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User Guide: CETIS Dialer for Lync

© 2013  Cetis AG

Doc Version: 2.0.4 / 24.07.2013, valid for software version from 2.x

This document is also available in PDF format.

 

Table of Contents

1      Introduction.. 1

2      Operation.. 1

2.1     Initiating Phone Calls. 1

2.1.1      Initiating phone calls if 'Indirect calling' is ON.. 1

2.1.2      Initiating phone calls if 'Indirect calling' is OFF.. 1

2.2     Context Menu in Info bar 1

2.2.1      Settings…... 1

2.2.2      About…... 1

2.2.3      Check for update…... 1

2.2.4      Exit 1

2.3     Recognizing phone numbers. 1

2.4     Clipboard. 1

2.5     Specifics when using TwixTel 1

3      Starting and stopping the program... 1

3.1     Starting the program.. 1

3.2     Stopping the program.. 1

4      Configuring CETIS Dialer for Lync. 1

4.1     Three levels of configuring. 1

4.2     Available Settings. 1

4.2.1      Call shortcut key. 1

4.2.2      Default Country. 1

4.2.3      Enabling or disabling Automatic Software Updates. 1

4.2.4      Direct or indirect calling. 1

4.2.5      User interface language. 1

4.2.6      Maximum Length of internal phone numbers. 1

4.2.7      Preserving Clipboard contents. 1

4.2.8      Automatic start after logon.. 1

4.3     Using the Settings dialog box. 1

4.4     Using the Command Line to apply settings. 1

4.4.1      Command Line Examples. 1

4.5     Settings file. 1

5      Installation and Licensing.. 1

5.1     Personal Edition and Enterprise Edition.. 1

5.2     System Requirements. 1

5.3     Installation Personal Edition.. 1

5.3.1      Install Option for automatic start (Personal Edition) 1

5.4     Installation Enterprise Edition.. 1

5.4.1      Install Option for automatic start (Enterprise Edition) 1

5.5     Software Updates. 1

5.5.1      Automatic Software Updates. 1

5.5.2      Manually initiated software updates. 1

5.5.3      General information about software updates. 1

Table of Contents Page 2

Table of Contents Page 3


Dear customer

Congratulation for evaluating or using CETIS Dialer for Lync. In case you miss any feature or have a problem in using our product, please contact us. There are many undocumented features built-in in the product, which may help to solve specific problems. Also we will be glad to enhance our product to meet your requirements.

Your support team
support@cetis.ch

1            Introduction

CETIS® Dialer for Lync™ [1] (in this document sometimes also referred as CETIS Dialer) is a software add-on for the Lync client. (Lync is the software for unified communication from Microsoft®.)

This document contains information for the users and administrators of CETIS Dialer.

CETIS Dialer for Lync enables the user to select a target (phone number or SIP address) on the screen, and press a pre-defined hotkey to initiate a Lync call to the selected target.

Further information will be available on the Web site of Cetis AG. You will find the appropriate link in the About box of the CETIS Dialer.

2            Operation

2.1          Initiating Phone Calls

To initiate a phone call, the user selects a target (phone number or SIP address) on the screen of his computer, and then, the user presses the Call shortcut key. This operation is also called "Select, Click-and-Dial".

Depending on configuration of CETIS Dialer for Lync, there are two modes of operation:

§  Indirect calling is ON (see paragraph 2.1.1 below):
CETIS Dial box always opens before call is initiated.

§  Indirect calling is OFF (see paragraph 2.1.2 below):
CETIS Dial box opens only if target seems to be invalid.

For configuring direct or indirect calling, refer to paragraph 4.2.4 "Direct or indirect calling".

2.1.1       Initiating phone calls if 'Indirect calling' is ON

Procedure:

     1.    Select a target (phone number or SIP address) in the active window on your screen.

     2.    Press the call shortcut key.

The Call Box (see Figure 1 – CETIS Call Box) opens and displays the phone number or SIP address that will be sent to Lync to initiate the call.

The default call shortcut key is F8; to configure the call shortcut key, refer to paragraph 4.2.1 "Call shortcut key".

