Mitel 6510 UMS Service Manual

SERVER CONFIGURATION GUIDE Draft
NOTICE
The information contained in this document is believed to be accurate in all respects but is not warranted by Mitel Networks Corporation (MITEL®). The information is subject to change without notice and should not be construed in any way as a commitment by Mitel or any of its affiliates or subsidiaries. Mitel and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes.
No part of this document can be reproduced or transmitted in any form or by any means - electronic or mechanical - for any purpose without written permission from Mitel Networks Corporation.
COPYRIGHT
6510 Unified Messaging Server Configuration Guide
Release 1.1 January 2003
®,™ Trademark of MITEL Networks Corporation ©Copyright 2003, MITEL Networks Corporation All rights reserved
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Table of Contents
About This Guide 9
Document Overview 10
Intended Audience 10 Before You Begin 10 Conventions 10 Contacting Mitel Networks™ 11
CHAPTER 1
What is 6510 UM? 14 Before You Begin 14 Basic System Maintenance 14 Questions and Answers 14 Problem Reporting 15
CHAPTER 2
Introduction to Server Configuration 13
Configuring the 6510 UM Server 17
Logging on to 6510 UM 18
Navigating the Administration Console 19 Using the Toolbar Buttons 25 Using the Scroll Buttons 27
CHAPTER 3
Maintaining the Configuration Files 29
Overview 30
Maintaining Configuration Settings 30 Advanced Settings Configuration 32 Custom Interface Settings 35 Dealer Info Configuration 36 Device Management Configuration 38 Device Management Settings 50 Fax Settings Configuration 51 Global Parameters Configuration 54 Log Settings Configuration 57 SMTP Settings Configuration 58
6510 UM Server Configuration Guide 3
Table of Contents
MSS Settings Configuration 59 Remote Site Settings Configuration 60 Reorg Settings Configuration 62 User Manager Settings Configuration 63 Voice Board Settings Configuration 65
CHAPTER 4
Maintaining a PBX 69
Overview 70
Using the Toolbar Buttons 70 To Add a New PBX Template 71 Modifying the PBX 72 Specifying Area Code Rules 104
CHAPTER 5
Maintaining a Company 109
Overview 110
Displaying Summary Information 110 Using the Toolbar Buttons 112 Opening a Company 114 Creating a Company 114 Creating a Key Mapping Sub Menu 131 Configuring the Send Message Menu 133 Creating a Distribution List 136 Adding an AMIS Site 138 Adding a VPIM Site 138 Using AMIS 144 Using Unilingual and Multilingual Mode 151 Examples for Configuring Multi-Tenanting 165
CHAPTER 6
Maintaining Mailboxes 173
Overview 174
Displaying Summary Information 174 Opening a Mailbox 174
4 6510 UM Server Configuration Guide
Table of Contents
Using the Toolbar Buttons 175 Creating a Mailbox 176 Creating a Folder 184 Specifying the Transfer Options 189 Specifying Notification Addresses 200 Editing a Mailbox 225 Deleting a Mailbox 225
CHAPTER 7
Maintaining a Feature Group 227
Overview 228
Opening a Feature Group 228 Using the Toolbar Buttons 229 Creating a Feature Group 230 Notifying the User 237 Specifying LAP 238 Editing a Feature Group 251 Deleting a Feature Group 252
CHAPTER 8
Maintaining a Remote Site 253
Overview 254
Understanding Networking 254 Using the Toolbar Buttons 255 Configuring the Server for Networking 256 Adding a Remote Site 256
CHAPTER 9
Maintaining a Routing Table 273
Overview 274
Using the Toolbar Buttons 274 Opening the Routing Table 275 Creating a Caller ID 276 Edit a Routing Table 290 Deleting a Routing Table 290
6510 UM Server Configuration Guide 5
Table of Contents
CHAPTER 10 Maintaining a Voice Menu 291
Overview 292
Using the Toolbar Buttons 292 Opening a Voice Menu 293 Adding a Voice Menu 294 Changing a Voice Menu 302 Deleting a Voice Menu 302 Adding a Sub Menu 304
CHAPTER 11
Customizing a Mailbox 307
Overview 308
Using the Toolbar Buttons 308 Creating a Customized Mailbox 309 Specifying Control Keys 313
CHAPTER 12
Performing Supervisor Functions 317
Overview 318
Accessing the Supervisor Menu 318
CHAPTER 13
VPIM Tools Overview 328 Web Report Overview 347 Starting Web Report 347 Creating a Custom MMC Snap-In 361
Optional Modules 327
Appendix A
System Prompts 365
Appendix B
Voice Menu 387
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Table of Contents
Appendix C
PBX Template 393
Appendix D
Voice Menu: DTMF Key Parameters 395
Appendix E
Customize Mailbox: DTMF Key Parameters 411
Appendix F
Control Keys 423
APPENDIX G
Worksheets 429
Index 447
6510 UM Server Configuration Guide 7
Table of Contents
8 6510 UM Server Configuration Guide

