Copyright: Copyright© 1999 Symantec Corporation.  All rights reserved.
Citation: Copyright© 1999 Symantec Corporation.  All rights reserved.


Creating a New .cid File

To create a new Caller ID file in the Caller ID Directory Editor, select the File | New... menu item and enter the new filename in the New Caller Information Directory dialog.

The New Caller Information Directory dialog operates like most standard file open dialogs. By default, your new Caller ID file is given a .cid extension and stored in the Procomm Plus home directory. Enter the filename of your new Caller ID file and click on OK. The editor creates and opens the new .cid file, and displays the name of the file in its title bar.

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Exporting Caller ID Directory Entries
Exporting Caller ID Directory Editor Entries

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To save your Caller ID Directory Editor entries into a delimited record file, select the File | Export... menu item to display the Export Directory Entries dialog.

Available Fields list and  Field Order list

This dialog allows you to specify the fields you want included in the entry records and the order in which those fields appear in a record. The fields you can select are displayed in the Available Fields list; the currently-selected fields appear in the Field Order list, in the order they’ll be written to the record(s).

To add a field to the Field Order list, click on it or highlight it with the <Tab> and cursor keys, then click on the arrow button pointing towards the Field Order list. The field is removed from the Available Fields list and added to the list of selected fields.

To remove a field from the Field Order list, click on it or highlight it with the <Tab> and cursor keys, then click on the arrow button pointing towards the Available Fields list. The field is removed from the list of selected fields, and reappears in the Available Fields list.

You can specify the format of an exported record by taking advantage of several controls in the dialog:

Export quoted strings

If you want all text fields exported as quoted strings, enable this check box. Otherwise, exported fields will be separated only by the Field Delimiter, as explained below.

Field Delimiter

This setting determines the character used to separate entry fields within each record. You can specify a tab or comma character by selecting the appropriate option button, or specify an ASCII decimal value from 0 to 127 by selecting Other and entering the value in the edit field.

Record Delimiter.

This setting determines the value(s) used to separate the exported records. You can specify a Carriage Return/Line Feed pair, a Carriage Return or a Line Feed character by selecting the appropriate option button, or specify an ASCII decimal value from 0 to 127 by selecting Other and entering the value in the associated edit field.

Export...

When you’re satisfied with the Field Order values you’ve selected and the control settings, click on Export... to generate the entry records.

Use Clipboard

If you enable the Use Clipboard check box, the entry records will be copied to the Windows Clipboard when you click on Export... Otherwise, a standard File Save dialog is displayed, where you can specify a path and name for the records file.

Cancel

To return to the Caller ID Directory Editor window without exporting a record file, click on Cancel.


Global Screening

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By default, Procomm Plus’s Caller ID processing references each entry’s answer settings when handling incoming calls. However, using the Caller ID Directory Editor you can also choose to accept or reject calls based upon a selection list.

Global Screening can be very useful. For example, if you’re expecting an important fax from a particular client, you could use the Global Screening feature to keep your phone line available. Or, you could use the screening list to limit access to your system to a specific group of callers.

To modify the Global Screening setting or edit the screening list, select the View | Global Screening... menu item or click on the Global Screening Action Bar button to open the dialog. The name and path of the currently-loaded .cid file is displayed at the top of the Global Screening dialog.

Available Entries List and Global Screening List

The entries you can select for screening are displayed in the Available Entries list on the left side of the dialog, while the entries you’ve already selected for screening appear in the Global Screening List on the right side.

To move an entry from the Available Entries list, you must first select it by clicking on it or by highlighting it with the <Tab> and cursor keys. Then, click on the arrow button that points towards the other list. The selected entry is removed from the Available Entries list and added to the Global Screening List.

To move an entry from the Global Screening List, select it and click on the arrow button that points towards the Available Entries list. The entry is removed from the Global Screening List and reappears in the Available Entries list.

