Projects

estos UCServer permits the user to assign calls to previously defined projects, to send certain code numbers to the phone or the phone system when dialing or to mark calls explicitly as private.

Parameters are, for example, used with targeted MSN assignment, the initiation of private calls in phone systems or for dialing project parameters. You can define several parameters here and give them names. They can then be used in the call window. The parameters are always saved in the journal on the estos UCServer.

Parameters have two functions:

• Parameters for dialing. These are sent to the phone system and activate specific features before making the call.
• Parameters for the Journal. These are included in the journal (server-side) and are subsequently used for invoicing by project parameters.

Define projects:

1. Enter a readable name for the project in field name. This name appears later in the call window and the journal.
2. Enter the parameter which is dialed before the actual number in the column of the same name.

   The following rules apply:
   

   Character	Deployment
   0-9 * #	Digits which are dialed normally
   C	Here you wait for the remote station to accept the call.
   e, E	Place-holder for entering a PIN. With E, the number of digits for entry is not important. With e, the number of digits is defined by the number of letters (eee for three digits).
   u, U	Place-holder for entering a user ID. With U, the number of digits to be entered is not important. With u, the number of digits is defined by the number of letters (uuu for three figures).
   p, P	Dialing pause: p for 0.5 seconds, P for 1 second
   N	Place-holder for the number to be dialed. If the place-holder is not specified the number is automatically added to the end.
   J	Defines, if available, that the user login and pin number entered by the user is noted in the journal.
   X	Defines, if present, that the number to be dialed should be dialed with an external code. If the ‘X’ is missing the number is dialed in national format (03012345678).

3. Select one of the following options which is to apply for the project:
   Journal entry only: The parameter is not sent to the phone but just saved in the journal.
   Dialing and journal entry: This parameter is used for outgoing dialing is saved in the journal entry.
   Dial only: This parameter is only used for dialing.
   Dial Private Call: The Access Code for Private Calls option is used for this (see Dialing Prefixes). Doing so may be necessary in order place private calls, depending on the telephone system and configuration. Phone numbers used for private calls will not be visible to others and will be additionally flagged in the journal.
   

Examples of use:

• For the journal only:
  You wish to assign project parameters to calls. Create an entry and name it e.g. Project Test and give the parameter 12345. Select the Journal entry only option. The parameters are logged on the server side only.
• Selective external dialing code:
  Assume you have have a normal external dialing code of '0' and a further external dialing code which is '80'. Create an entry and name it 'External2'. Enter '80' as the phone number. Select the 'Dial only' option.
• Select project parameter:
  Assume you can dial the project parameter '4444' on the phone with the combination *604444#. Create an entry and name it 'Current Project'. Enter *604444# as the phone number. The X means that an external dialing code must be added after the project parameter. You can then also make internal calls with this project parameter.
• Private call 1. Example:
  Assuming you can dial a private call on the phone with your personal PIN ‘1234’ by means of the combination *601234#: create an entry and name it ‘Private’. Specify the number as *60eeee#X. The 'X’ means that an external code must follow the parameter. You can then also make internal calls with this parameter. The ‘eeee’s mean that you still have to enter a four-digit PIN. If you then dial in the call window with this setting you are asked to enter this PIN. You can, of course, enter the PIN for private calls here directly, in other words *601234# (if no other person has access to your computer).
• Private call 2. Example:
  Assuming you can dial a private call on the phone with your personal PIN ‚1234’ by means of the combination 51234: after entering the PIN you no longer have to dial an external code. Create the entry and name it ‘Private’. Enter 5eeee as the phone number. This time, no X is used (no external code after the parameter). The ‘eeee’s mean that you still have to enter a four-digit PIN. If you then dial in the call window with this setting you will be required to enter the PIN. You can, of course, also enter the PIN for the private call directly here: 51234.
• Example of a calling card provider:
  With the rules you can deal with dialing a calling card provider for private conversations. Enter the phone number format required by the calling card provider in the project parameters field.
  E.g.: 0080012345678CP#eeeeeeeee#uuuu#N#
  The calling card provider is dialed via the number 0080012345678. After the call has been answered there is a one-second delay; the 8-digit user ID and then the four-digit password is subsequently transmitted, followed by the number to be dialed. The placeholders for ‘e’ and ‘u’ were queried by the user in the client. User recognition and the PIN can be saved on the client if desired.
  The subsequent dialing of digits after a pause or waiting for an answer from the remote station is realised with DTMF tones. This is only possible if your TAPI driver supports this feature.