Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

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STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PARAMETER DESCRIPTION 
ENTER THE OUTDIAL CODE: 
Code and telephone number GetTones dials to establish an outside connection to test for tone patterns. 
Good choices for telephone numbers are time and weather. You must also enter all necessary codes t0 
obtain outside line access. 
Example: If time were 853-1212 and you needed to dial 9 and pause to get an outside line, you would 
enter: 
Enter the outdial code: 9, 85312 12 
ENTER THE REORDER CODE: 
Any dial code that will generate a REORDER tone pattern on the telephone system. Typically, invalid 
extension numbers work well. 
Example: The following generally works. 
Enter the reorder code: 6 6 6 
ENTER THE STATION 
NUMBER OF PORT 1: 
The station number connected to port 1. 
ENTER THE RNA TEST STATION NUMBER: 
The non-Stratagy extension that has a telephone connected and will not be answered. 
Table 5-3 
GetTones - Parameters and Definitions 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
8.3 DEFINING SYSTEM INTEGRATION 
PATTERNS 
If your telephone system supports integration, this 
selection controls the definition of its integration. You 
need to perform this step only to refine, verify, or modify 
the integration of the Stratagy system with your 
telephone system. 
See Figure 5-10 for a sample System Integration 
Patterns Screen. For a listing of the System Integration 
Patterns parameters and definitions, see Table 5-4. 
Some of the pre-defined telephone system dial codes 
already contain integration information, while others are 
configurable. If there are no integration definitions and 
you know that your telephone system supports inband 
DTMF integration, use the Integration Helper program to 
assist you in defining the integration patterns. 
8.3.1 DEFINING THE SYSTEM INTEGRATION 
PATTERNS FIELDS 
Define the following: 
1. Integration Timeout by l/IO. Refer to Table 5-4. 
2. The remaining fields. These fields define the 
integration strings that Stratagy should match. If 
there are no integration definitions and you know 
that your telephone system supports inband DTMF 
integration, use the Integration Helper. Otherwise, 
proceed to “Defining the Integration Strings 
Stratagy Matches.” 
NOTE: 
Use the Integration Helper only when initially 
configuring non-Toshiba telephone systems. 
8.3.2 PREPARING TO USE THE INTEGRATION HELPER 
Before running the Integration Helper, verify that you 
have: 
n Enabled your telephone system for “voice mail” 
integration 
n Programmed a test extension for call coverage, or call 
forwarding, to Stratagy 
n Made available another extension for placing test 
calls 
8.3.3 USING THE INTEGRATION HELPER 
Start the Integration Helper. From the System Integration 
Patterns Screen, press Fl. 
Next, make a series of test calls. The idea is to place 
sample calls that generate integration information that 
the Integration Helper can capture. The screen displays: 
Waiting for a call on any port... 
To abort press ESC Place test calls of the following types: 
1. Available extension calling test extension for RING 
NO ANSWER. 
Place a test call by calling from the available 
extension to your test extension. 
After a Ring No Answer condition occurs, the 
call should forward to Stratagy’s Integration 
Helper, which will answer the call and capture 
the digits it hears played by the telephone 
system. 
After the Integration Helper has captured the 
digits, press R for Ring No Answer. 
2. Available extension calling test extension while 
test extension is BUSY. 
Verify that the test extension has been call 
forwarded BUSY to the Stratagy ports. 
Make the test extension busy. 
From the available extension, call the test 
extension which should forward to the 
Integration Helper immediately. 
After the Integration Helper has captured the 
digits (if any), press B for BUSY. 
3. Test extension calling directly to Stratagy. 
H From the test extension, call Stratagy. 
1 After the Integration Helper has captured the 
digits (if any), press D for DIRECT call. 
NOTE: 
Some telephone systems use different codes 
depending upon whether the call to Stratagy was 
made by dialing an extension or by pressing a 
message light. Run both tests if you suspect this 
to be true of your telephone system. 
4. Available extension using CO line to call in and 
ring test extension for RING NO ANSWER. 
From the available extension, select an outside 
CO line and call in to where you are installing 
Stratagy. 
