Panasonic courier manager Guide

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messaging made easy
messaging system
windows 98
windows n t
courier
manager
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TABLE OF CONTENTS
ADVANTAGES OF WINDOWS PLATFORM OVER DOS .....................................................................4
WINDOWS KNOWLEDGE NEEDED TO INSTALL AND SUPPORT COURIER......................................4
ABOUT THE COURIER VOICE PROCESSING SYSTEM.................................................... 5
COURIER....................................................................................................................................... 6
COURIER PLUS ............................................................................................................................8
COURIER UMS ...........................................................................................................................10
GETTING STARTED: PHYSICAL INSTALLATION........................................................... 13
TWO-PORT COURIER SCHEMATIC............................................................................................14
FOUR-PORT COURIER PLUS SCHEMATIC ................................................................................ 15
FOUR-PORT COURIER UMS SCHEMATIC .................................................................................16
API INTEGRATION ......................................................................................................................18
Call Record............................................................................................................................ 18
Off Hook Voice Announce......................................................................................................18
GETTING STARTED: SOFTWARE PROGRAMMING....................................................... 20
DBS PROGRAMMING ..................................................................................................................20
Telephone System Programming for API Integrated DBS Series.......................................... 20
Telephone System Programming for In-Band Integrated DBS Series ...................................22
Telephone System Configuration for In-Band Integrated 576 Series ....................................23
CONSIDERATIONS FOR THIRD-PARTY VOICE MAIL ..................................................................... 24
COURIER PROGRAMMING ................................................................................................... 25
BOOTING THE APPLICATION........................................................................................................ 25
OPENING COURIER UI & LOGIN ......................................................................................... 30
LOGIN..........................................................................................................................................31
PORTS.........................................................................................................................................32
CONFIRM COURIER ANSWERS TELEPHONE ..............................................................................32
HELP FILE ACCESS......................................................................................................................32
COURIER BASIC SET-UP INTERFACE ........................................................................................33
System Parameters.................................................................................................................34
Voice Mail Parameters .......................................................................................................... 35
PBX Parameters ....................................................................................................................35
Port Specific Parameters ....................................................................................................... 36
Mailboxes ..............................................................................................................................37
Mailbox Maintenance............................................................................................................42
Name Directory .....................................................................................................................57
System Greetings ...................................................................................................................60
System Greeting Schedules .................................................................................................... 63
System Greetings by Port....................................................................................................... 65
System Greeting Schedule by Trunk ......................................................................................66
Audiotex................................................................................................................................. 67
SYSTEM ADMINISTRATOR OPTIONS FROM THE TELEPHONE ................................ 76
BASIC DISPLAY AND NON-DISPLAY PHONE USE........................................................... 77
FIRST TIME USER SETUP ......................................................................................................78
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COURIER QUICK REFERNCE CARD................................................................................... 79
IVR PROCESSING ..................................................................................................................... 80
IVR PARAMETERS ......................................................................................................................80
IVR NUMBER MAINTENANCE.....................................................................................................82
TRANSLATION NUMBERS ..................................................................................................... 84
BROWSE .....................................................................................................................................84
Guidelines.............................................................................................................................. 84
ADD............................................................................................................................................ 85
DELETE....................................................................................................................................... 86
STATISTICAL REPORTS......................................................................................................... 87
TRAFFIC......................................................................................................................................88
MAIL BOX SUBSCRIBER REPORT................................................................................................. 88
SYSTEM STATISTICS / EXECUTIVE SUMMARY REPORT (BY PORTS).............................................. 88
AUTOMATED ATTENDANT / CALL BREAKDOWN .........................................................................88
AUTOMATED ATTENDANT / SUBSEQUENT TRANSACTIONS.......................................................... 89
MESSAGE CENTER TRAFFIC (FOR ALL PORTS)............................................................................. 89
EXTENSION REPORT.................................................................................................................... 90
MENU REPORT............................................................................................................................90
UTILITIES................................................................................................................................... 91
PURGE OLD MESSAGES............................................................................................................... 91
DISTRIBUTION LISTS .............................................................................................................92
DISTRIBUTION LIST MAINTENANCE ............................................................................................92
PARAMETERS ........................................................................................................................... 94
SYSTEM PARAMETERS ................................................................................................................ 94
AUTOMATED ATTENDANT PARAMETERS ....................................................................................98
VOICE MAIL PARAMETERS ....................................................................................................... 101
AUDIOTEX PARAMETERS .......................................................................................................... 105
PBX PARAMETERS ...................................................................................................................107
OPERATOR PARAMETERS .......................................................................................................... 110
PORT SPECIFIC PARAMETERS ....................................................................................................112
TRANSACTION STATISTICS ...............................................................................................114
PBX WIZARD ...........................................................................................................................115
NIGHTLY MAINTENANCE ROUTINES ............................................................................. 115
DATA FILES BACK-UP TO THE A: DRIVE...................................................................................116
EXECUTION OF DAYSTATS.BAT FILE .........................................................................................116
MESSAGE MAINTENANCE .........................................................................................................116
INDEX FILE MAINTENANCE ....................................................................................................... 116
OPTIONS ...................................................................................................................................116
FORCE USER TO LOGIN ON STARTUP ........................................................................................116
LOG ALL ACTIVITY TO FILE .......................................................................................................117
AUTO LOGOFF .......................................................................................................................... 117
COURIER FILES & FOLDERS.............................................................................................. 118
NETWORKING: NOVELL, NT & 98 SE.............................................................................. 120
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INSTALLING A REMOTE USER INTERFACE..................................................................122
INSTALLING UPDATES TO SOFTWARE ..........................................................................123
INSTALL SHIELD INSTALLATIONS.............................................................................................. 123
SELF-EXTRACTING ZIP FILES....................................................................................................123
SETTING THE JUMPERS .............................................................................................................. 124
CONFIGURATION OF HARDWARE ................................................................................... 125
JUMPERS ................................................................................................................................... 125
PHYSICAL INSTALLATION OF HARDWARE FOR UPGRADE .......................................................... 125
Machine Disassembly .......................................................................................................... 125
DRIVER CONFIGURATION.......................................................................................................... 126
NON-API SETUP AND TEST ROUTINE ..............................................................................129
API SETUP AND TEST ROUTINE ........................................................................................ 129
API SETUP AND TEST ROUTINE ........................................................................................ 130
PCANYWHERE ........................................................................................................................ 131
RHETOREX ACCUCALL PLUS FOR WINDOWS ............................................................. 132
PURPOSE OF ACCUCALL PLUS FOR WINDOWS ...........................................................................132
USING ACCUCALL PLUS FOR WINDOWS.................................................................................... 132
LEARN NEW TONE COMMAND (TOOLS MENU) .........................................................................132
LEARN NEW TONE DIALOG BOX............................................................................................... 133
LEARNING…DIALOG BOX ........................................................................................................133
APPENDIX 1 – AUDIOTEX MAINTENANCE WORKSHEET.......................................... 134
IOM 999 – FIRST LEVEL CHOICES .................................................................................... 134
NEXT LEVEL CHOICES.......................................................................................................135
INDEX ........................................................................................................................................136
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INTRODUCTION
ADVANTAGES OF W INDOWS PLATFORM OVER DOS
Panasonic is a leader in providing 32-bit architecture for Microsoft Windows 98 and NT, with significant advantages for the user. Those advantages include:
Online System Administration while System is taking calls
Pop-up Menus for ease of System Set-up
Graphic Computer Program for easy point-and-click desktop messaging and
phone management
On-Screen Help Files context-sensitive via F1 access
Remote diagnostics access for Trouble Shooting and/or Administration
Additional system attributes include:
PBX Wizard for selection from predefined PBX Set-Up configurations
Caller ID options
Nightly automatic Dat file down-load to floppy drive
LAN connectivity
Internet connectivity
Access to 90,000 mailboxes
Extensive Class of Service customization
W INDOWS KNOWLEDGE N EEDED TO I NSTALL AND SUPPORT COURIER
To install and support the PanaVOICE Courier, it is necessary to have:
A basic working knowledge of Windows 95/98/NT.
Familiarity with the task bar, the ‘Start’ button, and how to use Windows Explorer.
A comfort level with using the ‘mouse’ and a cursory knowledge of right and left
‘mouse’ button controls.
An understanding of ‘Network Neighborhood’ properties and TCP/IP settings.
If the system is to be installed onto a network with client software installed remotely, such as the Courier UI (User Interface) or the Mail Quest, a more extensive familiarity with Microsoft networking will be needed.
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ABOUT THE COURIER VOICE PROCESSING SYSTEM
The PanaVOICE Courier Voice Processing System is a comprehensive Automated Attendant and Voice Mail application designed to deliver solutions for almost any customer application. The Courier line is comprised of three distinct systems, and is based on Microsoft’s Windows Operating System to take full advantage of Microsoft’s multi-tasking capabilities and tools.
Each Courier platform can be configured as a stand-alone system to provide robust voice processing functionality, or can be connected to your office Local Area Network (LAN). Each Courier platform comes equipped with a Network Interface Card (NIC), so even if a company is not LAN-ready today, the Courier is. Each platform utilizes this NIC for different functions, which are explained later.
The three distinct Courier platforms have been designed to meet individual market segments and customer applications from both a hardware standpoint, as well as software. In addition, the various PC’s and components have been configured to meet with our pricing strategy for these three segments.
The following information will give you a general understanding of these three platforms, including some detailed information on the hardware specifications:
Courier – Suitable for all In-Band integrated systems. Panasonic API integration includes all functionality excluding telephone display screens. Two to eight ports. Ports terminate in RJ-14 phone jacks. Windows 98 SE operating system.
Courier Plus – Suitable for all In-Band integrated systems. Panasonic API integration includes all functionality including telephone display screens. Four to 16 ports. Ports terminate in RJ-14 jacks. Windows 98 SE operating system.
Courier UMS – Suitable for In-Band integrated systems. Panasonic API integration includes all functionality including telephone display screens. Four to 32 ports. Ports terminate in RJ-14 connectors. Windows NT Workstation Operating System.
All station connections to Courier voice processing systems will be analog. Ideally, you will terminate the voice mail extensions into RJ-14 jacks. A single phone cord can then run from the Courier to the wall jack for each two ports installed.
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C OURIER
2 Ports to 8 Ports
Windows 98 SE Operating System
In-Band Integration with all Telephone Systems
API Integration includes all functionality excluding telephone display screens
The Courier model provides exceptional value with its Windows 98 SE operating system and its Auto Attendant and Voice Messaging functionality for smaller telephone system configurations. The Courier model is available in 2 and 4 port base units, and can expand up to 8 ports as business needs require.
As a standard feature of the Courier, a network Interface Card is built-in, which can be easily connected to your Network or directly to an individual office PC. This standard feature provides access to the Courier’s programming user interface so that the system can be administered right from the System Administrators desktop.
Courier platforms having four (4) or more ports come equipped with a modem and PC Anywhere. The Courier two-port platform does not come equipped with a modem, however these useful tools can be purchased as an option. The modem and software also give access to the Courier programming from remote locations.
An API (Application Processing Interface Card) can be added as an option to the DBS phone system and connected to the Courier model to provide call recording, off-hook voice announcement, and trunk mapping. The Courier model does not provide for any Display Screen Integration. The following details the Courier hardware specifications:
The Courier motherboard supports up to seven expansion cards, all of which can be full length ISA cards, on an industry standard Baby AT format motherboard. Its compact size, high reliability and large number of expansion slots makes it an ideal alternative to expensive passive back-plane system architectures.
FEATURES
Long and stable product life cycle 7 expansion slots; supports up to 7 full length ISA cards Baby AT industry standard form factor High quality, long life components ISO 9002 certified manufacturing process Network Interface Card
PROCESSOR
AMD 133 MHz
HARD DRIVE
1 GB Minimum
FLOPPY DRIVE
1.44 MB
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ISA NETWORK INTERFACE CARD
10 MB
SYSTEM MEMORY
32 MB in three 72-pin SIMM sockets
CONNECTORS
2 serial ports 1 parallel port 2 IDE connectors 1 floppy connector 1 mini-DIN-6 PS/2 mouse, 1 AT keyboard connector
EXPANSION SLOTS (6-1-0)
Six 16 bit ISA slots One shared 32-bit PCI/8-bit ISA slot
PCB
Four layer, Baby AT form factor 9.84" (25 cm) x 8.66" (22 cm)
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C OURIER PLUS
4 Ports to 16 Ports
Windows 98 SE Operating System
In-Band Integration with all Telephone Systems
Full API Integration
The Courier Plus model is also based on Microsoft’s Windows 98 SE Operating System, but delivers the next level of performance and additional expansion capability. The Courier Plus’s added functions are delivered as a result of a minimun 300 MHz processor and standard 32 MB of memory for optimum performance, and also come equipped with 4 built-in cooling fans
As a standard feature of the Courier Plus, a net work Interface Card is built-in, which can be easily connected to your Network or directly to an individual office PC. This standard feature provides access to the Courier’s programming user interface so that the system can be administered right from the System Administrators desktop.
This platform comes equipped with an internal 56K modem and PC Anywhere software for the purpose of remote access to the User Interface.
For advanced integration with the DBS phone system, the Plus can also accommodate the DBS API as an option. This integration, among other things, provides both small and large screen telephone display information. This display permits access to the various features of the voice processing system without having to remember a wide variety of codes, resulting in a very user friendly system.
The Courier Plus system can also provide Fax capabilities such as detect and routing.
Through the Courier Plus’s built-in 10MB Network Interface Card, the system can be connected to your office LAN to Integrate your voice, and text messages directly on the users PC screen. This is accomplished by adding the Courier Mail Quest application to any of the users PC’s. This application permits users to listen, forward, delete, etc. voice, and text messages by the click of their mouse.
The Courier Plus provides a choice of 4, 8, 12, or 16 ports base models. The following details the Courier Plus hardware specifications:
The Courier Plus platform has the ability to support up to six ISA expansion cards on an industry standard Baby AT format motherboard. In addition, it offers many features designed specifically for industrial applications.
FEATURES
Long and stable product life cycle 7 expansion slots; supports up to 6 full length ISA cards Baby AT form factor Monitors fan, temperature, and power supply voltages High quality, long life components ISO 9002 certified manufacturing process Network Interface Card Internal 56K Modem & PC Anywhere
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PROCESSOR
AMD 300 MHz Minimum
HARD DRIVE
6.4 GB Minimum
FLOPPY DRIVE
1.44 MB
ISA NETWORK INTERFACE CARD
10 MB
SYSTEM MEMORY
32 MB
CONNECTORS
2 connectors for external USB ports 2 serial ports 1 parallel port 2 IDE connectors 1 floppy connector 1 PS/2 mouse port 1 PS/2 or AT keyboard port 1 12-pin standard AT power supply connector 1 20-pin ATX power supply connector
EXPANSION SLOTS
5 dedicated 16-bit ISA slots 1 shared ISA/PCI slot 1 dedicated PCI slot
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C OURIER UMS
4 Ports to 32 Ports
Windows NT Operating System
In-Band Integration and Full API Integration
The Courier UMS model is based on Microsoft Windows NT Workstation Operating System and runs on an advanced industrialized PC platform with its Intel Pentium II Minimum 350 Processor and standard 64 MB of memory. It can be configured as a stand-alone system, or connected to your LAN (through its built-in NIC) to provide Unified and Integrated Messaging functionality.
