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HiPath

APM PhoneBookManager

User Guide

About the Documentation

2

About the DocumentationThe present document describes how to install, configure and use the APM PhoneBookManager PC program.All functions offered by the APM PhoneBookManager program are explained. Should you find that some functions are not available as described, it may be due to the following:• Your workstation does not support this function. In this case, contact the assigned ser-

vice personnel.• You do not have the latest APM PhoneBookManager software installed. The latest ver-

sion is available as a zip file on the Internet athttp://www.siemens.com/hipath/ > Downloads > Software.

Important NotesThe information provided in this document contains merely general descriptions or char-acteristics of performance which is case of actual use do not always apply as described or which may change as the result of further development of the products. An obligation to provide the respective characteristics shall only exist if expressly agreed in the terms of the contract. All trademarks used are the property of Siemens AG or of their respective owners.

Online HelpDuring installation, detailed descriptions are displayed on the screen. Online help is provid-ed for each APM PhoneBookManager software component. To access the help, open the corresponding component and click the Help icon in the toolbar or press F1.

User GuidesThe user guides are available online in pdf format for printing. See http://www.siemens.com/hipath/ > Downloads > User Guides. To view these guides, you need to have the Adobe Acrobat Reader program installed. Adobe Acrobat Reader is avail-able online at http://www.adobe.com/. Read the user guides carefully before using this product.

Up-to-date InformationThe zip file also includes a file called liesmich.txt. This contains further important informa-tion that only became available after the user guide was completed. Read all the additional information provided in the liesmich.txt file carefully. Refer also to the online product infor-mation at http://www.siemens.com/hipath/ > Downloads.

http://www.siemens.de/hipath/


http://www.adobe.com/


Contents

Contents

About the Documentation . . . . . . . . . . . . . . . . . . . . . . 2Important Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Up-to-date Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Tips on Reading the Documentation . . . . . . . . . . . . . 5Graphic Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Software Application Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Data Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Data Transfer via LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Data Transfer via USB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Data Transfer via V.24 Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Installing APM PhoneBookManager . . . . . . . . . . . . . 7System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Setting up APM PhoneBookManager Software . . . . . . . . . . . . . . . . . . . 7

APM PhoneBookManager User Interface . . . . . . . 12Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Title Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Selection Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Conversion Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16View Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18ENB 410/420 Registration (Interface for optiPoint 410/420) . . . . . . 20ENB 500 Registration (Interface for optiPoint 500) . . . . . . . . . . . . . 28Updating Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Distributor List Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Editing Distributor Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

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Contents

Importing/Exporting Directory Entries . . . . . . . . . . .34Sample Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Required Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Transferring Directory Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

FTP Server Access. . . . . . . . . . . . . . . . . . . . . . . . . . . .36Installing an FTP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Notes on Reference Sources. . . . . . . . . . . . . . . . . . .38FTP Server (IP Connection Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38USB Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38V.24 Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38External Provider of PC Opti600 Software . . . . . . . . . . . . . . . . . . . . . . 39

List of Publications . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

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Tips on Reading the Documentation


Graphic DisplayUser steps are illustrated graphically to the left in logical order. The illustra-tions represent the following:

Single click with the left mouse button.

Move mouse while holding down left mouse button (click and drag).

Double-click with the left mouse button.

Single click with the right mouse button.

Enter letters or figures using the PC keyboard (example: user name or station number)

Select an entry from a list field or pop-up menu.

Left-click button.

Left-click icon.

Notes

Instructions1. Numbered text describes steps to be taken in sequence.

Lists• Text with this symbol contains lists.

ReferencesSeite 5 or „Tips on Reading the Documentation“ Seite 5 are referenc-

es, which are linked to a corresponding section.

Important notes and remarks on the relevant topic are displayed in this section.

5


Software Application ScenariosAPM PhoneBookManager software allows you to manage, edit and trans-fer directory entries from your Windows or Outlook Address Book and your workpoint to your PC.

