addresses to be received from a DHCP Server over the LAN

– The DHCP server must be set to no expiration lease time on the IP addresses leased to the IPCMPR and DSP cards once IP telephones are registered or the phone will no longer function

System Features - Ping• Packet Internet Groper (PING) Confirmation

– The TDE has a built in PING command that can be used to confirm the connection of the IP telephones, routers and hubs within or outside the private network. The PBX will send a Internet Control Message Protocol (ICMP) echo request through the PC programming tool and receive and ICMP message confirming connection (reply).

System Features – Ping Confirmation

System Features – Ping Reply

System Features – Network Management

• Network Management– Simple Network Management Protocol - SNMP

System Monitor – allow minor and major alarms can be sent to a PC on the LAN and later analyzed with a SNMP manager software

– SNTP – Syslog support – allows the system to send SMDR information to a location on the network

– Telnet Support – allows a remote administrator to telnet in to make programming changes

System Features –Peer toPeer• Peer – to – Peer

– The PBX automatically establishes peer-to-peer communication between peer-to-peer compatible IP extensions. Non peer-to-peer IP extension calls are routed through the VoIP DSP card. A peer-to-peer connection allows the call to take place without using the PBX’s VoIP resources

– Peer-to-peer calls can only be made from IP extensions connected through the IPCMPR card

XXXSIP Extension

XXKX-NT300 SERIES

XKX-NT265 (VERSION 2.0 OR LATER)

SIP ExtensionKX-NT300 SERIESKX-NT265 (VERSION 2.0 OR LATER)

System Features - SIP

• Session Initiation Protocol (SIP)– The TDE supports the connection of SIP supported

IP Telephones– The PBX supports SIP devices that use RFC 3261,

3264, 3310, 2327 or 4028– Some SIP devices may not work on this PBX

System Features – Enhanced Walking Ext.

• Enhanced Walking Extension– With the Walking Extension feature extensions use a

Service-In mode to operate normally and an Service-Out mode, where they can no longer make or take calls, to allow users to use an extension at the office or at home or an alternate location

– This feature is also useful for business that share desks for different shifts throughout the day. A user would simply log into their phone and set their extension settings when they come to work

– Extension Pin is required for this feature to function

System Features -Simplified Voice Mail

• The TDE’s IPCMPR card comes equipped with a two port Simplified Voice Mail (SVM)

• Users can redirect their calls to a mailbox created on the SVM either by call forward or intercept route programming

• Up to 125 message (including outgoing greeting) and/or 60 minutes of recording time can be used. When there is 90% usage users are notified via their display and by hearing tone 3 when going off hook

System Features – Boss/Secretary - Call Forward

• Boss and Secretary Feature– When the boss has his extension forwarded to his

secretary, the secretary extension can still call and or forward calls to the Boss’s extension

• Call Forward – The TDE system allows a call for forward four times

on an incoming call– If the fourth destination is set to Call forward feature

or has intercept destination set then the forwarding is set back to a zero count and start all over

System Features - CTI• CTI

– First Party Call Control• First Party Call Control requires the physical connection of a

DPT to a PC using a USB Add on module. The PC can then monitor the extension and have call handling option via a GUI interface

– Examples of First Party Call Control include: PC Phone, PC Console, and Outlook Toolbar

– Third Party Call Control• Third Party Call Control connects a CTI Server via the LAN

port on the IPCMPR card. PC’s can monitor the status of the PBX and control functions of the PBX by using the CTI Server. Control is not handled by the local PC. This style of call control allows for screen pops and integration with databases on the network

Outlook Toolbar – First Party Call Control• This software is a CTI application for the

KX-TDA50/100/200/600 and TDE100/200 systems. The toolbar will allow you to:– Dial Calls using the Outllook Contact List– Answer incoming calls– Place Calls on hold– Forward your telephone from pre-set choices– Forward your telephone using the Outlook calendar– Establish Conference Calls

• This software can be downloaded from the www.kxtdasupport.com site and has a 60 day free trial

• Requires one license from the KX-TDA0350 to register the software.

