CONTACT – EVO TECHNOLOGIES接触–Evo技术

1、.The Evolution of Technology Starts HereContact by Evo TechnologiesInstallation and Configuration GuideDownloading Contact.NET 2Install.NET Framework 2.0:3Install SQL Server:3Install Contact.NET:4Datbase Configurqation:5System Configuration:6System Settings:7 Database Implementation:17 User Interfac

2、e:23Conference Room Calendar:27Reports:28Email Browser:29Email Server:30Installation and Running Contact.NETTo access the Contact setup and database files enter the following address in your intent browser and click on the following links to download configure Contact:Install.NET Framework 2.0:The M

3、icrosoft .NET Framework is a component of the Windows operating system. It provides a large body of pre-coded solutions to common program requirements, and manages the execution of programs written specifically for the framework. The .NET Framework is a key Microsoft offering, and is intended to be

4、used by most new applications created for the Windows platform. Contact Version 4.X (Contact.NET) requires .NET Framework 2.0 to be installed.To install .NET Framework 2.0 click the Install .NET Framework 2.0 link and follow the instructions contained in the Microsoft .NET Framework 2.0 installation

5、 Wizard.Note: the .NET Framework 2.0 must be installed on every PC that will run the Contact.NET console application as well as the server PC that will hold the SQL Server database.Install SQL Server:The database backbone used by Contact.NET is Microsoft SQL Server. The MSDE version of SQL Server wi

6、ll support up to eight (8) concurrent users per datbase. This DOES NOT mean that Contact.NET is limited to eight (8) installations per database, only that eight (8) users can access the MSDE version of SQL simultaneously. Users who require more than eight (8) concurrent users will have to upgrade to

7、 Microsofts full SQL server package. Contact.NET requires that SQL Server be installed on a computer that all reception PCs will have access to. This is typically a server located in the facility, but it can also just be a designated reception PC that is started first thing in the morning. Note: SQL

8、 Server does not need to be installed on every reception PC.The Install SQL Server link found on will download the Evo Technologies MSDE SQL Server installation utility. It is recommended that the Contact.NET SQL database be installed on a central server that is available via LAN/WAN access to all r

9、eception positions.To install the Contact.NET SQL database simply click “Install”. There is no need to change the installation path or create sub folders or directories. The Evo Technologies MSDE SQL Server installation utility will automatically create and configure all database structures needed f

10、or Contact.NET.After the Evo Technologies MSDE SQL Server installation utility has finished creating and configuring the database structures needed for Contact.NET, the PC or server must be restarted for the installation to be compete. For servers and that cannot be restarted, the MSDE SQL instalati

11、on can be completed by enabling MSDE SQL in the Services area of Windows Control Panel or by typing “net start MSSQL$EVO” at the command prompt. Install Contact.NET:After .NET Framework 2.0 and MSDE SQL Server have been installed and configured, Contact.NET is ready to be installed.To install Contac

12、t.NET, download and run the setup file from the Install Contact link found on and simply click “Install”. There is no need to change the installation path or create sub folders or directories. The Contact.NET installation utility will automatically create directories and file structures required by

13、Contact.NET.Once the Contact.NET installation utility has completed, Contact.NET can be accessed via the PCs start menu as follows: Start > Programs > Evo Technologies > Contact.NET > Console. Before Contact.NET can be loaded for further configuration, a License ID must be obtained from

14、Evo Technologies. To obtain a License ID from Evo Technologies via phone, please dial toll free (888) 950-5155. To obtain a License ID from Evo Technologies via email please use support. After verifying the License ID provided by Evo Technologies, a message will appear prompting the user to configur

15、e the Contact.NET database.After selecting “OK” the Contact.NET database settings window will open and provide an interface to enter details for connectivity with the Contact.NET SQL database. Primary Database:Server Name: Enter the full computer name or static IP address for the server that contain

16、s the Contact.NET SQL database followed by “EVO” e.g. “EVO” or “Server2kEVO”. Note: If the Contact.NET SQL database is stored locally, localhostEVO should be entered in the Server Name field. User ID: sa Password: contactDatabase: Contact See picture below for an example configuration.Not

17、e: Backup database settings are no longer used in current version of Contact.System Configuration:After database connectivity has been established, Contact.NET will provide a Welcome to Contact interface and prompt for User Name, Password and Phone. User Name: Admin (default) Password: Admin (defaul

18、t) Phone: Test Phone (default) After entering the username and password and selecting Login, the Contact.NET the user interface will load. To enter the settings area, select “Tools” followed by “Settings”. Settings: Upon entering the settings area of Contact.NET, the user is presented with a tab int