     3.    Check the displayed target (phone number or SIP address) and edit the target text if necessary.

For phone numbers only:

Underneath the displayed phone number CETIS Dialer shows the country the call is targeted to.

If CETIS Dialer did not evaluate the right country, use the drop down box To, to switch to the appropriate country. For further information refer to paragraph  2.3 "Recognizing phone numbers".

CETIS Dialer for Lync reformats phone numbers to display them in a format common for the destination country.

     4.    Click the Call button to send the displayed target to Lync in order to initiate the call, or press Cancel to abort the operation.

If the Call button is greyed out, the target is not a valid phone number or a valid SIP address; edit the target or click on Cancel.[2]

Figure 1 – CETIS Call Box

2.1.2       Initiating phone calls if 'Indirect calling' is OFF

Procedure:

     1.    Select a target (phone number or SIP address) in the active window on your screen.

     2.    Press the call shortcut key.

The selected target (phone number or SIP address) will be sent to Lync in order to initiate the call.

The default call shortcut key is F8; to configure the call shortcut key, refer to paragraph 4.2.1 "Call shortcut key".

If within the selected text CETIS Dialer cannot recognize a valid target, the CETIS Call Box opens automatically. In this case continue at step 3 in paragraph 2.1.1 "Initiating phone calls if 'Indirect calling' is ON".

 

2.2          Context Menu in Info bar

The CETIS Context Menu is launched by clicking to the CETIS Symbol favicon.ico in the Info bar of Windows.

 

Figure 2 – CETIS Context Menu

The Context Menu is slightly different for the Personal Edition and the Enterprise Edition:

Personal Edition of CETIS Dialer for Lync
Enterprise Edition of CETIS Dialer for Lync

 

2.2.1       Menu item 'Settings…'

Clicking on Settings opens the Settings dialog box (see sample in Figure 5 – Dialog box 'Settings for CETIS Dialer for Lync')

How to use the Settings dialog box to configure CETIS is explained in chapter 4 "Configuring CETIS Dialer for Lync".

2.2.2       Menu item 'About…'

Clicking on About opens the About box (see sample in Figure 3 - About Box - contains software version, license info etc.) to show some key data about CETIS Dialer for Lync.

 

Figure 3 - About Box - contains software version, license info etc.

 

2.2.3       Menu item 'Check for update…'

Clicking on Check for update will check if there is a software update available.

For more information refer to paragraphs
    5.5.2 "Manually initiated software updates", and
    5.5.3 "General information about software updates".

 

2.2.4       Menu item 'Exit'

Clicking on Exit terminates the program CETIS Dialer for Lync.

See also paragraph 3.2 "Stopping the program".

 

2.3          Recognizing phone numbers

CETIS Dialer for Lync will cut off any selected superfluous text before and after the phone number.

CETIS Dialer for Lync recognizes and decodes several phone number formats within the selected text:

§  Numbers without a country calling code will usually be recognized as domestic phone numbers.

This is true if the country code is configured according your country (e.g. "CH" for Switzerland or "US" for United States). See paragraph 4.2.2 "Default Country" for configuring the default country.

§  Numbers with six or less digits will be recognized as internal phone numbers.

If the maximum length of internal numbers in your company is shorter than six digits, it is highly recommended to configure CETIS Dialer for Lync accordingly. Refer to paragraph 4.2.6 "Maximum Length of internal phone numbers" for how to accomplish it.

CETIS Dialer displays the detected country in the Call Box. The user may override the displayed country by clicking the down arrow of the To dropdown box, and selecting the appropriate country from the list.

Note                        Several countries may use the same Country Calling Code. E.g. "+7" is used by Russia and by Kazakhstan or "+1" is used by United States, Canada, and about 20 other territories.

Therefore CETIS Dialer may display several countries in the To field of the Call Box. If there is not enough room to display all the referred countries, the user may hoover with the mouse over the To field to trigger a tooltip containing all countries referred.

 

Examples for phone number recognition

 

Configured
Default
Country

Selected text

 

Displayed Target

Displayed Country
in 'To' field

 

CH

Please call (062) 834 8100 any time.

