Nortel ICS, Norstar ICS Remote Tools, ICSRT User Manual

Norstar ICS Remote Tools User Guide

NRU version 11

© Copyright Nortel Networks, 2004 Norstar and Meridian are trademarks of Nortel Networks. Microsoft, MS-DOS, Windows and Excel are registered trademarks of Microsoft Corporation in the United States and other countries. InstallShield is a registered trademark of InstallShield Corporation. Published in Canada

N0004999 01

Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

How this guide is organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

What is ICSRT? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Getting a Quick Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Acronyms used in this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

How to get help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 1

Understanding remote management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Process map: Managing a Norstar system with ICSRT . . . . . . . . . . . . . . . . . . . . . . . . 15

Connection hardware requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Explaining RAD connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Remote system management using ICSRT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Gathering information before you start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Connecting remotely to a Norstar system . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Connecting to a Norstar system attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Connecting directly to the Norstar system . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 2

Setting up ICS Remote Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Setting up your computer for ICSRT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Computer hardware requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Modem settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

ICSRT performance tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Removing ICSRT from your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

ICSRT error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Shutting down your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Installing the ICSRT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 3

Setting up customers in ICSRT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Using ICSRT databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Creating a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Moving between databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Copying a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Deleting a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Setting up a multi-user database on a LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Using ICSRT in multi-user mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Creating a customer record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

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Editing customer records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Copying customer records to create new records . . . . . . . . . . . . . . . . . . . . . 47

Viewing customer records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Deleting customer records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Quitting the Customer Info screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Chapter 4

Connecting to a Norstar system from ICSRT . . . . . . . . . . . . . . . . . . . . . . . 51

Connecting to a Norstar system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Connecting manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Connecting through a customer record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Chapter 5

Understanding the Remote Set tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Explaining the Remote Set tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Accessing the Remote Set tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Remote Set tool command buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Using the keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Remote Set tool restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Chapter 6

Understanding the Browser tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Understanding the Browser tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Accessing the Browser tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Understanding the Browser window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Moving through the navigation tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Navigation tree icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Using command buttons in the right pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Programming the time and date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Using the task bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Using the task bar buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Viewing recent programming changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Examining the Browser navigation tree menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Comparing the Browser tool with set-based programming . . . . . . . . . . . . . . . . . . 72

Expanded navigation tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Troubleshooting the Browser window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Refreshing an invalid navigation tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Warning messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Feature messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Recovering from a lost connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Non-fatal error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

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Fatal error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Chapter 7

Using Workbooks and off-line programming . . . . . . . . . . . . . . . . . . . . . . . 83

Understanding workbooks and off-line programming . . . . . . . . . . . . . . . . . . . . . . . . . 84

Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Configuring a workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Accessing an assigned workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Configuring the Workbook parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Programming a system using a workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Using the workbook for programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Programming an existing system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Creating and using an update workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Acquiring information from a programmed system . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Working with programming and acquisition errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Using the OLP Error dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Changing the property settings for the workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Understanding the About ICS Workbook dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Troubleshooting worksheet data transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

CAP/KIM is not programmed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

There is an overflow of data during an Norstar system acquisition . . . . . . . 105

Field data transfer error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

User preference buttons do not match . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Chapter 8

Backing up and restoring Norstar data . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Backing up data with ICSRT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Restoring data with ICSRT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Starting the Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Scheduling backups or restores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Exiting Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Troubleshooting with Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Understanding the job queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Removing a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Updating the jobs in Job Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Viewing a submitted job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Backing up data with the Backup Restore tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Restoring data with the Backup Restore tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Chapter 9

Troubleshooting the ICS Remote Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Setting up a RAD alarm center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

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RAD alarm codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

The Debug tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Appendix A

Connecting a modem. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Hardware required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Modem specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Preparing the remote modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Sample configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Installing remote equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

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Figures

Figure 1 Connecting through a dial-up modem . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Figure 2 Connecting through a PSTN line to the system attendant . . . . . . . . . . . . 18

Figure 3 Connecting directly to the RAD using a serial cable . . . . . . . . . . . . . . . . 19

Figure 4 Pinouts for direct connect, RAD to computer . . . . . . . . . . . . . . . . . . . . . . 19

Figure 5 Pinouts for direct connect, Global RAD to computer . . . . . . . . . . . . . . . . 20

Figure 6 ICSRT database folder contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Figure 7 Installation Welcome screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Figure 8 Remove Programs From Your Computer screen check . . . . . . . . . . . . . . 30

Figure 9 Choose Destination Location screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Figure 10 Select Program Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Figure 11 Select Install Components screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Figure 12 Confirm settings before copying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Figure 13 Successful installation dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Figure 14 Customer Info screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Figure 15 Windows Open screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Figure 16 Customer Info opens in default database . . . . . . . . . . . . . . . . . . . . . . . . . 41

Figure 17 ICSRT Customer Info screen with Programming tools in background . . . 42

Figure 18 Add Customer Information screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Figure 19 Customer information on Customer Info screen . . . . . . . . . . . . . . . . . . . . 45

Figure 20 Editing customer information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Figure 21 Copy customer information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Figure 22 View customer information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Figure 23 Connection Properties default dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Figure 24 Connection Properties screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Figure 25 ICSRT Remote Set tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Figure 26 M7310 Remote set screen display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Figure 27 M7324 Remote set screen display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Figure 28 F1 keyboard mapping list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Figure 29 ICSRT Browser tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Figure 30 Browser main screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Figure 31 Expanded Line menu and data in right pane . . . . . . . . . . . . . . . . . . . . . . 66

Figure 32 Expanded Line menu and data in right pane . . . . . . . . . . . . . . . . . . . . . . 67

Figure 33 Copy button with dialog box cue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Figure 34 Copy dialog box for DNs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Figure 35 Time & date dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Figure 36 Changing position using the top bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Figure 37 Setting speed dials using the label field . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Figure 38 ICSRT configuration tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Figure 39 Windows Open screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Figure 40 Default Workbook listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

ICS Remote Tools User Guide

8 Figures

Figure 41 Workbook Configuration screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Figure 42 Select System Size dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Figure 43 Hardware screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Figure 44 Program ICS dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Figure 45 Program ICS and Connection Properties screens . . . . . . . . . . . . . . . . . . 93

Figure 46 For you information screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Figure 47 Windows Open screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Figure 48 Windows Open screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Figure 49 Acquire ICS screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Figure 50 Acquire ICS and Connection Properties screens . . . . . . . . . . . . . . . . . . . 98

Figure 51 OLP Errors dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Figure 52 OLP Settings dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Figure 53 About ICS Workbook dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Figure 54 ICSRT database backup folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Figure 55 Add/Submit Job screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Figure 56 Jobs in Queue screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Figure 57 View Job Info screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Figure 58 Maintaining manual backup files in the customer database . . . . . . . . . . 116

Figure 59 Backup and Restore screen, Backup tab . . . . . . . . . . . . . . . . . . . . . . . . 117

Figure 60 Renaming a scheduled backup file . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Figure 61 Backup and Restore screen, Restore tab . . . . . . . . . . . . . . . . . . . . . . . 119

Figure 62 Overview of how a RAD alarm center is set up . . . . . . . . . . . . . . . . . . . 121

Figure 63 Remote equipment installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

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Tables

Table 1 Customer and connection information . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Table 2 Connection Properties fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Table 3 Remote Set tool command buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Table 4 Navigation tree icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Table 5 Program ICS dialog box options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Table 6 Acquisition variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Table 7 OLP Error dialog fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Table 8 OLP Settings dialog box fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Table 9 OLP Settings dialog box fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Table 10 Add/Submit job fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Table 11 ICS and RAD alarm cross reference . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Table 12 ICSRT error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

ICS Remote Tools User Guide

10 Tables

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Preface

This guide is intended for administrators who want to centrally manage one or more Norstar systems from a computer remote to the system. The communication between the system and the remote computer is established by connecting a Remote Access Device (RAD) to the Norstar system, providing a way for the remote computer that is running ICS Remote Tools (ICSRT) to establish a programming connection to the Norstar system.

How this guide is organized

This guide is organized in the following sections:

• Application overview: Chapter 1, “Understanding remote management”, on page 15 provides an overview of remote management using ICSRT.

• Remote computer: Chapter 2, “Setting up ICS Remote Tools”, on page 25 provides computer parameters and how to install the application on your computer.

• Customer database: Chapter 3, “Setting up customers in ICSRT”, on page 35 describes how to set up customer records in the CustomerInfo database.

• Connecting to a system: Chapter 4, “Connecting to a Norstar system from ICSRT”, on page

51 provides a list of required information about the Norstar systems you want to connect to,

about the RAD, and about how the computer you are using is connected.

• Configuration tools:

— Chapter 5, “Understanding the Remote Set tool”, on page 55 provides information about

using the ICSRT Remote set tool.

— Chapter 6, “Understanding the Browser tool”, on page 63 provides information about

using the ICSRT Browser tool

— Chapter 7, “Using Workbooks and off-line programming”, on page 83 provides

information about using the ICSRT Workbooks

• Backup and Restore data: Chapter 8, “Backing up and restoring Norstar data”, on page 107 provides instructions about setting up a backup or restore, and how to schedule the system to automatically perform backups.

• Troubleshooting system operation: Chapter 9, “Troubleshooting the ICS Remote Tool”, on

page 121 provides instructions about dealing with error conditions, and using the Debug tool

under the guidance of your customer support.

ICS Remote Tools User Guide

12 Preface

What is ICSRT?

If you have older versions of Norstar systems, you may be familiar with the Norstar Manager application. The ICSRT replicates some functions of that application.

Warning: Data created through the Norstar Manager cannot be used by the ICSRT application. You need to re-enter all customer information through the ICSRT application.

ICSRT is a software package that assists you in administering, maintaining, and programming a Norstar ICS (Integrated Communications System). Ensure that you are familiar with Norstar programming before you attempt to use this application.

For those new to remote management, you can use ICSRT to:

• connect to a remote Norstar MICS or CICS system (version 2.0 or newer)

• set up records for each system in one or more databases

• program the system using one of three methods

• perform backup and restore activities, maintaining backup versions on your remote computer

• troubleshoot the ICSRT tools

Note: ICSRT system version compatibility

If you are managing systems that are running software earlier than version 2.0, ensure that you maintain a copy of Norstar Manager on your system to manage those systems.

Getting a Quick Start

If you were comfortable with using Norstar Manager and earlier versions of Norstar ICS Tools, you can refer to the ICS Remote Tools Quick Start Guide for a quick overview of the new elements of ICSRT.

For Norstar system and feature configuration details, refer to the MICS or CICS Installation Guides.

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Text conventions

This guide uses the following text conventions:

Preface 13

angle brackets (< >), italic text

angle brackets (< >), bold text

bold Courier text

italic text Indicates book and chapter titles

plain Courier text

FEATURE HOLD RELEASE

Indicates that you choose the text to enter based on the description inside the brackets. Do not type the brackets when entering the command.

Example: If the command syntax is: ping you enter: ping 192.32.10.12

Indicates a keyboard command key, such as <Enter> or <Ctrl>.

Indicates command names and options and text that you need to enter. Example: Use the dinfo command. Example: Enter show ip {alerts|routes}.

Indicates command syntax and system output, for example, prompts and system messages.

Example: Set Trap Monitor Filters

Indicates that you press the button with the coordinating icon on whichever set you are using.

Acronyms used in this guide

<ip_address>

This guide uses the following acronyms:

CICS Compact ICS

ICS Integrated Communications System

ICSRT ICS Remote Tool

KSU Key Service Unit

MICS Modular ICS

NRU Norstar Remote Utilities

RAD Remote Access Device (RAD, Global RAD, FastRAD, IRAD)

ICS Remote Tools User Guide

14 Preface

How to get help

USA and Canada

Authorized Distributors - ITAS Technical Support

Telephone:

1-800-4NORTEL (1-800-466-7835) If you already have a PIN Code, you can enter Express Routing Code (ERC) 196#. If you do not yet have a PIN Code, or for general questions and first line support, you can enter ERC 338#.

Website:

http://www.nortelnetworks.com/support

Presales Support (CSAN)

Telephone:

1-800-4NORTEL (1-800-466-7835) Use Express Routing Code (ERC) 1063#

EMEA (Europe, Middle East, Africa)

Technical Support - CTAS

Telephone:

* European Freephone 00800 800 89009

European Alternative/ United Kingdom +44 (0)870-907-9009 Africa +27-11-808-4000 Israel 800-945-9779

* Note: Calls are not free from all countries in Europe, Middle East or Africa

Fax:

44-191-555-7980

email:

emeahelp@nortelnetworks.com

CALA (Caribbean & Latin America)

Technical Support - CTAS

Telephone: 1-954-858-7777

email: csrmgmt@nortelnetworks.com

APAC (Asia Pacific)

Technical Support - CTAS

Telephone: +61 388664627

Fax: +61 388664644

email: asia_support@nortelnetworks.com

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Chapter 1 Understanding remote management

This chapter provides an overview of the process of using the ICS Remote Tool (ICSRT) for remote system management. The following information is provided in this chapter:

• “Process map: Managing a Norstar system with ICSRT” on page 15

• “Connection hardware requirements” on page 16

• “Remote system management using ICSRT” on page 20

Process map: Managing a Norstar system with ICSRT

The Norstar system you want to manage has a RAD or an I-RAD installed and configured.