19、erface that allows for local and network configuration of Contact.NET. Database: See Primary Database and Backup Database description found on page five of this document.System:Logging Level: Logging Level is used for advanced troubleshooting by the Evo Technologies helpdesk. License ID: License ID

20、obtained from Evo Technologies for verification against the Evo Technologies valid client list. Site Name: The users business center name as it will be displayed on the Contact.NET title bar. Example: My Business Center, Blairstown Business Center, etc.Station Name: The individual operator station w

21、here Contact.NET is installed. Example: Station 1, Reception 2, etc.Associates List Format: Sorting of the client list by name on the Contact.NET main screen, first name first versus last name first.Status Box Color: Selects background color of the Status Box on the Contact.NET main screen.Instructi

22、ons Box Color: Selects background color of the Instructions Box on the Contact.NET main screen.Automatically Login: Allows users to bypass the Contact.NET username and password when logging into Contact.NET.Enable Time Zone Specific Settings: Displays a clients local time zone as part of the greetin

23、g on the Contact.NET main screen.Users: Provides an interface to add, remove or modify access to Contact.NET features and functionality on a per user basis.Phone:Phone Profiles: Allows users to select the phone system or device that Contact.NET is connected to. New: Select a new phone. Edit: Edit an

24、 existing phone. Remove: Remove an existing phone.Voicemail Template: Provides an interface to create a system specific voicemail transfer script. Example: 8000 ? MAILBOX # would script the following: Dial 8000 to access the voicemail system, “?” after dialing 8000 wait for the user to initiate the

25、next digits to be dialed, MAILBOX enter the voice mailbox number for the client that is having a call transferred to the voicemail system, # enter an octathorp (pound sign) as required by the voicemail system. This script will vary from system to system. External Calls Prefix: Allows a user to enter

26、 the digits required to access an outside line as need for initiating or transferring calls to outside numbers.Min External # Length: Allows a user to distinguish the number of digits that form an external versus and internal number.Call Appearances: The number of lines that will be displayed on the

27、 Contact.NET main screen.Use Hook Flash: Allows various systems to utilize Telco hook flash functionality for external call transfers. Enable Call Notes: Enables per call note taking functionality on the Contact.NET main screen.Auto-Complete VoiceMail Transfers: Automatically completes the transfer

28、of calls sent to in-house voicemail systems.Play sound when calls waiting changes: Plays an audible tone when the number of calls waiting to be answered changes.More Phone:Ring Sound File: Allows a user to browse to a WAV or other audio file to be played as incoming calls are presented to the Contac

29、t.NET user interface.Default Redirect #: Allows a user to enter a system redirect number for after-hours and periods when an operator is unavailable. Note: this feature only applies to phone systems that support this feature.Presets:Valid Tokens: Tokens allow a user to automatically insert informati

30、on such as the date and time <DATETIME>, date <DATE>, time <TIME>, the day <DAY> and the operator who was logged in when the change was made <OPERATOR> into client records as changes are made to the pertinent information (Alert) and whereabouts (Status) fields on the Co

31、ntact.NET main screen. Preset Alerts: Alerts are intended to track a business centers clients important instructions. Example: “Page me if Alex Calls” or Do Not Disturb While on Conference Call”. Preset Alerts allow a user to enter preset Alert information based on an individual business centers cli

32、ent base and needs. Preset Statuses: Statuses are intended to track a business centers clients Whereabouts. Example: “In the Office”, “Out of the Office”, “In a Meeting” or “On Vacation”. Preset Statuses allow a user to enter preset Status information based on an individual business centers client b

33、ase and needs.Preset Events: Events allow a business center to track billable events and enter routine reminders. Preset Event Types allow a user to pre-enter items that are billed for based on an individual business centers needs. Shortcuts/Toolbar: All Commands: A list of all possible commands ava

34、ilable for use with the Contact.NET user interface. Note that commands are applicable based on the PBX that Contact.NET is integrated with. Current Toolbar: A list of the currently selected commands in the order that they will be displayed on the Contact/NET toolbar.Reset Toolbar: A shortcut that re

35、sets the Current Toolbar to the Contact.NET default tool bar configuration. Change Shortcut: An interface that allows users to assign shortcut keys to any/all of the commands available to Contact/NET toolbar.Email: Use Default Email Application/Use Contact Email Server: Allows a user to choose betwe

36、en standard desktop email applications and the Evo Technologies Email Server application.Email Address: Allows a user to enter the email address that will be displayed in the “From” field on outgoing emails.Default Subject: Allows a user to create a default subject that will populate the subject fie

