Panasonic DBS Section 530 User Guide

DBS

Manager™

User Guide

Panasonic®

VB-43993

Please read these instructions completely before using DBS Manager.

Section 550

Part Number 552X00201

Issued April 2000

The contents of this manual are subject to change without notice and do not constitute a commitment on the part of Panasonic Telecommunication Systems Company (PTSC). Every effort has been made to ensure the accuracy of this document. However, due to ongoing product improvements and revisions, Panasonic cannot guarantee the accuracy of printed material after the date of publication nor can it accept responsibility for errors or omissions. Panasonic will update and revise this document as needed.

The software and hardware described in this document may be used or copied only in accordance with the terms of the license pertaining to said software or hardware.

This document may be reproduced either electronically or in print as needed by certified dealers and technicians of DBS products. However, the information contained in this document must not be altered, copied, or changed in any way that misrepresents the installation, operation, or other function or feature of the DBS product or Panasonic. Panasonic assumes no liability for any alternation or misrepresentation of information contained herein.

DBS Manager™ is a registered trademark of Panasonic Telecommunication Systems Company Windows™ and Access™ are trademarks of Microsoft Corporation.

Issued April 2000

Panasonic

Table of Contents

Chapter 1. Overview

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 How DBS Manager works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Using this manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Conventions used in this manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 2. Installation Procedures

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Installing the DBS Manager hardware key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Installing the DBS Manager software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 DBS Manager Communications Addendum. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

DBS Manager PC Requirements: . . . . . . . . 10 DBS Requirements for Direct Communications: 10 DBS Requirements for Remote Communications: 10

DBS 824 Requirements for Direct Communications: 11 DBS 824 Requirements for Remote Communications: 11

Direct Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Customizing the Direct Connection Cables . 11

Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Remote Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 DBS Manager Modem Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 RAI Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 DBS or DBS 824 External Modem Considerations . . . . . . . . . . . . . . . . . . . . . . 15

Configuring the DBS or DBS 824 External Modem using DBS Manager 15 Customizing the External Modem Cable . . . 16

Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Operator-Assisted External Modem Connection 17

Unassisted External Modem Connection (DBS Only) 17 Unassisted RAI Connection (DBS Only) . . . 18 Operator Assisted RAI Connection (DBS Only) 18

Chapter 3. DBS Manager Quick Tour

The Main Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

The Menu Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

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Table of Contents

The File Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

The Database Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

The DBS Administration Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

The Reports Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

The Help Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

The Button Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

The DBS Administration Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

The Information Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 4. DBS Manager Basic Operations	27
Starting DBS Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	27
Exiting DBS Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	27
Modifying user accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	27
Setting communications parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	28
Connecting to a DBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	28
Disconnecting from a DBS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	30
Modifying system parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	30
Working with Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	30
Creating a new database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	30
Opening an existing database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	31
Modifying customer/site information in a database . . . . . . . . . . . . . . . . . . . . . .	31
Modifying a remote phone number in a database . . . . . . . . . . . . . . . . . . . . . . .	31
Modifying a remote programming password in a database . . . . . . . . . . . . . . . .	31
Copying a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	31
Closing a database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	32
Deleting a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	32
Uploading a database to a DBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	32
Downloading data from a DBS to DBS Manager . . . . . . . . . . . . . . . . . . . . . . . .	32
Upgrading a database to a higher CPC version. . . . . . . . . . . . . . . . . . . . . . . . .	33
Databases and Connecting to a DBS - Special Considerations . . . . . . . . . . . . . .	33
Chapter 5. Using Help	35

Locating a Help Topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 About Bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Creating Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Using Bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Deleting Bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Copying and Annotating Help Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Creating an Annotation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Copying an Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Copying an entire Help topic into an Annotation . . . . . . . . . . . . . . . . . . . . . . . . 36 Deleting an Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Printing Help Topics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

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DBS Manager

Chapter 1

Overview

Introduction

DBS Manager™ is a Windows-based software application that lets you manage Panasonic DBS telephone systems from a personal computer. With DBS Manager, you can connect to a DBS system via modem or direct connection and modify the DBS’ programming parameters from your PC or laptop. You can also maintain programming databases for any number of different phone systems in your PC and make modifications to a database for uploading to that phone system at a later time. DBS Manager replaces the need for most on-site FF key programming procedures (you will still need to use FF keys for programming new features, "any keys", Call Forwarding ID digits, etc.).

