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 proprietary 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 Corporation.
All other trademarks and registered trademarks are the property of their respective owners.
Business Communications Manager Attendant Console is a centralized call management system
for Windows-based workstations that provides tools for handling multiple calls using one or more
PCs.
Before you begin
This guide is intended for Business Communications Manager system administrators. This guide
assumes that you have the following background:
•Working knowledge of the Windows operating system
•Working knowledge of telephony functions
•Experience with windowing systems or graphical user interfaces (GUIs)
Text conventions
This guide uses the following text conventions:
9
bold Courier text
italic textIndicates new terms, book titles, and variables in
bold textindicates dialog boxes, buttons and menu options
separator ( > )Shows menu paths.
Indicates command names and options and text that
you need to enter.
Example: Use the
Example: Enter
command syntax descriptions. Where a variable is two
or more words, the words are connected by an
underscore.
Example: If the command syntax is
show at <valid_route>, valid_route
variable and you substitute one value for it.
Example: Protocols > IP identifies the IP option on the
Protocols menu.
show ip
dinfo
command.
{alerts|routes}
.
is one
Attendant Console Set Up and Operation Guide
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10Preface
About the buttons on your telephone
This guide shows the Business Series Telephone buttons. Table 1 shows which buttons to use on
the different types of Nortel Networks telephones.
Table 1 Telephone buttons
Button Description
Feature
HandsfreeBottom right-hand but-
Mute
Hold
Vo l u m e C on t r ol
Release
Use the buttons as shown in the following example: Press
Chapter 1
About Attendant Console Set Up and Operation Guide
Business Communications Manager Attendant Console is an application that provides centralized
call management and call activity reporting to a business. It runs on one or more Pentium
personal computers (PCs).
With Attendant Console, a telephone attendant uses a graphical 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
number, person status and telephone status
•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
For information about using these features, refer to the Business Communications Manager Attendant Console User Guide.
About this guide
This document describes how to install and set up an Attendant Console system for use in your
company.
The instructions in this guide are designed for experienced PC users who are familiar with client/
server software installations, Business Communications Manager technology and Local Area
Network (LAN) technology.
If you encounter problems or require definitions of error messages during installation, refer to
Chapter 7, “Troubleshooting,” on page 45.
Conventions
The term LAN refers to a Local Area Network that supports TCP/IP.
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14Chapter 1 About Attendant Console Set Up and Operation Guide
Reference documents
You may need to refer to the following documentation:
•the Business Communications Manager 2.5 Programming Operations Guide and the Business Communications Manager 2.5 Installation Guide that comes with your Business
Communications Manager base unit
•the CallPilot installation and set up documentation that comes with your Business
Communications Manager product package
•the Business Communications Manager Attendant Console User Guide
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Chapter 2
Preparing for installation
Before you install Attendant Console:
15
•read the section “
•read the section “
•review the requirements in “
•make sure your Business Communications Manager telephone system is installed properly
and is functioning correctly. Refer to Chapter 3, “
•After you complete these steps, read
How Attendant Console works” on page 15.
Company model” on page 16.
Requirements for Attendant Console” on page 16.
Preparing the PC environment,” on page 19.
Chapter 4, “Installing Attendant Console,” on page
25 before you proceed.
How Attendant Console works
Attendant Console is a client/server software system consisting of three components:
•Server component
•Client component
•Reports component
Server component
The Server component supports the Client component running on PCs connected through a
Transmission Control Protocol/Internet Protocol (TCP/IP) based LAN.
The Server component also uses this interface to request Business Communications Manager base
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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16Chapter 2 Preparing for installation
The Client component enhances the telephone attendant’s productivity and responsiveness by
displaying:
•incoming call information
•telephone status
•directory information
•call disposition requests
Note: The Client component must be installed on all attendants’ PCs.
Reports component
The Reports component lets you 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.
Company model
You can set up an Attendant Console system with a networked model. In a networked model, one
or more attendants manage the calls for a company with their PCs connected through a network to
the Server component.To set up more than one attendant to manage a company’s calls, you can
connect the Server component to additional PCs through a LAN. The Client component can be
installed on LAN-attached PCs. A Client component license is required for each additional copy of
the Client component.
