Toshiba Strata Dk Admin/ Dk Backup User Guide

							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Keyboard Conventions
31Using DKAdmin/DKBackup
Keyboard Conventions
While working within DKAdmin/DKBackup, you can use the following keys to:
EscEscapes from the current screen/menu and returns you 
to the previous screen/menu.
Page Up/Page DownMoves to the previous/next questions screen.
EnterExecutes a screen selection/transaction.
Left/Right Arrow Moves the selection highlighter left/right.
Up/down Arrow Moves the selection highlighter up/down.
Spacebar Depending on the screen, toggles between selections 
for the field or selects the list item and places a check 
mark next to it.
1088DK
File
Backup
OptionsSelect Customer
Maintain Customer File
Dial DK
Hangup Connection
Transfer DK Data
About
Exit
Check Processor Type
Backup/Restore Data
View/Print Data
System Installation
Systems UtilitiesScreen Type/Color Installation
Printer Type Selection
System Miscellaneous Variables
User Password Level Setup
Communications Setup
ReIndex Files
Figure 5 DKBackup Main Menu Options 
						

							Using the Pull-Down Menus––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
32DKAdmin/DKBackup
Using the Pull-Down Menus
You can perform all basic operations from the Main 
Menu’s menu bar. When you select an item in the menu 
bar, a “pull-down” options menu appears, listing all the 
functions which you can perform (shown right).
äTo use a pull-down menu
1. Use the left/right arrow keys to highlight the item 
and press Enter. Or, if you prefer, you can type the 
highlighted letter for the item you wish to “pull 
down”:
F=File
B = Backup
O = Options
2. Once in a pull-down menu, you can use the same 
keyboard conventions you do to make a menu 
selection (use the up/down arrow keys or type the highlighted letter).
3. To close a menu, press Esc.
System Messages
At the bottom of each DKAdmin/DKBackup screen is a message line (see Page 5). Pay 
particular attention to this line as you work, since it displays important system information and 
processing options for the application or screen in which you are currently working.
Error Messages
If you make an incorrect entry while working in DKAdmin/DKBackup, you are sometimes 
prompted with an error message. This tells you why DKAdmin/DKBackup cannot process the 
attempted transaction. By reviewing the error message, you will be able to determine your 
error and successfully execute the desired transaction.
On-Line Help
DKAdmin/DKBackup offers you on-line help for many system operations. Should you have a 
question, press F1 (F1-Help must appear at the bottom of the screen to be active) to display 
an explanation of the operation in which you are currently working. To close the Help window, 
press Esc. 
						

							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Logging Off
33Using DKAdmin/DKBackup
Logging Off
äTo exit the DKAdmin/DKBackup system
1. Return to the DKAdmin/DKBackup Main Menu by pressing Esc until the Main Menu 
displays.
2. Highlight the File Menu option and press Enter, or type f.
3. Highlight Exit and press Enter, or type x.
DKAdmin/DKBackup shuts down and returns the screen to a DOS prompt.
CAUTION!Always exit the program properly before turning off your DKAdmin/
DKBackup PC. Turning off your PC before exiting the program, creates an 
indexing problem and produces run-time errors. (See Page 7 for information 
on correcting run-time errors.) 
						

							Logging Off–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
34DKAdmin/DKBackup 
						

							35File Menu
File Menu5
This chapter gives you step-by-step instructions on using the options available on the File 
Menu. The options are:
©Select Customer
©Maintain Customer File
©Dial DK
©Hangup Connection
©Transfer DK Data
©About
©Exit
Quick-start Procedures for Using DKAdmin
For an Existing Customer
äTo quickly use DKAdmin with a previously programmed Strata DK
1. Create a new customer record, using the Maintain Customer File option from the File 
Menu.
2. Select the newly created customer, using the Select Customer option from the File Menu.
3. If you will be Uploading/Downloading data between the DKAdmin PC and a Strata DK 
and you must dial via modem or Toshiba DIU to connect, use the Dial DK option to select 
and dial the customer; or, connect the DKAdmin PC directly to the DK system (see 
Appendix A – Connecting to Strata DK).
4. When the DKAdmin PC first connects to the Strata DK, verify that the selected customer 
processor is the same type as the one installed in the DK system. Highlight the Check 
Processor Type option under the Administration Menu and press Enter. Enter the 
applicable DK code. The Strata DK sends the processor type and version to the DKAdmin 
PC. 
5. Back up (download) the customer’s original data using the 
Backup option (F2) and (F3) 
from the Backup/Restore Data option under the Administration Menu.
6. Update the customer DK data, using options from the Administration Menu.
7. Restore (upload) the new data to the customer’s Strata DK, using the Restore option (F2) 
and (F4) from the Backup/Restore Data option under the Administration Menu. 
						