How DBS Manager works

DBS Manager stores the programming information for a DBS system in database files based on the Microsoft Access™ format . Using DBS Manager, you can easily view or modify a system’s programming parameters as stored in the database and then upload any changes to that DBS either immediately or at a later time. You can also download a DBS’ programming parameters to DBS Manager for analysis and modification, or for use as a system backup.

It is important to understand that a database for a particular phone system exists in DBS Manager independently from the actual system programming for that DBS. If programming for the system is changed in a DBS database, the phone system will be unaffected unless you are connected to the DBS at the time the changes are made, or those changes are uploaded to it from your PC.

Likewise, if any system parameters are changed via on-site FF key programming, those changes will not be reflected in the DBS Manager database for that system until the changes are downloaded from the DBS to your PC, or you open that database in DBS Manager and make the same changes.

Note: It is not necessary that a database exist in DBS Manager in order to make changes to a DBS’ programming. If desired, you can connect to the DBS using DBS Manager and modify its programming without maintaining a copy of its database in the DBS Manager application.

Using this manual

This manual is designed to assist you in getting started with DBS Manager. It is not intended to replace DBS Manager’s extensive interactive On-line Help files.

Users should have a thorough working knowledge of Panasonic DBS programming procedures and terminology and a good understanding of modem functionality. Users should also be familiar with basic PC and Windows functionality and terminology.

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Chapter 1

Conventions used in this manual

The following conventions are used throughout this manual:

1. Items to be selected from a menu are indicated as follows:

Select File > Exit to exit the application (Choose the File menu, then click on Exit).

2.Names of menus and menu items are printed in boldface. Letters that you can use to access the menu and menu item from the keyboard are underlined.

3.Reference to DBS Manager and its features appear in boldface.

4.Words requiring special emphasis are italicized.

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DBS Manager

Chapter 2

Installation Procedures

System requirements

DBS Manager is a powerful application which requires a powerful PC in order to run effeciently. The following are minimum system requirements.

•A 486-33 or higher IBM-compatible PC with a 3.5" floppy drive.

•8 MB or more RAM.

•20 MB or more free disk space - see Note 1.

•Windows-compatible Mouse.

•VGA or higher resolution Monitor.

•Hayes-compatible modem (required for remote connections - see Note 2).

•Microsoft Windows version 3.1 or higher.

Note 1: Installation of DBS Manager requires about 6 MB of disk space. You will also need at least 10 MB free work space on your hard disk to be used during database conversions. In addition, each phone system database to be administered through DBS Manager requires an additional 3.0 MB of disk space. Example: If you are administering three different DBS databases, you will need at least 25 MB of disk space - 6.0 MB for DBS Manager, 10 MB to be used during database conversions, and 9.0 (3.0 MB each) for the three phone system databases being administered.

Note 2. A modem is not required if you have the End-User version of DBS Manager, or if you have the Dealer version but intend to do only direct (i.e., not remote) connections.

Before you begin

Check the following before you begin installation of the DBS Manager software.

1.If running Windows 3.1 or 3.11, make sure your virtual memory (swap file) is set to Permanent (not Temporary). The recommended size for virtual memory is 25 MB or greater.

2.For Windows 3.1 and 3.11, set the Buffers parameter in your config.sys file to 40 (unless you use applications which require a higher setting).

3.If you are running Windows 3.1 (not 3.11), DBS Manager requires the presence on your system of a file named share.exe. DBS Manager will install this file during the installation process, but you must manually edit your autoexec.bat file to add the following line:

share.exe /L:500

Refer to your DOS and Windows user guides if you need help making the above changes.

