ProCall 8 Enterprise service specifications
Juli 2024
Version info: ProCall 8 Enterprise
The scope of services depends on the connected external systems, such as telephone system, CRM/ERP system or industry solutions.
In addition, the range of functions differs between the platforms used, such as Windows, iOS and Android, macOS,.
For changes and additions, please refer to the Release Notes for the current product version.
Please note the System requirements.
To get an overview of the version development of ProCall Enterprise products, the ProCall Enterprise version comparison is available.
Supported third party products
For an overview of supported third-party products, see:
ProCall Enterprise: Supported third-party products
Telephone systems
- Overview SIP telephone systems for ProCall softphone – compatibility list
- Supported telephone systems for estos ProCall
- Supported telephony functions/function overview
- Connection instructions for telephone systems
ECSTA
As middleware, the ECSTA series enables communication between your telephone system and the Microsoft Windows world. The conversion of the CSTA system protocol into the Microsoft TAPI standard creates numerous added values for improved communication.
The middleware products of the ECSTA series enable communication between the telephone system and the IT infrastructure. This allows telephone systems and connected telephones to be easily controlled from the PC.
- Overview of supported telecommunication systems for ACD functions and status
- Overview of supported telecommunication systems for the detection and filtering of SIP lines
- Overview of the phones/end devices supported by ECSTA for SIP phones
- Overview ECSTA middleware and supported telephone systems – compatibility list
Telephony and audio/video communication
Computer Telephony Integration (CTI)
Function | Description |
---|---|
Answer, hang up, reject, toggle, consultation, conference, call forwarding (internal, external, all, by time), call protection, multi-frequency dialing (DTMF), call forwarding (before call pickup, during call), call pickup, keypad (dial pad), call number suppression | Convenience features in telephony (depending on the telephone system and TAPI driver); * |
Number resolution | Resolve contact data on incoming/outgoing call |
Hotkey selection | Start call, answer call, hang up, start contact search |
Click-to-call/Click2Dial | Support for URI links embedded in web pages (tel://, phone://) |
Remote Office | Integration of any phone numbers (fixed network, mobile) as extension of the PBX system |
Windows client: Redial list | List with the ten last dialed phone numbers (list box) |
Windows client: Note on contact/call | Note area with project, private identification, call number suppression |
Windows client: Automatic redial on busy | Adjustable: number of attempts, pause between attempts |
Windows client: Partner bar/Busy lamp field (Monitor) | Freely or centrally configurable, dockable or freestanding window, status display of groups/participants/lines, transfer of contacts to the monitor (via drag & drop), individual speed dial keys, speed dial from the monitor, Click2Email from the monitor, positions a window reduced to contacts at the edge of the screen, which can also always be kept in the foreground. All users can get all other users pre-configured in the partner bar. |
Windows client: Activate/deactivate call forwarding based on an event | Events can be: after/at logon/logoff in client, At appointment (busy/absent), Call state (incoming/outgoing/end of call/accepting call), Change of remote station, After 1-120 minutes of idle time, At inactive workstation. |
Windows client: Sending e-mails/SMS for calls in absence | Information about missed calls as e-mail/SMS per user and their lines |
Windows client: Record calls | Controls the call recording of an external recording device/system |
Windows client: Team function | Groups in the occupation lamp field |
Windows client: Client function | Display of called contact |
Windows client: Assignment of calls to project identification numbers (PIN) | Grouping of calls according to project identification numbers (PIN) |
Windows client: Call scheduling | Opens a call window with the desired contact without automatically executing the call, Automatic resubmission of calls with note option, Automatic assignment of phone calls for colleagues with note option, Automatic monitoring of call scheduling also for colleagues. |
Windows client: Automatic redial | Repeats the call again |
Windows client: ACD agent control | |
Conference call | |
CTI convenience features | |
Reverse search | |
Windows client: Busylight ssupport | |
Link do not disturb with presence status "Do not disturb" | |
Reject calls when busy/Busy on Busy | |
Schedule calls | |
Windows client: Connection duration display | During the call and in the journal |
Manage lines | |
Set default line | |
Rename lines | |
Preventing telephone calls via TAPI lines | It is possible to use TAPI purely as a control line for call forwarding, etc. and to restrict telephony on these lines. |