When the Receptionist answers, ask him to 
transfer you (unsupervised, or blind) to the test 
extension, which should forward to Stratagy 
after some rings. 
After the Integration Helper has captured the 
digits, press R for RING NO ANSWER. 
5. Available extension using CO line to call in while 
test extension is BUSY. 
n Make the test extension busy. 
n From the available extension, select an outside 
CO line and call the company where you are 
located. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
n 
n When the Receptionist answers, ask him to 
transfer you (unsupervised, or blind) to the test 
extension, which should forward to Stratagy 
immediately. 
After the Integration Helper has captured the 
digits, press B for BUSY. 
When you have finished, press Esc to return to the 
System Integration Patterns Screen, which should now 
be filled with the captured codes and descriptions of 
those codes. 
8.3.4 DEFINING THE INTEGRATION STRINGS 
STRATACY MATCHES 
4 The next step is to define the actual received codes with 
call and the extension information. There are six 
character codes. Each character code represents a call 
state, and the placement and quantity of the code 
represents the extension information. 
The character codes are: 
r ring-no-answer 
b busy 
e direct dial (to access User ID directly by asking 
for security code) 
S information regarding where the call came from 
(for handling message replies) 
i 
immediate record (play the record tone and start 
taking a message) 
x a wild card that matches anything (use this 
carefully) 
You have complete control for changing Stratagy’s 
integration behavior based upon your specific 
requirements. For example, if your customer does not 
want to allow for BUSY extensions, then simply modify 
the integration character codes and replace the b’s with 
r’s. 
8.3.5 USING CHARACTER CODES 
Example Using Character Codes. The following 
example illustrates using the character codes. 
Direct Call 
Start with the Direct test call. There is a dial code 
labeled Direct Call in the description field. Part of the 
dial code should contain the extension number from 
where you called. Edit the dial code to replace the 
extension number with one or more e’s 
Example: 
dial code displayed: ***I 120 
test extension you called from: 120 
edit the dial code to read: ***I eee. 
Forward from Ring No Answer 
Under the Forward from Ring No Answer you should 
have two codes. Both dial codes should contain the extension number that was call forwarded to Stratagy. 
Part of one code will probably contain the available 
extension number you called from. The other dial 
code may or may not contain information pertaining to 
the CO line where the call came from. 
Example: 
dial codes displayed: #02#101 #I 20# 
and #03##120 
available extension you called from: 
101 
test extension that was call forwarded: 
120 
edit the dial codes to read: 
#02#sss#rrr# and #03##rrr# 
respectively 
n Forward from Busy 
The Forward from Busy is modified in the same way 
as the Forward from Ring No Answer above except 
that you use character code b instead of r. 
Different Masks. Check that the dial codes do not have 
the same “mask.” If you do have one or more dial masks 
that are the same, you must modify them to be different 
or delete the extra ones. To test that dial code masks are 
different, do the following: 
1. List the dial codes on a piece of paper. 
2. Compress the dial codes by re-writing them 
without any character codes. 
What is left are dial code masks which must all be 
different. 
Example: 
Using the following dial codes: 
***leee, #02#sss#rrr#, and #03##rrr# 
the dial code masks would be: 
***l , #02###, and #03### 
which are all different. 
Additional Dial Codes. Sometimes it is useful to have 
additional dial codes that match the same way as the 
actual dial codes except for the first character. For 
example you might want to add a second dial code for 
Direct calls (which had ***leee in our example) as 
**I eee. This helps to eliminate timing problems that 
sometimes arise from some telephone systems and 
Stratagy. 
How Stratagy Matches Dial Codes. The dial code 
strings are always sorted in like categories. When 
Stratagy receives a call, it uses a buffer to match against 
the defined dial code strings, and selects the first string 
that it matches. 
Example 1: 
dial code strings: 
01 rrr 
02bbb , 
,I 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
03eee 
xxrrr 
call Stratagy receives: 
02100 
dial code string Stratagy matches: 
02bbb 
Example 2: 
dial code strings: 
xxrrr 
01 rrr 
02bbb 
03eee 
call Stratagy receives: 
02100 
dial code string Stratagy matches: 
xxrrr (if on top, xxr rr always matched) 
8.3.6 MODIFYING INTEGRATION DIAL CODES 1. Use the arrow keys ( 7‘ .L ), or PgUp and PgDn, 
to highlight the dial code parameter. Press 
Enter. 
