HiPath SimplyPhone for Outlook/Lotus Notes V4.0

HiPath SimplyPhone for Outlook/Lotus Notes V4.0 is a PC software that integrates telephony functions into Microsoft Outlook or Lotus Notes Clients.

HiPath SimplyPhone lets users dial from global directories, personal address books or LDAP-compatible databases with a simple click of the mouse. Telephone calls can also be initiated through click & dial from the inbox, outbox, task or journal folders, or from the calendar. Telephone calls can be associated with client-specific codes (Client Matter Codes) to facilitate customer billing.

To a large extent, the functionality of HiPath SimplyPhone V4.0 is also available within HiPath Xpressions V4.0 in the form of "Full CTI Extensions". The exact scope of features can be found in the HiPath Xpressions V4.0 documentation.

Features

 * Click and Dial from LDAP-compatible databases und addresbooks, from personal addresbook and out of e-mail, task, and journal folder or from calendar.
 * Full call control from the Desktop PC (e.g. consult, conference, call transfer ...)
 * Logging function for inbound and outbound phone calls
 * Automatic entry of client matter codes (CMC)
 * Partnerbar / Teamfunction
 * Call Rescheduling
 * Storage of call related data in configurable journal and task folders
 * Terminal Server support (Windows 2000/2003, Citrix MetaFrame XP)
 * Improved software-installation (MSI-support, unattendant installation, central configuration)

A detailled description of all features is included in chapter Feature description in detail.

What is new ? - Differences to previous versions
Sales relevant differences

HiPath SimplyPhone for Outlook/Lotus Notes V4.0 is now marketed as a "1st party" and a "3rd party" version and not longer as a single Outlook and a single Lotus Notes version. Technically the Outlook and Lotus Notes versions are still existing and offer a slightly different featureset due to groupware integration reasons.

Differences within the feature set

The major differences of V4.0 compared to V3.1 are

For both versions applies compared to V3.1:


 * Team Assistant
 * Show and hide of context-sensitive buttons for telephony functions
 * Version display in "About" dialog
 * Support of additional languages
 * Support of terminal servers (Windows 2000/2003, Citrix MetaFrame XP)
 * Improved software installation (MSI support)
 * Product licensing with HiPath License Management
 * No further support of Microsoft Windows 95, 98, ME and NT4 operating system

Configuration Overview
HiPath SimplyPhone für Outlook / Lotus Notes V4.0 is offered in two position


 * SimplyPhone für Outlook / Notes V4.0 1st party
 * SimplyPhone für Outlook / Notes V4.0 3rd party

Each position includes the Outlook and Lotus Notes version. After ordering all SW version are delivered on a single CD. During the installation process the require SW variant can be choosen from the setup program.

Operation of the 1st and 3rd party version requires appropriate licenses. HiPath License Management (HLM) tools are use for the first time within SimplyPhone V4.0 for the licensing process. A detailled description can be found in the chapter Licensein.

SimplyPhone für Outlook / Notes V4.0 1st party version
In 1st party connections, the physical connection is made at the terminal using a RS232(V.24)/USB or a LAN cable. Depending on the terminal CallBridge TA/TU or CallBridge Collection is required as TAPI-Service provider.

The feature set of SimplyPhone 1st party is comparable to the feature set of the 3rd party except Team-Assistant functionality. In addition to the 3rd party feature set the Phone Control feature can be used in 1st party constellation based on CallBridge Collection. SimplyPhone 1st party should be installed mainly, if only few PCs within a company have to be equipped with SimplyPhone for Outlook/Lotus Notes and the costs for installation and operation of a dedicated telephony server (e.g. CAP) would be too high.

Remark: In case of expansion to a 3rd party configuration, the 1st party installations cannot be controlled by the telephony server. The 1st party SimplyPhone installations have to stay always connected to the terminals.

SimplyPhone für Outlook / Notes V4.0 3rd party version
For operation of SimplyPhone 3rd party a telephony server like HiPath CAP or HiPath TAPI 170 connected to the switching platform has to be installed within the customer LAN. All Client PC with SimplyPhone 3rd party have to be connected via LAN infrastructure to this telephony server.

The feature set of the 3rd party version is comarable to the 1st party version except the Phone Control feature.

SimplyPhone and CAP software can be ordered either on CD or can be downloaded from the Software Supply Server of the manufacturer.

