Toshiba Strata Dk Admin/ Dk Backup User Guide
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March 1999 726+,%$Telecommunication Systems Division Digital Business Telephone Systems DK Admin/DK Backup Release 4 User Guide
Publication Information Toshiba America Information Systems, Inc., Telecommunication Systems Division, reserves the right, without prior notice, to revise this information publication for any reason, including, but not limited to, utilization of new advances in the state of technical arts or to simply change the design of this document. Further, Toshiba America Information Systems, Inc., Telecommunication Systems Division, also reserves the right, without prior notice, to make such changes in equipment design or components as engineering or manufacturing methods may warrant. DKA-UG-ADBKP-VC Version C, March 1999 Version B2, November 1998 Version B1, October 1998 Version B, May 1998 Version A, April 1997 © Copyright 1999 Toshiba America Information Systems, Inc. Telecommunication Systems Division All rights reserved. No part of this manual, covered by the copyrights hereon, may be reproduced in any form or by any means—graphic, electronic, or mechanical, including recording, taping, photocopying, or information retrieval systems—without express written permission of the publisher of this material. Strata and Perception are registered trademarks of Toshiba Corporation. Stratagy is a registered trademark of Toshiba America Information Systems, Inc. Trademarks, registered trademarks, and service marks are the property of their respective owners.
iContents Contents Introduction Organization .......................................................................................................................................... vii Conventions.......................................................................................................................................... viii Screen Variations........................................................................................................................... viii Related Documentation .......................................................................................................................... ix How To Use This Manual ...................................................................................................................... ix Chapter 1 – The Grand Tour Capabilities.............................................................................................................................................. 1 Basic Operations ..................................................................................................................................... 2 Screen Conventions................................................................................................................................. 4 Chapter 2 – Installing DKAdmin Step 1: Check System Requirements .................................................................................................... 7 Step 2: Power Up DKAdmin PC ........................................................................................................... 8 Step 3: (Optional) Make Installation Floppy Disks ..............................................................................9 From Windows ................................................................................................................................. 9 From DOS Only PC.......................................................................................................................... 9 Step 4: Install DKAdmin ..................................................................................................................... 10 Windows PC from CD-ROM .........................................................................................................10 Windows PC from Floppy Disks ....................................................................................................10 DOS Only PC from CD-ROM........................................................................................................11 DOS Only PC from Floppy Disks ..................................................................................................11 Step 5: Run DKAdmin Program ......................................................................................................... 12 Start-up DKAdmin under Windows 98, 95 or Windows NT 4.0 ................................................... 12 Start-up DKAdmin in MS-DOS .....................................................................................................12 Run DKAdmin................................................................................................................................ 12 Set Windows DKAdmin Program Properties ................................................................................. 13 Step 6: Connect to the Strata DK Telephone System ......................................................................... 15 Chapter 3 – Installing DKBackup Step 1: Check System Requirements .................................................................................................. 17 Step 2: Power Up DKBackup PC ........................................................................................................ 18 Step 3: (Optional) Make Installation Floppy Disks ............................................................................ 19 From Windows ............................................................................................................................... 19 From DOS Only PC........................................................................................................................ 19 Step 4: Install DKBackup .................................................................................................................... 20 Windows PC from CD-ROM .........................................................................................................20 Windows PC from Floppy Disks ....................................................................................................20
iiDKAdmin/DKBackup DOS Only PC from CD-ROM........................................................................................................21 DOS only PC from Floppy Disks ...................................................................................................21 Step 5: Run DKBackup Program ........................................................................................................ 22 Start-up DKBackup under Windows 3.11, 95, 98 or Windows NT 4.0 ......................................... 22 Start-up DKBackup in MS-DOS ....................................................................................................22 Run DKBackup............................................................................................................................... 22 Set Windows DKBackup Program Properties ................................................................................ 23 Step 6: Connect to the Strata DK Telephone System ......................................................................... 25 Chapter 4 – Using DKAdmin/DKBackup Before You Start ................................................................................................................................... 