The UMS platform also comes equipped with an internal 56K modem and PcAnywhere software for the purpose of remote access to the User Interface.
The Courier UMS platform uses PCI voice board technology, which allows this system more flexible growth opportunities. There are two types of PCI boards that are used, a 4 port & an 8 port. This high-density card allows us to use one hardware PC platform to provide growth from 4 to 32 ports. Only 4 PCI slots are required to get a maximum of 32 ports!
Just like the Plus, the Courier UMS system can be configured to use the DBS’s optional API card for maximum system integration. This digital connection also enables quicker processing of calls through the Courier thereby maximizing port utilization.
The UMS comes in base configurations of 4, 8, 12, 16, 24, & 32 ports. The following details the Courier UMS hardware specifications:
FEATURES
Long and stable product life cycle 4 expansion slots; 3 PCI, 1 shared NLX v1.2 form factor Minimal jumper design High quality, long life components 100 MHz Front Side Bus (FSB) ISO 9002 certified manufacturing process Network Interface Card Internal 56K Modem & Remote Software High Density PCI Voice Boards
PROCESSOR
Pentium II Processor 350 MHz
HARD DRIVE
6.4 GB Minimum
FLOPPY DRIVE
1.44 MB
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ISA NETWORK INTERFACE CARD
10/100 Mbit/sec LAN hardware
SYSTEM MEMORY
Three 168-pin DIMM sockets 64 MB of synchronous DRAM (SDRAM)
CONNECTORS
2 connectors for external USB ports 2 serial ports 1 parallel port 2 IDE connectors 1 floppy connector 1 PS/2 mouse port 1 PS/2 or AT keyboard port 1 12-pin standard AT power supply connector 1 20-pin ATX power supply connector
EXPANSION SLOTS
3 PCI slots 1 shared ISA/PCI slot
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The following chart is a quick view of the major elements of each system, and how they may differ in certain categories:
COURIER COURIER PLUS COURIER UMS
Base System
Expansion Increments
Expansion Limit
Operating System
Processor Speed
Memory
ISA Slots
PCI Slots
Shared PCI/ISA
Cooling Fans
Hard Drive
Hours of Storage
Mailboxes
Data Files Nightly Back-Up
Hard Drive Mirror Back-Up
2 & 4 Port 4,8,12, & 16 Port 4,8,12,16,24, & 32 Port
2 or 4 Port Increments
2 Ports: 8 Ports
4 Ports: 8 Ports
Windows 98 SE Windows 98 SE Windows NT Workstation
133 MHz 300MHz Minimum 350 MHz Minimum
32 MB 32 MB 64 MB
65N/A
N/A 1 3
111
444
1 GB (minimum) 6.4 GB (minimum) 6.4 GB (minimum)
Up To 40 Hours Up To 550 Hours Up To 550 Hours
Not Restricted Not Restricted Not Restricted
Standard Standard Standard
N/A Optional Optional
2 or 4 Port Increments
16 Ports 32 Ports
4 & 8 Port Increments
Color Monitor Package
Modem & Remote Software
Floppy Drive
API Integration
Fax Detect & Route
Courier Mail Quest
Network Interface Connection
Integrated Messaging
Unified Messaging
Three-Year Warranty
Optional Optional Optional
Optional – 2 ports
Standard – 4 ports
Standard Standard Standard
Full Functionality
No Display Screens
Standard Standard Standard
N/A Optional Optional
Standard 10MB Standard 10MB Standard 100MB
N/A Optional Optional
N/A N/A Optional
Standard Standard Standard
Standard 56K
PC Anywhere
Full Functionality Full Functionality
Standard 56K
PC Anywhere
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GETTING STARTED: PHYSICAL INSTALLATION
The following information is provided to assist you in setting up the physical elements of the Courier systems and the DBS.
1. Confirm the inclusion of all parts
Part Description Qty
Computer Computer with pre-loaded Courier Software. 1
AC Cord AC power cord to connect to standard 110 V AC 50/60 Hz
Security Key Security “key” required for Courier to function. 1
Windows 98 SE & Windows NT Software
Accessory Kit Courier and Courier Plus systems Include screws and
Modem Manual
Video Card Manual
Mother Board Manual
Video Card Manual
receptacle.
Includes Windows 98 SE Windows NT book, registration card and Windows 98 SE Windows NT recovery CD-ROM.
washers for mounting a CD-ROM drive and the Courier UMS also includes fastening screws to stabilize the installation of additional voice boards.
Modem specifications and usage instructions are documented in this manual
Network Card specifications and usage instructions are documented in this manual.
Mother Board Specifications are documented in this manual. 1
Video board specifications are documented in this manual. 1
1
1
1
1
1
Note: A PS2 type Mouse, IBM AT type keyboard (Courier & Courier Plus) PS2 keyboard for Courier UMS and a SVGA type monitor is required during the initial installation of the Courier system. These items are not included with the system and must be purchased separately.
2. Plug in the Keyboard, Mouse, Monitor and Security Key
The connectors can be located by referring to diagram C001 for Courier and C002 for Courier Plus and C003 for Courier UMS units.
Install the security key onto the back of the Courier system. The security key is located in a plastic bag along with other system hardware. Use a screwdriver to secure the key to the Courier system. Installation of this key is imperative to Courier operation.
3. Connect the female end of the AC Power cord into the Courier.
(Again by following the appropriate diagram) and then plug the male end into a standard 110 V AC 50/60 Hz receptacle.
Line drawings of each of the three systems (Courier, Courier Plus, and Courier UMS) are provided on the next three pages. These drawings will assist you in identifying the various connectors and cards equipped on each system.
In addition, these drawings also detail the proper pin configuration of the various voice boards that are used.
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TWO-PORT COURIER SCHEMATIC
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F OUR-PORT COURIER PLUS SCHEMATIC
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F OUR-PORT COURIER UMS SCHEMATIC
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4. Equip the DBS System with the appropriate hardware.
Use the table below as a guide to make sure you have all the DBS hardware necessary for a complete installation.
Courier, Courier Plus, Courier UMS
1-4 Ports
DBS Type Model Number API Non-
VB-4970IP
DBS
824
DBS
DBS
576
(API)
VB-43709
(SLT Adapter)
VB-42551 1 0 1 0 1 0 1 0 N/A N/A
VB-4970IP
(API)
VB-43621A
(AEC)
VB-2089P
(SLT Ringer)
VB-43431
(MFR)
VB-43709
(SLT Adapter)
VB-43551 1 0 1 0 2 0 3 0 4 0
VB-44131
(API)
VB-44620
(AEC)
VB-44513 1 0 1 0 2 0 3 0 4 0
API
1 0 1 0 N/A N/A N/A N/A N/A N/A
1 1 2 2 N/A N/A N/A N/A N/A N/A
11111110N/AN/A
11112223N/AN/A
01010101N/AN/A
01010101N/AN/A
0 1 0 2 0 N/A N/A N/A N/A N/A
1010101010
1111223344
Courier, Courier Plus, Courier UMS
5-8 Ports
API Non-
API
Courier Plus, Courier UMS
8-16 Ports
API Non-
API
Courier UMS
17-24 Ports
API Non-
API
Courier UMS
25-32 Ports
API Non-
API
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API INTEGRATION
The API connection to the Panasonic DBS/576 phone system provides the Courier with a high-speed, digital link to the telephone system. This allows for very fast and accurate call progress detection and message waiting indication. In addition, the following enhancements are provided:
Trunk mapping
Utilization of the Call Record feature
Off Hook Voice Announce from Courier when a second call comes in and is
directed to a busy station
Caller ID information presented on calls and attached to voice messages
Enhanced display screen interface on both large and small screen telephones
(Courier Plus and Courier UMS only)
Message Lights are controlled via the API link which relieves a port of that duty
All station connections to Courier voice processing systems will be accomplished through analog ports from the DBS for voice paths. Ideally, for the Courier and Courier Plus, you will terminate the voice mail extensions into RJ-14 jacks. A single phone cord can then run from the Courier to the wall jack for each 2 ports installed.
All API integrated systems connect via the 9 pin RS-232 port on the rear of the Courier unit. A proprietary 9 pin to 25 pin API cable must be used to connect the port with the RS-232 connector on the telephone system. The RS-232 connector will be clearly marked as ‘API’ and will also be labeled ‘COM1’.
The Integrated version with API and CPC-M/B has an 8-port maximum, and the CPC-B & EX with API has a 16-port maximum. The API integration allows for features such as large and small screen visual menus, easy message access, light indication without using a voice port, message scheduling by trunk, the call record feature, and OHVA (Off Hook Voice Announce) from Courier.
Because the API is being used, the telephone system has a direct digital link to the Courier. This allows for faster integration because the API is exchanging information to and from the Courier directly to the backplane of the DBS telephone system.
CALL RECORD
The Call Record feature, which is available on all API Integrated Systems, will allow a user to press a record key on their telephone to start recording their telephone conversation. The recorded message will be saved as a new message in the user’s voice mailbox.
OFF HOOK VOICE ANNOUNCE
The Off Hook Voice Announce feature can now be accomplished through the Courier. If your extension is busy, the Courier can dial “5” and announce the call. You have the option of:
Accepting the call, Sending the caller to your mailbox to leave a message, or Allowing the call to queue until you finish your current call.
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5. Wire the DBS analog ports to the voice boards.
The order of the voice board connectors is clearly marked on the back of the PC adjacent to each board.
IT IS IMPERATIVE THAT PORTS FROM THE DBS BE CONNECTED TO THE VOICE BOARDS IN SEQUENTIAL ORDER.
YOU MUST MATCH THE LOWEST DBS PORT YOU ARE USING TO THE LOWEST VOICE BOARD PORT AND CONTINUE IN SEQUENTIAL ORDER.
For example, if you are using ports 9,10,11 and 12 of the DBS, port 9 should be connected to Port 1 of the voice board, port 10 to port 2 of the voice board and so on.
The Courier and Courier Plus Systems use 2- and 4-port ISA voice boards depending on the configuration. The 2-port voice boards have two connectors handling 1 port each and are clearly designated on the back of the PC adjacent to the voice board. In the case of a 2-port voice board, the center pair of the connector must be connected to the DBS analog port. Refer to diagram C001 for the pin configuration of these connectors.
In the case of a 4-port voice board, there are also 2 connectors on the voice board. These will also be clearly marked on the PC. In this case, the center pair of each connector is the first port of that connector and the outer pair is the second. Since the Courier Plus system uses the same connector types, you can refer to diagram C002 for the pin configuration.
The Courier UMS uses both 4- and 8-port PCI voice boards depending on the configuration. The Pin configuration is the same as the Courier and Courier plus units in that the center pair of the first connector is port 1; the outer pair is port 2 and so on for each connector. For an example of the pin configuration of a 4-port Courier UMS, refer to diagram C003.
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GETTING STARTED: SOFTWARE PROGRAMMING
This section will describe details and explanations regarding the Courier and DBS software programming logic to assist you in understanding the step-by-step process of programming customer applications.
DBS PROGRAMMING
TELEPHONE SYSTEM P ROGRAMMING FOR API INTEGRATED DBS S
ERIES
SET THE API SLOT ASSIGNMENT.
For the DBS 824:
Press FF1 Dial 2# 1# 19# Enter 1
For the DBS 40/72/96:
Press FF1 Dial 2# 1# 20# Enter 1
ST
Extension Port # Courier voice mail is installed on
ST
AEC is being used followed by the #
SET THE CALL FORWARD NO ANSWER TIMER
Press FF1 Dial 3# 17# 4#
PROGRAM THE “VOICE MAIL TONEPARAMETER TO RETURN BUSY TO THE COURIER.
Press FF1 Dial 2# 1# 21# Enter 1#
ASSIGN A TERMINAL TYPE TO THE VOICE MAIL EXTENSION PORTS.
Press FF3 Enter the first voice mail extension port number Dial 2# (“Tel Set Type” appears) Enter “41” as the terminal type for the first port Press Hold to go to next port number using 42-56
Note: It is imperative that all ports used be sequential.
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PUT THE VOICEMAIL EXTENSION PORTS IN A HUNT GROUP.
Dial FF4 Enter 3# (Hunt Group Number)# 1# Enter the Pilot number # Dial 0# for Terminal Hunting Press # 2 times Enter VM pilot number # as transfer extension Enter VM extension # from low to high Hit the # key after each entry
SET PERMANENT FORWARDING FOR EACH EXTENSION.
Press FF3 Enter the extension port number you wish to forward Dial 42# Enter the type of forwarding followed by the # Enter voicemail pilot number followed by the # sign Repeat steps for each extension
PROGRAMMING THE VOICE MAIL TRANSFER KEY ON API INTEGRATED SYSTEMS.
Press FF5 Enter 1st port # of the phone to be programmed Enter the FF key number to be programmed Press Conf’ Prog Auto Auto VM Pilot Number # Press ‘Hold’ to advance to the next port
PROGRAMMING A CALL RECORD KEY ON API INTEGRATED SYSTEMS
Press FF5 Enter 1
st
port # of the phone to be programmed
Enter the FF key number to be programmed Press Conf Prog Auto FF11 VM Pilot Number, # Press ‘Hold’ to advance to the next port
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TELEPHONE SYSTEM P ROGRAMMING FOR IN -BAND INTEGRATED DBS SERIES
PROGRAM THE “VOICE MAIL TONEPARAMETER TO RETURN BUSY TO THE COURIER.
Press FF1 Dial 2# 1# 21# Enter 0#
ASSIGN A TERMINAL TYPE TO THE VOICE MAIL EXTENSION PORTS.
Press FF3 Enter the first voice mail extension port number Dial 2# (“Tel Set Type” appears) Enter “10” as the terminal type for DB Series. (Enter “15” as the terminal type for the
824.)
Press Hold to go to the next port number
PUT THE VOICEMAIL EXTENSION PORTS IN A HUNT GROUP.
Dial FF4 Enter 3# (Hunt Group Number)# 1# Enter the Pilot number # Dial 0# for Terminal Hunting Press # 2 times Enter the VM pilot # as the transfer extension Enter the VM extension # in order, from low to high Hit the # key after each entry
SET PERMANENT FORWARDING FOR EACH EXTENSION.
Press FF3 Enter the extension port number you wish to forward. Dial 42# Enter type of forwarding followed by the number 2 (or 3) Enter the VM pilot number followed by the # sign Repeat steps for each extension
SET CALL FORWARD ID CODES FOR INDIVIDUAL EXTENSIONS.
From a phone, hit on/off Prog Auto * Enter the extension # you forwarded to voice mail Enter # and the extension number Press Hold Repeat for each extension forwarded to VM
Note: For In-Band integrated Courier voice mail, use *4 plus the extension number to light the message waiting light and *5 plus the extension number to cancel the message light. This must be done from the same port.
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TELEPHONE SYSTEM C ONFIGURATION FOR IN -BAND I NTEGRATED 576 SERIES
SET EXTENSION NUMBERS FOR VOICE MAIL PORTS
Press FF3 Dial 0 BSSC 02 HOLD (Extension Number) BLK DOWN Repeat for each VM: extension number BLK DOWN
PROGRAM SLT VOICE MAI L CONNECTION
Press FF3 Dial 0 BSSC 04 06 HOLD 1 BLK DOWN Repeat for each voice mail port
SET LOOP DISCONNECT SIGNAL
Press FF3 Dial 0 BSSC 04 20 HOLD 1 BLK DOWN Repeat for each voice mail port
ASSIGN CLASS OF SERVICE ON EACH VOICE MAIL PORT.
