Amanda Work Group Installation Manual
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Chapter 10: Configuring Amanda Using This Chapter This chapter contains a questionnaire that helps you determine exactly how your customer needs his Amanda system to be set up. It also guides you as you configure an Amanda system for the first time. Fortunately, The Amanda Company has configured Amanda so that over 90% of the configuration options need no change whatsoever. For a complete list of the configuration options, see “Chapter 18: Configuration Reference.” Using the Questionnaire Use this “First Use” questionnaire to find out how your customers prefer to use their Amanda system. Use the results as you run Setup, selection 4, to set configuration options, and as you create the mailbox template (usually mailbox 997). Then create mailboxes for users. It comes in both a standalone and voice server version because setting up mailboxes is different in Amanda Administrator. Question Column The questions address: How Amanda handles all callers. How Amanda interacts with most users. You assign new users the options that give them an initial, usable mailbox configuration. After
90 Installing [email protected]/DOS each mailbox has been created, the System Administrator can change these options, and the users themselves can change some op- tions. System Administration issues. During your interview with the client, you will use the Question and Circle Response columns in this questionnaire to select the Amanda features for this site. Location Column You will use the Location and Action columns to implement these features on Amanda. The Location column uses this symbol → to separate the choices you must make at each menu level to select the feature from the correct Amanda screen. For example, “In the Setup utility, select System Configuration Options →General Configuration→Incoming Calls” means “In the Setup utility, first select Configuration Options, then select General Configuration, then select Incoming Calls.” In the voice server version of the questionnaire, questions 10, 12-23, and 25 (for Amanda Administrator), the Location column directs you to the default mailbox template (usually 997) that you use to set up new mailboxes. The Location column directions assume that you are already logged on to Amanda Administrator and are displaying the Mailbox window. If not, use one of the following procedures to display the default mailbox template. To display the Mailbox window (if you are not logged onto Amanda Administrator): 1. Start Amanda Administrator. The Administrator Logon dialog box appears. 2. Enter your password in the Logon dialog box. The mailbox List dialog box appears. 3. Enter 997 (or the mailbox for the default template). The Mailbox window displays template 997.
Chapter 10: Configuring Amanda 91 To display the Mailbox window (if you are already logged onto Amanda Administrator but displaying another window): 1. Click the Mailbox menu and select mailbox. The mailbox List dialog box appears. 2. Enter 997 (or the mailbox for the default template). The Mailbox window displays template 997. The Location column includes the name of the configuration option (also called a parameter) for each feature. The current options and their settings are stored on the Amanda server in C:\AMANDA\INSTALL.CFG. You can view them using the Setup utility. From Setup, select System Configuration Options →Advanced Configuration→General. Standalone Questionnaire QuestionCircle ResponseLocation and Amanda Parameter (if applica- ble)Action 1) Amanda normally says “Please hold while I try that extension for you” as she transfers a call. This fea- ture can be turned off. Do you want Amanda to say “Please hold….?”YESIn the Setup utility, select System Configuration Options→ General Configuration→ Incoming Calls.Set the Amanda Says “Please Hold While…” check box to T for True, which is the default. NOAmanda parameter is please_holdSet the Amanda Says “Please Hold While…” check box to F for False You can also bypass this message for individual mailboxes using the Token Programming Language (although only blind transfers are supported). 2) Do you want Amanda to verify that a caller is still on the telephone before transferring the call to an op- erator? (Amanda asks the caller to “Say yes at the tone” before transferring the call.)YESIn the Setup utility, select System Configuration Options→ General Configuration→ Incoming Calls.Set the Amanda Says “Please Say ‘Yes’…” check box to T for True. NOAmanda parameter is dtmf_gateSet the Amanda Says “Please Say ‘Yes’…” check box to F for False, which is the default.