About This Guide

In This Chapter...
Document Overview on page 10 Intended Audience on page 10 Before You Begin on page 10 Conventions on page 10 Contacting Mitel Networks on page 11
6510 UM Server Configuration Guide 9
About This Guide

Document Overview

This guide provides detailed instructions on configuring the 6510 UM server after you have installed the software. Detailed information is provided on modifying the PBX, creating a company, mailboxes, and feature groups. In addition, this document also contains information on setting the different configuration parameters.
Note: Some screen captures in this document may not reflect the Mitel Networks™ 6510 UM software exactly. All screens will be updated in the next release of the 6510 UM documentation.

Intended Audience

This guide is intended for anyone responsible for maintaining the 6510 UM server.

Before You Begin

Before you configure the 6510 UM system, make sure that you have read the Server Installation Guide.
This guide provides detailed instructions on installing 6510 Unified Messaging (UM) software.

Conventions

This guide contains three types of help:
Note: contains additional information about the task you are
performing.
Hint: contains an alternative method of performing the task or
offers a solution if you run into a problem.
Warning: contains critical information relating to the task.
10 6510 UM Server Configuration Guide
About This Guide

Contacting Mitel Networks

Contact us by mail at:
Mitel Networks Corporation
350 Legget Drive
Ottawa, ON K2K 2W7
Contact us by phone:
Tel: 613-592-2122
Fax: 613-592-4784
Contact us on the Web:
www.mitel.com
6510 UM Server Configuration Guide 11
About This Guide
12 6510 UM Server Configuration Guide

CHAPTER 1 Introduction to Server Configuration

In This Chapter . . .
What is 6510 UM? on page 14 Before You Begin on page 14 Basic System Maintenance on page 14 Problem Reporting on page 15
6510 UM Server Configuration Guide
Introduction to Server Configuration

What is 6510 UM?

6510 UM is a voice processing system that functions with the existing telephone system to enhance an organization's overall telecommunications environment.
6510 UM acts as a unified messaging solution offering call and voice messaging control from the user's desktop PC. System Administrative functions may also be performed either by using a touchtone telephone or the Windows interface from the Voice Mail server.

Before You Begin

The Supervisor plays a key role in the everyday operation of the 6510 UM. It is important that the Supervisor understands at least the basics of how 6510 UM operates. The Supervisor should be familiar with all features available to users and completely understand the User Guide before covering the material in this manual.

Basic System Maintenance

The Supervisor performs a key role in the operation of 6510 UM. The following are some examples of the basic duties as a Supervisor:
Add a new user to the 6510 UM system
Record an audiotex announcement
Generate reports showing basic system administration such as call
counts, port use, message counts
Understand how to record the system greetings

Questions and Answers

The Supervisor is responsible for answering questions from users and having a working knowledge of how the system operates. The Supervisor will also help new or inexperienced users become accustomed to using the system. Answers can be found in a variety of sources, including the following documentation:
Server Installation Guide
Server Configuration Guide
14 6510 UM Server Configuration Guide
Introduction to Server Configuration
Client Application Installation Guide
Client Application User Guide
Phone User Guide

Problem Reporting

In the event that a user or caller reports a problem with the system, the Supervisor and/or the vendor's technical personnel work to determine the cause of, and the solution to the problem. The cause of a problem may be one or more of the following:
User error
Insufficient training
Incorrect system configuration
Faulty hardware
Faulty software
The Supervisor plays a central role in separating those issues that can be addressed within the organization (for example, training or user error), and those issues that need to be addressed by the vendor's technical personnel. A complete description of the situation is vital in determining the problem and the solution. Information should be gathered regarding when the situation occurred, who was involved (caller and/or User), what occurred, and how the system was being used at the time.
6510 UM Server Configuration Guide 15
Introduction to Server Configuration
16 6510 UM Server Configuration Guide

