Inter-Tel Imx/Gmx 416/832 Installation Manual
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INTER-TELPRACTICES PROGRAMMING IMX/GMX 416/832 INSTALLATION % MAINTENANCE Issue 1, November 1994 Description: DSS/BLF &sociated Keyset 1003 01.04 ‘Station Undefined DSS/BLF Bymap Default DSS Map 3 14.15 DESCRlPTION: To assign a description of up to 20 characters (such as Primary Att DSSl), select the Description text box and enter the desired name. 14.16 DSS/BLF ASSOCIATED KEYSET: To assign or change the keyset that will be used in conjunc- tion with this DSS/BLF, scroll to the desired station in the DSS/BLF Associated Keyset list box. The highlight bar indicates the selected station. 14.17 DSWBLF KEYMAP: To assign or change the keymap that will be used in conjunction with this DSS/ BLF, scroll to the desired map in the DSWLF Keymap list box. The highlight bar indicates the selected map. Keymaps are constructed in the Key Assignments win- dow described on page S-44. 14.18 OK: When programming is complete for this DSS/BLF station, select the OK command button to re- turn to the DSS/BLF Assignment window. Page 5-137
PROGRAMMING INTER-TELPRACTICES Issue 1, November 1994 IMX/GMX 416/832 INS’lXLIATION & MAINTENANCE 15. STATION MESSAGE DETAIL 15.1 When Station Message Detail is selected from the Applications Menu window, the menu expands to show the following options: Station Message Detail... Call Cost SMDA SMDR 15.2 Each of the options and the windows they access are described in detail in the following pages. A. CALL COST FACTORS (COST) 15.3 Determine the daytime rates (in dollars per min- ute) for the following types of calls. Use several tele- phone bills from months with typical usage to calculate the average cost per minute of each type of call. Record the charges in dollars and cents from 00.00 to 99.99. You may need to adjust the calculations later to more accu- rately estimate actual call costs. (This program is to be used as an estimate only; refer to page 4-114 in FEA- TURES for details. Refer to Figure 5-29 on page 5-242 for a program planning sheet.) l Local calls (defaults to .OS) l Seven-digit toll calls (defaults to .20) l Ten-digit toll calls (defaults to SO) 0 Operator-assisted and international calls (defaults to 1.00) 0 Jncoming calls (defaults to 0) 15.4 Then, determine the discount rates for night/ weekend and evening calls. Record these as decimal factors. For example: if the evening discount rate is 35% the rate is 65% of the regularrate. So it would have a factor of 0.65 times the day rate. The allowed range is between 0.00 and 1.99. The defaults are .65 for evening and 40 for night/weekend. 15.5 To access this window, select Call Cost from the Station Message Detail menu or enter the COST com- mand. The window appears as shown above. 15.6 DAYTIME RATES IN DOLLARS PER MlNUTEr Select the individual text boxes and enter the per-minute cost in dollars and cents for each of the call cost types. The range is 0.00 to 99.99. 15.7 MULTIPLICATIVE FACTORS: Select each of the text boxes and enter the number that, when multi- plied by the daytime rates, produces the evening and night rates for calls. The range is 0.00 to 1.99. 15.8 EXIT: When call cost programming is finished, select the Exit command button. A window appears that asks “Perform Update to Database?” To update the data- base and exit to the Applications Menu, select Yes. Or, select No to exit without saving any changes. Select Cancel to return to the Call Cost window without updat- ing the database. Actions setup Exit Daytime Rates in Dollars per Minute &al Call: ~o.osl Z-Digit Toll Call: 1 0.20 1 IO-Digit Toll Call: 1 0.50 1 wrator/Intemational Call: I 1.00 Incoming Call: Multiplicative Factors Evening: Night and Weekend: 1 0.00 1 I 0.65 I 0.40 Page 5-138
INTER-TELPRACTICES IMX/GMX 416/832 INSTALLATION & MAINTENANCE PROGRAMMING Issue 1, November 1994 - Reporting Interval - 0 l Attendant Only 0 Daily 0 Weekly 0 Monthly 1 clear SMDA Data ] Day of Month: Time of Day: Day of Wgek I Ezit I B. SMDA 15.9 The window shown above is available in Ex- tended software only and can be accessed by selecting SMDA from the Station Message Detail menu or by en- tering the SMDA command. 15.10 Determine the following information for the SMDAreports. (Refer to Figure 5-30 on page 5-243 for a program planning sheet.): 0 Format: The following types of reports are avail- able. Refer to page 4-115 in m for samples of the reports. Account Code Reports Summary Reports System Wide Tenant Tenant/Department Detailed Reports l Output Port: Select the desired output port for the All Users in Tenant/Dept. Groups SMDA reports (serial port one or two). Top System Users Top Users by Tenant Top Users by TenantDept. Group Rank by Total Cost l Reporting Interval: Determine how often the reports will print (daily, weekly, or monthly). If monthly, select a day of the month for the report to be printed. (Note that if you select the 31st, reports will not print in months that do not have 31 days; for end- of-the-month printing, 12:OlAM on the first may be a better choice.) Select the time of day that the re- ports are to be printed. If weekly, select the day of the week the report is to be printed. If desired, select “at- tendant only” to have SMDAreports generated only through the attendant’s station (using the SMDARe- port feature code - 025). Rank by Total Duration Rank by Total Number of Calls Select Device Reports Reports can be generated for selected trunks or stations that show total number, duration, and cost of calls 15.11 OUTPUT PORT: Select the desired output port for the SMDA reports by selecting the appropriate option button (serial port one or two). Page 5-139
