Net Console CM Guide
Net Console CM Guide
NET
CONSOLE
CM
09/2003
INSTALLATION GUIDE
KAREL may modify the content of this guide because of any improvement or addition
without any notice. The products may have some differences from the functionality
written in this guide according to the hardware revision or software version.
CONTENTS
GENERAL INFORMATION:..........................................................................................1
Introduction:..........................................................................................1
Making the Connection between the PABX and the Server Computer:............3
Compatibility:....................................................................................................3
The System Configurations:....................................................................................3
SPECIFICATIONS & REQUIREMENTS:.......................................................................5
Configuration Alternatives:.................................................................................5
Net-Console Server and Net-CM Installation Alternatives:...............................7
Net-Console Server and Net-Console Installation Alternatives:.......................8
Installation of the TCP/IP Protocol:........................................................................9
HOW TO INSTALL:.....................................................................................................12
Installation Steps for Net-Console Server, Net-Console (For System
Administrator-Admin) and Net-CM:..................................................................12
Net-Console (For Normal Users) Installation Steps:...............................24
Installation Steps for System Administrator:..................................................27
Installation Steps for TAPI Service Provider (TSP):...........................................29
Uninstalling the Programs:................................................................................31
II
GENERAL INFORMATION
INTRODUCTION
Net-Console/Net-CM software package is a Computer Telephony Integration (CTI)
module that combines the Karel PABX and a computer network at a common point
enabling their cooperative usage at many points.
That multi-purpose module consists of the units below:
1)
Net-Console Server
2)
Net-Console
3)
Net-CM
4)
System Administrator
5)
TAPI Service Provider
-
The Net-CM program, on the other hand, provides processing of call records
by computer.
COMPATIBILITY:
Net-Console Server program is compatible with the MS38S, MS48, MS48-ISDN,
MS128, MS224 PABX systems with software of version 3.11 or better and the
MS26S systems with software of version 1.08m or better.
Taking the fact into consideration that the Net-Console Server program is
managing the communication between the PABX and the clients, it will be useful
to install this program on a computer, which is fast enough to maintain the traffic
load and with no other software running on it.
Moreover, since the programs are supplied in an installation CD, a CD-ROM drive
is required for the computer(s) on which the programs will be installed. If there is
no CD-ROM drive on the computer(s) on which the programs will be installed, then
the drive of another computer can be shared and the installation is done over the
network.
MS48
MS128
MS224
DS200
look for a security plug on serial port, and it will not try to make a licence
verification, but it will not serve Net-Console and Net-CM programs, either.
This adjustment must be made by the user, by editing the properties of NetConsole Server shortcut that is created by the Setup program, and by entering /np
parameter manually. Otherwise, when there is no security plug between serial port
of PC and PABX, Net-Console Server may not work correctly for programs that do
not require licence either.
NET-CONSOLE SERVER
ALTERNATIVES:
AND
NET-CM
INSTALLATION
In order to run the Net-CM program, the Net-Console Server program must be
installed to a PC that is connected to one of the Karel MS26S, MS38S, MS48, MS48ISDN, MS128, MS224 or DS200 PABX systems through its serial port. The NetConsole Server program communicates with the Net-CM program by using DDE,
NetDDE or TCP/IP protocols.
If Microsoft Network environment is not present, or if the Microsoft Network
Client or TCP/IP is not available, then both of the Net-Console Server and Net-CM
programs can be installed to the same PC. In this case, the communication
between the two programs will be done through DDE protocol. There is no need for
a network setup for that case.
On the other hand, if the Microsoft Network environment is present, if the
Microsoft Network Client or TCP/IP is available, the Net-Console Server and
Net-CM programs can be installed to separate PCs (upon wish.) In this case, the
communication between the two programs will be carried out through NetDDE or
TCP/IP protocols. In order to realize it, while entering the configuration information
of the Net-CM program, NetDDE or TCP/IP should be chosen as the communication
protocol. If NetDDE is chosen, then the name of the PC on the Microsoft Network,
on which the Net-Console Server program is running, should be entered. If TCP/IP
is chosen, then the name or the IP number of the PC, on which the Net-Console
Server program is running, should be entered.