Press FF3 Dial 0 BSSC 07 HOLD 15 BLK DOWN Repeat for each VM: extension 15 BLK DOWN
SETUP HUNT GROUP
Press FF5 Dial 1 (Hunt Group Number) 01 HOLD 1 HOLD Enter (pilot number for the voice mail) HOLD Enter each VM extension # (members) and hit HOLD
CALL FORWARDING PROGRAMMING
Press FF8 Dial 1 09 0 HOLD (Ext # to be Forwarded) HOLD (voice mail pilot number) HOLD. {For Busy} Enter the voice mail pilot number again Hit HOLD. {For No Answer} Repeat for each extension
SET CALL FORWARD ID CODES FOR ALL FORWARDED EXTENSIONS
Press FF8 Dial 1 05 HOLD HOLD extension number Hit HOLD # extension number HOLD Repeat for each extension forwarded to voice mail
Note: For an In-Band integrated Courier, use *41 plus the extension number to light message lights, and to cancel message lights use *49 plus the extension number.
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C ONSIDERATIONS FOR T HIRD-PARTY V OICE M AIL
The Courier is capable of functioning as third party voice mail on many telephone systems. In most cases, simply choosing the appropriate PBX type on the PBX Parameter screen will configure the Courier for correct operation on that telephone system.
For telephone systems not listed, simply set the Lamp On and Lamp Off Protocols and adjust the PBX parameters, if necessary. The majority of telephone systems can use the default PBX parameters at their current settings.
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COURIER PROGRAMMING
B OOTING THE APPLICATION
Once the Courier & DBS physical hardware has been established, it is time to turn on the PC, and boot the application.
You will notice during this boot procedure, several programs that are launching. Most of these programs will remain minimized at the bottom of the screen (to the right of the “Start” icon). Some will launch quickly, and not be minimized. The following programs will launch during the boot procedure:
Windows
PC Anywhere
Voice Card Drivers
Choose API Integrated or In-Band
Service Overlord
Winsock Overlord Broadcast
Serial Overlord
Courier Engine
Note: During the boot procedure, do not attempt to minimize, close, expand, etc. any program that is launching. The boot procedure will be completed when the final program (Courier Engine Ver. xxx) appears in lower task bar at the far right.
The following boot sequence will load when the system is powered on:
Note: Only Sequence 1 and 2 are different on the Courier UMS. The remaining Sequence steps are the same for all units.
1. Basic hard drive initialization
Courier and Courier Plus
Hard drive initialization will take approximately 20 seconds. Here you will recognize basic text over a black background.
Courier UMS
Courier NT start up screen will appear prompting the user to select either NT 4.0 or NT 4.0 VGA. There is no need to make an entry. NT 4.0 will automatically load after 4 seconds.
2. OPERATING SYSTEM LOADS
Courier and Courier Plus
The next program to boot is the Windows O/S. During this procedure, the Windows 98 banner will appear, and last for approximately 15 seconds.
Courier UMS
OS Loader text flashes very quickly and then NT 4.0 loads for 20 seconds. During this time you will see the operating system version and service version
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3. Windows 98 Banner
The next program to boot is the Windows O/S. During this procedure, the Windows 98 banner will appear, and last for approximately 15 seconds.
4. Windows Desktop
The screen will then change to the desktop background, and will show the cursor arrow and hourglass icon. After approximately 10 seconds, the Login and Password are automatically entered for you and you will see 2 programs launching simultaneously. These programs, PC Anywhere and the Voice Card Driver, will boot very quickly.
These two programs will not appear on the task bar when they are finished.
5. Choose API Integrated or In-Band
The system will stop at this point and ask you to choose between API Integration (API card installed in DBS), or In-Band Integration (DBS system without API card).
When you click YES or NO to this prompt, the Courier is configured appropriately.
Note: If the Courier is activated in API mode, it will expect the API link to be present at all times. If the link is not present, the Courier will deactivate and reactivate itself approximately every three minutes in an effort to re-establish the link. For this reason, if you wish to do setup work on a Courier that will be integrated but is not currently connected to the API link, you should activate the Courier in non-API mode so that setup can be completed. The mode can then be changed to API when the system is properly connected to the DBS switch.
Note: Call Forwarding cannot be utilized with In-band Integration.
How to Change Selected Mode
If it is necessary to change the selected mode, (after the entire booting procedure has been completed), follow the procedure below:
Expand the Service Overlord, and exit.
Once the programs have been stopped,
Go to Windows Explorer Program and double click the Folder: ‘ata’.
Once you have found a file within this folder called
INTEGRATED.TXT, highlight it, and then delete it.
Once the file has been deleted, reinitiate the boot up procedure.
Note: You can initiate the start up of the Service Overlord, Winsock Overlord, and Courier Engine at this point by clicking the ‘Voice Server Startup’ icon. On a Windows 98 machine, this icon is in the Quick Launch tray just to the right of the Start button. On a Windows NT machine, it appears on the Windows desktop.
This boot process for non-API integrated systems is identical to the process as described above; only the Serial Overlord will not load this time because there is no API integration in this case.
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6. Service Overlord
The Service Overlord icon appears on the task bar to the right of the Windows “Start” button. The Service Overlord is basically a control panel used to Stop, Start, or Hide the tasks of the Courier voice processing application. Should you need to shut down the Courier system, you should press the ‘Stop’ button on the Service Overlord to do so. You can either select ‘Stop’ to close the other components and leave the Service Overlord running, or you can simply press ‘Exit’ to stop all components and also exit the Service Overlord.
Pressing the ‘Hide’ button will remove the Courier voice system tasks from the task bar even though they are still running.
The Service Overlord screen tells you that the Courier is operating in either Integrated or In-Band mode. This program does not load. The Service Overlord icon simply appears on the task bar to the right of the Windows “Start” button.
Note: Always minimize the Window when you have finished. Clicking the “X” will shut down the program.
7. Winsock Overlord
The next program to load is the Winsock Overlord. This program supervises the communication between various Courier components. Courier uses Windows ‘Winsock’ connections for its data transfer between programs. It takes about 5 seconds to load this program.
When this program is complete, the Winsock Overlord icon will remain on the task bar.
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8. Serial Overlord
The Serial Overlord will take about 5 seconds to load. This program is the serial connection between the DBS API and the Courier. This program supervises the communications between the Courier and the API link to the telephone switch system.
This program will only be operating when the Courier is functioning in API integrated mode. You will find this application handy during the troubleshooting process to determine if the serial link data is being sent and received. When this program is complete, the Serial Overlord icon will remain on the task bar.
Note: Always minimize the Window when you have finished. Clicking the “X” will shut down the program.
9. Courier Engine
The Courier Engine is the voice processing application. An icon will appear at the far right of the task bar, and will read:
Courier Engine
The Windows task bar will have the following icons appearing:
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As the Courier Engine screen activates, critical errors may be denoted on a flashing red screen. Things such as not having the security key attached, a non-approved voice board, no system greeting selected, etc. can cause these critical errors to appear. Normally, there is no error message and after a brief period, the Courier system is ready to answer calls. The following screen will appear:
You will notice the critical system version numbers listed at the top left of the Courier Engine screen. The security key serial number is also listed here. These items may be needed for support purposes or when upgrading your Courier system.
At the bottom left of the screen are Week To Date and Month To Date system statistics. By clicking the appropriate MTD or WTD button, you can see Calls received, notification calls placed, incoming fax calls, calls dropped to the operator, and number of times all ports were busy.
Note: At this point, all of the appropriate programs have been successfully loaded and the Courier is now ready to process calls.
RECAP:
The Service Overlord is the tool used to start and stop the Courier voice processing
application.
The Serial Overlord icon is used most often for viewing serial link packet information. The Winsock Overlord is seldom displayed. The Courier Engine splash screen will normally be running on the system.
You can view these programs at any time. However, remember to MINIMIZE THE APPLICATION WHEN EXITING, as opposed to clicking the “X” at the upper right hand
corner. Clicking the “X” will shut down the program, which is not what you want to accomplish.
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OPENING COURIER UI & LOGIN
The next step is to open the Courier User Interface (UI), which is a separate application used for programming the system. The UI is Windows based, and is extremely easy and efficient to program.
There are two ways to execute the UI. You can:
Click on the Courier UI shortcut, which is the telephone icon to the right of the
Windows Start button.
On a Windows 98 machine, this icon is in the Quick Launch tray just to the right of the Start button. On a Windows NT machine, it appears on the Windows desktop.
You can also:
Click on Start, Then Programs, Then Panasonic Courier, Then Courier Start Up.
In either case, the Courier Loading screen will appear to launch the program.
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LOGIN
Once the Courier UI is up,
Click on Courier, then click on Login.
At this point, Courier will appear as the User Name.
Enter 1111 as the default password.
From the Toolbar left mouse click on Courier and then Login.
Courier will then ask for a Password.
Courier’s default Password is 1111. Courier’s default name is Courier.
When the proper password is given, Courier will allow editing of the system.
To change the Password, see System Master Password in the System Parameters menu.
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P ORTS
The Port screen displays Courier’s current port activity. The current State number along with its description, are provided.
From the Courier OutLook Bar, under the Ports tab, click the Port Display icon to view the current Port status. The following screen appears:
C ONFIRM COURIER ANSWERS T ELEPHONE
Now that the Courier system has successfully booted, and is connected to the telephone system, a call should be placed to the Courier to verify it’s basic operation. Call any of the station numbers assigned to Courier and ensure that the system will answer the telephone.
If the Courier is API integrated and the test call is unsuccessful, verify all of the station and API programming on the telephone switch. This is the most common problem when
API integrated systems do not answer.
If programming appears correct and the system still does not answer, please refer to the “Initial System Troubleshooting” section for assistance in problem resolution.
See the appropriate flow chart, identified as NON-API SETUP AND TEST ROUTINE or API SETUP AND TEST ROUTINE in the Table of Contents, to confirm the operation of the Courier System, DBS programming, and wiring connections.
H ELP F ILE ACCESS
Context-sensitive on-line Help Files are accessible from any point in the User Interface by pressing the F1 key on the Courier system’s keyboard.
In addition, Help Files are available regarding the many other aspects of the Courier system, including System Administrator functions and User options.
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COURIER BASIC S ET-UP I NTERFACE
Frequently used values or settings have been pre-defined as “default settings” for the majority of parameters requiring an entry. If necessary, these settings can be easily changed to reflect the site requirements of the user.
However, there are some settings that must be entered on site, as well as the recording of custom System Greetings. The following list is designed to guide you through the customization of your Courier system, in a logical progression.
BASIC SET-UP ITEMS
To get started quickly, the following steps can be taken to handle the bulk of programming. Once these elements have been completed, your system is ready to go.
1. System Parameters a. Pilot Number b. Number of Digits in Mailbox Number c. Times to Ring an Extension d. Time of Day for Maintenance Shutdown e. Password Length f. System Master Password g. Name Entry Order
2. Voice Mail Parameters a. Lamp On Protocol b. Lamp Off Protocol
3. PBX Parameters a. PBX Type b. Outside Line Prefix
4. Port Specific Parameters a. Message Notification
5. Mailboxes a. Global Class of Service b. Mailbox Maintenance c. Browse
6. Name Directory
7. System Greetings a. System Greetings Set-Up b. Recording System Greetings c. Current Default System Greeting d. Message Description (System Greeting Name) e. Extension (Extension calls will transfer to when pressing ‘0’ or making
no entry.)
f. Audiotex Entry (Information Only Mailbox number if other than IOM
999.) g. Fax Extension number h. System Greeting Schedules
8. Audiotex Lists a. Maintenance/Branching (One-Digit Dialing)
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SYSTEM P ARAMETERS
Frequently used values or settings have been pre-defined as “default settings” for the majority of parameters. Depending upon the application, these parameter settings may have to be changed from their default values.
The following list is designed to guide you through the customization of your Courier system parameters.
On the Courier OutLook Bar, click the Parameters Tab, and then click the System icon. The view will expand to show System Parameters.
A. PILOT NUMBER – DEFAULT: 500 - SEE SYSTEM PARAMETERS.
Enter the voice mail pilot extension number. This is needed only for API integrated systems. If using a value other than 500, enter the correct pilot number here.
B. NUMBER OF DIGITS IN MAILBOX NUMBER – DEFAULT: 3 - SEE SYSTEM
PARAMETERS.
Enter the number of digits making up a Mailbox Number. Set from 2 to 5 digits. All Mailboxes must be the same length, and must mirror the number of digits used for telephone extension numbers.
C. TIMES TO RING AN EXTENSION – DEFAULT: 4 - SEE SYSTEM PARAMETERS.
Enter the number of times Courier will ring a telephone extension before determining there is no answer. This function is used for the Monitoring feature. Enter 1 to 9 rings. This value takes effect on any extension that does not have a specific number of rings assigned in mailbox maintenance.
D. TIME OF DAY FOR MAINTENANCE SHUTDOWN - DEFAULT: 0005 - SEE SYSTEM
PARAMETERS
Enter the time, in military format; Courier is to shut down daily for maintenance. This should be a time when calls are not coming in to Courier. A 3.5-inch floppy should reside in the floppy at all times. During maintenance, the data files are written to a floppy for daily backup. The default shutdown time is 00:05 (12:05 a.m.).
E. PASSWORD LENGTH 4-9 OR V FOR VARI ABLE – DEFAULT: 4 - SEE SYSTEM
PARAMETERS
Enter the length of passwords for individual mailbox owners. The password length can be set from 4 to 9 digits, or (V)ariable length.
Note: When variable length passwords are used, Courier listens for a pound sign (#) to indicate the end of the password.
F. SYSTEM MASTER PASSWORD – DEFAULT: 1111 - SEE SYSTEM PARAMETERS
The System Master Password is the main password to access all Courier programming functions.
G. NAME ENTRY ORDER – DEFAULT: (LAST NAME) - SEE SYSTEM PARAMETERS.
Select First Name, Last Name, or Either Name as preferred. This selects the prompt that is played when the name entry prefix key is pressed. Names should be entered into the Name Directory in the order that matches this setting.
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VOICE M AIL PARAMETERS
LAMP ON PROTOCOL – DEFAULT: (BLANK)
This field defines the DTMF sequence used to turn on a message-waiting light at the extension, when a new message is to be delivered. (e.g.: *4X would be used for DBS 824, 40 72 and 96 systems)
Note: The field under Add Mailboxes, which determines the message notification method, must be set to Light in order for these Protocols to work.
Note: These Lamp Protocol fields are not relevant when using API integration.
LAMP OFF PROTOCOL – DEFAULT: (BLANK)
This field defines the DTMF sequence used to turn off a message-waiting light. (e.g.: *5X would be used for DBS 824,40 72 and 96 systems.)
Note: The field under Add Mailboxes, which determines the message notification method, must be set to Light in order for these Protocols to work.
Note: These Lamp Protocol fields are not relevant when using API integration.
PBX PARAMETERS
On the Courier OutLook Bar, under the Parameters Tab, click the PBX icon. The view will expand to show PBX Parameters.