PROGRAMMING INTER-TELPRACTICES Issue 1, November 1994 IMX/GMX 416/832 INSTALLATION & MAINTENANCE 15.12 REPORTING INTERV’ Determine how often the reports will print by selecting the appropriate option button. Depending on the interval chosen, items to the right of the box will change from black to gray. 15.13 DAY OF MONTHz If Monthly was selected in the Reporting Interval box, you must select a day of the month for the report to be printed. Note that if you select the 31st, the report will not print in months that do not have 31 days; for end-of-the-month printing, 12:OlAM on the first may be a better choice. 15.14 TIME OF DAY: If Daily, Weekly, or Monthly was selected in the Reporting Interval box, select the Time of Day text box and enter the time, in international 24hour time (i.e., 9PM is 21:00), that the reports are to be printed. 15.15 DAY OF WEEK: If Weekly was chosen in the Reporting Interval box, select the day of the week the re- port is to be printed on by moving the highlight ba’r to the desired day. 15.16 CLEAR SMDADA’IX If you wish to have the SMDA data cleared from memory, select the Clear SMDA Data command button. 15.17 PRINT REPORT: To print a report immedi- ately, select the Print Report command button. An SMDA report is sent to the output port. 15.18 REVIEW FORMAT: To determine the infor- mation that is included in the SMDA report, select the Review Format command button. The window on the following page appears. 15.19 EXIT: When SMDA programming is finished, select the Exit command button. Awindow appears that asks “Perform Update to Database?” To update the data- base and exit to the Applications Menu, select Yes. Or, select No to exit without saving any changes. Select Cancel to return to the SMDAwindow without updating the database. Page 5-140
I INTER-TELPRACTICES IMX/GMX 416/832 INSTALLATION & MAINTENANCE PROGRAMMING Issue 1, November 1994 0 &count Code Reports u Clear Account Code Data Following Report - Summary Reports - w System-Eide Report w Tenant Report w Tenantmept. Report I I I I -. Detailed Reports 0 All Users in Tenant/Dept. Groups III Top System Users El Top Users by Tenant cl Top Users by Tenant/Dept. Group u Rank by Total Cost 0 Rank by Total Dgration 0 Rank by Total Number of Calls Top ‘N’ Users Per Report: III (Hunt Groups j cl Clear Statio@hmWHunt Data Following Report 1 Ok J 15.20 ACCOUNT CODE REPORTS: To activate tion, trunk, and hunt group data cleared after each re- SMDA reports that are sorted by account code, select port, select the Clear Stationniunk Data Following Re- the Account Code Reports check box to place an X in the port check box to place an X in the box. To allow data to box. To remove the X and disable the reports, select the accumulate from report to report, remove the X by box again. selecting it again. 15.21 CLEAR ACCOUNT CODE DATA FOL- LOWING REPORT: (This prompt is gray unless Account Code Reports have been enabled.) If you wish to have the memory cleared each time an account code report is printed, select the Clear Account Code Data Following Report check box to place an X in the box. To allow data to accumulate from report to report, remove the X by selecting it again. 15.24 SUMMARY REPORTS: Select the desired summary reports by marking the appropriate check box(es). System-wide reports give call information for the entire system. The tenant report prints information separately for each tenant group. And, the tenant/de- partment report provides call information for depart- ments within each tenant group. 15.22 DETAILED REPORTS: If you wish to acti- vate any of the detailed reports, select the appropriate check boxes to places Xs in those boxes. If you select any of the Top Users options, you must also select rank- ing option(s) for them and indicate in the Top ‘N’ Users Per Report text box, how many users you wish to track. 15.25 SELECT DEVICE REPORTS: To select the stations, hunt groups, and/or trunks that will be repre- sented in the Selected Device report(s), select the appro- priate command button. The resulting windows appear on the next page. 15.23 CLEAR S’IXI’ION/TRUWElUNT DATA FOLLOWING REPORT: If you wish to have all sta- 15.26 OR: When all SMDA formatting is complete, select the OK command button to return to the SODA programming window. Page 5-141