*For more information on supported features depending on individual telephone systems: see Supported telephony functions/function overview and Supported telephone systems for estos ProCall
Softphone
Function | Description |
---|---|
Windows/iOS/Android client: SIP compatible softphone with call answer, hang up, reject, toggle, consultation, conference, call forwarding (internal, external, all, by time), call protection, multi-frequency dialing (DTMF), call forwarding (before call answer, during call), call pickup, keypad (dial pad), caller ID suppression Windows client: project identification numbers (PIN), feature code dialing | Comfort features in telephony (depending on the telephone system); For further details please refer to Overview SIP telephone systems for ProCall softphone – compatibility list |
Softphone functions via SIP subscriber registration (SIP extension) | Compatible SIP PBX requirement |
Softphone functions via SIP system networking ("SIP trunk") | Compatible SIP PBX requirement |
HD Voice/HD telephony support | HD Voice Codecs Opus and G.722 for SIP Softphone functionality towards PBX or terminals on PBX Note that for HD Voice, the entire chain of participating components (terminals, PBX, trunk, etc.) must support the Codec G.722 (or Opus) codec. |
Windows client: Remote desktop mode | Remote access and control of connected audio devices/headsets via RDP, e.g. in a terminal server environment |
Audio/Video communication
Function | Description |
---|---|
Windows/iOS/Android client: Audio/video chat start/end | Audio/video communication between two (2) ProCall Enterprise users |
Windows/iOS/Android client: Audio/video chat across enterprise boundaries with federation | Audio/video chat between ProCall Enterprise clients of the same version via federation |
Video conferencing (online meetings) with multiple participants | Add-on necessary (optional): |
Screen sharing
Function | Description |
---|---|
Windows client: Grant/request screen sharing | Present screen content between two (2) participants in video chat |
Windows client: Screen sharing with "Allow control" | Present screen content to another participant in the video chat and allow them to make changes to their own screen content |
Windows client: Multiple screens | When using multiple screens (monitors), the corresponding desired one can be selected for screen sharing |
Notification
Function (depending on client variant/operating system) | Description |
---|---|
Missed call notification | Display in "speech bubble" |
Notification about missed audio/video chats | Display in "speech bubble" |
Notification about new chat messages | Display in "speech bubble" |
Notification about unread e-mails | Display in "speech bubble" |
Notification about upcoming appointments | Display in "speech bubble" |
Notification of scheduled calls | Display in "speech bubble" |
Notification of new contact requests/authorization requests | Display in "speech bubble" |
Notification of fax messages | Display in "speech bubble" |
Info about status change | With the appropriate authorization, information can be provided when a contact is available again after an absence, logs off, or a call is to be placed |
Call window/communication window | Pop-up for incoming calls/video chats |
Contact portal/Multimedia business card for the website
Function | Description |
---|---|
Contact portal for the website | Integration of audio/video chat on the website with selected ProCall users |
Multimedia business card | Contact details of selected ProCall users |
Audio/video chat/LiveChat | Audio/video chat with ProCall users via the contact portal and the multimedia business card in the browser |
Contact details, presence status and photo of ProCall users with action areas | Information about contact details, presence status with photo of ProCall users |
Bluetooth paired mobile phones
Function | Description |
---|---|
Windows client: CTI control/display of phone calls | The mobile phone is treated like a phone line in the ProCall client |
Windows client: Making phone calls on the PC via the mobile phone (cf. handsfree) | Windows multimedia devices, e.g. USB headsets, are used for phone calls on mobile phones |
Windows client: Mobile phone contacts as another data source for search | Search is extended to the contacts stored in the mobile phone |
Windows client: Mobile phone journal integration | Mobile phone journal is integrated into ProCall client |
SMS
Function | Description |
---|---|
Windows/iOS/Android client: Sending SMS messages | Use of an SMS provider to send SMS messages to contacts with SMS-enabled phone numbers |
SMS provider configuration | SMS provider setup option |
Search (phone book function)
Function | Description |
---|---|
Windows/iOS/Android client: Parameterized search | Restriction/extension of search to specific data fields, e.g. surname, first name, city, or individual data fields |
Windows client: Sorting the search results | Sorting search results by data fields |
Windows client: Sequence in which the data sources are searched/displayed | Data sources can be searched in a specific order |