Determine your computer-to-RAD connection, and install the connection on your computer.

Install ICSRT on your computer.

Create a database folder for the customer information if you do not want to use the default location.

Enter the customer information and set up connection information in the Customer Info screen.

Ensure your connection

Can you connect?

Yes

Perform the ICSRT task that you require. For configuration, refer to “Understanding the Remote Set tool” on page 55, “Understanding

the Browser tool” on page 63, or “Using Workbooks and off-line programming” on page 83.

For data maintenance, refer to “Backing up and restoring Norstar data” on page 107

settings are correct. Check the hardware.

If there are multiple computers with ICSRT users, set up the database on a server, and point each computer to that position.

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16 Chapter 1 Understanding remote management

Connection hardware requirements

Before you can use the ICSRT to configure remote systems, you must install a RAD (MICS), or use a software key to activate the Internal-RAD (CICS) on the systems that you want to manage.

The RAD Installation Guide provides details about the RAD module and how to physically connect it to the Norstar system and to the remote computer. The CICS Programming and Installation Guide explains how to configure an I-RAD.

Explaining RAD connections

There are three ways to connect to a RAD from your computer.

If you are managing a number of systems, you could have more than one type of connection. For instance, if your computer is co-located with a system, you could use a serial cable in a direct connection. If another system is located in another building or too far away for a serial cable, you might set up a remote connection. You also might be managing another system that has high security requirements, so that you need to be verified by a central operator before you connect, so you would need to set up an operator-assisted connection to that system.

The three connection methods are:

• remote: through a dial-up modem and auto-answer line on Norstar system (Figure 1)

• operator or auto attendant-assisted: through a dial-up modem that calls a system operator or auto attendant (

Note: Operator-assisted connections do not support the scheduled backup and restore operations.

• direct: through a serial cable directly to the RAD (Figure 3)

Figure 2)

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Connecting remotely to a Norstar system

With this configuration, your computer connects to the RAD by using a dial-up modem and a dial-up connection to an auto-answered line on the Norstar system.

When you click on the Connect button on an ICSRT Connection Properties screen that is correctly set for Remote connection ( Norstar system using the modem. The line your computer dials through is set up on the Norstar system so that the RAD answers after a specified number of rings. When the RAD answers, ICSRT transmits the RAD password, which is entered on the connection record. If the RAD recognizes the password, the connection occurs.

Figure 1 Connecting through a dial-up modem

“Connecting to a Norstar system” on page 51), your computer dials the

Chapter 1 Understanding remote management 17

Remote computer

RAD

RS-232 cable

Norstar system

Unsupervised line

Dial-up connection

Modem

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18 Chapter 1 Understanding remote management

Connecting to a Norstar system attendant

If you want an operator or auto-attendant to direct ICSRT calls to the RAD, you can use the same hardware configuration as you use for the remote connection. However, with this connection, the modem is connected to a supervised line that directly dials the attendant or auto attendant, so you also need to attach an analog telephone to the modem. Therefore, for this type of connection, you need a modem with both a line and phone port.

Note: The Operator-assisted connection does not support the scheduled backup or restore operations.

To make a RAD connection using operator assistance:

1 Ensure the ICSRT Connection Properties screen is displayed on your computer, with the

correct information filled out for this type of connection. (

page 51)

2 Call the Norstar system from a telephone connected to the modem.

When the attendant answers, the attendant presses Feature 9*0 to connect the call to the RAD. When the transfer is complete, you will hear a high-pitched tone.

“Connecting to a Norstar system” on

Note: If the line is connected to an Auto Attendant, you would have to press Feature 9*0 on your telephone to make the connection.

3 At this point, click on Connect on the ICSRT connection screen and hang up the telephone.

ICSRT then follows the rest of the connection routine.

Figure 2 Connecting through a PSTN line to the system attendant

Norstar system

RAD

System attendant

Analog phone connected phone port

RS-232 cable connected to line port

Remote computer

Modem

Dial-up connection

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Chapter 1 Understanding remote management 19

Connecting directly to the Norstar system

If you are using a computer that is at the same site as the Norstar system, you can connect to the RAD serial port using a serial cable (RS-232) connected to one of the serial ports on your computer. Ensure that you note which serial port you use.

When you click on the Connect button on an ICSRT Connection Properties screen that is correctly set for Direct connection ( contacts the RAD, which verifies the RAD password and opens up a connection.

Figure 3 Connecting directly to the RAD using a serial cable

RAD

Serial cable

“Connecting to a Norstar system” on page 51), your computer directly

Norstar system

Onsite computer

In a direct connection, the RAD is connected to one of the computer COM ports by an RS-232 cable. In this type of connection, the data transfer rate between the computer and the KSU is 9600 baud. The cable must be constructed as shown in the pinout diagrams in

Figure 4 Pinouts for direct connect, RAD to computer

RAD 25-pin, D-type male connector

2TX 2 3RX 3 5CTS 5 6DSR6 7GND7 8OCD8 20 DTR 20

2TX 3 3RX 2 5CTS 8 6DSR6 7GND5 8OCD1 20 DTR 4

Computer port 25-pin, D-type female connector

Computer port 9-pin, D-type female connector

Figure 4 and Figure 5.

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20 Chapter 1 Understanding remote management

Figure 5 Pinouts for direct connect, Global RAD to computer

Global RAD/ FastRAD 9-pin, D-type male connector

Global RAD/ FastRAD 25-pin, D-type male connector

1OCO8 2RX 3 3TX 2 4DTR20 5GND7 6DSR6 8CTS 5

1OCO1 2RX 2 3TX 3 4DTR4 5GND5 6DSR6 8CTS 8

Computer port 25-pin, D-type female connector

Computer port 9-pin, D-type female connector

Remote system management using ICSRT

ICSRT provides you with the configuration ability of the on-site telephone programming, as well as a tool to schedule an off-site backup and to restore that backed-up information to the Norstar system.

A folder on your computer contains Customer and connection information in a database (.mdb)

Figure 6). This allows you to quickly identify the system you want to manage, and to quickly

file ( connect to the system by whatever method has been used to connect to the remote system. The connection record for each customer indicates what type of connection exists.

Configuring a system using ICSRT is accomplished using one of three formats, all located under the Run Tool menu on the main ICSRT screen.

•The Remote Set tool and the Browser tool provide two different ways to configure a Norstar system directly from your computer.

• OLP Worksheets are customizable Excel spreadsheets that can be filled in separately from ICSRT. These files are also stored in the same folder where the customer database is stored ( system, and to upload existing information (acquire) from the Norstar system into the worksheets. Each version of MICS/CICS software has a workbook that includes all the features for that version.

Remotely backing up a Norstar system is accomplished by initiating an immediate backup, or by scheduling backups to occur at preset intervals. Backup files can be restored to the Norstar system by initiating an immediate restore, or by scheduling a restore to occur on a preset date at a preset time. Scheduled backup files for each customer are stored within the same folder as the customer database ( are stored at <ICSRT installed path>\backup\ in a file called FNVRAM.new, unless you indicate a different path on the Backup Restore screen.

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Figure 6). You can use worksheets to both send configuration information to a Norstar

Figure 6). If you use the Backup Restore tool to perform an immediate backup, the files

Chapter 1 Understanding remote management 21

Figure 6 provides a sample of what the folder containing one database could contain. Many

customer records can be stored in one database. You can also have a number of databases, each with a set of Norstar customers. You cannot, however, pass customer records back and forth between databases, and you cannot have more than one database per folder.

Figure 6 ICSRT database folder contents

CustomerInfo.mdb

OlpWorksheets

<workbooknamecustomer1).xls file

<workbooknamecustomer2>.xls file

backup

<systemIDcustomer1>.new

<systemIDcustomer1>.old

<systemIDcustomer2>.new

<systemIDcustomer2>.old

Constraints

• You can only have one CustomerInfo database file per database folder.

• You cannot pass customer records back and forth between databases.

• If you delete a database folder, all information within that folder is deleted, so it is highly recommended that you create a secure folder somewhere and regularly copy each database folder to that folder as a backup.

• If you need to turn your computer off, ensure that there are no backup up or restore jobs currently running. Any jobs scheduled to run while the computer is turned off will need to be manually removed when the computer is rebooted.

• The Scheduler does not automatically update after the Daylight Savings time change if it is running during the time change. When this occurs, you need to close the Scheduler and then restart it to synchronize the Scheduler time with the computer or server time. Refer to

“Starting the Scheduler” on page 109.

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22 Chapter 1 Understanding remote management

Gathering information before you start

Gather the following information before you attempt to add customer sites to the ICSRT database:

Customer information

System Identification (ID)

System software name and version

Customer Name

KSU location

Address

Contact

Phone number

Install date

Values

You need to know the unique system number for the Norstar system you want to add.

If your customer does not know this number, get them to check in programming. (on the programming set, press SHOW at the Software keys prompt)

If you are using workbooks, you will need to know the software region and version of the Norstar system.

This is the name of the company or business that owns the Norstar system.

This setting may not be unique, as a customer may own more than one system.

This is where the Norstar ICS is located on site.

This is the business address of the customer.

This is the name of person at the customer site who coordinates Norstar programming and troubleshooting.

This is the phone number of the contact person. Remember to include an area code.

This is the date the Norstar system was installed.

Connection Properties

RAD phone number

RAD password

COM Port

Connect type

Baud rate

Dial mode

Modem init String

N0004999 01

This is the number which will be answered by RAD at the Norstar location if you are calling into the RAD over a phone line. This number can be supplied by the technician who set up the RAD.

The RAD is delivered without a password. The installation technician may have changed it. If not, the customer needs to program an 8-to-10-digit password through set programming.

This is the communication port on the personal computer that ICSRT uses to communicate with the Norstar system.

Determine how your computer will connect to the RAD: Refer to “Explaining RAD connections” on page 16.

Determine the modem speed required to communicate with the Norstar system.

Refer to “Modem settings” on page 26.

If you are using a modem to connect to the system, determine whether the system requires pulse or tone signals.

Determine if the modem you are using requires additions to or subtractions from the default string.

Chapter 1 Understanding remote management 23

Notes

ICSRT components

Database

Programming

Backup and Restore

This is a scratch area. Type any information you want to add about the Norstar system.

Determine which database the customer information will use. Create a new database folder, if required. Refer to

“Creating a

database” on page 36.

Determine which tool you plan to use for programming. Refer to

“Understanding the Remote Set tool” on page 55 and

“Understanding the Browser tool” on page 63.

If you intend to use workbooks to configure the system, ensure you have a copy of the correct workbook file. Refer to

“Using

Workbooks and off-line programming” on page 83.

Configuration information is obtained in the Installer Guide provided to each system.

Determine what the backup schedule will be for the system.

ICS Remote Tools User Guide

24 Chapter 1 Understanding remote management

N0004999 01

Chapter 2 Setting up ICS Remote Tools

This chapter describes how you set up your computer to perform remote management with the ICS Remote Tools (ICSRT) application.

This chapter provides information about:

• “Setting up your computer for ICSRT” on page 25

• “Installing the ICSRT” on page 29

Setting up your computer for ICSRT

Before you can begin using ICSRT, the software must first be installed and set up on the computer you are going to use for system management.

Setting up ICSRT on your computer involves:

• making sure your computer is configured to run the application

• installing the software on the computer hard drive

• creating different databases

This section explains how you install and set up ICSRT on your computer. There is also information about optimizing performance, removing the ICSRT software, and troubleshooting the installation.

Computer hardware requirements

The ICSRT software is installed on the hard disk of the computer you intend to use to connect to Norstar systems. Ensure that your computer is equipped with:

• Windows 95, Windows 98, Windows NT, Windows 2000, Windows ME, or Windows XP

• 486 or higher microprocessor (a faster processor will allow for faster backups and restores)

• 32 MBytes of RAM

• 36 MBytes virtual memory (or more)

•CD ROM drive

• 100 MB free space on the hard disk

• Microsoft Excel version 7 (Office 95) or 8 (Office 97) or (Office 2000) if you intend to use the Workbook tool. Excel 5 (Office 4.2) can also be used, but the Acquire ICS or Program ICS dialog should be minimized, or else Excel will stall during programming.