Within this network structure, it is also possible to run the Net-CM program
from multiple PCs (but not simultaneously.) To provide that, the Net-CM program
should be installed to any PC in the network (this may be the PC, to which the
Net-Console Server program has been installed) and the folder, in which the
program has been installed should be shared by the other persons who will use
the program as authorized with all the privileges. In that case, the people, who
will remotely use the program, should assign the shared folder as a network drive.
Click the Modem icon in the Control Panel. Since there is no installed
modem, the operating system cannot detect any. Therefore, you will indicate
that you will choose it from the list. Click Next.
The system will ask you to choose a serial port for the modem. Since
you will perform a single-user installation, you will install the Net-Console
Server program to the same computer. The Net-Console Server program
communicates with the exchange through a serial port, hence you should
choose a serial port for the modem that is different from the one that makes
the connection to the exchange via the RS232 cable. After choosing the proper
port, finish the modem installation by clicking the Next button again.
Now you have to install the Dial-Up Adaptor and the TCP/IP protocol to your
system. For this, click the Network icon in the Control Panel.
In the window that you have to choose the network component type, choose
the adaptor and click the Add button.
In the window that opens, pick Microsoft from the list on the left and
Dial-up adaptor from the list on the right and click OK.
In the window that you have to choose the network component type, choose
Protocol this time and click Add.
In the window that opens, pick Microsoft from the list on the left and
TCP/IP from the list on the right and click OK.
Windows will restart. After the restart, the necessary network configuration
for running the single-user Net-Console program will be ready in your
system.
10
While installing the Net-Console program, you must enter 127.0.0.1 (since the
PC is the same) when the IP address of the computer, on which the Net-Console
Server program runs, is prompted.
Installation of TCP/IP Protocol for Single-User Net-Console, to a Computer with
no Network Medium (Windows NT):
- Click the Network icon in the Control Panel.
- Click Add in the protocol page. Choose the TCP/IP protocol from the list.
- If you are prompted whether you want to use DHCP, click No.
- After the installation is complete, click the Close button that is at the
bottom of the network window. Your computer will restart.
- While installing the Net-Console program, you must enter 127.0.0.1 (since
the PC is the same) when the IP address of the computer, on which the NetConsole Server program runs, is prompted.
Important Note:
It is recommended that all the other programs running on the computer, to which
the Net-Console Server, Net-Console and Net-CM programs will be installed
should be closed before the installation. Especially the Auto-Protect feature of
the Norton Antivirus program should be deactivated during the BDE installation of
the Net-Console program. Likewise, considering that the other running programs
may cause trouble as well, please close all programs running on Windows.
11
HOW TO INSTALL
If the Net-Console and the Net-Console Server programs will run on the
same computer, then the TCP/IP protocol must have been installed and running
on that computer. The communication can be provided by using 127.0.0.1 as
the IP address, no matter the computer has a permanent IP address or
not. If the Net-Console and Net-Console Server programs will run on separate
computers (this also applies for the cases when multiple users will install
the Net-Console program), in that case the TCP/IP protocol must have
been installed to and running on the computers to which the Net-Console
and Net-Console Server programs will be installed. In other words, both
the server and clients must have TCP/IP protocol. In this case IP address
or computer name of the server PC must be entered as the server address.
In this chapter, the necessary steps for the installation, assuming that all the
programs comprising the Net-Console/Net-CM module will be installed to the
system, are mentioned. The Net-Console Server program must be installed, in
order to run the other programs. If the other programs will not be installed, the
related steps should be omitted. In order to install or uninstall the programs to or
from the computers with NT based operating systems, one should log on as a user
with Administrator privileges.
INSTALLATION STEPS FOR NET-CONSOLE SERVER, NETCONSOLE (FOR SYSTEM ADMINISTRATOR-ADMIN) AND NET-CM:
First, determine the computers, to which you will install the Net-Console
Server, Net-Console and Net-CM programs.
If the Net-CM and Net-Console Server programs will run on the same
computer, then there is no need for any network protocol; in this case, the
communication protocol is DDE (Dynamic Data Exchange). If the Net-CM and
Net-Console Server programs will run on different PCs, then the Microsoft
Network Client protocol or the TCP/IP protocol must be installed and running
on both PCs. In this case, the communication protocol is NetDDE (Network
Dynamic Data Exchange) or TCP/IP.
12
As the first step of installation, choose the type of the PABX that the
programs will communicate with, from the list, and then click OK. Since
the activation key(s), supplied on the CD cover, are PABX-specific, you are
supposed to choose that information according to the PABX whose license
you have purchased; otherwise, the programs will simply not work.