Windows/iOS/Android/macOS client: (Individual) actions on data fields | Actions can be performed with the data fields. Individual actions can also be defined for individual data fields |
Favorites
Function | Description |
---|---|
Windows client: Contacts and phone lines as quick dial elements | Deposit of contact cards of the line keys for the most frequently used calls |
Windows client: Grouping | Order of contact cards and line keys in groups with free names |
Journal
Function | Description |
---|---|
Journal, telephony history | In the journal all calls are stored on the server side, extended journal browser for team journal, display of call notes, marking of forwarded/called calls, special handling of private calls, recording of project codes |
Team journal | Depending on granted permissions |
Windows client: Journal filter functions | All outgoing/incoming/internal/external/answered/unanswered calls, by time (1/7/31 days, period). |
Windows/iOS/Android/macOS client: Journal entry information | Contact, type, phone number, duration, time/date, talked to, project, line (extension), line name, forwarded from, address (MSN) |
Windows client: Contact related journal | Filtering of journal entries by a specific contact |
Windows client: Group journal + team function (leader) | Display of call notes, summary of journal entries of all group participants |
Journal storage | Archiving the chat history in the journal |
Mobile phone journal integration | Mobile phone journal is integrated in ProCall client |
Evaluation options/analysis
An add-on is available for ProCall Enterprise for the evaluation and static recording of communication behavior within a company:
optional (Add-on necesssary): ProCall Analytics
Instant messaging (chat)
Function | Description |
---|---|
Windows/iOS/Android/macOS client: 1:n participant text chat | Sending text messages between ProCall clients and via federation with 3rd party systems |
Windows/iOS/Android client: Using emoticons | A selection of images which can be inserted in the text flow. The chat message can be commented/enhanced with so-called smileys. |
Windows/iOS/Android/macOS client: Read and receive confirmation | Marking of received and read text messages |
Windows client: Browse chat history | Text search for chat history |
Share content/file transfer | Not only text messages can be sent in a chat, but also documents, photos, videos or other files. |
Superordinate search for chats and messages | |
Search within a conversation | |
Pinning chats | Pin chat partners and groups |
Simplified creation of group chats | Chat with multiple participants |
Reply to messages (quote function) | |
Reactions | Respond directly to messages with emojis/emoticons |
Forwarding chat messages | Forwarding chat messages to other contacts |
Grant or request screen sharing in chat | Screensharing (sharing screen content with another participant) can be initiated from within the chat |
Export/save chat messages | |
ChatGPT integration | Interface/API to third-party providers for ChatGPT (currently OpenAI and Microsoft with Azure OpenAI Service) Chatbot itself can thus be activated as a separate ProCall user via the interface, so that other (appropriately authorized) ProCall users in the company can "chat" with ChatGPT directly from the ProCall interface in the chat and in the group chat with their requests and make their requests. |
Presence management (including federation)
Function | Description |
---|---|
Windows client: Display of presence in a workgroup program | Display of contacts is extended in the workgroup program by the current presence status |
Windows client: Different presence states for contacts, including federation | Available, busy (phone/calendar), absent, inactive, do not disturb, unknown |
Windows/iOS/Android/macOS client: Additions to presence states for contacts. | Note stored, permission restricted, observation active, user logged in/out, federation contact |
Windows/iOS/Android/macOS client: presence states for phone lines | Free, in call (internal/external), incoming call, fault, call forwarding active, call protection |
Windows client: Accessible at the workplace or mobile | Detection if contact is logged in to smartphone client only |
Windows client: Monitor status changes | Contact becomes available/signs off/has a call to pick up |
Windows client: Calendar entries from groupware have influence on presence | Presence is influenced by calendar entries from the groupware |
Unified messaging
Function | Description |
---|---|
Windows client: Display of new FAX messages | The number of new fax messages is indicated in the message window |
Windows client: Sending FAX messages via e-mail program | For contacts with a FAX number, the e-mail program can be started to send a FAX message |
Server side setup | Selected users can access the FAX functions |
Fax web client | Integration of the web-based web client in the ProCall client tab (custom tab) |
Please refer to the product release note to see which unified messaging products can be integrated.
