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HiPath Manager PCM

Version 2.0
Administrator Manual

pcm_shbIVZ.fm
For internal use only

Contents

Contents
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.1 Data Protection and Data Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2 About the HiPath Manager PCM Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2.1 Available Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2.2 Electronic Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2.3 Terminology Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2.4 Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.3 Overview of Mouse Key Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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2 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
2.1 HiPath Manager PCM System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
2.2 Installation Routine Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
2.3 Starting the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
2.3.1 Installing HiPath Manager PCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
2.3.1.1 Complete Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
2.3.1.2 Custom Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
2.3.1.3 Creating Backup Directories and Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
2.4 Installing Individual Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
2.5 Basic Configuration of HiPath Manager PCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
2.5.1 Importing Basic Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
2.5.2 Adding the Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
2.5.3 Special System Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.5.3.1 Inserting a Routing Prefix via CSTA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.5.3.2 Correct Mulap Configuration for Use via the PCM . . . . . . . . . . . . . . . . . . . . 2-10
2.6 Checking Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.6.1 Setting up the Internet Information Server (IIS)
for LDAP Telephone Directory Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.6.2 Checking or Manually Configuring DCOM Component Properties . . . . . . . . . . . 2-14
2.6.3 Checking Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
2.7 Updating HiPath Manager PCM Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
2.8 Windows Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19

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3 HiPath Manager PCM Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1


3.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.1.1 Functional Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.1.2 Prerequisites for Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
3.1.3 Dependencies/Limitations Vis--Vis Other TAPI Applications . . . . . . . . . . . . . . . . 3-2
3.2 Starting, Logging in, Closing HiPath Manager PCM Administration . . . . . . . . . . . . . . . 3-3
3.2.1 Starting HiPath Manager PCM Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.2.2 Logging on to HiPath Manager PCM Administration . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.2.3 Closing HiPath Manager PCM Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.3 Error and Event Reporting Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
3.4 User Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
3.4.1 Creating a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
3.4.2 Editing the User Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
3.4.3 Administering Access Privileges for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
3.4.4 Deleting a User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
3.4.5 Exporting a User List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
3.5 Administering General Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
3.5.1 Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
3.5.1.1 Importing the Configured Node Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
3.5.1.2 Editing Node Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
3.5.1.3 Exporting a Node List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
3.5.2 Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
3.5.2.1 General Properties of Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
3.5.2.2 Importing Configured Extension Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
3.5.2.3 Editing Extension Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16
3.5.2.4 Exporting an Extension List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
3.6 PCM Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
3.6.1 Properties of PCM Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
3.6.1.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
3.6.1.2 Telephone directory/LDAP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
3.6.1.3 Discriminating call number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
3.6.1.4 Web links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
3.6.2 User Administration for PCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25
3.6.2.1 Editing a User for PCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25
3.6.2.2 PCM User Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-27
3.6.2.3 Exporting a PCM User List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-28
3.6.3 Destination Number Identification for External Calls . . . . . . . . . . . . . . . . . . . . . . 3-29
3.6.3.1 Creating a New Extension Number Entry for External Calls . . . . . . . . . . . . . 3-29
3.6.3.2 Deleting an Extension Number Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30
3.7 Application-Specific Configuration Changes and System Settings . . . . . . . . . . . . . . . 3-30
3.7.1 HiPath Assistant - Routing Prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30
3.7.2 HiPath Assistant - Automatic Call Acceptance CSTA . . . . . . . . . . . . . . . . . . . . . 3-31
3.7.3 HiPath Assistant - Mulap Group Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . 3-31
3.7.4 Internet Information Server - Internet Services Manager . . . . . . . . . . . . . . . . . . . 3-31

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4 HiPath Manager PCM Trace Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


4.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2 Starting and Ending the Trace Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3 Trace Monitor Screen Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4 Print Setup for the Trace Monitor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.5 General Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.5.1 Opening/Closing a Trace Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.5.2 Printing the Contents of a Trace Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.5.3 Deleting the Trace Window Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.5.4 Freezing the Trace Window Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.5.5 Arranging the Trace Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.6 Exporting Trace Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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5 Saving and Restoring Data for HiPath Manager PCM . . . . . . . . . . . . . . . . . . . . . . . . 5-1


6 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z-1

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INTRO.fm
Introduction
Data Protection and Data Security

Introduction

The HiPath Manager PCM (Personal Call Manager) is a browser-based application for configuring and administering call forwarding features. Personal settings can be accessed either with
the help of a local network PC system or by remote access via the intranet/Internet.
The PCM call handling functionality should not be confused with conventional call forwarding
or conventional call destination lists. PCM features a user-specific, standalone forwarding function based on its very own connection strategy. PCM is used to improve and speed up personal
availability during office hours, working hours and periods of absence.
Administrative PCM parameters and PCM users are configured by means of the HiPath Manager PCM Administration program (see Section , "HiPath Manager PCM Administration").

>
1.1

HiPath Manager PCM Web is optimized for use in conjunction with Internet Explorer
(V4.01 SP2 or higher). Deviations in terms of display and functionality may occur in
other script-based browsers on account of browser-specific behavior. We therefore
only recommend the use of Internet Explorer.

Data Protection and Data Security

Handling personal data


This system processes and uses personal data, amongst other things, e.g. in displays and
when entering customer data.
In Germany, the processing and use of such personal data are subject to various regulations
of the Federal Data Protection Law (Bundesdatenschutzgesetz = BDSG). For other countries,
please follow the appropriate national laws.
The aim of data protection is to ensure that the rights of individuals are not infringed upon
through the use of their personal data. By protecting data against misuse during all stages of
processing, privacy legislation also protects the material interests of the individual and of third
parties.

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INTRO.fm

Introduction
Data Protection and Data Security

For internal use only

Guidelines for Siemens employees


Employees of Siemens AG are required to observe business and data secrecy laid down in the
statement of conditions of employment.
In order to ensure that the statutory requirements during service (whether on-site or remote)
are consistently met, you should always observe the following rules. This safeguards the interests of the customer and offers added personal protection.
Guidelines for handling personal data
You can contribute to ensuring data protection and data security by appreciating the
problem and acting in a responsible manner:

Ensure that only authorized persons have access to customer data.

Take full advantage of password allocation options; do not inform unauthorized persons of
passwords, e.g. by means of a written note.

Ensure that no unauthorized person is able to process (store, modify, transmit, disable, delete) or use customer data in any way.

Do not allow unauthorized persons to gain access to data media, e.g. on backup disks or
protocol printouts. This applies both to service calls and to storage and transport.

Ensure that data media which are no longer needed are completely destroyed. Ensure that
none of the papers are left behind for general access.

Cooperate with your contacts in the customers company: this creates mutual trust
and reduces your workload.

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INTRO.fm
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1.2

Introduction
About the HiPath Manager PCM Documentation

About the HiPath Manager PCM Documentation

This section contains information on the technical documentation available for HiPath Manager
PCM.

1.2.1

Available Documents

Administrator Manual
This manual is addressed to the HiPath Manager PCM service engineer or administrator. It describes the installation of HiPath Manager PCM and provides information on the necessary
steps for configuring and administering HiPath Manager PCM.
HiPath Manager PCM Operating Manual
The HiPath Manager PCM has its own operating manual, which is specially designed for the
end user and explains everything in easy-to-follow steps.

1.2.2

Electronic Documentation

The above-mentioned manuals are available in electronic form as PDF documents on the CD
supplied with the product.

1.2.3

Terminology Conventions

To make for easier reading, the present documentation uses the abbreviated form "PCM" in
place of the full product name "HiPath Manager PCM".
The name of the PCM interface is "myPersonalWebManager".

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INTRO.fm

Introduction
Overview of Mouse Key Functions

1.2.4

For internal use only

Document Conventions

The following conventions were adopted in these operating instructions to provide a clearer distinction between the different types of information.
1.

The individual steps for operating instructions are numbered.

Items in lists are marked by a bullet.

Names of operating elements, such as keys and mask titles are printed in bold, e.g. Login Options.

>

This symbol is used to indicate information to which you should pay particular attention or that simplifies program operation.

This symbol indicates high-priority information. This information must be observed


to avoid damaging the system or losing data.

1.3

Overview of Mouse Key Functions

Terms

Explanation

Click

Press the left or right mouse button briefly

Double-click

Briefly press the left mouse button twice in quick succession

Drag

Click on an object or area and hold the left mouse button down

Drag&Drop

Click on an object or area, hold the left mouse button down, and move the
object to the required area. Then release the mouse button.

