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The information in this document is subject to change without notice. The statements, configurations, technical data, and
recommendations in this document are believed to be accurate and reliable, but are presented without express or implied warranty.
Users must take full responsibility for their applications of any products specified in this document. The information in this
document is propriet ary to Nortel Networks NA Inc.
Trademarks
NORTEL NETWORKS is a trademark of Nortel Networks.
Microsoft, MS, MS -DOS, Windows, and Windows NT are registered trademarks of Microsoft Cor poration.
All other trademarks and registered trademarks are the property of their respective owners.
Business Communications Manager 3.0 Attenda nt Console is an application that provides
centralized call management and call activity reporting to a business. It runs on one or more
Pentium
With Attendant Console, a te le phone attendant uses a grap hical user interface . You can customize
the way Attendant Console is set up to best suit your company’s call management requirements.
The attendant uses the interface to:
•originate calls
•answer and manage multiple calls
•view a company’s name before answering a call
•record, add and change caller information for future use
•quickly access information about a caller
•transfer calls to employees or their voice message mailbox
•send the caller’s name to the employee’s telephone display
•park calls and page employees
•view information in a Directory about your company’s employees such as their extension
•create and print reports showing how incoming calls are handled
•view the status of extensions in the company’s Business Communications Manager base unit
®
class personal computers.
number, person status and telephone status
5
For information about using these features, refer to the Business Communications Manager 3.0
Attendant Console User Guide.
About this guide
This guide tells a System Administrator how to install and set up Attendant Console for use in
your company.
The instructions in this guide are designed for experienced computer users who are familiar with
client/server software installations, Business Communications Manager 3.0 technology and Local
Area Network (LAN) technology.
Attendant Console Set Up and Operation Guide
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6 Chapter 1 About Attendant Console
Related documents
For more information about using Attendant Console, refer to:
•Attendant Console User Guide
•Programming Operations Guide
•Software Keycode Installation Guide
How to get help
USA and Canada
Authorized Distributors - Technical Support
Telephone:
1-800-4NORTEL (1-800-466-7835)
If you already have a PIN Code, you can enter Express Routing Code (ERC) 196#.
If you do not yet have a PIN Code, or for general questions and first line support, you can enter
ERC 338#.
Website:
http://www.nortelnetworks.com/support
email:
naitas@nortelnetworks.com
Presales Support (CSAN)
Telephone:
1-800-4NORTEL (1-800-466-7835)
Use Express Routing Code (ERC) 1063#
EMEA (Europe, Middle East, Africa)
Technical Support
Telephone:
00800 800 89009
Fax:
44-191-555-7980
email:
emeahelp@nortelnetworks.com
CALA (Caribbean & Latin America)
Technical Support
Telephone:
1-954-858-7777
email:
csrmgmt@nortelnetworks.com
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APAC (Asia Pacific)
Technical Support
Telephone:
+61 388664627
Fax:
+61 388664644
email:
asia_support@nortelnetworks.com
Chapter 1 About Attendant Console 7
Attendant Console Set Up and Operation Guide
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Chapter 2
Preparing for installation
Before you install Attendant Console:
•Read “How Attendant Console works” on page 9.
•Read “Setting up an Attendant Console network” on page 10.
•Review the requirements in “Requirements for Attendant Console” on page 11.
•Make sure your Business Communications Manager 3.0 telephone system is installed and
functioning correctly. Refer to “Getting ready to install Attendant Console” on page 13.
How Attendant Console works
Attendant Console is a client/server software system that has three components:
•Server component
•Client component
•Reports component
9
Server component
The Server component supports the Client component running on computers connected through a
Transmission Control Protocol/Internet Protocol (TCP/IP) based LAN.
The Server componen t also uses this int er fa ce to request Busin ess Communications Manager ba se
unit call processing features.
The Server component communicates with the Client components using TCP/IP to pass
information about call arrival, telephone status and the database to the Client components as
required. The Server component also handles Client component requests for Business
Communications Manager base unit operations.
The Server component maintains and collects call-processing information in a database. The
Server component uses the information in the database for call handling. The Server component
also maintains call detail information for reporting purposes.
Client component
The Client component controls the Attendant Console graphical user interface. The Client
component communicates with the Server component using TCP/IP to perform call handling on
the Business Communications Manager base unit telephone and to access and manage the
database.
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The Client component enhances the telephone attendant’s productivity and responsiveness by
displaying:
•incoming call information
•telephone status
•directory information
•call disposition reque sts
Note: The Client component must be installed on all attendants’ computers.
Reports component
With the Reports component you can view and print the information in the call processing
database that is maintained by the Server component. The Reports component is installed
automatically with the Client component. The Reports component accesses the database using
TCP/IP.
Install the Reports component on the same computer as the Client component.
Setting up an Attendant Console network
You can set up an Attendant Console syst em as a networked model. In a networked model, on e or
more attendants manage the calls for a company with their computers connected through a
network to the Server component.To set up more th an one attendant to manage a company’s calls,
you can connect the Server component to additional computers through a LAN. The Client
component can be installed on LAN-attached computers. A Client component license is required
for each additional copy of the Client component.
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Chapter 2 Preparing for installation 11
Requirements for Attendant Console
Before you install Attendant Console, check that your equipment meets:
•Business Communications Manager 3.0 telephone system requirements
•Requirements for installing the Client component on a computer
Business Communications Manager 3.0 telephone system
requirements
Attendant Console operates with the Business Communications Manager base unit. The Business
Communications Manager base unit must be equipped with trunk modules capable of receiving
Caller ID information . You must als o subs cr ibe to Caller ID through the local tel epho ne company.
Make sure that each attendant has a two line display telephone and a headset.
