Teleco Perfect Voice Tis 16 Installation Manual

PVTis16S3IM
November, 2011
Installation
Manual
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PERFECT VOICE TIS16S3 INSTALLATION REFERENCE GUIDE..............1
INTRODUCTION .............................................................................................5
What is Perfect Voice Tis16 Series 3?......................................................................... 5
Configurations..........................................................................................................................................5
Users..............................................................................................................................5
System Codes ............................................................................................................... 6
What Perfect Voice Tis16S3 Can Do For Callers........................................................6
What Perfect Voice Tis16S3 Can Do For Users..........................................................6
INSTALLATION ..............................................................................................7
Installer Requirements.................................................................................................. 7
Required Materials...................................................................................................................................7
Installation Overview .................................................................................................... 7
Step 1: Unpack and Inspect Perfect Voice Tis16S3 ................................................... 7
Battery............................................................................................................................8
Step 2: Install BSIS Card if using SMDI Integration on Strata CIX............................ 8
Step 3: Program Telephone System............................................................................ 8
Programming Toshiba Strata CIX Telephone Systems...........................................................................8
Step 4: Shut Down Telephone System...................................................................... 11
Step 5: Install Perfect Voice Tis16S3......................................................................... 12
1. Locate available slot for Tis16S3......................................................................................................12
2. Install Perfect Voice Tis16S3 according to the following steps. ........................................................ 12
Step 6: Restart CIX and Verify Perfect Voice Tis16S3 Is Functioning Properly..... 12
Step 7: Configuring the System................................................................................. 13
A. Set the System Date & System Time..................................................................... 14
B. Selecting the Telephone System Type ................................................................. 15
Selecting the Telephone System Type Using the Telephone................................................................15
C. Selecting a Pre-configured Dialplan ..................................................................... 16
D. Record System Greetings and Whattodos........................................................... 17
System Greeting Scripts........................................................................................................................18
Pre-Defined Users For Greetings and Whattodos.................................................................................18
Recording System Greetings.................................................................................................................19
Manually Select the Open or Closed Mode...........................................................................................20
E. Setting the Business Hours................................................................................... 21
To set the business hours:.....................................................................................................................22
F. Setting Up Single Digit Users ................................................................................ 23
Setting Up Transfer-Only Single Digit Users .........................................................................................23
Setting Up Single Digit Audiotext Users ................................................................................................24
G. Changing the Default Operator ............................................................................. 26
Programming the Default Operator’s Extension....................................................................................26
H. Configure Auto-Transfer to Fax Extension .......................................................... 27
I. Configure Auto-Transfer to TDD Equipment ......................................................... 28
J. Configuring the System for SMDI.......................................................................... 29
K. Pager Notification................................................................................................... 30
Notification Cycle...................................................................................................................................31
L. Directory Assistance .............................................................................................. 32
Search Directory Assistance by First or Last Name..............................................................................32
Set up Users for Directory Assistance...................................................................................................33
Additional fields related to Directory Assistance....................................................................................34
TRAINING .....................................................................................................35
Console Operator Training......................................................................................... 35
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System Administrator Training.................................................................................. 35
User Training............................................................................................................... 36
FINAL CUTOVER..........................................................................................36
TROUBLESHOOTING ..................................................................................37
SYSTEM ADMINISTRATION........................................................................39
Before You Begin........................................................................................................ 39
Basic System Maintenance........................................................................................ 39
Questions and Answers ............................................................................................. 39
User Training............................................................................................................... 39
Problem Reporting......................................................................................................40
SYSTEM ADMINISTRATOR MENU .............................................................41
To Access the System Administrator Menu ............................................................. 41
USERS ON THE PERFECT VOICE TIS16S3...............................................42
Normal Users............................................................................................................... 42
Outside Users.............................................................................................................. 42
Standard Audiotext Users .......................................................................................... 42
Single Digit Audiotext and Transfer-Only Users ...................................................... 43
Operator.......................................................................................................................43
Auto-Detect Users.......................................................................................................43
Public Distribution Lists............................................................................................. 43
ACTIVATING PAGER NOTIFICATION.........................................................44
Notification Cycle........................................................................................................ 45
RECORDING SYSTEM GREETINGS AND WHATTODOS..........................46
System Greetings........................................................................................................ 46
System Greeting Scripts............................................................................................. 47
Pre-Defined Users For Greetings and Whattodos.................................................... 47
Recording System Greetings..................................................................................... 48
Holiday and Temporary Greetings and Whattodos.................................................. 49
Holiday Greeting and Whattodo.............................................................................................................49
Temporary Greeting and Whattodo.......................................................................................................49
Recording Greetings and Whattodos.....................................................................................................49
Manually Select the Open or Closed Mode............................................................... 50
Single Digit Audiotext Messages............................................................................... 51
Audiotext Scripts......................................................................................................... 51
Recording Audiotext Scripts...................................................................................... 51
CHANGE THE SYSTEM DATE AND TIME..................................................52
To Change the System Date & System Time:........................................................... 52
USING AND CONFIGURING THE DEFAULT OPERATOR.........................53
Programming the Default Operator’s Extension ...................................................... 53
Recording a Personal Greeting for the Default User’s Mailbox .............................. 54
Enabling / De-Activating Operator Personal Greeting............................................. 55
Retrieving messages From the Default Operator’s Mailbox.................................... 55
PUBLIC DISTRIBUTION LISTS....................................................................56
Maintaining or Creating New Public Distribution Lists............................................ 56
Recording Public Distribution List Names................................................................ 57
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CHANGING USER PASSWORDS ............................................................... 58
MUSIC ON HOLD AND BACKGROUND MUSIC ........................................ 59
Hardware Requirements ............................................................................................. 59
Enable Music on Hold/Background Music ................................................................ 59
Disable Music on Hold/Background Music ............................................................... 59
Customizing Music on Hold/Background Music ...................................................... 60
Changing the File After the System has Started ...................................................... 60
APPENDIX A: REMOTE DIAGNOSTICS/ADMINISTRATION ...................... 1
Network Connection ..................................................................................................... 1
Directions for Use .................................................................................................................................... 1
Using Network Connection for File Transfers .......................................................................................... 2
Connecting via Internal Modem ................................................................................... 3
Accessing SCREENS .............................................................................................................................. 3
Using Klinic .............................................................................................................................................. 4
File Transfers ........................................................................................................................................... 5
Resetting or Initializing the Internal Modem on the Perfect Voice Tis16S3 ............................................. 5
Connecting Locally via Console Port .......................................................................... 6
Accessing SCREENS .............................................................................................................................. 7
System Boot Options ............................................................................................................................... 7
Using Klinic .............................................................................................................................................. 8
File Transfers ........................................................................................................................................... 9
APPENDIX B: CREATE A CUSTOM DIALPLAN ......................................... 1
APPENDIX C: DATABASE WORKSHEETS ................................................. 1
User Lists : Pre-configured Dialplans ......................................................................... 1
Single Digit Worksheet ................................................................................................. 1
Auto-Detect Worksheet ................................................................................................. 1
Public Distribution Lists ............................................................................................... 1
Normal User Worksheet (2-Digit) ................................................................................. 2
Normal User Worksheet (3-Digit) ................................................................................. 3
Outside User Worksheet ............................................................................................... 4
APPENDIX D: INSTALLING HYPERTERMINAL .......................................... 1
Installing Hyperterminal Private Edition 4.0 ............................................................... 1
APPENDIX E: SET UP AND ACTIVATE EMAIL NOTIFICATION ................ 1
1. Run C:\EM-SETUP.BAT and Edit Email.bat to Activate Network Connection ..... 1
2. Edit Socket.cfg file ................................................................................................ ... 1
3. Add Email Address to User Record(s) ................................................................... 3
4. Change Setting for Attaching Voicemail to Email Notification ............................ 3
APPENDIX F: CALL RECORD ..................................................................... 1
Programming and Using Call Record .......................................................................... 1
Station Programming ............................................................................................................................... 1
Programming the live-record beep (if required) ....................................................................................... 1
Using Call Record .................................................................................................................................... 1
APPENDIX G: TERMS .................................................................................. 1
Modes of Operation ....................................................................................................... 1
Users .............................................................................................................................. 2
System Codes ............................................................................................................... 2
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ETL LISTED
CONFORMS TO UL STD. 60950-1
CERTIFIED TO CAN/CSA C22.2 NO. 60950-1
Installation Reference Guide
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Perfect Voice Tis16S3 Installation Reference Guide

