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. [ ]