Initiating an External Call

Overview of Automated Dialer

In order to initiate a call to a taxpayer from within the system, a context menu item Go To Automated Dialer is available on the Person context menu. To call a taxpayer displayed in the current context, choose this option from the person context menu and a window appears, showing a list of phone numbers defined for that person.

Select the desired phone number and click Dial.

Technical Implementation of Automated Dialer

The popup window is implemented as a JSP page, which calls the JSP page ext_cti_dialer.jsp to integrate with an automated dialer. The ext_cti_dialer.jsp page provided with the system integrates to the Microsoft Phone Dialer, available on any Windows 2000 workstation.

The Microsoft Phone Dialer is invoked through the CDxPhoneDialer ActiveX object.

****************************************************************************
* Invoke an external phone Dialer
* In the sample provided we launch the Microsoft phone Dialer
*****************************************************************************
*/
function callDialer(phoneNumber){
CDxPhoneDialer.makeCall(phoneNumber);
}

Object: CDxPhoneDialer

This object is used to call the Microsoft Phone Dialer for an outbound call. It is only used when your implementation uses the Microsoft standard dialer.

Method: makeCall

Input: Phone Number

Micorsoft Phone Dialer Configuration

If your implementation chooses to use the functionality provided with the system and integrate with Microsoft Phone Dialer, you must copy the JSP page ext_cti_dialer.jsp from the /cm_templates directory found under the web application root directory on your Oracle Enterprise Taxation Management server to the /cm directory.

Customize Integration to Your Automated Dialer Software

In order to integrate with a different automated dialer software application, your implementers must modify the ext_cti_dialer.jsp to call the appropriate dialer.

• Copy the JSP page ext_cti_dialer.jsp from the /cm_templates directory found under the web application root directory on your Oracle Enterprise Taxation Management server to the /cm directory.

• Make the appropriate changes to the copy of ext_cti_dialer.jsp in the /cm directory to integrate with your automated dialer.

Customize Automated Dialer User Interface

• Your implementation may choose to display a different user interface for the Go To Automated Dialer function than the one provided with the system. For example, perhaps there is more information that you would like to display in addition to the person's name and phone numbers. In order to do this, perform the following steps:

• Create your customized component to provide the desired functionality.

• Create a navigation key for your new component and indicate the URL being overridden. The remainder of the section walks you through these steps.

Go to Admin, Navigation Key +.

For Navigation Key, specify a name for the new navigation key prefixed with CM.

For URL Location, select External (Override) to override a base navigation key.

When you select External (Override), the Overridden Navigation Key becomes available. Select the automatedDialer navigation key because that is the key you are overriding.

The URL Override is the path on the Web server to your custom component.

When overriding a navigation key, you must flush the system login cache on the Web server. The navigation keys are stored in the system login cache, so the overrides do not become effective until the cache is flushed. To flush the cache, issue the following command in your browser's address bar: http://server:port/flushSystemLoginInfo.jsp, where server is the name or address of your web server and port is the port number of the application, for example, http://CD-Implementation:7500/flushSystemLoginInfo.jsp.