Toshiba IVP8 User Manual

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Page 1

Installation Guide

Stratagy IVP8

Page 2

Stratagy IVP8 General End User Information

The Stratagy IVP8 Voice Processing Systems are regist ered in accordance wi th the provisions of Part 68 of the Federal Communications Commission’s Rules and Regulations.

FCC Requirements

Means of Connection: The Federal Communications Commissio n (FCC) has e stab lished r ules whi ch permi t the S tratagy syst ems to be c onnect ed

directly to the telephone network. Connection points are provided by the telephone company—connections for this type of customer-provi ded equipment will not be provided on coin lines. Connections to party lines are subject to state tariffs.

Incidence of Harm: If the system is malfunctioning, it may also be disrupting the telephone network. The system should be disconnected until the

problem can be determined and repaired. If this is not done, the telephone company may temporarily disconnect service. If possible, they will notify you in advance, but, if advance notice is not practical, you will be notified as soon as possible. You will be informed of your right to file a complain t with the FCC.

Service or Repair: For service or repair, contact your local Toshiba telecommunications distributor. To obtain the nearest Toshiba telecommunication s distributor in your ar ea, log onto www.Toshiba.com/TAISTSD/Locator.htm or call (800) 222-5805 and ask for a Toshiba Telecom Dealer.

Telephone Network Compatibility: The telephone company may make changes in its facilities, equipment, operations, and procedures. If such

changes affect the compatibility or use of the Stra ta gy system, the telephone company will notif y you in advance to give yo u an opportunity to maintain uninterrupted service.

Notification of Telephone Company: Before connecting a Stratagy system to the teleph one network, the telephone company may re quest the

following:

1. Your telephone numbe r.

2. FCC: Tested to comply with FCC standards.

3. Ringer equivalence number: 1.1B. The ringer equivalence number (REN) is useful to determine the quantity of devices which you may connect to your telephone line and still have all of those devices ring when your number is called. In most areas, but not all, the sum of the RENs of all devices connected to one line should not exceed five (5.0B). To be certain of the number of devices you may connect to your line, as determined by the REN, you should contact your local telephone company to as certain the maximum R EN for your calling area.

4. Network connection information Univer sal Service Order Code (USOC) jack required: RJ11C, RJ21X .

5. Facility Interface Code (FIC): 02LS2

6. Service Order Code (SOC): 9.0F

Radio Frequency Interference

Warning Thi s equipment generates, uses, and can radiat e radio frequency energy and if not installed and used in accordance w ith the

manufacturer’s instruction manual, may cause interference to radio communications. It has been tested and found to comply with the limits for a Class A computing device pursuant to Subpa rt J of Part 15 of FCC Rules, which are designed to provide reasonable protection against such interference when operated in a commercial environment. Operation of this equipment in a residential area is likely to cause interference, in which case, the user, at his/her own expense, will be requi red to take whatever measures may be require d to cor rect the interference.

This system is listed with Underwriters Laboratory.

Important Notice — Busy-hold Music

In accordance wi th U.S. Copyright Law, a license may be required from the American So ci et y of Composers, Authors and Publishers, or other similar organization, if radio or TV broadcasts are transmitted through the Busy-hold Music feature of this voice processing system. Toshiba America Information Systems, Inc., hereby disclaims any liability arising out of the failure to obtain such a license.

Publication Information

Toshiba America Information Systems, Inc., Telecommunication Systems Division, reserves the right, without prior notice, to revise this infor ma tion publication for any reason, including, but not limited to, utilizati on of new advances in the state of technical arts or to simply change the design of this document.

Further, Toshiba America Informat ion Systems, Inc., Telecommuni cation Systems Division, also reserv es the right, without prior notice, to make such changes in equipment design or components as engineering or manufacturing methods may warrant.

STG-IG-IVP08-VA 4017008

Version A, Januar y 2002

T oshiba America Information Systems, Inc. Telecommunication Systems Division

All rights reserved. No part of this manual, covered by the copyrights hereon, may be reproduced in any form or by any means—graphic, electronic, or mechanical, including recording, taping, photocopying, or information retrieval systems—without express writte n pe r mission of the publisher of this mater ia l.

Strata is registered trademark of Toshiba Corporation. Stratagy is a registered trademark of Toshiba America Information Systems, Inc. Trademarks, registered trademarks, and service marks are the property of their

respective owners.

Page 3

TOSHIBA AMERICA INFORMATION SYSTEMS, INC. (“TAIS”)

Telecommunication Systems Division License Agreement

IMPORTANT: THIS LICENSE AGREEMENT (“AGREEMENT”) IS A LEGAL AGREEMENT BETWEEN YOU (“YOU”) AND TAIS. CAREFULLY READ THIS LICENSE AGREEMENT. USE OF ANY SOFTWARE OR ANY RELATED INFORMATION (COLLECTIVELY, “SOFTWARE”) INSTALLED ON OR SHIPPED WITH A TAIS TELECOMMUNICATION SYSTEM PRODUCT OR OTHERWISE MADE

VAILABLE TO YOU BY TAIS IN WHATEVER FORM OR MEDIA, WILL CONSTITUTE YOUR ACCEPTANCE OF THESE TERMS, UNLESS SEPARATE TERMS ARE PROVIDED BY THE SOFTWARE SUPPLIER. IF YOU DO NOT AGREE WITH THE TERMS OF THIS LICENSE AGREEMENT, DO NOT INSTALL, COPY OR USE THE SOFTWARE AND PROMPTLY RETURN IT TO THE LOCATION FROM WHICH YOU OBTAINED IT IN ACCORDANCE WITH APPLICABLE RETURN POLICIES. EXCEPT AS OTHERWISE AUTHORIZED IN WRITING BY TAIS, THIS SOFTWARE IS LICENSED FOR DISTRIBUTION ONLY TO END-USERS PURSUANT TO THIS LICENSE AGREEMENT.

1. License Grant. The Software is not sold; it is licensed upon payment of applicable charges. TAIS grants to you a personal, non-transferable and non-exclusive right to use the copy of the Software provided under this License Agreement. You agree you will not copy the Software except as necessary to use it on one TAIS system at a time at one location. Modifying, translating, renting, copying, distributing, transferring or assigning all or part of the Software, or any rights granted hereunder, to any other persons and removing any proprietary notices, labels or marks from the Software is strictly prohibited; You agree violation of such restrictions will cause irreparable harm to TAIS and provide grounds for injunctive relief, without notice, against You or any other person in possession of the Software.

ou and any other person whose possession of the software violates this License Agreement shall promptly surrender possession of the Software to TAIS, upon demand. Furthermore, you hereby agree not to create derivative works based on the Software. TAIS reserves the right to terminate this license and to immediately repossess the software in the event that You or any other person violates this License

greement.

2. Intellectual Property. You acknowledge that no title to the intellectual property in the Software is transferred to you. You further acknowledge that title and full ownership rights to the Software will remain the exclusive property of TAIS and/or its suppliers, and you will not acquire any rights to the Software, except the license expressly set forth above. You will not remove or change any proprietary notices contained in or on the Software. The Software is protected under US patent, copyright, trade secret, and/or other proprietary laws, as well as international treaties. Any transfer, use, or copying of the software in violation of the License Agreement constitutes copyright infringement. You are hereby on notice that any transfer, use, or copying of the Software in violation of this License Agreement constitutes a willful infringement of copyright.

3. No Reverse Engineering. You agree that you will not attempt, and if you employ employees or engage contractors, you will use your best efforts to prevent your employees and contractors from attempting to reverse compile, reverse engineer, modify, translate or disassemble the Software in whole or in part. Any failure to comply with the above or any other terms and conditions contained herein will result in the automatic termination of this license and the reversion of the rights granted hereunder back to TAIS.

4. Limited Warranty. THE SOFTWARE IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, TAIS AND ITS SUPPLIERS DISCLAIM ALL WARRANTIES WITH REGARD TO THE SOFTWARE, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE WARRANTY OF NON-INFRINGEMENT OF THIRD PARTY RIGHTS, THE WARRANTY OF YEAR 2000 COMPLIANCE, AND THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE IS WITH YOU. NEITHER TAIS NOR ITS SUPPLIERS WARRANT THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE WILL MEET

OUR REQUIREMENTS OR THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR-FREE. HOWEVER, TAIS WARRANTS THAT ANY MEDIA ON WHICH THE SOFTWARE IS FURNISHED IS FREE FROM DEFECTS IN MATERIAL AND WORKMANSHIP UNDER NORMAL USE FOR A PERIOD OF NINETY (90) DAYS FROM THE DATE OF DELIVERY TO YOU.

5. Limitation Of Liability. TAIS’ ENTIRE LIABILITY AND YOUR SOLE AND EXCLUSIVE REMEDY UNDER THIS LICENSE AGREEMENT SHALL BE AT TAIS’ OPTION REPLACEMENT OF THE MEDIA OR REFUND OF THE PRICE PAID. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL TAIS OR ITS SUPPLIERS BE LIABLE TO YOU FOR ANY CONSEQUENTIAL, SPECIAL, INCIDENTAL OR INDIRECT DAMAGES FOR PERSONAL INJURY, LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION/DATA, OR ANY OTHER PECUNIARY LOSS OF ANY KIND ARISING OUT OF THE USE OR INABILITY TO USE THE SOFTWARE, EVEN IF TAIS OR ITS SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT SHALL TAIS OR ITS SUPPLIERS BE LIABLE FOR ANY CLAIM BY A THIRD PARTY.

6. State/Jurisdiction Laws. SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY MAY LAST, OR THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO SUCH LIMITATIONS OR EXCLUSIONS MAY NOT APPLY TO YOU. THIS LIMITED WARRANTY GIVES YOU SPECIFIC RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE/JURISDICTION TO STATE/JURISDICTION.

7. Export Laws. This License Agreement involves products and/or technical data that may be controlled under the United States Export Administration Regulations and may be subject to the approval of the United States Department of Commerce prior to export. Any export, directly or indirectly, in contravention of the United States Export Administration Regulations, or any other applicable law, regulation or order, is prohibited.

8. Governing Law. This License Agreement will be governed by the laws of the State of California, United States of America, excluding its conflict of law provisions.

9. United States Government Restricted Rights. The Software is provided with Restricted Rights. Use, duplication, or disclosure by the United States Government, its agencies and/or instrumentalities is subject to restrictions as set forth in subparagraph (c)(1)(ii) of The Rights in Technical Data and Computer Software Clause at DFARS 252.227-7013 (October 1988) or subparagraphs (c)(1) and (2) of the Commercial Computer Software - Restricted Rights at 48 CFR 52.227-19, as applicable.

10. Severability. If any provision of this License Agreement shall be held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions hereof shall not in any way be affected or impaired.

11. No Waiver. No waiver of any breach of any provision of this License Agreement shall constitute a waiver of any prior, concurrent or subsequent breach of the same or any other provisions hereof, and no

aiver shall be effective unless made in writing and signed by an authorized representative of the waiving party.

OU ACKNOWLEDGE THAT YOU HAVE READ THIS LICENSE AGREEMENT AND THAT YOU UNDERSTAND ITS PROVISIONS. YOU AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS. YOU FURTHER AGREE THAT THIS LICENSE AGREEMENT CONTAINS THE COMPLETE AND EXCLUSIVE AGREEMENT BETWEEN YOU AND TAIS AND SUPERSEDES ANY PROPOSAL OR PRIOR

GREEMENT, ORAL OR WRITTEN, OR ANY OTHER COMMUNICATION RELATING TO THE SUBJECT MATTER OF THIS LICENSE AGREEMENT.

Toshiba America Information Systems, Inc. Telecommunication Systems Division

9740 Irvine Boulevard Irvine, California 92618-1697 United States of America

TSD 081601

5932

Page 4

Toshiba America Information Systems, Inc.

Telecommunication Systems Division

Limited Warranty

Toshiba America Information Systems, Inc., (“TAIS”) warrants that this voice processing equipment (except for fuses, lamps, and other consumables) will, upon delivery by TAIS or an authorized TAIS dealer to a retail customer in new condition, be free from defects in material and workmanship for twenty-four (24) months after delivery. This warranty is void (a) if the equipment is used under other than normal use and maintenance conditions, (b) if the equipment is modified or altered, unless the modification or alteration is expressly authorized by TAIS, (c) if the equipment is subject to abuse, neglect, lightning, electrical fault, or accident, (d) if the equipment is repaired by someone other than TAIS or an authorized TAIS dealer, (e) if the equipm ent ’s serial number is defaced or miss ing, or (f) if the equipment is installed or used in combination or in assembly with pro duc ts not supplied by TAIS and which are not compatible or are of inferior quality, design, or performance.

The sole obligation of TAIS or Toshiba Corporation under this warranty, or under any other legal obligation with respect to the equipment, is the repair or replacement by TAIS or its authorized dealer of such defective or missing parts as are cau sing the malfu nction with n ew or ref urbished p arts (at their option). If TAIS or one of its authorized dealers does not replace or repair such parts, the retail customer’s sole remedy will be a refund of the price charged by TAIS to its dealers for such parts as are proven to be defective, and which are returned to TAIS through one of its authorized dealers within the warranty period and no later than thirty (30) days after such malfunction, whichever first occurs.

Under no circumstances will the retail customer or any user or dealer or other person be entitled to any direct, special, indirect, consequential, or exemplary damages, for breach of contract, tort, or otherwise. Under no circumstances will any such person be entitled to any sum greater than the purchase price paid for the item of equipment that is malfunctioning.

T o obtain service under this warranty, the retail customer must bring the malfunction of the machine to the attention of one of TAIS’ authorized dealers within the twenty-four (24) month period and no later than thirty (30) days after such malfunction, whichever first occurs. Failure to bring the malfunction to the attention of an authorized TAIS dealer within the prescribed time results in the customer being not entitled to warranty service.

