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PhoneValet Anywhere Setup Documentation

This is a guide to help you enable PhoneValet Anywhere to view and use PhoneValet from a remote computer.

If you are installing PhoneValet Anywhere for the first time, it is recommended you follow this entire document for the most efficient setup. However, you may reference specific sections of the document, if you are sure of what you require.


Enter Your License Code

Note: If you are adding new hardware (e.g. a second phone line) to PhoneValet, please set that up first. Once that is up and running, then proceed to enter your PhoneValet Anywhere license.

Open the PhoneValet application and choose Preferences: General from the PhoneValet menu. Click on the "Lines" tab (or "License tab in Home Edition), if it is not already selected. Click on the "Add" button and enter your PhoneValet Anywhere license in the field provided.

If you have purchased additional user licenses, enter them here as well.

Add Users to PhoneValet Anywhere

Install the Call Display Clients

The PhoneValet client software is for displaying and announcing callers and paging announcements on Macs and PCs. If you are only interested in web access to the phonebook, call log, call recordings, you may skip this section.

Macintosh Clients

On your PhoneValet CD, in the Extras folder, there is an installer for the client software. If you do not have a PhoneValet CD, you may download the client software from the Parliant Web site. Run this installer. After installation, you can customize the call display and announcements by opening the PhoneValet Announcements application. It is located in your Applications folder. You can adjust the size of the announcement window and choose to have your Mac speak the name of incoming callers. There are separate preferences for initial caller ID announcements, and pages that come from Page and Pause choices in your call tree. You can also specify the time of day that the call announcements are spoken.

PhoneValet Announcements Preferences

You can also configure remote dialing in this window. It is recommended to come back to this part after configuring the rest of PhoneValet Anywhere below. Once you have done that, re-open the preferences and select the PhoneValet server from the popup menu and enter a username and password. Click the Test button to check the settings. This feature is for PhoneValet 6 users only.

If your client is behind a firewall or if you have MacOS X's Firewall turned on, also configure port 4681 to allow traffic. MacOS call announcements are received through port 4681.

Windows Clients

On your PhoneValet CD, in the Extras folder, there is an installer for the client software. You need to transfer this software to your client PC. If you do not have a PhoneValet CD, you may download the client software from the Parliant Web site. Parliant also strongly recommends downloading and installing Bonjour for Windows from Apple before installing the Windows client. Bonjour makes it easy to configure and use PhoneValet Anywhere.

If your client is behind a firewall or if you have firewall software turned on, also configure port 10629 to allow traffic. Windows call announcements are received through port 10629.

Other Computers and Platforms

PhoneValet Anywhere can send Caller ID messages using the YAC protocol. You can use YAC-compatible software on other computers, even on Tivo. Parliant does not provide Tech Support for these products. Client software for other platforms including TiVo devices is available here: YAC Software. A Windows Media Center application is also available at this site: MCE-YAC

If your client is behind a firewall or if you have firewall software turned on, also configure port 10629 to allow traffic. YAC call announcements are received through port 10629.


Add Client Computers to PhoneValet Anywhere

Client computers are those on which you have installed and launched the PhoneValet client software.

Open the PhoneValet application and choose "Anywhere Configuration..." from the PhoneValet menu. Click on the "Computers" tab. Click on "Add" and choose the computers from the list. This list shows all computers on the local network running the client software. If you do not see your Windows machines in this list, they are not running Bonjour for Windows. For these computers, or other computers outside your local network, enter the IP address of these computers and click the "Add" button.

Add Computer to PhoneValet Anywhere

Add Users to PhoneValet Anywhere for Web Access

Web access allows users to access the phone book, call Log, recordings, and voice mail. It can also be used to start and stop call recordings, and to view the status of the phone lines.

Open the PhoneValet application and choose "Anywhere Configuration..." from the PhoneValet menu. Click on the "Users" tab, if it is not already selected. Click on "Add" and add usernames and passwords to this list. You can also restrict user access to only messages in a specific mailbox. Other PhoneValet Anywhere features like the Phonebook, Activity Monitor, and Dialing are available to all users, regardless of mailbox access.

Add Users to PhoneValet Anywhere

Accessing PhoneValet from a Web Browser

On the Mac running PhoneValet, open the System Preferences and click on "Sharing". Ensure that "Personal Web Sharing" is checked. Also, if you have the Firewall running, ensure that port 80 (Personal Web Sharing) is on in the Firewall panel.

Take note of the Bonjour name of your computer. The Bonjour name is listed at the top of the screen — Mary-Jones-PowerBook.local is the Bonjour name in the example below. If your remote clients are on a different network, also take note of the IP address of your computer shown at the bottom of the screen. In the example shown below the IP address is 10.0.21.3.

Sharing System Preferences panel

After turning on Personal Web Sharing, restart your Mac. This is not required for Web Sharing in general, but is required to access PhoneValet.


Macintosh Safari Users

If you use Safari, please enable Bonjour (formerly named Rendezvous) on your Bookmarks bar or from the menu in the Safari preferences under "Bookmarks". If you are on the same local network as the Mac running PhoneValet you can access the server by choosing "PhoneValet Anywhere on..." from the Bonjour (or Rendezvous) item. If you are not on the same local network you will need to enter the following URL in your Web browser.

    http://54.80.18.223/cgi-bin/phonevalet.cgi

Note: this URL is automatically generated to include the address of the network from which you access this page. If you access this page from your Mac running PhoneValet, this URL should be correct. Otherwise, substitute the numerical IP address for the address of your network.


Windows Internet Explorer Users

If you have installed Bonjour for Windows and are on the same local network as the Mac running PhoneValet, you can access it by choosing "PhoneValet Anywhere on..." from the Bonjour control on the side of the Internet Explorer browser window. If you are not on the same local network, you will need to enter the following URL in your Web browser.

    http://54.80.18.223/cgi-bin/phonevalet.cgi

Note: this URL is automatically generated to include the address of the network from which you access this page. If you access this page from your Mac running PhoneValet, this URL should be correct. Otherwise, substitute the numerical IP address for the address of your network.


All Other Browsers on Any Computer

If you do not use Safari on Mac OS X or Internet Explorer on Windows, you can access PhoneValet by entering the following URL.

    http://54.80.18.223/cgi-bin/phonevalet.cgi

Note: this URL is automatically generated to include the address of the network from which you access this page. If you access this page from your Mac running PhoneValet, this URL should be correct. Otherwise, substitute the numerical IP address for the address of your network.


Configure PhoneValet for access outside your network

If you need to access PhoneValet from outside your local network (for example, from an iPhone), then you will need to configure your network for outside access. To do this, please read this web page.