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Inter-Tel Inside Track User Guide Issue 2

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    							INSIDE TRACK USER GUIDE
    Issue 2, September 1998
    Inter-Tel Integrated Systems, Inc. 1998 Printed in USA Part Number 835.1442
    ã 
    						
    							Notice
    This Inter-TelInside Track User Guideis released by INTER-TEL INTEGRATEDSYS-
    TEMS, INC. as a guide for system installers and users. It provides information necessary
    to properly install, program, operate, and maintain the system.
    The contents of this guide, which reflect current INTER-TEL standards and which docu-
    ment software version 827.8010, are subject to revision or change without notice. Soft-
    ware packages released after the publication of this guide will be documented in addenda
    to the guide or succeeding issues of the guide.
    If additional information is required, please contact your dealer or service representative.
    Inter-Telâ
    is a registered trademark of Inter-Tel, Incorporated.
    Inter-Tel Integrated SystemsTMis a trademark of Inter-Tel Integrated Systems, Inc.
    Inter-Tel Inside TrackTMis a trademark of Inter-Tel Integrated Systems, Inc.
    IBMâ
    is a registered trademark of International Business Machines Corporation.
    MS-DOSâ
    and Microsoftâ
    Windows
    TMare registered trademarks of Microsoft Corporation. 
    						
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    							Warranty
    ix Inside Track User Guide
    Limited Warranty
    Inter-Tel Integrated Systems, Inc. warrants the physical diskette(s) and physical docu-
    mentation enclosed herein (but not any diskettes or documentation distributed by you) to
    be free of defects in materials and workmanship for a period of sixty days from the pur-
    chase date. If Inter-Tel Integrated Systems receives notification within the warranty peri-
    od of defects in materials or workmanship, and such notification is determined by Inter-
    Tel Integrated Systems to be correct, Inter-Tel Integrated Systems will replace the
    defective diskette(s) or documentation.DO NOT RETURN ANY PRODUCT UNTIL YOU
    HAVE CONTACTED YOUR DEALER. YOUR DEALER WILL BE RESPONSIBLE FOR
    OBTAINING RETURN AUTHORIZATION.
    The entire and exclusive liability and remedy for breach of this Limited Warranty shall be
    limited to replacement of defective diskette(s) or documentation and shall not include or
    extend to any claim for or right to recover any other damages, including but not limited to,
    loss of profit, data, or use of the software, or special, incidental, or consequential damages
    or other similar claims, even if Inter-Tel Integrated Systems has been specifically advised
    of the possibility of such damages. In no event will Inter-Tel Integrated System’s liability
    for any damages to you or any other person ever exceed the lower of suggested list price or
    actual price paid for the license to use the software, regardless of any form of the claim.
    THIS WARRANTY IS IN LIEU OF AND EXCLUDES ALL OTHER WARRANTIES, EX-
    PRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WAR-
    RANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
    THERE ARE NO WARRANTIES WHICH EXTEND BEYOND THIS LIMITED WAR-
    RANTY.Specifically, Inter-Tel Integrated Systems makes no representation or warranty
    that software is fit for any particular purpose and any implied warranty of merchantability
    is limited to the sixty-day duration of the Limited Warranty covering the physical dis-
    kette(s) and documentation only (and not the software) and is otherwise expressly and
    specifically disclaimed.
    This Limited Warranty does not apply to any products damaged by improper handling,
    normal wear and tear, accidents, lightning damage, negligence, or improper use or main-
    tenance and does not apply to products altered without authorization by Inter-Tel Inte-
    grated Systems.
    This Limited Warranty gives you specific legal rights; you may have others which vary
    from state to state. Some states do not allow the exclusion of incidental or consequential
    damages, or the limitation on how long an implied warranty lasts, so some of the above
    may not apply to you. 
    						
    							Microsoft Windows License
    xInside Track User Guide
    Microsoft Windows License
    Note:The following information is provided by Microsoft Corporation, regarding their
    licensing policies.
    The Inside Track software operates in a graphics environment calledMicrosoft Windows,
    created by Microsoft Corporation. An extension of the MS-DOS operating system,Micro-
    soft Windowsgives a standard look and feel to the Inside Track software and all other
    Windowsapplications.
    The Inside Track package contains all the software necessary to generate reports. You
    must run the Inside Track software underMicrosoft Windowsversion 3.1 or higher.
    WithMicrosoft Windows, you can take advantage of these additional features of the
    Windowsenvironment:
    ·
    Running multiple applications:You can run several applications underWindows
    at one time and easily switch between them, creating an integrated work environment.
    ·
    Data exchange between applications:You can transfer data between the Inside
    Track software and other standard DOS applications as well as otherWindowsapplica-
    tions.
    ·
    Windowscontrol of the DOS environment:From theWindowsenvironment
    you have easy access to allWindowsand non-Windowsapplications, files, directories,
    and disks, and control all DOS-related tasks such as directory or file management and
    formatting disks.
    To run the Inside Track software with other applications underMicrosoft Windows, you
    need to license and installMicrosoft Windowsversion 3.1 or higher.
    Refer to yourMicrosoft Windowsdocumentation for warranty and operating information. 
    						
    							Chapter 1— Welcome To Inside Track
    1 Inside Track User Guide
    Welcome To Inside Track
    Introduction
    Thank you for purchasing Inter-Tel’s Inside Track software package. This exciting new
    product allows you to create customized call management and accounting reports from
    your telephone system’s call record data. You can use these reports to manage your call-
    ing costs, analyze system traffic, and track employee productivity.
    The software, which is loaded on your personal computer (PC) and operates under Micro-
    soft Windows, uses the call records from your telephone system to sort and create the
    desired reports. These call records are generated by the Station Message Detail Recording
    (SMDR) feature on your telephone system.
    The SMDRcall records are stored in a buffer box connected to your telephone system. Or,
    if you have an Inter-Tel AXXESS or Axxenttelephone system, theSMDRcall records can
    be stored on the optional AXXESSORYTalk PC or Axxent Talk hard disk instead. Inter-
    Tel NetSolutions customers can also get call record data from the NetSolutions office.
    The SMDRcall records (whether they are stored in a buffer box, on anAXXESSORY
    Talk PC, or with Inter-Tel NetSolutions) are then transferred to your PC where you can
    use the Inside Track software to sort the data and generate various reports.
    Note:On telephone systems with wide and narrowSMDR formats, use thewideformat
    to allow the Inside Track to properly process the records. 
    						
    							Chapter 1— Welcome to Inside Track
    2Inside Track User Guide
    Overview
    As shown in the diagram below, the Inside Track software can contain information for
    several“locations,” which are each made up of several reports. Each report is then made
    up of one or more SMDR databases (and can include an enhanced database) that contain
    call records.
    Inside Track Software
    LocationLocationLocation
    ReportReportReportReport
    Enhanced
    DatabaseSMDR
    DatabaseSMDR
    Database 
    						
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