THERE ARE NO OTHER WARRANTIES FROM EITHER TOSHIBA AMERICA INFORMATION SYSTEMS, INC., OR TOSHIBA CORPORATION WHICH EXTEND BEYOND THE FACE OF THIS WARRANTY. ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND FITNESS FOR USE, ARE EXCLUDED.

No TAIS dealer and no person other than an officer of TAIS may extend or modify this warranty. No such modification or extension is effective unless it is in writing and signed by the vice president and general manager, Telecommunication Systems Division.

Page 5

Before You Install Stratagy in Strata CTX...

please read and complete both sides of this checklist.

This checklist only highlights important installation information. Please reference the Stratagy IVP8 or Stratagy DK Inst allation Guide for details on programming individual features, etc.

these instructions, references to Stratagy apply to both the Stratagy DK (Release 3.3) and Stratagy IVP8 products.

CAUTION! After making any significant program changes to the Stratagy, it is recommended the system be

properly shut down and restarted. This copies the most current database to the C:\Stratagy\Archive\Good directory for use by the Automatic System Recovery feature (see

“Automatic System Recovery” on page 42 in the Stratagy IVP8 or

Failure to do so could result in the loss of customer information if the system loses power before it is properly shutdown and rebooted.

Unless otherwise note d in

Stratagy DK Installation Guide).

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Whenever handling Stratagy, always wear the anti-static wrist strap (included); keep the strap by the unit.

❐ Always hold the unit by its edges. Remember that an electrostatic charge from your body, even your own

body oils can damage the Stratagy.

❐ Never drop or jar the Stratagy! Care should be taken whenever handling the unit. ❐ Temperature changes greater than 20°F cause condensation on Stratagy’s hard drive. If there is such a

temperature variation, wait 24 hours before installation.

❐ Always keep the Stratagy in its individual shipping box until it’s time to install it in the Strata CTX. ❐ Never transport the Stratag y inside the Strata CTX.

'R\RXKDYHHYHU\WKLQJ\RXQHHGIRUSURJUDPPLQJ6WUDWDJ\XVLQJ6WUDWDJ\ $GPLQ"

Stratagy Admin Release 3 software is only supported with the Stratagy Flash, Stratagy DK Release 3 and Stratagy IVP8. Use with any Release 2 Stratagy system may cause erratic behavior.

❐ Local Administration? You’ll need a PC, 5MB hard drive space, 3.5” 1.44 floppy drive, and 580KB free

RAM. You’ll also need a 9-pin null-modem ser ia l c abl e o r Toshiba’s SG-ADMCBL cable to connect your PC to the Stratagy.

❐ Remote (modem) Administration? Use Stratagy Admin software with Stratagy’s internal (soft)

2400-baud modem. No additional equipment is necessary. ...or use Toshiba’s 9600 baud SG-FMOD modem or a Hayes-compatible, 14.4 baud, V32.bis modem connected to Stratagy’s serial Port 2. You’ll need a customer-supplied 9-pin serial cable.

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Stratagy is compatible with all Strata CTXs. Strata CTX needs to recognize Stratagy’s DTMF signaling. An ARCS card must be insta lled i n the Strata CTX100 for this DTMF signaling. S tr ata CTX670 allows four DTMF circuits in its default configuration.

❐ Install and program an ARCS card in the Strata CTX100. When installed, the ARCS card by default allows

four circuits. Additional licenses may be required, depending upon the Strata CTX configuration and applications.

❐ Program slot in Strata CTX before installi ng the Stratagy. Refer to Strata CTX Programming Manual for

details.

Page 6

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PDKU/BDKU cards must be installed and programmed for a DSS Console.

❐ Install and program the PDKU/BDKU in the Strata CTX. ❐ Refer to the Strata CTX Programming Manual for DSS programming. ❐ Set the dss_active parameter to TRUE. ❐ Configure the DSS Port field on the User Menu – Options screen for each mailbox.

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SMDI is required for the Call Record feature with Stratagy Release 3.3/IVP8. A BSIS card must be located close to the Stratagy.

❐ Install and program serial card BSIS in the Strata CTX. Refer to the Strata CTX Programming Manual. ❐ A serial cable must be installed between the BSIS card and the Stratagy. Toshiba’s PPTC-9 (with six-

conductor line-cord) is rec ommended.

❐ Stratagy’s serial Port 1 is reserved for SMDI communication.

:DQWWRV\QFK6WUDWDJ\V\VWHPWLPHZLWK6WUDWD&7;"

SMDI is required if the Stratagy is going to be synched with the Strata CTX system time. Night Transfer Alternate Routing and Busy Station Identification do not require SMDI.

❐ For clock synch, you must configure the ksu_time parameter and connect SMDI. ❐ For Night Tr ansfer Alter nate Routing and Bus y Statio n Identifica tion, you must confi gure the console_slot_ID

and DSS_active parameters.

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❐ Be sure to change the default password of the Shutdown Mailbox User ID 983 (see page 40 in the

Stratagy IVP8 or Stratagy DK Installation Guide).

❐ Don’t forget to wear the anti-static wrist strap during handling. ❐ When using an internal modem in the St ratagy Admin PC, remembe r that St ratagy Admin does not work with

COM 3 or 4. Do not write ov er the S tr atagy Admin sub direc tory o n yo ur remot e PC when inst alli ng the newer version of Stratagy Admin. Always retain previous versions of Admin.

❐ Make sure your Strata I&M/Programming Manuals and Stratagy I&M Manuals are handy. B e sure to rea d

the entire Stratagy IVP8 or Stratagy DK Installation Guide before installing.

❐ Remember to back up your database after installation.

If you have read and completed this checklist, installation will be a breeze!

OK, let’s get started!

4011045

Page 7

Before You Install Stratagy in Strata DK...

please read and complete both sides of this checklist.

This checklist only highlights important installation information. Please reference the Stratagy IVP8 or Stratagy DK Installation Guide for details on programming indi vidual features, etc. Unless ot herwise noted in

these instructions, references to Stratagy apply to both the Stratagy DK (Release 3.3) and Stratagy IVP8 products.

CAUTION! After making any significant program changes to the Stratagy, it is recommended the system be

properly shut down and restarted. This copies the most current database to the C:\Stratagy\Archive\Good directory for use by the Automatic System Recovery feature (see

“Automatic System Recov ery” on page 42 in the Stratagy IVP8 or

Failure to do so could result in the loss of customer information if the system loses power before it is properly shutdown and rebooted.

Stratagy DK Installation Guide).

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Whenever handling Stratagy, always wear the anti-static wrist strap (included); keep the strap by the unit.

❐ Always hold the unit by its edges. Remember that an electrostatic charge from your body, even your own

body oils can damage the Stratagy.

❐ Never drop or jar the Stratagy! Care should be taken whenever handling the unit. ❐ Temperature changes greater than 20°F cause condensation on Stratagy’s hard drive. If there is such a

temperature variation, wait 24 hours before installation.

❐ Always keep the Stratagy in its individual shipping box until it’s time to install it in the Strata DK. ❐ Never transport the Stratag y inside the Strata DK.

'R\RXKDYHHYHU\WKLQJ\RXQHHGIRUSURJUDPPLQJ6WUDWDJ\XVLQJ6WUDWDJ\ $GPLQ"

Stratagy Admin Release 3 software is only supported with the Stratagy Flash, Stratagy DK Release 3 and Stratagy IVP8. Use with any Release 2 Stratagy system may cause erratic behavior.

❐ Local Administration? You’ll need a PC, 5MB hard drive space, 3.5” 1.44 floppy drive, and 580KB free

RAM. You’ll also need a 9-pin null-modem ser ia l c abl e o r Toshiba’s SG-ADMCBL cable to connect your PC to the Stratagy.

❐ Remote (modem) Administration? Use Stratagy Admin software with Stratagy’s internal (soft)

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Make sure Stratagy is compatible with your Strata DK. It works with Strata DK424i, DK424/DK280 and DK40i/DK40/DK16e/DK16 systems and DK24/DK56/DK96 with Release 4 software.

❐ Always program Strata DK slot assignments before installing the Stratagy. Use these slot assignments:

DK424i/DK424 DK280 (R3 or Higher) DK40i/DK40/DK16e/DK16 DK24/DK56/DK96

Use a universal slot, starting with slot 12 or 13 (if an RSIU is in slot 1 1) ; never use slots 27, 28, 31, 37, 3 8, 47, 48, 51, 57, 58, 67, 68, 71, 77, or 78.

❐ Be sure to set the correct code in Strata DK programming for the slot where Stratagy is installed. ❐ Always remember to shut down Stratagy software before powering down Strata DK (see page 40 in the

Stratagy IVP8 or Stratagy DK Installation Guide).

Use any universal slot, starting with slot 12 (if a PDKU or PEKU is in slot

11) or slot 13 (if an RSIU is in slot 11); never use slots 31 or 51.

Use any expansi on c abi net slot that takes an e ight-po rt card (except slot 18 in the DK40i/DK40/DK16e).

Use any slot after slot 01.

Page 8

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Strata DK needs to recognize Stratagy’s DTMF signaling.

❐ Make sure an RRCS is installed on the DK424i/DK424/DK280 RCTU, a K5RCU, K5RCU2 or K4RCU3 in

the DK40i/DK40/DK16e/DK16, or CRCU in the DK24/DK56/DK96.

❐ Run Program 03 and assign these code(s) where the DTMF receiver is installed:

DK424i/DK424/280 DK40i/DK40/DK16e/DK16 DK24/DK56/DK96

Code 92, 93, or 94 for slot 00 Code 92 for slot 00 Code 92 or 93

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A PDKU card must be installed that is programmed for a DSS Console.

❐ Install and program the PDKU:

DK424i/DK424/DK280

in a lower-numb ered slot in the same cabin et. When in stallin g in an even- numbered cabi net, the PDKU mu st be in a lower-numbered slot in the preceding odd-numbered cabinet.

DK40i/DK40/DK16e DK24/DK56/DK96

❐ Set code 64 using Program 03 for the PDKU slot. ❐ Set the dss_active parameter to TRUE. ❐ Configure the DSS Port field on the User Menu – Options screen for each mailbox.

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: When installing the Strat agy in an odd-numbered cabinet, make sure the PDKU is

: set slot 11 in the Base Cabinet to code 64.

: the PDKU must reside in slot 01.

A PIOU/PIOUS, RSSU, or RSIU/RSIS card must be located close to the Stratagy.

❐ Str at a DK424 i/ DK424/ DK28 0: SMDI is available on all processor s. The A process or must have Rel ease 3.1

software or higher.

❐ Set code 43 in Program 03 for PIOU/PIOUS/RSSU or code 49 for RSIU/RSIS. ❐ A serial cabl e must be installed betwee n the PIOU/PIOUS/RSSU/RSIU card and th e Stratagy. Toshiba’s

PPTC-9 (with six-con ductor line cord) is recommended.

❐ Stratagy’s serial Port 1 is reserved for SMDI communication.

:DQWWRV\QFK6WUDWDJ\V\VWHPWLPHZLWK6WUDWD'."

You’ll need an LCD telephone physically installed on the first port of the Strata DK’s PDKU card (see Step 5) card. It is important that the phone’s LCD always displays the system time. For this to happen, no other LCD features, including MW Indication, can be enabled on this phone.

❐ You must configure the ksu_time and console_slot_id parameters. ❐ The Strata DK uses a 24-hour system clock, but doe s not notate a.m./p.m. on th e LCD display . Beca use of this,

during the initial installation or when the system has been shut down for any extended time, it is necessary to program the correct date and time in the Stratagy Main Menu, Date/Time function or via Admin mailbox.

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❐ Be sure to change the default password of the Shutdown Mailbox User ID 983 (see page 40 in the

Stratagy IVP8 or Stratagy DK Install ation Guide).

❐ Don’t forget to wear the anti-static wrist strap during handling. ❐ When using an internal modem in the St ratagy Admin PC, remembe r that St ratagy Admin does not work with

COM 3 or 4. Do not write ov er the S tr atagy Admin sub direc tory o n yo ur remot e PC when inst alli ng the newer version of Stratagy Admin. Always retain previous versions of Admin.

❐ Make sure your Strata I&M/Programming Manuals and Stratagy I&M Manuals are handy. B e sure to rea d

the entire Stratagy IVP8 or Stratagy DK Installation Guide before installing.

❐ Remember to back up your database after installation.

If you have read and completed this checklist, installation will be a breeze!

OK, let’s get started!

