Avaya Partner 18, Partner 34D, Partner 3910, Partner MLS 12, Partner MLS 12D Connection Manual

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AT&T

560-201-103

Issue 1

November 1993

PassageWay™ Solution

For PARTNER® Communications System

User’s Guide

560-201-103

Issue 1

November 1993

NOTICE:

While reasonable effort was made to ensure that the information in this document was complete and accurate at the time of printing, AT&T cannot assume

responsibility for any errors. Changes and/or corrections to the information

contained in this document may be incorporated into future issues. Check the Readme file enclosed with the software to ensure you are aware of any last minute modifications to this documentation.

FEDERAL COMMUNICATIONS COMMISSION (FCC) STATEMENT

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference in a residential

installation. This equipment generates, uses, and can radiate radio frequency

energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:

— —

Reorient or relocate the receiving antenna. Increase the separation between the equipment and the receiver. Connect the equipment into an outlet on a circuit different from that to which the equipment is connected. Consult the dealer or an experienced radio/TV technician for help.

TRADEMARK NOTICE

PARTNER, MLS-34D, MLS-18D, MLS-12D, MLS-12, and MLS-6 are registered

trademarks of AT&T.

PassageWay is a trademark of AT&T. Microsoft and MS-DOS are registered trademarks of Microsoft Corporation. Windows is a trademark of Microsoft Corporation. Hayes is a registered trademark of Hayes Microcomputer Products, Inc.

IBM and PS/2 are registered trademarks of International Business Machines Corporation.

HP and LaserJet are registered trademarks of Hewlett-Packard Company.

SECURITY

As a customer of new telecommunications equipment, you should be aware of the significant and growing problem of theft of long distance services by third parties, known commonly as "toll fraud." It is particularly important that you understand and take appropriate steps to deal with this crime because under applicable tariffs, you will be responsible for payment of associated toll charges. AT&T can not be responsible for such charges and will not make any allowance or give any credit

resulting from toll fraud. Toll fraud can occur despite the preventive efforts of network providers and

equipment manufacturers. Toll fraud is a potential risk for every customer with

telecommunications equipment having one or more of the following features: (1)

remote access, (2) automated attendant, (3) voice mail, (4) remote administration

and maintenance, and (5) call forwarding (remote). This is not a product or design defect but a risk associated with equipment having one or more of the features described above. If your new telecommunications equipment possesses any of these features, please consult the relevant portion of your documentation for further details and specific procedures to reduce the risk of toll fraud or contact

your AT&T dealer for further details.

ORDERING INFORMATION

To order copies of this manual:

Contact: Your AT&T Account Team or your AT&T Authorized Dealer. or

Call:

AT&T at 1-800-432-6600

Write:

AT&T Customer Information Center P.O. Box 19901 Indianapolis, IN 46219

Order: Document No. 560-201-103

Contents

Introduction

1-1

■

What is PassageWay Solution?

1-1

■

User Responsibilities

1-3

■

Conventions Used in this Guide

1-3

■

Getting Help

1-4

Installing and Setting Up PassageWay Solution

■

Overview

■

PassageWay Components

■

PassageWay Requirements

■

lnstalling the PassageWay Adapter

2-1 2-1

2-2 2-5

■

Installing the PassageWay Software

■

Setting Up AT&TBuzz

Setting the Run Mode Option

No Matching Mode Match to AT&TCall File Mode Export via Paste Link DDE Mode

Setting User Options

2-7 2-11 2-25 2-28 2-28 2-30 2-32 2-36

Contents

Using AT&TBuzz

■

Overview

■

What is AT&TBuzz? Using Caller ID Information

Running AT&TBuzz Helpful Hints

Tasks

Accessing the Log Viewer Answering a Call

Changing the AT&TCall File Associated

with AT&TBuzz

Creating a New Card in the Associated

AT&TCall File Exiting AT&TBuzz Resetting the Size of the AT&TBuzz Window

Selecting a Call Record Setting AT&TBuzz for Auto-Hold Setting AT&TBuzz for Auto-Drop Setting AT&TBuzz to Show the

