Tapit EX Manual ver 4.1.6 - Trisys.com

More documents

Recommendations

Info

Contents Introduction................................................................................ 1 Introduction - Overview .........................................................................1 System Requirements.............................................................................1 Installation .................................................................................. 2 Getting Started .......................................................................................2 Before installing your software ..............................................................2 Installing Tapit Single User....................................................................4 Setting up TAPIT Single User................................................................5 Installing Tapit Multi-User.....................................................................8 TAPIT Server Installation........................................................8 Setting up TAPIT Server..........................................................9 TAPIT Client Installation.........................................................9 Setting up TAPIT Client ........................................................10 NOTE FOR NOVELL NETWARE 3.11 USERS .................11 Upgrading TAPIT EX using different serial number ...........................11 Moving TAPIT EX to another computer..............................................12 Reinstalling TAPIT EX........................................................................12 Upgrading TAPIT EX to TAPIT EX....................................................12 Upgrading TAPIT 2000 to TAPIT EX.................................................12 Upgrading TAPIT for Windows to TAPIT EX....................................14 Upgrading TAPIT for DOS to TAPIT EX ...........................................18 Registration ..........................................................................................20 Main Menu ............................................................................... 21 Main Menu - Overview ........................................................................21 Users/Departments .................................................................. 22 Overview..............................................................................................22 Users.....................................................................................................22 Departments .........................................................................................24 Hierarchy Tree .....................................................................................27 Clients....................................................................................... 29 Managing Clients .................................................................................29 Tapit Introduction • i
Page 1: IMPORTANT When upgrading your TAPIT
Page 5 and 6: Import V&H Data....................
Page 7 and 8: Introduction Introduction - Overvie
Page 9 and 10: 2. Click on Programs 3. Click on Ac
Page 11 and 12: Setup screen appears. 4. Click on t
Page 13 and 14: 5. System Parameters screen is disp
Page 15 and 16: 2. Follow the instructions from the
Page 17 and 18: NOTE FOR NOVELL NETWARE 3.11 USERS
Page 19 and 20: 4. Click on OK. 5. Click on Reindex
Page 21 and 22: Upgrading TAPIT on the SAME compute
Page 23 and 24: 6. Select second option. 7. Click o
Page 25 and 26: 17. Run a Detail Activity by Date r
Page 27 and 28: Main Menu Main Menu - Overview The
Page 29 and 30: Adding new users 1. Click on the Us
Page 31 and 32: highlighted the right section displ
Page 33 and 34: Hierarchy Tree Hierarchy Tree scree
Page 35 and 36: Clients Managing Clients The Client
Page 37 and 38: Reports Generating Reports The Repo
Page 39 and 40: Enter 00:01:00 in the first field a
Page 41 and 42: Click on the item in the left-side
Page 43 and 44: etween the extension fields. This i
Page 45 and 46: When finished click on OK to accept
Page 47 and 48: If you want to start over click on
Page 49 and 50: At the filter screen note a “+”
Page 51 and 52: Statistics Statistics Concepts Stat
Page 53 and 54:
System Maintenance System Maintenan
Page 55 and 56:
Communications The Communications s
Page 57 and 58:
Call Costing 1. The Call Costing se
Page 59 and 60:
Activity This screen allows you to
Page 61 and 62:
2. Enter a trunk number in the Trun
Page 63 and 64:
DATA Create Backup on exit When thi
Page 65 and 66:
Adding new call records 1. Click on
Page 67 and 68:
SCREEN 2 If the same prices apply 2
Page 69 and 70:
After 23:00 until 8:00 AM the rate
Page 71 and 72:
Reindex Database Reindexing This fa
Page 73 and 74:
Using Custom option 1. Click on Cus
Page 75 and 76:
Dialing Patterns Working with Diali
Page 77 and 78:
Report Scheduler Using Report Sched
Page 79 and 80:
Data Maintenance Data Maintenance C
Page 81 and 82:
Import Import feature allows you to
Page 83 and 84:
with call records are stored and th
Page 85 and 86:
Report Designer Creating Custom Rep
Page 87 and 88:
Creating a new summary report 1. Cl
Page 89 and 90:
Fraud Alert Fraud Alert Features Fr
Page 91 and 92:
Every time that an alarm condition
Page 93 and 94:
Hourly call cost exceeds - alarm wi
Page 95 and 96:
You may define several conditions f
Page 97 and 98:
Click on Repair Database button. TA
Page 99 and 100:
SMDR Monitor Menu Options: Action C
Page 101 and 102:
PBX Format - Click on it if you wou
Page 103 and 104:
Licensee agrees to destroy them, an
Page 105 and 106:
Technical Support Technical Support
Page 107 and 108:
Error Message “CONNECTION FAILED
Page 109 and 110:
SMDR ALARM REQUIREMENTS For newest
Page 111 and 112:
USER INSTRUCTIONS Setting up the SM
Page 113 and 114:
Each comma represents 1-second dela
Page 115 and 116:
Setting up Phone Number tracking Th
Page 117 and 118:
In our SMDR Alarm screen example, t
Page 119 and 120:
INSTALLATION Before installing Tapi
Page 121 and 122:
Enter the path to the folder where
Page 123 and 124:
10. Installation Completed screen i
Page 125 and 126:
3. The TapitReps Properties screen
Page 127 and 128:
folder where Tapit Web Reports are
Page 129 and 130:
USER INSTRUCTIONS Logging in to the
Page 131 and 132:
Depending on users permissions, the
Page 133 and 134:
Account Code enter the account code
Page 135 and 136:
Click on the View File button to op
Page 137 and 138:
Setting Up Trunk Groups: 1. From th
Page 139 and 140:
Select trunk/trunks from the Assign
Page 141 and 142:
PASSWORDS Password screen is availa
Page 143 and 144:
PERMISSIONS IMPORTANT NOTE: Once pe
Page 145 and 146:
6. The Location/Department Security
Page 147 and 148:
Using User Profile Screen User Prof
Page 149 and 150:
TAPIT EX Multi-User WITHOUT Remote
Page 151 and 152:
Note: to prevent fraud, Authorizati
Page 153 and 154:
to run. You can remedy this by goin
Page 155:
Custom Reports Creating reports fro
show all

Tapit EX Manual ver 4.1.6 - Trisys.com

Create successful ePaper yourself

Delete template?

Save as template?