Panasonic Courier Manager Installation Manual
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PanaVoice Courier Installation Manual 1 TABLE OF CONTENTS INTRODUCTION......................................................................................................................... 4 ADVANTAGES OF WINDOWS PLATFORM OVER DOS..................................................................... 4 WINDOWS KNOWLEDGE NEEDED TO INSTALL AND SUPPORT COURIER...................................... 4 ABOUT THE COURIER VOICE PROCESSING SYSTEM.................................................... 5 COURIER....................................................................................................................................... 6 COURIER PLUS............................................................................................................................ 8 COURIER UMS........................................................................................................................... 10 GETTING STARTED: PHYSICAL INSTALLATION........................................................... 13 TWO-PORT COURIER SCHEMATIC............................................................................................ 14 FOUR-PORT COURIER PLUS SCHEMATIC................................................................................ 15 FOUR-PORT COURIER UMS SCHEMATIC................................................................................. 16 API INTEGRATION...................................................................................................................... 18 Call Record............................................................................................................................ 18 Off Hook Voice Announce...................................................................................................... 18 GETTING STARTED: SOFTWARE PROGRAMMING....................................................... 20 DBS PROGRAMMING.................................................................................................................. 20 Telephone System Programming for API Integrated DBS Series.......................................... 20 Telephone System Programming for In-Band Integrated DBS Series................................... 22 Telephone System Configuration for In-Band Integrated 576 Series.................................... 23 CONSIDERATIONS FOR THIRD-PARTY VOICE MAIL..................................................................... 24 COURIER PROGRAMMING................................................................................................... 25 BOOTING THE APPLICATION........................................................................................................ 25 OPENING COURIER UI & LOGIN......................................................................................... 30 LOGIN.......................................................................................................................................... 31 PORTS......................................................................................................................................... 32 CONFIRM COURIER ANSWERS TELEPHONE.............................................................................. 32 HELP FILE ACCESS...................................................................................................................... 32 COURIER BASIC SET-UP INTERFACE........................................................................................ 33 System Parameters................................................................................................................. 34 Voice Mail Parameters.......................................................................................................... 35 PBX Parameters.................................................................................................................... 35 Port Specific Parameters....................................................................................................... 36 Mailboxes.............................................................................................................................. 37 Mailbox Maintenance............................................................................................................ 42 Name Directory..................................................................................................................... 57 System Greetings................................................................................................................... 60 System Greeting Schedules.................................................................................................... 63 System Greetings by Port....................................................................................................... 65 System Greeting Schedule by Trunk...................................................................................... 66 Audiotex................................................................................................................................. 67 SYSTEM ADMINISTRATOR OPTIONS FROM THE TELEPHONE................................ 76 BASIC DISPLAY AND NON-DISPLAY PHONE USE........................................................... 77 FIRST TIME USER SETUP...................................................................................................... 78
PanaVoice Courier Installation Manual 2 COURIER QUICK REFERNCE CARD................................................................................... 79 IVR PROCESSING..................................................................................................................... 80 IVR PARAMETERS...................................................................................................................... 80 IVR NUMBER MAINTENANCE..................................................................................................... 82 TRANSLATION NUMBERS..................................................................................................... 84 BROWSE..................................................................................................................................... 84 Guidelines.............................................................................................................................. 84 ADD............................................................................................................................................ 85 DELETE....................................................................................................................................... 86 STATISTICAL REPORTS......................................................................................................... 87 TRAFFIC...................................................................................................................................... 88 MAIL BOX SUBSCRIBER REPORT................................................................................................. 88 SYSTEM STATISTICS / EXECUTIVE SUMMARY REPORT (BY PORTS).............................................. 88 AUTOMATED ATTENDANT / CALL BREAKDOWN......................................................................... 88 AUTOMATED ATTENDANT / SUBSEQUENT TRANSACTIONS.......................................................... 89 MESSAGE CENTER TRAFFIC (FOR ALL PORTS)............................................................................. 89 EXTENSION REPORT.................................................................................................................... 90 MENU REPORT............................................................................................................................ 