Toshiba STOR.E ART 4, Installation And Maintenance Manual

Page 1: ... _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ __ Chapter 7 _ __ _ _ _ _ _ _ __ _ _ _ __ _ __ Chapter 8 _ __ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ Chapter 9 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Appendix A _ _ _ _ Appendix B _ _ _ _ SECTION 4 FAULT FINDING CHAPTER 1 Fault Finding Introduction Before You Install Installing the Hardware Accessing Stratagy Configuring and Backing Up Stratagy Checklists and Forms Introduction...

Page 2: ...4 TOSHIBA AMERICA INFORMATION SYSTEMS INC All rights reserved No pat t of this manual covered by the copyrights hereon may be reproduced in any form or by any means graphic electronic or mechanical including recording taping photocopying or information retrieval systems without express written permission of the publisher of this material ...

Page 3: ...ility or use of the STRATAGY system the telephone company will notify you in advance to give you an opportunity to maintain uninterrupted service Notification of Telephone Company Before connecting a STRATAGY system to the telephone network the telephone company may request the following 1 Your telephone number 2 FCC registration number 1 A92PJ 10975 VM E VOICE PROCESSING SYSTEMS 3 Ringer equivale...

Page 4: ... 3 SYSTEM DEFINITIONS AND APPLICATIONS 3 l System Definitions 3 l Basic Applications 3 l Advanced Applications 3 2 CHAPTER 4 FEATURES 4 1 Overview 4 l System Features 4 l Administration Features 4 5 User Features 4 8 CHAPTER 5 SYSTEM SPECIFICATIONS 5 1 Stratagy 4 5 l Stratagy 6 5 1 Stratagy 24 5 1 FIGURE LIST FIGURE TITLE PAGE l l Stratagy Applications l 2 2 l Stratagy 4 and Stratagy 6 System 2 3 ...

Page 5: ... monitor or keyboard it requires a lap top computer for local and remote access An optional external 2400 baud modem is available for remote maintenance STRATAGY 6 The Stratagy 6 can be configured with 2 4 or 6 ports with six hours of message capacity It consists of a 486 computer with 2MB of RAM The Stratagy 6 integrates with most telephone systems It does not have a monitor or keyboard it requir...

Page 6: ... includes System Administration forms and instructions to You can find additional detailed information about configure the system Stratagy in the following manuals Stratagy User Guide Provides the procedures Feature Description Manual Describes in detail each necessary to operate the Stratagy System feature of the Stratagy System Quick Reference Guide Provjdes a quick reference of Installation and...

Page 7: ...ith a monochrome monitor used to display Stratagy systems data The accompanying keyboard allows the System Administrator to input commands and other information into the Stratagy system Refer to Figure 2 2 for an illustration of the Stratagy 24 system INTERNAL COMPONENTS The following provides a brief description of Stratagy s internal components MotherBoard A 486SX 25 MHz motherboard is standard ...

Page 8: ... mailbox is one which does not accept messages from callers Instead its greeting is played to callers to provide them with information such as the company s hours of business its location etc No real user or phone extension corresponds to this type of mailbox Control Mailbox This type of mailbox allows the Stratagy to provide control over the flow of a call Typically it interacts with the caller i...

Page 9: ...STRATAGY 4 6 24 AUGUST 1994 Figure 2 1 Stratagy 4 and Stratagy 6 System 2 3 ...

Page 10: ... STRATAGY 4 6 24 Figure 2 2 Stratagy 24 System L 2 4 ...

Page 11: ...oth directions the PBX informs the auto attendant voice mail system about each incoming call and the voice mail system can send instructions to the PBX to turn message waiting lights on or off as appropriate User and User ID The subscriber of a mailbox May also be called subscriber and mailbox user The User ID indicates the number 0 to 99 999 999 for that user Mailbox Mailboxes are a central eleme...

Page 12: ...sages from any tone dialing phone Users can play edit replay and discard messages They can also forward messages to additional users and perform many other voice messaging capabilities In addition Stratagy 24 users can perform many of the same features for fax messages as an option ADVANCED APPLICATIONS The following is a partial list of the advanced applications supported by Stratagy Refer to Cha...

Page 13: ...rded prompts so that the system could for example respond to a caller with the message Your order for 6 items will be shipped on July 17 1994 The number six and the date in this example would be provided by the database while the phrases Your order for and items will be shipped on would be recordings that the System Administrator would make An important aspect of the Stratagy system is the Token P...

Page 14: ...User ID that matches the entered digits AUTOMATIC GAIN CONTROL While recording a message from a caller or user Stratagy can perform Automatic Gain Control AGC AGC helps to compensate for variations in voice volume telephone handsets and other factors which can cause messages to be recorded at low or varying volumes A message recorded using AGC will be played back at a consistent standard volume le...

Page 15: ...etter use of a single fax modem Depending on how the system is programmed multiple fax documents may be transmitted in a single fax phone call FAX TONE DETECTION 1 The Stratagy Automated Attendant listens for incoming fax tone when answering incoming lines If fax tone is detected Stratagy will transfer the fax call to the destination extension designated by the User ID of the connected fax machine...

Page 16: ...n the user is logging out of the system When the user logs into the system Stratagy announces the number of messages in the User ID that are to be purged if any This gives the user ample warning that the messages will be deleted upon logout Messages are never purged at any other time Messages that have not been heard are never purged no matter how old they are SMDI RS 232 INTEGRATION SMDI integrat...

Page 17: ...User IDS of up to eight digits or 100 million different possible User IDS User IDS may be prefixes of other User IDS That is both 111 and 1111 could be separate User IDS and both could be used by the system Thus no User IDS are ever precluded Stratagy uses a very efficient method of accessing its database so that system response is not diminished when the database contains a very large number of U...

Page 18: ... to check multiple User IDS for messages The System Administrator sets this feature on a per User ID basis CHAINING Stratagy s chaining feature allows the flow of control during call processing to be directed from one User ID to another based on the results of dialing the Extension field if the User ID is not configured in Do Not Disturb mode The System Administrator may define each of the three p...

Page 19: ...nt names Thus normally the two different directory names will be the first and last names of the user associated with each User ID NAME AND EXTENSION CONTROL Normally a user may record a spoken name a recording of the user s name and extension The System Administrator however can configure User IDS on an individual basis so that a user cannot record or change the recorded name and extension If no ...

Page 20: ...ecordings The System Administrator would record the greetings in each of the applicable User Ids and configure the system to change the Audiotext contents on an automatic scheduled basis SCHEDULED COMPANY GREETINGS The System Administrator may program the company greetings using the Stratagy Auto Scheduler to make changes based on the time of day or day of week The changes can include the current ...

Page 21: ...elete feature It allows a user to enter a DTMF command which will play back a 4 8 number of messages at once without stopping between each message The number of messages that will be played is variable it is the maximum number of messages whose cumulative length is less than a predetermined number of minutes For example this feature may be used by transcription services which are accustomed to wor...

Page 22: ...ded to another user who does not share a common group number with the sending user or if the original message is marked private MESSAGE NOTIFICATION Stratagy allows each User ID to have up to ten different notification records Message waiting lights stutter dialtone pagers voice etc Each notification record specifies a notification method and the times of the day and the days of the week when that...

Page 23: ...the list comment is played back to confirm that the correct distribution list has been chosen PERSONAL GREETINGS Normally each user may record up to seven different personal greetings At any one time only one of these greetings will be in effect and will be played when the user is busy or unavailable Once the greetings have been recorded the user may switch between the different greetings simply b...

Page 24: ...ad is sending a brand new message then the user can simply enter that other User ID overwriting the default that was filled in automatically SCHEDULED GREETINGS The Stratagy Auto Scheduler allows several options or attributes of a User ID to be changed on a regular pre scheduled basis These attributes can be set to change on certain days of the week times of day or based on the date The greeting n...

Page 25: ...STRATAGY 4 6 24 AUGUST 1994 Table 4 1 Stratagy Features 4 12 ...

Page 26: ...STRATAGY 4 6 24 AUGUST 1994 Table 4 1 Stratagy Features continued 4 l 3 ...

Page 27: ...ferences by System NOTE In addition Stratagy 24 systems support four out of five serial communication port RS 232 options W Fax Modem 1 n Fax Modem 2 n Remote Maintenance n IVR Host Connectivity H SMDI Integration A maximum of up to 4 of these options may be configured for each Stratagy 24 system 4 l 4 ...

Page 28: ... hard disk drive with DOS n One 3 5 diskette drive n Supports only FAX tone detection features n Capacity of two four or six ports with six hours of message capacity DIMENSION Height 16 Width 7 Depth 15 WEIGHT 30 Ibs POWER REQUIREMENTS 115 VAC at 6 amps 50 60 Hz 230 VAC at 3 5 amps O 60 Hz HEAT DISSIPATION Maximum 200 watts 685 BTU per hour STRATAGY 24 CONFIGURATION n A 486SX computer running at a...

Page 29: ...LATION SECTION Chapter 1 _ _ _ Introduction Chapter 2 _ _ _ _ _ _ _ Before You Install Chapter 3 _ _ _ _ _ _ _ _ Installing the Hardware Chapter 4 _ _ _ _ _ _ _ Accessing Stratagy Chapter 5 _ _ _ Configuring and Backing Up Stratagy AppendixA Checklists and Forms 1 3 AtoZ KELLATRONICS INC ...

Page 30: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 INSTALLATION SECTION CHAPTER 1 INTRODUCTION ...

Page 31: ...on _____ _________ ___ __________ _ __ __ l l Sections of this Manual ________________________________________ 1 l Additional Reference Documentation ________________________________________ 1 l Assumptions About the Installer ____________________ 1 l Knows Stratagy and the Telephone System ________________________________________ l 1 Trained Installer Familiar with PCs ___________________________...

Page 32: ...Programming Provides detailed instructions for operating customizing and administrating Stratagy systems Fault Finding Describes the procedures used to diagnose and correct faults Maintenance and Upgrades Provides instructions on maintaining and upgrading Stratagy systems Operating Procedures Consists of the User Guide reference document Describes the telephone operating procedures for the telepho...

Page 33: ...r Second Unit of measure that refers to the transmission speed baud rate of electronic signals Used when describing modem operation CO Central Office Facility which houses switching equipment that provides telephone service CO lines Centrex lines etc for the immediate geographical area DID Direct Inward Dialing Feature of PBX and Centrex telephone systems which allows callers to dial from the publ...

Page 34: ... specific items or reference other information Important Notes Call attention to important instructions or other information Cautions Advise you that the equipment could be damaged if the instructions are not followed closely Warnings Alert you when the given tasks could cause the technician personal injury or death l 3 ...

Page 35: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 INSTALLATION SECTION CHAPTER 2 BEFORE YOU INSTALL ...

Page 36: ..._____________________________ 2 j 2 The Reference Documentation ____________________ 2 j 3 Conduct a pre installation Survey ____________________ _________ _______ 2 l 4 Determine Stratagy s Configuration and Integration ____ ________ 2 j 5 Customize User ID Mailboxes ____________________ _ 2 2 6 Select and prepare the Hardware Site ____________________ _ 2 2 2 i ...

Page 37: ...estions n The company l Number of employees l Number of employees using mailboxes l Number of locations H Telephone system to which you will connect Stratagy l Manufacturer model and software release l Number of Central Office lines l Number of single line stations n Auto attendant information l Number of companies using system l Whether primary answering position l Company greetings and instructi...

Page 38: ...ZE USER ID not have an ON OFF wall switch to avoid accidental power turn off MAILBOXES n A surge protector with a light that indicates whether or Customize Stratagy by programming the User IDS to not the protector is operational define the automated attendant and voice messaging system For details see the Programming section Environmental Considerations Any place appropriate Note that with Toshiba...

