Lucent Technologies Octel 100 Implementation And Service Manual

							Implementation and Service ManualIntegrating with the Phone System 8-1
CHAPTER 8
Integrating with the Phone System
The Integrator utility configures the messaging system for use with the telephone switch
by setting many of the software’s parameters to v alues appropriate for the switch. This
allows you to mov e through the System Setup utility much faster and reduces the
possibility of making invalid entries in some of the more advanced setup fields.
Integrator is preconfigured on some systems. In this case, you do not need to run
Integrator during installation. If Integrator is not preconfigured, it is important that you run
Integrator during system installation, especially if you are installing the messaging
system for the first time.
For you to use the Integrator utility, the phone system must be certified for use with the
messaging system. If a Configuration Note is av ailable for the phone switch, it is certified
for use with the system. If the phone system is not certified, contact a technical support
representativ e.
The steps prov ided in this chapter will help you to:
·  Run the Integrator utility
·  Create inband templates to allow the system to efficiently process incoming
inband strings from the phone switch 
						

							8.  Integrating with the Phone System
Implementation and Service ManualRunning the Integrator Utility8-2
Running the Integrator Utility
To run the Integrator utility:
1.  During installation, select Integrator from the Setup Installation Utility dialog box. An
initial information dialog box displays.
If the messaging system is already installed, you can launch Integrator any time by
double-clicking the Integrator icon in the program folder. If the messaging system is
running, you must select Exit from the File menu to shut it down before you can run
Integrator.
2.  To continue, click OK. The Integrator dialog box displays the currently installed
switch. If this is an initial installation or the system was not preconfigured, the
Currently Installed Switch field displays None.
 
3.  To v iew the list of phone systems certified for use with the messaging system, click
the arrow button to the right of the Select Switch field.
4.  Select the name of the phone switch from the list. The switch name displays in the
Select Switch field.
If you are using Serial integration, make sure you select the proper switch (the switch
name will include “with Direct Serial”, “with VoiceBridge”, or “with SMDI” for
example). Also, be sure to select the proper switch for any set emulation
integrations, such as the Dialogic D42NS. 
						

							8.  Integrating with the Phone System
Implementation and Service ManualRunning the Integrator Utility8-3
5.  If you want to v iew or customize the codes for the selected phone system, click
Switch Settings. The Integrator Switch Settings dialog box displays.
 
  The codes displayed are the defaults for the selected phone system. The system
automatically loads these codes when you select Install from the Integrator dialog
box. A description of each parameter is prov ided in Chapter 13, “Setting Up the
System.” Do not modify any of the switch settings without consulting a technical
support representativ e.
6.  To sav e any modifications, click OK. The Integrator dialog box displays.
7.  If you want to v iew or specify the phone system’s inband settings and templates,
click Inband Information. The Integrator Inband Information dialog box displays. 
						

							8.  Integrating with the Phone System
Implementation and Service ManualRunning the Integrator Utility8-4
The inband settings displayed in the upper half of the dialog box represent the
defaults for the selected phone system. The system automatically loads the listed
inband settings when you select Install from the Integrator dialog box. A description
of each parameter is prov ided in Chapter 13, “Setting Up the System.” Do not modify
any of the switch settings without consulting a technical support representativ e.
The remainder of the dialog box contains the default inband templates defined for
the selected phone system. An inband template is a series of characters that
represents an incoming DID or inband string from the switch. The system
automatically loads the listed inband templates when you select Install from the
Integrator dialog box.
Detailed information on creating and editing inband templates is prov ided later in this
chapter.
If you change any of the phone system codes or templates in Integrator, the system
updates the SET_UP.CFG or PLUS.SYS file, or both, as appropriate, when you
select Install from the Integrator dialog box. The changes, howev er, are not sav ed in
the switch data file, SW DATA.TXT, that is shipped with the system. Consequently, if
you reinstall the switch at a later time, be sure to back up the SET_UP.CFG and
PLUS.SYS files before you reinstall the switch, and then restore them after you
reinstall the phone system to prev ent the loss of the modifications.
8.  To close the dialog box, click OK. The Integrator dialog box displays.
9.  To integrate with the selected switch, click Install. A confirmation dialog box
displays.
10.  Click Yes to confirm the switch.
11.  If you are reinstalling a switch or installing a different switch, a dialog box displays
the message “Key switch-specific parameters are already defined. Do you wish to
terminate this installation?”
12.  To continue the integration, select No. Integrator installs the selected switch and
loads the settings and templates in System Setup. A dialog box displays when the
installation is complete and informs you whether default tone tables hav e been
installed for the switch. If default tone tables are installed, you do not hav e to run
Call Analysis. If default tone tables are not installed, you should run Call Analysis.
For information on running Call Analysis, see Chapter 9, “Defining Phone System
Signals.”
13.  To close the dialog box, click OK. A dialog box with Configuration Note information
for the installed phone switch displays.
14.  To close the dialog box, click OK. The Integrator dialog box displays.
15.  To close Integrator, click Exit. 
						