90 UTILITIES................................................................................................................................... 91 PURGE OLD MESSAGES............................................................................................................... 91 DISTRIBUTION LISTS............................................................................................................. 92 DISTRIBUTION LIST MAINTENANCE............................................................................................ 92 PARAMETERS........................................................................................................................... 94 SYSTEM PARAMETERS................................................................................................................ 94 AUTOMATED ATTENDANT PARAMETERS.................................................................................... 98 VOICE MAIL PARAMETERS....................................................................................................... 101 AUDIOTEX PARAMETERS.......................................................................................................... 105 PBX PARAMETERS................................................................................................................... 107 OPERATOR PARAMETERS.......................................................................................................... 110 PORT SPECIFIC PARAMETERS.................................................................................................... 112 TRANSACTION STATISTICS............................................................................................... 114 PBX WIZARD........................................................................................................................... 115 NIGHTLY MAINTENANCE ROUTINES............................................................................. 115 DATA FILES BACK-UP TO THE A: DRIVE................................................................................... 116 EXECUTION OF DAYSTATS.BAT FILE......................................................................................... 116 MESSAGE MAINTENANCE......................................................................................................... 116 INDEX FILE MAINTENANCE....................................................................................................... 116 OPTIONS................................................................................................................................... 116 FORCE USER TO LOGIN ON STARTUP........................................................................................ 116 LOG ALL ACTIVITY TO FILE....................................................................................................... 117 AUTO LOGOFF.......................................................................................................................... 117 COURIER FILES & FOLDERS.............................................................................................. 118 NETWORKING: NOVELL, NT & 98 SE.............................................................................. 120
PanaVoice Courier \ Installation Manual 3 INSTALLING A RE MOTE USER INTERFAC E................................................................. .122 INSTALLING U PDATES TO S O FT W ARE ........................................................................\ . .123 INSTALL SHIELD INSTALLATIONS........................................................................\ ...................... 123 SELF-EXTRACTING ZIP FILES........................................................................\ ............................ 123 SETTING THE JUMPERS........................................................................\ ...................................... 124 CONFIGURATION OF HARDWARE ........................................................................\ ........... 125 JUMPERS........................................................................\ ....................................................... .... 125 PHYSICAL INSTALLATION OF HARDWARE FOR UPGRADE.......................................................... 125 Machine Disassembly........................................................................\ .................................. 125 DRIVER CONFIGURATION........................................................................\ .................................. 126 NON-API SETUP AND TEST ROUTINE ........................................................................\ ...... 129 API SETUP AND TEST ROUTINE........................................................................\ ................ 129 API SETUP AND TEST ROUTINE........................................................................\ ................ 130 PCANYWHERE........................................................................\ ................................................ 131 RHETOREX ACCUCALL PLUS FOR WINDOWS ............................................................. 132 PURPOSE OF ACCUCALL PLUS FOR WINDOWS........................................................................\ ... 132 USING ACCUCALL PLUS FOR WINDOWS........................................................................\ ............ 132 LEARN NEW TONE COMMAND (TOOLS MENU)........................................................................\ . 132 LEARN NEW TONE DIALOG BOX........................................................................\ ....................... 133 LEARNING…DIALOG BOX........................................................................\ ................................ 133 APPENDIX 1 – AUDIOTEX MAINTENANCE WORKSHEET .......................................... 134 IOM 999 – FIRST LEVEL CHOICES........................................................................\ ............ 134 NEXT LEVEL CHOICES........................................................................\ ............................... 135 INDEX........................................................................\ ....................................................... ......... 136
PanaVoice Courier Installation Manual 4 INTRODUCTION ADVANTAGES OF WINDOWS PLATFORM OVER DOS Panasonic is a leader in providing 32-bit architecture for Microsoft Windows 98 and NT, with significant advantages for the user. Those advantages include: • Online System Administration while System is taking calls • Pop-up Menus for ease of System Set-up • Graphic Computer Program for easy point-and-click desktop messaging and phone management • On-Screen Help Files context-sensitive via F1 access • Remote diagnostics access for Trouble Shooting and/or Administration Additional system attributes include: • PBX Wizard for selection from predefined PBX Set-Up configurations • Caller ID options • Nightly automatic Dat file down-load to floppy drive • LAN connectivity • Internet connectivity • Access to 90,000 mailboxes • Extensive Class of Service customization WINDOWS KNOWLEDGE NEEDED TO INSTALL AND SUPPORT COURIER To install and support the PanaVOICE Courier, it is necessary to have: • A basic working knowledge of Windows 95/98/NT. • Familiarity with the task bar, the ‘Start’ button, and how to use Windows Explorer. • A comfort level with using the ‘mouse’ and a cursory knowledge of right and left ‘mouse’ button controls. • An understanding of ‘Network Neighborhood’ properties and TCP/IP settings. If the system is to be installed onto a network with client software installed remotely, such as the Courier UI (User Interface) or the Mail Quest, a more extensive familiarity with Microsoft networking will be needed.