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Chapter 2

Installing the DBS Manager hardware key

DBS Manager is supplied with a hardware key which attaches to your PC’s parallel port via a 25-pin connector. This hardware key must be installed in order to use DBS Manager to connect to a DBS.

If using a printer, attach the hardware key to the parallel port, then plug the printer cable into the hardware key. (On some computers, if the printer is turned off when using DBS Manager, the system will not recognize the hardware key and will therefore not allow a communication session to be established.)

Figure 1. The DBS Manager Hardware Key

to PC parallel port

Note: Two different versions of the hardware key are available: a dealer version and an end-user version. The dealer version allows remote connections to a DBS. The end-user version is limited to local (on-site) connections only (i.e., no external modem communications with a DBS are allowed). Both versions allow full database functionality. The version type is displayed just above the phone graphic on the DBS Manager Main window.

Installing the DBS Manager software

You should make backup copies of the DBS Manager disks before beginning the installation procedure. Use the backup disks for the installation.

1.Close out all other Windows applications.

2.Insert Disk 1 into floppy drive A or B.

3.For Windows 3.1, select File, then Run from the Program Manager screen. For Windows 95, select Start, then Run from the Windows desktop. In the Command Line box, type a:setup or b:setup (depending on which drive you placed the disk in), then press <ENTER>. You will be asked to confirm the directory DBS Manager should be installed to.

4.After the installation is complete, you should open DBS Manager using the default User ID (System) and password (System) and immediately set up a new user account. See page 27 for information on setting up and modifying user accounts.

Note 1: The default User ID and password are case-sensitive and must be entered exactly as shown above.

Note 2: To protect against unauthorized use of DBS Manager, you may want to change the default password (System) after your new user account is established. Be aware however that once the default password is changed, there is no way to open DBS Manager should you forget your personal User ID and/or password.

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DBS Manager

Chapter 2

DBS Manager Communications Addendum

Introduction

DBS Manager provides the ability to connect to the DBS and DBS 824 either directly or by using modem connections. Modem connection allows for easy remote maintenance without having to travel to the phone system site.

Figure 1. Direct Communications

DBS	DBS or
M anager	DBS 824
PC

Figure 2. Remote Communications

	M odem
M odem
DBS	DBS or
M anager	DBS 824
PC

Connecting remotely to the DBS or DBS 824 involves two modems; 1) a modem at the DBS Manager PC and 2) a modem at the DBS or DBS 824. With the DBS, the modem may be either the internal modem built into the RAI card, or an external modem connected to the DBS external serial port

DBS Manager

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Chapter 2

(CN6). With the DBS 824, an external modem must be connected to the SIU “MAINT” connector CN2.

Regardless of your configuration, the modems at both ends must be properly configured to communicate. There are often differences in configuration commands between various modem models. Fortunately, DBS Manager contains custom-tailored modem setup configurations to reduce or eliminate modem-related problems. However, if you have a modem with dip switches that control setup, they must be set to support DBS Manager communications.

Note: Make certain you have complete documentation on the modems you use. There are certain settings that must be correctly set to operate.

Connecting either directly or by an external modem to the DBS or DBS 824 requires special customized modem cables. These cables are described later in this document.

Note: Make sure to use cables configured as described in this document. The cables listed here differ from previously defined cables.

Requirements

The following items are required for DBS Manager to communicate with the DBS or DBS 824.

DBS Manager PC Requirements:

DBS Manager Version 1.1 or later (with hardware key)

Internal, PCMCIA, or External Modem (if connecting remotely)

Standard Modem Cable (if using an external modem)

DBS Requirements for Direct Communications:

Customized Direct Connection Cable

DBS Requirements for Remote Communications:

RAI or External Modem

Customized Modem Cable (if using an external modem)

Trunk Access to Modem (if calling unassisted) (i.e, DISA trunk, dedicated modem trunk, voice mail, automated attendant, etc.)