Business Process Integration (BPI)
Function | Description |
---|---|
Windows client: Customization of the call window | The call window can be extended to the user's needs with information and action buttons |
Windows client: Customize call windows and contact details | Administratively possible via editor |
Windows client: Takeover/transfer of contact details | Contact details can be filled in automatically if desired, e.g. together with the action button or creating a contact |
Windows client: Display contact details in call window | Contact details are displayed in the call window |
Windows/iOS/Android/macOS client: Central/local connection of contact data sources | Central connection of contact data sources with estos MetaDirectory (optional) |
Windows client: Extend context menu | To the contact the context menu can be extended by individual entries |
Workplace software/smartphone apps
General
Function | Description |
---|---|
Windows client: Individual arrangement of tabs | Tabs can be positioned individually in the window (vertically/horizontally/under each other) |
Windows client: Tab with web page content (Custom Tab) | Tabs can display web pages |
Platforms/operating systems | Windows, iOS, Android and macOS operating systems are supported. |
Server operating systems/virtualization | Windows Server operating systems are supported incl. Remote Desktop Services. (please note release notes and system requirements for product version) |
Mobile device management call window mobile app | Selectable: Android call window vs. ProCall Mobile in-app call window |
Permissions
Function | Description |
---|---|
Permission levels can be specified by the user or system-wide | Locked, public, business, team member, personal, screen sharing, audio/video chat |
Visible (contact) details and actions can be controlled by permissions for ProCall users | E-mail address, presence, chat function, see public appointments, outgoing/incoming numbers, see call forwarding, pick up call, extensions 1+2 |
Visible (contact) details and actions can be controlled by permissions for external contacts (federation) | E-mail address, presence, chat function, job title, company name, see public appointments, phone business/office, address business, website, note, mobile number, see private appointments, phone private, other phone number |
Permissions for users of the ProCall client software | CTI lines available, configure user account yourself, use audio/video chat, send SMS, accept/initiate screen sharing, record calls, access phonebooks, send missed calls as e-mail/SMS |
Mobile use/home office connection/remote work support
Function | Description |
---|---|
Client application for Windows | For Windows workstations |
Mobile app for Android, iOS | For smartphones/tablets |
Client for Windows: Connection via VPN | |
Client for Windows: VPN-less connection | The ProCall client for Windows can also be used outside the company network without a VPN connection ("VPN-less") |
Integration and interoperability
Administration
Function | Description |
---|---|
Independent user management with independent database | No need for integration into existing infrastructure due to own database |
Microsoft Active Directory integration | Reuse of users from Microsoft Active Directory incl. configuration |
Microsoft Active Directory integration (Snap-In, schema extension) | A snap-in allows users to be configured directly in Microsoft Active Directory |
Central software distribution of ProCall workstations (installation/update/uninstallation) | Computers, which are registered in the Active Directory, can be managed centrally with the client software (without interaction), incl. Group Policy (GPO) |
Defaults for standard settings for the ProCall workstations | All users have all users in the monitor, automatically provide phone number configured in the user account (e.g. Microsoft Active Directory) as a line, give users permission to each other |
User profiles (groups) with individual settings | Settings can be preset for multiple users and assigned centrally to selected users |
Multi-level authorization system | For the users and their rights among each other, the authorization levels regulate who can see how much information about calls, presence status, etc. from the other user. |
Administrative template (ADM/ADMX) | Via the Microsoft Active Directory Group Policy (GPO), settings can be assigned and distributed per user |
Encryption | Encryption can be enforced |
Customization of the display | integrated: Editor for contact details and call window for comfortable design of fields |
Multiple sites (MultiSite)
Function | Description |
---|---|