A. Hardware Installation
1. Unpack and Inspect the System See page 7
2. Install BSIS for SMDI on CIX (If necessary) See page 8
3. Program Telephone System See page 8
4. Shut Down Telephone System See page 11
5. Install Tis16S3 Card See page 12
6. Restart System and Verify Tis16S3 is Working See page 12
7. Configure the System See page 13
B. Set the Date and Time
1. Press intercom & call the Perfect Voice Tis16S3 system.
2. Log in to User ID 900 (administrator box).
3. Dial 2 to set the current Time.
4. Dial 3 to set the current Date.
B. Select the Telephone System
B. Select the Telephone System/Dialplan
1. Press intercom & call the Perfect Voice Tis16S3 system.
2. Dial 913.
3. Using Table A, select the telephone system option.
4. Enter the appropriate Confirmation Code
NOTE: Telephone system type may be changed at anytime without affecting the User database.
Hardware Installation
. Set the Date and Time
See page 14
See page 15, Table A
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C. Select the Dialplan
B. Select the Telephone System/Dialplan
1. Press intercom and call the Perfect Voice Tis16S3 system.
2. Dial 912
3. Using Table B, select the desired dialplan option.
4. Enter the appropriate Confirmation Code.
NOTE: The dialplan may not be re-configured without performing a new installation.
D. Record System Greetings and Whattodos
Set the Business Hours
1. Press intercom and call the Perfect Voice Tis16S3 system.
2. Log in to User ID 980.
3. Press 5 to record current personal greeting(s).
4. Record greeting(s).
E. Set the Business Hours
Set the Business Hours
1. Press Intercom & call the Perfect Voice Tis16S3 system.
2. Enter 910.
3. Enter 2 for Schedule.
4. Enter the weekday number, (using 1 for Monday, 2 for Tuesday, … or 8 for Weekdays).
5. Enter 1 to change the open time, or 2 to change the close time.
6. Enter the hour to open/close (0 to 23).
7. Enter the minute to open/close (0-59).
8. Press 1 to accept.
9. Press 1 to make changes effective.
See page 16, Table B
See page 17
See page 21
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F. Set Single Digit Options
Set the Business Hours
1. Press intercom and call the Perfect Voice Tis16S3 system.
2. Log into the single digit User ID to change (Users 1 through 6).
3. After Login:
If transfer only: Dial 5. Select 8. Enter the extension number
followed by pound.
If audiotext: Dial 2. Select 5 to record audiotext information.
(To listen to recording, Dial 1)
See page 23
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Introduction

