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Key Voice Voice Processing System Installation And Maintenance Manual
Key Voice Voice Processing System Installation And Maintenance Manual
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Key Voiceâ Voice Processing SYSTEM INSTALLATION AND MAINTENANCE âEverything Your Business Calls For
NOTICE NOTICE TO END USER: CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS. USE OF THE SOFTWARE CONTAINED IN THIS PACKAGE CONSTITUTES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS AND AGREEMENT TO ABIDE BY THEM. If you do not agree with the terms and conditions of this Agreement, return the package and its entire contents to the location where you obtained it for a refund. In return for acquiring a license to use the Key Voice Technologies Inc. software and documentation contained in this package (the Software), and for acquiring the accompanying documentation, you, the original purchaser (You), agree as follows: 1. License Grant: You are granted a nonexclusive, personal license to: (a) use the Software on a single personal computer system (b) copy the Software solely for the purpose of installing it on your computer and for backup and archival storage. You may not transfer, sell, lease or distribute copies of the Software to others. You may assign your rights under this Agreement to a third party provided the third party agrees in writing to be bound to the terms of this Agreement and you transfer all copies of the Software to the third party or destroy any copies not transferred. Any other attempt to sublicense, assign or transfer any of the rights, duties or obligations hereunder is void. 2. No Other Rights: You acknowledge that the Software is copyrighted and is proprietary. The license granted above is not a sale of the Software, and except as stated above, this Agreement does not give you any rights to patent, copyright, trade secrets, trademarks or any other rights or licenses with respect to the Software. You agree to hold the Software in confidence and to take reasonable steps to prevent unauthorized copying or distribution. 3. No Modification or Reverse Compilation: YOU MAY NOT MODIFY, ALTER, TRANSLATE, DISASSEMBLE OR DECOMPILE THE SOFTWARE OR DOCUMENTATION OR ANY COPY, IN WHOLE OR IN PART. 4. Limited Warranty: Key Voice Technologies, Inc. warrants that the original diskettes are free from defects in material and workmanship, assuming normal use, for a period of ninety (90) days from the date of purchase. If a defect occurs during this period, you may return your faulty disk along with a dated proof of purchase; it will be replaced free of charge. EXCEPT FOR THE EXPRESS WARRANTY OF THE ORIGINAL DISKETTES SET FORTH ABOVE, NO OTHER WARRANTIES ARE GRANTED, EXPRESS OR IMPLIED, BY STATUTE OR OTHERWISE, REGARDING THE DISKS AND RELATED MATERIALS, THEIR FITNESS FOR ANY PURPOSE, THEIR QUALITY, THEIR MERCHANTABILITY, OR BOTH. THE LIABILITY UNDER THE WARRANTY SET FORTH ABOVE SHALL BE LIMITED TO THE AMOUNT PAID BY THE CUSTOMER FOR THE PRODUCT. IN NO EVENT SHALL THE MANUFACTURER OR DISTRIBUTORS BE LIABLE FOR ANY SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES FOR BREACH OF WARRANTY. Information in product documentation is subject to change without notice, and does not represent a commitment on the part of Key Voice Technologies Inc. No part of Key Voice manuals may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, for any purpose other than the purchasers personal use, without the written permission of Key Voice Technologies, Inc. Products mentioned in this documentation that are not manufactured by Key Voice Technologies, Inc. may be trademarks or registered trademarks of their respective manufacturers. © Copyright Key Voice Technologies, Inc., 1991-2000. All rights reserved.
