Tapit EX Manual ver 4.1.6 - Trisys.com

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WEB REPORTS .......................................................................... 112 REQUIREMENTS.............................................................................112 Hardware:.............................................................................112 Windows NT, Windows 2000 and Windwos XP Professional software requirements:.........................................................112 INSTALLATION...............................................................................113 Before installing Tapit Web Reports....................................113 Installing Tapit Web Reports ...............................................113 Changing IIS permissions ....................................................117 UPGRADING TAPIT WEB REPORTS............................................122 USER INSTRUCTIONS....................................................................123 Logging in to the Tapit Web Reports...................................123 CREATING/PRINTING REPORTS ...................................125 DRILL DOWN REPORTS..................................................129 GRAPH REPORTS .............................................................129 TRUNK ANALYSIS REPORTS.........................................130 PASSWORDS......................................................................135 PERMISSIONS..................................................................................137 Setting up Permissions for the first time. .............................138 Using User List Screen ........................................................140 Using User Profile Screen....................................................141 Forgot Password?.................................................................145 Glossary of terms .................................................................145 TROUBLESHOOTING WEB REPORTS.........................................146 Index....................................................................................... 148 iv • Introduction Tapit
Introduction Introduction - Overview • TAPIT is a call management and accounting software package designed to report on the phone activity of a business. • It is a tool to help identify and control expenses, provide statistical information, and assist in overall management of the business. • TAPIT collects all available information about incoming and outgoing calls from your telephone equipment and stores it for later processing. • TAPIT is a real-time system, which means that all phone activity data is current to the minute. • TAPIT has an on-line help facility. Any time you need more information about a specific screen, just press F1 key and related help screen will be displayed. System Requirements System Requirements • Pentium II Based PC • 128 MB RAM • Microsoft Windows 98/NT/2000/XP Professional • 250 MB free disk space • One RS232 port connection to the PBX® SMDR port • Printer driver must be installed on your system • Power Management feature of your system must be disabled Assumptions This manual assumes that you are familiar with using a mouse, as well as with the common Microsoft Windows elements i.e. Scroll Bars, Selecting Menu Items etc. For detailed description on these elements please refer to Microsoft Windows User Guide. Tapit Introduction • 1
Page 1: IMPORTANT When upgrading your TAPIT
Page 4 and 5: 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
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
Page 90 and 91:
Fraud Alert will not function if th
Page 92 and 93:
Trunks This facility allows you to
Page 94 and 95:
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
Page 106 and 107:
5. The PBX is not actually outputti
Page 108 and 109:
13. Run defrag utility on drive c:.
Page 110 and 111:
INSTALLATION Before installing SMDR
Page 112 and 113:
The SMDR Alarm will not function if
Page 114 and 115:
9. Click on the Test Now button. It
Page 116 and 117:
Example of the Phone Number trackin
Page 118 and 119:
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
Page 136 and 137:
TRUNK ANALYSIS REPORTS 1. To run on
Page 138 and 139:
5. To add a new group: Click on the
Page 140 and 141:
9. Click on the Setup Trunks button
Page 142 and 143:
5. To verify your privileges enter
Page 144 and 145:
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
Page 154 and 155:
Index B Before installing your soft
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