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                     README for Alcatel PIMphony
                                 v3.0

                    (Standard Edition, IP Edition)
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                  (c) Copyright Alcatel Telecom, 2000


Last update: September 1st, 2000

This document provides complementary or late-breaking information to
supplement the documentation.


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HOW TO USE THIS DOCUMENT
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CONTENTS
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1. PRODUCT DESCRIPTION

2. NEW FEATURES

3. INSTALLATION NOTES
   3.1 Before You Run Setup
       3.1.1 Hardware Requirements
       3.1.2 Software Requirements
   3.2 Installing Alcatel PIMphony
   3.3 Post installation

4. TIPS AND TRICKS

5. TECHNICAL NOTES

6. KNOWN ISSUES

7. TECHNICAL SUPPORT


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1. PRODUCT DESCRIPTION
----------------------

Alcatel PIMphony Standard Edition is a personal productivity tool
that connects your Alcatel Reflexe terminal with your computer,
providing an efficiency boost in the usage of your telephone.

Alcatel PIMphony IP Edition is an IP phone that provides the
same feature level as PIMphony Standard Edition.
PIMphony IP Edition is based on Voice over IP technology (VoIP).
No real terminal is required.

Alcatel PIMphony provides also a tight integration with the most
popular PIMs (Personal Information Manager) on the market and
brings Computer Telephony to it.

Supported PIMs are:
- Microsoft Outlook 97, Outlook 98, Outlook 2000
- Goldmine v4, Goldmine v5
- Act! v4, Act! 2000
- Access 97, Access 2000


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2. NEW FEATURES
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New features that are not described in the on-line help:

· drag&drop support from an Outlook contact into the dial edit field

· drag&drop support from a drag-aware application into the dial edit field

· drag&drop support from a drag-aware application onto the dial button

· Advanced popup configuration (Outlook 97/98):
  - button 'Synchronize': starts immediately an incremental synchronization
    with contact cards defined in the PIM
  - button 'Reinitialize': starts immediately a full synchronization with
    contact cards defined in the PIM. Must be used when contact folder selection
    changes.

· Multiple folders (.pst files) are now supported (Outlook 2000 only).

· If you use a PIM database which does not contain dialable numbers
  with output prefix, you can add this prefix automatically when dialing,
  by activating a rule in the Telephony tab in the configuration window.
  This rule will also be used by PIMphony when writing dialable
  telephone numbers in PIM contacts, call log, ...
  


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3. INSTALLATION NOTES
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3.1 Before You Run Setup

Before you install Alcatel PIMphony, make sure that your computer meets
the minimum hardware and software requirements.

3.1.1 Hardware Requirements

To install Alcatel PIMphony, you must meet certain hardware requirements,
which include the following:

· Any x86-compatible computer
  with at least a Pentium 166 Mhz processor
  (Pentium 233 Mhz processor recommanded for remote worker using PIMphony IP)
· A hard disk with a minimum of 30 megabytes (MB) available space
· 48 MB of RAM (recommanded)
· A CD-ROM drive
· A graphical display setting with a color palette of at least 65536 colors
  is recommended but not mandatory

For PIMphony Standard Edition:
· A free serial port (COM1 or COM2)

For PIMphony IP Edition:
· Ethernet board (for LAN connection) or Modem V90 (for remote access connection)
· Windows compatible sound card with full duplex driver
· Microphone and loudspeakers or headset or external handset
· Free wave port
· Free serial port if an external handset (e.g. Audibit) is used
 
3.1.2 Software Requirements

Before you install Alcatel PIMphony, your computer must meet the
following software requirements:

· Any of the following operating system platforms:
  - Windows 2000 Professional
  - Windows NT 4.0 SP3 Workstation (SP4 for PIMphony IP Edition)
  - Windows 95 for PIMphony Standard Edition only
  - Windows 98
  - Windows 98 2nd Edition
· Microsoft Internet Explorer v4.01 or later is strongly recommended
  for HTML on-line help support

For PIMphony IP Edition:
· IP connection to PABX (through LAN or Modem)

3.2 Installing Alcatel PIMphony

Insert the CD-ROM.
If the installation setup does not start automatically,
run the 'setup.exe' program from Windows Explorer.
Follow instructions on the screen.