MFR (if using DISA)

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DBS Manager

Chapter 2

DBS 824 Requirements for Direct Communications:

Serial Interface Unit (SIU)

Customized Direct Connect Cable

DBS 824 Requirements for Remote Communications:

Serial Interface Unit (SIU)

External Modem

Customized Modem Cable

Direct Connection

Customizing the Direct Connection Cables

A customized cable must be used with a direct connection. The cable required to connect to the DBS is shown in Figure 3. The cable required to connect to the DBS 824 is shown in Figure 4.

Figure 3. DBS Customized Direct Connection Cable

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Chapter 2

Figure 4. DBS 824 Customized Direct Connection Cable

Note: Some PC COM ports require a 9 pin connector and others require a 25 pin connector. Choose the approriate cable for your PC.

DB 9	DB 9	DB 9	DB 25
Male	Female	Male	Female
To MAINT Port (CN2)	To PC Com Port	To MAINT Port (CN2)	To PC Com Port
2	2	2	3
3	3	3	2
4	4	4	20
5	5	5	7
8	8	8	5
	1		8

Operation

Note: Prior to connecting to the DBS 824, dial #91 at an attendant telephone to disable SMDR and set the DBS 824 serial communications port to CN2 - “Maint”.

1.Attach the appropriate direct connection cable to the DBS or DBS 824. See “Customizing the Direct Connection Cables” on page -11.

2.Start DBS Manager and login.

3.Select File then Communications.

4.Select the PC COM Port for the direct connect cable.

5.Select 9600 Baud, 8 bit data length, 1 stop bit, None for parity.

Note: The above values MUST match the DBS FF1 2#,2#,1-4# or the DBS 824 FF1 2#,9#,1-4# settings. The default settings in the DBS is even parity and should be changed if DBS Manager is set up for no parity.

6.Select RTS/CTS for Flow Control.

7.Select Direct Connection.

8.Select Save. DBS Manager will return to Communication Setup.

9.Select Cancel to return to the main menu.

10.Select Connect to DBS.

11.Select Connect.

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DBS Manager

Chapter 2

Remote Communications

DBS Manager Modem Considerations

Before any remote connection to the phone system can be made, the DBS Manager modem must be configured and installed. (This procedure is only required before the first connection, it does not have to be repeated for each connection.)

Note: The DBS Manager modem must be configured one way for connecting to a DBS or DBS 824 with an external modem and another way for connecting to a DBS with an RAI card. DBS Manager provides a way to support two settings that may be used for the same modem - Modem #1 Setup and Modem #2 Setup (see step 10 below). If the DBS manager modem requires both configurations, it is recommend that the following steps be performed twice with Modem #1 Setup used for connecting to an RAI and Modem #2 Setup used for connecting to an External Modem. Then connecting to a DBS only requires selecting the correct Modem Setup before connection.

1.If using an external modem, attach the DBS Manager Modem to a PC communication port (usually COM1 or COM2) using a standard modem cable.

2.If using an internal modem, follow the modem installation instruction to install the modem in the DBS Manager PC.

3.Start DBS Manager and login.

4.Select File then Communications.

5.Select the PC COM Port for the modem.

6.If connecting to a DBS or DBS 824 external modem, select 9600 Baud, 8 bit data length, 1 stop bit, none for parity. (These values MUST match the DBS FF1 2#,2#,1-4# or the DBS 824 = FF1 2#,9#,1-4# settings. The default settings in the DBS is even parity and must be changed if DBS Manager is set up for no parity.)

If connecting to a DBS RAI, select the RAI Baud rate (1200 or 300 Baud for RAI-B or 300 Baud for RAI-A), 8 bit data length, 1 stop bit and none for parity. (The baud rate MUST match the DBS FF1 2#,2#,10# setting. The default setting in the DBS is 300 baud.)

7.Select RTS/CTS for Flow Control.

8.If connecting to a DBS with an external modem, select Operator Assisted External Modem or Unassisted External Modem. If connecting to a DBS using the internal RAI, select either Unassisted RAI or Operator Assisted RAI.

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