ClickNDial 2

Directory and dial tool

for
Cisco Communications Manager

info@telisca.com
Tel : +33(0)9 53 77 21 57

www.telisca.com/clickndial

TELISCA 1/11
1 ClickNDial overview
ClickNDial is a PC application that enhances user productivity taking advantage of Cisco
Communication Manager bundled CTI.

With ClickNDial, Cisco IP Phone users can easily select a phone number in any application or
search for it, in a personal contact list or in the corporate directory, and dial from their PC.

ClickNDial CTI module also offers Popup, CTI control, presence, call history.

With ClickNDial Cisco IP Phone user can:

- Select a phone number in any Windows application and dial by pressing a hot key.
- Dial from personal contact list, imported from an Excel file or text file.
- Dial from corporate speed dials,
- Dial recently called phone numbers,
- Replicate Outlook or Lotus Notes personal directory,
- Search in Lotus Notes database,
- Dial directly from Outlook contact form,
- Dial directly from Lotus Notes user interface (via Lotus Script),
- Search in Corporate Directory (Active Directory, Lotus Notes, LDAP, …),
- Global search in all personal and corporate directories,
- Dial from Web pages, using „tel://‟ URL,
- Search contact selected in any application using defined directories,
- Dial from Business application, calling a small executable,
- Know a contact‟s presence from his Exchange calendar
- Display a form with details and picture of a contact.

ClickNDial is easily deployed on Windows computers.

ClickNDial is based on Cisco Web Dialer SOAP programming interface which use few
CallManager resources.

An optional CTI server module is also available, it offers the following features :
- Popup : search calling party number in all defined directories,
- Monitoring : display telephony status of selected number,
- Call history : includes received calls and misses calls,
- Dial using CTI : more authentication options.

ClickNDial is available in different packages :

Functions / Packages Free Light Standard CTI
Select and dial    
Personal contacts    
Addin Outlook   
LotusScript Notes   
Outlook synchronization   
Lotus Notes synchronization   
Dial from hyperlink, dial API   
Corporate speed dials  
Search corporate directories (up to 4) AD, LDAP, Domino  
database, Exchange public folder, IPS Global Directory
Global search in all directories  
Select and search contact  
Popup (search on calling party, when ringing) 
Telephony presence 
Exchange calendar presence 
Call history : dialed, handled, missed 
Consult, Transfer, Conference 

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 1.1 New features in ClickNDial v2
ClickNDial 2 has a brand new look and feel and exciting new features:
- New Outlook addin : dial straight from a contacts list, an email the calendar, or the tasks
list
- Automatic configuration for Extension Mobility
- Contact details “ID card” with photo
- Calendar availability
- Send text messages to IP Phones

ClickNDial v2 is available in Light (dialing, personnal directory), Standard (+ with corporate

directories) and CTI versions (+ Popup, availability, line supervision)

2 ClickNDial user interface

2.1 User authentication
ClickNDial configuration is used to associate the application with to device profile
(extended mobility mode or the IP Phone). This can be automatic if Windows login and
CallManager login are synchronized. ClickNDial also support authentication proxy to avoid
user retyping password.

According to the parameter setting of the administrator, the user will also be able to
change some parameters of ClickNDial (phone number capture hotkey, user interface
settings …).

2.2 Select from a Windows application and dial

ClickNDial user selects a phone number in a Windows application and press a specific hot
key or combination of hot key. The phone number can be selected in an email body, a
Web page, a text document, an Excel list, or any field in a business application.

Phone number is filtered according to dialling rules defined by administrator. A small

window appears showing dial progress while phone is dialling. The user may then decide
to hang-up by pressing the hang-up button.

2.3 Dialling from personal contacts list

ClickNDial is started at the beginning of Windows session and minimized in Windows taskbar. It
can be opened from Windows taskbar.

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User may build his personal contact list or speed dials list
by entered them in a grid or importing them from an
external Excel or text file.

User can filter contact by pressing the first letter of the

contact label.

It can also define favourite numbers that can be selected

directly and speed dials categories.

Corporate speed dials can also be defined by

administrator that cannot be edited by the user.

2.4 Search in Corporate directory and dial

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 ClickNDial can be configured to enable searching in
Corporate directory (Active Directory, Exchange,
Lotus Notes, Open LDAP, …) .

User can search in Corporate Directory by pressing

the first characters of contact last name or first name
(up to four search fields can be set). Contact results
will display, administrator defined, fields like last
name, first name and department.

User may then select from several phone numbers

assigned to contact or eventually display a more
detailed contact form. Email address can be
displayed and used to create a mail from default
email client.

2.5 Dial from Outlook contact form

ClickNDial includes an Outlook 2003 and 2007 add-in which adds a button in Outlook contact
form taskbar. From this taskbar, the Outlook user can select a phone number defined in contact
form and dial directly. Phone numbers are formatted according to dialling rules defined by
administrator.