3.3 Post installation

We recommand to do a full synchronisation with the PIM
(Outlook 97/98 only).

If you start PIMphony and the connection to the terminal cannot
be established (PIMphony icon remains red), there can be two reasons:
- another application uses TAPI during the installation:
  you have to close and restart this application.
- a Windows service uses TAPI:
  you have to shutdown and restart this service or to reboot the computer


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4. TIPS & TRICKS
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This section provides some hints for an even better usage of
Alcatel PIMphony:

4.1 - Common

· If PIMphony does not display correctly dialed numbers, this way come from a PABX
  configuration problem.
  For example, when you dial on your set an external number composed
  of <outside access prefix> <external number> and the outside access
  prefix appears on the set display, you have an invalid PABX configuration.
  To correct, in the PABX numbering plan, you must 'absorb' the outside
  access prefix (TMN field).

· If the dial by name feature seems not to run correctly for
  one or more contacts, check the following points:
  - searched name appears in the correct field of a
    PIM contact.
  - associated contact has at least one phone number

· Short Dial:
  Some applications (e.g. Outlook, Word, ..) support the Short Dial
  function simply by:
  - number selection
  - and Short Dial key combination
  Other applications require also a 'Copy' after number selection.

· If your set is member of a group and PIMphony does
  not show incoming group calls, you need to configure the PABX
  to operate in mode "Group Call by setup"
  (PABX Read/Write flag GrpCallWSig must be set to 0).

· If you use the dial feature of the PIM, be sure that in
  the PIM telephony configuration options, you use the line "ALCATEL_*".
  Your calls will then be monitored by PIMphony.
  However, we recommand to dial from PIMphony.

· When you change the PIM driver, you must re-run the popup wizard
  to make it run correctly.

· PIMphony on Alcatel A4400.
  PIMphony Standard Edition is compatible with Alcatel A4400.
  The application can be installed behind A4961 (SPI 1st party) or behind a TAPI
  server. In this last case, we recommand to declare only one line per user so that
  PIMphony starts with that line and requires no other configuration on the PC client.

· If you manually remove and install again the Alcatel TAPI Service Provider
  in the Telephony Control Panel, you will not retrieve the full functionality
  of PIMphony.
  This is because the Alcatel TAPI Service Provider removes some registry keys
  that have been installed by PIMphony.
  To retrieve the full functionality, we recommand to re-install PIMphony.

· Supervision of subscriber calls.
  By default, PIMphony does not show supervised subscriber calls.
  This behavior can be modified by a key in the registry:
  [HKEY_LOCAL_MACHINE\SOFTWARE\Alcatel\TSpi_4200\Provider] "SupervCall = 1"
  Two command files are provided for easy modification of the registry:
  superv_add.reg, superv_remove.reg.
  On Windows 95, the file uaspi.ini must be modified in the following way:
  [CONFIG]
  SupervCall=1	# activates supervision of subscriber calls
  SupervGroup=0	# de-activates supervision of group calls
  It is not possible to start a new call when a supervised call is
  shown on PIMphony.

· Supervision of group calls.
  By default, PIMphony shows supervised group calls.
  This behavior can be modified by a key in the registry:
  [HKEY_LOCAL_MACHINE\SOFTWARE\Alcatel\TSpi_4200\Provider] "SupervGroup = 0"

· It is possible to open a contact card on transfer for incoming calls.
  Be sure the criteria "each call" is selected in the popup configuration.

· In some rare countries, TAPI modifications must be installed to reflect
  the current national dialing rules (e.g. Italy, Spain).
  Please check directory support on the CD.