CHAPTER 2 Configuring the 6510 UM Server

In This Chapter . . .
Logging on to 6510 UM on page 18 Navigating the Administration Console on page 19 Using the Toolbar Buttons on page 25 Using the Scroll Buttons on page 27
6510 UM Server Configuration Guide
Configuring the 6510 UM Server

Logging on to 6510 UM

Before you can configure the system, you must log in. Make sure that you have a valid user name and password.
To log on to 6510 UM:
1. Click Start>Programs>Mitel Networks 6510 UM>6510Admin.
Note: You can also double-click the 6510Admin icon on the
desktop.
2. The Login Information dialog appears.
3. In the User Name field, enter your user name.
4. In the Password field, enter your password.
Note: The default user name is Administrator.
The default password is 1111.
The password is not case sensitive.
5. From the UM Server Name (IP Address) drop-down list, enter the IP
address or the name of a remote computer that you want to access and click OK. You may also click Browse to search for a remote computer.
6. The Administration Console of the remote computer appears.
18 6510 UM Server Configuration Guide
Configuring the 6510 UM Server

Navigating the Administration Console

The Administrative Console allows you to configure, add, modify and delete information on the PBX, Company, Mailboxes, Feature Groups, Call Routing Table, Voice Menus and Customized Mailboxes. You can also specify the system configuration settings for both the voice mail and optional applications such as external add-on devices and maintenance utilities.
Viewing an Item’s Properties
Each component has one or more items associated with it. For example, highlighting the Mailbox displays all mailboxes associated with that company. By highlighting a mailbox and right-clicking the mouse, you can either delete an individual mailbox or display its properties.
To view and delete properties:
1. Highlight the component from the Administration Console.
2. Highlight an item and right-click. The All Tasks drop menu appears.
3. Click All Tasks. The following drop-down menu appears.
6510 UM Server Configuration Guide 19
Configuring the 6510 UM Server
Using the Action Drop-down List
The Action drop-down list allows you to perform particular tasks based on where you are in the program. For example, if you highlight the PBX and click Action, you can perform various tasks, including displaying information about the PBX and software, or creating a new company.
20 6510 UM Server Configuration Guide
Configuring the 6510 UM Server
You can also display this menu by selecting an option and clicking the right mouse button.
6510 UM Server Configuration Guide 21
Configuring the 6510 UM Server
Modifying Columns
You can change how 6510 UM displays information on the screen.
To change the display:
1. In the 6510 Admin, right-click 6510 Unified Messaging, select
View>Choose Columns. The Modify Columns dialog appears.
2. To hide a displayed pane, highlight it in the Displayed panes and click
Remove.
Note: You cannot remove the PBX Number column.
3. To display a hidden pane, highlight it in the Hidden panes and click Add.
4. To change the order of the columns, highlight the column and click
Move Up or Move Down.
5. To cancel all of your changes, click Reset.
22 6510 UM Server Configuration Guide
Configuring the 6510 UM Server
Selecting a Language
6510 UM allows you to change the language of the information displayed on the Administration Console.
Note: The 6510 UM Administrator supports English and Spanish.
To change the language:
1. Click Language. The Language drop-down menu appears.
2. Select a language. The system changes the Administration Console to the
language you have selected.
Displaying Contact Information
You can display the 6510 UM version information by highlighting the PBX and clicking Action>About.
The screen also displays the contact information that you enter in the Dealer Info section. For more information, refer to Appendix C – Configuration Settings.
6510 UM Server Configuration Guide 23
Configuring the 6510 UM Server
Connecting to a Remote Server
The 6510 Unified Messaging system allows you to connect to a remote server from within the system itself. This is useful if you want to connect to a remote system from within your voicemail system.
To connect to a remote server:
1. In the 6510 Admin, right-click 6510 Unified Messaging and select
Connect to. The Connect dialog appears.
2. From the UM Server Name (IP Address) drop-down list, enter the IP
address or the name of a remote computer you want to access and click OK.
Exporting the List
This function is part of the Microsoft Management Console. For more information, refer to the product documentation.
Refreshing the Display
At any time during your 6510 Administration session, you can refresh your screen to display the most updated settings.
1. In the 6510 Admin, click Action>Refresh. The screen refreshes to show
the most updated settings.
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Configuring the 6510 UM Server
Changing the Display
You can change the screen display for any 6510 UM component from two panes (the default setting) to one pane.
Note: The Administration Console defaults to a two pane display.
To change the display
1. Highlight a component.
2. Click Show/Hide Console Tree/Favorites button. 6510 UM displays
information about the component in a single pane.

