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NEC Call Forward Control Installation And Operations Manual

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    							NDA-30030-003 Revision 3Page 1
    Call Forward Control - Installation & Operations Manual INTRODUCTION
    Chapter 1 INTRODUCTION
    OVERVIEW
    Call Forward Control (CFC) is an application suite that enhances the forwarding of 
    incoming calls from both internal and external sources. The CFC programs use the 
    Status Monitor, Switch Control, and Service Set facilities of the NEAX2400 IMS 
    as accessed through the OAI. Telephones may be forwarded directly to an 
    extension using the Hard Forward feature. Incoming calls received by an extension 
    that has been forwarded to a monitored number may be routed to a specified 
    destination using the Call Routing feature. Both Hard Forwarding and Call Routing 
    can be controlled and tailored to suit the needs of the phone user based on time of 
    day and/or day of week/year.
    The CFC package consists of the following applications:
    • CFC Administration Program
     Call Routing Control Program (CRC)
     Hard Forward Control Program (HFC)
    CFC performs its call forwarding functions either within the Medical Center 
    System (MCS) or as an independent application in the Applications Manager 
    (APM) environment. Its communication with the NEAX PBX is based upon the 
    NEC Open Application Interface (OAI). Figure 1-1 below illustrates the 
    relationship of these system components.
    Figure 1-1   Call Forward Control System
    NEAX PBX Internal
    APM
    Password
    CFC
    IncomingHard ForwardTime
    Validate,
    Call Routing
    Special
    Medical Center
    Extensions
    Extensions
    TrunksSystem (MCS)
    Menus
    Administrator
    Control
    ControlParameters
    EventsProcess and
    Install
    ABReal-Time
    Call ReroutingMenu-Driven
    Administration
    Processes
    CRC
    HFC 
    						
    							Page 2NDA-30030-003 Revision 3
    INTRODUCTION Call Forward Control - Installation & Operations Manual
    OVERVIEW (Cont)
    The CFC Administration program is used to create and modify the telephone 
    databases and event schedules used by the HFC and CFC applications. Telephone 
    extensions can be grouped by common forwarding (HFC) and routing (CRC) 
    patterns. This grouping feature makes it possible to forward and/or reroute whole 
    departments at a time or different departments according to different schedules or 
    destination extensions. A Special Events table will allow Hard Forwarding and 
    Call Routing groups to override their normal routing patterns temporarily during a 
    specified time. 
    The Call Routing Control application runs in the background and performs the 
    routing of monitored extensions using tables created by the CFC Administration 
    application. CRC allows calls that originate internally to be routed differently than 
    calls that originate externally. The CRC application requires the assignment of 
    several monitored numbers, and phone users must forward their calls to these 
    monitored numbers to activate Call Routing for their telephone. The monitored 
    numbers will be associated with the call forwarding options available on the 
    NEAX2400 and the Dterm phone. These forwarding options are:
    Forward all calls.
    Forward calls when line is busy.
    Forward calls on no-answer.
    Each forwarding option has a list of possible destinations. The first idle extension 
    in the list is used as the routing destination. If all extensions are busy, then a default 
    destination is used.
    The Hard Forward Control application runs in the background and performs the 
    direct forwarding of extensions to specific destinations at scheduled intervals using 
    tables created by the CFC Administration application. Like the CRC application, 
    HFC destinations may be specified for each of the NEAX 2400 forwarding options 
    (all calls, busy, and no-answer). Unlike the CRC, HFC cannot route internal and 
    external calls differently, and it only supports a single destination for each 
    forwarding option. The HFC application may be used to forward phones 
    automatically to a monitored number used by CRC to provide automatic activation 
    of Call Routing.
    Briefly then, CFC makes it possible to:
    Assemble extensions into Hard Forward and Call Routing groups whose in-
    coming calls are forwarded and routed to the same destination(s).
    Implement different Hard Forward and Call Routing patterns at different 
    times for the same group.
    Assign different Hard Forward and Call Routing patterns to different NEAX 
    2400 forwarding options (i.e., all calls, busy, no answer).
    Route calls originating from internal extensions differently than calls origi-
    nating from telephones that are outside of the organization (Call Routing 
    only). 
    						