>

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The TAB . and RETURN = keys can be used to enter data.

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Install.fm
Installation
HiPath Manager PCM System Requirements

For internal use only

Installation

2.1

HiPath Manager PCM System Requirements

Hardware Structure
The HiPath Manager PCM server PC runs on a Windows 2000 Server operating system. The
minimum hardware requirements are detailed below:
Components

Description

PC

Intel Pentium III, 700 MHz and 256 MB RAM, PS/2 mouse and keyboard

Hard disk

10-GB hard disk with high data throughput

Drives

3.5 inch, 1.44 MB; CD-ROM drive

Cards

LAN adapter 10/100-Mbit LAN interface with QoS

Ports

Two free serial ports

Monitor

17-inch SVGA color monitor

Operating system

Windows 2000 Server licence with SP2; Internet Information Server

Browser

Microsoft Internet Explorer version 4.01 SP2 or higher

Backup medium

Medium and software (e.g. streamer or ZIP drive)

To install the HiPath Manager PCM server software (MSDE, database, TSP, etc.), you will require approx. 100 MB on your local PC. The processor performance required by the HiPath
Manager PCM server application depends partly on the number of times this application is accessed. Also, the network topology can be another important factor in determining the system
load.

When configuring the HiPath Manager PCM server PC in the customer LAN, therefore, care should be taken that the components are really suitable for use in that context.

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Install.fm

Installation
Installation Routine Overview

2.2

For internal use only

Installation Routine Overview

Please refer to the following description to familiarize yourself with the general installation routine before beginning the actual installation.
The installation program permits both the basic installation of the HiPath Manager PCM, including its system administration component, and also the later installation of individual components. The table below lists the components installed.
The HiPath Manager PCM can be installed in Custom or Complete mode. Custom mode allows components to be excluded from setup.

To perform a Complete setup, please refer to Section 2.3.1.1.

To perform a Custom setup, please refer to Section 2.3.1.2.

Information on how to perform an update can be found in Section 2.7.

The following software components are installed in a typical initial installation process:
Component

Server PC

TAPI Service Provider 170 V1.0

yes

Administration

yes

HiPath Manager PCM (basic package component), browser-based application yes


for setting up and administering personal call forwarding operations
Trace Monitor (basic package component), analysis tool

yes

MSDE SQL database server including service pack (basic package component) yes
Feature Server (HiPath 5000 Feature Server, (basic package component), data- yes
base server which controls HiPath 3000/5000 application access to the gateway.
HiPath 3000/5000 Manager C (Client Setup)

yes, optional

HiPath 3000/5000 Manager E/I (must then be separately installed by rerunning yes
the server setup as described in Installing Individual Components).
Update (brings all basic package components up-to-date). Depending on the
Update version installed, this application may uninstall the component completely and then re-install it.

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Installation
Installation Routine Overview

General installation sequence (server PC)


1.

Log on as administrator, insert the installation CD and start installation

2.

Install the feature provider (if not yet installed)

3.

Install the TSP (if not yet installed)

4.

Install the MSDE

5.

Install SP2 for the MSDE

6.

Install the database and database update if appropriate

7.

Install the PCM service, the HiPath Manager PCM and configure/register the components

8.

Configure the data backup directory and connect the database

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Install.fm

Installation
Starting the Installation

2.3
1.

For internal use only

Starting the Installation


Insert the installation CD.
The installation program is started via the autorun function. Alternatively you can initiate
Setup via Windows Explorer under
<CD-ROM drive letter>:\setup.exe.

2.

Select the language you require for the Setup browser. German and English versions are
currently available.
The Important Information entry contains the latest installation descriptions and notes.

3.

Click Install Server to install the HiPath Manager PCM.

2.3.1
1.

Installing HiPath Manager PCM

Click the entry Install server components for HiPath Manager V2.0. For more detailed
information on this topic, please refer to Section 2.3.1.1.
The Setup Wizard starts running.

2.

Click Next and confirm the license agreements in the subsequent dialog. Then click Next.

3.

Enter the name of the user and organization in the Customer Information mask. This information is transferred to the operating system after being defined in conjunction with the
customer.

4.

Now select the language you require for the HiPath Manager PCM - myPersonalWebManager.
The languages selected are for the HiPath Manager PCM client application; the administration user interface is available in German and English only.

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5.

Installation
Starting the Installation

Then click Next.


The Setup Type mask appears.

In the Setup Type mask, you can choose between a Complete (see Section 2.3.1.1) and
Custom setup (see Section 2.3.1.2).
2.3.1.1

Complete Setup

If the Complete option is selected, all available program features and components are installed
and default path information is adopted.
1.

Click Install.
System messages on the installation of Feature Server are displayed when the HiPath
Manager PCM is installed for the first time. Feature Server is a central service which provides access to the node-specific system data.

2.

Confirm these messages with OK.


The installation procedure starts. See also Section 2.3.1.2, "Custom Setup" for information
on the configuration and installation of additional components.

>

It takes approx. 15 minutes to install the database engine (MSDE) for the first
time.

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Starting the Installation

2.3.1.2

For internal use only

Custom Setup

By selecting Custom setup, you can choose which Feature Server components or features are
to be installed.

Press the masks Help button for explanatory information on the various setup options.
The Space function provides an overview of the drives available on the server PC and their
capacity. Drives which do not have enough disk space are highlighted.
Via Change... you can enter an installation path that differs from the default.
1.

Select the relevant components and features (see Section 2.3.1.1).

2.

Click Next followed by Install.


This activates the installation process with the settings you made. The HiPath TAPI 170
Service Provider is installed at a later stage of setup.

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Installing Individual Components

Installing the TAPI Service Provider


Next, the HiPath TAPI 170 Service Provider is installed.
1.

Confirm the subsequent message which prompts you to activate the ACD functionality with
Yes.
To configure it, open Telephone and Modem Options on the
Control Panel (after basic server configuration).
For further information, please refer to the Online Help for the TAPI 170
Service Provider.

2.3.1.3

Creating Backup Directories and Jobs

A backup directory must now be created for automatic data backup. The services for PCM are
then started.

>

The SQLServer Agent must be active for performing backup jobs. The start type
must be set to automatic for the service. This is automatically configured during the
setup operation.

1.

Adopt the default settings where applicable. This directory is created on initial installation.

2.

Backup jobs are saved on the SQL server after confirmation with OK.
Press Browse... to select a different backup directory from the default directory.
The installation procedure for HiPath Manager PCM is complete.
You will now be requested to restart the PC. To avoid having to restart the PC again, first
perform the steps described below.

2.4

Installing Individual Components

HiPath TAPI 170, the HiPath 5000 server and HiPath 3000 Manager E (incl. deployment tool)
and HiPath 3000 Manager I administration tools can be individually installed.
1.

Display Setup and click Install Server.

2.

Click the entry Installation of Individual Components.

3.

Choose the relevant component.


Now restart the server.

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Basic Configuration of HiPath Manager PCM

2.5

For internal use only

Basic Configuration of HiPath Manager PCM

Now prepare the HiPath 3000 node for operation at HiPath Manager PCM as described in the
service manual.

2.5.1
1.

Importing Basic Server Configuration

Activate HiPath 3000 Manager E.

>

The menu item File - New - HiPath 5000 Server is only used to create a CDB
memory generated offline.

2.

Activate HiPath 5000 Server via the File - HiPath 5000 - Transfer menu or via the appropriate button in the toolbar.

3.

Specify the server you have just installed via the Find button and load the basic configuration by clicking the Server -> Manager button.

4.

Click OK.

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2.5.2

Installation
Basic Configuration of HiPath Manager PCM

Adding the Node

1.

To add the node, activate HiPath 3000 in the File - HiPath 5000 - New menu. The following
window is displayed:

2.

Select load from system and load the CDB by entering the IP address from the HiPath
3000.
Then click Add Node in the next window.

3.

Finally, rewrite the HiPath 3000 Manager E data to the server and reset the HG1500 cards.