The Attendant Console Client component can monitor these telephones:
•two line display
•one line display
•2500 - type (industry standard)
•Companion Wireless
Attendant Console supports Visual Call Announcing and Control on two line display telephones.
Requirements for installing the Client component on a computer
Minimum hardware requirements:
•Pentium-based com puter
•32 MB of memory or more
•10 MB available disk space (total disk space required for either the stand-alone model or
networked model.)
Note: Additional disk space may be required for the database. The required size of the
database depends on the call volume and the frequency of call record deletion.
•Local Area Network c onnection for client software insta l lation
•SVGA monitor with a minimum resolution of 800 x 600 and .28 dot pitch or smaller
•keyboard and mouse supported by Windows
•printer supported by Windows (optional, for report printing)
•PCI - bus Network Interface Adapter, 10/100 MB Ethernet
Note: Excludes NE2000-Class cards.
Software requirements:
•Windows versions 95, 98, NT 4.0, ME, XP or 2000
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Chapter 3
Getting ready to install Attendant Console
This section contains:
•“Windows networking for an attendant” on page 13
•“Checking the network components” on page 14
•“Windows networking for reports” on page 15
•“Enabling database sharing” on page 15
•“Networked operations” on page 16
Before you install Attendant Console:
•ensure the LAN is installed and functioning properly. Consult your network administrator for
assistance if necessary.
•Attendant Console uses TCP/IP to communicate between the Server and the Client
components. Make sure that TCP/IP is installed on every computer that runs Attendant
Console. Follow the steps in “Windows networking for an attendant” on page 13.
13
Windows networking for an attendant
Attendant Console uses TCP/IP to communicat e bet w een the Busi nes s Communica ti ons Manager
3.0 and the Client component. You must have Windows Networking installed on all Attendant
Console computers.
The Attendant Console ins tallati on process does not in stall Wind ows Networking . For instr uctions
on how to install Windows Networking, refer to your network or Windows documentation.
Note: If your company has a network administrator, check with your administrator
before you change any network configuration parameters.
To check the Windows setup before you install the Client component
1Start Windows on the attendant computer.
2On the Windows taskbar, click Start, point to Settings and then click Control Panel.
3Double-click the Network icon.
The Network window opens with the Configuration tab displayed.
4Check that TCP/IP is on the l ist of insta lled n etwork c omponent s. If not , clic k the Add butt on
to install TCP/IP using the Windows installation procedures.
5Double-click TCP/IP.
For attendant computers, check with your network administrator that the IP Address option is
consistent with other computers on the network. Usually the Obtain an IP address
automatically option is selected.
6Install any components that are not present from the Windows installation package or consult
your network administrat or for assist ance. Af ter you mak e sure th ese it ems are in stall ed, close
the windows.
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Checking the network components
Before you install Bus iness Communicati ons Manager 3.0 servic e over the n etwork, check that the
required network components are installed on the attendant computer.
Note: If your company has a network administrator, check with your administrator
before you change any network configuration parameters.
To check for required network components on the attendant computer
1Start Windows on the computer.
2On the Windows taskbar, click Start, point to Settings and then click Control Panel.
The Control Panel window appears.
3Double-click the Network icon.
The Network window opens with the Configuration tab displayed.
4Click the File and Print Sharing button.
The File and Print Sharing dialog box appears.
5Select both the options in the File and Print Sharing dialog box.
6Click the OK button.
The File and Print Sharing dialog box closes.
7Click the OK button on the Network window.
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Chapter 3 Getting ready to install Attendant Console 15
Windows networking for reports
When Attendant Console processes incoming calls, it stores information about each call in a
database on the Business Communications Manager 3.0. The Reports component uses this
database to prepare call reports. If the Reports component is executed on a computer, you must
first locate the server database from the computer running the reports. Re fer to “Configuring the
Reports component” on page 45.
To support operation of t he Repor ts co mponent o n a network ed att endant computer , chec k that the
File and Print Sharing component is present and enabled. For more information see “Checking the
network components” on page 14.
To allow Attendant Console users to access the database, you must enable database sharing. For
more information see “Enabling database sharing” on page 15.
Enabling database sharing
1Point your web browser to the URL
http://<IP address>:6800
where <IP address> is the IP address of Business Communications Manager 3.0.
The Business Communications Manager 3.0 Unified Manager screen appears.
2Click the Configure button.
The Login screen appears.
3In the User ID box, type the system administrator user ID.
The default user ID is supervisor.
4In the Password box, type the system administrator password.
The default password is visor.
5Click the Login button.
The Business Communications Manager screen appears.
6Click the Diagnostics heading.
7On the Tools menu, click Telnet.
8At the login prompt, enter the system administrator user ID and press Enter.
9At the password prompt, enter the system administrator password and press Enter.
10 Press 7.
11 Type the following command:
net share console="D:\data files\Nortel networks\attendant console\
consoleservicedb"
12 Press Enter.
13 Type
Exit and press Enter.
14 Press X.
15 Click the BCM heading.
16 On the Logoff menu, click Logoff.
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Networked operations
Before you install Attendant Console, set up the telephone system so that calls arrive at the
appropriate extensions. You can set up Attendant Console in a variety of network situations. The
following are two examples of networked operations:
All incoming calls go to two or more attendants
Two or more telephones are set up so that incoming calls appear on the telephones at the same
time. The first a tt end ant t o answer an incoming cal l c onne cts to the caller. As s oon as an attendant
answers the call, the other attendants’ telephones stop ringing.
The first step is to set up the attendant telephones. Install the Client component on each of the
Attendant computers and set them up as main attendants. Each incoming call appears on the
Attendant window of each Att endant computer . The fir st atten dant to answe r a call con nec ts to t he
caller. The answered incoming call disappears from the other attendant’s windows.
