Tapit EX Manual ver 4.1.6 - Trisys.com

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Installing Tapit Single User 1. Insert TAPIT CD into the CD ROM drive. Trisys StartUp Manager screen is displayed. (If this screen is not displayed automatically then use the Run command on the Start (Windows) menu by typing D:\Startup.exe, where D is represents your CD ROM drive, in the Open text box and clicking on OK.) 2. Click on Install TAPIT. TAPIT Setup screen appears. Click on Continue. 3. Click on the OK button on the next screen to install TAPIT EX in TAPITW32 folder on drive C: or click on the Change Folder button to change a destination drive or folder (must be local drive with available required free disk space). The TAPIT 4 • Installation Tapit
Setup screen appears. 4. Click on the Install button/icon to continue (or click on the Change Folder button to change a destination drive or folder). Program installs TAPIT files and updates your system. 5. Program displays a message asking if your TAPIT software has a serial number. If you have a serial number click on YES, otherwise click on NO and TAPIT will be installed as a trial version. 6. TAPIT displays the Enter Serial Number screen. Enter your TAPIT software serial number. Click on OK. 7. TAPIT processes the serial number. Product information message is displayed. Click on OK. 8. Setup program displays a registration message as a reminder to register TAPIT software. It is very important to register your TAPIT promptly. TAPIT will stop functioning if you do not register it 30 days from the date of installation. You can find registration instructions on page 19 of this manual, “Getting Started” booklet included with your package or TAPIT CD in register.txt file. 9. When installation is completed the installation program displays a message “TAPIT Setup was completed successfully”. Click on OK. It is recommended to restart the computer. Next step is to proceed with Tapit Setup. 10. Go to START/Programs/TAPIT and run TAPIT Setup - see Setting up TAPIT Single User instructions following this section. Setting up TAPIT Single User 1. When the program installation is completed you can proceed with the configuration of TAPIT so it will communicate with the phone system properly. Open Setup program by clicking on Start/Programs/Tapit/Tapit Setup. A message with product information is displayed. This message contains the TAPIT Serial Number. Verify the number is correct and click on Yes. Tapit Installation • 5
Page 1: IMPORTANT When upgrading your TAPIT
Page 4 and 5: Reports............................
Page 6 and 7: WEB REPORTS .......................
Page 8 and 9: Installation Getting Started Before
Page 12 and 13: 2. The TAPIT Setup screen appears.
Page 14 and 15: 11. eXtended Processing (not availa
Page 16 and 17: Insert Trisys Software CD in the CD
Page 18 and 19: Moving TAPIT EX to another computer
Page 20 and 21: Setup program displays a message
Page 22 and 23: 10. From Main Menu, click on Mainte
Page 24 and 25: 2. Change the Matter Code Length se
Page 26 and 27: Registration It is very important t
Page 28 and 29: Users/Departments Overview The User
Page 30 and 31: Editing or deleting users 1. If not
Page 32 and 33: arrow next to Parent department tex
Page 34 and 35: It is a good practice to run Reinde
Page 36 and 37: Editing or deleting clients 1. From
Page 38 and 39: The filter screen is displayed. The
Page 40 and 41: Check one of the option buttons, In
Page 42 and 43: When finished click on OK to accept
Page 44 and 45: Cancel button. At the filter screen
Page 46 and 47: At the filter screen note a “+”
Page 48 and 49: line between the DNIS number fields
Page 50 and 51: Click on the filter name in the lis
Page 52 and 53: 7. Click on Continue. Chart will be
Page 54 and 55: System Parameters System Parameters
Page 56 and 57: 6. eXtended Processing (not availab
Page 58 and 59: 4. Default surcharges - numbers you
Page 60 and 61:
4. Exclude Activity For Enter an ex
Page 62 and 63:
It is a good practice to run Reinde
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Call Editor Working with Call Edito
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TAPIT Pricing Pricing Call Records
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• NNN555 All 555 information call
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3. Enter the value to look for in t
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Recosting Recosting Call Records Re
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Using Tapit Carrier option 1. Click
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593-8200 TTTTTTT 9-593-8200-123 9TT
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used) will appear on the Report Sch
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Export 1. Export facility will allo
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Call Records Maintenance Call Recor
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Use Import Tapit DOS Data function
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3. Secondary Sort Sequence Select t
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Designer screen) and select another
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Fraud Alert will not function if th
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Trunks This facility allows you to
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With call length Over/Under - this
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Database Repair Utility Using Repai
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SMDR Monitor Understanding SMDR Mon
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4. Parity - Click on the down arrow
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Software License Agreement Contents
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tort or warranty shall not exceed a
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5. The PBX is not actually outputti
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13. Run defrag utility on drive c:.
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INSTALLATION Before installing SMDR
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The SMDR Alarm will not function if
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9. Click on the Test Now button. It
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Example of the Phone Number trackin
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WEB REPORTS REQUIREMENTS You must h
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2. Click on Install Tapit Web Repor
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Create two passwords. These passwor
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Changing IIS permissions manually.
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Authentication Methods screen appea
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UPGRADING TAPIT WEB REPORTS Note: T
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If the users password has been ente
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4. The filter screen appears. Enter
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To select list entries that are not
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TRUNK ANALYSIS REPORTS 1. To run on
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5. To add a new group: Click on the
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9. Click on the Setup Trunks button
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5. To verify your privileges enter
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Setting up Permissions for the firs
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Using User List Screen User List sc
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If your are editing a user, users i
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The highest in the location/departm
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A user must be allowed access to hi
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Index B Before installing your soft
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Tapit EX Manual ver 4.1.6 - Trisys.com

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