Avaya BCM 2.5 Attendant Console User Manual

Part No. P0936570 2.0
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Business Communications Manager
Attendant Console Set Up and Operation Guide
Copyright © 2001 Nortel Networks
All rights reserved.
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.
P0936570 2.0
Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About the buttons on your telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Chapter 1
About Attendant Console Set Up and Operation Guide . . . . . . . . . . . . . . 13
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Reference documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Chapter 2
Preparing for installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Contents 3
How Attendant Console works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Server component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Client component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Reports component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Company model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Requirements for Attendant Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Business Communications Manager telephone system requirements . . . . . . 16
PC system requirements for installing the Client component on a client PC . 17
Chapter 3
Preparing the PC environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Windows networking for an attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Virtual network computing (VNC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Windows networking for reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Web browser requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Enabling Business Communications Manager base unit database sharing . 21
Quitting VNC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Chapter 4
Installing Attendant Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Installing the Attendant Console Client component . . . . . . . . . . . . . . . . . . . . . . . 25
Attendant Console Set Up and Operation Guide
4 Contents
Chapter 5
Configuring Attendant Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Chapter 6
Upgrading Attendant Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Starting Attendant Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Configuring the Server component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Setting Logging options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Configuring the Client component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Starting the Client component for the first time . . . . . . . . . . . . . . . . . . . . . . . 31
Starting the Client component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Quitting the Client component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Types of Attendant setups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Setting up other Attendant features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Starting the Reports component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Configuring the Reports component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Quitting the Reports component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Networked operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Verifying Attendant Console installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Adding additional Attendant Console attendants . . . . . . . . . . . . . . . . . . . . . . . . . 43
Removing Attendant Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Chapter 7
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Troubleshooting the Server component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Logging Server component activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Troubleshooting Client component installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Initial Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Initial Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Initial Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Logging Attendant activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Troubleshooting the Reports component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Initial Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
P0936570 2.0
Figures
Figure 1 Log on message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Figure 2 Attendant Console shared database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Figure 3 Attendant Console Start status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Figure 4 Unified Manager screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Figure 5 Server Configuration screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Figure 6 Attendant Options tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Figures 5
Attendant Console Set Up and Operation Guide
6 Figures
P0936570 2.0
Tabl es
Table 1 Telephone buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Table 2 Contents of the Options tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Table 3 Server component error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Table 4 Retcode messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Table 5 Client component error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Table 6 Reports component error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Tables 7
Attendant Console Set Up and Operation Guide
8 Tables
P0936570 2.0
Preface
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:
bold Courier text
italic text Indicates new terms, book titles, and variables in
bold text indicates 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
10 Preface

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
Handsfree Bottom 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
This means you can enter

Acronyms

This guide uses the following acronyms:
Business Series
Telephone T7100,
T7208, T7316 Buttons
²
ton
©
³
Ã
¨
²
, ƒ or
M7100, M7208,
M7310, M7324
Telephone Buttons
ƒ
©
©
˙
®
²á¡Ú
Ä
and the code to open your mailbox.
Ä
©
©
ú
Ã
¨
to access your mailbox.
M7100N, M7208N,
M7310N, M7324N
Telephone Buttons
BCM Business Communications Manager
DLL Dynamic Link Library
DNS Domain Name Service/System
ERC Express Routing Code
JVM Java Virtual Machine
LAN Local Area Network
PC Personal Computer
PCI Peripheral Component Interconnect
SVGA Super Video Graphics Adaptor
TCP/IP Transmission Control Protocol/Internet Protocol
VNC Virtual Network Computing
P0936570 2.0

Related publications

For more information about using Attendant Console, refer to the following publications:
Business Communications Manager Attendant Console User Guide
Business Communications Manager 2.5 Programming Operations Guide
Software Keycode Installation Guide
Preface 11
Attendant Console Set Up and Operation Guide
12 Preface
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13
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.
Attendant Console Set Up and Operation Guide
14 Chapter 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
P0936570 2.0
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.
Attendant Console Set Up and Operation Guide
16 Chapter 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:
P0936570 2.0
Chapter 2 Preparing for installation 17
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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18 Chapter 2 Preparing for installation
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