Lucent Technologies Octel 100 Implementation And Service Manual

							Implementation and Service Manual1-1
CHAPTER 1
Implementation and Service Overview
The Implementation and Service Manual is designed to walk you through the steps for
selecting, installing, testing, and troubleshooting an Octel® 100 messaging system.
Collectiv ely, the steps presented in this manual will allow you to effectively implement
different types and sizes of systems and minimize the time spent supporting and
maintaining those systems.
This manual prov ides information on using all av ailable system features and options.
Note, howev er, that all features and options are not av ailable with all systems. Access to
features and options on a specific system depends on the system configuration and the
options purchased for use with the system.
Information on configuring a system with more than 16 ports is only supported for
existing systems in which more than 16 ports are already installed. 
						

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Understanding the Implementation and Service Toolset
Sev eral organizational tools are prov ided in this manual to help you collect and maintain
customer, software, and site information throughout the implementation process. These
tools include:
· Worksheets Tab – Many of the chapters in this manual include steps that
reference specific worksheets prov ided behind the W orksheets tab. Sev eral of
these worksheets are designed to be completed by the system manager at the
customer’s site. (The system manager is the customer representativ e who will be
responsible for maintaining the messaging system after it is installed.)  Other
worksheets are designed to assist you during the installation and system testing
processes. Detailed instructions on completing or obtaining information using
these worksheets, as well as interpreting and using the information, are prov ided
at the implementation process points where the worksheets play a part. A
summary of the purpose of each worksheet is prov ided below.
One copy of each worksheet is prov ided later in this manual. Another blank copy
of each worksheet is also included with each messaging system.
- Customer Needs Worksheets – Help introduce the customer to messaging
system features and functionality and assists the representativ e with
identifying the hardware and software necessary to build the type of auto
attendant and v oice/fax mail system best suited for the customer.
- Preinstallation Configuration Worksheets – Help determine which
features should be activ ated on the messaging system during installation
and which, if any, can be set up before installation.
- System Configuration Record – Prov ides the installer with a written
transcript of how system setup screens are completed during the installation
process and prov ides the installer with customer information that can be
retained for future reference.
- Visual Mailbox™ Configuration Worksheets – Help the installer
successfully complete Visual Mailbox installation and configuration.
· Customer Information Tab – The Customer Information tab is prov ided to help
you organize and retain data you collect from customer sites during the
implementation process. After you hav e completed the entire messaging system
implementation process, you will be prompted to store all the worksheets you
used throughout the process, along with any notes you accumulated, behind this
tab. By storing information in this way, you will have easy access to critical site
contact names and phone numbers, system setup records, and other information
you may need to reference later to prov ide customer assistance.
· Additional Information Tab – The Additional Information tab is prov ided to help
you store additional information you may receiv e from time to time. This
information may include release notes, 
Implementation and Service Manual
updates, product alerts, or product marketing material. 
						

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Additional Product Information Sources
In addition to this manual, other information tools are av ailable:
· Configuration Notes – Each supported switch has an associated Configuration
Note that prov ides comprehensiv e, switch-specific integration considerations.
Configuration Notes are av ailable through your authorized representativ e.
· 
System Manager Manual – The system manager is the indiv idual at the
customer site who will be responsible for maintaining the installed messaging
system. The 
System Manager Manual is designed to be left with a system
manager at the site. The book prov ides information on creating, modifying, and
deleting mailboxes; setting and modifying automated attendant features;
generating system reports; and using v arious other system features such as
AMIS Interface Module (AIM™), V-Trees™, and Fax Retriev al™.
· 
Quick Reference Guide – An easy-to-reference, foldout card, the Quick
Reference Guide
 shows messaging system subscribers the telephone keypress
nav igation paths to accessing messaging features. Fifty 
Quick Reference Guides
are prov ided with each messaging system shipped.
· 
Wallet Card – The size of a typical business card, Wallet Cards can be easily
carried by subscribers at all times, prov iding them fast access to high-lev el
system nav igation information. Fifty 
Wallet Cards are prov ided with each
messaging system shipped.
· Online Help – Extensiv e online help is av ailable on most messaging system
utilities and screens, including Visual Mailbox screens, to assist installers, system
managers, and subscribers with using the messaging system. You can access
online help using options on the Help drop-down menu and, in many cases, by
pressing  from program screens.
· Technical Support – Technical support representativ es are av ailable to assist
you with problems and issues you cannot resolv e using the other av ailable
information sources.
Understanding the User Interface
The Octel® 100 user interface provides fast, convenient access to all of the system’s
features. This section provides an overview of the system’s graphical user interface
(GUI) and some of the most commonly used OS/2 functions.
User Interface Procedures
You can navigate the messaging system and perform operations using either the
keyboard or the mouse. Both are required to access full functionality of the messaging
system.
Keyboard Conventions
The keys listed below allow you to move around in and select items on the messaging
system screens. These keys are shown in angle brackets (< >) throughout this manual.
Keys shown within the same set of brackets but separated by the plus sign (+) constitute
key sequences, sometimes called quick keys. For example,  instructs you to
hold down the  key while pressing the  key. Several quick key combinations
are found on the messaging system pull-down menus. 
						