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Introduction

What is Perfect Voice Tis16 Series 3?

Perfect Voice Tis16 Series 3 is an integrated voice messaging and call routing system designed to work with the Toshiba CIX software version 4.1 or higher telephone system(s). Perfect Voice Tis16S3 can perform a number of tasks for callers and Users, which increase their productivity.
Perfect Voice Tis16S3 is packaged entirely on a printed circuit board that resides in the host KSU. The architecture of the system permits Perfect Voice Tis16S3 to be connected directly to the CIX system data bus. This enables Perfect Voice Tis16S3 connectivity without the traditional analog interfaces necessary for other voice processing systems.
System installation and initial configuration involves plugging in Perfect Voice Tis16S3 into an available card slot in the CIX system that is programmed as a BSLU/BSLS card.
NOTE
Perfect Voice Tis16S3 will NOT work on CIX40 or CTX28.
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Configurations

Perfect Voice Tis16S3 is available as a flash-based system with 140 storage hours.

Users

Normal Users Normal Users are those individuals who have a physical extension number on the telephone system that
directly corresponds to their User ID, or mailbox, on the Perfect Voice Tis16S3 system. If the called extension number is busy or does not answer, the caller is prompted to leave a message, enter another extension number or press 0 to reach the operator. The Normal User and Outside Mailbox User IDs may be two, three, or four digit numbers.
Outside Mailbox Users Outside Mailbox Users are those individuals who do not have a physical extension number on the telephone
system but who do have a mailbox on the Perfect Voice Tis16S3 system. When a caller enters an Outside User ID, Perfect Voice Tis16S3 immediately plays the personal greeting for the mailbox and allows the caller to leave a message or dial another extension. The Normal User and Outside Mailbox User IDs may be two, three, or four digit numbers.
Audiotext Mailbox An Audiotext Mailbox is not associated with a specific telephone extension and does not take messages.
Instead, it plays a pre-recorded greeting that provides information to callers. The information could be anything the company would like callers to have but does not necessarily need a person to say. Audiotext boxes are useful in playing information to callers such as the company address, fax number, business hours and general information.
Auto-Detect Users Two Auto-Detect Users are pre-defined (990=fax extension, 991=TDD extension).
Single Digit Users Single Digit Users available are 1, 2, 3, 4, 5, and 6. These Users may also be defined as audiotext boxes
and/or transfer boxes.
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Introduction

System Codes

Pre-Defined System Codes The pre-defined system codes are as follows:
System Access code: 7 Hang-up, or Endcall code: 998 Direct to take a Message: 997 Direct to Personal Greeting: 8 Directory Assistance: 9

What Perfect Voice Tis16S3 Can Do For Callers

Perfect Voice Tis16S3 can perform a number of tasks to enhance your company’s telecommunications environment for callers (A caller is an individual calling your company from an outside line.)
Answer an outside call and transfer the caller to an extension within your company. Answer an outside call and provide information by playing caller-selected pre-recorded messages. Allow a caller to leave a message for a User if the User is not available. After a caller records a message, he or she is presented with options to send the message, review the
message, re-record the message, add to the message, or discard the message. The caller may also mark the message urgent or private. Marking the message urgent places that message before other messages in the destination User’s mailbox. Marking the message private prevents the User from forwarding it to another User.
Allow a caller to select another User, in the event that the originally selected User is not available. If a caller is calling from a rotary dial telephone or does not know how to use the system, Perfect
Voice Tis16S3 can transfer the caller to an operator.
If a caller does not know the extension (User ID) of the person he or she wishes to reach, he or she
may select the directory assistance option (9) and spell the name of the person, instead.
Detect Fax tones and transfer to a fax machine. Detect TTY/TDD tones and transfer to a TTY machine.

What Perfect Voice Tis16S3 Can Do For Users

Perfect Voice Tis16S3 offers a large number of features for Users. (Users are defined on the Perfect Voice Tis16S3 system.)
Allow a User to record a personal greeting that callers hear in the event that the User is not available
to answer their call.
Inform a User that a new message has been left by lighting the message lamp on the User’s
telephone.
Allow a User to listen to messages left by callers or other Users. If a message was not marked private, allow a User to forward it to another User (or group of Users).
The message can be forwarded with or without a prefix recording. The prefix might say something like, “Joann, would you please take care the problem that Mark is describing in the following message.
Allow a User to set up a list of other Users to whom a message can be easily sent or forwarded. If a User does not know the User ID of another User, he or she can select the directory assistance
option (9) and spell the name of the person, instead.
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Installation

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Installation
This section provides the steps to install the Perfect Voice Tis16S3 hardware and configure the system.

