Difference between revisions of "WorkMan Agent 3 - Help"

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== About ==
 
== About ==
  
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'''Please note that this help might not correspond to the latest version of WorkMan Agent 3.'''
  
 
== Overview ==
 
== Overview ==
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To bring up the main window double click on the trayicon:
 
To bring up the main window double click on the trayicon:
 
   
 
   
 
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[[File:wma3_trayicon.png]]
 
   
 
   
 
The main window displays the upcoming meetings and the next appointment is loaded at the bottom with more information about the meeting.
 
The main window displays the upcoming meetings and the next appointment is loaded at the bottom with more information about the meeting.
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[[File:wma3_app.png]]
  
 
=== Toolbar ===
 
=== Toolbar ===
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Hangup button - Hangs up active call
 
Hangup button - Hangs up active call
 
Configure button - displays the popup menu containing configuration, help et.c.
 
Configure button - displays the popup menu containing configuration, help et.c.
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[[File:wma3_toolbar.png]]
  
 
=== Next meeting ===
 
=== Next meeting ===
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Depending upon your configuration either the complete Window is displayed or the baloon hint.
 
Depending upon your configuration either the complete Window is displayed or the baloon hint.
 
   
 
   
 
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[[File:wma3_nextmeeting.png]]
 
   
 
   
 
   
 
   
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The application adds them in the order from subject, location and last the messagetext which should make more relevance to what is correct meetingnumber.
 
The application adds them in the order from subject, location and last the messagetext which should make more relevance to what is correct meetingnumber.
 
   
 
   
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[[File:wma3_nextmeeting_dial.png]]
  
 
   
 
   
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Enter the server that you have been assigned to.
 
Enter the server that you have been assigned to.
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[[File:wma3_cfg_accounts.png]]
  
 
=== Calendar ===
 
=== Calendar ===
  
Microsoft Outlook
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==== Microsoft Outlook ====
 
   
 
   
 
Check for update mins reads the appointments from Outlook at this interval. Per default is 60 minutes but it can be configurable.
 
Check for update mins reads the appointments from Outlook at this interval. Per default is 60 minutes but it can be configurable.
 
Enable polling of calendar decides if it should integrate with Outlook or not. This is enabled per default.
 
Enable polling of calendar decides if it should integrate with Outlook or not. This is enabled per default.
 
   
 
   
Google Calendar
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==== Google Calendar (not implemented yet!) ====
 
   
 
   
 
Private URL is a special URL that provides you with a private link to your calendar.
 
Private URL is a special URL that provides you with a private link to your calendar.
 
Check for update mins reads the appointments from Google at this interval. Per default is 60 minutes but it can be configurable.
 
Check for update mins reads the appointments from Google at this interval. Per default is 60 minutes but it can be configurable.
 
Enable polling of calendar decides if it should integrate with Google calendar or not. This is disabled per default.
 
Enable polling of calendar decides if it should integrate with Google calendar or not. This is disabled per default.
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[[File:wma3_cfg_calendar.png]]
  
 
=== Hotkeys ===
 
=== Hotkeys ===
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These are hotkeys that are active globally to entire Windows. Choose them carefully since if other applications are using them they might not work properly.
 
These are hotkeys that are active globally to entire Windows. Choose them carefully since if other applications are using them they might not work properly.
 
They are quite easy to understand and the only special is "Paste Phonenum Key" which pastes an incoming call's callerid to the active application.
 
They are quite easy to understand and the only special is "Paste Phonenum Key" which pastes an incoming call's callerid to the active application.
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[[File:wma3_cfg_hotkeys.png]]
  
 
=== Conference Buddy ===
 
=== Conference Buddy ===
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For meetings with phonenumber you can optionally have Auto-dial phonenumber that dials the first detected phonenumber in the list.
 
For meetings with phonenumber you can optionally have Auto-dial phonenumber that dials the first detected phonenumber in the list.
 
Auto-dial DTMF is not available in the first release of WorkMan Agent 3.
 
Auto-dial DTMF is not available in the first release of WorkMan Agent 3.
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[[File:wma3_cfg_confbuddy.png]]
  
 
=== Internet Explorer ===
 
=== Internet Explorer ===
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Click to dial monitors Internet Explorer and adds the "Default Ring Text" to numbers it detects. The checkbox "Enable click to dial (callto://) in Internet Explorer" turns this feature on or off.
 
Click to dial monitors Internet Explorer and adds the "Default Ring Text" to numbers it detects. The checkbox "Enable click to dial (callto://) in Internet Explorer" turns this feature on or off.
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[[File:wma3_cfg_msie.png]]
  
 
=== Dialling rules ===
 
=== Dialling rules ===
  
 
"Prompt on outbound call" triggers a dialog to make sure that it's OK to dial outbound calls.
 
