Inter-Tel Imx/Gmx 416/832 Installation Manual
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INTER-TELPRACTXES IMWGMX 416/832 INSTALLATION & MAINTENANCE PROGRAMMING Issue 1, November 1994 B. UPGRADING A 416/832 DATABASE FOR STAND-ALONEPROGRAMMJNG 2.10 Previous versions of 416/832 databases can be updated for stand-alone programming of a new standard or expanded version, or for upgrading a standard data- base to an expanded database. (This procedure is not re- quired if the new software is being loaded directly into the 416/832 System; it is only used for stand-alone pro- gr=-h3) 2.11 If the update procedure is not performed, the Save/Restore feature cannot be used to load a standard database into an expanded system, or an expanded data- base into a standard system. If you attempt to do so, an error message will appear. 2.12 To UPDATE AN EXlSlWG DATARASE FOR SEND- ALONE PROGRAMMING: (1) (2) (3) (4) (5) (6) Insert the floppy disk containing the saved data- base into the stand-alone PC’s floppy disk drive. At the CL\> (or C:\Ap>) prompt, type “md c: emp (or some other directory name)” and press RETURN to create a temporary directory on the PC’s hard disk drive. (The monitor again displays “C\“.) ljpe %opy a:\*.* c: emp (or other directory name if used) and press RETURN to copy the da- tabase to the temporary directory. (The monitor displays the names of the files as they are copied and eventually “GE\“.) Remove the database disk and insert the Installa- tion Disk (disk 1) for the appropriate size system (standard or expanded) into the floppy drive. Type “a:” and press RE?fURN. (The monitor dis- plays the A drive programming prompt “A:\>“.) At the A\> prompt, type “update c: emp db (or other directory name if use&’ and press RE- TURN to update the existing database for use with the new system software. (The update takes Q (8) (9) several minutes and the monitor eventually dis- plays “A+“.) Remove the Installation Disk, insert a properly formatted floppy disk, and type “copy c: emp (or other directory name if us&)\*.* a:” and press RETURN to save the new, updated data- base. (The monitor displays the names of the files as they are copied and eventually “A+“.) Remove the floppy disk and label it “416/832 Database” along with the software part number and the current date. This new disk can now be used for stand-alone or system programming on the appropriate size system. Ifyou no longer wish to keep the new database on the PC’S hmd disk drive: a. Type “de1 c: emp\*.*” and press RETURN to delete all of the files in the temporary di- rectory. (The monitor displays “Are you sure Y/N?n) b. Type “Y” (for yes) and press RETURN. (The monitor displays “A\>“.) c. Type“rd c: emp” and press RETURN to remove the temporary directory. (The moni- tor displays “A\>“.) C. BEGINNING AN OFF-SITE STAND-ALONE PROGRAMMING SESSION 2.13 To begin the programming session, type INT416, GMX416, lNTS32, or GMX832 (depending on your system configuration) and press the RETURN (or EN- TER) key. When the logo screen is displayed, press the F3 key. Or, press ADT-D to access the DB Programming pull-down menu and then select Programming Session by highlighting it (use the up or down arrow key, if nec- essary) and pressing l?ETURN. The 416/832 Applica- tions Menu appears. All programming can then be com- pleted as described in the following pages. Page 5-7
PROGRAMMING Issue 1, November 1994 INTER-TELPRACTICES IMX/GMX 416/832 INSTALLATION & MAINTENANCE D. INSTALLING A PRINTER DRIVER FOR STAND-ALONE REPORTS 2.14 To print customized reports or Tl error reports, the stand-alone PC must have the proper printer driver installed. Contact your PC and/or printer manufacturer for the printer driver information for your system. Then follow these steps for installing the driver on the PC (1) Press ALT and SPACE BAR to access a pull- down menu that includes the options “Run...” and “About...” (2) Press R to select “Run...” The following window appears: (ok) (3) (4) (5) (6) (7) Press ALT-P and press IXETURN to select Con- trol Panel. The top edge of the Control Panel window has three options: Installation, Setup, and Preferences. Ress &T-I to select the Installation pull-down menu. While viewing the Installation menu, press the IEIVRN (or ENTER) key to select Add New Printer. A window appears that asks you to iden- tify the drive or