IBM CT-618 Installation Manual

IBM

by IBM

Small Business
Computer Telephony Solution

Installation Guide

Options

Note: Before using this information and the product it supports, be sure to
read the software license agreement in Appendix B and general information in
Product Warranty and Notices.

First Edition ( June 1998)

The following paragraph does not apply to the United Kingdom or any country
where such provisions are inconsistent with local law: INTERNATIONAL
BUSINESS MACHINES CORPORATION PROVIDES THIS
PUBLICATION “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER
EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE
IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A
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implied warranties in certain transactions, therefore, this statement may not apply
to you.

This publication could include technical inaccuracies or typographical errors.
Changes are periodically made to the information herein; these changes will be
incorporated in new editions of the publication. IBM may make improvements
and/or changes in the product(s) and/or the program(s) described in this
publication at any time.

It is possible that this publication may contain reference to, or information about,
IBM products (machines and programs), programming, or services that are not
announced in your country. Such references or information must not be
construed to mean that IBM intends to announce such IBM products,
programming, or services in your country.

Requests for technical information about IBM products should be made to your
IBM reseller or IBM marketing representative.

© Copyright International Business Machines Corporation 1998. All rights
reserved.

Note to U.S. Government Users — Documentation related to restricted rights —
Use, duplication or disclosure is subject to restrictions set forth in GSA ADP
Schedule Contract with IBM Corp.

i

Contents

1. SAFETY INFORMATION 1

2. INTRODUCTION 5

2.1 IBM Computer Telephony Solution (CTS) overview 5

2.2 About this book 5

3. IBM TELEPHONY INSTALLATIONS 7

3.1 Prerequisite Hardware and Software 7

3.2 Preparing for New Installations 8

3.3 Installing Server Software and Utilities 8

3.4 IBM VoiceMaster Startup and Configuration 13

3.5 IBM Call Manager Installation 15

3.6 IBM Call Manager Setup 16

3.7 Finishing Your Installation 17

3.8 Enabling NT Level 2 ( LOGON ) Security 17

4. UPGRADE INSTALLATIONS 21

4.1 Preparing for Upgrade Installations 21

4.2 Upgrading Server Software and Utilities 22

4.3 Upgrading the Translation Table 25

4.4 IBM VoiceMaster Startup and Configuration 26

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5. INSTALLING CT-618 HARDWARE 27

5.1 Unpacking the CT-618 Board 27

5.2 Important Safety Information 27

5.3 Installing the CT-618 28

5.4 Adding boards to a IBM Computer Telephony system 29

5.5 Specifying and changing board settings 31

5.6 Changing registry entries 31

6. TELEPHONE WIRING 35

6.1 Safety instructions 35

6.2 Wiring Configurations 35

7. IBM CT-618 FUNCTIONS 39

7.1 Incoming calls 39

7.2 Dialing calls 39

7.3 Call management 40

7.4 Transferring calls 40

8. IBM CT SYSTEM ADMINISTRATION 43

8.1 Basic commands and utilities 43

8.2 Using the IBM CT Administration Utility 43

9. UNINSTALLING IBM TELEPHONY SOFTWARE 47

10. TROUBLESHOOTING 49

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11. HELP AND SERVICE INFORMATION 51

11.1 Step 1: Troubleshooting 51

11.2 Step 2: Preparing for the Call 51

11.3 Step 3: Placing the Call to IBM 52

12. PRODUCT WARRANTY 53

13. APPENDIX A: NOTICES 59

13.1 Electronic Emission Notices 59

13.2 Telecommunication Notices 60

13.3 Canadian Department of Communications Certification Label 61

13.4 Patent Notices 63

13.5 Trademarks 63

14. APPENDIX B: SOFTWARE LICENSE AND WARRANTY INFORMATION 65

14.1 NetPhone, Inc. Limited Software Warranty And License Agreement65

15. APPENDIX C: SPECIFICATIONS 69

15.1 PC Host Requirements 69

15.2 CT-618 Specifications 69

15.3 RJ21X Telco connector pinout 70

15.4 PBX CT-618 Functions 71

16. INDEX 75

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1. Safety Information

Safety Information

IBM CTS Installation Guide 1

Safety Information

IBM CTS Installation Guide2

Safety Information

To avoid a shock hazard, do not connect or disconnect any cables or perform
installation, maintenance, or reconfiguration of this product during an electrical
storm.