							Maintain Customer File––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
36DKAdmin/DKBackup
For a New Customer
äTo quickly use DKAdmin with a new installation of Strata DK
1. Create a new customer record, using the Maintain Customer File option from the File 
Menu.
2. Select the newly created customer, using the Select Customer option from the File Menu.
3. Program the customer DK data, using the ACD Administration Section and Program 
Administration Section options from the Administration Menu.
4. Dial the Strata DK, using the Dial DK option from the File Menu, or connect the 
DKAdmin PC directly to the Strata DK (see Appendix A – Connecting to Strata DK).
5. When the DKAdmin PC first connects to the Strata DK, verify that the selected customer 
processor is the same type installed in the DK system. Highlight the Check Processor Type 
option in the Administration Menu and press Enter. Enter the applicable DK code. The 
Strata DK sends the processor type and version to the DKAdmin PC. 
6. Initialize the Strata DK processor PCB by running Program 91-9 from the Initialization 
Programs option located in the Program Administration Menu (this option will interrupt 
service and drop all calls).
NoteIf initializing from a remote location, the DKAdmin PC must be connected to the 
Strata DK via modems as shown in Figure 18 on Page 132 only.
7. Restore (upload) the new data to the customer’s Strata DK, using the Restore option (F2) 
and (F4) from the Backup/Restore Data option in the Administration Menu.
Maintain Customer File
Using this option, you can insert a new customer, review and update a customer’s information, 
delete a customer or upgrade a customer’s processor.
NoteIn the procedures for upgrading a customer’s processor, the word “original” describes 
the existing processor and “new” describes the upgraded processor.
äTo access the Maintain Customer File option
1. Type m and the Customer 
List displays (shown 
right).
The list shows each 
customer’s ID, name, 
assigned directory, and 
the last date the 
customer’s Strata DK 
data was downloaded 
and uploaded. If 
upgrading a processor, 
you should always create 
a new customer, 
selecting the “original” processor (e.g., RCTUA,B, C/D, E/F) and the original software 
release (1, 2, 3 or 4). 
						

							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Maintain Customer File
37File Menu
äTo create a customer record or upgrade a customer’s processor
1. Press Ins to insert a 
record. A blank 
Customer File 
Maintenance Screen 
displays (shown right).
2. See Ta b l e  2 for a 
description of the 
fields on this screen. 
Press Enter after 
each entry.
Table 2 Customer File Maintenance Screen Fields 
FieldDescription
Customer IDEnter a unique customer ID, using up to eight alphanumeric characters. If you 
attempt to enter an existing customer ID code, the system displays an error 
message: Record exists.
Customer NameEnter the full customer name.
AddressEnter the customer’s street address.
AddressThe second address line may be used to enter a suite or PO number.
City, State, ZipEnter the customer’s city, state and ZIP code.
Country CodeEnter the three character country code.
Contact Name Enter a contact name, as applicable.
Country Ph. CodeEnter the three character foreign country telephone code.
Phone No., ExtEnter the customer telephone number (of the customer contact), including area 
code, and extension. This telephone number does not automatically dial out 
when using the Dial DK option and is only used as a reference for the customer 
telephone number.
DIU StringThe first part of the DIU string is automatically entered. You must enter the 
extension number (XXXX) of the DIU (modem pool or TTY PDIU-DS) after the 
ATDD option. This string is used when DIUs are used to connect DKAdmin/
DKBackup to the DK TTY port (see Figure 18 on Page 132 and Figure 20 on 
Page 135). The DIU String is sent to the DIU when pressing F2 or F3 from the 
Custom List screen of the Dial DK option.
Modem Dial StringEnter the complete modem string number when modems are used to connect to: 
an external modem connected to the TTY port, or the RMDS or IMDU built-in 
modems (see Figures 18 ~ 22 on Pages 132 ~ 139). This string is sent when 
using (F3)–DID/DIU/modem, (F4)–modem initial + modem dial string, or (F5)–
modem dial string only . 
						

							Maintain Customer File––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
38DKAdmin/DKBackup
After ConnectEnter the After Connect String when calling into a Strata DK modem pool (see 
Figure 20 on Page 135). It is recommended that you enter AT~~~ATDDYYY as 
the After Connect string (where YYY is the extension number of the PDIU-DS 
connected to the Strata DK TTY port).
Notes
lIf you are not using the modem pool function, the DK security code can be set 
on the After Connect line in each Customer File setup so it will be sent 
automatically to the Strata DK after connecting the DKAdmin/DKBackup PC to 
the Strata DK remotely via modems. Setting the DK security code in the After 
Connect String is optional.
lIn some cases, when connecting to older Release 1 processors or during heavy 
traffic conditions, the After Connect string may be sent and not recognized by 
the Strata DK. If this should occur, do not enter the DK security code in the After 
Connect string.
DK Model, ReleasePress Enter and the DK Model, Release dialog box appears. Highlight the 
appropriate processor type and software release number and press Enter.
Important!
lFor proper operation, be sure you select the appropriate software release.
lIf creating a new customer to upgrade a processor, select the current release 
level (i.e., if upgrading from RCTUB2, select Release 2).
lTo upgrade a Release 1 or Release 2 processor to Release 3 or Release 3.10, 
select Release 1 or 2; the upgrade process converts this line to Release 3.
lTo upgrade Release 3 to Release 3.10 processors, select Release 3.
Data DirectoryThe customer directory automatically defaults to the assigned customer ID. You 
may change the directory as desired. This is the directory in which all customer 
data is stored on the DKAdmin/DKBackup PC disk drive. DKAdmin/DKBackup 
automatically adds the “.DK” extension on the end of the directory. Table 2 Customer File Maintenance Screen Fields 
 (continued)
FieldDescription
DK14, WMAU, R1
DK16e, TMAU , R1
DK40, TMAU, R1
DK    , RCTU-A, R1/R2
DK    , RCTU-A, R3.1
DK    , RCTU-A, R4
DK    , RCTU-B, R1/R2
DK    , RCTU-B, R3
DK    , RCTU-B, R4
DK    , RCTU-CD, R1/R2
DK    , RCTU-CD, R3
DK    , RCTU-CD, R4
DK    , RCTU-EF, R3
DK    , RCTU-EF, R4 
						