directory that contains the print- er driver software. Insert the Applications Software disk containing the printer driver software in the disk drive. (In- sert disk 7 if installing a Standard database or disk 8 if installing an Expanded database.) Or, if you have previously saved the printer drivers on your hard disk, enter the path name for their di- rectory. Then enter the drive or directory name in the text box, Then select the OK command but- ton. When the list of printer drivers appears, select the option that most closely matches your printer type. (Refer to the owner’s guide for your printer ‘>, or contact the manufacturer if unsure.) : (8) Select the Add Command button. (9) When the window asks for a destination directo- ry name, I== RETURN to accept the directory name shown. (It should be CUP or the applica- tions software directory name you selected in step 8 on page S-5). (10) When copying is completed, press ALT-S to ac- cess the Setup pull-down menu. (Or, if you will be assigning printer drivers to more than one port/file destination, repeat steps 4 through 8, as needed.) (11) While viewing the Setup menu, press RETURN to select Connections. The following window appears: LPT2 LPT3 COMl COM2 EPT None (12) Place the highlight bar on the printer driver to be programmed in the Printer list box. (13) Press TAB to move to the Connections list box. Then move the highlight bar to the file or port as- signment for the selected printer driver. (14) If you have another printer driver to be pro- grammed, press TAB again to return to the Print- er list box and repeat steps 12 and 13. (15) When the printer driver programming is as de- sired, select the OK command button. (16) When the Control Panel window returns, press &T-I to access the Installation pulldown menu. Then press X (or press the down arrow key to scroll to the Exit option and press REIURN). The Inter-Tel logo screen returns. Page 5-8
INTER-TELPRACTICES IMWGMX 416/832 INS’ULIATION & MAINTENANCE PROGRAMMING Issue 1, November 1994 a Hardware Information - @ COMI 0 COMZ Baud Rate - Communications Method 0 l Modern Connection 0 Direct CoMection Modem Information ti phone: E. CONNECTING THEREMOTE PROGRAMMING SESSION 2.15 The screen shown above can be accessed in one of the three following ways: 0 Enter lNT416, GMX416, INT832, or GMX832 (depending on the system configuration) at the C: prompt. Then press F5 when the Inter-Tel logo screen appears. 0 If the Inter-Tel logo screen is displayed, press F5. 0 If the Inter-Tel logo screen is displayed, press ALT-D and then select “Connect Remote” from the pull-down menu. 2.16 You can then set the correct session information as described in the following paragraphs. 2.17 HARDWARE INFORMATION: This section is used for indicating the communications parameters used by your PC. 0 COM 1 or COM 2: Indicate which COM port your PC is using for the ES-232-C connection. Press the TAB key until one of the COM options is high- lighted, then use the left or right arrow key to move the dot to the correct circle. Or, press ALT-1 for COM 1 or ALT-2 for COM 2. l BAUD RATE: Indicate the baud rate at which your PC will be operating. Press the TAB key to select the Baud Rate list box or press ALT-B. Then use the up or down arrow key to move the highlight bar to the desired baud rate. 2.18 COMMUNI CATIONS METHOD: Indicate that this is a modem connection (the direct connection option is not available in the 416/832 System). Press TAB until the communications method option is high- lighted, then use the left or right arrow key to move the dot to the correct circle. Or, press ALT-M. 2.19 MODEM INFORMATIONt If the communi- cations method is “modem connection,” enter the following information: l LOCATION: Press the TAB key until the cursor ap- pears in the Location text box or press ALT-L. Then type the name of the 416/832 System site. 0 PHONE: Press the TAB key until the cursor appears in the Phone text box or press ALT-P Then type the desired telephone number (you can use a comma for a pause in the number, if necessary). 2.20 SAVE: When the information appears as desired, select the Save command button. Ress TAB until Save is highlighted and then press the SPACE BAR. Or, press ALT-S. This replaces the default values with the new in- formation so that you do not have to repeat this prm- dure each time you log in. 2.21 CANCEL: To exit this screen without connect- ing a progr amming session, press TAB until Cancel is highlighted and then press the SPACE BAR. Or, press ALT-A. The Inter-Tel logo screen appears. Page 5-9