    							NDA-30030-003 Revision 3Page 3
    Call Forward Control - Installation & Operations Manual INTRODUCTION
    MANUAL  ORGANIZATION
    Chapter 2
    Chapter 2 of this manual provides detailed information to be used in the software 
    installation and configuration of Call Forwarding Control.  The APM Operations 
    Manual provides step-by-step instructions for entering the data that is presented in 
    this chapter.
    Chapter 3
    This chapter describes the system of interrelated assignments that can be made 
    through the CFC Administrator Main Menu.  Each Main Menu option is described 
    individually in a separate section in the chapter (e.g., Extensions, Groups, 
    Forwarding Patterns, etc.).  And each Main Menu option section contains 
    subsections for the actions that can be taken with that option.  For instance, 
    extensions can be added, deleted, modified, viewed, or printed.  So, within Section 
    3.1 Extensions, there is a separate subsection for each of these actions.  This 
    arrangement of subsections is true of most Main Menu options.
    Each description contains an illustration of the screen(s) involved, information that 
    is important to understand before making the assignment, and a step-by-step 
    procedure for actually manipulating the CFC screens and functions.   Because the 
    assignments are very detailed and their relationships are important, an Assignment 
    Worksheet, provided in the Main Menu Overview, makes it possible to plan and 
    prepare the assignments before actually making them in CFC.
    SCREEN  
    ILLUSTRATIONSThe CFC screen contains the three basic sections that are shown below on the 
    Main Menu and defined after the figure. 
    Figure 1-2   Main Menu with Screen Sections
    CFC AdministratorFri Apr 1 16:10 pm
    *** Main Menu ***
    Extensions 
    Hard Forward Control
    Call Routing Control
    Time Parameters
    Special Events
    Validate and Install
    Quit
    Arrow keys to move cursor,  to select,  to quit.
    Main Working AreaHeading or Title
    Message/Command Area 
    						
    							Page 4NDA-30030-003 Revision 3
    INTRODUCTION Call Forward Control - Installation & Operations Manual
    SCREEN  
    ILLUSTRATIONS 
    (Cont)Heading or TitleA display of the CFC name and a date and time stamp that 
    is periodically updated.
    Main Working AreaThe area in which CFC menus are displayed, input is 
    made to data entry prompts, and data is displayed for on-screen viewing.
    Message / Command AreaThe bottom of the screen where instructions (e.g., 
    Arrow keys to move cursor), commands (e.g., Add, Delete), and messages 
    (e.g., extension must be unique.) are displayed.
    The graphics in this manual illustrate both what is displayed on the terminal screens 
    and the movement from one or more previous screens to the one under discussion.  
    (See Figure 3)
    Figure 1-3   Screen Hierarchy and Movement
    CFC AdministratorFri Apr 1 16:10 pm
    *** Main Menu ***
    Hard Forward Control
    Call Routing Control
    Time Parameters
    Special Events
    Validate and Install
    Quit
    Arrow keys to move cursor,  to select,  to quitExtensions 
    CFC Administrator
    Fri Apr 1 16:10 pm
    *** Extensions ***
    Extension:
    Hard Forward Group Index:
    Call Routing Group Index:
    Add     D
    elete    M
    odify    V
    iew     P
    rint    Q
    uit Name or Department:
    CFC Administrator
    Fri Apr 1 16:10 pm
    *** Extensions ***
    Extension:
    Hard Forward Group Index:
    Call Routing Group Index:
     to return to command line Name or Department: 
    						
    							NDA-30030-003 Revision 3Page 5
    Call Forward Control - Installation & Operations Manual INTRODUCTION
    SCREEN  
    ILLUSTRATIONS 
    (Cont)Each Section Overview displays graphically the movement from the Main Menu 
    to the next screen level (i.e., Screen (1) to screen (2)).  Thereafter, each subsection 
    displays the movement from the second level screen to any third or fourth (i.e., 
    Screen (2) to screen (3)).  This progression of screens and the progression of 
    subsections by Main Menu options makes it easier to stay in touch in the manual 
    with the activity and position in the actual terminal screens.
    PROCEDURESEach description includes a step-by-step set of instructions on how to select and 
    move to the necessary screen and how to perform the possible actions.  As shown 
    below, the procedures are presented in a 2-column layout:  The left column 
    contains the action to be taken and the right, the results of having taken that action.  
    Where there are field entries to be made on the screen, this manual provides field 
    definitions in the right-hand column corresponding to the field name on the left.
    Figure 1-4   Procedure Layout
    GENERAL  KEY  
    USAGE
    Throughout CFC, the following keys serve the purposes indicated for each:  (Note:  
    Clear notation is made wherever other key or key combinations apply or these do 
    not.)
    ENTER Accepts an indicated selection or field entry.
    ESCGenerally exits the current screen or action to the most previous screen or 
    action.
    Arrow KeysMove the cursor in the direction indicated.  If more than one screen 
    full of items are displayed, press the DOWN arrow to scroll the list upwards and 
    the UP arrow to scroll the list downwards.
    Space BarSelects an option when more than one are available in a field; serves to 
    toggle among scrolled or side-by-side options in a field.
    BackspaceErases any data in a field.
    Action Result
    On the Extension menu, Press ENTER to 
    select the Add command.(1)The first field is highlighted for data entry. 
    (2)
    Enter data to the fields according to the defini-
    tions below, pressing ENTER after each 
    entry:
    Extension - The extension number being added 
    to the system; up to 5 digits in length; must be 
    assigned through the PBX MAT.
    Group Index - The index to the group definition 
    to which this extension is to be assigned; up to 
    3 digits in length.After ENTER is pressed on the last field, 
    the cursor returns to the command line.
    To exit the data entry screen, enter q to select the 
    Quit command.The original command line of the Extension 
    Database screen is displayed. 
    						
