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MaxCommunicator™ManualMAX Communication ServerRelease 6.0Update22/2009 4503-0001-6.0 Update2

2 MaxCommunicator Manual• In a redundancy configuration, reconnection is automatic and transparent if the switch from the primary to the backup Softsw

MaxCommunicator Manual 3Overview• History tab enhancements:• A missed-call icon is added to indicate a missed call.• User can sort by call direction.

4 MaxCommunicator ManualNote: Before ACT! can work with MaxCommunicator, you MUST install the ACT! Plugin. LicensingThe following AltiGen licenses are

MaxCommunicator Manual 5InstallationCHAPTER 2InstallationThe client system must meet the following minimum requirements. • IBM/PC AT compatible syste

6 MaxCommunicator Manual1. Exit all Windows applications.2. Insert the MAX Communication Server 6.0 Update2 Clients CD into the CD ROM drive.3. Open t

MaxCommunicator Manual 7InstallationUpdate2 client applications (including MaxAgent, MaxSupervisor, AltiConsole and CDR Search).2. Reboot your system

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MaxCommunicator Manual 9Getting StartedCHAPTER 3Getting StartedStart MaxCommunicator from the Microsoft Windows Start menu, by choosing Start > Al

10 MaxCommunicator Manual(Subsequently, when you log in, you’ll see the IP address in the Server Name field. You may use the drop-down list to select

MaxCommunicator Manual 11Getting Started• You have an AltiGen-certified IP phone or are using IPTalkConsult your system administrator or authorized A

WARNING!Toll fraud is committed when individuals unlawfully gain access to customer telecommunication systems. This is a criminal offense. Currently

12 MaxCommunicator ManualOverview of the Main WindowOnce you log in to MaxCommunicator, the main window appears, providing tools to manage and monitor

MaxCommunicator Manual 13Getting StartedClick a Number to Make a CallAll phone numbers become underlined when you pass the cursor over them. Click an

14 MaxCommunicator ManualYou can choose the buttons you want and the order in which you want them. See “Customizing the Display” on page 19.The Dialer

MaxCommunicator Manual 15Getting Started• Idle—the extension is not in use• Play VM—playing voice mail (The Duration field displays the duration of t

16 MaxCommunicator ManualHistory—A history of your incoming, outgoing, and missed calls. Columns include: Direction (incoming, outgoing, missed), Numb

MaxCommunicator Manual 17Getting StartedYour system administrator may have configured additional activities to select from. The activity category you

18 MaxCommunicator ManualExit - If you are shutting down Microsoft Windows, MaxCommunicator will exit automatically. Otherwise, to exit MaxCommunicato

MaxCommunicator Manual 19Getting StartedSearching in the Tabbed WindowsSearching is available in these tabs: Directory, History, Contacts, Voice Mail

20 MaxCommunicator ManualCheck the tabs you want to display, and uncheck the tabs you don’t want to display. • Specify the columns you want to see by

MaxCommunicator Manual 21Getting Started• Sort columns in ascending or descending order by clicking the column heading. An ascending (first to last)

MaxCommunicator Manual iiiContentsWarranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiCHAPTER 1About Max

22 MaxCommunicator Manualclick the Up button or Down button, until the toolbar button is where you want it. When finished, click OK.Note: When MaxComm

MaxCommunicator Manual 23Getting Started• Make a tab a separate window independent of the MaxCommunicator main window by dragging it out by its tab,

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MaxCommunicator Manual 25Using MaxCommunicatorCHAPTER 4Handling Calls with MaxCommunicatorMaxCommunicator call handling-related functions include:• A

26 MaxCommunicator ManualDialing OutTo dial a number, click in the dialing field, enter a number or name, and then click the Dial button or press Ente

MaxCommunicator Manual 27Using MaxCommunicatorThe Call Information panel displays the state of the call:Dialing Speed Dial NumbersTo dial speed dial

28 MaxCommunicator ManualTo edit a speed dial number in MaxCommunicator, double-click in its Type, ID, or Name columns. The Extension Speed dialog box

MaxCommunicator Manual 29Using MaxCommunicatorUsing Call WaitingDuring a call, you may receive another incoming call. To answer the call, click ringi

30 MaxCommunicator ManualAt any time before or after the person you’re transferring to answers the phone, you can cancel the transfer by clicking the

MaxCommunicator Manual 31Using MaxCommunicatorNote: You can forward a call to an auto attendant without answering it by clicking the To AA button whi

iv MaxCommunicator ManualTabbed Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Changing Activity Status and Rec

32 MaxCommunicator Manual• Dragging—While connected to one party, drag a Hold call to the Connected call, or drag a number from the Directory, Speed D

MaxCommunicator Manual 33Using MaxCommunicatorCanceling Conference CallsYou can cancel the conference using any of the following methods: • Click the

34 MaxCommunicator ManualUsing this window, you can:• Create a one-time or recurring meeting and set its parameters• Open Microsoft Outlook to send an

MaxCommunicator Manual 35Using MaxCommunicator• Use the scroll bar at the bottom of the window to display additional columns, if necessary.• Change c

36 MaxCommunicator ManualThe following parameters apply to all meetings:Parameter DescriptionID The conference ID is created by the system.Scheduler T

MaxCommunicator Manual 37Using MaxCommunicatorFill in the fields of the Create Meeting dialog box, and click OK. See the following sections for direc

38 MaxCommunicator Manual1. Specify the duration of the meeting, using the Up/Down arrows.2. If the meeting is to begin as soon as it is scheduled, se

MaxCommunicator Manual 39Using MaxCommunicator1. In the Duration field, specify the duration of the meeting, using the Up/Down arrows.2. In the Start

40 MaxCommunicator Manual4. Select either On Date to specify a day of the month by number (for example, the 10th day of the month) or select On to spe

MaxCommunicator Manual 41Using MaxCommunicatorStarting and Stopping a MeetingThe meeting host and the MaxAdministrator (“Admin”) can start and stop a

MaxCommunicator Manual vAttaching a Note. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Forwarding Voice Mail. . . . . .

