Tapit EX Manual ver 4.1.6 - Trisys.com

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10. From Main Menu, click on Maintenance, click on Data Maintenance, click on the Import tab, and then check all the boxes EXCEPT V&H Data. Do Not Check ALL. Go to Directory and change folder to C:\TAPITOLD. Click Continue. After import is finished, you will receive “Data Import Completed” message. 11. Click on Call Records Maintenance. Click on Import Call Records. Go to Directory and change the folder to C:\TapitOld. Go to File Name and enter the file name: Calls.txt. Click on Continue. At the filter screen, you must enter the date range for the records you wish to keep and click on Continue. After the import is finished, you will receive “Call Record Import Completed” message. Exit Call Records Maintenance screen. Note: If you are using account codes with matter codes you need to follow the steps below after you import your call records. Otherwise proceed with step 12. 1. Go to the Systems Parameters screen and select the Call Costing tab. 2. Change the Matter Code Length setting to the previously recorded setting. 3. Click on OK. 12. Click on Reindex Database. Select second option. Click on Continue. Filter screen appears. Enter the date range criteria for the call records you intend to export. Click on Continue. Tapit reindexes the data. The confirmation message appears when done. Click on OK. To confirm successful import of data, run a Detail Activity by Date report from the Report Menu. If you have completed the above and everything is running, you may go back to Windows Explorer and delete the TAPITOLD folder. It is recommended to delete the old TAPIT for Windows program group from the START, Programs menu (see MS Windows help). Upgrading TAPIT on the DIFFERENT computer: 1. Click on the Maintenance icon on the TAPIT Main Menu. 2. Click on Data Maintenance and in the Export field click All for all data to be exported. The default folder is your current TAPIT folder. You may choose another folder if you wish. DO NOT Check “Delete Existing Data from Database”. Click on Continue. You will receive “Data Export Completed” message. Note: If you are using account codes with matter codes you need to follow the steps below before you export your call records. Otherwise proceed with step 3. 1. Go to the Systems Parameters screen and select the Call Costing tab. 2. Write down the Matter Code Length setting for later use. 3. Change the Matter Code Length setting to 0. 4. Click on OK. 5. Click on Reindex Database. 16 • Installation Tapit
6. Select second option. 7. Click on Continue. 8. Filter screen appears. Enter the date range criteria for the call records you intend to export. 9. Click on Continue. 10. Tapit reindexes the data. The confirmation message appears when done. Click on OK. 3. Click on Call Records Maintenance tab. Click on Export & Keep Call Records. Then specify the filename for the call records, Calls.txt. Click Continue. At the filter screen enter the date range criteria for the records you wish to keep (leave it blank for all) and click on Continue. You will receive “Call Records Export Completed” message. Exit Data Maintenance screen. 4. Close TAPIT for Windows and TAPIT SMDR Monitor. 5. Copy all the exported data files and TAPIT.INI file to an external storage. TAPIT.INI resides in the same folder where TAPIT database is located. If you are not sure, open TAPIT program and press CTRL + F1 keys at the Main Menu screen. Keep this file as backup. 6. Proceed with TAPIT EX installation on a new computer. See Installing TAPIT Single User on page 4. 7. Copy TAPIT.INI and all the exported data files from the external storage into new TAPITW32 folder. In case of TAPIT.INI allow it to overwrite existing file. 8. Run TAPIT Setup Program – START/Programs/TAPIT/TAPIT Setup. Note: While running TAPIT Setup, System Parameters screen will reflect settings from your previous version of TAPIT. Do not change anything unless required. (For setup instructions see Setting up TAPIT on page 5 of this manual). 9. After completing Setup program, go to START/Programs/TAPIT/TAPIT. TAPIT provides the following message: “TAPIT will be connected to the database…”. Click OK. 10. From the Main Menu, click on Maintenance, click on Data Maintenance, click on Import tab, and then check all the boxes EXCEPT V&H Data. Do Not Check ALL. Go to Directory and set folder to C:\TAPITW32. Click Continue. After import is finished, you will receive “Data Import Completed” message. 11. Click on Call Records Maintenance. Click on Import Call Records. Go to Directory and change the folder to C:\TapitOld. Go to File Name and enter the file name: Calls.txt. Click on Continue. At the filter screen, you must enter the date range for the records you wish to keep and click on Continue. After the import is finished, you will receive “Call Record Import Completed” message. Exit Call Records Maintenance screen. Note: If you are using account codes with matter codes you need to follow the steps below after you import your call records. Otherwise proceed with step 12. 1. Go to the Systems Parameters screen and select the Call Costing tab. Tapit Installation • 17
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 10 and 11: Installing Tapit Single User 1. Ins
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 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
Page 64 and 65: Call Editor Working with Call Edito
Page 66 and 67: TAPIT Pricing Pricing Call Records
Page 68 and 69: • NNN555 All 555 information call
Page 70 and 71: 3. Enter the value to look for in t
Page 72 and 73:
Recosting Recosting Call Records Re
Page 74 and 75:
Using Tapit Carrier option 1. Click
Page 76 and 77:
593-8200 TTTTTTT 9-593-8200-123 9TT
Page 78 and 79:
used) will appear on the Report Sch
Page 80 and 81:
Export 1. Export facility will allo
Page 82 and 83:
Call Records Maintenance Call Recor
Page 84 and 85:
Use Import Tapit DOS Data function
Page 86 and 87:
3. Secondary Sort Sequence Select t
Page 88 and 89:
Designer screen) and select another
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Fraud Alert will not function if th
Page 92 and 93:
Trunks This facility allows you to
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With call length Over/Under - this
Page 96 and 97:
Database Repair Utility Using Repai
Page 98 and 99:
SMDR Monitor Understanding SMDR Mon
Page 100 and 101:
4. Parity - Click on the down arrow
Page 102 and 103:
Software License Agreement Contents
Page 104 and 105:
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
Page 116 and 117:
Example of the Phone Number trackin
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WEB REPORTS REQUIREMENTS You must h
Page 120 and 121:
2. Click on Install Tapit Web Repor
Page 122 and 123:
Create two passwords. These passwor
Page 124 and 125:
Changing IIS permissions manually.
Page 126 and 127:
Authentication Methods screen appea
Page 128 and 129:
UPGRADING TAPIT WEB REPORTS Note: T
Page 130 and 131:
If the users password has been ente
Page 132 and 133:
4. The filter screen appears. Enter
Page 134 and 135:
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
Page 146 and 147:
Using User List Screen User List sc
Page 148 and 149:
If your are editing a user, users i
Page 150 and 151:
The highest in the location/departm
Page 152 and 153:
A user must be allowed access to hi
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Index B Before installing your soft
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