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The key combinations and key sequences appear in the following format:
 Moves control to the next item (field, button, etc.)
 Moves control to the previous field or button.
 Moves control to a particular field, button, or menu choice on the
screen. Letter represents the character (usually the first) that is
highlighted in the name.
 Accepts input for a field or screen or selects the highlighted button.
 Returns control to a previous screen or menu.
 Activates and deactivates options.
Numbers shown within angle brackets () represent telephone keypad numbers.
Mouse Conventions
The following terms are used throughout this manual to describe mouse actions:
·  Point: Position the mouse pointer over a desired item.
·  Click: Press and release a mouse button.
·  Double-Click: Press and release the left mouse button twice in quick succession.
·  Select: Point to an item and click the left mouse button.
·  Open: Point to an item and double-click the left mouse button.
·  Drag: Move a selected object while holding down the right mouse button.
·  Drop: Release the right mouse button after dragging a selected object.
The instructions in the remainder of this manual are written for use of the mouse. If you
intend to use the keyboard extensively, refer back to this section for the necessary key
combinations and sequences.
OS/2 Desktop Overview
The display that appears when your computer restarts from OS/2 is called the desktop,
which is the graphical user interface of OS/2. The icons displayed on the desktop are
called objects, which may be folders, programs, or files.
OS/2 Windows
A window is a graphical area with visible boundaries that displays information. Many
windows can be stacked on the workspace, but only one window may be active at a time.
The active window has a highlighted frame and always appears in the foreground. You
may view a list of all of the windows open at any time by pressing  on a
blank area of the desktop to open the Window List. 
						

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The Octel 100 System Manager is an example of an OS/2 window.
Windows generally consist of the following components.
Window
FrameThe window frame is the area surrounding a window. A window frame
consists of a resize border, a title bar icon, and a title bar.
Resize
BorderThe resize border surrounds the window contents and frame area. It can
be used to change the height or width of a window by clicking on it and
dragging with the mouse. Not all windows can be resized.
Title Bar The title bar is the bar across the top of the window that consists of the
title bar icon, the title area, and the window control buttons.
Title Bar
IconThe title bar icon (also called the Window menu button) is the object in the
left corner of the title bar that represents the window. Clicking on the icon
displays the Window menu contents and available actions.
Window
ContentsThe window contents is the area within the borders of a window’s frame
that is controlled by the program (in this case, Octel 100).
Minimize
ButtonThe minimize button reduces an application to an icon. When minimized,
the application runs in the background. To minimize a window, position the
mouse pointer over the minimize button and click the left mouse button. To
restore a window to its original size, double-click the minimized icon.
Maximize
ButtonThe maximize button enlarges a window to its maximum size or to restores
a maximized window to its original size. To maximize a window, position
the mouse pointer over the maximize button and click the left mouse
button. To restore a window to its original size, click the maximize button
again.
Scroll Bar A scroll bar allows you to view hidden parts of a window or a list by moving
the slider (the rectangle in the scroll bar) in the desired direction.
Menus There are three types of menus. The menu bar, located across the top of
the window, contains the titles of the window’s pull-down menus. Pull-down
menus contain menu bar options, which display when you select the
menu’s title. Click a menu option to select it. Pop-up menus contain
parameter options. To open a pop-up menu, click the menu’s arrow button.
To select a menu option, click it or drag to it. To close the menu without
changing the selected value, drag the mouse pointer off the menu.
Maxmize button
Maximize button
Title bar
Title bar icon
Window frame
Resize border
Menu
Window contents
Scroll bar 
						

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Graphical Objects
Several interactive graphical objects may appear on the messaging system windows.
The Class of Service screen is an example of an OS/2 dialog box that contains other
graphical objects.
Dialog boxes Dialog boxes are used to display a special message or conduct a
dialog. A dialog box may ask you to enter additional information or
confirm a decision.
Spinbox A spinbox, which functions somewhat like a scroll bar, allows you to
incrementally change the value of an entry by clicking on the up or
down arrow buttons to the right of the field.
Push buttons Push buttons are graphical controls that are selected (clicked on with a
mouse button) to start a designated action, such as saving your work or
opening a window. A special kind of push button is an arrow button,
which allows you to scroll through data. Arrow buttons can appear as
part of a spinbox, scroll bar, list box, or pop-up menu.
Toggle
buttonsToggle buttons allow you to select or deselect an item by clicking on it
with the left mouse button. There are two types of toggle buttons,
checkboxes and radio buttons. Checkboxes allow you to select more
than one item from the list. Radio buttons allow you to select only one
item from a group. Selecting one item by clicking on its corresponding
radio button automatically deselects any other item.
Fields Fields are used for text entry or edits via the keyboard. To enter text,
position the mouse cursor in the field, click in the field, and enter the
desired text. To edit an existing entry, highlight the text to be deleted
and type over it.
Most Commonly Performed OS/2 Tasks
The following tasks are those most commonly performed when using OS/2 Warp with the
messaging system:
·  Opening an OS/2 Window
·  Restarting the PC
·  Shutting the PC
Use this section as a reference until you have learned these tasks.
To open an OS/2 window:
1.  On the OS/2 desktop, double-click the OS/2 System icon. The OS/2 System folder
opens.
2.  In the OS/2 System folder, double-click the Command Prompts icon. The Command
Prompts folder opens.
3.  In the Command Prompts folder, double-click the OS/2 W indow icon. An OS/2
window displays. 
						

