Howto:ClickToDial: Difference between revisions

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==Applies To==
ClickToDial is not supported any more.  Please use myPBX instead.
This information applies to
 
* IP110
* IP200
* IP230
* IP240
* IP150
* IP222
* IP232
 
Built 60900 and later.
 
Click to Dial Version 1.05 works with phone release V8, V9 and V10.
 
Older versions would not run on any Phone firmware, please check the click2dial-setup after upgrade.
 
<!-- Keywords: click2dial Click-to-Dial Click to dial CTI ctd clicktodial -->
 
==More Information==
innovaphone ClickToDial is an application that enables calling a number marked on the screen of the PC using an IP-Phone.
ClickToDial is able to read numbers from almost any web-browser (Explorer, Firefox, Google Chrome tested), Word, Notepad, Outlook (Exchange), PowerPoint, Acrobat and many other applications.
 
Please note that innovaphone ClickToDial is freeware, innovaphone will not respond to claims or any damages and will not guarantee any support. Using this application is at your own risk.
The innovaphone ClickToDial is a first party application interfacing the phone and not the PBX. Therefore an innovaphone IP-Phone is required.
 
Click2Dial works with Windows OS only.
 
 
As this application is addressed to the end-user you can also find a small user manual here, in German [[Media:UserManual_ClickToDial_de.pdf]] and in Italian [[Media:UserManual_ClickToDial_it.pdf]]
 
===Problem Details===
ClickToDial looks for a number in the clipboard of your PC, corrects it and sends the number to your innovaphone IP-Phone. To launch the call just mark the number on the screen and click CTRL+C+C. The first CTRL+C copies the marked text to the clipboard and the second “C” starts the application and data transmission.
Copying text to the clipboard using CTRL+C is a system feature of windows and works from nearly all applications. Please note though that ClickToDial will not work with Excel.
It is not necessary to mark the beginning or the number exactly, the software analyses up to 200 characters of the marked text starting from the first marked letter:
 
[[Image:CtD_Nummer.PNG]]
 
In this example ClickToDial will find and correct the number. Particular characters in numbers like space, slash and similar are skipped.
The software also respects the international syntax for phone numbers, for example
+49(7031)73009-0 will be translated into 00497031730090.
If you are located in Germany the country code will be canceled and the detected number will be 07031730090, and if you are located in Sindelfingen (area code = 07031) it will be 730090.
ClickToDial will also add a trunk access number. So following the example the real dialed number will be 0730090.
If ClickToDial does not detect any number nothing will happen and the IP-Phone will not go into hands free mode (and just dials the trunk access code).
All dialed numbers are threaded from the phone like manually dialed numbers and so for example you will find the dialed number in your phone memory.
Of course you must set parameters in the setup as explained in the installation section.
===Using ClickToDial===
To start ClickToDial just double click the application, no installation is necessary. If you want the software to start automatically with the PC just copy ClickToDial in the autostart directory of your PC. So each time the PC boots ClickToDial is on and available, too. Please note that this application is very small and only requires a low kByte of memory.
 
Once the application is launched this is shown in the task bar and you will see an icon indicating that the software is running (small fish in the “click” icon). 
If you point the mouse on the icon you will see the name of the application:
 
[[Image:CtD_Icon.PNG]]
 
Now just select (mark) the text on your PC-screen with the telephone number and press CTRL+C and C again (hold the CTRL key down until you have pressed the “C” button twice).  Your IP-Phone will switch to hands free mode and dial out. For a few seconds the dialed number also appears in the upper left corner or in the taskbar. The rest of the operations like release or re-dial is done using the phone keypad (which is much better than any software solution).
 
Note: In some countries the CTRL key has got a different name(for example in Germany):
 
[[Image:CtD_Tastatur.PNG]]
 
This is the CTRL-Key.
 
 
 
If you point to the ClickToDial icon and click the right mouse button a small menu appears:
 
[[Image:CtD_Menu.PNG]]
 
“Exit” will end (stop) the application
 
“Info” will show you the release number
 
“Setup” allows the setting of parameters.
 
„Drop Call“ drops the call done by ClickToDial. This function is useful for example if a call has been started erroneously with ClickToDial but you are not near the IP-Phone to cancel the call using the phone keypad.
 
===Installation/Configuration===
For the setup just select the menu item “Setup” as described before.
A screen similar to this one will appear:
 
[[Image:CtD_Setup.PNG]]
 
Please note that on the input fields you will see tooltips if the mouse is pointed on them, this small online help will give you some more information about the meaning of the fields.
 