APM PhoneBookManager software is suitable for the following work-points:• optiset E memory• optiPoint 410/420 standard/advance with optiPoint display module• optiPoint 410/420 standard/advance with optiPoint application module• optiPoint 500 basic/standard/advance with

optiPoint application module• optiPoint 600 office

Data TransferData is transferred from your workpoint to your PC and vice versa via sev-eral different connections.

Data Transfer via LANThe following workpoints allow data to be transferred via LAN:• optiPoint 410/420 standard/advance with optiPoint display module• optiPoint 410/420 standard/advance with optiPoint application module• optiPoint 600 office

For instructions on establishing the connection, see „FTP Server (IP Con-nection Only)“ Seite 38.

Data Transfer via USBThe following workpoints allow data to be transferred via USB:• optiPoint 500 basic/standard/advance with

optiPoint application module• optiPoint 600 office

For instructions on establishing the connection, see „USB Connection“ Seite 38 and „External Provider of PC Opti600 Software“ Seite 39.

Data Transfer via V.24 InterfaceThe following workpoints allow data to be transferred via V.24 interface:• optiset E memory

For instructions on establishing the connection, see „V.24 Connection“ Seite 38.

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Installing APM PhoneBookManager


System RequirementsTo use the full scope of functions for this software, the following require-ments must be met.

Hardware• IBM AT-compatible Pentium III, 500 MHz • 128 MB RAM • 5 MB free memory on the hard drive• CD ROM or DVD drive• Screen resolution of at least 800 x 600 pixels

Software• Windows 2000 (Service Pack 4) or

Windows XP (Service Pack 2) operating system• For connection to the telephones:

– FTP server (IP telephones only), see Seite 38– USB driver (UP0/E telephones only), see Seite 38– V.24 driver (optiset E telephones only), see Seite 38

User rights

To install the software on Windows 2000 and Windows XP, you must be registered as a user with administrative rights. If this is not the case, con-tact your assigned service personnel.

Setting up APM PhoneBookManager Software

Starting setup

1. Download the latest version of APM PhoneBookManager as a zip file from http://www.siemens.com/hipath/ > Downloads > Software.

2. Unzip the zip file with a suitable program, such as WinZip. You can download this program free of charge from http://www.winzip.com/ > Downloads.

3. Before installing APM PhoneBookManager, close all open programs on your PC. Furthermore, close all programs that display an icon next to the clock on the taskbar (antivirus software, for example).

4. Double-click start_setup.exe.

5. Follow the instructions in the Installation Wizard, see „Installation wiz-ard“ Seite 8.

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http://www.winzip.de/


Installation wizard

Installation involves several steps, at which you select the required op-tions.

By clicking Back you can revert to the your previous selection.By clicking Cancel you can stop the installation.

1. Select the required language.

Confirm your selection with OK.

The Installation Wizard dialog opens.

8


The system is preparing for installation.

2. The Installation Wizard starts.

Click Next to confirm this dialog.

3. You can now select the directory in which you want to install the APM PhoneBookManager software.

9


To select a different directory, click Edit... Select an alternative directory and confirm with OK.

Click Next to confirm the selected installation directory.

4. The Installation Wizard is now ready to install APM PhoneBookManager in the specified directory.

Click Install.

Several setup windows appear displaying the progress of the installa-tion. Installation may take several minutes.

5. Once the software is installed, the final Installation Wizard dialog is dis-played. If you do not wish to view the:– readme file,

10


– user guides, or– Linux licenses,

deselect the relevant checkboxes.

Click Finish.

The APM PhoneBookManager software has been successfully installed on your PC. For instructions on how to start the software and configure it for the first time, see

11

APM PhoneBookManager User Interface


Overview

Title BarThe title bar displays the title of the application.

Menu Bar

File

Distribution...: Manages directory entries and compiles contact lists for distribution to workpoints.

Exit: closes the software.

ToolbarSeite 14

Title barSeite 12

Menu barSeite 12

WorkspaceSeite 16

Selection areaSeite 15

12


Edit

Cut: Removes the selected text and copies it to the Windows clipboard.