Requirements for Attendant Console
Install the Reports component on the same PC as the Client component.
Before you install Attendant Console, check that your equipment meets:
•telephone system requirements
•“PC system requirements for installing the Client component on a client PC”
Business Communications Manager 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 also subscribe to Caller ID through the local
telephone company.
Make sure that each attendant has a two line display telephone and a headset.
The Attendant Console Client component can monitor the following telephones:
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Chapter 2 Preparing for installation17
•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.
PC system requirements for installing the Client component on a client PC
To install the Client component on a PC, you require the following PC hardware and software:
Minimum hardware requirements:
•Pentium-based PC
•32 MB of memory or greater
•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 connection for client software installation
•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 95
®
, Windows 98® or Windows NT® 4.0 Operating System
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18Chapter 2 Preparing for installation
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Chapter 3
Preparing the PC environment
To prepare the PC environment:
•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 component and the Client
component. TCP/IP must be installed on every PC that runs Attendant Console. Follow the steps in
“Windows networking for an attendant” on page 19.
Windows networking for an attendant
Attendant Console uses TCP/IP to communicate between the Business Communications server
and the Client component. This means that you need the Windows Network component for all
Attendant Console PCs.
The Attendant Console installation process does not install the Windows Network component. For
instructions on installing the Windows Networking component, refer to your network or Windows
documentation.
19
Note: If your company has a network administrator, check with your
administrator before changing any network configuration parameters.
To check that the Windows system is correctly set up before you install the Attendant Console
Client component:
1Start Windows on the attendant PC.
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 list of installed network components. If not, click the Add button
to install TCP/IP using the Windows installation procedures.
5Double-click TCP/IP.
For attendant PCs, check with your network administrator that the IP Address option is
consistent with other PCs 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 administrator for assistance. After you make sure these items are installed, close
the windows.
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20Chapter 3 Preparing the PC environment
Checking the network components before installation
Before you install Business Communications Manager service over the network, check that the
required network components are installed on the attendant PC.
Note: If your company has a network administrator, check with your
administrator before changing any network configuration parameters.
To check for required network components on the attendant PC:
1Start Windows on the PC.
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.
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.
Virtual network computing (VNC)
VNC is an application that you can use to remotely access the Business Communications Manager
base unit. You need to access VNC to:
1Enable database sharing for report purposes (see “Enabling Business Communications
Manager base unit database sharing” on page 21).
Windows networking for reports
When Attendant Console processes incoming calls, it stores information about each call in a
database on the Business Communications server. The Reports component uses this database to
prepare call reports. If the Reports component is executed on a PC, you must first locate the server
database from the PC running the reports. Refer to “
39
.
To support operation of the Reports component on a networked attendant PC, check that the File
and Print Sharing component is present and enabled. For more information see “Checking the
network components before installation” on page 20.
Configuring the Reports component” on page
To use VNC, you need a web browser connection on your PC.
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Chapter 3 Preparing the PC environment21
Web browser requirements
To use VNC to access the Business Communications Manager base unit, your computer must
have:
•one of the following operating systems
- Windows NT 4.0
- Windows 95
- Windows 98
•Java Virtual Machine (JVM) version 5.0 (build 5.0.0.3188 or greater)
•one of the following web browsers
- Netscape Communicator 4.5 or greater
- Microsoft Internet Explorer 4.0 or greater
If you are using Netscape Communicator, you must set the following preferences:
•Edit/Preferences>Advanced - Enable Java: On
•Cache - Cached document comparison: Every Time
If you are using Microsoft Internet Explorer, you must set the following Internet options under the
menu Tools>Internet options:
•General>Settings - Check for new versions: Every visit to the page
•Advanced - Java JIT compiler for virtual machine enabled: On
Enabling Business Communications Manager base unit database sharing
To start VNC and enable the Business Communications Manager base unit database for sharing:
1Open a web browser on a computer with a LAN connection to the Business Communications
Manager system.
2In the Address bar, type the IP address of the Business Communications Manager base unit
and the port number for WinVNC. The port number for WinVNC is 5800.