Installer Requirements

The installer plays a key role in the successful installation of the voice processing hardware and software. In addition to performing the actual work of installing the product, the installer acts as a liaison between the customer, telecommunications companies, and Teleco Technical Support. An installer is required to have skills and experience in at least the basics of telephony and computer technology, including the following:
Perfect Voice Technical training certification. Training and experience in at least the general concepts of telecommunications. Certified on the Toshiba CIX telephone systems. The ability to properly configure, install and remove circuit boards in a personal computer.

Required Materials

Anti-static wrist strap BSIS card and serial cable (if SMDI is required on CIX telephone system)
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Installation Overview

Step 1: Unpack and Inspect Perfect Voice Tis16S3, page 7 Step 2: Install BSIS Card if using SMDI Integration on Strata CIX, page 8 Step 3: Program Telephone System, page 8 Step 4: Shut Down Telephone System, page 11 Step 5: Install Perfect Voice Tis16S3, page 12 Step 6: Restart CIX and Verify Perfect Voice Tis16S3 Is Functioning Properly, page 12 Step 7: Configuring the System, page 13

Step 1: Unpack and Inspect Perfect Voice Tis16S3

Before unpacking, make certain that none of the shipping containers were damaged during shipment. Do not open any damaged shipping containers. Contact your shipping agent for appropriate claims.
CAUTION
To ensure that the unit is not damaged during installation or maintenance, follow these precautions. Damage may not always be immediately evident (e.g., no physical damage on the outside of the unit) and system failure may result weeks or months later.
Handle Tis16S3 with care. Mechanical shock from dropping, shaking, excessive force when seating
the board into the slot, rocking a connector on or other activities can severely damage the disk assembly or the disk’s printed circuit board.
Wear an anti-static wrist strap. It can also be re-used and left with the telephone system cabinet. An
electrostatic charge from your body can damage the drive or circuitry permanently.
Hold Tis16S3 by the edges. When inserting the card into the cabinet, only press on the card’s
edge. When removing the card from the cabinet, use the attached loop strap. Never touch the board’s surface. Pressure on the printed circuit board or contaminants from your hands (e.g., skin
oil, food particles, hand lotion) can cause component failure.
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Battery
CAUTION – Battery Replacement
The Tis16S3 battery can ONLY be replaced with a 3 volt Lithium coin battery, number CR2032. There is a risk of explosion if the incorrect battery is used. Dispose of used battery according to the battery manufacturer’s instructions.

Step 2: Install BSIS Card if using SMDI Integration on Strata CIX

Note
A BSIS card must be installed in the Strata CIX if using SMDI Integration.
Install and program serial card BSIS in the Strata CIX. The serial cable will be used to connect the BSIS card to the Pinnacle Tis16S3.

Step 3: Program Telephone System

The telephone system programming should be completed in two stages. In the first stage, the extensions for the Perfect Voice Tis16S3 are programmed. The second stage of changes is not performed until the Perfect Voice Tis16S3 has been fully programmed and all training is complete. This stage, often referred to as the cutover, is where you actually route and forward calls to the Perfect Voice Tis16S3.