92 Installing [email protected]/DOS 3) Do you want callers to be able to hold for busy extensions?YESIn the Setup utility, select System Configuration Options→ General Configuration→ Incoming Calls. Amanda parameter is cancel_busy_holdSet the Caller Can Hold check box to T for True, which is the default. NOSet the Caller Can Hold check box to F for False. 4) If YES to 3, do you want active or inactive hold? On active hold, the caller is prompt- ed to press * to remain on hold. On inactive hold, the caller takes no action to stay on hold. (800 numbers benefit from using ac- tive hold, because the caller cannot leave the telephone unattended.)ACTIVEIn the Setup utility, select System Configuration Options→ General Configuration→ Incoming Calls. Amanda parameter is active_holdSet the Active Hold check box to T for True, which is the default. INACTIVESet the Active Hold check box to F for False. 5) Do you want direct messages to play the Name/Extension recording instead of the mailbox’s greeting? (A direct message is left in a user’s mail box without attempting to ring that user. By default, Amanda plays the mailbox’s greeting. The Name/ Ext recording is shorter than the mailbox’s greeting.)YESIn the Setup utility, select System Configuration Options→ General Configuration→ Incoming Calls. Amanda parameter is short_direct_sendSelect the Play User’s Name and Ex- tension Recording option. NOSelect the Play User’s Greeting option (which is the default). 6) Do you want Amanda to answer all incoming calls or only answer when the operator cannot get to the phone within a certain number of rings? (This decision can vary from port to port.)ALL CALLSIn the Setup utility, select System Configuration Options→ Advanced Configuration→ Per Port. Amanda parameter is n_ringsSet N_RINGS to 1 for each port. This is a per port setting. The default is one ring on each port. (Amanda is being set up as a primary attendant.) AFTER x RINGS What is x?Set N_RINGS to x for each port, where x in the number of rings. This is a per port setting. (Amanda is being set up as a second- ary attendant.) Standalone Questionnaire (Continued) QuestionCircle ResponseLocation and Amanda Parameter (if applica- ble)Action
Chapter 10: Configuring Amanda 93 7) Do you want callers who use the company directory (411) to press * to transfer to the mailbox being de- scribed?YESGlobal settings parameter is tmo_dir_ transfer .Set tmo_dir_transfer a number greater than 0. The default is 2. NOSet tmo_dir_transfer to 0. 8a) Do you want users and callers to be able to listen to, rerecord, or can- cel messages and greetings that they create?YESIn the Setup utility, select System Configuration Options→ General Configuration→ Messages. Amanda parameter is end_rec_menu record_menuSet the Allow Listening To… check box to T for True, which is the default. NOSet the Allow Listening To… check box to F for False. 8b) Do you want users and callers to hear a prompt before they start re- cording or just the beep? The prompt is “Begin recording at the tone. Finish by pressing # or hanging up.”PROMPT and BEEPIn the Setup utility, select System Configuration Options→ Advanced Configuration→ General. Amanda parameters are begin_rec_prompt record_menu Set begin_rec_prompt to T for True, which is the default. Set record_menu to T for True, which is the default. BEEP ONLYSet begin_rec_prompt to F for False. Set record_menu to T for True, which is the default. 9) When users listen to messages, Amanda normally plays the messag- es in chronological order. Do you want users to hear urgent messages first?YESIn the Setup utility, select System Configuration Options→ General Configuration→ Messages. Amanda parameter is urgent_to_frontSet the Urgent Messages First check box to T for True, which is the default. NOSet the Urgent Messages First check box to F for False. 10) When a user listens to messag- es, should Amanda start with his first new (unheard) message or the first message in his message list (whether heard or unheard)?NEXT NEW MESSAGEIn the Setup utility, select System Configuration Options→ General Configuration→ Messages. Amanda parameter is play_new_firstSet the Play Next New Message check box to T for True. FIRST MES- SAGE IN LISTSet the Play Next New Message check box to F for False, which is the default. Standalone Questionnaire (Continued) QuestionCircle ResponseLocation and Amanda Parameter (if applica- ble)Action