To avoid shock hazard:

• The power cord must be connected to a properly wired and earthed

receptacle.

• Any equipment to which this product will be attached must also be

connected to properly wired receptacles.

Pour éviter tout risque de choc électrique, ne manipulez aucun câble et
n'effectuez aucune opération d'installation, d'entretien ou de reconfiguration de ce
produit au cours d'un orage.

Pour éviter tout risque de choc électrique:

• Le cordon d'alimentation doit être branché sur une prise d'alimentation

correctement câblée et mise à la terre.

• D'autre part, tout le matériel connecté à ce produit doit également être

branché sur des prises d'alimentation correctement câblées et mises à la
terre.

Para evitar peligo de descargas, no contecte o desconecte ningún cable, ni realice
ninguna instalación, mantenimiento o reconfiguración de este producto durante
una tormenta eléctrica.

Para evitar peligro de descargas:

• El cale de alimentación debe estar conectado a una toma de alimentación

adecuadamente cableada y con toma de tierra.

• Cualquier equipo al cual se conecte este producto debe estar tamblén

conectado a tomas de alimentación adecuadamente

cableadas.

• Cuando sea posible, utilice una mano para conectar o desconectar los cables

de señal para impedir que se produzcan posible descargas eléctricas al tocar
dos superficies con potencial eléctrico distinto.

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Safety Information

DANGER

• When using your telephone equipment basic safety precautions should always

be followed to reduce the risk of fire, electrical shock, and injury to persons,
including the following:

• Never install telephone jacks in wet locations unless the jack is specifically

designed for wet locations.

• Never touch uninsulated telephone wires or terminals unless the telephone

line has been disconnected at the network interface.

• Use caution when installing or modifying telephone lines.

• Avoid using a telephone (other than a cordless type) during an electrical

storm. There may be a remote risk of electrical shock from lightning.

• Do not use the telephone to report a gas leak in the vicinity of the leak.

IBM CTS Installation Guide4

Introduction

2. Introduction

2.1 IBM Computer Telephony Solution (CTS) overview

The IBM CT-618 hardware and software comprise a complete Windows NT
server-based phone system. This system is flexible and extensible; simply add
additional CT-618 boards as your needs increase.

• The IBM Telephony Administration software provides a graphical interface

for administrative functions, including line configuration, database
maintenance and translation table editing.

• Individual phone users can perform calling operations through the telephone

handset, or use the optional IBM Call Manager software to manage calls
through their PC.

• The IBM VoiceMaster software provides a complete set of voice mail

functions, including integrated messaging to allow e-mail and pager
notification.

2.2 About this book

This manual is intended for the IBM Computer Telephony system administrator,
and assumes that you are familiar with Windows NT operations and server
administration, and with basic telephone and PC hardware installation.

The following topics are covered in this manual:

IBM Computer Telephony Installation

• Configuring your telephone wiring

• Installing IBM CT-618 boards

• Installing and configuring IBM Computer Telephony software

IBM Telephony Administration

• Creating/maintaining the company database

• Setting and maintaining line configuration information

• Modifying the CT-618 translation table

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Introduction

• Configuring voice mailboxes

• Setting up integrated messaging setup

• Using TAPI based applications with the IBM Computer Telephony Solution

• Collecting usage data with SMDR

• Troubleshooting

• Uninstalling

This book is also available on the IBM Telephony CD as an Adobe Portable
Document Format (PDF) file. This file is located in the CD’s
Documentation/IBMCT folder, and will also be installed on your system, along
with the Adobe Acrobat Reader, if you perform a typical installation (or select the
Install Documentation option) during the installation process.

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IBM Telephony Installations

7

3. IBM Telephony
Installations

These installation instructions are intended for a typical new IBM Telephony
installation. If you are upgrading a IBM Telephony system, refer to the Upgrade
Installations section on page 19.

3.1 Prerequisite Hardware and Software

Server:

• 586/133mhz (Pentium) or higher with at least 64MB RAM, running

Windows NT Server Software V4.0 (including service pack 3 or above).

• A CD-ROM and diskette drive are required for installation.

• A typical IBM Telephony installation will require at least 16MB disk space on

the server. Additional disk space requirements are dependent on number of
voice mail users and number and size of stored messages.

Clients:

• 486 (or higher) or Pentium with at least 16MB RAM, running Windows 95

or Windows NT.

• IBM Call Manager clients must have a server user account.