LIMITED WARRANTY The initial hardware and software of all Key Voice Technologies, Inc. (“Key Voice”) products accompanying this installation manual shall be referred to collectively herein as the “Product”. Non-Key Voice products are warranted solely by the manufacturer in accordance with the manufacturer’s warranty, and are sold by Key Voice “as is”. Key Voice warrants, to its purchaser, its authorized dealers and the end users of the Product, that, under normal operating conditions, (a) the Product hardware (except for fuses, lamps and other consumables) and the medium on which the Product software is contained will be free from defects in material and workmanship, and (b) the Product software will perform substantially in accordance with the specifications set out in the user guide accompanying the Product which is prepared by Key Voice, in each case for a period of one year, measured from the manufacturing date stamped on the Product hardware or software, as the case may be, provided however, development products, i.e., products which have not yet been approved by Key Voice for production, are sold pursuant to Key Voice’s field trial agreement and are warranted as set out therein. Key Voice’s sole obligation under this warranty or under any other legal obligation with respect to the Product is to repair or replace, at its option, the Product at its Sarasota, Florida, headquarters, free of charge, if the Product is deemed defective by Key Voice during the warranty period, with refurbished or new equipment or parts, at Key Voice’s option, when the Product is returned to Key Voice, freight or postage prepaid, during the warranty period, provided however, if Key Voice is not able, using reasonable efforts, to cure or correct a defect, Key Voice’s sole obligation shall then be to refund (or cause to be refunded) an equitable portion of the price Key Voice was paid for the Product. This warranty does not apply if, in the sole judgment of Key Voice, the Product, or any part(s) or component(s) thereof, have been improperly installed or installed or used in combination or in assembly with hardware or software not supplied by Key Voice and which are not compatible with the Product or which are of inferior quality, design or performance, or the Product, or any part(s) or component(s) thereof, have been improperly handled, misused, abused, altered, tampered with, accidentally damaged, or damaged or malfunction or fail to function due to neglect, negligence, contamination (by liquid or otherwise) or as a result of any other causes beyond Key Voice’s reasonable control, including extraordinary wear and tear and acts of God such as fire, flood, water, or lightning or other incidence of excessive or insufficient voltage or failure to follow instructions. Repair, wiring, or alteration of the Product other than as specifically authorized by Key Voice or its authorized repair agent is prohibited and will void this warranty. This warranty does not cover costs associated with installation, removal, or reinstallation of the Product. Key Voice does not warrant that the Product is compatible with all telephone or switching systems or that the Product is invulnerable or immune from unauthorized or fraudulent use, or unaccounted for access to the Product. THIS WARRANTY IS EXCLUSIVE, BEING IN LIEU OF ALL OTHER WARRANTIES EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
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REVISION HISTORYVersionChangesOwnerDate4/00Updated to reflect functionality enhancements incorporated into the NT-based VP system release 10.2 and the DOS-based VP system release 8.3. Sections affected: 2, 5, 10, 12, 15, 20, 21, 22, 23.Serena Smith04-10-2000
INSTALLATION AND MAINTENANCE MANUAL 4/00TOC-1Table of Contents 1. Overview...............................................................................................................................1-1 1.1 What Does This Voice Processing System Do?......................................................................1-1 1.1.1 What is an Automated Attendant?................................................................................1-1 1.1.2 What is Voice Mail?....................................................................................................1-2 1.2 Understanding the VP System Product Design.......................................................................1-2 1.2.1 Understanding Box Types............................................................................................1-2 1.2.2 Understanding the Default Database.............................................................................1-4 1.2.3 Understanding Product Differences..............................................................................1-6 1.2.4 Understanding the Services and Applications in NT-based VP Systems.........................1-7 1.3 Accessing DOS-based VP System Menu Options.................................................................1-15 1.4 Accessing NT-based VP System Menu Options....................................................................1-16 2. Preparing the System........................................................................................................2-1 2.1 Understanding Available System Setup Techniques................................................................2-1 2.2 Connecting the VP System to the Telephone System..............................................................2-3 2.2.1 Connecting Directly to the Telephone Lines..................................................................2-3 2.2.2 Connecting to a PBX or Key System............................................................................2-3 2.2.3 Connecting the Serial Cable Between the VP System and PBX......................................2-5 2.2.4 Making Local Connections to the Board.......................................................................2-6 2.3 Moving Greetings, Prompts, Messages, and Mailboxes from DOS-based to NT-based VP Systems....................................................................................................................................2-7 2.4 Adding Features and Ports....................................................................................................2-9 2.4.1 Understanding Special Activation Codes to Add Features