Outlook Toolbar• The Outlook Add-in Software is designed to

work with Microsoft Outlook 2003• This enables the personal computer to handle

incoming and outgoing calls in conjunction with a KX-T7633 or a KX-T7636 Telephone

• Requirements:– KX-T7633 or KX-T7636 Proprietary Telephone– KX-T7601 USB Adaptor– KX-TDA50/100/200 with a version 3.0 or later– KX-TDA600 with a version 2.2 or later

Requirements

• Windows XP Professional SP2 or later• Windows 2000 SP4 or later• Microsoft Office 2003 SP2 or later• CPU: Pentium 1 GHz or higher• 256 MB or higher of Memory• XGA 1024 X 768 Display• D-XDP is not compatible with Outlook Add In

(USB)

Incoming Calls

• Name and Number are displayed on the Computer for Incoming Line and Intercom Calls

Use the mouse to answer the calls. This will activate the speakerphone

Bar is Added to Outlook

• Incoming Calls can be handled with a mouse

• Calls can be placed on hold, transferred, or placed in a conference mode. This bar can be customized for each user. Functions may be added or deleted from the toolbar.

• Dial – The dial function allows you to make an internal or

external call from the keyboard. Recently dialed numbers will be retained from the drop down arrow.

Functions

• Answer – Incoming Calls can be answered by clicking on the

icon• Call Handling

– After the call is answered, the call can be placed on hold, transferred, conferenced or dropped.

• Call Forward – Multiple Call Forwarding types are maintained in the

tool bar. Preprogrammed forwarding destinations will appear for internal and external calls.

Functions

Select the Call Forward Type and Highlight the Destination

Press Set to confirm the new call forward destination

Dialing from Outlook

• Any contact can be dialed directly from Outlook

Press the Dial Number Button to display numbers

Schedule Call Forward from Calendar

• While setting appointments, the phone can be automatically call forwarded during the meeting

While setting appointments in the Calendar, pre-set the call forward at the same time.

Phone Assistant Series

Express Release Feature Highlights

Phone Assistant Express

PBX productivity to empower the End User.PBX productivity to empower the End User.PBX productivity to empower the End User.

Phone Assistant Express

• Key Benefits:– View Colleagues online presence and

telephone status– Absent Message– ‘I want to…’ wizards for easy access to

PBX features• e.g. Forward, DND, etc

– Simple and intuitive point n click call control

– View and Dial from PBX extension directory/speed dial list

– Dial from user created contact lists– Get reminder of missed calls– View, search or sort call history– IP camera integration and control– Conference room (participator)– Doorphone and IP camera integration– Message Waiting– Call Pick-up/Recording

Online Presence and Status

• Set your own online Presence to inform colleagues that you are either: available, will return soon, gone home, in a meeting, in conference, urgent only, not at my desk, or add a custom message.

• See colleagues’ online presence and telephone status before you make calls.

Improved EfficiencyImproved Efficiency

Absent Message follows presence

• PA users can display an absent message that will be displayed on their telephone when they are away from their desk. Users can type their own absent messages.– Example – On the Road

Better IntegrationBetter Integration

‘I want to…’ wizards

• “I want to” wizards ideal for new users. The following wizards are available:I want to…– Change my phone forward

settings– Change my do not disturb

settings– Open call control– View IP camera– Edit my contacts– Look at history– Change my options

Simple and IntuitiveSimple and Intuitive

Call Control

• Once a call has been established, this displays easy to use call control functions. These functions include:– Put the call on hold– Screened transfer a call– Hang-up – Blind transfer a call– Record the call

Simple and IntuitiveSimple and Intuitive

Door phone and IP Camera Integration.

• Panasonic IP cameras can also be integrated with a door phone. When a door phone call is answered, the IP camera tab opens and video from camera feed is displayed.

• A door-opener can be controlled from this tab at the press of a button.


Call History Search

• History log entries can be searched via text input box located on History tab.

• Call history log entries can be searched by – number – date – time – length of call

Added ValueAdded Value

Contacts and Directories

• PBX System Speed Dial directory is available. These are labeled as “Phone Directory”. The list can be sorted for easy access.

• Contacts from speed dial lists can be added to personal contact list via ‘Drag & Drop’.

Easy to useEasy to use

Message Waiting

• Busy users can be left a ‘Message Waiting Indication’ to alert them that they were being contacted.