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2.5.3

Special System Configurations

2.5.3.1

Inserting a Routing Prefix via CSTA

For internal use only

You must enable the option Insert routing prefix via CSTA in HiPath 3000 Manager E, under
System Parameters.../Plus Product Flags. Only by enabling this option can it be guaranteed
that incoming external calls will be recorded in a format that permits correct dialing by the callback function of the WEB application.
2.5.3.2

Correct Mulap Configuration for Use via the PCM

Before a Mulap group (BasicMulap) in the PCM can be used as a PCM-supervised terminal or
as a forwarding destination, this (these) Mulap group(s) must be set up as follows:

One virtual station must be set up for each Mulap group and assigned to the Mulap group.

The virtual station is only given the member parameter "acoustic signal"; all other stations
are configured as "Master" with "acoustic signal". All the other parameters of the "actually"
existing members are optional.

The virtual station does not need to be included in the TAPI line configuration, but all Mulap
call numbers and all individual station numbers must be included.

The PCM user should be assigned not just any station in the group, but the Mulap call number itself.

When calls are forwarded to Mulaps, the Mulap call number should be entered in the PCM
accordingly as the forwarding destination.

2.6

Checking Installation

2.6.1

Setting up the Internet Information Server (IIS) for LDAP


Telephone Directory Access

Where an LDAP server for directory enquiries is provided in a network (domain), Windows NT/
Windows 2000 security mechanisms will normally have been set up for controlling access. As
a rule, registered and logged-on system users have the right of access to this server.
This is not the case when access is via a Web application running on the Web Server instead
of the client PC environment (browser). In this case the IUSR_[server name], which is automatically set up locally on the Web Server, identifies every user and every access as a standard
user with standard rights. However, this user is not known to the network (domain) or the LDAP
server. Queries to the LDAP server are therefore rejected on the grounds of insufficient rights.
There are two ways of achieving this anonymous access:

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1.

by giving the local IUSR_[Server name] user the right to address the LDAP server in the
domain or

2.

by reassessing the anonymous accesses to the Web and thus to the LDAP server as being
from a user registered in the network (domain) (or from a domain user created specially for
this purpose). This can be achieved by making the following settings on the HiPath Manager PCM server PC on which the Web Server "Internet Information Server" is running:

Select Start - Programs - Administrative Tools to activate the Internet Services


Manager.

Under Internet Information Services, double-click the computer name and then the Default Web Site entry.

In the context menu (right mouse button) of the ManagerPCM2 entry, click on Properties and select the Directory Security tab in the subsequent mask, Properties of
ManagerPCM2.

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Click Edit in the Anonymous Access and Authentication Control area. The Authentication Methods dialog box is displayed.

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Activate the Allow Anonymous Access checkbox and click Edit to enter the anonymous user.

In the Anonymous User Account dialog box, enter the name and password of other
(domain) users and deactivate the option Allow Password Control by IIS.

After confirming this with OK, you will be prompted to enter the password again.

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Checking Installation

2.6.2

For internal use only

Checking or Manually Configuring DCOM Component Properties

The configuration steps described below are performed automatically during the installation
process and are only described here for checking purposes.
1.

To open the DCOM configuration properties, click Start, Run, enter dcomcnfg as the input
parameter and then click OK.
The Distributed COM Configuration Properties mask appears.

2.

Check the default under Default Access Permissions / Edit Default... in the Default Security tab to see whether the user Everyone is configured with Allow Access privileges.

3.

Check the default under Default Launch Permissions/Edit Default... to see whether the
user Everyone is configured with Allow Launch privileges.

4.

Check the following settings in the Default Properties tab (see mask below):

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5.

Installation
Checking Installation

Applications tab: select the PCM2 application and activate Properties...: Adopt the settings shown in the following masks for Location, Security and Identity.

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Location tab

Security tab

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Identity tab

This is where the HiPathAdmin user automatically created on setup must be selected.
6.

Confirm your entries with OK.

7.

The computer must be rebooted after changing the DCOM settings.

2.6.3
1.

Checking Services

Select Start, Settings, Control Panel, Administrative Tools to open the Services management console.

The following services must be started:


Service

PCM2 - Personal Call Management 2.0

MSSQL Server

SQL Server Agent

HiPath DB Server

Telephony (TAPI)

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Updating HiPath Manager PCM Components

2.7

For internal use only

Updating HiPath Manager PCM Components

In general, all components are brought up to date in the course of an update. Depending on the
version installed, an update may uninstall the component completely and then re-install it. Separate updates are available for server and client applications.
Please read the latest information in the readme.doc file on the installation CD before updating
the software components installed.

>

All active applications must be closed down before an update. Use the Services
Control Manager to exit the Telephony and HiPath Database Server services.

For security reasons, you should make a backup of the TAPI Service Provider configuration (configuration and lines) and the CDB for the connected system.

1.

Insert the installation CD if necessary.


The installation program is started via the autorun function. Alternatively, you can start the
setup from Windows Explorer by selecting
CD-ROM drive letter\setup.exe.

2.

Select the language you require for the setup browser.

3.

Click Install Server; then click Server Update.

4.

Follow the on-screen user prompts.


Restart the PC once the update procedure is complete.

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Windows Settings

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2.8

Windows Settings

This chapter describes how you can optimize the Windows 2000 Server operating system for
the operation of HiPath Manager PCM.
Component

Description

Optimizing the physical


memory

Windows 2000 Server is normally optimized to maximum


throughput as a file server. For a HiPath 5000 server, however,
significantly less memory is needed for the system-wide disk
cache.
To optimize the memory go to Settings Network and Dial-up
Connections Local Area Network Properties File and
Printer Sharing for Microsoft Networks Properties and select the option Balance.

Optimizing the virtual


memory

To do this, go to Settings Control Panel System Advanced


Performance Options Virtual memory Change and set
the Total paging file size for all drives to 512 MB.
The same values should be entered for the virtual memorys upper and lower thresholds so that the paging file does not have to
be extended during operation.

Optimizing availability

If Windows 2000 crashes (blue screen), it creates a file containing


debugging information from the paging file the next time the system starts. If the size of this file is the same size as the systems
physical memory, almost all of the virtual memory will be used for
generating this file during system startup.
This may cause certain services on the HiPath 5000 server to experience problems in starting up. To recover this problem, you
should go to Control Panel System Advanced Startup
and Recovery and select the option (none) under Write Debugging Information.
All other options are viable. The Auto restart option forces an automatic restart if Windows 2000 crashes, thus considerably increasing the servers availability.

SMTP service

The SMTP service in Windows 2000 should always be disabled


as HiPath 5000 provides its own SMTP link which may conflict
with the Windows 2000 service. To do this, go to Start Settings
Control Panel Add/Remove Programs Add/Remove
Windows Components Internet Information Service Details remove the SMTP service.

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Windows Settings

Component

For internal use only

Description

HiPath Manager PCM and Internet Information Server


The option "Cache ISAPI Applications" must not be disabled.
This option can be found under Start - Programs -Administrative
Tools - Internet Services Manager by navigating to Default Web
Site Properties Home Directory Configuration Application Mapping.
If the option were disabled, the Personal Call Manger would lose
its "memory" of the users currently logged on and the error message "You are not logged on..." is displayed permanently.
Application log

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Configure the following by right-clicking Properties in the Windows Event Viewer for system and application protocol: 'Overwrite events as needed' and set 'Maximum log size' to approx. 2
MB.

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HiPath Manager PCM Administration
Introduction

HiPath Manager PCM Administration

3.1

Introduction

HiPath Manager PCM Administration is a program for updating the administrative parameters
for the applications. These parameters are saved in the central database created for the application and, where applicable, read and evaluated by the PCM. HiPath Manager PCM Administration belongs to the HiPath Manager PCM program package.
The display of HiPath Manager PCM Administration conforms to the Windows 2000 management console. For information on the general functions and basic operation of the management
console, please refer to the Windows 2000 documentation or online help. This manual therefore
only provides a brief description of the general user interface.

3.1.1

Functional Overview

HiPath Manager PCM Administration manages parameters for the following functional areas:
User Administration

for HiPath Manager PCM Administration itself

for the HiPath Manager PCM

General Settings

for importing and administering node information (configured PBXs in the network)

for importing and administering extension information for the configured nodes

Personal Call Management

for administering the general parameters for PCM

for administering the parameters for PCM users

for administering the call number detection parameters for external calls

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Introduction

3.1.2

For internal use only

Prerequisites for Use

HiPath Manager PCM Administration must be installed on the server PC with an appropriate
database before it can be used. HiPath Manager PCM Administration is also started there for
parameter processing.

