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Lucent Technologies Octel 100 Implementation And Service Manual

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    							Implementation and Service Manual  Establishing a Serial Integration10-1
    CHAPTER 10
    Establishing a Serial Integration
    Some phone systems require you to establish a serial integration between the
    messaging system and the phone switch. The Serial Integration utility takes proprietary
    information sent from the phone system through the PC’s serial port, interprets it, and
    passes it to the system. Because Serial Integration is an optional utility, the sentinel
    controls access to it.
    There are two types of Serial integrations:
    ·  Generic Simplified Message Desk Interface (SMDI), which works for any switch
    that uses standard Bellcore serial information or for Centrex systems
    ·  Switch-specific integrations, which are software communications packages that
    are produced for specific switches, such as MCI Link for the NEC 2400 and 2000
    IVS
      The phone system dictates whether you must use SMDI or Switch-Specific Integrations
    software. Consult the phone system’s Configuration Note before beginning Serial
    Integration to v erify which serial integration you should use.
      Steps prov ided in this chapter will help you to:
    ·  Run the Serial Integration utility after messaging system installation
    ·  Configure the ICONFIG utility
    ·  Configure the Serial Integration to support multiple-prefix Centrex systems 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Running the Serial Integration Utility After Messaging System Installation10-2
      Procedures in this chapter assume that the hard driv e on which the system is installed is
    driv e C, that an additional hard driv e that may be installed is D, that the disk driv e is A,
    and that the CD-ROM driv e, if installed, is F. Driv e designations on the specific PC on
    which you are working may v ary. Confirm the appropriate driv e letters, when necessary,
    in procedures prov ided in this chapter.
     
      You cannot run the Serial Integration utility while the UPS monitor is active, because
    there is a common executable file (COMM.DLL) shared by the utilities. If you run the
    UPS Integration utility and the messaging system is instructed to run UPS automatically
    upon bootup, the UPS constantly runs in the background. Consequently, if you attempt
    to run the Serial Integration utility after UPS integration, the necessary file is not
    accessible to run the Serial Integration utility.
      There are two ways to av oid this file-sharing problem:
    ·  Run the Serial Integration utility before running the UPS Integration utility.
    ·  If you need to run the Serial Integration utility after the UPS integration has been
    run, close the UPS Monitor before running the Serial Integration utility. To do this,
    click the UPS icon once and select Close. After Serial Integration installation is
    complete, perform a shutdown and restart the PC. The UPS automatically starts
    upon bootup.
     Running the Serial Integration Utility After Messaging System
    Installation
      Use the following procedure if you need to install the Serial integration software after the
    messaging system has been installed.
      To install the serial integration software:
    1.  Turn on the PC, if it is not already running. OS/2 boots and the OS/2 Program
    Manager displays.
    2.  If the messaging system is configured to launch automatically on bootup, select Exit
    from the File menu to shut it down. For information on logging into the system and
    shutting it down, see Chapter 20, “Starting, Logging Into, and Shutting Down the
    System.”
    3.  Insert the messaging system CD-ROM in the CD-ROM driv e.
    4.  Open an OS/2 window.
    5.  From the C: prompt, type F: 
    and press .
    6.  From the F: prompt, type CD VM 
    and press .
    7.  From the \VM directory prompt, type INSTALL 
    and press . The message
    “Setup is initializing, please wait” displays.
      Do not attempt installation from the full screen OS/2 window, because the
    installation process will run in the background and the installation screens will not be
    v isible to you. Consequently, you will not be able to follow the on-screen prompts for
    entering information. 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Running the Serial Integration Utility After Messaging System Installation10-3
    8.  A window displays, which briefly describes the installation procedure. To continue
    installing, click Continue or press . The installation program presents a list of
    driv es from which you can select.
     
    9.  Select the driv e to which the files should be installed. Use the down arrow key to
    highlight the appropriate driv e, then click OK. (Driv es A and B are disk driv es.) The
    system prompts whether you want to install the system to the \CVR directory on the
    specified installation driv e.
     
    10.  Click Yes to install the files to the \CVR directory and continue the installation
    process. If you click No, you are prompted to select a destination directory.
      To facilitate system maintenance, it is recommended that you do 
    not change the
    default installation directory.
    11.  W ait while the system prepares to load files. A dialog box with installation options
    and space requirements displays. The Space Requirements section of the window
    displays the disk space required, based on the selected options, the space
    availability, and the installation and boot driv es.
     
