Client Account

Here you can create and edit the settings for the clients.

Supported Client Types

In the CTI Client program, you configure the name with which you want to log in to the CTI Server under: [Options > CTI Server > CTI Server > Settings]. In the CTI Server, the Clients with the corresponding type must be created in advance.

• Client computer: The CTI Client logs on to the CTI Server with its computer name.
  • The following assigned TAPI device permissions thus refer to the computer name.
  • When the user changes his workplace, they are automatically assigned the TAPI device relative to the computer name.
  • Disadvantage: These clients are usually unsuitable for creating a speed-dial-panel / team-panel based on a client group.
• User: The CTI Client logs on to the CTI Server with the client name.
  • Windows login name: It is recommended to create the clients using the Windows login name. This makes it easier later to distribute the clients via "Generate Setup".
  • Free client name: Alternatively, the client name can be assigned differently from the Windows login name.
• User without login: This client type can only be used internally. Example: You can build a group with these clients, which is then integrated into the CTI Client instances as a speed dial panel. Thus, special speed dial panel can be maintained on the server side.
  Hint: The "users without login" do not need extra CAL licenses in the server.

Password

• In the CTI Server extra passwords should be assigned. So it should not be used the Windows login passwords.
• Generate password: The CTI Server generates a new password itself.
• [x] Transfer password to Client with next login.
  At the next client login no password check takes place, but the CTI Server transmits the password to the CTI Client, which remembers it for the following logins.
  If no password is set, a random password is generated.

Optional information

Last name, first name, telephone number, ...

This information is relevant in connection with groups that can be integrated as a speed dial panel in the CTI Client. The parameters Name, First name, E-Mail, Phone number and SIP-User-ID are used to create the speed dial panel.

• Parameter "SIP-User-ID": Pickup may require the SIP User ID instead of the phone number. Please ask your PBX admin if this information is necessary.

• The parameter "Department" is initially only for the administrator, to keep track.

Manage permissions

In the lower dialog area you have to manage the permissions of the client.

Tab [Rights]

• Main TAPI Device(s) The client can control and monitor this device. So he has all authorisations for this device.
  • If the option [Offline Journal] is activated the phone calls are logged in the sever when the client is offline. As soon as the client connects next time with the server, the logged phone calls are transmitted.
  • Special case: Automatically assign permission for local TAPI device based on computer name:
    • This feature can be used for a Terminal Server or in a client/server environment if the following conditions apply:
      • The users may change their workstation and log on to the local telephone so that their telephone number is linked to this telephone.
      • However, the TAPI devices (TAPI lines) available in the CTI Server represent the physical telephone.
    • Under [Devices], the TAPI devices must be assigned the computer name / terminal name on which the telephone is located. The corresponding configuration dialog appears by double-clicking on a TAPI device.
    • Important:
      • Under [Clients > Permissions], this Client must not be assigned a fixed TAPI device as the "main TAPI device".
      • No phone number should be entered for the client. In connection with the CTI Client Version 3.0.056 or higher, the phone number from the TAPI device is then updated live on the server group panels.
    • If the CTI Clients log on to the CTI Server with their Windows login name, the computer name is also transmitted when the login is started. The CTI Server detects whether the computer name is assigned to a TAPI device and may gives the client the appropriate TAPI device authorization. The Client application then automatically binds the TAPI device to the PhoneDialog.
• Server Journal:
  • Set read/write rights for the Server Journal.
• Group Panel Monitoring (BLF):
  A group can be integrated into the CTI Clients as a speed dial panel with BLF display. Here you can specify which TAPI devices are to feed the BLF display. Hint: Several main TAPI devices can be assigned to a Client in the Server.
  • BLF only for currently used TAPI device:
    • Only the TAPI device currently used by the CTI Client (assigned to the PhoneDialog) is taken into account for BLF.
  • BLF only for the first TAPI device:
    • Only the first TAPI device (the top one in the list of main TAPI devices) is taken into account for BLF.
  • no BLF supply by Client-SoftPhone:
    • Situation: The integrated SIP SoftPhone is used in the CTI Client. And a TAPI line (e.g. Asterisk line) is assigned to the Client in the Server, which also reacts to the SoftPhone calls.
      In this constellation, the SoftPhone also reports its calls to the server and thus there is a double signaling, which can, for example, have a negative effect on a subsequent pickup.

Tab [Monitor Rights]

• Monitor-Rights for other Devices The Client can monitor these devices by speed dial button LED. The assignment to a spee dial button must be done manually in the CTI Client.
  • With [CLIP] it is determined whether the client may also see the phone number of callers or only the state of the foreign device (free/busy).
  • With [Pickup] it is determined whether the client should receive the authorisation for "pickup phone call".
  • Hint: If several Clients should receive an identical BLF, the Monitoring/BLF via Client Group is recommended.