3.1.3

Dependencies/Limitations Vis--Vis Other TAPI Applications

If several TAPI applications are monitoring TAPI lines through the third-party TSP, there may be
conflict between two or more applications using a line (station) concurrently. For instance, if
PCM and the HPCO call center system are using the same line, one application could take the
call away from the other, thereby perhaps causing processing and statistic errors. For this reason, we strongly recommend separating the call number ranges or assigning only one TAPI application to the individual stations.
Limitations in certain constellations
The following constellations have the limitations described:

PCM users with an assigned station number (Mulap), an IP phone, Anates, optiClient 130s,
optiSet entry cannot activate or deactivate the PCM via a telephone key, because these
telephones do not have keys that can be monitored.

If changes are made to the PCM user-specific parameters through the HiPath Manager
PCM Administration program, these changes will be automatically taken over when PCM
call handling is started. It is not necessary to restart the user-specific call handling actions.
Services are not restarted, however, following changes to general PCM parameters, such
as properties of PCM, discriminating call numbers or identification of external calls. Please
remember to restart a service after making changes to it.

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Starting, Logging in, Closing HiPath Manager PCM Administration

3.2

Starting, Logging in, Closing HiPath Manager PCM


Administration

3.2.1

Starting HiPath Manager PCM Administration

A program group called HiPath Manager PCM in which the Administration is integrated is created during HiPath Manager PCM Server installation.
To start HiPath Manager PCM Administration select Start - Programs - HiPath Manager
PCM Administration.

3.2.2

Logging on to HiPath Manager PCM Administration

The login mask appears when the program is started.


1.

The User id field contains the ID of the last user to log in. You can enter another ID.

2.

In the Password field, enter the password associated with the ID. If the input is correct,
HiPath Manager PCM Administration is started. If the input is incorrect, e.g. wrong password or unknown user ID, an appropriate error message appears. This must be confirmed.
You are then returned to the login window.

Provided you have appropriate access privileges, you can now start parameter administration
(see also Section 3.4.3, "Administering Access Privileges for Users").

3.2.3

Closing HiPath Manager PCM Administration

HiPath Manager PCM Administration is ended by the standard Windows procedure, either by
clicking the system menu and selecting Close, by double-clicking the system menu or with the
key combination h + D .

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Error and Event Reporting Procedures

3.3

For internal use only

Error and Event Reporting Procedures

Important events, information or errors in the configuration of parameters in HiPath Manager


PCM Administration are logged automatically in the Event Viewer of the Windows 2000 Device
Manager.
This Event Viewer can be activated in two ways:
1.

Select Settings - Control Panel - Administrative Tools - Device Manager.

2.

Activate Event Viewer in HiPath Manager PCM Administration in the branch Event Viewer
(Local).

Device Manager appears in the layout of a Windows 2000 management console. The event administration for HiPath Manager PCM Administration events can be found in the branch System - Event Administration - Application.
HiPath Manager PCM Administration entries are archived with the source "ADMIN", the administrators user ID and a code (e.g. message, database, etc.).
The event administration log might contain the following entries:

Starting/ending administration

Import information

Starting/ending processing individual configuration elements

Information about deletions

Faults or problems that occurred

Interrupted actions, e.g. login cancellation

The log can, for example, be displayed in various views, exported to a file or else deleted. Log
properties such as maximum log size, action to be taken when this size is reached, or filter settings, can be configured.

>

3-4

This manual does not explain how to operate the Windows 2000 management console or the specific operating and configuration options offered by Event Administration. This know-how is a prerequisite for users. For more information, please refer to
the Windows 2000 documentation or the online help.

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3.4

HiPath Manager PCM Administration


User Administration

User Administration

The user ID, password and additional user information (e.g. user names) are administered under User Administration for each user in HiPath Manager PCM Administration. Users can thus
be administered for the following applications:

Users for HiPath Manager PCM Administration itself

Users for the HiPath Manager PCM

To administer user information in HiPath Manager PCM Administration, the user must be
logged in with access privileges for at least HiPath Manager PCM Administration (application) and System Administrator (function).
When HiPath Manager PCM Administration is started, User Administration can be found in the
HiPath Manager PCM Administration - User Administration branch in Tree View:

3.4.1

Creating a New User

To create a new user, proceed as follows:


1.

Open the User Administration branch in Tree View.

2.

Mark the entry User.

3.

Open the context menu there or in the detail view and select New....
The New User mask appears:

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User Administration

4.

For internal use only

Enter the following data:


Field name

Meaning

User id

User id

Description

Description of the user, e.g. name or area of activity

Apostrophe

Form of address used for the user. This information is not used or
displayed in HiPath Manager PCM Administration; this field can
remain blank.

Password

Users password. The password uses hidden numbering and


must contain at least 3 characters.

Confirm new password For repeated password entry. The new user is only created if the
entry in Password corresponds to this entry. The password is not
case-sensitive. The entry in this field also uses hidden numbering.
5.

Confirm your input by clicking OK.

6.

If the entries under Password and Confirm new password match, your information is
saved, the mask is closed and the new user is displayed in detail view.

>

3-6

A field length (number of characters) of 8 is always shown in the Password and


Confirm new password fields once the user data is saved, even if the password saved contains a different number of characters. When entering data in
these fields, the real input length is displayed.

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3.4.2

HiPath Manager PCM Administration


User Administration

Editing the User Entry

Apart from the user ID, all values defined automatically when the new user was created can be
edited. To modify a users ID, delete the user with the old ID and create a new user with the new
ID.
To edit a user, proceed as follows:
1.

Open the User Administration branch in tree view and mark the entry Users.

2.

Open the context menu for the user to be edited in detail view and select Edit....

3.

The Edit User - <user ID> mask appears.

4.

Edit the values in the usual manner and confirm your inputs with OK.

5.

If the entries under Password and Confirm new password match, your information is
saved, the mask is closed and the user is displayed in detail view.

>

A field length (number of characters) of 8 is always shown in the Password and


Confirm new password fields, even if the password saved contains a different
number of characters. When entering data in these fields, the real input length
is displayed.

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User Administration

3.4.3

For internal use only

Administering Access Privileges for Users

When creating a new user, this user is configured in the system without activated access privileges. Privileges are assigned to the user in a separate step.
To administer access privileges for a user, proceed as follows:
1.

Open the User Administration branch in tree view and mark the entry Users.

2.

Open the context menu for the user whose access privileges you want to configure in detail
view and select Access Privileges....

3.

The Access Privileges - <user ID> mask appears.

4.

Activate or deactivate the relevant access privileges and confirm your inputs with OK. Your
inputs are saved and will activate the next time the user logs in.

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User Administration

For internal use only

The following access privileges can be set:


Application

Function

Meaning

HiPath Manager CCM-Administrator Not relevant for PCM.


PCM Administra- CM-Administrator The user can enter settings for PCM properties.
tion
SystemIn HiPath Manager PCM Administration, the user
Administrator
can administer users and make settings for general parameters.
The branches HiPath Manager PCM Administration - User Administration and HiPath Administration - General Settings are available to
this user in tree view after login.

Personal Call
Management

>
3.4.4

WACCAdministrator

Not relevant for PCM.

PCM user

The user can start HiPath Manager PCM.

The branch HiPath Manager PCM Administration - About HiPath AllServe


Administration can be viewed by any user of HiPath Manager PCM Administration, even if he does not possess any access privileges.

Deleting a User

To delete a user, proceed as follows:


1.

Open the User Administration branch in tree view and mark the entry Users.

2.

In detail view, open the context menu for the user to be deleted and select Delete.

3.

Confirm the security prompt. The user will be deleted when you press OK.

>

The SERVICE user is reserved for the service technician and cannot be deleted.

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User Administration

3.4.5

For internal use only

Exporting a User List

To export the user information displayed to a file, proceed as follows:


1.

Open the User Administration branch in tree view and mark the entry Users.

2.

Open the context menu, select Export List....

3.

Select the destination directory for the export file in the ensuing mask and give the export
file a name.

4.

After pressing Save, the column-based user information shown in detail view is exported
with the column headers to the specified file.