Associated AT&TCall Card Automatically

Setting the AT&TBuzz Window to

Appear Automatically

Setting the Area Code

3-1 3-1

3-2 3-7 3-10 3-10 3-11 3-11 3-11

3-13

3-13 3-14 3-14 3-14 3-15 3-15

3-16

3-17 3-17

Contents

Setting the AT&TBuzz Window to Always

be on Top of Other Windows

3-18

Setting Automatic Inspect Mode

3-18

Setting the Run Mode for AT&TBuzz

3-19

Setting AT&TBuzz to Log Incoming Calls

3-20

Showing the Card of an Incoming Call

on Demand

3-21

Using the Timer

3-21

■

AT&TBuzz Menu Bar Options

3-23

Using AT&TCall

■

Overview

■

What Is AT&TCall?

■ Getting Started

■

Helpful Hints

■

Running AT&TCall

■ Tasks

File Tasks

Accessing the Log Viewer Changing How Cards are Sorted in an AT&TCall File

Creating a File Template Creating a New AT&TCall File

Dialing a Phone Number with the Dialpad

4-1 4-1

4-2 4-10 4-37

4-38 4-38 4-38 4-39 4-39 4-40

4-41 4-41

iii

Contents

Exiting AT&TCall

4-43

Exporting AT&TCall Information

4-44

Importing Files into AT&TCall

4-45

Opening an Existing AT&TCall File

4-48

Printing a Card List

4-49

Printing an AT&TCall File or Card

4-50

Protecting an AT&TCall File with a Password

4-53

Removing the Password from an AT&TCall File

4-54

Saving an AT&TCall File

4-55

Setting the Account Code Options

4-55

Setting the AT&TCall Window To Always

Be on Top of Other Windows

4-56

Setting the Dial Options

4-57

Specifying an AT&TCall File To Be Loaded Automatically

4-58

Card Tasks

4-60

Accessing the Notes Field

4-60

Changing the Field Labels in the Cards

4-60

Creating a New Card

4-61

Deleting a Card

4-61

Dialing a Phone Number from a Card

4-62

Editng an Existing Card

4-63

Entering Telephone Numbers in a Card

4-64

Hiding the Card Display

4-65

Contents

Selecting a Card Showing the Card Display

Using the Timer

Quick Dial Tasks

Accessing Information for a Quick Dial Assigning a Phone Number to a Quick Dial Changing the Number of Quick Dials Displayed Changing the Setup of the Quick Dial Labels Dialing a Phone Number from a Quick Dial Erasing a Quick Dial Re-Assigning an Existing Quick Dial

■ AT&TCall Menu Bar Options

4-65 4-65 4-65 4-66 4-66 4-67 4-69 4-69 4-70 4-71 4-71 4-73

Using AT&TSet

■ Overview

■ What Is AT&TSet?

System Administration Capabilities

■ Helpful Hints

■ Running AT&TSet

■ Extension Programming Tasks

Changing Button Labels Converting a File to a Different Button

Configuration

5-1 5-1 5-2

5-7 5-8 5-9 5-12 5-12

5-13

Contents

Creating a New File Exiting AT&TSet Identifying How a Button is Programmed

Opening an Existing File

Printing Button Labels

Printing the Personal Speed Dial List Printing the System Speed Dial List Programming a Button Programming the Extension Name Programming the Personal Speed Dial List Programming the System Speed Dial List Programming Your Telephone Reading the Current Programming

from your Telephone

Saving a File

Saving a New File Modifying an Existing File and Saving It as a

Different File

Saving Changes to an Existing File

Selecting Buttons to be Programmed

to Your Telephone

5-14 5-15

5-15

5-17

5-18 5-19 5-21

5-23 5-24 5-26 5-28

5-30 5-33 5-33

5-34

5-35

Contents

■

Centralized Telephone Programming

Tasks

5-36

Entering Centralized Telephone

Programming

5-36

Setting the Automatic Line Selection

5-41

Setting the Line Ringing Options

for Line Buttons

5-42

■

AT&TSet Menu Bar Options

5-44

Using Log Viewer

■ Overview

■ What Is Log Viewer?