PROGRAMMING INTER-TELPRACTICES Issue 1, November 1994 IMX/GMX 416/832 INSTALLATION & MAINTENANCE Selected Device Reports Windows 5.27 STATIONS or HUNT GROUPS: To assign le stations or hunt groups that will be included in the elected Stations report, select the Stations or Hunt soups command button (shown on the preceding 0 0 0 0 age). The following window appears. 1009 02.02 ‘Station Undefined 1010 02.03 ‘Station Undefined 101102.04 ‘Station Undefined INCLUDE or RXCLUDE: To include a station or hunt group, locate the desired station on the Exclude list and select it by pressing the SPACE BAR; it will automatically move to the Include list. To remove a station from the list, select the station in the Include list to move it to the Exclude list. ALL or NONE: To include all stations or hunt groups in the list, select the All command button. To exclude all stations, select the None command but- ton. OK or CANCEL: When the lists appear as desired, select the OK command button. To exit from the window without saving changes, select the Cancel command button. The SMDA programming win- dow returns. SORT: To sort the stations or hunt groups and list them numerically by extension number or circuit number, or alphabetically by name, select the Sort command button. The following window appears. Choose the desired sorting method by selecting the corresponding option button. Then select the OK command button. When the list returns, the list box will show the stations or hunt groups in the selected order. To exit without changing the sorting method, select the Cancel command button. 15.28 TRUNKS: To program the trunks that will be included in the Selected Trunk report, select the Trunks command button (shown on the previous page). The fol- lowing window appears. Include Exclude I All I [ Ok ] INCLUDE or EXCLUDE: To include a trunk, locate it on the Exclude list and select it by pressing the SPACE BAR, it will automatically move to the Include list. To remove a trunk fkom the list, select the it in the Include list to move it to the Exclude list. ALL or NONE: To include all trunks in the list, select the All command button. To exclude all trunks, select the None command button. OK: When the trunk lists appear as desired, select the OK command button to return to the SMDApro- gramming window. Page 5-142
INTER-TELPRACIICES IMX/GMX 416/832 INSTALLATION & MAINTENANCE PROGRAMMING Issue 1, November 1994 C. SMDR 15.29 The station message detail reporting (SMDR) produces a record of calls and their costs. Report format is discussed in the FEAWRES section, starting on page 4-123. Determine the port (serial port one or two) for the SMDR output, which stations and trunks will lx in- cluded in the report, and which of the following options will be used. (Refer to Figure 5-31 on page 5-244 for a program planning sheet.): 0 0 0 0 0 0 0 I 0 Record All Incoming Calls: Selecting this check box includes all incoming calls in the SMDR report. Record All Local Calls: Records all local, non-toll valid calls. Record All Toll Calls: Records all valid toll calls. Toll calls include calls that begin with 1 or 0, are longer than seven digits, or contain a restricted office code. Record All DISA Calls: This includes all incoming and outgoing DISA calls in the SMDR report. Record All Conference Calls: All conference calls that involve a trunk are recorded, even conference calls involving stations not listed in the station list. Suppress All But The First Toll Digit: When this option is selected, only the first digit of the toll field(s) will appear in the number dialed field (i.e., if “10xXx-l-...” was dialed, only“l1” would appear). Suppress All Digits After End Of Dialing: This flag allows you to specify whether all dialed digits or just the digits that make up the valid call appear in the SMDR report. If desired, the “extra” digits (dialed after the end of dialing the telephone num- ber) used for dialing banking machine, voice mail, automated attendants, or other purposes can be sup pressed so that only the the telephone number digits are recorded in the report. (This flag is not affected by the system-wide flag that suppresses digits for the keyset displays and redial buffer, described on page 5-69.) Record All DID Calls: This includes all calls received on DID trunka in the SMDR report. Record All Ring-in Diagnostics: A ring-in message is recorded for every incoming call (whether an- swered or unanswered) to indicate how long it rang. All incoming calls are recorded, even those involv- ing stations not listed in the station list. Display Elapsed Time in Seconds: To allow SMDR to give a more accurate representation of elapsed time, an option can be enabled that records the elapsed time of calls in seconds instead of minutes. For calls up to 999 seconds (about 16.67 minutes) long, the ELAPSED TIME field will show “S=XXX” (XXXrepresents the number of seconds). For calls lasting longer than 999 seconds, ELAPSED TIME will show “HH:MM” (hours and minutes rounded up to the nearest minute). 1530 The SMDR programming window appears as Record All DISA Calls: This includes all DISA shown on the next page when you select SMDR from the calls, that were blocked by weekly toll limit restric- Station Message Detail menu or enter the SMDR com- tions, in the SMDR report. mand. Suppress All Absorbed Digits: Absorbed digits (on local or PBX trunks) will not appear in the report if this option is selected. NOTE: If absorbed digits are repeatable on a local trunk, the absorbed digits will not appear in the SMDR report even when repeated. Page 5-143
