Lucent Technologies Octel 100 Implementation And Service Manual

							2.  Determining the Cus tomer’s  Sys tem Needs
Implementation and Service Manual  Step 2:  Complete the Sys tem Sizing and Phone Us age Sheets2-3
3.  Add all the v alues in the Highest Number in Group column to determine the total.
4.  Add all the v alues in the Leav e Blank, for Vendor Use 2 column to determine the
total. Div ide this number by the total Highest Number in Group figure from step 3.
This produces the W eighted Av erage of Minutes per Day per Mailbox v alue.
Refer to the Phone Usage Sheet. If phone system statistics are prov ided (the top section
of the form is complete), continue with step 1, below. If call estimates are prov ided (the
bottom section of the form is complete), continue with step 3.
1.  Determine the Av erage Number of Calls per Business Day by div iding the sum of
each business day column by the number of business days in the week.
2.  Determine the Busiest Hour Percent of Calls by div iding the Av erage Number of
Calls per Business Day figure by the number of calls during the busiest hour of the
week. Skip step 3, and continue with step 4.
3.  Determine the Busiest Hour Percent of Calls by div iding the number of calls on an
av erage business day by the number of calls in the busiest hour of the busiest day of
the week.
4.  Considering the W eighted Av erage Minutes per Day per Mailbox figure calculated on
the System Sizing Sheet and the Busiest Hour Percent of Calls figure calculated on
the Phone Usage Sheet, locate the row in the following table that best applies to the
customer. Following the row across, you can identify the number of mailboxes
supported by different port sizings. By considering the size of the customer’s
organization and other needs and expectations the customer identified on the
Feature Selection Sheet, estimate the number of ports necessary for the customer.
Port Sizing Table
Weighted
Avg.Busiest Hour
% of Calls4
Ports8
Ports12
Ports16
Ports20
Ports24
Ports28
Ports32
Ports
10 18 50 151 265 385 508 634 762 892
“ 14 65 194 340 494 653 815 980 1146
“ 10 91 272 477 692 915 1141 1372 1605
8 18 65 189 331 480 635 792 953 1115
“ 14 81 243 426 618 816 1019 1225 1433
“ 10 114 340 596 865 1143 1427 1715 2006
6 18 84 252 442 641 847 1057 1271 1486
“ 14 108 324 567 824 1089 1359 1634 1911
“ 10 152 454 795 1154 1525 1903 2287 2675
4 18 127 378 662 961 1270 1585 1906 2229
“ 14 163 486 851 1236 1633 2038 2450 2866
“ 10 229 681 1192 1731 2287 2854 3430 4012
2 18 254 758 1325 1923 2541 3172 3812 4458
“ 14 327 973 1703 2473 3268 4028 4901 5732
“ 10 457 1362 2385 3462 5083 5709 6861 8025 
						

							2.  Determining the Cus tomer’s  Sys tem Needs
Implementation and Service Manual  Step 2:  Complete the Sys tem Sizing and Phone Us age Sheets2-4
To determine the hard drive size required:
1.  For each line entered in the System Sizing Sheet, multiply the Number in Category
v alue by the Av erage Number of Messages Stored v alue. Multiply the result by the
Av erage Length of Message v alue div ided by 60 (to conv ert seconds to minutes).
Enter the result in the Leav e Blank, for Vendor Use 3 column.
2.  Multiply the Number in Category v alue by the Av erage Number of Faxes Stored
v alue. Multiply the result by the Av erage Number of Pages per Fax v alue div ided by
4 (because four pages of typical fax data can be stored in one minute of storage
space). Enter the result in the Leav e Blank, for Vendor Use 4 column.
3.  Add the v alues in the Leav e Blank, for Vendor Use 3 column to determine the
minutes of storage required for messages. Add the v alues in the Leav e Blank, for
Vendor Use 4 column to determine the minutes of storage required for faxes. Add
these totals together to determine the total minutes of storage required. Multiply this
figure by 1.15 to increase it by 15%, prov iding a peak load adjustment.
4.  To determine the minimum megabytes of hard driv e space required 
for message
storage
, multiply the Minutes of Disk Space Storage Required v alue by .25.
5.  To determine the minimum 
total megabytes of hard driv e space required to house
messages 
and the OS/2 and system software, prompts, and subscriber information
for up to 1,000 subscribers, add 100 MB to the number determined in step 4.
Example:
 
