Xtelsio CTI Client Setup for use with the ProTalk PBX range
Xtelsio CTI client is an application for controlling your phone from a PC. Most typical uses are click-to-dial (from applications such as Outlook and ACT) and screen pop-ups for incoming calls. For more information, go to the Xtelsio website: www.extelsio.com.
This document details the installation process for use with ProTalk PBXs but it will also be useful for use with any Asterisk PBX. The client software needs to be installed on every PC it is to be used on, only Microsoft Windows is supported at this time!
- From the Xtelsio website download the trial version of the standard/professional version of the CTI client. A paid for license can be added later on if you decide to purchase the software.
- Run the install program and select the options applicable to you. If you require click to dial from ACT make sure you select the Professional version of the software during the install.
- Also during the install, select the Outlook plugin and TAPI connector. It's also a good idea to select the "show application in tray only when minimised" option as it's not selected by default.
Otherwise the installation process is straight forward.
- Start up the Xtelsio CTI client software.
- Go into the options menu and select "options". Go into the "TAPI-Devices" tab and click add. Select "VoIP", "Asterisk Line 1" and "Device Config".
- In the device config box, the IP address is the address of the ProTalk/Asterisk PBX, the port should stay as 5038 unless you have knowingly changed the port the Asterisk Management Interface is running on. The username and password are probably both "AstTAPI", this is case sensitive. You can check these by web browing to the ProTalk PBX, going into the Advanced menu in the Server Config. Edit the file called "manager_custom.conf" and you should find a section in there headed [AstTAPI] which contains the password. Make sure this section isn"t commented out with semi-colons.
- Now click on "connect" and "login", then "OK". You should see the message "Connected and Logged In" if all is well.
- On this same screen, in the "Asterisk TAPI Device" section, in the box labeled "Channel", type SIP/ followed by the local extension number of the phone next to the PC currently being configured. For example, if the phone belonging to the user of the PC you are configuring is 213, enter "SIP/213" in the channel box. Also put the person"s display name into the "Your Name" box. Click OK.
- Click "Select TAPI Device".
- Go back into "options", "TAPI Devices" and select "Dial Settings" and "PBX". Untick the box labelled "PBX" so that the software doesn"t try to re-format numbers dialled.
- That"s it for the Xtelsio config so minimise the application.
Outlook Plugin Configuration and Usage
- Open Outlook and make sure the extra Xtelsio plugin toolbar has appeared under the usual Outlook toolbar.
- Go into contacts, right click a contact and select "Call Contact".
- The first time you do this you need to tell Outlook to use the Xtelsio plugin and not a local modem or other device to make the call. To do this click "Dialling Options", and select the "CTI Client..." device. This should stay selected as default.
- Click "Start Call..." and the IP phone should ring. When this is answered, the PBX will place the call to the destination number.
- When a call comes into the local IP phone, an Xtelsio popup should appear on the screen with the incoming caller ID displayed.
ACT! Plugin Configuration and Usage
Using the Xtelsio software, it is possible to click-to-dial from ACT! and ACT! will auto select a contact record based on the caller ID of an inbound call. This has been tested with ACT! version 6.
- The "CTI Client TAPI-Connector" must have been installed during the Xtelsio install process for this to work.
- Open ACT! and click "Edit", "Preferences" and select the "Dialler" tab.
- Tick "Use Dialler" and make sure "modem or line" has the CTI Client selected. Also tick "lookup contact using caller ID" if this feature is required.
- Now when you have a contact with at least one phone number entered, click the "Dial Phone" icon to place a call to that contact.
- When a call comes into the local phone, ACT! will automatically jump to the contact record for if it finds the Caller ID in one of the contacts (if the feature was selected earlier on).