Incoming calls are divided between two or more attendants
The Business Communications Manager base unit incoming trunks are divided between two or
more telephones. Each attendant extension is programmed so that a portion of the incoming calls
appear at the tele phone. With two at tenda nts, for exa mple, hal f the exten sions ring at one atte ndant
telephone (Attendant A) and the other extensions ring at the other attendant telephone (Attendant
B).
After you set up the telephones, you can install Attendant Console. As in the previous example,
you must set up the Clie nt compone nt as a main at tendant o n each o f the Attenda nt computer s. The
only difference is that in this example the overflow feature must be set at each Attendant
computer. This means A’s extension must be set to overflow to B’s and B’s must be set to
overflow to A’s.
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Chapter 4
Installing Attendant Console
Before you install Attendant Console:
•Ensure you have all the contents of the Attendant Console package.
•Ensure all telephone system, computer and network requirements are met.
Refer to Chapter 3, “Getting ready to install Attendant Console,” on page 13.
You are now ready to install the Client component.
Installing the Client component
Install the Attendant Console Client on the attendant computers.
To install Attendant Console
1On the attendant’s computer, close any open Windows applications.
2Point the web browser to the URL http://<IP address>:6800
where <IP address> is the IP address of Business Communications Manager 3.0.
The Business Communications Manager 3.0 Unified Manager screen appears.
17
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3Click the Install Clients button.
The Download Desktop Applications screen appears.
4In the left frame, click the Attendant Console link.
The Attendant Consol e screen appears.
5Click the Download Attendant Console package for the web button.
The Save As dialog box appears.
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Chapter 4 Installing Attendant Console 19
6Choose a location to save the file to and click the Save button.
Attendant Console downloads to the subscriber’s computer.
7After Attendant Console downloads to the subscriber’s computer, double-click the Attendant
Console.exe file.
The Attendant Console Installation dialog box appears.
8Select the language you want to use from the list box.
9Click the OK button.
The Welcome to Attendant Console Client Setup dialog box appears.
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10 Click the Next button.
The License Agreement dialog box appears.
11 Read the License Agreement. If you accept the agreement, click the Yes button.
The Choose Destination Location dialog box appears.
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Chapter 4 Installing Attendant Console 21
12 Click the Next butt on to accept the defaul t locati on. To chan ge the dire ctory loca tion, click t he
Browse button, choose another directory location and then click the Next button.
The Select Program Folder dialog box appears.
13 Click the Next button to accept th e default Program Fold er name: Nort el Network s. To chang e
the folder name, click the name you chose in the Existing Folders list box or type a different
name in the Program Folders box.
14 Click the Next button.
As installation proceeds, messages appear that indicate the progress of the installation.
When all the components are installed, the Setup Complete dialog box appears with “Yes, I
want to restart my computer now” selected.
15 Click the Finish button.
The computer restarts.
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Chapter 5
Configuring Attendant Console
After you install Attendant Console, you must configure its components. Configuring Attendant
Console has three steps:
1Starting Attendant Cons ole by enabl ing the sof tware aut horization c ode for Atte ndant Consol e
and starting Attendant Conso le ser vi ce.
2“Configuring the Server component” on page 27
3“Setting Logging options” on page 28
4“Configuring Attendants” on page 31
5“Starting the Reports component” on page 44
Starting Attendant Console
To start Attendant Console from Unified Manager
23
1Point your web browser to the URL
http://<IP address>:6800
where <IP address> is the IP address of Business Communications Manager 3.0.
The Business Communications Manager 3.0 Unified Manager screen appears.
2Click the Configure button.
The Login screen appears.
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3In the User ID box type the supervisor user ID. The default user ID is supervisor.
4In the Password box type the password. The default password is visor.
5Click the Login button.
The Business Communications Manager screen appears.
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6Click Services key.
7Click the Console Service heading.
Chapter 5 Configuring Attendant Console 25
8From the Status list box select Start.
9Wait a few moments, then on the View menu click Refresh.
Wait for the status to change to Starting.
10 On the View menu click Refresh.
Wait for the status to change Running. T his can take several minutes.
After the status changes to Running, you can select these options at any time:
•Enable Auto: automatically restarts Attendant Console service after a Business
Communications Manager reboot.
•Enable Manual: after a Business Communications Manager reboot you have to start
Attendant Console manually.
•Stop: stops Attendant Console service until you manually restart it.
We recommend that you select Enable Auto to assure A t tendant Console service always
restarts after a Business Communications Manager reboot.
11 Click the System key.
12 Click the Licensing heading.
The Licensing Setting screen appears.
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13 On the Configuration menu click Add a Key code.
The Applied Keycodes screen appears.
14 In the Keycode box type the software authorization code for the Attendant Console.
15 Click the Save button.
16 Do not log off. Go to “Configuring the Server component” on page 27 to configure the Se rve r
component.
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Configuring the Server component
To configure the Server component
1Click the Console Service key.
2Click the Server Configuration heading.
The Server Configuration screen appears.
Chapter 5 Configuring Attendant Console 27
3In the Voice Mail Pilot Extension box, type the extension number for CallPilot and press
Enter.
To determine the CallPilot extension number, press Feature 985 on a telephone that is
connected to the system. The CallPilot extension appears on the telephone’s display.
4Click the StationDiscovery tab.
5The default setting for Rediscover Station list on next restart is No. Do not change the
setting to Yes unless you have made significant changes to your phone system.
6Click the Business Communications Manager 3.0 heading.
The Business Communications Manager 3.0 screen appears.
7 On the Logoff menu click Logoff. You must log off at this point.
A message appears that asks you to confirm your request to log off.
8Click the Yes button.
A message appears that asks you to close the browser window after you log off.