Programming Toshiba Strata CIX Telephone Systems

Part I – Station Programming (Programs 200, 209, 218)
Part II (a) – System Programming for IBS (Programs 579, 580)
Part II (b) – System Programming for SMDI (Programs 579, 580, 804, 803)
Part I – Station Programming (Programs 200, 209, 218)
Program 200: Station Data Assignment
02 Station Type SLT DKT 03 Circuit Type Voice mail Extension 15 Display DN 19 VMID Code 22 MW to VM Port
23 Mailbox Selection
Setting for Voice Mail Ports1
Enter Pilot DN for the VM Hunt Group Leave this field Blank; do not enter anything! Set to match station Prime DN Leave this field Blank; do not enter anything! Enter Pilot DN for the VM Hunt Group
Select between Auto Input and Manual Input for Voice Mail Call record.
2
Set to match station Prime DN
Setting for Station Ports
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Program 209: Hunt Groups
Create a hunt group that includes all voice mail ports (see Note 6 on Program 579:02 for IBS Programming)
01 Hunt Method
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02 Pilot Number 04 Number to Display 07 DHG Auto Camp-on
Enter the Pilot DN for the Voice Mail Hunt Group Enter the Pilot DN for the Voice Mail Hunt Group Enable
2
2
Program 218: Station Hunt Assignments
Add all Voice Mail Stations created in Program 200 to the Hunt Group created in Program 209
1. If the VM uses a Dedicated Notify Port (e.g. Port number 8 on a Four Port CDK does the notification), then you must include that port in this program.
2. Programs 200:15 (for voice mail ports), 200:22 (for station ports), 209:02, 209:04, 579:10, and 579:16 should all use the same Pilot Number.
Part II (a) – System Programming for In-band Signaling (Programs 579, 580)
Program 579: System Voice Mail Data
Perfect Communicator Tis16S3
01 DID/DNIS VMID Option
02 Cancellation Method for MW
07 Auto Cancel of VM and MW
10 Central VM Callback 11 CF – All Call Record 12 CF – Busy Record 13 CF – No Answer Record 14 Direct Call to VM 15 Retrieve Messages 16 Transfer Direct to VM DN
DN VMID
Access Code Cancel
Enable Leave Blank!
Enter 8 Enter 8 Enter 8 Enter Enter Enter Pilot DN
(See note 3)
(See note 3)
(See note 3)
(See note 4)
7
(See note 4)
7
1
6
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Program 580: Voice Mail Port Data
01 Control Method 02 Send A/D Tone 03 Send B Tone 04 End-to-End
07 VM to VM Call Blocking
Select In-band Enable B Tone and Extension Number Enable
Blocking
to set this to Non Blocking.)
(If you experience problems with integration on Busy and DND calls, you may need
1. Programs 200:15 (for voice mail ports), 200:22 (for station ports), 209:02, 209:04, 579:10, and 579:16 should all use the
same Pilot Number.
2. The number the Voice Mail looks for can be changed in IBS Settings in the Admin program.
3. The number the Voice Mail looks for can be changed in Screens (System » Integration)
4. The number the Voice Mail looks for can be changed in Screens (Receptionist » Instance Setup » System Access Code)
5. Integration can be whatever you want; the “standard” is to use 7E in parameter #185, and 8E in parameters #186 and
#188.
6. If using a Dedicated Notify Port that is not part of the VM Hunt Group (program 209 and 218) then set to Auto and Access Code Cancel. If you do not want to have the MWI automatically extinguished on access and you are having
problems with the MWI, then include the Dedicated Notify Port in the VM Hunt Group and set call blocking on for that station port.
Part II (b) – System Programming for SMDI (Programs 579, 580, 804, 803)
Note
The slot occupied by PV Tis16 Series3 should be programmed as a BSLU/BSLS card.
Program 579: System Voice Mail Data
01 DID/DNIS VMID Option 02 Cancellation Method for VM MW 03 Message Desk Number 04 Output of CLASS/ANI and DNIS 05 Calling Number Digits Sent to VM 07 Auto Cancel of VM and MW 09 LCD Control of Voice Mail
10 Central VM Callback
16 Transfer Direct to VM DN
17 Length of VM ID
DN VMID Auto and Access Code Cancel Enable Enable Enable Enable Enable
Enter Pilot DN
(Programs 200:15 (for voice mail ports), 200:22 (for station ports), 209:02, 209:04,
579:10, and 579:16 should all use the same Pilot Number.)
Enter Pilot DN
Programs 200:15 (for voice mail ports), 200:22 (for station ports), 209:02, 209:04,
(
579:10, and 579:16 should all use the same Pilot Number.)
10
(Must be enabled to allow CTX Call Record feature)
Program 580: Voice Mail Port Data
01 Control Method 02 Send A/D Tone 04 End-to-End
07 VM to VM Call Blocking
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Select SMDI Enable Enable
Blocking
(If you experience problems with integration on Busy and DND calls, you may need to set this to Non Blocking.)
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Program 804: Voice Mail Port Data
00 BSIS Port Number
Installation
Select port you want to use for SMDI (1~4), use this in Program 803:02
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01 Port Speed 02 Port Parity 03 Data Bits 04 Flow Control 05 Wait Timer
Program 803: SMDI Port Assignments
00 Logical Device Number 01 Device Connection 02 Device Port Number
1200 Even 7 Bits None 1
Select 300 SMDI #0 RS232 Select the Port configured in Program 804:00

Step 4: Shut Down Telephone System

Turn off the main power switch to the Strata CIX telephone system.
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Step 5: Install Perfect Voice Tis16S3

1. Locate available slot for Tis16S3.

If there is not an available slot for Tis16S3, stop here. If a T1, DID or TIE line card needs to be relocated to make room for Tis16S3, do so now. Make sure the necessary programming changes are made to account for this move.

2. Install Perfect Voice Tis16S3 according to the following steps.

NOTE
Allow Tis16S3 to sit at room temperature for at least 3 hours before applying any power. Shipping can expose Tis16S3 to tem perature extremes. Let Tis16S3 adjust to room temperature to avoid any possible damage from condensation, etc. Ensure that the battery is secure before installation.
CAUTION – Battery Replacement
The Tis16S3 battery can ONLY be replaced with a 3 volt Lithium coin battery, number CR2032. There is a risk of explosion if the incorrect battery is used. Dispose of used battery according to the battery manufacturer’s instructions.
Remove Tis16S3 from its protective package. Remember to handle the Tis16S3 card with care.
Wear an anti-static wrist strap and hold the card by its edges.
Insert the Tis16S3 PCB into the appropriate slot and apply firm, even pressure to ensure proper
connection. CAUTION: Do not insert the board too slowly and make sure the board is pushed all the way in or the key system may behave in an unexpected manner. In most cases, however, this behavior will correct itself within a couple of minutes.
After installing, gently pull the card outward. You should feel a slight resistance. If you don't feel
the resistance, apply pressure again.