PROGRAMMING Issue 1, November 1994 INTER-TELPRACTICES IMX/GMX 416/832 INSTALLATION & MAINTENANCE 2.22 CONNECT: When the session information is correct, begin the programming session by selecting the Connect command button. Press TAB until Connect is highlighted and then press the SPACE BAR. Or, press &T-C. The following window appears. Comm Port: Baud Rate: Connect I)lpe: Location: Number: Status: 2.23 The window shows the information as it was pro- grammed in the window on the previous page, including the COM port, baud rate, modem/direct connection type, 416/832 site location, and telephone number. The “Status” line indicates when the PC is configuring the modem, dialing, and waiting for a connection. 2.24 *o command buttons allow you the options of cancelling the connection or redialing the number if problems arise. If the software is unable to communi- cate with the modem, select the Cancel command but- ton and check the connection between the modem and the PC. Also verify that the modem is connected to the proper port. To select Cancel, press TAB until it is high- lighted and then press the SPACE BAR. Or, press ALT-C. To select Redial, press TAB until it is high- lighted and then press the SPACE BAR. Or, press &T-R. 2.25 When the connection is completed, the Inter-Tel logo screen appears. To begin the programming session, press the M key. Or, press ADT-D to access the DB Pro- gramming pull-down menu and then select Program- ming Session by highlighting it (use the up or down ar- row key, if necessary) and pressing RETURN. The 416/832 Applications Menu appears. 2.26 The 416/832 System will prompt you for a pass- word. Enter the password if one is required, or press RB- TURN if a password is not required. A copy of the 416/832 software begins loading onto the PC. This pro- I cess takes 3-5 minutes at 1200 baud. When finished, the 416l832 main menu displays on the PC monitor screen. All programming can then be completed as described in the following pages. NOTE: If used, Save/Restore will take longer to per- form via modem than with a direct connection due to the slower (300 or 1200) baud rate. Ifthe Restore function is used, the associated system reset will disconnect all calls including the modem connection. 2.27 If modem connection is.lost during the program- ming session, allow a minute for the 416/832 modem to reset, then reestablish the call using the procedure giv- en above. All changes that were saved by a system up date before the connection was lost will be retained in 416/832 memory. Page 5-10
INTER-TELPRACTICES lMX/GMX 416/832 INSTALLATION & MAINTENANCE PROGRAMMING Issue 1, November 1994 3. SESSION TIMER AND SCREEN SAVER 3.1 Two timers have been built into the system that go into effect when the programming terminal remains idle for lengthy periods. They are the Session Timeout and Screen Saver timers. 3.2 Whenever the programmiq~ session remains idle (no input) for more than five minutes, a screen saver fea- ture will cause the monitor display to go blank. When this occurs, the programmer can press any key or move the mouse to restore the video display. The display itself will not change unless the session has also timed out, then the Inter-Tel logo is displayed. NOTE: If your PC has an independent screen saver fea- ture (in addition to the 416/832 screen saver), you may need to clear both screen savers to return to program- ming- 3.3 If the programming session remains idle for more than 20 minutes while a programming window is dis- played, the session is automatically terminated. 4. MICROSOFT WINDOWS NOTE: The following information is provided by Microsoft, regarding their licensing policies. 4.1 The 416/832 Database Programming operates in a graphics environment called Micmsofr Wdows, created by Microsoft Corporation. An extension of the MS-DOS operating system, Micmsofr windows gives a standard look and feel to 416/832 Database Rogram- ming and all other windows applications. 4.2 The 416/X32 Database programming package contains all the software necessary to run 416/832 Data- base Programming. You can also run 416/832 Database programming under Microsoft Endows version 2.1 or higher. 