• Sound capability is required to play voice mail messages delivered by e-mail.

The IBM Telephony installation process should take approximately 45 minutes.
Telephones will not be operational during parts of the installation process. You
should schedule installation for a time when this will not affect phone users.

IBM CTS Installation Guide

IBM Telephony Installations

3.2 Preparing for New Installations

Make sure the following are available before starting the installation process:

• An Administrator account and password for the server (An account with

administrator privileges is not sufficient.)

• A working trunk and extension available for testing purposes.

• Your server’s name and IP address:________________________________ .

• During the firmware upgrade, you will need to boot your server in DOS (if

not configured with this as a boot option, you will need a DOS boot disk).

3.3 Installing Server Software and Utilities

IBM Telephony software installation is easy since the installation wizard will
prompt you through the process. As the installation proceeds, you will be
prompted for selections or input. When your entries are complete, click Next to
proceed, or click Back to return to a previous screen and review/modify your
entries. You can click Cancel to stop the installation.

1. Log on to the NT server as ADMINISTRATOR. (An account with
administrator privileges is NOT sufficient for IBM Telephony installation.)

2. Exit all programs, then insert the IBM Telephony Installation CD in the
server to auto-run the installation wizard, (or double-click or run the file
Setup.exe).

3. The Welcome screen will display. After reading, click Next.

4. The License Agreement will display. If you agree with the license terms,

click Next. If you do not agree, click Cancel to stop the installation.

5. Select IBM Telephony Software components. The Select Components
window displays a list of components. Click the checkboxes to select the
components you wish to install. Clicking on a plus sign (+) next to an item
will expand it to display individual options for each group. If you select an
item with sub-options, the sub-options will also be selected. You can
customize your installation by expanding the upper level options by clicking
on the plus sign, then selecting the sub-options desired.

IBM CTS Installation Guide8

For a typical installation, select the following:

IBM Telephony Client for Windows 95 or NT
IBM Telephony Server Software
IBM Telephony Utilities
On-line Documentation

IBM Telephony Installations

At a minimum, you must install the IBM Telephony Server Software

and IBM Telephony Administration Utility.
a) When you have selected the components, click Next.
b) The next windows displayed will prompt you for locations and names

of software destination folders and Program Icons folder. You may
accept the defaults (recommended) or modify these entries. Click Next
on each of these windows.

IBM CTS Installation Guide 9

IBM Telephony Installations

The installation program will check for sufficient space, then copy files to
your server.

2. Telephony Services installation

a) The Welcome screen will display. After reading, click Next.
a) The Telephony Services installation will require you to choose a

destination for files. You may accept the defaults or modify these
entries.

IBM CTS Installation Guide10

IBM Telephony Installations

b) Enter the server’s IP address when prompted, then click OK.

Note: If using a system with DHCP (Dynamic Host Configuration
Protocol), make sure that you specify a static IP address, rather than
accepting the automatic IP address assignment.Insert the Lucent
license disk when requested, then click OK and remove diskette.

c) When Telephony Services installation is complete, click OK.

2. Btrieve Workstation Engine Installation

a) The Welcome screen will display. After reading, click Next.
b) The Btrieve Technologies installation will prompt you for locations and

names of the Btrieve Database folder and Program folder. You may
accept the defaults or modify these entries.

c) You may choose to view the Read Me file. Click finish when complete.

3. Telephony Services 32-bit Windows client installation.
a) The Welcome screen will display. After reading, click Next.
b) Check box to install Telephony Services Administration (required for

security level 2).
c) Select destination directory.
d) Add server name, then click Next. The installer will verify locations

and search for older versions of files.
e) When complete, click OK.
f) The Configuration Assistant will appear, displaying the suggested

settings for your CT-618 boards. Click OK.

4. IBM VoiceMaster installation

a) The Welcome screen will display. After reading, click Next.
b) The License Agreement will display. After reading, click Next.
c) The Release Notes will display. After reading, click Next.
d) The selection window will display options for VoiceMaster and Voice

Files. The selection boxes for both options must be checked.
e) The next window displayed will prompt you for the Telephony server

location. Make sure the information is correct, then click Next.
f) The Voice files window will prompt for destination of voice files. Click

Next.

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IBM Telephony Installations

g) Click Next.
h) When setup successfully completes, click Close.