The Global Screening setting is determined by three option buttons, located at the bottom of the dialog:

Global Screening Off

Select this button if you want Procomm Plus to reference an entry’s individual answer settings when handling an incoming call. Global Screening Off is the default setting.

Accept calls only from Global Screening List

Select this button if you want Procomm Plus to accept incoming calls only from those entries you’ve placed in the Global Screening List.

Block calls from Global Screening List

Select this button if you want Procomm Plus to block incoming calls from those entries you’ve placed in the Global Screening List.

You may notice that the Global Screening List changes as you toggle between the three option buttons. This is intentional, as it allows you to quickly switch between accepting and blocking separate groups of Caller IDs.


Importing Caller ID Directory Entries
Importing Caller ID Directory Editor Entries

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The Caller ID Directory Editor can import data from two kinds of sources: other .cid files you’ve created or delimited text records. Typically, delimited text records are created by spreadsheet or database applications. Once imported into the directory, the records are interpreted and used to create new directory entries.

Importing Delimited Text Records

Importing Other .cid Files


Importing Delimited Text Records

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To import delimited text records, select the File | Import | Import Generic... menu item to open the Import Directory Entries dialog.

This dialog allows you to specify the record fields contained in the data you’re importing. The fields you can select are displayed in the Available Fields list; the selected fields appear in the Field Order list. You should specify the data fields in the same order that they will appear in the import records.

To add a field to the Field Order list, click on it or highlight it with the <Tab> and cursor keys, then click on the arrow button pointing towards the Field Order list. The field is removed from the Available Fields list and added to the list of selected fields.

To remove a field from the Field Order list, click on it or highlight it with the <Tab> and cursor keys, then click on the arrow button pointing towards the Available Fields list. The field is removed from the list of selected fields, and reappears in the Available Fields list.

You can specify the format of an imported record by taking advantage of several controls in the dialog:

Field Delimiter

This setting determines the character used to separate entry fields within each imported record. You can specify a tab or comma character by selecting the appropriate option button, or specify an ASCII decimal value from 0 to 127 by selecting Other and entering the value in the associated edit field.

Record Delimiter

This setting determines the value(s) that separate the imported records. You can specify a Carriage Return/Line Feed pair, a Carriage Return or a Line Feed character by selecting the appropriate option button, or specify an ASCII decimal value from 0 to 127 by selecting Other and entering the value in the associated edit field.

Import...

When you’re satisfied with the Field Order values you’ve selected, the control settings and the filename, click on Import... to process the entry records.

If you enable the Use Clipboard check box, the entry records will be copied from the Windows Clipboard when you click on Import. Otherwise, a standard File Open dialog is displayed, where you can specify a path and name for the records file, or browse for the file you want to import.

Cancel

To return to the Caller ID Directory Editor window without importing any records, click on Cancel.


Importing Other .cid Files

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You can import an existing .cid file from version 2.x, 3.x, or 4.0. To import a directory from 2.x, select the File | Import | Import Version 2.x CID Directory menu item. For 3.x or 4.x versions, select the File | Import | Import CID Directory menu item. The editor displays the Open dialog, where you can browse for the .cid file you want with the standard dialog controls. When you’ve selected the directory file you want, click on OK to accept it and import it into the currently-loaded .cid file.

To close the dialog without importing any records, click on Cancel.


Opening a .cid File

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To open a Caller ID directory file in the Caller ID Directory Editor, select the File | Open... menu item and then select the file from the Open Caller Information Directory dialog.

The Open Caller Information Directory dialog operates like most standard file open dialogs. Caller ID files are have a .cid extension and are located in the Procomm Plus home directory. Select the .cid file that you would like to open and click on OK. The editor displays the .cid file's contents in the editor window, and displays the name of the file in its title bar.


Opening the Caller ID Directory Editor

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You can open the directory in several different ways:

•	By clicking on its icon in the Procomm Plus Utilities group on the Start menu.

•	By selecting the Tools | Caller ID Directory Editor... menu item in the Terminal window.