Page 39: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 INSTALLATION SECTION CHAPTER 3 INSTALLING THE HARDWARE ...

Page 40: ...ephone System that Uses Modular and Split Block 3 l 1 8 Verify Basic Functions 3 t 3 FIGURE LIST FIGURE TITLE PAGE 3 l 3 2 3 3 3 4 3 5 3 6 3 7 3 8 3 9 3 10 3 11 Stratagy 4 and 6 Hardware Components ________________________________________ 3 2 Stratagy 24 Hardware Components ________________________________________ 3 3 The Stratagy Voice Board ________________________________________ 3 5 Stratagy 4...

Page 41: ...ssing or damaged contact your supplier immediately 3 Retain the original packaging materials for re use when transporting system hardware 4 Place the key for the PC s lock in a safe place You may want to use the keys to prevent unauthorized keyboard access to Stratagy 5 INSTALLING STRATAGY VOICE BOARDS Stratagy systems can be expanded to their maximum capacity by installing additional Stratagy 2 o...

Page 42: ...Floppy Drive RAM Other Hardware External Modem Capacities Ports Software 486SX CPU 25 MHz 6 hours net storage 3 5 diskette drive 1 44MB 2MB 2400 baud modem optionally equipped but required for remote access 2 4 or 6 ports DOS Stratagy voice processing software host and necessary utilities Table 3 1 Stratagy 4 and 6 Hardware Specification Summary 3 2 ...

Page 43: ... Hardware Monitor Keyboard External Modem Capacities Ports Software 486SX CPU 25 MHz 6 20 or 33 hours of net storage 3 5 diskette drive 1 44MB 4MB VGA 101 key keyboard 2400 baud modem optionally equipped but required for remote access 4 6 24 ports DOS Stratagy voice processing software host and necessary utilities Table 3 2 Stratagy 24 Hardware Specification Summary 3 3 ...

Page 44: ...ratagy voice processing system has a unique activation key number that matches the Stratagy software to a Stratagy voice board This number is entered into the system during manufacturing The activation key number is written on a piece of paper shipped with the Stratagy system Store the number in a safe place The activation key number must be entered to allow the Stratagy system to operate under th...

Page 45: ... off 3 Unplug the power cord 4 Open the computer and locate the first available full length slot 5 Remove the back slot cover and install the voice board while taking care to properly slide the end of the voice board into the rear card guide Repeat this for each voice board you are installing 6 Close the computer plug in the power cord and turn on the power Stratagy should automatically recognize ...

Page 46: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 Figure 3 4 Stratagy 4 and 6 Voice Board Installation Shown Installing Voice Board 1 3 6 ...

Page 47: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 Shown Installing Voice Board 1 Other boards not shown I I Figure 3 5 Stratagy 24 Voice Board Installation 3 7 ...

Page 48: ...rinter connect the 25pin data cable survey from the printer to the RS 232 printer pot t LPTI 2 Place the keyboard in front of the PC desktop on the back of the Stratagy system Tighten the screws The printer must have a parallel interface 3 Connect the round keyboard connector to the matching connector located in a round hole in the rear panel 7 PHYSICALLY CONNECTING 4 Place the monitor on top of t...

Page 49: ... 18 PORTS 19120 PORTS 21122 1 1 PORTS 23124 PORTS 1 l l 2 COM4 default remote access PORTS 5 6 PORTS 718 COM3 default SMDI PORTS l 2 ORTS 314 KEY LOCK 0 0 0 0 0 POWER OUTLET KEYBOARD 1 I I MONITOR CONNECTOR CONNECTOR I A C POWER A CORD CONNECTOR 110 22OV POWER SWITCH LPTl PARALLEL A PRINTER PORT Figure 3 7 Stratagy 24 Front and Back Panels Sample Stratagy 24 with 24 Voice Board Ports 3 9 ...

Page 50: ... block and 25 pair cable with AMP connector This is typical of Toshiba Strata DK and Perception telephone systems See Connecting to a Telephone System that Uses Modular and Split Block n RJ 14 Modular Jacks and Voice Board Ports 7 1 CONNECTING TO A TELEPHONE Each connector on a voice board is an RJ 14 type SYSTEM THAT USES RJ 14 JACKS module jack that supports two ports where the inner pair of wir...

Page 51: ...stem by inserting the following n the RJ 14 plug into the jack for Stratagy s voice board ports 1 and 2 n first RJ 11 plug into the telephone system s jack for the first line TO TELEPHONE SYSTEM m STRATAGY VOICE BOARD _ BLACK YELLOW RED GREEN L RED i TELEPHONE GREEN LINE Figure 3 10 Connecting Stratagy to a Telephone System that Uses RJ 11 Jacks n second RJ 11 plug into the telephone system s jack...

Page 52: ...LIT BLOCK 4 port voice board is shown 2 port voice board will have only one modular jack Figure 3 l 1 Connecting Stratagy to a Phone System That Uses Modular and Split Block MODULAR CORD MODULAR BLOCK 625TYPE OR EQUIVALENT STRATAGY VOICE 3 Tl w 2 T2 N u PIN OUT 5 R2 4 Ri NOTE BOARD Poti 3 and 4 Port 1 and 2 3 12 ...

Page 53: ...ll Stratagy systems Therefore whether or not you have the specific telephone system associated with your Stratagy 4 6 or 24 you will be able to verify basic functions IMPORTANT NOTE If you experience any problems go to the Fault Finding section before proceeding 1 Verify that Stratagy is functioning and the boards did not get dislodged during shipping To do this power up the system Let it proceed ...

Page 54: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 Stratagym o i m INSTALLATION SECTION CHAPTER 4 ACCESSING STRATACY ...

Page 55: ...nnecting the Cable ________________________________________ ____________________ 4 2 Preparing the Local System ____________________ 4 2 Using Stratagy Locally ________________________________________ 4 2 Remote Access ________________________________________ _____ 4 3 Preparing the Stratagy System ____________________ 4 3 Preparing the Remote System _________________________ ____________________ ...

Page 56: ...Stratagy Remote software For initial installations use local access for the Stratagy 4 and 6 access the Stratagy 24 directly through its monitor and keyboard When modifying an existing installation use whichever access method is convenient This chapter discusses n Using the Main Menu n Local access n Remote access 2 USING THE MAIN MENU From the Main Menu Figure 4 l you can perform various function...

Page 57: ... that contains the Stratagy Remote software into the disk drive From the DOS prompt C enter COPY A REMOTE This copies the Stratagy Remote software to the laptop PC s disk drive C This example assumes that your floppy drive is disk drive A When the copy is complete remove the diskette 3 3 USING STRATAGY LOCALLY L This section discusses how to use the Stratagy system from a local laptop PC including...

Page 58: ...NG THE REMOTE SYSTEM Preparing a laptop or PC located at this or another site to access Stratagy via modem involves configuring the remote PC s modem and loading the software IMPORTANT NOTE Do not install the Stratagy Remote software on a system with a screen saver program remote access may not work 4 2 1 CONFIGURING THE MODEM _ Configure the modem on the remote system as one of the following COMl...

Page 59: ...because of the screen saver If so press the spacebar 4 3 2 USING STRATAGY REMOTELY Both the remote and the Stratagy system are active simultaneously Use the remote as you would from the Stratagy monitor and keyboard Note however that you cannot download or upload files 4 3 3 EXITING REMOTE ACCESS To discontinue remote access 1 Be sure to leave the Stratagy system in the correct state For example i...

Page 60: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 INSTALLATION SECTION CHAPTER 5 CONFIGURING AND BACKING UP STRATAGY ...

Page 61: ...__ 5 25 8 1 Defining Telephone System Dial Codes ___________L____________________________ 5 25 8 2 Defining T phone System Tone Patterns _______L________________________________ 5 29 8 3 Defining System Integration patterns _______________________________ ______________________________________ 5 31 FIGURE LIST FIGURE TITLE PAGE 5 l Stratagy Configuration Utility Menu ______________________________...

Page 62: ... 1 Telephone system dial codes how Stratagy controls certain dialing actions on the telephone system 2 Telephone system tone patterns tone patterns Stratagy must recognize when performing supervised call transfers etc 3 System integration patterns if the telephone system supports integration defines integration behavior of Stratagy with your phone system Once configured Stratagy should be complete...

Page 63: ...elect 1 Stratagy Backup Utility from the Stratagy Configuration Utility Menu The Stratagy Backup Utility Menu displays See Figure 5 2 Stratagy Backup Utility _ 51 Figure 5 2 Stratagy Backup Utility Menu 3 1 SELECT THE BACKUP OR RESTORE OPTIONS Select the backup options based on the following Database H Each time the Stratagy Configuration Utility is used to modify the configuration and integration...

Page 64: ...atabase GREETING SET greetings MSGS SET messages n restore from drive restore to drive restore files specific files to be restored over Select Start Restore to start the restore Select Cancel to return to the Function Menu The restore utility creates a catalog and loads the restore files The utility then prompts whether to continue or cancel the restore Select continue to begin the restore process...

Page 65: ... programming To modify an option 1 Use the arrow keys T d or PgUp and PgDn to highlight the dial code parameter Press Enter 2 Modify the option using the line editor at the top of the screen 3 Press Enter to save your changes To escape without saving changes press Est 2 Stratagy System Configuration Stratagy Configuration set active hold false set adpcm hq 64 set adpcm nq 32 set adpcm_pq 32 set be...

Page 66: ... is also higher IMPORTANT NOTE If you change this on an active system all previously recorded greetings will be lost Possible values 32 64 Recommended value 64 Default 64 adpcm nq Sampling rate for incoming messages The higher the sampling rate kilo bits per second the better the sound quality however the amount of disk space used is also higher IMPORTANT NOTE If you change this on an active syste...

Page 67: ...ID that matches Stratagy plays the Name and Extension recording which really may play any recording you want Possible values valid User ID and valid pot l Default 411 box snd Sets the User ID as the direct message ID for the specified port The direct message ID allows you to record a message for a User ID without having to execute the Extension field and or hear the User ID s greeting This is part...

Page 68: ...s the default instead of using the User ID as the default n All Notify and Auto Schedule records are copied Therefore to initialize all new User IDS with a minimum set of Notify and Auto Schedule settings first define those settings in the defaults box 997 unless you change the default User ID before creating new User IDS This is useful for setting standard or default settings such as message ligh...

Page 69: ...gth of the DTMF tones played by the system In units of 10 ms Example 20 is 2 set 200 ms Possible values 10 20 90 units of 10 ms Default 20 2 set exit digit Defines one 1 additional DTMF tone that will cause Stratagy to exit stop during recordings and present the Recording options Possible values 0 9 The single quotes are required Default future delivery User ID to use to allow users to specify the...

Page 70: ...max option they limit the number of Guest User IDS that may be created Example If this value is 90000 then the first guest User ID that is created will have User ID 90000 The second guest will have User ID 90001 etc Possible values valid User ID Default 90000 guest max Last User ID that may be used when creating a Guest User ID When used in conjunction with the guest min option they limit the numb...

Page 71: ...dically archive or delete it once or twice a year whenever you perform preventive maintenance Possible values valid DOS filename The single quotes are required Default Stratagy LOG Ipt port Printer port Stratagy should use when asked to print a report Possible values 0 no printer 1 2 port number Default 1 max dl inits Number of simultaneous ports that may go off hook and dial the telephone system ...

Page 72: ...stination is defined When User presses 4 to send a new message then 1 to select a User ID destination the User is prompted to enter the next User ID or the sign to finish entering User IDS When the User presses 3 to send the message is sent to every User ID that was entered FALSE Do not allow a User ID User to send a message to a list of User IDS that is created when the destination is defined Pos...