Requirements
The HiPath SimplyPhone for Outlook/Lotus Notes software consists of a client component and a server component. The client component is installed on every client computer and the server component is installed on any one server in the customer LAN. It is used for partner identification on the basis of personal data in the Exchange or Domino server.

Depending on the connection the basic prerequisites are different

Requirements for 1st party
Telecommunication systems
 * Hicom 300 E V3.0
 * HiPath 4000 V1.0/V2.0
 * HiPath 3000 V3.0 / V4.0 / V5.0

Terminals
 * Optiset E with Control- / Data Adapter
 * optiPoint 500 with USB interface
 * optiPoint 410, optiPoint 420

Cables
 * V.24 / USB or LAN cabel to connect PC with terminal

Client PC hardware However, it should be noted that the operating system, groupware and any additional software components in use in the customer environment may require considerably more powerful hardware.
 * Pentium III with 500 MHz clock
 * 256 MB RAM
 * 500 MB available hard disk space
 * Ethernet LAN Interface ! (even if the PC has no LAN connection)

Client PC software
 * SimplyPhone for Outlook/Lotus Notes V4.0 SW
 * License for SimplyPhone for Outlook / Lotus Notes V4.0 1st party
 * 1st party TAPI service provider
 * Microsoft Windows operating system
 * Terminal Server as alternative
 * Microsoft Outlook or Lotus Notes Groupware

Prerequisites for 3rd party
Telecommunication systems:
 * Hicom 300 E V3.0
 * HiPath 4000 V1.0 / V2.0
 * HiPath 3000 V3.0 / V4.0 / V5.0

Client PC hardware However, it should be noted that the operating system, groupware and any additional software components in use in the customer environment may require considerably more powerful hardware.
 * Pentium III with 500 MHz clock
 * 256 MB RAM
 * 500 MB available hard disk space
 * Ethernet LAN Interface ! (even if the PC has no LAN connection)

Client PC software
 * SimplyPhone for Outlook/Lotus Notes V4.0 SW
 * License for SimplyPhone for Outlook / Lotus Notes V4.0 3rd party
 * 3rd party TAPI service provider
 * Microsoft Windows operating system
 * Terminal Server as alternative
 * Microsoft Outlook or Lotus Notes Groupware

Optional prerequisites for 1st und 3rd party
The Server components are optional and are installed on a dedicated PC within the customer LAN, if the Partner Identification Service is used. Following minimum requirements must be met:

Server PC HW Here, too, the Microsoft operating system and any additional components that may be in use could demand more powerful hardware.
 * Pentium III, 733 MHz
 * 512 MB RAM
 * 500 MB available hard disk space

Server PC SW
 * Server operating systems
 * SimplyPhone Partner Identification Service (ParIS)
 * Customer License Agent (CLA)

Tested TAPI Service Provider
Operation of HiPath SimplyPhone requires a telephony provider that supports version 2.0 (or higher) of the Microsoft interface. HiPath SimplyPhone for Outlook/Lotus Notes has been tested use with the following providers:

HiPath SimplyPhone 1st party connection CallBridge TU requires an optiPoint 500 with a USB cable, and Hicom 300 or HiPath 4000 must be appropriately configured. CallBridge TA requires a data adapter on the Optiset E phone, and the Hicom must be appropriately configured. CallBridge IP is available for optiPoint 400 terminals.
 * CallBridge Collection V2.0 (CallBridge TU/TA/IP – CorNet-TS)
 * CallBridge TA V2.0 (CorNet-WP, Hicom 300)
 * CallBridge TA V2.0 (CorNet-WP, HiPath 4000)
 * CallBridge TU V2.0 (CorNet-WP, Hicom 300)
 * CallBridge TU V2.0 (CorNet-WP, HiPath 4000)
 * CallBridge for Desktop V1.45 (CorNet-WP Hicom 300 US R6.5, 6.6)
 * optiClient 130 V5.0

HiPath SimplyPhone 3rd party connection
 * HiPath CAP V2.0
 * HiPath CAP V3.0
 * HiPath TAPI 170 V2.0
 * HiPath TAPI 120 V2.0

Note The Team Assistant cannot be used in combination with HiPath TAPI 120.

Prerequisites in combination with firewalls
HiPath SimplyPhone für Outlook / Lotus Notes V4.0 used following ports in a LAN environment These ports have to be enabled in firewall configurations.


