Inter-Tel Inside Track User Guide Issue 2

Chapter 3— Hardware Installation
43 Inside Track User GuideTo test the memory on the unit, perform these steps:
CAUTION:When the memory test is performed, all data will be cleared from internal
memory and cannot be recovered.
1. Turn off the AC power to the ILB unit.
2. Press and hold down the ILB unit’s Default Button, turn on the AC power, and con-
tinue to hold down the Default Button for at least three seconds.
3. When the “80% Full” and “Full” LEDs light to indicate starting the memory test,
release...

Chapter 3— Hardware Installation
44 Inside Track User Guide
Installing Additional Memory
To install additional memory on the PollCat or Tandem unit, perform the following steps:
CautionThe memory chips are extremely static sensitive. Prior to installing the chips,
be sure to unplug the PollCat buffer box from the AC power source. Then ground yourself
and the work area using an anti-static wrist strap.
1. Turn off the AC power switch and unplug the unit from the AC power source.
2. Remove the four screws...

Chapter 3— Hardware Installation
45 Inside Track User Guide Figure 8PollCat Buffer Box Memory Expansion Chip Installation
Install The First Two
Expansion Chips Here
Install The Second Four
Expansion Chips Here INDENTED END
–
+ LITHIUM
BATTERY
EXISTING
MEMORY CHIPS 

Chapter 3— Hardware Installation
46 Inside Track User Guide
Installing the Optional Modem
Rather than connecting your PC directly to the PollCat buffer box, you can extract the call
records using an optional external auto-answer modem. If desired, you can purchase Inter-
Tel’s optional AXXESS Modem Kit (part no. 550.3026) or an Axxent Modem Kit (part
no. 520.3016) that allows you to easily connect a modem to one of the RS-232 ports on the
phone system. Your PC must also be equipped with a compatible...

Chapter 3— Hardware Installation
47 Inside Track User Guide
AXXESSORY Talk PC and Axxent Talk
If you have an Inter-Tel AXXESS or Axxenttelephone system equipped with an optional
AXXESSORYTalk PC or the Axxent Talk, you can use the PC instead of a buffer box to
store SMDRcall records.
There are two ways to connect the AXXESSORYTalk PC or the Axxent Talk KSU to
your PC containing the Inside Track software. One is to make your own custom cable and
the other is to purchase the AXXESS/Axxent Universal RS-232...

Chapter 3— Hardware Installation
48 Inside Track User Guide 

Chapter 4— Software Installation
49 Inside Track User Guide
Software Installation
Installing The Inside Track Software
The Inside Track software, which is supplied on two 3½-inch floppy disks (5¼-inch disks
are also available), is installed on the hard disk drive of your PC. The software is used for
extracting, sorting, and reporting the call record information from the storage source
(buffer box, AXXESSORYTalk PC, Inter-Tel Axxent Talk, or NetSolutions).
The following instructions assume that Windows...

Chapter 4— Software Installation
50 Inside Track User Guide9. When the installation is complete, the PC will display several messages regarding
the installation. Read each of these and then select OK to continue.
10. Remove Setup Disk 2.
11. The setup will create an Inside Track programming group that contains the Inside
Track application icon and an Inside Track upgrade icon. (If an Inside Track pro-
gramming group already existed, the newly installed Inside Track application icon
and Inside Track...

Chapter 5— Using Inside Track
51 Inside Track User Guide
Using Inside Track
Guidelines For Preparing and Printing Reports
To program and generate customized reports, follow these general outlines.
To Program Reports
A collection of one or more reports, and the associatedSMDR (Station Message Detail
Recording) and enhanced databases is called a“location.” To program a location, use the
following steps:
1. Create a new location and name it using the toolbar or pull-down menu command
described on page 52....

Chapter 5— Using Inside Track
52 Inside Track User Guide
PULL-DOWN MENU
TOOLBAR
Toolbar And Pull-Down Menus
The toolbar at the top of the window contains tools that the you can select with a mouse to
activate various menu options quickly. (A mouse is necessary for using the toolbar.) Refer
to the descriptions for each of the menu options, in the following pages, for more informa-
tion.
The Inside Track software has four pull-down menus that can be selected from the main
screen shown above. They are:...