ProCall Meetings integration in ProCall client for Windows
March 2022
Available since ProCall 7 Enterprise SR4
Online meeting and video conferencing capabilities directly available in ProCall client for Windows
The integration of ProCall Meetings in the ProCall client for Windows allows you to use functions of ProCall Meetings such as starting, planning and inviting participants directly in the ProCall client for Windows without having to switch to the ProCall Meetings platform. Due to the integration, the appropriate menu items are available simply by clicking in the context menu or in the action bars, for example in the "My" area, in the chat window, in the call window, in the monitor or in the favorites of the respective contact. Invitations and links to meetings can be easily sent via chat or e-mail. In addition to your other upcoming appointments, you will also be notified about upcoming online meetings via the speech box and can participate directly with just one click..
Integration can be administratively made available to all ProCall Enterprise users who have an activated license for ProCall Meetings.
A description of which requirements you must observe, how to proceed with administration/configuration and which functions you will find in which context menu in the ProCall Enterprise client for Windows is provided below.
Requirements
- ProCall 7 Enterprise from version 7.4.0 (UCServer and ProCall client for Windows)
- ProCall Meetings setup and activated users (Set up ProCall Meetings)
- Internet access for the ProCall client for Windows (ProCall Meetings system requirements)
- Optional: Outlook calendar integration via MAPI or EWS
Start-up
- ProCall user must be activated for ProCall Meetings → see item "Set up UCServer user management" in ProCall Meetings.
ProCall client for Windows
"My" area/Action area of the ProCall client for Windows
You will find a jumping off point directly in the ProCall Meetings dashboard in the "My" area of the ProCall client for Windows if the integration is successful. The dashboard will open in the default browser.
You can access the function either via the ProCall Meetings icon () in the action area or in the menu of the audio/video icon.
Example screenshot: ProCall client for Windows – "My" area – Action area
ActiveContact context menu
By right-clicking on a contact (favorites, monitor, call window, etc.), a context menu opens offering various options matching the available contact information of the contact. With ProCall Meetings integration, additional functions appear here depending on what type of contact it is (e.g. internal contact) and what information is available for the contact (e.g. e-mail address):
Start meeting and invite via chat...
Start meeting and invite by e-mail...
Start meeting and copy link...
Schedule meeting...
Example screenshot: ProCall client for Windows – Favorites - ProCall Meetings – Start meeting or schedule and invite meeting
If Outlook integration is not activated, the mail invitation or scheduling function is not available.
If no chat is possible with the contact, then the chat invitation is unavailable, but the function to copy the link to the clipboard is possible.
Start meeting and invite via chat...
The standard browser is opened, Meet Now is started (for a description, see Roles and rights in the "MeetNow" section) and the link to this meeting is inserted into the input line of the chat for this contact. The chat can then be sent so that the link to the meeting is immediately available to the contact.
Start meeting and invite by e-mail...
The standard browser is opened, Meet Now is started (for a description, see roles and rights in the "MeetNow" section) and the link to this meeting is copied into a new e-mail. If an e-mail address is stored for this contact, it is automatically entered as the recipient. The e-mail can then be sent so that the link to the meeting is immediately available to the contact.
Start meeting and copy link...
Here the standard browser is opened, Meet Now (description see roles and rights in the item "MeetNow") is started and the link to this meeting is copied to the clipboard.
Schedule meeting...
A new window opens with this function, in which the user's own meeting rooms as well as the rooms marked as favorites are listed. You can now select a room – after confirming with the OK button, the Outlook integration of the ProCall client for Windows opens a window in Microsoft Outlook to create an appointment. Recipient (if an e-mail address is available), link to the room etc. are already pre-filled. Optionally, you can also "Join the meeting immediately" so that the meeting is opened directly in the default browser.
A multi selection of contacts is possible via the CTRL key.
Chat or call window
The functionality in the chat or call window is oriented 1:1 from the functionality described above for the context menu.
In the Chat or A/V window, the e-mail invitation to a Meet Now is not available. For this, simply use the option to quickly invite the contact via chat.
