Toshiba Stratagy 4, Stratagy 6, Stratagy 24 User Guide

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STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

INSTALLATION AND MAINTENANCE MANUAL

SECTION 1 - GENERAL DESCRIPTION

SECTION 2 - INSTALLATION

Chapter 1 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Chapter 2 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Chapter 3 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 4 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 5 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Appendix A _ _ _ _ - - - - - - _ _ - - - - _

Introduction Before You Install

Installing the Hardware Accessing Stratagy Configuring and Backing Up Stratagy Checklists and Forms

SECTION 3 - PROGRAMMING

Chapter 1 _ _ _ _ _ _ _ _ _ _ - _ _ _ _ _ _ _ _ Chapter 2 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 3 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 4 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 5 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 6 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 7 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 8 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Chapter 9 _ _ _ _ _ _ _ _ _ _ - _ _ _ _ - _ _ _ Appendix A _ _ _ _ - - - - - - - - - - - - Appendix B _ _ _ _ - - - - - - - - - - - - -

SECTION 4 -FAULT FINDING

CHAPTER 1 - Fault Finding

SECTION 5 -MAINTENANCE AND UPGRADES

Chapter 1 _ _ _ _ _ _ - _ _ _ - - - - _ - - - Chapter 2 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

SECTION 6 - OPERATING PROCEDURES

SECTION 7 - TECHNICAL BULLETINS I

Introduction

How Stratagy Operates Accessing and Using Stratagy Customizing User ID Mailboxes Special Greeting User ID Mailboxes Token Programming Language Generating Reports

Backup and Filecopy System Administrator’s User ID Customization Forms Customization Examples

Maintaining the System

Upgrading the System

STRATAGY 4/6/24

AUGUST 1994

TOSHIBA SYSTEM PRACTICES

VOICE PROCESSING SYSTEMS

GENERAL DESCRIPTION

I AtoZ KELLATRONICS, INC,

All rights reserved. No pat-t 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 written permission of the publisher of this material.

STRATAGY 4/6/24

AUGUST 1994

TOSHIBA SYSTEM PRACTICES

STRATACY 4,6,

and

GENERAL END USER INFORMATION

The STRATAGY Voice Processing Systems are registered in

accordance with the provisions of Part 68 of the Federal Communications Commission’s Rules and Regulations.

FCC REQUIREMENTS

Means of Connection: The Federal Communications

Commission (FCC) has established rules which permit

STRATAGY systems to be connected directly to the telephone network. Connection points are provided by the telephone company-connections for this type of

customer-provided 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 complaint with the

FCC.

Service or Repair: For service or repair, contact your local

Toshiba telecommunications distributor. To obtain the

nearest Toshiba telecommunications distributor in your area, call Toshiba America Information Systems, Inc., Telecommunication Systems Division in Irvine, CA (714) 583-3700.

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 STRATAGY system, the telephone company will notify you in advance to give you an opportunity to

. maintain uninterrupted service.

Notification of Telephone Company: Before connecting a

STRATAGY system to the telephone network, the telephone company may request the following:

1. Your telephone number.

2. FCC registration number: 1 A92PJ-10975-VM-E

VOICE PROCESSING SYSTEMS

3. Ringer equivalence number: 0.6B. 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 (5.08). 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 ascertain the maximum REN for your calling area.

4. Network connection information USOC jack required: RJ14C.

RADIO FREQUENCY INTERFERENCE

Warning: This equipment generates, uses, and can radiate

radio frequency energy and if not installed and used in accordance with 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 Subpart 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 own

expense, will be required to take whatever measures may be

required to correct the interference. This system is listed with Underwriters Laboratory.

LISTED

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CHAPTER 1

CHAPTER 2

CHAPTER 3

SYSTEM OVERVIEW

General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .......

System Capacities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

System Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SYSTEM ARCHITECTURE..

Hardware ............................................................................................................................

Internal Components

Software.. ............................................................................................................................

Call Processing Control ......................................................................................................

Administrative Menus

SYSTEM DEFINITIONS AND APPLICATIONS

System Definitions.. .........................................................................................................

Basic Applications.. .............................................................................................................

Advanced Applications .......................................................................................................

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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CHAPTER 4

FEATURES.. .................................................................................................................................

CHAPTER 5

SYSTEM SPECIFICATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

FIGURE LIST

FIGURE TITLE

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TABLE

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Stratagy Applications.. Stratagy 4 and Stratagy 6 Stratagy 24 System

LIST

TITLE

List of Features...

Overview.. ...........................................................................................................................

System Features..

Administration Features.. ....................................................................................................

User Features .....................................................................................................................

Stratagy 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..

Stratagy 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..

Stratagy 24

...............................................................................................................

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..................................................................................................................

System.. ..............................................................................................

......................................................................................................................

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..

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CHAPTER 1

SYSTEM OVERVIEW

GENERAL

The Stratagy system is a multi-application voice

processing system, which is tailor-made for small- to

large-sized businesses. It has been designed to be flexible and easy to use, while offering a full range of features. (Refer to Figure l-1 .)

The Stratagy system easily integrates with most telephone systems, providing call coverage and routing for your entire organization. Stratagy also provides

enhanced integration with Toshiba telephone systems.

Chapter 4 includes general information on all Stratagy features and integration capabilities with telephone

systems.

Stratagy provides basic applications such as Automated Attendant to answer incoming calls, Call Routing to direct

calls, Telephone Answering to take messages when an

individual is unavailable or busy, and Voice Messaging to

create, send, receive, forward, and save voice

messages. Additionally, Stratagy’s Token Programming Language

provides the flexibility to design custom individual features and custom applications such as Fax

Integration, Interactive Voice Response, and more.

Stratagy is a turn-key voice processing system that runs

on a personal computer (PC) based platform. All service,

including installation and maintenance, is performed by

an authorized Toshiba dealer.

STRATAGY 6

The Stratagy 6, can be configured with 2,-4 or 6 ports, with six hours of message capacity. It consists of a 486 computer with 2MB of RAM. The Stratagy 6 integrates with most telephone systems. It does not have a monitor

or keyboard; it requires a lap-top computer for local and remote access. An optional external 2400 baud modem is available for remote maintenance.

STRATACY 24

The Stratagy 24, can be configured up to 24 ports, with a

storage capacity of 6, 20 or 33 hours. It consists of a 486 computer with 4MB of RAM. The Stratagy 24 integrates

with most telephone systems. It comes with a monitor

and keyboard for local access. An optional external 2400 baud modem is available for remote maintenance, which also requires a lap-top computer. It has full fax capabilities

SYSTEM TECHNOLOGY

The Stratagy system uses the following technology:

PC-based Architecture: The Stratagy system uses standard PC-based architecture to form the basis of its design. It uses a half and full length slot, PC bus form

factor motherboard. From two to four MB of RAM are

included, depending upon the configuration. DOS, Stratagy’s operating system, and the Stratagy customer’s configuration information, greetings and messages (database) are’stored on an internal hard drive.

Microprocessor: A 486SX, 25 MHz CPU is the microprocessor for all Stratagy systems.

Voice Board: Stratagy uses a PC-based voice board to

convert, compress and store analog voice signals on the internal hard disk drive.

SYSTEM CAPACITIES

Stratagy can be configured in various ways using three

different platforms. The Stratagy 4 and Stratagy 6 are

designed for small- to medium-sized businesses, and the

Stratagy 24 is designed for larger businesses.

STRATAGY 4

The Stratagy 4 can be configured with 2 or 4 ports, with six hours of message capacity. It consists of a 486 computer with 2MB of RAM. The Stratagy 4 integrates with the Strata DK8 and DK16 telephone systems only. It does not have a monitor or keyboard; it requires a lap-top computer for local and remote access. An optional external 2400 baud modem is available for remote

maintenance.

POWER REQUIREMENTS

The Stratagy system has an input power source which can be switched to 110 VAC or 220 VAC at 50-60 Hz.

MAINTENANCE

Stratagy systems are easy to maintain by an authorized

Toshiba dealer. Additionally, procedures for backing up,

restoring and maintaining the system software and/or

database are efficient and easy to perform.

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TELEPHONE ANSWERING

CALL

SCREENING

SINGLE

DIGIT MENUS

AUTO-ATTENDANT VOICE CALL

MESSAGING

ROUTING

INTERACTIVE

VOICE RESPONSE (IVR)

CENTREX

INTEGRATION

TELEPHONE SYSTEM

INTEGRATION

FACSIMILE

---- _

_--- ,..--

REPORTS

Figure l-1

Stratagy Applications

SUPPORTING DOCUMENTATION

You can find additional detailed information about Stratagy in the following manuals:

Feature Description Manual-Describes in detail each

feature of the Stratagy System. Installation and Maintenance Manual-Provides

installation requirements and documents installation and maintenance procedures for the Stratagy system. Also

STRATA DK8 & DK16 STRATA DK280

TOSHIBA PLUG AND PLAY

PAGING

includes System Administration forms and instructions to configure the system.

Stratagy User Guide- Provides the procedures necessary to operate the Stratagy System.

Quick Reference Guide-Provjdes a quick reference of

frequently-used features.

REMOTE

MAINTENANCE

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CHAPTER 2

SYSTEM ARCHITECTURE

This sections describes the main components of the

Stratagy System. It provides general descriptions of the

following:

n System Hardware n System Software n Call Processing Software n System Administration

HARDWARE

The hardware for the Stratagy system varies depending

upon the configuration. All telephone system connectors

and wiring are customer-supplied.

STRATAGY 4

Hardware: The Stratagy 4 consists of a standard DOS-

compatible 486 PC housed in a mini tower. The PC comes equipped with 2 MB of RAM, a 3.5” disk drive, and a hard disk drive, allowing up to 6 hours of

message storage. It supports 2 or 4 ports that connect to the telephone system. There is no

keyboard or monitor. An optional 2400 baud external

modem is available for remote operation. Because it

uses the same hardware, the Stratagy 4 can be

easily upgraded to a Stratagy 6.

Refer to Figure 2-1 for an illustration of the Stratagy 4 system.

Monitor and Keyboard: The Stratagy 24 comes

equipped with a monochrome monitor used to display Stratagy systems data. The accompanying keyboard allows the System Administrator to input commands and other information into the Stratagy system.

Refer to Figure 2-2 for an illustration of the Stratagy 24

system.

INTERNAL COMPONENTS

The following provides a brief description of Stratagy’s

internal components. MotherBoard: A 486SX, 25 MHz motherboard is

standard in all configurations of the Stratagy system.

Voice board: A voice board is used to convert, compress

and store analog voice signals on the internal hard drive. The telephone system must be physically connected to each voice board using the boards RJ-

14 type connectors. A voice board has one or two

connectors, and each connector supports two ports.

Power Supply: The power supply is a standard PC type

power supply, requiring a 110 VAC or 220 VAC input.

Hard Disk Drive: The Stratagy 4 and Stratagy 6 come

equipped with a 6 hour hard disk drive. The Stratagy 24 is equipped with either a 6, 20, or 33 hour hard disk drive.

Floppy Disk Drive: The Stratagy system is equipped

with a 3.5” floppy disk drive.

STRATAGY 6

Hardware: The Stratagy 6 consists of a standard DOS-

compatible 486 PC housed in a mini tower. The PC

comes equipped with 2 MB of RAM, a 3.5” disk drive,

and a hard disk drive, allowing 6 hours of message

storage. It supports 2, 4, or 6 ports that connect to

the telephone system. There is no keyboard or

monitor. An optional 2400 baud external modem is

available for remote operation.

Refer to Figure 2-1 for an illustration of the Stratagy 6 system.

STRATAGY 24

Hardware: The Stratagy 24 consists of a standard DOS-

compatible desktop 486 PC. The PC comes

equipped with 4 MB of RAM, a 3.5” disk drive, a

choice of 3 different hard disk drives allowing 6, 20 or

33 hours of storage, and expansion slots for up to 24

ports that connect to the telephone system. An

optional 2400 baud external modem is available for

remote operation.

SOFTWARE

The Stratagy system’s flexibility is largely a result of its

software. The following provides a brief overview of the Stratagy system software.

Operating System: Controls all real-time voice

processing functions through the use of simple administrative menus as well as diagnostics, system activity, and collection and reporting of data.

Installation Program: Used to create the database for

telephone system and specific customer information.

It is used when installing a new Stratagy system. A SETUP Utility is also used during the installation process for system configuration. Routine additions, changes, and deletions of information are done through this program.

Installation and Il/laintenance A&nua/ for more detail.

Diagnostic Programs: On-line diagnostic tests run

continuously to detect and report any errors in operation. The tests run in the background and don’t

interfere with normal system operation. Other

Refer to the Stratagy

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diagnostic tests may be run upon demand, either from a directly-connected or remote terminal. Refer to the Stratagy Installation and Maintenance Manual for more detail.

CALL PROCESSING CONTROL

Call processing in Stratagy involves mailboxes (User IDS), a Token Programming Language, and a series of

administrative menus.

MAILBOXES

Mailboxes, also called User IDS, are an important part of

the Stratagy system. Mailboxes, which are set up by the

System Administrator, determine what a caller hears and call processing of Stratagy. For example, the initial company greeting is defined by a mailbox. What a caller

hears is simply what you have recorded as the greeting for this mailbox.

All of Stratagy’s mailboxes are uniquely numbered from 0

- 99,999,999. When a caller enters an extension, the Stratagy system always accesses the same mailbox. Thus, you cannot have two mailboxes with the same number.

Mailboxes can be set up to fall into one of three general

categories:

User Mailbox - A typical mailbox is configured to

record messages from callers. A user periodically checks the mailbox for messages, or a variety of automatic notification methods may be employed. There is generally one user for each mailbox, although several mailboxes may share a single extension when the users share a single phone line.

TOKEN PROGRAMMING LANGUAGE

Stratagy’s Token Programming Language allows expansion of the standard capabilities of the Stratagy System by using a series of tokens that tell the system

what actions to perform. Using this token language

allows Stratagy to perform the advanced applications described in Chapter 3 of this General Description, and more.

Tokens are used as field values in the administrative

menus. To program these fields, the installer or the System Administrator enters a series of Programming Language tokens which instruct Stratagy what actions to perform.

ADMINISTRATIVE MENUS

A series of Stratagy menus allow an installer or the

System Administrator to customize system configuration options and individual User IDS. These menus, along with the call processing control structures discussed above, are what provide voice processing capabilities for telephone users and multiple application solutions for customers. Refer to the Stratagy installation and

Maintenance Manual for more detail on Administrative

Menus.

Information Mailbox - An information mailbox is one

which does not accept messages from callers. Instead,

its greeting is played to callers to provide them with information such as the company’s hours of business, its location, etc. No real user or phone extension

corresponds to this type of mailbox.

Control Mailbox - This type of mailbox allows the

Stratagy to provide control over the flow of a call. Typically, it interacts with the caller in some way, then directs the call to one or more additional mailboxes for processing using the Token Programming Language.

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Figure 2-1 Stratagy 4 and Stratagy 6 System

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Figure 2-2

Stratagy 24 System

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CHAPTER 3

SYSTEM DEFINITIONS AND APPLICATIONS

This chapter contains a list of terms that are commonly

used when discussing the Stratagy system. The second part of the chapter describes some basic and advanced applications which can be created using Stratagy. Chapter 4 includes a brief description of all Stratagy

features. Refer to the Strategy Feature Description

AYanualfor feature details.

SYSTEM DEFINITIONS

PBIUPhone System - The Stratagy system integrates

with most business telephone systems: Private Branch

Exchange (PBX), Centrex (usually used to refer to a Central Office located exchange), and hybrid key

systems. For convenience, the terms “phone system” or

“PBX” refer to the telephone systems to which the Stratagy system connects.

Integration

made via RS-232 data connections dependent upon

the PBX capabilities. Data is passed in both directions: the PBX informs the auto attendant/voice

mail system about each incoming call, and the voice mail system can send instructions to the PBX to turn message waiting lights on or off, as appropriate.

User and User ID - The subscriber of a mailbox. May also be called subscriber and mailbox user. The User ID

indicates the number (0 to 99,999,999) for that user. Mailbox - Mailboxes are a central element of the

Stratagy system. Messages, greetings, and other information are recorded, stored, and activated in a mailbox. Each extension receiving messages is assigned a mailbox. The mailbox number represents the digits a caller enters, usually the same as the extension number.

Not all mailboxes have associated extensions. Some don’t even receive messages such as company greeting mailboxes, and information mailboxes.

Extensions - Extensions are telephones connected to the telephone system. configuration, extension is also used to mean the digits that the system dials. These digits are usually an

extension number, but they may be any sequence that

can be dialed on the PBX. This includes speed dial

numbers or access digits, such as 9, used to access

outgoing lines for calls.

In the Stratagy system’s

Dual Integration

Normally, all of a Stratagy system’s ports will be attached to a single telephone system. But it is possible to configure both the Stratagy 6 and the Stratagy 24 systems on a per-port basis to work with two different telephone systems simultaneously.

Because the system can operate with different telephone systems simultaneously, it is appropriate for use in offices where, possibly, two different companies, with two different phone systems, would

like to share the costs and benefits of a single

Stratagy system.

lnband Integration

Many telephone systems (PBXs) can be configured to provide information to the Stratagy system about

an incoming call by preceding it with one or more

DTMF digits. These DTMF strings are known as

lnband Integration or lnband Signaling. The Stratagy system can be configured to receive and interpret these DTMF strings. With this information, the Stratagy system may answer the call with a company greeting, direct the call to begin recording a message for a user who is unavailable, etc.

SMDI/RS-232 Integration

SMDI integration is available on both Stratagy 6 and

Stratagy 24 systems. SMDI is an industry standard

method of integrating a PBX with Voice Mail and

other peripheral systems. This interconnection is

Ports - The Stratagy system is connected to the phone system as a series of DTMF tone dialing single-line extensions (2500-type sets). The number of ports configured determines the maximum number of calls the

Stratagy system can handle simultaneously.

Company Greetings - The Company Greeting is the

announcement callers hear after the Stratagy system

answers. A simple version is provided with the system:

“Thank you for calling. Please stay on the line for

assistance, or if you know the extension you wish to

reach, please dial it now.” A new company greeting can

be recorded to replace the default greeting. The greeting

can be specific to a group of ports.

Different greetings can also be used during different

times of day, different days of the week, and for holidays.

BASIC APPLICATIONS

This section describes the three basic Stratagy

applications: Automated Attendant, Telephone

Answering, and Voice Messaging.

AUTOMATED ATTENDANT

Stratagy’s automated attehdant application can be set up to solve various answering requirements.

n Answer company lines: Callers don’t have to wait

when the operator is busy with other calls. Company

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lines are answered quickly and courteously by customized, automated greetings. If callers have a

rotary phone or don’t know the extension, they are

directed to an operator for assistance.

Be available all of the time: Callers can reach

Stratagy from any tone dialing telephone 24-hours-aday, 36.5days-a-year.

Provides callers with information: Callers may receive recorded information such as the company address, directions, product specifications or service offerings and price information (also described as an Audiotext feature). Menus make it easy for callers to get the information they need.

Call Routing Once a call is answered by the Stratagy system,

callers are routed to the extension, department, etc., they enter. If the extension number is not known, a company directory may be used by dialing a name.

Stratagy can also be set up to direct rotary callers to a live assistant. Additionally, if the line is unanswered or busy, the call can be routed to another extension, to the company operator or to a personal operator set up for that particular mailbox (see Personal Operator in

the Advanced Applications section.)

Users can play, edit, replay and discard messages. They can also forward messages to additional users and perform many other voice messaging capabilities. In addition, Stratagy 24 users can perform many of the same features for fax messages as an option.

ADVANCED APPLICATIONS

The following is a partial list of the advanced applications supported by Stratagy. Refer to Chapter 4 of this General Description and the Stratagy Feature Description Manual for more information.

CALL QUEUING

When Stratagy tries a user’s extension and finds that it is busy, it may offer the caller the option of either leaving a message or holding until the called extension becomes available. If the caller opts to hold, then Stratagy may play one or more pieces of “on-hold music” (which may, in fact, not be music at all, but instead it could consist of company, product, or other information). If more than one caller chooses to hold for the same extension, then Stratagy will queue the callers in the order that their calls were received. In addition to the “on-hold music,” callers

will be informed of their position in this queue.

If all extensions are unavailable, a caller can hold or hang up. If they hold, they may be placed in a queue.

They are then periodically told of their position in the

queue and can be offered options to hold for the next available assistant, leave a message or dial another extension.

If a fax tone is detected, Stratagy, can automatically

transfer to a fax machine connected to a telephone

system extension.

TELEPHONE ANSWERING

Stratagy offers comprehensive message taking capabilities which provide telephone answering when an individual is busy or unavailable to answer the telephone.

Up to seven greetings per mailbox may be recorded and scheduled to play at various times of the day. This ensures coverage 24-hours-a-day, seven-days-a-week.

When extensions are busy or don’t answer, Stratagy

returns to the caller. Depending on how the mailbox is configured, the system states that the extension is busy or that the extension or person doesn’t answer. The

caller is offered the choices of leaving a private message, calling another extension, or reaching assistance.

VOICE MESSAGING

Stratagy voice messaging features allow users to create, send, receive and save voice messages. Users can access their messages from any tone dialing phone.

FAX MESSAGING

A Stratagy 24 system may be optionally configured with one or two external fax modems. These modems may be used for a variety of purposes, including Fax Messaging.

With Fax Messaging, the system accepts a fax document

in place of a voice message. Just as with the voice recording, the fax is “recorded” and stored in the recipient’s mailbox. When the user subsequently picks up

messages, messages containing faxes will be identified to the user. If the user is calling from a fax machine (or other device capable of receiving a fax), then the user

may request that the fax be transmitted (printed) on the same phone connection. Alternatively, the user may direct the Stratagy system to transmit the fax to another phone number with a separate phone call.

FAX ON DEMAND/FAXBACK

A Stratagy 24 system may optionally be configured with one or two fax modems. One use which can be made of these modems is to provide fax documents to callers. By

using features similar to Audiotext as described in Chapter 4 of this General Description, the caller may select which fax document(s) are to be transmitted. The transmission may be done over the same phone call (“single-call”), or the Stratagy system may queue the fax

for later transmission (a “two call” arrangement, which

may make better use of a single fax modem). Depending on how the system is programmed, multiple fax

documents may be transmitted in a single fax phone call.

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FAX TONE DETECTION

The Stratagy Automated Attendant listens for incoming fax tone when answering incoming lines. If fax tone is detected Stratagy will transfer the fax call to the destination extension designated by the User ID of the connected fax machine.

INTERACTIVE VOICE RESPONSE (IVR)

The Stratagy 6 and Stratagy 24 systems provide a

number of powerful features which allow it to be used for

Interactive Voice Response (IVR) applications, in addition to Auto Attendant and Voice Messaging. Programming tokens exist which allow the system to prompt the user for input (using a custom prompt), wait for the user to enter a DTMF response, which will be stored into a variable, and then use that information to access a database to formulate a response. Databases may be on the hard disk of the Stratagy system, accessed remotely over a network, or accessed through the serial ports of the Stratagy system, possibly connecting to a mainframe or other data server. Queries can be constructed in a free-form fashion, by using data in variables that is entered by the caller.

Once a response has been determined from the database, the Stratagy system may be programmed to play this data back to the caller in a number of different ways: as a date, time, monetary value (in dollars and cents), or simply as a number. The value may be combined with other custom-recorded prompts, so that the system could, for example, respond to a caller with the message “Your order for 6 items will be shipped on July 17, 1994.” The number six and the date in this example would be provided by the database, while the phrases “Your order for” and “items will be shipped on” would be recordings that the System Administrator would make.