•	By clicking on the Caller ID Directory Editor button in the tool-related Action Bar included with Procomm Plus.

As the Caller ID Directory Editor opens, it displays the current Caller ID file in its title bar. For information on opening a Caller ID file, see Opening a .cid File. For information on creating a new Caller ID file, see Creating a New .cid File.


Printing a .cid File

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To print the currently displayed .cid file, select the Caller ID Directory Editor's File | Print menu item and the Select Caller ID Fields to Print dialog appears.

The Available Fields list displays value names associated with Caller ID entries. When you select a value name in the list and click on the "right-arrow" button, the value is added to the Field Order list and removed from the Available Fields list.

The Field Order list displays the value names that you have selected for printing from the Available Fields list. From top to bottom, the Field Order list represents the order in which values are printed. When you select a value name from the Field Order list and click on the "left-arrow" button, the value is removed from the Field Order list and added to the Available Fields list.

When you're satisfied with the Field Order values you've selected, click on  Print... to begin printing the entries.


Saving a .cid File with a New Name

To save a Caller ID file with a new name, select the Caller ID Directory Editor's File | Save As... menu item and enter the new filename in the File Save As dialog.

The File Save As dialog operates like most standard file save dialogs. Caller ID files have a .cid extension and are located in the home directory of Procomm Plus. By default, the File Save As dialog uses the name of the currently opened Caller ID file. To save the file with a new name, enter the new filename and click on OK. The editor creates and opens the new file, and displays the filename in its title bar.


Step-by-Step: Adding a Caller ID Record

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To add a Caller ID record from within the directory, follow these steps:

1.	Open the Caller ID Directory Editor, and create a new, blank entry.

Click on the Add New Caller... button, or select the Edit | Add New Caller menu item. The Add New Caller dialog appears.

2.	Enter the entry name.

Click in the Name field and enter the name for this entry. The name is not referenced by Procomm Plus, but it is used to displays the entry within the editor. You can also specify two other fields: Company and Comment. Both of these fields are provided for your convenience; they are not referenced by Procomm Plus.

3.	Enter the Caller ID values for the entry.

Click in the Caller ID field, and enter the value for this entry. Typically, this is the phone number of the caller, but you may need to verify this with your phone company. If the caller also has a Fax Station ID, click in that field and enter the appropriate value. Note that these fields are not case-sensitive.

4.	Specify the response for this entry.

Click on the Answer Action drop-down list, and select a response. You can select Connection Default, Data and Fax, Data, Fax, or Reject Call. If you select Connection Default, Procomm Plus answers the call based on your selections in Procomm Plus's Options, Answer Options menu in the Terminal and Fax Status windows. If you select Data and Fax, Procomm Plus relies upon the Adaptive Answer abilities of your modem and Windows 95/NT to distinguish between a fax or data call, and Procomm Plus answers accordingly. The Data option or the Fax option make Procomm Plus answer the incoming call with the Terminal window, or with Fax Status, respectively. If you select Reject this call, Procomm Plus ignores any calls associated with this entry's Caller ID.

To specify an ASPECT script to be launched in the Terminal window in response to this Caller ID, enter the filename in the Script field, or click on the Browse... button to select it in a standard Explorer dialog.

When you're satisfied with your selections, click OK. Your entry is added to the database and displayed in the window.

Your new Caller ID entry is complete. You can close the editor, or repeat the steps above to add more new entries. Now you can configure Procomm Plus to use your entries for answering incoming calls.

5.	Enable Caller ID support in Procomm Plus.

Open the Procomm Plus Setup utility to the System, System Options settings panel. Enable the Use Caller ID check box, so that Procomm Plus knows to check the Caller ID Database Editor before answering an incoming call.

Without the Use Caller ID check box enabled, Procomm Plus answers an incoming call according to the options you've set in the Options | Answer Options cascading menu. However, with the check box enabled, the Caller ID Directory Editor's Answer Action settings override your Options | Answer Options menu item selections. There is one exception: if an incoming call matches an entry that has an Answer Action setting set to Connection Default, Procomm Plus answers according to your Options | Answer Options menu item selection.


