In conjunction with the CTI Client 3.x, a presence management, and LED monitoring is supported by groups. The advantage is that the groups can be configured in the server. At CTI Client side a group is link only once in time - subsequent changes in the group are then automatically transferred.


Configuration

Requirements

In the CTI Server user-based clients should be configured with:

  • Name, first name
  • Main TAPI device
  • possibly e-mail address
Configure group

Under "Groups" a new group is to create and provided with permissions. As permission, you can specify, for example, whether the calls with or without a phone number to be displayed.

Then add the clients, you want to manage in the group. Direct only clients can be added to a group, but no TAPI devices. The clients associated TAPI devices are monitored indirectly.

If you want to include a TAPI device in a group, you can create a "Client without login" and assign the TAPI device to it. The Client can then be added to the group.

Configuring CTI Client side

A group can be linked in the CTI Client as a speed dial panel. The speed dial panel displays the status of all clients in this group (monitoring).

The integration of the group can be done via [Menu > Options > Speed Dial > Link CTI Server Group panel].

Hint: In the CTI Client must CTI Server plugin must be active: [Menu > Options > Customize > Components and Plugins > CTI Server].

For more information, refer to the CTI Client Help [Menu > ? > Help > Monitoring / presence management].


Presence status import via CSV file

From CTI Server version 1.2.022, a presence status import via CSV file is supported. The PrmImport.csv file can be created by an external application to set the presence status of the CTI Clients.
The "PrmImport.csv" file must be saved in the CTI Server configuration directory under "prm". See: [CTI Server Management > CTI Server > Status > Open configuration directory...]

Columns of the CSV file
ID Should contain a unique record ID
Client Name of the client in the CTI Server.
State Internal status ID of the CTI Server (see next section "Status IDs"). The status ID also determines the status icon.
Activity This column is currently (11/07/2018) not used. Internal activity ID of the CTI Server (describes the status in more detail).
StartTime Status start time. If not set, the status is set when the CTI Server is started.
EndTime Status end time. If not set, the status does not expire (until the user resets the status to Available).
Info Brief information displayed on the speed dial buttons or in the tooltip.
Caption Not currently in use. The label is derived from the status ID.
CallForward May contain a phone number for call forwarding. A "Do Not Disturb" is then activated for the user phone on "dnd".
SetBy Information visible to the user about who set the status. This information is visible in the status configuration dialog on the CTI Client side.

Status-IDs
0=AVAILABLE available
1=LOGGEDOUT logged out from CTI Sever
2=AWAY away
3=BRB Be Right Back
4=PAUSE Pause (Lunch, Coffee, ...)
5=BUSY busy; working
6=MEETING in a meeting
7=OFFWORK not ready to work (vacation, sick...)
8=EXTWORK out of the house (field service, business trip ...)
9=DND Do Not Disturb
10=HOLIDAY Holiday
11=MSG Other Status with Message
Comments:
  • In order to use CallForward/DND, it must be supported by the TAPI driver.
  • The CTI Server checks every 15 minutes whether the "PrmImport.csv" has been changed (time of the new file) and then reads it in again.
    • You can set a faster check interval in the "server\server.ini" file:
      [Customize]
      PrmImportReloadInterval_min=1
    • If you make manual changes to the "server.ini" file, the CTI Server service should be stopped.
  • When a status becomes active based on the start time, it is transmitted to the client. So the end time is saved by the client.
  • When such client status expires based on the end time, the client restores its previous status ("Available" or "Other status").
Example data:
  • Mr. Schmidt will be in a meeting from November 1, 2018, 10:00 a.m. to November 1, 2018, 11:00 a.m. and needs a call forwarding to 208 during this time.
  • Mr. Müller is on vacation from November 3rd, 2018 to November 18th, 2018.
  • Mr. Foerster does yoga training every day from 2:00 p.m. to 2:50 p.m. and the phone should switch to DND during this time.

ID;Client;Status;Activity;StartTime;EndTime;Info;Caption;CallForward;SetBy
0;schmidt;6;0;2018-11-01 10:00;2018-11-01 11:00;Meeting;Caption;208;Outlook-Calendar
1;mueller;10;0;2018-11-03 00:00;2018-11-18 23:59;Holiday;Caption;;Outlook-Calendar
2;foerster;4;0;2018-11-03 14:00;2018-11-03 14:30;Yoga;Caption;dnd;Outlook-Calendar