Copy: Copies the selected text to the Windows clipboard.

Paste: Inserts the contents of the Windows clipboard at the cursor posi-tion.

Delete Selection: Deletes selected directory entries.

Undelete: Cancels the last delete command.

View

Preview: Displays a full PC and workpoint phone directory entry in the workspace.

?

ENB 410/420: Opens the online help homepage for the ENB 410/420 com-ponent.

ENB 500: Opens the online help homepage for the ENB 500 component.

About: Opens a dialog box containing information on the software.

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Toolbar

Distribution

Manages directory entries and compiles contact lists for distribution to workpoints, see „Distributor List Function“ Seite 29.

Cut

Removes the selected text and copies it to the Windows clipboard.

Copy

Copies the selected text to the Windows clipboard.

Paste

Inserts the contents of the Windows clipboard at the cursor position.

Delete Section

Deletes selected directory entries.

Undelete

Cancels the last delete command.

Preview

Displays a full PC and workpoint phone directory entry in the workspace.

Help

Opens the online help homepage for the selected software component.

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Selection AreaThe selection area displays the available applications for the workpoints in a tree structure, see „Workspace“ Seite 16.

Shows the applications associated with the workpoint.

The following applications are available:

ENB 410/420 • Conversion rules, see Seite 16• View Directories, see Seite 18• Registration, see Seite 20

ENB 500 • View Directories, see Seite 18• Conversion rules, see Seite 16• Registration, see Seite 28• Update, see Seite 28

Hides the applications associated with the workpoint.

Nodes

Application

Workpoint

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Workspace

Conversion Rules

Parameters

Access code (PABX): This is also referred to as the "External Access Code". In this field, enter the prefix that must be dialed before the external phone number, e.g. "0".

PABX number: This is also referred to as the "Local District Code". In this field, enter the number for the system connection (phone number without the extension number, e.g. "722").

International access code: This is also referred to as the "International Area Code". In this field, enter the international access code, e.g. "00".

Own country code: This is also referred to as the "Local Country Code". In this field, enter the local country code for your company site, e.g. "49" for Germany.

National access code: This is also referred to as the "National Dial Prefix". In this field, enter the national dial prefix, e.g. "0".

Own area code: This is also referred to as the "Local Area Code". Enter the local area code for your company site, e.g. "89" for Munich.

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Canonical format

Canonical format is an internationally standardized format for telephone numbers. Conversion rules must be defined to ensure that telephone num-bers in this format can be dialed correctly.

Example of a phone number in canonical format:

Conversion examples

Canonical Format ENB Entry Own country_area +49 (89) 722888123 888123Own country_area +49 (89) 888123 0888123

Own country +49 (189) 722888123 00189722888123Foreign country +149 (189) 722888123 000149189722888123

+49 (89) 72212345Extension number

PABX number

Phone numberOwn area codeOwn country code

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View Directories

PC directory list box

Select the required directory:• Outlook Contacts: directory entries from Microsoft Outlook.• Windows Address Book: directory entries from the Windows Address

Book (Microsoft Outlook Express).• Temporary Storage: directory entries from the temporary memory in

APM PhoneBookManager.

Directory list box

Select the required workpoint:• 410/420: directory entries from a CSV file for the optiPoint 410/

420 standard/advance.• 500: directory entries from the optiPoint 500 basic/standard/advance.

Directories or directory entries on the PC

Detailed view of each se-lected directory entry

Directory en-tries

List box forPC directory

List box fortelephone directory

Directories or directory entries on the workpoint

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Distributors context menu

If a distributor list has already been generated Seite 29, you can easily assign individual entries to one or more distributor lists under View Direc-tories.

1. Select individual entries from the list. Hold down the <SHIFT> key and select a range. You can use the <CTRL> key to add or remove individual entries.