+41 62 834 81 00

Switzerland

CH

0041 (062) 834 8100

+41 62 834 81 00

Switzerland

CH

+1 555-0123

+1 5550123

United States, Antigua and Barbados, Anguilla, Am...

CH

Switchboard 1111

1111

-

US

Switchboard 1111

1111

-

US

555-0123

+1 5550123

United States, Antigua and Barbados, Anguilla, Am...

US

+41 (062) 834 8100

+41 62 834 81 00

Switzerland

US

01141 (062) 834 8100

+41 62 834 81 00

Switzerland

 

 

 

 

 

Tip                            The Default country must not necessarily be configured to the country where you are located. For example: If you are located in the US but most of the time you are visiting Web pages from France and calling to phone numbers found on French Web pages, then it may be of advantage to set your Default country to "FR" instead of "US".

Note                        Changing the Default country will not change the language of the user interface. For the later issue refer to paragraph 4.2.5 "User interface language".

 

2.4          Clipboard

CETIS Dialer uses temporarily the Windows clipboard to read the selected text from the active window. Depending on configuration, the original content of clipboard is either lost (i.e. overwritten by the selected text) or preserved.

In case CETIS Dialer is configured to preserve (i.e. save and restore) the clipboard, the recognition of the phone number may be delayed. The delay depends on the original contents of the clipboard. If it takes a longer time to handle the clipboard, CETIS Dialer may display an appropriate message above the info bar.

More information about the clipboard behavior and how to configure it will be found in paragraph 4.2.7 "Preserving Clipboard contents".

 

2.5          Specifics when using TwixTel

TwixTel is a phone directory and an associated program popular in Switzerland. This program, together with its related data base, is available on CD ROM.

The user cannot select the TwixTel phone number in the usual way. Instead, the user needs to draw a fictional rectangle around the phone number in the same way as he or she would select a graphical object.

 

Figure 4 – TwixTel: The selection of the number is accomplished by drawing a virtual rectangle (similar to selecting a graphical object)

Note                        It may be easier to configure TwixTel for communicating directly with Lync, instead of using an unfamiliar way of selecting phone numbers.

 

3            Starting and stopping the program

3.1          Starting the program

CETIS Dialer is started by executing the file Cetis.Dialer.exe.

This can be accomplished in several ways, e.g. automatically on logon or manually by using the Windows Start button and choosing the appropriate program entry.

Refer to paragraph 4.2.8 "Automatic start after logon" about configuring whether CETIS Dialer should start up automatically after logon.

Procedure to manually start the CETIS Dialer for Lync program

     1.    Click the Windows START button.

     2.    Click on All Programs, then CETIS, and then CETIS Dialer for Lync

As soon as the program CETIS Dialer for Lync runs, the CETIS symbol favicon.ico will appear in the info bar (showing the Tooltip CETIS Dialer for Lync).

3.2          Stopping the program

Typically, CETIS Dialer for Lync is always active after Logon. If ‑ for some reason – there is a need to shut it down, this can be accomplished via the CETIS symbol in the info bar.

Procedure

     1.    Click with the left mouse button on the CETIS symbol favicon.ico in the info bar.

     2.    In the context menu, click Exit.

The program CETIS Dialer for Lync is shut down, and the CETIS symbol disappears from the info bar.

 

 

4            Configuring CETIS Dialer for Lync

4.1          Three levels of configuring

Settings differing from the values pre-set by the CETIS Dialer software are stored by the CETIS Dialer program in a configuration file called CetisDialerForLyncSettings.xml. In paragraph 4.5 "Settings file" you will find a sample of this file.

Settings exist on three levels:

     a)    Settings hard-coded in the CETIS Dialer software

Some of these settings may be overridden on startup of CETIS Dialer (using command line parameters) or when the program is running (using the Settings dialog box of CETIS Dialer).

     b)    Command Line Parameters

Settings applied from within the Command Line at the startup of CETIS Dialer will be copied to the settings file. These settings are also visible in the Settings dialog box.