2. Modify the dial code using the line editor at the top 
of the screen. 
3. Press Enter to save your changes. To escape 
without keeping any changes, press 
Est. 
To remove an integration dial code: 
1. Use the arrow keys 
( 1‘ L ), or PgUp and 
PgDn, to highlight the dial code parameter. Press 
Enter. 
2. 
Press Del or the spacebar when the dial code 
parameter displays in the line editor at the top of 
the screen. 
8.3.7 EXITING THE SYSTEM INTEGRATION PATTERNS 
SCREEN 
When you have finished defining the System .Integration 
Patterns, press 
Esc to return to the Other Switch 
To edit a dial code: Integrations Menu. 
3. System Integration Patterns 
Integration Timeout by l/10: 10 
Forward from Ring No Answer: Brr 
Forward from Ring No Answer: Brrr 
Forward from Ring No Answer: Brrrr 
Forward from Ring No Answer: 91rr 
Forward from Ring No Answer: 9lrrr 
Forward from Ring No Answer: 9lrrrr 
Direct call from extension : 92ee 
Direct call from extension : 92eee 
Direct call from extension : 92eeee 
 : 
 : 
 : 
 : 
 : 
 
: 
 : 
 : 
 : 
 : 
 : 
 
: 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PARAMETER DESCRIPTION 
INTEGRATION TIMEOUT BY l/l 0 
Amount of time Stratagy waits for integration information from the telephone system. In tenths of 
seconds. 
Possible values: 0 (disable integration), time in tenths of seconds 
Suggested value: 10 (10 1 Oths = 1 set) 
DIRECT CALL 
Integration strings that Stratagy should match for a Direct call. 
Example: ***l eee 
FORWARD FROM RING NO ANSWER 
Integration strings that Stratagy should match for a forward form Ring No Answer. 
Example: #02#sss#rrr# 
FORWARD FROM BUSY 
Integration strings that Stratagy should match for a forward from Busy. 
Example: #02#sss#bbb# 
Table 5-4 
Stratagy System Integration Patterns 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
INSTALLATION SECTION 
APPENDIX A 
CHECKLISTS AND FORMS  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Appendix A - Checklists and Forms 
PARAGRAPH SUBJECT PAGE 
1 Introduction ________________________________________----------------------------------------------------------------- A-1 
2 The Checklist and Forms ________________________________________---------------------------------------------- A-1 
FORMS 
TITLE PAGE 
Stratagy pre-installation Checklist ________________________________________----------------------------- Checklist-l 
Stratagy Installation Checklist ________________________________________----------------------------------- Checklist-2 
Users Form ________________________________________------------------------------------------- Customization Form-1 
Auto (Scheduling) Form ________________________________________--------------------------- Customization Form-2 
Notify Form ________________________________________------------------------------------------- Customization Form-3 
Greeting Scripts Form ________________________________________------------------------------ Customization Form-4 
A-i  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
APPENDIX A 
CHECKLISTS AND FORMS 
1 INTRODUCTION 
This appendix contains checklists and forms that simplify 
the installation process. 
These are: 
n Pre-installation and installation checklists. 
‘ n User ID customization forms. 
Make copies of the checklists and forms as needed. 
2 THE CHECKLISTS AND FORMS 
The pre-installation and installation checklists - 
These checklists list items that need to be completed 
during pre-installation or installation. 
Stratagy Pre-Installation Checklist 
Stratagy Installation Checklist 
The User ID customization forms - These forms 
simplify the customization process. 
Users Form 
Auto (Scheduling) Form 
Notify Form 
Greeting Scripts Form -. 
A-l  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
, 
STRATAGY PRE-INSTALLATION CHECKLIST 
DONE d ITEM 
2 KNOW THE REFERENCE DOCUMENTATION 
(Installation section, Chapter 2, “Before You Install”) 
Q - - - - - - - - 
-1. Know Stratagy’s 
features. 
rJ - - - - - - - - 
-2. Know Stratagy operation, customization, and administration. 