"Prompt on outbound call" triggers a dialog to make sure that it's OK to dial outbound calls.
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[[File:wma3_cfg_diallingrules.png]]
  
 
=== Callto ===
 
=== Callto ===
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This is the last page. Click OK to save changes.
 
This is the last page. Click OK to save changes.
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[[File:wma3_cfg_callto.png]]
  
 
== API ==
 
== API ==

Latest revision as of 11:31, 21 June 2013

About

Please note that this help might not correspond to the latest version of WorkMan Agent 3.

Overview

Usage

To bring up the main window double click on the trayicon:

Wma3 trayicon.png

The main window displays the upcoming meetings and the next appointment is loaded at the bottom with more information about the meeting.

Wma3 app.png

Toolbar

The toolbar contains the following from left to right:

Input text - enter numbers here manually and click on dial button (or ENTER) to dial. Dial button - dials numbers Send DTMF - sends DTMF to current call, requires that a call is available that can handle DTMF Answer button - Answers incoming call Hangup button - Hangs up active call Configure button - displays the popup menu containing configuration, help et.c.

Wma3 toolbar.png

Next meeting

Depending upon your configuration either the complete Window is displayed or the baloon hint.

Wma3 nextmeeting.png


If the complete window is displayed then there is additional dial / send DTMF input at the bottom. Since a meeting can contain multiple numbers this adds the numbers that are available. The application adds them in the order from subject, location and last the messagetext which should make more relevance to what is correct meetingnumber.

Wma3 nextmeeting dial.png


Send DTMF can only be performed when there is an active call so wait until you hear the voice to input the code. You might have to add an additional # depending upon what conferencesystem the meeting is on.

Configuration

Accounts

This is the page where you add your account information. SaaS-account is the Username/Password you have received through Jamcracker/JSDN (this feature is unavailable in the public beta).

In the Broadworks Account you enter your Username. The password is entered by clicking on the button with ... and then inputting the password. The password is encrypted and saved in the user's registry.

Enter the server that you have been assigned to.

Wma3 cfg accounts.png

Calendar

Microsoft Outlook

Check for update mins reads the appointments from Outlook at this interval. Per default is 60 minutes but it can be configurable. Enable polling of calendar decides if it should integrate with Outlook or not. This is enabled per default.

Google Calendar (not implemented yet!)

Private URL is a special URL that provides you with a private link to your calendar. Check for update mins reads the appointments from Google at this interval. Per default is 60 minutes but it can be configurable. Enable polling of calendar decides if it should integrate with Google calendar or not. This is disabled per default.

Wma3 cfg calendar.png

Hotkeys

These are hotkeys that are active globally to entire Windows. Choose them carefully since if other applications are using them they might not work properly. They are quite easy to understand and the only special is "Paste Phonenum Key" which pastes an incoming call's callerid to the active application.

Wma3 cfg hotkeys.png

Conference Buddy

This is the prime feature of WorkMan Agent 3 and it's calendar integration. Alert minutes before is the time for when the alerts below will be triggered. Depending if there has been detected a number or not with the meeting two various action can occur. Alert method are following:

  • Popup Window - open up the WorkMan Agent window (best when having phonenumbers)
  • Show Baloon Hint - shows a small hint in the tray to alert about a meeting (best when there is no phonenumber)
  • None - don't do anything

For meetings with phonenumber you can optionally have Auto-dial phonenumber that dials the first detected phonenumber in the list. Auto-dial DTMF is not available in the first release of WorkMan Agent 3.

Wma3 cfg confbuddy.png

Internet Explorer

This describes various ways to integrate with Internet Explorer.

Microsoft Internet Explorer Browser Popup

Not available in the first release of WorkMan Agent 3 but will allow you to pop up Internet Explorer browser automatically.

Microsoft Internet Explorer click to dial

Click to dial monitors Internet Explorer and adds the "Default Ring Text" to numbers it detects. The checkbox "Enable click to dial (callto://) in Internet Explorer" turns this feature on or off.

Wma3 cfg msie.png

Dialling rules

"Prompt on outbound call" triggers a dialog to make sure that it's OK to dial outbound calls.

Wma3 cfg diallingrules.png

Callto

Callto allows WorkMan Agent to handle all callto:-events in Windows e.g. if a page already has callto set, MSIE-integration is enabled, other browserplugins that triggers callto has been enabled et.c. This can also come from applications that launches an application with callto://-command (see API for more information).

This is the last page. Click OK to save changes.

Wma3 cfg callto.png

API

Callto

Trigger callto://<number> through Shellexecute and WorkMan Agent dials the number. This can be tried easliy using Start - Run and then enter callto://1234

Commandline

TODO

Automation / Active X

TODO