Using the Toolbar Buttons

There are 15 buttons that allow you to perform various tasks within the Administration Console.
Button Name Function
Backward Move backwards through the
components that you have used
Forward Move forward through the
components that you have used
Up One Level Up the tree by one level
Show/Hide Console Tree/ Favorites
Refresh Refreshes the display
Export List This function is part of the Microsoft
Help Displays the Administrator help
Add New Mailbox Adds a new mailbox
Changes the display from two panes (the default setting) to one pane.
Management Console. For more information, refer to the product documentation.
contents.
6510 UM Server Configuration Guide 25
Configuring the 6510 UM Server
Add New Feature Group
Add New AMIS Adds a new remote site
Add New Voice Menu Adds a new Voice Menu
Add New Customize Mailbox
Open Opens a Mailbox, feature Group,
Delete Deletes a Mailbox, Feature Group,
Add Range Creates a range of mailboxes
Adds a new Feature Group
Adds a new customized mailbox
Remote Site, Routing Table, Voice Menu, or Customize Mailbox
Voice Menu, Remote Site, and Customized Mailbox.
26 6510 UM Server Configuration Guide
Configuring the 6510 UM Server

Using the Scroll Buttons

Scroll buttons are used throughout 6510 UM to scroll through existing records. Clicking a scroll button selects the record and makes it current.
Scroll buttons can be found in the Company, Mailbox, Feature Group, Remote Site, Routing Table, Voice Menu, and Customize Mailbox components.
Button Name Function
First Record Scrolls to the first record
Previous Record Scrolls to the previous record
Next Record Scrolls to the next record
Last Record Scrolls to the last record
6510 UM Server Configuration Guide 27
Configuring the 6510 UM Server
28 6510 UM Server Configuration Guide

CHAPTER 3 Maintaining the Configuration Files

In This Chapter . . .
Overview on page 30 Advanced Settings Configuration on page 32 Custom Interface Settings on page 35 Dealer Info Configuration on page 36 Device Management Configuration on page 38 Fax Settings Configuration on page 51 Global Parameters Configuration on page 54 Log Settings Configuration on page 57 SMTP Settings Configuration on page 58 MSS Settings Configuration on page 59 Remote Site Settings Configuration on page 60 Reorg Settings Configuration on page 62 User Manager Settings Configuration on page 63 Voice Board Settings Configuration on page 65
6510 UM Server Configuration Guide
Maintaining Configuration Files

Overview

Configuration tables contain system configuration settings for optional applications such as speech, fax, e-mail configuration, external add-on devices, maintenance & unified messaging.
After the software has been installed, the configuration will display the configuration settings. You can then modify or fine-tune these default settings.

Maintaining Configuration Settings

The 6510 UM Administrator has 12 types of configuration settings.
Configuration Function
Advanced Specifies advance settings such as fine tune board settings,
turning logs on or off for debugging, speech configuration, date format, path for the system, and other options activation.
Custom Interface Settings
Dealer Info Specifies the installing dealer information.
Allows the configuration of custom interface settings, enabling the integration of a third party database.
Device Management
Device Management Settings
Fax Settings Specifies fax on demand and fax mail settings
Global Specifies the Global Parameters settings.
Log Specifies report logging on all the system components
SMTP Allows the configuration of the Simple Mail Transfer Protocol
MSS Allows the configuration of your voicemail system for MSS
Remote Site Setting
Reorg Allows the specifying of the time when the reorg function is to
30 6510 UM Server Configuration Guide
Third party devices connect to the COM port such as Caller ID boxes, SMDI, LAP, or CTI devices.
Allows you to configure device settings that are added.
settings.
support.
Specified both AMIS & VPIM settings
run.
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