2. Right-click your selection and choose Distributors from the context menu.

3. Either select or clear the check boxes to determine the distributor lists to which the contacts are to be assigned.

If a white check box is checkmarked, all selected contacts are assigned to the distributor list.If a gray check box is checkmarked, only some of the selected contacts are assigned to the distributor list.If the check box is clear, this means that none of the contacts are as-signed to the selected distributor.

4. Click Apply.

You can also assign any number of contacts to different distributor lists Seite 30.

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ENB 410/420 Registration (Interface for optiPoint 410/420) The APM PhoneBookManager software can only communicate directly with an optiPoint 500 basic/standard/advance with an optiPoint application module via USB. Directory entries in the optiset E memory, optiPoint 410/420 standard/advance and optiPoint 600 office workpoints are transferred via a CSV file, which is stored locally on your PC via LAN, USB or a V.24 interface. The APM PhoneBookManager software serves as a "gateway" for transferring the CSV file delivered by the workpoint to your optiPoint 500 basic/stan-dard/advance with an optiPoint application module. The CSV file must have a predefined structure.

Exported CSV files from the following workpoints do not have this struc-ture:• optiset E memory• optiPoint 410/420 standard/advance with an optiPoint display module• optiPoint 600 office

There are several ways of adjusting the structure of the CSV file:• Manually using an editor, see „Adjustment using an editor“ Seite 20

and then read it directly into the APM PhoneBookManager.• Automatically by importing it into Microsoft Outlook, see „Importing

into Microsoft Outlook“ Seite 24 and then accessing the Microsoft Outlook Address Book via APM PhoneBookManager.

Adjustment using an editor

The following editors can be used:• Microsoft Excel (full version)• Sun Microsystems Open Office

The following examples illustrate the structure of a CSV file. Only files with this structure can be read into the APM PhoneBookManager and trans-ferred to your optiPoint 500 basic/standard/advance with an optiPoint application module.

Individual entries must be separated by commas. The structure should ap-pear in the editor as illustrated below.

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The values of the individual entries are defined as follows:

Troubleshooting

The structure of the CSV file will be treated differently according to the op-erating system, the service pack or the spreadsheet program used. If the entries are not separated by columns (e.g. Excel), proceed as follows:

1. Open the CSV file with Excel.

2. Select all of the entries in the first column.

3. Select Data > Text to Columns... from the menu bar. The "Convert Text to Columns Wizard - Step 1 of 3" dialog opens.

Co

lum

ns

Name(German)

Name(English) Description of directory entry

A[1]

[1] Value: alphanumeric, character: maximum 24

Nachname: Last Name: Last nameB[1] Vorname: First Name: First nameC[1] Geschäft: Business: Business phone number

D[1] Geschäft2: Business2: Alternative business phone numberE[1] Mobil: Mobile: Mobile phone numberF[1] Privat: Private: Private phone number

G[1] Adresse1: Address: Address line 1 (e.g. Street)H[1] Adresse2: Address2: Address line 2 (e.g. City)I[1] Firma: Company: Company name

J[1] Position: Position: Field of workK[2]

[2] Value: numeric, digits: 1 to 4

Default dial(1-4)

Default dial(1-4)

Default phone number: Refers to rows "C" to "F".Corresponds to entries "1" to "4".

L[3]

[3] Value: numeric, digits: 0 or 1

Voice dial(0=No 1=Yes)

Voice dial(0=No 1=Yes)

Has voice dialing:0=No, 1=Yes

M[3] Archive Flag Archive Flag Status of a change from entry to im-port (in APM):0=entry unchanged1=entry was changed in the APM

Phone numbers and digits must not be displayed in exponential for-mat (e.g. 2,455E4).

Phone numbers can be displayed in canonical format Seite 17 or as digits.

21


4. Click Next. The "Convert Text to Columns Wizard - Step 2 of 3" dialog opens.

5. Accept the settings as displayed in the screenshot and click Next. The "Convert Text to Columns Wizard - Step 3 of 3" dialog opens.

22


6. Click Finish. The entries are displayed in columns.

7. Select File > Save As... from the menu bar. Select the directory, an ap-propriate file name and the file type *.CSV. Confirm your entry with Sa-ve.

