Lucent Technologies 560-201-113 User Manual
PassageWay® Service Provider
for PARTNER
®
Communications System
Getting Started
560-201-113
Comcode 108328899
Issue 2
August 1998
Copyright 1998 Lucent Technologies 560-201-113
All Rights Reserved Comcode 108328899
Printed in U.S.A. Issue 2
August 1998
Notice
While reasonable efforts were made to ensure that the information in this document was complete
and accurate at the time of printing, Lucent Technologies can assume no responsibility for any errors
or liability for any direct or consequential damages resulting from use of the information. 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.
Your Responsibility for Your System's Security
Toll fraud is the unauthorized use of your telecommunications system by an unauthorized party, for
example, persons other than your company's employees, agents, subcontractors, or persons
working on your company's behalf. Note that there may be a risk of toll fraud associated with your
telecommunications system, and if toll fraud occurs, it can result in substantial additional charges for
your telecommunications services.
You and your System Manager are responsible for the security of your system, such as programming
and configuring your equipment to prevent unauthorized use. The System Manager is also
responsible for reading all installation, instruction, and system administration documents provided
with this product in order to fully understand the features that can introduce risk of toll fraud and the
steps that can be taken to reduce that risk. Lucent Technologies does not warrant that this product
is immune from or will prevent unauthorized use of common carrier telecommunication services or
facilities accessed through or connected to it. Lucent Technologies will not be responsible for any
charges that result from such unauthorized use.
Trademark Notice
PassageWay, PARTNER, MLS-34D, MLS-18D, MLS-12D, and MLS-6 are registered trademarks of
Lucent Technologies.
Microsoft and Windows are registered trademarks and Windows NT is a trademark of Microsoft
Corporation.
IBM and PS/2 are registered trademarks of International Business Machines Corporation.
Disclaimer
Intellectual property related to this product (including trademarks) and registered to AT&T
Corporation has been transferred to Lucent Technologies Incorporated.
Any references within this text to American Telephone and Telegraph Corporation or AT&T should be
interpreted as references to Lucent Technologies Incorporated. The exception is cross references to
books published prior to December 31, 1996, which retain their original AT&T titles.
Heritage Statement
Lucent Technologies — formed as a result of AT&T’s planned restructuring — designs, builds, and
delivers a wide range of public and private networks, communication systems and software,
consumer and business telephone systems, and microelectronics components. The world-renowned
Bell Laboratories is the research and development arm for the company.
Ordering Information
Call: Lucent Technologies BCS Publications Center
Write: Lucent Technologies BCS Publications Center
Order: Document No. 560-201-113
Fraud Intervention
If you suspect you are being victimized by toll fraud and you need technical support or assistance,
call the Lucent Technologies National Customer Care Center at 1 800 643-2353.
To Get Help
If you have any questions about or problems with the PassageWay Service Provider that this
Getting Started guide does not resolve, call the Lucent Technologies National Customer Care Center
at 1 800 628-2888 or your local Authorized Dealer.
WWW Home Page
The home page for Lucent Technologies is
PassageWay products, be sure to check the PassageWay home page at
www.lucent.com/passageway
Voice 1 800 457-1235 International Voice 317 322-6791
Fax 1 800 457-1764 International Fax 317 322-6699
2855 North Franklin Road
Indianapolis, IN 46219
Issue 2, August 1998
www.lucent.com
.