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3.5

HiPath Manager PCM Administration


Administering General Settings

Administering General Settings

The following information is administered and updated during the configuration of general settings in HiPath Manager PCM Administration:

Information about the nodes configured in the TCP/IP network (Hicom PBXs)

Importing the configured nodes

Editing the node data

Information about the extensions configured at the nodes

Importing the extensions configured on the nodes

Editing the extension data

To administer general settings in HiPath Manager PCM Administration, the user must be
logged on with access privileges for at least HiPath Manager PCM Administration (application) and System Administrator (function), see also Section 3.4.3, "Administering Access
Privileges for Users").
When HiPath Manager PCM Administration is started, the general settings are located in the
HiPath Manager PCM Administration - General Settings branch in tree view:

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Administering General Settings

3.5.1

For internal use only

Nodes

HiPath Manager PCM considers the Hicom PBXs configured in the TCP/IP network as nodes.
Nodes cannot be created or deleted in HiPath Manager PCM Administration. Node data is
transferred to the Feature Server by means of data import via the network, displayed in Administration and made available for further processing. Normally there is only one node available
in HiPath Manager PCM (Standalone).
3.5.1.1

Importing the Configured Node Data

To import the configured node data, proceed as follows:


1.

Open the HiPath Manager PCM Administration - General Settings branch in tree view.

2.

Mark the entry Nodes.

3.

Open the context menu and select All Tasks - Load Node Information.
The node data is imported. During an import operation, new node data is incorporated and
information on existing nodes is updated. Information available in Administration and not
on the node, such as a description of the node, is not overwritten during an import job.
If errors occur when importing node data, these are reported and logged in the Event Viewer under Device Manager in Windows 2000 (see Section 3.3, "Error and Event Reporting
Procedures").
The nodes available after the import are listed in detail view.

3.5.1.2

Editing Node Entries

Various parameters are still needed after importing the node data. You can update this data
when editing the node call information.
To edit node data, proceed as follows:
1.

Open the HiPath Manager PCM Administration - General Settings branch in tree view.

2.

Mark the entry Nodes.

3.

In detail view, open the context menu for the node to be edited and select Edit....

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The Edit Node - <node ID> mask appears

Enter the following data:


Field name

Meaning

Node id

Output field for the nodes ID which is read out of the nodes configured data and transferred to HiPath Manager PCM Administration. This ID is used to reference the node internally in Administration. Consequently, the repeated import of (updated) node
information is possible without overwriting existing node data. The
node ID cannot be changed.

Node name

Name of the node used in HiPath Manager PCM Administration for


the node.

Description

Description of the node; this can, for example, indicate the location
of the node.

IP address

IP address of the node in the TCP/IP network; this is read out of


the configured node data.

Currency symbol

Currency symbol of the node

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Field name

Meaning

Rate of exchange

Rate of exchange for the node currency (e.g. USD, GBP, etc.).
This field is not relevant to the HiPath Manager PCM in its standalone marketing variant.

Country code

Output field with the country code of the node in accordance with
the configured node data.

Area code

Output field with the area code of the node in accordance with the
configured node data.

System call number

Node system call number.


After updating the HiPath Manager PCM, this field must be updated (see also Canonical system call no.)

Canonical system call The system call number is determined from the entries in the fields
no.
Country code, Area code and System call number and is output
in canonical format. HiPath Manager PCM (Personal Call Manager) needs the system call number to be correctly displayed in canonical format so that it can compare it with the canonical system
call number stored in the telephone directory and thereby determine whether the station is to be called internally or externally
when dialing from the telephone directory (the station is always in
canonical format in LDAP).
Tax rate (%)
4.

Applicable tax rate for the node (e.g. VAT) in per cent.

After editing the data, press OK to save your inputs. The edited node data is displayed in
detail view.

3.5.1.3

Exporting a Node List

To export the node information displayed to a file, proceed as follows:


1.

Open the General Settings branch in tree view and mark the entry Nodes.

2.

Open the context menu, select Export List....

3.

Select the destination directory for the export file in the ensuing mask and give the export
file a name.

4.

After pressing Save, the column-based node information shown in detail view is exported
with the column headers to the specified file.

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3.5.2

HiPath Manager PCM Administration


Administering General Settings

Extensions

Information about configured node extensions is required in HiPath Manager PCM Administration for further processing. Extension data cannot be created or deleted in Administration, but
is imported into the HiPath Manager PCM database via the network and displayed and made
available for further processing in Administration.
3.5.2.1

>
3.5.2.2

General Properties of Extensions


The entries in the extensions properties dialog box are only relevant to the HiPath
Manager PCM in its sales variants for HiPath AllServe or HiPath 3000/5000, but not
for the standalone version.
No description is therefore included in the present HiPath Manager PCM documentation for the standalone variant.
Importing Configured Extension Data

To import extensions configured on the node, proceed as follows:


1.

Open the HiPath Manager PCM Administration - General Settings branch in tree view.

2.

Mark the entry Extensions.

3.

Open the context menu and select All Tasks - Load extension information.
The extension data is imported. During an import operation, new extension data is incorporated and information on existing extensions is updated. Information available in Administration and not on the node, such as a description of the extension, is not overwritten during an import job.
If errors occur when importing extension data, these are reported and logged in the Event
Viewer under Device Manager in Windows 2000 (see Section 3.3, "Error and Event Reporting Procedures").
The extensions available after the import are listed in detail view.

The default settings made in the Properties of extension mask for all new extensions created
by data import apply to immediate printout and destination number suppression (cf. Section
3.5.2.1). These settings can be adapted for each individual extension after the import operation
(cf. Section 3.5.2.3).

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3.5.2.3

For internal use only

Editing Extension Entries

Various parameters are still needed after importing the extension data. You can update this
data when editing the extension information.
To edit extension data, proceed as follows:
1.

Open the HiPath Manager PCM Administration - General Settings branch in tree view.

2.

Mark the entry Extensions.

3.

In detail view, open the context menu for the extension to be edited and select Edit....
The Edit Extension - <extension number> mask appears. Select the General tab in this
mask.

4.

5.

3-16

Enter the following data:


Field name

Meaning

Extension

Extension number

Description

Description of the extension, e.g. department or owner function

Name

Name of the extension owner as per the name entered at the node

Node

Node at which the extension is configured.

After editing the data, press OK to save your inputs. The edited extension data is displayed
in detail view.

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3.5.2.4

HiPath Manager PCM Administration


Administering General Settings

Exporting an Extension List

To export the extension information displayed to a file, proceed as follows:


1.

Open the General Settings branch in tree view and mark the entry Extensions.

2.

Open the context menu, select Export List....

3.

Select the destination directory for the export file in the ensuing mask and give the export
file a name.

4.

After pressing Save, the column-based extension information shown in detail view is exported with the column headers to the specified file.

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PCM Management

3.6

For internal use only

PCM Management

Overview
The following information is administered and updated during the configuration of parameters
for HiPath Manager PCM in HiPath Manager PCM Administration:

Supplementary parameters for users with access to HiPath Manager PCM:

External call destination number identification

HiPath Manager PCM Administration does not provide further information on functions and parameters for operating HiPath Manager PCM; these can be found in the user interface
myPersonalWebManager and in the associated PCM user manuals.
To administer the PCM parameters in HiPath Manager PCM Administration, the user must be
logged in with access privileges for at least HiPath Administration (application) and System
Administrator (function), see also Section 3.4.3, "Administering Access Privileges for Users").
When HiPath Manager PCM Administration is started, the PCM parameters are located in the
HiPath Manager PCM Administration - Personal Call Management (PCM) branch in tree
view:

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3.6.1

HiPath Manager PCM Administration


PCM Management

Properties of PCM Management

General settings for call forwarding in HiPath Manager Personal Call Management can be
made in the Properties of PCM mask in Administration. To do this, proceed as follows:
1.

Open the HiPath Manager PCM Administration - Personal Call Management (PCM)
branch in tree view.

2.

Open the context menu there and select the entry Properties...
You can edit parameters in the following tabs:

General
General settings for call and pause times and display texts

Telephone directory/LDAP
Settings for the LDAP telephone directory

Discriminating call number


Configuration of system-wide discriminating call numbers to which the forwarding of
calls can be prevented.

Web links
Central configuration of the homepages/URLs available in PCM for users.

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3.6.1.1

For internal use only

General

The parameters configured here are default parameters which will be adopted as a new PCM
users personal parameters. Users can edit their individual parameters in PCM.
1.

Select the tab General in the Properties of PCM mask.


The following mask appears:

2.