							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Select Customer
39File Menu
NoteSee Appendix A – Connecting to Strata DK for DIU, modem, and After Connect dial 
settings.
3. When you have finished, press Enter to scroll to the bottom of the screen. Press Enter 
again to save the information. DKAdmin/DKBackup creates the necessary default DK 
files for this processor type and customer. When complete, the new customer has been 
added alphabetically by the Customer ID to the customer list and the DKAdmin/
DKBackup Main Menu is displayed. 
NoteIf upgrading a processor, select the original processor from which you are upgrading. 
For example, if you are upgrading from RCTUB to RCTU C/D, select RCTUB.
äTo modify a customer record
1. Highlight a customer, press Enter and the Customer File Maintenance screen displays.
2. Use the up/down arrow keys to highlight a field and update the information.
3. When you have changed the information, press Enter to scroll to the bottom of the 
screen. Press Enter again to save the information or Esc to exit without saving your 
changes.
äTo delete a customer record
1. Highlight a customer, and press Del. A Delete Record confirmation window appears on 
the screen.
2. Highlight Yes, press Enter, and the customer is deleted from the Customer List.
3. Press Esc to close the Customer List screen and return to the DKAdmin/DKBackup Main 
Menu.
Select Customer
Important!Before you can use any of the options in the Backup Menu, you must first select a 
customer. If you attempt to select an option from the menu without first selecting 
a customer, the following message displays: Please select a customer 
first!
äTo select a customer
1. Type f and the Select Customer option is highlighted.
Important!If you are uploading/downloading data between the DKAdmin/DKBackup PC 
and a Strata DK and you must dial via modem or Toshiba DIU to connect, use the 
Dial DK option to select and dial the customer. If the PC is connected directly to 
the Strata DK, use the Select Customer option (not the Dial DK option) to select 
the customer (see Appendix A – Connecting to Strata DK).
280BCKUP 1.0 
Conversion DirectoryIf you chose “Upgrade Installation Only” when installing the DKAdmin/DKBackup 
program, this field appears on your screen. It is no longer supported by the 
programs and should not be used. Table 2 Customer File Maintenance Screen Fields 
 (continued)
FieldDescription 
						

							Dial DK––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
40DKAdmin/DKBackup
2. Press Enter and the Customer List displays.
3. Highlight the desired customer, and press Enter. The DKAdmin/DKBackup Main Menu 
displays.
NoteIf you have multiple customers, you can use the Find function to move quickly to 
another customer by typing the first letter of the Customer ID number. The program 
highlights the first customer which matches your entry. Press Enter to select the 
highlighted customer or re-enter.
After selecting a customer, the bottom of the DKAdmin/DKBackup Main Menu displays a 
box along the bottom of the screen. This box displays important information about the 
customer, including the customer name, processor type, processor software version level, 
feature key installed on the processor, and the disk directory (see Figure 6).
Notes
lIf the new customer is selected, the default database for the customer’s processor is loaded 
into DKAdmin/DKBackup.
lSoftware version Release 3 applies to Release 3 and Release 3.1 processors.
You now may use the options in the Backup Menu to check the DK Processor or Backup/
Restore Data.
Dial DK
The DKAdmin/DKBackup to Strata DK communications link can be made via modems, 
Toshiba PDIUs or RPCIs, using the DKAdmin/DKBackup dialing strings (DIU, modem, and/
or After Connect).
Dialing strings are not necessary if the DKAdmin/DKBackup PC is connected directly to the 
Strata DK TTY Port (see Figure 16 on Page 130). Dialing Strings are set using the Maintain 
Customer or Dial DK menus. DIU and Modem Initialization Strings are set from the Options/
System Installation/Communications Setup. (See Appendix A – Connecting to Strata DK to 
establish communications between the Strata DK and the DKAdmin/DKBackup PC.) 
DKAdmin/DKBackup cannot be used to send or receive customer database information until a 
physical communication path has been established between the Strata DK and the DKAdmin/
DKBackup PC.
Customer 
NameProcessor 
Ty p e Processor
Software
VersionFeature Key 
Installed on 
ProcessorDisk
Directory
1085DK
Figure 6 On-screen Customer Information