and Ports...............................2-9 2.4.2 Entering a Renew Code...............................................................................................2-9 2.4.3 Entering SWITCHES.TXT, LOGINS.TXT, PBXLINK.TXT, and NUMLINES.TXT Activation Codes...............................................................................................................2-11 2.5 Starting the VP System, Logging in, and Shutting It Down...................................................2-12 2.6 Upgrading VP Systems to the Latest Software Versions........................................................2-14 Upgrading DOS-based VP Systems....................................................................................2-14 Upgrading NT-based VP Systems.......................................................................................2-14 2.7 Collecting Information Needed for New VP System Setups..................................................2-15 2.7.1 Application and User Setup Information......................................................................2-15 2.7.2 Phone System Information.........................................................................................2-26 2.8 Understanding the New VP System Setup Steps...................................................................2-28 2.9 Accessing the NT-based VP System Database Administrator Application (DBA) from a Networked PC.........................................................................................................................2-28 2.10 Using Microsoft Exchange Administrator to Modify NT-based VP System Mailboxes..........2-29 3. Running the PBX Setup Utility........................................................................................3-1 4. Setting up System Information.......................................................................................4-1 4.1 Integration Defaults Set by the Setup Utility...........................................................................4-1 4.2 Using Technical Bulletin Information....................................................................................4-1 4.3 Accessing System Information Screens.................................................................................4-2
INSTALLATION AND MAINTENANCE MANUAL 4/00TOC-24.4 Setting Up the General Information Screen............................................................................4-3 4.4.1 General Information Screen Field Descriptions..............................................................4-5 4.5 Setting Up the Line Information Screen...............................................................................4-15 4.5.1 Line Information Screen Field Descriptions.................................................................4-16 4.6 Setting Up the Business Hours Screen.................................................................................4-17 4.6.1 Business Hours Screen Field Descriptions...................................................................4-18 4.7 Setting Up the Holiday Schedule Screen..............................................................................4-19 4.8 Setting up the Call Transfer Screen (DOS-based VP System) / PBX Information Screen (NT-based VP Systems)...........................................................................................................4-20 4.8.1 Call Transfer Screen / PBX Information Screen Field Descriptions...............................4-22 4.9 Setting up the Technical Information Screen (DOS-based VP Systems).................................4-27 4.9.1 Technical Information Screen Field Descriptions.........................................................4-27 4.10 Setting up Class of Service Screens...................................................................................4-29 4.10.1 Class of Service Screen Field Descriptions................................................................4-32 4.11 Setting Up the Other Customizations Screen (DOS-based VP Systems)...............................4-37 4.11.1 Other Customizations Screen Field Descriptions........................................................4-38 4.12 Setting up Diagnostic Menu Options (NT-based VP Systems).............................................4-41 4.12.1 Diagnostic Menu Option Descriptions.......................................................................4-41 5. Specifying Box Information.............................................................................................5-1 5.1 What is a Box?....................................................................................................................5-1 5.2 Viewing the Current Box Setup on the System (DOS-based VP Systems)................................5-2 5.3 Accessing Box Information Screens......................................................................................5-2 5.4 Understanding Reserved Boxes.............................................................................................5-4 5.5 Setting up a Mailbox............................................................................................................5-4 5.5.1 What Does a Mailbox Do?...........................................................................................5-4 5.5.2 Understanding the Prototype Mailbox (9994)................................................................5-5 5.5.3 Mailbox Screens.........................................................................................................5-7 5.5.4 Mailbox Screen Field Descriptions.............................................................................5-11 5.5.5 Resetting a Mailbox...................................................................................................5-36 5.5.6 Using the Demo Mailbox 9993...................................................................................5-36 5.6 Setting up a Question Box...................................................................................................5-36 5.6.1 What Does a Question Box Do?.................................................................................5-36 5.6.2 Question Box Screens................................................................................................5-39 5.6.3 Question Box Field