■ Helpful Hints

■ Running Log Viewer

■ Tasks

Deleting Entries from the Call Log Printing Log Entries Setting the Log Viewer Preferences Sorting Call Log Entries Specifying the Calls to be Displayed

■ Log Viewer Menu Bar Options

6-1 6-1

6-2 6-5 6-5 6-6 6-6

6-8 6-8 6-10 6-12 6-14

vii

Contents

Using AT&TConnect

■

Overview What Is AT&TConnect? Running AT&TConnect Tasks

Accessing the Events Log Changing the COM Port

Specifying the Version of Your PARTNER

System

Changing the Labels of the Line Buttons

Programming a Caller ID Inspect Button

Testing the PassageWay Adapter

■ AT&TConnect Menu Bar Options

7-1 7-1

7-2 7-2 7-4 7-4 7-6

7-7

7-8

7-11

7-13

7-15

8 Using Autodialing Applications

with PassageWay Solution

8-1

■ Overview

8-1

■ Using Autodialing Applications

8-1

■

Setting Up PassageWay Solution

8-2

■ Setting Up Your Application

8-3

■ Helpful Hints

8-4

viii

Contents

Troubleshooting

■ Overview

■

Troubleshooting AT&TConnect

■

Troubleshooting AT&TCall

■ Troubleshooting AT&TSet

■

Troubleshooting AT&TBuzz

9-1 9-1

9-2 9-11 9-13 9-16

Appendix A: Menu Trees

A-1

Appendix B: PC Serial Ports

B-1

■

Overview

B-1

Background Serial Ports Under Windows 3.1

Workarounds and Solutions to the

IRQ Conflict Problem

Selecting an Add-In Serial Port Card

B-2 B-6

B-7 B-10

Contents

Appendix C: Running AT&TBuzz in Export via

Paste Link DDE Mode

C-1

Glossary

GL-1

Index

Index-i

Figures

Installing and Setting Up PassageWay Solution

2-1

2-1. 2-2. 2-3. 2-4.

2-5. 2-6. 2-7. 2-8. 2-9. 2-10. 2-11. 2-12.

2-13.

2-14.

2-15. 2-16. 2-17. 2-18.

2-19. 2-20. 2-21. 2-22.

2-23. 2-24.

PassageWay Solution Components Components of the PassageWay Adapter Connecting the Line Cord to the PassageWay Adapter Connecting the Modular Phone Cord to the PassageWay

Adapter AT&T PassageWay Setup Window AT&T PassageWay Setup Dialog Box

Sample Installation Status Message Box Setup Complete Message Box COM Port Dialog Box AT&TConnect Dialog Box

AT&TConnect Setup - System Configuration Dialog Box AT&TConnect Setup - Caller ID Inspect Feature Dialog

Box When No Caller ID Inspect Button is Programmed

AT&TConnect Setup - Caller ID Inspect Feature Dialog

Box with Caller ID Inspect Button Programmed AT&TConnect Setup - Line Labels Dialog Box AT&TConnect Setup Dialog Box AT&T PassageWay Window AT&TBuzz Initialization Dialog Box

Run Mode Dialog Box AT&TBuzz Running in No Matching Mode

2-3

2-4 2-8

2-10 2-12 2-13 2-14 2-14

2-15 2-15 2-16

2-18

2-19 2-20

2-21 2-23

2-26 2-27 2-29

Area Code Dialog Box

2-31

AT&TBuzz Running in Match to AT&TCall File Mode

2-32

AT&TBuzz Initialization Dialog Box

2-34

AT&TBuzz Information Dialog Box

2-34

AT&TBuzz Running in Export via Paste Link DDE Mode 2-35

Figures

2-25.