Check the contents of the CSV file using a suitable editor (e.g. Wordpad). The entries should be separated by a "," (comma). If they are separated by a ";" (semi-colon), the CSV file cannot be read into the APM PhoneBookManager or into a workpoint.Follow the steps below to adjust the CSV file:

1. Open the CSV file using Wordpad.

2. Select Edit > Replace... from the menu bar. The "Replace" dialog opens.

3. Enter a ";" (semi-colon) in the "Find what" field and a "," (comma) in the "Replace with" field. Confirm your entry with Replace All.

4. An information dialog opens. Confirm this dialog with OK.

5. Select File > Save from the menu bar. The CSV file can now be read into the APM PhoneBookManager or workpoint.

23


Importing into Microsoft Outlook

You can import the exported CSV file from your workpoint into Microsoft Outlook. The APM PhoneBookManager software features an option for ac-cessing Outlook Contacts and can transfer the directory entries to your optiPoint 500 basic/standard/advance with an optiPoint application module.

1. Open Microsoft Outlook.

2. Select File > Import and Export... from the title bar. The Import and Export Wizard dialog opens

3. Select the option "Import from another program or file".

4. Confirm your entry with Next. The "Import a File" dialog opens.

5. Select the file type to be imported "Comma Separated Values (Win-dows)".

6. Confirm your entry with Next. A dialog for selecting the file to be im-ported opens.

24


7. Click Browse. A browse dialog for file section opens. Select the CSV file to be imported (e.g. enbdata.csv ) and confirm your selection with OK.

8. Click Next. A dialog for selecting the destination folder opens.

25


9. Select "Contacts" and confirm your selection with Next. A dialog for as-signing fields to the Outlook Contact directory opens.

10. Click Map Custom Fields.... The "Map Custom Fields" dialog opens.

11. Select each respective field in the directory structure under "From:" (CSV file) and holding down the left mouse button drag it to "To:" (Mi-crosoft Outlook Contacts). Drag the values from the source file on the left and drop them on the appropriate destination field on the right, e.g. "Phone number 1" to "Business Phone".

26


Make the following assignments:

12. Confirm the assignment with OK.

13. Click Finish (see step 9). The Import/Export Status dialog opens. File transfer begins.

The directory entries in the CSV file are now incorporated into your Out-look Contacts. Using the APM PhoneBookManager, you can transfer these entries to your optiPoint 500 basic/standard/advance with an optiPoint application module, see APM PhoneBookManager docu-mentation.

Load CSV file

1. Click Browse.

2. Select the relevant CSV file that is assigned to the workpoint.

3. Confirm your selection with OK.

ENB OutlookLast Name Last nameFirst Name First name

Business Business PhoneBusiness2 Business Phone 2Mobile Mobile Phone

Private PrivateAddress Business StreetAddress2 Business City

Company Company:Position Job Title:Default dial Notes entry: [ENB: x], x = 1..4

Voice dial Not Available

27


ENB 500 Registration (Interface for optiPoint 500)

Select the Com port required for communicating with your optiPoint 500 basic/standard/advance via USB (COM 1 ... COM 4). Your se-lection is dependent on your PC hardware.

To determine which COM port is used, open the Windows Device Manag-er and double-click Ports (COM and LPT).

The port used is displayed in brackets.

Updating Software Proceed as follows to update the software on your optiPoint application module to the latest version:

1. Click Browse.

2. Select the relevant bin file (e.g. cdsm_sysimage.bin).

3. Confirm your selection with OK.

4. Click Apply.

You should not interrupt the update procedure. If the update is in-terrupted, only the APM PhoneBookManager update function is available.

28


Distributor List FunctionYou can use this application to manage directory entries. You can create distributor lists and assign directory entries to them. You can compile a separate, clearly structured directory from unstructured directory entries.