The command line parameters are, however, only transferred, if the Settings file does not yet exist; this ensures that user defined settings (accomplished from within the Settings Dialog box) will not be overwritten.

For a description of the command line format and its parameters refer to paragraph 4.4 "Using the Command Line".

     c)    Settings accomplished from within the dialog box Settings for CETIS Dialer for Lync

The user may modify some settings using the dialog box Settings for CETIS Dialer for Lync. These settings override the settings on all other levels (hard-coded settings and command line parameters).

For details refer to paragraph 4.3 "Using the Settings dialog box".

 

Another – not recommend way – is to manually edit or create the settings file (in XML format). You will find an example of the settings file in paragraph 4.5 "Settings file".

4.2          Available Settings

The following parameters may be modified:

§  Call shortcut key
(see paragraph 4.2.1 "Call shortcut key")

§  Default Country
(see paragraph 4.2.2 "Default Country")

§  Enabling or disabling automatic software updates
(see paragraph  4.2.3 "Enabling or disabling Automatic Software Updates")

§  Direct or indirect dialing
(see paragraph 4.2.4"Direct or indirect calling")

§  User interface language
(see paragraph 4.2.5 "User interface language")

§  Maximum length of internal phone numbers
(see paragraph  4.2.6 "Maximum Length of internal phone numbers")

§  Preserving Clipboard content
(see paragraph 4.2.7 "Preserving Clipboard contents")

§  Automatic start after logon
(see paragraph  4.2.8 "Automatic start after logon")

 

 

4.2.1       Call shortcut key

The Call shortcut key is the key that the user needs to press after he or she has selected the target (phone number or SIP address) on the active window in order to initiate the call.

The default key for the Call shortcut key is F8.

This default value can be changed either by using the Settings dialog box (see paragraph 4.3 "Using the Settings dialog box") or by using the command line on startup of CETIS Dialer. The command line settings will only be effective if the settings file does not yet exist (see also paragraph 4.4 "Using the Command Line").

Note                        As soon as the user clicks the OK button in the Settings dialog box, the CETIS Dialer program checks if the selected shortcut key is already used by another program or by the Windows operating system. If this is the case, a corresponding error message is displayed, and the user must choose another shortcut key.

 

4.2.1.1    Suggested Call shortcut key

When the user clicks the down-arrow of the combo box Call shortcut key a list of suggested keys will be shown. Most of the suggested keys are keys that are not often used by Microsoft Windows, Microsoft Office, and Microsoft Internet Explorer. Exceptions are particularly the suggested keys F6, F8, F9, and F10 which are also often used by other programs, but these keys are preferred in case the user wants to press only a single key to initiate a call.

4.2.1.2    Other than suggested keys

If the user prefers to use another than one of the suggested keys, there are two workarounds:

Workaround A: Using the Settings dialog box

The user can type any key combination designators, like "CTRL+X" (type without quotes) into the Call shortcut key combo box of the Settings dialog box.

To be sure that the key has been accepted the user should check it by closing the settings dialog box and open it again.

The use of the Settings dialog box is depicted in paragraph 4.3 "Using the Settings dialog box".

 

Workaround B: Using the command line

In the command line any key combination may be specified, as long as the key is not already reserved by another application.

The use of the command line and its limitations are depicted in paragraph 4.4 "Using the Command Line".

 

 

4.2.2       Default Country

Selected phone numbers which are not preceded by a plus sign ("+"), will be modified by CETIS to contain the plus sign and a country calling code. Refer also to paragraph 2.3 "Recognizing phone numbers" for details about the default country.

The Default Country initially set at install time, may vary depending of the Version of CETIS Dialer for Lync, and also depending on the configuration of your Windows system. The default country setting can be changed either from within the Settings dialog box or by using a command line parameter.

Using the Settings dialog box to set the Default Country

There is a dropdown list in the Settings dialog box to easily select the preferred Default Country. Each country is listed with its name followed by its two-letter country code[3] in brackets.

See paragraph 4.3 "Using the Settings dialog box" for how to use the Settings dialog box.