PERSONAL OPERATOR

The Stratagy system lets users specify a personal operator extension to provide live, personal call coverage when they are unavailable. If desired, callers can be automatically transferred to this extension, or can have the option of leaving a private message or being transferred to company operator assistance.

TOKEN PROGRAMMING

An important aspect of the Stratagy system is the Token

Programming Language feature. While the Stratagy system allows easy configuration of User IDS for standard applications (Automated Attendant, Telephone Answering, Voice Messaging, dialing a standard extension, etc.), more sophisticated applications can be developed using the same concepts by making use of additional programming tokens. Besides the conventional

DTMF digits, Stratagy supports over forty additional programming tokens. These tokens can perform functions as simple as a hook flash, and as complicated as sending a fax document in the background. But the

real power of the Token Programming Language is that the tokens and the User IDS can be combined innew and sophisticated ways to provide application solutions.

REPORTING

The System Administrator may generate an almost unlimited number of different reports of system activity and programming. Reports can contain columns

representing each of the fields of the User screen, and they can cover either all or a subset of User IDS in the system.

MULTIPLE SYSTEM LANGUAGES

The Stratagy system can be configured with any of a number of different audio prompt files. The standard file provides prompts in American English. The default prompt file to use when a call first comes in can be configured, and with appropriate system programming,

the caller can select a preferred language by entering

DTMF digits. Thus, Stratagy can be communicating in different languages on different ports simultaneously.

Contact Product Marketing for the availability of other languages.

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CHAPTER 4

FEATURES

AUTOMATED DIRECTORY

The Stratagy Automated Directory allows a caller to enter DTMF digits corresponding to the first few

letters of a user’s first or last name. Stratagy will then play back the recorded spoken name and extension of each User ID that matches the entered digits.

OVERVIEW

This section presents an overview of all features that are available on Stratagy systems. All features are categorized as System, Administration, or User features. Some features apply to more than one category. See Table 4-1 for an alphabetical list of these features. Some features are not available on all Stratagy systems, see

Table 4-2 for a list of these features.

In addition, Stratagy 24 systems support four out of five

serial communication port (RS-232) options: n

Fax Modem 1

Fax Modem 2

Remote Maintenance

IVR Host Connectivity

SMDI Integration

maximum of up to 4 of these options may be

configured for each Stratagy 24 system.

SYSTEM FEATURES

AUTOMATIC GAIN CONTROL

While recording a message from a caller or user, Stratagy can perform Automatic Gain Control (AGC). AGC helps to compensate for variations in voice volume, telephone handsets, and other factors which can cause messages to be recorded at low or varying volumes. A message recorded using AGC will be played back at a consistent, standard volume level. This means that the user playing back messages will not have to constantly adjust the playback volume.

CALL QUEUING

to hold for the same extension, then Stratagy will

queue the callers in the order that their calls were received. In addition to the “on-hold music,” callers

will be informed of their position in this queue.

AUDIOTEXT

Allows a caller to retrieve audio information from the

Stratagy system. To obtain this information, the caller

merely enters DTMF digits, as directed by audio prompts, and the appropriate information is then played. This information could consist of general

information about the company, such as its address, phone number, fax number, etc., or it could include specific product descriptions or other information that may be of interest to callers.

AUTOMATED ATTENDANT

The Stratagy system answers incoming lines and

allows callers to route their own calls. The caller merely enters the User ID of the desired party. If that User ID is recognized by the system, then the call

will be handled according to the configuration of that

User ID. This configuration may direct the Stratagy

system to dial an extension and, possibly after

performing Call Screening, pass the call on to the user. If the user is in Do Not Disturb mode, then

Stratagy may play a prerecorded greeting and record

a message

from the caller.

CALL TRANSFER

The Stratagy Automated Attendant call routing capability provides for a supervised or blind and other types of call transfers to the destination extension in the telephone system. All Stratagy system call transfers are controlled by User IDS and the extension field. Entering just the destination extension into the extension field will cause a supervised call transfer. Other call transfer types are

implemented with Tokens.

CALLER CONFIRMATION PRIOR TO TRANSFERRI NC

When a caller stays on the line and does not enter

any DTMF digits, the Stratagy system assumes that the caller is using a rotary phone. Therefore, the call will be transferred to the operator for live assistance.

It is also possible that the caller has hung up, but for

some reason the telephone system has not detected the hangup. Therefore; Stratagy can be configured to

ask the caller to confirm orally that someone is still on the line before transferring to the operator.

Stratagy may be configured to hang up if there is no

response.

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DISK REDUNDANCY

A Stratagy 24 system may be optionally configured with two hard disks, rather than the standard single

hard disk. Under special software control, the

contents of the second hard disk will be an exact

duplicate of the first hard disk. This duplication is performed in real time as changes are made to the primary hard disk (recordings are made, settings changed, messages deleted, etc.). Should the primary hard disk develop a bad sector, the secondary hard disk is then automatically used.

DUAL INTEGRATION

lnband Integration and one system with SMDI/RS232

Integration). Because the system can operate with

different telephone systems simultaneously, it is appropriate for use in offices where, possibly, two different companies, with two different phone

systems, would like to share the costs and benefits

of a single Stratagy system.

FAX MESSAGING

A Stratagy 24 system may be optionally configured

with one or two external fax modems. These

modems may be used for a variety of purposes,

including Fax Messaging. With Fax Messaging, the

system accepts a fax document in place of a voice

message. Just as with the voice recording, the fax is

“recorded” and stored in the recipient’s mailbox.

When the user subsequently picks up messages,

messages containing faxs will be identified to the

user. If the user is calling from a fax machine (or other device capable of receiving a fax), then the user may request that the fax be transmitted (printed) on the same phone connection. Alternatively, the

user may direct the Stratagy system to transmit the fax to another phone number with a separate phone

call.

FAX ON DEMAND/FAXBACK

A Stratagy 24 system may optionally be configured with one or two fax modems. One use which can be

made of these modems is to provide fax documents to callers. By using features similar to Audiotext, the caller may select which fax document(s) are to be transmitted. The transmission may be done over the same phone call (“single-call”), or the Stratagy system may queue the fax for later transmission (a “two call” arrangement, which may make better use of a single fax modem). Depending on how the system is programmed, multiple fax documents may

be transmitted in a single fax phone call.

FAX TONE DETECTION

The Stratagy Automated Attendant listens for

incoming fax tone when answering incoming lines. If fax tone is detected, Stratagy will transfer the fax call to the destination extension designated by the User

ID of the connected fax machine.

GREETING RESTART

After a caller has left a voice message for a User ID, the call may either be transferred back to the initial

“company” greeting User ID or the system may say

“Thank you for calling, Good-bye” and disconnect.

Callers often appreciate the ability to return to the

User’s Main Menu so that they can leave a message

for another system user.

INBAND INTEGRATION

Many telephone systems (PBXs) can be configured to provide information to the Stratagy system about an incoming call by preceding it with one or more

DTMF digits. These DTMF strings are known as

lnband Integration or lnband Signaling. The Stratagy

system can be configured to receive and interpret these DTMF strings. With this information, the

Stratagy system may answer the call with a company

greeting, direct the call to begin recording a message for a user who is unavailable, etc. Data is passed in

both directions: the PBX informs the auto

attendant/voice mail system about each incoming

call, and the voice mail system can send instructions to the PBX to turn message waiting lights on or off,

as appropriate.

INTERACTIVE VOICE RESPONSE (IVR)

The Stratagy 6 and Stratagy 24 systems provide a

number of powerful features which allow them to be

used for Interactive Voice Response (IVR)

applications, in addition to Auto Attendant and Voice

Messaging. There are programming tokens which allow the system to prompt the user for input (using a custom prompt), wait for the user to enter a DTMF

response, which will be stored into a variable, and then use that information to access a database to formulate a response. Databases may be on the

hard disk of the Stratagy system, accessed remotely over a network, or accessed through the serial ports of the Stratagy system, possibly connecting to a

mainframe or other data server. Queries can be constructed in a free-form fashion, by using data in variables that is entered by the caller.

Once a response has been determined from the

database, the Stratagy system may be programmed to play this data back to the caller in a number of different ways: as a date, time, monetary value (in

dollars and cents), or simply as a number. The value

may be combined with other custom-recorded

>,,

”

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prompts, so that the system could, for example,

respond to a caller with the message “Your order for 6 items will be shipped on July 17, 1994.” The number six and the date in this example would be provided by the database, while the phrases “Your order for” and “items will be shipped on” would be

recordings that the System Administrator would

make.

MULTIPLE SYSTEM LANGUAGES

The Stratagy system can be configured with any of a

number of different audio prompt files. The standard file provides prompts in American English. The default prompt file to use when a call first comes in

can be configured, and with appropriate system

programming, the caller can select a preferred

language by entering DTMF digits. Thus, Stratagy can be communicating in different languages on

different ports simultaneously.

Contact Product Marketing for the availability of other

languages.

PORT-SELECTABLE GREETINGS

The Stratagy system may be configured to begin

processing new calls by starting with a given User

ID. New callers will first hear the greeting recorded for this User ID. Each different audio port in the

Stratagy system may be configured to begin

processing with a different port, and thus different

ports may hear different initial greetings, which may

have different menu options available, which may follow different processing paths, etc., depending on

how the User IDS are programmed. This feature

might be used, for example, by two companies

sharing the same Stratagy system.

REMOTE ADMINISTRATION

An optional external 2400 baud modem is required for this feature on all Stratagy systems. The remote

administrator has full screen access to the system,

protected by two different passwords, with every

system feature available. The remote administrator

may use this feature at any time simply by dialing

into the system from any PC running the Stratagy

remote access software and with an appropriate

modem.

SAFE MESSAGE PURGING

The Stratagy system may be configured to “purge”

messages some time after they have been heard. This time period is a system configuration parameter expressed in days. The default value for this

parameter is 0, meaning that no purging will ever be

performed. The purge parameter is system-wide.

Stratagy performs the purge on a per-User ID basis, only when the user is logging out of the system.

When the user logs into the system, Stratagy announces the number of messages-in the User ID that are to be purged, if any. This gives the user ample warning that the messages will be deleted upon logout. Messages are never purged at any other time. Messages that have not been heard are never purged, no matter how old they are.

SMDI/RS-232 INTEGRATION

SMDI integration is available on both Stratagy 6 and Stratagy 24 systems. SMDI is an industry standard

method of integrating a PBX with Voice Mail and

other peripheral systems. This interconnection is

made via RS-232 data connections dependent upon the PBX capabilities. Data is passed in both directions: the PBX informs the auto attendant/voice

mail system about each incoming call, and the voice

mail system can send instructions to the PBX to turn

message waiting lights on or off, as appropriate.

SYSTEM BACKUP

This feature allows customer configuration database

information, greetings, and messages to be backed-

up onto floppy diskettes. Database information,

greetings, and messages may be backed-up

individually or in various combinations. Stratagy will

estimate the number of floppy diskettes required for the System Backup procedures.

TOKEN PROGRAMMING

An important aspect of the Stratagy system is the Token Programming feature. While the Stratagy

system allows easy configuration of User IDS for

standard features (Audiotext, Automated Attendant,

Voice Messaging, dialing a standard extension, etc.),

more sophisticated applications can be developed

using the same concepts, by making use of

additional programming tokens. Besides the

conventional DTMF digits, Stratagy supports over forty additional programming tokens. These tokens

can perform functions as simple as a hook flash, and

as complicated as sending a fax document in the

background. But the real power of the Token

Programming Language is that the tokens and the

User IDS can be combined in new and sophisticated ways to provide application solutions.

TOSHIBA PLUG AND PLAY

Stratagy systems have been preconfigured for out of

box plug and play use with certain Toshiba telephone

systems: Stratagy 4 with Strata DK 8, Stratagy 6 with

Strata DK16, and Stratagy 24 with Strata DK 280 A. The installer does not have to understand or program

inband integration strings, ringback patterns, or make other system configuration changes. In addition the above Strata DK default extension numbers are also

preprogrammed in Stratagy as the User ID and

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extension numbers, plus default user parameters. Complete integration with other Toshiba telephone systems (without default User IDS and extension

mailbox installations) is available from a menu.

UNIVERSAL PORTS

Frequently, notification is performed by dialing out on one of the Stratagy audio ports, perhaps to send a page or light a message waiting light by transmitting the correct sequence of DTMF codes. Stratagy provides several methods of allocating audio ports for the notification process. With the first method, one or more ports are dedicated to perform out dialing for notification. This method has the

‘

advantage that there can never be a collision between dialing out to perform a notification and an incoming call which happens to be routed to the same port at the same time. With the second method, all of the Stratagy ports are configured to accept incoming calls, but Stratagy can also use any one of them which is not currently in use to perform an outdial. This method has a clear advantage over

the first, particularly for small systems with only a

limited total number of ports. However, it introduces

the possibility of a collision. The third method is

similar to the second, except that Stratagy is restricted to choosing only one particular port to perform notifications. Should that one port be busy,

then Stratagy will wait until it is free rather than use one of the remaining ports.

VARIED SAMPLING RATES

The Stratagy system may be configured-to make different types of recordings at different “sampling

rates.” In general, the higher the sampling rate, the more accurate the digital recording of the incoming sound will be, and thus, the better the reproduction.

However, using a high sampling rate means that more disk space will be consumed for a given recording. Because companies wish to present the best possible “appearance” to their callers, and because greetings usually represent only a small

fraction of the system’s disk space, Stratagy systems

are configured to record greetings at a higher sampling rate (64K) than regular voice messages (32K). However, the sampling rate for greetings and

for voice message recordings can be individually set

during system installation and configuration by the System Administrator.

VOICE MESSACI NC

In addition to the Automated Attendant feature, each Stratagy system includes Voice Messaging. Each User ID may be configured to store messages individually. Voice Messaging functions may be controlled by the System Administrator or the individual user. See both Administration and User Features for details.

UNLIMITED USER IDS

The Stratagy system provides User IDS of up to eight digits, or 100 million different possible User IDS. User

IDS may be prefixes of other User IDS. That is, both “111” and “1111” could be separate User IDS, and both could be used by the system. Thus, no User IDS are ever precluded. Stratagy uses a very efficient method of accessing its database, so that system

response is not diminished when the database contains a very large number of User IDS. No matter how large a Stratagy system might grow to be, it likely will never run out of available User IDS.

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ADMINISTRATION FEATURES

IMPORTANT NOTE:

Stratagy 4 and Stratagy 6 systems require a laptop computer with Stratagy remote software installed to perform all Administration Features locally or remotely (using an optional external modem). The Stratagy 24 system may perform all Administration Features in the same manner as above or use the keyboard and monitor supplied with the system. Refer to the Stratagy

Installation and Maintenance manual for details.

AUTOMATIC MESSAGE COPY

Each User ID “A” can be configured to place a copy of any message received into a separate User ID “B’s” queue of messages. User ID “A” will retain a copy of each message. Messages sent directly to “B”

remain unaffected.

AUTOMATIC MESSAGE COPY WITH DELETE

This feature is very similar to Automatic Message

Copy. When activated, a User ID “A” is configured so that any messages received will be copied to User ID

“B.” Furthermore, “A” is configured not to store

messages at all. This means that the copy of each

message sent to “B” is in reality the only copy of the

message in the system. Messages sent directly to

“B” would not be affected by this change, nor would

any messages already stored in “A.”

CHAINING

Stratagy’s chaining feature allows the-flow of control during call processing to be directed from one User ID to another, based on the results of dialing the Extension field (if the User ID is not configured in Do Not Disturb mode). The System Administrator may define each of the three possible chaining conditions: Busy, Ring No Answer (RNA), or Done. Combined with Stratagy’s Token Programming Language, this

feature allows sophisticated call processing and IVR

applications to be created.

COPY RANGE

The Copy Range feature allows the System Administrator to copy one existing User ID to create a number of new User IDS, each within a defined

range of ID numbers.

DIRECTORY CONTROL

Each User ID may have Automated Directory names entered by the System Administrator. Some users may not wish to be listed in the Automated Directory. Furthermore, some User IDS are used for special purposes, and they should not appear in the directory listings. Such User IDS would include “back door” access numbers, User IDS used purely for Stratagy programming, etc. The Automated Directory allows callers to determine the correct extension for someone by entering the DTMF digits which correspond to the first few letters of the name.

AUTOMATIC MESSAGE DATE/TIME CONTROL

The System Administrator may configure each User

ID or group of User ID’s to automatically play the

date and time of each message before playing the

“body” (contents) of the message.

BUSY GREETING LENGTH CONTROL

The System Administrator may specify each User ID

maximum length of time in seconds for the custom

busy greeting which the user may record. This feature may be used to limit the total time (and thus, system disk space) which can be used for busy

greetings. Setting this field to zero prevents the user from recording or changing a custom busy greeting.

CALLED IDENTIFICATION

Allows one person to answer for both “Sales” and

“Service” calls. The person who answers the call will

know how to greet each caller, since they will hear

“Sales” or “Service” before being connected to the

caller. Message Pooling could also be used in this

case, since this person would presumably like all

messages left after hours to be stored in a single

User ID, rather than have to check multiple User IDS for messages. The System Administrator sets this feature on a per User ID basis.

DISK SPACE NOTIFICATION

The Stratagy system can be configured to send an

automatic notification whenever system disk space

falls below a defined threshold. During system

installation and configuration, the System Administrator defines the percentage of disk space remaining below which the disk notification should be activated. Under normal conditions, the system is checked automatically once per hour to determine the remaining disk space storage.

GREETING LENGTH CONTROL

The System Administrator may determine the maximum recording time, in seconds, for the seven different greetings of each User ID. This feature may be used to limit the total time (and thus, system disk space) which can be allotted for user greetings. Setting this field to zero prevents the user from recording or changing the “current” user greeting.

GROUP PARTITIONS - CALL BLOCKING

Each User ID may belong to as many as four different “groups.” The System Administrator defines the group(s) to which a User ID belongs. When the Stratagy system transfers a call to a new User ID, it

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first determines if that User ID has any groups in common with the current User ID. If it does, then the transfer of processing to the new User ID will proceed. Otherwise, Stratagy will switch to a default

User ID for processing based on the current system

port number, blocking or rerouting the call. Group

Partitions are most often used to control Guest User IDS and Shared Tenant applications.

GUEST USERS LIMIT

Each user of the Stratagy system may potentially

create one or more

might be used by that person’s customers, friends, clients, etc. They can be deleted by the same user who created them or by the System Administrator. The System Administrator can also limit the number of Guest User IDS which a particular User ID is allowed to create.

Guest

User IDS. These User IDS

MESSAGE LENGTH CONTROL

The System Administrator can set the maximum Message Length in seconds of each incoming message for a given User ID, or messages may be unlimited in length. If a caller attempts to leave a message longer than the maximum, the system will stop recording and inform the caller that the maximum message length has been reached.

MESSAGE NOTIFICATION

Stratagy allows each User ID to have up to ten different programmable notification records. The System Administrator programs the notification records of each User ID with a specific notification method such as lights, stutter dialtone, pagers, voice,

etc., for the times of the day and the days of the week and the repeat count and interval for retrying that notification. Each notification method is a flexible dial string allowing the Stratagy system to be used with almost any kind of PBX or notification method including cascade notification.

MULTIPLE DIRECTORY NAMES

Each User ID can have associated with it up to two

different names. These names are entered into the Stratagy system’s automatic directory by the System Administrator. Each User (Extension) may have more than one User ID to improve the Automated Directory

for commonly misspelled names. The Automated

Directory can allow callers to determine the correct

extension for someone by entering the DTMF digits which correspond to the first few letters of either one of the two (or more) different names. Thus, normally, the two different directory names will be the first and last names of the user associated with each User ID.

NAME AND EXTENSION CONTROL

Normally, a user may record a “spoken name”-a recording of the user’s name and extension. The System Administrator, however, can configure User IDS on an individual basis so that a user cannot record, or change the recorded name and extension. If no name and extension has been recorded for a User ID, then the Stratagy system will play “User ID...” followed by the number of that User ID.

PROGRAMMABLE DIAL ACTIONS

The Stratagy system will attempt to dial the string

specified in the Extension field. This string may

consist simply of the extension number of the user, in which case Stratagy will dial that extension and continue processing based on the results of that call

if not in the Do Not Disturb mode. But the extension field may actually contain many more “programming tokens” which can have effects ranging from the simple (such as performing a hook flash) to the complex (accept an incoming fax for the current user). These programming tokens can be combined by the System Administrator in a desired way to create an almost unlimited number of application solutions.

REAL-TIME SCREEN INFORMATION

The Administrator’s Main Menu on each Stratagy 24 system shows, among other things, the activity on each audio port, the activity of any connected fax modems, the amount of free disk space, etc. The Stratagy 24 system helps the System Administrator better understand and manage the system as changes occur. This information is instantly updated as long as the Main Menu is displayed.

RELAY PAGING

the usual information, only the phone number

entered by the caller is displayed on the pager. The System Administrator may enable this feature individually for each User ID. This allows the user to return the call much sooner by not calling into the

Stratagy system since no voice mail message is left.

REPORTS

The System Administrator may generate an almost unlimited number of different reports of system

activity and programming. Reports can contain columns representing each of the fields of the User screen, and they can cover either all or

User IDS in the system.

a subset

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RING DURATION

The System Administrator may define, on a per-user

basis, how many rings of that user’s extension the Stratagy system should wait before concluding that the user is unavailable (Ring No Answer, or RNA). Then the Stratagy system can send callers to voice mail to leave a message. This value may also be changed automatically via the Auto Scheduler, again on a per-User ID basis.

SCREEN SAVER

Standard feature on Stratagy 24 systems. Video monitors, such as those used as the console display

of the Stratagy 24 system, should not have the same

image displayed on them constantly. Such an image

can become “burned in” on the phosphor display, and

it will then be visible even when other information is being displayed-the monitor is then permanently

damaged. To avoid burn-in, the Stratagy system can

be configured to blank the screen automatically after a predetermined period of keyboard inactivity. As

soon as something is again typed on the keyboard,

however, the screen is instantly reactivated, and any information which would have been on the screen is made visible.

SHARED EXTENSIONS

This feature is typically used when more than one

person, each with a separate Stratagy User ID, shares a single phone extension. If the call is answered, the called name is announced. If not answered, a private message may be recorded. Stratagy announces ‘&This call is for...” followed by

the recorded name of the called User ID. The

System Administrator sets this feature on a per User ID basis. In addition, the System Administrator may also turn on the Call Screening feature to enhance

this feature.

SINGLE-DIGIT MENUS

Each User ID may define one or more single-digit menu keys. If a caller enters one of these DTMF

digits while listening to the greeting for that User ID, then Stratagy will immediately transfer processing to the User ID associated with that menu item rather than process the digit as part of another User ID

number. The System Administrator defines the

single-digit menu numbers for each User ID.

SCHEDULED AUDIOTEXT

The Stratagy Auto Scheduler can be used to

implement Audiotext with a combination of single-

digit menus and greeting recordings. The System Administrator would record the greetings in each of the applicable User Ids and configure the system to

change the Audiotext contents on an automatic,

scheduled basis.

SCHEDULED COMPANY GREETINGS

The System Administrator may program the company greetings using the Stratagy Auto Scheduler to make changes based on the time of day or day of week. The changes can include the current greeting number, extension, Do Not Disturb setting, etc.