Creating a new distributor list

1. Click the icon in the toolbar. The "Distributor Wizard" dialog opens.

2. Click New. An input dialog for entering a group name opens.

3. Enter a suitable name for the group.

4. Confirm your entry with OK.

29


Adding directory entries

5. Click Add entry.

The "Add Entries" dialog opens.

6. Select the source of the relevant directory entries from the list box.

7. Select the required source entries.

List box Source entries Group entries

30


8. Click ->.

The selected entries are incorporated into the list of distributors (group directory). You can add other directory entries from other sources, see step 6.

9. Confirm your entry with OK. The "Distributor Wizard" dialog opens.

You can use Add entry to assign other directory entries to the list of distributors, see step 6.Delete Entry deletes marked directory entries.

10. Confirm your entry with >.

Transferring directory entries

11. Select the required option field.Delete existing phone directory:All existing directory entries for your workpoint will be permanently de-leted. The directory entries in the generated list of distributors will be sent to your workpoint.Add new / overwrite existing phone directory entriesAll existing directory entries for your workpoint are retained. The direc-tory entries in the generated list of distributors are sent to your work-point and added to the existing entries.

31


12. Confirm your entry with Send. The "Directory Transfer" dialog opens.

The transfer status is displayed.

13. Confirm the result of the directory transfer with Finish.

32


Editing Distributor Lists

Deleting distributor lists


2. Select the distributor list to be deleted from the list and click Delete Entry.

3. Confirm the deletion with OK.

Renaming distributor lists


2. Select the distributor list to be renamed from the list and click Rename

3. Enter the new name for the distributor list. Please note that the same name cannot be used more than once; otherwise an error message will be displayed.

4. Confirm with OK.

Copying distributor lists


2. Select the distributor list to be copied from the list and click Copy.

3. If necessary, change the proposed name for the distributor list. Please note that the same name cannot be used more than once; otherwise an error message will be displayed.When you copy a distributor list, all of the members of the original dis-tributor list are assigned to the copied distributor list.

4. Confirm with OK.

Adding/removing members


2. Click Members....

Please refer to Seite 30 for information on how to proceed.

You can also add or remove different distributor lists for specific contacts Seite 19.

33

Importing/Exporting Directory Entries

Importing/Exporting Directory EntriesThe procedure for importing or exporting directory entries between your PC and your workpoint is dependent on the devices used. A separate mi-gration manual is available for the optiPoint application module. Please contact your system administrator for information on how to obtain a copy.

Sample ApplicationThe following describes the procedure for transferring directory entries from your Microsoft Outlook Address Book to your optiPoint 500 basic/standard/advance with an optiPoint application module.

Required Components• optiPoint application module• Patch for HiPath 3000 V5.0 or HiPath 4000 V2.0• Installed "APM PhoneBookManager" software, see „Installing

APM PhoneBookManager“ Seite 7• A free USB port on the PC• USB cable, see „USB Connection“ Seite 38• USB driver, see „USB Connection“ Seite 38• Microsoft Outlook Address Book

Initial configuration Target configuration

34

Importing/Exporting Directory Entries

Transferring Directory Entries

1. Start the APM PhoneBookManager software.Path: Start > Programs > Siemens > PhoneBookManager.

2. Select ENB 500 > View Directories from the selection area.

3. From the list box "PC directory" select the entry "Outlook contacts". All directory entries are displayed in the "PC directory" workspace.

4. From the list box "Device directory" select the entry "500". If available, all directory entries are displayed in the "Device directory" workspace.

5. Select the required directory entry in the "PC directory" and holding down the left mouse button drag it to the "Device directory".The selected directory entry is stored in the optiPoint 500 basic/stan-dard/advance and is visible on the optiPoint application module in the "ENB" application.

TroubleshootingCheck the following items in the event of functional and communications errors:• Ensure that the USB connection between your workpoint and your PC

is working.• Ensure that the USB connection between your workpoint and your

optiPoint application module is working.• Ensure that your optiPoint application module is connected correctly to

the mains.

Ensure that the USB connection between your optiPoint 500 basic/standard/advance and your PC is working. In the event of problems, please contact your system administrator.