Step 6: Restart CIX and Verify Perfect Voice Tis16S3 Is Functioning Properly

Each Tis16S3 has been preprogrammed at the factory for out-of-box operation on the telephone system. This includes the integration and configuration parameters, and company greeting and instructions.
Turn on the main power switch to the CIX system. Let it proceed without any action from you. The
Power LED should turn green when the system is operational.
Dial the extension number for each port. Tis16S3 should (for each port) answer and play the default
company greeting (“Thank you for calling…”).
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Step 7: Configuring the System

The following steps may be performed over the telephone. For more information on configuring the system with the SCREENS interface, refer to the Perfect Voice Professional Installation & Maintenance Manual.
To configure Perfect Voice Tis16S3, you must complete the following steps:
A. Set the System Date and System Time, page B. Select the Telephone System, page C. Select the Dialplan, page D. Record the system greetings and whattodos, page E. Set Business Hours, page F. Set Single Digit Options, page Perform Training, page
The following steps are optional (depending on system features and preferences)
G. Changing the Default Operator, page H. Configure Auto-Transfer to Fax Extension, page I. Configure Auto-Transfer to TDD Equipment, page J. Configuring the System for SMDI, page K. Pager Notification, page
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A. Set the System Date & System Time

The system date and time must be set for the system to operate properly. If the system date and time is not set or the system has been reset, the following message plays: “The current system date is invalid.”
Perform the following steps to set the system date and time.
Press Intercom and call the Perfect Voice
Tis16S3 system.
Enter System Access Code: 7
Thank you for calling. If you have a touch-tone phone . . .
Enter User ID: 900
Enter the Password for User 900.*
Press 1 to review the current date and time.
System Administrator Menu:
For the Current Date and Time, press 1. To Change the System Time, press 2 ….
If satisfied
with the Date
and Time, press 0 to
return to the
Whattodo.
Press 2 to
change the
current Time.
Press 3 to
change the
current Date.
*For security reasons, it is important that you change the password. You may change the password in User Setup.
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Enter the new
Time.
24-hour format
When satisfied with the Time and Date, press 0 to
return to the Whattodo.
Enter the new
Date.
YYMMDD
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B. Selecting the Telephone System Type

NOTE
The Perfect Voice Tis16S3 is designed to work only with Toshiba Strata CIX software version 4.1 or higher telephone systems.
Selecting the Telephone System Type Using the Telephone
The first time you turn on the system, you will need to set the correct telephone system type for this installation. Refer to Table A for the list of telephone system types and appropriate options that may be selected.
Table A
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Option
Number
Confirmation
Code
Telephone System Description Message
2 9024 Toshiba CIX 100, 670
(Release 4.1)
3 9424 Toshiba CIX 100, 670
(Release 4.1)
Press Intercom and call the Tis16S3 system.
(NOTE: If the telephone system has been programmed, you may need
to press ** to cancel auto-login before dialing 913.)
Dial 913
Enter the appropriate telephone system Option Number from Table A.
Enter the appropriate Confirmation Code from Table A. Press # when
finished.
“Please wait.” (Then you hear several tones)
Hang up and wait for the system to reboot.*
Light On
Code
#63 +
extension
SMDI
(Rel. 3.X or
greater)
Message
Integration
Light Off
Code
#64 +
DTMF
extension
SMDI
(Rel. 3.X or
greater)
Thank you for calling. If you have a touch-tone phone . . .
*WARNING: Perfect Voice Tis16S3 reboots immediately after the telephone system is selected. Allow several minutes for before moving on to dialplan configuration.
SMDI
(Rel. 3.X or
greater)
the system to boot
type
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C. Selecting a Pre-configured Dialplan

It is important to pay close attention when selecting a dialplan. Be absolutely certain of the dialplan you want before you begin this step. It is strongly recommended to use the 2 digit or 3 digit pre-configured dialplans on all Toshiba telephone systems as they have been tailored for these systems. Table B illustrates the dialplans available. You may select a pre-configured dialplan via the telephone, Admin Graphical Manager, or SCREENS interface. If you wish to create a custom dialplan or add to the current dialplan, refer to “Appendix B: Create a Custom Dial Plan”.
NOTE: Once you have selected a pre-configured dialplan, it is not possible to select a different pre­configured dialplan without accessing the User Directory in the SCREENS interface and pressing F7 to delete the range of Users that have already been created. All local configuration information, personal greetings, names, and messages will be lost. Single Digit Users may be configured as audiotext or additional Audiotext Users may be added using Appendix C.
Table B
Option
Number
1 1001 2 – digi 2 2002 3 – digi 3 3003 3 – digi 4 4004 3 – digi 6 6006 2 – digit with SMDI 10 – 59 600 – 649 7 7007 3 – digit with SMDI 100 –199 600 – 649 8 8008 3 – digit with SMDI 200 - 299 600 – 649 9 9009 3 – digit with SMDI 300 - 399 600 – 649
Confirmation
Code
(NOTE: If the telephone system has been programmed,
press ** to cancel auto-login before dialing 912.)
Enter the pre-configured dialplan Option Number from
Enter the appropriate confirmation code from Table B.
Dialplan Description Normal Users Outside Users
10-59 600 – 649 100-199 600 – 649 200-299 600 – 649 300-399 600 – 649
Press Intercom and call Tis16S3.
Dial 912
Table B.
Press # when finished.
“Please wait.” (Then you hear several tones)
NOTE:
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Changes will not become active until the next call into the system. Please hang up and call back
into the system to verify changes.
You are placed at the main greeting. Hang up.
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D. Record System Greetings and Whattodos