    12.  Under Installation Options, disable all of the options.
    13.  Under Voice Files, disable all of the options.
    14.  Under Voice Driv ers, select None. 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Running the Serial Integration Utility After Messaging System Installation10-4
    15.  Under Serial Integrations, select the appropriate option from the drop-down menu.
    16.  Click Install to install the messaging system based on the selections.
      A small display appears to the left of the Disk Prompt window to show the
    progression of the installation process. The graph represents the percent of hard
    driv e space and memory being used, as well as the progression of each file as it is
    copied to the hard driv e. If the Low icon comes on during installation, do not be
    concerned.
    17.  W hen the system prompts whether you want the Serial integration utility to launch
    automatically upon bootup, select Yes. A dialog box displays when the installation is
    complete.
    18.  Click OK to continue.
    19.  W hen the Installation Setup Utility displays, select ICONFIG from the list and click
    the Run button. See the topic, “Configuring the Serial Integration Utility,” for
    information on running the ICONFIG utility.
    20.  After you run the ICONFIG utility, the Installation Setup Utility displays. Click Done
    to exit the Installation Setup Utility dialog box. The system displays a message when
    installation is complete and reminds you to restart the computer for any changes to
    take effect.
    21.  To close the dialog box and return to the OS/2 window, click OK. The OS/2 window
    displays.
    22. Type EXIT 
    and press  to close the OS/2 window.
    23.  Remov e the CD-ROM.
    24.  Shut down the PC:
    a.
      Click the right mouse button on an empty area of the OS/2 desktop and select
    Shut down from the menu that displays.
    b.
      W hen you are prompted whether you want to close all windows and activ e
    programs, click OK.
    c.
     When prompted to shut down or reboot, press  to reboot the
    PC.
    25.  If the messaging system is not configured to launch automatically on bootup, start
    the system by double-clicking the messaging system icon in the program folder. 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Configuring the Serial Integration Utility10-5
    Configuring the Serial Integration Utility
    Use the following procedure to configure the serial integration utility.
    To configure the serial integration utility:
    1.  During installation, select ICONFIG from the Installation Setup Utility. The values on
    the ICONFIG dialog box depend on the system configuration and are strictly defined
    if the messaging system connects directly to a Central Office (CO) or switch. Consult
    the Configuration Note to determine the correct settings for the switch.
     
    2.  In the Comm Port field, specify the serial port where the data link with the switch is
    to be established.
    3.  Select the Baud Rate, which is the speed at which the data is transferred.
    4.  Under Parity, select the algorithm used to calculate the parity bit in a word.
    5.  Under Data Bits, select the number of bits in each character (word).
    6.  Under Stop Bits, select the number of bits used to signify the end of the word (byte).
    7.  In the Data W ait field, enter the number of cycles the system is to hold data before
    sending it to the messaging system. This parameter should be used on sites where
    data arriv es before the call.
    8.  In the Time Out field, enter the intercharacter timeout period, which determines the
    amount of time the messaging system is to wait between characters before
    assuming a bad or failed packet and aborting. If the system receiv es ring v oltage,
    this parameter also determines the number of cycles the system is to wait for data
    before answering anyway.
    9. To identify the switch’s v oice ports, select Port IDs. The Port ID dialog box displays.
     