SYSTEM DISTRIBUTION LISTS

In addition to personal distribution lists, Stratagy

supports system-wide distribution lists. A user sends

a message to a system distribution list rather than a personal distribution list by prepending a * to the list number. The “list comment” for the selected system list is played to confirm that the right list has been chosen, just as with personal distribution lists. The System Administrator creates the system Distribution Lists using the same method as the personal lists, but for the System Administrator User ID.

URGENT MESSAGE NOTIFICATION

The System Administrator programs the notification

type set to URGENT. When a message-marked

Urgent is received, then the Stratagy system first checks if one or more notification records exist for that User ID with notification type URGENT. If so, then those records are activated, and otherwise, any

NORMAL notification records are used. Users might, for example, want to be notified by pager only when an Urgent message arrives.

USER OPTION LOCKS

Many user options can normally be changed by

users themselves by selecting the appropriate DTMF commands over the telephone, such as toggling the

Do Not Disturb attribute, changing the current greeting number, toggling Call Screening, etc. The

System Administrator can disallow a user from changing each of these settings on an individual

basis.

VOICE FORMS

The Stratagy system can be configured to prompt a caller with a series of questions. The voice

responses that the caller gives are then concatenated and are stored as a single message in the associated User ID. The Voice Forms feature is activated by the System Administrator simply by

using the “Q” (Question and Answer) token when programming the User ID. Each question is recorded as a greeting, either in that User ID or in others. The “Q” token specifies which greetings should be played to callers and the order in which they should be

played.

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STRATAGY 4/6/24

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USER FEATURES

BUSY GREETING

When a caller is directed to an extension which is busy, Stratagy can play a recorded greeting specific to this situation. The default is that the system will play a standard system busy greeting that says “That extension is busy, to hold press *, to try another extension enter it now, to leave a message please stay on the line,” but users may record their own custom busy greetings that will be played instead.

CALL QUEUING

all, but instead it could consist of company, product, or other information). If more than one caller chooses to hold for the same extension, then Stratagy will queue the callers in the order that their calls were

received. In addition to the “on-hold music,” callers will be informed of their position in this queue.

CALL SCREENING

Each User ID may be configured for call screening. Whenever a caller enters the User ID of the user with call screening enabled, the system will request that the caller say their name and company name. Stratagy records this information, dials the extension of the user, and announces that this caller is on the line by playing the recording. The called user may

then enter DTMF digits to indicate that the call

should be accepted or rejected; rejected callers are directed to leave a voice mail message for the user.

Also see Scheduled Call Screening.

CONTINUOUS MESSAGE DELETE

This feature is used in conjunction with the Continuous Message Playback feature. It allows a

user to enter a DTMF command that will delete a

number of messages at once. The number of messages that will be deleted is variable; it is the maximum number of messages whose cumulative length is less than a predetermined number of

minutes. For example, this feature may be used by transcription services which are accustomed to working from audio tape recordings rather than directly from voice mail recordings.

CONTINUOUS MESSAGE PLAYBACK

This feature is used in conjunction with the Continuous Message Delete feature. It allows a user to enter a DTMF command which will play back a

number of messages at once, without stopping between each message. The number of messages that will be played is variable; it is the maximum number of messages whose cumulative length is less than a predetermined number of minutes. For example, this feature may be used by transcription services which are accustomed to working from audio tape recordings rather than directly from voice mail recordings.

DO NOT DISTURB

When a caller enters the number of a User ID, Stratagy normally tries dialing the extension given in

that user’s Extension field to determine if the called

extension is available. When the Stratagy Do Not Disturb feature is activated, however, Stratagy will not dial the Extension field, but instead the call will be processed as if the called extension is not available (Ring No Answer), and the caller will be

offered the chance to leave a voice mail for the user

(provided that the User ID is configured to accept messages).

FAX MESSAGE IMMEDIATE RETRIEVE

An optional feature on Stratagy 24 systems is to attach one or two fax modems. These modems may then be configured for a number of different purposes, including accepting fax mail for users in addition to voice mail. When a user has received a message containing a fax, the message may be retrieved in one of two ways: Fax Message Immediate Retrieve and Fax Message Send Retrieve. In the case of Immediate Retrieve, the user calls into the Stratagy 24 system from a fax machine

with a handset (or other device capable of receiving

a fax where prompts can be heard and DTMF tones

transmitted). The user reviews the message

normally. When the fax message is played, the user is prompted that the message contains a fax, and the

number of pages of the fax. If the user then chooses the Immediate Retrieve option, the user is prompted to press the Start key on the fax machine, and Stratagy begins transmitting the fax over the connection. When the fax has been transmitted, the call is disconnected.

FAX MESSAGE SEND RETRIEVE

An optional feature on Stratagy 24 systems is to attach one or two fax modems. These modems may then be configured for a number of different

purposes, including accepting fax mail for users in

addition to voice mail. When a user has received a

message containing a fax, the message may be retrieved in one of two ways: Fax Message Immediate Retrieve and Fax Message Send Retrieve. In the case of Fax Message Send Retrieve,

_,,

-..-’

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STRATAGY 4/6/24

AUGUST 1994

the user calls into the Stratagy 24 system from a

DTMF telephone and reviews messages normally.

When the fax message is played, the user is

prompted that the message contains a fax, and the number of pages of the fax. The user then chooses

the Fax Message Send Retrieve option, and is then

prompted to enter the phone number of a fax machine, such as a machine made available by a hotel. The fax message is then queued for immediate delivery to this fax number, and the user may continue processing messages as before. A number of fax messages might be queued during one call.

Each of them will be sent separately to the indicated phone number(s), with automatic retry if the destination fax machine is busy or does not answer.

FUTURE DELIVERY

A user may create a message, address the message

and then mark it for future delivery to another user. The message is not delivered until the date and time entered by the sending user has been reached by the system clock.

GUEST USERS

A User ID may be permitted to create one or more

guest users, up to a maximum permitted number of

guests. Stratagy users frequently use this feature to

create guest IDS for their clients, so that they may

exchange confidential information easily. Guest users

are generally restricted by the group mechanism to

exchanging voice mail only with the user who

created the Guest ID, though this is under control of the System Administrator.

MESSAGE DATE AND TIME BY REQUEST

Stratagy normally plays the date and time when a

message was recorded just before playing back the

message to the user. After hearing the message, the

user may want to be reminded of the time of the

message, and this information may be requested by

entering a DTMF command. Furthermore, if the User

ID is configured not to play the date and time of each

message automatically, the user may use this feature to find out the date/time of a particular message.

MESSAGE FORWARDING

The Message Forwarding feature allows a user to

send a message that has already been received to

one or more other users of the Stratagy system. In

forwarding the message, the original user may

optionally record comments that explains to the new

recipient(s) why the message is being forwarded to them. However, a message may not be forwarded to

another user who does not share a common group

number with the sending user or if the original

message is marked “private”.

MESSAGE NOTIFICATION

Stratagy allows each User ID to have up to ten

different notification records (Message waiting lights,

stutter dialtone, pagers, voice, etc.). Each notification record specifies a notification method and the times of the day and the days of the week when that notification record is applicable, and the repeat count and interval for retrying that notification. Each notification method is a flexible dial string allowing the Stratagy system to be used with almost any kind of PBX or notification method including cascade notification.

MESSAGE PLAYBACK CONTROL

While playing back a message, a user may wish to skip backwards in the message, or skip forwards to get to a relevant piece of information contained in the message. Message Playback Control allows the user to do this at anytime while a message is being played by pressing the appropriate keys on a DTMF telephone dial pad.

MESSAGE PAUSE DURING PLAYBACK ..

While playing back a voice mail message, a user

may pause the playback for up to thirty seconds by

pressing the appropriate key on the DTMF telephone dial pad at any time. Pressing the key again before the thirty seconds has transpired will cause playback to resume immediately. While the playback is

paused, Stratagy is silent.

MESSAGE RECEIPT VERIFICATION

When a user sends a voice message to another

user, either by originating a new message or by forwarding an existing message, the sending user

may request receipt verification. When the recipient

of such a message plays that message, Stratagy will

automatically send a message back to the sender,

informing the user that the message has been

received. The recipient cannot disable this behavior

nor can the recipient tell that receipt verification was

requested for any particular message.

MESSAGE RETRIEVAL CONTROL

When a user is reviewing messages which have

been recorded, a number of different “presentation

orders” may be used. By default, Stratagy plays

messages back in the order received (in “FIFO” first-

in first-out order), with the exception that messages

marked Urgent are placed in the front of the

message queue. The user may instead play the

messages back in reverse order, from most recent to

least recent (“LIFO” last-in first-out order). Finally, the

user may also elect to have the system play only

messages which have not yet been heard, in

chronological order.

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MESSAGE UNDELETE

As users listen to their messages, they may mark

messages for deletion. The messages are not really deleted at that point; they will be deleted when the user leaves message management and returns to

the User’s Main Menu. In the meantime, the user

may “undelete” a message by entering a DTMF command. In actuality, of course, the user is merely unmarking the message for deletion. Once the user

returns to the User’s Main Menu, though, messages which were deleted are actually gone, and there is no way to retrieve them.

MESSAGE VOLUME CONTROL

The Stratagy system permits real-time volume control of messages during playback. While listening to messages, a user may press the appropriate

DTMF keys on the telephone dial pad to increase or decrease the volume. There are a total of sixteen steps for volume control. Each step increases or decreases the playback volume by 3db. The system

is defaulted to the middle position allowing eight steps in either direction.

OFFICE PACING

This feature allows individual users to receive a page over the office telephone system or overhead paging system automatically via the Stratagy system. Stratagy will place the call on hold or park and make

a pre-recorded page announcement using the DTMF

access codes. The System Administrator configures this feature for each User ID using tokens.

PAGING FOR URGENT CALLS

One of the notification types available in Stratagy’s flexible notification feature is reserved only for

messages marked Urgent by the message sender. The System Administrator may choose to use pager

notification for a user only when that user receives an urgent call, and other notification methods for

normal calls.

PERSONAL DISTRIBUTION LISTS

Users may define up to seven different distribution

lists consisting of other system users. There is no

limit, other than system disk space, on the number of

users who may be a member of any particular distribution list. The user who owns the list may add or delete members at any time. When a user creates a Personal Distribution List, the user may record a “list comment” which gives each list a descriptive

name or title. When the user selects the list when sending, the list comment is played back to confirm that the correct distribution list has been chosen.

PERSONAL GREETINGS

Normally, each user may record up to seven different personal greetings. At any one time, only one of

these greetings will be in effect, and will be played

when the user is busy or unavailable. Once the greetings have been recorded, the user may switch between the different greetings simply by entering the greeting number, and may at that point optionally

review or re-record a particular greeting. The user may also select the default system greeting instead

of a customized greeting.

PRIVATE MESSAGES

When a caller or a user sends a message to a system user, the message may be given special attributes, Urgent and/or Private. A Private message

is one which may not be forwarded by the recipient

to any other user. The recipient will be informed if a

message has the Urgent or Private attribute set.

PROTECTED SECURITY CODE

Each User ID in the Stratagy system may be given a security code. Before anyone can “log into” that User ID, which allows access to its messages, settings, greetings, etc., this security code must be entered by the caller. Once logged in, a user may change the security code, subject to the minimum length restriction which may be set by the System Administrator, maximum length is 16 digits. The System Administrator specifies the initial security code for each User ID. The administrator may also change the security code at any time, but the administrator cannot find out what the current security code is for any existing User ID.

RELAY PAGING

Relay Paging streamlines Message Notification permitting the caller to enter a phone number while the user’s greeting is being played. The Stratagy system still pages the user, but instead of displaying the usual information, only the phone number entered by the caller is displayed on the pager. This allows the user to return the call much sooner by not calling into the Stratagy system since no voice mail message is left.

SCHEDULED CALL SCREENING

The Stratagy Auto Scheduler allows various parameters of each User ID to be changed automatically at pre-scheduled days and times. One such feature is the Call Screening option. A User ID may be configured to switch automatically to Call Screening mode during certain hours of the day, or on certain days of the week (or any combination). See Call Screening for more details.

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STRATAGY 4/6/24

SCHEDULED DO NOT DISTURB SINGLE-DIGIT MENUS

The Stratagy Auto Scheduler allows various

parameters of each User ID to be changed automatically at pre-scheduled days and times. One such feature is the Do Not Disturb option. A User ID may be configured to turn this option on or off automatically at pre-scheduled times and/or days of

the week. See Do Not Disturb for more details.

While a user’s greeting is being played, a caller may enter a Single-Digit Menu that allows the caller to select an option, such as Audiotext, a personal assistant, call queuing or the operator, etc. When the caller enters one of the defined single-digit menu keys, the system will process the User ID associated with that menu item. Each User ID may have an individual Personal Single-Digit Menu.

SCHEDULED EXTENSIONS

The Stratagy Auto Scheduler permits several

attributes of a User ID to be changed on an automatically scheduled basis. One of these attributes is the Extension field. A User ID may be configured to change the Extension field automatically at a certain time and/or day. Two such

Auto Scheduler records could be used to toggle the

Extension field between two different values. Automatically scheduled Extension changes might be useful, for example, for a user who works from

two different locations on a regular basis. The

Stratagy system could be programmed to ring the phone at the correct location automatically, without

the need for the user to enter anv call forwardina

information manually each time the-user moves to a different location.

SCHEDULED GREETINGS

The Stratagy Auto Scheduler allows several options,

or attributes, of a User ID to be changed on a regular, pre-scheduled basis. These attributes can be set to change on certain days of the week, times of day, or based on the date. The greeting number for the User ID is one of these attributes which can be changed automatically. See Personal Greetings for more detail.

SCHEDULED MESSAGE NOTIFICATION

One of the many features of Stratagy’s flexible message notification system is the ability to configure

the applicable time and day for each notification

record. Notifications can be set to occur only during certain hours, on only certain days of the week, or any combination thereof. See Message Notification

for more details.

SINGLE-DIGIT MESSAGE REPLY

If one Stratagy user sends voice mail to another user, then the recipient can send a reply message to the original sender without having to reenter the sender’s User ID. While listening to messages, the DTMF command to Send a Message also functions as a Reply command by filling in the “from” information in the current message as the “to” information of the new message. If the recipient is not replying, but instead is sending a brand new message, then the user can simply enter that other

User ID, overwriting the default that was filled in

automatically.

URGENT MESSAGES

When a caller or a user sends a message to a system user, the message may be given special attributes, Urgent and/or Private. The recipient will be informed if a message has the Urgent or Private attribute set. Furthermore, Urgent messages have two special attributes. First, when an Urgent message is received by a User ID, it is placed at the beginning of that User ID’s message queue. When the messages are reviewed by the user, messages marked Urgent are always played back first,

regardless of the message retrieval order selected by the user. The second soecial feature of Uraent messages is that there is an Urgent notification $pe. This allows users to be notified differently for urgent messages than they are when normal messages are received. In fact, a user might have no notification set up at all for normal messages, but might have Pager Notification configured for urgent messages.

AUGUST 1994

SCHEDULED RING DURATION

The Stratagy Auto Scheduler allows several options, or attributes, of a User ID to be changed on a

regular, pre-scheduled basis. These attributes can be set to change on certain days of the week, times of day, or based on the date. The ring duration for the

User ID is one of these attributes which can be changed automatically. See Administration Features

- Ring Duration for more details.

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Table 4-1 Stratagy Features ,

STRATAGY 4/6/24

AUGUST 1994

Table 4-1 Stratagy Features (continued)

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STRATAGY 4/6/24

Table 4-l Stratagy Features (continued)

AUGUST 1994

USER

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Table 4-2 Stratagy Feature Differences by System

NOTE:

In addition, Stratagy 24 systems support four out of five

serial communication port (RS-232) options:

W Fax Modem 1 n Fax Modem 2 n Remote Maintenance n IVR Host Connectivity

H SMDI Integration

A maximum of up to 4 of these options may be configured

for each Stratagy 24 system.

STRATAGY 4/6/24

AUGUST 1994

CHAPTER 5

SYSTEM SPECIFICATIONS

This chapter provides specifications for various aspects of the Stratagy systems. The provided information details the systems’ physical and functional characteristics.

WEIGHT

30 Ibs.

POWER REQUIREMENTS

115 VAC at 6 amps (50/60 Hz)

230 VAC at 3.5 amps @O/60 Hz)

HEAT DISSIPATION

Maximum 200 watts

STRATAGY 4

685 BTU per hour

CONFIGURATION

‘

n A 486SX computer running at a minimum of 25MHz n A minimum of 2MB of RAM 4 A hard disk drive with DOS n One 3.5” diskette drive 4 Supports only FAX tone detection feature n Capacity of two or four ports with six hours of

message capacity n Integration with DK8 and DK16 only n Optional 2400 baud external modem

DIMENSION

Height - 16”

Width - 7”

Depth - 15”

STRATAGY 24

CONFIGURATION

n A 486SX computer running at a minimum of 25MHz n A minimum of 4MB of RAM n A hard disk drive with DOS n One 3.5” diskette drive n Keyboard and monitor n Optional 2400 baud external Modem n Full fax capabilities

W Up to 24 ports H Storage capacity of six, 20 or 33 hours n Three different disk storage capacities

DIMENSION

WEIGHT

29 Ibs.

POWER REQUIREMENTS

115 VAC at 6 amps (50160 Hz)

230 VAC at 3.5 amps (50/60 Hz)

HEAT DISSIPATION

Maximum 200 watts

685 BTU per hour

STRATAGY 6

CONFIGURATION

n A 486SX computer running at a minimum of 25MHz n A minimum of 2MB of RAM n A hard disk drive with DOS n One 3.5” diskette drive n Supports only FAX tone detection features n Capacity of two, four or six ports with six hours of

message capacity

System

Height - 6.2”

Width - 16.7” 12.8”

Depth - 16.7”

WEIGHT

System and keyboard - 38 Ibs.

Monitor - 20 Ibs.

POWER REQUIREMENTS

115 VAC at 6 amps (50160 Hz)

230 VAC at 3.5 amps (50160 Hz)

HEAT DISSIPATION

Maximum 200 watts

685 BTU per hour

MONITOR

POWER REQUIREMENTS

100 - 240 VAC at 0.5A amps (50160 Hz)

Monitor

13.3”

12.6”

DIMENSION

Height - 16”

Width - 7”

Depth - 15”

HEAT DISSIPATION

Maximum 50 watts 200 BTU per hour

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INSTALLATION AND MAINTENANCE MANUAL

INSTALLATION SECTION

SEPTEMBER 1994

Chapter 1 Chapter 2 _ _ _ - _ - _ - _ _ Chapter 3 Chapter 4 Chapter 5 _ - _ - - - - - - _

AppendixA ---------

_ - _ - - - - - - _

_ _ _ _ _ - _ - _ _ _ _ _ - _ - _ - _ _

AtoZ KELLATRONICS, INC

Introduction Before You Install Installing the Hardware

Accessing Stratagy Configuring and Backing Up Stratagy

Checklists and Forms

STRATAGY 4/6/24

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INSTALLATION SECTION

SEPTEMBER 1994

CHAPTER 1

INTRODUCTION

STRATAGY 4 / 6

/ 2 4 INSTALLATION AND MAINTENANCE MANUAL

Chapter 1 - Introduction

SEPTEMBER 1994

PARAGRAPH

3.1

3.2

4.1

4.2 5 6

SUBJECT Purpose ________________________________________----

Organization ____________________________________ Reference Documentation-------------

____________________---------------------------------------------

____________________------------------------------------------------

_____-_________--___--------------

__________--_--__-__-------------------

Sections of this Manual ________________________________________----------------------------------------------Additional Reference Documentation ________________________________________-----------------------------

Assumptions About the Installer ----

Knows Stratagy and the Telephone System ________________________________________-------------------Trained Installer Familiar with PCs ________________________________________--------------------------------

System Mnemonics/Terms ____________________--------------------------------------------- ------ --__--------- -

____________________--------------------------------------------

---------- 1-l

Use of Notes, Cautions, and Warnings ____________________------------------------------ ------ ------------- -

PAGE

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SEPTEMBER 1994

CHAPTER 1

INTRODUCTION

1 PURPOSE

The Installation section of the Sfrafagy lnsfa//afion and

Maintenance Manual provides detailed step-by-step instructions for installing and maintaining Stratagy voice processing systems.

This chapter provides an overview of the organization of

‘

the manual; a list of reference documentation that supports the system; the assumptions about the installer; a list of system mnemonics and terms; and the use of notes, cautions, and warnings.

2 ORGANIZATION

This manual is organized in modular chapters for easy removal and replacement of updated materials. The

chapters in this section are as follows:

Chapter 1 Introduction

Fault Finding: Describes the procedures used to

diagnose and correct faults.

Maintenance and Upgrades: Provides instructions on

maintaining and upgrading Stratagy systems.

Operating Procedures: Consists of the User Guide

reference document. Describes the telephone

operating procedures for the telephone user.

Incorporates the Quick Reference Guide, a concise

guide for Stratagy users.

Technical Bulletins: Provide important updates to the

Stratagy documentation.

3.2 ADDITIONAL REFERENCE DOCUMENTATION

In addition, the Stratagy systems are supported by the

following complement of reference documentation.

Feature Description: A brief description of the features

of the Stratagy systems.

User Guide: Describes the telephone operating procedures for the telephone user.

Quick Reference Guide: A concise guide for Stratagy

users.

Chapter 2 Before You Install Chapter 3 Installing the Hardware Chapter 4 Accessing Stratagy Chapter 5 Configuring and Backing Up Stratagy Appendix A Checklists and Forms

3 REFERENCE DOCUMENTATION

Reference documentation for the Installation section

consists of the remaining sections of the lnsfallafion and

Maintenance Illlanual and additional Stratagy

documentation.

3.1 SECTIONS OF THIS MANUAL

The lnsfallafion and Maintenance Manual consists of the following sections.

General Description: Reference document that provides

an overview of the Stratagy systems. Describes their

hardware and features. Available as a stand-alone

document.

Installation: Designed for the installer, provides detailed

step-by-step instructions for installing and configuring Stratagy systems (this section).

Programming: Provides detailed instructions for

operating, customizing, and administrating Stratagy systems.

4 ASSUMPTIONS ABOUT THE

INSTALLER

4.1 KNOWS STRATAGY AND THE TELEPHONE SYSTEM

To install, upgrade, or maintain the system, you need to

know the following about Stratagy: n Features (refer to the Sfrafagy General Description) n Operation, customization, and administration (refer to

the Programming section)

In addition, you need to know about the telephone system to which you will connect Stratagy. Refer to the appropriate installation documentation.

4.2 TRAINED INSTALLER FAMILIAR WITH

PCS

This manual is designed for a trained installer with some familiarity of PCs and an understanding of telephone systems. We assume you know the following:

n Computer terms, such-as: I/O, serial port, parallel

port, RS-232, RAM, and DOS.

n How to safely open a personal computer and

install/remove cards.

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How to identify basic components of a personal computer: e.g., motherboard, I/O controller, video card, I/O ports, modem.

How to connect the monitor and keyboard, and how to power on the computer.

How to type the underscore character ( _ ).

When to press the Enter key.

Telephony terms, such as: station side, CO, singleline, hunt group, coverage path, flash-hook, call forward on ring-no-answer, call forward busy, DTMF, and tone patterns.

The difference between an RJ-I 1 and RJ-14 connector.

The separation of the telephone switch and Stratagy.

How to use a line monitor (and have a line monitor) to

observe test calls.

If you are unfamiliar with any of the above, please find out before you attempt to install Stratagy. Toshiba

Technical Support will be happy to answer your questions

regarding the above.

