TR User Manual V8

Remote Manager is Microsoft Windows^� compatible software that allows remote access from a PC to one or more Total Recall units, via LAN or dialup. Remote Manager is supplied on CD free-of-charge with all Total Recall systems, for installation and use on as many PCs as required.

Remote Manager can be used to:

�                     Configure the recorder (Administrator Users Only).

�                      Play recorded calls from the system or archive media
              � including archive media from older generation Total Recall systems.

� Monitor current calls in real-time.

� Search the call database.

� Archive recorded calls to CD/DVD or optional BD/Network storage.

� Tag and notate calls on the database.

� Download calls to the local hard drive.

� Email downloaded calls.

� Play and save calls from Total Recall archive discs.

� Generate reports.

� Export calls to .wav, .mp3 or secure .trc formats.

8. Installation and Initial Configuration

Remote Manager should only be installed and configured by a system administrator.
                  See the Total Recall Installation and Administration
                               Guide for further information.

9.    User Interface

Remote Manager is a �tabbed� application, including a
Main Menu bar, a Button bar, and 4 tabs:

� Monitor.

� Playback Calls.

� TR Configuration.

�          Event Log

Please note that you will only be able to see the tabs
         that have been authorized for your specific user
         account by the System Administrator.

Figure 6 - the Remote Manager User Interface

10. Main Menu Bar

The Remote Manager main menu bar includes 2 menus � the File menu and the Help menu.

10.1. File Menu

The File menu includes the following options:

� Users

Opens the Users dialog (administrators only).

� User Preferences

                        Opens the User Preferences dialog.

                             See Changing your Password or Display Language
                                          below for more information on altering Users and
                                          User Preferences.

� Save Call List as

                         Saves the call list displayed in the Playback Calls tab as a .txt
                         or .csv file. The data included reflects the current call list column
                        configuration.

� Print Preview

Opens a print preview of the Call Report.

                        The Call Report is a print-formatted version of the call list displayed
                        in the Playback Calls tab. The data included reflects the current
                        call list column configuration.

� Print

Prints the Call Report via the standard Windows print dialog.

� Advanced

Opens the Advanced Settings dialog.

Use the Advanced Settings dialog to set the local IP address
for the PC, and the Manager Base Port.

� Exit

Closes Remote Manager.

10.2. Help Menu

The Help Menu provides access to:

� The Total Recall website (www.totalrecallvr.com)

� Total Recall FAQs on the web

� �About� information (including the Remote Manager
version number)

11. Button Bar

The button bar provides access to most of the Remote Manager administrative dialogs and functions.

The table below lists the buttons and their uses.

Button		Use
	User Preferences	Opens the User Preferences dialog. Use the User Preferences dialog to edit general user preferences and Total Recall connections* for the current user.
	Add TR (administrator users only)	Opens the Add Total Recall dialog. Use the Add Total Recall dialog to �add�* Total Recall recorders to the Remote Manager settings for the current user.
	Update Users (administrator users only)	Opens the Update Users dialog. Use the Update Users dialog to add and remove users*, and to modify user preferences for all users in the user list.
	Refresh Views	Refreshes the Device Tree and the Local Folders pane to reflect the latest changes.
	Change Language Settings	Opens the Choose Language Settings dialog. Use the Choose Language Settings Dialog to specify the Remote Manager UI display language.

* Administrator function

                              See the Total Recall Installation and Administration
                                          Guide for further information about administrative
                                          functionality available from the Button Bar.

11.1. Changing your Password or Display Language

To change your Remote Manager Password or display language:

� Click the User Preferences button:

Or:

� Select File > User Preferences.

The Modify User Preferences menu will display. Your User name, and your current access permissions are displayed as read-only fields for reference.

To change your Remote Manager display language:

1. Click the drop-down arrow to the right of the Language field and select your preferred language.

2. Click OK.

To change your password:

1. Click Change Password.

2. Enter the new password in the Password field.

3. Re-enter the password in the Confirm Password field.

4. Click OK.

12. TR Tree

The TR Tree is an expandable/collapsible tree showing the connected Total Recall recorders for the current user.

Click on a recorder to select it. Functionality and information to the right of the TR Tree applies to the selected recorder.

To update the TR Tree to reflect changes made to recorder connections, click the Refresh Views button:

If Remote Manager can not connect to a recorder, then it shows a cross on top of the icon next to the recorder name as shown on the subsequent screen capture.

13. Monitor Tab

Figure 7 - the Monitoring Tab

Use the Monitor tab to monitor current calls, and to add notes to calls.