Enter the following data:


Field name

Meaning

Call time per call for- Call time in seconds at one call destination before the PCM forwarding (s)
wards the call to the next destination.
Time unit per pause
function P

3-20

Pause time in seconds before a call is forwarded to enable call acceptance or to modify the call management individually even
though call handling has been configured. PCM users can enter
the pause function in their configured forwarding destination lists,
if needed.

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Field name

Meaning

Forwarding monitoring canceled after

Here you can define the conditions under which call forwarding
monitoring should be canceled. You can choose from the following
options:

Call time expires at last destination

Forwarding to last destination

Call acceptance or hang up


The PCM can forward only one call at a time. Further calls will remain at the telephone until the ongoing forwarding monitoring activity is finished.

(Display text)
With activated PCM

Display text that should appear on the terminal while call handling
is activated.

If the option Continually display activation text is not enabled, this text will be displayed only for the duration of time
entered under Message display time (s) after call handling is
activated.

If the option Continually display activation text is enabled,


this text will be continually displayed while call handling remains active.

(Display text)
Display text that should appear on the terminal while call handling
If call handling is de- is activated.
activated

This text appears when call handling is deactivated and remains visible for the duration of deactivation.
Continually display
activation text

Enable this option if the display text on the terminal should be permanently displayed after activation.

Message display time Duration of the text display on the terminal (in seconds) when call
(s)
handing is activated.
3.

Switch to the required tab if you wish to edit more parameters. Click OK to save your inputs
and exit the dialog.

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3.6.1.2

For internal use only

Telephone directory/LDAP

The LDAP telephone directory set up here is adopted by default as the new PCM users personal parameters. However, users can also set up another telephone directory or select other
optional discriminating criteria, such as Organization, as part of their individual user settings in
PCM.
1.

Select the tab Telephone directory/LDAP in the Properties of PCM mask.


The following mask appears:

2.

3-22

Enter the following data under LDAP parameters:


Field name

Meaning

Server (name or IP)

Name or IP address of the LDAP server (telephone directory server)

base of search (optional)

You can specify a particular base where the search for entries
should start in the LDAP folder in the base of search field. The entries can be made in either of two formats:

<Level 3>=<Name>, <Level 2>=<Name>, <Level 1>=<Name>

or
<Level 1>=<Name>/<Level 2>=<Name>/<Level 3>=<Name>
If you do not specify a restrictive search base, the entire LDAP folder will be the search base.
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3.

Field name

Meaning

LDAP field descriptors

To ensure that LDAP entries are correctly mapped for users in


myPersonalWebManager, the LDAP folder field names that
should be displayed in myPersonalWebManager column information must be entered under LDAP field descriptors.

Switch to the required tab if you wish to edit more parameters. Click OK to save your inputs
and exit the dialog.

3.6.1.3

Discriminating call number

When setting their forwarding options, PCM users can specify that calls may also be forwarded
to a redirected or forwarded station. Users can deactivate forwarding to call numbers stored
system-wide, such as voicemail, collective call numbers, ACD groups, etc, because forwarding
to such call numbers is perhaps not desirable or may cause problems in the further course of
call forwarding. These system-wide call numbers are recorded here.
1.

In the Properties of PCM dialog box, select the Discriminating call number tab.
This opens the following dialog box with a list of the configured discriminating call numbers,
stating the call number and description:

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2.

Click Add to record another discriminating call number. In the next mask, enter the Call
number and the respective Description and confirm with OK. The mask closes and the
new call number appears in the list.

3.

To remove a discriminating call number from the list, select the call number and click Remove. The discriminating call number is deleted.

4.

Switch to the required tab if you wish to edit more parameters. Click OK to save your inputs
and exit the dialog.

3.6.1.4

Web links

The PCM browser user interface ("myPersonalWebManager") features a Homepages field


with a list of link addresses for direct selection by PCM users. The system-wide entries in this
list are made centrally here in the Administration program.
1.

In the Properties of PCM dialog box, select the Web links tab.
This opens the following dialog box with a list of the Web links configured, stating the Web
address/URL and description:

2.

3-24

Click Add to record an address. In the next mask, enter the Web address/URL and the
respective Description and confirm with OK.

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HiPath Manager PCM Administration


PCM Management

Internal or external URLs with different protocols (http://, https://, file://,


etc.) can be entered. It is therefore important to enter the complete URL including
the protocol.

The mask closes and the new Web address appears in the list.
3.

To remove a Web address from the list, select the call number and click Remove. The Web
address is deleted.

4.

Switch to the required tab if you wish to edit more parameters. Click OK to save your inputs
and exit the dialog.

3.6.2

User Administration for PCM

3.6.2.1

Editing a User for PCM

Users who have been created in PCM User Administration and have access to HiPath Manager
PCM are assigned a user ID and password. Specific additional settings can now be administered for the PCM user in PCM User Administration. To do this, proceed as follows:
1.

Open the Personal Call Management (PCM) entry in tree view.

2.

Mark the entry PCM User Administration.


The detail view lists all users who are configured in PCM User Administration and are permitted to start PCM, i.e. those for whom the access privileges Personal Call Manager (application) and PCM user (function) are activated (see also Section 3.4.3, "Administering
Access Privileges for Users").

3.

Open the context menu for the user to be edited in detail view and select Edit....
The Edit PCM User - <user ID> mask appears:

4.

Select the General tab.

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5.

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For internal use only

Enter the following data:


Field name

Meaning

User

User ID based on the definition in the User Administration.


The field is an output field; inputs are not accepted.

Description

User name based on the definition in the User Administration. The field is an output field; inputs are not accepted.

Extension

List field for selecting the user extension. All configured extensions that have not yet been assigned to a user are
available for selection.

Type of terminal

List field for selecting the PCM user terminal type. The terminal type determines which and how many keys are available to PCM users for configuring the activation/deactivation of their standard call handling. You can choose from
the following options:

optiset E basic, optiPoint 500 entry

optiset E standard

optiset E comfort & memory, optiPoint 500 basic &


standard

optiPoint 500 advanced, optiPoint 600 office

IP Phones and IP Clients

other terminals and groups

analog terminals

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Differences and restrictions for terminal types

other terminals and groups


cannot accept (but can forward) a call when Web call monitoring is active,
cannot initiate callbacks from caller lists,
cannot use the entire CTI dial functionality (disabled),
cannot configure a PCM key.

analog terminals
cannot accept (but can forward) a call when Web call monitoring is active,
can initiate callbacks from caller lists but cannot clear down the call,
can use the entire CTI dial functionality but cannot clear down the call (disabled).

IP terminals and softphones (clients)


cannot configure a PCM key

all other terminal types


have the exact same functionalities as the physical terminal (for example, number of
keys)

6.

Click OK to save your inputs.

3.6.2.2

PCM User Status

PCM users can activate/deactivate the individually configured call handling. Call handling activated for a specific user can also be deactivated via the Administration program. To do this, proceed as follows:
1.

Open the Personal Call Management (PCM) entry in tree view.

2.

Mark the entry PCM User Administration.


The detail view lists all users who are configured in PCM User Administration and are permitted to start PCM, i.e. those for whom the access privileges Personal Call Manager (application) and PCM user (function) are activated (see also Section 3.4.3, "Administering
Access Privileges for Users").

3.

Open the context menu for the user to be edited in detail view and select Edit....
The Edit PCM User - <user ID> mask appears:

4.

Select the Status tab.

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The current status is displayed, i.e. PCM activated or PCM deactivated. Click Deactivate
to disable an active call handling.
5.

Click OK to save your inputs.

3.6.2.3

Exporting a PCM User List

To export the displayed PCM user information to a file, proceed as follows:


1.

Open the Personal Call Management (PCM) branch in tree view and mark the entry PCM
User Administration.

2.

Open the context menu, select Export List....

3.

Select the destination directory for the export file in the ensuing mask and give the export
file a name.

After pressing Save, the column-based PCM user information shown in detail view is exported
with the column headers to the specified file.

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3.6.3

HiPath Manager PCM Administration


PCM Management

Destination Number Identification for External Calls

PCM must be able to recognize external calls in order to perform internal call monitoring. You
must therefore enter:

all configured trunks

all routing codes (if configured)

all external connections in accordance with the HiPath 3000 Manager E dial plan (if configured)

Enter the HiPath 3000 system here so that the PCM can recognize the appropriate external
connections.
3.6.3.1

Creating a New Extension Number Entry for External Calls

To create a new extension number entry, proceed as follows:


1.