4.3 With Micmsojl Winakws, you can tie advantage of these additional features of the I%&IWS environ- ment: Running multiple applications: You can run several applications under windows at one time and easily switch between them, creating an integrated work environment. Data exchange between applications: You can trans- fer data between 416B32 Database Rogramming and other standard DOS applications as well as other I%dows applications. , Endows control of the DOS environment: From the Windows environment you can easily access all %z- dews and non-Windows applications, files, directo- ries, and disks, and control all DOS-related tasks such as directory or file management and formatting disks. 4.4 The Microsoft Windows applications associated with 4161832 programming cannot be used to run other windows related functions. To run 416/832 Database Programming with other applications under Micmsofr Windows, you need to license and install Microsoft Win- dows version 2.1 or higher. Page 5-11
PROGRAMMING Issue 1, November 1994 INTER-TELPRACTICES IMX/GMX 416/832 INSTALLATION & MAINTENANCE 5. HOW TO USE THE PROGRAMMING WINDOWS 5.1 The database is divided up into “windows” that permit the programmer to view and change the system programming one section at a time. Each of the pro- gramming windows contains boxes and/or buttons for selecting and entering specific information. These in- clude: Text Boxes, List Boxes, Command Buttons, Op tion Buttons, and Check Boxes. Samples of each are shown in the following paragraphs. 5.2 To move among items in a window, you may use the TAB or ALT key, as follows: Using the TAB key: Press the TAB key repeatedly until the desired area is highlighted by a gray box and a dark outline or filler. To move in reverse, press the SHIFT and TAB keys at the same time. Using the ALT key: Pressing a combination of the ALT key and the underlined letter allows you to move directly to the desired area. (For example, in the following sample Text Box, you would use ACT-D because the “D” in Description is under- lined). 5.3 When using a stand-alone PC, a mouse can be used for selecting items. To select an item, simply point the mouse cursor at the desired item and click the left but- ton. A. TEXTBOX mtAMPL5l IJescription: 1 5.4 A text box is used when the requested information requires typing. The vertical line is the cursor that indi- cates where text will be inserted. As you type, the line moves to the right, pushing any existing text to the right. The line can be moved right or left using the arrow keys on the keyboard or by pointing the mouse cursor at the desired place and clicking the left button once. 5.5 To move the cursor to a text box, follow the in- structions in paragraph 5.2. When the cursor appears in the box, you can begin typing. 5.6 The systemrecognizes bothupper- and lower-case characters. When typing, you may use either case or a combination. 5.7 To correct mistakes made while entering informa- tion or to erase existing information, back up using the backspace or delete key and retype the entry. 5S To delete the entire contents of a text box, high- light the box, then press the backspace or delete key. B. LISTBOX System-widk Feat&k... Toll Restriction... Least-Cost Routing Trunk Programming... Attendants... Station Message Detail... Service... 5.9 The list box is used for several purposes, as fol- lows: Main Menu selections: In the main menu list box shown above, selecting a listed item that is followed by an ellipsis (...) causes other selections to appear below it. For example, selecting Station Program- ming will expand the list to show additional items; however, Least-Cost Routing does not have an ellip- sis and selecting it will lead directly to a program- ming window. Typed information: When programming items such as Do-Not-Disturb and reminder messages, the list box shows the current values. Selecting one line of the list box causes a smaller window with a text box (like the one shown above paragraph 5.4) to ap pear. After the information is entered in the text box and you exit from the small window, the list box shows the new information. Enable/Disable and Yes/No lists: Items such as sys- tem features have only two states: enabled or dis- abled. When these appear in a list box, selecting the item changes the state of that item. For example, if