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26 Chapter 2 Setting up ICS Remote Tools

• ODBC Drivers. If your computer does not have ODBC installed or the driver versions are older than the ICSRT driver files, the files are automatically installed on to your computer when ICSRT installs.

Note: If any of drivers file is removed or gets corrupted during usage, the behavior of

ICSRT tools is unpredictable

• a Hayes compatible modem for remote connections

Note: For all remote connections, you require a Hayes compatible modem capable of

operating at 1200, 2400, 4800, 9600, or 19200 baud. Modems used for Operator-assisted calls should also have a separate line port and phone port. To avoid any conflicts or performance delays, we recommend that you do not have any other programs running on the remote computer while you are working with ICSRT.

The default Baud rate is 19200. For a direct connection, the local baud rate at the RAD must match the baud rate used for the direct connection in ICSRT. If you are using a remote connection, 1200, 2400, 4800, 9600 or 19200 baud can be used. If you choose a baud rate for a remote connection that is higher than the rate supported by the RAD, your modem auto-bauds down to the modem speed of the RAD. It is strongly recommended that you use 9600 baud or higher for Remote or Operator-assisted connections.

Caution: ICSRT requires a Baud rate greater than 1200 to perform a successful restore operation.

Modem settings

The default value for the Modem init string is &FQ0V1&C1&D2S7=85&S0. If your modem cannot connect to a RAD, use the modem init string field to include additional commands at the beginning or end of the string, or to edit the existing string. Refer to your modem manual for information about required codes, and where to insert them. A default or existing internal string automatically displays in the Modem Init String field, which contains the following elements:

• &F -- load default factory configuration

• Q0 -- return response codes

• V1 -- return verbal response codes

• &C1 -- set the carrier detect (CD) high when the remote carrier is detected and drop the CD when the remote carrier is lost

• &D2 -- accept commands only when data transfer ready (DTR) is high and drop the call when DTR is low

• S7=85 -- wait up to 85 seconds for the remote carrier to be detected

• &S0 -- data set ready (DSR) always on

Note for US Robotics modem users: Be sure to add &I0 and &B1 to your modem init strings. &I0 -- software flow control disabled; &B1 -- fixed serial port rate

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Chapter 2 Setting up ICS Remote Tools 27

Note: In general, you should not delete or alter any of the commands in the default string.

However, the modem wait for carrier delay (S7) must be set to include both the delay before the RAD auto-answers and the time for the call to be dialed and connected. Some modems have a maximum wait of 60 seconds. If this is the case, you may set S7 in the modem init string to a lower value. If you lower the S7 value and also want the RAD to auto-answer before the modem times out, you must ensure that the seconds to wait before answering at the RAD is less than the S7 value. For best results, set the maximum modem speed to the maximum connect speed.

ICSRT performance tips

In certain situations you may find that ICSRT is operating too slowly. If you do, we recommend you do one or more of the following things to increase the speed of ICSRT:

• Do not run any other programs on your computer while you are running ICSRT operations. All programs that are operating on a computer, even those reduced to a icon, require some of the computer resources to operate.

• Use 9600 baud or higher, if supported by the RAD, when you are using ICSRT to perform a connected session.

• Using telephone lines that have very little noise reduces the number of communication errors that occur between the Norstar system and ICSRT. With fewer errors, the data is transmitted faster to and from the Norstar system.

• Use public network lines. Private network lines are usually compressed to make transmission more economical, but the compression can interfere with the connection between the computer and Norstar system. Use public network lines when making a connection to the Norstar system, or arrange ahead of time to have an uncompressed 64 kbps line available on your private network.

Removing ICSRT from your computer

If you need to remove ICSRT from your computer, use the Add/Remove Programs utility found under the Windows Start menus.

The uninstall utility does not remove the databases. If you need to remove databases, refer to

“Deleting a database” on page 40.

ICSRT error messages

When you get an error message dialog from ICSRT, you need to determine what the error message means and how it affects the Norstar system and ICSRT. Refer to

ICS Remote Tool, on page 121 for a list of the more common and/or critical errors.

Chapter 9, Troubleshooting the

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28 Chapter 2 Setting up ICS Remote Tools

Shutting down your computer

Do not turn off your computer unless absolutely necessary. Scheduled jobs will not run if Scheduler is not running. If you need to shut down your computer, ensure that no scheduled jobs are currently running or are scheduled to run during the shutdown period.

When you restart your computer, ensure that Scheduler is running. Refer to “Starting the

Scheduler” on page 109.

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Installing the ICSRT

ICSRT installs easily off of the ICSRT CD. The application uses an Install Shield Wizard to move the files to your computer and install them in the C:\Program Files\Nortel Networks folder, or in a folder that you specify during the install process.

Note: This application allows you to choose whether you want to uninstall previous

versions of the Norstar Remote Tools application.

1 Put the CD with the ICSRT software into your CD drive.

2 On your computer, navigate to your CD drive and double click the Startup.exe icon.

3 Follow the prompts in the wizard to install the application.

4 When you are prompted to choose a language, use the drop down list to choose the language

you want the application to use. Click OK when you have made your selection.

The files start downloading to your computer. Once the files download to your computer, the installation starts. The first screen you see is the welcome screen, shown in

Chapter 2 Setting up ICS Remote Tools 29

Figure 7.

Figure 7 Installation Welcome screen

5 Click Next when you are ready to proceed.

A dialog box appears asking if you want to uninstall old versions of Norstar ICS Remote Tools.

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30 Chapter 2 Setting up ICS Remote Tools

6 Click Yes to move forward.

7 You receive the following prompt:

Note: If you do not uninstall previous versions of Norstar ICS Remote Tools, the new

version will not install.

If you want to uninstall Norstar Manager, use the Add/Remove software option under the Windows Start button on your computer. Do not uninstall Norstar Manager if you are managing any systems running software prior to version 2.0.

8 Click Yes on the dialog box.

The following screen appears and indicates which files are being removed.

Figure 8 Remove Programs From Your Computer screen check

9 When the dialog indicates that the uninstall is complete, click the OK button.

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Chapter 2 Setting up ICS Remote Tools 31

The next screen (Figure 9) prompts you to choose a destination folder. Unless you use the Browse button to navigate to a new location, the application installs in C:\Program Files\Nortel Networks\ICSRT on your computer.

Figure 9 Choose Destination Location screen

10 Click Next.

The next screen (Figure 10) prompts you to choose a folder or to accept the default folder, Nortel Networks.

Figure 10 Select Program Folder

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32 Chapter 2 Setting up ICS Remote Tools

11 Click Next.

The next screen (Figure 11) prompts you to choose which Install components you want to install. ICS Programming Tools is the only one checked by default.

Figure 11 Select Install Components screen

12 Click Next.

The next screen (Figure 12) shows you information about the application and where the files will be placed on your computer. Use the Back button to move back through the wizard if you need to change anything.

Figure 12 Confirm settings before copying

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Chapter 2 Setting up ICS Remote Tools 33

13 If the settings are okay, click Next.

The wizard progresses through the install. When the install is successful, a Setup Complete dialog box appears, on top of the Start Menu folder where the program files are located (

Figure 13 Successful installation dialog

Figure 13).

14 Click OK to exit the dialog box.

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Chapter 3 Setting up customers in ICSRT

This chapter provides information about the ICS Remote Tools (ICSRT) Customer Information screen and the CustomerInfo database (.mbd). The CustomerInfo.mdb file resides within a folder on your computer or on a central server. All files associated with the customer records in this database are also stored in this folder.

You can create more than one database, each of which contains one CustomerInfo.mdb file. Each database file can contain several customer records. You can have only one database per folder. You can copy this folder to make a backup of the customer information, but you cannot transfer customers from one database to another.

The sections in this chapter include:

• “Using ICSRT databases” on page 35

— “Creating a database” on page 36

— “Moving between databases” on page 38

— “Copying a database” on page 39

— “Deleting a database” on page 40

— “Setting up a multi-user database on a LAN” on page 41

• “Creating a customer record” on page 42

— “Editing customer records” on page 45

— “Viewing customer records” on page 48

— “Deleting customer records” on page 49

— “Copying customer records to create new records” on page 47

Using ICSRT databases

The ICSRT database is the CustomerInfo.mdb file itself. However, this book also uses the term in reference to the folder that contains this file and all the other folders within that folder.

This section describes actions that are specific to the .mdb file.

The install wizard, by default, puts the ICSRT default files, including the folder containing the default database file, into an ICSRT folder under the Nortel Networks folder, which is located under Programming Files, which is located on your Windows installed drive.

<drive>:\Program Files\Nortel Networks\ICSRT\db

However, the person installing the application has the option of locating them elsewhere.

If you do not want to use the default database for your customer records, or if you want to create more than one database of customer records, you can create a new database, elsewhere on your computer, or on a remote server.

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If you do not create a new database and then point the Customer Info screen to that database, any Customer records you create will be added to the default database.

Creating a database

This procedure creates an empty database at a location of your choice on your computer.

1 Open ICSRT. (Start, Nortel Networks, Norstar ICS Remote Tools XX.X,

Norstar ICS Customer Info)

The Customer Info screen displays.

Figure 14 Customer Info screen

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Chapter 3 Setting up customers in ICSRT 37

2 On the menu, click on Database and select Create.

A Create CustomerInfo Database dialog displays.

3 Click on the button beside the Database Path field. (...)

A Browse for Folder dialog appears.

4 Navigate to where you want to put the database.

Warning: Do not connect to <installed path>\ICSRT\Template\CustomerInfo.mdb for

any reason. If this file is accessed, it may become corrupted. In that situation, you need to re-install the ICSRT application.

5 Select the location and click on OK.

The location displays in the Database Path field.

6 If the location you chose does not have a folder where you want to put the database, at the end

of the entry in the Database Path field, type in

folder name

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38 Chapter 3 Setting up customers in ICSRT

7 Press OK.

If you entered a new folder name, you will be prompted to confirm that you want the system to create a new folder at the indicated location. Click OK. The program returns to the Create CustomerInfo Database screen.

8 Ensure that the path is correct, then click OK.

A popup dialog indicates that the new database was created.

9 Click OK.

10 To open the new database, use the Change Path menu item. Refer to “Moving between

databases” on page 38 for details.

Moving between databases

Use the Change Path option to move from one database to another.

1 On the Customer Info screen, click on Database and choose Change Path.

A Windows Open screen appears displaying the current database path.

Figure 15 Windows Open screen

2 Navigate to another database, then select CustomerInfo.mdb.

Warning: Do not connect to <installed path>\ICSRT\Template\CustomerInfo.mdb for

any reason. If this file is accessed, it may become corrupted. In that situation, you need to re-install the ICSRT application.

3 Click Open.

On the Customer Info screen, Current Path field shows the new path, and the list of customer records that were created in that database appear on the screen.

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Chapter 3 Setting up customers in ICSRT 39

Copying a database

If you want to copy your customer database to another location, follow the steps given below. You might use this to create a backup database or to create a local database copy of customer information sitting in a database on a central server.

Warning: If a database is deleted, all the customer records and all the information attached to those customer records is permanently removed. It is advisable to maintain frequent backups of your databases in a secure folder.

1 Have the Customer Info screen open to the database you want to copy.

2 On the Customer Info screen, click on Database and select Copy.

3 Enter the path into the Database Path field,

or click on the button beside the Database Path field. (...) to get the Browse for Folder dialog, then navigate to where you want to install the copied database

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40 Chapter 3 Setting up customers in ICSRT

When you click OK on the Browse for Folder dialog, the path fills into the Copy CustomerInfo Database dialogue.

4 If the location you chose does not have a folder where you want to put the database, at the end

of the entry in the Database Path field, type in

folder name

5 Click OK.

If you entered a new folder name, you will be prompted to confirm that you want the system to create a new folder at the indicated location.

6 Click OK.

A popup dialog indicates that the database was successfully was created.

7 Click OK.

The Customer Info screen Current Path field shows the current active database location. The database you copied from becomes the backup database.

Deleting a database

To delete a database, ensure that ICSRT or any Scheduler jobs are not running, then select the database folder and delete it from your computer.

Warning: This will delete all the customer records and any information attached to those records.

If you delete the database for the customer that was last active on the ICSRT screen, when you go back into ICSRT you will receive a message indicating that the CustomerInfo.mdb that was last used does not exist and the system will connect to the default database.

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Chapter 3 Setting up customers in ICSRT 41

When you click on OK, the ICSRT Customer Info screen opens within the default database, as shown in

Figure 16 Customer Info opens in default database

Figure 16.

Default database path

Removing any other database does not have any impact on working of ICS Remote tools application.

Warning: Do not delete the default database file Nortel Networks/ICSRT/db/ CustomerInfo.mdb. Deleting any of the default folders may cause ICSRT to fail, and you

would need to reinstall the application.