9Click the OK button.
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Setting Logging options
Do not enable logging unless you are having problems with your system and you want to analyze
them. If you enable logging, you can examine the log for information about system problems.
To enable logging
1Point your web browser to the URL
http://<IP address>:6800
where <IP address> is the IP address of Business Communications Manager 3.0.
The Business Communications Manager 3.0 Unified Manager screen appears.
2Click the Configure button.
The Login screen appears.
3In the User ID box type the supervisor user ID. The default user ID is supervisor.
4In the Password box type the password. The default password is visor.
5Click the Login button.
The Business Communications Manager screen appears.
6Click the Services key.
7Click the Console Service key.
8Click the Diagnostic Logging heading.
The Diagnostic Logging screen appears.
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Chapter 5 Configuring Attendant Console 29
9In the Log Detail Level box type a number between 0 and 60.
This number represents the level of detail you want to log.
10 Set Log To file to Yes to save the log to a file.
11 Set Log CP events to Yes to log Computer Telephony Engine events.
12 Set Log Device events to Yes to log phone events such as off-hook, on-hook and Call
Forward.
13 Set Log Response events to Yes to log how Attendant Console interprets events on the
system.
14 Set Log Sessio n events to Yes t o log sy stem e vents other than thos e cove red by Dev ice e vents
and Response events.
15 Set Log System events to Yes to log events reported through Windows NT, such as general
protection faults that are related to Attendant Console or Windows NT.
16 Click the Business Communications Manager 3.0 heading.
The Unified Manager screen appears.
17 On the Logoff menu click Logoff.
A message appears that asks you to confirm your request to log off.
18 Click the Yes button.
A message appears that asks you to close the browser window after you log off.
19 Click the OK button.
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Chapter 6
Configuring Attendants
You must set up each computer that has the Client component installed to handle calls either as a
full-time main attenda nt, part-tim e main attend ant, backup attendant, o verflow attendant or
assistant attendant.
This section contains:
•“Setting the extension and server” on page 31
•“Starting the Client component” on page 32
•“Quitting the Client component” on page 32
•“Verifying Attendant Console installation” on page 33
•“Types of Attendant setups” on page 34
•“Full-time main attendant” on page 34
•“Part-time main attendant” on page 35
•“Backup attendant” on page 35
•“Assistant attendant” on page 37
•“Overflow attendant” on page 39
•“Setting up other Attendant features” on page 40
•“Notifying the attendant of incoming calls” on page 40
•“Automatically restoring the Attendant Console window when a call comes in” on page 41
•“Selecting extensions” on page 42
•“Setting Transfer options for CallPilot and linking” on page 43
•“Starting the Reports component” on page 44
•“Quitting the Reports component” on page 44
•“Configuring the Reports component” on page 45
31
Setting the extension and server
1On the Windows taskbar, click Start, point to Programs, point to Nortel Networks, point to
Attendant Console Client and click Attendant.
The Client component starts. The Enter Attendant Options dialog box appears the first time
you start the Client component after installation.
2In the Attendant Extension box type the extension number for the Attendant telephone. This
number is not the Call Pilot voi ce mail ex tensi on number. It is the ext ension num ber call ers use
when they dial the Attendant telephone.
3In the server ID box, type the server ID (the IP address, for example 10.10.10), or the DNS
name of the server you want to use (for example, msp_cgy_doc).
4Click the OK button.
The Tip of the Day dialog box appears over the Attendant Console window.
5Click the Close button to close the Tip of the Day window.
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Starting the Client component
1On the Windows taskbar, click Start, point to Programs, point to Nortel Networks, point to
Attendant Console Client and click Attendant.
The Client component starts.
Quitting the Client component
You can quit the Client component whether the Attendant Console window is visible or
minimized.
To quit the Client component if the window is visible
1On the File menu click Exit
or
click the Close button on the Attendant Console window.
To quit the Client component if the Attendant Console window is minimized
1Right-click the Client component button on the taskbar.
2Click the Close button.
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Chapter 6 Configuring Attendants 33
Verifying Attendant Console installation
You must verify Attendant Console installation after installation and setup.
To verify that the installation is successful
1On the computer that has the Cli ent component ins talled, clic k the Attendant tas kbar button to
maximize the window. If the Client component is not running, start the component.
To verify the Client component
1On the Windows taskbar, click Start, point to Programs, point to Nortel Networks, point to
Attendant Console Client and then click Attendant.
2Press one of the intercom buttons on the attendant telephone and check that the telephone
status icon of the attendant’s extension in the Full tab of the Attendant’s Directory shows that
the telephone is off-hook.
3In the Directory list, click the Full tab and click t he extensio n icon of a t elephone loc ated near
the Attendant’s telephone. Check that the Target box contains the Directory information for
that extension.
4Click the Call button. Check that the Attendant extension icon indicates Off-hook, the first
Loop button indicates Active, and the Target extension is audibly ringing. Click the Release
button to end the call.
5Go to another telephone and obtain an outside line by pressing an external line button or
pressing an intercom button and entering the line pool access code.
6Simulate an incoming call by dialing the main outside telephone number of the Business
Communications Manager base unit. On the Attendant window, check that a Loop button
indicates Ringing and that the Caller ID is shown next to the Loop button.
7Click the Loop button. Check that the button changes from Ringing to Active and that the
attendant’s extension is connected to the originating telephone. Check that the Caller
Information opti on has Call er ID info rmatio n. If Busin ess Communic ations Mana ger ba se unit
Caller ID hardware is not installed or if you do not subscribe to Caller ID services, the Caller
ID Information boxes are empty.
8In the Name box in the Caller Information option, select or type a name if none is present.
9Click another extension in the Directory list and click the Transfer button.