A. OUTSIDE LINE PREFIX - SEE PBX PARAMETERS
Enter the number required to access an outside line. Begin and end the required digits with a comma for a one second pause (e.g. ,9,).
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PORT SPECIFIC P ARAMETERS
On the Courier OutLook Bar, under the Parameters Tab, click the Port Specific icon. The view will expand to show Channel Specific Parameters.
A. MESSAGE NOTIFICATION – SEE PORT SPECIFIC PARAMETERS
The first port(s) on the Courier system are generally reserved for incoming calls only. The last port(s) are the only ones that should be used for notification functions, which include out-dialing for pager notification, lighting message waiting lights, or message notification. This reduces the likelihood of ‘glare’ or collisions with incoming calls.
UNRESTRICTED
Courier uses this port for message notification, to light message waiting lights, and to forward messages.
PAGER NOTIFICATION
Courier uses this port for Pager/Call notification only. Not commonly used.
LIGHTS ONLY
Courier uses this port to light message waiting lights only. Not commonly used.
NO OUTBOUND CALLS
This port is reserved for incoming calls only. No message notification calls are made on this port.
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MAILBOXES
GLOBAL CLASS OF SERVICE
Review the two default classes and determine if any additional need to be created.
A Global Class of Service (COS) is used to create unique mailbox definitions, in order to set up individual or multiple Mailboxes.
A COS is established based on each combination of parameters defined. Global COS has priority over any System Parameters.
Note: Changing the attributes of an existing COS, will change the attributes of mailboxes having the COS.
There are 2 predefined COS for quick and easy programming:
1. 01 Unrestricted: This COS allows most of the 13 features to be used. The use of COS 01 requires the use of a port. When using the Mailbox Builder, COS 01 is used as the default.
2. 02 General Office: This COS allows access to the System Distribution list, Branching, Message Forwarding, and Call Screening. All other features are not allowed.
Up to 99 unique Classes of Services may be defined and numbered (01 through 99) under Global COS.
Custom Mailbox Setup, numbered 00, is only associated with an individual mailbox, defined under Mailbox Maintenance and, is used to set up all other types of Mailboxes (Attendant Only, Information Only, Guest, Play Only, and Query Only).
In Class of Service, a drop mailbox may be defined for callers who reach your personal greeting and dial zero. This allows you to set up different operators for each department, if needed.
From the Courier OutLook Bar, under the Maiboxes tab, click the Global COS icon. The following menu appears:
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Mailbox parameters are defined based on the following criteria:
OPERATOR DROP MAILBOX
When a caller has reached a mailbox owners personal greeting and they dial the digit “0”, this is the mailbox they will be transferred to. Depending on the type of mailbox, the Courier will dial the extension the mailbox is associated with and then follow whatever instruction is set for that specific mailbox.
This application is great for selecting different Drop Operator mailboxes for different departments within the same company.
PURGE NEW MESSAGES
This is the number of days the system will hold a new message before it is automatically deleted. A message is considered NEW if the mailbox owner has never listened it to.
Note: A message is also considered new if you listen to a message for the first time and do not save it or delete it.
PURGE OLD MESSAGES
This is the number of days the system will hold a message before it is automatically deleted. A message is considered old after listening to a message for the first time and then saving it.
ACCESS SYSTEM DISTRIBUTION LIST
This field allows the user to have the ability to use the System Distribution Lists. The System Distribution Lists provide a method by which a user can record a message and send it to every mailbox in the Distribution List. The actual name of the Distribution List is programmed under the Distribution List description parameter. At the telephone level the user can then set the mailboxes that he or she would like to make a part of the list.
BRANCHING
Allows the mailbox owner to use Branching within the mailbox. When a caller hears the mailbox greeting, they are allowed to select other dialing options (0-9) defined by the mailbox owner.
Note: If the Operator Drop Mailbox defined above is designated, the Branch 0 digit will have the same designation.
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MESSAGE FORWARDING
Allows a mailbox owner to forward messages to another mailbox. This is set through the individual mailbox, which can be accessed at any telephone.
CALL SCREENING
If this box is checked, it allows the mailbox owner to turn Call Screening on or off at the user level. If the user activates Call Screening, Courier will ask the caller their name and play it to the mailbox owner, allowing the owner the option of sending the caller to voice mail instead of accepting the call.
CALL QUEUING
This feature allows the mailbox owner to place incoming calls into a holding ‘queue’, while on a prior call. Callers are notified as to their position in the Queue. Queuing not to be utilized if Call Forwarding is active.
CALL RECORD
This feature enables the user to press a call record key on their telephone to start recording their telephone conversation. The recorded message will then be saved as a new message. When this feature is activated, both parties can hear an optional Call Record Warning tone.
Note: If this box is checked the Call Record Notify box will automatically be enabled, giving the user the ability to utilize the Call Record feature described above.
CALL RECORD NOTIFY
Checking this box will sound a warning tone that can be heard by both parties when the Call Record feature is activated.
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EXTERNAL MESSAGE NOTIFICATION
Allows the mailbox owner to use External Message Notification (defined previously in the Mailbox Maintenance External Message Notification TAB).
NOTIFY ON URGENT MESSAGE ONLY
When this box is checked, the Courier will only notify the mailbox owner by way of External Call Notification (outside dialing including pager number), if a new message is
marked Urgent.
CALL FORWARDING
Allows the mailbox owner to setup forwarding of calls to another telephone extension. This feature is described in more detail above. The actual extension to forward to can be entered in the Add Mailbox section at the user interface or at the telephone level.
CALL BACK
When an internal message is left in your mailbox you can simply dial a digit (or press a key on API integrated systems) to have the Courier place you on hold and call back the internal extension of the person who left the message.
OUTSIDE DIALING
Not active at this time. Future feature.
OFF HOOK VOICE ANNOUNCE
When this feature is activated The Courier will audibly notify a busy extension of an incoming call. The user has the option to accept the call, send the caller to their mailbox, or have the call placed in a holding Queue.
Note: If you accept the call, you have up to one minute to terminate or put the original call on hold in order to take the second call.
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ADD A CLASS OF SERVICE
Note: A Class of Service CANNOT be deleted once it has been created. It can only be changed.
To Add a Class of Service, click the New button. By default, Courier assigns the new Class of Service entry the next available two-digit number.
Next, enter the name associated with the new Class of Service entry (Maximum length for name is 20 characters).
You then select what Class of Service Items are to be included.
EDIT A CLASS OF SERVICE
In the Class of Service name field, click the name of the Class of Service you need to edit. To change a field, simply highlight the field and enter the new parameters.
Once the necessary changes for a Class of Service entry have been completed, click Apply. The System Administrator now has the option to change another Class of Service entry or to Exit.
Any mailboxes that were added to the System before the editing of the Class of Service will not automatically be changed.
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MAILBOX M AINTENANCE
MAILBOX SETUP
This section describes the procedures and functions of adding, editing or deleting mailboxes for the particular application. From this group of screens, you can quickly and easily set up all mailbox criteria either one at a time, in groups, or in ranges of mailboxes.
From the Courier OutLook Bar, click the Mailboxes tab. The following screen appears:
The Mailbox Maintenance fields include Tabs that allow you to quickly jump from one screen to another. These Tabs include Mailbox Setup, Mailbox Properties, Branching, External Message Notification and Call Forwarding. When you select an individual Mailbox, or a group or range of mailboxes to add or edit in the Mailbox Setup, the Class of Service you select will determine which of the remaining three Tabs will be activated and accessible for additional programming.
MAILBOX
In the Mailbox field, enter a specific mailbox, a sequential range of mailboxes, or a group of mailboxes, to add or delete. Mailboxes may be set up or deleted one at a time, in a sequential range of mailboxes or a group of mailboxes. The quickest and easiest way of setting up mailboxes is by the same Class of Service.
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For example:
Mailbox: 100 Sequential Range: 100-125 Group: 110-125, 130, 137, 145
Separate each range by a comma (,).
REPLACE MAILBOX
This field allows you to change individual, group, and ranges of mailboxes that have previously been defined. Simply input the mailbox numbers, change parameters and select Replace Existing Mailboxes.
When Replace Mailboxes is selected, Courier will replace the attributes of an existing mailbox with new information even though the mailbox number already exists. If this field is not selected, the Courier will skip over any existing mailboxes.
MONITORED (NOT MONITORED)
Courier can be set up to allow for the Automated Attendant to call telephone extensions and determine their state (listen for a busy signal or no answer) prior to transferring the call. This is called Monitored.
If the telephone extension does not answer, or is busy, the Automated Attendant will then provide the outside caller with options or send the caller to the mailbox greeting to leave a message.
Note: Make sure there is no conflict between the telephone system call forward timing parameter and the Times To Ring an Extension field located in System Parameters. Please Review the “Set The Call Forward No Answer Timer” in the Getting Started: Software Programming Section. You may still elect to utilize telephone system call forwarding at the same time you are monitoring Auto Attendant calls. For example, all non-Auto Attendant calls directed to your extension will follow the telephone system call forwarding parameter.
Note: A non-API integrated system must learn the ringing, busy and hang-up tones provided by the telephone system. This is done using the AccuCall Wizard under the Programs section of the Start Menu. However, this is not necessary on Panasonic switches.
If Monitored is not selected, the Courier will “blind transfer” callers to extensions. In this case call forwarding to voice mail function is performed at the telephone system level.
Typically API Integrated Systems will be monitored, and In Band Systems will not be monitored.
Note: Call Forwarding cannot be utilized with In-band Integration
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DISPLAY PHONE
When adding a mailbox or range of mailboxes, and a display phone is associated with each mailbox, this field should be checked.
This box is used to turn audio on and off for display telephones. For Display phones with API, it is not necessary to play audio when you are in your mailbox because there are flexible function keys associated with each feature.
For telephone switch 43000 series display telephones (except the large screen display), it is necessary to play audio since these phones do not have flexible function keys associated with the display screen.
Note: This function is only available when using API Integration.
RELEASE ON RING
Transfers a caller to a ringing telephone without waiting for an answer.
Once the Courier confirms ring back on a transferred call to an extension through the Auto Attendant, it will release the call when this box is checked. If the Courier hears busy, it will take the call back and play options to the outside caller. In this case the telephone system should be set to call forward on a no answer to voice mail.
Note: A non-API integrated system must learn the ringing, busy and hang-up tones provided by the telephone system. This is done using the AccuCall Wizard under the Programs section of the Start Menu. However, Panasonic switches do not require this to be done.
ENTER THE MAILBOX TYPE
Left mouse click on the drop down arrow provided to view the selection of valid choices. Highlight your choice and click the left mouse button.
TYPES OF MAILBOXES
There are six (6) types of mailboxes that can be programmed to fit the customers’ needs. Every type of extension on your telephone system must have an associated mailbox number if calls are going to be directed through the Automated Attendant to the extensions.
Note: In Applications that instruct the Automated Attendant to transfer directly to a mailbox that is not associated with an actual extension (live telephone), the mailbox is normally defined as a Guest mailbox.
Depending upon the application, the following types of mailboxes are available:
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STANDARD MAILBOX (S)
A Standard Mailbox must be associated with a real telephone extension on your telephone system. Typically, all telephone owners also own a mailbox, and the extension number and mailbox number match a specific mailbox, a group of mailboxes, or a sequential range of mailboxes.
In this case, when an outside caller dials an extension number through the Automated Attendant, and the extension does not answer, the owner’s mailbox will take a message.
Standard Mailboxes have full messaging capabilities. These messaging capabilities are described in further detail under the Mailbox Maintenance section of this manual.
ATTENDANT ONLY MAILBOX (A)
An Attendant Only (Automated Attendant) Mailbox is also associated with a real telephone extension but has no messaging capabilities.
Extensions such as fax machines and modems are good examples of extensions that do not need any messaging capability, however, will need to have calls transferred to them from the automated attendant.
In addition, if the system is going to be set up as automated attendant only (no voice mail functionality), then each telephone extension must be set up with an associated mailbox number, and programmed as an Attendant Only (Automated Attendant)Mailbox.
INFORMATION ONLY MAILBOX (I)
An Information Only Mailbox (IOM) is not associated with a real telephone extension and a caller cannot leave messages for this mailbox.
An IOM can be compared to “transaction boxes,” or “script editing tables” that are found in many other voice processing systems.
In default, every greeting is pointed to IOM 999 and its corresponding single-digit directory of options
An IOM can be used for three distinct purposes:
1. Play a recorded message, dial digits
For this application, the IOM greeting will be played to the caller and the caller has the ability to enter digits to be transferred to another extension, another IOM, or the operator. The digits to dial can be set up in the Audiotex Parameters section.
2. Play greeting, blind transfer
For this application, the IOM greeting will be played to the caller then transferred to a pre-defined extension, which has been already defined in Audiotex Branching.
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3. Branching
When an application requires single digit dialing from the Automated Attendant, an IOM is used to provide this function. In default, all System Greetings are associated with a default IOM number “999.” Setting up the digits for “999” can be accomplished in Audiotex Branching.
You may create other branching IOMs to associate with other System Greetings. This can be accomplished in System Greeting Maintenance.
EXAMPLES OF IOM FUNCTIONS (F/M/P/C/G)
F - FULL FUNCTIONALITY
Courier listens for one or more digits to be entered by the caller.
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
If the caller presses "0 for current CD rates" (0. CD Rates), he hears this informational message:
"Our current CD rate for a 6-month certificate is 6 percent. The minimum deposit is $5,000. There is a penalty for early withdrawal. To speak with someone regarding a CD, press 230."
M - MENU FUNCTIONALITY
Courier listens for only one (1) digit to be entered by the caller. Courier anticipates that the caller will press one of the four options:
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
The function code for this level must be M, Menu Functionality, because each of the four options is selected by pressing one digit. In this sample, the level represented by the default primary Audiotex-level IOM 999, has Menu (M) Functionality because each of the four options may be selected by pressing one digit (0, 1, 2, 3 or 6).
P - PRIORITY FUNCTIONALITY
Courier listens for a multi-digit (up to 20 digits) Translation number to be entered by the caller, in order to forward the call to the proper extension number.
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
When a caller presses "1 to check on your account balance" (1. Account Balance), he hears:
“Press your account number now.”
Courier accepts the account number and connects the caller to the extension of the proper Bank Representative, as defined in Translation Number - Add. See Translation Number Browse.
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C - CHAIN FUNCTIONALITY
Courier plays the entire message recorded in the IOM and either (1) sends the caller to the extension listed for option 0, or, (2) if nothing is listed for option 0, says, "Thank you" and hangs up. Callers cannot interrupt the message.
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
If a caller presses "2 for information on opening a new account," Courier plays the message recorded in the IOM:
"First Virginia Bank is currently offering free checking and free checks for all new accounts…"
G - GROUP FUNCTIONALITY
An Information Only mailbox that uses Group Functionality allows more than one mailbox for an extension.
For example, two students share one extension number in a room. Each student can have his or her own separate voice mailbox with the use of Group Functionality.
For more information, see the Group Functionality Mailbox portion of the Mailbox Maintenance section.
GUEST MAILBOX (G)
A Guest Mailbox not associated with a real extension on the telephone system. If a message is left in a Guest Mailbox, Courier can notify the owner of new messages by out-dialing to a predetermined telephone number.