5 SYSTEM MNEMONICS/TERMS

The following mnemonics identify the system’s hardware, operation, and features.

BPS: Bits Per Second - Unit of measure that refers to

the transmission speed (baud rate) of electronic signals. Used when describing modem operation.

CO: Central Office - Facility which houses switching

equipment that provides telephone service (CO lines, Centrex lines, etc.) for the immediate geographical area.

DID: Direct Inward Dialing - Feature of PBX and Centrex

telephone systems which allows callers to dial from the public network to a wanted extension without

operator intervention.

DK: Digital Key.

DTMF: Dual tone Multi-frequency - Push-button tone

dialing.

or accessed through the serial ports of the Stratagy system, possibly connecting to a mainframe or other data server.

prompts, so that the system could, for example,

respond to a caller with the message “Your order for 6 items will be shipped on July 17, 1994.” The number six and

provided by the database, while the phrases “Your order for” and “items will be shipped on” would be

recordings that the System Administrator would

make.

MODEM: Modulator-Demodulator - Device used

primarily for converting digital signals into quasianalog signals for transmission, and reconverting

upon reception.

PBX: Private Branch Exchange - Industry-standard term

which refers to a telephone switch, usually on-

premises, which serves an individual company, and

is connected to a public telephone exchange through the CO.

PC: Personal Computer. PCB: Printed Circuit Board. PORT: There are two types of ports: physical and logical.

A physical port is an actual station circuit location; a

logical port is the set of characteristics - features,

station intercom number, etc. - assigned to the

physical port. Logical ports are mobile; they can be moved from one physical port to another.

RAM: Random Access Memory - Type of system

memory that holds individual system configuration and features programming. RAM is read/write memory, and can easily be revised in programming.

RNA: Ring No Answer.

ROM: Read Only Memory - Type of system memory that

holds static software that comprises the mechanics of the features’ functions.

the date

in this example would be

I/O: Input/Output. IVR: Interactive Voice Response - An application that will

prompt the user for input (using a custom prompt), wait for the user to enter a DTMF response, which will be stored into a variable, and then use that

information to access a database to formulate a

response. Databases may be on the hard disk of the

Stratagy system, accessed remotely over a network,

l-2

SMDI: Simplified Message Desk Interface - type of

integration that uses an RS-232 serial link. SMDR: Station Message Detail Recording. USER ID: Unique Stratagy record that provides call

processing control - records messages from callers,

provides information to callers, or controls the flow of

a call.

-’

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

6 USE OF NOTES, CAUTIONS,

AND WARNINGS

Notes - Elaborate specific items, or reference other

information.

Important Notes - Call attention to important

instructions or other information.

Cautions - Advise you that the equipment could be

damaged if the instructions are not followed closely.

Warnings - Alert you when the given tasks could cause

the technician personal injury or death.

SEPTEMBER 1994

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INSTALLATION SECTION

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CHAPTER 2

BEFORE YOU INSTALL

STRATAGY 4

/ 6 /

INSTALLATION AND MAINTENANCE MANUAL

Chapter 2 - Before You Install

SEPTEMBER 1994

PARAGRAPH SUBJECT

3 4 5 6

Introduction ________________________________________------------------------------- ----------------------------------

The Reference Documentation ____________________-------------------------- ----------------------------------

Conduct a pre-installation Survey ____________________------- --- ------- ------------ _________---_______-------Determine Stratagy’s Configuration and Integration ____-________----- ------ ---- ----------------------Customize User ID Mailboxes ____________________--------------------------- ----- _----- ----------------------Select and prepare the Hardware Site ____________________---------------- ---- -_----- -----------------------

PAGE

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SEPTEMBER 1994

Number of locations

H Telephone system to which you will connect Stratagy

BEFORE YOU INSTALL

1 INTRODUCTION

The pre-installation requirements include: n

Knowing the reference documentation.

Conducting a pre-installation survey to determine how

to configure and customize the Stratagy system.

Determining Stratagy’s configuration and integration.

Customizing User ID mailboxes to define the automated attendant and voice messaging system.

Selecting and preparing the hardware site.

assist you in tracking your progress in meeting these

requirements, we provide the Stratagy Pre-Installation. (We also provide the Stratagy Installation Checklist to help you verify that you have completed the necessary steps involved in installation.) See Appendix A, “Checklists and Forms.”

- -

2 THE REFERENCE

DOCUMENTATION

To install, upgrade, or maintain the system, you need to

know the following about Stratagy.

n Features (refer to the Stratagy General Description)

n Installation (refer the Installation section). n Operation, customization, and administration (refer to

the Programming section).

In addition, you need to know about the telephone system to which you will connect Stratagy. Refer to the appropriate installation documentation.

3 CONDUCT A

PRE-INSTALLATION SURVEY

When conducting a pre-installation survey, obtain

information about the company, its telephone system, and the desired auto attendant and voice mail functions. As appropriate, use the items suggested below and

include additional questions. n The company

Number of employees

Number of employees using mailboxes

Manufacturer, model, and software release

Number of Central Office lines

Number of single line stations

Auto

attendant information

Number of companies using system

Whether primary answering position

Company greetings and instructions

Menus (sales, service, etc.)

n Voice mail information

Number of employees requiring voice mailboxes

Message waiting lights

Notification requirements

Directory requirements

4 DETERMINE STRATAGY’S

CONFIGURATION AND

INTEGRATION

Determining Stratagy’s configuration and integration definitions involves the following. Reference Chapter 5 (“Configuring and Backing Up Stratagy”) for details.

Defining Stratagy system configuration options:

setting system-wide parameters for Stratagy control,

including system password, timeout values, computer

configurations, and per port options.

Defining the telephone system dial codes, telephone system tone patterns, and system integration patterns.

Note that each Stratagy system has been pre-

installed at the factory for out-of-box (Plug and Play) operation on a specific Toshiba telephone system as follows:

Stratagy 4 with Strata DK8 Stratagy 6 with Strata DK16 Stratagy 24 with Strata DK280A

All dial codes, tone patterns, and integration patterns specific to the above system have been pre-installed at the factory for each Stratagy system.

IMPORTANT NOTE:

The above Strata DK must be configured for the appropriate voile mail system settings individually. See the specific Strata DK Installation and Maintenance manual for these procedures.

2-1

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

* If you have a Toshiba telephone system, Stratagy

will automatically define these parameters once

you

select the appropriate system during

installation (if not pre-installed).

a If you are defining how Stratagy and another

manufacturer’s telephone systems communicate together, you will also need to reference the

telephone

documentation.

manufacturer’s installation

5 CUSTOMIZE USER ID

‘

MAILBOXES

Customize Stratagy by programming the User IDS to define the automated attendant and voice messaging system. For details, see the Programming section.

Note that with Toshiba Plug and Play, the Strata DK default station (extension number) User ID mailboxes have been pre-installed for the specific Stratagy and Strata DK systems described above. n

For your convenience, Appendix A (“Checklists and

Forms”) provides the following: Users Form, Auto (Scheduling) Form, Notify Form, and Greeting Scripts Form.

6 SELECT AND PREPARE THE

HARDWARE SITE

Since the Stratagy system PC hardware and the telephone system must be physically connected, locate the PC by the telephone system. A remote system can

be located anywhere it is appropriate to place a PC.

Power Requirements -We recommend the following for

the Stratagy system PC desktop and tower:

n A 1.5 A circuit breaker and dedicated AC circuit (does

not have an ON/OFF wall switch power turn-off)

n A surge protector with a light that indicates whether or

not the protector is operational

nvironmental Considerations - Any place appropriate

for a PC, including:

Dry and clean, well ventilated, well illuminated, and

easily accessible

Not subject to extreme hot or cold; corrosive fumes, dust, or other airborne contaminants; or excessive vibration

For more details about environmental and electrical

specifications, see Chapter 3, “Installing the Hardware.”

to avoid accidental

2-2

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

INSTALLATION SECTION

SEPTEMBER 1994

CHAPTER 3

INSTALLING THE HARDWARE

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994

Chapter 3 - Installing the Hardware

PARAGRAPH SUBJECT

1 1 ntroduction ________________________________________-----------------------------------------------------------------

2 The Hardware ___________ - ________________________________________--------------------------------------------------

5 Installing Stratagy Voice Boar& ________________________________________---------------------------- -- --------

What Comes Shipped ________________________________________---------------------------------------------------

Inspecting and Unpacking the System ________________________________________---------- -- -------- ---- ------

PAGE

3-t 3-t

3-I 3-I

3-l

5.1 Stratagy Voice Board Code and Activation Key-Number ------------------------------------------- 3-l

5.2

6.1

6.2

Addressing

Setting Up Stratagy System Hardware ________________________________________------------------------------

Setting Up the Stratagy 4 and 6 ________________________________________-----------------------------------Setting

and

Up the

Installing

Stratagy

Voice Boards ________________________________________--------------

24 ________________________________________-------------------------------------------

7 Physically Connecting Stratagy to Your Telephone System-------------------------------------------

7.1 Connecting to a Telephone System that Uses RJ-14 Jacks ----------------------------------------

3-4

3-5 3-5

3-8 3-8

3-l 0

7.2 Connecting to a Telephone System that Uses RJ-11 Jacks ---------------------------------------- 3-11

7.3 Connecting to a Telephone System that Uses Modular and Split Block ------------------------- 3-l 1

Verify

FIGURE LIST

FIGURE TITLE

3-l 3-2

3-3 3-4

3-5

3-6

3-7

3-8 3-9 3-10 3-11

Basic Functions -: ---------------------------------------------------------------------------------------.-- 3-t 3

Stratagy Stratagy

The

Stratagy Stratagy

and 6 Hardware Components ________________________________________---------------------------

Hardware Components ________________________________________----------------------------------

Stratagy

Voice Board ________________________________________----------------------------------------------

and 6 Voice Board Installation ________________________________________--------------------------

Voice Board Installation ________________________________________---------------------------------

Stratagy 4 and 6 Front and Back Panels

(Sample Stratagy 6 with 6 Voice Board and 2 COM Ports)---------------------------------------

Stratagy 24 Front and Back Panels (Sample Stratagy 24 with 24 Voice Board Ports) ---------

Stratagy

Voice Board Poti

Numbering

________________________________________------------------------------

Connecting Stratagy to a Telephone System that Uses RJ14 Jacks-------------------------------Connecting Stratagy to a Telephone System that Uses RJl 1 Jacks-------------------------------Connecting Stratagy to a Phone System that Uses Modular and Split Block ---------------------

PAGE

3-2 3-3

3-5 3-6 3-7

3-8 3-9

3-10 3-l 1

3-l 1 3-12

TABLE LIST

TABLE

3-l 3-2

3-3

TITLE

Stratagy Stratagy

Stratagy Hardware Environmental and Electrical Specification Summary -------------------------

and 6 Hardware Specification Summary ________________________________________-------------

Hardware Specification Summary ____________________----------------------------------------

PAGE

3-2 3-3

3-4

3-i

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994

CHAPTER 3

INSTALLING THE HARDWARE

1 INTRODUCTION

This chapter describes the Stratagy hardware and provides step-by-step instructions on installing the

Stratagy 4, 6, and 24 systems.

2 THE HARDWARE

Stratagy 4 and 6 - This system consists of a PC tower.

It contains 2 or 4 ports, and 6 hours of disk storage. It may be expanded to a maximum of 6 ports. A lap-

top PC with Stratagy Remote software installed and

a null modem cable is required. An external modem is available as an option. See Figure 3-l for the major hardware components. For the specification

summary, see Table 3-I.

Stratagy 24 - This system consists of a desktop PC,

monitor, and keyboard. It contains 4 ports, and either 6, 20, or 33 hours of disk storage. It may be expanded to a maximum of 24 ports. An external modem is available as an option. See Figure 3-2 for the major hardware components. For the specification summary, see Table 3-2.

For the Stratagy hardware environmental and electrical

summary for Stratagy 4, 6, and 24, see Table 3-3.

3 WHAT COMES SHIPPED

Stratagy 4 and 6 ships with the following: n PC tower appropriately equipped and all necessary

software pre-installed on the hard disk H Documentation package (DOC PAK) Stratagy 24 ships with the following: n

PC desktop appropriately equipped and all necessary

software pre-installed on the hard disk n

Monitor and keyboard

Documentation package (DOC PAK)

4 INSPECTING AND UNPACKING

THE SYSTEM

Use the following procedures when inspecting and

unpacking the system:

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 system against the packing list and inspect all equipment for damage. If equipment is missing or damaged, contact your supplier immediately.

3. Retain the original packaging materials for re-use when transporting system hardware.

4. Place the key for the PC’s lock in a safe place. You may want to use the keys to prevent unauthorized keyboard access to Stratagy.

5 INSTALLING STRATAGY VOICE

BOARDS

Stratagy systems can be expanded to their maximum capacity by installing additional Stratagy 2- or 4-port voice boards. This section discusses:

n Stratagy voice board code and activation key-number n Addressing and installing Stratagy voice boards

5.1 STRATAGY VOICE BOARD CODE AND ACTIVATION KEY-NUMBER

Only Stratagy voice boards can be used in a Stratagy system. In addition, each Stratagy system has a unique

activation key-number that matches the Stratagy

software to a specific Stratagy voice board.

IMPORTANT NOTE: Use only Stratagy voice boards supplied by Toshiba in your Stratagy system. Non-

Stratagy voice boards will cause your entire system to be non-operational.

Stratagy voice boards are manufactured by Rhetorex, Inc. and are configured with a unique Stratagy code

allowing them to work with a Stratagy system. You

install and use only Stratagy voice boards supplied by

Toshiba. Other Rhetorex voice boards manufactured for

other voice processing systems are not configured with the unique Stratagy code. Therefore, a non-Stratagy voice board installed in a Stratagy system will cause the entire system to become non-operational. All non-

Stratagy voice boards must be removed to allow the

Stratagy system to function. In a Stratagy 24 system, the

non-Stratagy voice boards will be identified on the

monitor. Non-Stratagy voice boards will also be identified

in the Stratagy 4 and 6 systems when these systems are

accessed using a laptop PC with Stratagy Remote software via local or remote access.

IMPORTANT NOTE: Each Stratagy voice processing system has a unique activation key-number entered during manufacturing that matches the Stratagy software to a Stratagy voice board. The software will not work with any other voice board.

must

3-l

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

Figure 3-l Stratagy 4 and 6 Hardware Components

Tower Hardware

CPU

Hard Disk Drive Floppy Drive

RAM

486SX CPU @ 25 MHz 6 hours net storage

3.5” diskette drive (1.44MB) 2MB

Other Hardware

External Modem

2400 baud modem (optionally equipped, but required for remote access)

Capacities

Ports

Software

2,4 or 6 ports

DOS Stratagy voice processing software, host, and necessary utilities

Table 3-1

Stratagy 4 and

3-2

6 Hardware Specification Summary

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

Figure 3-2 Stratagy 24 Hardware Components

Desktop Hardware

CPU

Hard Disk Drive Floppy Drive

RAM

Other Hardware

Monitor Keyboard External Modem

Capacities

Ports

Software

486SX CPU @ 25 MHz 6, 20, or 33 hours of net storage

3.5” diskette drive (1.44MB)

4MB

VGA

101 -key keyboard

2400 baud modem (optionally equipped, but required for remote access)

4, 6, . . .

DOS Stratagy voice processing software, host, and necessary utilities

24 ports

Table 3-2

Stratagy

24 Hardware Specification Summary

3-3

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

Environmental Conditions

Electrical Requirements

(AC Input)

Operating Temperature 39.2”F to 104°F (4°C to 40°C) Storage Temperature 104°F to 140°F (-40°C to 60°C) Operating Humidity

Stratagy 4, 6 or 24 115 VAC, at 6 amps (50/60 Hz) Monitor

20% to 80% (non-condensing)

230 VAC at 3.5 amps (50/60 Hz)

115 or 230 VAC at 0.5 amps (50/60 Hz)

(Provide host system with 15 A circuit breaker and dedicated circuit)

Heat Dissipation

Analog Interface

‘

Stratagy 4, 6, or 24 Maximum 200 watts, 685 BTU per hour Monitor Maximum 50 watts, 200 BTU per hour

Telco types Loop Start, OPX Connection Single line, RJ-14C jacks

Impedance 600 ohm nominal

Frequency response 300 - 3200 Hz Ring detect Loop current range 20 - 120 mA polarity insensitive Transfer signaling Hook-flash Input level -3 dB maximum, 130 dB/minimum Output level -3 dB maximum, 30 dB/minimum DTMF receive 16 tones (0 - 9, *, #, A - D)

Minimum tone duration 45 ms Minimum tone detect -29 dB/minimum

Twist range

DTMF transmit 16 tones (0 - 9, *, #, A - D)

Minimum tone duration Transmit level -7 dBm nominal Twist range 2-3dB

Progress Tones

Frequency response 200 - 300 Hz +3 dB/minimum Speech Parameters -13 dB/minimum average transmit level for a -32 dBm receive level Voice Coding Scheme 64 Kbs u-Law PCM, 32 Kbs ADPCM compression

40 - 130 Vrms, 15.3 - 68.0 Hz

+-IO dB 50 ms

Standard and proprietary, in 350 - 640 Hz frequency range

Table 3-3 Stratagy Hardware Environmental and Electrical Specification Summary

Each Stratagy voice processing system has a unique activation key-number that matches the Stratagy software to a Stratagy voice board. This number is entered into the system during manufacturing.

The activation key-number is written on a piece of

paper shipped with the Stratagy system. Store the number in a safe place.

The activation key-number

must be entered to allow the

5.2 ADDRESSING AND INSTALLING STRATAGY VOICE BOARDS

Stratagy systems may be expanded to their maximum capacity by installing additional Stratagy 2- or 4-port voice boards. Installing a voice board into a Stratagy system PC involves addressing the board before installing it.

Stratagy system to operate under the following

conditions: n The Stratagy factory-installed voice board is removed.

H The Stratagy hard disk drive is replaced or upgraded. n The Stratagy system software is re-installed or

upgraded.

n Fault isolating or troubleshooting a Stratagy system

under direction of Toshiba Technical Support.

In most cases, you must re-enter the original activation

key-number shipped with the system. In other cases, you must obtain a new activation key-number contacting Toshiba.

5.2.1 ADDRESSING THE VOICE BOARD

In order for Stratagy to recognize each voice board in a system, each voice board is assigned a unique address. The address of the first voice board is 300; the second, address 301; the third, address 302, etc.

To set a voice board’s address, you need to arrange the

10 jumper pins on the voice board in the correct manner. The jumper pins are located along the top middle-right of

the board as you are looking at the component side of the board with the 4-wire jacks on the right. See Figure

3-3.

3-4

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

Figure 3-3

The Stratagy Voice Board

Voice board 1 is factory installed and normally shipped with address 300 (setting for board 1). Additional boards are packaged separately. Set the jumper pins for each voice board as follows. Note the following:

0: both pins are not covered/connected by a black

jumper pin (open)

7: both pins are covered/connected by a black jumper

pin (closed)

Board 1 Board 2 Address 301 Board 3 Board 4 Board 5 Board 6 Address 305 0101111100

Address 300 1111111100

0111111100 Address 302 1011111100 Address 303 0011111100 Address 304 1101111100

SHOWN:ADDRESS300

6. Close the computer, plug in the power cord, and turn on the power. Stratagy should automatically

recognize the additional ports.

Use only Stratagy voice boards supplied by

Toshiba. Non-Stratagy voice boards will cause your entire system to be nonoperational.

(SETTING FOR BOARD

IMPORTANT NOTE:

6 SETTING UP STRATAGY

SYSTEM HARDWARE

5.2.2 INSTALLING THE VOICE BOARD

To install the voice board in the Stratagy system, do the following. See Figures 3-4 and 3-5 for the voice board slots in the Stratagy 4 and 6 and Stratagy 24, respectively.

1. If installing voice boards in an existing system, from the Stratagy Main Menu shut down Stratagy

(see Chapter 4, “Accessing Stratagy” for details).

2. Turn computer’s power off.

3. Unplug the power cord.

4. Open the computer and locate the first available full length slot.

5. Remove the back slot cover and install the voice

board while taking care to properly slide the end of the voice board into the rear card guide. Repeat this for each voice board you are installing.

6.1 SETTING UP THE STRATACY 4 AND 6 To set up Stratagy 4 and 6, do the following. For a

diagram of the front and back panels, see Figure 3-6.

1. Place the PC tower in the site determined by the pre-installation survey.

2. Make sure the selectable power switch is at 11 OV or 22OV, depending upon available input power.

3. Connect the PC power cable. n If using 11 OV AC, connect the PC power cable

to the rear of the PC and to the dedicated 11 OV AC outlet. (We recommend you use a surge

protector.)

n If using 220V AC, connect the PC power cable

to the rear of the PC and to the dedicated 220V AC outlet. (We recommend you use a surge

protector.)

3-5

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

Shown: Installing Voice Board 1.

SEPTEMBER 1994

Figure 3-4

Stratagy 4 and 6 Voice Board Installation

3-6

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

Shown: Installing Voice Board 1.

Other boards not shown.

I I

SEPTEMBER 1994

Figure 3-5

Stratagy 24 Voice Board Installation

3-7

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994

AUXILIARY POWER OUTLET

110122ov POWER SWITCH

AIC POWER CORD CONNECTOR

- POWER (ON/OFF)

COM2

- KEY LOCK

(default

local access) LPTl ~

PARALLEL PRINTER PORT

not

used

COM1

(default

remote access)

not used

PORTS 516 PORTS l/2 PORTS 314

Figure 3-6 Stratagy 4 and 6 Front and Back Panels (Sample Stratagy 6 with 6 Voice Board and 2 COM Ports)

6.2 SETTING UP THE STRATACY 24

To set up Stratagy 24, do the following. For a diagram of

the front and back panels, see Figure 3-7.

1. Place the Stratagy system PC on a table or desk in the site determined by the pre-installation

survey.

2. Place the keyboard in front of the PC desktop.

I If using 220V AC, connect the PC power cable

to the rear of the PC and to the dedicated 220V AC outlet. (We recommend you use a surge

protector.)

7. If installing a printer, connect the 25pin data cable from the printer to the RS-232 printer pot-t (LPTI) on the back of the Stratagy system. Tighten the

screws. The printer must have a parallel interface.

3. Connect the round keyboard connector to the matching connector located in a round hole in the

rear panel.

4. Place the monitor on top of the Stratagy system PC.

5. Connect the 15pin monitor data cable to the

7 PHYSICALLY CONNECTING

STRATAGY TO YOUR TELEPHONE SYSTEM

video/printer adapter card’s 15pin connector located on the rear panel. Tighten the screws with a small flathead screwdriver.

6. Connect the PC power cable.

Before connecting Stratagy to your telephone sysfem, configure the yoke mail sysfem

IMPORTANT NOTE:

settings for your telephone system

q If using 11 OV AC, connect the PC power cable

to the rear of the PC and to the dedicated 1lOV AC outlet. (We recommend you use a surge

individually. Refer to your telephone system’s insfallation documentation.

protector.)

