Tech bulletin for Ultimate Call Accounting – Ten-Point Zero (10.0 +)

Step by step set up of call accounting: (this can take about 15 minutes or less if you prepare ahead of time)

• Set up an appointment with the customer (ask for a Microsoft Windows computer) Spec’s: (pg 17) pick a computer they can be left on – it does not need to be dedicated but does need internet access to download the software.

• Equip you telephone system with the needed serial connection card or IP (SMDR data programming) IP is normally included with the phone system

• Identify the computer port numbers used for IP SMDR data (from you switch manual)

• To install the software use the link: Call Accounting Downloads: ( http://ultcom.com/?page_id=942 )

• Review the downloading instructions on this page and then download the Ultimate Call Accounting 10.0 + (full installation)  - PWFULL.exe choose Save File

• After downloading the program chose to run the program form the downloads folder

• Press unzip then OK to install the program

• Use the default directories

• Press START, locate Ultimate Call Accounting – click to start program

• Pricing wizard:  If you know the load and long distance rates put them in if not choose: Free local calls – LD rates .03 for the first minute & .03 for the subsequent minutes – and finally put in the area code. (Do not put a check in the Centrex 9 in most cases)

• Initial Setup: Fill in the company name -> choose the phone system from the pull down menu -> leave the limits at default -> do not check Echo Call records to file. SMDR Configuration: Source of the SMDR (Serial would require a Comm Port) most are now TCP/IP Client or Server. (for example Toshiba IP systems use TCP/IP Server and the default Port is 7000 but can be changed to match your phone system program)

• If using IP when you press Connect if the software detects the port it will change to disconnect and you may press Continue the initial setup menu. If your choose is for a Com port and you have selected the phone system Baud Rate you may press Continue

• The program will start and you may have firewall alert choose Allow Access

• Press Security and Enter Password

• The Default Password is level3 – type that in

• Make a test call to see if data is being processed – if you are successful you should see data in both top window “Last Call Record Data” and next window below “Last Processed Data.” If you do not see data in both windows it could be one of several issues: wrong com port, wrong baud rate, bad com port, wrong IP port number, or wrong phone system type. After checking these issues send an email to jim@uspnet.com with your phone number and we will call within 24 hours. Ultimate Dealers can call the dealer tech support number.

• If data if being processed (line two) then press the flashing red message at the bottom of the call accounting main window. “Activation needed – click here”

• Call the number and leave a call back number or message.

• When they call back or answer you will read the lower left number to them and an order number if you have if. If you have no order number put 99999 in the order number window.