Inter-Tel Ivx 500 Installation Manual
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lNTER-TELPRACTICES PROGRAMMING IVX500 INSTALLATION & MAINTENANCE Issue 1, August 1994 PROGRAMMING CONTENTS PAGE 1. Introduction ........................................................ 3-2 2. Plan The Programming Session ....................................... 3-2 3. Microsoft Windows ................................................... 3-2 4. How To Use The Programming Windows ............................... 3-3 5. 6. 7. 8. 9. 10. 11. 12. A. ‘I&t Box - - ...... ........ ......................................... 3-3 B. List Box ........................................................ 3-3 c. Drop-Down List Box ............................................. 3-4 D. Command Button ............................................... 3-4 E. Option Button .................................................. 3-5 E Check Box ...................................................... 3-5 G. Items That Cannot Be Selected -Dimmed Items ..................... 3-5 H. Hourglass Symbol Cursor ......................................... 3-5 I. Managing Multiple Windows ...................................... 3-5 Using The Help Utility ............................................... 3-6 System Set-Up For Programming ...................................... 3-8 A Installing The Programming Software .............................. 3-9 B. On-Site Programming ............................................ 3-10 C. Stand-Alone Programming ........................................ 3-10 D. Remote Programming Via Modem ................................. 3-10 E. Password ....................................................... 3-13 Inter-Tel Logo Window .............................................. 3-14 Database Programming Menu Window ................................. 3-15 . Window Header Commands ...................................... 3-15 B. Access To Programming Areas ..................................... 3-15 Applications Programming ........................................... 3-17 . Creating Applications ............................................ 3-20 B. Programming An Application ..................................... 3-21 C. Deleting Applications ............................................ 3-24 D. Port Programming .............................................. 3-25 Extension ID Programming ........................................... 3-27 . Programming An Extension ID .................................... 3-28 B. Creating Extension IDS ........................................... 3-29 C. Deleting Extension IDS ........................................... 3-30 Group Lists ........................................................ 3-31 Mailbox Programming ............................................... 3-35 . Creating Or Changing A Mailbox Number .......................... 3-36 B. Batch Creation Of Mailboxes ...................................... 3-36 C. Deleting Mailboxes .............................................. 3-37 D. Clearing Mailbox Messages ....................................... 3-38 E. Programming A Mailbox ......................................... 3-39 Page 3-l
PROGRAMMING Issue 1, August 1994 INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE CONTENTS PAGE “‘1 13. Miscellaneous Information ;.J ........................................... 3-46 . Auto Attendant Information ...................................... 3-47 B. Custom Recordings .............................................. 3-48 C. Disk Usage Statistics ............................................. 3-49 D. Remote Notification nbles ........................................ 3-50 E. Subscriber Summary Statistics .................................... 3-52 . Telephone System Interface ....................................... 3-53 G. Timers ......................................................... 3-54 H. Voice Mail Information ........................................... 3-57 14. Reports ............................................................ 3-58 15. System Maintenance ................................................. 3-63 A. Dial-0 Destination Programming ................................... 3-64 B. Day Mode Programming ......................................... 3-65 C. Passwords ...................................................... 3-66 D. Save And Restore ................................................ 3-67 1. INTRODUCTION 1.1 This section of the Inter-Tel lVX500 System manual explains how to program the system. Program- ming functions are divided among several “windows” so that specific features can be programmed easily. NOTE: Programmers must be properly certified on the IVXSOO System to receive technical support. 2. PLAN THE PROGRAMMING SESSION 2.1 Determine the features that need to be pro- grammed to meet the customer’s needs. Then refer to the specific programs and program planning sheets. For example, when programming an application, refer to the programming information on page 3-17 and the pro- gram planning sheet on page 3-68. 2.2 For detailed programming instructions for pro- gramming the various IVXSOO applications, refer to the APPLICATION AND TELEPHONE SYSTEM SETUP section. 3. MICROSOFT WINDOWS NOTE: The following information is provided by Microsoft, regarding their licensing policies. 3.1 Database Programming operates in a graphics en- vironment called Microsoft Windows, created by Micro- soft Corporation. An extension of the MS-DOS operating system, Micmsoji Wmdows gives a standard look and feel to Database Programming and all other windows applications. 