4011043

Page 9

Introduction

Organization...........................................................................................................................................iii

Conventions............................................................................................................................................iii

Related Documents/Media.....................................................................................................................iv

Chapter 1 – The Grand Tour

Hardware.................................................................................................................................................1

Internal Modem .......................................................................................... ......... ......... ..... ............... 2

Status Light.......................................................................................................................................3

Voice Port Status Lights...................................................................................................................3

Software .................................................................................................................................................. 3

Main Menu .......................................................................................................................................4

Users Menu – Options Screen..........................................................................................................5

AMIS Networking...................................................................................................................................6

Exclusive Stratagy IVP8/Stratagy DK Features .....................................................................................7

Parameters ........................................................................................................................................7

Tokens ..............................................................................................................................................7

Busy Station Identification...............................................................................................................7

Stratagy System Time.......................................................................................................................7

Night Transfer Alternate Routing.....................................................................................................7

Chapter 2 – Installation

Step 1: Unpack and Inspect Stratagy IVP8 .......................................................................................... 9

Step 2: Program Strata .......................................................................................................................10

Strata CTX Systems........................................................................................................................10

Strata DK Systems..........................................................................................................................11

Step 3: Shut Down Strata CTX/Strata DK .........................................................................................11

Step 4: Install Stratagy IVP8 ............................................... ...............................................................12

Strata CTX Systems........................................................................................................................12

Strata DK Systems..........................................................................................................................12

Step 5: Restart Strata CTX/Strata DK and Verify Stratagy IVP8 is Functioning Properly ...............14

Step 6: Verify that Voice Playback, Basic Auto Attendant and Ports are Functioning Correctly .....14

Step 7: Install Stratagy Admin Software (VSA.3x) ...........................................................................15

Step 8: Connect Stratagy Admin PC to Stratagy IVP8 ......................................................................16

Local Connection............................................................................................................................16

Remote Connection ........................................................................................................................17

Step 9: Configure Stratagy Admin Software .....................................................................................18

Step 10: Access Stratagy IVP8 .................................... ......... ...............................................................20

Remote Access ...............................................................................................................................20

Step 11: Configure Stratagy IVP8 .......................................................................................................21

Stratagy IVP8 Installation Guide 01/02 i

Page 10

Contents

Chapter 3 – Maintenance

Toshiba Plug and Play....................................................................................................................21

Telephone System Configuration...................................................................................................22

Stratagy System Configuration.......................................................................................................24

Busy Station Identification.............................................................................................................27

Stratagy IVP8 System Time...........................................................................................................27

Step 12: Program the Mailboxes .......................................................................................................... 27

Step 13: Program the Applications ......................................................................................................27

Exclusive Stratagy IVP8/Stratagy DK Tokens...............................................................................27

%K Token .......................................................................................................................................28

SMDI Calling Party Identification.................................................................................................29

New User Tutorial Introductory Recording....................................................................................29

Step 14: (Optional) Shut Down Stratagy IVP8 System ....................................................................... 30

Step 15: (Optional) Back up Database, Mailbox Names and Greetings ..............................................30

Chapter 3 – Maintenance

Tools......................................................................................................................................................32

Backup Utility.................................................................................................................................33

Restore Utility.................................................................................................................................35

Upgrade Stratagy IVP8 Software...................................................................................................36

Retrieve Trace File.........................................................................................................................37

Filecopy..........................................................................................................................................39

Shut Down Stratagy IVP8.....................................................................................................................40

Methods of Shutdown.....................................................................................................................40

Automatic System Recovery.................................................................................................................42

Diagnostics ............................................................................................................................................42

Trace...............................................................................................................................................42

STRATAGY.LOG..........................................................................................................................43

MSG.LOG ......................................................................................................................................43

Upgrading Stratagy IVP8 Voice Ports..................................................................................................44

Index .........................................................................................................................................................45

ii Stratagy IVP8 Installation Guide 01/02

Page 11

Introduction

This Installation Gui de introduces yo u to the S tratagy IVP8 V oice Proce ssing System and ser ves as

a supplement to the

contained in this document. Applicable references can be found in the

Organization

• Chapter 1 – The Grand Tour gives you a general description of the Stratagy IVP8’s

capabilities and basic operations. Features exclusive to the Stratagy IVP8 are described in detail.

• Chapter 2 – Installation contains vital information on how to install the Stratagy IVP8, load

and configure Stratagy Admin software, and access and configure Stratagy IVP8 software.

• Chapter 3 – Maintenance provides instructions on how to use the Tool Ut il i ty for backing up,

restoring, upgrading software, and performing filecopies. Also describes the Stratagy IVP8’s trace diagnostics.

Stratagy I&M Manual. All information concerning the Stratagy IVP8 is

Stratagy I&M Manual.

• Index

Conventions

This manual uses these convention s:

Conventions Description

Note

Important!

CAUTION!

WARNING!

Courier Shows a computer keyboard entry or screen display.

Helvetica Bold represents tokens. For example: M( ).

Italics

Elaborates specific ite ms or references other information. Within some tables, general notes apply to the entire table and numbered notes apply to specific items.

Calls attention to important instructions or information.

Advises you that hardware, software applications, or data could be damaged if the instructions are not followed closely.

Alerts you when the given task could cause personal injury or death.

represent parameter and menu/ sc re en field names, and book titles. For example:

hot_box parameter, Extension field.

“Type” Indicates entry of a string of text.

Stratagy IVP8 Installation Guide 01/02 iii

Page 12

Introduction

Hardware

The Stratagy IVP8 consists of a flash drive with approximately four hours of storage, an internal

modem, a status light, and eight voice p orts wi th cor respo nding voi ce por t sta tus li ghts ( see Figure

1).

The Stratagy IVP8’s two serial ports are allocated as follows: Seri al Port 1 is reserved for SMDI

and Port 2 for the Stratagy Admin PC connection.

Stratagy IVP8 Installation Guide 01/02 1

Page 14

The Grand Tour

Hardware

Backplane Connector

6027

Flash Drive

Status

Light

Front View

Figure 1 Stratagy IVP8 Hardware Components

Internal Modem

The Stratagy IVP8 has an internal (soft) modem that operates at up to 2400 baud and can be used

for remote maintenance.

Port LEDs

Port 2

Side View

Port 1

Strap

2 Stratagy IVP8 Installation Guide 01/02

Page 15

Status Light

The status light indicat es the state of t he Stratagy IVP8:

Status LED

At boot-up:

Off No power Blinking Amber Power-on, self-test Red Failed self-test. The port LEDs indicate which test(s) failed:

Green

Port LED Green

1 DRAM 2RTC 3 EEPROM 4 EPROM Checksum 5 Flash Drive 6 Integration Processor 7 DSP #1

While system is operational:

System is operational.

Test Failed

The Grand Tour

Software

Green with Blinking Amber

Voice Port Status Lights

Each port has a status light labelled 1~8 on the front of the Stratagy IVP8 unit that indicates the

hookswitch and ring states of the port. The lights are On/Off based on the following:

Off Port is on-hook and idle. Green Port is off-hook and in use.

Software

The Stratagy IVP8 requires Stratagy Admin software, installed on a separate IBM-compatible

computer, for local or remote administration and maintenance.

functions (e.g., adding User IDs, resetting passwords) can be performed by the System

Administrator using a touchtone telephone (see the

Library CD-ROM

The Stratagy Admin screens for Stratagy IVP8 are identical to the standard Stratagy screens with

the exception of the Main Menu and the Users Menu Options screen.

See Chapter 6 – Users Menu, Chapter 7 – Auto (Scheduling) Menu and Chapter 8 – Notify Menu

Stratagy R3 I&M Manual for complete details on using the screens.

in the

for details).

System is operational and hard drive is active.

Port LEDs

Some basic administrative

System Administrator Guide on the Stratagy

Stratagy IVP8 Installation Guide 01/02 3

Page 16

The Grand Tour

Software

Main Menu

The Stratagy Admin Main Menu (shown below with sample data) differs from the standard

Stratagy Main Menu in only these ways:

• The Tools utility replaces the Filecopy option. The Filecopy option is available from the Tools

• A Quit function is added.

• KSU time di splays when this feature is enabled or the Stratagy IVP8’s own system time

Information

menu.

(standard, daylight savings) when it is disabled.

Menu Bar

System

Quit function is only available in the Stratagy Admin software.

KSU Time added.

Port

Activity

Statistics

For a description of the Tools options, see “Configure Stratagy IVP8” on page 21 and “Tools” on

page 32. For a procedure on configuring the KSU time feat ure, see “Stratagy IVP8 System Time”

on page 27. For a complete descripti on of the sta ndard Main Menu selections, see the Stratagy R3

I&M Manual.

Quit

Important! This function quits the Stratagy Admin program and does not shut down the

Stratagy IVP8.

➤ Press Alt+Q. The remote PC exits Admin and returns to the DOS® prompt.

6045

4 Stratagy IVP8 Installation Guide 01/02

Page 17

The Grand Tour

Users Menu – Options Screen

You should note the differ ences between the Stratagy IVP8’s User Menu – Options screen ( s hown

below with sample data) and the Options screen supported by the other Stratagy systems:

• The DSS Port field replaces the Alternate Rate feature that is not available with the

Stratagy IVP8. See “DSS Port” on page 5 for details.

• The Message Volume feature, although displayed on the screen, is not supported by the

Stratagy IVP8.

Menu Bar

User’s

Information

Basic

Options

Software

Message Volume field

(not supported)

AMIS Options

3436

Alternate Rate field is replaced by DSS Port field on StratagyIVP8.

DSS Port

Important! If the dss_active paramete r in the install.cfg file is set to false, this field is disabled.

DSS Port field is indicative of the button position of a DSS console with default

The

programming. Simply put, the Stratagy IVP8 assumes that the programming of the DSS con sole is

fixed and cannot be changed. The Stratagy IVP8 always identifies key 01 of the DSS console as

port 000. So if a port ot her than 000 is programmed under key 01, the

DSS Port field for that

corresponding mailbox is “000.”

Example

Let’s say that a programmer ha s changed key 0 1 in Program 29 ( Str ata DK424i/DK42 4) to provi de

BLF indication for port 023, and the extension associated for that port, which by default is

extension 223, has a corres pond ing mailb ox in the S t ratagy IVP8. If the Stratagy IVP8 is expected

to monitor busy activity for this extension, the DSS Port setting for Mailbox 223 would be “023.”

Possible values: 0~57, -1 disables feature

Default: -1

Important! Once the DSS/Busy Lamp feature has been programmed using the console_slot_id

and dss_active para meters and the DSS Port field, Strata gy IVP8 must be re-started two times. The first re-start configures the DSS paramet ers/fie ld. The second r e-s tart “loads” the DSS parameters/field into active memory.

Stratagy IVP8 Installation Guide 01/02 5

Page 18

The Grand Tour

AMIS Networking

As more advanced features have been added to the DOS®-based Stratagy systems, memory

managemen t has become a critical issue in software d evelopment. Because of this, TAIS/TSD

looks toward feature interaction as a way to create more operating system memory when

developing new features. With the addition of the Call Record feature to the DOS-based products

with Release 3.3 software, the number of default Audio Messaging Interchange Specification

(AMIS) networking nodes has bee n reduced to 200. In additi on, further res triction to the numbe r of

AMIS networking nodes will be required to support Stratagy DK systems with multi-lingual

prompts.

The fewer AMIS nodes the s ystem is configured for, the more operating system memory is

available for other feat ures. The S trat agy syst ems res erve en ough oper atin g syste m memory t o run

the number of AMIS nodes specified in the amis_max_nodes parameter i n the Stratagy System

Configuration. Additionally, a system using more features and a higher configuration requires

more operating system memory. For example, an eight port Stratagy DK system with a high

amount of call traffic using the new Call R ecord feature requires more operating system memory

than a system with fewer ports and/or less traffic. Multi-lin gual prompts have been speci fically

identified as a feat ure that requires a reducti on in the nu mber of AMIS no des to increa se Operati ng

System (OS) memory for proper system operation.

Due to the number of feature configurations possible in a Stratagy system, it is not possible for

TAIS/TSD to accurately identify the correct number of AMIS nodes in each case. If the system

you are working on runs ou t of OS memory, the failure causes the s yst em to c ontinu ally reboot . To

correct this, the number of AMIS nodes must be reduced.

6 Stratagy IVP8 Installation Guide 01/02

Page 19

The Grand Tour

Exclusive Stratagy IVP8/Stratagy DK Features

Parameters

Because of the unique nature of the interaction process between the Stratagy IVP8 and

Strata CTX or Strata DK, three parameters are used exclusively with the Stratagy IVP8 (see Table

3 on page 25 for the definitions and settings for these parameters).

• console_slot_id – identifies the PDKU slot. Stratagy IVP8 monitors the Direct Station Select

(DSS) for Busy Station Identification.

• dss_active – tells the Stratagy IVP8 to retrieve Busy Lamp Field (BLF) busy station

information for the assigned DSS

Step 12: “Program the Mailboxes” on page 27 for information on programming the field).

• ksu_time – synchronizes Stratagy IVP8’s system clock wit h the syst em clock of the supporting

Strata CTX/Strata DK telephone system. Use of this feature with the Strata CTX requires SMDI integ ration.

Tokens

As with all Stratagy systems, the Stratagy IVP8 retains all of the robust application programming

that is provided by tokens. There are two tokens supported only by the Stratagy IVP8. These are:

Port field located on the Users Menu – Options screen (see

• KM – Enables a Stra tagy Admin PC ’s modem to communicate with the Stratagy IVP8 interna l

modem (2400 baud). This token is factory programmed in User ID 993.

• KT( ) – Directs calls to a designated User ID when:

• DSS function is active (dss_active = true)

• Assigned in the “answering” mailbox

• Night Transfer on the DSS console is On.

Busy Station Identification

The Busy Station Identification feature enables the Stratagy IVP8 to determine if a st ation is

“busy” without performing a “hookflash” and transfer. Stratagy IVP8 “reads” the data of a DSS

console and knows instantly if the station is busy or in Do Not Disturb (DND).

A station in DND mode signals a “busy” condition t o a DSS console. DND and b usy are proc essed

the same way by the Stratagy IVP8 (i.e., the Busy chain is executed).

See “Busy Station Identification” on page 27 and “DSS/Busy Lamp Feature (For all Strata DK

systems)” on page 13 for details.

Stratagy System Time

The Main Menu screen displays KSU time when this feature is enabled or the Stratagy IVP8’s own

system time (standard, daylight savings) when it is disabled.

See “Stratagy IVP8 System Time” on page 27 for details.

Night Transfer Alternate Routing

Using the KT( ) token, a feature called Night Transfer Alternate Routing is available. The feature

monitors the DSS Night Transfer key in order to activate the

applications.

See “Night Transfer Alternate Routing” on page 28 for details.

Stratagy IVP8 Installation Guide 01/02 7

KT( ) token for alternate routing

Page 20

The Grand Tour

Exclusive Stratagy IVP8/Stratagy DK Features

8 Stratagy IVP8 Installation Guide 01/02

Page 21

Installation 2

Before starting the installation, read through these instructions thoroughly. Important information

is included in this guide that is crucial to a successful installation.

Step 1: Unpack and Inspect Stratagy IVP8

1. When you receive the system, examine all packages carefully and note any visible damage. If you find any damage, do not open the packages. Contact the delivery carrier immediately and make the proper claims.

2. Check the items contained in the packages against the packing list.

components,

documentation package with the Stratagy IVP8

3. Inspect all equipment for damage. If equipment is missing or damaged, contact your supplier immediately.

4. Remove any shipping tape and packing material used to protect the system during shipment. Retain the packing materials for re-use when transporting system hardware.