 * SMTP (Mailfunction missed calls ): Port 25
 * CTI/SCCP function: Port 27535
 * CRI/CTI function(caller identification): Port 4999
 * Connection with LDAP: Port 389
 * Connection with LDAPS: Port 3268
 * LotusNotesClient with ParIS: Port 1532
 * CTI/TAPI function: Port 8170
 * CTI function: Port 8180
 * Port for licensing via HLM: Port 61740
 * Licensing via CAP: Port 80 bzw. 8080
 * Xpressions environment: Port 1107, 8968 und 8944

Limitations
Due to the greatly heterogeneous hardware and software found in customer environments, and the rapid changes that PC hardware and software undergo, certain constellations may be encountered that are incompatible with HiPath SimplyPhone. These must be discussed with the customer in advance and a test setup within the customer environment may be necessary. For this purpose, HiPath SimplyPhone provides a one-time evaluation license for 30 days (1st party connection only).

Known limitations/notes

 * Only one version of SimplyPhone (1st party or 3rd party connection) can be installed on a client at any one time.
 * When a teleworker or homeworker client is connected to SimplyPhone for Outlook, there may be delays when scrolling through the Outlook folders, depending on the available bandwidth. In particular, this applies to clients operated via VPN.
 * In customer environments with firewall systems, the ports required by SimplyPhone/CAP may have to be unblocked in the firewall.
 * No support of Pentium IV with enabled hyperthreading
 * No support of multiprocess systems
 * The feature CMC (Client matter code) works only in combination with HiPath CAP.

SW Delivery
If HiPath SimplyPhone SW is ordered, it will be delivered on CD. For service purposes the SW can also be downloaded from the Software Supply Server of the manufacturer. SW-patches for dedicated problem corrections can be retrieved from the Knowledge Base within the Partner Portal of the manufacturer (login required). Access to the two methods mentioned above is only granted by the manufacturer to registered partners on a contractual base.

SW on CD

The CD contains Software and documentation.
 * Release Notes
 * Documenation
 * HiPath SimplyPhone for Outlook V4.0 User Guide
 * HiPath SimplyPhone for Lotus Notes V4.0 User Guide
 * HiPath SimplyPhone for Outlook V4.0 Administrator Guide
 * HiPath SimplyPhone for Lotus Notes V4.0 Administrator Guide
 * Software
 * Partner Identification Service 4.0
 * SimplyPhone for Notes 4.0 floating          (= 3rd party Variante)
 * SimplyPhone for Notes 4.0 remote            (= 1st party Variante)
 * SimplyPhone for Outlook 4.0 floating        (= 3rd party Variante)
 * SimplyPhone for Outlook 4.0 remote          (= 1st party Variante)
 * CallBridge Collection V2.0
 * HiPath TAPI 120 V2.0
 * Customer License Agent
 * Tools

The desired SW components can be choosen by the "Master Setup" program during the installation process.

SW on the SW-Supply Server

The SW will be offered by the Server for download as a ZIP file. After unzipping following files are available:
 * Release Notes
 * Documenation
 * HiPath SimplyPhone for Outlook V4.0 User Guide
 * HiPath SimplyPhone for Lotus Notes V4.0 User Guide
 * HiPath SimplyPhone for Outlook V4.0 Administrator Guide
 * HiPath SimplyPhone for Lotus Notes V4.0 Administrator Guide
 * Software
 * Partner Identification Service 4.0
 * SimplyPhone for Notes 4.0 floating          (= 3rd party Variante)
 * SimplyPhone for Notes 4.0 remote            (= 1st party Variante)
 * SimplyPhone for Outlook 4.0 floating        (= 3rd party Variante)
 * SimplyPhone for Outlook 4.0 remote          (= 1st party Variante)
 * Tools

The Master Setup programm is not included. The requested SW components have to be installed via the local Setup program included within the appropriate folder.

Patch Supply

Normally SW patches are supplied on single file base. Only such files are deleivered, which are relevant for correction.

Licensing
Overview Use of HiPath SimplyPhone for Outlook/Lotus Notes requires a valid license. Without a license, HiPath SimplyPhone can only be used for a 30 day period, after which execution of the program is blocked. For the first time, licensing of HiPath SimplyPhone now takes advantage of the components and mechanisms of the HiPath License Management (HLM) feature.

Licensing of First-Time Installation
Licensing of 1st party connection After installation, HiPath SimplyPhone asks for a license code. Authorized persons can obtain the license code from the CLS by specifying the order-related license authorization code (LAC), and can then enter it directly into HiPath SimplyPhone.