							8.  Integrating with the Phone System
Implementation and Service ManualUnderstanding Inband Templates8-5
Understanding Inband Templates
An inband template is a series of characters that represents an incoming Direct Inward
Dialing (DID) or inband string from the switch. W hen the system receiv es an incoming
string, it matches it to a defined inband template. This enables the system to interpret
the string and associate the corresponding function with it.
Understanding Inband Template Characters
You may use the following characters to create templates representing the incoming
inband string. Up to 32 characters can be entered for each template. Put these
characters together to form the closest possible match to the incoming string:
R  Represents the Receiv ing Mailbox. The number of digits extracted for the
receiv ing mailbox ID is determined by the Number of Digits in a Mailbox
parameter. For example, if the number of digits in a mailbox is 4, an R 
in an
Inband Template represents 4 digits.
  If the Receiv ing information sent by the switch is not v alid, the caller is placed at
the main greeting.
S  Represents the Sending Mailbox. The ability to transmit sender information,
which is not supported by all switches, enables the system to recognize a caller
as an internal subscriber. The number of digits extracted for the sending mailbox
ID is determined by the Number of Digits in a Mailbox parameter. For example,
if the number of digits in a mailbox is 4, an S 
in an Inband Template represents
4 digits.
  If the Sending information sent by the switch is not v alid, the caller is treated as
an outside caller.
X  Signals the system to ignore the character in that position in the string. For
example, if the number of digits in an extension is greater than the number of
digits in a mailbox, insert one or more X 
characters in the positions immediately
preceding or following the R 
or S 
to indicate the characters to be ignored.
More than one X 
may be inserted in a single Inband Template.
?  The wildcard, which is not displayed in the template legend, may also be
included in templates. The wildcard signals the system that one or more digits
should be ignored. Only one wildcard may be used per template. The position of
the wildcard within the template determines which digits are ignored:
·  W hen the wildcard is placed at the end of the template, any characters
after the wildcard position in the incoming string are ignored and the
total length of the string is not enforced. For example, if a template is
defined as #02#R?
, any characters after the Receiv ing Mailbox ID are
ignored and the string need not be a certain length.
·  W hen the wildcard is placed in the position immediately before the S 
or
R
, it signals the system to start at the end of the string to extract the
sending or receiv ing mailbox ID. For example, if a template on a system
with 3-digit mailboxes is defined as #02#?R
, the system extracts the
last three digits for the receiv ing mailbox ID.
  It is recommended you only use the wildcard for functions that do not hav e a
consistent string length. 
						

							8.  Integrating with the Phone System
Implementation and Service ManualUnderstanding Inband Templates8-6
  In addition to the codes listed, you may include the following characters in templates:
· [
, #
, 0-9
, A
, B
, C
, D
 are v alid DTMFs that may be receiv ed in an
incoming inband string.
· ~ 
(tilde) is the v isual representation of a space. Tildes are only receiv ed
from Digital Emulation (such as Mitel SX) or Direct Serial integrations,
including VoiceBridge.
· $ 
is only receiv ed from Digital Emulation integrations (such as Northern
Telecom SL-1) and is v iewed as an inband digit.
· T 
is commonly used by Digital Emulation integrations to identify the Trunk
ID.
· F 
and N
, which, along with B 
and C 
already listed abov e, are used in
Serial integrations. Common serial codes receiv ed are F 
for Forward, N
for Ring-No-Answer, B 
for Busy, and C 
for Auto Station Login.
 