For example: http://10.10.10.1:5800.
The VNC Authentication screen appears.
3In the Password box type in
4Click OK. You are now in the Windows NT operating system environment.
5The message in Figure 1 on page22 appears.
TeirGR8.
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22Chapter 3 Preparing the PC environment
Figure 1 Log on message
6Click the Send Ctrl-Alt-Del button at the top of the desktop screen.
7Type in the administrator password.
8Click the OK button.
The Business Communications Manager desktop appears.
Note: You cannot use a proxy to access the Business Communications Manager
system.
9To support operation of the Reports component on a networked attendant PC, check that the
File and Print Sharing component is present and enabled. For more information see “Checking
the network components before installation” on page 20.
In order for the Attendant Console clients to access the database, you must enable sharing for the
database. The path where the database is located is shown in Figure 2 on pag e23. The path is:
Note: D: indicates the drive letter, which can vary according to the computer.
10 Right-click the ConsoleServiceDB folder, select Properties, the Sharing tab, and follow
standard Windows sharing procedures.
Warning: The database can contain sensitive information. We recommend
making the database available only to users who are Attendant Console Clients.
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Figure 2 Attendant Console shared database
Chapter 3 Preparing the PC environment23
Quitting VNC
1Click the Disconnect button.
2Close your web browser.
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24Chapter 3 Preparing the PC environment
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Chapter 4
Installing Attendant Console
To install Attendant Console, complete each of the following steps in order. Each step is described
in this guide.
1Ensure you have all the contents of the Attendant Console package.
2Ensure all telephone system, PC and network requirements are met. Refer to Chapter 3,
“Preparing the PC environment,” on page 19.
25
3Install the Client component by following the procedures in “
Client component” on page 25.
If you encounter error messages during the installation process, refer to Chapter 7,
“Troubleshooting,” on page 45.
Installing the Attendant Console
Installing the Attendant Console Client component
On the attendant PCs, install the Attendant Console Client software. To install the Client software
on an attendant PC:
To install Attendant Console:
1On the subscriber’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 2.5.
The Business Communications Manager 2.5 Unified Manager screen appears.
3Click the Install Clients button.
The Download Desktop Applications screen appears.
4In the left frame, click the Attendant Console link.
5Click the Download Attendant Console package for the web button.
The Save As dialog box appears.
6Choose a location to save the file to and click Save.
Attendant Console downloads to the subscriber’s computer.
After it has downloaded, a Download successful dialog appears.
7Click Install.
The Attendant Console Installation dialog box appears.
8Select the language you want to use from the list box.
9Click the OK button.
The Attendant Console Welcome dialog box appears.
10 Click the Next button.
The License Agreement dialog box appears.
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26Chapter 4 Installing Attendant Console
11 Read the License Agreement. If you accept the agreement, click the Ye s button. If you do not
accept the License Agreement click the No button to cancel the installation. The following
steps assume you click the Yes button.
The Choose Destination Location dialog box appears.
12 Click the Next button to accept the default location. To change the directory location, click the
Browse button, choose another directory location and then click the Next button.
13 The Select Program Folder dialog box appears.
14 Click the Next button to accept the default Program Folder name: Nortel Networks. To change
the folder name, click the name you chose in the Existing Folders list box or type a different
name in the Program Folders box.
15 Click the Next button.
16 As installation proceeds, messages appear that indicate the progress of the installation. The
Setup Complete dialog box appears with the option “Yes, I want to restart my computer now.”
selected.
17 Click the Finish button.
Your computer restarts.
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Chapter 5
Configuring Attendant Console
After you install Attendant Console, you must configure its components. To configure Attendant
Console, you must:
1Start Attendant Console.
2Enter the keycode.
3Configure the Server component.
4Configure the Client component.
5Configure the Reports component.
Starting Attendant Console
To start the Attendant Console from Unified Manager:
1From the Unified Manager screen , click on the Console Service heading (see Figure 3 on
page 28).
27
2Select Start from the Status list box.
3Wait for the status to change to Starting, and then to Running (this may take several minutes).
