APPOINTMENT REMINDER QUICK INSTALLATION GUIDE

Agenda

Chapter 1 - Installing and Licensing Appointment Reminder

Chapter 2 - Configuring Appointment Reminder

Chapter 3 - Configuring PBX

INSTALLING AND LICENSING

APPOINTMENT REMINDER

Chapter 1

Installation

System Requirements

Panasonic KX-TDE/ NCP/ NS

Operating System – Windows Server 2008, Windows Server 2012

CPU – Intel® Core™ 2 Quad at 2.83 GHz

RAM – 3 GB

HDD – 100 GB free disk space

Installation

Copy the ApptReminder.exe on the Host PC where it will be installed.

By running the ApptReminder.exe file you will also install the Poltys SIP

IVR application. All you have to do is to follow the installation wizard.

Licensing

Licensing Appointment Reminder

Go to Start | All Programs | Poltys | Poltys IVR menu and choose the Licensing option. The

License window displays.

Click on Copy button in order to copy the Authentication Key into the clipboard.

Licensing

Licensing Appointment Reminder (cont’d)

With the purchase of the product from Poltys, an Activation Code is provided to the

Dealer who can use it to activate the license himself or pass it to the end user if the

end-user does the licensing

Go to the Poltys Licensing Portal and validate the license

From any browser go to https://licensing.poltys.com and enter the Activation Code

Enter the Activation Code

Enter Activation Code

Licensing

Licensing Appointment Reminder (cont’d)

Enter the Server Authentication Key copied from the Licensing configuration

window

Click on the Get License Button

Licensing

Licensing Appointment Reminder (cont’d)

License key is issued

Copy the license key

Licensing

Licensing Appointment Reminder (cont’d)

Enter the license received in the Enter New License Key field

Click on the Validate button to validate the license

Installing GSM Modem

Installing SMS GSM Modem

If you plan to send SMS notifications using a SMS GSM modem, you must connect it to the

server host and install it appropriately.

• Follow the instructions provided in the GSM modem User’s Manual.

• Make sure that the modem is connected to the Appointment Reminder host computer.

• Test the GSM modem using the manufacturer's modem application.

• Click on Windows Start button and go to Control Panel | Phone and Modem option. The

corresponding window displays.

• Check that your modem is displayed in the list, e.g. ZTE Proprietary USB Modem. Write

down the COM number the GSM modem is attached to. You will need this information to

configure the modem transmission parameters in Appointment Reminder.

CONFIGURING APPOINTMENT

REMINDER

Chapter 2

Finding Out Local IP Address

Find out the network IP address of local host computer and write it down for further

reference.

1. Right click on the network icon in the Windows icon tray and select “Open Network and

Sharing Center”

2. Select “Local Area Connection”

3. Click on “Details” button

4. Write down the local IP Address for further reference

Start Config Application

Start Appointment Reminder Config application.

Configuring SIP Connection Parameters

Appointment Reminder connects to Panasonic PBX via a compact range of SIP

Extensions.

SIP Parameters

• PBX IP – The IP Address of the Panasonic IP-PBX.

• PBX SIP Port – The SIP port of the Panasonic IP-PBX.

• Local IP – The local IP Address of the server.

• Gateway – The IP Address of the gateway in the network.

• SIP First Extension – The first SIP extension number in the compact group used in the PBX for

outbound calling. The SIP extension shall match the extension group configured in the IP-PBX.

• SIP Extensions Count – The number of SIP extensions used in the PBX for outbound calling.

• PBX Type (NS1000/TDE/NCP) – The Panasonic PBX type. Field is case sensitive.

• SIP Register Before (true/false) – Toggle ON/OFF the registration of Appointment Reminder SIP

extensions before making calls. Field is case sensitive.

• Retry Count – The maximum number of retries to connect to an outbound destination.

• Retry Time (minutes) – The time after which an outbound destination is redialed because it didn’t

answer or busy.

• Trunk Selection Prefix – The outbound prefix which is dialed to seize a PBX outside trunk. The

prefix shall match the one configured in the IP-PBX.

• Cancel Destination – If the customer cancels the appointment, you may provide a destination to

be notified in that case.

• Transfer destination if Cancel Destination Type (CALL/EMAIL/SMS) is CALL, e.g. 200. In

this case, the customer will be transferred to a live agent.

• Destination Email address if Cancel Destination Type (CALL/EMAIL/SMS) is EMAIL. In this

case, the destination Email address will receive a notification message.

• GSM phone number if Cancel Destination Type (CALL/EMAIL/SMS) is SMS

• Cancel Destination Type (CALL/EMAIL/SMS) – Specify the type the information the Cancel

Destination field contains. Field is case sensitive.

Fill in the following parameters in Configuration tab.

Click on Apply button for changes to take effect.

Configuring Email Parameters

Appointment Reminder can send emails to predefined destinations.

Email Parameters

• Outgoing Email Server Address – The name or the IP address of the SMTP server where you hold

a mail account (e.g. smtp.poltys.com).

• Outgoing Email Server Port - The SMTP port number used to send Emails.

• From Address – The Email address of the current account (e.g. apprem@poltys.com).

• Use SSL – Toggle ON/OFF secure Email transmission. Field is case sensitive.

• Server Requires Authentication – Toggle ON/OFF the POP3 authentication.

• Account User – The name of the Email account (e.g. apprem@poltys.com).

• Account Password – The password of the Email account. Field is case sensitive.

Configuring SMS Parameters

Appointment Reminder can send SMS text messages to predefined destinations

using GSM Modem or SMS Gateways.

GSM Modem Parameters

SMS Gateway Parameters

GSM Modem Parameters

• COM Port – The serial port number the external modem connects, e.g. COM1, COM2, etc. Field is

case sensitive.

• Connection Speed – The data connection speed in bits per second.

• Data Bits – The number of data bits used in the data connection.

• Parity – Enable Even/ Odd parity checking. Field is case sensitive.

• Stop Bits – The number of stop bits used in the data connection.

• Flow Control – The protocol flow used in data connection.

• Response Timeout (s) – The time interval in seconds the application waits for a response from the

GSM modem.

CONFIGURING PBX

Chapter 3

Configuring Panasonic IP-PBX

Appointment Reminder appliance connects to Panasonic PBX via a compact range of Third party SIP

Extensions.

Configure the SIP extensions range to be used with Appointment Reminder using Panasonic Maintenance

Console.

(1) Install the virtual card for Poltys appliance (Third Party SIP Extensions)

Select “V-SIPEXT32” card on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot ->

Virtual menu)

1. Select V-SIPEXT32

2. Specify the number of cards to be used.

Configuring Panasonic IP-PBX

(2) Select a Registration mode for Poltys appliance (Third Party SIP Extensions)

Select “Manual Mode” on Web-MC.

(Setup -> PBX Configuration -> 1.1 Slot -> Site Property -> Main Tab )

1. Select Manual

1. Configure a compact range of

SIP extensions.

(3) Configure the extension settings.

“Match the Extension Number and the Password” on Web-MC.

(Setup -> PBX Configuration -> 1.1 Slot -> Port Property of the corresponding V-

SIPEXT32 card )

2. Click on “Apply” button for changes

to take effect.

The Password should

be 1234

Configuring Panasonic IP-PBX

(4) Register the Poltys Appliance to the PBX.

Only connect the Poltys Appliance to the same network with the PBX.

1. Check that the IP address matches the Poltys Appliance one.

(5) Outgoing Calls settings

Allow the SIP extensions to make outbound calls.

Configuring Panasonic IP-PBX

THANK YOU!