HansaWorld - Integrated ERP and CRM

Introduction

When you install Hansa BusinessPhone as described here, the application will be started automatically when the installation process finishes. The first window to appear will ask how you want to use the application:

Master: Hansa BusinessPhone allows you to use a single list of contacts in a network. Instead of each user maintaining their own list of Skype and other contacts, a single central list will be available to every user. This list will be stored in the Hansa BusinessPhone database on one computer. This is known as the "master" database, and the computer containing the master is known as the "server". The master database will be accessible by the other computers on the network (the "clients"). Once you have configured the master and the clients, you will be able to use the master and the clients in an identical manner: the only requirement is that the master should be running before the clients are started.; Choose the [Master] option if you are starting Hansa BusinessPhone on the computer where the contact list is to be stored.
Client: Once you have configured the master, you can then configure each client. The master should be running while you are doing this.

Please click for more details about the Master and Client options.

As soon as you start Hansa BusinessPhone, it will start communicating with Skype. At some point during the configuration process (the exact moment will depend on the speed of your computer), Skype will ask you if you will allow Hansa BusinessPhone to use Skype:

If you choose the first option, you will allow Hansa BusinessPhone to use Skype, and you will not be asked again (unless you install a new version of Hansa BusinessPhone). If you choose the second option, you will be asked to allow Hansa BusinessPhone to use Skype each time you start Hansa BusinessPhone.

Master

After clicking the [Master] button in the window shown above, a window will appear where you can specify a Master Password.
The server computer containing the master will use Bonjour technology to announce its presence on the local network. When you start a client for the first time, it will use Bonjour to display a list of available nearby servers (servers in the same subnet). After you select a server, a login window will appear. This will contain a [New User] button that you can use to create a new user account in the master database. When you do this, you will be asked to enter the Master Password before you can create the user account.
In this step, you should specify the Master Password. The process of creating a user account from a client computer is described in more detail on the Client page.
Choose and enter a Master Password, and click [Next].
A second window will appear, asking for your company name:
Enter your company name or an abbreviation. In some areas of Hansa BusinessPhone, only the first ten characters will be used. Then, click the [Next] button.
The 'User Details: New' window will be opened. Here you can enter your personal details, to create a user account for yourself (or for any person that will use Hansa Business Phone: it does not need to be the person that will usually use the application on the server computer). You must enter your Signature (initials) and Name before you can progress to the next step, but the other information is optional.
Signature
Enter your initials. You will use these initials and a Password to log in to Hansa BusinessPhone each time you start the application. You can enter up to ten characters.
Name
Enter your name.
Phone 1
Enter your mobile phone number including international prefix preceded by + not 00 (e.g. +44 for the UK, +372 for Estonia). This will be used as the originating phone number if you send SMS text messages from Hansa BusinessPhone (the SMS text message feature has not yet been implemented).
Phone 2
If necessary, enter a second mobile phone number, again including international prefix preceded by + not 00.
Email Address
Enter your email address. This will be used as the originating email address if you send emails from Hansa BusinessPhone.
Specification, Comment
Use these fields to record any comments about yourself.
When you have completed the 'User Details: New' window, click the [Activate User] button at the bottom of the window.
The 'User Details: Inspect' window appears, confirming your details. If anything is wrong, correct it and click the [Save] button at the top of the winow:
Click the [Open Login Window] button and enter your Signature when the login window appears:
Click [OK].
You will be asked if you want Hansa BusinessPhone to remember your Signature and Password, so that you do not have to enter them yourself each time you log in.
Bearing in mind that the Password is a security feature, it is recommended that you only click the [Yes] button if you are absolutely sure no-one other than yourself will have access to your computer. Whichever option you choose, you will be able to change it later if necessary.
The next step is to specify your Password.
Choose your Password and enter it in the New Password and Retype New Password fields. Then, click the [Save] button at the top of the 'Change Password' window.
The main 'Hansa BusinessPhone' window will appear:

Client

Having configured the master, you can then configure Hansa Business Phone on each client computer. The master should be running while you are doing this.

After clicking the [Client] button in the window shown above, the 'Server Address: Inspect' window will appear, listing the available Bonjour servers in the same subnet as your client computer:
Click on the server in the list that you want to log in to, and then click the [Save] button.
If the Bonjour server is not in the same subnet as your client machine, enter its IP address in the Hardware or IP field, and specify 1200 in the Port field.
In both cases, the server details will be saved in the Hansa BusinessPhone client application, and a message will inform you to this effect.
The 'Select Company' window will appear, containing your company name, as specified in step 2 on the Master page:
Double-click the company name, or highlight it and click [OK].
The login window will appear:
Click the [New User] button to create a user account for a person who will be using Hansa BusinessPhone. This person will not necessarily have to use Hansa BusinessPhone on the particular client computer that you are using to create their account. All user accounts are stored in the master database and any person will be able to log in and use Hansa BusinessPhone on any client computer containing the application.
A second login window will appear, wher you should enter the Master Password that you specified in step 1 on the Master page:
This will log you in to the server where the user account will be stored. Having entered the Master Password, click the [OK] button..
The 'User Details: New' window will be opened. Here you can enter a person's details, to create a user account for that person. You must enter a Signature (initials) and Name before you can progress to the next step, but the other information is optional.
Signature
Enter the person's initials. They will use these initials and a Password to log in to Hansa BusinessPhone each time they start the application. You can enter up to ten characters.
Name
Enter the person's name.
Phone 1
Enter the person's mobile phone number including international prefix preceded by + not 00 (e.g. +44 for the UK, +372 for Estonia). This will be used as the originating phone number if they send SMS text messages from Hansa BusinessPhone (the SMS text message feature has not yet been implemented).
Phone 2
If necessary, enter a second mobile phone number, again including international prefix preceded by + not 00.
Email Address
Enter the person's email address. This will be used as the originating email address if they send emails from Hansa BusinessPhone.
Specification, Comment
Use these fields to record any comments about the person.
When you have completed the 'User Details: New' window, click the [Activate User] button at the bottom of the window.
The 'User Details: Inspect' window appears, confirming your details. If anything is wrong, correct it and click the [Save] button at the top of the window:
Click the [Open Login Window] button and allow the person to enter their Signature when the login window appears:
You will be asked if you want Hansa BusinessPhone to remember this person's Signature and Password, so that they do not have to enter them each time they log in.
Bearing in mind that the Password is a security feature, it is recommended that you only click the [Yes] button if you are absolutely sure no-one other than yourself will have access to your computer. Whichever option you choose, you will be able to change it later if necessary.
The next step is to specify a Password. This is the Password the person will use each time they log in to a Hansa BusinessPhone client, not the Master Password specified in step 1 of the Master page.
Choose a Password and enter it in the New Password and Retype New Password fields. Then, click the [Save] button at the top of the 'Change Password' window. Hansa BusinessPhone will quit: restart and login.
The main 'Hansa BusinessPhone' window will appear:
Repeat the sequence for Hansa BusinessPhone on each client computer, creating user accounts for each person that will use Hansa BusinessPhone. In steps 7-9, you can log in as each person and specify a Password for them. They will be able to change it later. If you are installing Hansa BusinessPhone on a new client computer and do not need to create a new user account, log in as a user at step 3 to proceed to the main 'Hansa BusinessPhone' window.