Page 73: ...Default English purge Number of days before a message is set for purging deletion Whenever a User accesses his User ID and presses 1 to Play Messages the system will tell him how many messages he has that will be automatically deleted when he presses 9 to return to the previous menu IMPORTANT NOTE Once a message is deleted by purging there is no way to retrieve it Possible values 0 purging disable...

Page 74: ... 1 Monday 5 Friday 2 Tuesday 6 Saturday 3 Wednesday 1 everyday The second value betweenthe single quotes is the hour and minute at which the shutdown occurs this is given in 24 hour format with the colon omitted For example 9 30 p m is 2130 Default 2 130 Tuesday at 1 30 a m tape length When a User selects option 1 and then 78 continuous play or 79 continuous delete this option defines the total nu...

Page 75: ...s missing Stratagy is silent for the number of seconds specified by this option NOTE To have callers hear a specialty recording while on hold record over HOLD VOX by accessing the System Administration Menu See the Programming section Chapter 5 System Administrator s User ID for details Default 20 seconds tmo idle When this value is greater than 0 it enables a special function in Stratagy to go of...

Page 76: ...User ID This is useful for creating a data file which can later be analyzed for call distributions and accesses by dates days and times Possible values valid DOS file name The single quotes are required Default comment line set user log USERID LOG baud1 Baud rate for logical serial port 1 This operates on the physical COM port as defined by set serial port1 Possible values 300 1200 2400 9600 Defau...

Page 77: ...ault 8 Parity to use for logical serial port 1 Possible values none even odd mark space Default none Parity to use for logical serial port 2 Possible values none even odd mark space Default none Parity to use for logical serial pot t 3 Possible values none even odd mark space Default none Parity to use for logical serial port 4 Possible values none even odd mark space Default none Stratagy 6 and 2...

Page 78: ...M port 2 Possible values 0 not connected 1 COM port I 2 COM port 2 3 COM port 3 4 COM port 4 Default 0 Stratagy 6 and 24 only In order for Stratagy to communicate with peripheral devices connected to COM RS232 ports it needs to know which ports are connected There is a mapping from the port that Stratagy knows to the physical port on the computer This mapping is defined by this option To define se...

Page 79: ...s is the code for accessing a public network line i e 9 Typical value dial code to access an outside line The single quotes are required Default 9 dial 9 and pause for 2 set Stratagy 24 only Class 2 command to set the type of flow control for the fax modem K3 Zoom fax modem IQ3 X3 K3 Aceex fax modem X3 K3 Practical Peripherals fax modem Possible values Include The single quotes are required Defaul...

Page 80: ...orks for 386 CPUs at 33 MHz or higher If you experience data loss on your faxes lower this setting empty string as fast as possible 0 2400 I 4800 3 9600 Possible values 0 I 3 The single quotes are required Default 1 Stratagy 24 only Number of minutes to wait between retries for fax max retries Possible values 1 99 minutes Default 5 Stratagy 24 only Reset command to send to the fax modem when DTR i...

Page 81: ...x modem Example If the first fax modem is connected to extension 101 use the value 101 The single quotes are required Default no station or extension number Stratagy 24 only Station or extension number connected to the second fax modem Example If the second fax modem is connected to extension 102 use the value 102 The single quotes are required Default no station or extension number Stratagy 24 on...

Page 82: ...ns that on port 1 a new call starts at User ID 990 Possible values valid User ID and valid pot t Defaults 990 1 990 2 I 990 24 n rings Number of rings to wait before answering per pot t This is useful for those telephone systems that do not allow incoming lines to ring in a station hunt group or do not provide delayed ringing Also it may be used to setup backup answering for a secondary attendant ...

Page 83: ... DID lines FALSE Stratagy assumes a Tl line Possible values true false Default comment line set did mode true Stratagy 6 and 24 only Method new calls are indicated when DID or Tl lines are connected to Stratagy TRUE New calls are indicated by ring voltage FALSE New calls are seen when loop current first comes on Possible values true false Default comment line set ring mode true Stratagy 6 and 24 o...

Page 84: ...re installed for the specific Stratagy and Strata DK systems described above Stratagy User ID 990 also contains a pre installed greeting that says Thank you for calling and User ID 991 says To reach the party dial the extension All calls into a Stratagy system with Toshiba Plug and Play will hear the above greetings and transfer to the dial Strata DK station If the Strata DK station extension numb...

Page 85: ...ure you have a current backup From the Stratagy Configuration Utility Menu press 5 or use the arrow keys 1 J to hjghlight 5 Toshiba Switch Integrationand press Enter See Figure 5 5 for the Toshiba Switch Integration options To select an option use the arrow keys 1 J to highlight the option and press Enter Once you select an option the Stratagy utility automatically defines the Toshiba telephone sy...

Page 86: ...your telephone system or the definition of your telephone system dial codes With this option Stratagy learns the dial codes of your telephone system See Figure 5 7 for a sample Telephone System Dial Codes Screen For a listing of the dial code parameters and their definitions see Table 5 2 8 1 I SELECTING DEFAULT DIAL CODES To access Stratagy s predefined telephone system dial codes press Fl from t...

Page 87: ...st starts up what to dial when the system performs a shutdown what to dial when a port goes off hook Switch name to display on MAIN screen STRATA DK 280 Figure 5 7 Sample Telephone System Dial Codes Screen Fl Load Telephone System Dial Codes Name Alcatel DCD 601 Name Alcatel STK Digitmat 2000 Name AT T 1AESS analog 5ESS digital CO Name AT T Merlin II Name AT T Merlin Legend Name AT T Partner Partn...

Page 88: ...code Stratagy dials to request the telephone switch to reconnect the caller to Stratagy if the attempted extension is busy Typical value F flash hook DIAL CODE TO USE AFTER A CALL SCREENING REJECT During supervised call transfers with Call Screening ON if the extension called rejects the caller the code Stratagy dials to reconnect to the caller and play the User ID s current greeting Typical value...

Page 89: ...N Code Stratagy dials after dialing the extension number Some applications are using 1 to eliminate system wide voice announce during a call transfer by Stratagy which is necessary if you want Stratagy to perform supervised transfers Or sometimes you may want to use H to force all call transfers to be blind or unsupervised WHAT TO DIAL WHEN THE SYSTEM FIRST STARTS UP Initialization codes Stratagy ...

Page 90: ...ephone number that will be answered calling Time or Weather are good choices n Defined a non Stratagy extension that has a telephone connected and will not be answered 8 2 2 USING CETTONES IMPORTANT NOTE Before you run the GetTones you must have done the previous To access GetTones enter Y to the prompt Before GetTones can learn the tone patterns it must have some parameters defined See Figure 5 9...

Page 91: ...212 and you needed to dial 9 and pause to get an outside line you would enter Enter the outdial code 9 85312 12 ENTER THE REORDER CODE Any dial code that will generate a REORDER tone pattern on the telephone system Typically invalid extension numbers work well Example The following generally works Enter the reorder code 6 6 6 ENTER THE STATION NUMBER OF PORT 1 The station number connected to port ...

Page 92: ...le calls that generate integration information that the Integration Helper can capture The screen displays Waiting for a call on any port To abort press ESC Place test calls of the following types 1 Available extension calling test extension for RING NO ANSWER Place a test call by calling from the available extension to your test extension After a Ring No Answer condition occurs the call should fo...

Page 93: ...led from 120 edit the dial code to read I eee Forward from Ring No Answer Under the Forward from Ring No Answer you should have two codes Both dial codes should contain the extension number that was call forwarded to Stratagy Part of one code will probably contain the available extension number you called from The other dial code may or may not contain information pertaining to the CO line where t...

Page 94: ...Up and PgDn to highlight the dial code parameter Press Enter 2 Press Del or the spacebar when the dial code parameter displays in the line editor at the top of the screen 8 3 7 EXITING THE SYSTEM INTEGRATION PATTERNS SCREEN When you have finished defining the System Integration Patterns press Esc to return to the Other Switch To edit a dial code Integrations Menu 3 System Integration Patterns Inte...

Page 95: ...integration time in tenths of seconds Suggested value 10 10 1Oths 1 set DIRECT CALL Integration strings that Stratagy should match for a Direct call Example l eee FORWARD FROM RING NO ANSWER Integration strings that Stratagy should match for a forward form Ring No Answer Example 02 sss rrr FORWARD FROM BUSY Integration strings that Stratagy should match for a forward from Busy Example 02 sss bbb T...

Page 96: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 INSTALLATION SECTION APPENDIX A CHECKLISTS AND FORMS ...

Page 97: ...Stratagy pre installation Checklist ________________________________________ Checklist l Stratagy Installation Checklist ________________________________________ Checklist 2 Users Form ________________________________________ Customization Form 1 Auto Scheduling Form ________________________________________ Customization Form 2 NotifyForm ________________________________________ Customization Form...

Page 98: ...r ID customization forms Make copies of the checklists and forms as needed 2 THE CHECKLISTS AND FORMS The pre installation and installation checklists These checklists list items that need to be completed during pre installation or installation Stratagy Pre Installation Checklist Stratagy Installation Checklist The User ID customization forms These forms simplify the customization process Users Fo...

Page 99: ...TERMINED STRATAGY S CONFIGURATION AND INTEGRATION Installation section Chapter 2 Before You Install and Chapter 5 Configuring and Backing Up Stratagy 0 1 Defined Stratagy system configuration options Q 2 Defined system integration options Ll CUSTOMIZED USER ID MAILBOXES AND CALL PROCESSING completed the forms Programming section Q 1 Determined the company greeting Q 2 Determined the caller instruc...

Page 100: ...cally 1 CONFIGURED STRATAGY USING THE STRATAGY CONFIGURATION UTILITY Installation section Chapter 5 Configuring and Backing Up Stratagy 0 1 Defined Stratagy system configuration options I J 2 Defined Stratagy integration options n For a Toshiba telephone system selected the appropriate system n For a non Toshiba telephone system defined B Telephone system dial codes D Telephone system tone pattern...

Page 101: ...default is 4 Done Do Not Disturb Lock RNA Screem Calls Lock Busy Store Messages Max set Delay Copy Messages To Menus Message Volume Guests 1 Curent Greeting Max set 4 Busy Message Max set 7 ID Call D T Name Ext Security Code Read Only Groups 1 2 3 4 2 3 5 6 8 9 0 Does this User ID also have AUTO FORM YES NO NOTIFY FORM YES NO GREETING SCRIPTS FORM YES NO CUSTOMIZATION FORM 1 ...

Page 102: ...e s NexC Change Extension Rings Do Not Disturb Call Screening Greeting Enabled Change On At Restrict To MTWTFSS And Every month s day s __ hour s minute s Xext Change Extension Rings Do Not Disturb Call Screening Greeting Enabled Change On At Restrict To MTWTFSS And Every month s day s hour s minute s Next Change Extension Rings Do Not Disturb Call Screening Greeting Enabled Change On At Restrict ...

Page 103: ...M T W T F S s From To Notify After Continue Every Max Times min min Title Type Variable Method Enabled MTWTFSS From To Notify After Continue Every Max Times __ min min Title Type Variable Method Enabled M T W T F S S From To Notify After Continue Every Max Times min min Title Type Variable Method Enabled MTWTFSS From To Notify After Continue Every Max Times _ min min Title Type Variable Method CUS...

Page 104: ...TAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 GREETING SCRIPTS FORM User ID Cogy as needed Greeting 1 Greeting 2 Greeting 3 Greeting 4 Greeting 5 Greeting 6 Greeting 7 CUSTOMIZATION FORM 4 ...