37、ld in outgoing emails.Email on Voicemail: Email on Voicemail is an enhancement of the Contact.NET email functionality that allows business centers to automatically generate and send emails when callers are transferred to a clients voice mailbox. Email Subject: Allows a user to create a default subje

38、ct that will populate the subject field in outgoing emails sent via the Email on Voicemail feature. Email Body: Allows a user to create a default body that will populate a portion of the body field in outgoing emails sent via the Email on Voicemail feature.Show Notification when new email arrives: E

39、nables end user notification of incoming emails on the main Contact.NET screen.Speed Dials:Speed Dials: A user defined list of frequently dialed number accessible the main Contact.NET screen.Add: Allows a user to enter a new speed dial number.Edit: Allows a user to edit an existing Speed Dial entry.

40、Remove: Allows a user to remove an existing Speed Dial entry. Calendar:Calendar Interval: Allows a user to define the intervals to be used with the Contact.NET conference room calendar.Calendar Start Time: Allows a user to define the Contact.NET conference room calendar start time.Calendar End Time:

41、 Allows a user to define the Contact.NET conference room calendar end time.My Settings:Show Window on Screen Pop: Causes Contact.NET to automatically capture the PC screen if a user is working in another application upon an incoming call being presented. Clear Screen on Hangup: Automatically clears

42、the Contact.NET main screen upon hanging up a call. Show Shortcut Keys on Toolbar: Displays the shortcuts configured on the Toolbar/Shortcut tab on the Contact.NET main screen.Enable Number Pad Dialing: Enables the Keyboard number pad to be used to dial numbers for initiating or transferring calls f

43、rom the CDontact.NET main screen. Reverse Number Pad: Reverses the standard Keyboard number pad to emulate a standard telephone dial pad.Database Implementation:Before using Contact.NET to answer and transfer calls, a clients must be entered into the Contact.NET SQL database. To add a new client to

44、the Contact.NET SQL database, select Client followed by New Client in the Contact.NET toolbar.Personal: First Name: The clients first name. Example: AlexanderLast Name: The clients last name. Example: HarringtonTitle: The clients Title. Example: Account Manager Status: Where the client is. Example:

45、In the Office or On VacationAlert: Important information. Example: Please Page Me if Patrick Calls!Email Address: The clients email address. Example: alex.harrington. Note that multiple email addresses can be entered for a client by separating the addresses with a ; Example: alex.harrington;sales In

46、structions: A brief set of instructions to assist reception in call handling. Examples: “In-House Client” or “Virtual Client”. Instructions such as: “Screen All Calls” or “Do Not Screen Calls” could also be entered in this space.Emergency: Any emergency information that the client would like entered

47、. Examples: Contact information for a Husband, Wife, Lawyer or Doctor.Keywords: A description of a clients job description. Examples: Sales, Support, Marketing. Ext Account ID: Used to integrate Contact.NET with third part applications such as Quickbooks.Thumbnail: Allows a user to browse to an imag

48、e of a client or a company logo to be displayed on the Contact.NET main screen. Time of Day Profiles: Allows for setting up multiple Greeting, Alert and Status profiles that change automatically based on a preset schedule. Company:Company Name: Enter the Clients company name. Example: Evo Technologi

49、es. Note: Once a company name has been entered for a specific company, it can be accessed by the dropdown arrow to the right of the Company Name field. When adding new clients to an existing company it is recommended that Company Name Dropdown List is utilized over reentering an existing company nam

50、e.Greeting: Enter the clients greeting to be displayed on the Contact.NET main screen as incoming calls are presented.Web: Enter the clients web or other relevant internet addresses. Example: Location: The Clients location within your business center. Example: 6th Floor Suite 12.Street 1/2: Enter th

51、e clients street address. City/State/Zip: Enter the clients city, state (or province), and postal code. Time Zone: Selecting a standard Windows Time Zone will display a clients local time zone next to the clients greeting. Note: This option must also be enabled in the Settings Area. Phone:Screen Pop

52、: Enter the clients DID (Direct Inward Dial). Typically the last four digits are used. Example: 580-920-9019 would be entered as 9019. If a client has more than one DID pointed to your reception desk, multiple DIDs can be entered for a single client by separating them with a comma. Note: Forwarded n

53、umbers will occasionally have to be entered in their entirety depending on how the local telco provider is forwarding numbers. Example: if 580-920-9019 is being call forwarded it may need to be entered as 5809209019. Fax: Enter the Clients FAX number for display on the Contact.NET main screen.Voice Mail: Enter the clients voicemail box number as it is entered in the voicemail system. Redirect #: Redirect is phone system specific and when enabled calls can be diverted to another destination wi