Example screenshot: ProCall client for Windows – Call window – ProCall Meetings – Start meeting immediately or schedule meeting
Example screenshot: ProCall client for Windows – Call window – On call – ProCall Meetings – Start meeting immediately or schedule meeting
Invite multiple participants to the meeting
This functionality is also available in chat rooms. For example, all participants whose e-mail address is available are entered as recipients of the appointment in the scheduling function via e-mail.
Monitor/Favorites action bar
The ProCall Meetings icon in the action bar of a monitor or favorite contact can be used to perform contact-specific actions as in the context menu.
The color of the icon changes to red if the contact is currently attending a ProCall meeting.
Example screenshots: ProCall client for Windows – action bar with mouse over - available or in a meeting
Speech bubble and calendar icon in "My" Area
ProCall Meetings integration also adds the "Appointments" feature to the Speech bubble info. The user can find the setting to enable or disable in the "Settings → Behavior → Show bubble for".
The requirement for the extension of the speech bubble information window is the Outlook calendar integration via MAPI or EWS.
5 minutes before each appointment and during the appointment, the speech bubble shows how many appointments are currently pending or taking place. By right-clicking on the icon, different options can be selected for each appointment:
Open calendar (also directly possible by left-clicking on the icon in the speech bubble)
Listing of dates with topic/subject and time
Open appointment
Join the meeting*
Copy meeting link*
Notify in the speech bubble
Example screenshot: ProCall client for Windows – ProCall Meetings – Appointments – Calendar
* The advanced functionality like "Join meeting" or "Copy meeting link" is only available if a link was found in the appointment that matches the ProCall Meetings or STARFACE NEON platform. All other appointments are displayed without this advanced functionality.
This integration can also be accessed by right-clicking on the calendar icon in the "My" area of the ProCall client for Windows.
3rd party appointment integration
The advanced feature described above can also be used for other platforms such as Microsoft Teams, Zoom or others if you know the appropriate URL to participate.
Add more providers via the registry
Additional providers can only be added via the registry:
Hive: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\ESTOS\UCServer4\CtiMain\AddIns\EMeetingsCxtMenuHandler
Create a value (REG_SZ, string) "3rdParty" and assign as data e.g. "Teams".
Then create a new key corresponding to the data from "3rdParty" (i.e. "Teams").
The default value of this new key corresponds to the URL scheme of the link to be searched for in the appointment, e.g. "https://teams.microsoft.com/l/meetup-join/"
Then create 2 more values (REG_SZ, string) "CopyLink" and "JoinMeeting" to be used as text in the context menu for the corresponding function. So for example "Copy Microsoft Teams Link..." and "Join Microsoft Teams Meeting".
Example screenshot: ProCall client for Windows – Registry – CtiMain – AddIns – EMeetingsCxtMenuHandler – Create 3rd party provider
After restarting the ProCall client for Windows, this URL type is now also recognized in an appointment and you can join such a meeting directly via the speech bubble.
Multiple providers can be specified in the "3rdParty" value – separated by semicolons. A key with the name must be created for each provider.
Example of a Microsoft Teams and Zoom 3rd party integration
Windows Registry File
Windows Registry Editor Version 5.00
[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\ESTOS\UCServer4\CtiMain\AddIns\EMeetingsCxtMenuHandler]
"3rdParty"="Zoom;Teams"
@="{e910913c-06e7-4341-889d-015f06551a30}"
"Name"="estos UCClient meetings context menu handler extension"
[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\ESTOS\UCServer4\CtiMain\AddIns\EMeetingsCxtMenuHandler\Teams]
"CopyLink"="Microsoft Teams Link kopieren..."
"JoinMeeting"="An Microsoft Teams Besprechung teilnehmen"
@="https://teams.microsoft.com/l/meetup-join/"
[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\ESTOS\UCServer4\CtiMain\AddIns\EMeetingsCxtMenuHandler\Zoom]
@="https://us02web.zoom.us/"
"JoinMeeting"="An Zoom-Meeting teilnehmen..."
"CopyLink"="Zoom-Meeting-Link kopieren"
In this case, for example, appointment invitations for a Microsoft Teams meeting or a Zoom meeting would look like this