Page 105: ... _ _ _ _ Chapter 6 Chapter 7 _ _ _ _ _ _ Chapter 8 _ _ _ _ _ _ _ _ _ _ Chapter 9 _ _ _ _ _ Appendix A Appendix B _ _ _ _ _ _ _ _ Introduction How Stratagy Operates Accessing and Using Stratagy Customizing User ID Mailboxes Special Greeting User ID Mailboxes Token Programming Language Generating Reports Backup and Filecopy System Administrator s User ID Customization Forms Customization Examples ...

Page 106: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION CHAPTER 1 INTRODUCTION ...

Page 107: ...__________r_ ____________________ ____________________ 3 Reference Documentation ____________________ 3 1 Sections of This Manual ____________________ 3 2 Additional Reference Documentation ____________________ ____________________ 4 About the System Administrator ______ _____________ ____________________ 5 System Mnemonics Terms ____________________ 6 Use of Notes Cautions and Warnings __________...

Page 108: ...that provides an overview of the Stratagy systems Describes their hardware and features Available as a stand alone document Installation Designed for the installer this section provides detailed step by step instructions for installing and configuring Stratagy systems Programming Provides detailed instructions for operating customizing and administrating Stratagy systems this section Fault Finding...

Page 109: ...y standard term which refers to a telephone switch usually on premises which serves an individual company and is connected to a public telephone exchange through the CO Port There are two types of ports physical and logical A physical port is an actual station circuit location a logical port is the set of characteristics features station intercom number etc assigned to the physical port Logical po...

Page 110: ... specific items or reference other information Important Notes Call attention to important instructions or other information Cautions Advise you that the equipment could be damaged if the instructions are not followed closely Warnings Alert you when the given tasks could cause the technician personal injury or death l 3 ...

Page 111: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION CHAPTER 2 HOW STRATAGY OPERATES ...

Page 112: ...l ________________________________________ 2 l 4 Types of User ID Mailboxes ________________________________________ 2 2 5 How Stratagy processes Movement Between User IDS ________________________________________ 2 2 6 How Stratagy processes User ID Mailboxes ________________________________________ 2 4 FIGURE LIST FIGURE TITLE PACE 2 l Movement Between User IDS ___________________________________...

Page 113: ... when one of three conditions apply Done RNA Ring No Answer or Busy This chapter discusses n Unique User IDS n Call processing control n Types of User ID mailboxes Done The Done chain instructs Stratagy where to send a caller who remains on the line after leaving a message or after listening to an announcement only mailbox n How Stratagy processes movement between User IDS n How Stratagy processes...

Page 114: ...r DTMF Stratagy translates the DTMF to a User ID and continues processing at that User ID Therefore movement between User IDS is accomplished automatically by following chains or by DTMF entry And a third way Stratagy s Token Programming Language How Stratagy processes movement between User IDS is described in Figure 2 1 Reference the text below for clarification The process described is the defau...

Page 115: ...DTMF p Caller enters DTMF Process the User ID To reach the person you are Does this User ID have a valid calling enter their extension Done chain number To reach an Operator press q or stay on the line pp JDDone chain of Instructions Done chain Follow the User ID Done chain dtmf gate Is the configuration option dtn dgate TRUE NO 1 User ID 0 I NO 1 Proc essekse D 0 1 Hang Up Figure 2 1 Movement Bet...

Page 116: ...xist Stratagy plays a tone Stratagy proceeds to Call Screening H NO Stratagy proceeds to Call Screening 2 Call Screening Stratagy determines if Screen Calls is ON n YES Stratagy plays the name the caller recorded n NO Stratagy connects the caller step 4 3 Play Caller s Name User Accepts or Rejects Stratagy plays To accept I n ACCEPTS CALL User accepts call presses 1 Stratagy proceeds connect the c...

Page 117: ...To reject call press 2 and hang up NO If the user presses 0 or does nothing Stratagy continues as if it received a Ring No Answer after dialing the extension Otherwise continue I I Connect the Caller I L Figure 2 2 User ID Mailbox Processing Busv I Otherwise play either the system busy message or the custom busy message per the User ID s configuration If the caller enters another User ID Stratagy ...

Page 118: ...ratagy determines if there is a custom greeting n YES Stratagy plays the user s custom greeting H NO Stratagy plays the system greeting 3 4 5 6 Store Messages Stratagy determines if Store Messages is YES 4 YES Stratagy records the caller s message Then determines if there is a Copy Message To mailbox n NO Stratagy determines if there is a Copy Message To mailbox Copy Messages To Stratagy determine...

Page 119: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION CHAPTER 3 ACCESSING AND USING STRATAGY ...

Page 120: ...agy System ________________________________________ 3 3 4 1 Navigating the System ____________________ 3 3 4 2 Online Help Function ________________________________________ 3 4 5 Using the Main Menu ________________________________________ 3 4 6 Setting System Date and Time ________________________________________ 3 7 7 Performing System Shutdown ________________________________________ 3 7 FIGURE...

Page 121: ...ote access Stratagy 4 and 6 are only accessible through local or remote access Both local and remote access use Stratagy Remote software L 3 1 LOCAL ACCESS Local access refers to accessing the Stratagy system directly via a cable connecting the Stratagy system with a laptop or PC This section discusses n Connecting the cable n Preparing the local system n Using Stratagy locally 3 1 1 CONNECTING TH...

Page 122: ... system 3 Disconnect the null modem cable 3 2 REMOTE ACCESS Remote access refers to accessing the Stratagy system via modem from a laptop or PC located at this or another site This section discusses H Accessing Stratagy remotely n Using Stratagy remotely 3 2 1 ACCESSING STRATAGY REMOTELY To access Stratagy from the remote laptop or PC run the Stratagy Remote software 1 To access the Stratagy Remot...

Page 123: ...tagy or performing administrative functions be sure to leave the system with the Main Menu displaying The screen saver only works from the Main Menu 4 1 NAVIGATING THE SYSTEM Using the Stratagy menus you can navigate the system to customize User ID mailboxes and perform administrative functions For an illustration of how the menus are arranged see Figure 3 l The Main Menu is the core of the progra...

Page 124: ...Using the Filecopy Utility n Setting system date and time The Main Menu Figure 3 2 consists of three parts Menu Bar access options select System Information product identification and system activity statistics display Port Activity Statistics port activity of each installed port display For a description of the Main Menu including the 4 2 2 DETAILED HELP definition of each field see Table 3 l Add...

Page 125: ...istics n number of times all ports were busy pp percent of time the CPU is idle Users Space Calls Notify Number of defined User ID mailboxes Available remaining disk space in time hh mm and percent of total disk space nn Number of calls Stratagy answered since system started User ID mailbox the system is curently notifying Scan displays when the system is scanning mailboxes to determine where noti...

Page 126: ...a CO trunk line Port Mode this port number s mode A answering port if all ports are A the system is in floating notification mode A notification port only User ID Current User ID mailbox the port is accessing If the port s status is IDLE the last User ID mailbox accessed displays Status Calls Last Functional system is performing on the port Includes IDLE BUSY EXECUTE GREETING PCPM CHAIN RECORDING ...

Page 127: ...y n Upgrading the system n Configuring Stratagy using the Stratagy Configuration Utility n Moving the system to another location IMPORTANT NOTE Never shutdown Stratagy by turning off the computer s power Doing so may corrupt the system files that are in use Perform the following FIRST To exit the system 1 2 3 4 5 6 From the Main Menu select Shutdown Press Alt S Stratagy prompts Password Enter the ...

Page 128: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION CHAPTER 4 CUSTOMIZING USER ID MAILBOXES ...

Page 129: ...tratagy Uses Auto Records ________________________________________ 4 I 6 4 4 Defining an Auto Record ________________________________________ 4 16 4 5 Disabling an Auto Record ________________________________________ 4 17 5 Using the Notify Menu ________________________________________ 4 22 5 1 Accessing and Exiting the Notify Menu ________________________________________ 4 22 5 2 The Notify Menu ...

Page 130: ...ng future delivery guest defaults and fax tone detect In addition User IDS 7000 7014 provide pre programmed fax features that can be copied and used for defining User ID records Notify contains templates e g message waiting light control and pagers you can use for defining User ID Notify records For sample customized User ID mailboxes see Appendix B If you have questions about customizing User ID ...

Page 131: ...le 4 l In addition when using the menu press Fl to display detailed help for the current field 3 3 DEFINING A USER ID RECORD Defining a User ID record involves one of the following H Creating a User ID record H Modifying an existing User ID record H Copying an existing User ID record 3 3 1 CREATING A USER ID RECORD To create a User ID mailbox 1 Enter a unique number in the User ID field Press Ente...

Page 132: ...r the arrow keys J to move between fields b Press Alt S to save the record c As appropriate continue defining the User ID mailbox using the Auto Menu and Notify Menu 6 Repeat the process for each of the User ID mailboxes copied 3 4 DELETING A USER ID RECORD To delete an existing User ID mailbox including all messages and recordings 1 In the User ID field enter the User ID of the User ID mailbox re...

Page 133: ...ics Started 08 04 94 23 02 Saved 08 11 94 23 02 User Sets 4376 Calls 153 Last 08 26 94 lo 41 Messages Transfers 6 Last 08 19 94 18 47 Current 10 0 new 583 set Logins 62 Last Maximum 36 Total 08 26 94 16 12 70 Notifies 87 Last 08 26 94 17 29 Figure 4 l Users Menu with Sample Data Esc EXIT Enter SELECT Table User ID Comment Extension Name Messages 225 226 227 228 229 230 231 411 990 991 994 995 996 ...

Page 134: ...XT PgUp PREV Menu Identification Users Mailbox identification modify User ID Press PgDn to view the next User ID mailbox Press PgUp to view the previous User ID mailbox Menu title User ID mailbox number Usually associated with a phone extension for simplicity Employees without a phone extension can have a mailbox from which they can send and receive messages Mailboxes can be used for special funti...

Page 135: ... User ID e g for User ID 234 the security code is 234 Otherwise it is the security code for User ID 997 default is 997 If the security code is set to something untypeable at a telephone such as an X no one can log into the User ID mailbox The user can change the password to assure confidentiality For added security the code does not display on the screen You cannot view the security code you can o...

Page 136: ...e defined on a per port basis The number of letters used for the directory is defined in the system configuration The maximum number of letters configurable is 16 Stratagy s default is 3 Spaces are ignored Non alphabetical characters are not allowed Dir Name 2 The second of two names Stratagy may search for when a caller uses the 411 company directory For most companies this is the User ID owner s...

Page 137: ...ringing the user s phone If Lock Do Not Disturb is set to OFF the user can toggle this feature on or off through the telephone If the intention of the User ID is to offer recorded information set Do Not Disturb to ON and Lock Do Not Disturb to ON ON Do Not Disturb is on Calls to this User ID are never transferred to an extension The greeting plays immediately OFF Do Not Disturb is off Possible val...

Page 138: ...ot be permitted to access or change the Screen Calls setting through the telephone OFF User can change Screen Calls selection Possible values ON OFF Default OFF not locked Messages Store Messages Whether Stratagy allows the User ID mailbox to store messages Certain applications require a User ID mailbox to play information only and not record messages To prevent Stratagy from taking messages after...

Page 139: ...y Messages To is off Volume at which messages are played back to the user This value can be set by the user through the telephone Possible values 8 softest 8 loudest Default 0 Guests Number of guest User IDS this User ID can create 7 99 user can create the number of guest User IDS originally configured plus this many additional guest User IDS 0 user can create as many guest User IDS as originally ...

Page 140: ... again After each transfer attempt the caller will be given the same options CUS Custom busy message Possible values CUS SYS Default SYS Busy Message Maximum greeting length seconds for the custom busy Max message recorded by the user Whether the user can change the busy greeting Possible values 0 user cannot change greeting 1 999 Default 45 seconds ID Call Identify callee Play the name and extens...