5. Acrobat Reader Installation

a) The Welcome screen will display. After reading, click Next.
b) The License Agreement will display. If you agree with the license

terms, click Next. If you do not agree, click Cancel to stop the

installation.
c) Choose destination folders for the Acrobat Reader software.
d) Setup will continue. You will be prompted to view the read me file

(optional). Click finish..
e) When complete, click OK.

6. If you are installing CT-618 boards, power down the server and install
boards according to the Hardware Installation instructions on page 17. (If
CT-618 boards are already installed in the server, power down the server and
proceed to Step 7.)

7. Upgrade the CT-618 board firmware:
Note: If your server is set up as NTFS: During the board firmware update

process you will need to run in DOS mode. Since NTFS is not visible from
DOS, you will need to access required files from a FAT partition or a
diskette. If you are not installing the IBM Telephony software to a FAT
partition, you will need to copy the following files from the
IBMCT/SYSTEM folder to a FAT partition (or to a diskette):
BOOTLOAD.HEX, MONITOR.HEX, NETPHO32.HEX and NL.EXE.

a) Restart the server in DOS. (Note: A DOS window will not work.) You

may need to boot with a DOS boot disk if your server is not set up to
boot in DOS.

b) Go to C:/IBMCT/SYSTEM (or the drive you selected during

installation) and enter the following command from the DOS prompt:

NL -B -LNETPHO32.HEX

This loads the firmware using default I/O port and IRQ settings (I/O
Port 3e0, IRQ 5). If not using these defaults, refer to Specifying and
changing board settings on page 31 for instructions on specifying values

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IBM Telephony Installations

in this command, or enter NL -? at the DOS prompt for help with NL
commands.

Note: If you have chosen an installation directory other than the
default of C, then IBMCT/SYSTEM will be in that directory. If your
server is set up as NTFS, use the files on the diskette you created
earlier.

8. Restart server in Windows NT.

9. Configure telephony services to autostart:

a) From the Start menu, navigate to Programs/TSAPI Telephony

Services/TSAPI Telephony Services Controller.
b) Check box for Auto Load.
c) Click Start (if not already running), then click Close (display should be:

Status=Running, Startup=Automatic).

10. Test your installation. You should have dial tone on an extension connected
to the IBM Telephony server.

3.4 IBM VoiceMaster Startup and Configuration

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IBM Telephony Installations

If you installed IBM VoiceMaster, you will need to start the VoiceMaster service
and add voice mailboxes.

1. From the Start menu, navigate to Programs/IBM Computer Telephony/
VoiceMaster/Register VoiceMaster Service. The IBM VoiceMaster
Initialization window will display.

1. Edit the Mapped Drive:/Root Directory information if it is not correct.
Click Verify to make sure this is a valid location.

2. You may enter a user name and password (it must be the same as that for the
IBM Telephony server).

3. Click OK. You will be prompted to start the VoiceMaster service. Click Yes.

4. Add voice mailboxes:
a) From the start menu, navigate to Programs/IBM Computer

Telephony/IBM VoiceMaster/VoiceMaster Administration.

b) Click Edit Mailbox List to open the IBM VoiceMaster Mailbox

Administrator window.
c) Enter a mailbox (extension) number in the box (maximum 5 digits).
d) Click Add.
e) If successful, a confirmation message will display. An error message will

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IBM Telephony Installations

display if you have entered an invalid mailbox ID.
f) Click OK to acknowledge the confirmation.
g) Continue to add desired mailboxes. When you are finished, click

Close.

5. When installations are complete, close the windows. You can test your
installation by pressing *6 on the handset. If your installation was successful,
a IBM VoiceMaster dialog will play.

Refer to the IBM VoiceMaster Administration on-line help or the IBM CTS
Administration Guide for additional setup and configuration information.

3.5 IBM Call Manager Installation

Note: Client accounts must be established on the server before IBM Call

Manager is installed on client PCs.

IBM Call Manager Desktop Call Control will generally be installed on all PC
clients, as well as the server. The client must have mapped drives to the IBM
Telephony server and IBM VoiceMaster (if using IBM VoiceMaster voice mail).

1. Insert IBM Telephony CD in the client PC to autorun the installation utility

(or run or double-click Setup.exe).

2. The Welcome screen will display. After reading, click Next.

3. The License Agreement will display. If you agree with the license terms, click

Next. If you do not agree, click Cancel to stop the installation.

4. Click the checkbox for IBM Call Manager Client for Windows 95 or NT4.0,

then click Next.