    							Page 6NDA-30030-003 Revision 3
    INTRODUCTION Call Forward Control - Installation & Operations Manual
    GENERAL  KEY  
    USAGE (Cont)Tab KeyPressed while in a field, displays information that corresponds to that field 
    in other options.  The following notation is includes in the description wherever 
    this key can be used.
    REQUIREMENTSTwo groups of hardware are required for any OAI application:  the User 
    Application Processor (UAP) and the Private Branch Exchange system (PBX). The 
    minimum configuration for each of these groups is specified below.
    UAP Basic Configuration
    Requires a UAP 1000 or equivalent system
    PBX Basic Configuration
    NEAX 2400 IMS with OAI compatible software
    Release J4.80 or greater
    Interface Processor (IP) Unit (or OAI module). The specific hardware 
    associated with the IP varies with the NEAX configuration -- IMG, MMG, 
    UMG. Detailed lists of the hardware are provided in the OAI Module 
    Installation Manual for the NEAX 2400 IMS.
    Press the TA B
     key while in the Group Index field to display the group
    Forwarding Pattern Index. Press ESC
     to exit the display. 
    						
    							NDA-30030-003   Revision 3Page 7
    Call Forward Control - Installation & Operations Manual INSTALLATION INTRODUCTION
    Chapter 2 INSTALLATION INTRODUCTION
    This chapter provides specific field entries that need to be made during the 
    installation and configuration of Call Forward Control.  In addition to this chapter, 
    use instructions in the following manuals for this installation:
    Applications Manager (APM) Installation Manual  – Contains step-by-step 
    instructions for installing the software from the release media.
    Applications Manager (APM) Operations Manual – Explains how 
    applications like Call Forward Control are configured in the APM environment 
    and how its databases are created, using the entries and values provided in this 
    chapter.
    NEAX2400 System Manuals – Give very detailed explanations about the 
    assignments that need to be made through the Maintenance Administration 
    Terminal (MAT) commands on the NEAX2400.
    Briefly, the installation and set up of CFC involves the following sequence of steps, 
    presented in this chapter as sections:
    Software  Installation
    This section describes installation and configuration of the Call Forward Control 
    software onto the User Application Processor from the release media.
    Application  Configuration
    Call Forward Control is internally supported by the APM and must be configured 
    in the APM environment.  Call Forward Control is comprised of three internal 
    components, all three of which must be configured.  SECTION 2.2 of this chapter 
    provides the information that must be entered into this APM configuration file.  
    Use the instructions provided in the APM Operations Manual to make the entries 
    contained in this section.
    Tenant Database Configuration
    The Call Forward Control applications use the Tenant Database, which is 
    configured using the APM. SECTION 2.3 of this chapter describes the creation and 
    modification of the Tenant Database under the APM. Use the instructions provided 
    in the APM Operations Manual to make the entries contained in this section.
    MAT Assignments
    There are data settings which must be assigned at the NEAX Maintenance 
    Administration Terminal (MAT) before Call Forward Control can function.   
    SECTION 2.4 specifies the necessary commands and the values at which they are 
    to be set. Use the instructions provided in the NEAX2400 IMS System Manuals 
    to make the entries contained in this section.
    Initialization / Termination
    Call Forward Control must be initialized (and terminated) through the APM 
    Operations Menu.  Use the instructions provided in the APM Operations Manual. 
    						
