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OUTBOUND DIALER PRO QUICK INSTALLATION GUIDE
Agenda
Chapter 1 - Installing and Licensing Outbound Dialer Pro
Chapter 2 - Configuring Outbound Dialer Pro
Chapter 3 - Configuring PBX
INSTALLING AND LICENSING
OUTBOUND DIALER PRO
Chapter 1
Installation
System Requirements
Panasonic KX-TDE/ NCP/ NS
Operating System – Windows Server 2008, Windows Server 2012
CPU – Intel® Core™ 2 Quad at 2.83 GHz
RAM – 3 GB
HDD – 100 GB free disk space
Server Installation
Copy the OutboundDialer.exe on the Server Host PC where it will be
installed.
By running the OutboundDialer.exe file you will also install the Poltys SIP
IVR application and MS SQL Server 2012 Express. All you have to do is to
follow the installation wizard.
Licensing
Licensing Outbound Dialer Pro
Go to Start | All Programs | Poltys | Poltys IVR menu and choose the Licensing option. The
License window displays.
Click on Copy button in order to copy the Authentication Key into the clipboard.
Licensing
Licensing Outbound Dialer Pro (cont’d)
With the purchase of the product from Poltys, an Activation Code is provided to the
Dealer who can use it to activate the license himself or pass it to the end user if the
end-user does the licensing
Go to the Poltys Licensing Portal and validate the license
From any browser go to https://licensing.poltys.com and enter the Activation Code
Enter the Activation Code
Enter Activation Code
Licensing
Licensing Outbound Dialer Pro (cont’d)
Enter the Server Authentication Key copied from the Licensing configuration
window
Click on the Get License Button
Licensing
Licensing Outbound Dialer Pro (cont’d)
License key is issued
Copy the license key
Licensing
Licensing Outbound Dialer Pro (cont’d)
Enter the license received in the Enter New License Key field
Click on the Validate button to validate the license
Popup Client Installation
Copy the OutboundDialerPopup.exe on each Agent host PC where it will be
installed.
By running the OutboundDialerPopup.exe file you will also install the
Poltys CCAgent application. All you have to do is to follow the installation
wizard.
CONFIGURING OUTBOUND
DIALER PRO
Chapter 2
Finding Out Local IP Address
Find out the network IP address of local host computer and write it down for further
reference.
1. Right click on the network icon in the Windows icon tray and select “Open Network and
Sharing Center”
2. Select “Local Area Connection”
3. Click on “Details” button
4. Write down the local IP Address for further reference
Configuring Outbound Dialer Pro
Go to Start | All Programs | Poltys |
Poltys DB Editor menu and select the DB
Editor option.
From the server desktop start the Outbound Dialer Pro Config application.
Configure Parameters
• PBX IP – The IP Address of the Panasonic IP-PBX
• PBX SIP Port - The SIP port of the Panasonic IP-PBX
• Local IP - The local IP Address of the server
• Gateway – The IP Address of the gateway in the network
• SIP First Extension – The first SIP extension number in the compact group used in the PBX for
outbound calling. The SIP extension shall match the extension group configured in the IP-PBX. Refer
to Configuring Panasonic IP-PBX section for more details.
• SIP Extensions Count - the number of SIP extensions used in the PBX for outbound calling. The
SIP extension count shall match the extension group configured in the IP-PBX. Refer to Configuring
Panasonic IP-PBX section for more details.
• PBX Type (NS1000/TE/NCP) – The Panasonic PBX type.
• Retry Count – The maximum number of retries to connect to an outbound destination.
• Retry Time (minutes) - The time after which an outbound destination is redialed because it didn’t
answer or busy.
• Trunk Selection Prefix - The outbound prefix which is dialed to seize a PBX outside trunk. The
prefix shall match the one configured in the IP-PBX. Refer to Configuring Panasonic IP-PBX section
for more details.
• Transfer Destination Digit – The touchtone key the called person shall press to be transferred to
ACD Agents Group.