Guest Mailboxes are often used for applications where guests visit offices frequently, but have no telephone. Users can have their outside calls directed to this Guest Mailbox and then retrieve their messages at their convenience.
PLAY ONLY MAILBOX (P)
A Play Only Mailbox is not associated with a real extension on the telephone system. When a caller is directed to this mailbox, they will hear a greeting, followed by every message that has been left in the mailbox.
Only other internal mailbox owners can leave messages in this mailbox.
The outside caller is limited to hearing the greeting and the messages, nothing more.
QUERY ONLY MAILBOX (Q)
A Query Only Mailbox is not associated with a real extension on the telephone system. Like a Play Only Mailbox, callers hear a greeting, followed by every message that has been left in the mailbox.
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However, it can also give the caller a list of options, or send the caller to the zero menu option.
In addition, a caller can transfer to another extension during the playing of messages. Only other internal mailbox owners can leave messages in this mailbox.
MESSAGE NOTIFICATION OPTION
Courier utilizes two different ways to notify mailbox owners that messages have been delivered to their mailbox. They are:
Call: When a new message is left in the user’s mailbox, Courier will call the
telephone extension. If the telephone extension is answered, Courier says, “You have messages. Would you like to hear them now”?
If the telephone extension does not answer, then Courier will continue to call the extension until it does. These parameters are set in:
Voice Mail Parameters under:
(1) No Answer Delivery Interval, and (2) Busy Delivery Interval.
Light: When a new message is left in the user’s mailbox, Courier activates the
message waiting light on the telephone.
TIMED FORWARD
The Courier allows a user to automatically forward calls through the Automated Attendant to another extension during a defined period of time. When this feature is set to Yes, the Time Forward Ext., Start Time, and Stop Time fields will then be activated and information can be input. If this field is set to No, these fields are grayed out.
This feature is perfect for when a user has the same lunch hour every day and would like the same person to cover their calls.
Note: Timed Forwarding is programmed at the system level only. If a user wants to call forward at different times and to different people, they should use the Auto Attendant call-forwarding feature that can be changed at the station level. A user cannot activate the Auto Attendant call­forwarding feature during the time that the Timed Forwarding Feature is active.
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CREATING A GROUP MAILBOX
First, set up the Group Mailbox number that is the number of the telephone extension that should ring when called. In other words, if three people are sharing extension 111, the Group Mailbox number will be 111. It should be added as an Information Only type mailbox. Under the “Branching’ tab of the Group Mailbox, enter the numbers of the member Guest extensions beginning at the number 1 slot. Set the mailbox functionality to Group.
Next create a Guest type mailbox for each of the member’s in the group. In the ‘Parent Mailbox’ field of each of these mailboxes, enter the Group Mailbox number.
Record the message for the Group mailbox number that will say something similar to, “For John Smith, press 1. For Bob Jones, press 2. For Linda Rogers, press 3.”
The Group Mailbox is now ready for use.
LEAVING A MESSAGE IN A GROUP MAILBOX
Call Courier.
Enter the Group Mailbox number.
Upon a busy or no answer condition, the greeting will play instructing the
caller ‘For John Smith, press 1, etc.
Dial the appropriate number of the member you wish to leave a message
for. That person’s personal greeting plays and a message is left for them.
RETRIEVING MESSAGES
Call Courier.
Press * (asterisk) to enter the message center.
Enter the number of the Group mailbox.
The greeting will play instructing you “For John Smith, press 1, etc.
Press the appropriate number of the mailbox you wish to check.
Enter your password.
Play messages.
CHANGING THE GROUP MAILBOX PASSWORD OR GREETING
Call Courier.
Press * (asterisk) to enter the message center.
Enter the number of the Group mailbox.
The greeting will play instructing you “For John Smith, press 1, etc.
Press 0 (zero).
Enter the Group mailbox password, if any.
Press 1 to hear mailbox information, 2 to record mailbox information.
Press 3 to change your password or the pound sign to exit.
Press the pound sign when finished and hang up
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PARENT MAILBOX NO.
The Parent Mailbox Number field is used only for Group Functionality Mailboxes
when two or more extensions share a common telephone. When this occurs, the telephone’s extension number is entered as the Parent Mailbox.
By doing this, the Courier now can set the Message Light on that telephone when the mailbox has a message. This also establishes the ‘parent-child’ relationship between the mailboxes. In a parent-child relationship, the caller presses the parent mailbox number. Courier then offers the caller the option of pressing a single digit to choose which ‘child’ they wish to speak with.
In all cases, the same telephone will ring (the parent mailbox telephone). However, upon a busy or no answer condition, the caller will be routed to the personal voice mail greeting of the person they had chosen.
RINGS TO EXTENSION
This parameter is only functional for API integrated installations. Enter the number of rings desired at this extension before Courier transfers a caller to the personal greeting.
This function is only used when Monitored is selected. In this case, the API link is screening the transfer and forwarding to voice mail instead of the DBS extension Call Forwarding parameters.
EXTENSION LIGHT
Enter an extension number in this field when you wish to light the message light of a telephone other than the mailbox number you are programming.
This function is useful for company mailboxes that do not have an extension associated with the mailbox.
Note: If a number is entered in the Parent Mailbox field, it will override this setting.
MAILBOX PASSWORD
You may enter a user password for the block of mailboxes being set, or choose not to enter a password and leave the field blank. By leaving the password field blank, anyone can access mailboxes in the block and can perform any allowed functions until the user designates a password via their Voicemail Setup.
Note: The user password is a temporary password that should be changed later by the Mailbox owner through their Voicemail Setup function.
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NAME/DEPARTMENT/COMPANY
These fields are not mandatory for adding a new mailbox. They will however, be displayed under several of the statistics reports and under the Mailbox Browse and Update programming interface. These fields are important because they will serve as an easy cross-reference to each specific mailbox.
Note: The Mailbox Names are not usually entered here, as they are imported from the Name Directory.
CLASS OF SERVICE (COS)
The actual COS is defined under Global COS. When adding a mailbox or range of mailboxes, this window allows you to select a COS number that has been predefined and apply it.
ADD NEW
After a specific mailbox, group of mailboxes, or range of mailboxes have been defined, click this icon to enter the data.
Note: Every mailbox number can have access to it’s own 00 Custom Mailbox Setup. When setting up A 00 Custom Mailbox click on the Mailbox Properties tab and complete your selections, then go back to the Mailbox Setup tab and click the Add New Button.
SEARCH
Entering the mailbox number in the Mailbox field and clicking Search will search for a specific mailbox. If the mailbox exists the Courier will automatically display the current mailbox information in the appropriate fields.
DELETE
Enter a specific mailbox, group of mailboxes, or range of mailboxes to delete and click this icon. A window will appear to confirm your action. Click Yes to delete the data or No to cancel the operation.
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MAILBOX PROPERTIES
This section is used for two purposes:
1. When selecting a COS in the Mailbox Setup section, you can select this tab to
double-check the COS definitions. If they are satisfactory, return to the mailbox set up screen and click the Add New Button. If they are not what were expected, go back to Global COS, and change the settings.
2. When 00 Custom Mailbox Setup has been selected in the Mailbox Setup COS, you
can select this tab to program a custom COS which will apply to the individual mailbox that has been selected.
Each of the COS fields are defined in detail under Global COS.
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BRANCHING
Depending on the mailbox type and its capability, Courier will allow the Branching Tab to be accessed. Digits 0-9 can be programmed to transfer to another extension or mailbox, or to return to the System Greeting during the individual mailbox greeting. The mailbox owner’s greeting must include information specifying the dialing options available.
Note: Each type of mailbox is described in detail under Mailbox Maintenance - Enter The Mailbox Type.
There are ten fields in this section, one for every digit available (0-9). Enter an asterisk (*) to return to the System Greeting, or enter the desired extension/mailbox number to be transferred to.
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EXTERNAL MSG (MESSAGE) NOTIFY
Courier has the ability to call outside of the system to a predefined telephone number (Pager number included) to notify the mailbox owner that messages have been left in their mailbox.
From 1 to 4 numbers can be defined in the Notification Number fields for the Courier to dial. If applicable, you can enter a number in the Beeper Access Code field, and click the Beeper box, which will instruct the Courier to dial a beeper access code or Personal Identification Number (PIN), when an answer is detected from a Paging Service.
Some Paging Services allow a message to be recorded after it receives a page. If this is the case, click the Voice box, and the Courier will play a prerecorded message (this message is recorded by the mailbox owner through their telephone, under the Notify option).
If only one number is defined the Courier will dial that number until a connection is made. If a successful connection is not made on the first attempt, the Courier will redial that number after the minutes set in the Interval field has expired.
When several numbers are defined, the Courier will start with the number in the first field and switch to the next field after the minutes set in the Interval field has expired.
If the Courier dials all the numbers set in the Notification number fields without a successful connection, the Courier will start the process over again from the top number.
When the Analyze box is selected, the Courier will attempt to detect an answer by listening for progress tones provided by the beeper service before sending the Beeper Access Code and or the Voice message.
If not selected, you must manually adjust the timing by programming the pauses within the Notification Number. (A comma is equal to a 1-second pause, a semicolon is equal to 3 seconds, and a percentage sign is equal to 5 seconds).
Cascading is accomplished in this section, and the Courier will dial the numbers that have been defined, in the order that they appear (the top box is first, the bottom is last). The order can be changed by simply clicking and dragging a box to the desired location. In order for the Courier to dial a specific number, the Active box must be checked.
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CALL FORWARDING
Note: Call Forwarding cannot be utilized with In-band Integration
Call forwarding functionality can be accomplished through the Courier, as opposed to call forwarding via the telephone system. The user can enter from 1 to 4 extensions in the Forwarding Extension fields and select Active to turn the feature on.
If the mailbox user designates his or her own extension as the first position, the Courier will ring this station first before attempting to deliver the call to the next designated call forward position. The Courier follows Monitored functionality when performing this function.
For example, Extension 101 is the user who is setting the call forwarding. The user sets his extension as the first position. Extension 102 is in the second position and in this example, is set for Not Monitored.
The Courier will ring extension 101. If extension 101 does not answer, Courier will ring
102. It will ring this extension for the prescribed number of Times to Ring an Extension field set in the System Parameters. Even though extension 102 is set for Not Monitored, this type of hunting will monitor 102 so that it can detect “no answer” and proceed to the next extension.
This function is very useful in setting up simple hunt groups where the Courier will hunt through a defined group of extensions until the call is physically answered by an extension, or finally goes to a voice mailbox.
The extension order can be changed by simply clicking and dragging a box to the desired location.
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MAILBOX BROWSE
Note: This screen is a read only screen. Editing is not possible.
The Browse Mailboxes screen is an efficient way to view mailboxes quickly and easily. This screen allows the administrator to view each mailbox and all of the options that have been set.
From the Courier OutLook Bar, under the Maiboxes tab, click the Browse Update icon. The following menu appears:
For Further Information
To obtain further information on a particular mailbox, scroll to the right.
To obtain further help on each field, see Add Mailboxes and Class of Service Maintenance.
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NAME DIRECTORY
The Name Directory is the database of all the mailbox owners (subscribers) on the system. This database must be created if you will utilize dial-by-name functionality. It is necessary to enter the first and/or last names in the name field to be able to activate dial­by-first and/or –last name.
From the Courier OutLook Bar, under the Name Directory Tab, click the Name Maintenance icon. The following menu appears:
MAILBOX NUMBER
This field allows you to add subscribers to the Name Directory by first entering their Mailbox number. Press Search. If the name already exists in the database, It will appear in the Mailbox Name field.
FIRST NAME
This field is the entry point for the first name of the mailbox user. The first four characters will be used to search on when entered by a caller.
LAST NAME
This field is the entry point for the last name of the mailbox user.
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SEARCH NAMES
Alternate spellings of the first or last name may be entered. Separate each name by either a comma (,), Period (.), or a semi-colon (;). After entering data in the above text box fields, you must press ADD to complete addition of entries to the database.
ENTRIES FOR SELECTED MAILBOX
Names and mailbox numbers, including alternate spelling of names that have been added to the database, will be displayed in this screen.
VIEW TOTAL SYSTEM NAME ENTRIES BY
SYSTEM LIST
Click to display Name Directory Database, in the order selected under View Total System Database
Mailbox; Last Name; First Name
Information is displayed in the order of Mailbox Number, Last Name, and First Name.
Last Name; First Name; Mailbox
Information is displayed in the order of Last Name, First Name and Mailbox Number
First Name; Last Name; Mailbox
Information is displayed in the order of First Name, Last Name, and Mailbox Number.
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ADD
After entering data in the above text box fields, you must press ADD to complete the addition of entries to the database.
SEARCH
After entering Mailbox Number, press Search to display name in Mailbox Name field if it exists in the database.
DELETE
To delete, highlight the names displayed in the Entries For Selected Mailbox screen and click Delete.
REFRESH
Click Refresh to remove entries from text boxes.
OK
After clicking ADD, press OK to exit screen.
CANCEL
Click Cancel to exit screen without saving entries.
APPLY
This field is used to apply data that is displayed in the text boxes.
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SYSTEM G REETINGS
A System Greeting is the initial message (Main Greeting) Courier plays when it answers incoming calls. You may have different System Greetings for day, night (up to 4 per day), and separate companies sharing the same phone system.
The Courier comes equipped with 99 greeting locations. In addition, you can also use special System Greetings during holidays and set up a specific Schedule or System Greeting for each port.
Thirty-three (33) greetings have already been recorded, and consist of generic greetings that may be used for day, night, lunch time, etc. as well as for every North American holiday. These greetings can be viewed in the System Greetings Maintenance section and are labeled accordingly.
In default, every greeting is automatically associated with IOM 999. Therefore, if no other IOM is assigned, the Auto Attendant will follow the single-digit dialing plan of IOM 999, and play the appropriate System Greeting that has been assigned according to the Greeting schedule.
SYSTEM GREETINGS SET-UP
Recording System Greeting messages is accomplished via the System Greeting
Maintenance function through a telephone.
System Greetings are numerically listed within the System Greeting Maintenance
screen. Before using a System Greeting, it must be recorded via Online System Greeting Maintenance, so it is specific to your company.
Define System Greeting Schedules.
Define which System Greeting Schedule to play for each port, or each trunk, on the
system.
RECORDING SYSTEM GREETINGS
SYSTEM ADMINISTRATOR OPTION 3 FROM THE TELEPHONE
To access and perform System Greeting recording via a two-digit System Greeting
Number:
1. Call Courier
2. Press *
3. Press Mailbox 999
4. Enter Master Password
5. Select Option 3 for System Greeting Recording
6. Enter the two-digit System Greeting Number you wish to maintain. Enter a zero in front of a single digit, or press the pound sign to exit. Follow the prompts to record the System Greetings. Press 2 to record a new greeting.
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From the Courier OutLook Bar, under the System Greetings tab, click the Maintenance Icon. The following screen appears:
CURRENT DEFAULT SYSTEM GREETING
If a System Greeting Schedule is not defined and scheduled, the ‘Current Default System Greeting’ will be heard when calling the Courier.
To define a System Greeting as the Default Greeting, left click, then right click on the Name of the Greeting you want Courier to play. It will then be displayed at the top of the System Greeting Maintenance screen, under ‘Current Default System Greeting.’
