NEC Attendant Management System Operations Manual
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NDA-30046 Revision 4.0Page ix Attendant Management System Operations Manual FIGURES LIST OF FIGURES Figure TitlePage 1-1 Attendant Management System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1-2 Screen to Screen Movement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1-3 Supervisor and Attendant Password Access Privileges . . . . . . . . . . . . . . . . . . . . . . . . 5 1-4 Password Entry Screen for Static Terminals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 1-5 Password Entry Screen for Network Terminals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1-6 Attendant ID Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 1-7 Selecting the Attendant ID. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 1-8 Inactivity Advance Warning Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 1-9 AMS Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 2-1 Super User Root . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 2-2 Status Message (1 of 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 2-2 Status Message (2 of 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2-2 Status Message (3 of 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2-2 Status Message (4 of 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2-3 Login Name Installation (1 of 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2-3 Login Name Installation (2 of 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2-3 Login Name Installation (3 of 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 2-3 Login Name Installation (4 of 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 2-4 Status Message (1 of 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 2-4 Status Message (2 of 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 2-5 Configuring the APM Components (1 of 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 2-5 Configuring the APM Components (2 of 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 2-6 AMS/Informix Prompt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 2-7 The Informix Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 2-8 AMS Database Prompt (1 of 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 2-8 AMS Database Indices Prompt (2 of 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 2-9 Installation Complete Status Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 2-10 SCO UNIX Subsystem Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 2-11 Attendant Station Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 2-12 AMS Platform Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 2-13 System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 3-1 Call Processing Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 3-2 Loop Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 3-3 Source Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 3-4 Destination Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 3-5 Status Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 3-6 Outgoing Call Placement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 3-7 Operator Functions for Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 3-8 Cancel Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 3-9 Hold Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 3-10 Release Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 3-11 Busy Camp Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 3-12 Source Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 3-13 Dest Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 3-14 Talk Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 3-15 Override Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Page xNDA-30046 Revision 4.0 FIGURES Attendant Management System Operations Manual Figure TitlePage 3-16 Forward Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 3-17 Do Not Disturb Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 3-18 Park A Caller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 3-19 Join Park Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 3-20 Directory Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 3-21 Message Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 3-22 Take A Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 3-23 Retrieve A Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 3-24 Printing A Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 4-1 Database Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 4-2 Add A Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 4-3 Delete A Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 4-4 Modify A Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 4-5 View Database Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 4-6 Print Database Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 5-1 Extension Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 5-2 Add an Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 5-3 Delete an Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 5-4 Modify An Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 5-5 View Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 5-6 Print Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 6-1 Login Name Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 6-2 Add an Attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 6-3 Delete an Attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 6-4 Modify an Attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 6-5 Modify an Attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 7-1 Real-Time Screening . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 8-1 System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 8-2 Basic Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 8-3 Announcement Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 8-4 Timer Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 8-5 Queue Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 8-6 Orbit Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 9-1 Display Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 9-2 Input Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 9-3 Database Administration Data Entry Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 9-4 Source Window Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 9-5 Directory Window Configuration Directory Lookup Display. . . . . . . . . . . . . . . . . . . . 133 9-6 Directory Lookup Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 9-7 Predefined Messages Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 9-8 Predefined Message Window on Call Processing Screen . . . . . . . . . . . . . . . . . . . . 135 9-9 Message Window Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 9-10 Message-Taking Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 10-1 Platform Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139 10-2 Install Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 10-3 Remove Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 10-4 Make Database Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
NDA-30046 Revision 4.0Page xi Attendant Management System Operations Manual FIGURES Figure TitlePage 10-5 Erase Database Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 10-6 Rebuild Database Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 10-7 Set Menu Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 10-8 (Screen #1 of Figure 10-7) - Data Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 10-9 (Screen #2 of Figure 10-7) - Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 10-10 (Screen #3 of Figure 10-7) - Directory Lookup Screen . . . . . . . . . . . . . . . . . . . . . . . 148 10-10 (Screen #4 of Figure 10-7) - Pop-Up Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 10-11 (Screen #5 of Figure 10-7) - Call Processing Screen . . . . . . . . . . . . . . . . . . . . . . . . 149 10-12 Database Table Record Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 10-13 Key Pad Value Test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 10-14 Terminal Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 10-15 InformiX dbaccess Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
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NDA-30046 Revision 4.0Page 1 Attendant Management System Operations Manual Introduction Chapter 1 Introduction The Attendant Management System (AMS) is a dynamic, on-screen computer emulation and enhancement of the business attendant console. AMS combines the NEC HDAC or D term phone with a keyboard and color ANSI monitor that are connected to a computer. The computer is equipped with the multi-tasking UNIX System V operating environment, the NEC Applications Manager support platform, and a comprehensive package of internal software components. Figure 1-1 Attendant Management System The NEC Open Applications Interface (OAI) enables communication between the AMS and the NEAX2400 IMS. When the HDAC or Dterm is connected to the NEAX2400, the OAI allows the screens on the ANSI monitors to show call processing information and the attendants to issue call processing requests from the keyboard. Internal Station Paging SystemRemote Computer NEAX 2400 IMS N e t w o r k Computer with UNIX, APM, Applications CRT access to computer software Attendant Management System Operator Station ANSI monitor & keyboard HDAC/HeadsetSerial Connection Music Announcement Trunk Trunk Lines
Page 2NDA-30046 Revision 4.0 Introduction Attendant Management System Operations Manual Manual Organization This manual is organized around the AMS Main Menu, as follows: Chapter 2 – Installation This chapter describes the hardware and software installation of AMS as well as the configuration files, databases, and other data and equipment assignments required by AMS. Chapter 3 – Call Processing Option This chapter provides an illustrated reference and procedural guide to all of the functions provided to AMS attendants. If attendants are not authorized for database management, entering an attendant login name and password moves the attendant directly onto the Operator Menu. Chapter 4 – Database Administration Option This chapter describes management of the various types of database records required by AMS, including employees, internal locations, external numbers (ANI), route numbers, attendant stations, and speed-dial keys. Chapter 5 – Extension Maintenance Option This chapter describes management of all of the extensions that may be needed for the Directory Assistance function or for those that contain more information useful to an attendant when answering calls from an extension. Chapter 6 – Login Name Maintenance Option This chapter describes the functions available for assigning and maintaining the login names and passwords. Chapter 7 – Real-Time Screening Option This chapter describes how the supervisor can display attendant call processing activity, with real-time display of changes as they occur in the system. Chapter 8 – System Configuration Option This chapter describes modifiable configuration parameters that are basic to the entire AMS system, including several that affect call processing activity, incoming routes to each attendant, and the priority system by which incoming calls are answered. Chapter 9 – Display Configuration Option This chapter describes the processes by which the supervisor can define the fields that are displayed for input and for information during daily operation within the AMS. You can use this option to make the AMS on-screen displays site-specific. Chapter 10 – Platform Management This chapter provides illustrated instructions for performing various tasks in the software platform that supports AMS, including backing up the database, managing database indexes, resetting AMS screen colors, and displaying AMS records. Chapter 11 – Process and Error Messages This chapter presents an alphabetical list of the messages that may appear throughout AMS screen operations, with a brief description of their meaning and recovery measures, if needed.