VOICE BOARD PORTS

3-8

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

POWER (ON/OFF)

SEPTEMBER 1994

VOICE BOARD PORTS

COM2 (default: fax 2) COMl (default: fax 1) COM4 (default: remote access) ~ COM3 (default: SMDI)

KEY LOCK @

PORTS13114 7 PORTS 15/16 7 1 PORTS 17/18 PORTS 19120 PORTS 21122 PORTS 23124

7 PORTS 9110 I

- PORTS 5/6

PORTS 1 l/l 2

PORTS 718

- PORTS l/2 “ORTS 314

POWER OUTLET

110/22OV POWER SWITCH ~ LPTl PARALLEL A

CORD CONNECTOR

A/C POWER

KEYBOARD 1

CONNECTOR

PRINTER PORT

MONITOR CONNECTOR

Figure 3-7 Stratagy 24 Front and Back Panels (Sample Stratagy 24 with 24 Voice Board Ports)

3-9

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994

Physically connect Stratagy to your telephone system. To

do this you need to know: n Customer-Supplied Parts - All modular cords,

connectors, cables, and connection blocks are customer-supplied.

n Location of the Ports on the Voice Board - On a

voice board with two connectors, the top connector

represents the first two ports, and the bottom

connector represents the second two ports, for a total

of four ports. See Figure 3-8.

n Numbering of Ports - Ports are numbered from 1 up

to a maximum of 24 (depending upon your system

hardware), with port 1 starting with the lowest

addressed voice board. See Figures 3-6 and 3-7.

n RJ-14 Modular Jacks and Voice Board Ports -

Each connector on a voice board is an RJ-14 type

module jack that supports two ports, where the inner pair of wires is one port and the outer pair is the other port.

n RJ-14 versus RJ-11 Modular Jacks - RJ-14 system. See Figure 3-g.

modular jacks use a standard 2-pair line cord, which represents two analog, or single-line, extensions. RJ-

11 jacks use only the inner pair of wires, which

represents only one analog extension.

n Stratagy may connect to the telephone system in

three ways. first two lines.

Directly using RJ-14 modular cords. See

‘Connecting to a Telephone System that Uses RJ-

14 Jacks.”

Directly using RJ-14/RJ-11 split modular cords.

See “Connecting to a Telephone System that Uses RJ-11 Jacks.”

Indirectly using RJ-14 modular cords, 625type modular blocks, a 66M150 type split block, and 25 pair cable with AMP connector. This is typical of Toshiba Strata DK and Perception telephone systems. See “Connecting to a Telephone System

that Uses Modular and Split Block.”

7.1 CONNECTING TO A TELEPHONE SYSTEM THAT USES RJ-14 JACKS

If your telephone system uses RJ-14 modular jacks, use

a standard e-pair line to connect Stratagy to the phone

Connect the system as follows:

. Plug one end of an RJ-14 connector into

Stratagy’s voice board jack for ports 1 and 2; the other end into the telephone system’s jack for the

JUMPER PINS

Figure 3-8 Stratagy Voice Board Port Numbering

PORT 1

PORT 3

PORT 2

PORT 4

3-10

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

TO TELEPHONE SYSTEM

>.:. ->.., RJ-14

STRATAGY VOICE BOARD JACK

5 (,;-‘i

-,Jw... ___ , ‘.“-_

--- -- -----_“:/ Js

_ .--. “l.,~..---’

--/

STANDARD 2-PAIR TELEPHONE LINE

i ‘:

-...._

1 ]

..i.;,

Figure 3-9 Connecting Stratagy to a Telephone System that

Uses RJ-14 Jacks

2. Plug one end of an RJ-14 connector into Stratagy’s voice board jack for ports 3 and 4; the other end into the telephone system’s jack for the second two lines.

3. Continue the process until all voice board ports are connected.

7.2 CONNECTING TO A TELEPHONE SYSTEM THAT USES RJ-II JACKS

If your telephone system uses RJ-11 modular jacks, you will need to use a splitter to connect Stratagy’s RJ-14 jacks to the phone system. That is because for RJ-11 connectors only two wires - the inner pair - are used.

(Also see “Connecting to a Telephone System that Uses

Modular and Split Block.“) See Figure 3-l 0.

Connect the systems as follows:

1. Make splitters by dividing one end of each RJ-14 connector into two RJ-11 connectors.

Attach the green and red wires (the inner pair of the RJ-14 connector) to the inner pair of one

RJ-11 plug. Refer to this as the first RJ-I 1 plug.

Attach the black and yellow wires (the outer

pair of the RJ-14 connector) to the inner pair of the other RJ-11 plug. Refer to this as the second RJ-11 plug.

2. Connect Stratagy’s voice board ports 1 and 2 to the first two lines on the telephone system by inserting the following:

n the RJ-14 plug into the jack for Stratagy’s voice

board ports 1 and 2

n first RJ-11 plug into the telephone system’s jack

for the first line

TO TELEPHONE

SYSTEM

STRATAGY

VOICE BOARD , _

L RED

GREEN LINE

BLACK

YELLOW

RED

GREEN

TELEPHONE

Figure 3-10

Connecting Stratagy to a Telephone System that

Uses RJ-11 Jacks

n second RJ-11 plug into the telephone system’s

jack for the second line

3. Continue the process until all voice board ports are connected.

7.3 CONNECTING TO A TELEPHONE SYSTEM THAT USES MODULAR AND SPLIT BLOCK

Many telephone systems will require other types of connections instead of directly to RJ-14 or RJ-11. This

type of connection is accomplished using 625type

modular blocks and telephone wire, and/or 66M150 split blocks.

Connect the systems as follows:

1. Plug one end of an RJ-14 connector into Stratagy’s voice board jack for ports 1 and 2; the other end into a 625type or equivalent modular

block. Connect the wire to the telephone system using the appropriate connector. A 66M150 split

block may also be used with bridging clips and as shown in Figure 3-11. This is typical of Toshiba Strata DK and Perception telephone systems.

2. Plug one end of an RJ-14 connector into Stratagy’s voice board jack for ports 3 and 4; the other end into a 625-type or equivalent modular

block. Connect the wire to the telephone system using the appropriate connector. A 66M150 split block may also be used with bridging clips and as

shown in Figure 3-11.

3. Continue the process until all voice board ports are connected.

3-11

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

TO TELEPHONE SYSTEM

BRIDGING

Cl IPS

MODULAR -

CORD

MODULAR BLOCK, 625TYPE OR EQUIVALENT

STRATAGY VOICE

BOARD

Poti 3 and 4

NOTE: 4 port voice board is shown

66M150 SPLIT BLOCK

’

2 port voice board will have only one modular jack.

Figure 3-l 1

Connecting Stratagy to a Phone System That Uses Modular and Split Block

3-12

5 R2 4 Ri 3 Tl 2 T2

PIN-OUT

w N

Port 1 and ,2

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

8 VERIFY BASIC FUNCTIONS

Follow the instructions below to verify that the basic

functions of Stratagy are working once you have

connected the system or have moved Stratagy to a different site.

Note that each Stratagy system has been pre-installed at the factory for out-of-box (plug and play) operation on a specific Toshiba telephone system. This includes the

integration and configuration parameters, default station (extension number) User ID mailboxes, and company greeting and instructions. The systems are:

Stratagy 4 with Strata DK8 Stratagy 6 with Strata DK16

Stratagy 24 with Strata DK280A

This is the out-of-box Toshiba Plug and Play operation for all Stratagy systems. Therefore, whether or not you have the specific telephone system associated with your Stratagy 4, 6, or 24, you will be able to verify basic functions.

IMPORTANT NOTE: If you experience any problems, go to the Fault Finding section before proceeding.

1. Verify that Stratagy is functioning and the boards did not get dislodged during shipping. To do this, power up the system. Let it proceed without any action from you. Wait approximately 3 minutes. A

Stratagy 24 will display the Main Menu.

2. Verify that each port works. This process also verifies voice playback and basic auto-attendant functions. Dial the extension number for each port.

For each port Stratagy should:

n Answer and play the Toshiba Plug and Play

company greeting (“Thank you for calling...“), greeting 1 in User ID mailbox 990.

n Continue to play the Toshiba Plug and Play

instructions greeting (“To reach the person.. .“), greeting 1 in User ID mailbox 991.

3-13

STRATAGY 4/6/24

Stratagym@ / (o”i /m

INSTALLATION AND MAINTENANCE MANUAL

INSTALLATION SECTION

SEPTEMBER 1994

CHAPTER

ACCESSING STRATACY

STRATAGY 4/S/24

INSTALLATION AND MAINTENANCE MANUAL

Chapter 4 - Accessing Stratagy

SEPTEMBER 1994

PARAGRAPH SUBJECT

2 3

3.1

3.2

3.3

4.1

4.2

4.3

Introduction ________________________________________------------------------------------------- ----- ----- -----------Using the Main Menu _______________________________________ Local Access ________________________________________----------------------------------------- ----- ----- ----- ----- --

Connecting the Cable ________________________________________--Preparing the Local System ____________________--------------------------------------- ----- ----- -- -------- -Using Stratagy Locally ________________________________________---------------------------------------------- --

Remote Access ________________________________________---------------------------------------- --- _____---------- --

Preparing the Stratagy System ____________________------------------------------------------------------- --

Preparing the Remote System _________________________ Using Stratagy Remotely ________________________________

FIGURE LIST

FIGURE

4-1

TITLE

Main Menu with Sample Data ____________________--------------------------------------- ------------ -------- 2

____________________---------------------------------

____________________--------------------------

____________________--------------------------------____________________---------------------------------

PAGE

4-1 4-1 4-2 4-2 4-2

4-2 4-3 4-3 4-3 4-3

PAGE

4-I

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

CHAPTER 4

ACCESSING STRATAGY

1 INTRODUCTION

When the Stratagy system powers up, the system automatically displays the Main Menu. From the Main

Menu, you can customize User ID mailboxes, maintain the system, and perform administrative functions. Or you can shut down Stratagy and use the Stratagy Configuration utility to backup or configure Stratagy with

your telephone system. To perform these functions, the Stratagy 4 and 6, which

are not equipped with a monitor and keyboard, are

accessible through local or remote access. The Stratagy 24 provides direct access through its monitor and

keyboard, and remote access is an option. Remote access refers to accessing the Stratagy system

via modem from a PC located at this or another site.

Local access refers to accessing the Stratagy system

directly via a cable connecting the Stratagy system with a laptop or PC. Both methods use Stratagy Remote software.

For initial installations, use local access for-the Stratagy 4 and 6; access the Stratagy 24 directly through its monitor and keyboard. When modifying an existing installation, use whichever access method is convenient.

This chapter discusses:

n Using the Main Menu n Local access

n Remote access

2 USING THE MAIN MENU

From the Main Menu (Figure 4-l) you can perform

various functions of the Stratagy system. These include: H Accessing the Users Menu (customizing User ID

mailboxes) 1 Generating reports n Performing system shutdown (to display the Stratagy

Configuration Utility Menu) n Using the Filecopy Utility n Setting system date and time

Users Reports Shutdown Filecopy Date/Time Main

Usage: O/68% Time: 08/29/94 17:04:03

Stratagy41.05/5.37

Voice Processing

TAIS, Inc.Cogyright

Strata DK 8

Users: 101 Space: 31:46 94% Shutdown:

1994 Calls: 1013

Notify Scan

Started: 08/29/94 16:58:01

08/30/94 01:30

Faxes:

At 08/29/94 17:58

Port User ID Status Calls Last Port User ID Status

l/A 990 DIAL 2/A 991

IDLE 181 17:02 3/A 3366 RECORDING 4/A 990 IDLE

I’

Figure 4-1 Main Menu with Sample Data

290 17:04

17 17:04

3 09:56

I I

Calls Last

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STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

To access the options (Users, Reports, etc.), press and the first character (highlighted) of the option. The default password is Stratagy, with the first letter uppercase. For detailed information about using the Main Menu, see the Programming section, Chapter 3 “Accessing and Using Stratagy.”

Alt

3 LOCAL ACCESS

Local access refers to accessing the Stratagy system directly via a cable connecting the Stratagy system with a laptop or PC. This section discusses:

q Connecting the cable 4 Preparing the local system n Using Stratagy locally

3.1 CONNECTING THE CABLE

Connect a null modem cable from COMl or COM2 on the laptop/PC to the Stratagy system COM port. The default setting is COM2 for both the Stratagy 4 and 6. (See Chapter 3, “Installing the Hardware,” Figure 3-6, “Stratagy 4 and 6 Front and Back Panels.“) The Stratagy 24, which has direct access with the monitor and

keyboard, is not configured for local access.

On the laptop/PC, the COM ports are serial ports (g-pin or 25pin male connectors). On the Stratagy system, COM2 has a 25pin male connector. You may need to

use an adapter with the null modem cable to connect the

laptop/PC to the Stratagy system.

3.2 PREPARING THE LOCAL SYSTEM

Preparing a laptop/PC involves loading the Stratagy Remote software.

IMPORTANT NOTE: Do not install the Stratagy Remote software on a system with a screen saver program; Local access may not work.

Load the Stratagy Remote software on the laptop/PC:

If you are not at the DOS prompt (C:\), exit to the DOS prompt.

If you are running Windows, exit Windows. Do not use Windows’ MS-DOS Prompt option.

Insert the disk that contains the Stratagy Remote

software into the disk drive.

From the DOS prompt (C:\), enter:

COPY A:REMOTE

This copies the Stratagy Remote software to the

laptop/PC’s disk drive C:. (This example assumes

that your floppy drive is disk drive A:)

When the copy is complete, remove the diskette.

3.3 USING STRATAGY LOCALLY L

This section discusses how to use the Stratagy system from a local laptop/PC, including access and disconnect.

3.3.1 ACCESSING STRATACY USING A LOCAL LAPTOP/PC

To access Stratagy from a local laptop/PC, run the

Stratagy Remote software.

1. To access the Stratagy Remote software, enter the following from the DOS prompt (C:\).

NOTE: If you are running Windows, exit Windows; do

not use Windows’ MS-DOS Prompt option.

If your local laptop uses COMl , enter:

REMOTE /n /f

If your local laptop uses COM2, enter:

REMOTE /2 /n /f

2. When entered correctly, the screen displays the same information as on the Stratagy monitor (or

would be displayed on the Stratagy monitor).

NOTE: The screen may be blank because of the screen

saver. If so, press the

3.3.2 USING STRATACY LOCALLY Both the laptop/PC and the Stratagy system are active

simultaneously. Use the laptop/PC as you would from the Stratagy monitor and keyboard. Note, however, that you cannot upload or download or files.

3.3.3 EXITING LOCAL ACCESS

To discontinue local access:

1. Be sure to leave the Stratagy system in the correct state.

For example, if you want Stratagy up and running in call processing mode, leave Stratagy at the Main Menu. If you leave the Stratagy system at the Stratagy Configuration Utility Menu, etc, that is where it will be and call processing will not function.

2. Enter the following to disconnect from the Stratagy system:

spacebar.

Alt + X

The system prompts:

OK to Exit (Y/N)

Enter Y to exit the Stratagy system. Enter N to continue accessing the Stratagy

system.

3. Disconnect the null modem cable.

4-2

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

4 REMOTE ACCESS

Remote access refers to accessing the Stratagy system

via modem from a laptop or PC located at this or another

site. This section discusses: n Preparing the Stratagy system n Preparing the Remote system

H Using Stratagy remotely

4.1 PREPARING THE STRATACY SYSTEM

Preparing the Stratagy system to be accessible via

modem from a remote laptop or PC involves installing and configuring the modem, and connecting it to the telephone system.

Install the Modem. The Stratagy 4, 6, and 24 systems offer an optional external 2400 baud modem. Follow the

manufacturer’s instructions.

NOTE: For remote access, Stra tagy supports only 2400

baud communication.

For information about installing fax/modems, see the

Maintenance and Upgrades section, Chapter 2, “Upgrading the System.”

4.2.1 CONFIGURING

Configure the modem on the remote system as one of the following:

COMl with IRQ4 and no other devices on

COMl or using IRQ4

COM2 with IRQ3 and no other devices on

COM2 or using IRQ3

4.2.2 LOADING THE STRATACY REMOTE SOFTWARE Load the Stratagy Remote software on the remote

system:

1. If you are not at the DOS prompt (C:\), exit to the DOS prompt.

If you are running Windows, exit Windows. Do not use Windows’ MS-DOS Prompt option.

2. Inset-t the disk that contains the Stratagy Remote software into the disk drive.

3. From the DOS prompt (C:\), enter:

THE MODEM

COPY A:REMOTE

This copies the Stratagy Remote software to the computer’s disk drive C:. (This example assumes that your floppy drive is disk drive A:)

Connect the modem to the Stratagy ports. The default settings are configured for Remote access as follows:

For the Stratagy 24, use COM4. (Refer to Chapter 3,

“Installing the Hardware”, Figure 3-7, “Stratagy 24

Front and Back Panels.“) For the Stratagy 4 and 6 with two COM ports, use

COMl. (Refer to Chapter 3, “Installing the Hardware”,

Figure 3-6, “Stratagy 4 and 6 Front and Back Panels.“)

If the Stratagy 6 is upgraded to four COM ports, we

recommend you use and configure COM4 for remote access. Use the Stratagy Configuration Utility (Chapter 5, “Configuring and Backing Up Stratagy”).

Connect the modem telephone line. Use one of the following:

n Station off the telephone system n Dedicated CO

4.2

Preparing a laptop or PC located at this or another site to

access Stratagy via modem involves configuring the

remote PC’s modem and loading the software.

PREPARING THE REMOTE SYSTEM

4. When the copy is complete, remove the diskette.

4.3 USING STRATAGY REMOTELY

This section discusses how to use the Stratagy system from a remote laptop or PC, including access and

disconnect.

4.3.1 ACCESSING STRATAGY REMOTELY

To access Stratagy from the remote laptop or PC, run the

Stratagy Remote software.

1. To access the Stratagy Remote software, enter the following from the DOS prompt (C:\).

NOTE:

If you are running Windows, exit Windows; do

not use Windows’ MS-DOS Prompt option.

If your remote laptop or PC uses COMl , enter:

REMOTE

If your remote laptop or PC uses COM2, enter:

REMOTE

2. Remote prompts:

IMPORTANT NOTE: Do not install the Stratagy Remote software on a system with a screen saver program; remote access may not work.

Phone number? ’

Enter the exact digits the Stratagy Remote

software must dial to access the Stratagy system

modem.

4-3

STRATAGY 4/6

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

For example, if the remote modem is on the station side of a switch and the Stratagy system modem is also on the station side of a switch that is answered by Stratagy, you might use

9,17145555555,,,,,,

102 where each comma is a

2-second delay.

3. Once connected, the screen clears. The Stratagy Remote software prompts:

Password?

Enter the password. (The password is CommLine,

with the “C” and “L” uppercase.)

4. When entered correctly, the screen displays the

same information as on the Stratagy monitor (or would be displayed on the Stratagy monitor).

NOTE:

The screen may be blank because of the screen

saver. If

4.3.2 USING STRATAGY REMOTELY

so,

press the

spacebar.

Both the remote and the Stratagy system are active simultaneously. Use the remote as you would from the Stratagy monitor and keyboard. Note, however, that you cannot download or upload files.

4.3.3 EXITING REMOTE ACCESS

To discontinue remote access:

Be sure to leave the Stratagy system in the correct

1. state.

For example, if you want Stratagy up and running in call processing mode, leave Stratagy at the Main Menu. If you leave the Stratagy system at the Stratagy Configuration Utility Menu, etc, that is

where it will be and call processing will not function.

2. Enter the following to disconnect from the Stratagy system:

Alt + X

The system prompts:

OK to Exit (Y/N) Enter Y to exit the Stratagy system. Enter N to continue accessing the Stratagy

system.

4-4

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

INSTALLATION SECTION

SEPTEMBER

1994

CHAPTER 5

CONFIGURING AND BACKING UP STRATAGY

STRATAGY

4/6/24

INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994

Chapter 5 - Configuring and Backing Up Stratagy

PARAGRAPH

2 Accessing, Using, and Exiting the Stratagy Configuration Utility -------------------------------------

2.1

2.2

2.3

3.1

3.2

4.1

4.2 5 6 7 8

8.1

8.2

8.3

SUBJECT

Introduction ________________________________________----------------------------------------------------------------- 5-j

Accessing Using

Exiting

Stratagy Backup Utility ________________________________________--------------------------------------------------

Select the Backup or Restore Options ________________________________________----------------------------

Using the Backup Utility ________________________________________----------------------------------------------

Stratagy System Configuration

Modifying Stratagy System Configuration Options ________________________________________------------

Exiting

Install from A; Drive ________________________________________-----------------------------------------------------Toshiba Plug and play ________________________________________--------------------------------------------------Toshiba Switch Other Switch

Defining Telephone System Dial Codes ___________L____________________________------------------------Defining T&phone System Tone Patterns _______L________________________________---------------------

Defining

the

Stratagy Configuration Utility

the

Stratagy Configuration Utility

the

Utility

________________________________________--------------------------------------------------------

________________________________________----------------------------------------

the

Stratagy System Configuration

Integration

Integrations

System

Integration

________________________________________---------------------------------------------

________________________________________----------------------------------------------- 5-25

patterns _______________________________ _ _____________________________________

________________________________________--------------------

Menu ________________________________________------------------

Screen ________________________________________------------

FIGURE LIST

FIGURE TITLE

5-l

5-2

5-3

5-4 5-5 5-6 5-7 5-8

5-9

5-10

Stratagy Configuration

Stratagy Backup Utility Menu ________________________________________------------------------------------------

Sample Stratagy System Configuration Screen ________________________________________------------------

Toshiba Plug and play Screen ________________________________________---------------------------------------Toshiba Switch

Other Switch

Sample Telephone System Dial Codes Screen ________________________________________-------------------

Sample LOad Telephone System Dial Codes Screen ________________________________________-----------

GetTones Utility Screen ________________________________________-------------------------------------------------

Sample System Integration Patterns Screen ________________________________________----------------------

Integration

Integrations

Utility Menu ________________________________________----------------------------------

Screen ________________________________________-----------------------------------

Menu ________________________________________---------------------------------------

PACE

5-l 5-l

5-2 5-2

5-2 5-2 5-2

5-3

5-4

5-4 5-23 5-23 5-24

5-25 5-29

5-31

PAGE

5-2

5-2 5-4

5-23 5-24 5-25

5-26 5-26 $29 5-33

TABLE LIST

TABLE

5-l 5-2 5-3

5-4

TITLE

Stratagy System Configuration Options - Parameters and Definitions -----------------------------

Telephone System Dial Codes - Parameters and Definitions ----------------------------------------

GetTones - parameters and Definitions ________________________________________----------------------------

Stratagy

System

Integration

patterns ________________________________________--------------------------------

PAGE

5-5 5-27

5-36 5-34

5-i

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

CHAPTER 5

CONFIGURING AND BACKING

UP STRATAGY

1 INTRODUCTION

This chapter provides detailed information about using the Stratagy Configuration Utility. This utility allows you to:

‘

Back up the Stratagy system

Define Stratagy system configuration options

Install Stratagy software from the floppy disk drive

Select a Toshiba telephone switch or plug and play

integration

Define how Stratagy and other manufacturer’s

telephone systems communicate together

Backing up Stratagy. Involves backing up the database,

greetings, and messages.

Defining Stratagy system configuration options. Involves setting system-wide parameters for Stratagy

control, including system password, timeout values,

computer configurations, and per port options. Installing Stratagy software from the floppy disk

drive. Required when upgrading a Stratagy 4 system to a Stratagy 6 system. It may also be required to re-install Stratagy System or Prompt software.

Selecting a Toshiba telephone switch or plug and play integration. If you have a Toshiba telephone system, selecting the appropriate system automatically defines the telephone system dial codes, telephone system tone patterns, and system integration patterns.

Defining how Stratagy and other manufacturer’s telephone systems communicate together. If you do

not have a Toshiba telephone system, selecting the appropriate system defines the telephone system dial codes. You would then need to define the telephone system tone patterns and system integration patterns.