 Avg. No.  Avg. Len.   Avg. No. Avg. No.
Category of No. in   of Msgs    of a Msg   of Faxes of Pages     Vendor Use
Subscriber            Category       Stored           (Seconds)           Stored          
PerFax               3            4 
Executive 5 6 45 8 10 22.5 100
Manager 20 6 30 5 8 60 200
General Professional 80 4 30 5 5 200  500
Service Technician 30 5 20 4 3 70  90
Order Entry Clerk 20 2 30 2 2 50  20
Other Clerks 30 2 30 2 2 45 30
Secretary 15 3 30 3 4 15            45
Minutes of storage required for messages ---------->462.5 985
Minutes of storage required for Faxes ------------------------------
 ­
Total Minutes of Storage Required:   (462.5 + 985)       1447.5
15% Peak Load Adjustment:   (1.15 x 1447.5)          +   217
Minutes of Disk Space Storage Required:          1664.5
Minimum Megabytes Required for Messages:   (1664.5 x .25) 416
Minimum Megabytes Required for OS/2, system softw are, etc.: 100
Minimum Total Megabytes Required:516 
						

							2.  Determining the Cus tomer’s  Sys tem Needs
Implementation and Service Manual  Step 3:  Consider Additional Hardware Needs2-5
Step 3:  Consider Additional Hardware Needs
The hardware requirements listed below represent the minimum required to run OS/2
and the messaging system software efficiently.
CPU and Memory
Use the following table to determine the minimum system CPU and memory
requirements.
Voice
PortsSystem without Visual
MailboxSystem with < 50 Visual
Mailbox ClientsSystem with 50 - 250 Visual
Mailbox Clients
4 486 /33 w/ 16 MB RAM 486 /33 w/ 16 MB RAM 486 /66 w/ 16 MB RAM
8 486 /33 w/ 16 MB RAM 486 /33 w/ 16 MB RAM 486 /66 w/ 16 MB RAM
12 486 /33 w/ 16 MB RAM 486 /100 w/ 16 MB RAM 486 /100 w/ 16 MB RAM
16 486 /33 w/ 16 MB RAM 486 /100 w/ 16 MB RAM 486 /100 w/ 24 MB RAM
20 486 /33 w/ 24 MB RAM 486 /100 w/ 24 MB RAM 486 /100 w/ 24 MB RAM
24 486 /33 w/ 24 MB RAM 486 /100 w/ 24 MB RAM 486 /100 w/ 24 MB RAM
28 486 /100 w/ 24 MB RAM 486 /100 w/ 32 MB RAM P100 w/ 32 MB RAM
32 486 /100 w/ 24 MB RAM 486 /100 w/ 32 MB RAM P100 w/ 32 MB RAM
Certain PCs hav e Energy Sav ing Modes that, when enabled, automatically shut down or
conserv e energy in v arious parts of the PC. Areas affected can include the hard driv e
(may stop spinning), the monitor (may be dimmed or turned off), and the CPU and
associated components (may be put to “sleep” in a low-power consumption mode).
These energy sav ing features can hinder performance and cause other system
problems. If you are running on a PC with these features, you must disable them in the
PC’s CMOS. Consult your PC manual for instructions. This feature is disabled on all
turnkey messaging systems.
Monitor
A monochrome VGA or better is recommended.
Bus and Slots
The only v oice and fax boards av ailable for use with the system require the ISA bus
interface. Each v oice board requires one 8- or 16-bit slot (depending on the board), and
each TruFax board requires one full-length 16-bit slot. It is recommended that at least
one full-length 16-bit slot be av ailable for future expansion.
3½-inch Disk Drive
One 1.4 megabyte, 3½-inch driv e may be used to install software and perform system
backups.
CD-ROM Drive
A CD-ROM driv e is required for software installation.
Parallel Port
A parallel port is required for the sentinel protection dev ice and the optional printer. This
port must be bidirectional, as most are today. 
						