SYSTEM GREETING NAME
Click on a System Greeting. Then enter the description of the System Greeting.
EXTENSION
If a caller does not dial a digit during the System Greeting, the Courier will automatically drop the caller to the extension number set in this field. The Courier will dial the extension and then follow whatever instruction is set for that specific extension’s mailbox.
A System Greeting Drop Extension can be defined for each System Greeting, in the System Greeting Maintenance section.
The Operator Drop Extension is defined under the Operator Parameters section, and allows callers to be dropped to this extension if they dial nothing or dial zero during the System Greeting (if no System Greeting Drop Extension is defined).
Note: The Courier first looks for an entry in the System Greeting Drop field, and, if no entry is found, looks at the Operator Drop extension number as the second choice. If both are designated, the System Greeting Drop Extension takes priority. If neither is designated, the Courier will say “thank you” and disconnect the call.
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AUDIOTEX
In default, all System Greetings are associated with Information Only Mailbox number
999. To utilize another Information Only mailbox and associate it with a particular System Greeting, enter the IOM mailbox number here.
Note: If a new greeting is recorded and scheduled but an Audiotex Entry field is not assigned it will automatically use information Only mailbox 999.
DEFINING A NEW ROOT LEVEL IOM
To re-assign any System Greeting to a new IOM (Information Only Mailbox) that has already been created, go to the System Greeting Maintenance section, select the System Greeting, and, in the Audiotex entry field, enter the new IOM number.
Once this has been accomplished, the Auto Attendant will follow the single-digit dialing plan of the new IOM, and play the appropriate message that has been assigned according to the message schedule.
You also have the ability to assign an operator extension and/or fax extension to be associated with each System Greeting, in the Drop Extension field. The operator extension is where callers are transferred when they press zero (0), or timeout with no entry. The fax extension is where calls are transferred when Courier detects the fax tone of a fax machine.
FAX
Enter the extension number of the FAX machine associated with the System Greeting. The extension number must first be defined in Mailbox Maintenance, as an Attendant type mailbox. When Courier takes a call and detects a FAX tone from the calling machine, the call is routed to this extension number.
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SYSTEM G REETING SCHEDULES
This section is used to design a schedule that tells Courier which System Greeting to play for a particular day and time. If you do not use a System Greeting Schedule, you can manually change System Greetings using the Current Default System Greeting option.
From the Courier OutLook Bar, under the System Greetings tab, click the Schedule icon. The following screen appears:
NUMBER
Click New System Greeting Schedule or enter the schedule number you wish to create or update. The schedule may be any number between 01 and 99.
DESCRIPTION
This field is used to describe the name of the schedule you are creating or editing.
DATE
This field is used for holiday and special day schedules. On the day that you define here, the Courier will play the System Greeting that you have created for this special day. On every other day, the existing schedule you have set up for this schedule number will play.
You can have multiple dates for the existing schedule to cover multiple holidays.
Note: If the ‘Date’ field is blank, Courier will play the current schedule every day.
SCREEN INPUT FIELDS:
DOW
Signifies the day of the week.
TIME
This field defines the time of day you want the System Greeting to be active. Use military format 00:00 – 23:59 (e.g., 5:30 p.m. is 1730). Do not use colons (:) when you key the time. You can key leading zeros, but they are not required (e.g., for 8:00 a.m., key 800 and press the Enter key. Courier inserts the leading zero, 0800).
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MESSAGE
Type or double click in this field to view existing System Greetings that have been created in System Greeting maintenance. The System Greeting names on this table must exist and must be listed in the System Greetings screen.
Note: Each day of the week has 4 periods of time you can play 4 different System Greetings.
Note: You must press Enter after each selection.
TO DELETE INFORMATION
Double click on the field you wish to edit. It changes color. Use the delete key to blank out any information you want to delete and press Enter.
TO ADD/CHANGE INFORMATION
To change information, type over the current information and press Enter. To add information, move to the correct column, key the information you want to add and press Enter.
Note: Select Apply to apply any item without leaving this screen. Select Cancel to leave this screen without saving any changes.
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SYSTEM G REETINGS BY PORT
This section allows you to define which System Greetings play on which ports. If you leave a port blank, Courier will play the default System Greeting.
From the Courier OutLook Bar, under the System Greetings tab, click the Greetings by Port icon. The following screen appears:
To set up System Greetings by Port,
Left click a System Greeting Schedule from the list of schedules on the left. When it is highlighted, double left click the number of the port on the right to which
the Schedule is to be applied.
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SYSTEM G REETING SCHEDULE BY TRUNK
This section allows you to define which System Greetings play when a specific trunk rings to the Courier. This feature is only available when using API Integration.
From the Courier OutLook Bar, under the System Greetings tab, click the Schedule by Trunk icon. The following screen appears:
IMPORTANT: The length of the trunk number must match what the PBX is providing. For example, trunk 001 will not work when the PBX is supplying 01 as the trunk number.
Use either a two or three-digit format to enter the trunk number in the Trunk ID field.
For example, to enter trunk 1, type 01 or 001.
Click in the schedule number field and choose a schedule from the drop down list. Click Add to create a new record for entering another trunk ID code. When all entries are completed, click Apply to save your changes. To delete an entry, click the left column to highlight the entire row and Click Delete to delete the entry.
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AUDIOTEX
Audiotex Maintenance/Branching (One-Digit Dialing) allows the caller to be informed by the System Greeting of the single digit to press to be transferred to another extension, mailbox, or return to the System Greeting.
Audiotex Maintenance is the section of the Courier programming where ‘Department Lists’ or ‘One Touch Dialing’ structures are set up. Any mailboxes you wish to add to your Audiotex structure must first be defined in Mailbox Maintenance.
By default, every System Greeting has a default Audiotex mailbox consisting of all nines (e.g. 99, 999, 9999, 99999), based on the length of extension/mailboxes. This mailbox is not seen in Mailbox Maintenance. It is an internal mailbox utilized by the system and cannot be changed or deleted. If the extension number digit length is changed, the default IOM will change accordingly (becoming 99 for example, if the extension length is changed to 2 digits).
From the Courier OutLook Bar click Audiotex tab, then the ‘Audiotex Maintenance’ icon.
To add to or edit an extension on the Audiotex list,
Left click on the number you wish to assign or change. Then right click the number and Choose ‘Edit Number’. In the box at the bottom, you may now enter the extension number to associate with
this number or enter an asterisk (*) to return to the System Greeting.
Follow this procedure for assigning all extensions to their single digit counterparts. After entering all numbers, press the Apply button and then the OK button to exit. This is an important step to save your changes.
IMPORTANT: You cannot use single-digit numbers on IOM’s having ‘Full Salutation Functionality’, which conflict with:
Name Directory access number (default is 8), Translation Number prefix, or Audiotex prefix keys as defined in the Parameter file.
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To delete an entry assigned to a number,
Left click Then right click the number and Choose Clear Number.
Once an IOM is built, you can then associate any System Greeting to it. The System Greeting will be played according to the Greeting Schedule.
You can also provide multiple levels of branching by simply inputting a new IOM number into any one of the available one digit dialing fields. (You must build the new IOM through Mailbox Maintenance). There is no limit to the levels of branching using this method.
Should you wish to branch from any of the single digit options defined in Audiotex mailbox 999, and present another series of options to choose from, it is necessary to do additional programming as follows.
Click on the Mailboxes tab. Click on the Maintenance icon. Add the appropriate number of Information Only Mailboxes. Return to the Audiotex section and enter the Information Only Mailbox number you
just created.
Click Apply. Right click any option and choose “Change Root”. Enter the new Information Only Mailbox number.
You are then presented with the 0-9 branching options for this IOM.
In Audiotex, you must define the one-digit dialing pattern used to perform branching. Branching allows the caller to dial single digits in order to be transferred to another extension, mailbox, or the System Greeting.
There are 3 areas to program in order to accomplish Audiotex branching:
1. MAILBOX SETUP
2. Audiotex Parameters
3. Audiotex Branching
Courier displays the system default Information Only Mailbox (IOM) 999. Depending upon mailbox number length, the system default IOM may be 99, 9999,or 99999 under which Branching is initially defined.
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From the Courier OutLook Bar, click the Audiotex Tab. The following screen appears:
999
The uppermost section of the screen displays the Information Only mailbox you are currently updating. IOM 999 is shown as the default primary Audiotex IOM. IOM 999 does not appear in the list of mailboxes shown in Mailbox Browse in order to prevent deletion of it. It is accessible, however, through Audiotex set-up so as to define it’s functionality.
Subsequent IOM Audiotex entry points can be defined under System Greeting Maintenance, in order to associate unique single-digit menu options with specific System Greetings.
OPTIONS 0 THRU 9
Under the default primary Audiotex-level IOM 999, the entries associated with specific single-digits (options 0 thru 9) are defined. Callers can be directed while listening to the opening System Greeting, to press specific single-digits to quickly access a department, information, or another extension.
A ‘’ sign to the left of a single-digit option indicates that a sub-menu of options has
been defined.
Sub-menus may be developed from each option number. The number of sub-menu levels that may be defined is unlimited.
Acceptable entries are either a:
Mailbox or Extension Number, the letters IVR,
The word IVR is the entry point for status inquiries associated with specific multi-digit numbers, such as claim numbers or order numbers. See IVR Number Maintenance and IVR Processing Parameters
or an asterisk (
An asterisk is used to return the caller to the System Greeting.
)
*
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TO UPDATE AN OPTION (ZERO THRU NINE):
Select an option 0-9 to update, by left clicking to highlight, then right click to access the menu as displayed:
ADDITIONAL SUB-LEVELS
Additional sub-levels can be defined from each single-digit entry. For example, you may tell your caller to press 3 for Sales. When your caller presses 3, he may hear additional branching options such as:
“Press 1 for Small Appliance Sales, 2 for Large Appliance Sales, 3 for Builder Sales…”
Note: The number of sub-levels you can have is unlimited.
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HOW TO DESIGN YOUR AUDIOTEX LIST
Use the following steps to guide you in formulating your System Greeting(s), and incorporating through the use of Audiotex, information that will guide callers quickly to their destination:
1. D
ECIDE WHAT YOU WANT ON YOUR AUDIOTEX LIST
2. DEFINE YOUR INFORMATION ONLY MAILBOXES
3. DECIDE IF YOU WANT TO USE AN AUDIOTEX LIST ACCESS NUMBER
4. WRITE AND RECORD YOUR SYSTEM GREETING MESSAGE
DECIDE WHAT YOU WANT ON YOUR AUDIOTEX LIST
When a call is answered by the system, an opening System Greeting is played. Decide what options you want to give callers that will ensure a quick response. The options you identify will determine what is included in your Audiotex List. Consider including:
Frequently requested information (CD Rates, account balances, directions to
your location),
Special messages (sales promotions), Customer information (order or repair status), Frequently requested departments such as Sales or Customer Service, Directions to your location, or other helpful information.
DEFINE YOUR INFORMATION ONLY MAILBOXES (IOM)
You must define all Information Only Mailboxes, except the default primary IOM 999, to use for your messages and for the menu selections you will use on your Audiotex List. See Mailbox Maintenance for details.
All Information Only Mailbox numbers must be unique, i.e. different from all other mailboxes on the Courier system.
IMPORTANT NOTES:
The Audiotex list is always set up under the default Information Only Mailbox 999 (99, 999, 9999 or 99,999) at the primary, root level.
Each choice, which results in a menu must be assigned an Information Only Mailbox and must have another worksheet completed to define the menu choices. See Appendix 1 – Audiotex Maintenance Worksheet.
Each choice that results in playing an informational message must be assigned an Information Only Mailbox. Write the message text on the bottom of the worksheet page for use in recording. See Appendix 1 – Audiotex Maintenance Worksheet.
When a choice results in going to a Guest or Standard Mailbox (instead of another menu or a message), these mailboxes must be defined in Mailbox Maintenance.
Set up the Audiotex list in the Courier system after all Information Only Mailboxes, mailboxes requiring recording of messages, have been defined in Mailbox Maintenance.
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ASSIGN FUNCTIONALITY (F/M/P/C/G) TO INFORMATION ONLY MAILBOXES
The function assigned to an IOM determines what happens when a caller makes a selection at the Audiotex List level, i.e. when the caller is hearing the System Greeting. You must select a function-type for each Information Only Mailbox defined.
F - Full Functionality
Courier listens for one (1) or more digits to be entered by the caller.
M - Menu Functionality
Courier listens for only one (1) digit to be entered by the caller.
P - Priority Functionality
Courier listens for a multi-digit (up to 20 digits) Translation number to be entered by the caller.
C - Chain Functionality
Courier plays the entire message recorded in the IOM and either 1) sends the caller to the extension listed for option 0, or, if nothing is listed for option 0, says, "Thank you" and hangs up. Callers cannot interrupt the message.
G - Group Functionality
Group Functionality allows more than one mailbox to be associated with an extension number.
After making the selection from ‘Set Functionality’, you may view it with ‘View Status’:
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AUDIOTEX DESIGN AND SET-UP EXAMPLE:
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
The following chart shows how a Bank designed its Audiotex list and developed its opening System Greeting. The primary, or root level, menu in the Audiotex List has four major choices.
Primary Menu:
Option 0: Option 1: Option 2: Option 3:
801 802 200 100 0-CD Rates 1-Acct. Balance 2-New Accounts 3-Ext. Hear Message Message Played Mailbox Called Ext. Called
Option 0
If the caller presses "0 for current CD rates" (0. CD Rates), he hears:
"Our current CD rate for a 6-month certificate is 6 percent. The minimum deposit is $5,000. There is a penalty for early withdrawal. To speak to someone regarding our CDs, press 230."
OPTION 1
If the caller presses "1 to check on your account balance" (1. Account Balances -
802), he receives another menu of choices:
"Press 0 for current loan information, 1 for regular accounts, or 2 for savings accounts."
Secondary Menu:
Option 0: Option 1: Option 2:
803 204 205
0 - Loan 1 - Regular 2 - Savings Translation Number* Extension Number Extension Number
Option 0 (secondary level)
If the caller presses "0 for current loan information" (0. Loan), he will hear this message:
“Press your loan number now."
The caller will then be connected with the Bank representative responsible for his account.
*Note: Courier will anticipate a translation number to be keyed. You must set up the account numbers under Translation Number Maintenance.
OPTION 3
If the caller presses "3 for more information" (3. Information), extension 100 is called (the switchboard operator) and the caller is assisted personally.
"Press 0 for current loan information, 1 for regular accounts, or 2 for savings accounts."
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EXAMPLES OF IOM FUNCTIONS (F/M/P/C/G)
F - FULL FUNCTIONALITY
Courier listens for one or more digits to be pressed by the user.
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
If the caller presses "0 for current CD rates" (0. CD Rates), he hears this informational message:
"Our current CD rate for a 6-month certificate is 6 percent. The minimum deposit is $5,000. There is a penalty for early withdrawal. To speak with someone regarding a CD, press 230."
M - MENU FUNCTIONALITY
Courier listens for only one (1) digit to be entered by the caller. Courier anticipates that the caller will press one of the four options:
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
The function code for this level must be M, Menu Functionality, because each of the four options is selected by pressing one digit. In this sample, the level represented by the default primary Audiotex-level IOM 999, has Menu (M) Functionality because each of the four options may be selected by pressing one digit (0, 1, 2, 3 or 6).