Setting up a multi-user database on a LAN

To use ICSRT in a local area network (LAN) configuration, you must:

• set up a database folder on the LAN file server

—use the Create setting under Database to create a database on the server if one currently

does not exist. (

“Creating a database” on page 36).

— if you have already created customer records on one of the computers, use the Copy

setting under Database to copy that database onto the server (

“Copying a database” on

page 39).

• install ICSRT on each computer that will be used to manage systems. Refer to “Computer

hardware requirements” on page 25 for computer requirements.

• ensure the computers are connected to the LAN.

• use the ICSRT Change Path setting to point each computer to the central database. Refer to

“Moving between databases” on page 38.

Using ICSRT in multi-user mode

ICSRT operates the same in multi-user mode as it does in single-user mode. The difference is that you are using customer files from the network server. After ICSRT software is installed on each computer, indicate where the database is located on the server.

Users use the Database, Change Path setting to select the database (“Moving between databases”

on page 38).

Use the Database, Refresh setting to occasionally update the database file if you know someone else is working on it with you.

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Creating a customer record

All information in ICSRT is associated with a customer record stored in a database file. For each Norstar system you want to monitor, you need to create a unique record through the Customer Info screen.

1 Open the ICSRT application.

The Customer Info screen displays.

Figure 17 ICSRT Customer Info screen with Programming tools in background

Note: If you add customers to a new system, they will be filed in the default database

unless you create a database in another location. Refer to and “Setting up a multi-user database on a LAN” on page 41.

2 Check the Current Path field to ensure you are in the database where you want to add this

customer. If not, change databases. Refer to

3 On the menu click on Customer Details, then select ADD.

The Add Customer Information screen appears.

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“Creating a database” on page 36

“Moving between databases” on page 38.

Figure 18 Add Customer Information screen

Chapter 3 Setting up customers in ICSRT 43

4 Fill out the fields, as required. A description of the fields is provided in the following table.

Table 1 Customer and connection information

Customer information

System Identification (ID)

Customer Name

KSU location

Address

Contact

Phone number

Install date

This is a unique eight-digit number that identifies a Norstar system. On a programming set, go to Software keys, then press SHOW.

This is the name of the company or business that owns the Norstar system.

This is where the Norstar system is located on site.

This is the business address of the customer.

This is the name of person at the customer site who coordinates Norstar programming and troubleshooting.

This is the phone number of the contact person. Remember to include an area code if the phone number is outside your local calling exchange.

This is the date that the Norstar system was installed, or will be installed, at the customer site. This date should contain eight digits in the format YYYY : MM : DD

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Table 1 Customer and connection information

Connection Properties

RAD phone number

RAD password

COM Port

Connect type

Baud rate

Dial mode

Modem init string

Notes

Select Workbook

This is the number, which will be answered by RAD at the Norstar location if you are calling into the RAD over a phone line.

This is the number ICSRT uses to identify itself as a valid user to the RAD. There is no default password, therefore, when you install a new RAD, you

must use the telephone interface on site to program an eight-to-10-digit password before you can use ICSRT to connect.

This is the communication port on the personal computer that ICSRT uses to communicate with the Norstar system. You can select COM1 through COM9 if your computer supports them. COM1 is the default.

Choose the way your computer connects to the RAD: Direct, Remote (default), Operator-Assisted, Auto-Attendant.

The connection type used depends on where the Norstar system is located relative to the managing computer, and the type of assistance required at the Norstar to connect to the RAD.

Note: Operator-assisted connections do not support the scheduled backup and restore operations.

This is the communication rate used by ICSRT to communicate with the Norstar system in an on-line session, a backup, or a restore.

The default is 19200. If you are using a direct connection, the local baud rate at the RAD must

match the baud rate chosen for the direct connection in ICSRT. Refer to

“Modem settings” on page 26.

Note: The restore feature requires a baud rate greater than 1200.

The dial mode used by ICSRT can be either pulse or tone, depending on the CO line type used by ICSRT. The default is tone.

Some modems require special codes to allow proper communication. Refer to

“Modem settings” on page 26.

This is a scratch area. Type any information you want to add about the Norstar system.

If you created a workbook, or intend to use a workbook to configure the system, assign it here. If you have not yet created the workbook, you can assign it later.

The default value is None. Note: When you press the OK button, OlpWorksheets\System ID directory

will be created under the folder where the database is located. The selected workbook will be copied to that directory.

Refer to “Programming a system using a workbook” on page 90.

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Chapter 3 Setting up customers in ICSRT 45

5 Click on OK to save the record.

6 The record name appears in the Customer Info screen.

In the database folder, the customer record is added to CustomerInfo.mdb.

Figure 19 Customer information on Customer Info screen

New customer record

Editing customer records

If you need to make changes to a customer record, use the Edit setting. You will be allowed to change any field except the System ID field.

If you need to change the system ID field for a record, you would need to copy the record, but if you do this you would also lose the connection to the customer and backup files, as these are tagged by the unique System ID.

To edit customer records:

1 On the Customer Info screen, select the record you want to edit.

2 On the menu click on Customer Details, then select Edit. Refer to Figure 20.

3 Change or add the information on the Edit Customer Information screen, then click on OK.

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Figure 20 Editing customer information

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Copying customer records to create new records

You can copy a customer record to save yourself from entering repeated data. Only the information that is unique to a system, such as the System ID is not copied.

1 On the Customer Info screen, select the record you want to copy.

2 On the menu click on Customer Details, then select Copy.

The Copy Customer Information screen appears (Figure 21).

3 Enter the unique data for the new customer record.

4 Press OK to save the new record and return to the Customer Info screen.

Figure 21 Copy customer information

Chapter 3 Setting up customers in ICSRT 47

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Viewing customer records

If you just need to check customer record settings, without making any changes, you can use the View setting.

To view customer records:

1 On the Customer Info screen, select the record you want to view.

2 On the menu click on Customer Details, then select View, or double click on the entry in the

Customer Info screen. The View Customer Information screen displays ( Note that all the fields in the View Customer Information screen are read-only.

3 Click OK to exit the screen.

Figure 22 View customer information

Figure 22).

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Chapter 3 Setting up customers in ICSRT 49

Deleting customer records

You may occasionally need to delete records from a database.When you do this, all access to customer information is deleted, so ensure that this is really what you want.

To delete customer records:

1 On the Customer Info screen, select the record you want to delete.

2 On the menu click on Customer Details, then select Delete.

3 When the confirmation dialog appears, click on OK to delete the record.

Quitting the Customer Info screen

Follow these steps to log out of ICSRT.

1 Ensure that the Customer Info screen is displayed on your monitor.

2 Click the Quit button.

The following dialog displays:

Note: The For your Information dialog displays only if you have not checked Do not show this dialog in future in earlier operation(s). It will provide a prompt suggesting that

you copy the database to the required location before exiting so that you will have a backup of the database.

3 Click OK. You will be prompted to confirm that you want to exit before closing the Customer

Info dialog.

• If you need to copy the database before quitting, click the Cancel button, and perform the copy.

• If you do not need to copy the database before quitting, click OK.

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Chapter 4 Connecting to a Norstar system from ICSRT

This chapter describes how to use the ICS Remote Tool (ICSRT) Connection Properties dialog to open a connection to a target Norstar system.

Before you attempt to open a connection, ensure that all the hardware connections are complete. The RAD Installation Guide describes how to install a RAD on a Norstar System.

Refer to “Explaining RAD connections” on page 16 for an overview of the different types of connections and how to use them.

Connecting to a Norstar system

There are two ways to open a connection to the RAD, both use the Connection Properties dialog:

• you can open a general connection record

• you can open a record for a specific customer.

You need to open a connection to a Norstar system to use any of the tools located under the Run Tool menu item, except Select Workbook. You also need to ensure that a connection is running

during scheduled backups or restores. Refer to

on page 107.

Chapter 8, “Backing up and restoring Norstar data“,

Connecting manually

If you are testing a RAD connection or for some other reason you want to manually enter the connection information, follow these steps:

1 On the Customer Info screen, select the first line (Select this row).

2 Click on any of the tools under Run Tool except Select Workbook.

The default Connection Properties dialog appears. (Figure 23).

3 Change or enter the parameters for the connection you want to make. Refer to the following

table for a description of each field.

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52 Chapter 4 Connecting to a Norstar system from ICSRT

Figure 23 Connection Properties default dialog

Table 2 Connection Properties fields

Field name Val ues Description

Note: All fields are required for remote and operator-assisted connections.

A direct connection only requires the fields marked with as asterisk (*)

RAD phone number

*RAD password

8-10 digits (pre-programmed)

This is the number, which will be answered by RAD at the Norstar location if you are calling into the RAD over a phone line.

This is the number ICSRT uses to identify itself as a valid user to the RAD.

RAD modules are delivered with no assigned password. Therefore, when you install a new RAD, use the telephone interface on site to program a password from 8 to 10 digits long. A RAD must have a password before you can use ICSRT.

*COM Port

COM1 to COM9 This is the communication port on the personal computer

that ICSRT uses to communicate with the Norstar system. COM1 is the default.

*Connect type

Direct Remote (default) Operator Assisted Auto-Attendant.

The connection type used depends on where the Norstar system is located relative to the managing computer, and the type of assistance required at the Norstar to connect to the RAD. Remote is the default.

Note: Operator-assisted connections do not support the scheduled backup and restore operations.

*Baud rate

1200 2400 4800 9600 19200

This is the communication rate used by ICSRT to communicate with the Norstar system. The default is 19200.

If you are using a direct connection, the local baud rate at the RAD must match the baud rate chosen for the direct connection in ICSRT. Note that the restore process requires a minimum of 2400 baud.

Refer to “Modem settings” on page 26.

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Chapter 4 Connecting to a Norstar system from ICSRT 53

Table 2 Connection Properties fields

Field name Values Description

Note: All fields are required for remote and operator-assisted connections.

A direct connection only requires the fields marked with as asterisk (*)

Dial mode

Modem init string

4 Click on Connect.

If you are connecting using one of the methods requiring attendant assistance, you need to first contact the system using the telephone attached to the modem. Refer to

Norstar system attendant” on page 18 for details.

5 Refer to Chapter 5, “Understanding the Remote Set tool“, on page 55, Chapter 6,

“Understanding the Browser tool“, on page 63, or Chapter 8, “Backing up and restoring Norstar data“, on page 107 for descriptions of the tools that are active once the connection

occurs.

Tips: Connection Properties screen button functions

Use Defaults: Returns the screen to default settings.

Use Preferences: Overwrites Connection Properties fields with information entered using

Set Preference button.

Set Preference: Change the default connection properties by entering the changes, and then clicking on this button. These values now become the default values when you open the Connection Properties dialog to connect manually.

Tone Pulse

The dial mode used by ICSRT. The default is tone.

Some modems require special codes to be sent to them before they are ready to communicate. Use this field to enter any special codes that ICSRT must send to your computer modem before it is ready to communicate with the RAD. Refer to

“Modem settings” on page 26.

“Connecting to a

Cancel: Closes the dialog box without attempting to connect.

Connect: Initiates a connection with the Norstar system.

6 When you complete the required activity, exit the connection to the Norstar system:

a On your desktop, click on the Norstar ICS Programming Tools screen, which sits behind

the Customer Info screen.

b On the top menu of this screen, click on To ol , and select Terminate Connection.

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Connecting through a customer record

You specify connection parameters when you set up the customer record (“Creating a customer

record” on page 42). Consequently, when you open a tool when a customer record is selected on

the Customer Info screen, the connection parameters will mirror what was entered in the Customer record.

To connect to a Norstar system through a customer record:

1 On the Customer Info screen, select the customer record for the Norstar system to which you

want to connect.

2 On the menu, click on Run Tool, then select any tool except Select Workbook.

The Connection Properties dialog appears with the customer connection information filled in. Information that is not required is greyed out.

Figure 24 Connection Properties screen

3 Click on Connect.

If you are connecting using one of the methods requiring assistance at the Norstar end, you need to first contact the system using the telephone attached to the modem. Refer to

“Connecting to a Norstar system attendant” on page 18 for details.

4 Refer to Chapter 5, “Understanding the Remote Set tool“, on page 55, Chapter 6,

“Understanding the Browser tool“, on page 63, or Chapter 8, “Backing up and restoring Norstar data“, on page 107 for descriptions of the tools that appear once the connection occurs.

5 When you complete the required activity, exit the connection to the Norstar system:

a On your desktop, click on the Norstar ICS Programming Tools screen, which sits behind

b On the top menu of this screen, click on To ol , and select Terminate Connection.

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the Customer Info screen.

Chapter 5 Understanding the Remote Set tool

This chapter describes the Remote Set tool, which is located under the ICS Remote Tools (ICSRT) Run Tool heading. This tool allows you to use a computer-based depiction of a Norstar M7310 or M7324 telephone to program system data.