Update the software on your optiPoint application module (see Seite 28). You should not interrupt this procedure. If you interrupt

the update procedure, only the APM PhoneBookManager update function will be available.

35

FTP Server Access

FTP Server AccessSoftware from several manufacturers can be used for FTP server access. Freeware software is also available for this purpose, on the Internet, for example. See also Seite 38.The most important information in FTP server software is (the designa-tions may differ in some cases):• Account name• User name• User password• Directory:

As the path, specify the directory containing the data for transfer ("D:\Projects\").

Installing an FTP Server

1. Install the software (in our example, "3CDeamon", which can be down-loaded from http://www.3com.com).

2. Start the server program.

3. You can configure user profiles or allow anonymous access, as in the present example. This is the easier option, although it is not possible to grant different users varying levels of access in this mode.In the File menu, open → Config → FTP configuration and specify a directory for data transfer under Anonymous Upload/Download di-rectory.

When specifying the path, note that the user is at the specified di-rectory level when accessing the FTP server from the workpoint.Additional path entries in the workpoint always refer to this path.Sample path entry:Path entry on FTP server: "D:\Projects\"Path entry on workpoint: "Download\"Resulting path: "D:\Projects\Download\"

Read the FTP server software documentation if using a different FTP server program.

36

http://www.3com.com

FTP Server Access

4. Click OK to confirm.As soon as the data exchange is complete, information about the con-nections is displayed in the main dialog of the program.

37

Notes on Reference Sources

Notes on Reference SourcesThe following are notes on reference sources with explanations of specific hardware and software components.

FTP Server (IP Connection Only)When transferring files via an IP connection, an FTP server is required in addition to the client (in this case, an IP telephone such as the optiPoint 410 standard).

In principle, it is possible to use multiple, freely available FTP servers.

A suitable FTP server is available online at:http://www.3com.com/

For notes on configuration see Seite 36.

USB ConnectionTo establish a direct connection between an optiPoint telephone with a UP0/E interface (for example, optiPoint 500 standard) and your PC, you will need a USB cable and a corresponding USB driver.

The driver is available online at:http://www.siemens.com/hipath/ Downloads Software.

In addition to the standard USB cables, a cable with a right-angle connector (on the slave side) is particularly suitable.Part number for USB cable with right-angle connector: S30267-Z360-A30-1.

V.24 ConnectionTo establish a direct connection between an optiset E telephone (the optiset E memory, for example) and a PC, you will need a V.24 adapter in addition to the software (special V.24 driver), which is included in the "CallBridge Collection" package.

The package is available online at:http://www.siemens.com/hipath/ Downloads Software

optiPoint updates / Tools All CallBridge Collection.

For the optiset E memory the "optiset E data adapter" is required. Part number for the adapter including cable: L30251-F600-A330.

If the Siemens software “CallBridge TU”or “CallBridge Collection” is already installed on the PC to which a USB connection is to be es-tablished, no additional driver is necessary. The required driver is al-ready included with these software components.

38

http://www.3com.com/



Notes on Reference Sources

External Provider of PC Opti600 SoftwareTo transfer directory data to and from telephones via USB or V.24 connec-tion ( Seite 38), you need the third-party software "PC-Opti600" (formerly "ENB Update Tool Comfort"). This software replaces the APM PhoneBook Manager software.

The software and more detailed information is available online at:http://www.tis-gmbh.de/ Siemens PC Opti600.