27 Logging On ........................................................................................................................................... 27 DKAdmin ....................................................................................................................................... 27 DKBackup ...................................................................................................................................... 30 Keyboard Conventions .......................................................................................................................... 31 Using the Pull-Down Menus ................................................................................................................. 32 System Messages .................................................................................................................................. 32 Error Messages ...................................................................................................................................... 32 On-Line Help ........................................................................................................................................ 32 Logging Off........................................................................................................................................... 33 Chapter 5 – File Menu Quick-start Procedures for Using DKAdmin ........................................................................................35 For an Existing Customer ............................................................................................................... 35 For a New Customer ....................................................................................................................... 36 Maintain Customer File......................................................................................................................... 36 Select Customer .................................................................................................................................... 39 Dial DK ................................................................................................................................................. 40 Hangup Connection............................................................................................................................... 42 Transfer DK Data .................................................................................................................................. 42 About ..................................................................................................................................................... 42 Exit ........................................................................................................................................................ 42 Chapter 6 – Administration Menu (DKAdmin) View Cabinet Diagram.......................................................................................................................... 44 Check Processor Type ........................................................................................................................... 44 System/Station Administration ............................................................................................................. 44 Programming/Updating System .....................................................................................................46 Printing Port/Station Information (F3) ........................................................................................... 47 System Speed Dial Number (F7) .................................................................................................... 48 System LCD Messages (F8) ........................................................................................................... 49 Station Port Attributes (Ctrl Enter)................................................................................................. 49 Saving/Uploading Programmed Data (F9) ..................................................................................... 56 Flexible Button Programming Section .................................................................................................. 61 Telephone Flexible Button Assignments........................................................................................ 61 Add-On Module Button Assignments ............................................................................................ 63 DSS Console Button Assignments .................................................................................................65 Attendant Console Flexible Button Assignments........................................................................... 66
iiiContents Speed Dial Programming Section ......................................................................................................... 68 System Speed Dial Numbers .......................................................................................................... 68 Station Speed Dial Numbers........................................................................................................... 69 ACD Administration ............................................................................................................................. 70 ACD Programs ............................................................................................................................... 70 ACD Agent Programs..................................................................................................................... 72 Program Administration Section ........................................................................................................... 73 View All Programs (Download, Edit, Upload) .............................................................................. 74 Security Maintenance Section .............................................................................................................. 77 Program Security (Default Levels) ................................................................................................. 78 Directory Number Administration ........................................................................................................ 85 DNIS Administration ............................................................................................................................ 89 DNIS/DID/ANI Line Assignments ................................................................................................ 89 DNIS Number/Name/Ringing/VM-ID Assignments ..................................................................... 90 DNIS Network Table Assignments ................................................................................................ 91 DNIS Tenant Lock Assignments ....................................................................................................92 Distributed Hunt Group Administration ............................................................................................... 92 Call Forward Assignments .................................................................................................................... 