Tapit EX Manual ver 4.1.6 - Trisys.com

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Reports...................................................................................... 31 Generating Reports...............................................................................31 Statistics .................................................................................... 45 Statistics Concepts................................................................................45 To generate statistical graph ..................................................45 System Maintenance............................................................... 47 System Maintenance - Overview..........................................................47 System Parameters .................................................................. 48 System Parameters Screen....................................................................48 Communications...................................................................................49 Call Costing..........................................................................................51 Activity.................................................................................................53 Trunks ..................................................................................................54 Destination ...........................................................................................55 DATA...................................................................................................57 Call Editor ................................................................................. 58 Working with Call Editor.....................................................................58 TAPIT Pricing ............................................................................. 60 Pricing Call Records.............................................................................60 Reindex Database................................................................... 65 Reindexing ...........................................................................................65 Recosting.................................................................................. 66 Recosting Call Records ........................................................................66 Dialing Patterns ........................................................................ 69 Working with Dialing Patterns.............................................................69 Report Scheduler ..................................................................... 71 Using Report Scheduler .......................................................................71 Data Maintenance .................................................................. 73 Data Maintenance Concepts.................................................................73 Export...................................................................................................74 Import...................................................................................................75 Call Records Maintenance....................................................................76 Export to Billing Software ...................................................................77 Import Tapit DOS Data ........................................................................77 ii • Introduction Tapit
Import V&H Data.................................................................................78 Report Designer ....................................................................... 79 Creating Custom Reports .....................................................................79 Fraud Alert................................................................................ 83 Fraud Alert Features.............................................................................83 Parameters ............................................................................................83 Delete Log File.....................................................................................85 Test Alarms ..........................................................................................85 Trunks ..................................................................................................86 Extensions ............................................................................................87 Dialed Numbers ...................................................................................88 Database Repair Utility............................................................ 90 Using Repair Utility .............................................................................90 SMDR Monitor ........................................................................... 92 Understanding SMDR Monitor............................................................92 SMDR Monitor Menu Options: ...........................................................93 Action.....................................................................................93 Settings...................................................................................93 PBX........................................................................................94 Software License Agreement.................................................. 96 Contents................................................................................................96 Technical Support.................................................................... 99 Technical Support from Trisys, Inc......................................................99 Troubleshooting .....................................................................99 TAPIT End of the Month Procedures ..................................101 To Prevent Data Loss...........................................................102 Tapit SMDR ALARM.......................................................................... 103 REQUIREMENTS.............................................................................103 Hardware:.............................................................................103 Supported Operating Systems:.............................................103 Software Requirements:.......................................................103 INSTALLATION...............................................................................104 Before installing SMDR Alarm ...........................................104 Installing SMDR Alarm.......................................................104 USER INSTRUCTIONS....................................................................105 Setting up the SMDR Alarm................................................105 Setting up Phone Number tracking ......................................109 Example of the Phone Number tracking ..............................110 Understanding the TPSALARM.LOG file...........................111 Introduction • iii
Page 1: IMPORTANT When upgrading your TAPIT
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 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
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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
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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
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
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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
Page 86 and 87:
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
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
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SMDR Monitor Understanding SMDR Mon
Page 100 and 101:
4. Parity - Click on the down arrow
Page 102 and 103:
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
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
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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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