Enter the address of your IP-Phone.
The prefix for the external line is the number you have to dial to get an external trunk line (typically 0).
The prefix for international calls is more or less equal all over the world, just type in “00” like in the example.
Please note to insert your country code without the 00 prefix, so 49 for Germany and not 0049 (in the example you see 39 for Italy).
If a uniformed national dialing plan works in your country, area and town code are not necessary. In Italy, for example, there is such a uniformed dialing plan and therefore those fields have to be empty like in the example.
 
But in Germany for example these fields have to be filled out, here the example for Sindelfingen:
 
[[Image:CtD_Setup02.PNG]]
 
This way the software understands that 0049(7099)xxx has to be converted in 07099xxx and a number like 07031xxx has to be converted in just xxxx.
 
Once you have done this simple setup press the save and exit button and end the setup. The changed configuration is available on runtime and so the new parameters are effective immediately. This allows you to change the IP address of your phone swiftly, if, for example, you change your location.
 
In version 8 phones a new mode of communication between PC and phone set was introduced and in the version 9 phones the old one was abandoned. Therefore Click To Dial works with the new software version on the sets just if the flag “V9 Phone” is marked.
 
[[Image:KDD01.png]]
 
 
This setup information is stored in the registry user area of your PC. That means that for different users on the same PC individual profiles are possible.
During start up click to dial checks if a session of click to dial is jet running on the PC and if yes just a warning message display is shown and the software will not start twice.
This is normal usefully, but if click to dial is used for example on a central Citrix server it is necessary start click to dial as many times as users want it. The flag “Citrix” just will switch off the check if jet started.
 
From version 1.05 on firmware of the phone must be selected (V8,V9 or V10).
 
 
===Login and Security===
The first time ClickToDial sends information to you, phone user and password is required. An input mask will appear automatically. After this first authentication no more user/passwords are required until ClickToDial and the phone are running (the session is on).
 
 
===Note===
If you don't want to login each time the phone is started you can change the ip in the setup to: username:password@ip of the phone like you can see in the example below:
 
[[Image:Clicktodialnologin2.png]]
 
 
 
 
===System Requirements===
ClickToDial is designed for
 
* IP110
* IP200
* IP230
* IP240
* IP150
* IP222
* IP232
 
Built 60900 and later.
 
No 3rd party IP-Phones, DECT, Softphone or analogue terminal adapter are supported.
 
The software requires Microsoft OS XP (tested) or higher.
 
 
 
===Configurable short cut===
The “second” key can be defined in the setup. If nothing is indicated “C” is assumed and so for dialing the procedure is as described CTRL+C+C.
 
If for example “Q” is indicated in the configuration the sequence for dialing out is CTRL+C+Q. The first CTRL+C will copy the marked text to the clipboard, the second character triggers the dialing out function.
 
===Dialing form the clipboard===
 
If a short cut is defined it is also possible to dial out from the clipboard without doing the CTRL+C copy function first. This is done simply by pressing the configured short cut twice, so in our example CTRL+Q+Q will trigger the event; the clipboard is searched and if a number is found it will be dialed.
 
This functionality makes it possible to copy a text to the clipboard with the mouse and then to dial out. And so click-to-dial can also be used in Excel to dial, just select the cell, press the right mouse button and select “copy”. Then press CTRL+Q+Q.
 
Please note that between the two “Q” at least 200ms should pass, so try not to be too fast.
 
===Mask the national number===
 
Some carriers don’t like a number with the national prefix if you are in your country. In this version if a number includes your national prefix it will not dial out.
 
===Handle internal numbers===
 
You can define the length of internal numbers, if a number is shorter than the indicated value no external prefix will be added. Also internal numbers can be dialed using the click-to-dial function.
 
 
===Known Problems===
In Excel it is not possible to copy to clipboard with ctrl+C. Therefore you have to copy first the number to the clipboard and then dial out from there. That is possible only if a short cut is defined.
 
Please note that numbers embedded in graphic information like fax scans, pictures or similar will fail (no OCR).
 
The user has to know the IP-address and a valid user/password to access the phone. The password level has to be Administrator (no Viewer).
 
 
== Download ==
 
Download Click to Dial:
 
[[Media:ClicktoDial.zip]]
 
<!-- == Related Articles == -->
 
[[Category:Howto|{{PAGENAME}}]]

Latest revision as of 13:32, 24 March 2015

ClickToDial is not supported any more. Please use myPBX instead.

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