In order to install the Net-Console Server program, point to the text NetConsole Server or the icon next to it with your mouse and click.
13
The installation program will ask you whether you want to install the server
program for the PABX type you have chosen. Click Yes.
Then the installation program will ask for the folder, in which you want to
install the server program. Unless another folder name is chosen, the
installation program will automatically copy the program files into the folder
KAREL that is in the folder Program Files(for example, C:\Program Files\
KAREL\NCServer48). If you would like to install into another folder or drive, you
can browse the folder tree, or if you want to create a new folder, within another
folder you have chosen, you can do that by clicking the New Folder button.
You can proceed by clicking OK, after having chosen the folder to which you
will install the program.
14
At this stage, the installation program will copy the necessary files to run
Net-Console Server, into the folder you have already chosen. Wait for the
copying operation to be completed.
When the copying process is completed, the program will prompt you to
enter the necessary parameters for the Net-Console Server program to
run correctly. Choose the serial port that connects your computer to your
PABX, from the list next to the text COM Port No: Then, enter the NetConsole or
Net-CM activation key, which is delivered on the installation CD
cover, according to the license you have purchased. If you have purchased
licenses for both of the programs, then both of the activation keys will exist
on the CD cover. Enter both of them. Finally, chose the priority level of the
Net- Console Server program. If the level is chosen as High, then, since
your system will assign higher priority to the Net-Console Server program,
the other programs in the system will run more sluggishly. If the level is
chosen as Normal, then your system will assign equal priority to the NetConsole Server program together with the other programs. If the level is
chosen as Low, then your system will assign lower priority to the NetConsole Server program, compared to the other programs. You should make
15
the correct decision, considering the importance of the other programs running
on the same computer, on which the Net-Console Server program runs. After
having completed the level assignment, complete the Net-Console Server
program installation by clicking the OK button.
Finally, the installation program will add the icons that belong to the NetConsole Server program to the Start menu and then will inform you about
the completion of the installation as well as the name of the PC where
Net- Console Server program is installed. You can close that window by
clicking the OK button. Thus, you have completed the installation of the NetConsole Server program.
If you have purchased license for the Net-CM program, then you should have
determined the computer, to which you will install the Net-CM program, as
mentioned earlier. If you are installing both of the Net-Console Server and
the Net-CM programs to the same computer, then you can start the installation
of the Net-CM program, without closing the installation program. If you have
decided to install the Net-CM program to another computer, then you have to
exit the installation program and eject the installation CD. Then you will insert
16
that CD into the PC to which you will install the Net-CM program, and start
the installation. If the CD-ROM auto-run feature has not been disabled in your
system, then the installation program should begin as soon as you insert the CD.
If you have restarted the installation, again, as the first step for the installation
process, choose the language of the programs to be installed and the type of
the PABX with which the programs will communicate, from the list and click
the OK button.
In order to install the Net-CM program, point to the text Net-CM (Call Record
Management) or the icon next to it with your mouse and click.
The installation program will ask whether you would like to install the Net-CM
program. Click the OK button.
Then the installation program will ask for the folder to which you want to
install the Net-CM program. Unless another folder name is chosen, the
installation program will automatically copy the program files into the folder
KAREL that is in the folder Program Files(for example, C:\Program Files\
KAREL\Net-CM). If you would like to install into another folder or drive, you can
browse the folder tree, or if you want to create a new folder, within another
folder you chose, you can do that by clicking the New Folder button. You can
proceed by clicking OK, after having chosen the folder to which you will install
the program.
In that step, the installation program will copy the necessary files to run
Net-CM, into the folder you have already chosen. Wait for the copying operation
to be completed.
When the copying process is completed, the program will prompt you to enter
the necessary parameters for the Net-CM program to run correctly. You can
assign a password to the system, in order to prevent any unauthorized people
to view and/or modify call records. This password is the one that will be
prompted upon logging into the Net-CM program. Moreover, this password
will be asked for in order to delete records from the main file during
17
18
Finally, the installation program will add the icons that belong to the Net-CM
program to the Start menu and then will inform you about the completion of the
installation. You can close that window by clicking the OK button.