4.2 - Outlook

· For a perfect integration with PIMphony, please respect the
  following rules:
  - name format in a contact:
    <first name> <last name> in field 'Full name'
  - phone number format in a contact:
    <Microsoft canonical format> for external numbers
    <number> for internal numbers
  - fields used for phone numbers and search order:
    Business, Business2, Home, Home2, Assistant, Mobile, Car
    Primary, Callback, Company, ISDN, Business Fax, Home Fax
    Other, Other Fax, Pager, Radio, Telex, TTY/TDD
  - PIM supports multiple contact cards open simultaneously:
    yes
  - Location of a new contact created by PIMphony:
    in the default personal folder .pst, in the 'Contact' folder
  - Synchronization required when adding/deleting/modifying a contact:
    Outlook 2000:  none (synchronization is automatic)
    Outlook 97/98: incremental synchronization
                   or PIMphony restart
  - PIM state when starting PIMphony:
    not relevant (Outlook object is started by PIMphony)
  - actions required when changing the contact folder selection:
    Outlook 2000:  quit PIMphony, quit Outlook 2000, restart PIMphony
    Outlook 97/98: do a full synchronization

· If all phone fields are empty, the dial-by-name will not select
  the associated contact.

· If the dial by name feature seems not to run correctly for
  one or more contacts, check that Outlook has no
  reference on an invalid .pst file. To do so, select each
  folder containing 'Personal Folder'. If Outlook displays
  an error, the dial-by-name feature and the Popup feature
  will not work.
  Correct, by deleting the invalid folder.
  If it is still not working, do a full synchronization.

· Outlook 97/98 only:
  If you move contacts or directories containing contacts,
  Outlook changes its internal contact identifiers. 
  The result is that dial-by-name or automatic popup no longer
  works. Start a full synchronization to correct everything.

· It is recommended to enter all external phone numbers in Outlook
  in the canonical format.
  Refer to Microsoft documentation for more details on
  canonical format.
  Example of canonical format for France:
  - dialable number:  0388677700
  - canonical number: +33 (3) 88677700

· If you delete a personal folder (.pst) in Outlook,
  you must re-run the PIM folder selection window and validate
  with OK to no longer taken into account contacts in
  the delete folder.

· If you delete a contact, you must also delete it in the
  'Deleted items' folder if you want this contact no longer
  be seen by PIMphony.
  Outlook 97/98 only:
  a incremental synchronisation is necessary after this.

· Journaling in the contact card is done automatically by Outlook
  (if configured) when writing in the main journal.
  But this is only possible with contacts in the default folder contact
  (Microsoft Outlook limitation).

4.3 - Goldmine

· For a perfect integration with PIMphony, please respect the
  following rules:
  - name format in a contact:
    <last name> <first name> in field 'Contact'
  - phone number format in a contact:
    <dialable number> for external and internal numbers
  - field used for search by phone number:
    Phone1
    Phone number fields used with dial-by-name:
    Phone1, Phone2, Phone3
  - PIM supports multiple contact cards open simultaneously:
    yes
  - Location of a new contact created by PIMphony:
    in the current database
  - Synchronization required when adding/deleting/modifying a contact:
    none (synchronization is automatic)
  - PIM state when starting PIMphony:
    not relevant (PIM is started by PIMphony, but must remain active)

· On Windows 95, if you want to dial from Goldmine, add the following
  lines in the file uaspi.ini located in the Windows directory:
  [CONFIG]
  MediaDataModem=1
  
· If you want to dial from Goldmine, it is mandatory that you set
  the following option in Goldmine:
  menu 'Edit/Preferences':
  field 'Modem' must be set to 'Dial number as entered' (and not
  to 'TAPI format').
  Moreover, if you create manually a new contact, the phone numbers
  you enter must be directly dialable, i.e. must include
  outside access prefix, area code, ...
  They must not be in TAPI canonical format.

· When using contact card poping with Goldmine, we recommand not minimizing
  Goldmine because in this situation Goldmine will open but the contact
  card is hidden and you must use the 'Cascade' display option to find it.

4.4 - Act!