10 Check that the incoming call leaves the attendant’s extension and the selected extension
produces an audible announcement tone. Also check that the name entered in the Name box
appears on the first line of the telephone display and display buttons on the second line.
11 Press the Talk display button on the called extension and check that a voice connection is
made to the originating telephone.
The Server component and the Client component installations are now verified. If any of the steps
do not occur properly, refer to “Troubleshooting the Server component” on page 49 or
“Troubleshooting Client component installation” on page 53 to check for installation errors.
If you are installing a networked model, you also need to check the Client component installation
on all of the Attendant computers.
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Types of Attendant setups
You must configure each computer that has the Client component installed to handle calls as a:
•“Full-time main attendant” on page 34
•“Part-time main attendant” on page 35
•“Backup attendant” on page 35
•“Assistant attendant” on page 37
•“Overflow attendant” on page 39
Full-time main attendant
The full-time main attendant is a telephone operator configuration where the Attendant Console
window is always visible. You can define a number of full-time attendants. Every Client
component must have the server ID and Attendant extension options configured for the Client
component to function. The server ID tells the Client component where the Server component is
located. The Attendant ex tension settin g tells the Clie nt component which tel ephone belongs to the
attendant.
After you define the settings, incoming calls to the attendant’s telephone appear as a yellow
Ringing Loop button on the Attendant window. If the attendant’s telephone is programmed to
receive all i ncoming calls for the company as the main attendant, the Attendant Console Client
component also displays the calls.
To receive and make telephone calls, the Client component requires a telephone extension
associated with this component. The extension must be a valid extension on the Business
Communications Manager system and must be the telephone at the attendant’s desk.
To set or change the attendant’s extension
1On the Tools menu click Options.
The Options dialog box appears with the Options tab displayed.
2At the Attendant option, in the My Extensi on box, type the extension number of the
attendant’s telephone .
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Chapter 6 Configuring Attendants 35
Part-time main attendant
The part-time main attendant is an attendant who can answer incoming calls while they perform
other functions on the computer, such as word processing.
The difference between the full-time main attendant setup and the part-time main attendant setup
is that part-time has addit ional Attendant options for notif ication of incomi ng calls when the Client
component is minimize d. For more inf ormation r efer to “Full-time main attendant” on page 34 and
“Setting up other Attendant features” on page 40.
Backup attendant
A backup attendant is an attendant who receives calls that are redirected from another attendant
position. The backup attendant can also operate as a main attendant, an assistant attendant, or any
combination of the attendant types.
Each Attendant compute r that is set up t o receive incoming calls must be set up to redir ect the ca lls
to the back up Attendan t computer.
Note: Calls can be redirected to another attendant or any Business Communications
Manager 3.0 extension number.
To set up the backup attendant
1On the Tools menu click Options.
The Options dialog box appears.
2At the Redirect calls to option, in the Extension box, type the backup attendant’s extension
number.
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3Select the I am out check box t o route c alls to t he backup a ttendant when the main attendant is
out.
4Click the OK button.
5When the main attendant is unavailable, they can route calls to the backup attendant by
clicking the Out button on the Attendant window.
If the attendant needs to leave their position, they activate the backup attendant position by
clicking the Out button on the Attendant Console window. This diverts calls to the backup
position.
After the at tendant click s the Out but ton, they can complete the calls that are in progress on the
Attendant Console window. New calls appear at the position, but also appear at the backup
position. Although the attendant is out, the Client component can process calls, if required.
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Chapter 6 Configuring Attendants 37
Assistant attendant
An assistant attend ant provi des call coverage f or one or more extens ions in t he system. T his mean s
that you can set up the attendant so that it monitors all incoming calls to selected extensions. Since
the assistant typically uses a computer for other work, Attendant Console alerts the assistant
without requiring that the Attendant window is always visible on the system.
To set up an assistant attendant
1On the Tools menu click Options.
The Options dialog box appears.
2Select the Assigned extension rings option.
The Call Notificati on d ialog box app ears t o inf orm the ass ista nt tha t the re is an out side call for
an Assigned extension.
3Click the OK button.
Use the Assigned feature when an employee wants an assistant attendant, such as an
administr ative assistant, to answer the emplo yee’s calls.
Note: Only external calls appear on the assistant atte nda nt’ s wi ndow. Internal calls fr om
an extension to an assigned extension do not appear on the assistant attendant’s window.
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To add or remove an assistant attendant’s assigned extensions
1On the Tools menu click Options.
The Options dialog box appears.
2Click the Assigned tab on the Options dialog box.
•To add an extension, click the extension you want in the All extensions list and click
to copy it to the Assigned e xtensions lis t.
•To remove an extension from the Assigned extensions list, click the extension number in
the Assigned extensions box and click
3Click the OK button.
You can view assigned extensions at any time by clicking the Assigned tab in the Directory
options of the Attendant Console window.
<<.
>>
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Chapter 6 Configuring Attendants 39
Overflow attendant
An overflow attendant receives calls that are redirected from another attendant position. For
example, if a main attendant is already handling six incoming calls, the next call is redirected to
the overflow attendant until one of the main attendant’s six Loop buttons is free.
If the overflow condition (all Loop buttons in use) occurs on the Attendant position, the Loop
overflow indicator appears in the Attendant status bar and the overflow call is diverted to the
specified overflow extension. The overflow attendant can also operate as a main attendant, an
assistant attendant or any combination of the attendant types.
If you set up an attendant computer as the overflow attendant, each attendant computer that is set
up to receive incoming calls must be set up to redirect calls to the overflow attendant computer
whenever overflow conditions exist. You need to activate the overflow feature at each attendant
computer.
Note: Calls can be redirected to another attendant or any Business Communications
Manager 3.0 telephone extension number.