1. Telephone system dial codes: how Stratagy controls certain dialing actions on the telephone system.

2. Telephone system tone patterns: tone patterns Stratagy must recognize when performing supervised call transfers, etc.

3. System integration patterns: if the telephone system supports integration, defines integration behavior of Stratagy with your phone system.

Once configured, Stratagy should be completely connected to your telephone system. The next step is to customize Stratagy by programming the User IDS to

define the automated attendant and voice message

system. For details, refer to the Programming section. This chapter discusses:

Accessing, Using, and Exiting the Stratagy Configuration Utility

Stratagy Backup Utility

Install from A: Drive

Stratagy System Configuration

Toshiba Switch Integration

n n

Toshiba Plug and Play

Other Switch Integrations

2 ACCESSING, USING, AND

EXITING THE STRATAGY

CONFIGURATION UTILITY

IMPORTANT NOTE:

Stratagy will not process calls while

accessing the Stratagy Configuration Utility.

Exiting the Stratagy Configuration Utility causes Stratagy to re-boot with the new data, display the Main Menu, and resume call

processing.

2.1 ACCESSING THE STRATACY CONFIGURATION UTILITY

To access the Stratagy Configuration Utility Stratagy call processing.

1. From the Main Menu, select Shutdown. Alt + S

2. Stratagy prompts: Password?

Enter the password. (The default password is Stratagy, with the first letter uppercase. We recommend that you change this password in the Stratagy System Configuration before exiting the Stratagy Configuration Utility.)

3. Stratagy prompts: Shutdown the entire system? [NY]

To shutdown the system, enter Y.

4. Stratagy confirms: , Really SHUTDOWN the entire system? [NiY]

To shutdown the system, enter Y.

Menu, exit

Press:

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STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

Stratagy starts shutdown. If any ports are in use,

Stratagy delays shutting down the system for 60 seconds. At that time, Stratagy completes shutdown, cutting off any callers or users that are still active.

When shutdown is complete, the Stratagy Configuration

Utility Menu displays. See Figure 5-1 for the Stratagy Configuration Utility Menu. Only items 1 through 4 will appear on a Stratagy 4 system.

Stratagy Configuration Utility

1. Stratagy Backup Utility

2. Stratagy System Configuration

3. Install from A: Drive

4. Toshiba Plug and Play

5. Toshiba Switch Integration

6. Other Switch Integrations

Figure 5-l Stratagy Configuration Utility Menu

Stratagy Backup Utility _

51 .-

Figure 5-2

Stratagy Backup Utility Menu

3.1 SELECT THE BACKUP OR RESTORE OPTIONS

Select the backup options based on the following: Database: H Each time the Stratagy Configuration Utility is used to

modify the configuration and integration settings.

n Each time User IDS are customized - added,

deleted, or modified.

Greetings:

n Each time you record special User ID mailbox

greetings, IVR greetings, etc.

2.2 USING THE STRATAGY CONFIGURATION UTILITY MENU

To use the Stratagy Configuration Utility, select an option, press the option number, or use the arrow keys ( 7‘ L ), to highlight the option and press return to the Stratagy Configuration Utility Menu, press

Enter.

Est.

2.3 EXITING THE UTILITY

To exit the utility, press Configuration Utility Menu. Stratagy re-boots with new data configured.

When the system prompts:

Press any key to continue...

Press any key. The Stratagy Main Menu displays and

Stratagy resumes call processing.

Esc

from the Stratagy

3 STRATAGY BACKUP UTILITY

To back up or restore your Stratagy system, select 1.

Stratagy Backup Utility

Configuration Utility Menu. The Stratagy Backup Utility

Menu displays. See Figure 5-2.

from the Stratagy

n Periodically to back up users’ greeting recordings.

Messages:

n As appropriate. Some companies back up messages;

others do not.

Since Stratagy is shutdown during backups, we recommend that you schedule them when Stratagy is

least busy. With the System Announcement feature of the system User ID mailbox, you can let users know when the system will be shutdown for the next backup.

3.2. USING THE BACKUP UTILITY

The utility uses a series of menus. For each menu, the current selections are surrounded by pointers ( ,q ). To select an option, press the highlighted letter or use the arrow keys ( 7‘ press

Enter.

Once you select database, greetings, or messages, the utility displays the program information and reads the

disk information. The utility then displays a series of

menus.

The Function Menu displays the following options:

Backup

Restore Compare Configure Quit

Select

“Backing Up Stratagy.”

Backup

& ) to put pointers around the option and

to back up Stratagy. Proceed to

-i

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STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

Select Restore

Stratagy. Proceed to “Restoring Stratagy.” Select Quit to return to the Stratagy Backup Utility

Menu.

3.2.1 BACKING UP STRATACY

back up Stratagy, proceed as follows:

The second menu displays backup information:

backup set (files to be backed up)

DATABASESET (database) GREETINGSET (greetings) MSGS.SET

backup from (drive)

backup to (drive) backup type (full or partial) backup information:

number of files selected for backup

number of floppies needed for backup estimated backup time

Select sure to have the number of floppies needed pre-

formatted. Proceed.

Select

Start Backup

Cancel

to restore previous backed up files on

(messages)

to start the back up. Be

to return to the Function Menu.

restore from (drive) restore to (drive)

restore files (specific files to be restored over) Select Select

The restore utility creates a catalog and loads the

restore files. The utility then prompts whether to

continue or cancel the restore. Select

Inset-t diskette 1 into drive A. The screen displays:

The utility prompts for diskettes as needed. When complete, the utility displays the Function Menu.

Menu.

Start Restore Cancel

to return to the Function Menu.

continue

directory tree (what part of the directory is being

restored) file being copied diskette progress (track number of diskette A the

utility is copying to)

restore set information (catalog; type; name; verify type)

cancel

restore, press R to return to the Function

to start the restore.

to begin the restore process.

The backup utility creates a catalog and loads the

backup files. The utility then prompts whether to continue or cancel the backup.

Select Insert diskette 1 into drive A. The screen displays:

The utility prompts for diskettes as needed. When complete, the utility displays the Backup Function

Menu (step 1).

Function Menu.

3.2.1 RESTORING STRATAGY

To restore Stratagy, proceed as follows:

n The second menu displays restore information:

continue

directory tree (what part of the directory is being

backed up)

file being copied

diskette progress (track number of diskette A the

utility is copying to)

backup set information (catalog; type; name; verify

type; estimated versus actual disks, files, bytes, time)

cancel

restore set (files to be restored)

DATABASE.SET GREETING.SET MSGS.SET

backup, press B to return to the

to begin the backup process.

(database) (greetings) (messages)

4 STRATAGY SYSTEM

CONFICXJRATlON

Use this function to change Stratagy’s system options and parameters, define timeout values, define computer configurations, and control per port options.

Most Stratagy System Configuration options

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

NOTE:

We recommend that you use the Stratagy

Backup Utility initially and periodically to

preserve system data. Before making changes to

this selection, ensure you have a current backup.

From the Stratagy Configuration Utility Menu, press 2

the

;;g h I ;g’h:

Configuration

All Stratagy System Configuration options are available for the Stratagy 24. Fax settings are not available for the Stratagy 4 and 6. Serial port settings/definitions and SMDKerial integration definitions are not available for the Stratagy 4.

arrow keys ( I’ L ) to

2 .

Stratagy

and press

Enter.

do not

System

5-3

STRATAGY 4/6/24

The Stratagy System Configuration Screen is split into two areas, the left screen area lists the actual options

and their values, the right screen area lists context sensitive help for each option. See Figure 5-3 for a sample Stratagy System Configuration Screen. For a list of the options, their definitions, and default settings, see

Table 5-l.

INSTALLATION AND MAINTENANCE MANUAL

4.1 MODIFYING STRATAGY SYSTEM CONFIGURATION OPTIONS

To modify an option:

Use the arrow keys

PgDn,

to highlight the dial code parameter. Press

( T d. ),

PgUp

and

Enter.

2. Modify the option using the line editor at the top of the screen.

Press

Enter

without saving changes, press

to save your changes. To escape

Est.

SEPTEMBER 1994

4.2

EXITING THE STRATAGY SYSTEM

CONFIGURATION SCREEN -

When you have finished defining the Stratagy System Configuration options, press Stratagy Configuration Utility Menu. We recommend that you back up the current data base at this time by selecting the Stratagy Backup Utility. Otherwise, press Esc again to reboot Stratagy and return to the Main

Menu for call processing or Stratagy programming.

Esc

to return to the

. .

2. Stratagy System Configuration

#- Stratagy Configuration set active-hold false set adpcm-hq 64 set adpcm-nq 32 set adpcm_pq 32 set begin-rec_prompt true set box-idx 411 set box-snd 998 set ca-file 'SMDR.DAT'

set carport 0 set clock-sync true set cmt-maxlen 10 set defaults-box 997 set diskwarn 20 set dtmf-dly 0 set dtmf-gate true set dtmf-on 20 set exit-digit I#' set future-delivery 995 set gain-norm 0 set guest-defaults 996 set guest-min 90000

Figure 5-3

Sample Strategy System Configuration Screen

This program allows you to change different options

that affect how Stratagy operates. The options are in groups that define a specific set of functions

or interactions.

is a group heading or an option that has been

"commented out"

If a line begins with a # sign it

and therefore has no effect.

5-4

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STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994

PARAMETER

active-hold

adpcm-hq Sampling rate for outgoing greetings. The higher the sampling rate (kilo bits per

Controls how a caller must select to hold for a busy extension.

TRUE Caller must continue pressing * to hold for a busy extension, enter another

extension, or leave a message at the tone.

FALSE Caller selects * once to hold for a busy extension and the system allows the

caller to hold until he is either transferred, selects another extension, or

presses * again to leave a message.

Possible values: true, false Default: false

second), the better the sound quality, however, the amount of disk space used is also

higher. IMPORTANT NOTE:

If you change this on an active system, all previously recorded greetings will be lost.

Possible values: 32, 64 Recommended value: 64 Default: 64

DESCRIPTION

adpcm-nq Sampling rate for incoming messages. The higher the sampling rate (kilo bits per

second), the better the sound quality, however, the amount of disk space used is also higher.

IMPORTANT NOTE: If you change this on an active system, all previously recorded messages will be lost.

Possible values: 32, 64 Recommended value: 32 Default: 32

adpcm-pq

Sampling rate for the system prompt file. This is predetermined by the sampling rate

(kilo bits per second), at which the system prompt file was recorded. IMPORTANT NOTE:

Do not change this parameter. All Stratagy system prompt files are recorded

at 32 bits per second sampling rate.

Default: 32

Table 5-l Stratagy System Configuration Options - Parameters and Definitions

5-5

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

PARAMETER

begin-ret-prompt

Controls whether the system says “Begin recording at the tone, . . . or hang up” before

DESCRIPTION

taking a message. This also affects the “to re-record press 2” and “to append press 3

menu selections during the record menu that is given after a recording.

TRUE: The system plays the above prompt. FALSE: The system does not play the above prompt. The caller only hears a tone. Possible values: true, false

Default: true

box-idx

‘

Sets the User ID as the index directory for the specified port. The index directory is a special mode which allows Stratagy to search its User IDS for a match on the Directory Name fields.

Example: Define this option as box-idx 411 1 to set User ID 411 as the directory

search ID for port 1.

NOTE:

Stratagy builds an index file based on information given in the Directory Name

fields. It allows you to use one or more letters to perform the search, matching all

entries possible. For every User ID that matches, Stratagy plays the Name and

Extension recording - which really may play any recording you want.

Possible values: valid User ID and valid pot-l Default: 411

box-snd Sets the User ID as the direct message ID for the specified port. The direct

message ID allows you to record a message for a User ID without having to execute the Extension field and/or hear the User ID’s greeting. This is particularly useful for an Operator transferring directly to voice mail.

Possible values: valid User ID and valid port

Default: 998

ca-file File to store incoming SMDR data. The data is read from the logical port defined

by the option ca-pot-t. This is useful for collecting the SMDR output from a switch, storing it while the system runs, and then during a shutdown having a call accounting package read, analyze and manipulate the data.

Possible values: valid DOS filename. The single quotes are required.

Default: ‘SMDR.DAT

ca-port Logical pot-t to read SMDR data from while the system is running. The data will be

stored in the file specified by the option ca-file.

Possible values: 0, 1, 2, 3, 4 (port number)

Default: 0

Table 5-l Stratagy System Configuration Options - Parameters and Definitions (continued)

_’

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PARAMETER

clock-sync

cmt-maxlen

defaults-box User ID to use for the default values when creating a new User ID. The field

Whether the system tries to re-synchronize the DOS software clock with the PC

hardware clock. It may be useful to turn this off (by setting it to FALSE) if you have another utility controlling the PC clock.

TRUE Stratagy re-synchronizes the DOS software clock with the PC hardware

clock.

FALSE Stratagy does not re-synchronize the clocks. Possible values: true, false

Default: true

Number of seconds allowed for recording a List comment. Possible values: 1 - 99 (seconds)

Default: IO

values in the default User ID are copied into a new User ID upon initialization. Note:

n Not all fields are copied. Comment, Extension, and Directory Name fiefds’are

initialized separately. If a Security Code is defined, it uses it as the default instead

of using the User ID as the default.

DESCRIPTION

n All Notify and Auto-Schedule records are copied. Therefore, to initialize all new

User IDS with a minimum set of Notify and Auto-Schedule settings, first define

those settings in the “defaults box” 997 (unless you change the default User ID)

before creating new User IDS. This is useful for setting standard, or default,

settings such as message light ON/OFF.

Operates in the same manner as the guest-defaults option.

Possible values: valid User ID Default: 997

diskwarn Percentage threshold Stratagy uses for causing a Disk Notify to execute. This is a

remaining percentage threshold. Example: To have Stratagy notify you when the remaining disk space falls below

20%, use a value of 20.

Possible values: 1 - 99 Default: 20

dtmf-dly Time between DTMF tones when Stratagy is dialing. In units of 10 ms.

0: The time is country-dependent (50 ms in the US, 80 ms in the UK). This is appropriate for almost all cases.

Possible values: 0, 3 - 19 (units of 10 ms)

Default: 0 (country-dependent)

Table 5-1 Stratagy System Configuration Options - Parameters and Definitions (continued)

5-7

STRATAGY 4/6/24

PARAMETER

INSTALLATION AND MAINTENANCE MANUAL

DESCRIPTION

SEPTEMBER 1994

/’

dtmf-gate

Before dialing any User ID extension field Stratagy first verifies that DTMF was entered since the call last accessed the User ID (usually 991) specified in the DONE Chain of the initial User ID (usually 990). This “gate” prevents the transfer of a dead/phantom call to the operator on those switches that do not have disconnect supervision. Stratagy does not perform the “gate” action when the

Extension field begins with @.

TRUE Stratagy “gate’s by requesting the caller to “Say yes at the tone” to

complete the chain and transfer.

FALSE: Do not have Stratagy complete the chain and transfer by requesting the

caller “Say yes at the tone.”

Possible values: true, false Default: true

dtmf-on

Length of the DTMF tones played by the system. In units of 10 ms. Example: 20 is .2 set (200 ms).

Possible values: 10, 20, . . . . 90 (units of 10 ms)

Default: 20 (.2 set)

exit-digit Defines one (1) additional DTMF tone that will cause Stratagy to exit/stop during

recordings and present the Recording options. Possible values: 0 - 9, *, # The single quotes are required.

Default: ‘#’

future-delivery

User ID to use to allow users to specify the time and/or date when a message will

be delivered for the future delivery feature. When the messages are awaiting future delivery, they are stored in the User ID specified. Therefore, the User ID cannot be used for any other purpose. The future delivery messages in this User

ID cannot be deleted or listened to. This User ID mailbox cannot be accessed by

a security code.

Possible values: valid User ID

Default: 995

gain-norm Starting volume of the ports.

Possible values: 8, -7, . . . . 0, . . . . 7, 8

Default: 0

Table 5-1 Stratagy System Configuration Options - Parameters and Definitions (continued)

5-8

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

PARAMETER

guest-defaults

guest-min

DESCRIPTION

User ID to use for the default values when creating a new guest User ID. The field

values in the default guest User ID are copied into a guest User ID upon

initialization. Note:

n Not all fields are copied. Comment, Extension, and Directory Name fields are

initialized separately. If a Security Code is defined, it uses it as the default instead of using the User ID as the default.

H All Notify and Auto-Schedule records are copied. Therefore, to initialize all new

guest User IDS with a minimum set of Notify and Auto-Schedule settings, first define those settings in the “defaults box” 997 (unless you change the default Use ID) before creating new User IDS. This is useful for setting standard, or default, settings such as message light ON/OFF.

Operates the same way as the defaults-box option.

Possible values: valid User ID Default: 996

Starting User ID that may be used when creating a Guest User ID. When used in conjunction with the guest-max option, they limit the number of Guest User IDS that may be created.

Example: If this value is 90000 then the first guest User ID that is created will have

User ID 90000. The second guest will have User ID 90001, etc.

Possible values: valid User ID Default: 90000

guest-max

hangup-supervision Whether the switch supports Loop Current Off/Drop for hang up supervision.

Table 5-l Stratagy System

Configuration Options - Parameters and Definitions (continued)

Last User ID that may be used when creating a Guest User ID. When used in conjunction with the guest-min option, they limit the number of Guest User IDS

that may be created.

Example: If this value is 90199, then the last guest User ID that may be created is

User ID 90199.

Possible values: valid User ID larger than the guest-min option setting Default: 90199

TRUE If your switch supports Loop Current Off/Drop for hang up supervision, this

option should be true. Even if your switch does not support this capability, it

usually has NO NEGATIVE EFFECT when set at true.

FALSE If you notice call transfer problems such as disconnects or three-way

conferencing, try setting this to false. If the problems are not solved by setting this to false, set it back to true.

Possible values: true, false Default: true

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SEPTEMBER 1994

PARAMETER

hot-box

If you remove the initial # sign and activate this option, when Stratagy detects a

DESCRIPTION

specific tone, Stratagy “jumps” to a specified User ID. Used to handle incoming faxes, detect connections from TDD machines for deaf communication, etc.

There are 24 values available. For example:

set hot-box 994 set hot-box 994 1

sets all 24 to User ID 994 sets the first hot-box to User ID 994

Possible values: valid User ID, possibly followed by a hot-box value (1 - 24) Stratagy 24 Default: comment line (# set hot-box 994) Stratagy 4 and 6 default: 994

‘

lognam System log file name. This log file contains start-up information, any execution

error information, system actions, and shutdown information.

NOTE:

This file keeps grows slowly It is a good idea to periodically archive or delete it

once or twice a year, whenever you perform preventive maintenance.

Possible values: valid DOS filename

The single quotes are required.

Default: ‘Stratagy.LOG’

Ipt-port Printer port Stratagy should use when asked to print a report.

Possible values: 0 (no printer), 1, 2 (port number)

Default: 1

max-dl-inits

Number of simultaneous ports that may go off-hook and dial the telephone

system initialization code. This is necessary because some switches are blocking.

Possible values: 1, 2, . . . . number of ports

Default: 2

max-prompt Number of times a prompt should repeat until deciding to hang up.

Possible values: 1 - 9

Default: 2

msg-log

By removing the initial # sign on this option and defining a valid DOS file name,

Stratagy will log every received message and every User ID that checks for

messages along with the DTMF entered. Possible values: valid DOS file name. The single quotes are required.

Default: comment line (#set msg-log ‘MSG.LOG’)

Table 5-l

Stratagy System Configuration Options - Parameters and Definitions (continued)

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STRATAGY 4/6/24

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PARAMETER

n-ochan

Number of dedicated ports (starting at port 1) to reserve for outbound notify ports.

DESCRIPTION

This number must not exceed the total number of available ports.

IMPORTANT NOTE: If the value is set to 0, Stratagy will attempt to use the highest numbered IDLE port. The danger of this is that Stratagy may inadvertently begin a notification on a port with an incoming call.

Possible values: 0 - 24 (number of ports) Default: 0

‘

iam-maxlen Maximum number of seconds to allow for recording a User ID’s name and

extension. The name and extension recording is used for directory access and whenever Stratagy tries to identify the User ID.

Possible values: 1 - 99 (seconds) Default: 5

lew-send Whether a User ID (User) can send a message to a list of User IDS that is created

when the destination is defined.

TRUE: Allow a User ID (User) to send a message to a list of User IDS that is created

when the destination is defined. When User presses 4 to send a new message, then 1 to select a User ID destination, the User is prompted to

enter the next User ID or the # sign to finish entering User IDS. When the User presses 3 to send, the message is sent to every User ID that was

entered.

FALSE: Do not allow a User ID (User) to send a message to a list of User IDS that is

created when the destination is defined.

Possible values: true, false Default: false

notify-restriction

If you remove the initial # sign and activate this option with a valid port number, Stratagy restricts notify to use only the defined port. The port will still take incoming calls. This is particularly useful for those switches that require message lights to be turned off by the same port that turned them on.

Possible values: 1, 2, . . . . highest port number

Default: comment line (# set notify-restriction 1)

password

Sets the system password. The password is case sensitive; i.e., uppercase letters

are different from lowercase letters.

Possible values: up to 8 alphabetical characters. The single quotes are required. Default: ‘Stratagy’

Table 5-1 Stratagy System Configuration Options - Parameters and Definitions (continued)

5-11

STRATAGY 4/6/24

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SEPTEMBER 1994

PARAMETER

play-skip

Number of seconds to rewind or skip forward during message playback when a *

DESCRIPTION

or # is pressed. Possible values: 1 - 99 (seconds)

Default: 5

please-hold Whether or not the system says “Please hold while I try that extension for you”

before transferring a caller.

TRUE The system plays the above prompt.

FALSE The system does not play the above prompt and immediately executes the

‘

dl_dtwait string or the Extension string, as appropriate.

Possible values: true, false Default: true

prompt-file

Default prompt file that Stratagy should use on an incoming call. This allows you to redefine the default language prompt file from English. It does not preclude you

from changing the prompt file during the call.

Possible values: valid prompt file. The single quotes are required. Default: ‘English’

purge

Number of days before a message is set for purging/deletion. Whenever a User

accesses his User ID and presses 1 to Play Messages, the system will tell him

how many messages he has that will be automatically deleted when he presses 9

to return to the previous menu.

IMPORTANT NOTE: Once a message is deleted by purging there is no way to retrieve it.

Possible values: 0 (purging disabled), 1 - 99 (days) Default: 0

rotary Whether rotary detection is enabled.

With rotary detection enabled, the system detects and understands rotary entered digits. Note the following:

n Only rotary digits 3 and higher are currently detected. Therefore, if you plan to USC

this feature, make sure that all your outside dialing User IDS do not have either

digits 1 or 2.

n There are no * and # signs on rotary phones. Therefore, setting this to true will

introduce additional delays when the system detects the dialed number.

Possible values: true (enabled), false (disabled) Default: false

Table 5-l

Stratagy System Configuration Options - Parameters and Definitions (continued)

5-12

STRATAGY 4/6/24

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SEPTEMBER 1994

PARAMETER

security-min-length

short-direct-send What is played when the direct message code (usually 998) is entered followed

shutdown Day and time Stratagy performs automatic shutdown for disk maintenance.

Minimum length security code that Stratagy will accept as a new security code

when a user attempts to change it from a telephone.

Possible values: 1 - 8 Default: 1

by the User ID.