The information in this chapter includes:

• “Explaining the Remote Set tool” on page 56

• “Accessing the Remote Set tool” on page 57

• “F1 keyboard mapping list” on page 60

Figure 25 ICSRT Remote Set tool

Remote Set tool

ICSRT

Remote computer

Browser Tool

Norstar system

Excel Workbook tool

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56 Chapter 5 Understanding the Remote Set tool

Explaining the Remote Set tool

Using the Remote Set tool allows you to read and modify the system data of the Norstar system to which you are connected. When your computer has an online connection with the Norstar system, any programming changes you make are either immediate, or take effect when you end the programming session.

The Remote Set tool can be used to program any Norstar system running version 2.0 or newer software.

You can use the Remote Set tool to:

• create and change programming of a Norstar system using the two simulated telephone types

• copy DNs (directory numbers) and lines within a system

• remotely administer an external remote access device (RAD) on MICS systems or an internal remote access device (I-RAD) on CICS systems

• deal with direct queries of device status

• access Feature **DEBUG sessions

• provide access to and remotely program Voice Mail features, except those requiring voice capability

• remotely program Station Message Detail Recording (SMDR), Door Phone and other peripherals that use the telephone for programming

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Accessing the Remote Set tool

To access the Remote Set tool:

1 Open ICSRT.

2 If you are not in the correct database, find the database where the correct customer is located.

Refer to

3 Select the customer you want to connect to.

4 Click on Run Tool, and select Remote Set.

The connect screen appears, with the connect information for that system.

5 Click on Connect.

After your computer connects to the Norstar System, one of the following screens appear:

Figure 26 M7310 Remote set screen display

“Moving between databases” on page 38 for details.

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Figure 27 M7324 Remote set screen display

6 Use this interface in the same way that you would use a programming telephone on-site.

The buttons on the screen correspond with the type of telephone listed in the title bar.

Note: Instead of a programming template, the screens show the Heading, Back, Show and Next labels above the button to which they refer. Once you enter programming, the indicators

for the four headings appear, as shown in the figure above.

Refer to your MICS or CICS Installer Guides and MICS or CICS Coordinator Guides for detailed set configuration instructions.

7 When you complete the required activity, ensure that you exit the connection to the Norstar

system:

a On your desktop, click on the Norstar ICS Programming Tools screen, which sits behind

b On the top menu of this screen, click on To ol , and select Terminate Connection.

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the Customer Info screen.

Chapter 5 Understanding the Remote Set tool 59

Remote Set tool command buttons

You can perform the following functions with the three buttons found at the top of the Remote Set tools screen.

Table 3 Remote Set tool command buttons

Button label Description of function

M7310 or M7324 To change the screen from one telephone simulation to another, click

the M7310/M7324 button that appears at the top, left of the Remote Set screen. The button displays the telephone model that is not currently displayed.

Change Password You can use the Remote Set screen to change the password for the

RAD you are connected to.

WARNING: Make a note of the password in a secure location. If you lose the password, the RAD cannot be reactivated.

Exit Use to close the window and return to the Customer Info screen.

Using the keyboard

When you program the ICS using the simulated telephone, you can use the computer keyboard to enter information. Keyboard entry is usually faster than using the mouse to click the simulated telephone buttons in the window, and is more like using a real telephone.

Pressing F1 on the keyboard displays a list of the keyboard entry mappings, which are listed in the following table.

Following are some of the rules around using the keyboard when the Remote Set tool is active. Refer to

Figure 28.

• All letters, all numbers including those on the numeric keypad on your computer, some or all function buttons, and the symbols * and # are recognized and translated to the equivalent button presses on the simulated telephone appearing in the window after you enter the programming session.

• Keyboard entry keys are not case-sensitive. No distinction is made between upper and lower case.

• The keyboard F keys are mapped to program sequences or keys that do not have a direct keyboard equivalent. For instance, pressing F7, which is the equivalent of Feature **266344 (CONFIG) starts the configuration programming. F6, which is the equivalent of the Release key, exists the programming session.

• When entering telephone and line names, letter buttons on the keyboard are interpreted as numbers. On the telephone keypad, notice that the 2 button, for example, lists the letters A, B, and C above it, and that all the number buttons except 0 have letters listed above them. Pressing A on the keyboard is interpreted as a 2. Pressing B is interpreted as two 2s. Pressing C is interpreted as three 2s, and so on.

• Use number buttons for entering sequences such as **266344 (CONFIG).

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• When doing tasks such as name administration, advance or back up the cursor by pressing a softkey after pressing each letter. (Softkeys are located directly below the display screen in the telephone simulation window. They are also called display buttons.) After you press a letter, you will see an arrow symbol on the telephone display. This is your prompt to press the softkey located beneath the arrow. For example: To enter Ann, you press A, softkey, N, softkey, N, and softkey. If you make a mistake, press the softkey to go backward. This highlights the incorrect letter. Now you can press the backspace softkey to delete the letter, or you can type over it. Then press the softkey to go forward to reposition the cursor. Moving the cursor backward or forward by using softkey in this way was designed to simulate an actual telephone.

• You can use the <TAB> key to navigate through a window. For example, to enter Feature*3 you would press:

1 TAB until Feature is highlighted and then press ENTER.

2 TAB until * is highlighted and then press ENTER.

3 TAB until 3 is highlighted and then press ENTER.

Note: You can also use directional arrows to navigate through a window.

Figure 28 F1 keyboard mapping list

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Remote Set tool restrictions

When a connection is made to the ICS, the Remote Set tool window simulates a telephone attached to the system (but does not have all the telephone capabilities of an actual telephone). With this in mind, it is important to note the following:

• Do not disable the port/extension or the B2 channel for either the RAD or the RAD line. The only method of recovery is to enable the port/extension B2 channel locally with a telephone.

• Do not make calls with a simulated telephone using the RAD because there is no voice channel. In addition, you cannot do any voice mail programming that requires voice recording.

• Use caution when clicking button representations in the window because doing so affects system operation. For example, clicking a line button answers the line if it is ringing or occupies the line if it is idle. Clicking the Call Forward button allows the telephone to forward the call when ringing lines appear.

• Telephone simulations do not simulate tones, ringing or display brightness. They are unable to generate long tones using FEATURE LINK 0 LINK. Although you can enter this code using the Remote Set tool, the tone will sound only for the duration of one mouse click.

• When entering data using a mouse, the display updates may take a fraction of a second. You should click slowly with the mouse and check that the number or letter is updated before clicking the next number or letter on the set. This delay does not occur when you use the keyboard to enter information.

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Chapter 6 Understanding the Browser tool

This chapter describes the Browser tool, which provides a Windows-type of screen and navigation system for system programming.

The Browser tool is located under the ICS Remote Tools (ICSRT) Run Tool heading.

The information in this chapter includes:

• “Understanding the Browser tool” on page 64

• “Accessing the Browser tool” on page 65

• “Understanding the Browser window” on page 66

• “Examining the Browser navigation tree menu” on page 72

• “Troubleshooting the Browser window” on page 75

Figure 29 ICSRT Browser tool

Remote Set tool

ICSRT

Remote computer

Browser tool

Norstar system

Workbook tool

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64 Chapter 6 Understanding the Browser tool

Understanding the Browser tool

Like the Remote Set tool, the Browser tool allows you to see programming and make changes to the Norstar system programming using an online connection. Instead of simulating the telephone display, the Browser tool shows multiple levels in a programming tree, which appears in a Windows type of frame on your computer.

You can use the Browser tool to:

• show and hide headings, subheadings and settings by expanding and collapsing the levels of the Tree List

• select a heading to see additional settings displayed in the right frame of the window

• change settings by selecting options and entering information in the window

• change settings by adding or removing items from lists (for example, adding or removing line assignments)

• use a dialog box to copy settings

• see your programming updates take effect by refreshing the navigation tree

Changes made with the Browser tool become part of current Norstar system programming as soon as you

• press <ENTER>

• click an item in the window other than the setting you just changed (it is no longer selected)

• click an item from a list of options

Important: Programming changes are immediate and cannot be undone. If you make a mistake when programming, reenter the original programming.

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Accessing the Browser tool

To access the Browser tool to add or change programming for a Norstar system:

1 Open ICSRT.

2 If you are not in the correct database, find the database where the correct customer is located.

Refer to

3 Select the listing for the customer to which you want to connect.

4 Click on Run Tool, and select Browser.

The connect screen appears, with the connect information for that system.

5 Click on Connect.

After your computer connects to the Norstar System, the following screen appears.

Figure 30 Browser main screen

“Moving between databases” on page 38 for details.

Chapter 6 Understanding the Browser tool 65

Refer to “Understanding the Browser window” on page 66 if you need detailed information about using the window.

6 Navigate to the section where you need to add information or make changes.

The navigation menu mirrors the set menus, with some minor exceptions. Refer to “Comparing the Browser tool with set-based programming” on page 72 for a list of some of the more obvious differences between the Browser and set programming.

Refer to the MICS/CICS Installer Guides for detailed configuration information.

7 When you complete the required activity, ensure that you exit the connection to the Norstar

system:

a On your desktop, click on the Norstar ICS Programming Tools screen, which sits behind

the Customer Info screen.

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b On the top menu of this screen, click on To ol , and select Terminate Connection.

Understanding the Browser window

The window for the Browser tool is split into two side-by-side frames (panes). The navigation tree is in the left pane. As well, some of the headings on the navigation tree have additional settings that appear in the right pane when the heading is selected. Refer to

Figure 31 Expanded Line menu and data in right pane

Figure 31.

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Programming map indicator

Chapter 6 Understanding the Browser tool 67

Note that the information box on the bottom, right corner of the screen indicates which programming Map is being used by the Browser.

Note: Press CTRL+TAB to move clockwise through the window (left pane, toolbar, right pane), and CTRL+SHIFT+TAB to move counter-clockwise.

Moving through the navigation tree

The navigation tree consists of the programming headings and subheadings for the Norstar system to which you connected, as determined by the map file associated with the system. A subheading can also include a list of items of the same type. For example, the list of settings under Line Assignment is made up of lines that are assigned to a telephone, where each line is identified by a number. When Line Assignment is expanded, the list of lines appears on the tree.

Click on a heading or setting in the programming tree to select it, or use the up-pointing and down-pointing arrows on your keyboard until you select the item. When you click a heading or setting, the item is highlighted. You can also move through the tree by pressing a letter on the keyboard. When you press a letter, the next item in the tree that begins with that letter is selected.

To open a heading, either use the mouse to double-click on the selected heading or use the right-pointing arrow on the keyboard. Each press of the right arrow opens a deeper layer of the navigation tree. Use the left-pointing arrow on the keyboard to move up a level.

Navigation tree icons

The navigation tree displays four types of icons, as shown in the figure below. Each icon indicates the current display state of that heading on the navigation tree.

Figure 32 Expanded Line menu and data in right pane

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The following table describes the navigation tree icons.

Table 4 Navigation tree icons

Icon What it does Alternate access

Click to expand a heading to reveal subheadings.

Note: If the Norstar system you are working with does not have anything currently programmed under this heading, the icon disappears when you click the heading. (For example, if you have no personal speed dial codes programmed).

Collapse menu under heading. Select heading and press

Heading is expanded.

No right-pane subheadings.

Select heading and press right-pointing arrow on the keyboard

left-pointing arrow on the keyboard

If you click on the heading, additional fields appear in the right pane.

Note: If the Norstar system you are working with does not have any additional headings, the icon disappears when you click the heading.

You cannot partially collapse a list. To change a fully expanded list to a partially expanded one, collapse the heading or subheading and expand the items you wish to see. You can also partially expand a heading or subheading by adding a setting to a list.

Using command buttons in the right pane

Operations such as copying telephone and line records, or performing a reevaluation, are performed using the command buttons that show up in the right pane with the additional settings.

If the button label is followed by ellipses (…), as in the Copy button shown in Figure 33, a dialog box will appear when you click it. If the button has no following ellipses (…), the operation is immediately performed at the Norstar system.

Figure 33 Copy button with dialog box cue

Double click heading or press <Enter> on the keyboard.

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Copy command button is used to copy line programming.

Chapter 6 Understanding the Browser tool 69

The dialog boxes for operations work differently depending on whether the operation is usually performed once or repeated several times.

• If the dialog box has OK and Cancel buttons, it performs an operation once.

• If the dialog has Close and a command button, such as Copy, the operation can be repeated. Click Close to exit the dialog box. Refer to

Figure 34 Copy dialog box for DNs

Figure 34.

When you are working with either type of dialog box, you know that the Browser has gone ahead with an action because a status message appears, or because the dialog box disappears after you click OK.

Programming the time and date

The values for the time and date appear in boxes in the right pane when you double click the Time & date heading. The boxes only accept valid key presses. Time is shown in a 24-hour format. You

do not need to choose a.m. or p.m.