Understanding Inband Functions
  The Function field on the Inband Information dialog box identifies the inband function
associated with the template displayed in the Inband Template field. This is the action
the system performs when it receiv es a template assigned to the function.
  The following functions are av ailable:
· Go to Voice Mail – Instructs the system to transfer a caller directly to the
receiv ing mailbox. W hen this code is used, the caller hears either the Personal
Greeting prompt such as, 
“Hi, this is Mark. I’m either away from my desk or on
another call. Please leave your name...,”
 or the call handling condition, if call
handling is activ ated.
· AutoLogin – Instructs the system to allow subscribers immediate access to their
mailboxes when dialing from their own extensions. W hen this code is used, the
caller hears, 
“Please enter your password.” This function cannot be assigned to
a template that includes the S 
for the Sending Mailbox ID.
· Busy – Informs the system, v ia the code sent by the switch, that a caller dialed a
busy extension and instructs the system to handle the busy condition as defined
by that mailbox. W hen a caller dials an extension that is busy, the system v oices
either, 
“I’m sorry, that extension is busy,” or inv okes a call-handling feature that
blocks calls when the extension is busy. This function is used primarily in Serial
integrations and some set emulations, including those using a VoiceBridge.
· Ring, No Answer – Informs the system that a call dialed an extension with no
answer and instructs the system to handle the no answer condition as defined by
that mailbox. W hen a caller dials an extension with no answer, the system
v oices either, 
“I’m sorry , there is no answer at that extension,” or invokes a call-
handling feature that blocks calls when there is no answer. This function is used
primarily in Serial integrations and some set emulations, including those using a
VoiceBridge.
· Immediate Record – Instructs the system to transfer a caller to the mailbox
number that follows the code. The caller can then begin recording after the beep
without listening to a mailbox greeting. This function is often used in an Internal
Call Forward to Voice Mail scenario, where the subscriber knows to begin
recording at the beep. This function can also be used for recording phone
conv ersations, if supported by the switch. W hen used in this application, the
subscriber can record the call by pressing a button on the telephone keypad. 
						

							8.  Integrating with the Phone System
Implementation and Service ManualUnderstanding Inband Templates8-7
· Immediate Transfer – Instructs the system to transfer a caller directly to the
extension that follows the code. W hen this code is used, the caller hears,
“Please hold for .” This function cannot be
assigned to a template that includes the S 
for the Sending Mailbox ID.
· Go to Voice Mail, Get Mailbox – Instructs the system to transfer a caller to
v oice mail to retriev e the mailbox number. W hen this code is used, the caller
hears, 
“Please enter the destination mailbox number… .”  This function must be
assigned to an inband template that does not include an S 
or R
.
· Go to Automated Attendant, Get Mailbox – Instructs the system, v ia the code
sent by the switch, to transfer a caller to the automated attendant mailbox entry
point. W hen this code is used, the caller hears, 
“Please dial the mailbox number
of the person you are calling… .”  
This function cannot be assigned to an inband
template that includes an S 
or R
.
 
Understanding Inband Template Rules
  The following rules apply when creating templates:
·  Each template must be unique to the system; duplicates are not permitted.
·  One template may not be a subset of another template if the wildcard (?
)
displays in both. For example, #02#R 
and #02#R#S 
are allowed ev en though
the first template is a subset of the second. This is allowed because the total
length of string is enforced for both, which means no wildcards are used.
Howev er, #02#R? 
and #02#R#? 
are not allowed because they both use the
wildcard.
·  A template that uses the wildcard can be a subset of another template that does
not use the wildcard. W hen an incoming string matches both templates, it is
considered a match of the template that does not use the wildcard because it is
an exact match. For example, suppose two templates defined as $RXS 
and
$R? 
are created on a system with three-digit mailboxes. In the case of the first
template, this means that an incoming string must be exactly eight characters
and start with $ 
to match. For the second template, an incoming string must
start with $ 
and be at least fiv e characters to be considered a match. An
8-character incoming string beginning with $ 
would therefore match both
templates. The function assigned to $RXS
, howev er, 
is used because it is an
exact match.
·  Only one wildcard may be used within each template.
If the incoming string does not match an identified template, the caller is transferred to
the automated attendant. 
						