Using a Command Line Parameter to set the Default Country

Use the command line switch "/DefaultCountry" together with the two-letter country code to set the Default country by using the command line. Some commonly used codes are:

CH         Switzerland

DE         Germany

FR         France

GB         United Kingdom

LV          Latvia

US         United States

 

For other countries refer either to the ISO standard3, or retrieve the code by checking the dropdown list 'Default Country' in the Settings Dialog Box of CETIS Dialer for Lync. Each country is listed there with its name followed by its two-letter country code in brackets.

See paragraph 4.4 "Using the Command Line" for how to use the command line parameters.

 

4.2.3       Enabling or disabling Automatic Software Updates

The Personal Edition of CETIS Dialer for Lync can check for and download Software Updates automatically. For further information about software updates refer to paragraph 5.5.1 "Automatic Software Updates".

By default, CETIS Dialer for Lync checks periodically for updates and downloads them without any user intervention.

The user can inhibit the automatic updating of software by unchecking the corresponding checkbox within the Settings dialog box (see paragraph 4.3 "Using the Settings dialog box") or by using the corresponding command line parameter (see paragraph 4.4 "Using the Command Line").

 

4.2.4       Direct or indirect calling

By default, the Call box pops up whenever the Call shortcut key is pressed; this behavior is named indirect calling. If the user prefers not to see the Call box (i.e. the selected target should be sent directly to Lync), the user can switch to direct calling by configuring this parameter accordingly.

Indirect calling can be switched on or off either from within the Settings dialog box (see paragraph 4.3 "Using the Settings dialog box") or by using the corresponding command line parameter (see paragraph 4.4 "Using the Command Line").

More information about the Call box can be found in paragraph 2.1.1 "Initiating phone calls if 'Indirect calling' is ON".

A sample Call box is depicted in Figure 1.

Note                        Independent of this setting, the Call Box will always pop up if

  no text is selected in the active window, or

  the selected text does not contain a reasonable target (phone number or e-mail address).

 

4.2.5       User interface language

The user interface is available in several languages (currently English, German and French).

By default, CETIS Dialer adopts the language of the Windows operating system.

The user interface language can be changed either from within the Settings dialog box (see paragraph 4.3 "Using the Settings dialog box") or by using the corresponding command line parameter (see paragraph 4.4 "Using the Command Line").

 

4.2.6       Maximum Length of internal phone numbers

Telephone numbers with less or equal a given length are treated as Internal Phone Numbers. When CETIS Dialer for Lync recognizes an internal phone number within the selected text, the phone number will be sent to Lync without adding plus sign and country calling code.

The maximum length of internal phone numbers can be specified using the corresponding command line parameter (see paragraph 4.4 "Using the Command Line") or by editing the Settings File (see also paragraph 4.5 "Settings file").

By default, phone numbers with six or less digits will be recognized as internal phone numbers.

 

 

4.2.7       Preserving Clipboard contents

CETIS Dialer uses temporarily the Windows clipboard to read the selected text from the active window. This has the consequence that the original content of the clipboard is overwritten.

CETIS Dialer offers the option to preserve the clipboard content by saving before, and restoring it after transferring the selected text through the clipboard.

The default configuration of CETIS will not preserve the clipboard contents.

This behavior can be changed either from within the Settings dialog box (see paragraph 4.3 "Using the Settings dialog box") or by using the corresponding command line parameter (see paragraph 4.4 "Using the Command Line").

Paragraph 2.4 "Clipboard" contains some more information about the clipboard handling.

Note                        In some versions of the CETIS Dialer for Lync program it is not possible to configure for preserving the clipboard contents, i.e. the corresponding checkbox is inactive (greyed out).

 

4.2.8       Automatic start after logon

During installation, it can be opted to add CETIS Dialer for Lync to startup folder. If this option is selected, CETIS Dialer for Lync starts automatically whenever the user logs on to the computer.

The behavior in Enterprise Edition is slightly different from the Personal edition:

For Enterprise Edition see Figure 8 – Dialog box for Install-time option (Enterprise Edition).

For Personal Edition see Figure 7 – Dialog box for Install-time options (Personal Edition).