							2.  Determining the Cus tomer’s  Sys tem Needs
Implementation and Service Manual  Step 3:  Consider Additional Hardware Needs2-6
Other than the printer or a BackPak external CD-ROM, nothing should be connected to
the same parallel port as the sentinel. The sentinel may be corrupted if a tape backup
unit is connected to it or if file transfer software is run through it. If you want to use a
tape backup unit or a file transfer program, either use a different parallel port, use a
dev ice that connects to a serial port, or disconnect the sentinel while you are using the
other program or dev ice (make sure the messaging system is shut down first).
Voice Boards
Dialogic v oice boards are supported for the system. The system only recognizes a v oice
board if the EPROM has been programmed to contain the proper “signature.”  If a
nonsignatured board is detected during initialization, its ports are disabled.
Mouse
A mouse is required for full functionality of the system.
Modem
A modem can be used for remote diagnostics. Modems with a minimum speed of 9600
bps are recommended. An internal modem is supplied with the messaging system.
Contact your authorized representativ e for additional information.
UPS (Uninterruptible Power Supply)
A UPS protects the system PC from a sudden loss of power. You must connect the UPS
to a serial port if you plan to run UPS integration. See Chapter 11, “Integrating with an
Uninterruptible Power Supply,” for additional information.
Printer (Optional)
A printer can be attached to the messaging system PC to produce hard copies (reports,
V-Trees, for example). The printer, which must connect to a parallel port, can be
attached to the back of the system’s sentinel unit. The printer and/or PC must include
driv ers that allow the printer to operate properly with OS/2 programs. For information on
required driv ers, consult the printer and OS/2 documentation.
Tape Backup (Optional)
A tape backup unit can be used to archiv e your entire messaging system or a portion of
it (for example, phrase files). For additional information on tape backup units, contact
your authorized representativ e.
Brooktrout TruFax Boards (Optional)
Two-port Brooktrout TruFax boards can be installed to use the Fax Solution™ fax mail
and fax retrieval features. The system recognizes a fax board only if the EPROM has
been programmed to contain the correct “signature.”  If a nonsignatured board is
detected during initialization, its ports are disabled. 
						

							Implementation and Service Manual  Gathering Necessary Information3-1
CHAPTER 3
Gathering Necessary Information
The steps prov ided in this chapter will help you to:
·  Collect information from the customer that you will use during the messaging
system installation and system setup process
·  Rev iew the information prov ided with the customer, v alidating completeness and
accuracy
·  Understand how that information is used during the messaging system
implementation process
As you follow the steps in this chapter, you will ask the customer to complete the
Preinstallation Configuration W orksheets prov ided behind the W orksheets tab in this
manual.
Information on using the data you obtain on these worksheets is prov ided in this chapter
and throughout this manual. 
						

							3. G athering Nec es s ary Inf ormation
Implementation and Service Manual  Step 1:  Complete the Preinstallation Configuration W orksheets3-2
Step 1:  Complete the Preinstallation Configuration Worksheets
There are 14 worksheets prov ided behind the W orksheets tab in this manual that are
collectiv ely referred to as the Preinstallation Configuration W orksheets. These
worksheets prompt the customer to prov ide information that will assist you as you install
and set up the customer’s messaging system. Before you begin the installation process,
ask the customer to complete the following sheets:
·  Company Profile Sheet
·  Call Flow Sheet
·  Single-Company Greetings Sheet or Multiple-Company Greetings Sheet
·  Attendant Menu Prompt Sheet
·  Call Queuing Prompts Sheet
·  Holiday Greetings Sheet
·  Class of Serv ice Sheet
·  COS Redefinition Sheet
·  Custom COS Definition Sheet
·  Mailbox Assignment Sheet
·  Auto Forward Sheet
·  Message Notification Sheet
·  V-Tree Design Sheet
Instructions on completing Preinstallation Configuration W orksheets are prov ided at the
top of each sheet. Though these instructions should be adequate, be sure to encourage
customers to contact you immediately with any questions.
To assist customers in completing certain sheets, be sure to prov ide them with the
following information, which is also included behind the W orksheets tab:
·  Class of Serv ice Information Sheet
·  Predefined COS Sheet
·  V-Tree Design Sheet Instructions and V-Tree Design Sheet Example
W hen asking customers to complete the worksheets, inform them that Prompt # and
Mailbox # fields that display in italics on many of the sheets will be completed by the
installer when the system is implemented at the site.
Step 2:  Agree on a Worksheet Return Date
In an effort to facilitate the implementation process, be sure to set a worksheet
completion target date with the customer. Contact the customer two or three days prior
to that target date to ensure that the worksheets will be completed on time and to
address any questions the customer may hav e. 
						