PanaVoice Courier Installation Manual 5 ABOUT THE COURIER VOICE PROCESSING SYSTEM The PanaVOICE Courier Voice Processing System is a comprehensive Automated Attendant and Voice Mail application designed to deliver solutions for almost any customer application. The Courier line is comprised of three distinct systems, and is based on Microsoft’s Windows Operating System to take full advantage of Microsoft’s multi-tasking capabilities and tools. Each Courier platform can be configured as a stand-alone system to provide robust voice processing functionality, or can be connected to your office Local Area Network (LAN). Each Courier platform comes equipped with a Network Interface Card (NIC), so even if a company is not LAN-ready today, the Courier is. Each platform utilizes this NIC for different functions, which are explained later. The three distinct Courier platforms have been designed to meet individual market segments and customer applications from both a hardware standpoint, as well as software. In addition, the various PC’s and components have been configured to meet with our pricing strategy for these three segments. The following information will give you a general understanding of these three platforms, including some detailed information on the hardware specifications: Courier – Suitable for all In-Band integrated systems. Panasonic API integration includes all functionality excluding telephone display screens. Two to eight ports. Ports terminate in RJ-14 phone jacks. Windows 98 SE operating system. Courier Plus – Suitable for all In-Band integrated systems. Panasonic API integration includes all functionality including telephone display screens. Four to 16 ports. Ports terminate in RJ-14 jacks. Windows 98 SE operating system. Courier UMS – Suitable for In-Band integrated systems. Panasonic API integration includes all functionality including telephone display screens. Four to 32 ports. Ports terminate in RJ-14 connectors. Windows NT Workstation Operating System. All station connections to Courier voice processing systems will be analog. Ideally, you will terminate the voice mail extensions into RJ-14 jacks. A single phone cord can then run from the Courier to the wall jack for each two ports installed.
PanaVoice Courier Installation Manual 6 COURIER • 2 Ports to 8 Ports • Windows 98 SE Operating System • In-Band Integration with all Telephone Systems • API Integration includes all functionality excluding telephone display screens The Courier model provides exceptional value with its Windows 98 SE operating system and its Auto Attendant and Voice Messaging functionality for smaller telephone system configurations. The Courier model is available in 2 and 4 port base units, and can expand up to 8 ports as business needs require. As a standard feature of the Courier, a network Interface Card is built-in, which can be easily connected to your Network or directly to an individual office PC. This standard feature provides access to the Courier’s programming user interface so that the system can be administered right from the System Administrators desktop. Courier platforms having four (4) or more ports come equipped with a modem and PC Anywhere. The Courier two-port platform does not come equipped with a modem, however these useful tools can be purchased as an option. The modem and software also give access to the Courier programming from remote locations. An API (Application Processing Interface Card) can be added as an option to the DBS phone system and connected to the Courier model to provide call recording, off-hook voice announcement, and trunk mapping. The Courier model does not provide for any Display Screen Integration. The following details the Courier hardware specifications: The Courier motherboard supports up to seven expansion cards, all of which can be full length ISA cards, on an industry standard Baby AT format motherboard. Its compact size, high reliability and large number of expansion slots makes it an ideal alternative to expensive passive back-plane system architectures. FEATURES ♦ Long and stable product life cycle ♦ 7 expansion slots; supports up to 7 full length ISA cards ♦ Baby AT industry standard form factor ♦ High quality, long life components ♦ ISO 9002 certified manufacturing process ♦ Network Interface Card PROCESSOR ♦ AMD 133 MHz HARD DRIVE ♦ 1 GB Minimum FLOPPY DRIVE ♦ 1.44 MB