CAUTION!

You will be handling the Stratagy IVP8 when it is most fragile — unpacked and exposed. The Stratagy IVP8, if handled properly, will give long, reliable service. 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.

you should receive an anti-static wrist strap, a caution sticker and a

In addition to the hardware

• Handle the Stratagy IVP8 with care. Mechanical shoc k fro m dr opping, shaking, exc essive

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 the anti-static wrist strap included in the package. It can also be re-used and left

with the Strata CTX or Strata DK cabinet. An electrostatic charge from your body can damage the drive or circuitry permanently.

• Hold the Stratagy IVP8 by the edges or the strap and 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.

Stratagy IVP8 Installation Guide 01/02 9

Page 22

Installation

Step 2: Program Strata

Strata CTX Systems

To the Strata CTX processor, the Stratagy IVP8 functions as an analog card (RSTU). Although there are some special program settings required for the Stratagy IVP8 (e.g., DSS/BLF feature), the Strata CTX should be programmed just as it would for any external voice mail system that is to be connected to it.

Important! The Strata CTX may need to be reset to initial ize some Strata programming

assignments. It is importa nt that you make all such assig nments Stratagy IVP8.

1. Stratagy is c ompatible with all Strata CTXs. Strata CTX n eeds to recognize Stratagy’s DTMF signaling. An ARCS card must be installed in the Strata CTX100 for this DTMF signaling. Strata CTX670 allows four DT MF circuits in its default co nfiguration.

• Install and progra m an ARCS car d in the S trata CTX100. When instal led, t he ARCS card b y

default allows four circuits. Additional licenses may be required, depending upon the Strata CTX configuration and applications.

• Program slot in Strata CTX before installi ng the Stratagy. Refer to Strata CTX

Programming Manual for details.

before installing the

2. Do you want to activate the DSS/Busy Lamp feature? PDKU/BDKU cards must be installed that is programmed for a DSS Console.

• Install and program the PDKU/BDKU in the Strata CTX.

• Refer to the Strata CTX Programming Manual for DSS programming.

Note See “Busy Station Identification” on page 27 for required settings on Stratagy IVP8.

3. Are you going to have SMDI? SMDI is required for the Call Record feature with Stratagy Rele ase 3.3/IVP8. A BSIS card must be located close to the Stratagy.

• Install and program serial card BSIS in the Strata CTX. Refer to the Strata CTX

Programming Manual.

• A serial cable must be installed between the BSIS ca rd and the Stratagy. Toshiba’s PPTC-9

(with six-conductor line-cord) is recommended.

• Stratagy’s serial Port 1 is reserved for SMDI communication.

10 Stratagy IVP8 Installation Guide 01/02

Page 23

Step 3: Shut Down Strata CTX/Strata DK

Strata DK Systems

Note The following instructions are based on the Stratagy IVP8 being installed in a pre-existing

Strata DK. If the Strata DK is a new installation, see First-time Programming in Chapter 1 – Overview of the St rata DK Programming Manual for more information.

T o the Strata DK processor, the Stratagy IVP8 functions as an analog card (RSTU). Although there are some special program settings required for the Stratagy IVP8 (e.g., DSS/BLF feature), the Strata DK should be programmed just as it would for any external voice mail system that is to be connected to it.

Important! The Strata DK may need to be reset to initialize some Strata programming

assignments. It is importa nt that you make all such assig nments Stratagy IVP8.

1. Using Program 03–Flexible PCB Slot Assignments set/verify the following slot assignment s:

• Set code 31 for the slot where St ratagy IVP8 is installed (see Step 4: “Install Stratagy IVP8”

on page 12).

• Enable the Strata DK to receive DTMF signalling from the Stratagy IVP8:

• For DK424i/DK424/DK280: Set codes 92, 93, or 94 for slot 00 for the RRCS installed

on the RCTU.

before installing the

Installation

• For DK40i/DK40/DK16e/DK16: Set code 92 for slot 00 for the K5RCU, K5RCU2, or

K4RCU3.

• For DK24, DK56, DK96: Set codes 92 and 93 for CRCU.

• Set code 64 for the slot where the PDKU resides. Stratagy IVP8 monitors this slot for the

DSS/Busy Lamp feature (see “Busy Station Identification” on page 7).

Note For DK40/DK16e/DK16: slot 11 in the Base Cabinet must be set for code 64.

• If SMDI is desired with the Strata DK424i/DK424/DK280: Set PIOU/PIOUS/RSSU for

code 43 or RSIU/RSIS for code 49 to enable the SMDI port (see Program 76 if installing RSIU or RSIS SMDI port).

2. Program the Strata DK system for voice mail integration. See the

Manual

for details.

Strata DK Programming

Step 3: Shut Down Strata CTX/Strata DK

➤ Turn off the main power switch to the Strata CTX/Strata DK system.

Stratagy IVP8 Installation Guide 01/02 11

Page 24

Installation

Step 4: Install Stratagy IVP8

Strata CTX Systems

CAUTION! See cautions under Step 1 on page 9 before proceeding.

1. Locate th e proper slot for the Stratagy IVP8. (IVP8 can be installed in any Strata CTX slot.)

2. Insert the card into the appropria te slot, and apply firm, even pre ssure to ensure proper mating of connectors (CTX100 shown at right).

CAUTION! Do not hit the board for proper seating. This can damage the Stratagy IVP8

components.

Strata DK Systems

CAUTION! See cautions under Step 1 on page 9 before proceeding.

1. Locate the proper slot for the Stratagy I VP8 (see

Table 1).

2. Insert the card into the appropriate slot, and apply firm, even p ressure to ensure proper mating of connectors (shown at right).

6037

6069

CAUTION! Do not hit the board for proper seating. This can damage the Stratagy IVP8

components.

12 Stratagy IVP8 Installation Guide 01/02

Page 25

Table 1 Stratagy IVP8 Slot Assignments

Note For the DSS/BLF feature, the Stratagy IVP8 must reside in a higher-numbered slot than the

PDKU card that the Stratagy IVP8 monitors (see Figure 2 on page 14).

Install the card in a universal slot starting with sl ot 12 (if a PDKU or PEKU is in slot 11) or slot 13 (if a R SIU is in slot 11).

Important! Do not install the Stratagy IVP8 in slots 27, 28, 31, 37, 38, 47, 48, 51, 57, 58, 67, 68, 71, 77,

or 78.

To enable end-to-end signaling, ensure that an RRCS -4, -8 or -12 is installed on the RCTU, and verify that the RCTU code in Program 03 is for RRCS operation.

Important! The Stratagy IVP8 does not function when installed in slots 31 or 51.

Note For the DSS/BLF feature, the Stratagy IVP8 must reside in a higher-numbered slot than the

PDKU card that the Stratagy IVP8 monitors (see Figure 2 on page 14).

DK280 (R2) — install the card in any universal slot (except slots 31 and 51), starting with slot 12 of the Base Cabinet.

DK280 (R3 or higher) — install the card in any un iv ersa l sl ot (ex ce pt sl ots 31 and 51 ), star ting wi th sl ot 12 (if a PDKU or PEKU is in slot 11) or slot 13 (if a RSIU is in slot 11).

DK280 (All releases) — To enable end-to-end signaling, an RRCS -4, -8 or -12 must be installed on the RCTU. Verify that the RCTU code in Program 03 is for RRCS operation.

Install th e Stratagy IVP8 in any slot in the Expansion KSU where an ei ght-port card can be inserted. For DK40i/DK40/DK16e, see Chapter 2 – DK 40i Configuration in the Strata DK I&M Manual for all possible configurations.

Installation

Step 4: Install Stratagy IVP8

DK424i/DK424

DK280

DK40i/DK40/DK16e/DK16

Important! Do not install Stratagy IVP8 in slot 18 of the DK40i/DK40/DK16e.

DK40i/DK40/DK16e/DK16: A K5RCU, K5RCU2, or K4RCU3 must be installed in the Base KSU to enable

end-to-end signaling.

Note Putting a Stratagy IVP8 into a Strata DK40i/DK40/DK16e/DK16, eliminates eight telephone lines.

DK24, DK56, DK96

Install the card in any slot after slot 01. A CRCU must be installed to enable end-to-end signaling.

DSS/Busy Lamp Feature (For all Strata DK systems)

For the DSS/Busy Lamp feature to operate, the Stratagy IVP8 must monitor the DSS/BLF data from a specific PDKU card. The St rata DK telephone system restricts this capa bility to certain c onfigu rations . The Stratagy IVP8:

• Cannot be installed in the first slot of any cabinet (i.e., 11~71).

• Can only monitor a PDKU that resides in an odd-numbered cabinet.

• Must always be in a higher-numbered slot than the PDKU card, even if the PDKU is in another

cabinet.

When Stratagy IVP8 is installed in an odd-numbered cabine t, the system software searches for the PDKU in all lower-numbere d card slots in that cabinet (as defined by the console_slot_id parameter on page 25). When the Stratagy IVP8 is installed in an even-numbered cabinet, the system software searches for the PDKU in all lower-numbered card slots of the preceding odd-numbered cabinet. see Figure 2 on page 14 for examples.

Stratagy IVP8 Installation Guide 01/02 13

Page 26

Installation

R11

S11

RCTU

S12

S13

S14

S15

S16

S_3

S_6

S_7

S_8

S_1

S_2

S_4

S_5

S_3

S_6

S_7

S_8

S_1

S_2

S_4

S_5

R11

S11

RCTU

S12

S13

S14

S15

S16

S_3

S_6

S_7

S_8

S_1

S_2

S_4

S_5

Step 5: Restart Strata CTX/Strata DK and Verify Stratagy IVP8 is Functioning Properly

Stratagy IVP8 in Even Number CabinetStratagy IVP8 in Odd Number Cabinet

Cabinet 1

R11

S11

RCTU

S12

S13

S14

S15

S16

Cabinet 2

R11

S11

RCTU

S12

S13

S14

S15

S16

S_3

S_1

S_2

S_6

S_7

S_4

S_5

S_8

S_3

S_1

S_2

S_6

S_7

S_4

S_5

S_8

Stratagy IVP8

Cabinet 3

PDKU

S_3 S_6 S_7 S_8S_1 S_2 S_4 S_5

Cabinet 4

S_3

S_1

S_2

S_6

S_7

S_4

S_5

S_8

S_3 S_6 S_7 S_8S_1 S_2 S_4 S_5

5989

Figure 2 Strata DK424i/DK424/DK280 PDKU DSS/Busy Lamp Field Slot Assignmen t Example s

(console_slot_id configured as 0)

Step 5: Restart Strata CTX/Strata DK and Verify

Stratagy IVP8 is Functioning Properly

Note Each Stratagy IVP8 has been preprogrammed at the factory for out-of-box

(plug-and-play) operation on the Strata CTX and Strata DK424i. This includes the integration and configuration parameters, default station (extension number) User ID mailboxes, and company gr eeting and instructions.

PDKU

Stratagy IVP8

➤ Turn on the main power switch to the Strata CTX or Strata DK system. The Stratagy IVP8

performs a self test while booting-up. Let it proceed without any action from you. During this proce ss th e stat us li ght i s bli nking a mber and sh ould t urn sol id gr een when fi nishe d

(see Figure 1 and “S tatus Ligh t” on page 3). The process shoul d take appr oximately four to fi ve minutes.

Step 6: Verify that Voice Playback, Basic Auto

Attendant and Ports are Functioning Correctly

14 Stratagy IVP8 Installation Guide 01/02

➤ Dial the extension number for each port. Stratagy IVP8 should (for each port):

• Answer and play th e Toshiba Plug and Play company greeting (“Thank you for calling…”),

greeting 1 in User ID mailbox 990.

• Continue to play the Toshiba Plug and Play caller instructions greeting (“If you know the

extension of the person you wish to reach…”), greeting 1 in User ID mailbox 991.

Page 27

Installation

Step 7: Install Stratagy Admin Software (VSA.3x)

Important! Stratagy Admin Release 3 software is only supported by the Stratagy IVP8,

Stratagy Flash and the Stratagy DK Release 3 and cannot be used with other Release 2 systems.

Note Loading the Stratagy Admin software can be done before/after connecting the Stratagy

Admin PC to th e Stratagy IVP8.

The Stratagy Admin PC, connected to the Stratagy IVP8 (see Step 8 on page 16), must meet the following specifications:

• IBM-compatible

• 3.5” 1.44 (high-density) floppy-disk drive

• Hard drive with a minimum of 5MB of available disk space

• 580KB RAM free memory

CAUTION! Do not install the Stratagy Admin VSA.3x software into an existing Admin2 or

Admin3 directory used for Release 2 systems. If you do, file corruption can occur when communicating with a Stratagy IVP8.

➤ To install Stratagy Admin Software

1. Insert the Stratagy Admin disk into the floppy disk drive of the Stratagy Admin PC.

2. Access the DOS prompt (

3. To begin the installation procedure, type

a:install c:\admin3x

where: x = the version letter of the Admin software you are instal ling.

Note It is recommended that you not overwrite the current Stratagy Admin directory but create a

new directory.

4. Press any key to cont inu e. The S tra tagy Admi n progra m is ins tall ed on dri ve C: i n sub direc tory

ADMIN3x.

C:\).

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Installation

Step 8: Connect Stratagy Admin PC to Stratagy IVP8

Step 8: Connect Stratagy Admin PC to

Stratagy IVP8

Communication between the Stratagy Admin PC and the Stratagy IVP8 is accompl ished b y one o f two methods: local or remote.

Stratagy IVP8 uses the serial Port 2 by default to communicate with the Stratagy Admin PC (see

Figure 1). This setting can be changed using the

Configuration file (see Table 3 on page 25 for detailed information).

Local Connection

➤ Using a null-modem cable, connect the Stratagy Admin PC to the Stratagy IVP8. A

prefabricated cable (SG-ADMCBL), designed expressly for Stratagy Admin communication with the Stratagy IVP8, Stratagy DK and Stratagy Flash is available from Toshiba.