Page 141: ...91 caller instructions User ID Possible values blank another User ID special programming language RNA Default blank Done chain of the initial greeting User ID Instructs Stratagy where to send a caller when there is a Ring No Answerat this User ID s extension Defining an RNA chain enables Stratagy to control extension hunting Possible values blank another User ID special programming language Busy D...

Page 142: ...in the same company or different companies sharing one system For example suppose two companies share the same President Vice President and Controller and you would want them accessible to all companies but each company has a different Human Resources department that you may want to prevent caller access from one to the other First of four groups Possible values 0 not in use 1 99 999 999 Default 1...

Page 143: ...ion press 2 for Service press 3 or press 0 for the operator The Menu set up would look like 1 222 2 350 3 516 4 5 6 7 8 9 0 240 If the caller selects 1 Sales Assistance he would be transferred to User ID mailbox 222 If the caller selects 2 Product Information he would be transferred to User ID mailbox 350 If the caller selects 3 he would be transferred to User ID mailbox 516 Service If the caller ...

Page 144: ...ast reset Date mm dd yy and time hh mm of the last call Time is in military format 24 hour clock Transfers Number of times Stratagy successfully completed a call transfer to the extension associated with this User ID since statistics were last reset Transfers Last Logins Date mm dd yy and time hh mm of the last transfer Time is in military format 24 hour clock Number of times the mailbox user acce...

Page 145: ...ord Options Auto fields for the record highlighted in the Auto Record Summary modify For a description of the Auto Menu including the definition of each field see Table 4 2 In addition when using the menu press Fl to display detailed help for the current field 4 3 HOW STRATACY USES AUTO RECORDS The key to understanding how Stratagy uses Auto records is Stratagy performs the specified changes at a ...

Page 146: ...able field to NO 3 Press Alt S to save the record Stratagy automatically disables the appropriate description line in the Auto Record Summary Save Esc EXIT PgDn NEXT PgUp PREV Auto User ID 990 Comment Company Greeting Security Code Extension Directory Name 1 Directory Name 2 NEXT 08 30 94 09 OO RNA 0 DND ON CS OFF GRT 1 NEXT 08 30 94 17 OO RNA 0 DND ON CS OFF GRT 2 DISABLED DISABLED DISABLED DISAB...

Page 147: ...that permits the user access to this User ID mailbox Does not display Programmed dial actions Stratagy performs to transfer a call that has accessed the User ID i e Do Not Disturb is OFF Includes transfer to a User ID mailbox a remote number or paging The first of two names Stratagy will search for when a caller uses the 411 company directory The second of two names Stratagy may search for when a ...

Page 148: ...uch as Thanksgiving and Labor day define the Frequency of Change fields of as 11 months and 29 days restricted to the appropriate Days of the Week And Every Month s Number of months before this change will re occur at the time defined under Change On At For example most holiday greetings would be set to occur every 12 months on the day specified Possible values 0 12 Default 0 months And Every Day ...

Page 149: ...xt change will occur Possible values mm dd yyyy hh mm date and time of next change Time is in military format 24 hour clock Default NEVER Auto record is disabled User ID Information Extension New extension Stratagy rings when this record is active More specifically programmed dial actions Stratagy performs after the change occurs to transfer a call that has accessed the User ID i e Do Not Disturb ...

Page 150: ...f the Users Menu Lock Call Screening is ON ON Stratagy asks the caller to record your name at the tone and plays that recording to the User allowing him to press 1 to accept the call or press 2 to reject theoall If rejected Stratagy plays the mailbox greeting to the caller If accepted Stratagy connects the caller to the user OFF Stratagy transfers the caller to the extension without inquiry Possib...

Page 151: ...e before pressing Est 5 2 THE NOTIFY MENU The Notify Menu Figure 4 4 consists of four parts Menu Bar access and viewing options select Mailbox Identification overlay of information about this User ID mailbox from the Users Menu display Notify Record Summary ten one line descriptions of i existing notifications display Notify Record Options Notify fields for the record highlighted in the Notify Rec...

Page 152: ...ar to toggle the Notify Record Options Enable field to YES Select the template Replacing an existing template affects all User ID mailboxes currently using the template unless the change is confined to the Notify record s Variable field A add Add this Notify record to the template database as a new template a Press Alt T to access the existing predefined notification templates b Use PgDn and PgUp ...

Page 153: ...ectory Name 2 KEN DK 280 LGHT ON SMTWTFS OO OO 23 59 0 min 2 min l max DK 280 LGHT OFF SMTWTFS OO OO 23 59 0 min 2 min l max DISABLED DISABLED DISABLED DISABLED DISABLED DISABLED DISABLED DISABLED Enabled MTWTFSS From To Notify After Continue Every Max Times YES YYYYYYY 0o oo 23 59 0 min 2 min 1 Title DK 280 LGHT ON Type NORMAL Variable Method 63vz Figure 4 4 Notify Menu with Sample Data 4 24 ...

Page 154: ... default notification template with this information N No prevent htis notification record from overwriting the current default record If this Notify record is a change to an existing template Stratagy also prompts Cancel Replace Template or Add New Template CRA C cancel Prevent the Notify record from overwriting the existing template R replace template Overwrite the old template with this new Not...

Page 155: ... record for this User ID Press PgUpto view the previous Notify record for this User ID Menu Identification Notify Menu title Mailbox Identification display defined in the Users Menu User ID User ID mailbox number Comment Notation or reminder about the function of the mailbox Security Code Password that permits the user access to this User ID mailbox Does not display Extension Programmed dial actio...

Page 156: ...y and Friday only Restricted To MTWTFSS YNYNYNN Possible values Y N Default Y From Start notification time hh mm Military format 24 hour clock e g 530 p m is represented as 17 30 Always less than To To specify 24 hours set From at 0O OO and To at 23 59 Default 0O OO To End notification time hh mm Military format 24 hour clock Always more than From To specify 24 hours set From at 0O OOand To at 23 ...

Page 157: ...xample message light on digital pager home Type Notification type for this record To select the type 1 Press F2 when the cursor is in the Type field to display the options 2 Use the arrow keys T J to highlight the type you want 3 Press Enter to select the type NORMAL Notify user of new messages in his mailbox by lighting the message light or calling a telephone number Notification begins when a me...

Page 158: ...beeper display or forwarded to a voice answered phone Notification ends when the maximum number of tries Max Times has been reached PICKUP Turn off a message waiting light after a user has retrieved messages from his mailbox Notification begins after the user picks up all new messages and exits from the Play Your Messages selection Notification ends when the maximum number of tries Max Times has b...

Page 159: ...ries include User ID mailbox phone extension special programming language Default blank DND not active Variable Value Stratagy inserts in place of the V in the Methodfield Typically this is pager or similar value associated with the record rather than the template The uses include n Allows notification templates to be used for many users W Enables field personnel to be notified at different destin...

Page 160: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION CHAPTER 5 SPECIAL GREETING USER ID MAILBOXES ...

Page 161: ...nd Customizing Caller Instructions ________________________________________ 5 2 Sample Initial Greetings ________________________________________ 5 2 Employee Directory Instructions ____________________ 5 2 How Stratagy Maintains the Directory ______________________________r_________ 5 2 Recording Employee Directory Instructions ____________________ 5 3 Sample Employee Directory Instructions _____...

Page 162: ...aling its extension b After Stratagy answers press to enter User mode c Enter the User ID mailbox number user id d Enter the security code security code The User Main Menu plays Press 2 Change your greeting The Select Greeting Menu plays Press the greeting number The Record Greeting Menu plays Press 2 to record your greeting Record the greeting As soon as you finish press The Record Greeting Menu ...

Page 163: ...rough the Users Menu Use the Auto Menu to schedule the greetings to play as needed For detailed information about customization see Chapter 4 Customizing User ID Mailboxes and Appendix B Customization Examples 3 3 SAMPLE INITIAL GREETINGS The following sample initial greetings play as a result of chaining the company greeting User ID mailbox 990 to the caller instructions User ID mailbox 991 Examp...

Page 164: ...r the first few letters of the first or last name of the person you wish to reach mailbox for after hour callers who are unable to direct their own calls rotary dial phone or do not know the extension of the party they want to reach When a caller accesses the operator mailbox Stratagy plays its greeting which advises the caller on how the call will be handled The caller can then leave a message in...

Page 165: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION CHAPTER 6 TOKEN PROGRAMMING LANGUAGE ...

Page 166: ...__________________________ 6 j 2 Using the Token Programming Language ________________________________________ 6 1 3 The Programming Tokens ________________________________________ 6 l TABLE LIST TABLE TITLE PAGE 6 1 Summary of Token Programming Language Tokens __________________ _ 6 2 6 2 Token Programming Language Tokens ________________________________________ __ 6 3 6 i ...

Page 167: ...field would therefore contain TokenTokenToken Token where Token defines how to perform the actions All tokens are available for the Stratagy 24 Fax tokens are not available for the Stratagy 4 and 6 Serial port tokens are not available for the Stratagy 4 Stratagy provides reserved User ID mailboxes that have common features pre programmed including future delivery guest defaults and fax tone detect...

Page 168: ...t S Sn Serial port access termination Jength timeout T fi e sfring j Transmit fax T file tokens V file field item Sn Search for value W n Wait pause for event WW WhT W n V DEFINED TOKENS conti Sn item wed Addition Sn item Sn item start end Assignment item file uid Exists in file c string 3 fi e Start incremental fax Add incremental fax Append variables to file Read S variables state Write S variab...

Page 169: ...ng the next token without pet forming the transfer procedure W In the case of the Illlethod field Stratagy will not attempt to access a pot t for an outbound notification call Syntax 1 Description Plays DTMF tone 1 Syntax 2 Description Plays DTMF tone 2 Syntax 3 Description Plays DTMF tone 3 Syntax 4 Description Plays DTMF tone 4 Syntax 5 Description Plays DTMF tone 5 Syntax 6 Description Plays DT...

Page 170: ... once regardless of the number of times the tokens are attempted Example A message waiting light that uses the same codes to turn on the light as it does to turn off the light i e a toggle For details see Appendix 6 Customizing User ID Mailboxes Examples Y Forget exent Syntax Y message waiting light control Description Deletes the LIGHT ON file in the User ID s directory Example A message waiting ...

Page 171: ...uoted set of charaters numbers and or variables relationship Either which test for greater than less than equal or not equal aid Any valid User ID Description If the relationship between the first string and the second string is true then continue processing at the User ID specified by uid Otherwise processing continues with the next token Examples I 1 11 222 1000 Immediately continues processing ...

Page 172: ... or for later transmission with the T token Examples J C FAXES FAXl Causes Stratagy to set up one of the fax modems to wait for a call and accept a fax called C FAXES FAXI This is useful for loading a fax into Stratagy J 123 P Gl F FH Sets up a personal fax mail User ID that allows for one call fax transmission P G1 Play Start your fax machine at the tone F Hook flash to put the call on hold Pause...

Page 173: ...mal delay for determining completed DTMF entry Examples M Gl 2 20 Plays greeting 1 up to 2 times with a 2 second delay after each time the greeting plays waiting for the caller to press a DTMF n If the caller presses 5 Stratagy immediately continues processing at the User ID specified in Menu field 5 n If the caller makes no selection Stratagy continues processing at the next token H If the caller...

Page 174: ...red by a caller for confirmation Sn N DTMF digits currently represented by the variable Sn as a number where the range is assumed to be between 0 and 999 million Sn D DTMF digits currently represented by the variable Sn as a date where the format is assumed to be either mmddyy which assumes a year in the 1900s or mmddyyyy Sn T DTMF digits currently represented by the variable Sn as a time of day w...

Page 175: ...x Q Gn answer Where Gn Greeting number range 1 7 Additonal greetings to use Description The Q token allows you to ask a caller a series of questions and store all the caller s responses as a single message in the current User ID Record each question as a greeting Stratagy plays each question greeting with a tone records a response and then plays the next queston greeting until all the specified qu...

