HiPath SimplyPhone for Outlook/Lotus Notes V4.0

Overcoming Communication Barriers

HiPath SimplyPhone● enhances personal productivity and enables employees to concentrate on activities

that generate revenue● helps optimize costs by tracking time spent on calls for a particular customer or

project ● brings fast ROI by keeping track of times chargeable to a customer or project, leading

to an increase in the number of billable hours● offers the flexibility and scalability to protect your investments.

HiPath SimplyPhone for Outlook/Lotus Notes V4.0 provides desktop telephony and call management functionality integrated with Microsoft Outlook or Lotus Notes.HiPath SimplyPhone users can click-and-dial from global or personal address books or LDAP-compatible databases. Telephone calls can also be initiated by a click of the mouse from the in or sent boxes, calendar, and journal or task folders. Client Matter Codes can be assigned to calls in order to simplify subsequent billing.The main functions of HiPath SimplyPhone for Outlook/Lotus Notes V4.0 are also avail-able as CTI extensions within HiPath Xpres-sions V4.0.

Configuration overview

Both the Outlook and the Lotus Notes ver-sions of HiPath SimplyPhone use the Mi-crosoft TAPI interface and support first-par-ty and third-party connections.A first-party connection involves physical control of the telephony device. There is no need for a special CTI server. A first-party connection, however, can control only a single TAPI line. By contrast, a third-party connection always involves a CTI server, ca-pable of controlling several TAPI lines.

Target group

HiPath SimplyPhone is the ideal tool for companies already using Microsoft Out-look/Lotus Notes groupware or HiPath Xpressions, and who are looking to further increase their productivity.The target group also includes companies who need to bill clients for telephone time, including lawyers, tax advisors, consult-

ants or marketing and PR agencies.

Benefits

HiPath SimplyPhone

● integrates telephony functions into the user’s familiar working environment, such as Microsoft Outlook, Lotus Notes, or HiPath Xpressions. This investment in the existing communications workflow leads to increases in efficiency and pro-ductivity for every individual employee, and thus to accumulated gains for the enterprise.

● speeds up project tracking, invoicing, revenue generation and cost manage-ment by automatically assigning phone calls to the appropriate Client Matter Code.

● gives "knowledge workers" simple access to common resources by enabling them to use the same address books and groupware functions regardless of whether they are working in the office or from home.

● enables you to use desktop telephony features such as conference and call transfer, to cooperate more effectively with co-workers and to increase personal productivity.

● automatically tracks phone communica-tion with customers and records billable time.

● frees up staff from the task of manual call tracking and allows them to concen-trate on revenue-generating activities.

● allows better exploitation of expensive working time by automatically tracking projects.

● protects your investment through the flexibility and scalability of the solution, backed up by the world’s largest supplier to the telecommunications market.

● gives you a fast return on investment by recording billable phone time and en-abling working hours to be exploited more effectively.

Integration into Outlook

Telephony toolbar

Search function

Dialer

Call dialog

Call reminder

Features in the Outlook version

● Call logging in configurable journal/task folders, call notes

● Initiation of calls from within Outlook folders such as personal or public con-tacts, journals, e-mails and calendars

● Assignment of calls to Client Matter Codes (CMC)

● Searches in global LDAP address books such as the Exchange Directory, MetaDi-rectory, Outlook contacts, and direct dialing from the list of search results

● Caller identification from Outlook con-tacts, global address books or MetaDirectory

● Call planning and callback list in the Out-look task list

● Marking of individual calls for callback reminder, with reminder scheduling

● Call initiation by dragging and dropping Outlook entries on the telephone icon in the system tray

● Display dialog with name and phone number of incoming call

● E-mail notification in the case of redirect-ed calls or call pickups

● Use of telephony functions such as con-sultation, call toggling, conference, transfer, callback and call forwarding

● Team Assistant featuring phone status of team members, direct call, call pickup, call transfer and set-up dialog

● Fully integrated command line in Outlook

● Context-dependent, dynamic integra-tion of telephony buttons

● Dialer● Support for canonical phone number

formats and dial pause● Telephone control (only in combination

with "Callbridge TA/TU")● Support for Windows 2000/2003, Citrix

MetaFrame XP terminal servers● Unattended installation, central

configuration● Available in the most important Europe-

an languages: English, German, Dutch, Italian, Portuguese, French and Spanish

Features in the Lotus Notes version

● Call logging in Lotus Notes documents, call notes

● Making calls from Lotus Notes views, personal and global address books, as well as from journal and e-mail databases

● Assignment of calls to Client Matter Codes (CMC)

● Searches in personal and global Lotus Notes/Domino address books, in global LDAP-compatible address books and di-rect dialing from the list of search results

● Caller identification from Lotus Notes/Domino address books and global LDAP address books

● Call planning and callback list in Lotus Notes mail and journal database

● Display dialog with name and phone number of incoming call

● E-mail notification in the case of redirect-ed calls or call pickups

● Use of telephony functions such as consultation1), call toggling, conference, transfer, callback and call forwarding1)

● Dialer● Support for canonical phone number

formats and dial pause● Telephone control (only in combination

with "Callbridge TA/TU")● Support for Windows 2000/2003, Citrix

MetaFrame XP terminal servers● Unattended installation, central

configuration● Available in the most important Europe-

an languages: English, German, Dutch, Italian, Portuguese, French and Spanish

1) depends on the telecommunications system and the telephone service provider

Integration into Lotus Notes

Actionsmenu

Search function Dialer

Call dialogTeam Assistant

© Siemens AG 05/2005Siemens Communications • Hofmannstr. 51 • D-81359 Munich

Order no.: A31002-X7000-A400-1-7629

The information provided in this document contains merely gen-eral descriptions or characteristics of performance which in case of actual use do not always apply as described or which may change as a result of further development of the products. An ob-ligation to provide the respective characteristics shall only exist if expressly agreed in the terms of contract. Printed in the Federal Republic of Germany.

Technical data

Operating systems● Windows 2000 Professional● Windows XP Professional

Terminal server operating systems● Windows 2000/2003 Terminal Server● Citrix MetaFrame XP

Server operating systems● Windows 2000 Server● Windows 2003 Server

Communication systems● HiPath 3000 V3.0/V4.0● HiPath 5000 V4.0● Hicom 300 E V3.0● Hicom 300 E US R6.5/R6.6● HiPath 4000 V1.0/2.0

Supported TAPI service pro-viders and middleware ● HiPath CAP V2.0/V3.0● HiPath TAPI 170 V2.0● HiPath TAPI 120 V2.0● HiPath Callbridge TA● HiPath Callbridge TU● HiPath Callbridge IP● HiPath Callbridge for Desktops● HiPath optiClient V5.0

Supported client/server groupware● Microsoft Outlook 2000, 2003, XP

(2002)● Microsoft Exchange 5.5, 2000, 2003● Lotus Notes 5.0x, 6.0, 6.5● Domino Mail Server 6.5, 6.0, 5.0

Languages● German● English (US)● French● Spanish● Dutch● Italian● Portuguese● Brazilian Portuguese

Our Strengths - Your Advantages

Siemens is known worldwide as a trailblazer in the advancement of information and communication technologies. No other company offers such a comprehensive and innovative portfolio.

Regardless of the communication technolo-gy you are currently using – or wish to use in the future – Siemens has exactly the so-lution you need.

www.siemens.com/hipath