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Toshiba Strata Dk14, Dk40i, Dk424 Installation And Maintenance Manual
Toshiba Strata Dk14, Dk40i, Dk424 Installation And Maintenance Manual
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Computer Telephony Integration Using StrataLink for CTI Connections Strata DK I&M 5/9913-11 Computer Telephony IntegrationAdd/Change a Trigger Rule When adding or changing a rule, Filters and Conditions fields display on the Add/Change Trigger Rule screen (see Figure 13-6): Figure 13-6 Add/Change Trigger Rule Filters When the triggering event occurs, it may need to pass specific filters or conditions before the Action is performed. The Filters (see Figure 13-6) are: ©Caller ID – required/not required. If there is no Caller ID associated with a call, you may not want to have an Action performed. The most common example is “Screen Pop” where you may select “any Number” to not perform the action until a Caller ID number has been received. To trigger an event anytime a call rings, regardless of whether Caller ID is present, you need select “none Required.” ©Trigger Delay – a short delay, expressed in tenths of a second, that will occur prior to the action. The delay is needed to allow the Caller ID or other information to be received prior to performing the action. ©Appearance – the Trigger can be used on any line or a specific line. If the same Trigger applies to some lines but not to others, the rule must be entered for each line to which the rule applies. Buttons having the same name need only one rule, e.g., two buttons labeled 205 would have the same action whenever either ring when a Trigger Rule for Call Ringing is created for appearance 205. Conditions Conditions (i.e., Phone State, shown in Figure 13-6) include performing the action “if not talking” or “if trunk number is available.” You may not want to have an Action performed while you are talking on a call. Again, a common example is to screen pop only “If Not Talking”. This prevents an Action from occurring until you are finished with the call or placed it on hold. 3535
Computer Telephony Integration Using StrataLink for CTI Connections 13-12Strata DK I&M 5/99 Actions and Parameters Actions are set up by the installer to perform a specific function (e.g., Screen Pop Goldmine, Pop Telemagic, or Beep My Pager). These Actions can then be used as part of a Trigger Rule and performed when a specific event occurs. The existing Actions can be displayed (Figure 13-7), edited, deleted or new Actions added. Figure 13-7 Add/Change Actions Important!Deleting or adding Actions without instructions from Toshiba or knowledge of your program’s DDE commands is not recommended. Toshiba supports editing actions that are based on Application Notes. Add/Edit Action When adding or editing an Action, the following fields are displayed (see Figure 13-8 and the following text): Figure 13-8 Add/Edit Actions Important!Changes to these items without specific instructions in the program’s Application Notes is not supported by Toshiba. 3533 3543
Computer Telephony Integration Using StrataLink for CTI Connections Strata DK I&M 5/9913-13 Computer Telephony IntegrationAction Name – Every event Action has a “Name” that you should set to describe the result the action, such as “Beep My Pager.” This name is used in the Trigger Rules. Ty p e – Select the Action to be performed from the pull-down menu. Each Action has one or more parameters that must be provided by the user/installer. These parameters often contain “tokens” that enable the inclusion of real-time information (e.g., Caller Phone Number, Date, Time, etc.). The choices are as follows: ©DDE Execute – Sends a specific DDE command to the program you specify. This Action is very flexible and can be used to communicate with many different types of programs for a variety of purposes (e.g., Screen Pop). DDE Execute String parameters include: ©App Name – Used to set the DDE name of the application to receive the DDE event. ©App Topic – Used to set the DDE “Topic” for the application to receive the DDE event. ©DDE Execute String – This is the command executed by the application receiving this DDE event. Typically this command includes token(s) so that real-time information is included in the command string. ©Show/Hide Test Params Button – When you set up an Action, it is always a good idea to make sure the Action works correctly. The Show Test Params button exposes a set of parameters (e.g., Calling Phone Number and Calling Name) that can be changed for verifying the action defined. äTo