Thus, you have completed the installation of the Net-CM program, too. If the
Net-CM program will be used by others from time to time (not simultaneously,
since Net-CM is not a multi-user program), then the folder to which the Net-CM
program has been installed should be shared over the network by authorizing
the users with all the privileges. In this case, a shortcut to the Net-CM program
should be created at each users computer.
If you have purchased the license for the Net-Console program, then you
should have determined the computers, to which you will install the NetConsole program, as mentioned earlier. The public phone directory database
(the database containing the telephone numbers to be used by all extensions)
and the database containing the information related to the users, both of which
are included in the Net-Console program, should be in a common folder. Prior
to the Net-Console installation, this common folder that can be accessed by all
the extensions should be created on one of the computers in the network.
Then, this folder should be shared over the network by authorizing all of the
19
users who will use the program with all the privileges. After the creation of
such a folder, one can proceed to the installation of Net-Console.
If you will install the Net-Console program to the same computer with the
Net-Console Server program, you can start the Net-Console installation
without exiting the installation program. If you have decided to install the
Net-Console program to another computer, then you have to exit the installation
program and eject the installation CD. Then you will insert that CD into the
PC to which you will install the Net-Console program, and start the installation
program. If the CD-ROM auto-run feature has not been disabled in your
system, then the installation program should begin as soon as you insert the CD.
The Net-Console program runs in two distinct modes: Admin and Normal
User. By using the Net-Console program, Admin, as well as performing all
the operations that a Normal User can do, can access and modify the
other users data, create the public phone directory, and adjust all the
parameters of the PABX.
When the Net-Console program is installed as Admin, unlike the other
installation methods, a common folder, into which the common database files
will be copied, should be selected. The database files for all the users will be
copied to that common folder which has previously been determined. This
copying operation is done only once. The other users will just determine the
location of that folder during the installation. Moreover, since Admin will
manage the user accounts, it is essential to install the Net-Console program
as Admin at first, considering the necessity of determining the location
of common database files and the user accounts. The Net-Console program
may be run from the same computer by using different user accounts.
For example, Admin can log in the system with her/his own username
and password, through any users Net-Console program, and s/he can perform
all the operations that s/he can do by using her/his own computer, through
20
that computer. (Except call control, since the Net-Console program that has
been installed to the other computer would allow only that person to use her/
his telephone line. This operation mode is considered as the guest user mode
within the Net-Console program.) Therefore, especially the Admin password
must be known by the Admin only, for the sake of the security of the PABX
system.
The installation program will ask whether you want to install the Net-Console
program as Admin. Click the Yes button.
21
to keep them, continue with the installation by choosing Yes and wait for
the copying of the other files to be completed.
Then the installation program will ask for the folder to which you want to
install the Net-Console program. Unless another folder name is chosen, the
installation program will automatically copy the Net-Console program files
into the folder KAREL that is in the folder Program Files(like C:\Program
Files\KAREL\Net-Console). If you would like to install into another folder or
drive, you can browse the folder tree, or if you want to create a new folder,
within another folder you chose, you can do that by clicking the New Folder
button. You can proceed by clicking OK, after having chosen the folder to
which you will install the program.
At this stage, the installation program will copy the necessary files to run
Net-Console into the folder you have already chosen. In the meantime, if the
Net-Console program has previously been installed to the same computer,
and the personal records has been preserved during an uninstallation, or the
previous copy of the Net-Console program has not been uninstalled, you will
be asked whether you want to keep the previous information. If you want
22
Finally, the installation program will add the icons that belong to the NetConsole program to the Start menu and then will inform you about the
completion of the installation. You can close that window by clicking the OK
button. Thus, you have completed the installation of the Net-Console program
(as Admin).
23
version and if it is an older version than the one in the CD, installation of
Borland Database Engine will automatically start. All you will have to do is
wait until the installation is complete. The system will inform you after the end
of the process.
Before installing the Net-Console program for the first time as normal user,
the information you have to get from your Admin is below:
* If you are authorized to install and use the Net-Console program, your
username and password. (If you do not have an account, apply to Admin.)
* The name and the exact location of the folder that stores the common
databases used by the Net-Console program.
* Find out whether the configuration of your computer is adequate for the
Net-Console program operation (For example: Do you have a network
connection and TCP/IP protocol installed?)
Take note of that information, since you will enter it when prompted by the
installation program at certain stages during the installation.
Insert the installation CD into CD-ROM drive and start the installation program.