P - PRIORITY FUNCTIONALITY
Courier listens for a multi-digit (up to 20 digits) Translation number to be entered by the caller, in order to forward the call to the proper extension number.
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
When a caller presses "1 to check on your account balance" (1. Account Balance), he hears:
“Press your account number now.”
Courier accepts the account number and connects the caller to the extension of the proper Bank Representative, as defined in Translation Number - Add. See Translation Number Browse.
C - CHAIN FUNCTIONALITY
Courier plays the entire message recorded in the IOM and either (1) sends the caller to the extension listed for option 0, or, (2) if nothing is listed for option 0, says, "Thank you" and hangs up. Callers cannot interrupt the message.
"Press '0' for our current CD rates, '1' to check on your account balance, '2' if you would like information on opening a new account, or '3' for more information."
If a caller presses "2 for information on opening a new account," Courier plays the message recorded in the IOM:
"First Virginia Bank is currently offering free checking and free checks for all new accounts…"
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G - GROUP FUNCTIONALITY
An Information Only mailbox that uses Group Functionality allows more than one mailbox for an extension.
For example, two students share one extension number in a room. Each student can have his or her own separate voice mailbox with the use of Group Functionality.
For more information, see the Group Functionality Mailbox portion of the Mailbox Maintenance section.
DECIDE IF YOU WANT TO USE AN AUDIOTEX LIST ACCESS NUMBER
If your Audiotex List is limited to three or four options, you may want to include the single-digit numbers (0 through 9) in the System Greeting, for immediate access. For example:
“Thank you for calling First Bank. If you know your party’s extension, you may enter it now. Press 1 for account information, 2 for information on opening a new account, or 3 for other assistance. Or, remain on the line for an attendant.”
However, if your Audiotex List is lengthy, you can include in the System Greeting a single-digit number (Audiotex List Access Number) to hear a listing of single-digit options. In our example below, the caller is directed to press 9.
“Thank you for calling First Bank. If you know your party’s extension, you may enter it now. To select from a directory of information, press 9. Or, remain on the line for an attendant.”
When the caller presses 9, he hears:
“Press 1 for account information, 2 for information on opening a new account, 3 for current loan rates, 4 for CD rates, 5 for savings options, 6 for….”
IMPORTANT: You cannot have as the first digit, the same digits you use for Digit to access Audiotex List from System Greeting, Digit to access Name Directory, Translation/Extension Number Prefix type, or Override Digit.
WRITE AND RECORD YOUR SYSTEM GREETING MESSAGE
Use the Audiotex Maintenance Worksheets, Appendix 1, found at the end of this Manual to document or outline the Audiotex Options you have defined. This information will be needed to compose your System Greeting as well as setting up mailboxes in Mailbox Maintenance.
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SYSTEM ADMINISTRATOR OPTIONS FROM THE TELEPHONE
To access and perform:
Distribution List Maintenance – Option 1, Information Only Mailbox Maintenance – Option 2, System Greeting Recording – Option 3, Pre-System Greeting Recording – Option 4, and System Prompt Recording – Option 5:
1. Call Courier
2. Press
3. Press Mailbox 999
4. Press the Master System Password
5. Select Option 1, 2, 3, 4, or 5 from Menu
Option 1: Distribution List Maintenance
Option 2: Information 0nly Mailbox Maintenance (IOM)
*
Press Distribution List Number.
Hear or Record Distribution List Name
Browse and Modify Mailboxes on Distribution List
Add, Keep, or Delete Mailboxes
Receive Registered Mail receipt status of All or Specific Mailboxes
Access, Record, Change Mailbox Functionality
Options Update - Change, Delete or Use
Change IOM Password
Option 3: System Greeting Recording
Maintain System Greetings via two-digit System Greeting Number
Option 4: Pre-System Greeting Recording
Hear, Record, Use and Delete Pre-System Greeting Message
Option 5: System Prompt Recording
Maintain System Prompts via three-digit System Prompt Number
TO RECORD AND SEND A BROADCAST MESSAGE TO A CLASS OF SERVICE OR
ALL MAILBOXES:
TO
1. CALL COURIER
2. PRESS *
RESS YOUR MAILBOX NUMBER (NOT 999)
3. P
4. PRESS SYSTEM MASTER PASSWORD
5. PRESS 3 TO SEND A REGULAR MESSAGE
6. PRESS #99
7. E
NTER A TWO-DIGIT CLASS OF SERVICE OR * TO SEND TO ALL
MAILBOXES
8. RECORD, RE-RECORD, SEND, SEND RECEIPTED, APPEND TO, LISTEN,
ARK PRIVATE AND/OR URGENT, OR DELETE YOUR MESSAGE
M
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BASIC DISPLAY AND NON-DISPLAY PHONE USE
The PanaVOICE Courier will work with the phone system and allow for visual menus from the large as well as small screen displays.
With third party voicemail you normally need to program a call forward ID so the voicemail will answer with the personal mailbox greeting as opposed to the main greeting when calls forward to voicemail.
With API integration, the Courier will know what extension number the call forwarded from, and will play the correct personal greeting without having to program call forward ID for each extension.
When you call the Courier from your extension to retrieve messages, the system will not ask you to enter your mailbox number or a personal ID. The Courier will immediately ask you for your password (if one is set), and proceed to display or audibly indicate the options available to you, including playing your messages.
Since the API will be sending the information to set and cancel message lights, your voice ports will be free to take calls.
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FIRST TIME USER SETUP
As a first time user of the PanaVOICE Courier Voice Mail System, you will be asked to perform your mailbox customization. Please follow the steps below to customize your mailbox, keeping in mind that the system will “time out” after 30 seconds of perceived inactivity. You may want to read and familiarize yourself with the following instructions before you begin.
#
*
1
2
5
If you make a mistake or hit the wrong menu option, hitting the pound sign will bring you back to the previous menu.
1. Dial into the voice mail system by pressing your voice mail key on your telephone or by entering the extension of the voice mail as set by your System Administrator.
2. Press * to access the Setup menu.
A recording will inform you “mailbox customization has not been performed.”
3. Press 1 to set up your Password.
Your Password can be 4 to 9 digits in length, or variable depending on what your System Administrator has configured as the setting. After you enter your Password, you will be presented with the menu choice again. To re-enter your Password press 1, if you are satisfied press 2, and proceed to Step 4.
4. Press 2 to record your name.
Your name recording will be used to identify your voice mailbox to other users of the voice mail system. To re-enter your name, press 2. If you are satisfied, press the # key and proceed to Step 5.
5. To record your mailbox greetings, Press 5 to “Send incoming calls to my telephone” menu.
It is from this menu that you will be instructed to record and activate your telephone greetings.
1
3
6. Press 1 to record and activate Greeting 1.
7. Press 3 to record your greeting in what the voice prompt calls the “First Part.” Press # when finished.
To provide information of a dynamic or temporary nature, you can record a specific greeting in the First Part, and a standardized message in the Second Part, or vice versa. The benefit of this two-part message is that you can leave the lengthy part of the message untouched, while re-recording the other part whenever you are away from the office. Or, you can simply use the First Part or the second part as your entire Greeting.
When this process is completed, you are able to send and receive voice mail messages from your password-protected personalized mailbox, which now provides your name and greetings.
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COURIER QUICK REFERNCE CARD
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IVR PROCESSING
IVR PARAMETERS
The Courier system offers simple IVR functionality. The most basic feature is claims processing, where an incoming caller, when prompted, can enter a claim number and
retrieve a specific message that pertains to that number.
This feature works quite well in car dealerships for example, where the service number can be given to a customer, and that customer can call into the Courier to find out the status of their vehicle.
Courier can be set up to provide accurate, time and date stamped, information. The caller can then be connected to someone for more information, if necessary. When using this IVR application, an IVR Maintenance Administrator must be designated to perform various functions, and maintain the IVR messages. Every IVR Claim number can have a distinct message played when the caller enters their number. These messages are recorded by the IVR Administrator, and are recorded through a regular telephone on the switch. The IVR Administrator User Guide can be found.
From the Courier OutLook Bar, under the Parameters Tab, click the IVR icon. The following menu appears:
To set up this feature, you must also utilize the Audiotex Branching programming to properly guide the caller to the appropriate Information Only Mailbox where claim numbers can be entered. A single digit must be designated for callers to access information, i.e. “Press 4 to check on the status of your vehicle.” Under Audiotex IOM 999, the word IVR would be entered to the right of the number 4.
LENGTH OF IVR NUMBER IN DIGITS – DEFAULT: 3
This field defines the digit length used for IVR inquiries (claim numbers). The IVR Number must correspond with an order number given to your customer. Click the appropriate number to set from two to nine digits.
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PASSWORD FOR IVR MAINTENANCE – DEFAULT: (BLANK)
A separate password must be assigned that is different than the Main password. This password will be used by the designated IVR Administrator and will not allow access to other System Administrator functions. Four to nine digits are valid. This password is used when the IVR Administrator accesses the IVR maintenance through the telephone.
EXTENSION NUMBER TO GO TO AFTER IVR INQUIRY – DEFAULT: (BLANK)
After the incoming caller enters his/her claim number and listens to the information recording, the Courier can dial another extension, or the Courier can automatically transfer the caller to the extension set in this field.
RETENTION DAYS FOR IVR STATUS MESSAGES – DEFAULT: 02
Status messages are the individual messages recorded to provide information to the incoming caller. This field will determine the amount of days you can leave these messages on the system. Enter the number of days by typing the number clicking and dragging to the desired number or clicking the right or left icons to increment one day at a time.
VERIFY IVR NUMBER WHEN CHANGING STATUS – DEFAULT: ✱✱✱
Check to have the Courier audibly verify the IVR number that was dialed so that you can confirm you are recording the appropriate message.
PLAY "AS OF" AND TIME ON IVR STATUS INQUIRIES – DEFAULT:
✱✱✱✱
Check, and when changing the status message, the Courier can play the time and date of the last status change for the particular IVR number being played.
REPEAT IVR NUMBER TO CALLER ON STATUS INQUIRIES – DEFAULT: ✱✱✱
Check, to have the Courier repeat the IVR number when a caller enters a valid IVR number.
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IVR NUMBER M AINTENANCE
HOW TO UPDATE THE STATUS OF AN IVR NUMBERS MESSAGE:
Call Courier Voice Mail During the System Greeting, press the option number for IVR; the Pre-defined digit on the Audiotex list, stated in the System Greeting. Press * to hear the System Administration menu Enter the IVR Number Password.
Courier plays:
Press 1 to change the status of a number, 2 to record a custom message, 3 to hear the status of a number, or press the pound sign to exit.
TO ACTI VATE A PRE-RECORDED STANDARD MESSAGE:
Press 1 to change the status of a number.
Courier plays:
Press 1 if the number is ready, 2 if the number is not ready, or 3 through 7 for special number messages.
Pressing 1 activates the standard Ready Message.
Pressing 2 activates the standard Not Ready Message
Pressing 3, 4, 5, 6, or 7 activates a pre-recorded special message.
TO RECORD A CUSTOM MESSAGE:
Press 2 to record a custom message.
Courier plays:
Press 1 to change the status of a number,
2 to record a custom Message, 3 to hear the status of a number, or, press the pound sign to exit.
Courier plays:
Record your status message after the tone and press the pound sign when finished.
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Record the message you wish to leave for the specific number you are working with.
Courier plays:
Message recorded.
Courier plays:
Press 1 to hear it, 2 to re-record it, or, 3 to use it as is.
Press the appropriate selection.
TO HEAR THE CURRENT STATUS OF A NUMBER:
Press 3 to hear the current status of a number.
Courier plays the current status message of the number you entered.
Courier plays:
Press 1 to change the status of a number, 2 to record a custom message, 3 to hear the status of a number, or the pound sign to exit.
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TRANSLATION NUMBERS
This feature allows the Courier to direct incoming callers, based on an input code, to a distinct extension number. The codes can be varied from Social Security numbers, to account numbers, to zip codes, etc.
This feature is particularly helpful in applications where you may advertise in a particular medium, and publish a number you want the incoming callers to dial once they have entered the system. You can then accurately direct that caller to a particular operator responsible for that geographic area for example.
B ROWSE
From the Courier OutLook Bar, under the Translation Numbers tab, click the Browse icon. The following screen appears:
This area provides the System Administrator the ability to browse the VMB Column (voice mailbox or extensions) for any previously defined translation numbers.
GUIDELINES
To see entries displayed on the next page (if any), use the scroll bar to the right of the screen, which appears when the screen is full.
To change the extension number associated with a range of numbers:
Click with the mouse to move to the extension number you want to change.
Type over the current information and press the [Enter] key.
Note: To delete a translation number and all related information, see Delete Translation Numbers.
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ADD
This area is used to create a Translation Table. From the Courier OutLook Bar, under the Translation Numbers tab, click the Add icon. The following screen appears:
ENTER STARTING TRANSLATION NUMBER
Use this field to define the starting number.
ENTER ENDING TRANSLATION NUMBER
Use this field to define the ending number.
ENTER THE EXTENSION NUMBER
This field defines the extension number or voice mailbox number incoming callers will be transferred to once the translation number defined above, has been entered. You must click ADD in order for entries to be added and appear on the Browse screen.
ADDING TRANSLATION # (NUMBERS)
This field acts as a visual status of the translation number or numbers being added. When the transaction is complete, this field will display “DONE”.
LENGTH OF THE TRANSLATION NUMBERS
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Decide the length of the code/translation number you want the incoming caller to use (social security number or account number for example). The translation number can be up to 20 digits long and must be numeric.
D ELETE
These fields are used to delete Translation numbers. From the Courier OutLook Bar, under the Translation Numbers tab, click the Delete icon. The following screen appears:
ENTER STARTING TRANSLATION NUMBER
Use this field to define the starting number.
ENTER ENDING TRANSLATION NUMBER
Use this field to define the ending number.
ENTER THE EXTENSION NUMBER
This field defines the extension number or voice mailbox number incoming callers will be transferred to once the translation number defined above, has been entered.
DELETING TRANS #
This field acts as a visual status of the translation number or numbers being deleted. When the transaction is complete, this field will display “DONE”.
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STATISTICS
The Courier provides, as a standard feature, many valuable statistics about the system, and how it is being used. These statistics can help evaluate efficiencies within the system.
From the Courier OutLook Bar, under the Statistics tab, click the View Statistics icon. The following screen appears:
STATISTICAL REPORTS
Statistical reports are run each Sunday morning after the Courier timed shutdown. Courier generates the following reports:
(Traffic) System Usage Table Report (by ports) TRmmddyy.pr? MailBox Subscriber Report (by system) MRmmddyy.pr? System Statistics / Executive Summary Report (by ports) CRmmddyy.pr? Extension Report (by system) ERmmddyy.pr? Menu Report (by system) URmmddyy.prn
mmddyy = month, day, year ? = 1 - 6
In order for the reports to make sense, the NAME, COMPANY, DIVISION and DEPARTMENT fields must contain pertinent information. Otherwise, they will all be thrown into a single group.
The "company" in the line shown above defines how the reports will be paginated. The options are "company", "division" and "department". Your selection will depend on how the Courier is to be used.
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Note that on the system shown, i.e. 24 ports, setting the page break on "company" will generate 25 separate reports, many of them multiple pages.