. To get more information about
Contents
1
Introduction
What is the PassageWay Service Provider? 1-1
About This Guide 1-3
User Responsibilities 1-5
Conventions Used in This Guide 1-5
Getting Help 1-6
2 Installing and Configuring the
PassageWay Service Provider
Overview 2-1
New PassageWay Service Provider Users 2-2
Upgrading the PassageWay Service Provider or
PassageWay Solution 2-3
PassageWay Service Provider Components 2-4
PassageWay Service Provider Requirements 2-6
Before You Begin 2-9
Installing the PassageWay Adapter 2-10
Installing the Software 2-14
Removing the PassageWay Service Provider 2-31
1-1
2-1
iii
Contents
3
4
A
Using PARTNER Extension Programming
Overview 3-1
What is PARTNER Extension Programming? 3-2
System Administration Capabilities 3-7
Helpful Hints 3-8
Running PARTNER Extension Programming 3-9
Troubleshooting
Overview 4-1
General Troubleshooting 4-2
PassageWay Adapter LED 4-15
Troubleshooting PARTNER Extension
Programming 4-16
Troubleshooting Connect 4-19
PC Serial Ports
Overview A-1
Background A-2
Workarounds and Solutions to the IRQ Conflict
Problem A-7
Selecting an Add-On Serial Port Card A-10
3-1
4-1
A-1
iv
Contents
IN
Index
IN-1
v
Figures
2 Installing and Configuring the
PassageWay Service Provider
2-1. Components of the PassageWay Adapter 2-5
2-2. Connecting the Line Cord to the PassageWay
Adapter 2-11
2-3. Connecting the Modular Phone Cord to the
PassageWay Adapter 2-12
2-4. Find PassageWay Link Dialog Box 2-18
2-5. Sample PassageWay Configurator - COM Port
Dialog Box 2-20
2-6. PARTNER System Version Dialog Box 2-21
2-7. Telephone Models Dialog Box 2-22
2-8. Extension Number Dialog Box 2-23
2-9. Sample Phone Line Information Dialog Box 2-24
2-10. Sample Feature Buttons Dialog Box 2-26
2-1
3
Using PARTNER Extension Programming
3-1. Sample PARTNER Extension Programming
File for a PARTNER-34D Telephone 3-3
3-2. PARTNER Extension Programming Message
Box 3-10
3-3. Sample Reading Telephone Status Box 3-11
3-4. Sample PARTNER Extension Programming
File 3-12
3-1
vii
Introduction
What is the PassageWay Service Provider?
The PassageWay® Service Provider is a device driver that enables
applications that are compliant with the Microsoft Windows® Telephony
Application Programming Interface (TAPI) (such as PassageWay Telephony
Manager) to communicate with your telephone and your company's
PARTNER
accepts the basic TAPI requests from your TAPI-compliant application and
translates these requests into instructions to the PassageWay adapter to
control your telephone and interact with your company’s PARTNER system.
®
Communications System. The PassageWay Service Provider
1
®
The PassageWay Service Provider runs with Microsoft
4.0 or later, Microsoft Windows NT Workstation 4.0 or later, Microsoft Windows
95, Microsoft Windows version 3.1 or later, and Microsoft Windows for
Workgroups version 3.11 or later and provides you with an interface between
your PC and your company's PARTNER system via your telephone.
Windows® NT Server
1-1
Introduction
The PassageWay Service Provider software also contains the following
applications:
PARTNER Extension Programming
PARTNER Extension Programming is an extension programming
application that enables you to program user features and a personal
speed dial list for your PARTNER system telephone from your PC. With
PARTNER Extension Programming, you can create and save multiple
button programming files for your telephone. You can also exchange
these PARTNER Extension Programming files with other PARTNER
Extension Programming users. If you are the System Manager, you can
use PARTNER Extension Programming to perform Centralized
Telephone Programming from your PC for any telephone type and to
program the system speed dial list.
NOTE:
PARTNER Extension Programming requires a PARTNER system
telephone that has a display.
1-2
PARTNER Extension Programming is
not available
on Microsoft
Windows NT Server 4.0 or later or Microsoft Windows NT
Workstation 4.0 or later.
Connect
Connect is the management software that enables PARTNER Extension
Programming to communicate with your company’s PARTNER system.
PARTNER Extension Programming requires Connect to be running to
program features to your telephone. You must start Connect before you
start PARTNER Extension Programming.
NOTE:
Connect is
not available
on Microsoft Windows NT Server 4.0 or
later or Microsoft Windows NT Workstation 4.0 or later.
Introduction
About This Guide
This document describes how to install, configure, and troubleshoot the
PassageWay Service Provider. This guide contains four chapters, one
appendix, and an index:
Chapter 1 - Introduction
This chapter describes the structure and content of this guide. This
chapter also provides a brief introduction to the PassageWay Service
Provider.
Chapter 2 - Installing and Configuring the PassageWay
Service Provider
This chapter describes how to install and configure the PassageWay
Service Provider software.