PanaVoice Courier Installation Manual 7 ISA NETWORK INTERFACE CARD ♦ 10 MB SYSTEM MEMORY ♦ 32 MB in three 72-pin SIMM sockets CONNECTORS ♦ 2 serial ports ♦ 1 parallel port ♦ 2 IDE connectors ♦ 1 floppy connector ♦ 1 mini-DIN-6 PS/2 mouse, ♦ 1 AT keyboard connector EXPANSION SLOTS (6-1-0) ♦ Six 16 bit ISA slots ♦ One shared 32-bit PCI/8-bit ISA slot PCB ♦ Four layer, Baby AT form factor ♦ 9.84 (25 cm) x 8.66 (22 cm)
PanaVoice Courier Installation Manual 8 COURIER PLUS • 4 Ports to 16 Ports • Windows 98 SE Operating System • In-Band Integration with all Telephone Systems • Full API Integration The Courier Plus model is also based on Microsoft’s Windows 98 SE Operating System, but delivers the next level of performance and additional expansion capability. The Courier Plus’s added functions are delivered as a result of a minimun 300 MHz processor and standard 32 MB of memory for optimum performance, and also come equipped with 4 built-in cooling fans As a standard feature of the Courier Plus, a net work Interface Card is built-in, which can be easily connected to your Network or directly to an individual office PC. This standard feature provides access to the Courier’s programming user interface so that the system can be administered right from the System Administrators desktop. This platform comes equipped with an internal 56K modem and PC Anywhere software for the purpose of remote access to the User Interface. For advanced integration with the DBS phone system, the Plus can also accommodate the DBS API as an option. This integration, among other things, provides both small and large screen telephone display information. This display permits access to the various features of the voice processing system without having to remember a wide variety of codes, resulting in a very user friendly system. The Courier Plus system can also provide Fax capabilities such as detect and routing. Through the Courier Plus’s built-in 10MB Network Interface Card, the system can be connected to your office LAN to Integrate your voice, and text messages directly on the users PC screen. This is accomplished by adding the Courier Mail Quest application to any of the users PC’s. This application permits users to listen, forward, delete, etc. voice, and text messages by the click of their mouse. The Courier Plus provides a choice of 4, 8, 12, or 16 ports base models. The following details the Courier Plus hardware specifications: The Courier Plus platform has the ability to support up to six ISA expansion cards on an industry standard Baby AT format motherboard. In addition, it offers many features designed specifically for industrial applications. FEATURES ♦ Long and stable product life cycle ♦ 7 expansion slots; supports up to 6 full length ISA cards ♦ Baby AT form factor ♦ Monitors fan, temperature, and power supply voltages ♦ High quality, long life components ♦ ISO 9002 certified manufacturing process ♦ Network Interface Card ♦ Internal 56K Modem & PC Anywhere
PanaVoice Courier Installation Manual 9 PROCESSOR ♦ AMD 300 MHz Minimum HARD DRIVE ♦ 6.4 GB Minimum FLOPPY DRIVE ♦ 1.44 MB ISA NETWORK INTERFACE CARD ♦ 10 MB SYSTEM MEMORY ♦ 32 MB CONNECTORS ♦ 2 connectors for external USB ports ♦ 2 serial ports ♦ 1 parallel port ♦ 2 IDE connectors ♦ 1 floppy connector ♦ 1 PS/2 mouse port ♦ 1 PS/2 or AT keyboard port ♦ 1 12-pin standard AT power supply connector ♦ 1 20-pin ATX power supply connector EXPANSION SLOTS ♦ 5 dedicated 16-bit ISA slots ♦ 1 shared ISA/PCI slot ♦ 1 dedicated PCI slot