93 E911/CAMA Trunk Programs (R4 Only) .............................................................................................94 ISDN Programs (R4 Only) .................................................................................................................... 97 Backup/Restore Data............................................................................................................................. 98 View/Print Data..................................................................................................................................... 98 Chapter 7 – Backup Menu (DKBackup) Check Processor Type ......................................................................................................................... 100 Backup Data ........................................................................................................................................ 100 Restore Data ........................................................................................................................................ 102 Upgrade ............................................................................................................................................... 107 Upgrading a Customer’s Processor .............................................................................................. 107 Strata DK Processor PCB Upgrade .............................................................................................. 107 View/Print Data................................................................................................................................... 115 Chapter 8 – Options Menu System Installation .............................................................................................................................. 117 Company General Information .....................................................................................................117 Screen Type/Color Installation ..................................................................................................... 118 Printer Type Selection .................................................................................................................. 119 System Miscellaneous Variables ..................................................................................................120 User Password Level Setup .......................................................................................................... 121 Communications Setup ................................................................................................................. 124 System Utilities ................................................................................................................................... 125 ReIndex Files ................................................................................................................................ 125 Appendix A – Connecting to Strata DK Hardware Requirements ...................................................................................................................... 127 System Connection Configurations..................................................................................................... 127 PIOU/PIOUS/RSSU/RSIU Setup ....................................................................................................... 128 Calling Strata DK Using the Dialer .................................................................................................... 129
ivDKAdmin/DKBackup Direct Connection to Strata DK .......................................................................................................... 130 Connection to Strata DK Via Toshiba Data Interface Units ...................................................................................................................... 131 Customer Dialer Setup.................................................................................................................. 131 To Make Connection .................................................................................................................... 131 Remote Modem Connection to External Modem/TTY Port ......................................................................................................................... 132 Communication Setup .................................................................................................................. 132 Customer Dialer Setup.................................................................................................................. 132 To Make Connection .................................................................................................................... 132 Voice Call Transferred to Modem Connection ................................................................................... 133 Communication Setup .................................................................................................................. 133 Customer Dialer Setup.................................................................................................................. 133 To Make Connection .................................................................................................................... 134 Remote Modem Connection to Modem Pool...................................................................................... 135 Communication Setup .................................................................................................................. 135 Customer Dialer Setup.................................................................................................................. 135 To Make Connection .................................................................................................................... 136 PC DIU/DIU Modem Pool Connection to Strata DK Modem............................................................ 137 Voice Call First, then Modem to Modem Connection ................................................................. 137 Communication Setup .................................................................................................................. 137 Customer Dialer Setup.................................................................................................................. 137 To Make Connection .................................................................................................................... 138 PC DIU/DIU Modem Pool Connection to Strata DK Modem............................................................ 139 DIU to DIU Connection, then Modem to Modem Connection .................................................... 139 Communication Setup .................................................................................................................. 139 Customer Dialer Setup.................................................................................................................. 139 To Make Connection .................................................................................................................... 140 PDIU-DS Modem Pool Installation .................................................................................................... 