4Enter the keycode. To use Attendant Console, a security keycode must be registered with the
Business Communications Manager base unit, via Unified Manager. For information on
entering the Software Keycode, refer to the Software Keycode Installation Guide.
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28Chapter 5 Configuring Attendant Console
Figure 3 Attendant Console Start status
Configuring the Server component
To configure the Server component:
1Start your Internet browser.
2In the Address bar, type the IP address of the Business Communications server and the port
number 6800.
For example: 10.1.1.1:6800
If you don’t know the IP address consult your Installer or network Administrator.
The Unified Manager Configure screen appears.
3Click the Configure button.
The Login screen appears.
4In the Login box type
5In the Password box type
6Click the Connect button. The Unified Manager screen appears. Figure 4 on page29 shows
the components of the Unified Manager screen.
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supervisor
visor
.
.
Page 29
Figure 4 Unified Manager screen
Navigation
Tree
key
heading
Chapter 5 Configuring Attendant Console29
menu bar
Information
Frame
7On the Navigation tree, click the Services key, the Console Service key and the Server
Configuration heading. The Server Configuration screen appears (see Figure 5 on page 29).
Figure 5 Server Configuration screen
Navigation
Frame
8In the Voice Mail Pilot Extension box, type the extension number for CallPilot and press
Enter.
To determine the CallPilot extension number, press ð ·°? on a telephone that is connected to the
system. The Business Communications Manager Message extension number appears on the
telephone’s LCD display.
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30Chapter 5 Configuring Attendant Console
9In the StationDiscovery option, the 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.
10 On the Navigation Tree click the Business Communications Manager heading.
The Business Communications Manager screen appears.
11 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.
12 Click the Ye s button.
A message appears that asks you to close the browser window after you log off.
13 Click the OK button.
Setting Logging options
Do not set the Logging options 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:
1Start your Internet browser.
2In the Address bar, type the IP address of the Business Communications server and the port
number 6800.
For example: 10.1.1.1:6800
If you don’t know the IP address consult your Installer or Network Administrator.
The Unified Manager Configure screen appears.
3Click the Configure button.
The Unified Manager Login screen appears.
4In the Login box type
supervisor
5In the Password box type
visor
.
.
6Click the Connect button.
The Unified Manager screen appears.
Figure 4 on page 29 shows the components of the Unified Manager screen.
7On the Navigation Tree click the Services key, click the Console Service key and then click
the Diagnostic Logging heading.
The Diagnostic Logging screen appears.
8In the Log Detail Level box type a number between 0 and 60.
This number represents the level of detail you want to log.
9Set Log To file to Ye s to save the log to a file.
10 Set Log CP events to Ye s to log Computer Telephony Engine events.
11 Set Log Device events to Ye s to log phone events such as off-hook, on-hook and Call Forward.
12 Set Log Response events to Ye s to log how Attendant Console interprets events on the system.
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Chapter 5 Configuring Attendant Console31
13 Set Log Session events to Ye s to log system events other than those covered by Device events
and Response events.
14 Set Log System events to Ye s to log events reported through Windows NT, such as general
protection faults that are related to Attendant Console or Windows NT.
15 On the Navigation Tree click the Business Communications Manager heading.
The Unified Manager screen appears.
16 On the Logoff menu click Logoff.
A message appears that asks you to confirm your request to log off.
17 Click the Ye s button.
A message appears that asks you to close the browser window after you log off.
18 Click the OK button.
Configuring the Client component
You must set up each PC that has the Client component installed to handle calls either as a
full-time main attendant, part-time main attendant, backup attendant, overflow attendant or
assistant attendant.
Starting the Client component for the first time
After you configure the Server, you can start and set up the Client component.
To start the Client component for the first time:
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 different than the CallPilot voice mail extension number. It is the normal extension
number used when callers dial the Attendant telephone.)
3In the server ID box, type the server ID (the IP address, e.g. 10.10.10), or the DNS name of
the server you want to use (e.g. 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.
Starting the Client component
After you start the Client component the first time, follow this procedure to start the Client
component subsequent times.
To start the Client component:
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32Chapter 5 Configuring Attendant Console
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 in the upper right corner of 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.