Page 176: ... 1 Enter your telephone number Finish by pressing the sign n Use R GI S6 20 which l Plays greeting 1 l Stores the caller s entry in variable S6 l Waits 2 seconds 20 10 2 for DTMF after playing the greeting S Serial port access Syntax S port 9 Sn termination length timeout Where port Logical serial port 1 or 2 mapped onto a physical port number by the Setup Utility configuration option serial port1...

Page 177: ...s removed only when Stratagy finishes executing the User ID s Extension field This allows for several related S tokens to be executed while the port is locked To properly use this token the physical serial port must have certain configuration parameters defined These parameters are grouped together in the Stratagy Configuration Utility s System Configuration options Installation section Chapter 5 ...

Page 178: ...e2seconds S dial the DTMF digits stored in Si V Search for value Syntax V file field item field Sn Where file ASCII DOS file that is field comma delimited and record return delimited field Number of the field in file 1 is the value of the field before the comma item An alphanumeric string which may contain S variables Sn One of the S storage variables range 0 9 Description The V token searches the...

Page 179: ...ntrolling limits and loops Syntax Sn item Sn item start end Where Sn One of the S storage variables range 0 9 item Any alphanumeric string May contain S variables start Starting character position for assigning a portion of item end Ending character position to assign when used with start Description Gives the specified storage variable the value specified The value may be a sting or a numeric and...

Page 180: ...greeting saying that the entered phone number is invalid and then hang up If the entered number were not found in the file then processing would continue normally and the fax would be sent to the requester c Start incremental fax Syntax C Wring J Where string DTMF digits representing the telephone number that should be dialed It may contain S variables If it is the empty string i e I then Stratagy...

Page 181: ...comma delimited ASCII file where the first value is SO the second is Si etc When the token is used with the token you can read modify and write remember S variables NOTE To avoid potential simultaneous access errors within the same User ID if you read with the token you should write with the 0 token Write S Syntax fi e variables state Where file Any valid DOS file name Use two backslashes to signi...

Page 182: ...k space remaining E Extension field M Messages N New messages P Previous R Relay page Syntax D Description Replaces itself with the value that represents the percent of free disk space at the time it is used Example P D N Say play the percentage of free disk space as a number Syntax E Description Replaces with the contents of the current User ID s Extension field Syntax M Description Replaces with...

Page 183: ...Syntax T Description Replaces with the current connect time i e the total number of seconds that the port call has been active Syntax U Description Replaces with the current User ID number V Variable Y Current date Z Current time Syntax V Description Replaces with the value of the current Notify record s Variable field Useful for defining notification templates for User IDS that perform the same t...

Page 184: ...riable Tokens continued LEN Length Syntax LEN Sn where Sn One of the S storage variables range 0 9 Description Replaces with the total number of characters in the Sn variable Example P LEN Si N Say the number of characters in Si as a number Table 6 2 Token Programming language Tokens continued 6 l 8 ...

Page 185: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 Stratagy o i f2gi PROGRAMMING SECTION CHAPTER 7 GENERATING REPORTS ...

Page 186: ...__________________ Saving a Report Definition ________________________________________ Loading an Existing Report Definition ________________________________________ Running a Report ________________________________________ Repot t Options ________________________________________ Viewing the Report ________________________________________ Printing the Report _______________________________________...

Page 187: ...mes LISTING Listing and listing all reference the same file When saved the Reports Menu displays 2 ACCESSING AND EXITING THE REPORTS MENU 2 1 ACCESSING THE REPORTS MENU 4 2 SAVING A REPORT DEFINITION Access the Reports Menu through the Main Menu Enter To save the report definition you just created Alt R Enter the password The default password is Stratagy with the first letter uppercase 1 Select Sa...

Page 188: ...rt definition You can either create a report definition or load an existing definition For details see Defining the Contents of a Report 2 To run a report select Run Press Alt R 3 Stratagy prompts for the range of User IDS you want to include in the report First User ID Last User ID 4 Stratagy then prompts whether you want to reset statistics after running the report Reset Statistics When Done NO ...

Page 189: ...tte 1 Place a formatted 35inch diskette in disk drive A NOTE Use standard 3 5 inch 1 44MB diskettes formatted for IBM and compatibles 2 Select File Press Alt F 3 Stratagy prompts where you want to copy the report Copy report to Copy the report to disk drive a Valid locations are any DOS file specification including the drive specification For example enter something like A REPORT TXT MENU AREA Men...

Page 190: ...ains Groups Done 1 RNA 2 Busy 3 Max set Delay 4 Menus Guests 1 2 3 Max set 4 5 6 Max set 7 Name Ext ii 9 Created Conn Sets Statistics started Saved User Sets Calls Last Messages Transfers Last Current 5 new set Logins Last Maximum Total Fax Notifies Last Figure 7 l Reports Menu with Sample Data Page 1 User ID 200 200 Smith 201 201 Henry 202 202 Adams 203 203 Chan 204 204 Thomas Stratagy Report Dir...

Page 191: ... SEPTEMBER 1994 Strata gj fqg PROGRAMMING SECTION CHAPTER 8 BACKUP AND FILECOPY ...

Page 192: ...acking Up and Restoring the System ____________________ __ _ _____ 8 l 2 1 Scheduling Backups ____________________ ________8 j 2 2 Using the Stratagy Backup Utility ____________________ 8 l 3 Using Stratagy s Filecopy ____________________ ________8 3 4 FIGURE LIST FIGURE TITLE PAGE 8 1 Stratagy Configuration Utility Menu ____________________ 8 1 8 2 Stratagy Backup utility Menu ___________________...

Page 193: ...P UTILITY restore each of the following 1 Shutdown Stratagy From the Main Menu press Database configuration and integration settings User ID customizations Alt S Greetings recordings NOTE For detailed instructions see Chapter 3 Messages Accessing and Using Stratagy Performing Backing up your Stratagy system regularly enables your System Shutdown technician to restore your system with minimal data ...

Page 194: ...To select an option press the highlighted letter or use the arrow keys t I to put pointers around the option and press Enter Once you select database greetings or messages the utility displays the program information and reads the disk information The utility then displays a series of menus The Function Menu displays the following options Backup Restore Compare Configure Quit Select Backup to back...

Page 195: ...stored file being copied diskette progress track number of diskette A the utility is copying to restore set information catalog type name verify type The utility prompts for diskettes as needed When complete the utility displays the Function Menu To cancel restore press R to return to the Function Menu 3 USING STRATAGY S FILECOPY With the Filecopy option of Stratagy s Main Menu you can copy files ...

Page 196: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION CHAPTER 9 SYSTEM ADMINISTRATOR S USER ID ...

Page 197: ...___________________________________ 9 l 3 System Administration Option 8 ________________________________________ 9 2 3 1 1 _ Record the System Announcement ________________________________________ 9 2 3 2 2 _ Delete the System Announcement ________________________________________ 9 2 3 3 3 _ Record the Busy Hold Music ________________________________________ 9 2 3 4 4 _Manage User IDS ___________...

Page 198: ...and all users in a specific department _ Stratagy processes mail sent to mailing lists as a low priority task Therefore it may take several minutes to send the message to everyone on a large list especially if the system is busy 2 1 CREATING A SYSTEM LIST You can create up to seven system wide lists To create a system list from System Administrator User ID 999 follow the same procedure as you woul...

Page 199: ...y recorded system announcement from the system 3 3 3 RECORD THE BUSY HOLD MUSIC The busy hold music is heard by callers when they elect to hold for a busy extension by pressing Stratagy plays the entire recording before re trying the busy extension When the system is delivered it plays approximately 30 seconds of music You can replace this music recording with a recording giving information about ...

Page 200: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION APPENDIX A CUSTOMIZATION FORMS ...

Page 201: ...____ A i 2 Using the Forms ________________________________________ A 1 FORMS TITLE PAGE Users Form ______ __________ _____________________ Form l Auto Scheduling Form ________________________________________ Form 2 NotifyForm ________________________________________ __________________ _ Form 3 Greeting Scripts Form ________________________________________ _ Form 4 A i ...

Page 202: ...zing User ID Mailboxes Chapter 5 Special Greeting User ID Mailboxes Chapter 6 Token Programming Language Appendix 6 Customization Examples 2 USINGTHE FORMS Use the forms when initially customizing Stratagy or when modifying an existing Stratagy system Example 1 If you are initially customizing User ID 2305 which does not need automatic changes or notifications you would use the Users Form Example ...

Page 203: ...default is 4 Done Do Not Disturb Lock RNA Screem Calls Lock Busy Store Messages Max set Delay Copy Messages To Menus Message Volume Guests 1 Curent Greeting Max set 4 Busy Message Max set 7 ID Call D T Name Ext Security Code Read Only Groups 1 2 3 4 2 3 5 6 8 9 0 Does this User ID also have AUTO FORM YES NO NOTIFY FORM YES NO GREETING SCRIPTS FORM YES NO CUSTOMIZATION FORM 1 ...

Page 204: ...Not Disturb Call Screening Greeting Enabled Change On At Restrict To MTWTFSS And Every month s day s hour s minute s Heart Change Extension Rings Do Not Disturb Call Screening Greeting Enabled Change On At Restrict To MTWTFSS And Every month s day s hour s minute s Next Ch a n ge Extension Rings Do Not Disturb Call Screening Greeting Enabled Change On At Restrict To MTWTFSS And Every month s day s...

Page 205: ... W T F S S From To Notify After Continue Every Max Times min min Title Type Variable Method Enabled MTWTFSS From To Notify After Continue Every Max Times min min Title Type Variable Method I I Enabled M T W T F S S From To Notify After Continue Every Max Times min min Title Type Variable Method Enabled MTWTFSS From To Notify After Continue Every Max Times min min Title Type Variable Method I 1 CUS...

Page 206: ...TAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 GREETING SCRIPTS FORM Copy as needed User ID Greeting 1 Greeting 2 Greeting 3 Greeting 4 Greeting 5 Greeting 6 Greeting 7 CUSTOMIZATION FORM 4 ...

Page 207: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 PROGRAMMING SECTION APPENDIX B CUSTOMIZATION EXAMPLES ...

Page 208: ..._______________________________ B 6 Notify Menu Examples ________________________________________ B 7 Message Waiting Light Control When Light On and Off Codes Differ B 7 Message Waiting Light Control When Light On and Off Codes Are the Same B 8 Voice Notification ____________________ B 8 Notification to a Pager ________________________________________ B 9 Relay Paging to a Pager _________________...

Page 209: ...ltiple User IDS n System paging of a user for special callers n Switching and maintaining languages n Order shipment information Notify Menu examples n Messa e waiting light control when light on and off codes iffer 4 Message waiting light control when light on and off codes are the same n Voice notification H Notification to a pager n Relay paging to a pager n Emergency lists Auto Scheduling Menu...

Page 210: ...er is exactly seven digits long to avoid short bad phone numbers and to avoid making long distance toll calls 2 2 1 THE ASSUMPTIONS In addition to the assumptions for the fax back example assume incorrect length information User ID 801 2 2 2 THE PROGRAMMING In this case define the Users record to contain Extension R Gl Sl I LEN S1 7 80l T faxes faxl dcx S Sl The additional token in the Extension f...

Page 211: ... 1000 1 value of the second string is the constant 1 1000 User ID Stratagy goes to if the two strings are not equal Not equal If the value in S2 does not equal 1 loop back to the beginning of User ID 1000 Equal Proceed to the next token T fax dcx S Sl ymre document to the phone fax dcx name of the file to fax 9 dial 9 for an outside line pause for 2 seconds Sl dial the DTMF the caller entered for ...