3.2 The Database Programming package contains all the software necessary to run Database Programming. You must run Database Programming under Micmsofi windows version 3.1 or higher. 3.3 With Microsofi windows, you can take advantage of these additional features of the windows environ- ment: Running multiple applications: You can run sever- al applications under l%a’ows at one time and easily switch between them, creating an integrated work environment. Data exchange between applications: You can transfer data between Database Programming and other standard DOS applications as well as other windows applications. windows control of the DOS environment: From the l%dows environment you have easy access to all J$&fows and non-Windows applications, files, directories, and disks, and control all DOS-related tasks such as directory or file management and for- matting disks. 3.4 To run Database Rogrammingwith other applica- tions under Microsoft Windows, you need to license and install Micmsofr Wndows version 3.1 or higher. Page 3-2
INTER-TRL PRACTICES IV3300 INSTALLATION % MAlNTENANCE PROGRAMMING Issue 1, August 1994 4. HOW TO USE THE PROGRAMMING WINDOWS 4.1 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, Drop-Down List Boxes, Command Buttons, Option Buttons, and Check Boxes. Samples of each are shown in the following paragraphs. 4.2 To move among items in a window, you may use the TAB key, ALT key, or mouse, as follows: l 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 SI-IIFI and TAB keys at the same time. l Using the ALT key: Pressing a combination of the ALT key and the underlined character allows you to move directly to the desired area. (For example, in the following sample Text Box, you would use ALT-D because the “D” in Description is under- lined). l Using a mouse: To select an item, simply place the mouse cursor on the desired item and click the left button. A. TEXTBOX ExAMPLEi Description: II 4.3 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. 4.4 If the contents of the box are highlighted (in re- verse video) when you begin typing, the contents are re- placed with the new information. You can erase the entire contents of a text box by highlighting the text and then pressing the backspace or delete key. To overwrite the current information, start entering new information. 4.5 To correct mistakes made while entering informa- tion or to erase existing information, use the backspace or delete key and retype the entry. 4.6 To select a text box, follow the instructions in paragraph 4.2. When the cursor appears in the box, you can begin typing. 4.7 The system recognizes both upper- and lower-case characters. When typing, you may use either case or a combination. B. LISTBOX EzxAImLEj 48 The list box is used for several purposes, as fol- lows: Typed information: When programming items such as timers, the list box shows the current values. Whenever an item in the list is (re)programmed, the list box shows the new information. Include/Exclude lists: Some programs require you to list the applications, mailboxes, or extension IDS that are on “include” or “exclude” lists. To move an item from one list to the other, highlight the desired item and select the appropriate command button. It is automatically moved or copied to the other list. 4.9 There are several methods for highlighting a line in a list box. They are as follows: Mouse: To select an item, simply place the mouse cursor on the desired item and double-click the left button. Arrow keys: Use the up or down arrow key to move the highlight bar. HOME, 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. Page 3-3
PROGRAMMING INTER-TEL PRACTICES Issue 1, August 1994 IVXSOO INSTALLATION & MAINTENANCE 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, for a list of timers by name, you can move to timers that begin with “D” by pressing the D key. You can then scroll through those entries by pressing the selected letter repeatedly. That is, each time you press the D key, the highlight bar scrolls to the next entry that begins with “D.” Scroll bar: When the list contains more items than can be shown in the list box, there will be a scroll bar along the right edge of the list box. It is made up of a band with an arrow at each end and a small box (as shown in the List Box example). The box shows the current position in the list. The band is a scroll bar and it is used, with the mouse cursor, to move through the list. Point the cursor at either of the ar- rows and click the left button to move one line at a time, or point the cursor at the box and hold down the left button. Moving the mouse “drags” the box up or down and scrolls through the list. 4.10 To program a highlighted item in the list box, se- lect an appropriate command button (like the Program command button shown in several windows) in the win- dow. Or, if using a mouse, double-click on the list box item to gain access to the programming window. C. DROP-DOWN LIST BOX ExAMPLJ5 4.11 When selected, a drop-down list box becomes a list box as shown below. To select an item, use the up or down arrow key to move the highlight bar. When dese- lected (closed) the list box will show the chosen option. 