PROGRAMMING INTER-TELPRACTICES Issue 1, November 1994 IMX/GMX 416/832 INSTALLATION & MAINTENANCE Actions &tup Exit w Ix1 Record All Conference Calls SMDR output Active w Record All DID Calls - (7) : Suppress All Absorbed Digits Suppress All but the First Toll Digit cl Suppress All Digits After End-Of-Dialing cl Display Elapsed Time in Seconds for duratzns less than 999 seconds 15.31 SMDR OUTPUT PORT: Select the desired output port for the SMDR by selecting the appropriate option button (serial port one or two). 15.32 SMDR OUTPUT ACTIVE: To activate the SMDR feature, place an X in the Sh4DR Output Active check box by selecting it (by pressing the SPACE BAR). To disable the reports, remove the X by selecting the check box again. 15.33 CHECK BOXES: The check boxes on the right side of the window determine the content of the output. To choose the desired options, select the appro- priate check boxes (by pressing the SPACE BAR) to place an X in them. To remove an option, select the check box again to remove the X from the check box. 1534 STATION LIST: To assign the stations that will be included in the SMDR output, select the Stations command button. The following window appears. Include 1002 01.03 ‘Station Undetincd 1oM 01.04 ‘Station Undefined Exclude ltKt8 02.01 -Station Undefined 0 1009 02.02 ‘Station Undefined 1010 02.03 ‘Station Undefined 101102.04 -Station Undefined INCLUDE or EXCLUDE: To include a station, locate the desired station on the Exclude list and se- lect it by pressing the SPACE BAR; it will automati- cally move to the Include list. To remove a station from the list, select the station in the Include list to move it to the Exclude list. Page 5-144
lNTER-TELPRAcTIcEs PROGRAMMING IMXIGMX 416l832 INS TALLATION & MAINTENANCE Issue 1, November 1994 0 ALL or NONE: To include all stations, select the All command button. To exclude all stations, select the None command button. OK or CANCEL: When the station lists appear as desired, select the OK command button. To exit from the window without saving changes, select the Cancel command button. SORT: To sort the stations and list them numerically by extension number or circuit number, or alphabeti- cally by name, select the Sort command button. The following window appears. Choose the desired sort- ing method by selecting the corresponding option button. Then select the OK command button. When the list of stations returns, the list box will show the stations in the selected order. To exit without chang- ing the sorting method, select the Cancel command button. - Ordering 0 l By Extension 0 By Circuit 0 By Hame 15.35 EXIT: When SMDR programming is finished, select the Exit command button (shown on the preced- ingpage). Awindow appears that asks “PerformUpdate to Database?” To update the database and exit to the Applications Menu, select Yes. Or, select No to exit without saving any changes. Select Cancel to return to the SMDR window without updating the database. Page 5-145
PROGRAMMING INTER-TELPRAcTIcEs Issue 1. November 1994 IMX/GMX 416/832 INSTALLATION & MAINTENANCE 16. SERVICE 16.1 When Service is selected from the Applications Menu window, the menu expands to show the following options: Service... Error Message Programming Hybrid Balance Maintenance Programming Passwords Report Programming Report Programming (Customized) Save/Restore Serial Port configuration System Configuration 16.2 Each of the options and the windows they access are described in detail in the following pages. 16.3 In addition to using these service applications, service personnel can use error messages that are logged by the system for troubleshooting purposes. These mes- sages can be viewed on the programming screen and/or can be copied to a floppy disk. There are three types of error logs: reset records, system error messages, and system freeze records. These files can be used by Customer Service personnel during troubleshooting. To copy the .error file to disk, follow the procedures given on page 5-169. 16.4 To view error messages on the PC screen, exit to the Inter-Tel logo screen. Then press ALT-S to access the Setup pulldown menu. From that menu;select M to display the error messages. When you are finislied view- ing the messages, press &T-S and then M again to re- turn to the logo screen. Page 5-146