    10.  In the Desk I.D. field, enter the number that identifies the messaging system. If you
    are using Generic SMDI in a Centrex application, you must get the Desk ID from the 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Supporting Multiple-Prefix Centrex Systems10-6
    CO. The messaging system does not use this field if you are using an RS-232
    integration.
    11. To complete the Port ID’s fields, see the Configuration Note for the switch connected
    to the messaging system.
    12.  To sav e the port assignments, click OK.
    13.  Click OK to accept the settings and close the ICONFIG dialog box.
    You can change the ICONFIG or Port ID settings at any time. To access the ICONFIG
    dialog box, double-click the Integration Configuration icon in the program folder.
    WARNING:If you re-run the ICONFIG program, manual modifications made to the
    SI.CFG file will be overwritten.
    Supporting Multiple-Prefix Centrex Systems
    On multiple-prefix Centrex systems using the automatic station login (direct subscriber
    login to their mailbox) or message indicator features, the messaging system must
    determine whether an incoming call is from an internal or external extension.
    To define the internal prefix/extension combinations for the messaging system, you must
    create one or both of the following files:
    ·  SMDI.TPT–if you are activ ating the automatic station login feature
    ·  SMDI.PFX – if you are configuring the message indicators
    You are not required to create these files if you are using a single-prefix Centrex
    configuration or if you are using a multiple-prefix Centrex, but are not using the
    automatic station login or message indicator features.
    Creating the SMDI.TPT File
    On Centrex systems with multiple prefixes, the system must determine whether a call is
    from an internal extension to properly process the call as an automatic station login. If
    the system cannot determine whether a call is internal or external, external callers could
    mistakenly be placed at a mailbox login prompt instead of the main greeting. The
    SMDI.TPT file allows the system to differentiate between calls from internal extensions
    and external callers.
    You must create the SMDI.TPT file manually using a standard OS/2 editor. The file must
    consist of v ariable-length ASCII strings called Target Prefix Strings. Target Prefix Strings
    represent the prefix information for internal extensions.
    See Preinstallation Configuration Worksheets
    Refer to the Call Flow Sheet for a list of prefixes.
    W hen a call is receiv ed, the calling telephone field of the serial integration packet is
    compared to the Target Prefix Strings defined in the file. The number of digits in each
    Target Prefix String determines how many digits are compared. 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Supporting Multiple-Prefix Centrex Systems10-7
    If the messaging system finds a match to one of the Target Prefix Strings:
    1.  The call is considered an internal call.
    2.  The mailbox number is extracted by remov ing the Number of Digits in a Mailbox
    Number, specified in System Setup, starting from the right.
    3.  The extracted mailbox number is then passed to the messaging system with the
    correct integration code—in this case, the Automatic Station Login code.
    If the calling digits do not match any of the Target Prefix Strings, the call is treated as an
    outside call and the caller hears the main greeting.
    To create the SMDI.TPT file:
    1.  If the messaging system is running, select Exit from the File menu to shut it down.
    2.  Open an OS/2 window.
    3.  From the \CVR directory prompt, type E SMDI.TPT 
    and press . A blank
    OS/2 Editor window displays.
    4.  Enter the first Target Prefix String and press . Each string can be up to 10
    characters, which is the maximum currently supported by Centrex. The minimum
    length is 1 character. Each character must be a single digit (0-9). Characters other
    than digits are considered inv alid and generate an error message, such as, “The
    TPS on line #1 contains inv alid characters.”
    It is important to set up SMDI.TPT specifically for the type of Centrex application. If
    you use a 7-digit Centrex implementation, do not include the area code in the prefix
    information.
    5.  Repeat step 4 for each Target Prefix String. You can define up to 25 Target Prefix
    Strings in the SMDI.TPT file. The strings do not hav e to be in any certain order or
    the same length.
     
    6.  To sav e the file, select Sav e from the File menu. The first time you sav e the
    SMDI.TPT file, the Sav e Notification dialog box displays.
    7.  Click Type. The Type dialog box displays.
    8.  Select Plain Text, then click Set. The file is sav ed as a plain text file.
    9.  To exit the editor, click the icon in the upper-left corner of the window and select
    Close. 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Supporting Multiple-Prefix Centrex Systems10-8
    10.  To close the OS/2 window, type EXIT 
    and press .
    11.  To load the file, shut down OS/2 and restart the PC. W hen the Serial Integration
    driv er is loaded during bootup, the SMDI.TPT file is loaded into memory and the
    Target Prefix Strings are used to compare against the incoming strings to determine
    if the dialing number is internal or external. If the file is not found, a warning is
    logged and no comparisons are performed.
    Example SMDI.TPT File
    The following scenarios are prov ided as examples. The digits being compared in these
    scenarios are enclosed in brackets.
    For the first two examples, a 10-digit Centrex implementation is used, the number of
    digits in a mailbox number is 4 digits, and the following SMDI.TPT file is used:
    555111
    555112
    555113
    In the third example, a 7-digit Centrex implementation is used, the Number of Digits in a
    Mailbox is set to 4, and the following SMDI.TPT file is used:
    111
    112
    113
    Sample SMDI.TPT File 1
    If the incoming string is 5551112323:
    ·  The system compares [555111]2323 to the first entry in SMDI.TPT [555111
    ]
    and finds a match.
    ·  The 4 digits for the mailbox (2323) are extracted and passed to the system as an
    automatic station login for mailbox 2323.
      Sample SMDI.TPT File 2
      If the incoming string is 5552224444:
    ·  The system compares [555222]4444 to the first entry in SMDI.TPT [555111
    ]
    and does not find a match.
    ·  The system compares [555222]4444 to the second entry in SMDI.TPT [555112
    ]
    and does not find a match.
    ·  The system compares [555222]4444 to the last entry in SMDI.TPT [555113
    ] and
    does not find a match.
    ·  The call is determined to be an external call, and the caller is placed at the Main
    greeting.
      Sample SMDI.TPT File 3
      If the incoming string is 1136789:
    ·  The system compares [113]6789 to the first entry in SMDI.TPT [111
    ] and does
    not find a match.
    ·  The system compares [113]6789 to the second entry in SMDI.TPT [112
    ] and
    does not find a match. 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Supporting Multiple-Prefix Centrex Systems10-9
    ·  The system compares [113]6789 to the last entry in SMDI.TPT [113
    ] and finds a
    match. The four digits for the mailbox (6789) are extracted and passed to the
    system as an automatic station login for mailbox 6789.
      W hile there can be duplicate extension numbers on a single system (multiple prefixes
    with the same extension number), mailbox numbers must be unique. For example, while
    there can be an extension 1200 on prefixes 511 and 512, there cannot be two mailboxes
    numbered 1200 on the same messaging system.
      You can edit the SMDI.TPT file at any time. The messaging system must be restarted,
    howev er, for the changes you make to be recognized.
     