To define the overflow extension
1On the Tools menu click Options.
The Options dialog box appears.
2At the Redirect calls to option, in the Extension box, type the overflow attendan t’s extens ion
number.
3Select Call overflow occurs to redirect calls when all of the main attendant’s Loop buttons are
busy with calls.
4Click the OK button.
Note: Overflow extension numbers are valid only after the extension numbers are
assigned as assistant attendants. See “Assistant attendant” on page 37.
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Setting up other Attendant features
You can assign Attenda nt features for the different types of attendants:
•“Notifying the attendant of incoming calls” on page 40
•“Automatically restoring the Attendant Console window when a call comes in” on page 41
•“Selecting extensions” on page 42
•“Setting Transfer options for CallPilot and linking” on page 43
Notifying the attendant of incoming calls
There are two ways an attendant can be notified of incoming calls:
•by a Call Notification dialog box. The attendant can answer the call by clicking the Take
button on the dialog box, or ignore the call and let another attendant answer it.
•by a Ringing Loop button. If the window is not minimized, the Call Notification dialog box
does not appear. The attendant is notified of an incoming call by a Ringing Loop button.
To activate call notification
1On the Tools menu click Options.
The Options dialog box appears with the Options tab displayed.
2At the Pop “Call Notification” dialog box when option, select either:
•Assigned extension rings: the attendant is notified of calls to the assigned extensions
•My extension rings: the attendant is notified when their extens ion has an incoming call.
3Click the OK button.
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or
If you do not select either check box, the attendant is not notified of calls when the
window is minimized.
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Chapter 6 Configuring Attendants 41
Automatically restoring the Attendant Console window when a call
comes in
The Attendant Console window is normally minimized or under another window in a part-time
attendant environment. The attendant can restore the Attendant Console window by clicking the
Attendant Console button in the Windows taskbar. A quicker method is to set the Attendant
Console window to restore automatically.
The Client component can automatically restore the Attendant Console window when the
attendant’s extens ion goes o ff-hook ( “active ”). Thi s ensures the attend ant can ac cess the Attend ant
Console window without having to manually restore it.
To set the Attendant Console window to restore automatically
1On the Tools menu click Options.
The Options dialog box appears.
2In the Restore minimized Attendant screen when option, select the Call answered on
Attendant extension check box.
3Click the OK button.
The Attendant Console window is restored when the attendant uses the extension to make or
answer a call.
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Selecting extensions
The attendant can use the Selected tab to select extensions from the directory. This is useful if the
attendant wants to direct their incoming calls to a limited number of extensions.
To display the extensions in the Directory list
1On the Tools menu click Options.
The Options dialog box appears.
2On the Options dialog box click the Selected tab.
T o add an ex ten sion, cl ick the ex tensi on you want in th e All extensions list and then click
to copy it to th e Selected extensions li st .
To remove an extension from the Selected extensions list, click the extension number in the Selected extensions list and click
3Click the OK button to return to the Attendant Console window.
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<<.
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Chapter 6 Configuring Attendants 43
Setting Transfer options for CallPilot and linking
If your Business Communicatio ns Manager base unit is not con nected to a Cent rex switch or is not
connected to CallPilot, you can disable the Link Transfer and VM Transfer buttons on the
Attendant window.
To disable the Transfer Options
1On the Tools menu click Options.
The Options dialog box appears.
2From the Transfer options, select the Disable VM Transfer check box to disable the VM
Transfer button
or
select the Disable Link Transfer check box to disable the Link Transfer button.
If they are unavailable, the buttons appear dimmed on the Attendant window. You can re-enable
the buttons by clearing the check mark from the appropriate check box.
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Starting the Reports component
Although the Reports component is automatically installed with the Client component, you can
start it or quit it independently.
To start the Reports component
1On the Tools menu click Reports
or
on the Windows taskbar click Start, point to Programs, point to Nortel Networks, point to AttendantConsoleClient and then click Reports.
The Reports component starts in a separate window.
Quitting the Reports component
To quit the Reports component:
1On the File menu click Exit
or
click the Close button in the upper right corner of the Reports window.
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Configuring the Reports component
The first time you start the Reports component, you must locate the server database, called
consoleservice.mdb, on the Business Communications server. The Business Communications
server database is in the directory named consoleservicedb.
Note: D: represen ts the drive letter, which can vary according to the com puter.
Chapter 6 Configuring Attendants 45
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46 Chapter 6 Configuring Attendants
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Chapter 7
Upgrading Attendan t Con sole
You can add additional Attendant Console attendants.
This section contains:
•“Adding additional Attendant Console attendants” on page 47
•“Removing Attendant Console” on page 47
Adding additional Attendant Console attendants
If you find that the call traf fic is too high to be ha ndled by your curr ent numbe r of att endant s, yo ur
company can purchase additional Attendant licenses in increments of one to a maximum of five
attendants. To register the additional Attendant licenses, refer to the Business Communications Manager 3.0 Software Keycode Installation Guide.
47
Removing Attendant Console
To remove the Attendant Console Client software:
1Quit all of the Client and Reports components.
2On the Windows taskbar, click Start, point to Settings and click Control Panel.
3Double-click the Add/Remove Programs icon.
4Click Attendant Console Client.
5Click the Add/Remove button.
The files associated with Attendant Console are removed from your computer hard drive. Repeat
steps 1 through 5 on each computer that has Attendant Console installed.