Q - - - - - - - - 
-3. Know Stratagy installation. 
r-J - - - - - - - - 
-4. Know how to configure the voice mail system settings for your 
telephone system. COMMENTS 
0 COMPLETED THE PRE-INSTALLATION SURVEY 
(Installation section, Chapter 
2, “Before You Install”) 
Ll DETERMINED STRATAGY’S CONFIGURATION AND INTEGRATION 
(Installation section, Chapter 2, 
“Before You Install,” and Chapter 5, 
“Configuring and Backing Up Stratagy”) 
0 - - - - - - - - 
-1. Defined Stratagy system configuration options. 
-. 
Q - - - - - - - - 
-2. Defined system integration options. 
Ll CUSTOMIZED USER ID MAILBOXES AND CALL PROCESSING 
(completed the forms) (Programming section) 
Q - - - - - - - - 
-1. Determined the company greeting. 
Q - - - - - - - - 
-2. Determined the caller instructions. 
rJ - - - - - - - - 
-3. Obtained the busy-hold music. (optional) 
Q - - - - - - - - 
-4. Determined the employee directory instructions. 
Q - - - - - - - - 
-5. Programmed the User IDS. 
cl SELECTED AND PREPARED THE HARDWARE SITES 
(installation section, Chapter 2, “Before You Install”) 
j-J - - - - - - - - 
-1. Stratagy system. 
0 - - - - - - - - 
-2. Remote or local system (required for Stratagy 4 and 6). 
CHECKLIST-1  
						

							STRATAGY a/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
STRATAGY INSTALLATION CHECKLIST 
DONE d ITEM 
iI INSTALLED THE HARDWARE 
(Installation section, Chapter 3, “Installing the Hardware”) 
Q - - - - - - - - 
-1. Inspected and unpacked the system. 
0 - - - - _ - - - 
-2. Installed Stratagy Voice Boards (as appropriate). 
0 - - - - - - - - 
-3. Set up the Stratagy system PC hardware. 
D - - - - - - - - 
-4. Configured your telephone system’s voice mail system settings 
individually (as appropriate). 
0 - - - - - - - - 
-5. Connected line cords from the voice boards to the telephone 
system. 
0 - - - - - - - - 
-6. Verified Stratagy’s basic functions. 
0 - - - - - - - - 
-7. Prepared (hardware and software) the remote or local system to 
access the Stratagy host system (required for Stratagy 4 and 6). 
0 - - - - - - - - 
-8. Accessed Stratagy directly, remotely, or locally. 
1 CONFIGURED STRATAGY USING THE STRATAGY CONFIGURATION UTILITY 
(Installation section, Chapter 5, “Configuring and Backing Up 
Stratagy) 
0 - - - - - - - - 
-1. Defined Stratagy system configuration options. 
I-J - - - - - - - - 
-2. Defined Stratagy integration options. 
n For a Toshiba telephone system, selected the appropriate 
system. 
n For a non-Toshiba telephone system, defined: 
B - - - - - - - 
Telephone system dial codes. 
D ------- 
Telephone system tone patterns. 
cl _--me-- 
System integration options. 
rJ 
- - - - - - - - 
-3. Backed up Stratagy using the Stratagy Backup Utility. 
Ll CUSTOMIZED USER ID MAILBOXES AND CALL PROCESSING 
(entered the data from the forms completed during pre-installation) 
(Programming section) 
rJ 
- - - - - - - - 
-1. Recorded the company greeting. 
Q - - - - - - - - 
-2. Recorded the caller instructions. 
r-J - - - - - - - - 
-3. Recorded the busy-hold music. (optional) 
0 - - _ - - - - - 
-4. Recorded the employee directory instructions. 
rJ 
- - - - - - - - 
-5. Programmed the User IDS. , 
Q - - - - - - - - 
-6. Backed up Stratagy using the Stratagy Backup Utility COMMEN’ 
CHECKLIST-2