    Creating the SMDI.PFX Table
      Some Centrex applications require prefix information when sending message indicator
    Activ ation and Deactiv ation codes.
      In a single-prefix application, you can add the -p
    xxx 
    switch, where xxx represents the
    prefix to the START /C /MIN SMDI.EXE 
    statement in the RUNVM.CMD file. For
    example, on a system where a single prefix of 301 is used, you can add -p301 to the line
    so it reads START /C /MIN SMDI.EXE -P301
    .
      In a multiple-prefix application, there must be a way to determine the correct prefix
    information to insert in the outgoing Centrex message indicator packet. In this case, you
    must create a SMDI.PFX file using an OS/2 editor to determine the correct prefix
    information. You can use the -p
    xxx 
    switch in a multiple-prefix application to specify a
    default prefix. If there is one prefix associated with the majority of Centrex extensions,
    specify that prefix in the RUNVM.CMD file and include the other prefixes in SMDI.PFX.
      W hen using SMDI.PFX file information to create a message indicator packet, the digits
    are sent as specified in the file; there is no error-checking or padding. For example, if
    you are using 7-digit Centrex, make sure that the number of digits in the prefix and
    extension combination is exactly 7; otherwise, the packet will be incorrect.
      The SMDI.PFX file should contain three columns:
    ·  The first two columns must identify a mailbox number, or a range of mailbox
    numbers, that exist on the system. The Ending Mailbox Number is optional if you
    are identifying a single mailbox number.
    ·  The third column must identify the corresponding prefix information for the
    mailbox, or range of mailboxes, identified in the first two columns. If you are
    using a 7-digit Centrex application, do not include the area code in the prefix.
      See Preinstallation Configuration Worksheets
     
    Refer to the Call Flow Sheet for a list of prefixes. 
    						
    							10. Establishing a Serial Integration
    Implementation and Service Manual  Supporting Multiple-Prefix Centrex Systems10-10
      W hen the system sends a message indicator request, the mailbox number portion of the
    string is compared to the Starting and Ending Mailbox Numbers defined in the
    SMDI.PFX file:
    ·  If a match is found, the mailbox number and prefix combination is placed in a
    Centrex message indicator packet and sent across the serial port.
    ·  If no match is found, the current message indicator prefix is used.
    ·  If no prefix is defined, the system looks to the RUNVM.CMD file to determine if
    the -p
    xxx 
    switch is present. If no prefix is specified, the Centrex request
    packet is sent with the extension number only.
    To create the SMDI.PFX file:
    1.  If the messaging system is running, select Exit from the File menu to shut it down.
    2.  Open an OS/2 window.
    3.  At the \CVR directory prompt, type E SMDI.PFX 
    and press . A blank
    OS/2 Editor window displays.
    4.  Enter the Starting Mailbox Number in the first column. Each entry in these fields can
    be up to 10 characters (the maximum currently supported by Centrex). Each
    character must be a digit from 0-9; characters other than digits are considered
    inv alid and generate an error message.
    5.  Insert a space or a tab to separate the first and second columns.
    6.  If it is the first mailbox in a range of mailboxes, enter the Ending Mailbox Number in
    the range in the second column. The Ending Mailbox Number is not required if you
    are specifying an indiv idual mailbox. Entries can v ary in length, but must fit on a
    single line. Duplicate or ov erlapping mailbox numbers are not permitted.
    7.  Insert a tab or space to separate the second and third columns.
    8.  Enter the corresponding prefix for the mailbox or range of mailboxes.
    9.  Repeat steps 4-8 for each entry, using a carriage return between lines. The entries
    do not hav e to be in any particular order. There is no limit to the number of entries
    that can be included in the file. To minimize processing time, howev er, you should
    use ranges of mailboxes rather than indiv idual mailbox entries whenev er possible.
     
    10.  To sav e the file, select Sav e from the File menu. If OS/2 prompts you to select a file
    type to associate with the new file, click Plain Text. 
    						
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