State of knowledge

November 2023
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 

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.

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
Windows client: project identification numbers (PIN), feature code dialing

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


*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
available for selected telephone systems  

Softphone functions via SIP system networking ("SIP trunk")

Compatible SIP PBX requirement
available for selected telephone systems

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.

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):
for up to 50 participants via ProCall Meetings with ProCall Enterprise integration

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.
Formats and file sizes can be administratively restricted.

Superordinate search for chats and messages


Search within a conversation


Simplified creation of group chats

Chat with multiple participants 

Reply to messages (quote function)


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.  
Whereby the clients have different features (please note the release notes for the product version)

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

Global permissions in UCServer

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")

https://support.estos.de/de/procall-enterprise/procall-fuer-windows-einfach-ueber-das-internet-vpn-less-anbinden

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. 
(Settings from public to private to blocked)

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

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:

  • Starting a call and answering a call
  • Transferring calls
  • Telefonkonferenz (max. 3 Teilnehmer)
  • Windows client: call forwarding to any destination on "Busy" or "Always"
  • Windows client: Call forwarding to the voice mailbox on "Busy" or "Always"

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
The caller can be connected directly to the desired destination using telephone keys (DTMF).
An after-hours announcement can be stored, which is played if the call is made outside working hours.

Voice mailbox

Voice mailbox for each user
The voice mailbox can be set up and accessed via the ProCall Client for Windows.
Voice messages left by the caller are delivered by e-mail.

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:

    * 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:

Security advice

Knowledgebase

Self help about knowledgebase articles

estos offers an extensive knowledgebase that is publicly accessible. 
With helpful articles and interesting facts about installation, commissioning, maintenance, etc. of the software.

support.estos.de 

Online licensing

ProCall Enterprise licenses are managed via the UCConnect online portal.

Online licensing ProCall 8 Enterprise