• When clicked, the Message Waiting Icon opens up to reveal extension number of caller. The option is given to Call Back or delete the message.


Call Pick-up

• Calls coming in to Busy extensions can be picked-up at the press of a button.


Call Recording

• Calls can be recorded directly to Voice mail at the press of a button.

*Panasonic TVA Voice Processing System required.




Phone Assistant Status Express

PBX productivity to empower the End User.PBX productivity to empower the End User.PBX productivity to empower the End User.

Phone Assistant Status Express

Key Benefits:• Provide Team Leaders/Supervisor

powerful Tools• Monitor Team in Real-time*• Monitor Call history of Individual

and Team• Barge-in to calls• Take-over calls • Call History Search• Reporting (sample)• Export Call log to CSV file

Real Time Monitoring

• Selected extensions are monitored by the supervisor and call details are displayed in the information panel:– Call Status– Online Presence– Direction of call

Inbound/Outbound– Caller ID details– Call duration– Status duration


Barge-in Calls

• Supervisors can Barge-in to selected monitored calls.– Provide assistance to Team

Member• A Conference Call is setup

– allowing supervisors to communicate with all parties.

Barge-in to selected callsBarge-in to selected calls

Take Over Calls

• Supervisors can Take Over selected monitored calls.– Provide assistance to Team

Member• Selected call is removed

from the internal user (e.g. new employee) and transferred to the supervisor.

Take Over to selected callsTake Over to selected calls

Call History Search


• Call history log entries can be searched by – Number – Date – Time – Length of call

Add ValueAdd Value

Reporting

• A limited report (last 10 calls) of a selected extensions call history is displayed within the report tab.

Add ValueAdd Value

Export Call Log to CSV

• Limited history report data (last 10 calls) can be exported as CSV file to use with external 3rd party report software

Add ValueAdd Value



Phone Assistant Manager


Key Benefits:• Browser based

administration• Ideal for System

Administrator to manages PBX System and Extensions

Strengthen the IPBX capabilities and help sell the system.Target: Empower the Administrator or IT manager.Strengthen the IPBX capabilities and help sell the system.Strengthen the IPBX capabilities and help sell the system.Target: Empower the Administrator or IT manager.Target: Empower the Administrator or IT manager.


• Key System settings• Key Ext Settings



Pro Release Feature Highlights

Phone Assistant Pro

Sell powerful productivity tools, empower End User.Sell powerful productivity tools, empower End User.Sell powerful productivity tools, empower End User.

Phone Assistant PRO (ver 1.1)

Phone Assistant Pro has the same features as Phone Assistant Express with many new and improved features.

Improved:• Conference room (initiator)• 128 Phone Assistant Users• Call History unlimited with search• 100 groups in contact list

New:• Outlook Integration• IP Softphone Module

Call History (unlimited) with Search

• The number of history log entries that can be viewed is only limited by available PBX call data.


• Call history log entries can be searched by – Number – Date– Time – Length of call

Add ValueAdd Value

Contact List Groups

• PA contact list can be sorted into groups. Preset groups include: – Business – Private – All contacts

• Users can create and name new groups

• A total of 100 groups can be defined by user


Outlook Integration

• Microsoft Outlook contacts can be integrated into Phone Assistant. The contact details appear under contacts tab.

• Once MS Outlook contacts are linked, users can dial any Outlook contact from Phone Assistant.

Add ValueAdd Value

IP Soft phone Module (KX-N9101X)

• IP Softphone is an additional module that can be installed as a plug-in module.

• Users that have the module installed can make calls directly from the softphone without the need of a physical phone.

• The user’s laptop acts as an IP phone and a built-in Dial pad allows for easy dialing.

Requirements: • Mic/Headset required on PC• TDA PBX with IP EXT16 Card• PC connected over IP Network

Remote/Home workerRemote/Home worker



Phone Assistant Status Pro

To strengthen PBX argument and help sell PBX.Target: Empower Supervisor / Manager / Team LeadTo strengthen PBX argument and help sell PBX.To strengthen PBX argument and help sell PBX.Target: Empower Supervisor / Manager / Team LeadTarget: Empower Supervisor / Manager / Team Lead

Phone Assistant Status Pro (ver 1.1)

Phone Assistant Status Pro has the same features as Phone Assistant Status Express with many new and improved features:

Improved :• Monitor ALL 128 users in Real-time • Unlimited Call history of all users with

search• Built In Basic Reports• CSV Export for ReportNew• Listen in

Built-in Basic Reports

• A basic report of a selected extensions call history is displayed within the report tab.