2.6 Dial from Lotus Notes personal contacts list

From ClilckNDial, user can search directly in his Lotus Notes personal database (names.nsf).
Up to four search fields can be set, results may include several phone numbers.

2.7 Dial Web page with dialto: URL

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 ClickNDial may used to dial from Web Page for example on an Intranet Directory. One user
click on an hyperlink pointing to an URL like tel://20001,Dupont in Internet Explorer or
Firefox, ClickNDial will be launched and will dial 20001, display contact name Dupont.
Number will be reformatted and normalized, user settings defined in ClickNDial will be used.

2.8 Calendar availability

ClickNDial 2 will display a contact‟s status from his Outlook Calendar.

3 CTI optional module

The CTI server module offers the following features :
- Popup : search calling party number in all defined directories,
- Monitoring : display telephony status of selected number,
- Call history : includes received calls and misses calls,
- Dial using CTI : more authentication options.

3.1 Architecture
ClickNDial connect to telisca CTI Server which is part of telisca IPS Framework &
Administration. ClickNDial connect using http protocol, which avoid problems with firewalls
and proxies.

Cisco CallManager Active Directory

CTI Manager LDAP
Base Lotus Notes
telisca
IPS Framework
CTI Server
IPS Global Directory

ClickNDial

Popup and call history feature require a continous monitoring of the ClickNDial controled IP
Phone altough dialing and monitoring of selected contact use temporary CTI monitoring to
reduce CallManager load.

3.2 Popup (reverse directory search)

On incoming call and/or connection, ClickNDial receve a CTI event with calling party
number. ClickNDial search the phone number in the different phone numbers of the personal
and enterprise directories defined in the configuration. Phone number may be reformatted to
ease search. On a contact is found it is displayed in small popup window, if several contacts
are found for the same phone number a list of contacts is displayed.
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3.3 Telephony status monitoring
When an internal phone number is found as the result of a query, ClickNDial get the
telephony status (available, ringing, online, not registered) of the selected phone number.

3.4 Call history

ClickNDial displays contacts information on the dialed, received and missed calls.

3.5 Dialing using CTI

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 It is possible to use telisca CTI server for dialing or keep using Cisco WebDialer Servcice.
Dialing using CTI may be usefull :
- To provide more authentication options : by CallManager login, by CallManager login +
PIN code, by CallManager login + password, by directory number.
- To dial more quickly (by avoiding internal authentication before dialing).

4 ClickNDial administration
ClickNDial administrator is a separate application installed only on an administrator‟s PC. It
enables the administrator to define and update ClickNDial configuration file that is deployed
with ClickNDial and may be updated automatically.

4.1 Telephony configuration

ClickNDial administrator defines Cisco Web Dialer parameters including the use of secured
https protocol. It choose default authentication mode depending with the opportunity when
Extension mobility is used to define a proxy user that avoid the user to enter his
CallManager password.

It is also possible to define a specific mode requiring the user to authenticate with his
password for the first configuration but to use a proxy user when dialing. This is useful when
security policy requires users to change their password periodically. This prevents the user
from having to enter his password again in ClickNDial.

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 4.2 Corporate directory configuration

The administrator defines the parameters of

connection and authentication to up to four
Corporate Directories using Active Directory,
LDA, Exchange, Notes or IPS Global Directory.

It also defines the attributes that will be

displayed in the contacts results list as well as
the optional contact form.

4.3 Dialing rules configuration

ClickNDial formats the numbers to be called according to dialling rules defined by administrator.
These rules make it possible for example to remove the local country code, add the international
prefix, add external number, remove prefix between parenthesis, remove all non numerical
characters, …

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5 Requirements, configuration
ClickNDial is a client application running on Microsoft.Net 2.0 or .Net 3.5. It can be deployed
easily on Windows XP SP2 or Windows 7.

ClickNDial is also supported on Vista and in a Citrix Metaframe environment. ClickNDial may
be also executed from a network drive, without requiring a deployment.

ClickNDial is supported on Cisco Unified CallManager 4.2, 5.1, 6.1, 7.1, 8.0

The solution can rely on Web Dialer interface which is freely available on Cisco Unified
CallManager. An optional CTI module is also available that provides additional cti integration
(Popup, supervision, transfer, conference).

ClickNDial interfaces with Active Directory, LDAP corporate directories, Lotus Notes 6.5, 7.0,
8.0, 8.5, Outlook/Exchange 2003, 2007.

Configuration defined by ClickNDial Administrator may be deployed with ClickNDial installed

package. It then may be updated automatically from a defined intranet web address (URL)
or a provided Web Service. Different profiles can be defined with different configurations for
dial settings, dial rules, corporate speed dials, …

User configuration may be stored on local drive optionally with a network backup or directly
on network personal directory. Then personal configuration and contacts lists are saved in
case of machine failure or change.

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