39

http://www.tis-gmbh.de/

List of Publications

List of PublicationsThe following list is not exhaustive and is intended to provide information on documents which describe operation, administration and installation of workpoints and components.• Installation Guide for Add-on Devices, Adapters and Accessories:

Part number: A31003-H8400-B934-*-6ZD1 • User Guide for the optiPoint display module:

Part number: A31003-A2056-D410-*-7619 • User Guide for the optiPoint application module:

Part number: A31003-A2056-M423-*-7619 • User Guide for the optiPoint 410 standard:

Part number: A31003-H8400-B412-*-7619 • User Guide for the optiPoint 410 advance:

Part number: A31003-H8400-B413-*-7619 • User Guide for the optiPoint 420 standard:

Part number: A31003-H8400-B422-2-7619 • User Guide for the optiPoint 420 advance:

Part number: A31003-H8400-B423-*-7619 • Administration Guide for the optiPoint 410/420:

Part number: A31003-A2056-B415-*-76A9 • User Guide for the optiPoint 600 office:

Part number: A31003-H8400-B600-*-7619 • Administration Guide for the optiPoint 600 office:

Part number: A31003-A2056-B651-*-76A9 • User Guide ENB Transfer for optiset E memory and

optiPoint 600 office:Part number: A31003-A2056-E600-*-7619

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Index

Index

AAccess code ............................................... 16

CCanonical format ........................................ 17

conversion ............................................... 17Com port ...................................................... 28Connection

FTP ............................................................ 38USB .......................................................... 38V.24 interface .......................................... 38

Conversion example .................................. 17Conversion rules ........................................ 16Create new group ...................................... 29CSV file ........................................................ 20

adjustment using an editor ................... 20

DData transfer ................................................. 6

LAN ............................................................. 6USB ............................................................ 6V.24 interface ............................................ 6

Directoryentries ...................................................... 18PC ............................................................. 18telephone ................................................. 18transfer ....................................................... 6

Directory entriesadd ............................................................ 30import/export .......................................... 34transfer ............................................... 31, 35

Directory transfer ......................................... 6Distribution function

start .......................................................... 14Distributor list function .............................. 29

add directory entries .............................. 30create new group ................................... 29transfer directory entries ...................... 31

EEditor

CSV file structure ................................... 20External access code ................................. 16

FFTP server ................................................... 36

access ...................................................... 36connection ............................................... 38install ........................................................ 36

HHardware ....................................................... 7

IIcon description ............................................ 5Important notes ............................................ 2Installation ..................................................... 7International access code ......................... 16International area code .............................. 16

LList of publications ..................................... 40Local area code .......................................... 16Local country code ..................................... 16Local district code ...................................... 16

MMenu bar ..................................................... 12Microsoft Outlook

import CSV file ........................................ 24

NNational access code ................................. 16National dial prefix ..................................... 16Notes on reference sources .................... 38

OOperating system ........................................ 7Outlook ........................................................ 24Own area code ........................................... 16Own country code ..................................... 16

41

Index

PPABX number ............................................. 16Phone software

update ...................................................... 28

SSelection area ............................................. 15Setup .............................................................. 7Software

application scenario ................................. 6install .......................................................... 7user interface .......................................... 12

System requirements ................................. 7hardware .................................................... 7operating system ..................................... 7user rights ................................................. 7

TTitle bar ........................................................ 12Troubleshooting

comma separated .................................. 21semi-colon separated ............................ 21

UUSB connection ......................................... 38User interface ............................................. 12

menu bar ................................................. 12selection area .......................................... 15title bar ..................................................... 12toolbar ...................................................... 14workspace ............................................... 16

User rights ..................................................... 7User steps ..................................................... 5

VV.24 connection ......................................... 38

WWorkspace ............................................ 16, 18

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© Siemens AG 2005Siemens CommunicationsHofmannstr. 51 • D-81359 Munich, Germany

Order No.: A31003-A2056-M424-1-7619

Subject to availability. Right of modification reserved.07.10.05

www.siemens.com/hipath

The information contained in this document contains merely general descriptions or characteristics of performance which in case of actual use do not always apply as described or which may change as a result of further developments of the products. An obligation to provide the respective characteristics shall only exist if expressly agreed in the terms of contract.The trademarks used are the property of Siemens AG or the respective owner.

Documents

HiPath APM PhoneBookManager - wiki.unify.comwiki.unify.com/images/2/29/User_Guide_APM_Phonebook_Manager.pdf · The zip file also includes a file called liesmich.txt. This contains