Page 212: ...er the caller to a back door User ID 2 5 1 THE ASSUMPTIONS For this example the assumptions are _ telephone system s paging access code 33 special User ID 5222 back door User ID 6222 system code to return to a caller placed on transfer hold F 2 5 2 THE PROGRAMMING Customize User ID 5222 by defining the Users record and recording the greeting Define the Users record to contain Extension 33 P Gl F G...

Page 213: ...wn as follows Suppress normal process L FRENCH Switch the system prompts to the file FRENCH IDX in the C STRATAGY directory Sl Assign Sl the value of FRENCH FRENCH G 981 Go to User ID 981 E l For Greeting User ID 981 access User Mode via Telephone Record greeting I In French To reach the person you care calling enter his extension For information For User ID 992 Define the Users record to contain ...

Page 214: ...t with data files to retrieve useful information that Stratagy gives to callers by request Stratagy does the following I Asks the caller to enter an order number 2 Determines whether the order has shipped For example by requesting it from another host computer using the serial S token accessing a file on Stratagy s hard disk or accessing a file on a network server 3 If the order has not shipped te...

Page 215: ... order was shipped on The Extension field breaks down as follows V SHIPDATE l In file SHIPDATE search field 1 for Sl 2 S2 variable Sl Store field 2 in variable S2 I P G1 1Play greeting 1 P S2 D Play the DTMF digits represented by the variable S2 as a date 2 7 3 HOW IT WORKS The order shipment examples works as follows Stratagy 1 Asks the caller to enter the order number 2 Determines if the order n...

Page 216: ...ssage Stratagy would turn the light off since it was already on To solve this problem tell Stratagy to do the following For turning on the light 1 Check if you have already turned on the light Z If you have stop otherwise continue to step 2 2 Turn on the light and remember that you have turned it on X For turning off the light n Turn off the light and forget that you had turned it on Y 3 2 1 THE A...

Page 217: ...recording for the current User ID If there is no recording say the User ID digits P M Play the total number of messages and number of new messages for the current User ID 3 3 3 HOW IT WORKS Per the notification schedule Stratagy 1 Dials the user s phone number 2 Waits for a voice to answer 3 Says the user s recorded name and extension Ken extension 405 4 Says the user s number of new messages 3 3 ...

Page 218: ...5 5833700 3 6 EWRGENCY LISTS In an emergency list Stratagy notifies one person of a new message first then after a time interval notifies a second person if the first person has not picked up the message and after another time interval notifies a third person if the message has not been picked up and so on When creating an emergency list carefully define the initial time to wait before starting th...

Page 219: ...y evening greeting schedule starts at 5 Ol p m Monday through Thursday weekend greeting schedule starts at 5 Ol p m Friday 4 1 2 THE PROGRAMMING Scheduling the greetings includes defining the Auto records and recording the greetings for User ID 990 For the morning greeting define the Auto record as follows Enable YES Change On date 08 l 5 94 Change At time 08 OO 8 00 a m Every Month s 0 Every Day ...

Page 220: ...p m Friday to 7 59 a m Monday Stratagy 1 Plays User ID 990 s greeting 1 company greeting 2 Follows the User ID 990 chain to User ID 991 caller instructions 4 2 HOLIDAY GREETINGS SAME DAY EACH YEAR Certain holidays such as Independence Day July 4th Christmas December 25 and New Year s day January 1St occur the same day each year To inform callers that your offices are closed for the holiday you can...

Page 221: ...efine the different phone number Normally Stratagy processes calls to the Users Menu Extension field When the scheduled event occurs Stratagy processes the calls using the Auto record s Extension field For this example assume that an employee works in a different office on Fridays than he does on Monday through Thursday Define the Auto record as follows Enable YES Change On date 11 24 94 Change At...

Page 222: ... Auto record to contain Extension 3 9W 2 T 583 3700W 3 V F F H The Extension field breaks down as follows Conference code The code varies depending upon the telephone system Pause for a half 5 second Dial 9 for an outside line Wait up to 2 seconds to hear dial tone Dial the phone number 583 3700 Wait up to 3 rings for a voice to answer Hook flash and pause for a half second Hook flash and pause fo...

Page 223: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 MAINTENANCE AND UPGRADES SECTION Chapter 1 Maintaining the System Chapter 2 Upgrading the System AtoZ KELLATRONICS INC ...

Page 224: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 MAINTENANCE AND UPGRADES SECTION CHAPTER 1 MAINTAINING THE SYSTEM ...

Page 225: ... 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 TABLE OF CONTENTS Chapter 1 Maintaining the System PARAGRAPH SUBJECT PAGE 1 2 2 1 2 2 3 4 4 1 4 2 5 5 1 5 2 l l l l l l l l l l 1 2 1 2 1 2 1 2 1 3 1 3 ...

Page 226: ...ordings Messages n As appropriate Some companies back up messages others do not Since Stratagy is shut down during backups we recommend that you schedule them when Stratagy is least busy With the System Announcement feature of the system User ID mailbox you can let users know when the system will be shutdown for the next backup 2 2 USING THE STRATAGY BACKUP UTILITY Use the Stratagy Backup Utility ...

Page 227: ...zed for call distributions and accesses by dates days and times Parameter user log Default activity inactive For details see the Programming section Chapter 3 Default name USERID LOG Accessing and Using Stratagy Using the Main Menu NOTE To track User ID activity viewing the User ID statistics of When active grows quickly Archive or delete the Users Menu or generating a report based on these freque...

Page 228: ...afe place The activation key number must be entered to allow the Stratagy system to operate under the following conditions n n n n The Stratagy factory installed voice board is removed The Stratagy hard disk drive is replaced or upgraded The Stratagy system software is re installed or upgraded Fault isolating or troubleshooting a Stratagy system under direction of Toshiba Technical Support In most...

Page 229: ...e the backup database greetings and messages Use the Stratagy Backup Utility see the Installation section Chapter 5 Configuring and Backing Up Stratagy for details 5 Return to the Main Menu Press Esc from the Stratagy Configuration Utility Menu Stratagy is now operational 1 4 ...

Page 230: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 MAINTENANCE AND UPGRADES SECTION CHAPTER 2 UPGRADING THE SYSTEM ...

Page 231: ..._________________________ 4 Installing Fax Modems ________________________________________ 4 1 Fax Modem Requirements __________________________________r_____ 4 2 Installing Fax Modem Hardware ____________________ 4 3 Configuring Stratagy for Fax Modems ________________________________________ 4 4 Customizing Stratagy to Send and Receive Faxes _________________________________ __ 5 Upgrading the S...

Page 232: ... Utility In addition you or the System Administrator will need to customize Stratagy to send and receive faxes 4 1 FAX MODEM REQUIREMENTS The fax modem used in Stratagy 24 must be external and meet the following requirements H Class 2 compliant class 2 is different from class 2 0 n UART 16550 l Internal fax modems must have a UART 16550 serial interface l External fax modems must be connected to U...

Page 233: ...e first disk Inset t the first diskette Follow the directions b The system then prompts Enter New Activation key number Enter the New Activation key number provided by Toshiba when you upgraded from the Stratagy 4 to the Stratagy 6 system If you incorrectly enter the New Activation key number Stratagy will abort and stop You must now press Ctrl Alt and Del simultaneously c Follow the system prompt...

Page 234: ...STRATAGY 4 6 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 OPERATING PROCEDURES SECTION 3 AtoZ KELLATRONICS INC H WE f f f w ...

Page 235: ...l RETURN to MAIN ACNE RECORD your message prefix or reply q when FINISHED q REVIEW q RE RECORD q APPEND recording q CANCEL recording q set URGENT status ON OFF q setPRIVATE status ON OFF q set message DELlVERY TIME q SAVE recording HINTS and TIPS Messaging While listening to a message you have these options Pause Special Functions Press q while playlng your messages to pause for 30 seconds Each ti...

Page 236: ...cord Your Message Forward a Message Record Your Message Reply to the Current Message 2 1 2 l 2 5 2 6 2 6 2 8 2 6 2 11 CHAPTER 3 GREETINGS 3 l Personal Greetings 3 2 Create a Personal Greeting 3 2 Recoding Options 3 2 Select Change Your Personal Greeting 3 3 System Greeting 3 3 Review the Current Greeting 3 4 CHAPTER 4 CHANGE YOUR OPTIONS Do Not Disturb Call Screening Security Code Select Your Busy...

Page 237: ...ge Retrieval STRATA DK 24 56 96 8 l 6 and 280 Call Forward Message Retrieval STRATA Call Forwa d Message Retrieval 6 l 6 2 6 2 6 2 6 3 6 3 6 3 6 5 6 5 6 8 6 9 6 9 6 11 FIGURE I l l l l 2 2 1 2 2 2 3 3 l 4 l 5 l 5 2 TABLE 2 l ii FIGURE LIST TITLE PAGE Sample Page Main Menu Change Your Options Menu Play Your Messages Menu Send a Message Menu Forward and Reply to Messages Change Your Greeting Menu Ch...

Page 238: ...gy Voice Processing Quick Reference Guide H Stratagy Voice Processing Features Description H Stratagy Installation and Maintenance Manual HOW TO USE THIS GUIDE This guide provides the features and operation steps for making the Stratagy system work for you The right column describes the features first then how the system reacts during the activating of a feature The left column details your steps ...

Page 239: ... button icon in the feature instructions such as m PLAY your MESSAGES Lower level menu selections are represented with bold type such as 1 REVIEW QUICK REFERENCE GUIDE Enclosed in the front of this book is a wallet size Quick Reference Guide Side 1 contains instructions for messaging features Playing and Sending messages Side 2 shows the menus for Changing Your Greeting Changing Your Options Manag...

Page 240: ...ERFORM A PROCEDURE ARE NUMBERED AND ENTERED IN THE LEFT HAND COLUMN CHAPTER2 CHAPTER TITLES FIRST LEVEL HEADINGS FIRST LEVEL HEADINGS NOTES AND WARNING MESSAGES RESULTS OR DETAILS EXPLANATIONS OR DETAILS OF THE ACTION TEXT Figure I 1 Sample Page V ...

Page 241: ...nsion are automatically selected as the greeting to play whenever your mailbox is accessed Begin with entering your mailbox NOTE To enter your mailbox you will need to know E The telephone number to access Stratagy n Your User ID number n Your security code P ease contact your System Administrator if you do not have this information Once you dial into Stratagy the system answers with your standard...

Page 242: ...ou may change your security code as often as you wish to ensure the privacy of your messages and personal greetings Even if you are not asked to change your security code you should change it from the pre assigned security code and as often as requested by your System Administrator El CHANGE YOUR OPTIONS m Change your DO NOT DISTURB ON OFF q Change your CALL SCREENING ON OFF m Change your SECURITY...

Page 243: ...r new security code is confirmed after it is entered a second time After the second entry of your security code Stratagy will announce that your security code has been changed RECORD YOUR NAME AND EXTENSION Your name and extension are announced whenever the information directory is accessed the system greeting is selected and when a message is sent by another Stratagy user When you first enter you...

Page 244: ... can also select a system greeting or personal greeting to be played whenever your mailbox is accessed See Chapter 3 of this guide for instructions on selecting creating greetings To Exit Your Mailbox 1 Press 9 9 9 to return to the Main Menu 2 Press the to hang up or press 0 to exit the user mode EXIT YOUR MAILBOX Always exit your mailbox before you hang up Pressing 999 will always return you to t...

Page 245: ... how many total new messages and how many new messages there are for your User ID number mailbox number If there are new messages you will hear these after saved messages as all messages are played in first in first out FIFO order This order may be reversed by continually pressing 4 New messages may be heard first by pressing 7 5 Note Stratagy does not play prompts that don t apply For instance if...