• Threshold Queue – The destination person phone number is automatically dialed if the current
number of calls in the destination ACD group queue is less or equal than the threshold value, and the
destination was not called, busy, or not answered.
Fill in the following parameters in Configuration tab.
Click on Apply button for changes to take effect.
Add Outbound Call Items Manually
You can add manually outbound call destinations.
Click on “Add” button.
Configure Calling List
• Phone Number - The phone number of the person to be called
• Name - The name of the person to be called
• Message – The greeting message to be played to the person to be called. The message shall be
provided between double quotes.
• Call State – Set to NOT_CALLED for any new item
• Transfer Destination – the ACD group number the destination person is transferred to
• Language - The language used Text-to-Speech engine for greeting the person to be called. The
following languages are supported:
• Schedule Date – The schedule date to call the destination person (optional)
• Remind Hours – The number of hours before the Schedule Date to call the destination person
(optional)
• Start Time – The start time of the day after which the destination person is tried to be called
(optional)
• Stop Time - The stop time of the day after which the destination person is not tried to be called
anymore (optional)
• Notes 1 – Optional informational field
• Notes 2 – Optional informational field
• Notes 3 – Optional informational field
Fill in the following parameters in the Calling List tab for each new item.
Click on Apply button for changes to take effect.
Importing Calling List
1. Click on “Import” button.
You must previously prepare a CSV file that contains the phone numbers to be
called by Outbound Dialer.
4. Click on “Open” button.
2. Select “CSV files” option.
3. Select CSV file.
CSV file format. The fields must match the ones previously described in Add
Outbound Call Items Manually section.
Calling List File Format
Languages available for
Text-to-Speech engine • English (United States)
• German (Germany)
• French (France)
• Italian (Italy)
• Spanish (Spain)
Imported Calling List
The Calling list is filled in with the information stored in the CSV file.
CONFIGURING PBX
Chapter 3
Configuring Panasonic IP-PBX
Outbound Dialer Pro appliance connects to Panasonic PBX via a compact range of Third party SIP Extensions.
Configure the SIP extensions range to be used with Outbound Dialer Pro using Panasonic Maintenance Console.
(1) Install the virtual card for Poltys appliance (Third Party SIP Extensions)
Select “V-SIPEXT32” card on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot ->
Virtual menu)
1. Select V-SIPEXT32
2. Specify the number of cards to be used.
Configuring Panasonic IP-PBX
(2) Select a Registration mode for Poltys appliance (Third Party SIP Extensions)
Select “Manual Mode” on Web-MC.
(Setup -> PBX Configuration -> 1.1 Slot -> Site Property -> Main Tab )
1. Select Manual
Configuring Panasonic IP-PBX
1. Configure a compact range of
SIP extensions.
(3) Configure the extension settings.
“Match the Extension Number and the Password” on Web-MC.
(Setup -> PBX Configuration -> 1.1 Slot -> Port Property of the corresponding V-
SIPEXT32 card )
2. Click on “Apply” button for changes
to take effect.
The Password should
be 1234
Configuring Panasonic IP-PBX
(4) Register the Poltys Appliance to the PBX.
Only connect the Poltys Appliance to the same network with the PBX.
1. Check that the IP address matches the Poltys Appliance one.
(5) Outgoing Calls settings
Allow the SIP extensions to make outbound calls.
Configuring Panasonic IP-PBX
1. Create Incoming Call Distribution
Group for Outbound Dialer
Pro.
2. Set the Distribution
Method to “Priority Hunting” or “UCD”.
3. Add member list.
Outbound Dialer Pro
does not work if the
Distribution Method is
set to “Ring”.
(6) Incoming Call Distribution Group Settings
To use “Outbound Dialer Pro”, group the SIP extensions (Poltys Appliance) into an ICD
Group.
(Setup -> PBX Configuration -> 3.5.1 Group Settings )
Then, set the FEN of the ICD group as the destination for Outbound Dialer Pro Calls.
THANK YOU!