Options Dialog Box when AT&TBuzz is Running in

Match to AT&TCall File Mode

2-38

2-26.

Options Dialog Box when AT&TBuzz is Running in

No Matching or Export via Paste Link DDE Modes

2-39

Using AT&TBuzz

3-1

3-1.

Sample AT&TBuzz Window

3-2

3-2.

Components of the AT&TBuzz Window

3-3

Using AT&TCall

4-1

4-1. 4-2.

4-3. 4-4. 4-5. 4-6.

4-7. 4-8. 4-9. 4-10. 4-11. 4-12. 4-13. 4-14. 4-15. 4-16.

Untitled AT&TCall Window

Components of an AT&TCall Window

Desktop with 10/20 Quick Dials and Card Shown Desktop with 10/20 Quick Dials and Card Hidden

Desktop with 25/50 Quick Dials and Card Displayed Desktop with 25/50 Quick Dials and Card Hidden Untitled AT&TCall Window Components of an AT&TCall Window Card Display Edit Card Window Modified Card New Card Window New Card Note Pad Card with Notes Icon

Dialpad Window

4-3 4-4 4-6 4-7 4-8 4-9 4-11 4-12 4-15 4-16 4-17 4-19 4-20 4-22 4-23

4-26

xii

Figures

4-17. 4-18. 4-19. 4-20. 4-21. 4-22. 4-23. 4-24. 4-25. 4-26. 4-27. 4-28. 4-29. 4-30. 4-31. 4-32. 4-33. 4-34. 4-35. 4-36. 4-37. 4-38.

Dialpad Window Edit Labels Dialog Box

Modified Card Labels Create Quick Dial Dialog Box Sort Dialog Box Export Dialog Box Import Dialog Box AT&TCall Dialog Box Print List Dialog Box

Printed Cards With and Without the Notes

Print Cards Dialog Box Password Dialog Box Confirm Password Dialog Box Account Code Options Dialog Box

Dial Options Dialog Box Sample File to be Loaded Automatically

Delete Card Dialog Box Timer Window Quick Dial Information Dialog Box Create Quick Dial Dialog Box Quick Dial Label Setup Dialog Box Change Quick Dial Dialog Box

4-28 4-31 4-32 4-34 4-39 4-45 4-47 4-48 4-49 4-51 4-52 4-53 4-54 4-56 4-57 4-59 4-62 4-66 4-67 4-68 4-70 4-72

Using AT&TSet

5-1

5-1.

AT&TSet File for an MLS-18D Telephone

5-3

5-2.

Components of the AT&TSet Window

5-4

5-3.

AT&TSet Dialog Box

5-9

xiii

Figures

5-4. 5-5. 5-6. 5-7. 5-8. 5-9. 5-10. 5-11. 5-12. 5-13. 5-14. 5-15. 5-16. 5-17. 5-18. 5-19. 5-20.

Reading Telephone Dialog Box

Sample AT&TSet Window Sample Change Button Label Dialog Box Button Information Dialog Box Print Speed Dial List Dialog Box Extension Name Dialog Box Personal Speed Dial List Dialog Box

System Speed Dial List Dialog Box Write to Telephone Dialog Box

Sample Write to Telephone Status Dialog Box Read from Telephone Dialog Box Reading Telephone Status Dialog Box Program Another Extension Dialog Box Read from Telephone Dialog Box Sample AT&TSet File for Another Extension Automatic Line Selection Dialog Box Line Ringing Options Dialog Box

5-10 5-11 5-12 5-16 5-20 5-24 5-25 5-27 5-29 5-30 5-31

5-32

5-38 5-39 5-40 5-42 5-43

Using Log Viewer

6-1

6-1. Log Viewer Window

6-3

6-2.

