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Please feel free to browse our blog for detailed information and to share our posts! </description><link>https://www.mscrm-addons.com/Blog</link><item><title>Check Phone System compatibility over TAPI or SIP</title><link>https://www.mscrm-addons.com/Blog/PostId/10152/phone-system-compatibility-over-tapi-or-sip</link><category>TelephoneIntegration (TI),TI 2015 / 2016,TI 365</category><pubDate>Thu, 18 Oct 2018 12:56:28 GMT</pubDate><description>&lt;p style="text-align: justify;"&gt;&lt;strong&gt;&lt;span style="color: #c00000;"&gt;Update:&amp;nbsp; &lt;/span&gt;&lt;/strong&gt;To test the compatibility of your phone system, please download the &lt;a href="https://mscrmaddons.blob.core.windows.net/downloads/tools/PhoneTestTool.zip"&gt;Phone Test Tool&lt;/a&gt;. A sptep-by-step user guide is in the ZIP-file included. The tool&amp;nbsp;&lt;span style="text-align: justify;"&gt;offers two commmunication channels (TAPI and SIP). You need only one of them to be able to use our CTI addon.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;The goal of that blog article is to describe how to easily test whether TelephoneIntegration addon would work with customer PhoneSystem (PBX) either over TAPI or over SIP.&amp;nbsp;This is the easiest 5 minute testing without any deep technical knowledge about TAPI or SIP.&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;&lt;span style="color: #0077b3;"&gt;&lt;strong&gt;&lt;span style="font-size: 16px;"&gt;Prerequisites &amp;amp; Checklist&lt;/span&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;1) Details of phone system:&lt;br /&gt;
&lt;span style="white-space: pre;"&gt;	&lt;/span&gt;a. Vendor name:&lt;br /&gt;
&lt;span style="white-space: pre;"&gt;	&lt;/span&gt;b. Model name:&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;2) Is a TAPI driver available for your phone system ? (yes/no)&lt;br /&gt;
&lt;span style="white-space: pre;"&gt;	&lt;/span&gt;If you are unsure, please check with your phone system vendor for availability.&amp;nbsp;&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;3) If #2 is no: Is your phone SIP-based? (yes/no)&lt;br /&gt;
&lt;span style="white-space: pre;"&gt;	&lt;/span&gt;If you are unsure, please check with your phone system vendor for details.&amp;nbsp;&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;4) Depending on Have you been able to verify compatibility&amp;nbsp;using the information below?&amp;nbsp;&lt;br /&gt;
&lt;br /&gt;
&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;&lt;strong&gt;&lt;span style="font-size: 16px; color: #0077b3;"&gt;Compatibility tests:&lt;/span&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;In order to make the most out of the call please ensure that a person with rights to download/install software as well as a person familiar with&amp;nbsp;the phone&amp;nbsp;system is available during our call OR has been able to perform the below tests prior to our joint call.&amp;nbsp;&lt;br /&gt;
&lt;br /&gt;
&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;&lt;span style="font-size: 16px; color: #0077b3;"&gt;&lt;strong&gt;&amp;nbsp;TAPI-driver available for your phone system:&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;1. After installing and configuring&amp;nbsp;the TAPI &amp;ndash; driver for your phone system&lt;br /&gt;
2.&amp;nbsp;Start Window Phone Dialer by pressing &amp;ldquo;Win+R&amp;rdquo; to call out the Run box, then type &amp;ldquo;dialer.exe&amp;rdquo; and hit Enter.&lt;/p&gt;
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&lt;a title="Window Phone Dialer - Run box " href="/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure1.png" style="background-color: #ffffff;"&gt;&lt;img alt="Window Phone Dialer - Run box" width="285" height="149" class="img-responsive" src="/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure1.png" /&gt;&lt;/a&gt;&lt;em&gt;Figure 1: Window Phone Dialer - Run box&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&lt;/em&gt;&lt;/div&gt;
&lt;/div&gt;
&lt;p style="text-align: justify;"&gt;3. Type in the number you want to dial and then go to Tools and select Connect Using as you can see in the figure below.&lt;/p&gt;
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&lt;p&gt;&lt;a title="Phone Dialer " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure2.png" style="background-color: #ffffff;"&gt;&lt;img alt="Phone Dialer " width="275" height="305" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure2.png" /&gt;&lt;/a&gt;&lt;span&gt;Figure 2: Phone Dialer&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
4. Choose your TAPI line and press the &lt;strong&gt;[OK]&lt;/strong&gt;-button. In this case, it is 3 CX TAPI line, but in yours, it might be something different.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt; &lt;/span&gt;&lt;/p&gt;
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&lt;a title="Choose the TAPI line " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure3.png" style="background-color: #ffffff;"&gt;&lt;img alt="Choose the TAPI line" width="297" height="154,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure3.png" /&gt;&lt;/a&gt;Figure 3: Choose the TAPI line&lt;/div&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;p style="text-align: justify;"&gt;&amp;nbsp;&lt;/p&gt;