Support of multi-device connection or trunk connection | Different office connections are supported and can be combined |
Consolidated provisioning of TAPI lines | Selected TAPI lines are made available via the network |
Windows client: Emergency call signaling | It is possible to configure call number prefixes for different locations that can be identified by IP addresses, which ensure that the emergency call is made via the location-specific exchange line including location ID in order to be transferred directly to the nearest control center. If the IP address cannot be assigned to a location, a message is displayed to the user in the client. |
Different manufacturers (MultiVendor)
Function | Description |
---|---|
Remote TAPI driver: Proxy TSP | Outgoing dialing: One line, terminal server capable |
Remote TAPI Driver: Remote TAPI driver | Outgoing dialing for two lines |
Remote TAPI Driver: MultiLine TAPI driver | Outgoing dialing, for n lines, terminal server capable |
Integration of telephone systems/extensions | Almost every TAPI capable product can be connected via the Windows TAPI interface |
Operation via headset/call control | Selected functions such as hang up, answer, mute lead to the control of the ProCall client |
Video camera control | Selected functions such as zoom, pan, tilt lead to the control of the video cameras |
Door camera/intercom monitoring | Call window can be extended to include monitoring of a (door) camera or intercom system |
Different devices/end devices (MultiDevice)
Depending on the underlying telephone system, a wide variety of terminals can be used.
For many products of the manufacturers Agfeo, Alcatel-Lucent, Auerswald, BroadSoft, Cisco, Mitel (formerly Aastra/DeTeWe), Unify (formerly Siemens Enterprise Networks), Panasonic, snom, Telekom, Teles, Yealink etc. e.g. Windows TAPI drivers are offered, which enable a connection of the PBX/extensions via ProCall Enterprise.
Other manufacturers such as Jabra, Logitech, Poly (Plantronics), Sennheiser can be integrated via proprietary drivers.
Optionally, TAPI drivers can be obtained from estos for selected products (especially those with a uaCSTA/CSTA interface).
Multi-server environments (MultiServer)
Optional via ProCall DataCenter (higher expansion level of ProCall Enterprise): several UCServers work together and can be administered jointly.
In particular, large environments and environments with increased redundancy and administration requirements are supported.
ProCall DataCenter is particularly suitable for use in large companies with more than 2,500 workstations, as well as companies with multiple locations and increased need for failover.
Interoperability with federation
Federation with XMPP and SIP protocols, e.g.
- estos ProCall Enterprise
- Cisco Jabber
- innovaphone PBX
- Microsoft Skype for Business
Other/additional products that allow federation via XMPP and SIP are possible.
Integration of unified messaging products
Integration has been made for the following unified messaging products:
- ixi-UMS Business/Enterprise
Integration of ProCall Meetings – video conferencing and online meetings
Video telephony for subscribers 1:1 included in the product scope.
Video conferencing for up to 50 participants: Add-on optional: ProCall Meetings with ProCall Enterprise integration.
Integration of ProCall Voice Services – cloud PBX
ProCall Voice Services is an add-on to ProCall Enterprise and provides a telephone system with basic functions.
Function | Description |
---|---|
Softphone | The following switching and telephony functions are supported:
|
Collection/call groups | All group members who are activated for Voice Services can log in and out of the groups via ProCall client for Windows. An after-work greeting can be stored, which is played when calls are made outside working hours. |
IVR | One-step IVR Interactive Voice Response |
Voice mailbox | Voice mailbox for each user |
Integration with Microsoft Teams
The integration of ProCall Enterprise in Microsoft Teams enables mutual reconciliation of presence and call status. For example, if a call is received via ProCall Enterprise during a meeting in Microsoft Teams, it is rejected – depending on the setting. Conversely, a call in ProCall Enterprise also influences the presence status and activity in Microsoft Teams.
Integration of ChatGPT
Interface/API to third-party providers for ChatGPT (currently OpenAI and Microsoft with Azure OpenAI Service)
Chatbot itself can thus be activated as a separate ProCall user via the interface, so that other (appropriately authorized) ProCall users in the company can "chat" with ChatGPT directly from the ProCall interface in the chat and in the group chat with their requests and make their requests.