Note If you wish to purchase individual cabling/connectors/adapters in lieu of purchasing the

Toshiba Stratagy Admin cable, we have provided the wiring diagrams (see Figures 3 a nd 4).

admin_port parameter in the Stratagy System

9-pin

female

1 4 2 3 5 6

7 8

Figure 3 RS-232 DB9 to DB9 Cabling

9-pin

female

6 3

2 5 1 4 8 7

25-pin

female

2 3 4 5 6

7 8

Figure 4 RS-232 DB25 to DB9 Cabling

9-pin

female

2 3 8 7 1 4 5 6

16 Stratagy IVP8 Installation Guide 01/02

Page 29

Step 8: Connect Stratagy Admin PC to Stratagy IVP8

Remote Connection

Remote communication with the Stratagy IVP8 requires the installation of a modem on the Stratagy Admin PC (if a modem does not already exist). The Stratagy IVP8 comes equipped with an internal modem of 2400 baud and does not require any additional equipment. A 9600 baud external modem can also be used for remote connection with the Stratagy IVP8.

Stratagy Admin PC Modem

➤ Prepare the Stratagy Admin PC by installing, connecting and configuring a modem. The

modem must be capable of communicating at a minimum of 9600 ba ud.

CAUTION! Internal modems configured for COM ports 3 or 4 are not supported by

Stratagy Admin software.

Stratagy IVP8 Modem

The Stratagy IVP8 can communicate through either an internal or external modem.

Internal

The Stratagy IVP8 has an internal modem that communicates at up to 2400 baud. No additional equipment is necessary. (See programming information.)

KM token in Step 13: “Program the Applications” on page 27 for

Installation

External

An external modem can be installed on the Stratagy IVP8 for a communication speed of 9600 baud. If use of an external modem is desired, use the following installation procedure.

➤ To install an external modem

1. Equip the Stratagy IVP8 with a Hayes-compatible 14.4KB V32.bis modem. Toshiba’s fax/modem (SG-FMOD) has been tested for consistent operation and is recommended. Use of other modem models cannot be guaranteed for trouble-free operation.

Note The default setting configured for the Stratagy IVP8 remote access is seri al port 2 (see

Figure 1). Both local and remote access use the same designated serial port on the

Stratagy IVP8.

2. Connect a telephone line to the modem. Use either a station conne cted to the telephone system or a dedicated Central Office (CO) line.

Stratagy IVP8 Installation Guide 01/02 17

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Installation

Step 9: Configure Stratagy Admin Software

Settings for the communication port in Stratagy Admin must match the corresponding parameters set in the Strat agy System Configuration file on the Stratagy IVP8.

For example, the Stratagy Admin PC serial port settings made in the procedure must be identical to the serial port definitions (i.e.,

set serial_port) set in the

Serial Port field of this

Stratagy IVP8’s System Configuration file (see “Stratagy System Configuration” on page 24).

Note The menu screens detailed in this section are only avai lable with Stratagy Admin version

VSA.2G or later.

➤ To configure Stratagy Admin software

1. From the screen displays.

2. From the Stratagy Admin Main screen, press highlight the Configure Admin option and press

Enter. The Admin PC

Configuration screen displays (shown right).

Note Press F1 for help with

3. Make any changes needed. See Table 2 on page 19 for a description of ea ch of the fields.

Note Press F2 in the Serial Port and Baud Rate fields to display a pop-up box with valid entries.

C:\ADMIN3 DOS prompt, type admin and press Enter. The Stratagy Admin

2 or

any settings in the Stratagy Admin Configuration screen.

3230

4. To save your changes, you must have the cursor in the last field (i.e., Modem Init St ring), and press

Enter or the arrow down (↓) key

...or to exit without saving your changes, press

Esc at any time.

The program returns to the Stratagy Admin Main screen.

18 Stratagy IVP8 Installation Guide 01/02

Page 31

Table 2 Stratagy Admin PC Configuration Fields

Field Description/Default

Advertising string that displays when the Main Menu screen blanks after a specified number of

Advertising

Log File

Serial Port

minutes of inactivity (per tmo_blank parameter in the install.cfg file). Possible values: 60-character string. The single quotes are required.

Default: ‘Stratagy ADMIN’

System log file name . This log file c ontains co nnection informatio n, any exec ution error in formation, and file copy actions.

Note It is a good idea to periodically archive or delete this file once or twice a year, whenever

you perform preventive maintenance.

Possible values: Eight-character file name, plus three-character extension. The single quotes are

required.

Default: ‘Remote.LOG’ Port number Possible values: 1~2

Default: 2

Installation

Step 9: Configure Stratagy Admin Software

Baud Rate

Modem Init String

Baud rate of serial port. Possible values: 1200, 2400, 9600

Default: 9600 Sets modem initialization string. The modem initialization string can be changed to work with

specific brand modems. Refer to the user’s manual for your individual modem for the initialization string.

Note The protocol used by Stratagy Admin does not suppo rt error correction, data c ompression,

or auto baud rate adjustment. If problems are encountered connecting remotely, turn these parameters of f on t he Str atag y Ad mi n PC mo dem . R efe r to y our mod em use r gui de for instructions.

Default: AT&F&C1&D2L0Q0V0X0E1 where: AT The command that tells the modem to come to Attention. &F Return to factory defaults.

Instructs the modem to use the factory set parameters.

&C1 Data Carrier Detect (DCD) signal.

Set to on, it indicates presence of a data carrier. &D2 Data Terminal Ready selected. L0 Speaker volume.

Off or low volume. Q0 Mode responses.

Enables result codes to be issued to the screen. V0 Result code format.

Numeric format. X0 Extended result codes.

Disables monitoring of busy tones unless forced otherwise by country requirements. Sends

only OK, connect, ring, no carrier, error and no answer result codes. E0 Command Character Echo.

Disables echoing of the commands to the screen.

Stratagy IVP8 Installation Guide 01/02 19

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Installation

Step 10: Access Stratagy IVP8

Prior to accessing Stratagy IVP8, verify that Stratagy IVP8 is operational by making a test call into the system.

Note Menu screens detailed in this section are availa ble only in Stratagy Admin version VSA.2G

or later.

1. From the DOS prompt ( screen displays.

Important! The Stratagy Admin PC must be configured for the correct serial port in Stratagy

Admin prior to performing Substep 2.

2. Press

3. Type the password (the default is

Enter.The Stratagy Admin software pro mpts for the Stra tagy IVP8’s system password.

If a modem is not d et ect ed, Stratagy Admin establishes a dire ct connection (local access) and a version of the standard Main Menu displays (“Main Menu” on page 4). Proceed to Step 11:

“Configure Stratagy IVP8” on page 21.

If a modem is detected, Stratagy IVP8 displays the screen shown at right:

Proceed to “Remote Access” on page 20 for instructi ons on accessing the Stratagy IVP8 r emotely.

C:\ADMIN3), type: admin and press Enter. The Stratagy Admin

Stratagy) and press Enter.

Remote Access

3297

Stratagy Admin s oftwar e vers ion VSA.3x ha s two modes of a cce ssing the S tra tagy IVP8 remotely:

• Direct Dialing Mode — the St ratagy IVP8 modem has a dedicated telephone line, enabl ing you

to dial into the number directly.

• Manual Dialing Mode — the Stratagy IVP8 modem does not have a dedicated telephone line

and an operator must transfer the call to the modem number.

Note Manual dialing requires a standard telephone be connected to the Stratagy Admin PC

modem.

Earlier versions of the Stratagy Admin software permit only the direct dialing mode.

Direct Dialing Mode

➤ Type the telephone number (50 digits maximum). Do not use dashes (e.g., 9,7678989). Press

Enter.

Once the connection is made to the S t ratagy IVP8 modem, a carrier tone is heard. The Stratagy Admin synchs up to the modem. A message reading briefly on the screen and the Main Menu displays. Proceed to Step 11 “Configure

Stratagy IVP8”.

Connection established appears

20 Stratagy IVP8 Installation Guide 01/02

Page 33

Step 11: Configure Stratagy IVP8

Manual Dialing Mode

1. Press Enter to go to the Manual Dialing Mode screen.

2. Go off-hook on the st andard telepho ne and dial the telepho ne number . Once conne ction is made to the Stratagy IVP8 external modem, a carrier tone is heard.

Installation

3. Press

Enter. Stratagy Admin synchs up to the modem. A message reading Connection

established

appears briefly on the screen and the Main Menu displays.

Step 11: Configure Stratagy IVP8

CAUTION! After making any significant program changes to the Stratagy IVP8, the system

must be properly shutdown and restart ed usin g “Shutdown and Restart Current Version” from the Shutdown menu. This procedure copies the most current database to the C:\Stratagy\Archive\Good directory for use by the Automatic System Recovery f eatur e ( see “Aut omatic System Recovery” on page

42). If this pr ocedur e is no t follo wed and th e system l oses power, loss of customer

information will result.

T o confi gure the Stra tagy IVP8, you may need to use the following menu sele ctions a vailable from the Tools option on the Main Menu:

• Toshiba Plug and Play

• Telephone System Configuration

• Stratagy System Configuration

For a complete description of the standard menu selections and field descriptions, see “Tools” on

page 32.

➤ To access Tools Option

1. Press

2. Type the password (the default password is

Alt+t.

Stratagy) and press Enter. See “Tools” on

page 32 for a description of the menu options.

Toshiba Plug and P la y

The Stratagy I VP8 is pre-installed for the Strata DK pro cessors. If you need to change this selection to a different Strata telephone system, change it now using this selection. Otherwise, go to “Tel eph one Syst em Config uration” on page 22.

Note If you only want to change the PBX type, do not use t hi s f unct io n. Instead, set the pbx_type

parameter in the Stratagy System Configuration screen (see details).

Selecting this function:

• Changes all the settings to the new Toshiba telephone system default values.

• Deletes any User ID mailbox customizations.

• Installs the Stratagy IVP8 default mailboxes.

Note Existing messages and mailbox greetings are not deleted when Plug and Play is selected.

For example, if Mailbox 200 has messages and greetings and Toshiba Plug and Play for Strata CTX is run, then Mailbox 200 retains the messages and greetings from the previous database.

“pbx_type” on page 26 for

Stratagy IVP8 Installation Guide 01/02 21

Page 34

Installation

Step 11: Configure StratagyIVP8

Change Toshiba Plug and Play Option

1. From the Tools menu, press 5.

2. From the Toshiba Plug and Play screen, enter the number of the selection.

The Stratagy I VP8 utility automatically defines the telephone system dial codes and tone patterns, system integration patterns and default mailboxes for the specific telephone system.

3. When the process i s complete, press any key t o reboot. The DOS prompt displays.

4. To continue, re-enter Stratagy Admin.The Main Menu displa ys wit h the new te lep hone syst em designation.

6046

5. Press

Alt+t to access the Tools submenu.

Telephone System Configuration

This function modifies the following codes/integration patterns:

• Telephone System Dial Codes – Stratagy IVP8 performs certain actions on your telephone

system by using defined telephone system dial codes. To define the dial codes, you must modify the telephone system dial code parameters.

• System Integration Patterns – Enables modification to the telephone system integrat ion

patterns.

Note The telephone system configura tion i s set u sin g the pbx_type parameter (see “pbx_type” on

page 26 for details).

If your system is to be conf igured for system dial codes or system inte gra ti on pa tt erns, you should edit them now. As an example:

If your Toshiba telephone system is configured for tone first, you would:

1. Press 1 to Edit System Dial Codes.

2. From the Telephone System Dial Codes screen, delete the suffix –1 from the line What to dial

AFTER dialing the User ID extension

3. Press Esc.

4. Press 2 to save your changes without restarting Stratagy IVP8.

Otherwise, go to “Stratagy System Configuration” on page 24.

22 Stratagy IVP8 Installation Guide 01/02

Page 35

Step 11: Configure Stratagy IVP8

Modify Codes and Integration Patterns

1. From the Tools menu, press 4. The Telephone System Configuration screen displays.

2. From the Telephone System Configuration screen, pres s

The Telephone System Dial Codes screen display s (shown right).

...or

2. The System

Integration Patterns scree n displays (shown right).

Installation

4079

3. After making the change(s), press

4. From the Telephone System Config screen, press

ESC. The Telephone System Config screen displays.

1. The changes are transmitted to

Stratagy IVP8 and Stratagy IVP8 is shut down and restarted. By shutting down and restarting Stratagy IVP8, the changes take effect.

2.The changes are transmitted to Stratagy IVP8 but Stratagy IVP8 is not shut down or

...or restarted. Until you restart Stratagy IVP8, the changes do not take effect.

...or

3. The changes you made are cancelled and not saved.

5. If you pressed

1 to save the changes, press any key to reboot. The DOS prompt displays. To

continue, you must re-enter Stratagy Admin.

4668

Stratagy IVP8 Installation Guide 01/02 23

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Installation

Step 11: Configure StratagyIVP8

CAUTION! Take care when making changes and then restarting Stratagy IVP8. In some

cases, if invalid information has been entered, Stratagy IVP8 may not reboot correctly. (See “Automatic System Recovery” on pa ge 42 for information on files created during an unsuccessful restart.)

SMDI Serial Integration

SMDI integration is required to provide the ca pability to recognize Calling Party Identification (ANI) and for the KSU time feature. See

Stratagy System Configuration

Use this function to change Stratagy IVP8’s system options and parameters, and define time-out values. Most Stratagy System Configuration options

We recommend that you modify the system password immediately. All other options have default values, but can be modified as required.

Configure Stratagy IVP8 Software

1. From the Tools menu, press 6. The system configuration file displays. The parameters are listed in alphabeti cal order.

Stratagy R3 I&M Manual for details.

do not require modification.

Note Fax settings are not available to the Stratagy IVP8.