execute the command, press the Do Test button. The results of the action are displayed on the lower part of the window. Clicking on the open part of the window clears the test results and the process repeated. Some parameters contain token(s) that enable the inclusion of real-time information (like the Caller Phone Number, Date, Time, etc.). The Tokens are described in Ta b l e 1 3 - 9. Ta b l e 1 3 - 9 To k e n s NoteThe format is defined using the Preferences dialog box. To k e nFunction &P Caller Phone Number: Unformatted &H Caller Phone Number: Formatted 714-555-12341 &I Caller Phone Number: Formatted (714)555-12341 &N Caller Name &L Elapsed Time of Call (Seconds) &C TAPI Call ID &R Trunk (CO Line) Number &E Called Phone Number (DNIS) &F Called Name (DNIS Tag) &A Phone Button Number &B Phone Button Name &D Date: MM:DD:YY &T Time of Day: HH:MM
Computer Telephony Integration Using StrataLink for CTI Connections 13-14Strata DK I&M 5/99 TeleMagic Link The TeleMagic program (from Telemagic, Inc.) communicates with StrataLink via a special link called TeleMagic. The TeleMagic Link appears automatically each time StrataLink is accessed and provides a means to set up and monitor communication between the two programs. Important!For this link to operate, the TeleMagic program must be loaded and operational. If you select Auto Activate Link (see Figure 13-10), StrataLink automatically attempts to establish the TeleMagic link periodically (every 30 seconds or so) until the connection is made. Once the link is established, the Link Active light changes from Red to Green, dialing and Screen-Pop can function. For Screen-Pop to work, the appropriate Trigger Rules must be set up. Figure 13-10 Telemagic Link Pop TeleMagic This instruction sends a “Pop” or “LookUp” command to TeleMagic with the configuration you specify. This is used to Screen-Pop the TeleMagic contact manager when a call rings in. Pop TeleMagic parameters are: ©Index Level – Tells TeleMagic the level on which to perform the search (e.g., 1, 2, 3, etc.). Leaving this parameter blank causes the search to occur on the level in present use. ©Index Name – Selects the TeleMagic index to be used for the search. For Screen Pop this is typically “TelePhone #”, but since the Indexes within TeleMagic are programmable, this could be set to any appropriate index. The TeleMagic Link must be operational before you can make this selection. ©Search String – This should be set to whatever string should be searched for using the above two parameters. For Screen Pop, this is typically the Calling Phone number which would be the token &P. Testing TSPI Link The TAPI dialog box provides a method for verifying the TAPI Driver is setup and operational. To check the driver, select an appearance (e.g., Intercom) and click on each of the Pickup, Dial, and Hangup keys individually. To complete the test, you should repeat this procedure for each line appearance. To access the setup screen for the Toshiba TAPI Service Provider, click on the Driver Setup button. The Configure Keys section of the screen should be programmed properly as they will be 3549
Computer Telephony Integration Using StrataLink for CTI Connections Strata DK I&M 5/9913-15 Computer Telephony Integrationinterrogated and used as the Appearances by StrataLink. Whenever you make configuration changes to the TAPI Service Provider, it is recommended that you exit and restart StrataLink. The Display section on the screen is the display found on the phone. This information is not normally shown and can be activated by pressing Alt+O (See Figure 13-11). Figure 13-11 StrataLink Main Screen Show Events ©Show Events opens a Debug Events screen which shows real-time events as they occur (see Figure 13-12). The Display option enables you to choose which event you will monitor. Figure 13-12 Debug Events Screen Telephone System Events ©Show Calls displays the Active Call Queue window (see Figure 13-13), which can be kept open while other activities and functions are performed. Figure 13-13 Active Call Screen 3544 3541 3540