the station feature “CO Reseize” is enabled and you wish to disable it, you would select the line contain- ing “CO Reseize” to change the status to “DIS- ABLED” by pressing the SPACE BAR (see page 5-30 for an illustration). Include/Exclude lists: Some programs require you to list the stations or trunks that are on “include” or “exclude” lists. To move an item from one list to the other, select the desired item. It is automatically moved to the other list. 5.10 There are several methods for selecting a line in a list box. They are as follows: 0 Arrow keys: Use the up or down arrow key to move the highlight bar. Press the SPACE BAR to select an item while it is highlighted. ,’ Page 5-12
INTER-TELPRACTICES IMX,‘GMX 416/832 INSTALLATION % MADITENANCE PROGRAMMING Issue 1, November 1994 D. OPTION BUTl-ON 0 HOW- END, PAGE UP and PAGE DOWN keys: You can use the HOME key to move directly to the top of the list, or the END key to move directly to the bottom. The PAGE UP and PAGE DOWN keys move up or down the list one screen at a time. First letter or digit of desired item: When a list is presented in alphabetical or numerical order, you can quickly move to the first item beginning with a specific letter or number by entering that character. For example, when in a list of stations by name, you can move to names that begin with “C” by pressing the C key. Scroll bar: Along the right edge of the list box is a band with an arrow at each end and a white box (as shown in the List Box sample on the previous page). This is a scroll bar and it is used, with the mouse cur- sor, to move through the list. Point the cursor at either of the arrows and click the left button to move one line at a time, or point the cursor at the white box and hold down the left button. Moving the mouse “drags” the box up or down and scrolls through the list. When the desired item is highlighted, press the SPACE BAR or click the left mouse button to select it. ExAhwLEl 0 l Serial 1 0 Serial 2 0 5.13 Option buttons are used when there are two or more options for a feature and you must choose only one. The options are listed in a box and the buttons are located along the left. Selecting the desired button places a dot in it to show which option was chosen. 5.14 Option buttons can be selected using one of the following methods: 0 TAB key: Use the TAB key to advance to the box surrounding the buttons, and the up or down arrow key to move the dot to the desired button. ALT key: Press the ALT key plus the underlined character (in the sample above, you would use ALT-1 or ALT-2). CHECK BOX ExAMPm lxl &ea and Office codes Overlap 0 l E. C. COMMAND BUTTON ExAMPm I Exit I 5.15 Check boxes are used when a single option is available that has only two states (on/off, enabled/ disabled, or yes/no). When the box is selected, an X is placed inside it to indicate an affiative state (on, en- abled, or yes). Selecting a box that already contains an X, removes the X (off, disabled, or no). 5.16 Check boxes can be selected using one of the fol- lowing methods: 5.11 Selecting a command button executes a single command. To select a command button, do one of the following: TAB key: Use the TAB key to advance to the com- mand button and to highlight it. Then press the SPACE BAR to select it. ALT key: Press the ALT key plus the underlined character. (In the sample above, you would use ALT-X to execute the Exit command). 0 TAB key: Use the TAB key to advance to the check box to highlight it. Then press the SPACE BAR to select it. 5.12 Frequently, a command button is highlighted by a dark border while you are programming in a window. If so, pressing the REI’URN key will execute that com- mand automatically. You do not need to TAB to the but- ton first. l ALT key: Press the ALT key plus the underlined character. (In the sample above, you would use ALT-A). Page 5-13
