Toshiba IVP8 User Manual

Installation Guide

Stratagy IVP8

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.

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

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.

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.

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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.

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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.

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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

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.

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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.

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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.

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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

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

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

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

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

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

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

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

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

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

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