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 the Default Button. The LEDs will blink in sequence to indicate the memory
test is in progress. The test will require approximately ten seconds for each megabyte
of memory.
Note:The memory test and error sequence can be aborted at any time by pressing
the Default Button.
4. The possible memory test results are:
MEMORY OK:If memory is functioning properly, the “80% Full” and “Full” LEDs
will blink twice.
MEMORY FAILURE:If a memory failure is detected, the “80% Full” and “Full”
LEDs will continue to blink rapidly until the Default button is pressed.
5. If memory is not functioning properly, reclear and retest the memory. 
						

							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 holding the cover in place and remove the cover.
3. Remove the lithium battery.
4. Carefully insert the memory chip(s) as shown in Figure 8 on the next page. Install
two chips (in the specific slots shown) for an additional 64k of memory, or install six
chips for an additional 192k of memory.
Note:To avoid damaging the memory chips, be sure to install them with the
indented ends pointing in the correct direction (see Figure 8).
5. While observing the polarity, replace the lithium battery.
6. Replace the cover and the screws, and plug the unit back into the AC power source.
7. Clear and test the unit’s memory following the procedure outlined on the previous
page. 
						

							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 modem.
To install the modem, follow the steps beginning on page 33. However, instead of attach-
ing the buffer box to your PC, attach it to the modem as shown in the figure below. For
connector pinout information, see pages 29 through 31.
Figure 9Modem Installation
PHONE SYSTEMPOLLCAT BUFFER BOX
AUTO-ANSWER
MODEM PBX
PORTCOMPUTER
PORT
Bit Rates Must Match Bit Rates Must Match
RS-232
PORTRS-232
PORT 
						

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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 Kit. Follow the instruc-
tion below.
Making Your Own Custom Cable
Make your own cables and/or adapters based on all information described in Chapter 2—
Equipment Requirements section, page 18 and 20 through 28.
Using AXXESS/Axxent Universal RS-232 Kit
Purchase the Inter-Tel AXXESS/Axxent Universal RS-232 Kit (part no. 828.1282). The
kit contains a variety of cables and adapters as well as documentation that shows you how
to quickly and efficiently make virtually any type of RS-232 connection.
Figure 10AXXESSORY Talk PC and Axxent Talk KSU Installation
LINE CORD DB25 ADAPTER
YOUR PC
DB9 OR DB25
ADAPTER
AXXESSORY TALK PCAXXENT KSU
OR 
						

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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 3.1 (or higher) software is installed on
your PC and that you are familiar with Windows procedures. To install the Inside Track
software, follow these steps:
1. Ensure that Windows or Windows for Workgoups (version 3.1 or higher) is running.
2. Open the Program Manager. Ensure that the Program Manager Option for “Mini-
mize on use” is not enabled.
3. Insert Setup Disk 1 into the PC floppy disk drive (A or B).
4. Select the “File” pull-down menu in Program Manager. Then select “Run...”from
that menu. A window with a text box appears.
5. In the Command Line text box, enter A:SETUP (or B:SETUP if the B drive is used).
Then select the OK command button. A “Welcome” window appears.
6. Select the OK command button to proceed with the installation. When the Main
Menu window appears, select “Install” and then select the OK command button to
start the software installation.
7. When the Inside Track Setup window appears, you can change the drive or directory.
Enter a new drive and/or directory in the text box, then select OK to save the new
drive. (You can enter up to 32 characters, including colons and slashes.) Or, to leave
the drive unchanged, select the OK command button without changing the informa-
tion in the text box.
8. Another window appears that shows the names of the files as they are being copied
and the percent of the installation that has been completed. When prompted, remove
Setup Disk 1, insert Setup Disk 2, and select the OK command button to continue. 
						

							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 upgrade icon will be added to that group.) To use the application,
you must have Program Manager running. Select the Inside Track programming
group and then select the Inside Track application icon. The main Inside Track
screen displays and you may begin your programming session.
Note:If something goes wrong, the user has the option to install all of the drivers manu-
ally. Refer to the procedure described below for Windows 3.1 and Windows 95/NT.
·
Windows 3.1:Select Inside20 in the File Manager, select Windrv, and then choose
Hasp.386. Copy Hasp.386 to the“C:\Windows\system.” In system.ini, under
“386Enh,” add a line “device=C:\Windows\system\Hasp.386.”
·
Windows 95/NT:Select Inside20 in the Windows 95/NT Exlporer, select Win32drv,
and run Hinstall.exe. (You will need administrator privilege under Windows NT.)
When the user chooses to place the Inside Track v2.0 in the old directory, the installation
program automatically updates the old databases so they are compatible with the new
software. 
						

							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.
2. Indicate the type of telephone system being used and program the report information
for the location, as described on page 59.
3. Set the buffer, RS-232, or raw file information as described on pages 109 through 114.
4. Program the databases for the report, as described on page 64.
To Generate And Print Reports
When you are ready to generate and print a report, follow these steps:
1. Download the call record information from the buffer as described on page 95.
2. Program the report information for the location. (This information must indicate the
database that will be included in the report.) See page 64.
3. Set up the printer, as needed, following the instructions on page 87.
4. Preview the report, if desired, as described on page 88.
5. Print the report as described on page 85. 
						

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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: Location, System, Windows, and Help. (The Location
menu is selected in the example above.) A fifth menu, Preview, is available when a report
is displayed on the screen (see page 88).
The following menus and their programming screens are described in this section.
·
Location
·
System
·
Windows
·
Help