Integration of groupware solutions or industry solutions
Function | Description |
---|---|
Representation of presence in the workgroup program | Display of contacts is extended in the workgroup program by the current presence status |
Perform telephony actions | Initiates functions from the workgroup program, such as telephone call, chat |
Search/open contacts | Contacts from the workgroup program are searchable in the ProCall client, and can also be opened in the groupware |
Read contact details | Contact details from the workgroup program are displayed in the ProCall client, e.g. in the search result or call window (CTI) |
Create contacts | Contacts can be created from within the ProCall client, e.g. from the call window |
Calendar entries from groupware have an influence on presence | Presence is influenced by calendar entries from the groupware |
Microsoft Outlook extension | An add-on in Microsoft Outlook for search and dialing |
Workgroup programs from many manufacturers such as DATEV pro Arbeitsplatz, Google, IBM or Microsoft are supported.
Others can be connected e.g. via Microsoft EWS Exchange Web Services or Graph API.
Central connection of contact data sources with estos MetaDirectory (optional)
With the estos MetaDirectory product, additional contact data sources can be optionally connected. Here are a few possible examples:
Available replicators
- Active Directory/Global Catalogue
- Custom Replicator
- DATEV SDD (32bit)
- Exact Online
- Google people
- HCL Notes (32-bit) 9 to 12
- LDAP (OpenLDAP, NDS, Public Directories)
- MetaDirectory
- Microsoft Dynamics CRM/Dynamics 365
- Microsoft Exchange Webservices (EWS)
- Microsoft Graph/Microsoft Office 365
- ODBC (32-bit) (Access, SQL Server, MySQL, Oracle, …)
- ODBC (64-bit) (Access, SQL Server, MySQL, Oracle, …)
- Salesforce SOAP Webservice
- Steps Business Solution
- Text CSV File
Examples of connectable solutions
- Microsoft CRM, NAV, AX *
- Microsoft Dynamics 365
- Microsoft Exchange Server
- Microsoft Office 365
- Google Apps for Work/G Suite
- HCL Notes (formerly IBM Notes)
- SAP CRM *
- SAP R/3 *
- SAP Business One *
- Salesforce CRM
- Sugar CRM *
- Cobra CRM * PRO/PLUS, adress PLUS
- CAS Genesis World
- ES Office
- Sage ACT! *, CRM *
- DATEV pro
- Schleupen CS *
- Das Telefonbuch des TVG Verlags
- TwixTel
- 11880.com (formerly klickTel Server)
- Swisscom Directories
- Microsoft Teams:
- LDAP connection to SBC Session Border Controller for call number resolution
- Set up estos MetaDirectory Teams app and share it in the organization
* via ODBC replicator
GDPR compliance
ProCall Enterprise takes into account the requirements of the GDPR (General Data Protection Regulation).
Supplement to the list of processing activities pursuant to Art. 30 (1) GDPR for ProCall Enterprise
Privacy-friendly default settings
ProCall Enterprise already offers privacy-friendly default settings during installation. These can also be changed after installation in the UCServer administration:
roCall Enterprise: Privacy-friendly default settings (Art. 25 GDPR)
Declaration for works council questions
In projects where the introduction of ProCall Enterprise is also discussed with the works council, questions sometimes arise regarding the new solution to be introduced. Particularly with regard to the topics of journaling, presence management and content sharing (file transfer), there are sometimes reservations that cannot be adequately addressed due to a lack of information. In order to dispel concerns and provide information about the actual facts.
estos declaration for works councils for the use of ProCall Enterprise
Software maintenance/support
Software maintenance contract | A software maintenance contract is automatically concluded for ProCall Enterprise. Support und Softwarepflege |
Support | estos offers technical support for ProCall Enterprise. (free of charge or with costs) Support und Softwarepflege |
Information about security advice/remedied security vulnerabilities
If necessary, estos informs about relevance and fixes – immediately after security vulnerabilities affecting the estos software become known:
Knowledgebase
Self help about knowledgebase articles | estos offers an extensive knowledgebase that is publicly accessible. |
Online licensing
ProCall Enterprise licenses are managed via the UCConnect online portal.