94 Installing [email protected]/DOS 11) What time stamp should a for- warded message have? You can use the time the message was recorded or the time the message was for- warded. (When you use the time that the message was recorded, the person receiving the forwarded message may think delivery was slow and be confused—unless the person for- warding the message adds a com- ment.)TIME RE- CORDEDIn the Setup utility, select System Configuration Options→ General Configuration→ Messages. Amanda parameter is timestamp_ forwardsSelect the Time Originally Recorded option, which is the default. TIME FOR- WARDEDSelect the Time Forwarded option. 12) Do you want Amanda to tell the user the date and time a message was recorded before playing the message? This option can be modified for each user.YESIn Amanda, select Users menu, then enter 997 in mailbox.Set the D/T option to YES. NOSet the D/T option to NO. N OTE: A user can always get the message date/time by press- ing 74 during the message even if this option is set to NO. 13) If YES to 12, do you want Amanda to say ‘today’ and ‘yester- day’ instead of the exact date? This option is set for all users.YESIn the Setup utility, select System Configuration Options→ General Configuration→ Messages. Amanda parameter is abbreviate_datesSelect the Amanda Says “Today” And “Yesterday” For Dates option, (which is the default). NOSelect the Amanda Always Says Full Date option. 14) How many times should the telephone ring before Amanda de- cides the user is unavailable? (After these rings, Amanda takes a message, reroutes the call, or does whatever she is configured to do for Ring No Answer.)1 2 3 4 5 6 7 8 9In Amanda, select Users menu, then enter 997 in mailbox.Set the Set Maximum Rings value to the circled number. The current de- fault is 0, which means 4 rings. C AUTION: If you are using the U to- ken in Extension fields (to perform a partially supervised transfer), Maxi- mum Rings must be set to 1. 15) Do you want users to be able to turn Do Not Disturb on and off?YESIn Amanda, select Users menu, then enter 997 in mailbox.Set Do Not Disturb’s Lock to OFF. NOSet Do Not Disturb’s Lock to ON. Standalone Questionnaire (Continued) QuestionCircle ResponseLocation and Amanda Parameter (if applica- ble)Action
Chapter 10: Configuring Amanda 95 16) Do you want Do Not Disturb initially ON or initially OFF?ONIn Amanda, select Users menu, then enter 997 in mailbox.Set Do Not Disturb to ON. OFFSet Do Not Disturb to OFF. 17) Do you want users to be able to turn call screening on and off? (Call screening allows users to ac- cept or reject calls based on who is calling.)YESIn Amanda, select Users menu, then enter 997 in mailbox.Set Screen Calls’ Lock to OFF. NOSet Screen Calls’ Lock to ON. 18) Do you want call screening ini- tially ON or initially OFF?ONIn Amanda, select Users menu, then enter 997 in mailbox.Set Screen Calls to ON. OFFSet Screen Calls to OFF. 19) Do you want callers to leave messages for the users they call? YESIn Amanda, select Users menu, then enter 997 in mailbox.Set Store Messages to YES. Set Store Messages’s Max to a number of seconds for each message. NOSet Store Messages to NO; make sure Copy Messages To is blank. 20) Do you want everyone to use the same greeting (and in the same voice) when the telephone is not an- swered? (NO allows each user to create his own greeting.)YESIn Amanda, select Users menu, then enter 997 in mailbox.Set Current Greeting’s Max to 0. NOSet Current Greeting to 0; set Current Greeting’s Max to a num- ber of seconds for each user’s record- ing. Each user should record a greeting and a Name/Extension recording. Until a user records these, the system greeting and Name/Extension recording are used. When the user records Greeting 1, the Current Greeting setting chang- es from 0 to 1 automatically. The user may also control what greeting is used. ([email protected]/DOS pro- vides 7 greetings per mailbox.) Standalone Questionnaire (Continued) QuestionCircle ResponseLocation and Amanda Parameter (if applica- ble)Action
96 Installing [email protected]/DOS 21) If YES to 20, do you want to use Amanda’s system greeting or a company-wide custom greeting when a telephone is not answered? (The system greeting is “Please leave a message for” followed by the system or custom Name/Exten- sion recording.)SYSTEMIn Amanda, select Users menu, then enter 997 in mailbox.Set Current Greeting to 0, which is the default. CUSTOMSet Current Greeting to 1. Record a greeting for some mailbox (e.g., 445), then use DOS to copy it (e.g., C:\VMB.DB\5\%\GRT1.VOX ) as GRT1.VOX for each mailbox as- signed to a user. For 3-digit extensions that start with 2, use: COPY custom_grt C:\VMB.DB\?\2??\GRT1.VOX For 4-digit extensions that end with 5, use: COPY custom_grt C:\VMB.DB\?\4???\GRT1.VOX (Here, custom_grt is C:\VMB.DB\5\%\GRT1.VOX .) Update the mailbox template (997) be- fore you create the other mailboxes. Use the COPY command shown above after the IDs have been created. 22) If callers are permitted to hold when a user extension is BUSY (see Question 3), do you want everyone to use the same greeting (and in the same voice)? (NO allows each user to create his own busy greeting.)YESIn Amanda, select Users menu, then enter 997 in mailbox.Set Busy Message’s Max to 0. NOSet Busy Message’s Max to a number greater than zero, such as 45. Each user should record a busy greet- ing. Until a user records his busy greeting, the system busy greeting is used. The user may also control what busy greeting is used. Standalone Questionnaire (Continued) QuestionCircle ResponseLocation and Amanda Parameter (if applica- ble)Action