141 To Make Connection .................................................................................................................... 141 External Maintenance Modem Installation................................................................................... 142 Appendix B – DK424 RCTUE/F Upgrade Using DKAdmin Upgrading to RCTUE/F ...................................................................................................................... 145 Off-site Upgrade ........................................................................................................................... 145 On-Site Upgrade ........................................................................................................................... 146 Important Things to Do After Upgrading to an RCTUE/F Processor ................................................ 147 Appendix C – Upgrading Strata DK Systems to DK424 Release 4.0 DK424 Release 4.0 Upgrade Procedure.............................................................................................. 150 Upgrading Strata DK Systems to DK424 Release 4.0 ........................................................................ 151 DK424 Release 4.0 Upgrade Programming Example......................................................................... 154 Cabinet Station Port Counting Before/After Release 4.0 Upgrade .............................................. 154 System/Station Administration Screen Before/After Release 4.0 Upgrade ................................. 155 Program Changes Before/After Release 4.0 Upgrade .................................................................. 157 Index ...................................................................................................................................................... 161
vii Introduction This User Guide introduces you to the DKAdmin/DKBackup programs (previously called 280Admin/280Backup) which support the Strata DK14, DK16e, DK40 and DK424 digital telephone systems. NoteDKAdmin/DKBackup Release 4 software supports Strata DK14, DK16e, DK40, DK280 and DK424 systems. It guides you step-by-step to mastering the few simple procedures that enable you to fully utilize DKAdmin/DKBackup. With this accomplished, you will find DKAdmin/DKBackup to be invaluable tools. Organization This guide contains the following information: ©Chapter 1 – The Grand Tour gives you a general description of the capabilities, screen conventions and basic operations of the DKAdmin/DKBackup programs. ©Chapter 2 – Installing DKAdmin shows you how to install DKAdmin onto your PC. ©Chapter 3 – Installing DKBackup shows you how to install DKBackup onto your PC. ©Chapter 4 – Using DKAdmin/DKBackup explains how to log on and off of DKAdmin/ DKBackup, as well as how to use the pull-down menus, view and respond to system messages, and understand the keyboard conventions. ©Chapter 5 – File Menu provides easy step-by-step instructions for using DKAdmin/ DKBackup to program and update the Strata DK, including procedures for both new and existing customers. The chapter also includes instructions on how to transfer data to a floppy disk. ©Chapter 6 – Administration Menu (DKAdmin) provides complete how-to instructions on using the Administration Menu options (e.g., flexible key and speed dial programming, system/station and ACD administration, etc.). ©Chapter 7 – Backup Menu (DKBackup) provides detailed instructions on checking the processor type, backing up and restoring system data, and upgrading processors. This menu is only available in the DKBackup program. The options available on this menu — Check Processor Type, Backup/Restore Data, and View/Print Data — also appear on the DKAdmin Administration Menu. ©Chapter 8 – Options Menu explains how to change basic system parameters, maintain your communication setup, view and print data, reindex files, and view system files. ©Appendix A – Connecting to Strata DK shows how to connect a DKAdmin/DKBackup PC to the Strata DK telephone system.
Conventions––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– viiiDKAdmin/DKBackup © Appendix B – DK424 RCTUE/F Upgrade Using DKAdmin ©Appendix C – Considerations for Upgrading DK Systems to DK424 Release 4.0 ©Index Conventions This guide uses the following conventions: NoteElaborates specific items or references other information. Within some tables, General Notes apply to the entire table and numbered Notes apply to specific items. Important!Calls attention to important instructions or information. CAUTION!Advises you that hardware, software applications or data could be damaged if the instructions are not followed closely. Couriershows a computer keyboard entry or screen display. “Type” indicates entry of text. “Press” indicates pressing the designated key. Example of both: Type prog then press Enter. + shows a multiple PC keyboard or phone button entry. Entries without spaces between them show a simultaneous entry. Example: Delete+Enter. Entries with spaces between them show a sequential entry. Example: # + 5. ~ means “through.” Example: 1 ~ 5. ädenotes the beginning of a procedure. ädenotes the step in a one-step procedure. Letters in [brackets] represent buttons which have Directory Numbers on them. For example: [DN] Directory Number button (also known as an Extension or Intercom Number). [PDN] Primary Directory Number button (the extension Number for your telephone). [SDN] Secondary appearance of a [PDN]. A [PDN] which appears on another telephone is considered an [SDN]. [PhDN] Phantom Directory Number button (an additional Directory Number). Screen Variations The DKAdmin/DKBackup screens may vary from those shown in this document as selection items are periodically modified.
–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Related Documentation ix Related Documentation The following documents can be used to reference more information about the Strata DK systems. ©Strata DK Programming Manual provides all instructions necessary to program the system and system record sheets. ©Strata DK Installation & Maintenance Manual provides installation instructions for configuring and installing the Strata DK14, DK16e, DK40 and DK424. It also includes T1/DS-1 interface installation and configuration instructions and fault finding provides flowcharts to troubleshoot the systems, and user guides for stations and peripherals. An ACD Section provides instructions for installing ACD into the Strata DK424 and includes all ACD programming instructions and record sheets. ©Strata DK Library CD-ROM – contains all current Strata DK documentation and enables you to view, print, navigate and search publications. How To Use This Manual You can use this guide in a variety of ways, depending on your level of experience with the system and your assigned password level. If you are a new user of DKAdmin/DKBackup, you should attempt to read this entire guide. It introduces you to all the features and procedures of the system and will enable you to begin working with DKAdmin/DKBackup quickly. If you are proficient in using DKAdmin/DKBackup, you may still have questions from time- to-time about a particular function or procedure. Use the Index to locate a subject or item that you may have questions about, or scan the Contents.
How To Use This Manual––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– xDKAdmin/DKBackup