Open the Personal Call Management (PCM) entry in tree view.

2.

Mark the entry External Call Destination Number Identification. All configured extension number entries are listed in detail view.

3.

Open the context menu in detail view and select New....


The mask Destination Number Identification for External Calls appears:

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Application-Specific Configuration Changes and System Settings

4.

5.

For internal use only

Enter the following data:


Field name

Meaning

Selected digits

The trunk, the routing code or the dial plan entry in accordance with HiPath 3000 Manager E for initiating an external call.

Description

Description of the trunk, the routing code or the dial plan


entry.

Click OK to save your inputs.

>

3.6.3.2

The extension number bands in directly connected series systems or satellite systems must also be configured here, e.g. for all stations on the 300-399 extension
number band --> dialed digit "3" or for all stations on the 670-679 extension number
band --> dialed digits "67". In the case of mixed extension number configuration, this
configuration must, where applicable, be broken down into the station number. Special external tie trunk connections, such as a voicemail solution, must be configured
accordingly.
Deleting an Extension Number Entry

To delete an extension number entry, proceed as follows:


1.

Open the Personal Call Management (PCM) branch in tree view and mark the entry External Call Destination Number Identification.

2.

Open the context menu for the entry to be deleted in detail view and select Delete.

3.

Answer the ensuing security prompt with OK, the entry is deleted.

3.7

Application-Specific Configuration Changes and System


Settings

3.7.1

HiPath Assistant - Routing Prefix

To ensure that the callback functionality works properly, incoming external calls must be logged
with the correct CO codes in HiPath Manager PCM Web. This is achieved in HiPath 3000 Manager E by setting the flag Direction prefix send via CSTA under Settings/System parameters.../Plus Products Flags and entering the CO code configured for the HXG route to the CO
system (for example, "0") under 2nd trunk code in the Settings/Lines/networking.../Routes
tab.

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3.7.2

HiPath Manager PCM Administration


Application-Specific Configuration Changes and System Settings

HiPath Assistant - Automatic Call Acceptance CSTA

To make the callback functionality more convenient, set the flag autom. connection, CSTA under Settings/Set up station .../Station/Param/Flags. If this is set, the loudspeaker automatically activates when you initiate a callback. The calling PCM user can set up the call without
lifting the handset. If you do not set this flag, you will not be able to clear down a callback that
is still waiting at your terminal and has not yet been routed to the destination. In this case, the
error message "Unable to find call" appears.

3.7.3

HiPath Assistant - Mulap Group Configuration

Each Mulap group should be assigned to a separate virtual station under Settings/Incoming
calls.../Groups/Hunt groups if you want a Mulap group to be monitored by an application,
such as HiPath Manager PCM. The real group members (optiset/optiPoint, CMI) are assigned
the member parameters Master, Acoustic call and Automatic seizure outgoing (A). The virtual station is only assigned the member parameter Acoustic call. The Mulap group number
must be configured in the HiPath TAPI 170s TAPI configuration.

3.7.4

Internet Information Server - Internet Services Manager

When using the HiPath Manager PCM telephone directory over an LDAP server, you may encounter access difficulties if the LDAP server present in the domain performs user authentication. Authentication over the HiPath Manager PCM Web pages is normally performed without
the knowledge of other network components, that is, it is performed over an anonymous user
account that was automatically configured specially for IIS and that is not known to other servers in the network. This results in error messages or blank search results following a search in
the LDAP telephone directory. You can circumvent this problem by making the following configuration change:
1.

Start the Internet Services Manager by selecting Start/Settings/Control Panel/Administrative Tools/Internet Services Manager.

2.

Double-click the server where IIS is running.

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3.

Double-click the Default Web Site service.

4.

Right-click the ManagerPCM Web site and select Properties from the context menu.

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5.

HiPath Manager PCM Administration


Application-Specific Configuration Changes and System Settings

Click Edit... in the Directory Security tab to activate anonymous access and authentication control.

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6.

Click Edit... under Anonymous access.

7.

Change the local, anonymous Internet user account into a user account known within the
domain.
Clear the Allow IIS to control password check box so that the password can be stored
for the user entered. You must re-enter the password after you click OK to ensure you did
not make any mistakes.

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Trace.fm
HiPath Manager PCM Trace Monitor
General

HiPath Manager PCM Trace Monitor

4.1

General

Communication between the various HiPath Manager PCM applications is organized via various buffer tables and messages. You can follow the progress of each entry in the various buffer
tables, each instant message exchange, and each program or communication message from
the components involved, in a separate trace window. In other words, a window is opened for
each component or application involved.
The trace windows can be viewed with the help of the Trace Monitors and transferred to external
storage for further processing.

>

The interpretation of the contents of the Trace Monitors various trace windows is not
explained in the current documentation. This information is interpreted by the service technician or Siemens for problem analysis when maintenance is required.
The following is a description of the necessary steps for navigating and controlling
the Trace Monitor and for exporting the trace contents to a file for further processing.

Trace messages can be observed for the following HiPath applications:

HiPath Manager PCM Administration


Administration of the configuration parameters for component control by users, for general
settings, call charge management and evaluation.

HiPath Manager PCM (Personal Call Manager)


Implementation of call handling and call forwarding by means of definable profiles.

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Starting and Ending the Trace Monitor

4.2

For internal use only

Starting and Ending the Trace Monitor

A program group (HiPath Manager PCM) comprising the Administration and Trace tools is created during HiPath PCM server installation.
1.

To start the Trace Monitor, select Start - Programs - HiPath Manager PCM - Trace Monitor for HiPath Applications.
The Trace Monitor screen appears:

To close the Trace Monitor, proceed as follows:


1.

4-2

Select File - Exit

or press the key combination h + D

or select the item Close from the Trace Monitors system menu.

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Trace Monitor Screen Layout

For internal use only

4.3

Trace Monitor Screen Layout

An application window with the following layout appears when you start the Trace Monitor:
Close
Trace Monitor system menu

Title bar

Maximize
Minimize

Menu bar
Trace window
system menu

Workspace
(open trace window)

Status bar

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Trace Monitor Screen Layout

For internal use only

The menu titles/commands available are listed in menu bar. The following menu functions are
available:
Menu

Command

Function

File

Print Setup

Configure the printer to output trace messages to


the printer

Exit

Close the Trace Monitor.

Use Hexfont

Change the output of special trace messages


containing non-printing characters into a hex font
(option activated) or ANSI font (option deactivated). Default messages are always shown in ANSI
format.

Colored Text

Change between color (option activated) and


black/white display (option deactivated) for trace
messages.

Add Date/Timestamp

If this option is selected, a timestamp is applied


to every new trace message.

Show Window for new Application

If this option is selected, a separate trace window


appears as soon as an application that writes
trace messages is activated.
If this option is deactivated, trace window can be
manually opened or closed for active applications by selecting the entry Trace - <name of application>, e.g. Trace - WinAccount.

Cascade

Displays trace windows in a cascading arrangement

Tile Vertically

Displays trace windows in a vertically tiled arrangement

Tile Horizontally

Displays trace windows in a horizontally tiled arrangement

Arrange Icons

Arranges the minimized trace window icons

About...

Displays Trace Monitor program information

Trace

Window

4-4

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4.4

HiPath Manager PCM Trace Monitor


Print Setup for the Trace Monitor

Print Setup for the Trace Monitor

The printer must be configured for printing out trace window contents. You can decide whether
you want to print to the Windows default printer or another installed printer. If you select another
printer, this is defined as the Windows default printer for all other applications on your PC.
To configure the printer, proceed as follows:
1.

Select File - Print Setup.


The following mask appears:

2.

In the Name field, select the printer to which the Trace Monitor should print. Define the individual printer properties you want including paper and format parameters.

3.

Confirm your settings by pressing OK.

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Trace.fm

HiPath Manager PCM Trace Monitor


General Functions

For internal use only

4.5

General Functions

4.5.1

Opening/Closing a Trace Window

A number of options are available for opening/closing trace windows:


1.

Select Show Window for new Application (tick visible in front of the entry) in the Trace
menu to automatically open/close trace windows when the relevant application is started/
ended. To deactivate this option, simply select the entry; the tick disappears.

2.