· For a perfect integration with PIMphony, please respect the
  following rules:
  - name format in a contact:
    <first name> <last name> in field 'Contact'
  - phone number format in a contact:
    <Microsoft canonical format> for external numbers in field 'Phone'
    <number> for internal numbers in fields 'Ext'
             and <Microsoft canonical number> in field 'Phone'
  - fields used for phone number resolution:
    only indexed fields in the following list:
    Phone, Ext, Mobile, Home, Alt
  - PIM supports multiple contact cards open simultaneously:
    no
  - Location of a new contact created by PIMphony:
    in the current database
  - Synchronization required when adding/deleting/modifying a contact:
    none (synchronization is automatic)
  - PIM state when starting PIMphony:
    not relevant (PIM is started by PIMphony)

· Act! searches only phone numbers in indexed fields.
  By default, only field 'Phone' is indexed.
  If you specify a phone number in field 'Ext', you must
  index it (Menu Edit / Define / Advanced).

· Act! stores only canonical phone numbers in the 'Phone' field.
  If you want to store internal phone numbers, you have to store
  them in the field 'Ext'.

· When starting, PIMphony starts first Act! (if necessary).
  But when the Act! database cannot be opened automatically
  (for example, when you set the Act! Reminders for database
  maintenance), the synchronization between PIMphony and Act! cannot
  be done.
  In this case, you have to restart PIMphony after the Act! has
  been opened.

4.5 - Access

· If you want to connect to an Access 2000 database, you must first
  install Access 2000 on your computer.

· In an Access database, the phone numbers may be stored either:
  - in canonical format: +xx yyyyyyy without any non numeric character
  - or in dialable format including the outside prefix.

4.6 - Settings

· For PIMphony IP, you should check the following Volume Control settings
  for a good voice quality:
  - in Volume Control mode:
    - mute the microphone to avoid local echo
    - adjust the Wave volume
    - adjust the general Volume Control
  - in Recording Control mode:
    - select microphone and adjust the volume
    - mute (or de-select) all other devices
    - do not amplify the microphone if this option is available
      in the Advanced settings

· With PIMphony IP, if you have a bad audio quality or a strange audio behavior,
  be sure you use the latest audio driver available for your computer
  (you can find it on the web site of your computer manufacturer).
  In most cases, an up-to-date audio driver solves all audio problems.


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5. TECHNICAL NOTES
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· The field 'Duration' in the call log is computed by PIMphony and not retrieved
  from the PABX.
  Thus, the value in the field 'Duration' may be slightly different from the
  value used by the PABX to compute the metering tickets.

· PIM popup examples are provided on the CD.
  This examples are only for information and are not supported.


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6. KNOWN ISSUES
---------------

Here is a list of Alcatel PIMphony known issues.

6.1 - Installation / Configuration

· On Windows 95, if the PIMphony installation requires to reboot
  the PC, you may get, in seldom cases, the following error message:
      While initializing device IOS :
      Error : An I/O subsystem driver failed to load.
      Either a file in the ./iosubsys subdirectory is corrupt,
      or the system is low on memory.

  This is a known bug from Microsoft referenced:
  Err Msg: "IOS Failed to Initialize" on Boot
  Last reviewed: September 25, 1998
  Article ID: Q157924

  To avoid the problem, rename "smartdrv.exe" into "smartdrv.old".
  For details, please refer to the Microsoft bug reference.

· If, for some reason, the installation program cannot install and
  configure the TAPI Alcatel Service Provider automatically,
  you can do it manually:

  How do I manually install Alcatel Service Provider?

   1. Click on Start Menu -> Settings -> Control Panel -> Telephony ->
      Telephony Drivers -> Add...
   2. Select "Alcatel 4200 TSPI" and click on Add

  How do I configure Alcatel Service Provider?