NDA-30046 Revision 4.0Page 3 Attendant Management System Operations Manual Introduction Chapter LayoutMost often, Main Menu options are pathways to second-level menus of options, new series of command functions, or Call Processing screen functions. The chapters in this manual describe tasks in the same order as the tasks are presented on the Main Menu and its submenus. Each multi-level chapter begins with an overview of the entire chapter. Then, each second-level menu option, command, or function is described in a separate section. Each section includes an illustration of the screen(s) or window(s) you use to perform a procedure, information related to the procedure, and step-by-step instructions. The graphics in this manual show both what is displayed on the terminal screens and the movement from screen to screen, as shown below in Figure 1-2. Figure 1-2 Screen to Screen Movement This manual shows movement between screens by numbers in parentheses beside each screen in the graphic. This movement is shown in the same way in each procedure where the screens are discussed. ProceduresEach description includes step-by-step instructions on how to select and move to the required screen and how to perform all possible actions. The procedures are presented in a two-column layout. The left column contains the action to be taken and the right column shows the results of that action. This manual also provides the field names on the left and the corresponding definitions on the right for screens that require field entries. Attendant Management System Tue Aug 17 09:02 am *** Main Menu *** Call Processing Quit Database Administration *** Database Administration *** Route Numbers Internal (2) (3) (1) Employees *** Employees *** Name: Title: Extension: Action Result On the Main Menu, select the Database Administration option. (1)The Database Administration menu appears. (2) On the Database Administration menu, select the Employees option.The Employees data entry screen appears for data entry. (3)
Page 4NDA-30046 Revision 4.0 Introduction Attendant Management System Operations Manual General Key UseThroughout AMS, the following keys generally serve the purposes shown for each: Enter–Accepts a highlighted selection or field entry. Esc – Generally exits the current screen or action and redisplays the last screen or action. Arrow keys – Move the cursor in the direction shown. Space Bar – Selects an option when more than one is available in a field; serves to toggle among scrolled or side-by-side options in a field. Backspace – Erases any existing data in a field. Tab key – Expands on-screen information about entries to a highlighted field. Note: These keys generally work as noted above. However, certain procedures use these keys differently or use other keys and key combinations. This manual notes the situations where these keys may differ. Operator Features AMS attendants experience the speed and accuracy of computer-enhanced call processing. The AMS interactive on-screen interface makes it possible to perform the functions common to a business attendant console, including: Display and retrieve call destinations from a computer database for automatic call placement. Park incoming calls on an announcement trunk for paging purposes and subsequent retrieval. Enter messages for employees for later retrieval. Supervisor Features AMS provides the following user-friendly, menu-driven supervisory capabilities, secured by password security, for managing AMS attendant resources: Administration of the large variety of database records that are required by the AMS attendant features, including internal/external telephone numbers, employee data, and speed-dial keys Management of extension assignments within the AMS environment Management of system configuration information that affects data storage and management as well as attendant call processing Administration of the AMS password security system and assignment of access levels Viewing of an on-screen display of real-time attendant activity
NDA-30046 Revision 4.0Page 5 Attendant Management System Operations Manual Introduction Unique FeaturesAMS offers unique features not available previously on the attendant consoles it emulates. These features make it possible to custom-fit AMS services to each organization’s needs. With AMS, you can tailor the database records to site requirements and select the information displayed on the attendant screen for source and destination callers. Password Security Login Name Login names can be configured with or without supervisor privileges. A login name configured with supervisor privileges can access the Main Menu for managing the system and the database. Other login names allow the user to access call processing functions and can be configured for Database Administration privileges. Figure 1-3 Supervisor and Attendant Password Access Privileges Attendant ID If the attendant enters 0 at the Attendant ID prompt in the password entry screen from a network terminal, the login name must have supervisory privileges. Otherwise, the attendant will not be allowed to log in to the AMS. When a login name without supervisor privileges is entered with the Attendant ID of “0,” the message “Does not have supervisory privileges” appears at the bottom of the screen and the attendant must attempt to log in again. (See “Logging In From a Network Terminal” on page 7 for more information.) Attendant Call Processing or Call Processing Database AdministrationSupervisor Database Administration Extension Maintenance Login Name Maintenance Real-Time Screening System Configuration Display Configuration Password Entry
Page 6NDA-30046 Revision 4.0 Introduction Attendant Management System Operations Manual Entering and Exiting AMS Logging In To a Static Te r m i na lType ams at the login prompt and press Enter to log in at the UNIX level. Enter the password at the prompt if a password prompt appears. (Some systems do not use access security at this level.) Note: The UNIX login may not be required if the AMS is configured to automatically display the AMS login screen. (See “Constantly Display The Login Screen” on page 32 for more information.) Once you are logged in to the static terminal, the AMS password entry screen appears as shown in Figure 1-4 below. Figure 1-4 Password Entry Screen for Static Terminals Note: To enter AMS, you must type your login name and password exactly as configured by the Supervisor through the Login Name Maintenance option on the AMS Main Menu. (See Chapter 6, “Login Name Maintenance,” on page 95 for more information.) At the Login Name prompt, type your login name and press Enter. The cursor moves to the password prompt. Type your password and press Enter to enter the AMS. Attendant Management System *** NEC Proprietary *** to accept, to quit Login Name: Password:Wed Feb 2 11:23 am