Types of Attendant setups
You must configure each PC that has the Client component installed to handle calls either as a
main attendant, overflow attendant, backup attendant or assistant attendant.
Full-time main attendant setup
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 extension setting tells the Client component which telephone 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 incoming calls for the company (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 base unit and must be the telephone at the attendant’s desk.
To set or change the attendant’s extension:
1On the To ol s menu click Options.
The Options dialog box appears with the Options tab displayed Figure 6 on page36 .
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Chapter 5 Configuring Attendant Console33
2At the Attendant option, in the My Extension box, type the extension number of the
attendant’s telephone.
Part-time main attendant setup
The part-time main attendant is an attendant that can answer incoming calls and perform additional
functions on the PC, 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 additional Attendant options that allow notification of incoming calls when the
Client component is minimized. Refer to
“Full-time main attendant setup” on page 32 and
“Setting up other Attendant features” on page 35.
Backup attendant setup
A backup attendant is an attendant position that 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 PC that is set up to receive incoming calls must be set up to redirect the calls to the
backup Attendant PC.
Note: Calls can be redirected to another Attendant Console attendant or any
Business Communications Manager extension number.
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 button indicates that the attendant
is not at the station diverts calls to the backup position. After the attendant clicks the Out button,
they can complete the calls currently 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.
To set up the backup attendant:
1On the To ol s menu click Options.
The Options dialog box appears (Figure 6 on pag e36).
2At the Redirect calls to option, in the Extension box, type the backup attendant’s extension
number.
3To control call redirection, on the Attendant window click Attendant and select either In or
Out.
4Click the OK button.
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Assistant attendant setup
An assistant attendant provides call coverage for one or more extensions in the system. This means
that you can set up the Attendant so that it monitors all incoming calls to selected extensions. Since
the assistant typically uses a PC 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:
1Click the Tools menu and then click Options.
The Options dialog box appears (see Figure 6 on pag e36).
2Check the Assigned extension rings option.
The Call Notification dialog box appears to inform the assistant that there is an outside call for
an Assigned extension.
3Click the OK button.
Use the Assigned feature when an employee wants an assistant attendant, such as an administrative
assistant, to answer the employee’s calls.
Note: Only calls that originate from outside the Business Communications
Manager base unit appear on the assistant attendant’s window. Internal calls from
an extension to an assigned extension do not appear on the assistant attendant’s
window.
Enable the Assistant function by copying extensions to the Assigned list on the Assigned tab of the
Options dialog box.
To add or remove an assistant attendant’s assigned extensions:
1Click the Tools menu and then 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 the Assigned extensions list.
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.
<<
.
to copy it
>>
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Chapter 5 Configuring Attendant Console35
Overflow attendant setup
An overflow attendant receives calls that are redirected from another attendant position if there are
more incoming calls than Loop buttons on the other Client component. 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 PC as the overflow attendant, each attendant PC that is set up to receive
incoming calls must be set up to redirect calls to the overflow attendant PC whenever overflow
conditions exist. You need to activate the overflow feature at each attendant PC.
Note: Calls can be redirected to another Attendant Console attendant or any
Business Communications Manager telephone extension number.
To define the overflow extension:
1On the To ol s menu click Options.
The Options dialog box appears (Figure 6 on pag e36).
2At the Redirect calls to option, in the Extension box, type the overflow attendant’s extension
number.
3Select Call overflow occurs to redirect calls when all of the main attendant’s Loop buttons are
busy with calls.
Note: Overflow extension numbers are only valid after the extension numbers are
assigned as assistant attendants. See “Assistant attendant setup” on page 34.
4Click the OK button.
Setting up other Attendant features
You can assign Attendant features for the different setups in the Options dialog box.
To set up other Attendant features:
1On the To ol s menu click Options.
The Options dialog box appears with the Options tab displayed (see Figure 6 on page 36).
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36Chapter 5 Configuring Attendant Console
Figure 6 Attendant Options tab
The Options tab contains the options shown in Table 2 on page 36:
Table 2 Contents of the Options tab
OptionDescription
Pop “Call Notification” dialog box
when
Restore minimized Attendant
screen when
Redirect calls tosets the overflow or backup attendant.