Chapter 3 - Using PARTNER Extension Programming
This chapter provides an overview of PARTNER Extension
Programming and describes how to start PARTNER Extension
Programming for the first time.
Chapter 4 - Troubleshooting
This chapter provides information about possible error conditions and
how to respond to them when you use the PassageWay Service
Provider.
Appendix A - PC Serial Ports
This appendix provides detailed information about PC serial ports.
Index
The index provides a quick way of locating information within this
guide.
1-3
Introduction
NOTE:
To determine whether you are using the proper issue of the Getting
Started Guide for the PassageWay Service Provider installed on your
PC, perform the following steps:
a. Start the PassageWay Configurator.
If you have Windows 95 or Windows NT 4.0 or later, select
PassageWay Configurator
contains the PassageWay Service Provider. (The default
application folder is
If you have Windows 3.1 or later or Windows for Workgroups 3.11
or later, open the program group that contains the PassageWay
Service Provider, and double-click on the PassageWay
Configurator icon. (The default program group is
for PARTNER
The PassageWay Configurator - COM Port dialog box appears.
b. Choose the Help button.
c. Depending on your system, perform one of the following steps:
PassageWay for PARTNER
.)
from the application folder that
.)
PassageWay
1-4
If you have Windows 95 or Windows NT 4.0 or later, choose
Version
box appears, displaying the issue of the Getting Started Guide
that the software requires. The issue number should match the
issue number on the cover of this book.
If you have Windows 3.1 or later or Windows for Workgroups 3.11
or later, choose
Help message box appears, displaying the issue of the Getting
Started Guide that the software requires. The issue number
should match the issue number on the cover of this book.
d. Choose the OK button.
from the Help menu. The Version Information message
About Help
from the Help menu. The About
Introduction
User Responsibilities
Before using the PassageWay Service Provider, you should be familiar with
basic Windows functions and procedures. If not, consult your
Windows User's Guide
.
Microsoft
You also may need to contact your PC vendor for information on configuring
your PC to meet the PassageWay Service Provider 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 Lucent telephones specifically designed to
work with the PARTNER system. These telephones include the
PARTNER-34D, PARTNER Endeavor-34D, MLS-34D, PARTNER-18D,
PARTNER-18, PARTNER Endeavor-18D, PARTNER Endeavor-18,
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.
®
, PARTNER-6, PARTNER Endeavor-6,
Text you should enter appears
Commands, values, instructions, and prompts that appear on the
in this style of type
.
screen are in this style of type.
Components of dialog boxes (such as boxes) appear
.
type
Key names that are always located on the keyboard in the same place
in this style of
appear in all capital letters (for example, ENTER).
Key combinations (holding down one key while pressing another key)
are connected with a “+” (for example, SHIFT+TAB).
1-5
Introduction
Only active windows are displayed.
The terms
Throughout this guide, the term
option buttons
and
radio buttons
PARTNER
refer to the same object.
refers to all versions of the
following systems:
PARTNER Advanced Communications System (ACS)
PARTNER Endeavor
PARTNER II
PARTNER Plus
PARTNER
Getting Help
If you have questions about or problems with the PassageWay Service
Provider that this guide does not resolve, call the Lucent Technologies
National Customer Care Center at 1 800 628-2888 or your local Authorized
Dealer.
1-6
Installing and Configuring the PassageWay Service Provider
Overview
This chapter provides the procedures for installing and configuring the
PassageWay Service Provider.
NOTE:
The appearance of dialog boxes and message boxes in this chapter
may differ from the dialog boxes and message boxes that appear on
your system, depending on the operating system you are using (that is,
Windows NT 4.0 or later, Windows 95, or Windows 3.1 or later).
2
2-1
Installing and Configuring the PassageWay
Service Provider
New PassageWay Service Provider Users
This section applies to new PassageWay Service Provider users. If you have
an existing version of the PassageWay Service Provider or PassageWay
Solution, proceed to the next section, “Upgrading the PassageWay Service
Provider or PassageWay Solution.”
If you are a new PassageWay Service Provider user, perform the following
steps:
1. Read the section “PassageWay Service Provider Components” to
make sure that you have all of the PassageWay Service Provider
components.