The user may override the installation setting for automatic startup, via the section 'Automatic startup after Logon' in the Settings dialog box. Refer to paragraph 4.3 "Using the Settings dialog box" for how to use the Settings dialog box.

 

4.3          Using the Settings dialog box

The user may change some settings of CETIS Dialer for Lync using the Settings dialog box (see Figure 5 below).

Figure 5 – Dialog box 'Settings for CETIS Dialer for Lync'

 

Procedure:

     1.    Click with the left mouse button on the CETIS icon favicon.ico in the info bar.

     2.    In the context menu, click Settings…

This opens the Settings dialog box.

     3.    Change the settings as required.

     4.    Click OK to save the changes and close the dialog box.

The changed settings will be applied and also saved to the settings file. In case the settings file does not exist, it will be created. For more information refer to paragraph 4.5 "Settings file".

In case you click Cancel the modified settings will not be applied nor saved.

 

Further information to this Setting parameter

will be found here

Call shortcut key

4.2.1 Call shortcut key

Default Country

4.2.2 Default Country

Enable automatic software updates

4.2.3 Enabling or disabling Automatic Software Updates

Indirect calling (Always shows CETIS Call box)

4.2.4 Direct or indirect calling

User Interface Language

4.2.5 User interface language

CETIS Dialer preserves contents of clipboard

4.2.7 Preserving Clipboard contents

Automatic startup after logon

4.2.8 Automatic start after logon

 

 

 

 

Note                        The Settings dialog box may open automatically on startup of CETIS Dialer for Lync. This happens whenever some settings in the Settings file or the command line are illegal; mainly if the Call shortcut key cannot be recognized or it is already reserved by another program.

 

4.4          Using the Command Line to apply settings

Important        Settings defined in the command line will be ignored if the Settings file already exists. (The settings file will be created as soon as the user changes some settings from within the Settings dialog box, or some settings have been applied by the command line at an earlier start of the CETIS Dialer program.)

In some IT environments it may be advantageous to do the initial configuration of CETIS Dialer (particularly for Enterprise Edition) via the command line.

The following list shows the available command line parameters, so-called Switches, together with their arguments. The arguments are shown enclosed in curly brackets. The Pipe character ("|") represents an exclusive OR operator.

 

The format of the command line is:

Cetis.Dialer.exe [Switch] [Switch] …

For further information see also examples in paragraph 4.4.1 "Command Line Examples".

All Switches are optional. The following switches are available (default arguments are underlined):

/CallShortcutKey  {Alt+0 | Alt+1 | …| F8 | …| Windows+Shift+F9}

/DefaultCountry  {AF | AL | … | CH | … | DE | … | US | … | ZW}

/EnableSwUpdate  {true | false}

/IndirectDialing  {true | false}

/Language  {de | en | fr}

/MaxLengthInternalNr {2 | 3 | 4 | 5 | 6 | 7 | 8 | 9}

/PreserveClipboard  {true | false}

 

There is also a command line switch to display a help text:

/Help

If the /Help switch is used, the program CETIS Dialer for Lync will display the help text (see Figure 6) and terminate. If the program is already running, a second instance of the program will display the help text and terminate.

 

The arguments for the switches are:

Switch

List of possible

Arguments

(type without quotes)

Comment

/CallShortcutKey

"Alt+1"
"F8"
etc.

For further details, see paragraph 4.2.1 "Call shortcut key".

/DefaultCountry

"CH"
"DE"
"US"
etc.

Two-letter country code, e.g. "CH" for Switzerland, "DE" for Germany, "US" for United States.

See also paragraph 4.2.2 "Default Country".

/EnableSwUpdate

"true"

"false"

For further details, see paragraph 4.2.3 "Enabling or disabling Automatic Software Updates".

/IndirectDialing

"true"

"false"

For further details, see paragraph 4.2.4 "Direct or indirect calling".

/Language

"de"
"en"
"fr"

Currently the languages English ("en"), French ("fr") and German ("de") are supported.

See also paragraph 4.2.5 "User interface language".