2. Make changes to the parameters. See “System Configuration” in Chapter 3 – Configure

Stratagy of the

3. Press

4. From the Stratagy System Config screen, press

5. If you pressed

ESC.

Stratagy IVP8 and Stratagy IVP8 is shut down and restarted. By shutting down and restarting Stratagy IVP8, the changes take effect.

...or

2. The changes are transmitted to Stratagy IVP8 but Stratagy IVP8 is not shut down or

restarted. Until you restart Stratagy IVP8, the changes do not take effect. ...or

3. The changes you made are cancelled and not saved.

continue, you must re-enter Stratagy Admin.

Stratagy R3 I&M Manual for instructions on changing the parameters.

1. The chan ges are transm itted to

1 to save the changes, press any key to reboot. The DOS prompt displays. To

24 Stratagy IVP8 Installation Guide 01/02

Page 37

Step 11: Configure Stratagy IVP8

Table 3 Stratagy IVP8 System Configuration Parameters – Definitions and Settings

Parameter Description

Specifies whether Stratagy should accept 0 as valid mailbox number. If the parameter is set to “false,” SMDI packets that include 0 for the “forwarding from station number”

accept_0_calling_id

(forwarded call SMDI packets) or for th e “calli ng station nu mber” (direct call SMDI packet) are not accepted.

Possible values: false (mailbox 0 not accepted), true (mailbox 0 accepted) Default: false

In order for Stratagy IVP8 to communicate with the Stratagy Admin PC connected to one of its serial ports, Stratagy IVP8 needs to know which port is to be used. This parameter defines the logical port that Stratagy IVP8 software uses.

Example: Set this parameter to 1 for logical serial port 1.

Installation

admin_port

console_slot_id

CAUTION! The connection may fail if the baud parameter for this port is set

higher than 9600 or the serial port definitions for this port do not correspond to the definitions for the COM port being used on the Stratagy Admin PC.

Possible values: 1 (COM1), 2 (COM2) Default: 2

Identifies to Stratagy IVP8 the physical slot in the Strata DK that contains the PDKU programmed for DSS console in Program 03 (type 64). The Stratagy IVP8 monitors this slot for the busy lamp field (see dss_active parameter), and Night Transfer.

For Strata DK40i/DK40/DK16e/DK16 and DK24, DK56, and DK96: the console_slot_id is always set to 0 (zero). Slot ID 0 corresponds to card slot S11 for DK40i/DK40/DK16e/ DK16 or slot 01 for DK24, DK56, and DK96.

CAUTION! For Strata DK16: If this parameter is set to 1, Stratagy IVP8 is disabled.

All ports return “ring no answer” when dialed.

For Strata CTX100/CTX670, DK424i/DK424 and DK280: se t this para me ter per the

following table.

CTX100/CTX670

DK424i/DK424/DK280 Slot Assignment Console_slot_id

11, 31, 51 0 12, 32, 52 1 13, 33, 53 2 14, 34, 54 3 15, 35, 55 4 16, 36, 56 5

Important! For this feature to work, the PDKU must reside i n an odd n umbere d cabinet

(see Figure 2 on page 14 for examples). In all applications, the Strata gyIVP8 must reside in a higher-numbe red slot

in the same cabinet or next even numbered cabinet as the PDKU card (defined as console_slot_id).

Possible values: 0~5 Default: 0 (zero)

Stratagy IVP8 Installation Guide 01/02 25

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Installation

Step 11: Configure StratagyIVP8

Table 3 Stratagy IVP8 System Configuration Parameters – Definitions and Settings (continued)

Parameter Description

Stratagy IVP8 monitors the Busy Lamp Field (BLF) indicators on the Strata CTX/ Strata DK’s DSS console port to determine if an extension is busy before attempting to transfer. This parameter corresponds with the DSS Port field assignment in the Users Option Menu of a User ID.

dss_active

True: Stratagy IVP8 monitors the BLF indicators before attempting to transfer a call. False: Stratagy IVP8 does not monitor the BLF indicators.

ksu_time

Important! If this parameter is set to false, the DSS Port field on the Users Option

Menu is disabled.

Possible values: true, false Default: false

Synchronizes Stratagy IVP8’s system clock with the system clock of the supporting Strata CTX/Strata DK telephone system.

Information obtained by Stratagy IVP8 from the Strata CTX/Strata DK system does not contain “second” time; therefore, there may be a 1~60 second difference between the Strata CTX/Strata DK system and the KSU time displayed on the main menu of the Stratagy Admin program.

Important! The Stratagy IVP8 electronically moni tors the clock inf orm ati on on the L CD

of the defined PDKU port. If other LCD messages (e.g., message waiting callback information) appear over the system time, the StratagyIVP8 is unable to consistently synch to the KSU time.

True: Stratagy IVP8 synchronizes the Stratagy IVP8’s system clock with the

Strata CTX/Strata DK’s system clock. The KSU time displays at the top right corner of the Main Menu. Setting this parameter to true, disables the daylight_saving_time parameter.

False: Stratagy IVP8 does not use the Strata CTX/Strata DK’s system clock.

Important!

• The Strata DK uses a 24-hour system clock, but does not notate a.m./p.m. on the

LCD display. Because of this, during the initial installation or when the system has been shut down for any extended time, it is necessary to program the correct date and time in the Stratagy IVP8 Main Menu, Date/Time function or via System Administrator’s mailbox.

• This feature requires SMDI integration to work with the Strata CTX.

Possible values: true, false Default: false

Defines the model of Strata CTX/Strata DK that is used as the host system.

pbx_type

trace_cap

Possible values: DK8, DK16, DK16E, DK24, DK56, DK96, DK1 4/40, DK14/40S

(DK24/40 with SMDI), DK280, DK280S (DK280 with SMDI), DK424i, DK 424 , DK424S (DK424 with SMDI)

Default: DK424i/DK424 Defines the size of the TRACE.OUT file in kilobytes. When the size of the file reaches its

defined maximum, new data begins to overwrite the oldest data in the file, generating a continuous loop of information.

Possible values: Values vary depending on the amount of Trace information required

and the space available on Stratagy IVP8’s hard drive. If this value is set high, it could take an excessive amount of time to copy the file to the portable/desktop co mp ute r. A standard setting is 1440 for cop yi ng the file to the portable/desktop computer’s floppy-disk drive.

Default: 1000 (kilobytes = 1 megabyte)

26 Stratagy IVP8 Installation Guide 01/02

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Step 12: Program the Mailboxes

Busy Station Identification

T o use thi s feature you must config ure the console_slot_id and dss_active parameters, pro gram the

DSS Port field (see Step 12: “Program the Mailboxes” on page 27), and install/program a PDKU

as the DSS console (

see “Busy Station Identification” on page 7).

➤ To configure the feature in Stratagy

1. Set the dss_active parameter to TRUE.

2. Configure the DSS Port field on the User Menu – Options screen for each mailbox.

Important! Once the DSS/Busy Lamp feature has been programmed using the two parameters

and the DSS Port field, Stratagy IVP8 must be restarted two times. The first restart configures the DSS parameters/field. The second restart “loads” the DSS parameters/field into active memory.

Stratagy IVP8 System Time

Using the ksu_time parameter, you can synchronize Stratagy IVP8’s system clock with th e sys te m clock of the supporting Strata CTX/Strata DK telephone system. Setting this parameter to true, disables the

daylight_saving_time parameter.

Installation

Note An LCD telephone must always be physically i nstall ed on the fi rst port of the PDKU car d in

the Strata DK (defined in console_slot_id parameter). During installation, the Stratagy IVP8’s system ti me must be reset prior to syching with the Strata CTX/Strata DK. See “ksu_time” on page 26 for details.

This feature requires SMDI integration to work with the Strata CTX.

Step 12: Program the Mailboxes

➤ Program the User mailboxes for the customer’s application. See “Software” on page 3 for

Stratagy IVP8 special features on the Main Menu and Users Menu, Options screen. See

Chapter 6 – Users Menu, Chapter 7 – Auto (Scheduling) Menu and Chapter 8 – Notify Menu in

the

Stratagy R3 I&M Manual for complete details on using the screens.

Step 13: Program the Applications

Note See Chapter 9 – Token Programming in the Stratagy R3 I&M Manual for complete details

on all the Stratagy tokens.

Exclusive Stratagy IVP8/Stratagy DK T ok en s

Tokens available exclusively for the Stratagy IVP8/Stratagy DK are:

• KM – Enables a Stra tagy Admin PC ’s modem to communicate with the Stratagy IVP8 interna l

modem (2400 baud). This token is factory programmed in User ID 993. Example:

@KM

• KT() – Directs calls to a designated User ID when DSS function is active (dss_active = true),

the DSS port is assigned in the “answering” mailbox, and the Night Transfer on the DSS console is On.

Syntax:

Stratagy IVP8 Installation Guide 01/02 27

KT(XXX)G(YYY)

where:

XXX Box number used when Night Transfer is On. YYY Box number used when Night Transfer is Off.

Page 40

Installation

Step 13: Program the Ap plications

Night T ransfer Alternate Routing

The KT( ) token is used by the Night Transfer Alternate Routing feature. The feature monitors the DSS/BLF console’s Night Transfer key in order to activate the applications.

Stratagy IVP8 cannot be programmed to monitor the Night Transfer key when programmed on a telephone only DSS Console. However, a Night Key can be programmed on both a telephone and DSS Console.

Program Example

The following is an example on how to program this feature. In this example, we use:

• User ID: 900

• User ID when Night Transfer is On: 901

• User ID when Night Transfer is Off: 990

➤ To program the Stratagy IVP8 for Night Transfer Alternate Routing

1. Define the Users record to contain:

KT( ) token for alternate routing

User ID 900

Extension @KT(901)G(990) Do Not Disturb OFF Store Messages NO DSS Port port number

Note Set this field to the first port of the PDKU card designated for DSS/BLF

console and defined by the console _slot_id parameter . If PD KU is in card sl ot 11, then DSS Port assignment is 0. Strata CTX/Strata DK assigns the first port of the slot 64 card as a DSS “host” port.

2. In the Stratagy System Configuration file:

• Set the box_grt parameter for the specific port and type in 900.

Important! Remember to program a User ID (e.g., User ID 991) as the Done Chain of the

mailbox designated in the box_grt parameter (in this example 900) to prevent the Stratagy IVP8 from entering a loop that can cause Stratagy IVP8 software to lock up. Refer to Technical Bulletin TB40-0002 “Programming Caution” available on the Internet FYI site.

• Activate the dss_active parameter by setting it to true.

3. Access the User ID 901 mailbox via telephone and record greeting 1.

When the Night Transfer key is enabled, calls for the specific port are routed to User ID 901. When the Night Transfer key is disabled, calls route to User ID 990.

%K Token

Stratagy IVP8 recognizes the Calling Party Identification when sent from the Strata CTX/ Strata DK telephone system through a SMDI integration.

Once a value is deter mine d to be a Calling Party I D num ber, it is stored in a buff er ( the duration of the call. A User ID programmed with a token application that reads the performs the programmed function (e.g., a database look up for call routing based on the number calling). When the call is completed, the value stored in the buffer (

%K) is cleared.

28 Stratagy IVP8 Installation Guide 01/02

%K token) for

%K value

Page 41

Step 13: Program the Ap plications

SMDI Calling Party Identification

The Strata CTX/Strata DK telephone system only provides the Stratagy IVP8 with incoming Calling Party ID via SMDI integration. Data messages or packets are sent into the system to provide information concerning the type of call and the calling party ID.

Note When configuring the Stratagy IVP8 for SMDI, make sure both the Stratagy IVP8 and the

telephone system are configured concurrently. If the phone system is configured for a 10digit Calling Party ID, the Stratagy IVP8 must also have the proper 10-digit integration patterns in the Sys tem I nte gra ti on Patterns screen (see page 22). Also make sure the correct notification template has been selected in the User ID Notify screen.

See Chapter 11 – SMDI Serial Integration in the Stratagy R3 I&M Manual for detailed information on SMDI, caller ID, and

%K token use.

New User Tuto rial Introductory Recording

The New User Tut orial fe ature pla ys a introd uction pro mpt prior to beginning t he tutori al. St ratagy comes with a default recording that is saved in the system as a voice file called ‘TUTORIAL.VOX’. This file can be found in the STRATAGY directory on the hard drive.

This prompt can be rerecorded to personalize the introductory recording. For example the recording could say, “The following is a new user tutorial that will walk you through the set up of your mailbox... Please see Jane Doe your Installation Coordinator for XYZ Telecom if you have any questions.”

Installation

The default recording can be rerecorded by the use of Token Programming.

Rerecord Tutorial

1. Create a new User ID in the system.

2. In the Extension field enter:

@KR(C:\\STRATAGY\\TUTORIAL.VOX)G(991)

@ stop normal processing KR record a voice file ( ) file name and location within parentheses G(991) Go to User ID 991

3. Call into the Stratagy system and dial the newly created mailbox. A beep will be heard to indicate the start of recording.

4. Record the new TUTORIAL.VOX, finish recording by pressing

.

5. To rerecord, redial the mailbox number.

6. To playback the new recording, create an addi tiona l User I D wit h the fo llowin g Token string in its Extensi on field:

@P(X,C:\\STRATAGY\\TUTORIAL.VOX)G(991)

@ stop normal processing X valid DOS file name ( ) file name and location within parentheses G(991) Go to User ID 991

7. As with all Token Programming, make sure that the Do Not Disturb feature is Off or the token program will not run.

Stratagy IVP8 Installation Guide 01/02 29

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Installation

Step 14: (Optional) Shut Down Stratagy IVP8 System

Step 14: (Optional) Shut Down Stratagy IVP8

System

The restore_config parameter defaults to true in the Stratagy System Configuration file (see

Chapter 3 – Configure Stratagy in the

System Recovery process. The Stratagy IVP8 uses the Automatic System Recovery process (see

page 42) to restore the last known good configuration if it encounters a problem on restart.