42 MaxCommunicator ManualContinuing a Meeting Beyond Its Duration TimeWhen the scheduled meeting time is up, the meeting may continue if no other sche

MaxCommunicator Manual 43Using MaxCommunicatorTo record a call—While connected to a call, click the Record button, or right-click the call and selec

44 MaxCommunicator Manual8. In the Account Code dialog box, select an account code if a list is displayed, and click OK. If a list is not displayed, e

MaxCommunicator Manual 45Using MaxCommunicator• New voice mail messages are indicated by a white, closed envelope and bold type.• Heard voice mail me

46 MaxCommunicator ManualIf you click another message in the list, the current message stops playing.Save at Remote Server or Export LocallyYou can sa

MaxCommunicator Manual 47Using MaxCommunicatorForwarding Voice MailTo forward a voice mail to an extension or a VM Group1. Select the voice mail and

48 MaxCommunicator ManualMonitoring the Activity of Other ExtensionsIf your system administrator has configured your extension for monitoring specific

MaxCommunicator Manual 49Using MaxCommunicatorReading the Monitor ListThe monitor window includes these fields: State, Extension, Name, Activity, DND

50 MaxCommunicator ManualNote: Click on the column headings to sort the data.The History tab displays the following fields:• Direction—indicates if th

MaxCommunicator Manual 51Using MaxCommunicatorUse the Delete button to delete selected calls in the history list. Use the Delete All button to delete

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MaxCommunicator Manual 53ConfigurationCHAPTER 5Configuring Your MaxCommunicatorUsing the MaxCommunicator Configuration window, you can configure the

54 MaxCommunicator ManualGeneral InformationThe General Info screen lets you edit your password and the default trunk access code, release the link ti

MaxCommunicator Manual 55ConfigurationNote: The call being transferred must originate from an AltiGen PBX system running AltiWare ACC/ACM 5.0 or late

56 MaxCommunicator ManualNote: Forwarding calls to a pager is possible but not recommended since callers will only hear what is heard when calling a p

MaxCommunicator Manual 57Configuration• Single Call Waiting—sets up single call waiting. This feature gives an alert tone (audio beep) to indicate th

58 MaxCommunicator ManualSetting Up One Number AccessTo set up one number access,1. Click Extension > One Number Access in the Configuration window

MaxCommunicator Manual 59Configuration4. If you want, check the Verify Caller ID based on the following check box and then specify the incoming phone

60 MaxCommunicator ManualMessage NotificationYou can specify how and when you’d like to be alerted to new messages when you’re away from your desk. Cl

MaxCommunicator Manual 61ConfigurationWorking with Voice Mail Groups (Distribution Lists)You can set up voice mail groups (distribution lists) to for

MaxCommunicator Manual viiWarrantyWhat The Warranty CoversAltiGen Communications warrants its hardware products to be free from defects in material a

62 MaxCommunicator ManualTo create a personal voice mail group1. Click the New button in theVM Group Edit dialog box. The Create Group dialog box open

MaxCommunicator Manual 63ConfigurationCall Alert OptionsIf you want MaxCommunicator to inform you when you have a call, specify your desired method(s

64 MaxCommunicator ManualVoice Mail Play OptionsChoose Options > Play Voicemail in the Configuration screen to set voice mail play options. You can

MaxCommunicator Manual 65ConfigurationUse Database Selector—Check this check box to allow integration of your company’s CRM database with your MaxCom

66 MaxCommunicator Manual• Server—The IP address of the Microsoft OCS clientUse Windows default credentials—Either check this check box to use Windows

MaxCommunicator Manual 67ConfigurationSelect a theme and click Apply to see the change, or click OK to accept the theme. The theme changes without re

68 MaxCommunicator Manual• Echo Suppression—Check this check box if you are experiencing echo. • ToS(Hex)—The ToS byte indicates the type of service.

MaxCommunicator Manual 69ConfigurationThe Enable IPTalk Log check box is available only if you’re using IPTalk.

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MaxCommunicator Manual 71Errors and TroubleshootingAPPENDIX AErrors and TroubleshootingThe following errors may be displayed as login or connectivity

viii MaxCommunicator Manual1. Take or ship the product (shipment prepaid) to your AltiGen distributor or to AltiGen Communications, Inc.All materials

72 MaxCommunicator ManualTroubleshooting IP Connectivity from a Remote LocationIf problems occur connecting to your company’s MAX Communication Server

MaxCommunicator Manual 73IndexAAA state 14Account Codes 43ACT 3, 64all calls recorded 42answer options 57auto attendant 30auto upgrade 6Bbroken conn

74 MaxCommunicator Manual IPTalk License 4Llicenses 4live call handling 57MMaxCommunicatorconfiguration 53meetingcreating 35MeetMecreating a meeting 3

MaxCommunicator Manual 1OverviewCHAPTER 1About MaxCommunicatorMaxCommunicator is call management software for the general desktop PC user, replacing