Customized greeting and whattodo for open and closed mode operation should be recorded during the installation process.*
The first prompt a caller hears when reaching the Perfect Voice Tis16S3 is the greeting. The open greeting is recorded in the personal greeting number 1 of User 980. The closed greeting is recorded in the personal greeting number 3 of User 980. This prompt is heard only once during a call. The greeting should welcome the caller and, like a human operator, confirm that the caller has reached the correct number.
“Thank you for calling ABC Company.” The greeting should also contain any additional information the caller should hear only once. “Thank you for calling ABC Company. Our office is currently closed.” Immediately following the greeting, Perfect Voice Tis16S3 plays the whattodo. The open whattodo is
recorded in the personal greeting number 2 for User 980. The closed whattodo is recorded in the personal greeting number 4 of User 980. The whattodo informs the caller “what-to-do”, or gives the caller options.
“If you know the extension number of the person you wish to reach, please enter it
now. For directory assistance, press 9 or hold for assistance.”
If single digit options are used, they should be included as part of the whattodo. There are several states during the duration of a call in which the caller is brought back to the whattodo.
After leaving a message
After entering an invalid selection or extension number
After pressing 0 to exit from User mode
After listening to an audiotext message
When writing the script for the whattodo, three things should be kept in mind:
1. The whattodo is played immediately after the greeting, so the transition between the greeting and
whattodo should flow smoothly.
2. Callers may eventually come back to the whattodo, so the whattodo must make sense without being
prefaced by the greeting.
3. It is tempting to offer the caller as many options as possible. However, most callers only want one
thing. That is to talk to someone. Give the caller no more than three or four options in the whattodo.
Refer to the System Greeting Scripts worksheet to record the greeting and whattodo for both open and closed modes. All recordings should be made from a quiet environment.
*If you are familiar with how Perfect Voice Tis16S3 greetings work, you may skip to “Recording System Greetings” on page
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System Greeting Scripts
Description Written Script
Open greeting (980­Greeting 1)
Open whattodo
(980­Greeting 2)
Closed greeting
(980­Greeting 3)
Closed whattodo
(980­Greeting 4)
Pre-Defined Users For Greetings and Whattodos
All greetings and whattodos (daytime, nighttime, and emergency/temporary) are recorded from one User ID – User ID 980. The greetings and whattodos are recorded as individual greetings (UV1-UV4 and UV7­UV8) for this User.
Greeting 1 (UV1): Daytime Greeting Greeting 2 (UV2): Daytime Whattodo Greeting 3 (UV3): Nighttime Greeting Greeting 4 (UV4): Nighttime Whattodo Greeting 5 (UV5): Holiday Greeting Greeting 6 (UV6): Holiday Whattodo Greeting 7 (UV7): Emergency Greeting Greeting 8 (UV8): Emergency Whattodo
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Recording System Greetings
The process of recording of the greeting and whattodo for open, closed, or holiday mode is the same as recording a personal greeting in a mailbox, only the User ID and password are different. All greeting and whattodo messages (daytime, nighttime, and emergency) for the main company may be recorded in User ID
980. Follow this procedure to record the greetings.
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Press Intercom and call Tis16S3.
Enter System Access Code: 7
Enter the password for User ID 980.
Enter User ID: 980
Scroll (by pressing 4 to the greeting number you wish to
record and press
Greeting 1: Daytime Greeting Greeting 2: Daytime Whattodo Greeting 3: Nighttime Greeting Greeting 4: Nighttime Whattodo Greeting 5: Holiday Greeting Greeting 6: Holiday Whattodo **Greeting 7: Emergency Greeting **Greeting 8: Emergency Whattodo
5 to record.
Thank you for calling. If you have a touch-tone phone . . . NOTE: If the telephone system has been programmed, you need to press ** to cancel auto­login before
Call Management Menu
To play current personal greeting, press 1 …
dialing 7.
may
Record desired personal greeting (1, 2, 3, 4, 7, or 8).
Press 1 to review the recording.
If you are not satisfied with
the recording, press 5 to
record it again.
If you are satisfied with the
recording, press 0 to
return to the whattodo.
NOTE: To activate a new open greeting and whattodo or holiday greeting, see “Manually selecting Open and Closed mode”.
**Greetings 7 and 8 will immediately override the current greeting until the next change from day or night. This change may be done manually or scheduled.
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Manually Select the Open or Closed Mode
Once the greeting and whattodo for open and closed mode have been recorded, the new recordings may be activated immediately using the following procedure for manually selecting open or closed mode. Otherwise, the new recordings will play at their regularly scheduled time.
Press Intercom and call the Perfect
Voice Tis16S3 system.
Enter 910
Thank you for calling. If you have a touch-tone phone . . . NOTE: If the telephone system has been programmed, you to press ** to cancel auto-login before dialin
910.
may need
Press 1 for Open or Closed mode.
To place in open mode, press 1,
To place in closed mode, press 2,
To place in holiday mode, press 3,
To place in workday mode, press 4.
If not correct, press 2.
To place the system in open mode, press 1. To place the system in closed mode, press 2. . .
You have selected … If this is correct, press 1. If this is not correct
If correct, press 1. To cancel, press *.
Please wait while your changes are processed.
ress 2.
Beeps….. No Changes
Beeps….. Changes are
complete.
NOTE: Changes will not become active until the next call into the system. Please hang up and call back
into the system to verify changes.
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E. Setting the Business Hours