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Chapter 8
Troubleshooting
This section contains solutions for problems that can occur when you install Attendant Console:
•“Troubleshootin g the Server componen t” on page 49
•“Logging Server component activity” on page 49
•“Saving the Server log file” on page 49
•“Changing the logging information displayed” on page 50
•“Server log error messages” on p age 50
•“Retcode messages” on page 52
•“Troubleshooting Client component installation” on page 53
•“Client error messa ges” on page 53
•“Logging Attendant activity” on page 55
•“Troubleshooting the Reports component” on page 55
•“Reports error messages” on page 55
•“External Errors” on page 57
49
Troubleshooting the Server component
This section contains solutions to problems that can occur when you install or run the Server
component.
If problems occur on the Server component, log the Server activity and examine the log for error
messages. For information on how to set logging options, see “Setting Logging options” on page
28.
Logging Server component activity
The Server component wind ow lets you cho ose optiona l functi ons of the Serv er component . These
functions can help diagnose Server component problems. They are:
•Saving the server log file to disk
•Changing the level of logging information displayed
For information on changing these options, see “Setting Logging options” on page 28.
Saving the Server log file
If you activ ate the Log to file command, the server log file is saved as in the server director y as a
file named ConsoleServer.log.
Note: If you save the Server log file, the ConsoleServer.log file continues to grow and
take up disk space. Make sure you turn this feature off when you are finished
troubleshooting the Server component.
For information on changing these settings, see “Setting Logging options” on page 28.
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Changing the logging information displayed
You can change the amount of the logging information that you display. For information on
changing the level of logging information, see “Setting Logging options” on page 28.
Server log error messages
Examine the list of messages on the left side of the Attendant Console server window for
information about the problem and compare the message to the list below. Check whether there is
a problem with the database.
ME_NO_STATE_MEMORYThere are too many outstanding monitor requests (the
ME_NOT_ACQUIREDCTE is not involved in a session with deviceId.
ME_PAGE_DENIEDPaging is disabled through the Business Communications
ME_PAGING_BUSYA page is already being made in the specified page Zone.
ME_QUERY_FAILEDThe request for line pool information failed.
ME_SESSION_SUSPENDEDCTE cannot execute this command while the session is
ME_TIMEOUTA system time-out occurred while querying line pool
device does not exist.
provided for the failure is not recognized by CTE.
default maximum is 4 outstanding requests).
Manager base unit Server admin for device.
suspended.
information.
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Chapter 8 Troubleshooting 53
Troubleshooting Client component installation
This section describes sol ution s to proble ms that can occur when you instal l the Clie nt component .
Socket error on Client component start
The Client component displays a Socket error message when starting the component.
Solution: TCP/IP address is not specified on a st and- al one system or TCP/IP is not ins ta ll ed i n t he
Windows operating system. Install TCP/IP and restart the Client component.
Client component verification procedure does not work
The Client component installation is complete but some of the verification procedures do not
work.
Solution: Check the Attendant Console Server window to see that the Status of Server Program
indicates Running. Check for LAN connectivity between the Business Communications Manager
base unit and the Attendant computer through the use of Network Neighborhood. Check the
Business Communications Manager base unit installation to ensure that extensions are defined
correctly.
CallPilot extension not working
The CallPilot extension cannot be dialed from the Attendant window.
Solution: To access the CallPilot system, click the VM Transfer button and enter your mailbox
The date string which was entered could
not be processed!
An invalid date range was specified. The
“To” date must be a date which occurs later
than the “From” date. The previous valid
date has been reset.
The date or the format of the date is not valid.
This error occurs if you enter invalid data in either the To or
From date boxes.
Examples of valid date formats include:
•10/24/73 (assumes 1973)
•10/24/1973
•October 24, 1973
•24 October 1973
This error occurs if:
•The From date is set and a To date earlier than the From
date is entered.
•The To date is set and a From date later than the To date is
entered.
If this error occurs, the incorrect date is not changed. Both the
date and edit box are reset to the last valid value (which is
blank if the box has been set to blank).
The Reports component was unable to
generate the listing from the database
specified.
The animation file used to indicate that a
report is running could not be found. It
might be missing or corrupted. As a
consequence, no animation plays while the
reports are running.
The maximum number of selections
allowed in any single category is 100. Limit
your selections or cancel the selection and
choose the All option.
The report could not find the necessary
data in the specified database. Make sure
the specified database is a valid system
database:
Reports could not find the needed report
(.rpt) file. Make sure all the “.rpt” files are
installed correctly.
The report file has somehow become
corrupted. The following statement in
English is more detailed information useful
for troubleshooting.
This error occurs if the Reports component fails to create a
DAO record set from the database selected. This can be
because:
•The file is not found.
•The file cannot be locked because it is in a write protected
area.
•The file is not readable for some other reason.
This error can also result if DAO is not properly installed.
Make sure that the database selected is created by the server.
This error occurs if a user tries to use the Employee or
Customer directories after connecting to a database that is not
a Attendant Console database. The error is usually preceded
by a message from the Microsoft Jet database engine that
says: “The Microsoft Jet database engine cannot find the input
table or query ‘People’. Make sure that it exists and that its
name is spelled correctly.”
This error occurs during Reports start if the “run.avi” file is not
found in the Reports path. Check that the file is installed
correctly and is not deleted. The component runs, but the
animation does not play while generating reports.
The maximum number of selections from the Customers or
Employee categories is 100 each. Trying to click OK from a
directory dialog box with more than 100 selections causes this
error and returns the user to the directory dialog box, from
which they must reduce the number of selections.
This error occurs if a report is run, but the database selected is
not a valid Attendant Console database. The colon is followed
by a new line on which a more specific error message from the
Crystal Reports Engine is displayed. This message is usually
“Unable to connect: incorrect table location”.
This occurs when generating a report, if the appropriate “.rpt”
file is not found in the Reports directory. Either the file is
deleted, moved, not installed correctly or corrupted. When
corrupted the Crystal Engine can no longer recognize it as
a.rpt file even though the name indicates it is.