Sample PassageWay Log Viewer Dialog Box

6-6

6-3.

Sample PassageWay Log Viewer Dialog Box

6-7

6-4.

Preferences Dialog Box

6-9

6-5.

Filter/Sort Options Dialog Box

6-11

6-6.

Filter/Sort Options Dialog Box

6-13

xiv

Figures

Using AT&TConnect

7-1

7-1. 7-2. 7-3. 7-4.

7-3 7-5

7-6

7-7

7-9 7-10

7-12 7-13

7-5.

7-6.

7-7.

7-8.

AT&TConnect Window Events Log Dialog Box Sample COM Port Dialog Box Sample AT&TConnect Setup - System Configuration

Dialog Box Sample AT&TConnect Setup - Line Labels Dialog Box Sample AT&TConnect Setup - Edit Line Label Dialog Box Sarnple AT&TConnect Setup - Caller ID Inspect Feature

Dialog Box AT&TConnect Adapter Test Dialog Box

Troubleshooting

9-1

9-1.

AT&TConnect - Communications Error Dialog Box

9-5

Appendix A: Menu Trees

A-1

A-1.

AT&TBuzz Menu Tree

A-2

A-2.

AT&TCall Menu Tree

A-3

A-3.

AT&TSet Menu Tree

A-4

A-4.

Log Viewer Menu Tree

A-5

A-5.

AT&TConnect Menu Tree

A-6

xvi

Introduction

What is PassageWay Solution?

AT&T PassageWay™ Solution is a collection of software applications that runs with Microsoft Windows™ operating system version 3.1 or later. These applications provide you with an interface between your lBM

-compatible

personal computer and a PARTNER

Communications System via your system

or standard telephone. PassageWay Solution increases your

telecommunication capabilities by providing the following applications:

■

AT&TBuzz

AT&TBuzz is an application that notifies you of incoming calls and

enables you to view call origination information (referred to as Caller ID in this document), if available. AT&TBuzz enables you to handle incoming calls from your PC.

AT&TCall

AT&TCall is a card file application that enables you to maintain names, addresses, telephone numbers, and other information you desire. With

AT&TCall, you can place calls directly from your PC.

1-1

Introduction

■

AT&TSet

AT&TSet is an extension programming application that enables you to program user features and the personal speed dial list for your MLS34D

, MLS-18D®, or MLS-12D® telephone from your PC. With AT&TSet,

you can create and save multiple button programming files for your

telephone. You can also exchange these AT&TSet files with other

AT&TSet users. If you are the System Manager, you can use AT&TSet

to perform Centralized Telephone Programming from your PC for any telephone type and to program the system speed dial list.

Log Viewer

Log Viewer is an application that enables you to access information from the call log, which stores a record of calls you make using AT&TCall and receive while AT&TBuzz is running.

AT&TConnect

AT&TConnect is the management software that provides the basis for the other PassageWay software applications, and the diagnostic features to troubleshoot these applications. AT&TCall, AT&TSet, and AT&TBuzz require AT&TConnect to be running to connect these applications with the PARTNER system, enabling you to fully use these applications.

PassageWay Solution also provides the following features:

■

autodialing using the Hayes® command set, which is the same

command set used by most modems

■

the ability to use Dynamic Data Exchange (DDE) to link PassageWay applications with other Windows applications

1-2

Introduction

User Responsibilities

Before using any of the PassageWay applications, you should be familiar with basic Windows functions and procedures. If not, consult your Microsoft

Windows User's Guide.

You also may need to contact your PC vendor for information on configuring your PC to meet PassageWay Solution requirements.

Conventions Used in this Guide

The following conventions are used in this guide:

■

Throughout this guide, telephones are grouped into two different categories: system telephones and standard telephones. System telephones refer to AT&T telephones specifically designed to work with the PARTNER system. These include the MLS-34D, MLS-18D, MLS-

12D, MLS-12®, MLS-6®, and MLC-6 model telephones. Standard

telephones refer to industry-standard single-line rotary or touch-tone telephones, including feature phones with built-in feature buttons and

lights.