If this option is not set, you can open and close the trace windows for the active applications
manually. To do this, activate the Trace menu. The available trace windows are the first
entries available. Open trace windows are checkmarked.

To open a closed window, activate the entry, a tick appears and the trace window is
opened.

To close an open window, select the entry once again, the tick disappears and the
trace window is closed.

4.5.2

Printing the Contents of a Trace Window

You can also print out a screen dump of the current trace window to the Trace Monitors configured printer for documentation purposes:
1.

Activate the system menu or else the context menu (right-click trace window) for the relevant trace window and select the entry Print Messages.

2.

The current contents of the trace window are sent to the configured printer.

4.5.3

Deleting the Trace Window Contents

To delete the contents of a trace window, proceed as follows:


1.

Activate the system menu or else the context menu (right-click trace window) for the relevant trace window and select the entry Delete Messages.

2.

The contents are deleted, the window is empty.

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Trace.fm
For internal use only

4.5.4

HiPath Manager PCM Trace Monitor


Exporting Trace Windows

Freezing the Trace Window Contents

The current trace window display can be frozen to stop messages scrolling. To do this, proceed
as follows:
1.

Activate the system menu or else the context menu (right-click trace window) for the relevant trace window and select the entry Stop Window Scrolling.
The window option is set, the contents are frozen, new trace messages are loaded to the
buffer but not displayed.

2.

To deactivate this option, simply select the command Stop Window Scrolling once more.
The option is removed, the last messages are displayed.

4.5.5

Arranging the Trace Window

The Trace Monitors active trace windows can be arranged as follows:

Cascade

Press < + E

or activate the command Window - Cascade

Tile Horizontally

Press < + F

or activate the command Window - Tile Horizontally

Tile Vertically

Press < + D

or activate the command Window - Tile Vertically

If the trace windows are minimized to icons, these can be arranged across the status line by
activating the command Window - Arrange Icons.

4.6

Exporting Trace Windows

Each trace window can accommodate 1000 (for the server PC under Windows 95/98) or 5000
entries (for the server PC under Windows NT or Windows 2000). Once this capacity is reached,
the oldest entry in a trace window is deleted for every new entry. To document a trace window
situation, you can capture the current trace window status in an external file:

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HiPath Manager PCM Trace Monitor


Exporting Trace Windows

1.

For internal use only

Activate the system menu or else the context menu for the relevant trace window and select
the entry Write Messages to File.
A message field appears in which the path/file name of the export file for the trace window
is displayed:

2.

Confirm the message with OK.

The so-called shell user directory in Windows 2000 is selected by default as the destination
directory for export files:

C:\Documents and settings


\[Windows user]
\My files
\[Application ID]
\[Trace file name]

The naming convention for export files is:


<Application ID><time>.trc
the time is saved in the format YYYYMMDDhhmm.
Example of the file name of an exported trace file:

Windows user: Mayer

Application: PCM:

exported on: 07.11.2002

at: 14:54:11

C:\Documents and settings


\Administrator
\My documents\
\PCM
\PCM20021107145411.trc

4-8

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For internal use only

Sichern.fm
Saving and Restoring Data for HiPath Manager PCM

Saving and Restoring Data for HiPath Manager


PCM

Data backup procedure


SQL server data backup cannot be performed during live operation with a File Copy or Tape
Backup program because these programs can only be opened via the SQL server. For this reason, the SQL server provides a backup function to save data during online operation.
This backup function is guaranteed by the backup jobs that were created during installation.
The following databases are backed up by the jobs:

Master backup at 1:00


Main system database of the SQL server

MSDB backup at 1:30


Job administration

VenusApp backup at 2:00


Configuration data from PCM

The backup jobs create a backup media for each individual database in the configured folder
(see installation) in three-day cycles. The jobs are executed at the above-mentioned times. On
the fourth day, the first days media is overwritten; on the fifth day, the second days media is
overwritten, etc.

>

When data is completely restored to the database, all changes and call charge data
records created since the backup are lost.

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Saving and Restoring Data for HiPath Manager PCM

1.

For internal use only

Select Start - Programs - HiPath to start the Restore Database program.


The following dialog appears.

2.

Select the backup media for the database to be restored in the selection window.
To restore the database from the most up-to-date media, check the backup media displayed.
The backup date corresponding to the selected media is displayed.
The media is checked for data consistency with Check.

3.

5-2

Click Restore to start the backup process.

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Problem.fm
Troubleshooting

For internal use only

Troubleshooting

No.

Error description

Solution

Calls cannot be forwarded to an external


destination

The CO code must be entered under


"Destination number identification for external calls" in the Server Administration
program.

Calls cannot be forwarded to groups

Only Mulap groups are supported. When


setting up Mulaps, a virtual station with
an acoustic signal must be entered in the
registry value privileges for the Mulap.
The extension of the Mulap user must be
the Mulap call number.

Modification of the call time for every forwarded call

The letter "P" for pause can be entered


one or more times in the PCM call destination list. The length of the pause is set
for each user individually in myPersonalWebManager.

No trace monitor for the PCM application

For test and debugging purposes only:


Open DCOMCNFG/ Properties of PCMMgr.clsMgr and select Interactive user in
the Identity tab.
Please reset in normal operation.

Changes are not applied in Server Administration.

Restart PCM Service

Check whether the node is operating (can be activated by means of a


ping command)

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Problem.fm

Troubleshooting

6-2

For internal use only

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pcm_shbSIX.fm

Index

For internal use only

Index

Access privileges for users 3-8


AllServe server PC
Hardware 2-1
Assistant I/E 2-2

General settings 3-1, 3-11

B
Buffer tables 4-1

C
Communication messages 4-1
Confirm new password 3-6
Currency symbol 3-13

D
Data protection and data security 1-1
Database 3-1
Destination number identification 3-29, 6-1
Dial plan 3-29
Display text 3-21

E
Event Viewer 3-4
Exporting a node list 3-14
Exporting a user list 3-10
Exporting a user list (PCM) 3-28
Exporting an extension list 3-17
Extension 3-26
Extension list, exporting 3-17
Extension number entry, creating 3-29
Extension number entry, deleting 3-30
Extensions 3-15
Extensions, editing 3-16
Extensions, importing 3-15
External connections 3-29
External file 4-7

H
HiPath 3000 Manager 2-2
HiPath 3000 Manager C 2-2
HiPath Manager PCM 2-2
HiPath Manager PCM (Personal Call Manager) 3-18

I
Immediate messages 4-1
Importing extensions 3-15
Importing nodes 3-12

L
Login 3-3

M
Management console 3-1, 3-4
Memory capacity, checking 2-6
Mulaps 6-1

N
New user, creating 3-5
Node 3-12, 3-15, 3-16
Node id 3-13
Node list, exporting 3-14
Nodes, editing 3-12
Nodes, importing 3-12

P
Password 3-3, 3-6
Pause function 3-20
Personal Call Management (PCM) 3-1
Program messages 4-1
Program, closing 3-3
Program, starting 3-3

Feature Provider 2-2


Forwarding monitoring 3-21
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pcm_shbSIX.fm

Index

For internal use only

R
Rate of exchange 3-14
Routing codes 3-29

S
SQL database server 2-2
System call number 3-14
System call number, canonical 3-14

T
Telephone directory 3-22
Trace monitor 6-1
Trace Monitor tool 2-2
Trace window 4-1
Trace window contents, deleting 4-6
Troubleshooting 6-1
Trunks 3-29

U
Update 2-2, 2-18
User - access privileges 3-8
User (PCM), editing 3-25
User Administration 3-1, 3-5
User Administration for PCM 3-25
User id 3-3
User list (PCM), exporting 3-28
User list, exporting 3-10
User, deleting 3-9
Users, editing 3-7

W
Windows
Application log 2-20
availability 2-19
Internet Information Server 2-19
physical memory 2-19
SMTP service 2-19
virtual memory 2-19
Windows default printer 4-5

Z-2

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www.siemens.com/hipath

The information provided 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
development of the products.
An obligation to provide the respective characteristics shall only exist if
expressly agreed in the terms of contract.

*1PA31003-H2620-A100-1-76A9*

Siemens AG 2004 Information and Communication


Networks Hofmannstrae 51 D-81359 Mnchen, Germany
Reference No.: A31003-H2620-A100-1-76A9
Printed in the Federal Republic of Germany.
Subject to availability. Right of modification reserved.