    							Page 8NDA-30030-003   Revision 3
    INSTALLATION INTRODUCTION Call Forward Control - Installation & Operations Manual
    The installation process, including its description in this manual and other manuals 
    that are necessary, is illustrated in Figure 2-1.
    Figure 2-1   Installation Requirements
    Initialization / Termination APM Operations
    Manual NEAX 2400 IMS
    Maintenance Administration
    Terminal (MAT) Assignments
    AMNO (Assignment of Monitored Numbers)
    AKYI (Assignment of Dterm Function Keys)
    NEAX 2400 IMS
    System Manuals Application Configuration
    Application Characteristics
    Primary Parameter Configuration
    OAI Facilities (Optional)
    OAI Configuration Parameters (Optional)
    User-Defined Parameters
    APM Operations
    Manual
    Software Installation
    Installationof Applications/Packages
    CALL FORWARD CONTROL
    INSTALLATION REQUIREMENTS
    APM Installation
    Manual
    Tenant Database Configuration
    Define Database Fields
    Build Master Database
    Specify Application Database Fields
    Process Application Database
    Install Application Database
    APM Operations
    Manual 
    						
    							NDA-30030-003   Revision 3Page 9
    Call Forward Control - Installation & Operations Manual INSTALLATION INTRODUCTION
    SOFTWARE INSTALLATION
    Installation of CFC software is initiated from the Applications Manager (APM) 
    Platform Administration Main Menu.  To display this menu, enter the login 
    apmadm at the UNIX prompt and press ENTER.  Using instructions in the APM 
    Operations Manual, select and implement the Installation of Applications/
    Packages option from this menu to load CFC software from release media.  As the 
    installation process executes, follow the steps described below as they correspond 
    to the screen display and make input as directed.   (Note:  Necessary input is shown 
    in boldface type.)
    _____________________________________________ 
    STEP 1:   
    Active CFC Application Check
    The first step performed during installation is to determine if any CFC applications 
    are currently running on the system. If there are no active CFC programs, then 
    installation continues with STEP 2. If CFC applications are running, then an error 
    screen is displayed and installation is terminated. Use the APM to terminate all 
    active CFC programs before attempting another CFC installation.
    STEP 2:   
    Existing CFC Installation Check
    The next check performed during installation is to determine if a previous version of CFC 
    is installed on the system. If CFC is not
     installed, then the Superuser (Root) Password 
    screen is displayed as described in STEP 3. If CFC is
     installed, then a warning screen is 
    displayed indicating that all CFC files will be saved in a backup directory if the installation 
    is continued. Type y 
     to continue or n  to terminate.
    The Call Forward Control Application is currently active.
    Installation cannot continue until Call Forward Control has
    been terminated through the Applications Manager.
    Press Enter to continue. [ ] 
    WARNING: An existing CFC installation was detected on this system.
    If you continue with this installation, all existing CFC files
    will be saved in the /oai/app/cfc.s1 directory.
    Do you wish to continue? (y/n) [y]  
    						
    							Page 10NDA-30030-003   Revision 3
    INSTALLATION INTRODUCTION Call Forward Control - Installation & Operations Manual
    SOFTWARE INSTALLATION (Cont)
    STEP 3:   
    Superuser (Root) Password
    Type the correct password for the root login and press  to continue. An 
    invalid password displays the message “Invalid root password. Do you wish to 
    continue? (Y/N) [ ]”. Type y  to try again, or n  to cancel 
    the installation.
    STEP 4:   
    MCS Enhancement or Independent APM Application
    At this point in the installation, a search is made on the system to find the Medical Center 
    software. If it is
     found, it is assumed that CFC is being installed to serve as an enhancement 
    to the Medical Center System, and the screen in STEP 5 is displayed. If Medical Center 
    software is not
     found, a status screen is displayed, indicating that if the installation is 
    continued, CFC will be installed as an independent APM application. Type y 
     
    to continue or n 
     to terminate.
    STEP 5:   CFC Directories and Database
    The next step performed during installation is to create the necessary CFC 
    directories. If a previous version of CFC is
     installed on the system, then a copy of 
    the current database is saved. If the current database format is compatible with the 
    new installation, the following status screen is displayed. Press the 
     key 
    at the prompt to continue to the next step.
    Super User (root) privileges are required.
    Please enter the Super User Password: su/root password .
    The CFC application can be installed as an extension
    of the Medical Center System or as an APM application.
    If you continue with this installation CFC will be
     installed as an APM application.
    Do you wish to continue? (y/n) [y] 
    Creating CFC directories...
    The existing /oai/app/cfc/data directory contains
    configuration information that is compatible with this
    version of the CFC. The /oai/app/cfc/data directory
    was left unchanged.
    Press Enter to continue. [ ]  
    						
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