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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 
    						
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