/MaxLengthInternalNr

"2"
"3"
:
"9"

Telephone numbers with this number of digits (or less) will be handled as internal numbers.

See also paragraph 4.2.6 "Maximum Length of internal phone numbers".

/PreserveClipboard

"true"
"false"

For further details, see paragraph 4.2.7 "Preserving Clipboard contents".

 

 

 

 

4.4.1       Command Line Examples

The following examples present some typical usage of command line settings.

 

Cetis.Dialer.exe

starts CETIS Dialer for Lync without applying any command line settings

 

Cetis.Dialer.exe /CallShortcutKey F10 /Language en /IndirectDialing false

starts CETIS Dialer and applies F10 as a Shortcut key, English as user interface language,  and configures for Direct Dialing

 

Cetis.Dialer.exe /help

displays the help message as shown in Figure 6 - Help text triggered from command line.

 

Figure 6 - Help text triggered from command line

Tip                            If the help window is active and you press the Windows shortcut for Copy (usually this is Ctrl+C) the text of this window will be copied to the clipboard, and you will be able to paste this text into another document.

 

 

 

4.5          Settings file

The configuration for CETIS Dialer for Lync is stored in the settings file, named CetisDialerForLyncSettings.xml. This file is in XML format and is stored in a folder belonging to the corresponding user. E.g. in Windows 7 it is stored in

 

C:\Users\Username\AppData\Roaming\CETIS \Dialer for Lync\UserSettings\CetisDialerForLyncSettings.xml

 

 

Sample of Settings file 'CetisDialerForLyncSettings.xml':

 

 

<?xml version="1.0" encoding="utf-8"?>

<DialerForLyncSettings xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">

  <Autostart>StartupAsInstalled</Autostart>

  <EnableSwUpdate>true</EnableSwUpdate>

  <DefaultCountry>CH</DefaultCountry>

  <PreserveClipboard>false</PreserveClipboard>

  <ExcludedClipboardPreservingFormats> 49154,49155,49165,49167 </ExcludedClipboardPreservingFormats>

  <CallShortcutKey>F8</CallShortcutKey>

  <IndirectDialing>true</IndirectDialing>

  <Language>en-us</Language>

  <LastSwUpdateCheck>201307021401</LastSwUpdateCheck>

  <MaxLengthInternalNr>6</MaxLengthInternalNr>

  <SettingsFormatVersion>3</SettingsFormatVersion>

</DialerForLyncSettings>

 


 

 

5            Installation and Licensing

5.1          Personal Edition and Enterprise Edition

There are two editions of CETIS Dialer for Lync

  Personal Edition
and

  Enterprise Edition

The following table shows the main differences between the two editions:

 

 

Personal Edition

Enterprise Edition

Program delivery

downloadable from www.cetis.ch

Purchase from
Cetis AG

Type of installation

Per user
no administrator rights needed

Per machine,
administrator rights needed

Updates

Can automatically check for updates on Server of Cetis AG, and automatically download and install updates

Updates distributed by administrator

Code is signed

Yes

Yes

Licensing

Currently only free, time limited trial version available

Enterprise License, contact Cetis AG

 

 

 

5.2          System Requirements

The systems requirements for CETIS Dialer for Lync are:

     a)    Lync installation

     b)    Microsoft Windows XP, Microsoft Vista, or Microsoft Windows 7

     c)    .Net Framework 3.5

     d)    Operating systems: Microsoft Windows 7, Vista or Microsoft Windows XP SP3

     e)    CETIS Dialer for Lync is installed on the client computers. There is no CETIS Server[4] component required,

 

 

5.3          Installation Personal Edition

The personal edition can be downloaded from the web site www.cetis.ch. Follow the instructions on the Web page to install the software.

5.3.1       Install Option for automatic start (Personal Edition)

During installation you can choose whether to start CETIS Dialer for Lync automatically each time you logon to your computer. See also Figure 7 – Dialog box for Install-time options (Personal Edition).