&lt;p style="text-align: justify;"&gt;5. Press Dial. You should see a new Dialing popup as you can see below.&lt;/p&gt;
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&lt;p&gt;&lt;a title="The Dialing window " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure4.png" style="background-color: #ffffff;"&gt;&lt;img alt="The Dialing window" width="225,5" height="116" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure4.png" /&gt;&lt;/a&gt;&lt;span&gt;Figure 4: The Dialing window&amp;nbsp;&lt;br /&gt;
&lt;br /&gt;
&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;6. If you see the popup in point 4, your TAPI driver SHOULD be compatible.&lt;br /&gt;
If not, it&amp;acute;s not over - you should contact your&amp;nbsp;TAPI driver vendor for consultation on installation and configuration of the TAPI driver showing the error message you received.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;7. Please let us know the result of your tests!&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&lt;strong&gt;&lt;span style="font-size: 16px; color: #0077b3;"&gt;SIP-based phone system:&lt;/span&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;1. Download a free SIP client for instance X-Lite &lt;a href="https://www.counterpath.com/XLiteForWindows"&gt;here&lt;/a&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;p&gt;2. Install it and start the X-Lite.exe application&lt;/p&gt;
&lt;p&gt;3. Under menu Softphone choose Account Settings&amp;nbsp;&lt;/p&gt;
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&lt;p&gt;&lt;a title="Account Settings " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure5.png" style="background-color: #ffffff;"&gt;&lt;img alt="Account Settings" width="456,5" height="389,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure5.png" /&gt;&lt;/a&gt;Figure 5: Account Settings&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
4. Under &lt;g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="129" data-gr-id="129"&gt;User&lt;/g&gt; Details add your &lt;g class="gr_ gr_127 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="127" data-gr-id="127"&gt;SIP&lt;/g&gt; user credentials like username, password &lt;g class="gr_ gr_131 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="131" data-gr-id="131"&gt;and&lt;/g&gt; the SIP domain. Make sure you check the "Register with domain and receive calls" checkbox to be able receiving incoming notifications. Press the &lt;strong&gt;[OK]&lt;/strong&gt;-button. This will automatically try to register SIP Client into your SIP domain.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;5. If registration fails, you will see something like the figure below.&lt;/p&gt;
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&lt;p&gt;&lt;a title="Failed registration " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure6.png" style="background-color: #ffffff;"&gt;&lt;img alt="Failed registration" width="239,5" height="182" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure6.png" /&gt;&lt;/a&gt;&lt;span&gt;Figure 6: Failed registration&lt;/span&gt; &lt;br /&gt;
&lt;br /&gt;
&lt;/p&gt;
&lt;p&gt;6. If registration succeeds, you should be able to see the window below.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;a title="Successful registration " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure7.png" style="background-color: #ffffff;"&gt;&lt;img alt="Successful registration" width="243,5" height="118" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure7.png" /&gt;&lt;/a&gt;Figure 7: Successful registration&amp;nbsp;&lt;br /&gt;
&lt;br /&gt;
&lt;/p&gt;
&lt;p&gt;7. Try dialing out and receiving calls. If all works well, we are on good track and it&amp;acute;s very likely that your system works with our solution.&amp;nbsp;&lt;/p&gt;
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&lt;p&gt;&lt;a title="Dialing and receiving calls" href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure8.png" style="background-color: #ffffff;"&gt;&lt;img alt="Dialing and receiving calls" width="743,5" height="334,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure8.png" /&gt;&lt;/a&gt;&lt;span&gt;Figure 8: Dialing and receiving calls&amp;nbsp;&lt;br /&gt;
&lt;br /&gt;
&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;If a common general SIP softphone like X-Lite cannot connect to your SIP phone system, then you need to consult with your SIP phone system provider if your SIP settings data is correct.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;8. Please let us know the results of your tests!&amp;nbsp;&lt;/p&gt;
&lt;p&gt;​&lt;/p&gt;
&lt;p&gt;&lt;span style="background-color: #fcfcfc;"&gt;&lt;strong&gt;That&amp;rsquo;s it!&lt;/strong&gt;&amp;nbsp;&lt;/span&gt;&lt;span style="background-color: #fcfcfc;"&gt;We appreciate your feedback! Please share your thoughts by sending an email to&amp;nbsp;&lt;/span&gt;&lt;a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;"&gt;office@mscrm-addons.com&lt;/a&gt;&lt;span style="background-color: #fcfcfc;"&gt;.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;​&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;/div&gt;
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&lt;/div&gt;
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&lt;div&gt;&amp;nbsp;&lt;/div&gt;
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