With

restore_config set to true, you must now shut down and restart with the current software

version (see “Shut Down Stratagy IVP8” on page 40) to save the revised configuration files, etc. This ensures that if an error is encountered during boot up the Stratagy IVP8 reboots using the most current database.

Stratagy R3 I&M Manual) and enables the Automatic

Step 15: (Optional) Back up Database, Mailbox

Names and Greetings

When you finish the install ation process, we recommend you ba ck up your new da tab ase, mail box names and greetings. See “Backup Utility” on page 33 for inst ructions.

30 Stratagy IVP8 Installation Guide 01/02

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Maintenance 3

The Stratagy Admin so ftware provide s the util ity and diagnost ic programs to main tain and monit or the Stratagy IVP8 system.

This chapter discusses:

• Tools Utility – Available from the Main Menu, this utility consists of procedures that:

• Back up and restore data bases and/or mailbox names and greetings

• Upgrade Stratagy IVP8 software

• Retrieve trace files

• Copy files to and from the flash drive of the Stratagy IVP8 and the hard dr ive of the

Stratagy Admin PC

• Configure the Stratagy IV P8 software

• Change the Toshiba Plug and Play option

• Modify codes and integration patterns using the Telephone System Configuration option

Note For instructions on using the Stratagy System Configuration, Toshiba Plug and Play, and

Telephone System Configurations options, see Step 11: “Confi gur e Stratagy IVP8” on page

21.

• Shut down the Stratagy IVP8 – This function consists of six shutdown options: Shutdown

and Restart Current Version; Shutdown and Trace Current Version; Shutdown and Start New Version; Shutdown and Start Old Version; Shut down, Scandis k and Restar t; and Shut down and Stop for Power off.

• Automatic System Recovery – This feature controls the startup procedure in case a pro blem is

detected during the restart process.

• Diagnostics – Stratagy IVP8 has powerful troubleshooting tools. The following three files

assist you in determining the source of a problem:

• TRACE.OUT logs the Stratagy IVP8’s activity.

• STRAT AGY.LOG contai ns info rmation o n how many channels (ports ) the s ystem started up

with and the CKDB execution summary (t ells you bas ically t hat all of yo ur messages ha ve a home), etc.

• MSG.LOG logs all messages received and every mailbox that checks for messages along

with the DMTF entered.

• Stratagy IVP8 Voice Port Upgrade gives you information required when requesting a port

upgrade.

Stratagy IVP8 Installation Guide 01/02 31

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Maintenance

Tools

This section discusses the Tools menu (shown below). For the Telephone System Configuration, Toshiba Plug and Play, and Stratagy System Configuration options, see Step 11 : “Configure

Stratagy IVP8” on page 21 for details.

Backup Utility

Restore Utility

Upgrade Stratagy Software

Edit Telephone Systems Dial Codes

Telephone System Configuration

(select dial codes)

Edit System Integration Patterns

Tools Menu

(select menu item)

2060

Toshiba Plug and Play

Stratagy System Configuration

Retrieve Trace File

Filecopy

Strata DK14/40i

Strata DK14/40i SMDI

Strata DK424i B1, B2, B3

Strata DK424i B1, B2, B3 SMDI

Strata DK424i B5

Strata DK424i B5 SMDI

Parameters

32 Stratagy IVP8 Installation Guide 01/02

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Backup Utility

The Stratagy IVP8 Backup Utility is used to back up information from the Stratagy IVP8 flash drive to the hard drive of the Stratagy Admin PC.

CAUTION! Because of possible errors that can be induced through the telephone network,

Toshiba advises that you perform the Backup Utility on site.

Backup functions are avai lable for eit her a customer’s database or mailbox names and greetings, or both. They consist of :

• Database

All mailbox settings and infor mation, S tratagy IVP8 system configuration settings, notific ation templates, auto schedules , and all information concerning the selected telephone system’s integration information.

• Mailbox names and greetings

All names and greetings that have been recorded for all programmed mailboxes (personal and company).

Backing up your Stratagy IVP8 system regularly enables you to restore the system with minimal data loss if the system fails.

Maintenance

Tools

Note Mess ages cannot be backed up.

CAUTION! During the Backup and Restore procedures, the Stratagy IVP8 cannot process

calls. When any Backup or Restore fun cti on is sele cted, Str atagy Admin q ueries the Stratagy IVP8 concerni ng calls cu rren tly in pr ogr ess. If calls ar e in pr ogr ess, Stratagy Admin asks if the calls can be terminated. If call termination is selected, any current connection is disconnected, and all ports are commanded to go off-hook to prevent any further calls. If call termination is denied, the Backup or Restore procedure is halted.

If the connection between the Stratagy Admin PC to the Stratagy IVP8 is lost, communication can be re-established by simply shutting down and restarting the Stratagy Admin in the usual manner.

If the connection between the Stratagy Admin PC and the Stratagy IVP8 is through the internal modem, that connection is the only one NOT dropped if a Backup or Restore function is selected. If this type of connection is dropped, the Stratagy IVP8 port goes idle and accepts new incoming calls. Connection to the internal modem can be re-established through this port.

Stratagy IVP8 Installation Guide 01/02 33

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Maintenance

Tools

Back up the Database(s)/Names/Greetings

1. From the Tools menu, press Enter.

2. From the Backup screen (shown at right), enter the selection number.

A second screen requesting a backup directory displays.

3. The directory defaults to

C:\ADMIN3\BACKUP on

the Stratagy Admin PC. If you want the back up to be stored in a different directory, type over the default. Press

Enter.

We recommend that the new directory name represent the site that is b eing backed up. For example, if backing up ABC Company, you can enter the directory name

“

C:\ADMIN3\BACKUP\ABC”.

Notes

• You cannot back up files to the Stratagy Admin PC’s floppy disk drive.

3234

• Be sure to enter the complete path, including the drive letter.

4. (Optional) If you entered selection 2 “Backup Names & Greetings” in Step 2, you are asked to enter a beginning and ending mailbox number. Type the mailbox numbers and press after each entry.

Note Leaving both fields blank defines all mailboxes.

...or if you entered sel ection 3 “Backu p Databas e, Names & Gree tings ” in Step 2, press in the mailbox fields to leave them blank.

Important! This selection backs up the entire database and all names and greetings. Y ou cannot

backup selective mailboxes.

Before the backup starts, Stratagy Admin calculates the time the backup takes and displays a status message (sample shown at right).

5. Verify that the S trata gy Admin PC has e nough availabl e disk spa ce to accommodate t he backup file.

Based on the Strata gy IVP8’s estimated Backup time (shown on your screen), use the calculatio ns shown belo w to estimate the required hard drive space.

Transmitting at: Bytes Per Second (bps) written to

hard drive :

Enter

3235

9600 bps 800 bytes 4800 bps 400 bytes 2400 bps 200 bytes

Example: If Strat agy Admi n dis plays a five minute backup time and communication is at 9600 bps, then:

5 minutes = 300 seconds 300 seconds x 800 bytes = 240,000 bytes

BPS values are not exact. Additional amounts have been factored in to estimate a higher quantity of space than is actually requ ired.

34 Stratagy IVP8 Installation Guide 01/02

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6. If your Stra tagy Admin PC’s hard drive has enough available disk space, pres s

to backup the files ...or if not, press

N to cancel

the backup procedure.

7. Press

CAUTION! If Stratagy IVP8 is not rebooted, all ports remain in an off-hook condition.

Y to continue.

8. When the backup is complete, pr ess Y to reboot S t ratag y IVP8. The Stratagy Admin PC retu rns to the

C:\ADMIN3 DOS prompt.

Note Y ou canno t re connect to S trat agy IVP8 using Stratagy Admin until the Strat agy IVP8 status

light is green. Any attempt prior to that time fails.

Restore Utility

Maintenance

Tools

3236

CAUTION! Because of possible errors that can be induced through the telephone network,

Toshiba advises that you perform the Restore Utility on site.

The Stratagy IVP8 Restore Utility is used to restor e pr evi ously backed up names, greetings and/or database fr om the Stratagy Admin PC to the Stratagy IVP8.

Restore the Database(s)/Names/Greetings

CAUTION! Stratagy IVP8 Voice Processing is suspended during the resto re procedure. Any

existing connection is broken. For additional information on the Restore procedure, see the Caution on page 33.

1. From the Tools menu, press

2. From the Restore screen (shown at right), enter the selection number. A second screen displays requesting the source directory.

3. The directory defaults to file(s) backed up to a different director y, type over the default. Press

Notes

C:\ADMIN3\BACKUP on the Stratagy Admin PC. If you have the

Enter.

3240

• Restoring files from the Stratagy Admin PC’s floppy disk drive is not supported.

• Be sure to enter the complete path, including the drive letter.

4. (Optional) If you entered selection 2 “Restore Names & Greetings” in Step 2, you are asked to enter a beginning and ending mailbox number. Press

Note Leaving both fields blank defines all mailboxes.

...or if you entered sel ection 3 “Rest ore Dat abase, Na mes & Greeti ngs” in Step 2, press in the mailbox number fields to leave them blank.

Stratagy IVP8 Installation Guide 01/02 35

Enter after each entry

Enter

Page 48

Maintenance

Tools

Important! This selection restores the entire database and all names and greetings. You cannot

restore selective mailboxes.

Before the restore starts, Stratagy Admin calculates the time the process takes and displays a status messa ge (sample sho wn at right).

3239

5. Press

Y to restore the files

...or

N to cancel the

procedure.

6. Press

CAUTION! If Stratagy IVP8 is not rebooted, all ports remain in an off-hook condition.

Y to continue.

7. When the restore is complete, press Y to reboot Stratagy IVP8. The Stratagy Admin PC re turns to the

C:\ADMIN3 DOS prompt. When the Stratagy IVP8 status light becomes a solid green,

Stratagy IVP8 is operational.

Note Y ou canno t re connect to S trat agy IVP8 using Stratagy Admin until the Strat agy IVP8 status

light is green. Any attempt prior to that time fails.

Upgrade Stratagy IVP8 Software

To upgrade Stratagy IVP8 system software, you need the correct set of upgrade disk(s).

CAUTION! Because of possible errors that can be induced through the telephone network,

Toshiba advises that you perform the Upgrade Utility on site.

1. From the Tools menu, press

3. The Upgrade screen

displays (shown at right).

3236

2. Place the upgrade disk into the Stratagy Admin PC’s floppy disk drive.

3. The default directory is

A:.

If your Stratagy Admin PC uses a different drive, type

3251

over the de fault. Press

Enter.

4. When the upgrade pr oce dur e i s c omple te, press any key. The S t ratagy Admin PC returns to the

C:\ADMIN3 DOS prompt. When the Stratagy IVP8 status light becomes a solid green,

Stratagy IVP8 is operational.

Note Y ou canno t re connect to S trat agy IVP8 using Stratagy Admin until the Strat agy IVP8 status

light is green. Any attempt prior to that time fails.

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Page 49

Retrieve Trace File

This function copies the tra ce da ta l og fi le (TRACE.OUT) t o the S tratagy Admin PC’s hard drive. As part of th is function, a Trace Filter Setu p screen (see Figure 5 on page 38) enables you to specify the filtering rules for selecting the desired trace records.

After Stratagy Admin filters the trace data, it decodes and expands the data into readable records containing the information requested by you in the Trace Filter Setup screen.

Note The size of the trace file can be set using the trace_cap parameter in the install.cfg file of

Stratagy IVP8 (see

1. From the Tools menu, press

2. The trace file name defaults to

TRACE.OUT. F rom the

Retrieve Trace File screen,

Enter.

press

3. Enter the directory where you want to copy the file. The default is:

C:\ADMIN3.

If you need a different directory, type over the default. Press directory already e xis ts, you are gi ven the optio n of ent ering a new dir ector y or ove rwrit ing th e file. The Trace Filter Setup screen displays (see Figure 5 on page 38).

“trace_cap” on page 26 for a description of the parameter).

Enter. Be sure to enter the complete path. If the

Maintenance

Tools

3237

4. Select the items you want included in the

page 38.

5. When you are finished, press

Alt+e.

Once the data has been expanded, Strata gy IVP8 copies the file to the directory/file specified in

Step 3 of this procedure. A

dialog status box displays (shown at right).

When the copy is comple te, another status box displays (shown at right):

You can use any text editor to review the file.

TRACE.OUT file. Refer to the field descr iptions on

3253

3254

Stratagy IVP8 Installation Guide 01/02 37

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Maintenance

Tools

Trace Filter Setup Screen

Figure 5 Trace Filter Setup Screen with System Defaults

3248

The following fields appear on the screen:

Filecopy

Use Stratagy Admin’s Filecopy option to copy files to and from the flash drive of the Stratagy IVP8 and the Stratagy Admin PC’s hard drive.

1. From the Tools menu, press

8. The Filecopy screen

displays (shown right).

2. In the

3. Highlight

4. In the

Source Syst em field

(where the file currently resides), press

F2 to display

a pop-up box of selections.

PC to copy from

the Stratagy Admin PC or

Stratagy to copy from the St ratagy IVP8. Press Enter.

Copy From field, type the directory name, if necessary, and the file name.

3249

Note If a directory name is not entered, Filecopy searches the Stratagy IVP8 or Stratagy Admin

directory (Stratagy Admin PC) for the file to be copied.

5. Press

6. In the

Note If a directory name is not entered, Filecopy assigns the destination for the file to the

Enter when finished.

Copy To field, type the directory name, if necessary, and the file name.

Stratagy IVP8 or Stratagy Admin directory.

7. Press

Enter when

finished. While Stratagy IVP8 copies the file, a dialog status box displays (shown at right).

3253

When the copy is comple te, this status box displays (shown right):

3254

8. Press any key to continue.

Stratagy IVP8 Installation Guide 01/02 39

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Maintenance

Shut Down Stratagy IVP8

Occasionally you need to shut down, or exit, Stratagy IVP8 call processing. Circumstances include:

• Turning power off to perform hardware maintenance

• Moving the system to another location

CAUTION! Never shut Stratagy IVP8 down by turning off the Strata CTX/Strata DK’s

power. Doing so may corrupt the system files that are in use and damage the hard disk.