Descriptions................................................................................5-39 5.7 Setting up a Routing Box....................................................................................................5-44 5.7.1 What Does a Routing Box Do?...................................................................................5-44 5.7.2 Understanding Routing Box 800, 801, and 821............................................................5-46 5.7.3 Specifying Routing Box Owners................................................................................5-46 5.7.4 Routing Box Screens.................................................................................................5-47 5.7.5 Routing Box Screen Field Descriptions.......................................................................5-47 5.8 Setting up a Group Box.......................................................................................................5-54 5.8.1 What Does a Group Box Do?.....................................................................................5-54 5.8.2 Group Box Screens...................................................................................................5-55 5.8.3 Group Box Field Descriptions....................................................................................5-55 5.9 Setting up a Directory Box..................................................................................................5-57 5.9.1 What Does a Directory Box Do?................................................................................5-57
INSTALLATION AND MAINTENANCE MANUAL 4/00TOC-35.9.2 Directory Box Screens...............................................................................................5-59 5.9.3 Directory Box Field Descriptions................................................................................5-59 5.10 Setting up an ACD Box / Customer Service Box................................................................5-62 5.10.1 What Does an ACD Box / Customer Service Box Do?...............................................5-62 5.10.3 ACD box / Customer Service Box Screens................................................................5-64 5.10.4 ACD Box / Customer Service Box Field Descriptions................................................5-66 5.11 Setting up an Account Number Box...................................................................................5-71 5.11.1 What Does an Account Number Box Do?.................................................................5-72 5.11.2 Account Box Screens...............................................................................................5-72 5.11.3 Account Number Box Field Descriptions..................................................................5-73 6. Calling Into a Mailbox........................................................................................................6-1 6.1 Identifying Yourself as the Mailbox Owner...........................................................................6-1 6.2 Completing the New User Tutorial........................................................................................6-2 6.2.1 Tutorial Contents.........................................................................................................6-2 6.2.2 Options for the Tutorial................................................................................................6-4 6.3 Understanding the Main Menu..............................................................................................6-4 6.4 Listening to Messages..........................................................................................................6-6 6.4.1 Listening to New Messages.........................................................................................6-7 6.4.2 Listening to Saved (Old) Messages...............................................................................6-7 6.4.3 Selecting Options Between Messages...........................................................................6-7 6.5 Sending a Message.............................................................................................................6-10 6.6 Changing Mailbox Options.................................................................................................6-11 6.6.1 Recording a Name.....................................................................................................6-12 6.6.2 Recording a Greeting.................................................................................................6-12 6.6.3 Changing a Password................................................................................................6-13 6.6.4 Changing the Call Transfer Service............................................................................6-14 6.6.5 Changing the Message Notification Service................................................................6-15 6.6.6 Changing the Pager Service.......................................................................................6-15 6.6.7 Reviewing Messages Scheduled for Future Delivery....................................................6-15 6.6.8 Changing the Personal Distribution Lists.....................................................................6-16 6.6.9 Retrieving a Message Already Sent to Another Mailbox...............................................6-16 6.6.10 Logging into and out of ACD Boxes.........................................................................6-16 6.7 Listening to Question Box Answers....................................................................................6-17 6.8 Changing Languages in a Mailbox.......................................................................................6-17 6.9 Using Supervisor Mailbox Options......................................................................................6-18 6.10 Placing an Outgoing Call from a Mailbox..........................................................................6-18 6.11 Exiting a Mailbox.............................................................................................................6-18 7. Using Major Features.........................................................................................................7-1 7.1 Using Call Logs...................................................................................................................7-1 7.1.1 Understanding the Call Log..........................................................................................7-1 7.1.2 Specifying Call Log Formats (DOS-based VP Systems)................................................7-2 7.2 Using the Monitor................................................................................................................7-3 7.3 Performing Call Transfers....................................................................................................7-5 7.3.1 Understanding Call Transfers.......................................................................................7-5 7.3.2 Understanding Transfer Types.....................................................................................7-5