2. Read the section “PassageWay Service Provider Requirements” to
make sure that you have the required hardware and software to run
the PassageWay Service Provider.
3. Read the section “Before You Begin” to make sure that you have the
necessary information to set up the PassageWay Service Provider.
4. Connect your PassageWay adapter to your PC and your telephone by
performing the procedures in the section “Installing the PassageWay
Adapter.”
5. Install the PassageWay Service Provider by performing the
procedures in the section “Installing the Software.”
2-2
Installing and Configuring the PassageWay
Service Provider
Upgrading the PassageWay Service Provider or PassageWay Solution
This section applies to users who have an earlier version of the PassageWay
Service Provider or PassageWay Solution installed. If you do not have an
existing version of the PassageWay Service Provider or PassageWay Solution
installed, refer to the previous section, “New PassageWay Service Provider
Users.”
If you have an earlier version of the PassageWay Service Provider software or
PassageWay Solution installed on your PC, perform the following steps:
1. Read the section “PassageWay Service Provider Components” to
make sure that you have all of the PassageWay Service Provider
components.
2. Read the section “PassageWay Service Provider Requirements” to
make sure that you have the required hardware and software to run
the PassageWay Service Provider.
3. Read the section “Before You Begin” to make sure that you have the
necessary information to set up the PassageWay Service Provider.
4. Install the PassageWay Service Provider by performing the
procedures in the section “Installing the Software.”
2-3
Installing and Configuring the PassageWay
Service Provider
PassageWay Service Provider Components
The PassageWay Service Provider consists of the following components:
software
the PassageWay adapter
The PassageWay adapter provides an interface between your
telephone and an available serial (COM) port on your PC by
connecting to the following objects:
the Line jack on your telephone
the wall jack in your office
the serial port on your PC
Figure 2-1 shows the components of the PassageWay adapter.
a 9-pin to 25-pin adapter for personal computers that have 9-pin serial
ports
2-4
a 7-foot, 2-pair, modular phone cord (D4BU)
This modular phone cord connects your PassageWay adapter to your
telephone.
this guide
Installing and Configuring the PassageWay
Service Provider
LED
Phone
Line
Modular
Jacks
DB-25
Connector
Figure 2-1. Components of the PassageWay Adapter
2-5
Installing and Configuring the PassageWay
Service Provider
PassageWay Service Provider Requirements
The PassageWay Service Provider requires the hardware and software listed
below. Install the required hardware and software before installing the
PassageWay Service Provider software. Note that system performance may
be adversely affected by lower system speeds and lower memory capacities.
an IBM-PC compatible or PS/2®-compatible PC with the following
hardware:
an 80386 or higher processor
an available serial port
a minimum of 4 MB of RAM
a 3.5-inch, 1.44-MB, high-density diskette drive
a hard disk with at least 4 MB of space available
a VGA or better monitor
2-6
a Windows-compatible pointing device (a mouse or trackball is
recommended)
NOTE:
You must have an available serial port in your PC that is
dedicated to the PassageWay Service Provider. The
PassageWay Service Provider cannot share a serial port with
other devices.
If all the serial ports in your PC are already in use, you must
purchase an additional serial port or free up an existing serial
port to use with the PassageWay Service Provider. Consult
Appendix A for more information on choosing a suitable serial
port for the PassageWay Service Provider.
Installing and Configuring the PassageWay
Service Provider
any of the following operating systems:
NOTE:
Only English (United States) is supported.
Microsoft Windows 3.1 or later
Microsoft Windows for Workgroups 3.11 or later
NOTE:
Throughout this document, the phrase
used to refer to Windows 3.1 or later and Windows for
Workgroups 3.11 or later.
Microsoft Windows 95
Microsoft Windows NT Server 4.0 or later or Microsoft Windows NT
Workstation 4.0 or later
a system or standard telephone connected to a PARTNER system that
is configured and operating properly.
Windows 3.1 or later
is
NOTE:
A complete list of all the telephones supported by the
PassageWay Service Provider is provided in the PassageWay
Configurator software.
2-7
Installing and Configuring the PassageWay
Service Provider
The PassageWay Service Provider operates with all versions of the
following PARTNER systems:
PARTNER ACS
PARTNER Endeavor
PARTNER II
PARTNER Plus
PARTNER
NOTE:
Throughout this document, the term
all of the systems listed above.