Add ValueAdd Value

CSV Export for Reports

• Basic history report data can be exported as CSV file to use with external 3rd party report software

Add ValueAdd Value

Listen-in

• Supervisors can listen-in secretly to monitor calls.

Add ValueAdd Value


Key Enhancements:• Program settings for

each user• Remote extension lock• Flexible key assignment

for each phone

To sell PBX productivity empowering administrator (IT Manager)To sell PBX productivity empowering administrator (IT Manager)To sell PBX productivity empowering administrator (IT Manager)

Product Line-up

License Options

Ordering – Product Line-up

KX-NCS1201(PA Status Pro 1 License)

PA Status Pro

KX-NCS1101(PA Pro 1 License)KX-NCS1105(PA Pro 5 License)KX-NCS1110(PA Pro 10 License)KX-NCS1199(PA Pro 128 License)

PA ProLicensed module

Application Product

KX-NCS9101(PA IP Softphone 1 License)

IP Softphone

LicensingPhone Assistant is bundled on a CD or downloaded free from the Dealer Site

• From this CD, software can be installed as follows:• PA PRO mode

– Full Phone Assistant Pro feature – requires 1 license per user (requires purchase from Dealer)

– Licenses available as 1, 5, 10, or 128 user license packsFor customer to test Phone Assistant for its features, they can choose:• PA PRO Trial mode

– Full Phone Assistant Pro feature –time limit for 60 days from date of installation– Customers purchase License for future use -required after 60 days– Maximum 2 – TDA50, 4 - TDA100/200, TDE100/200, 8 - TDA600 PA

simultaneous logins allowed• PA Express mode

– Phone Assistant Express -limited features with no time limit on use– No License required – Maximum 5 – TDA50, 10 - TDA100/200. TDE100/200, 20 - TDA600 PA

simultaneous logins allowed

PA maximum log in during license or trial mode:

Phone Assistant Pro

128 + 20208128KX-TDA600

128 + 10 104128KX-TDA100KX-TDA200KX-TDE100KX-TDE200

128 + 552128KX-TDA50

PA Pro mode + PA Express mode

PA Express mode

PA Pro Trial mode

PA Pro mode

PBX

Phone Assistant Pro/Express Comparison

Participant OnlySet up as initiatorConference

120Function Presets (Fwd and Presence)

Not SupportedYesIP Softphone

14IP Camera Monitor

Last 10 CallsUnlimitedCall History

Not SupportedYesOutlook Integration

2 Groups / 10 Items per group

100 Groups / 100 Items per group

Contact ListPA Express ModePA Pro/PA Pro Trial ModeFunctions

Pro Trial Mode expires after 60 days

To use IP Softphone with Pro Mode, a license for NCS9101 is required. IP Softphone can be used with Pro Trial Mode with no license.

ACDReport Server

PA Server

PBX

LANAgents

Supervisors are able to Monitor Phone Status of each Agent and also create reports on call flow at any time.

Agents can improve productivity and call handling with the use of PA Pro and features including Customer data screen pops and the ability to handle calls with a click of the mouse

ACD Report

Supervisor

PA Pro.

Call Center Application

Business ApplicationsOperator Solutions

PDN/SDN

ICD Group

Queing with Messaging

Voice Mail Applications

Back up an Operator

Auto Attendant

Network Applications

GW Card

Ip Ext Card

NT136/ NT265/NT3XX

IP Soft Phone

NDSS

Centralized VM

Virtual Portable Stations

PS Roaming

NCV Applications

Monitor

Performance Graphs

Call Logs

Agent Logs

Reports

CO Report

System Report

Groups Report

Agent Report

panasonic kx-tde, outlook toolbar and pa pro sales ......a two port simplified voice mail (svm) •...

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