The Caller ID Directory Editor

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The Caller ID Directory Editor is an easy-to-use utility that allows you to create and maintain lists of Caller IDs. These lists can then be used to either grant or deny access to your computer, and to specify how Procomm Plus should respond when answering an incoming call from a particular Caller ID.

Caller ID Directory Editor files are stored in Procomm Plus’s home directory, and have an extension of .cid. Each directory file can contain up to 500 entries. The default directory file, pw4.cid, is created the first time you run the directory.

Opening the Caller ID Directory Editor

The Caller ID Directory Editor Window

Step-by-Step: Adding a Caller ID Record

Global Screening

Importing Caller ID Directory Editor Entries

Exporting Caller ID Directory Editor Entries

The Caller ID Directory Editor's Menus and Action Bar®


The Caller ID Directory Editor Window

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As the Caller ID Directory Editor opens, it displays the current Caller ID file in its title bar. The directory’s main window features menus and an Action Bar; as discussed in The Caller ID Directory Editor's Action Bar® and Menus.

Callers List

The Callers list, at the left side of the directory window, displays the entries available in the current Caller ID file. To select an entry, click on it or highlight it with the <Tab> and cursor keys. As you select entries, the fields in the Caller Information group on the right side of the window update to display the entry’s values.

Once you’ve selected an entry, you can modify its settings simply by clicking in the appropriate Caller Information field and making the changes you want.

You can also select multiple entries, either by clicking and dragging over them, by holding down the <Ctrl> key and clicking on them, or by pressing the <Shift> key as you move the highlight bar with the cursor keys.

Any changes you make within the Caller Information group will affect every entry you’ve selected! The second section of the directory’s status line displays "MULTIPLE" whenever your changes will affect more than one entry.

Caller Information Group

The Caller Information fields are:

Name

The name used to reference and display the entry within the directory. It isn’t used by Procomm Plus’s Caller ID features, but it can be used as a search key. You can enter up to 40 characters in this field.

Company

A company name for this entry. The Company field isn’t used by Procomm Plus, and it isn't required,  but it can be referenced as a search key. You can enter up to 40 characters in this field.

Comment

A comment line for this entry. This field accepts up to 40 characters. The Comment field isn’t used by Procomm Plus, and it isn’t required, but it can be referenced as a search key.

Caller ID

The Caller ID for this entry. Typically, this is the phone number of the caller, but you may need to verify this with your phone company.

You can include formatting characters such as dashes and parentheses to make the Caller IDs more readable. The formatting will not affect Procomm Plus's recognition of an ID, but it will be used if you use the editor's Find function.

For example, when processing a Caller ID, Procomm Plus would treat "1(314) 555-1234" and "13145551234" as equivalent, but if you used the Find function with an argument of "(314)", the latter Caller ID would not satisfy the search.

Fax Station ID

The Station ID for this entry. Typically, this ID is displayed by the receiving fax machine as a transmission is processing. This field isn’t required, but it can be used as a search key. You can enter up to 20 characters in this field. As with the Caller ID field, you can use formatting characters to make the Fax Station ID more readable.

Answer Action

To specify how Procomm Plus will handle an incoming call from the selected entries, click on the Answer Action list box. You can choose Connection Default, Data, Fax or Data and Fax. If you select Connection Default, Procomm Plus will answer the call based on information reported by your modem.

Script

To specify an ASPECT script to be launched in response to an incoming call from the selected entries, click in the Script edit field and enter the filename. if you’re uncertain of the filename, you can click on the Browse... button, and select it from a standard dialog.

The Script controls are not available unless you’ve selected the Answer this call option button.

Add New Caller...

To add a new caller entry to your Caller ID directory, click Add New Caller...  The editor displays the Add New Caller dialog.  Once you've entered the information, click OK to exit the dialog and save the new entry.