Page 246: ...t out FIFO order unless a message is stamped Urgent The urgent messages are always played first After the message is played the urgent stamp is removed In addition messages may be stamped private The same options such as saving and deleting apply to a private message however a private message may not be forwarded The private stamp is never removed 2 REPLAY the current Stratagy repeats the message ...

Page 247: ...ptions which are detailed later in this Chapter See Forward a Message 6 REPLY to the See Reply to the Current Message later in this chapter for details on this current message feature AVAILABLE CONTROLS WHILE PLAYING MESSAGES While Playing a Message you can enter the following q TURN UP volume q TURN DOWN volume El BACKUP El GO FORWARD Volume Each time 8 or 0 is pressed the volume is adjusted one ...

Page 248: ...ds a fax message to a fax machine for retrieval Contact your System Administrator to verify that you have this option Use this to undelete a message For instance if you accidently deleted a message by pressing 3 during the current session just press 73 to undelete and the message will be saved IMPORTANT NOTE Once you exit from the Play Messages menu pressing 9 messages may riot be undeleted You wi...

Page 249: ...EW MESSAGE PREFIX REPLY q RECDRD your message prefix or reply q when FINISHED q REVIEW q RE RECORD 11 APPEND recording q CANCEL recording q set URGENT status ON OFF q set PRIVATE status ON OFF q set message DELIVERY TIME G q SAVE recording q RETURN to previous menu 1 x _ A MESSAGE DELIVERY TIME SEND I FORWARD I REPLY MESSAGE q SEND the message or reply 0 gou q SEND the message or reply with verifi...

Page 250: ... prompts for the destination list number Enter the number Stratagy repeats the number for verification then prompts for any additional destinations To finish press the key To create a destination distribution list see Chapter 5 Manage Your Distribution Lists RECORD YOUR MESSAGE Record your message after the tone When the message is complete press ttie key to finish After recording your message you...

Page 251: ... Messages set for Future Delivery cannot be retrieved Once the message has been sent you cannot stop the delivery of this message Stratagy plays the message delivery time and date and returns you to the previous menu SEND MESSAGE After you send a message you can forward the message to another user select another destination or press 9 to return to the Main Menu Stratagy tells you that your message...

Page 252: ...D your message prefix or reply q when F N SHED q SPECIAL FUNCTIONS I PAUSE Pause 30 sets ON OFF or select q REVIEW q Immediate FAX retrieve from fax machine q RE RECORD q Send FAX for retrieval to fax machine m APPEND recording q UNDELETE message q CANCEL recording q Message DATE and TIME q set URGENT status ON OFF q SKIP to next new message q set PRIVATE status ON OFF q CONTINUOUS DELETE q set me...

Page 253: ...umber Enter the number Stratagy repeats the number for verification then prompts for any additional destinations To finish press the key To create a destination distribution list see Chapter 5 Manage Your Distribution Lists RECORD YOUR MESSAGE Record your message after the tone When the message is complete press the key to finish After recording your message you can send the message with or withou...

Page 254: ...the YEAR 2 digits 9 RETURN to previous menu 4 Forward the message 3 Forward your message or 5 Forward your message with verification Stratagy plays the message delivery time and date and returns you to the previous menu After you forward a message you can forward the message to another user select another destination or press 9 to return to the Main Menu Stratagy tells you that your message has be...

Page 255: ...essage is very similar to sending or forwarding a message See Figure 2 3 Forward and Reply to Messages There are two basic steps to replying to a message n Record Your Reply n Send Your Reply with or without verification When the message is playing press 6 to reply to that message RECORD YOUR REPLY Record your message after the tone When the message is complete press the key to finish After record...

Page 256: ...you can arrange for your message to be delivered at a specific time and date in the future IMPORTANT NOTE Messages set for Future Delivery cannot be retrieved Once the message has been sent you cannot stop the delivery of this message After you reply to a message or press 9 to return Stratagy tells you that your message has been sent Stratagy tells you that your message has been sent If you select...

Page 257: ...pter will discuss the three basic greeting controls shown in Figure 3 l n Selecting and Creating Personal Greetings n Selecting the System Greeting n Reviewing the Current Greeting From the EWBII q CHANGE YOUR GREETING SELECT WHICH GREETING TOCREATEICHANGE q EIEIDIIE OrEIfora Personal Greeting or q to select the System Greeting q REVIEW selected greeting q RECORD new greeting pressmwhen finished q...

Page 258: ...eeting will be asociated with the number chosen For example you can record a general greeting as greeting 1 then record a greeting for holidays as greeting 2 Later you can choose which one will be played In addition to being able to record up to seven different greetings you can re record a greeting at any time The following information should be included in your Personal Greeting n Your Name n Co...

Page 259: ...es those greetings until you change or delete them You can select from your bank of greetings which one will play The system administrator can also automatically schedule your greetings to play at different times You may override their function with the following steps until the next greeting is scheduled to play The selected greeting will play until you select a different greeting Hint If you wou...

Page 260: ... Press 9 to return to the Main Menu You can review the current greeting at any time by pressing from the Change Your Greetings menu Pressing will not have any affect on the current grreeting After reviewing the current greeting you can select which greeting to create change review the current greeting or press 9 to return to the Main Menu 3 4 ...

Page 261: ... your INGS q Return to the _ ___________________ __ ___ _ _ Figure 4 1 Change Your Options Menu If you do not hear all options for this menu they may not be configured for your telephone or system Please contact your System Administrator to verify which Change Options are available to you DO NOT DISTURB When the Do Not Disturb feature is on Stratagy automatically sends all of your callers to your ...

Page 262: ...system administrator may also automatically schedule call screening to turn ON OFF at different times 3 Change your SECURITY CODE SECURITY CODE Enter your security code then press You will be prompted to enter your security code again then press For more detailed information on setting or changing your security code refer to the instructions in Chapter 1 Getting Started IMPORTANT NOTE We recommend...

Page 263: ...plays after the recorded greeting The system prompts you to record at the beep Press the key to finish The greeting is canceled The system prompts with a list of options Stratagy tells you that the custom busy greeting has been recorded You may repeat the above steps as many times as you wish RECORD YOUR NAME EXTENSION This information is used for Directory Information prefix to the system greetin...

Page 264: ... groups of User IDS q q q q q q or q to select a list q REVIEW your current list q ADD a User ID to the list q DELETE a User ID from the list q RECORD a list comment Figure 5 1 Manage Your Lists Menu Manage Your Lists 1 From the Main Menu press q MANAGE YOUR LISTS SELECT A LIST TO REVIEW OR CHANGE From the Manage Your Lists menu you can review the list contents add and delete User IDS to the list ...

Page 265: ...er ID Once you enter the User ID that name and extension plays You may add additional User IDS as needed When finished press the key Stratagy prompts Enter the User ID Finish by pressing the sign Once the User ID is entered that name and extension plays The system prompts Deleted You may identify or name the list for ease of use Stratagy prompts Enter the comment Finish by pressing the sign This c...

Page 266: ... MANAGE GUEST USER IDS q CREATE a Guest User ID q DELETE a Guest User ID m REVIEW your Guest User IDS q RETURN to the MAIM MEW Figure 5 2 Manage Guest User IDS menu Managing Guest User IDS 1 From the Main Menu press q MANAGE GUEST USER IDS 2 Select one of the following 1 CREATE a Guest User ID 2 DELETE a Guest User ID 3 REVIEW your Guest User ID 9 RETURN to the Main Menu The system prompts with a ...

Page 267: ...sers for your mailbox Then they may use Stratagy to send receive and reply to the messages with your mailbox Host ID only as a typical Stratagy user Follow the same procedures as in Chapter 1 Getting Stat ted This identifies the caller as a guest user This identifies the caller as your guest for sending messages to your mailbox Host ID Follow the same procedures as in Chapter 1 Getting Started Fol...

Page 268: ... you have a PERCEPTION l II x 8 or Strata telephone system you will need to program your telephone once for all Forward and Message Retrieval functions You will only have to program your telephone once then you can follow the appropriate steps for using Call Forward and Message Retrieval Please note that if you have a PERCEPTION 4000 telephone system you do not have to preprogram any of the keys t...

Page 269: ...re access code listen for success tone and then hang up The Call Forward LED will go off or you will hear success tone indicating that Call Forward registration has been canceled n Message Retrieval with PERCEPTION 4000 Telephones PERCEPTION 4000 digital telephones HDT201 OS and HDT2020SD provide message notification via the fixed MESSAGE key The HDT2020SD provides an additional form of message no...

Page 270: ...PERCEPTION l lI e ex Telephones The LED will flash or you will hear recall dial tone If an access code was dialed listen for recall dial tone See your System Administrator for the correct internal access number This is usually a hunt group pilot number The Call Forward LED will light steady and calls will be forwarded to your mailbox Display telephones show that Call Forward has been registered Th...

Page 271: ...our messages If you do not want to store your security code here skip this step 6 Press the MSG key The MSG LED will light steady if it was already ON If it was OFF the MSG LED will remain OFF The MSG key is programmed for one touch message retrieval To Retrieve voice mail messages from Stratagy 1 Access an idle line NOTE Pressing the MSG key without first accessing an idle line will Wear the prev...

Page 272: ...how DATA PROGRAMMED 6 Press the Spkr button Resets your telephone to the idle condition W Call Forward with Strata DK 24 56 96 8 16 and 280 Telephones To direct forwarded calls to your mailbox and to ensure that callers receive your personal greeting additional internal access digits must be programmed once from your telephone These digits are called voice mail code Once programmed this code will ...

Page 273: ...e is dialed Display telephones will show CALL FORWARD TO CALL FORWARD ACCESS CODES Strata DK 24 56 96 and 8 l 6 Strata DK280 Call Forward All Calls 601 601 Call Forward Busy 602 602 Call Forward No Answer Note 1 603 603 Call Forward Busy No Answer Note 2 604 604 2 Dial the Stratagy system number NOTES 1 To complete Call Forwarding the flexible NO ANSWER timer must be set for codes 603 and 604 Pres...

Page 274: ... 5 6 For Strata DK280 press 6 5 6 3 Press the Redial button The Call Forward LED will turn off or you will hear confirmation tone Call Forward registration will be canceled Display telephones will show CALL FORWARD TO Dialing 6 0 1 or 6 0 1 for Strata DK280 and no station number will cancel any Call Forward type You will hear intercom dial tone You will hear confirmation tone Display telephones sh...

Page 275: ... your security code allows you to bypass entering your security code every time you access your mailbox however this will also allow anyone to retrieve your messages from your phone Skip this step if you do not want to store your security code Press the Redial button Press the Spkr button To Retrieve Messages with the Msg button When the MESSAGE LED flashes 1 For Strata DK280 press the Msg button ...

Page 276: ...lephones Display telephones will show the sign when the RDL key is pressed and the sign when the REP key is pressed NOTE In order for the key to function properly while using the Stratagy system with a Toshiba Stratagy voice processing system the Speed Dial REP SDS key and the Redial RDL key must be provided on your Toshiba proprietary telephone This is the Stratagy system identification code when...

Page 277: ...elephone User Guide for more information 2 XX STRATA Station Number The Call Forward LED will flash Call Forward registration is canceled The Call Forward message will be cleared from the display area of display telephones NOTE STRATA products supporf an All Calls cancellation condition only Refer to the STRATA Release 2 User Guide for more detailed information Display telephones will show the sig...

Page 278: ...s code does not forward calls to the Stratagy system Display telephones will show 57 I D CODE SET NOTE In order for the key to function properly while using the Stratagy system with a Toshiba STRATA system the Speed Dial REFj SDS key and the Reciial RDL key must be provided on your Toshiba proprietary telephone MPORTANT NOTE Storing your security code here allows you to bypass entering your securi...