Chapter 10: Configuring Amanda 97 23) If YES to 22, do you want to use Amanda’s system busy greeting or a custom busy greeting? (The system busy greeting explains to the caller how to hold for the ex- tension. If the caller presses *, Amanda plays music, then retries the extension. If it is still busy, Amanda changes the prompt: the caller can hold, enter another exten- sion, or leave a message.)SYSTEMIn Amanda, select Users menu, then enter 997 in mailbox.Set Busy Message to SYS. CUSTOMSet Busy Message to CUS. Record the busy message for a mailbox (e.g., 445), then use DOS to copy that mes- sage (e.g., C:\VMB.DB\5\% \BUSY.VOX ) as BUSY.VOX for each user’s mailbox. For 3-digit exten- sions that start with 2, use: COPY custom_bsy C:\VMB.DB\?\2??\BUSY.VOX For 4-digit extensions that end with 5, use: COPY custom_bsy C:\VMB.DB\?\4???\BUSY.VOX (Here, custom_bsy is C:\VMB.DB\5\%\BUSY.VOX .) Update the mailbox template (997) be- fore you create the other mailboxes. Use the COPY command shown above after the IDs have been created. 24) Do you want Amanda to let the user know who the call is for? (This is primarily for people who answer calls for more than one per- son or share a telephone.)YESIn Amanda, select Users menu, then enter 997 in mailbox.Set ID Call? to YES. NOSet ID Call? to NO. 25) If YES to 24, do you want Amanda to let the user accept or re- ject the call based on who it is for?YESIn Amanda, select Users menu, then enter 997 in mailbox.Set Screen Calls to ON and ID Call? to YES. NOUse the settings already specified for Screen Calls and ID Call? in questions 17, 18, and 24. 26) If YES to 25, do you want users to hear: Both who is calling and who the call is for. Only who the call is for.BOTHIn the Setup utility, select System Configuration Options→ Advanced Configuration→ General (Settings). Amanda parameter is modified_call_ screeningSet modified_call_ screening to F for False. ONLY WHO CALL IS FORSet modified_call_ screening to T for True. Standalone Questionnaire (Continued) QuestionCircle ResponseLocation and Amanda Parameter (if applica- ble)Action
98 Installing [email protected]/DOS 27) Do you want to use a system or custom Name/Extension recording? (The system recording says the mailbox number instead of the us- er’s name. For example, if the user’s mailbox is 143, Amanda says “For mailbox 1-4-3.”) N OTE: It is a good idea to have someone with a good voice make a Name/Extension recording for each user, so Amanda identifies users by name on the first day, even if you allow custom name/ extension record- ing. SYSTEMIn Amanda, select Users menu, then enter 997 in mailbox.Set Name/Ext to NO. The users cannot make recordings. CUSTOMSet Name/Ext. to YES. Each user should make a recording. Until a user makes his recording, the system re- cording is used. 28) Do you want to log information about messages? If YES, the MSG.LOG file will store: The date and time every mes- sage is received The date and time every mail- box is checked for messages along with the DTMF the user enteredYESIn the Setup utility, select System Configuration Options→ General Configuration→ Messages. The Amanda parameter is msg_logSet the Log Info About Messages check box to T for True. NOSet the Log Info About Messages check box to F for False, which is the default. 29) Do you want to log information about accesses to mailboxes? If YES, the USER.LOG file will store the date, time, and mailbox when any mailbox is accessed by DTMF. This file can be analyzed for call distributions and accesses by dates, days, and times.YESIn the Setup utility, select System Configuration Options→ General Configuration→ Messages. The Amanda parameter is user_logSet the Log Info About User Access check box to T for True. NOSet the Log Info About User Access check box to F for False, which is the default. 30) What password does the admin- istrator want to use for Amanda? (You may not want to write this down, but be sure that it gets reset. The default is AMandA with the first two and the last letter capital- ized.)Write pass- word here.In the Setup utility, select System Configuration Options→ General Configuration→ Password. Amanda parameter is passwordEnter a password which contains no more than eight letters. Passwords are case-sensitive. Standalone Questionnaire (Continued) QuestionCircle ResponseLocation and Amanda Parameter (if applica- ble)Action