Serverdisplays the name of the server.
Attendantdisplays the attendant’s extension. You must manually enter
Transfer Optionsdisables Business Communications Manager Message and/or
sets the Call Notification dialog box to pop onto the screen.
sets whether the Attendant window is restored when a call is
answered on your extension.
this during setup
link transfer options.
Notifying the attendant of incoming calls
There are two ways an attendant can be notified of incoming calls:
•by the Call Notification dialog box. The attendant is notified of incoming calls with 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 visible (not minimized), the Call Notification
dialog box does not appear. The attendant is notified of an incoming call by a Ringing Loop
button.
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Chapter 5 Configuring Attendant Console37
To activate call notification:
1At the Pop “Call Notification” dialog box when option, select either:
Assigned extension rings - The attendant is notified of calls to the assigned extensions
or
My extension rings - The attendant is notified when their own extension has an incoming call.
If both check boxes are clear, the attendant is not notified of calls when the window is
minimized.
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 extension goes off-hook (“active”). This ensures the attendant can access the Attendant
Console window without having to manually restore it.
To set the Attendant Console window to restore automatically:
1On the To ol s 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.
The Attendant Console window is restored when the attendant uses the extension to make or
answer a call.
Saving the Client component options
1Click the OK button to save the changes you made in the Options dialog box or
click the Cancel button if you made no changes or do not want to save the changes.
The Attendant options are available as soon as you save the changes.
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 a selection of extensions in the Directory list of the Attendant Console window:
1On the To ol s menu click Options.
The Options dialog box appears.
2On the Options dialog box click the Selected tab.
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To add an extension, click the extension you want in the All extensions list and then click
to copy it to the Selected extensions list.
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.
<<
.
>>
Setting Transfer options for CallPilot and linking
If your Business Communications Manager base unit is not connected to a Centrex 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 To ol s menu click Options.
The Options dialog box appears. The Transfer Options options are in the bottom right of the
dialog box.
2Select 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.
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 from the Client component:
1On the To ol s menu click Reports.
The Reports component starts in a separate window.
To start the Reports component from the Start menu:
1On the Windows taskbar click Start, point to Programs, point to Nortel Networks, point to
Attendant Console Client and then click Reports.
The Reports window opens.
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Chapter 5 Configuring Attendant Console39
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. The entire path name is:
Note: D: indicates the drive letter, which can vary according to the computer.
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.
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:
Example - 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 attendant to answer an incoming call connects to the caller. As soon 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 PCs and set them up as main attendants. Each incoming call appears on the Attendant
window of each Attendant PC. The first attendant to answer a call connects to the caller. The
answered incoming call disappears from the other attendant’s windows.
Example - 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 telephone. With two attendants, for example, half the extensions ring at one attendant
telephone (Attendant A) and the other extensions ring at the other attendant telephone (Attendant
B).
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After you set up the telephones, you can install Attendant Console. As in the previous example,
you must set up the Client component as a main attendant on each of the Attendant PCs. The only
difference is that in this example the overflow feature must be set at each Attendant PC. This
means A’s extension must be set to overflow to B’s and B’s must be set to overflow to A’s.
Verifying Attendant Console installation
You must verify Attendant Console installation after installation and setup.
To verify that the installation is successful:
1On the PC that has the Client component installed, click the Attendant taskbar button to
maximize the window. If the Client component is not running, start the component.
To start the Client component:
On 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 the extension icon of a telephone located near
the Attendant’s telephone. Check that the Ta rg e t 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 option has Caller ID information. If Business Communications Manager base 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.
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Chapter 5 Configuring Attendant Console41
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 45 or
“Troubleshooting Client component installation” on page 48 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 PCs.
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Chapter 6
Upgrading Attendant Console
You can add additional Attendant Console attendants.
Adding additional Attendant Console attendants
If you find that the call traffic is too high to be handled by your current number of attendants, your
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 Software Keycode Installation Guide.
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.
43
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 PC that has Attendant Console installed.