Perfect Voice Tis16S3 automatically schedules events to run on specific days of the week at specific times. You may activate an event which places the system in open mode during normal hours of operation (plays the open greeting and whattodo) and another event which places the system in closed mode for after hours operation (plays the closed greeting and whattodo). Refer to the worksheet below while activating open and closed modes.
NOTE: If you plan to use the same greeting/whattodo 24 hours a day, no adjustments should be made to the scheduler.
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Day Open time for open greeting to
play
1 Monday 2 Tuesday 3 Wednesday 4 Thursday 5 Friday 6 Saturday 7 Sunday 8 Weekdays -
Mon-Fri
Closed time for closed greeting to play
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To set the business hours:
Press Intercom and call the Perfect
Voice Tis16S3 system.
Enter 910
Thank you for calling. If you have a touch-tone phone . . . NOTE: If the telephone system has been programmed, you to press ** to cancel auto-login before dialin
910.
may need
Press 2 for Schedule.
Enter the appropriate day number, using
1 for Monday, 2 for Tuesday, etc. or
8 for Weekdays
To change the open time, press 1,
or
To change the close time, press 2
Enter the hour from 0 to 23.
Enter the minute from 0 to 59.
.
Enter the weekday number you wish to modify…
Please enter the hour to open/close.
Please enter the minute to open/close.
The event change you have requested is … If this is correct, press 1. If this is not correct, press 2. To cancel, press the star key.
To make additional
changes to this
event, press 2
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To accept the event change, press 1.
To make these
changes effective,
.
press 1
You will hear beeps
then “Done”.
.
To make these changes effective, press 1. To add more changes, press 2. To cancel all changes
ress the star key.
To cancel all
changes, press *
You are placed at
the whattodo.
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F. Setting Up Single Digit Users

Single Digit User IDs 1 through 6 may be set up to transfer callers to another extension (Transfer-Only) or play an audiotext message to callers (Audiotext). A Single Digit User ID may be set up to both transfer to an extension and play audiotext. However, only one of these functions will be active at a time, depending on the call blocking status of the User ID (See “Single Digit Departmental Login”).
Setting Up Transfer-Only Single Digit Users
Follow these steps to set up Transfer-Only Single Digit Users.
*For security reasons, it is important to change the password. You may change the password in User Setup. **HINT: To remove the extension number, repeat the above steps. When prompted to enter the extension
number, simply press pound without entering an extension.
NOTE: When you enter an extension number for a Transfer-Only Single Digit User, you automatically de­activate Call Blocking.
Press intercom and call the Perfect Voice
Tis16S3 system.
Enter System Access Code: 7
Enter Single Digit User ID (1-6).
Enter Password for Single Digit User ID.*
Press 5 for User Setup.
Press 8 to Change Extension Number.
Enter the Extension Number.** Press #
When Finished.
Press 0 to return to the whattodo.
Thank you for calling. If you have a touch-tone phone . . . NOTE: If the telephone system has been programmed, you to press ** to cancel auto-login before dialin
7.
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Setting Up Single Digit Audiotext Users
Follow these steps to set up Single Digit Audiotext Users.
NOTE: If you have entered an extension number in User Setup for a Single Digit Audiotext User, the call blocking feature is activated. You may now toggle this Single Digit User between Audiotext and Transfer Only. If you have no plans of transferring with this User ID and you do not want to hear the call blocking option, remove the extension. (See “Setting Up Transfer Only Single Digit Users”.)
*For security reasons, it is important to change the password. You may change the password in User Setup.
Press intercom and call the Perfect Voice
Tis16S3 system.
Enter System Access Code: 7
Enter Single Digit User ID (1-6).
Enter Password for Single Digit User ID.*
Press 2 for Call Management.
Press 5 to Record Audiotext Message.
Record Audiotext Message.
Press # When Finished.
Press 1 to Listen to the Audiotext
Press 0 to return to the whattodo.
Message.
Thank you for calling. If you have a touch-tone phone . . . NOTE: If the telephone system has been programmed, you to press ** to cancel auto-login before dialin
7.
may need
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