							3. G athering Nec es s ary Inf ormation
Implementation and Service Manual  Step 3:  Review W orksheet Information3-3
Step 3:  Review Worksheet Information
After you receiv e completed Preinstallation Configuration W orksheets from the
customer, rev iew each worksheet. Be sure to note:
· Missing worksheets
·  Missing worksheet entries
·  Seemingly inconsistent or odd worksheet entries
·  W orksheet entries that require optional add-on modules you had not prev iously
planned to include with the system
By carefully rev iewing the Preinstallation Configuration W orksheets your customer
provides, you can become increasingly familiar with the customer’s system needs and
expectations before you actually implement the messaging system. You can also identify
any additional optional modules that should be included with the system and were not
prev iously planned. Furthermore, by identifying missing or seemingly inconsistent data
now, you can immediately address worksheet entries that were confusing to or
overlooked by the customer to facilitate the actual installation and setup steps.
Step 4:  Understand How and When to Use Worksheet Data
The steps prov ided in this manual will guide you through the messaging system
installation and setup process and periodically refer you to specific customer entries on
the Preinstallation Configuration W orksheets, so you can make informed installation and
setup decisions. In general terms, you will be asked to refer to worksheet entries while
completing the following installation and setup tasks:
·  Configuring software parameters on the System Setup screens
·  Defining the functionality of the automated attendant
·  Setting up special features for the customer, such as V-Trees or Visual Mailbox
Note that, after you complete the entire system implementation process, you should
store all the worksheets you used throughout the process, along with any notes you
accumulated, behind the Customer Information tab in this manual. By doing so, you
hav e easy access to critical site contact information, system setup records, and other
information that can help you better support customers. 
						

							3. G athering Nec es s ary Inf ormation
Implementation and Service Manual  Step 4:  Understand How and W hen to Use W orksheet Data3-4
Notes: 
						

							Implementation and Service Manual  Understanding the Installation Process4-1
CHAPTER 4
Understanding the Installation Process
This chapter prov ides information on the general methodology you must follow to
successfully install, set up, and test the messaging system.
An Installation Checklist is prov ided separately with the messaging system to guide you
through the installation methodology. Copy and use this checklist each time you perform
a messaging system installation.
In almost all cases, the messaging system is deliv ered with all necessary v oice and fax
boards and both the OS/2 and Octel® 100 software preinstalled. Consequently, you may
not need to complete many of the hardware and software installation procedures
discussed in this manual. Information prov ided in each chapter instructs you whether you
should complete a specific installation procedure. 
						

							4. Understanding the Installation Process
Implementation and Service Manual  Installation Methodology Steps4-2
Installation Methodology Steps
The following table identifies each general system installation step and its purpose.
Detailed procedures for completing each step are prov ided throughout this manual.
Installation Step Purpose and Importance
Determ ine the custom er’s
system needs and gather
necessary customer
informationBy defining exactly what your customer needs from the
messaging system, you can address issues, concerns, and
questions early on, thereby facilitating communication and
avoiding confusion and surprises later. You can also make
informed decisions on the size of the system, type of hardware,
and the optional add-on modules necessary to meet your
customer’s needs. For additional information, see Chapter 2,
“Determ ining the Custom er’s System  Needs.”
Verify phone system
configurationDuring the installation process, you will need to provide specific
information on the customer’s phone switch and system. This step
prompts you to gather that information prior to installation, so that
you have all the information you need at hand. This step is
particularly critical if the switch at the customer’s site is not
among those supported by the system’s Integrator utility. The
Integrator utility sets several codes and parameters to those
settings best suited for a particular switch. For additional
information on the Integrator-supported switches, contact a
technical support representative. For additional information on
using Integrator, see Chapter 5, “Preparing the Hardware.”
Assemble the required
materialsTo facilitate the actual installation process, you need to assemble
all the materials you will be using. This helps to dramatically
improve your installation efficiency. A list of required materials is
included in the 
Installation Checklist, which is provided separately
with the messaging system.
Prepare the PC for
installationBefore you install the system on the PC, you must set up and
install certain hardware components such as the voice board and
sentinel. This step walks you through the procedures. For
additional information, see Chapter 5, “Preparing the Hardware.”
Install the OS/2 and
system softwareOn turnkey systems, the OS/2 and messaging system software is
preinstalled. If the software needs to be reinstalled, see Chapter 6,
“Installing the Software.”
Run the Configure utility The Configure utility enables the system to recognize the installed
voice and fax boards. On turnkey systems, the voice boards are
preinstalled in the system PC and the Configure utility is
preconfigured. For information on running the Configure utility,
see Chapter 7, “Setting Up the System to Recognize Voice and
Fax Boards.”
Run the Integrator utility The Integrator utility configures the system for use with the phone
switch installed at the customer site. The Integrator utility is
preconfigured on some systems. To determine if you must run the
Integrator utility, launch Integrator and verify that the Currently
Installed Switch field displays the name of the switch to which the
system will be connected. If the field displays None or if the name
displayed for the installed switch is incorrect, you must run
Integrator. For information on running the Integrator utility, see
Chapter 8, “Integrating with the Phone System.”
Run the Call Analysis
UtilityThe Call Analysis utility enables the system to recognize the
specific signals of the phone system to which it is connected. For
information on whether you must run the Call Analysis utility, refer
to Chapter 9, “Defining Phone System Signals.”