							8.  Integrating with the Phone System
Implementation and Service ManualUnderstanding Inband Templates8-8
Creating, Modifying, and Deleting Inband Templates
The default templates for the phone system you specify are automatically loaded by the
Integrator utility. You can create new templates, however, or modify existing templates
at any time.
Use these procedures to create new inband templates and modify existing templates.
If the Total Number of DID Digits (DIDCOUNT) parameter on the Inband Page 1
Parameters tab is set to 0, the Inband Page 2 Parameters are dimmed.
To create a new template:
1.  Select Setup from the Options menu. The System Setup General Parameters tab
displays. Note that you must be logged into the messaging system as a Lev el 3
system manager. For information on logging into the system, see Chapter 20,
Starting, Logging Into, and Shutting Down the System.
2.  Scroll to the Inband Page 2 tab and click it. The Inband Parameters Page 2 tab
displays the existing templates.
 
3.  In the Inband Template field, enter the template characters. For additional
information, see the topic, ”Understanding Inband Template Characters, earlier in
this chapter. Identify as many characters in the incoming string as possible. For
example, for an incoming string $FROM200555
, you could create a template
$FXXXRS
, where F 
represents the first letter in the word FROM
.
The system parses trailing and terminating characters, which are sent by some
switches, from the incoming string. You therefore should not include them in the
inband templates.
5.  To display the list of av ailable functions, click the arrow button next to the Function
field. Select the function to be associated with the current template. For additional
information, see the topic, Understanding Inband Template Characters, earlier in
this chapter. 
						

							8.  Integrating with the Phone System
Implementation and Service ManualUnderstanding Inband Templates8-9
6.  To create the template and add it to the listbox, click Add. If the template is not
v alid, an error message displays prompting you to reenter the template. For
additional information, see the topic, Understanding Inband Template Rules, earlier
in this chapter.
7.  Repeat steps 3-6 for each template you want to define. You may define a maximum
of 25 templates for the system. This allows you to assign the same inband function
to multiple templates.
8.  To sav e the changes, select Sav e from the File menu.
9.  To close System Setup, select Exit from the File menu.
10.  Select Restart from the Options menu for the changes to take effect.
To modify an existing template:
1.  Select Setup from the Options menu. The System Setup General Parameters tab
displays. Note that you must be logged into the messaging system as a Lev el 3
system manager. For information on logging into the system, see Chapter 20,
Starting, Logging Into, and Shutting Down the System.
2.  Scroll to the Inband Page 2 tab and click it. The Inband Parameters Page 2 tab
displays the existing templates.
 
3.  In the listbox, select the template you want to edit. The template displays in the
Inband Template field.
4.  Click Edit. The Edit button changes to Update after you select it.
5.  Edit the template or select another function to associate to it. To select another
function, click the arrow button next to the Function field, then select the new
function.
6.  To accept the modifications, click Update.
7.  Repeat steps 3-6 for each template you want to modify.
8.  To sav e the changes, select Sav e from the File menu.
9.  To close System Setup, select Exit from the File menu. 
						

							8.  Integrating with the Phone System
Implementation and Service ManualInband Template Examples8-10
10.  Select Restart from the Options menu for the changes to take effect.
To delete an existing template:
1.  Select Setup from the Options menu. The System Setup General Parameters tab
displays. Note that you must be logged into the messaging system as a Lev el 3
system manager. For information on logging into the system, see Chapter 20,
Starting, Logging Into, and Shutting Down the System.
2.  Scroll to the Inband Page 2 tab, and click it. The Inband Parameters Page 2 tab
displays the existing templates.
 
3.  In the listbox, select the template you want to delete. The template displays in the
Inband Template field.
4.  To remove the selected template, click Delete. The template is deleted.
5.  Repeat steps 3 and 4 for each template you want to delete.
6.  To sav e the changes, select Sav e from the File menu.
7.  To close System Setup, select Exit from the File menu.
8.  Select Restart from the Options menu for the changes to take effect.
Inband Template Examples
Sample Inband Templates 1 through 4 prov ide examples of inband templates for three
switches.
These are only examples of possible templates. Consult the Configuration Note for the
switch to determine the correct templates.
The first column in each table prov ides examples of the actual incoming inband strings
that match the templates and the type of call for which the string would be receiv ed. The
second column prov ides the templates that are created to match the incoming string,
and the third column defines the corresponding function assigned to the template.