Commands and text you should enter appear

in this style of

type.

Values, instructions, and prompts that appear on the screen are

this style of type.

Key names that are always located on the keyboard in the same place appear in boxes, as in

[ ENTER

↵ ↵

Key combinations (holding down one key while pressing another key) are connected with hyphens; for example:

[ SHIFT ]-[ TAB

➡❘

The terms option buttons and radio buttons refer to the same object.

1-3

Introduction

Getting Help

If you have questions about or problems with the PassageWay applications that this user's guide does not resolve, call the AT&T National Service Assistance Center at 1-800-628-2888 or your AT&T Authorized Dealer.

1-4

Installing and Setting Up

PassageWay Solution

Overview

This chapter provides the procedures for installing PassageWay Solution.

Installation of PassageWay Solution consists of the following steps:

Installing the PassageWay adapter, which provides an interface between your PC and telephone

Installing the PassageWay software onto the hard disk of your PC

Setting up AT&TBuzz

✏

Before installing PassageWay, make sure you have the PassageWay components and an available serial (COM) port on your PC.

NOTE:

To use the Caller ID capabilities of PassageWay Solution, you must have a

PARTNER II Release 3.0 or later system that has lines subscribed to Caller ID from your local telephone company. In addition, these lines must be plugged into a PARTNER 206EC or 400EC module on your PARTNER system.

2-1

Installing and Setting Up PassageWay Solution

PassageWay Components

the PassageWay adapter

The PassageWay adapter provides an interface between your telephone

and an available serial (COM) port on your PC. The PassageWay

PassageWay consists of the following components:

■

adapter connects to the Line jack on your telephone. software (one 3.5-inch, 1.44 MB, high-density diskette). However,

PassageWay Solution is also available on a 5.25-inch, 1.2 MB diskette.

To receive the software on a 5.25-inch diskette, complete the

registration card, specify that you want the software on a 5.25-inch diskette, and return the registration card.

this user's manual and a quick reference

a 9-pin to 25-pin adapter for 9-pin serial ports If your PC has a 9-pin serial port, connect the 9-pin to 25-pin adapter to

the serial port. The PassageWay adapter has a 25-pin connector.

a 7-foot, 2-pair, modular phone cord (D4BU)

This modular phone cord connects the PassageWay adapter to your

telephone.

Figure 2-1 shows the PassageWay Solution components.

2-2

Installing and Setting Up PassageWay Solution

Figure 2-1. PassageWay Solution Components

2-3

Installing and Setting Up PassageWay Solution

Figure 2-2 shows the components of the PassageWay adapter.

Figure 2-2.

Components of the PassageWay Adapter

2-4

Installing and Setting Up PassageWay Solution

PassageWay Requirements

To use the PassageWay applications, you must have the following components:

■

an IBM-PC compatible or PS/2®-compatible PC with the following hardware:

—

an 80286 or higher processor (an 80386 or higher model number is recommended)

—

an available serial port — — — — —

a minimum of 2 MB of RAM (4 MB is recommended)

a 3.5-inch, 1.44 MB, high-density drive

a hard disk with 2 MB of space available

a Windows-compatible color video monitor

a Windows-compatible pointing device (a mouse or trackball is

recommended)

Microsoft Windows 3.1 or later release running in standard or enhanced mode

a system or standard telephone connected to a PARTNER system that

is configured and operating properly. The functionality of the PassageWay applications depends on the type of telephone you are

using. Any differences in functionality are noted throughout this

document.

NOTE:

If all the serial ports in your PC are already in use, you may wish to purchase

✏

an additional serial port to use with PassageWay Solution. Consult Appendix B for information on choosing a suitable serial port for PassageWay Solution.

2-5

+ 288 hidden pages