If you set the page break on "department", then the report will print on a large amount of paper. They are generated as print files, so there is no need to print them if you just wish to view the data.
TRAFFIC
This report shows the system usage by port, by the hour. The report shows the usage over a seven-day period, along with day, night, and 24 -hour totals.
There is also a final page for each group of ports showing the busiest hours on each port by number of calls, and by time. It computes a utilization factor in percent. Finally, it will show if all ports were busy for some specified period of time.
Note: When all ports are busy, the Courier cannot answer calls. If this number becomes large, it indicates that the system needs more ports.
M AIL B OX S UBSCRIBER REPORT
This report gives a list of all the user mailboxes including department and company name that the system extracts from the fields programmed in the Mailbox Setup Parameters. It shows message totals, and the last time they logged in to check messages. It details the total time of all the messages by user and also gives a total combined user message time.
S YSTEM S TATISTICS / EXECUTIVE SUMMARY R EPORT (BY
PORTS)
This report contains three separate sections: "Automated Attendant / Call Breakdown", "Automated Attendant / Subsequent Transactions" and "Message Center Traffic (For all ports)".
AUTOMATED A TTENDANT / CALL B REAKDOWN
This is a listing of the number of calls handled by a particular method when a person first calls Courier. These are:
Direct Dial The caller knew what extension number was wanted and
entered it.
Menu Option The caller used one of the menu options programmed into the
Courier.
Dial 'O' Open The caller dialed the operator directly.
No Entry The caller waited until the Courier dropped them to the
extension specified as the drop extension. This would include callers dialing from a rotary phone.
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Log in to Msg Ctr The caller pressed
messages.
Leave Message The caller pressed "#” to skip the mailbox greeting and left a
message.
Dialed By Name The caller used the Find Name function from the Audiotex List.
Translation Number The caller went to an extension using a translation number.
Other All the other ways a caller can get somewhere from the main
greeting.
* and their mailbox number to retrieve
AUTOMATED A TTENDANT / SUBSEQUENT T RANSACTIONS
After a person has selected or defaulted to one of the options above, this is the subsequent choice that they made (if any):
Busy Condition The caller received a “busy” after making their first
selection.
Ring No Answer The caller received a “ring-no answer” after making
their first selection.
Subsequent Direct Dial The caller keyed in another extension number after
their first selection.
Subsequent Dial "0" The caller gave up after their first selection and dialed
the operator.
Subsequent Menu Option The caller made a menu option choice after their first
selection.
Example: Automated Attendant / Subsequent Transactions
Busy Conditions 25 Ring No Answer 23 Subsequent Direct Dial 5 Subsequent Dial 'O' 7 Subsequent Menu Option 0
M ESSAGE CENTER T RAFFIC (FOR ALL PORTS)
This is the overall message center traffic for all ports. This is for all ports since there is no way to trace how a person got to the Message Center.
Number Messages Left Defines how many messages were left.
Number Messages Retrieved Defines how many messages were listened to and
acted upon.
Avg. Seconds per Message The average time of all the messages, in seconds.
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Example: Message Center Traffic (For all ports) Summary Report
Created 09/24/95 At 00:05:43 From 09/17/95 at 00:00:00 To 09/23/95 at 23:59:59 For Ports 1 to 2
Message Center Traffic (For all ports)
Number Messages Left 29 Number Messages Retrieved 27 Ave Seconds per Message 36
E XTENSION R EPORT
The extension report is a summary, by mailbox extension, of all the activity that occurred. The previous reports presented an aggregate of all possible selections. The Extension Report shows how this is distributed by extension number. The categories, such as "Direct Dial", "Menu Option", etc. are the same as above.
M ENU REPORT
This report gives you the number of calls that reached a particular extension by any menu choice.
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UTILITIES
P URGE O LD M ESSAGES
When your Courier system has less than 10% free disk space, old messages should be purged from the system. Using this option overrides the Message Retention parameter (See Voice Mail Parameters for more details).
From the Courier OutLook Bar, under the Utilities tab, click the Purge Old Messages icon. The following screen appears:
HOW MANY DAYS OLD SHOULD THE MESSAGES BE BEFORE THEY ARE DELETED?
This field allows you to define the “age” of messages that you wish to delete from the system.
PURGE STATUS
The screen shows the message deleted including the associated mailbox, if it was delivered internally from another subscriber, and when the message was recorded.
NUMBER DELETED
The screen shows the number of messages deleted during this particular deletion procedure.
BYTES DELETED
The screen shows the number of bytes that have been deleted during this particular deletion procedure.
CLEAR STATUS
Clears the Purge Status information. Purge messages until you are satisfied there is enough room on the hard drive.
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DISTRIBUTION LISTS
The Courier can send messages to groups of mailbox users through the use of Distribution lists. A Distribution list is a group of mailboxes that can be defined by category (i.e.: Sales Department).
Once a distribution list has been created, users can send a message to all of the members in a particular Distribution list by directing their message to the list number. Each user can create Distribution lists at the telephone level.
This report will allow the System Administrator to view each list and see which members have received the messages (Date & Time), and who has yet to receive them. This status report can be printed and given to the sender of the message.
The System Administrator can also create the names of new distribution lists that the mailbox owners can then pick and use at the telephone level.
D ISTRIBUTION L IST M AINTENANCE
From the Courier OutLook Bar, under the Distribution Lists tab, click the Maintenance icon. The following screen appears:
SELECT THE MAILBOX NUMBER
Enter the mailbox number of the distribution list sender you would like to check the status of.
SELECT THE LIST NUMBER
Mailbox owners can have multiple lists. This field enables you to select a specific list for the specific sender you are trying to check distribution status.
DATE
Once a specific list has been selected the Date that the message was sent will be displayed in this field.
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TIME
Once a specific list has been selected the Time that the message was sent will be displayed in this field.
DELIVERED
This column will list the mailbox users within the distribution list that have reviewed the message.
TO BE DELIVERED
This column will list the mailbox users within the distribution list that have not reviewed their message yet.
DESCRIPTIONS
From the Courier OutLook Bar, under the Distribution Lists tab, click the Descriptions icon. The following screen appears:
DESCRIPTION TEXT
The Courier system contains 64 descriptions, which may be assigned to both System and User distribution lists. On the Descriptions screen, you may make changes to any of the 64 names so that any mailbox owner may use them.
Names may not be added or deleted
existing name, highlight the name in the ‘Descriptions’ window. Type in the new description into the ‘Description Text’ field at the bottom of the screen and press the Apply button. This change is now saved and available for use.
; they may only be changed. To change an
This feature is available only when using display phones with API integration. These
names are available for selection by mailbox users when creating a Distribution List from a display telephone.
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PARAMETERS
These Parameters are used to detail various capabilities of the system to meet with the customer’s particular applications. Default settings have been pre-defined for all Parameters, based on those most commonly used. All settings may be changed at installation.
S YSTEM P ARAMETERS
System Parameters are used to identify system wide functions that will apply to an application.
From the Courier OutLook Bar, under the Parameters Tab, click the System icon. The following menu appears:
MAILBOX NUMBER DIGIT LENGTH – DEFAULT: 3
Enter the appropriate number to set the Mailbox digit numbers from 2 to 5 digits. All Mailboxes must be the same length. The number of digits used for the telephone extensions must mirror the number of digits used for the mailboxes.
TIMES TO RING AN EXTENSION – DEFAULT: 4
Enter the number of times Courier will ring a telephone extension before determining there is no answer. This function is used for the Monitoring feature. Enter anywhere from 1 to 9 rings by typing in the number or click the left and right arrow to increment one ring at a time.
Note: If Release on Ring has been set to Yes in the mailbox Class of Service, it will take priority over this entry.
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NUMBER OF RINGS BEFORE ANSWER – DEFAULT: 1
This entry determines the amount of rings the system allows before it answers calls from the outside, as well as intercom calls. Enter anywhere from 1 to 9 rings by typing in the number or you can click the left and right arrow to increment one ring at a time.
INTER DIGIT DELAY – DEFAULT: 4
This is the amount of time in seconds that the Courier waits between digits to determine whether the digit or digits dialed are valid. Enter anywhere from 1 to 9 seconds by typing in the number or you can click the left and right arrow to increment one second at a time.
Note: If a Prefix Before Extension or Translation has been chosen, this field is not relevant.
For example, there may be applications where one-digit dialing is desired for branching purposes, and one of the digits matches the extension number plan. In this case, the system must interpret the digit dialed and wait to see if the caller continues to enter digits to complete an extension number, or if the caller actually stops at 1 digit.
Under most circumstances, it is recommended to use distinct translation digits, and not to use the first digit of your extension number plan. By doing so, you will avoid having to interpret dialing.
OFF HOOK DELAY INCREMENTS – DEFAULT: 50
This parameter defines the amount of time between the end of a ring and the voice board delivering a voice path. This parameter will seldom have to change from its default of 50 (1/2 of a second). For example, this parameter is typically adjusted when it is confirmed that the Courier is missing the first digit of a call forward I.D. digit. Enter from 0 to 100 by typing in the number or you can click the left and right arrow to increment in 1/100-second increments.
DROP CALL IF BREAK IN LOOP CURRENT – DEFAULT: YES
By checking this box, Courier is able to detect when a caller hangs up during the System Greeting (system sees a drop in loop current either from the telephone system or the Central Office line).
Note: The telephone system must provide a disconnect signal.
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DROP CALL IF DIAL TONE – DEFAULT: YES
By checking this box, Courier will monitor activity during the System Greeting. If an incoming caller hangs up during the System Greeting, Courier terminates the call after 6 seconds of continuous dial tone.
PASSWORD LENGTH 4-9 OR V FOR VARIABLE – DEFAULT: 4
This password field is to set the length of passwords. The password length can be set from 4 to 9 digits, or it can be a (V)ariable length defined by each end user.
Note: When variable length passwords are used, the Courier listens for a pound sign (#) to indicate the end of the password. If a pound sign (#) is not entered, the system ignores the password entered, times out and disconnects the caller.
SYSTEM MASTER PASSWORD – DEFAULT: 1111
The System Master Password is the main password to access all Courier programming functions. The number of digits is defined in the password length field described above. The default System Master Password is 1111. To ensure confidentiality, Courier displays stars (****) as you enter the password. The Master System Password should be a confidential number, known only by the System Administrator and a secondary Administrator. It is required to:
Display Courier's main menu.  Override Mailbox passwords.  Set up and use System Distribution lists.  Update Information Only Mailboxes.  Operate the system keyboard.  Record System Greetings.  Record Pre-System Greeting  Record System Prompts  Record Broadcast Messages
LEAVE A MESSAGE PREFIX 1-9, * OR # - DEFAULT: #
This is a 1-character system wide code that callers can dial during a greeting to skip directly to leaving a message. Acceptable characters are 1-9, * or #.
Note: In default, the # is reserved to enable callers to bypass call transfer to an extension, and go directly to the mailbox owners greeting (Override Prefix). The * sign is reserved for callers to enter the Voice Processing system from the outside as subscribers to access their mailbox. These functions can be swapped.
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MAINTENANCE SHUTDOWN TIME – DEFAULT: 0005
Courier must shut down daily for reorganization, maintenance, and updating. A 3.5 inch floppy should reside in the floppy at all times. During maintenance, the data files are written to a floppy for daily backup. This maintenance should be scheduled at a time when calls are not coming in to Courier. Enter this time by using military format (00:01through 23:59) The default shutdown time is 00:05 or 12:05 am.
PILOT EXTENSION NUMBER – DEFAULT: 500
There is a default pilot extension number for the DBS of 500. If your pilot number is different, change it here. This hunt group number is only needed when using API Integration.
NAME ENTRY ORDER – DEFAULT: LAST NAME
Click the drop down arrow and choose between Last Name, First Name, or Either Name. Changing this setting will change the prompt played when a caller presses the Name Entry Prefix key on the telephone. Names should be entered into the Name Directory in this order.
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AUTOMATED A TTENDANT P ARAMETERS
The Automated Attendant Parameters Section is used to define the various options for the system’s Automated Attendant functions. In default, the Automated Attendant plays the greeting and accepts digits for extension number dialing. If you wish to use Branching (one digit dialing), you will need to set other options (see Audiotex/Branching Section).
The Courier can utilize a monitoring function, which is set in Mailbox Maintenance, to allow the Auto Attendant to call telephone extensions and determine their state (busy or no answer) prior to transferring the call. If the extension is busy or does not answer, the Auto Attendant will either provide the outside caller with options or send them directly to leave a message. Selecting no monitoring means that the Auto Attendant will blind transfer calls. Typically, API integrated systems use the ‘Monitor’ function. In-
Band integrated systems do not.
From the Courier OutLook Bar, under the Parameters Tab, click the Auto Attendant icon. The following menu appears:
SECONDS TO WAIT BEFORE DROPPING TO OPERATOR – DEFAULT: 5
This field is used to assign the number of seconds (2 to 15 seconds) the Courier waits to detect digits after the main greeting has been played. If no digits are dialed and the timer expires, the Courier will transfer the caller to the “System Greeting Drop Mailbox” defined in the System Greeting Maintenance Parameters.
Note: If there is no System Greeting Drop Mailbox defined, the Courier will look at the Operator Drop Mailbox. If neither is defined, the Courier will let the caller know that the operator is not available and will instruct the caller to call back at a later time.
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PREFIX BEFORE EXTENSION, TRANSLATION, OR NONE – DEFAULT: NONE
Click the appropriate circle to define if a dialed prefix digit is required for either an extension entry, or a translation entry or no prefix at all. This prefix setting is only used if Translation Numbers are utilized.
For example if a caller’s intention is to dial 1 for “Sales” during the System Greeting, and the extension/mailbox numbering plan also begins with the digit 1, the Courier will wait for the Inter Digit Delay Timer (described above) to expire. Then it will look at the associated Information Only Mailbox branching structure, interpret the digit 1, and send the caller to “Sales” (either to an extension, a voice mailbox, or another IOM).
By using the Prefix Before Dialing option in this case, the caller will enter the digit “9” for example, before the digit 1 for “Sales” (dial “91”), and the Courier will immediately transfer to “Sales” without having to wait for the Inter Digit Delay Timer to expire.
Note: If the application calls for 1 digit dialing more so than extension dialing, then use the Prefix Before Dialing for extension numbers. Likewise, if the system is designed for more extension number dialing, then use the Prefix Before Dialing for the translation purpose.
TRANSLATION/EXTENSION NUMBER PREFIX – DEFAULT: (BLANK)
This field defines the prefix digit to be used for either the extension or translation number depending on what has been chosen in the previous field. Enter any digit number from 1 to 9 by typing in the number or you can click the left and right arrow to increment one digit at a time.
To avoid number conflicts, make sure that the Prefix number is different from the:
Audiotex Branching Numbering Plan, the
Override Prefix, and
Name Entry Prefix parameters.
DIGIT TO ACCESS NAME ENTRY CALL ROUTING – DEFAULT: 8
This field identifies the digit to be used for dial by name directory applications. Enter any digit number from 1 to 9 by typing in the number or you can click the left and right arrow to increment one digit at a time.
The Name Entry Prefix must be different from the:
Audiotex Branching Numbering Plan, the
Override Prefix, and the
Extension/Translation Prefix number.
Note: You cannot have any Mailboxes that begin with the Name Entry Prefix.
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