TRUE: “You entered” and the User ID’s name and extension recording plays. FALSE User ID’s current greeting plays (as if received a Ring No Answer). Possible values:

Default: false

The first value between the single quotes is the day of week, where

0 Sunday 1 Monday 2 Tuesday 3 Wednesday

true,

false

DESCRIPTION

4 Thursday 5 Friday 6 Saturday

-1 everyday

The second value shutdown occurs, this is given in 24 hour format with the colon (:) omitted. For

example, 9:30 p.m. is 2130.

Default: ‘2 130’ (Tuesday at 1:30 a.m.)

tape-length

timestamp-forwards Controls the date/time stamp the system uses on a forwarded message.

When a User selects option 1, and then 78 (continuous play) or 79 (continuous delete), this option defines the total number of minutes to play or delete. Usually defines the length of one side of a tape that might be used for recording a set of

messages in a User ID. Possible values: 10 - 99 (minutes)

Default: 30

TRUE Use the date/time that the message was forwarded. FALSE Use the original date and time the message was first recorded.

Possible values: true, false Default: true

between

the single quotes is the hour and minute at which the

Table 5-l Stratagy System Configuration Options - Parameters and Definitions (continued)

5-l 3

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

PARAMETER

tmo-blank

tmo-dtmf Amount of time Stratagy waits to determine that the caller has finished entering

tmo-hold Number of seconds before Stratagy attempts to transfer a caller after the caller

Total number of minutes Stratagy waits before blanking the Main Menu screen to prevent screen burn-in.

NOTE: This option only blanks the screen if the current screen is the Main Menu.

Possible values: 0 (disabled), 1 - 99 (minutes) Default: 5

DTMF digits (provided that they do not press the #). In units of 100 ms. Possible values: 10 - 99 (units of 100 ms)

Default: 12

has pressed * to hold for a busy extension. When a caller presses * to hold for a busy extension, Stratagy plays a file called

C:\Stratagy\HOLD.VOX after which Stratagy attempts to transfer the caller again.

If that file is missing, Stratagy is silent for the number of seconds specified by this

option.

NOTE:

To have callers hear a specialty recording while on hold, record over HOLD. VOX

by accessing the System Administration Menu. See the Programming section,

Chapter 5, “System Administrator’s User ID” for details.

DESCRIPTION

Default: 20 (seconds)

tmo-idle When this value is greater than 0, it enables a special function in Stratagy to go

off-hook and back on-hook whenever a port is idle for the specified number of seconds. This is necessary only under rare circumstances when a telephone switch may not release a station that is connected to Stratagy even after Stratagy has gone on-hook.

Default: 0

tmo-menu Amount of time Stratagy waits before repeating a choice menu. In units of 100

ms. Possible values: 1

Default: 20

tmo-pickup Minimum amount of time the system waits between an on-hook and off-hook

event. In units of 100 ms.

Possible values: 10 - 99 (units of 100 ms) Default: 20

Table 5-1

Stratagy System Configuration Options - Parameters and Definitions (continued)

- 99 (units of 100 ms)

5-14

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

PARAMETER

tmo-serial

tmo-silence

tmo-sound Maximum amount of sound/dial tone time the system waits before deciding to

user-log If you remove the initial # sign and activate this option, whenever a User ID is

Maximum number of seconds Stratagy waits for a response when communicating with other peripheral devices through a serial port. Otherwise, Stratagy could potentially wait forever.

Possible values: 2 - 99 (seconds) Default: 2

Maximum amount of silence time the system waits before deciding to finish a

recording and hang up. In seconds.

Possible values: 3 - 9 (seconds) Default: 5

finish a recording and hang up. In seconds.

Possible values: 3 - 9 (seconds)

Default: 5

accessed via DTMF, the system will make an entry in the log file specified. The.

log entry consists of the date, time and User ID. This is useful for creating a data file which can later be analyzed for call distributions and accesses by dates, days, and times.

Possible values: valid DOS file name. The single quotes are required.

Default: comment line (# set user-log ‘USERID.LOG’)

DESCRIPTION

Stratagy 6 and 24 only.

baud1 Baud rate for logical serial port 1. This operates on the physical COM port as

defined by set serial-port1 .

Possible values: 300, 1200, 2400, 9600.

Default: 2400

baud2 Baud rate for logical serial port 2. This operates on the physical COM port as

defined by set serial-port2.

Possible values: 300, 1200, 2400, 9600.

Default: 2400

baud3 Baud rate for logical serial port 3. This operates on the physical COM port as

defined by set serial-port3.

Possible values: 300, 1200, 2400, 9600. Default: 2400

baud4 Baud rate for logical serial port 4. This operates on the physical COM port as

defined by set serial-port4.

Possible values: 300, 1200, 2400, 9600. Default: 2400

Table 5-I

Stratagy System Configuration Options -

Parameters and Definitions (continued)

Stratagy 6 and 24 only.

5-15

STRATAGY 4/6,‘24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

PARAMETER

databitsl

databits

parity1

DESCRIPTION

Number of data bits for logical serial port 1. Possible values: 7, 8

Default: 8

Number of data bits for logical serial port 2. Possible values: 7, 8

Default: 8

Number of data bits for logical serial pot-l 3.

Possible values: 7, 8

Default: 8

Number of data bits for logical serial port 4.

Possible values: 7, 8

Default: 8

Parity to use for logical serial port 1. Possible values: none, even, odd, mark, space

Default: none

Stratagy 6 and 24 only.

parity2

parity3

parity4

Parity to use for logical serial port 2. Possible values: none, even, odd, mark, space

Default: none

Parity to use for logical serial pot-t 3. Possible values: none, even, odd, mark, space

Default: none

Parity to use for logical serial port 4.

Possible values: none, even, odd, mark, space

Default: none

Stratagy 6 and 24 only.

Table 5-I

Stratagy System Configuration Options - Parameters and Definitions (continued)

5-16

,’

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994

PARAMETER

serial-port1

serial-port2

DESCRIPTION

In order for Stratagy to communicate with peripheral devices connected to

COM/RS232 ports, it needs to know which ports are connected. There is a

mapping from the port that Stratagy knows to the physical port on the computer. This mapping is defined by this option. To define serial port 1 as active, simply define the COM port where it should be mapped.

Example: Set this option to 1 to connect serial port 1 (Stratagy) to COM port 1.

Possible values: 0 (not connected), 1 (COM port I), 2 (COM port 2), 3 (COM port

3), 4 (COM port 4)

Default: 0

In order for Stratagy to communicate with peripheral devices connected to

COMRS232 ports, it needs to know which ports are connected. There is a

mapping from the port that Stratagy knows to the physical port on the computer. This mapping is defined by this option. To define serial port 2 as active, simply

define the COM port where it should be mapped.

Example: Set this option to 2 to connect serial port 2 (Stratagy) to COM port 2. Possible values: 0 (not connected), 1 (COM port I), 2 (COM port 2) 3 (COM port

3), 4 (COM port 4) Default: 0

Stratagy 6 and 24 only.

serial-port3

serial-port4

This mapping is defined by this option. To define serial port 3 as active, simply define the COM port where it should be mapped.

Example: Set this option to 3 to connect serial port 3 (Stratagy) to COM port 3. Possible values: 0 (not connected), 1 (COM port I), 2 (COM port 2), 3 (COM port

3), 4 (COM port 4) Default: 0

In order for Stratagy to communicate with peripheral devices connected to COM/RS232 ports, it needs to know which ports are connected. There is a mapping from the port that Stratagy knows to the physical port on the computer. This mapping is defined by this option. To define serial port 4 as active, simply define the COM port where it should be mapped.

Example: Set this option to 4 to connect serial port 4 (Stratagy) to COM port 4.

Possible values: 0 (not connected), 1 (COM port l), 2 (COM port 2), 3 (COM port

3), 4 (COM port 4)

Default: 0

Stratagy 6 and 24 only.

Table 5-1 Stratagy System Configuration Options - Parameters and Definitions (continued)

5-l 7

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

PARAMETER

stopbitsl

stopbits

fax-dl-init

Number of stop bits to use for logical serial port 1.

Possible values: 0, 1, 2 Default: 1

Number of stop bits to use for logical serial port 2. Possible values: 0, 1, 2

Default: 1

Number of stop bits to use for logical serial port 3. Possible values: 0, 1, 2

Default: 1

Number of stop bits to use for logical serial port 4. Possible values: 0, 1, 2

Default: 1

Dial codes Stratagy dials when a user dials 7 2 to send a fax message he has received to a fax machine for pick up. Generally, this is the code for accessing a public network line, i. e., “9”.

DESCRIPTION

Stratagy 6 and 24 only.

fax-flow-control

fax-id

fax-max-retries

Typical value: dial code to access an outside line. The single quotes are required.

Default: ‘9,’ (dial 9 and pause for 2 set)

Class 2 command to set the type of flow control for the fax/modem. ‘& K3’

‘IQ3 X3 &K3’ Aceex fax/modem ‘X3 &K3’ Practical Peripherals fax/modem

Possible values: Include ’ ‘, ‘ ‘. Default: ‘&K3’

Fax/modem ID or telephone number used for identification to other fax devices. Single quotes are required.

Default: ‘ ‘ (no identification)

Maximum number of times, after the first, to retry sending a fax if it is unsuccessful. Used only when sending the fax in two-call mode; i.e., the caller

enters a fax telephone number that the fax/modem calls and then sends the fax. Possible values: 0 - 9 (retries)

Default: 1

Zoom fax/modem

The single quotes are required.

Stratagy 24 only.

Table 5-1 Stratagy System Configuration Options - Parameters and Definitions (continued)

5-18

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

SEPTEMBER 1994

PARAMETER

fax-receive-reverse

fax-receive-speed

fax-requeue-interval

Setting depends solely on the Class 2 fax/modem used. Controls whether to reverse the fax databits on receive.

TRUE Setting for most fax/modems. FALSE Setting for some fax/modems. If the faxes received are reverse (mirror

images) from the original, try setting this option to FALSE.

Possible values: true, false

Default: true

Maximum speed Stratagy allows for receiving faxes. Set this appropriately depending upon the type and speed of your computer. Normally a value of 3 works for 386 CPUs at 33 MHz or higher. If you experience data loss on your faxes, lower this setting.

‘: (empty string) as fast as possible ‘0’: 2400 ‘I’: 4800 ‘3’: 9600

Possible values: “, ‘0’, ‘I’, ‘3’ Default: ‘1’

Number of minutes to wait between retries for fax-max-retries.

DESCRIPTION

Stratagy 24 only.

The single quotes are required.

Stratagy 24 only.

fax-reset

fax-send-reverse

Possible values: 1 - 99 (minutes) Default: 5

Reset command to send to the fax/modem when DTR is dropped. Use W3’for most fax/modems. Single quotes are required.

Default: ‘&D3’

Setting depends solely on the Class 2 fax/modem used.

FALSE Setting for most fax/modems.

TRUE Setting for some fax/modems. If the faxes received are reverse (mirror

images) from the original, try setting this option to TRUE.

Possible values: true, false

Default: false

Stratagy 24 only.

Table 5-l

Stratagy System Configuration Options - Parameters and Definitions (continued)

5-19

STRATAGY 4/6/24

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SEPTEMBER 1994

PARAMETER

fax-send-speed

fax-start-char

fax1

Maximum speed that Stratagy will use for sending faxes. Depending upon the

type and speed of your computer set this appropriately. Normally a value of 3

works for 386 CPUs at 33 MHz or higher. If you experience data loss on your

faxes, lower this setting.

‘: (empty string) as fast as possible ‘0’: 2400 ‘1’: 4800 ‘3’: 9600

Possible values: “, ‘O’, ‘I’, ‘3’ Default: ‘1’

Whether the fax/modem sends a control start character.

FALSE Setting for most fax/modems, including Zoom.

TRUE: Setting for some fax/modems, including Accex and Practical Peripherals.

Possible values: true, false Default: true

Station, or extension, number connected to the first fax/modem.

Example: If the first fax/modem is connected to extension 101, use the value ‘101’.

The single quotes are required.

DESCRIPTION

The single quotes are required.

Stratagy 24 only.

fax2

smdi-base-port

smdi-port

Default: ‘ ’ (no station or extension number)

Station, or extension, number connected to the second fax/modem.

Example: If the second fax/modem is connected to extension 102, use the value

‘102’. The single quotes are required.

Default: ‘ ‘ (no station or extension number)

Some SMDI installations use logical terminal numbers that do not begin with 1

(for example if it instead uses the extension, or physical number to define the terminal). In these situations, you must define the extension number where port 1 is connected. The system assumes that the extension numbers are then connected in numerical order to the remaining ports.

Default: 1

Logical serial port Stratagy uses for SMDI integration.

Possible values: 0 (disables SMDI integration), 1, 2 (port number)

Default: 0

Stratagy 24 only.

Stratagy 6 and 24 only.

Table 5-1 Stratagy System Configuration Options - Parameters and Definitions (continued)

5-20

STRATAGY 4/6/24

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PARAMETER

smdi-pretimeout

smdi-type

box-grt

DESCRIPTION

Maximum number of seconds that an SMDI packet can PRECEED the forwarded

call.

Possible values: 5 - 20 (seconds) Default: 50

Protocol Stratagy uses when using RS-232 data integration (outband integration). ‘smdi’: standard SMDI integration ‘s75’: System 75 integration Possible values: ‘SMDI’, ‘~75’ The single quotes are required.

Default: ‘smdi’ Stratagy 6 and 24 only.

Sets the starting User ID for the port given as the last value.

Example: box-grt 990 1 means that on port 1, a new call starts at User ID 990. Possible values: valid User ID and valid pot-t

Defaults: 990 1

990 2

Stratagy 6 and 24 only.

990 24

n-rings Number of rings to wait before answering per pot-t. This is useful for those

telephone systems that do not allow incoming lines to ring in a station hunt group, or do not provide delayed ringing. Also, it may be used to setup backup answering for a secondary attendant operation.

NOTE:

There is a side effect. When a user wants to pickup his messages, he must wait

the specified number of rings before Stratagy answers. Example: To have pot-t 1 answer on the second ring, use set n-rings 2 1. Possible values: 1 - 9 (number of rings); valid port number

Defaults: 1 1

; 24

Table 5-1 Stratagy System Configuration Options -

Parameters and Definitions (continued)

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PARAMETER

did-dtmf

How DID digits are passed to Stratagy.

DESCRIPTION

TRUE: Stratagy expects the DID digits as DTMF. FALSE: Stratagy expects the digits as loop pulse.

Possible values: true, false

Stratagy 6 and 24 only.

did-mode

Default: comment line (#set did-dtmf true)

If this option is activated by removing the starting # character, it will define the

type of line connected to Stratagy.

‘

TRUE: Stratagy assumed DID lines. FALSE: Stratagy assumes a Tl line. Possible values: true, false

Stratagy 6 and 24 only.

ring-mode

Default: comment line (#set did-mode true)

Method new calls are indicated when DID or Tl lines are connected to Stratagy

TRUE New calls are indicated by ring voltage. FALSE: New calls are seen when loop current first comes on. Possible values: true, false

Default: comment line (#set ring-mode true)

Stratagy 6 and 24 only.

H-mode

Whether Stratagy should wait for a wink complete before processing the call.

TRUE: Wait.

FALSE: Do not wait. Possible values: true, false

Default: comment line (#set tl-mod true)

Table 5-l Stratagy System Configuration Options - Parameters and Definitions (continued)

Stratagy 6 and 24 only.

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5 INSTALL FROM A: DRIVE

Use this function to install Stratagy software from diskettes using the Stratagy floppy A: drive. This is required when upgrading a Stratagy 4 system to a Stratagy 6 system. It may also be necessary to re-install Stratagy System or Prompt software from floppy diskettes.

IMPORTANT NOTE: Before installing or re-installing Stratagy System software, ensure you have a current backup of system data. We recommend that you use the Stratagy Backup initially and periodically to preserve system data.

From the Stratagy Configuration Utility Menu, press 3 or

use the arrow keys (7‘ L ) to highlight 3.

from A:

Stratagy prompts:

Inset-t the first disk in the floppy drive, and press any

key.. .

Insert the first diskette. Follow the directions. When complete, the Stratagy Configuration Utility Menu displays.

Drive

and press

Enter.

Install

6 TOSHIBA PLUG AND PLAY

Use this function to change the Stratagy system to a different Toshiba Plug and Play capability than what has been pre-installed as a factory setting. Each Stratagy system has been pre-installed at the factory for out-ofbox (Plug and Play) operation on a specific Toshiba telephone system as follows:

H Stratagy 4 with Strata DK8 1 Stratagy 6 with Strata DK16

greeting that says “Thank you for calling” and User ID 991 says “To reach the party.. . dial the extension.. .”

All calls into a Stratagy system with Toshiba Plug and

Play will hear the above greetings and transfer to the dial Strata DK station. If the Strata DK station (extension number) is busy or does not answer, Stratagy will automatically play a greeting that says “User ID XXX (Strata DK dialed station number) is not available or busy,” then prompt the caller to leave a message, etc.

This is the out-of-box, Toshiba Plug and Play operation for all Stratagy systems.

IMPORTANT NOTE: If you are modifying an existing Stratagy system, selecting this function changes all

the settings to the new Toshiba telephone

system default values, and deletes the User

ID (mailbox) customizations and installs the Strata default mailboxes.

NOTE:

We recommend that you use the Stratagy

Backup Utility initially and periodically to

preserve system data. Before making changes to

this selection, ensure you have a current backup.

From the Stratagy Configuration Utility Menu, press 4 or use the arrow keys ( t J, ) to highlight 4

Plug and Play

See Figure 5-4 for the Toshiba Plug and Play options. To select an option, use the arrow keys ( 7‘ J, ) to

highlight the option and press

Toshiba Plug and Play

and press

Enter.

1. STRATA DK 8

2. STRATA DK 16

3. STRATA DK 280A

. Toshiba

n Stratagy 24 with Strata DK280A All dial codes, tone patterns, and integration patterns

specific to the above system have been pre-installed at

the factory for each Stratagy system.

IMPORTANT NOTE: The above Strata DK must be configured for the appropriate voice mail system settings

individually. See the specific Strata DK Installation and Maintenance manual for these procedures.

In addition, with Toshiba Plug and Play, the Strata DK

default station (extension number) User ID mailboxes

have also been pre-installed for the specific Stratagy and Strata DK systems described above.

Stratagy User ID 990 also contains a pre-installed

Figure 5-4

Toshiba Plug and Play Screen

Once you select an option, the Stratagy utility automatically defines the telephone system dial codes, telephone system tone patterns, and system integration patterns for the specific phone system. The Stratagy Configuration Utility Menu then displays. The Toshiba telephone system is complete and the selected system displays in the Main Menu. No other Stratagy steps are necessary.

We recommend that you back up the current database at this time by selecting the Stratagy Backup Utility.

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Otherwise, press return to the Main Menu for call processing or Stratagy programming.

Esc

again to reboot Stratagy and

7 TOSHIBA SWITCH

INTEGRATION

Use this function to change the Toshiba Plug and Play capability that has been pre-installed with each Stratagy system (see “Toshiba Plug and Play”). Selecting an option automatically defines the Toshiba telephone system dial codes, Toshiba telephone system tone patterns, and Toshiba system integration patterns for the

‘

specific Toshiba telephone system. No other Stratagy system steps are necessary.

If you are modifying an existing Stratagy system, selecting this function changes all the settings to the new

Toshiba telephone system values. The User ID

(mailboxes) customizations are not deleted or changed.

NOTE:

We recommend fhaf you use the Sfrafagy

Backup Utility initially and periodically to

preserve system data. Before making changes to

this selection, ensure you have a current backup.

From the Stratagy Configuration Utility Menu, press 5 or .‘; use the arrow keys ( 1‘ J, ) to hjghlight

5. Toshiba Switch Integrationand

press

Enter.

See Figure 5-5 for the Toshiba Switch Integration

options. To select an option, use the arrow keys

( 1‘ J, ) to highlight the option and press

Once you select an option, the Stratagy utility automatically defines the Toshiba telephone system dial codes, Toshiba telephone system tone patterns, and Toshiba system integration patterns for the specific phone system. The Stratagy Configuration Utility Menu then displays. Toshiba telephone system integration is complete and the selected system displays in the Main Menu. No other Stratagy system steps are necessary.

We recommend that you back up the current database at

this time by selecting the Stratagy Backup Utility.

Otherwise, press return to the Main Menu for call processing or Stratagy programming.

Esc

again to reboot Stratagy and

Enter.

# Name: Strata DK 8/16/24/56/96 # Name: Strata DK 280 # Name: # Name: Perception e/ex # Name: Perception 4000

# Name:

Strata DK 280 with M-232 Integration

Strata e Vie, XIIe, XXe, Se

5. Toshiba Switch Integration 2001

2002 2006 2003 2004 2005

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994

8 OTHER SWITCH

INTEGRATIONS

Use this function to initially configure or modify the

following for non-Toshiba telephone systems: n Telephone system dial codes n Telephone system tone patterns n System integration patterns

IMPORTANT NOTE: Be sure to configure the Strafagy system in the above-listed order.

NOTE:

We recommend that you use the Stratagy

Backup Utility initially and periodically to

preserve system data. Before making changes to

this selection, ensure you have a current backup.

From the Stratagy Configuration Utility Menu, press 6

or use the arrow

highlight 6.

Integrations

The Other Switch Integrations Menu (Figure 5-6) displays. To select an option, press the option number

use the arrow keys ( 1‘ L ) to

highlight the option and press

Other Switch Integrations

1. Telephone System Dial Codes

2. Telephone System Tone Patterns

3. System Integration Patterns

Figure 5-6 Other Switch Integrations Menu

When you have finished defining the codes and patterns, press

Esc

to exit the Other Switch Integrations Menu

and return to the Stratagy Configuration Utility. We recommend that you back up the current database at

this time by selecting the Stratagy Backup Utility.

Otherwise, press return to the Main Menu for call processing or Stratagy programming.

and press

Esc

keys ( 1‘ .L ) to

Other

Switch

Enter.

again to reboot Stratagy and

8.1 DEFINING TELEPHONE SYSTEM DIAL CODES

Stratagy controls certain actions on your telephone system, or the definition of your telephone system dial codes. With this option, Stratagy “learns” the dial codes of your telephone system. See Figure 5-7 for a sample Telephone System Dial Codes Screen. For a listing of the dial code parameters and their definitions, see Table 5-2.

8.1 .I SELECTING DEFAULT DIAL CODES

To access Stratagy’s predefined telephone system dial codes, press Screen. These closely (if not exactly) match the telephone system you are using. For a sample Load Telephone System Dial Codes Screen, see Figure 5-8.

NOTE: Select a default dial code only for non-Toshiba telephone systems and only during initial configuration.

To load a default setting, use the arrow keys ( 1‘ highlight your selection and press Toshiba telephone system selected will not appear on the Stratagy system Main Menu. It will be blank unless modified in the next step.

To cancel this operation without selecting any default dial codes, press

8.1.2 MODIFYING THE DIAL CODES

If the telephone system you desire does not appear when

is used from the telephone system dial codes screen or further modifications to the dial codes are needed, proceed as follows. To modify a telephone system dial code:

Use the arrow keys

PgDn,

from the Telephone System Dial Codes

4. ) to

Enter.

The non-

Est.

( 7‘ L ),

to highlight the dial code parameter. Press

PgUp

and

Enter.

Modify the dial code using the line editor at the top

of the screen.

Press

without keeping any changes, press

8.1.3

When you have finished defining the Telephone System Dial Codes, press Integrations Menu.

Enter

EXITING THE TELEPHONE SYSTEM DIAL CODES SCREEN

to save your changes. To escape

Est.