If the Apply button is active, click it to change the time and date to the values you have entered. When the Apply button is not available, the new time and date take effect at the ICS when you move away from the time and date settings by clicking somewhere else in the window.

Figure 35 Time & date dialog box

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To change the time and date, do one of the following:

• Select the number for the year, month, day, hour, minute, or seconds, then type a new value, then press Apply.

• Select the number for the year, month, day, hour, minute, or seconds and adjust the value up or down using the pair of arrows to the right of the box, then press Apply.

• Click Load local time and date. The system enters the time and date from the computer clock into the boxes. The time and date at the ICS are not changed until you click Apply.

Using the task bar

The buttons and fields that create the task bar across the top of the Browser window become active when headings that allow you to choose or add more than one similar item are selected, such as Terminals & Sets, Lines, and Services.

The label displayed in the first field on this task bar will change to match the kind of settings found under the heading. For example, in the figure shown in Restriction service, then click on Night, the label will read Schedule.

The value of the selection, in this case, Night, displays in the field to the right of the label name.

Figure 36 Changing position using the top bar

Label of selection Existing value

Figure 36, if you open Services and

You can enter other values in the value field to move to other items in the list.

When you enter a different value, click the Select button, or press <Enter> on the keyboard. The navigation tree switches to the selected item. For example: If you enter Lunch in the value field of the screen shown in

Figure 36, then click on Select, the Restriction service called Lunch is

highlighted, and an arrow icon appears beside the heading.

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If the value box is blank, it means no value has been given for the item. For instance, if you had only selected Restriction service in the case shown in

Figure 36, the label box would read

Schedule, but the value box would be blank.

Using the task bar buttons

The top bar also allows you to add, remove, or remove the entire list of items under headings that have a variable list of similar items.

• In the example in Figure 37, where Speed dial #256 is selected, you could click on the Remove button to erase that entry. There is no confirmation for this action, the entry is immediately removed.

• If you click on the Remove all button, Speed dial #257 would also be removed. There is a confirmation for this button. If you are sure you want to erase all entries under the heading where the selection is highlighted, click on OK on the confirmation dialog box to immediately delete all entries.

• If you enter a new value in the value field, such as 258, and click on the Add button, the listing Speed dial #258 would appear under User speed dials on the navigation tree. You then would be able to edit the External # and Facility fields for that speed dial.

Figure 37 Setting speed dials using the label field

Viewing recent programming changes

Programming changes you make using the Browser tool take effect immediately at the Norstar system, but may not appear automatically in the navigation tree. Collapse and re-expand the headings to refresh the navigation tree entries and to view your programming changes.

If you try to open an item which is no longer valid because of changes to programming, an error message appears. For example, an error message will appear if you try to open a line assignment which has recently been made private to another telephone. In most cases, invalid headings and settings disappear once the Browser tool has confirmed that they cannot be expanded or opened.

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Examining the Browser navigation tree menu

The Browser navigation tree is based on the layout of set programming. However, not all fields can be programmed, and these do not appear on the navigation tree. Also, some fields may be in a slightly different location than found in set programming.

This section describes some of the differences between the Browser tool and set-based programming, and an expanded navigation tree table displays the available headings for a MICS 6.1 system. These headings vary depending on the system map that the Browser uses for the system it connects to.

Comparing the Browser tool with set-based programming

Because it uses the large screen found on computers and a full keyboard, some programming with the Browser tool works differently than programming with a two-line display telephone.

• Some headings appear in different places when they appear in the navigation tree. Refer to

“Examining the Browser navigation tree menu” on page 72.

For example, the Browser tool shows Restriction filters at the top level of programming. Restriction filters are shown under individual sets and lines in the set-based programming, so you can move from a set or line to restrictions by pressing the buttons fewer times. When you work in the navigation tree, you can move from an individual set or line back to the restrictions with one click, and program restrictions without looking at an individual set or line. The alternate arrangement of headings, subheadings, and settings may vary depending on the Norstar system you are accessing.

• You can use the keyboard to choose options for settings. You can type in names, add a numbered setting to a list of settings of the same type, or choose a value (for example, the number of rings before a call is forwarded). In addition, the Browser tool recognizes shortened forms of a number: you can enter 3 instead of 003 for a three-digit line number.

• Some options are changed simply by adding and removing items from the navigation tree. For example, if you want to assign a Line to a set, add the line to the list under Line Assignment, then open the setting and choose appear and ring options. However, to choose the Unassigned option, you remove the line from the list.

• The words used for the navigation tree and settings are spelled out completely in the Browser window. For example, System programming appears instead of System prgrming as found in set programming.

• Not all the information and settings which are available during a programming session using a Norstar telephone set can be seen with the Browser tool. For example, Maintenance items such as the system test log, system administration log, and the network event log do not appear in the Browser window. Use the Remote Set Tool to access these parts of system administration. Even though the information may appear differently in the Browser tool, the programming itself is limited to what exists for the Norstar system. The Browser tool offers only the programming which is available during a programming session using a Norstar telephone attached to the Norstar system.

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Expanded navigation tree

The following table provides an overview of the navigation tree menu in the Browser tool. Which headings appear on the Browser navigation tree depend on the map being used by ICSRT, which is determined by system software version and vintage of the Norstar system.

The headings in bold/blue indicate settings that are found in a different location in the Browser from where they are in set programming.

Terminals & sets

DN: XXX

Line access Prime line Intercom Keys OLI # OLI as called #

Line assignment

Line XXX

Line pool access

Pool A-0, PRI

Answer DNs

Answer DN XXX

Capabilities

DND on busy Handsfree HF answerback Pickup group Page zone Paging Direct dial Priority call Aux ringer Allow redirect Redirect ring OLI as called number SM Supervisor Intrusion

Call forward

Fwd no answer Forward delay Fwd on busy

Hotline

ATA settings

ATA answer timer ATA use Message Indicator ATA dvc

Name User Preferences

MDL Call Log options Dialing options Language Contrast Distinct rings in use Ring type

Button Programming

Button #

Type Value

User Speed Dials

Speed dial #256-279

Restrictions

Set Restrictions

set lock allow last # allow saved # allow link

Schedules

Terminals&sets ....

Restrictions ....

Line/set restrictions

Line XXX

Normal

Telco features

Sched. 1-6

Feature Assignment

first display log space

Line XXX

(Caller ID set Vmsg set)

Lines

Line #

Trunk/line data

Trunk type Line type Dial mode Distinct rings in use Distinct ring Auto privacy Trunk mode Link at CO Use auxiliary ringer Full autohold Loss Package Prime set Answer mode Answer with DISA Signal ANI Number DNIS number Gain

Restrictions

Line restrictions

Normal-Sched 6

Remote restrictions

Normal-Sched 6

Telco Features

VMsg center

Restriction filters

Filter #

Restrictions

Restriction #

Overrides

Services

Ringing Service

Ring groups

Ring group 001- XXX

Restriction service

Sets

Night-Sched. 6

Service setting

Services ...

Routing service

Routes

Route XXX

Dialout Use Pool Srvc Type

Destination codes

Destination code XXX

Sched Normal

Route/absorb length

Sched 1-6

1st route/absorb length 2nd route/absorb length

Schedules

Common settings

Control sets

Schedule names

Schedule times

3rd route/absorb length

Night-Sched 6

Service Overflow

For lines

Line 001-XXX

For sets

DN XXX-XXX

Schedule 1-6

Monday-Sunday

Start time Stop time

System speed dial

Display digits/Name Bypass restrictions

Speed dial # 001-255

External # Facility

Passwords

SM Password

COS passwords

COS 00-99

Password User filter Line filter Remote package

Call log passwords

DN XXX-XXX

Password

Programming passwords

Installer System coord. plus System coordinator

Basic Registration password Hospitality password

Desk password

Room condition password

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Time & date

yyyy/mm/dd/hh/mm/ss

System programming

Business Name SM sets

Hunt groups

Mode Hunt delay If busy Time out Overflow Name Aux ringer Distinct ring

Hunt group 01-XX

Members

Member 001-XXX

DN Appearance type

Line assignment

Feature settings

Background music On hold Receiver volume Camp timeout Park timeout Park mode Transfer callback timeout DRT to prime DRT delay Held line reminder Directed pickup Page tone Page timeout Daylight savings time Auto time and date Host delay Remind delay Link time Alarm set Set relocation Msg. reply enh Answer key Silent Monitor CLID match

Direct dial

CAP/KIM assignment

Dialing Plan

Access codes

Park prefix External code Direct dial digit Auto DN DISA DN Private access code

Line XXX

SWCA controls

Call log space

Set 1-5

CAP/KIM 1-5

CAP/KIM set

Private network

Type Private DN length Type Private Network ID Private DN length LOC codes

Public DN lengths

Prefix Dial time out

System programming.....

Access codes

Line pool codes

Line Pool X:

Carrier codes

Prefix ID length

Remote access

Remote access packages

Package 00-XX

Remote page

Line pool access

Remote line access

Line 001-XXX

Change DN type

National length CBC limits Companion

DN lengths

Release reasons Hospitality

Service time

Network Services

Remote pkg

Registration

Portable DNs

Radio data

System LID

Re-evaluation Radios

Radio #

Cell assignment Antenna type

Received # length DN length

Set/room settings

Room # Admin password required?

Call permissions

Vacant/use filter

Basic, Mid, Full

Alarm data

Attention attempts Retry interval Attention duration Time format

Expired alarms

Notify set Use tone

MCDN

NetwkICCL TRO TAT

ETSI

NtwkDiversion MCID

Telco features

Voice message center numbers

Center 1-5

Type of # External #

ONN blocking

Analog VSC (Tone/Pulse) BRI VSC (code)

Software keys

System ID Add key

Hardware

Module 02-08

<type of module>module

Card 1/Card 2

Card type Low line/loop High line/loop Disconnect timer Answer timer CO fail I/F levels Framing Internal CSU CSU line build DSX1 bld Line coding Clock source Max transits CRC Private network ID B channel Sequence CBC routing SPID N # of B channels Network DNs TEIs

Maintenance

System Version

Module 01-08

Ports on Module

Port 0X01 p 0X32

Channels

Provisioning

Module 02-08

Card 1-3

DN-to-Port Conversion

Link Status

Card Type

DN to convert Device port Device channel

Module 02-08

Card 1-3

Dchannel

Metrics

Hunt group 01-30

Clear Data & time Total calls Total answered Average answered (%) Average time to answer (%) Total calls abandoned Average abandoned (%) Total busy Average busy (%) Total overflow Average overflow (%) Time in queue (sec)

Addons

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Troubleshooting the Browser window

The following section discusses areas where the Browser may respond unexpectedly.

Refreshing an invalid navigation tree

In some cases, the programming changes you make are so significant that the Browser window fails to respond. If you try to make changes, an error message appears and you are forced to end your session with the Browser. To refresh the tool, exit the screen and restart the Browser from the Run Tool menu.

Warning messages

Warning messages appear when you make a programming change that has a significant impact on the operation of the Norstar system. Once you have read the message, click OK to go ahead with the change or click Cancel to stop the change.

A check box appears with some warning messages. If a check box appears, the programming change has only a minor impact on the operation of the Norstar system. When you select the check box, the warning message does not appear again until you restart the Browser tool.

For example, if you are working with a newly installed Norstar system, many of the changes you make require a card or cartridge to be disabled. Instead of seeing the message warning every time you make a change that will temporarily disable the cartridge or card, select the check box the first time the message appears. You can then continue your installation programming without responding to the same message over and over.

You cannot turn off warning messages for programming changes that have a major impact on the operation of the Norstar system. For example, if you enter a new value for the DN length under the System Programming settings, this message appears:

restrict access to the rest of the programming tree

message appears:

entire programming tree to be re-initialized. Please restart the Browser to continue programming

After a change in DN length, you must exit programming, data devices using the B2 channel drop any active calls, and programming is unavailable for a brief time. Because of all these possible disruptions to service, the appearance of this warning message cannot be stopped.

You have made changes to the programming that require the

Changing the DN length will

. If you choose OK, another

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Feature messages

Messages also appear when the value you are attempting to enter is not valid because of its format, or does not work with the feature you are programming. For example, you might see:

<name you typed> is not a valid option for ‘Name’. This means that you entered

characters that are not valid for a set name.

The line is private to a set and cannot be used here. This means that you tried

to assign a line that is private to one set to another set.

For these kinds of errors, refer to your Installer Guide for more information.

Recovering from a lost connection

If the computer loses its connection to the RAD, an error message occurs.

To reconnect, reselect the Browser tool under Run Tool and click the Connect button on the Connection Properties dialog box.

Error messages

When the Browser tool encounters a problem with its operation, you will get an error message.

When the text of an error messages is given in the following examples, <target> is the ID of the Norstar system, and <selected> is the customer name from the ICSRT database. The System ID and customer name appear only if you connect to a Norstar system.