PROGRAMMING Issue 1, November 1994 INTER-TELPRACTICES IMX/GIwIz 416/832 INSTALLATION % MAINTENANCE F. ITEMS THAT CANNOT BE SELECTED - GRAY ITEMS 5.17 If an item in a window appears in a light gray color, it cannot be selected unless an associated item is highlighted. For example, in the System Configuration window, the command button for Configuration camtot be selected unless a line in the list box with “Keyset In- terface,” “Tl Trunk Interface,” or “DID Trunk Inter- face” is highlighted, because only these cards require special configuration programming. But, when the proper line is highlighted, the command button appears in black and selecting it displays the configuration win- dow. G. HOURGLASS SYMBOL CURSOR 5.18 Occasionally, the system will change the cursor to an “hourglass” shape. This indicates that the system is performing an internal operation and cannot respond to input. Wait for the cursor to return to normal before en- tering more information. H. UPDATE TO DATABASE -EXIT SCREEN 5.19 The following screen appears when an Exit com- mand button is selected. It offers the options of saying the changes that were made in the associated window and exiting to the Applications Menu (select Yes), exit- ing to the Applications Menu without saying the changes (select No), or returning to the programming window to continue making changes (select Cancel). Perform Update to Database? / pi-) (-x-j [F) Page 5-14
rNTER-TELPBAcTIcES IMX/GMX 416/832 INSIXLLATION & MAB=ENANCE PROGBAMMING Issue 1, November 1994 Actions setup Exit Toll Restriction... Least Cost Routing Trunk Programming... Attendants... Station Message Detail... Service... Command: I (Xi-) 6. APPLICATIONS MENU 6.1 The first window that is shown after sign-on con- tains a list box with the Applications menu that intro- duces the eight major programming sections: Station programming, System-Wide Features, Toll Restriction, Least Cost Routing, Trunk programming, Attendants, Station Message Detail, and Service. The window ap pears as shown above. NOTE: When programming a RF-rated system, LCR will still appear in the Applications Menu, but when se- lected, an error message is presented to remind the pro- grammer that it is not available. 6.2 LIST BOX: Each item in the list box, except Least-Cost Routing, is followed by an ellipsis (...) to in- dicate that it contains submenus. These submenus ap pear when the main menu line is selected. Selecting a submenu line leads to a programming window. 63 COMMAND: Each of the options listed on the following pages can be accessed directly by entering a three- or four-letter command in the Command text box. Select the text box using the mouse, the TAB key, or ALT-C. Then type the desired command and press RE- TURN. Refer to the appropriate page in this section for instructions on using the selected window. 6.4 EXIT: When programming is completed, select the Exit command button. The following window appears. Select the OK command button to end the pro- gramming session, or select the Cancel command but- ton to return to the Applications menu. A This will end your programming session Page 5-15
PROGRAMMING Issue 1. November 1994 INTER-TELPRACTICES IMx/GMX 416/832 INSTALLATION & MAINTENANCE 6.5 The full list of available menus, with the abbreviated access commands and a list of submenus and programming ?- _, oF Itions accessed by each are included in the following tables: i 1 IAIN MENU ITEM MiOll ‘togramming... UBMENU ndividual Station Information (SIN) Continued on &page) P ‘ROGRAMMING OPTIONS Copy to Another Station Station Review Widow: ?ull Name And Usemame kcondary Stations Miscellaneous Flags Window: Mow Private Intercom Override 4uto Att/VM/DISA Do-Not-Disturb Breakthrough 4utomatic Answer CO or IC Baqe Initiate or Receive Zunp-On Tones I!0 Reseize Dial Pulse DID CampOn Tones Do-Not-Disturb Allowed Do-Not-Disturb Override MMF Feedback Enabled E&M CampOn Tones Handsfree Headset LCR Facility Group Camp-On Message Lamp Music Channel One/?&o 3ff-Premises Extension 3HVA Receive/Transmit Page Remove/Replace Redial Mode Ring Cadence Ring Intercom Always Ring Type for Off-Premises Extension Transparent LCR Miscellaneous Information Window: Attendant Message Center Alternate Message Source (single-line station only) Tenant Group And Department Account Code ‘Qpe/Index/Validate Account Code Class-Of-Service Account Code Ring Zones (single-line station only) Receive/Transmit Gain (OPX only) Day/Nllht Outgoing Access Pqrammable Key Programming Widow: Key Map Station Programmable Keys Secondary Call Key Window: Secondary Call Keys Primary Station Enable Ring Cadence Special Purpose Station Window: Attendant/Stations Served Automated Attendant/Recall Dest. & Digit Translation FAX Station/FAX Message Center House Phone/Day t Night Numbers Message Center/Stations Served Voice Mail Station . Page 5-16