Delete Caller

To remove the highlighted caller entry from your Caller ID directory, click Delete Caller.  The Editor will not prompt for confirmation before deleting the entry or entries you've selected!


The Caller ID Directory Editor's Action Bar® and Menus
The Caller ID Directory Editor's Menus and Action Bar®

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Action Bar Button	Menu | Item	Description
	File | New...	Creates and opens a new directory file, using a name you provide. The keyboard equivalent is <Ctrl><N>.
	File | Open...	Displays a standard File Open dialog, allowing you to select and open an existing caller information file. The keyboard equivalent is <Ctrl><O>.
	File | Save	Saves the current data to a disk file. The keyboard equivalent is <Ctrl><S>.
	File | Save As...	Opens a standard File Save As... dialog, where you can specify a new filename for the caller information file.
	File | Print...	Prints the currently-loaded .cid file, after you’ve specified the fields and settings you want to print. <Ctrl><P> is the keyboard shortcut. See Printing a .cid File.
	File | Import | Import Generic...	Opens a dialog from which you can import delimited text records. See Importing Delimited Text for more information.
	File | Import | Import CID Directory...	Opens a dialog where you can select a .cid file from Procomm Plus version 3.x or 4.x to import into the current record file. See Importing Other .cid Files for more information.
	File | Import | Import Version 2.x CID Directory...	Opens a dialog where you can select a .cid file from version 2.x of Procomm Plus to import into the current record file.
	File | Export...	Opens a dialog from which you can export the current record list as a delimited text record file. See Exporting Directory Entries for more information.
	File |  1, 2, 3 or 4	The directory remembers the filenames of the last four .cid files you’ve edited. To reload one of them, simply select it from the File menu.
	File | Exit	Exits the Caller ID Directory Editor.
	Edit | Undo Changes to Current Record	Reverts the contents of the current record back to its contents at the time of the last save you performed on the .cid file.
	Edit | Cut	Deletes the selected record(s) from the file and places it in the Windows Clipboard. <Ctrl><X> is the keyboard shortcut.
	Edit | Copy	Copies the selected record(s) from the file and places it in the Windows Clipboard. <Ctrl><C> is the keyboard shortcut.
	Edit | Paste	Copies information from the Windows Clipboard and inserts it as a new record. <Ctrl><V> is the keyboard shortcut.
	Edit | Sort	Select this menu item to sort the current information file. You can choose to sort the file by the Name, Caller ID or Fax Station ID fields, in either ascending or descending order.
	Edit | Find	Opens a dialog where you can enter text to search for in the current directory file. <Ctrl><F> is the keyboard shortcut.  By default, all of the entry’s text fields are searched for the characters you specify, but you can modify this behavior by selecting the appropriate options in the Find dialog.
	Edit | Find Next	Repeats the last Find command you executed. <Ctrl><L> is the keyboard shortcut.
	Edit | Add New Caller	Adds a new, blank entry, which is inserted above the currently selected entry. <Ctrl><A> is the keyboard shortcut.
	Edit |  Delete Caller	Deletes the currently selected entry or entries. The directory does not prompt to confirm before deleting your selection(s), but the File | Revert to Saved menu item can undo the deletion. <Ctrl><D> is the keyboard shortcut.
	View | Global Screening...	Opens a dialog where you can select multiple entries whose calls will be accepted or rejected. For more information, see Global Screening.
	View | ToolTips	Toggles the display of the Action Bar button labels. By default, ToolTips are enabled.
	View | Action Bar	Toggles the display of the Action Bar. By default, it's displayed.
	View | Status Line	Toggles the display of the status line. By default, it's displayed.
	View | Large Action Bar	Toggles the display of the Action Bar between small and large iconbuttons.
	Help | Help Contents...	Opens the Help Topics dialog for the Caller ID Directory Editor.
	Help |  Search  for Help on...	Opens the on-line help system with the Search dialog activated.
	Help |  About Caller ID Directory	Opens a dialog that displays important information about the Caller ID Directory Editor.