For caller ID capabilities, you must have:
a PARTNER ACS, a PARTNER Endeavor, or a PARTNER II Release
3.0 or later system. A PARTNER ACS will provide caller ID (if
available) for all outside lines connected to the control unit, a 206EC
module, or a 400EC module. A PARTNER Endeavor will provide
caller ID (if available) for all outside lines connected to the control
unit or a 362EC module. A PARTNER II Release 3.0 or later system
will provide caller ID (if available) for all outside lines connected to a
206EC module or a 400EC module.
PARTNER
is used to refer to
2-8
outside lines subscribed to caller ID from your local telephone
company.
a system telephone that has a display and a Caller ID Inspect
button programmed. The Caller ID Inspect button is a display
feature button that shows you call-related information for an
incoming call when you are already active on a call.
Installing and Configuring the PassageWay
Service Provider
Before You Begin
Before installing the PassageWay Service Provider, you also must know the
following information:
the version and release of the PARTNER system your company has (for
example, PARTNER ACS R2.0)
the type of telephone you have
the extension number of your telephone
the location and telephone number of each outside line button on your
telephone
the location of feature buttons on your telephone
the number of the COM port (for example, COM1, COM2, COM3,
COM4, etc.) to which you are connecting the serial cord from the
PassageWay adapter. (PassageWay supports up to COM9.)
NOTE:
If your PARTNER system supports caller ID and you have a
system telephone, you should have a Caller ID Inspect button
programmed on your telephone. A Caller ID Inspect button
enables you to view caller ID information for an incoming call
while you are already active on another call. Without a Caller ID
Inspect button, the PassageWay Service Provider will present
caller ID information for the first call that starts ringing at your
telephone, but it will not provide caller ID information for any
other calls you receive while you are active on a call.
2-9
Installing and Configuring the PassageWay
Service Provider
Installing the PassageWay Adapter
This section describes how to connect the PassageWay adapter to your
telephone, your PC, and the line jack. The PassageWay adapter provides an
interface between the serial port on your PC and the Line jack on your
telephone, enabling you to access the PARTNER system from your PC. The
PassageWay adapter has a DB-25 connector for 25-pin serial ports. If you
have a 9-pin serial port on your PC, use the 9-pin to 25-pin adapter included
with PassageWay Solution to connect your PassageWay adapter to your serial
port.
NOTE:
Do not install the PassageWay adapter while you are active on a call.
To install the PassageWay adapter:
1. Turn off your PC.
2. Unplug the line cord from your telephone.
3. Connect the line cord to the jack labeled “Line” on the PassageWay
adapter (Figure 2-2).
2-10
Installing and Configuring the PassageWay
Service Provider
P
h
o
n
e
L
in
e
Line Cord
Figure 2-2. Connecting the Line Cord to the PassageWay Adapter
4. Determine the type of serial port (9 pin or 25 pin) you have on your
PC. If you have a 9-pin serial port, you will use the 9-pin to 25-pin
adapter.
5. Connect the DB-25 connector on the PassageWay adapter to the
serial (COM) port on your PC. If your PC has a 9-pin serial (COM)
port, connect the 9-pin to 25-pin adapter to the 9-pin serial (COM)
port, and then connect the PassageWay adapter to the 25-pin
connector on the 9-pin to 25-pin adapter.
2-11
Installing and Configuring the PassageWay
Service Provider
NOTE:
You can use an RS-232 cable to connect the adapter to the PC
if you do not want to connect the adapter directly to the PC.
6. Connect one end of the 7-foot, 2-pair, modular phone cord (D4BU) to
the jack labeled “Phone” on the PassageWay adapter (Figure 2-3).
Ph
on
e
L
in
e
Modular Phone
Cord (D4BU)
Figure 2-3. Connecting the Modular Phone Cord to the PassageWay
Adapter
2-12
Installing and Configuring the PassageWay
Service Provider
7. Connect the other end of the 7-foot, 2-pair, modular phone cord
(D4BU) to the Line jack on your telephone.
8. Check the LED on the PassageWay adapter. The LED is located next
to the Phone and Line jacks on the PassageWay adapter.