This error occurs if the needed “.rpt” file is found but does not
contain the correct parameters or information. The Extension
Directory Report (using ExtDir.rpt) does not produce this error
because it does not require any parameters.
The “statement which follows” part occurs on the next line and
is a message from the Crystal Reports Engine. The message
is most often “No Error”.
Reports could not draw the desired report
to the window. This could be caused by a
lack of windows resources or a missing
engine component. Please close other
applications that are running and try again.
Also make sure that no needed DLL's have
been deleted.
Reports could not lock the database. In
order to lock the database, the database
cannot be in a read-only location. Please
make sure that the database is not in a
read-only folder or drive and try again.
External Errors
The DAO, MSJet1, and Crystal Reports2 Dynamic Link Libraries (DLLs) sometimes post error
messages to the screen when errors occur. These error messages are always followed by one of the
above error messages.
This error occurs if, during the generation of the report, the
Crystal Reports Engine cannot complete the report and display
it. The two main causes are, in order of most common first:
1. A required DLL is missing or not installed correctly (99% of
the time).
2. Windows is low on GUI resources.
This error occurs if the database reported on is in a read-only
location on a shared drive and one of the directory buttons is
used.
1DAO and MSJet are trademarks of Microsoft Corporation.
2Crystal Reports is a trademark of Seagate Information Management Group Inc.
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Glossary
Assistant attendant
Attendant computer
Backup attendant
Caller ID
59
The assistant att endant provi des ca ll cov er age fo r one o r more ext ensio ns conne cted to the
Business Communications Manager 3.0 base unit via the LAN.
A personal computer used t o run the Attendant Console Clie nt compone nt . The At te ndant
computer must be connected to an Business Communications Manager base unit.
The backup attendant receives calls if the main attendant is not available to answer calls.
The main attendant uses th e Out butt on on the Attend ant Console wi ndow to indi cate t hey
are not available.
A service available from the telephone company that displays the caller’s telephone
number and in some cases the caller’s name on the display of a telephone. If your
company subscribes to Caller ID and has Attendant Console installed, the Attendant
Console window displays the caller’s name and telephone number.
CTE
Computer Telephony Engine.
Attendant Console
Attendant Console is a Windows-based software application that provides call
management and call activity reporting capability to a business.
LAN
Local Area Network. LAN refers to a Local Area Network that supports TCP/IP. A group
of computers connected together to access information and services in a common
environment.
Main attendant
The telephone attendant who is primarily respon sible for managing a compa ny’s incoming
calls.
Networked model
A way of configuring Attendant Console so that one or more Client components are
connected to the Business Communications Manager base unit through a LAN.
Overflow attendant
The overflow atte ndan t h andl es excess calls if the main attendant re cei ves more calls than
can be handled by an Attendant window.
Attendant Console Set Up and Operation Guide
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60 Glossary
Server ID
The TCP/IP host name of an Attendant Console computer.
Server component
Part of the Attendant Consol e soft ware. The Ser ver compon ent communi cates wi th one or
more Client components.
Service
The ability of a Windows NT machine to start a process, usually automated, when the
machine is started.
Taskbar
The area on the bottom of the des kt op that contai ns the Att endant Conso le task bar but tons.
TCP/IP
Transmission Control Proto col/I ntern et Pr otocol . The p rotoco l use d b y Atte ndant Console
to communicate between the Server component and the Client components. The industry
standard protocol for communication between computers.
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Index
61
A
Add/Remov e button 47
All extensi ons box 42
Assigned extension rings 40
Assigned tab, Directory options 38
Assistant attendant 37
Attendant
assistant 37
backup 35
features 40
incoming ca lls, notifying of 40
overflow 39
Attendant button 41
Attendant Console
about 5
adding attendants 47
choosing a model 10
compatible telephones 11
components 9
computer requirements 11
installing 17
installing the Client component 17
installing the Reports component 17
overview 5
requirements 11
setting up 23 , 31
software requirements 11
uninstalling software 47
verifying installation 33
Attendant Extension 31
Attendant option 34
Attendant, main full-time 34
Attendant, part-time main 35
B
Backup attendant 35
C
Call answered on Attendant extension 41
Call button 33
Call Notification dialog box 37, 40
Call overflow occurs 39
Caller ID 11
Caller ID Information box 33
Caller Information options 33
Client component
adding attendants 47
communication with server 9
error messages 53
installing 17
restoring Attendant Console window 41
Transfer options 43
troubleshooting installation 53
Compatible telep ho nes 11
Computer, preparing the environ ment 13
Configuring
Reports component 45
Server component 27
ConsoleServer.log 49
Control Panel window 14
D
Directory list 38
Disable Link Transfer 43
Disable VM Transfer 43
Disk space required 11
E
Error messages
Client component 53
external reports errors 57
Server component 50
Extension box 35
Extension, Attendant 31
I
Installation, preparing for 9
Installing
Attendant Console 17
Client component 17
Reports component 17
verifying 33
L
LAN 59
Link Transfer button 43
Log to file 55
Loop button 33, 34, 40
Attendant Console Set Up and Operation Guide
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62 Index
M
Main attendant, full-time 34
Memory (RAM) required 11
My Extension 34
My extension rings 40
N
Name box, Caller Information option 33
Network
checking for required components 14
requirements 13
setup for an attendant 13
Windows, fo r reports 15
Network window 13, 14
O
Options dialog box 31, 34
Selected tab 42
OUT button 36
Overflow attendant 39
P
Part-time main attendant 35
Publications, related 6
R
Related publications 6
Release button 33
Reports component
communication with server 10
configuring 45
installing 17
starting 44
troubleshooting 55
Reports window 55
Reports, Windows networking 15
Requirements