INSTALLATION AND MAINTENANCE MANUAL 4/00TOC-47.3.3 Understanding Call Transfer Results.............................................................................7-6 7.3.4 Specifying Call Transfer Types....................................................................................7-9 7.3.5 Detecting Call-Progress Tones...................................................................................7-12 7.3.6 Using the Transfer Bypass Feature.............................................................................7-12 7.3.7 Prompting Callers for Their Names............................................................................7-14 7.3.8 Using Different Greetings for Busy and No-Answer....................................................7-15 7.3.9 Using Three-way Calling...........................................................................................7-16 7.3.10 Troubleshooting the Call Transfer Feature................................................................7-17 7.4 Setting Up ACD Groups.....................................................................................................7-19 7.4.1 Understanding ACD Group Operation........................................................................7-20 7.4.2 Putting a Call in the Queue........................................................................................7-20 7.4.3 Playing Announcements to Queued Calls....................................................................7-21 7.4.4 Logging In and Out of an ACD Group........................................................................7-22 7.5 Setting Up Paging..............................................................................................................7-24 7.5.1 Setting Up Tone Pagers.............................................................................................7-24 7.5.2 Setting Up Digital Pagers...........................................................................................7-27 7.5.3 Setting Up Voice Pagers............................................................................................7-31 7.5.4 Setting Up a Schedule for Paging................................................................................7-31 7.5.5 Troubleshooting Pager Functions................................................................................7-32 7.6 Setting Up Message Delivery..............................................................................................7-33 7.7 Working with Service Modes..............................................................................................7-35 7.8 Announcing a Call Over the Public Address System.............................................................7-37 7.9 Setting Up Call Queuing.....................................................................................................7-39 7.10 Viewing VP System Status Screens...................................................................................7-41 7.10.1 Understanding the Line Status Screen (DOS-based VP Systems)................................7-41 7.10.2 Viewing Available Line Status Screen Displays (DOS-based VP Systems).................7-45 7.10.3 Viewing the Message Status Display (DOS-based VP Systems).................................7-45 7.10.4 Viewing the Incoming Call Summary Display (DOS-based VP Systems)....................7-46 7.10.5 Viewing the Outbound Telemarketing Status Display (DOS-based VP Systems).........7-46 7.10.6 Understanding the Voice Mail Viewer Application (NT-based VP Systems)...............7-46 7.10.7 Understanding the Message Status Viewer Application (NT-based VP Systems).........7-47 7.10.8 Viewing VP System Reports (NT-based VP Systems)...............................................7-48 7.11 Understanding Supervisor Features...................................................................................7-55 7.11.1 Performing Mailbox Administration..........................................................................7-57 7.11.2 Performing Routing Box Administration...................................................................7-59 7.11.3 Performing Question Box Administration..................................................................7-60 7.11.4 Performing Port Administration................................................................................7-62 7.11.5 Sending Broadcast Messages...................................................................................7-62 7.11.6 Switching to Day Service or Night Service Mode......................................................7-63 7.12 Using the Multilingual Feature..........................................................................................7-64 7.12.1 Understanding the Multilingual Feature....................................................................7-64 7.12.2 Switching Between Languages.................................................................................7-64 7.12.3 Recording Multilingual System Prompts...................................................................7-65 7.12.4 Modifying the VM.CFG Configuration File for Multilingual......................................7-67 7.12.5 Understanding D.I.D. Considerations........................................................................7-67 7.13 Setting Up the Digit Translation File (TRANS.TXT)..........................................................7-67 7.13.1 Understanding Digit Translation...............................................................................7-68