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To restart OS/2:
1.  Click the right mouse button on an empty area of the OS/2 desktop and select Shut
down from the menu that displays.
2.  W hen you are prompted whether you want to close all windows and activ e programs,
click OK.
3.  When prompted to shut down or reboot, press  to restart the PC.
4.  When the PC restarts, a Recovery Choices screen displays. This screen, which is for
support purposes, displays for 5 seconds before the system continues with the
startup.
To shut down OS/2:
1.  Click the right mouse button on an empty area of the OS/2 desktop and select Shut
down from the menu that displays.
2.  W hen you are prompted whether you want to close all windows and activ e programs,
click Yes.
3.  When prompted to shut down or reboot, turn off power to the PC. 
						

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Notes: 
						

							Implementation and Service Manual  Determining the Cus tomer’s  Sys tem Needs2-1
CHAPTER 2
Determining the Customer’s System Needs
The steps prov ided in this chapter will help you to:
·  Introduce the messaging system to your customer
· Understand the customer’s system needs and expectations
·  Determine the hardware and software required to support a system that meets
the customer’s needs and expectations
  As you follow the steps in this chapter, you will ask the customer to complete three of the
Customer Needs worksheets prov ided behind the W orksheets tab in this manual:
·  Feature Selection Sheet
·  System Sizing Sheet
·  Phone Usage Sheet
  Information on using the data you obtain with these worksheets to determine the
customer’s system needs is prov ided within each step. Note that new turnkey messaging
systems meet all of the necessary requirements.
Information on systems with more than 16 ports is only supported for existing systems in
which more than 16 ports are already installed. 
						

							2.  Determining the Cus tomer’s  Sys tem Needs
Implementation and Service Manual  Step 1:  Complete the Feature Selection Sheet2-2
 Step 1:  Complete the Feature Selection Sheet
 
The Feature Selection Sheet prov ides a forum for introducing the customer to the wide
range of av ailable features and identifying and discussing which features are most
critical to satisfying the customer’s needs. Prov ide the customer with both the worksheet
and the Feature and Functionality Introduction information (also included behind the
W orksheets tab). The customer will need to consult the Feature and Functionality
Introduction while completing the Feature Selection Sheet. Be sure to encourage the
customer to contact you with any questions on the material presented.
 
Interpreting the Completed Feature Selection Sheet
  Use data prov ided on the Feature Selection Sheet to understand and set customer
expectations.
  First, by considering the features that the customer has indicated are important, identify
which optional add-on modules should be included with the customer’s system. Optional
modules are identified on the Feature Selection Sheet with a superscript “o” (
o)
immediately following the feature name. Optional modules will impact the price of the
system. By determining early on which of these add-on modules are necessary, you can
continually consider the pricing implications during the sales process. For pricing
information, see your sales kit.
  Second, ensure that the switch the customer plans to use with the system supports the
features the customer has indicated are important. Do this by consulting the Feature
Selection Sheet in conjunction with the Configuration Note issued for the customer’s
switch. The Configuration Note identifies switch limitations and helps you to present
those limitations to the customer now, so there are no surprises later. Features that may
be unav ailable with certain switches are identified on the Feature Selection Sheet with a
superscript “s” (
s) immediately following the feature name.
 
Step 2:  Complete the System Sizing and Phone Usage Sheets
  The System Sizing Sheet and Phone Usage Sheet help you better define the hardware
needed to support the customer’s system. Using the data prov ided on these sheets and
the instructions prov ided in the following procedure, you can determine:
·  Number of ports the system should include
·  Number of mailboxes the system will support
·  PC hard driv e size required
Interpreting the Completed System Sizing Sheet and
Phone Usage Sheet
To determine the number of ports necessary and mailboxes supported:
1.  For each line entered on the System Sizing Sheet, add the Direct and Indirect v alues
and enter the sum in the Leav e Blank, for Vendor Use 1 column.
2.  Multiply that sum by the Highest Number in Group v alue, and enter the result in the
Leav e Blank, for Vendor Use 2 column.