If the red LED is “on,” proceed to Step 9.
If the red LED is “off,” proceed to the section “PassageWay Adapter
LEDs” in Chapter 4.
9. Turn on your PC.
Now, proceed to “Installing the Software.”
2-13
Installing and Configuring the PassageWay
Service Provider
Installing the Software
This section describes how to install and configure the PassageWay Service
Provider. You can modify the PassageWay Service Provider configuration
information later by running the PassageWay Configurator.
NOTE:
If you have an earlier version of PassageWay Solution, you must exit
Connect or AT&TConnect (if it is running) before installing the new
PassageWay Service Provider.
To install the PassageWay Service Provider:
1. Start Windows (if it is not running already).
2. Shut down all telephony applications running on your PC.
3. If you have an earlier version of PassageWay Solution applications
(for example, AT&TCall, AT&TConnect, or AT&TBuzz) installed
already, perform one of the following steps:
2-14
If you do not want to run the earlier version of PassageWay Solution
applications again, delete the Connect icon or AT&TConnect icon
from your StartUp group (if present).
If you want to run the earlier version of PassageWay Solution
applications again, leave the Connect icon or AT&TConnect icon in
your StartUp group (if present). Be sure to install the PassageWay
Service Provider in the directory that contains the PassageWay
Solution applications. If you install the PassageWay Service Provider
in a different directory, you must manually change the properties of
the Connect icon or AT&TConnect icon in the StartUp group so that
it uses the new Connect application. (See your Windows User's
Guide to change the properties of an icon in the StartUp group.)
Installing and Configuring the PassageWay
Service Provider
4. If you are installing from diskette, insert diskette #1 of the
PassageWay Service Provider software into the diskette drive of your
PC.
If you are installing from CD-ROM, insert the CD-ROM of the
PassageWay Service Provider into the CD-ROM drive of your PC.
If you are installing from a shared directory on a network server,
proceed to Step 5.
5. Perform one of the following steps:
If you have Windows 95 or Windows NT 4.0 or later:
a. From the Task Bar, click on the Start button.
The Start menu appears.
b. Select Run.
The Run dialog box appears.
If you have Windows 3.1 or later, select Run from the File menu of
Program Manager. The Run dialog box appears.
6. Depending on whether you are installing from a diskette, CD-ROM, or
a shared directory, perform one of the following steps:
If the diskette is in drive A, type
box, and choose the OK button. If the diskette is in drive B, type
b:\setup
If the CD-ROM is in drive D, type
box, and choose the OK button.
If you are installing from a shared directory, type the shared
directory path (including the drive letter) provided by your Network
Administrator and
OK button.
The PassageWay for PARTNER Service Provider Setup dialog box is
displayed.
in the Command Line box, and choose the OK button.
in the Command Line box, and choose the
setup
a:\setup
d:\setup
in the Command Line
in the Command Line
2-15
Installing and Configuring the PassageWay
Service Provider
7. Choose the Next button.
The Select Destination Directory dialog box appears. This dialog box
displays the name of the directory where the PassageWay Service
Provider software will be installed by default.
8. If the default directory is unacceptable, choose the Browse button
and specify an alternative directory. Otherwise, proceed to Step 9.
9. Choose the Next button.
If you are using Windows 95 or Windows NT 4.0 or later, the Select
App Folder dialog box appears. This dialog box displays the name of
the application folder to which the PassageWay Service Provider
icons will be added. Proceed to Step 10.
If you are using Windows 3.1 or later, the Select ProgMan Group
dialog box appears. This dialog box displays the name of the
Program Manager group to which the PassageWay Service Provider
icons will be added. Proceed to Step 10.
10. If the default application folder (for Windows 95 and Windows NT 4.0
or later) or program group (for Windows 3.1 or later) is unacceptable,
enter the name of the new folder or group to be created or select an
existing folder or group. Otherwise, proceed to Step 11.
11. Choose the Next button.
The Ready to Install dialog box appears.
12. Choose the Next button.
The installation program copies files from the source diskette or CD-
ROM to the destination directory. The installation program displays a
message box to inform you of its status as it installs files.
If you are installing from diskette, insert the requested diskette into
the PC when prompted, and choose the OK button.
2-16
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