There are two types of error messages: fatal and non-fatal. The difference between the two types is what happens when you click.

Non-fatal error messages

If you click OK in a non-fatal error message window, you are returned to the navigation tree and the Browser window does not close.

Message: <item> is no longer valid

Explanation: You have attempted to open an item on the navigation tree that no longer exists

in the Norstar system programming data. For example, if you expand Line assignment, and then make assigned line Line 002 private to a telephone, the assignment of Line 002 is no longer valid for other telephones. If you attempt to open Line 002 under Line assignment for another telephone, an error message appears:

Line 002 is no longer valid.

Suggested response: Click OK. The error message disappears and the invalid settings are removed from the navigation tree.

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Message: <item> cannot be accessed at this time. Try later.

Explanation: You cannot view or change the programming item because the ICS is busy.

Suggested response: Continue with other programming tasks and return to the item later.

Fatal error messages

If you click OK or EXIT in a fatal error message window, the Browser tool window is closed. To restart the tool, click on the Browser icon or select the Browser tool from the Run Tool menu.

Message: There is not enough memory to continue the current application.

Please close any other applications not in use and restart this application.

Out of memory.

Explanation: The Browser tool has run out of memory.

Suggested response:

1 Click OK. The Browser window disappears.

2 Close any other applications running on your computer.

3 Click the Browser tool icon or select the Browser tool from the Run Tool menu.

Message: Installation error #<x>. Please contact your system

administrator.

Explanation: Files in the ICSRT application are damaged.

Suggested response: Restore the corrupted file by re-installing Norstar Remote Utilities. If

this error occurs after ICSRT has been re-installed, contact Nortel technical assistance and give them the error number.

Message: Internal application #<x>. Please contact your system

administrator

Explanation: An error internal to the application has occurred.

Suggested response: Contact Nortel technical assistance and give them the error number.

Message: The RAD functionality is not enabled at the <target> system of

the <selected> customer. Proper software keys need to be obtained and entered through a set administrative session (F**CONFIG).

Explanation: You have tried to connect to a Compact ICS using the internal remote access device (I-RAD), but the I-RAD has not been enabled.

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Suggested response: Obtain Software Keys from Nortel and enter them under the Software Keys heading using set programming at the Compact ICS site. If remote access programming has been set up on the Nortel system, you can enter the keys remotely, but you cannot see any other part of programming until the keys are entered successfully. See the CICS Installer Guide for more information.

Message: You are connected to system <system type>. Browser tool is not

supported on this system.

Explanation: The Norstar system is using a Feature Cartridge that does not support the Browser tool.

Suggested response: Try to use the Remote Set tool to make remote programming changes, or use ICSRT (if it is supported by the Norstar system).

Message: Could not continue browsing because the <target> system of the

<selected> customer is not responding.

Explanation: The Browser tool is trying to update its display, but the Norstar system is no longer responding. This usually happens because the Norstar system is busy.

Suggested response: Click OK to close the tool, then click the Browser tool icon to restart the application. If the Norstar system still does not respond, try later.

Message: Could not continue browsing because the remote programming

session has timed out at the <target> system of the <selected> customer.

Explanation: The computer has not responded to a Norstar system request in time and the Norstar system has timed out and/or disconnected.

Suggested response: Click OK to close the tool, then click the Browser tool icon to restart the application.

Message: Could not continue browsing because the connection has been lost

to the <target> system of the <selected> customer. <additional information>

Explanation: The physical connection to the Norstar system is broken. The additional information in the message gives you an exact reason for the broken connection. For example, if the serial cable is unplugged, the message would say

No carrier.

Suggested response: Verify your physical connections to the Norstar system.

Message: You have made changes to the programming that require the entire

programming tree to be reinitialized. Please restart the browser to continue programming.

Explanation: The programming changes you have made are so significant that the navigation tree can no longer be used. You are forced to end your session, but it does not change or invalidate the programming changes you made before the error.

Suggested response: Click OK, then click the Browser tool icon to re-start the application and continue with your programming tasks.

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Message: Cannot browse because a programming session is already in

progress on the <target> system of the <selected> customer. Try later.

Explanation: You have started the Browser tool when someone is already in a programming session at the Norstar system, or the Norstar system has not yet recognized that a remote user has ended the programming session by closing the Browser tool. For example, someone could be using a local set for a programming session, or you may have just completed a remote session.

Suggested response: Wait a few minutes for the Norstar system to end the programming session. If you still get the error message, contact the remote site to have the local programming session ended, or try again later.

Message: Cannot browse the <target> system of the <selected> customer

because the map file: <map file name> is corrupted. Please contact your system administrator.

Map file: <map file name> is corrupted and must be reinstalled.

Explanation: The Browser tool uses a file called a map file, which allows it to work with the programming for a particular Norstar system. The Browser tool is installed with map files for every Norstar system that can be used with the tool. You must install the map file for a new Norstar system before you can browse it. The name of the map file appears in the status bar of the Browser window. If a map file for a version of the Norstar system becomes corrupted, the error message appears when you try to browse that type of Norstar system. When this happens, the Browser tool does not start.

Suggested response: Click OK. The Browser tool is closed. Contact Nortel technical assistance to replace the map file.

Message: Latest map file: <new map file name> not found. Please contact

your system administrator. Would you like to continue browsing the <target> system of the <selected> customer, using the older map file: <old map file name>, or exit the browser?

Explanation: The Browser tool uses a file called a map file, which allows it to work with the programming for a particular Norstar system. You have connected to a system that has a slightly newer map file than what is installed with ICSRT. You can still browse the Norstar system, but you may not have access to all the settings and features in the Norstar system or the Browser tool.

Suggested response: If you know exactly which settings you wish to see or change, click and try to find the settings. If you need to be able to see and change all settings, or you cannot find the specific settings you need, exit the tool and contact Norstar technical support to get an updated map file.

Program the missing feature using Remote Set.

In any case, you should contact Norstar technical support to get an updated map file.

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Message: Programming session timed out.

Explanation: There has been no activity in the Browser tool for 30 minutes. The tool is

automatically closed, and this message appears. The connection to the Norstar system is dropped after three additional minutes of inactivity.

Suggested response: Click OK. If you wish to continue working with the Browser tool, you must start the application again.

Message: Map file: <map file name> is required to browse the <target>

system of the <selected> customer. Please contact your system administrator

Map file: <map file name> is required.

Explanation: The Browser Tool uses a file called a map file, which allows it to work with the programming for a particular Norstar system. The Browser tool is installed with map files for every Norstar system that can be used with the tool. You must install the map file for a new Norstar system before you can browse it. This error message appears when the Browser tool cannot find the map file that corresponds to the Norstar system. When this happens, the Browser tool does not start.

Suggested response: Make a note of the map file name. Click OK. The Browser tool is closed. Contact Nortel technical assistance with the name of the map file to get the appropriate file. In most cases, installing the new map file allows you to browse the corresponding Norstar system. However, in some cases the new map file only indicates to ICSRT that the Browser tool is not supported by the corresponding Norstar system.

Message: The permitted number of open files was exceeded. Try closing all

other applications not in use.

Could not open map file: <map file name>. Out of file handles.

Explanation: The tool cannot open a map file because it would exceed the number of open files allowed by Windows.

Suggested response: Close any open applications or documents that you are not using. This will allow Windows to open more files.

Message: The system that you are connected to is in a market that is

incompatible with the browser

Explanation: The Browser tool that is installed on your computer can only browse a Norstar system if it is sold in a specific market. The target system is a Norstar system that has been sold outside this market.

Suggested response: Exit the application and contact Nortel technical assistance to get the administration software for the new market.

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Message: This is an old version of the browser that does not know how to

browse the <target> system of the <selected> customer. Please contact your system administrator.

Map file:<map file name> is not compatible with this version of Norstar Remote Tools.

Explanation: The version of the Browser tool you are using is out of date.

Suggested response: Click OK to close the tool. Contact Nortel technical assistance to get the

most recent version of Norstar Remote Utilities.

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Chapter 7 Using Workbooks and off-line programming

This chapter describes the OLP Workbook tool which allows you to enter system programming data offline into Excel worksheets called Workbooks. You then can upload that data to the Norstar system. Workbooks also allow you to acquire all or part of the data from a Norstar system, and then reload just the corrected information back to the system. The Excel-based workbooks use a set of macros as an Off-line programming tool that provides the interaction between the workbooks and the Norstar system.

The information in this chapter includes:

• “Understanding workbooks and off-line programming” on page 84

• “Configuring a workbook” on page 85

• “Programming a system using a workbook” on page 90

• “Acquiring information from a programmed system” on page 96

• “Working with programming and acquisition errors” on page 99

• “Changing the property settings for the workbook” on page 102

• “Understanding the About ICS Workbook dialog” on page 104

• “Troubleshooting worksheet data transfer” on page 105

Figure 38 ICSRT configuration tools

Remote Set tool

ICSRT

Norstar system

Browser Tool

Remote computer

Excel Workbook tool

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Understanding workbooks and off-line programming

Use the ICSRT off-line programming tool as another way to enter programming into a Norstar system. This tool also allows you to acquire programming from a Norstar system. This Off-line Programming tool uses a Microsoft Excel workbook file which contains a number of worksheets that contain the system data, some macros, and a map file specific to the type of system you are programming.

With this off-line programming tool, you can:

• program a Norstar system by transferring customized programming data from a workbook to the system, via the customer record in ICSRT

• populate a workbook with information from a Norstar system which is already programmed

• add new programming to a Norstar system which is already programmed by selecting a second workbook that contains only the required changes and either adding the information to existing programming or overwriting the information with the information from the workbook

To use the workbook tool, you need Microsoft Excel version 5.0 or higher. For best results, use Excel version 7.0 or higher.

You can use the workbook to record or plan programming without connecting to a Norstar system, but to transfer the programming to the system, or to populate a workbook with the programming information from a Norstar system, you need to use the Off-line Programming tool and a connection established through a customer record in the ICSRT.

Each version of Norstar systems has an Excel workbook consisting of a number of worksheets and macros that allow you to enter data from any computer that runs Excel for a specific system. This means that you can take the appropriate workbook file on a laptop to a customer meeting. After you enter programming information, you can assign the workbook to a customer database record and use the information in the record to configure a new Norstar system or update an existing system.

Caution: To avoid damaging the programming ability of the workbook, do not unhide,

delete, or rename any of the worksheets inside the workbook. Do not alter the Address worksheet in any way.

Restrictions

• DO NOT activate the Microsoft Excel feature Share Workbook in the Tools menu when you are programming a system or acquiring programming from a system. If it is turned on, data in some cells may be corrupted.

• Although the tool allows you to acquire and upload all the data, it is recommended that you only use this tool to acquire only those sections that need changing, and only change and upload those sections that have changed.

• Hardware settings cannot be updated with this tool, they can only be acquired. Use the Remote set tool or the Browser tool if you need to change hardware settings.

• Do not use workbooks as a backup and/or restore vehicle.

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Configuring a workbook

The ICSRT supplies default workbooks that reflect the different types of Norstar software, from version 2.0 forward. Within these workbooks, there are further system definitions and settings that need to be set before you use the workbook to program a system.

This section contains information about:

• “Accessing an assigned workbook” on page 85

• “Configuring the Workbook parameters” on page 86

Accessing an assigned workbook

If you created a customer record and assigned a default workbook, you can use the Select Workbook heading under the ICSRT Run Tool menu to select and open the workbook so that you

can configure the workbook to the system parameters.

1 Select the customer record on the Customer Info screen to which you assigned the record.

2 From the Run Tool menu, click Select Workbook.

A For your information dialog may display, reminding you to save multiple copies of the worksheets. This dialog only displays if Do not show this dialog in future checkbox on the dialog remains unchecked. Click on OK. A default Windows Open dialog appears, showing all the Excel workbook files that are associated with the Norstar Customer record you selected (

Chapter 7 Using Workbooks and off-line programming 85

Figure 39).

Figure 39 Windows Open screen

3 Select the workbook you want to work with.

4 Click on Open.

5 Go to “Configuring the Workbook parameters” on page 86 and configure the workbook with

the system configuration.

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Configuring the Workbook parameters

When you first create a workbook file you need to determine what type of system you will be programming so the workbook can display the correct information.

1 Open the workbook you want to program.

• If you already assigned a workbook to a customer, refer to “Accessing an assigned

workbook” on page 85.

• If you have not yet configured a client record,

a With the Customer Info screen open, but no customer selected, click on Run Tool, and

select Select Workbook.

b On the Windows Open screen, select the file that matches the version of Norstar

system that you will be programming.

c Click Open. The Excel spreadsheet opens.

Figure 40 Default Workbook listings

2 Under the ICS menu within the workbook, select Configure Workbook.

A screen similar to the one shown in Figure 41 appears.