Esc

to return to the Other Switch

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# Dial code to put a caller on transfer hold

# Dial code to use when there is no transfer dialtone: F-

# Dial code to return to caller after Ring No Answer : F-

# Dial code to return to caller when there is a Busy : F# Dial code to use after a call screening reject # Dial code to connect the caller to the extension # Number of seconds to wait for dialtone detection # Number of l/100 seconds to use for Flash time # which DTMF tone to listen to for answer detection :a # which DTMF tone to listen to for hangup detection # What to dial BEFORE dialing the User ID extension : # What to dial AFTER dialing the User ID extension # What to dial when the system first starts up

‘

# what to dial when the system performs a shutdown : # what to dial when a port goes off-hook # Switch name to display on MAIN screen

Figure 5-7

Sample Telephone System Dial Codes Screen

: F-

: F:H :4 : 55

:d : 1

: :

: 'STRATA DK 280'

Fl - Load Telephone System Dial Codes

# Name: Alcatel DCD 601 # Name: Alcatel STK Digitmat 2000 # Name: AT&T 1AESS (analog), 5ESS (digital) CO # Name: AT&T Merlin II # Name: AT&T Merlin Legend # Name: AT&T Partner/Partner+ # Name: AT&T System 25 # Name: AT&T System 75 and Definity # Name: Centrex # Name: Comdial 1410/2264 # Name: Contel Executone # Name: EGL-ONE # Name: Ericsson BCSl50 # Name: Ericsson MD110 # Name: Ericsson MINC # Name: Ericsson Information Systems Prodigy

# Name: Fujitsu Focus 100 # Name: Fujitsu Focus 960 PBX # Name: Fujitsu F-9600 PBX # Name: Fujitsu 1123 # Name: ISOETEC EZ-1 36/66/96 # Name:

Figure 5-8 Sample Load Telephone System Dial Codes Screen

ISOTEC 108/228

1031 1034 1035 1005 1016 1017

1037

1038

1039 1040 1042 1043 1044 1045 1046 1047 1048 1049 1050 1051 1053

1054

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PARAMETER

# DIAL CODE TO PUT A CALLER ON TRANSFER HOLD:

Before Stratagy attempts to transfer a caller to an extension, the code Stratagy sends the telephone system to put the current call on “transfer hold” and send the transfer (or intercom) dial tone.

Typical value: F- (flash-hook)

# DIAL CODE TO USE WHEN THERE IS NO TRANSFER DIALTONE:

If Stratagy is configured to verify that transfer dial tone exists before attempting to transfer a call to the requested extension, the code Stratagy dials to return to the caller if transfer dial tone is not available. If

this occurs, Stratagy will treat the attempted transfer the same as if the attempted extension were BUSY. Typical value: F- (flash-hook)

# DIAL CODE TO RETURN TO CALLER AFTER RING NO ANSWER:

During supervised call transfers, the code Stratagy dials to request the telephone switch to reconnect the caller to Stratagy if the attempted extension rings and does not answer within the specified number of rings (which is configurable per User ID).

Typical value: F- (flash-hook)

# DIAL CODE TO RETURN TO CALLER WHEN THERE IS A BUSY:

During supervised call transfers, the code Stratagy dials to request the telephone switch to reconnect the

caller to Stratagy if the attempted extension is busy. Typical value: F- (flash-hook)

DESCRIPTION

# DIAL CODE TO USE AFTER A CALL SCREENING REJECT:

During supervised call transfers, with Call Screening ON, if the extension called rejects the caller, the

code Stratagy dials to reconnect to the caller and play the User ID’s current greeting. Typical value: F- (flash-hook)

# DIAL CODE TO CONNECT THE CALLER TO THE EXTENSION:

Dial code Stratagy dials during supervised call transfers to complete the call transfer either after detecting an answer at the called extension, or if Call Screening is ON, after the extension called accepts the call.

Typical value: H (Hang Up)

# NUMBER OF SECONDS TO WAIT FOR DIALTONE DETECTION:

If your telephone system has a limited number of DTMF receivers, or intercom paths for call transfers,

and potentially might not have one always available to Stratagy for a call transfer, enable Stratagy’s dial tone detection by setting this value greater than 0. The value is the longest amount of time Stratagy will wait for the telephone system to give Stratagy I second of dial tone.

Typical value: 4

# NUMBER OF l/l 00 SECONDS TO USE FOR FLASH TIME:

Time Stratagy must remain on-hook while performing a flash-hook. Typical value: 55 (just over half a second)

Table 5-2 Telephone System Dial Codes - Parameters and Definitions

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PARAMETER

#WHICH DTMF TONE TO LISTEN TO FOR ANSWER DETECTION:

Some telephone systems play a specific DTMF tone during a call transfer when the called extension answers. This allows for faster answer detection and call processing. If your telephone system supports this feature, enter the DTMF tone.

Typical value: a

#WHICH DTMF TONE TO LISTEN TO FOR HANG UP DETECTION:

Some telephone systems play a specific DTMF tone whenever a caller hangs up. This allows for faster hang up detection and call processing. If your telephone system supports this feature, enter the DTMF tone.

Typical value: d

# WHAT TO DIAL BEFORE DIALING THE USER ID EXTENSION:

Code Stratagy dials after dial tone detection, but before dialing the extension number. Typical value: left blank.

# WHAT TO DIAL AFTER DIALING THE USER ID EXTENSION:

Code Stratagy dials after dialing the extension number. Some applications are using -1 to eliminate (system wide) voice announce during a call transfer by

Stratagy (which is necessary if you want Stratagy to perform supervised transfers). Or, sometimes you may want to use H to force all call transfers to be blind, or unsupervised.

DESCRIPTION

# WHAT TO DIAL WHEN THE SYSTEM FIRST STARTS UP:

Initialization codes Stratagy dials when it first starts-up. A typical application is removing call forwarding

on the Stratagy ports.

# WHAT TO DIAL WHEN THE SYSTEM PERFORMS A SHUTDOWN:

Codes Stratagy dials when it shuts down. A typical application is enabling call forwarding on the Stratagy ports.

# WHAT TO DIAL WHEN A PORT GOES OFF-HOOK:

Codes Stratagy dials whenever it goes off-hook to enable some special feature, such as when special

types of serial, or W-232, integrations.

# SWITCH NAME TO DISPLAY ON MAIN SCREEN:

The name of the telephone system Stratagy displays as part of the product identification section of the

Main Menu.

Table 5-2 Telephone System Dial Codes - Parameters and Definitions (continued)

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8.2 DEFINING TELEPHONE SYSTEM TONE PATTERNS

Use this option to define for Stratagy the actual

telephone system tone patterns it must recognize when

performing supervised call transfers.

To define the tone patterns the Stratagy system uses a

utility called GetTones. This program enables Stratagy to “learn” the tone patterns that define ringing, busy, hang up, and reorder.

NOTE:

The tone patterns for Toshiba telephone systems

are automatically defined during setup. Use

GetTones only when initially configuring nonToshiba telephone systems.

8.2.1 PREPARING TO USE CETTONES

Before running GetTones, be sure you have done the

following:

n Defined the Telephone System Dial Codes. n Connected port 1 and port 2 to valid, working

extensions on the telephone system.

H Found out the extension number to which port 1 is

connected.

n Verified that the extension that port 1 is connected to

is not in any hunt group, forwarding defined.

n Verified that the extension that port 2 is connected to

has outside line access and can dial a test telephone number that will be answered (calling Time or Weather are good choices).

and does not have any call

n Defined a non-Stratagy extension that has a

telephone connected and will not be answered.

8.2.2 USING CETTONES

IMPORTANT NOTE: Before you run the GetTones, you must have done the previous.

To access GetTones, enter Y to the prompt.

Before GetTones can “learn” the tone patterns, it must have some parameters defined. See Figure 5-9 for the GetTones Utility Screen. For a list of the parameters and

their definitions, see Table 5-3. After you complete the last parameter, GetTones obtains

the ring, busy, reorder, and hang up patterns of the telephone system.

NOTE: If you encounter any problems with GetTones,

you may need to run manual utilities to obtain

the telephone system tone patterns. Please contact Toshiba Technical Support for more information.

8.2.3 EXITING THE TELEPHONE SYSTEM TONE PATTERNS SCREEN

When you have finished defining the Telephone System Tone Patterns, press Esc to return to the Other Switch

Integrations Menu.

GetTones, version 1.1 Are you sure you want to run this routine? [y/n1 y Enter the outdial code:

Enter the reorder code: Enter the station number of port 1: Enter the RNA test station number: TRIAL Number: 1 Getting RING pattern.

If there is no activity after 30 seconds, press the Spacebar.

Figure 5-9 GetTones Utility Screen

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PARAMETER

DESCRIPTION

ENTER THE OUTDIAL CODE:

Code and telephone number GetTones dials to establish an outside connection to test for tone patterns. Good choices for telephone numbers are time and weather. You must also enter all necessary codes t0

obtain outside line access.

Example: If time were 853-1212 and you needed to dial 9 and pause to get an outside line, you would

enter:

Enter the outdial code: 9, 85312 12

ENTER THE REORDER CODE:

Any dial code that will generate a REORDER tone pattern on the telephone system. Typically, invalid

‘

extension numbers work well.

Example: The following generally works.

Enter the reorder code: 6 6 6

ENTER THE STATION

NUMBER OF PORT 1:

The station number connected to port 1.

ENTER THE RNA TEST STATION NUMBER:

The non-Stratagy extension that has a telephone connected and will not be answered.

Table 5-3 GetTones - Parameters and Definitions

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8.3 DEFINING SYSTEM INTEGRATION PATTERNS

If your telephone system supports integration, this selection controls the definition of its integration. You

need to perform this step only to refine, verify, or modify the integration of the Stratagy system with your telephone system.

See Figure 5-10 for a sample System Integration

Patterns Screen. For a listing of the System Integration

Patterns parameters and definitions, see Table 5-4. Some of the pre-defined telephone system dial codes

already contain integration information, while others are configurable. If there are no integration definitions and you know that your telephone system supports inband DTMF integration, use the Integration Helper program to assist you in defining the integration patterns.

8.3.1 DEFINING THE SYSTEM INTEGRATION

PATTERNS FIELDS

Define the following:

1. Integration Timeout by l/IO. Refer to Table 5-4.

2. The remaining fields. These fields define the integration strings that Stratagy should match. If

there are no integration definitions and you know that your telephone system supports inband DTMF

integration, use the Integration Helper. Otherwise, proceed to “Defining the Integration Strings Stratagy Matches.”

NOTE: Use the Integration Helper only when initially configuring non-Toshiba telephone systems.

8.3.2 PREPARING TO USE THE INTEGRATION HELPER

Before running the Integration Helper, verify that you

have: n Enabled your telephone system for “voice mail”

integration Programmed a test extension for call coverage, or call

forwarding, to Stratagy

n Made available another extension for placing test

calls

8.3.3 USING THE INTEGRATION HELPER

Start the Integration Helper. From the System Integration

Patterns Screen, press Fl.

Next, make a series of test calls. The idea is to place sample calls that generate integration information that the Integration Helper can capture. The screen displays:

Waiting for a call on any port... To abort press ESC

Place test calls of the following types:

1. Available extension calling test extension for RING NO ANSWER.

Place a test call by calling from the available extension to your test extension.

After a Ring No Answer condition occurs, the

call should forward to Stratagy’s Integration

Helper, which will answer the call and capture the digits it hears played by the telephone system.

After the Integration Helper has captured the digits, press R for Ring No Answer.

2. Available extension calling test extension while test extension is BUSY.

Verify that the test extension has been call forwarded BUSY to the Stratagy ports.

Make the test extension busy. From the available extension, call the test

extension which should forward to the

Integration Helper immediately.

After the Integration Helper has captured the digits (if any), press B for BUSY.

3. Test extension calling directly to Stratagy. H From the test extension, call Stratagy. 1 After the Integration Helper has captured the

digits (if any), press D for DIRECT call.

NOTE: Some telephone systems use different codes depending upon whether the call to Stratagy was made by dialing an extension or by pressing a message light. Run both tests if you suspect this to be true of your telephone system.

4. Available extension using CO line to call in and ring test extension for RING NO ANSWER.

From the available extension, select an outside CO line and call in to where you are installing Stratagy.

When the Receptionist answers, ask him to transfer you (unsupervised, or blind) to the test

extension, which should forward to Stratagy after some rings.

After the Integration Helper has captured the

digits, press R for RING NO ANSWER.

5. Available extension using CO line to call in while

test extension is BUSY.

n Make the test extension busy. n From the available extension, select an outside

CO line and call the company where you are located.

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n n When the Receptionist answers, ask him to

transfer you (unsupervised, or blind) to the test extension, which should forward to Stratagy immediately.

After the Integration Helper has captured the digits, press B for BUSY.

When you have finished, press Esc to return to the System Integration Patterns Screen, which should now be filled with the captured codes and descriptions of those codes.

8.3.4 DEFINING THE INTEGRATION STRINGS STRATACY MATCHES

The next step is to define the actual received codes with

call and the extension information. There are six character codes. Each character code represents a call state, and the placement and quantity of the code

represents the extension information.

The character codes are:

r ring-no-answer b busy e direct dial (to access User ID directly by asking

for security code)

information regarding where the call came from

(for handling message replies)

immediate record (play the record tone and start taking a message)

x a wild card that matches anything (use this

carefully)

You have complete control for changing Stratagy’s integration behavior based upon your specific requirements. For example, if your customer does not want to allow for BUSY extensions, then simply modify the integration character codes and replace the b’s with

r’s.

8.3.5 USING CHARACTER CODES

Example Using Character Codes. The following

example illustrates using the character codes.

Direct Call Start with the Direct test call. There is a dial code

labeled Direct Call in the description field. Part of the dial code should contain the extension number from

where you called. Edit the dial code to replace the

extension number with one or more e’s

Example:

dial code displayed: ***I 120 test extension you called from: 120

edit the dial code to read: ***I eee.

Forward from Ring No Answer

Under the Forward from Ring No Answer you should

have two codes. Both dial codes should contain the

extension number that was call forwarded to Stratagy. Part of one code will probably contain the available

extension number you called from. The other dial code may or may not contain information pertaining to the CO line where the call came from.

Example:

dial codes displayed: #02#101 #I 20#

and #03##120

available extension you called from:

101

test extension that was call forwarded:

120

edit the dial codes to read:

#02#sss#rrr# and #03##rrr#

respectively

n Forward from Busy

The Forward from Busy is modified in the same way as the Forward from Ring No Answer above except that you use character code b instead of r.

Different Masks. Check that the dial codes do not have the same “mask.” If you do have one or more dial masks that are the same, you must modify them to be different or delete the extra ones. To test that dial code masks are different, do the following:

1. List the dial codes on a piece of paper.

2. Compress the dial codes by re-writing them without any character codes.

What is left are dial code masks which must all be different.

Example:

Using the following dial codes:

***leee, #02#sss#rrr#, and #03##rrr#

the dial code masks would be:

***l , #02###, and #03###

which are all different.

Additional Dial Codes. Sometimes it is useful to have

additional dial codes that match the same way as the

actual dial codes except for the first character. For

example you might want to add a second dial code for Direct calls (which had

***leee in our example) as

**I eee. This helps to eliminate timing problems that

sometimes arise from some telephone systems and Stratagy.

How Stratagy Matches Dial Codes. The dial code strings are always sorted in like categories. When

Stratagy receives a call, it uses a buffer to match against the defined dial code strings, and selects the first string that it matches.

Example 1:

dial code strings:

01 rrr 02bbb

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03eee xxrrr

call Stratagy receives:

02100

dial code string Stratagy matches:

02bbb

Example 2:

dial code strings:

xxrrr 01 rrr 02bbb 03eee

call Stratagy receives:

02100

dial code string Stratagy matches:

xxrrr (if on top, xxr rr always matched)

8.3.6 MODIFYING INTEGRATION DIAL CODES To edit a dial code:

Use the arrow keys ( 7‘ .L ), or

1. to highlight the dial code parameter. Press

PgUp

and

PgDn,

Enter.

2. Modify the dial code using the line editor at the top of the screen.

Press

Enter

without keeping any changes, press

To remove an integration dial code:

1. Use the arrow keys

PgDn,

to highlight the dial code parameter. Press

to save your changes. To escape

Est.

( 1‘ L ),

PgUp

and

Enter.

Press

Del

or the

spacebar

parameter displays in the line editor at the top of

the screen.

8.3.7 EXITING THE SYSTEM INTEGRATION PATTERNS SCREEN

When you have finished defining the System .Integration Patterns, press

Integrations Menu.

Esc

to return to the Other Switch

when the dial code

3. System Integration Patterns

Integration Timeout by l/10: 10 Forward from Ring No Answer: Brr Forward from Ring No Answer: Brrr

Forward from Ring No Answer: Brrrr Forward from Ring No Answer: 91rr

Forward from Ring No Answer: 9lrrr

Forward from Ring No Answer: 9lrrrr Direct call from extension : 92ee Direct call from extension : 92eee

Direct call from extension : 92eeee

<available> :

<available> :

5-33

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

PARAMETER DESCRIPTION

INTEGRATION TIMEOUT BY l/l 0

Amount of time Stratagy waits for integration information from the telephone system. In tenths of seconds.

Possible values: 0 (disable integration), time in tenths of seconds Suggested value: 10 (10 1 Oths = 1 set)

DIRECT CALL

Integration strings that Stratagy should match for a Direct call. Example: ***l eee

FORWARD FROM RING NO ANSWER

Integration strings that Stratagy should match for a forward form Ring No Answer. Example: #02#sss#rrr#

FORWARD FROM BUSY

Integration strings that Stratagy should match for a forward from Busy. Example: #02#sss#bbb#

SEPTEMBER 1994

Table

5-4

Stratagy System Integration Patterns

5-34

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

INSTALLATION SECTION

SEPTEMBER 1994

APPENDIX A

CHECKLISTS AND FORMS

STRATAGY 4/6/24

________________________________________------------------------------

INSTALLATION AND MAINTENANCE MANUAL

TABLE OF CONTENTS

Appendix A - Checklists and Forms

SEPTEMBER 1994

PARAGRAPH SUBJECT

Introduction ________________________________________----------------------------------------------------------------- A-1

The Checklist and Forms ________________________________________---------------------------------------------- A-1

FORMS

TITLE

Stratagy Stratagy

Users Form ________________________________________------------------------------------------- Customization Form-1

Auto (Scheduling) Form ________________________________________--------------------------- Customization Form-2

Notify

Form ________________________________________------------------------------------------- Customization Form-3

Greeting Scripts Form

PAGE

pre-installation Checklist ________________________________________----------------------------- Checklist-l Installation Checklist ________________________________________----------------------------------- Checklist-2

Customization Form-4

A-i

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

APPENDIX A

CHECKLISTS AND FORMS

1 INTRODUCTION

This appendix contains checklists and forms that simplify the installation process.

These are: n Pre-installation and installation checklists.

SEPTEMBER 1994

‘

n User ID customization forms. Make copies of the checklists and forms as needed.

2 THE CHECKLISTS AND FORMS

The pre-installation and installation checklists -

These checklists list items that need to be completed

during pre-installation or installation.

Stratagy Pre-Installation Checklist Stratagy Installation Checklist

The User ID customization forms

simplify the customization process.

Users Form

Auto (Scheduling) Form

Notify Form Greeting Scripts Form

- These forms

A-l

STRATAGY 4/6/24

INSTALLATION AND MAINTENANCE MANUAL

STRATAGY PRE-INSTALLATION CHECKLIST

SEPTEMBER 1994

DONE d ITEM

KNOW THE REFERENCE DOCUMENTATION

COMMENTS

(Installation section, Chapter 2, “Before You Install”)

Q - - - - - - - -

rJ - - - - - - - -

Q - - - - - - - r-J - - - - - - - -

-1. Know Stratagy’s

features.

-2. Know Stratagy operation, customization, and administration.

-3. Know Stratagy installation.

-4. Know how to configure the voice mail system settings for your telephone system.

COMPLETED THE PRE-INSTALLATION SURVEY

(Installation section, Chapter

DETERMINED STRATAGY’S CONFIGURATION AND INTEGRATION

(Installation section, Chapter 2,

“Before You Install”)

“Before You Install,” and Chapter 5,

“Configuring and Backing Up Stratagy”)

0 - - - - - - - Q - - - - - - - -

CUSTOMIZED USER ID MAILBOXES AND CALL PROCESSING

-1. Defined Stratagy system configuration options.

-2. Defined system integration options.

(completed the forms) (Programming section)

Q - - - - - - - -

Q - - - - - - - rJ - - - - - - - Q - - - - - - - -

Q - - - - - - - -

SELECTED AND PREPARED THE HARDWARE SITES

j-J - - - - - - - -

0 - - - - - - - -

-1. Determined the company greeting.

-2. Determined the caller instructions.

-3. Obtained the busy-hold music. (optional)

-4. Determined the employee directory instructions.

-5. Programmed the User IDS.

(installation section, Chapter 2, “Before You Install”)

-1. Stratagy system.

-2. Remote or local system (required for Stratagy 4 and 6).

CHECKLIST-1

STRATAGY

a/6/24 INSTALLATION AND MAINTENANCE MANUAL

STRATAGY INSTALLATION CHECKLIST

SEPTEMBER 1994

DONE d

INSTALLED THE HARDWARE

(Installation section, Chapter 3, “Installing the Hardware”)

Q - - - - - - - 0 - - - - _ - - 0 - - - - - - - -

D - - - - - - - -

0 - - - - - - - -

0 - - - - - - - 0 - - - - - - - -

0 - - - - - - - -

1 CONFIGURED STRATAGY USING THE STRATAGY CONFIGURATION UTILITY

-1. Inspected and unpacked the system.

-2. Installed Stratagy Voice Boards (as appropriate).

-3. Set up the Stratagy system PC hardware.

-4. Configured your telephone system’s voice mail system settings individually (as appropriate).

-5. Connected line cords from the voice boards to the telephone system.

-6. Verified Stratagy’s basic functions.

-7. Prepared (hardware and software) the remote or local system to

access the Stratagy host system (required for Stratagy 4 and 6).

-8. Accessed Stratagy directly, remotely, or locally.

(Installation section, Chapter 5, “Configuring and Backing Up Stratagy)

ITEM

COMMEN’

0 - - - - - - - I-J - - - - - - - -

- - - - - - - -

CUSTOMIZED USER ID MAILBOXES AND CALL PROCESSING

- - - - - - - Q - - - - - - - r-J - - - - - - - 0 - - _ - - - - rJ

- - - - - - - Q - - - - - - - -

-1. Defined Stratagy system configuration options.

-2. Defined Stratagy integration options. n For a Toshiba telephone system, selected the appropriate

system.

n For a non-Toshiba telephone system, defined:

B - - - - - - D -------

_--me--

-3. Backed up Stratagy using the Stratagy Backup Utility.

(entered the data from the forms completed during pre-installation) (Programming section)

-1. Recorded the company greeting.

-2. Recorded the caller instructions.

-3. Recorded the busy-hold music. (optional)

-4. Recorded the employee directory instructions.

-5. Programmed the User IDS.

-6. Backed up Stratagy using the Stratagy Backup Utility

Telephone system dial codes. Telephone system tone patterns.

System integration options.

CHECKLIST-2

Toshiba Stratagy 4, Stratagy 6, Stratagy 24 User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

TABLE OF CONTENTS

TABLE OF CONTENTS

TABLE OF CONTENTS

TABLE OF CONTENTS

TABLE OF CONTENTS

TABLE OF CONTENTS