Licensing of 3rd party connection In 3rd party connections, the license codes are made available by the CLS on an order-related basis, as they are for 1st party connections. In this case, however, instead of being entered directly into HiPath SimplyPhone, the licenses are entered into the CLA or CLM HiPath License Management component. If HiPath SimplyPhone is operated in conjunction with HiPath CAP V2.0/V3.0, an additional SimplyPhone license is needed for CAP. The license is automatically generated by the CLS when the SimplyPhone 3rd party connection is ordered and does not have to be ordered separately

Licensing of Upgrades
SimplyPhone can only be upgraded from V3.1 to V4.0. Earlier versions cannot be upgraded and must be treated as a new order. Upgrading requires the software and a new license code

HiPath SimplyPhone V3.1 - 1st party connection To provide the new license for V4.0, the CLS asks for the CD key of the existing SimplyPhone V3.1 installation and checks its validity. The CLS will only upgrade the software and supply a new HiPath SimplyPhone license if a valid (i.e. previously registered and already licensed) CD key is entered.

HiPath SimplyPhone V3.1 - 3rd party connection Before generating a new license, the CLS asks for the MAC ID of the destination system and checks it against version 3.1 licenses that have already been granted for this MAC ID. The number of upgrade licenses supplied never exceeds the number of V3.1 licenses that were previously licensed on the MAC ID

Promotion Licenses
6 SimplyPhone Promotion Licenses are shipped with every HiPath 33x0 and 35x0 basic system. These licenses operate only in combination with HiPath TAPI 120 service provider. Within a HP 3000 installation only 6 promotion licenses are allowed. The promotion licenses can be expanded with normal SimplyPhone 3rd party licenses if necessary. Therefore a special expansion bundle has been defined within the HP 3000 ordering structure.

Feature description in detail
This description of features applies to both versions of HiPath SimplyPhone (for Microsoft Outlook and for Lotus Notes), therefore, the following description of features is arranged in two columns to highlight the differences.

Display Dialog for Incoming Call
For incoming calls, a small display dialog appears next to the mouse pointer showing the caller's name and telephone number.

Use of telephone convenience functions
Which particular CTI convenience functions are available to you depends on the configuration of the telephone system and the TAPI service provider in use. The following table provides an overview of the functions supported in each of the combinations of telephone system and TAPI service provider.

Team Assistent
The Team Assistant displays the current telephone status of configurable team members. The Assistant can be used to call team members directly. In addition, calls can be picked up from or transferred/forwarded to team members. A setup menu is used to define the appearance of the Team Assistant on the desktop and which members are displayed.



The Team Assistant can handle a maximum of 20 members per workstation. These team members must have HiPath SimplyPhone installed on their client and the necessary SimplyPhone licenses must be stored in the CAP. If users without HiPath SimplyPhone are to be included in the team bar, it must be ensured that the licenses (CAP S) necessary for these users are found in the CAP as well.

The Team Assistant is only available in 3rd party connections in combination with HiPath CAP or HiPath TAPI 170.

Dialer
The dialer is started by clicking on the receiver icon in the system tray and always appears in the foreground on the desktop



The dialer can be positioned anywhere on the screen. Its functions are:
 * call control for outgoing/incoming calls
 * dialing via drag & drop from other applications
 * partner identification
 * caller list of unanswered calls
 * phone book
 * search in address books
 * speed-dial list
 * telephone control (only for 1st party connection with Callbridge TA/TU)
 * opening of call rescheduling list

These functions can also be used if Outlook has been minimized or other applications such as Microsoft Word have been opened.

Supported Call Number Formats
In general, HiPath SimplyPhone supports the so-called canonical call number format (e.g. +49 (89) 722-0). It also supports call number formats that can be manually dialed at a terminal of the telecommunications system and that lead to the completion of a call, e.g. (00897220). A pause in dialing can be defined by entering a comma in a call number. There are exceptions to the above rule In particular, these are in regard to special number prefixes or suffix dialing after a connection has been established. For example, voice mail cannot be controlled from the HiPath SimplyPhone command line or the dialer using MF tones.

Telephone Control
The telephone control system shows the menu control and the optiset E/optiPoint 500 telephone display. With it, the user can operate on the screen all functions that are normally available on the telephone.



This function is only available for SimplyPhone V4.0 1st party connections in combination with CallBridge Collection.