If the CD-ROM auto-run feature has not been disabled in your system, then the
installation program should begin as soon as you insert the CD.
As the first step of the installation, choose the language of the program you
will install from the list and click the OK button. Type of the PABX you are
using does not matter for you.
Then the installation program will ask for the folder to which you want
to install the Net-Console program. Unless another folder name is chosen,
the installation program will automatically copy the Net-Console program files
into the folder KAREL that is in the folder Program Files(like C:\Program
Files\KAREL\Net-Console). If you would like to install into another folder or
drive, you can browse the folder tree, or if you want to create a new folder,
within another folder you chose, you can do that by clicking the New Folder
button. You can proceed by clicking OK, after having chosen the folder to
which you will install the program.
Then the installation program will ask you to choose the folder that contains
user information. You should have obtained that information from your Admin
before. Click the button on the right side of the window with three dots on
it and the folder tree will open. Choose the folder from the tree considering the
information you have obtained from your Admin and click the OK button.
At this stage, the installation program will copy the necessary files to run the
Net-Console program into the folder you have already chosen.
Finally, the installation program will add the icons that belong to the NetConsole program to the Start menu and then will inform you about the
completion of the installation. You can close that window by clicking the
OK button. Thus, you have completed the installation of the Net-Console
program.
24
25
Now run the program from the Start menu. (For example: Start\Program
Files\Karel\Net-Console\Net-Console). The program will display a warning as:
No user has been defined for this client. Define now? Click OK. Then
nter the username, the password and the type information of your telephone
that you obtained from your Admin. Then click the Connect button. If the
information you have received from Admin is correct, if you have installed
the program successfully and the Net-Console Server program is running,
then you can log into the system. In cases when the Net-Console Server
program is not running, you can click the Offline button in the entrance
window and you can organize your personal information by connecting offline.
However, offline connection is not possible upon first login.
26
The setup program asks for your confirmation to setup the program. Click
Yes to continue.
Setup program asks you the folder in which the program will be
setup. If
you confirm the default folder, the program is setup in a folder named
Karel in Program Files folder (ie. C:\Program Files\Karel\SysMgr). If
another folder is selected for the setup, then this can be made easily
through the folder tree. To continue after selecting the folder, click OK.
27
The setup program copies the necessary files in the folder previously
selected.
Finally, setup program creates necessary icons and shorcuts in the start
menu and tells you the installation is finished. Click OK button. You
have finished to install System Administrator.
There are two different working modes for System Administrator that can be
controlled by command-line parameters. In the first mode, System Administrator
program starts by displaying a login window like the login window of Net-Console.
In this mode, by pressing the options button, you can reach a server list. In this list,
several server addresses may be defined, so they can be reached at different
System Administrator sessions, by only selecting the name of the server from the
list in the login window. This mode is for the cases, where parameters of one (or
more) PABX are needed to be programmed remotely.
The second mode (called Local Connection mode) can selected by /L commandline parameter. In this mode, System Administrator program makes a local TCP/IP
connection with the Net-Console Server, assuming that Net-Console Server is also
running on the same PC (server address is assumed to be 127.0.0.1). This mode
is suitable for the cases, where PABX is connected to the same PC where System
Administrator is running. In this mode Ip address of the server is not required. If no
password is provided in Options window, in this mode, System Administrator opens
with the main window directly, without a login window. If a password is provided
however, it displays a password window. Setup program creates icons for both
mode in Start menu. You should select and run whichever mode is most suitable
for your needs.
28
29
Server Base Port No parameter is given for the cases where the 25000th
TCP port is in use on server PC. In such cases where another TCP port is
given, then the same adjustment must be made for Net-Console Server,
otherwise programs cannot talk to each other. Unless such a problem exists,
this value must be kept as 25000. Enter your extension number for Client
Extension Number parameter, and select type of your telephone for Client
Telephone Type parameter.
If the TSP was installed before, setup program copies new TSP file(s) to your
system, and brings up existing TSP configuration settings on configuration
window so that you can only press OK button (if your previous settings are
correct) to upgrade TSP file(s).
After the TSP is installed, if also Net-Console is installed on your system, you
can make phone calls using different programs. For example: You can make
phone calls from Net-Console or Outlook at the same time for example; or,
you can make call control using Net-Console, for the calls you started from
Outlook.
30
31
32
33
34
35
36
37