Computer Telephony Integration CTI Application Bulletin Contents 13-16Strata DK I&M 5/99 CTI Application Bulletin Contents The list below gives you the current application bulletins available for understanding, installation and operation of third-party software applications with your Toshiba telephone system. As you get future updates and new bulletins, simply replace older ones with the updates and/or add the additional bulletins. Updates and additions that may affect the list below will also include an update to this Contents page. NoteAll of the above application bulletins have been sent to you in previous mailings. Place them after this page. If you do not have these bulletins, they can be found on the Strata DK Library CD-ROM. ©AB50-0013 September 15, 1997 Update for Using Goldmine 95 with StrataLink (Replaces AB50-0008, April 1, 1997) ©AB50-0012 September 15,1997 TSPI Description V2.26 ©AB50-0011 September 15, 1997 Using ACT! 3.0 with StrataLink ©AB50-0010 September 15, 1997 Using ACT! 2.0 with StrataLink ©AB50-0009 April 1, 1997 Using TeleMagic Enterprise V2.2 with StrataLink ©AB50-0008 April 1, 1997 Using Goldmine 95 with StrataLink (use AB50-0013) ©AB50-0007 April 1, 1997 Using DayTimer Organizer V2.0 with StrataLink ©AB50-0006 April 1, 1997 Using Commence V2.0 with StrataLink ©AB50-0005 April 1, 1997 Golden Gate Pager Client/Server user StrataLink ©AB50-0004 April 1, 1997 This bulletin is obsolete. Refer to the new section “Using StrataLink for CTI Connections” on Page 13-6. ©AB50-0003 April 1, 1997TSPI Description V2.15 ©AB50-0002 January 10, 1997 Installing ACT! Trial Size Demo Software ©AB50-0001 January 10, 1997 Using ACT! Phone Link with Strata DK ©Understanding Computer Telephony in a Business Phone System, April 1, 1997
Strata DK I&M 5/9914-1 ISDN Interfaces ISDN Interfaces14 This chapter covers information on the ISDN Primary Rate Interface (PRI) and Basic Rate Interfaces (BRI). PRI and BRI Overview ©PRI is available on DK424 Release 4.0 systems with RCTUBA3/BB4, C3/D4, and E3/F4 processors; but unavailable for any other Strata DK systems or processors. For PRI services, the Strata DK424 uses an RPTU PCB to connect to a Public Switched Telephone Network (PSTN) PRI line using a UL listed Channel Service Unit (CSU) in most locations in the U.S. Each RPTU provides 23B + D channels. The B-channels support CO speech and data connections on the PSTN side only. The RPTU PCB is shown in Figure 14-2 on Page 14-6. ©BRI S/T is available for DK40i and all DK424 Release 4.1 processors including RCTUA4, but not for any other DK systems. For BRI S/T services, the DK424 uses an RBSU PCB; the DK40i uses TBSU and RBSU. Both the RBSU and TBSU provide two BRI S/T circuits to connect to the PSTN BRI line using an external UL listed NT1; or, on the station-side, connect to: ©S-type ISDN telephones and Terminal Equipment (TE-1-S) ©S-type Terminal Adapters (TA-S) with non-ISDN devices Each TE-1-S and TA1-S device can support voice and/or RS-232 switched-circuit data as shown in Figure 14-1. The station-side BRI S/T circuits are point-to-multipoint. A subassembly (RBSS) can be attached to the RBSU for two additional BRIs for S-type station-side connections only. The RBSU PCB and the RBSS subassembly are shown in Figures 14-14 and 14-15 on Page 14-21. The combination of RBSU and RBSS uses only one slot to provide up to four BRI S/T circuits. NoteIn DK424, each installed RBSU or RBSS circuit provides a 2B + D connection and uses a system capacity of two station ports and two CO lines regardless of the circuit application, even if the circuit is not actually connected. In the DK40i, each TBSU, RBSU, or RBSS circuit uses two CO lines (no station ports) when configured for the CO side and two station ports (no CO lines) when configured for the station side. ©BRI U will be available on all Release 4.2 processors for the DK424, including RCTUA4, as well as the DK40i.
ISDN Interfaces PRI and BRI Overview 14-2Strata DK I&M 5/99 For BRI U services, the Strata DK424 uses an RBUU PCB. The RBUU provides two BRI U circuits that connect directly to PSTN BRI lines; or, on the station side, connect to: ©U-type ISDN telephones and Terminal Equipment (TE-1-U) ©U-type Terminal Adapters (TA-U) with non-ISDN devices Each TE-1-U and TA-U device can support voice and/or RS-232 switched-circuit data depending on the device (see Figure 14-1). The station-side BRI U circuits are point-to-point. A subassembly (RBUS) can be attached to the RBUU for two additional BRIs for PSTN and/ or U-type station connections. The RBUU PCB and the RBUS subassemblies are shown in Figure 14-28 on Page 14-33 and Figure 14-29 on Page 14-34. The combination of RBUU and RBUS uses only one slot to provide up to four U-type BRI circuits. NoteEach installed RBUU or RBUS circuit provides a 2B + D connection and uses a system capacity of two station ports and two CO lines regardless of the circuit application, even if the circuit is not actually connected. Figure 14-1 DK424 ISDN Reference Model DK424 (NT2)R S UTU ISDN SWITCHDemarcation Point R SLT DKT EKT TE-1-S (Voice or Data) SLT TA-S TE-1-U (Voice or Data) RSTU PDKU PEKU RBSU (NT) (P-MP)RBUU (NT-1) RBSU (TE) RPTU (TE) RBUU (LT) (P-P)NT1 CSU (NT1)RJ48C 8-wire RJ48C 8-wire RJ48C 8-wireLoop Termination Loop Termination Office Channel Unit BRI BRI PRI Office Channel Unit, or OCR, is the CO Channel Service Unit Dealer-supplied CSU and NT1Telco- supplied Jacks R, T, S, and U are ISDN standard reference points Customer Premises Equipment Public Switched Telephone Network (PSTN) 2751 PC RSLT TA-U PC P-P = Point-to-Point P-MP = Point-to Multipoint (passive bus) TE-1 = Terminal Equipment, Type 1 TA = Terminal Adapter