5. You will be prompted through the installation process. The windows

displayed will prompt you for locations and names of the IBM CT Software
Folder, Server System folder, and Program Icons folder. You may accept the
defaults (recommended) or modify these entries.

6. When complete, click Exit and remove the IBM Telephony CD.

Note: IBM Call Manager clients can be installed over the network if the IBM
Telephony CD is mounted in a drive accessible to the client PC, or if the

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IBM Telephony Installations

installation CD contents have been copied to an accessible directory (you may
not use long directory names or spaces in the directory name).

3.6 IBM Call Manager Setup

The first time you run IBM Call Manager you will need to enter login
information and setup directories.

1. From the Start menu, navigate to Programs/IBM Computer Telephony/IBM
Call Manager.

2. When the login window displays, enter your user name, password and
extension number. You can check the box to save this information, and you
will not need to enter it the next time you log in. Click OK when done.

3. The Voice Mail Path window will display. If you are using IBM VoiceMaster
voice mail, make sure the path information is correct. If you are not using
IBM VoiceMaster, check “Do not use NetPhone voice mail”. Click OK when
done.

4. Refer to the IBM Call Manager on-line help and/or the IBM Call Manager
User’s Guide for more information.

If you have more than one IBM Computer Telephony server:

To allow a IBM Call Manager client to access multiple servers, the client’s
TSLIB.INI file must be edited to add the additional server names, as in the
example below:

[Telephony Servers]
; This is a list of the servers offering Telephony

Services via TCP/IP.
; Either domain name or IP address may be used;

default port number is 450
; The form is: host_name=port_number For example:
;
; tserver.mydomain.com=450
; 127.0.0.1=450
;

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17

myservr=450
serv2=450
serv3=450
[Shared Admin]
; Instead of each workstation maintaining its own

list of servers, a shared
; tslib.ini file may be placed on a network file

system, for example:
;
; tslib.ini=n:\csta\tslib.ini
;
; This entry overrides the [Telephony Servers]

section, if any.

3.7 Finishing Your Installation

In order to complete your IBM Telephony installation and fully customize your
system, you may need to perform some of the tasks listed below. Refer to the IBM
CTS Administration Guide for assistance with these tasks.

• Voice mailbox administration

• Setting system and line information

• Voice mail to e-mail messaging

• Pager notification

• Installing and using SMDR call logging

• Using TAPI applications

• Customizing the translation table

3.8 Enabling NT Level 2 ( LOGON ) Security

Windows NT logon security requires users to enter a user name and password in
order to access the system. To enable NT Level 2 security for users, the NT
administrator will need to add user names to Telephony Services database,

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IBM Telephony Installations

configure logon access for IBMCT Utility and IBM VoiceMaster services, and
change security level in the registry using the Set SecurityLevel Utility as described
below.

Add user names to the Telephony Services database

1. From the Windows NT Start menu, navigate to Programs/TS Win32

Client/Telephony Services Admin.

2. In the Open Tserver window, select the default Tserver and Login

(administrator). Click OK.

3. In the Telephony Services Administrator 32-bit window, click on Users in

the SDB tree.

4. Click Create User from the Admin menu.

5. In the Information tab, enter the Login, Name, and Worktop name (if

applicable) of each IBM Telephony user. (Note: Telephony Services user
names must match NT Server user names). Click Apply to add each user.

6. Click OK when done and close the Telephony Services Administrator 32-

bit window(s)

Configure logon access for NetPhone Utility and IBM VoiceMaster
services

1. From the Start menu, navigate to Settings/Control Panel Services.

2. Select NetPhone Utility and double-click to open.

3. Under Log On As, click button for This Account.

4. For user name, enter Administrator (other names will not work, even if they
have administrator privileges).

If IBM VoiceMaster is installed, repeat the above procedure for the IBM
VoiceMaster service.

Set security level

1. From the Start menu, navigate to Programs/IBM Computer

Telephony/Utilities/Set Security Level.

2. When the Set Security Level window displays, click Logon (level 2).

3. Click Apply, then Exit.

4. Reboot the IBM CTS NT Server or do the following:

IBM CTS Installation Guide18

a) Stop all Telephony services Clients.
b) Stop Service NetPhone Utility
c) Stop Service TSAPI Telephony Services
d) Start Service TSAPI Telephony Services
e) Start Service NetPhone Utility

IBM Telephony Installations

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