4.12 To open a drop-down list box, do one of the fol- lowing: Mouse: Point the cursor at the arrow and click the left mouse button. Scroll through the list as de- scribed above for list boxes. To close the box, point to the arrow and click again. Keyboard Commands: Highlight it and press ALT-*. To close the box, press ALT-4. To scroll through the list without opening the drop-down box, highlight the box and press + and 4. 4.13 When scrolling through the list, you cannot “wrap” to the beginning of the list after reaching the end (or wrap to the end from the beginning). The list is linear and will stop when you reach the beginning or ending entry. D. COMMAND BUTTON EXAMPLE2 4.14 Selecting a command button executes a single command or allows access to another window. If the command is followed by an ellipsis (...), it will call up a window. To select a command button, do one of the fol- lowing: Mouse: Place the mouse cursor on the desired com- mand button and click the left button. TAB key: Use the TAB key to advance to the com- mand button and to highlight it. Then press the SPACE BAR or RETURN to select it. ALT key: Press the ALT key plus the underlined character. (In the sample above, you would use ALT-P to execute the hogram command). NOTE: The OK and Cancel command buttons do not have underlined letters. To quickly select Can- cel, you may press ESC. For OK, you may press ALT-ENTER. 4.15 Frequently, a command button is highlighted by a dark border while you are programming in a window. If so, pressing the RETURN key will execute that com- mand automatically. You do not need to TAB to the but- ton first. Page 3-4
INTER-TEL PRACTICES PROGRAMMING IVXSOO INSTALLATION & MAINTENANCE Issue 1, August 1994 E. OPTION BUTTON 0 + Qatabase & Voice Prompts 0 System Prompts 4.16 Option buttons are used when there are two or more options for a feature and you can choose only one. The options are shown in a list and the buttons are lo- cated along the left. Selecting the desired button places a dot in it to show which option was chosen. 4.17 Option buttons can bc selected using one of the following methods: 0 0 0 I% Mouse: Place the mouse cursor on the desired op tion button and click the left button. TAB key: Use the TAB key to advance to the list of options. Then use the up or down arrow key to move the dot to the desired button. ALT key: Press the ALT key plus the underlined character to move the dot to the desired option. (ln the sample above, you would use ALT-D or AUT-P.) CHECK BOX EXAMPLE3 0 0 El Unlisted Number 4.18 Check boxes are used when an option is available that has only two states (on/off, enabled/disabled, or yes/no). When the box is selected, a check mark is placed inside it to indicate an affirmative state (on, en- abled, or yes). Selecting a box that already contains a check mark, removes the check mark (off, disabled, or no). 4.19 Check boxes can be selected using one of the fol- lowing methods: Mouse: Place the mouse cursor on the desired check box and click the left button. TAB key: Use the TAB key to advance to the check box to highlight it. Then press the SPACE BAR to select it. ALT key: Press the AL.T key plus the underlined character to place the check mark in the box or re- move it. (ln the sample above, you would use ALT-D.) G. ITEMS THAT CANNOT BE SELECTED - DIMMED ITEMS 4.20 If an item in a window appears in a dimmed color, it cannot be selected unless an associated item is se- lected. For example, in the Create Applications pro- gramming window shown on page 3-20, the Quick Message Retrieval option is dimmed and cannot be se- lected if a Quick Message Retrieval application already exists (there can be only one per system). H. HOURGLASS SYMBOL CURSOR 4.21 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. I. MANAGING MULTIPLE WINDOWS 4.22 One of the most useful Windows features is the ability to have several windows open simultaneously. Refer to your Windows user manual for detailed in- formation on running multiple applications, minimizing windows, arranging icons, and arranging windows. 4.23 The window shown on page 3-15 has a drop down list box, labeled “Windows,” that includes the fol- lowing options: Cascade Windows: This option is used when you have several windows open. Selecting this optionre- duces the size of the windows and arranges them in layers so that each title bar is visible. The active win- dow is in front and fully visible. Tile Windows: This option is also used for multiple windows. Selecting it reduces the size of the win- dows and arranges them side by side. The mouse cursor indicates the active window. Arrange Icons: If you have one or more windows reduced to icons, selecting this option will arrange them in a row along the bottom of the screen. List of Open Windows: At the bottom of the drop down menu, any open database windows are listed. A check mark next to a window name indicates the currently active window. To change windows, scroll to the desired name. Note that you cannot select a window that contains information that is affected by a window already in use; you will receive an error message if you attempt to open two windows that af- fect the same programming information. Page 3-5