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Chapter 7 Using Workbooks and off-line programming 87

Figure 41 Workbook Configuration screen

3 In the Workbook box, select the appropriate system descriptor.

4 In the Language box, select the language for the worksheet.

5 Click OK.

The workbook changes to the parameters defined by the system. If a language change is required, it could take up to 10 minutes to reconfigure the workbook.

6 Under the ICS menu, select Configure System Size.

A confirmation dialog box appears.

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7 Click Yes.

The Select System Size dialog box appears.

Figure 42 Select System Size dialog

8 Select the correct size of the system you will be programming, then click on OK.

If you do not know the size of the system you are programming, click Cancel, and find out this information before you proceed.

9 Under the ICS menu, select Configure Hardware

The Hardware screen appears (Figure 43). Note that the fields reflect the size of system you chose in step 9.

10 Ensure that the correct card types are selected for each of the modules, then click OK.

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Figure 43 Hardware screen

Chapter 7 Using Workbooks and off-line programming 89

11 Enter the parameters supplied by your customer into the Excel worksheets or go to step 14, if

you want to configure the data later.

12 Save the workbook.

• If you are working with a workbook already assigned to the customer, the workbook is

saved in the same folder where the CustomerInfo.mdb is located, in a folder called OlpWorkbooks\<systemid>.

Customer.mdb

OlpWorksheets

*.xls file

The workbook is now configured to the system and ready to use. Go to “Programming a

system using a workbook” on page 90.

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Warning: If the following prompt appears when you are trying to save a workbook, press

Cancel. If you press Ye s, the original workbook may become corrupted.

In this case, save the workbook with a different name.

• If you have not yet assigned the workbook, it resides in

<system drive>:\Programming Files\Nortel Networks\Icsrt\Workbook.

a Open the ICSRT application.

b Create a customer file and assign the workbook on the Add Customer Information

screen. Refer to

“Creating a customer record” on page 42 for details about adding a

customer

c Go to the next section, “Programming a system using a workbook” on page 90.

Programming a system using a workbook

Once you have configured your workbook file, you can use it to program a Norstar system.

Warning: When you use the Off-line Programming tool to program a newly-installed Norstar system, or one which has undergone a cold start, make sure that the Start DN entered in the workbook matches the one entered on the Norstar system. Use FEATURE **STARTUP to confirm the setting.

To change the programming of a Norstar system which has already been configured, make sure that the configuration data in the workbook matches the Norstar system programming. For example, if the Norstar system has been upgraded (more set or line ports added), or if DNs have been renumbered, you should acquire the Startup sheet before making any changes to the workbook. Refer to

In general, programming changes should be made by acquiring information from the regions on the Norstar system that need to be programmed, changing the programming in the workbook, then copying the required regions back to the Norstar system.

This section describes how to transfer the data from the workbook to the Norstar system, and includes the following information:

• “Using the workbook for programming” on page 91

• “Programming an existing system” on page 94

• “Creating and using an update workbook” on page 94

“Acquiring information from a programmed system” on page 96.

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Using the workbook for programming

1 Open ICSRT.

This step is optional, but it provides access to the customer record if you need to refer to customer information or connection settings.

2 Open the workbook that you prepared following the appropriate instructions under

“Configuring a workbook” on page 85.

3 Enter the required data into the various worksheets.

If you are updating an existing system, you may have created and assigned a separate workbook with programming only for that system. Refer to

workbook” on page 94.

4 On the top menu, click ICS, then select Program ICS.

The Program ICS dialog box displays (Figure 44).

“Creating and using an update

Figure 44 Program ICS dialog box

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5 Choose the Program ICS options that suit the way you want to program the system.

Refer to the table below for detailed descriptions.

Table 5 Program ICS dialog box options

Option Description

Partial Programming Choose this option if you only want to program only parts of the new

system. For instance, the installer may have configured the module settings when the system was installed, and therefore you do not want to overwrite these settings.

Then choose the Workbook Regions and other settings that you want to affect.

Full Programming Choose this option if the new system has no current programming,

other than the default programming, and you want to change all the settings. All the regions and options become selected.

WARNING: This is not a recommended option.

Pre-Validate In conjunction with the Partial or Full Programming selection, use the

Pre-Validate option to verify the selected information in the workbook before you use it to program the ICS. Pre-validation is performed without an online connection.

Important Pre-validating the programming information in an ICS workbook ensures that the information falls within the appropriate parameters or ranges which are allowed by the type of ICS. Because pre-validation does not check for accuracy of programming, you should not rely on it catch all programming errors.

Add to ICS Program In conjunction with the Partial or Full Programming selection, use

Add to ICS Program to add programming to existing ICS programming. This includes adding such things as line appearances, line pools assignments, or other items which are found in lists of identical items (Example 1). However, if a setting already exists in the ICS programming, the workbook programming would overwrite the ICS programming (Example 2).

Example 1: If DN 221 is programmed with the appearance of Line 001 and Line 002, and programming is added using a workbook which gives DN 221 a line appearance of Line 003, DN 221 will have the appearances of Lines 001, 002 and 003.

Example 2: If Line 001 is assigned to DN 221 as Appear only in ICS programming and assigned in the workbook as Ring only, the workbook programming would overwrite the existing programming.

Overwrite ICS Program In conjunction with the Partial or Full Programming selection, use the

Overwrite ICS Program option to program the ICS with specified information from the workbook without keeping any existing ICS programming.

For example, if DN 221 has lines 001 and 002 assigned to it and the ICS workbook only has line 003 assigned, lines 001 and 002 are replaced with line 003.

If the ICS workbook also has lines 001 and 002, but with different programming, then the ICS programming would overwrite the programming for lines 001 and 002, and they would remain set.

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Chapter 7 Using Workbooks and off-line programming 93

6 If you chose Partial Programming, from the Regions box and associated settings, select any

specific regions of programming information to overwrite by holding down the control key and clicking on the headings you want to program. If you want to select all of any category, such as all B1s (Set DNs), click on the button above the column. Notice that the Select All label above the button changes to Deselect all

Note: You can deselect selected items in Regions boxes by holding the control key and clicking the left mouse button. Be sure to have the cursor on the item you want to de-select.

7 Click OK.

The Program ICS screen appears, then the Connection Properties screen appears on top.

8 Ensure that the connection properties are correct for the system you want to connect to, then

click on Connect. The Current Activity field on the Program ICS screen displays information about the current status of the connection. Once the connection is established, this field shows activity as the ICS is updated from the workbook.

Figure 45 Program ICS and Connection Properties screens

The Progress field on the Program ICS screen indicates:

• which activity is being performed (display changes as activity changes)

• the number of data settings or regions to be processed

• the current number of processed regions (changes as the activity progresses)

• the names of the regions that have been processed (list expands as the activity progresses)

• the number of errors that are detected (changes as errors are encountered)

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Click Stop to stop programming.

Note: Stopping the activity does not cancel the programming changes which are made before you stopped the activity. Any programming which is transferred to the ICS before you click Stop becomes part of the ICS programming. If you stop an acquire, you can discard the information and return the workbook file to its original state by closing the file without saving changes, then re-opening the file.

The Errors box on the Program ICS screen displays any errors that occur during the programming.

Programming an existing system

When you want to change programming for an existing system, you can either create a second workbook that you use to update specific information (

on page 94), or you can acquire the current programming from the system into the workbook

already assigned to the customer, change the settings within the workbook, and then reprogram those settings back to the Norstar system. Refer to

system” on page 96.

“Creating and using an update workbook”

“Acquiring information from a programmed

Creating and using an update workbook

By creating a second workbook to use as an update tool, you can use the Off-line Programming tool to only update specific areas, without being concerned about overwriting other areas of programming, or messing up the original worksheet.

1 Open ICSRT.

2 Select the customer record.

3 From the Run Tool menu, click Select Workbook.

A For your information dialog displays, reminding you to save multiple copies of the worksheets ( remains unchecked.

Figure 46 For you information screen

Figure 46). This dialog is shown only if Do not show this dialog in future

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Chapter 7 Using Workbooks and off-line programming 95

4 Click on OK on the dialog box.

A default Windows Open dialog appears, showing all the Excel workbook files that are associated with the Norstar System record you selected (

Figure 47).

5 Select the workbook you want to copy, then click Open.

6 Use Save As to save a new workbook file.

7 Edit the information that you want to add or change on the system on the Excel worksheets

and save the file.

Figure 47 Windows Open screen

8 Use the process described in “Programming a system using a workbook” on page 90 to

program the new settings onto the ICS, using the Partial Programming setting, and either the Add Program or Overwrite Program settings.

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Acquiring information from a programmed system

You can populate a workbook file with the current programming data from a Norstar system. You must select the appropriate ICS type for the workbook before you acquire data, as explained in

“Configuring a workbook” on page 85.

1 Open ICSRT.

2 Select the customer record you want to work with.

3 From the Run Tool menu, click Select Workbook.

A For your information dialog displays, reminding you to save multiple copies of the worksheets. This dialog is shown only if Do not show this dialog in future checkbox on the dialog box remains unchecked.

4 Click on OK on the dialog box, if it appears.

A default Windows Open dialog appears, showing all the Excel workbook files that are associated with the Norstar System record you selected.

Figure 48 Windows Open screen

5 Select the workbook you want to work with.

6 Click Open. The Workbook opens in Excel.

7 On the top menu of the workbook, click ICS, then select Acquire ICS.

The Acquire ICS screen displays.

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Figure 49 Acquire ICS screen

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8 Choose the Acquire ICS options that suit the way you want to program the system.

Refer to the table below for detailed descriptions.

Table 6 Acquisition variables

Option Description

Partial Acquisition Choose this option if you only want to acquire only specific parts of

the system. For instance if you want to change some Terminals & Sets programming, but you want to first see what is already programmed, you might choose to acquire just this part of the programming.

Choose the settings you want to acquire in Regions fields.

Full Acquisition Choose this option you want to acquire all the programming from a

system. Note that all the fields in the Regions area are automatically selected.

WARNING: This is not a recommended option.

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Warning: Do not use the cut or paste functions in any applications on your PC when you

are acquiring programming from a Norstar system.

Warning: Acquiring programming information from a Norstar system overwrites some or all of the information in the workbook. To avoid losing data, acquire information into a new, clean copy of the workbook file. To keep the existing information, save the existing file under a different name, or do not save the changes after the acquiring programming. Any information added in the workbook such as notes, titles, headers and comments is not overwritten by acquiring programming.

9 If you chose Partial Acquisition from the Regions box, select any specific regions of

programming information you want to overwrite by holding down the control key and clicking on the selections. If you want to select all of any category, such as all B1s (Set DNs), click on the button above the column. Notice that the Select All label above the button changes to

Deselect all

Note: You can deselect selected items in Regions boxes by holding the control key and clicking the left mouse button. Be sure to have the cursor on the item you want to de-select.

10 Click OK.

The Acquire ICS screen appears, then the Connection Properties screen appears on top.

Figure 50 Acquire ICS and Connection Properties screens

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Chapter 7 Using Workbooks and off-line programming 99

11 Ensure that the connection properties are correct for the system you want to connect to, then

click on Connect.

The Current Activity field on the Program ICS screen displays information about the current status of the connection. Once the connection is established, this field shows activity as the workbook is updated from the Norstar system.

The Progress field indicates:

• which activity is being performed (display changes as activity changes)

• the number of data settings or regions to be processed

• the current number of processed regions (changes as the activity progresses)

• the names of the regions that have been processed (list expands as the activity progresses)

• the number of errors that are detected (changes as errors are encountered)

Click Stop to stop programming.

12 Save the file.

Once the acquire process is complete, you can click through the worksheets in the workbook and make any changes that you require. Then you can either reprogram the Norstar system with all the programming (not recommended), or you can use the Partial programming option to update the specific areas that you changed. Refer to

“Programming a system using a

workbook” on page 90 for details about using the workbook programming feature.

Working with programming and acquisition errors

If any errors are encountered during pre-validation, programming or acquisition, an error list is generated. You can access the error list by clicking Edit Errors on the ICS menu. You can view the error list, go to any problem spots in the workbook, and save the error information into a special sheet in the workbook for reference purposes. Refer to

page 100.

You can set the maximum number of errors reported by the Off-line Programming tool. Refer to

“Understanding the About ICS Workbook dialog” on page 104

If no errors are encountered during pre-validation, programming or acquisition, the error list will be empty.

“Using the OLP Error dialog” on

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Using the OLP Error dialog

If you notice there are errors during the programming or acquisition process, you can view these errors on the OLP Errors dialog box. You can also correct the error from this dialog box.

1 If the workbook is not already open, open the workbook where the errors occurred.

2 Under the ICS menu, select Edit Errors.

The OLP Errors dialog box appears. Table 7 describes the fields found on this dialog box.

Figure 51 OLP Errors dialog box

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