Methods of Shutdown

Stratagy IVP8 can be shut down in two ways:

• From a telephone dial pad

• From the Shutdown function on the Stratagy Admin’s Main Menu

Shutdown Using the Telephone Dial Pad Method

Important! System shutdown using the telephone dial pad is not operable if the Stratagy Admin

is connected.

➤ To enable shutdown procedure and change mailbox 983 security code

Important! It is extremely important that the security code for mailbox 983 be changed. If the

security code is not changed, it is possible for someone who knows Stratagy IVP8’s default password scheme to call into the system and shut it down.

1. Using Stratagy Admin, log on to the Stratagy IVP8. The Stratagy Admin Main Menu displays.

2. Press

3. In the

4. Using the arrow down key, place the cursor in the

5. Type the new security code.

Note For added security, the security code does not appear on the screen as you type it.

6. Navigate to the

7. Press the spacebar to change the field from On to Off.

Note Changing the Do Not Disturb option enables the token programming residing in the

Alt+U. The Users Menu, Options screen displays.

User ID field, type 983 and press Enter. The Options screen displays for box 983.

Security Code field.

Do Not Disturb field.

Extension field of the mailbox. It is the token string in this mailbox that performs the

shutdown procedure.

8. Press

Alt+S to save the changes.

➤ To shut down the Stratagy IVP8 using the telephone dial pad

1. From the telephone dial pad, call Stratagy IVP8. Once you dial into Stratagy IVP8, the system answers with the standard company greeting. Stratagy IVP8 prompts you to enter the User ID.

2. Enter

Important! You must wait until the entire prompt has been played before entering the security

. Stratagy IVP8 prompts you to enter the security code.

code. If the cod e i s ent ered prior to the completion o f the prompt, the shutdown does not occur.

40 Stratagy IVP8 Installation Guide 01/02

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Shut Down Stratagy IVP8

3. Enter the new security c ode (the default is ) and press . All inactive channels are taken off-hook. All ac tive channels are given a 60 second time de lay to complete process ing the current activity. After 60 seconds, they are disconnected and the system shuts down.

Note The Stratagy IVP8 is completely shut down when the status light is Out and all port LEDs

are On.

Important! For security reasons, you should change the default security code.

Shutdown Using the Stratagy Admin’s Main Menu

1. From Stratagy Admin’s Main Menu, select Shutdown by pressing Alt+s. Stratagy IVP8 asks for the password.

2. Enter the password (the default is select one of the following options:

Stratagy) and press Enter. The screen enables you to

• Shutdown and Restart CURRENT Version — Restarts Stratagy IVP8 (equivalent to

pressing the

Esc key on the current Stratagy IVP8 platform).

• Shutdown and Trace CURRENT Version — Shuts down, then restarts Stratagy IVP8 in the

TRACE mode (TRACE.OUT file is created) on St ratagy IVP8’s flash drive. See “Trace” on

page 42 for details.

• Shutdown and S tart NEW Version — Shut s down, then restart s Strat agy IVP8 using the new

database and new Stratagy IVP8 system software, if any.

Maintenance

• Shutdown and Start OLD Version — Shuts down, then restar ts Stratagy IVP8 using the

software version previous to the upgraded software.

• Shutdown, SCANDISK, and Restart — Shuts down, runs ScanDisk program and then

restarts Stratagy IVP8.

Note There is no screen interaction during the running of the ScanDisk Utility.

• Shutdown and STOP for power off — Takes Stratagy IVP8 off-line and does not restart it.

Notes

• The Stratagy IVP8 is completely shut down when the status light is Out and all port

LEDs are On.

• This option is not available when accessing Stratagy IVP8 remotely.

• This is the only option on the Shutdown menu that parks the head.

3. From the Shutdown Menu, highlight your selection and press Enter.

4. If you chose the “Shutdown and STOP for power off” option, Stratagy IVP8 asks you to confirm the shutdown. Type

Y to confirm. The DOS prompt (C:\ADMIN3) displays.

➤ To restart/reset the Stratagy IVP8 system after selecting “Shutdown and STOP for power

off” option

Note If you select any of the first five options on the Shutdown Menu, Stratagy IVP8

automatically restarts.

1. Holding the Stratagy IVP8 by the edges or the strap, gently pull the card part way out of the slot. The card needs only to be pulled out so that the connectors do not meet.

2. Wait a few seconds and then gentl y push the card back into place. Apply firm, even pressure to ensure proper mating of the connectors. This automatically restarts the system and puts all channels on-hook and ready to accept calls.

Stratagy IVP8 Installation Guide 01/02 41

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Maintenance

Automatic System Recovery

The Stratagy IVP8 Release 3 software has a new feature called Automat i c Syst em Recovery. If an unsuccessful startup is detected by the program, the system copies the problem files to a subdirectory and restarts using the last successful startup files (i.e., Stratagy IVP8 batch and configuration files, and mailbox database).

To receive notification of the unsuccessful startup, a new designate an User ID Mailbox to receive the message. The Notify menu for the mailbox can be set for a new “Panic” notification type.

See the

Stratagy R3 I&M Manual for a complete description of this feature.

Diagnostics

Stratagy IVP8 has several very powerful troubleshoot ing tools—TRACE.OUT, STRA TAGY.LOG, and MSG.LOG. All three of these files are stored in the Stratagy IVP8 directory and are best utilized in combination with each other. For example, if you are looking for actions related to a specific message, enable MSG.LOG and start a trace. If you think you have a site with a power problem, viewing STRATAGY.LOG and TRACE.OUT would be the best course of action.

Trace

Trace i s a di agnostic tool designed to assist you in troubleshooting Stratagy IVP8’s activity. When Trace is enabled, it is automatically turned o n when Stratagy IVP8 loads up and logs data until Stratagy IVP8 software is shut down.

The Stratagy IVP8 stores the trace data in a t ext fi l e ca ll ed TRACE.OUT. The size of the trace file can be configured using the the trace file in kilobytes. When the size of the trace file reaches the setting limit, the existing file is overwritten, beginning with the oldest record.

To copy the TRACE.OUT file to the Stratagy Admin PC’s hard drive, use th e Retrieve Trace File option on the Tools menu (see “Retrieve Trace File” on page 37).

error_box parameter enables you to

trace_cap parameter (see Table 3). This parameter defines the size of

➤ To enable TRACE.OUT

1. From the Main Menu, press password.

2. Enter the password (the default is

3. From the Shutdown Menu, highlight Shutdown and Trace CURRENT Version option. Press

Enter. A dialog box displays asking you to confirm the shutdown.

4. Press

5. (Optional) Restart Stratagy Admin.

Y to continue. Stratagy IVP8 shuts down, then restarts in Trace mode. Trace runs

continuously until Stratagy IVP8 is shut down. The DOS prompt displays on the Stratagy Admin PC.

Alt+s to select the shutdown function. Stratagy IVP8 asks for the

Stratagy) and press Enter.

42 Stratagy IVP8 Installation Guide 01/02

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STRATAGY.LOG

Stratagy IVP8 contains a file named STRATAGY.LOG that is written to every time the Stratagy IVP8 system properly shuts down and successfull y boots up. If a S t ratag y IVP8 system is turned off without a proper shutdown, there may be file corruption. A startup without a shutdown preceding it in the STRATAGY.LOG is the first indication.

Some of the information contained in this file is how many channels (ports) the system started up with and the CKDB execution summary that tells you basically that all of your messages have a home.

➤ To copy STRATAGY.LOG

Maintenance

Diagnostics

1. From the Tools menu, press

2. Using the Filecopy option, copy the STRATAGY.LOG file to the Stratagy Admin PC’s hard drive. You can view it using any common text editor.

8. The Filecopy screen displays (see page 39 for details).

MSG.LOG

If you need to check actions related to specific types of messaging, you can enable MSG.LOG in the System Configuration file. In this file, Stratagy IVP8 logs every message received and every mailbox that checks for messages along with the DTMF entered.

Important! Since the MSG.LOG file continuously collects information, we recommend that you

do not enable t he file unless you are looking for specific information. Ot her wise, the file takes up space on the hard driv e that could be used for message storage.

➤ To enable MSG.LOG

1. From the Tools menu, press listed in alphabeti cal order.

2. Enable the

#set msg_log ‘MSG.LOG’

See Chapter 3 – Configuring Stratagy IVP8 in the Stratagy R3 I&M Manual for instructions.

3. Press

4. From the Stratagy System Config screen, press transmits the file to the Stratagy IVP8.

msg_log parameter by removing the # sign in the string:

ESC. The Stratagy System Config screen di splays.

6. The system configuration file displays. The parameters are

1 to save your changes. Stratagy Admin

5. When complete, press any key to continue. The system starts logging the information to the MSG.LOG file. The DOS prompt displays.

6. (Optional) Restart Stratagy Admin.

➤ To copy MSG.LOG

1. From the Tools menu, press

2. Using the Filecopy option, copy the STRATAGY.LOG file to the Stratagy Admin PC’s hard drive. You can view it using any common text editor.

Stratagy IVP8 Installation Guide 01/02 43

8. The Filecopy screen displays (see page 39 for details).

Page 56

Maintenance

Upgrading Stratagy IVP8 Voice Ports

Upgrading the number of voice ports on the Stratagy IVP8 does not require any hardware. Please call Customer Service with the followin g information :

• Dealer Name and Number

• Order Number

• Dealer Contact and telephone number

• Site telephone number

• Stratagy IVP8’s modem telephone number, if different from the site telephone number

• Stratagy IVP8 system’s password

The port upgrade is activated by Toshiba remotely.

Note The Stra tagy IVP8 must be reset fo r the new ports to be activa ted.

44 Stratagy IVP8 Installation Guide 01/02

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Index

about this guide

conventions organization, iii related, iv

accessing Stratagy IVP8, 20

local, 20 remote

direct dialing mode

manual dialing mode, 21 admin_port parameter, 25 automatic system recovery, 31, 42

, iii

, 20

backup utility, 33 busy station identification, 7, 27

calling party identification, 29 connections, 16

external modem, 17 local, 16 remote, 17

console_slot_id paramet er, 7, 25, 27

features

busy station identification night transfer alternate routing, 7, 28 Stratagy IVP8 system time, 7, 27

filecopy, 39

, 7, 27

hardware

status light voice port status lights, 3

, 3

installation, 9 integration

, 29

SMDI

internal modem, 2

ksu_time parameter, 7, 26~27

local access

connecting the cable

, 16

diagnostics

MSG.LOG STRATAGY.LOG, 43

trace, 42 DSS port field, 5 dss_active parameter, 7, 26~27

Stratagy IVP8 Installation Guide 01/02 45

, 43

main menu, 4

quit, 4

maintenance, 31 modems

external internal, 2, 17 portable/desktop computer, 17

MSG.LOG, 43

copy, 43 enable, 43

, 17

Page 58

Index

N ~ V

night transfer alternate routing, 7, 28

parameters

admin_port

console_slot_id, 7, 25, 27

dss_active, 7, 26~27

ksu_time, 7, 26~27

pbx_type, 26

trace_cap, 26 pbx_type parameter, 26 portable/desktop computer, 16 program

application

mailboxes, 27

Strata DK, 10

, 25

, 27

quit function, 4

remote access

direct dialing mode

manual dialing mode, 21 restart Stratagy IVP8, 41 restore utility, 35

, 20

shut down

Strata DK

Stratagy IVP8, 40 shut down procedure

via telephone set slot assignments, 13

DSS/busy lamp field, 14 SMDI

calling party identification status lights, 3 Strata CTX, 10, 12 Strata DK, 11~12 Stratagy Admin, 15, 20

configuration fields, 19

configure software, 18

load software, 15 Stratagy IVP8

access

configure, 21

connect to portable/desktop computer, 16

, 11

, 40

, 29

, 20

install, 12 modems

external

internal, 17 shut down, 40 slot assignments, 13 system configuration, 24 system time, 7, 27 upgrading voice ports, 44 verify

basic auto attendant functions

operation, 14

port functions, 14

voice playback, 14

Stratagy software, 3

main menu, 4

STRATAGY.LOG, 43

copy, 43

, 17

telephone system configuration, 22 tokens

KM( ) soft modem, 7, 27 KT( ) forwards calls, 7, 27

tools utility, 21, 32

backup, 33 filecopy, 39 restore, 35 retrieve trace file, 37 upgrade Stratagy software, 36

Toshiba plug and play, 21 trace, 42

filter setup screen, 38 retrieve trace file, 37 trace out

, 42

enable

trace_cap parameter, 26

unpack and inspect, 9 upgrade Stratagy software, 36

voice ports, 3, 44

, 14

46 Stratagy IVP8 Installation Guide 01/02

Page 59

Page 60

Toshiba America Information Systems, Inc. Telecommunication Systems Division 9740 Irvine Boulevard, Irvine, CA 92618-1697 http://telecom.toshiba.com

Toshiba IVP8 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Publication Information

Before You Install Stratagy in Strata CTX...

Before You Install Stratagy in Strata DK...

Contents

Introduction

Organization

Conventions

Related Documents/Media

Hardware

Internal Modem

Status Light

Software

Voice Port Status Lights

Main Menu

Users Menu – Options Screen

AMIS Networking

Parameters

Tokens

Busy Station Identification

Stratagy System Time

Night Transfer Alternate Routing

Strata CTX Systems

Strata DK Systems

Strata CTX Systems

Strata DK Systems

Local Connection

Remote Connection

Remote Access

Toshiba Plug and P la y

Telephone System Configuration

Stratagy System Configuration

Busy Station Identification

%K Token

SMDI Calling Party Identification

New User Tuto rial Introductory Recording

Tools

Backup Utility

Restore Utility

Retrieve Trace File

Filecopy

Methods of Shutdown

Automatic System Recovery

Diagnostics

Trace

STRATAGY.LOG

MSG.LOG

Index