ISDN Interfaces RPTU Interface Unit Strata DK I&M 5/9914-3 ISDN Interfaces RPTU Interface Unit System:DK424 Release 4.0 Circuits per PCB:24 channels Interfaces with:ISDN PRI Older Version(s):none The DK424 Release 4.0 system supports the RPTU according to the common control units resident in the system. NoteThe RPTU cannot be installed in a system operating with the RCTUA4. The RPTU requires installation of a customer-provided CSU in most locations of the U.S. Refer to “CSU Requirements” on Page 14-3 for CSU installation. Testing procedures (local and remote loop back) are in “Loop-back Testing” on Page 14-10. The RPTU’s LEDs indicate a continuous status of its operation. They are shown in Figure 14-3. Table 14-5 on Page 14-7 lists the functions for each LED. Switches, jumpers, and interface connectors are described in Figure 14-2. RPTU Overview The RPTU is a DS-1 divided into 24 TDM channels using standard T1 electrical signal format. The RPTU’s D-channel is typically the 24th channel and can control the signaling of 23 of its own B-channels and 24 B-channels of another designated RPTU. Each RPTU can also use its own D-channel for control. The RPTU’s in-service bit rate is 1.544 mbps (± 4.6 ppm), but during a maintenance session, the rate may vary ± 32 ppm. The RPTU provides Binary 8-Zero Substitution (B8ZS) and ESF with Framing Pattern Sequence (FPS) and Cyclical Redundancy Check (CRC) error checking in the framing bits. NoteThe Embedded Operations Channel (EOC) which carries alarm notifications, statistics, and error indications is not available with DK Release 4.0 software. Extracting the Stratum-1 clock from the ISDN PRI, BRI, or T1 provider is the most common method used to synchronize the RPTU PCB and the DK time switch to the public telephone network. One RPTU, RBSU, RBUU, or RDTU T1 must extract the clock from the ISDN or T1 provider. The selected unit is designated as the “Primary” timing source in system Program *41-1. For more information, refer to “Timing and Synchronization” on Page 14-11. A dealer-supplied CSU must be installed between the ISDN PRI network line and the RPTU PCB as shown in Figure 14-1. Some telephone companies supply the CSU and call it the Network Interface Unit (NIU). CSU Requirements In the U.S., the CSU must be UL listed and comply with Part 68 of the FCC rules. It must also comply with the limits for a Class A digital device, pursuant to Part 15 of FCC Rules. In Canada, the CSU must be CSA certified.
ISDN Interfaces RPTU Interface Unit 14-4Strata DK I&M 5/99 The CSU is transparent to data, clock, and framing. It acts as a repeater, not a controller, for timing. The CSU also acts as a signal regenerator and must be able to perform loop-back tests and maintenance to both the network and DK RPTU. The CSU is the same type as used for T1 circuits although it performs the function as NT1 for PRI ISDN in the ISDN reference model as shown in Figure 14-1. Slot Assignments Up to eight RPTU PCBs can be installed in a DK424 system providing up to 188 PRI lines (B-channels). If RPTU (PRI) and RDTU (T1) PCBs are installed in the same DK424, the maximum combined PCBs cannot exceed the numbers provided in Table 14-1. The PCBs must be placed in designated slots in each of the DK424 cabinets per Tables 14-2 and 14-3. The next highest slot adjacent to the RPTU slot must be vacant. Program 03, code 79 designates which cabinet slots contain RPTU PCBs. The maximum number of cards and lines is listed in Table 14-3. Table 14-1 Maximum Number of RPTU PCBs, Lines, and Stations Table 14-2 DK280 or DK424 Base Cabinets with BA3/BB4, or C3/D4 with MBJU; or DK280 Base with RCTUE3/F4 ProcessorMax. PCBsMax. Lines RCTUA (1~4) 0 Not Applicable RCTUBA3/BB4 2 47 B-Channels RCTUC3/D4 6 141 B-Channels RCTUE3/F4 8 188 B-Channels DK280 or DK424 Cabinet No. RPTU1/Vacant Slots2 1 (base) 131/142151/162 2211/222231/242251/262 3311/322 4411/422 5511/522 6611/622 1. Allowed RPTU slots. 2. Slots must be vacant.