 

Figure 7 – Dialog box for Install-time options (Personal Edition)

 

 

 

 

 

5.4          Installation Enterprise Edition

The software delivered consists of the setup program (.exe) and an msi file. The two files are named something like:

 

CETIS_DialerForLync_Enterprise_PerMachine_Setup.exe

DoNotStartDirectly_CETIS_DialerForLync_Enterprise_PerMachine.msi

 

The software will be installed per machine, i.e. all users using this machine have access to the CETIS Dialer for Lync program. The Settings are stored per user in xml file. For details about the settings file see paragraph 4.5 "Settings file".

Although the enterprise edition of the CETIS Dialer for Lync will probably be installed using a software distribution tool, we here describe the procedure for an installation on a single client.

Procedure (for Enterprise Edition):

     1.    Ensure you have administrator rights

     2.    If the software is delivered as a zip file, extract the files

     3.    Run the .exe file

     4.    Follow the instructions by the setup program

The software will not start automatically after installation. If during installation the option 'Add CETIS Dialer for Lync to startup folder' was set, the startup link will be set for All Users. The program will start automatically as soon as the next user logs on.

5.4.1       Install Option for automatic start (Enterprise Edition)

During installation the administrator can choose whether to start CETIS Dialer for Lync automatically each time the user logs in. See also Figure 8 – Dialog box for Install-time option (Enterprise Edition).

 

Figure 8 – Dialog box for Install-time option (Enterprise Edition)

The User has the option to override this setting (see paragraph 4.2.8 "Automatic start after logon").

 

5.5          Software Updates

The program CETIS Dialer for Lync may be updated from time to time by the manufacturer Cetis AG. There are three options for how to check for updates and to install the new software:

     a)    Check automatically for updates and install updates automatically
(currently only available for the Personal Edition of CETIS Dialer for Lync)

     b)    Check manually for updates and install updates automatically
(currently only available for the Personal Edition of CETIS Dialer for Lync)

     c)    Uninstall the current version and re-install the new version

Note                        During the software update process, CETIS Dialer will be stopped and started again.

 

5.5.1       Automatic Software Updates

If Automatic updates are not disabled (see 4.2.3 "Enabling or disabling Automatic Software Updates") CETIS Dialer for Lync checks at irregular time intervals if there is a software update available on the servers of Cetis AG.

If there is a newer version available, CETIS Dialer for Lync will download it, and update itself. This is done silently in the background without any user intervention.

 

5.5.1.1    Disabling automatic software updates

If it is undesirable, to update the software without any user intervention, the user has the option to inhibit both, automatic update checks and automatic downloading. See paragraph 4.2.3 "Enabling or disabling Automatic Software Updates" for how to accomplish this.

5.5.1.2    Interval to check for updates

After starting CETIS Dialer, it will take at least 10 minutes until an update check takes place. After that, the test will be repeated about twice a week.

 

 

5.5.2       Manually initiated software updates

In case automatic updates are disabled, the user still has the option of manually checking and updating the CETIS Dialer for Lync software. Refer to paragraph 2.2.3 "Menu item 'Check for update…" for how to accomplish it.

 

 

5.5.3       General information about software updates

5.5.3.1    Finding information about software version and updates

For diagnostic reasons some information about software updates is shown in the About box and in the Settings dialog box.

About box

Software version and date

Settings dialog box

Last Check                  Date/Time of last checking for Updates;
Date and time are displayed in ISO format (yyyy‑MM‑dd mm:ss)

Next Check                 Expected Date/Time of next checking for updates;
Date and time are displayed in ISO format (yyyy‑MM‑dd mm:ss),

Path                             Path to the server for downloading/installing the newest versions of the CETIS Dialer software.

 

5.5.3.2    Information sent to the update server

The program will not transmit any data (besides its version number of the installed CETIS Dialer for Lync) from its computer to the update server nor to any other place.

 



[1] CETIS is a registered trademark of Cetis AG, Lync is a trade mark of Microsoft Corp.

[2] In some versions of the CETIS Dialer for Lync software, the Call button is still active even when the target is recognized as having an illegal format.

[3] Code as defined in standard ISO 3166-1 alpha-2

[4] CETIS Server is a server-based, Web-based CTI solution of Cetis AG