PROGRAMMING Issue 1, August 199.4 INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE 5. USING THE HELP UTILITY 5.1 The system has an on-line Help feature that pro- vides general and context-related information. You can easily find information on features, programming en- tries, and parameters. And, you can move among the topics to read information on related subjects. 5.2 Help is available from any programming window. To read the Help files, use one of the following methods: Select the Help drop-down menu from a window header (like the one shown above) by pressing ALT-H or selecting it with a mouse. When the menu is displayed, press 0 or use the mouse to select On- Line Help to enter the Help utility or use the arrow keys, if necessary, to highlight it and press RETURN to select On-Line Help. To see an index of Help files, press I or select Index. press the Fl key on your keyboard. This give you access to the Help file that is related to the active window in your programming session. (The pro- gramming area where your cursor is located is the active window.) List ofMarks: Existing bookmarks are listed and can be selected. 5.3 The Help Utility is used as you would any Win- dows application help utility. (You may wish to refer to your Windows manual if you are unfamiliar with Help.) Ielp How to Use Help: Select this option for complete instructions on using Help. 5.4 The Help Utility window has a top banner as Always on Top: Select this option to shown below and the selected text is shown in the lower keep the Help window positioned in portion of the screen. The four commands along the top front of all others. of the Help screen are used for access to the drop-down About Help: This option displays menu topics, as shown in the following table: licensing information. COMMAND DROP-DOWN MENU OPTIONS File Open: This allows you to open other files. Print Topic: This option prints the dis- played topic. Print Setup: This allows you to set your printer parameters. Exit: Select this option to exit from the Help Utility. Edit Copy: Use this option to copy the dis- played topic to your Windows clip board. Annotate: This allows you to make notes about the Help topic and store them in the Help utility for later refer- ence. Bookmark Define: This allows you to place a “bookmark” on a Help topic so that you can return to it quickly. You can also delete bookmarks using this menu. Page 3-6
INTER-TEL PRACTICES PROGRAMMING IVX500 INSTAUATION & MAINTENANCE Issue 1, August 1994 5.5 There are also six command buttons along the top edge of the Help Utility window. The functions of these buttons are as follows: COMMAND FUNCTION Contents This displays the Table of Contents for the On-Line Help topics. Search This button displays a text box window that allows you to type in a key word or phrase that you would like to locate. Back After you have moved from topic to topic, this allows you to back up one topic at a time, each time it is selected. I History This displays a window that shows a sequential list of the topics you have looked at. You can scroll through the list and select the topic that you would like to view. > Selecting this button displays the next topic in a series. If you are in the last topic of the series, the button is dimmed and cannot be selected. Page 3-7
PROGRAMMING Issue 1, August 1994 INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE 6. SYSTEM SET-UP FOR PROGRAMMING 6.1 There are three methods that can be used for pro- gramming the IVXSOO System. On-site programming with an attached PC Remote programming using a modem connection programming using a stand-alone PC NOTE: Stand-alone programming should be used for training and demonstration purposes only. Data programmed during a stand-alone session cannot be transferred to the IVX500 PC using Database Save/ Restore. 6.2 Each is described separately on the following pages. Only one programming session can be in opera- tion at a time. 6.3 The programming computer must be an IBM AI- compatible personal computer (PC) with a minimum of: 0 80286 or higher microprocessor (80386 recom- mended) 5 megabytes (MB) available memory on the hard disk drive 3J$inch (1.44MB) double-sided/high-density flop py disk drive Windows 3.1 MS-DOS 3.3 or higher (MS-DOS 6.2 recom- mended) 1 MB available RAM (2 MB recommended) EGA or better graphics monitor (VGA recom- mended) COM port (RS-232-C serial communications port) A programming mouse is optional but recom- mended (if a serial mouse is used, install on an unassigned COM port) A 1200- or 2400-baud, internal or external modem is required for remote programming Page 3-8
INTER-TEL PRACTICES PROG-G IVX500 INST-TION & MAINTENANCE Issue 1, August 1994 A. INSTALLING TEIE PROGRAMMING soF=lxxRE 6.4 The following instructions assume that Windows 3.1 software is installed on the programming PC and the user is familiar with Windows procedures. To install the programming software, follow these steps: (1) (2) (3) (4 (5) (6) 0 Ensure that Windows 3.1 is running. Open the Program Manager. Ensure that the Pro- gram Manager Option for “Minimize on use” is not enabled. Insert Database Programming Disk 1 into the PC floppy disk drive (A or B). Select the “File” drop-down menu in Program Manager. Then select “Run...” from that menu. A window with a text box appears. In the Command Line text box, enter A5XTUP (or B:SETUP if the B drive is used). Then select the OK command button. A“Welwme” window appears. Select the Continue command button to proceed with the installation. (Or, select Exit to cancel the installation.) When the window shown at the bottom of this page appears, follow these steps. a. If you want to change the installation drive andlor directory, select the Set Location command button. A window appears that al- lows you to enter a new drive and/or directo- ry. Then, select Continue to save the new drive and return to the window. Or, to leave (8) (9) (10) b. C. the