Monitoring is only possible on extensions for which monitoring has been enabled.

                             See the Total Recall Installation and Administration
                                         Guide for further information on enabling and disabling
                                         live monitoring.

There are 2 ways to select calls for monitoring � by channel, and by extension.

As analog signal sources are physically connected to individual channel inputs on the recorder, a particular source will always come into the recorder on the same channel. For example, if PSTN telephone extension 2002 is connected to channel 1 on the recorder, calls to and from extension 2002 will always be recorded on channel 1.

No additional configuration is required to monitor calls by channel.

It is also possible to monitor analog PSTN signals by extension, if the analog channels have been assigned extension values in the Analog Settings menu, or if DTMF/CLI (called/calling) number data is present in the signaling, and this number data has been configured on the Total Recall Internal Dial Plan.

Extensions must be configured by a Total Recall Administrator.

13.1. Monitoring Calls by Channel

The Live Monitor panel displays a range of icons to indicate the status of each channel on the selected recorder.

The icons are defined in the table below.

Icon	Channel Status
	Live call in progress.
	Monitoring in progress.
	Channel is active, but there is no activity on it.
	Monitoring is disabled - channel cannot be monitored.
	Channel is unauthorized for the current user.
	Monitoring is unavailable � insufficient network bandwidth

The panel is automatically updated as and when each channel�s status changes.

To monitor a call by channel:

1. In the TR Tree, click on the recorder containing the channel that you want to monitor.

2. In the black Live Monitor panel at the base of the monitoring screen, click the channel icon for the channel that you want to monitor. The call audio on that channel should now be heard on the headphones / speakers.

3. To stop monitoring, click the Stop Monitoring button.

13.2. Monitoring Calls by Extension

The Active Extensions panel displays a list of all current calls on the selected recorder that can be resolved to an extension. Extensions need to be configured by a Total Recall Administrator, via the Analog Settings menu, or via the Internal Dial Plan.

See the Total Recall Installation and Administration
Guide for further information on configuring extensions.

The call list is updated dynamically when new calls start and current calls finish.

If a call comes in and cannot be immediately resolved to an extension, it will appear in the Live Monitor panel (see Section 13.1. above), and then also appear in the Active Extensions panel if and when the extension information becomes available.

The Active Extension panel includes columns for:

� From number.

� To number.

� Direction (incoming / outgoing).

� Agent Name (if a ROD agent is logged in on the called or calling extension).

� Channel.

� Extension.

To select calls for monitoring by extension:

1. In the TR Tree, select the recorder that contains the extension that you want to monitor.

The call list in the white Active Extensions panel at the top of the monitoring tab is populated with all current calls that can be resolved to an extension.

2. In the Active Extensions panel, click on the call that you want to monitor.

The call can be heard on the headphones/speakers.

The channel on which the call is being recorded is highlighted in the Live Monitor panel.

3. To stop monitoring, click the Stop Monitoring button, or select another call.

13.2.1. Filtering the Call List

You can filter the call list to show only calls that either match exactly, or begin with, the entered values. This is especially useful for finding the right extension to monitor on installations with a large number of active extensions.

To filter the calls listed in the Active Extensions panel:

� Enter alphanumeric values in the Match extensions or Match numbers field.

The call list is updated dynamically as values are entered.

For example, to filter the call list to show only calls to or from extension 2006, enter 2006 in the Match extension field.

To filter the call list to show only calls from all extensions in the range 2100-2199, enter 21 in the Match number field.

                        Calls from all extensions that begin with 21 will
                                      be shown � for example, if your dial plan supports
                                      3 and 4-digit extensions, calls from extensions
                                      210-219 and calls from extensions 2100-2199
                                      will be shown.

To filter the call list to show only calls to or from extension John Smith, enter John Smith in the Match extension field.

To filter the call list to show only calls to or from number 0210 456 789, enter 0210 456 789 in the Match number field.

To filter the call list to show only calls to or from all numbers beginning 0210, enter 0210 in the Match number field.

This is a particularly useful function if
you want to filter calls by area code.

To sort the call list:

� Click the relevant column header.

13.3. Adding Notes

Adding notes to calls is a useful way to record information about the call, such as an important request or the ID number of the client involved.

Notes can later be used as search criteria in the Playback Calls tab.

To add a note to a call:

1. Select the call in the Active Extensions panel, or an active channel in the Live Monitor panel.

2. Type the note in the Add Notes text field. The field supports up to 80 characters.

3. Click Add Note.

The note is added to the call.