   1. Click on Start Menu -> Settings -> Control Panel -> Telephony ->
      Telephony Drivers -> Configure...
   2. Select the Serial communication port (COM Port) and the Error
      message language

· If you get a PC crash on Windows 95 while configuring the 
  Alcatel Service Provider, this may result from an IRQ conflict
  of the serial ports.
  To avoid this, you must correct the conflict:
  1. Click on
     Start -> Settings -> Control Panel -> System -> Device Manager -> Ports
  2. Check the IRQ of the "Communication Ports"
     (in "Communication Ports" -> Resources)
  3. If a conflict exists, change the configuration with the help of
     "basic configuration"

· On Windows 95, if you get a "Divide by Zero" error message when
  using PIMphony, this could come from a problem in your video card
  driver when switching between applications.
  Be sure you have installed the latest Windows 95 driver available
  for your video card.
  You can also try to reduce the hardware acceleration optimization in
  Start -> Settings -> Control Panel -> System -> Performance ->
  Graphics -> Hardware acceleration

· After installing PIMphony (and the new Alcatel Service Provider),
  the application 'ConfortDial' (that uses the new Alcatel Service
  Provider) crashes when the user opens its journal.
  The problem is in the 'ConfortDial' application.

6.2 - User Interface

· On Windows 95, if the PIMphony icons are badly displayed or not drawn
  at all, this could come from a problem in your video card driver.
  To avoid that:
  - either do not start simultaneously several applications at the same
    time with PIMphony
  - either install the latest Windows 95 driver available for
    your video card

· In 640x480 display mode, the phone bar does not completely fit onto
  the screen.

· You cannot display any content in a PIMphony help (aochelp.chm)
  if Content Advisor is set to not display unrated content. 
  To view PIMphony Help contents, click View, Options,
  click the Security tab, and then click Disable Ratings

· Printing selected text from an PIMphony Help page is not supported
  by Internet Explorer 3.02.

· Highlighting of results from a full-text search is not supported
  by Internet Explorer 3.02.
  Internet Explorer v4.01 or later is recommanded.

6.3 - Features

· Forwarding on no answer to an external destination may not work
  on some PABX versions.
  Be sure you have the latest PABX version.

· Name presentation of incoming supervised calls is not supported.

· If you experience problems with PIMphony and you have a
  CPU consuming screen saver, we recommend to replace it with
  a simple 'Blank Screen' screen saver.

· As there is always a dialog between PIMphony and the Alcatel telephone
  through the serial link, it is recommanded not to use the power saving
  mode to avoid to break the link.

6.4 - PIM

· Popup configuration:
  only one action can be executed on one phone event.
  For example, this means it is not possible to have both:
  - open contact
  - store in journal
  on an incoming phone call

· PIMphony is not able to communicate with Act! on Windows 95
  (error "AOCphone caused an invalid page fault in module OLE32.DLL").
  This is due to a problem in ole32.dll.
  Either upgrade this file (must be version > 2.1) or install
  Internet Explorer 4.0 which upgrades this dll.

· If the dial by name and identification features do not work (Outlook)
  or if you get the following error
  "Run-time error '429': ActiveX component can't create object",
  you may have an Office Automation problem, referenced by Microsoft
  under ID Q244264.
  This error occurs when the requested Automation object could not be 
  created by COM, and is therefore unavailable to Visual Basic.
  The error is typically seen on certain computers but not others.

  Windows NT 4.0 has a known problem with starting Automation servers that
  live in a folder that contains an embedded space in the name, and/or
  resembles another folder whose first 8 characters are identical. For
  example, a server living in C:\Program Files\Outlook may fail to 
  start during a call to CreateObject if there is another folder on the system
  called C:\Program Stuff\Outlook. An easy way to avoid that is to
  re-install the server (e.g. Outlook) under a different folder name.

· With Goldmine, and on a slow PC, you may experience character loses
  when dialing quickly in the dial-by-name field.
  This is a Microsoft Windows bug identified by ID: Q102576.
  There is no known workaround except typing characters more slowly
  or using a faster PC.

· In Outlook, when you have two contacts with the same phone number
  but one in canonical format and the other in dialable format, only
  the contact with the canonical number is opened.

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7. TECHNICAL SUPPORT
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If you encounter a problem, please contact your dealer.