drive unchanged, select the Back wm- mand button. To cancel the installation, you can select the Exit command button. If you want to preserve an existing database, make sure the check box in the Installation Options section is selected (has an X in it). To continue with the installation, select the Install command button. Or, to cancel the software installation, select the Exit wm- mand button. Another window appears that shows the names of the files as they are being copied and the per- cent of the installation that has been completed. When prompted, insert Database Programming Disks 2 and 3 in succession. Each time, select the OK command button to continue. When the installation is complete, the PC will display several messages regarding the installa- tion. Read each of these and then select OK to continue. The setup will create an IVX500 System pro- gramming group that contains the IV2C500 Sys- tem application. (If an IVX500 System programming group already existed, the newly installed IVX500 System application will be added to that group and the upgrade icon.) To use the application, you must have Program Manag- er running. Select the IVXSOO System program- ming group and then select the Database Programming application. The Inter-Tel logo screen displays and you may begin your pro- gramming session. Install to (Drive and Base Directory): - Installation Options: H Maintain a copy of the default database Installation Drive: C: Space Required: 7451 K Space Available: 43655 K i17K Page 3-9
PROGRAMMING Issue 1, August 1994 INTER-TEL PRACTICES IVXSOO INSTALLATION & MAlNTENANCE B. ON-SITE PROGRAMMtNG 6.5 For on-site programming, the PC is connected directly to the IVX5CKl System. An RS-232-C cable from COMl or COM2 on the programming PC is con- nected to COM2 on the IVX500 PC. (See page 3-8 for a list of the programming PC’s requirements.) 6.6 To connect a programming PC to the IVXXKl PC, follow these steps: (1) Referring to the diagram below, attach the DB25 modular adapter (supplied with the database pro- gramming cable kit) to the DB25 (COM2) serial port connector on the IVXXNI PC. (2) Attach the DB9 modular adapter (supplied with the database programming cable kit) to the DB9 (COMl) serial port connector on the customer- provided programming PC. NOTE: To use COM2 on the programming PC instead, attach a straight-through DB9-to-DB25 converter to the DB9 modular adapter, or attach a customer-provided DB25 modular adapter. (3) Plug one end of the reversing mod-to-mod line cord (supplied with the database programming cable kit) into the DB25 modular adapter installed in step 1. Plug the other end of the line cord into the DB9 modular adapter installed in step 2. DB2S ADAPTER lvx500 PC // DBo ADAPTER PROGRAMMING PC 6.7 To begin a direct-connection programming ses- 6.14 To connect a remote programming session while sion, press F5 (or press ALT-S and then select “Connect the Inter-Tel logo screen is displayed, press F5 (or press to Remote System” from the pull-down menu) while the ALT-S and then select “Connect to Remote System” Inter-Tel logo is displayed. The window shown on the from the pull-down menu). The window shown on page page 3-12 appears. You can then set the correct session 3-12 is displayed. You can then set the correct session information. information. C. STAND-ALONE PROGRAMMING ‘.._ -,, :i :j 6.8 To use a PC for stand-alone programming, the sys- tem software must be loaded on the hard drive. NOTE: Stand-alone programming should be used for training and demonstration purposes only. Data programmed during a stand-alone session cannot be transferred to the IVXSOO PC using Database Save/Restore. 6.9 When the Inter-Tel logo screen is displayed, press the F3 key. Or, press ALT-P to view the System Pro- gramming pull-down menu and then select Database Programming by highlighting it (use the up or down ar- row key, if necessary) and pressing RETURN. The Da- tabase Programming Menu appears. All programming can then be completed as described in this chapter. D. REMOTE PROGRAMMING WA MODEM 6.10 A programmer can use modem access to the sys- tem database for the purpose of customer programming or maintenance/diagnostics from a location other than the customer site. This allows the service personnel flexibility in making database changes without visiting the site and, in system trouble situations, the serviceper- sonnel may perform preliminary investigations before going on site. 6.11 The customer site must be equipped with an ex- ternal auto-answer modem connected to the IVXSOO PC on COM2. 6.12 To use the remote programming feature, the user dials the telephone number that directly rings in to the modem, is transferred to the modem, or dials the modem extension number using DISA or a station. When the modem circuit rings, the auto-answer modem will auto- matically answer the call and generate modem tone. The calling party may then connect the programming com- puter’s modem and proceed with the programming ses- sion. When the session is completed, the calling party hangs up or disconnects the call from the modem. When this happens the system modem will no longer hear mo- dem tone and will disconnect. 6.13 To set up or check the modem parameters, run the IVX500 System application and display the logo screen (shown on page 3-14). Then select the “System Pro- gramming” drop-down menu and choose the Modem Programming option from the menu. A window appears as shown on the next page. Page 3-10