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Chapter 7
Troubleshooting
This section contains solutions for problems that can occur when you install Attendant Console. It
includes:
•Troubleshooting the Server component
•Troubleshooting the Client component installation
•Troubleshooting the Reports component installation
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
30.
45
Logging Server component activity
The Server component window lets you choose optional functions of the Server 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 30.
Saving the server log file
If you activate the Log to file command, the server log file is saved as in the server directory 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 30.
Changing the amount of logging information displayed
You can change the level of amount of the logging information that you display.
For information on changing the level of logging information, see “Setting Logging options” on
page 30.
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46Chapter 7 Troubleshooting
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. Examine 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
ME_PAGING_BUSYA page is already being made in the specified page
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
provided for the failure is not recognized by CTE.
default maximum is 4 outstanding requests).
Communications Manager base unit Server admin for
deviceId.
Zone.
suspended.
information.
Troubleshooting Client component installation
This section describes solutions to problems that can occur when you install the Client component.
Example - Socket Error on Client component start
Initial Action
The Client component displays a Socket Error message when starting the component.
Response
TCP/IP address is not specified on a stand-alone system or TCP/IP is not installed in the Windows
operating system. Install TCP/IP and restart the Client component.
Example - Client component verification procedure does not work
Initial Action
The Client component installation is complete but some of the verification procedures do not
work.
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Chapter 7 Troubleshooting49
Response
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 PC through the use of Network Neighborhood. Check the Business
Communications Manager base unit installation to ensure that extensions are defined correctly.
Example - CallPilot extension not working
Initial Action
The CallPilot extension cannot be dialed from the Attendant window.
Response
To access the CallPilot system, click the VM Transfer button and enter your mailbox number.
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.
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.
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.
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 PC
Backup attendant
Caller ID
55
The assistant attendant provides call coverage for one or more extensions connected to the
Business Communications Manager base unit via the LAN.
A personal computer used to run the Attendant Console Client component. The Attendant
PC 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 the Out button on the Attendant Console window to indicate they
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. A group of computers connected together to access information and
services in a common environment.
Main attendant
The telephone attendant who is primarily responsible for managing a company’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 attendant handles excess calls if the main attendant receives more calls than
can be handled by an Attendant window.
Server ID
The TCP/IP host name of an Attendant Console PC.
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56Glossary
Server component
Part of the Attendant Console software. The Server component communicates with 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 desktop that contains the Attendant Console taskbar buttons.
TCP/IP
Transmission Control Protocol/Internet Protocol. The protocol used by Attendant Console
to communicate between the Server component and the Client components. The industry
standard protocol for communication between computers.
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Index
Index57
A
Acronyms 10
Add/Remove button 43
All extensions box 38
Assigned extension rings 37
Assigned tab
Directory options 34
Assistant attendant 34
Attendant 36
assistant 34
backup 33
features 35
incoming calls, notifying of 36
overflow 35
Attendant Console
about the Set Up and Operation Guide 13
adding attendants 43
choosing a model 16
compatible telephones 16
components 15
installing 25
installing the Client component 25
installing the Reports component 25
PC requirements 17
requirements 16
setting up 27
software requirements 17
uninstalling software 43
verifying installation 40
Attendant Console Attendant button 37
Attendant Console Server window 49
Attendant Extension 31
Attendant option 33
Attendant, main full-time 32
Attendant, part-time main 33
B
Backup attendant 33
Business Communications Manager Attendant Console
about 13
Call overflow occurs 35
Caller ID 16
Caller ID Information box 40
Caller Information options 40
Client component
adding attendants 43
communication with server 15
configuring 31, 32
error messages 50
installing 25
restoring Attendant Console window 37
starting for the first time 31
Transfer options 38
troubleshooting installation 48
Compatible
telephones 16
Configuring
Client component 31, 32
Reports component 39
Server component 28
ConsoleServer.log 45
Control Panel window 20
Conventions, Set Up and Operation Guide 13
conventions, text 9
D
Directory list 34
Disable Link Transfer 38
Disable VM Transfer 38
Disk space required 17
Documentation, reference 14
E
Error messages
Client component 50
external reports errors 53
Server component 46