Assessments - 3, GPA: 4.3
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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Step One: Verify Your PC Compatibility . . . . . . . . . . . . . . . . . . . . . . . . .3 Step Two: Install the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Step Three: Configure Your Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Initial Setups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Call Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Daily Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Starting a Call Job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Checking Call Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Importing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 The PhoneTree Call Status Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 Common Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28 The PhoneTree Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29 Contacting PCS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 Installation: Verify Your PC Compatibility Installation: Verify Your PC Compatibility Congratulations on your purchase of the PhoneTree Network Client! This manual will guide you through the installation and setup of the PhoneTree Network Client on your system. If you need assistance with the installation, talk to the PhoneTree Network Administrator in your office or refer to the PhoneTree 2500/3500 User’s Manual. Step One: Verify Your PC Compatibility 1. Operating System Your PC must have Microsoft Windows 95, 98, 2000, ME or XP as the operating system. PhoneTree is not compatible with Windows 3.1 or NT. 2. PC Resources: PhoneTree client • 32 MB RAM (64 MB recommended) • CD ROM drive • Color monitor • sound card • microphone • speakers 3. Network Configuration The PC that will be hosting PhoneTree must be configured and installed on the office network, and the computer where you will be installing the PhoneTree Client must be configured and installed on the same network (but on a different computer). Installation: Install the Software Installation: Install the Software Step Two: Install the Software 1. Insert the CD Insert the CD in your drive. Choose Start -> Run -> Browse... -> SETUPUSBCLIENT\Setup.exe (look for this file on the CD) -> click Open -> click OK. The installation should then begin. 2. Choose the Default Settings Click on Next several times until the installation process starts. In order to assure reliable operation and ease of service, please DO NOT change the default information as it is presented. Please note this! Installation: Install the Software, continued Installation: Install the Software, continued 3. Finish Installation When asked, click the Finish button. Do not start the PhoneTree program at this time. Close the Client window. 4. Check for Icon on Desktop Now you should have a PhoneTree Client icon on your desktop (shown at right). You are now ready to go on to Step Three: Configure Your Client. Installation: Configure Your Client Installation: Configure Your Client Step Three: Configure Your Client 1. Double-click on the PhoneTree Client icon on your desktop. You will be prompted to configure your client. The screen below will come up. You need to do three things: tell the Client where the PhoneTree Server is located on the network, create a default local path for all your local calling data, and tell the Client which translator to use when sending calling data to the PhoneTree Server. 2. To tell the PhoneTree Client software where the Server software resides, click the Browse Server Path button. Navigate to the location of the PhoneTree software over your computer network. When you’ve found it, click Open. Look for this filename on your network. Installation: Configure Your Client, continued Installation: Configure Your Client, continued 3. To create a default folder where all your calling preferences and other data will be kept, click the Make Default Local Path button. A folder will be created on your hard drive in the location shown, and this is where all data that is generated by the PhoneTree Network Client software will be stored. 4. Now you need to choose a translator for your calling data. This translator will be used if you generate a calling list locally, on your own computer, and you want to send it to PhoneTree to use when starting a call session. Generic CSV will translate any comma-delimited text (ASCII) file that follows the format at right (last name,first name,phone)—use this unless you commonly use a member database program and its trans...