Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL 
SEPTEMBER 1994 
PROGRAMMING SECTION 
CHAPTER 2 
HOW STRATAGY OPERATES  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 2 
- How Stratagy Operates 
PARAGRAPH SUBJECT PAGE 
I Introduction ________________________________________----------------------------------------------------------------- 2-j 
2 
Unique User IDS ________________________________________----------------------------------------------------------- 2-I 
3 CalI Processing Control ________________________________________------------------------------------------------- 2-l 
4 Types of User ID Mailboxes ________________________________________-------------------------------------------- 2-2 
5 How Stratagy processes Movement Between User IDS ________________________________________-------- 2-2 
6 
How Stratagy processes User ID Mailboxes ________________________________________---------------------- 2-4 
‘ 
FIGURE LIST 
FIGURE TITLE PACE 
2-l 
Movement Between User IDS ________________________________________------------------------------------------ 2-3 
2-2 
User ID Mailbox Processing ________________________________________------------------------------------- --- ---- 2-5 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 2 User ID 0: operator 
User ID 411: directorv information - 
HOW STRATAGY OPERATES 
User ID 990: company greeting 
User ID 991: instructions 
User ID 994: fax tone detect 
User ID 995: future deliverv 
1 INTRODUCTION 
Stratagy connects to standard analog extensions on your 
telephone system. To your telephone system, Stratagy 
looks like several ordinary telephones, not special digital 
or “fancy” telephone sets. As a result, Stratagy waits for 
its “telephone” or port to ring, with incoming calls directed 
to Stratagy by your telephone system. Until a call comes 
to Stratagy, your telephone system controls it. Once a 
call rings on a Stratagy port, Stratagy answers and then 
performs the actions it is programmed to perform. 
Stratagy’s design revolves around User ID mailboxes. 
How a User ID has been customized (see Chapter 4 for 
details) determines what a caller hears and is able to do. 
For example, if User ID 990 contains the initial company 
greeting, a caller accessing User ID 990 hears the 
greeting recorded as the greeting for User ID 990. 
Call processing control in Stratagy involves User IDS, 
chains, groups, menus, and a token programming 
language. Using these control structures, you can define 
virtually any call handling method. User ID 996: guest defaults 
User ID 997: defaults box 
User ID 998: direct message 
User ID 999: System Administrator User ID 
In addition, the following User ID provide templates for 
fax functions: 
User ID 7000 - 7014 
3 CALL PROCESSING CONTROL 
Call processing control in Stratagy goes beyond the 
definition of unique User IDS. Stratagy provides four 
additional structures: chains, groups, menus, and a token 
programming language. These control structures allow 
for more complex control, enabling you to define virtually 
any call handling method. 
Chains - Chains are how you tell Stratagy when one of 
three conditions apply: Done, RNA (Ring No 
Answer), or Busy. 
This chapter discusses: 
n Unique User IDS 
n Call processing control 
n Types of User ID mailboxes Done - The Done chain instructs Stratagy where to 
send a caller who remains on the line after 
leaving a message or after listening to an 
announcement only mailbox. 
n How Stratagy processes movement between User 
IDS 
n How Stratagy processes User ID mailboxes 
2 UNIQUE USER IDS 
Ring No Answer (RNA) - The Ring No Answer chain 
instructs Stratagy where to send a caller when 
there is a Ring No Answer at this User ID’s 
extension. 
Busy - The Busy chain instructs Stratagy where to 
send a caller when this User ID’s extension is 
Busy. 
All of Stratagy’s User IDS are stored in a flatfile database. 
As a result, every User ID in Stratagy must be unique; Groups - Groups control which User IDS a call may 
you cannot have two User IDS with the same number. access. Each User ID mailbox user may be a 
member of ULJ to four qrouos. To be able to access 
Whenever a caller enters a User ID, Stratagy always another User ID, the caller User ID must share at 
accesses the same User ID. The exception is single-digit least one group number with the currently accessed 
menus. If you define a single-digit menu key (0 - 9), User ID. 
Stratagy processes the Use; ID given for the menu key 
rather than the User ID with the single digit number. For Menus - Menus define the destination a caller will be 
example, if a caller were in User ID 100 and User ID 100 sent when he presses one of ten possible single-digit 
had a single-digit key 0 mapped to User ID 222, then by menu options while listening to the greeting of this 
pressing 0 the caller would be sent to User ID 222 rather mailbox. Menus can accommodate an unlimited 
than to the operator defined by User ID 0. number of special applications. 
Stratagy comes with several reserved User IDS. Only Token Programming Language - StratagY’s 
User ID 999 cannot be assigned to another User ID programming language gives versatility to obtain 
number: other features, such as fax on demand, message 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
waiting light control, and confirming digits entered by 
a caller. A series of tokens instruct Stratagy what 
actions to perform. 
4 TYPES OF USER ID MAILBOXES 
User IDS fall into one of several general categories, 
based on how they are customized. 
User - A typical User ID mailbox records messages from 
callers. A user will periodically check the User ID for 
messages, or be notified by a variety of automatic 
notification methods. Typically, there is one user for 
each User ID, although several User IDS may share 
‘ a single extension because the users themselves 
share a single phone line. 
Information - An information User ID mailbox does not 
accept messages from callers. Instead, Stratagy 
plays its greeting to callers in order to provide them 
with information, such as the company’s hours of 
operation and location. No real user or phone 
extension corresponds to this type of User ID. 
Control - A control User ID mailbox directs the flow of a 
call. Typically, it interacts with the caller in some way, 
then transfers the call to one or more additional User 
IDS for further processing. For example, a User ID 
might ask the caller to input his or her phone number. 
If the phone number is 7 digits long, Stratagy 
assumes it is valid and the User ID passes control to 
a second User ID, which will make use of that phone 
number in some way (such as faxing a document to 
it). If the phone number is not 7 digits long, Stratagy 
might transfer to a third User ID, which would be an 
information box whose recording informs the caller 
that the phone number was not the right length. The 
User ID might then transfer control back to the 
original User ID to give the caller another chance to 
enter the correct number of digits. 
5 HOW STRATAGY PROCESSES 
MOVEMENT BETWEEN USER 
IDS 
Whenever a call rings a port on Stratagy, Stratagy 
answers and begins processing the call starting at a 
predefined User ID. After processing the initial User ID, 
Stratagy continues processing by following a chain to the 
next User ID. At any time, should a caller enter DTMF, 
Stratagy translates the DTMF to a User ID and continues 
processing at that User ID. Therefore, movement 
between User IDS is accomplished automatically by 
following chains or by DTMF entry. (And a third way: 
Stratagy’s Token Programming Language.) How Stratagy processes movement between User IDS is 
described in Figure 2-1. Reference the text below for 
clarification. 
The process described is the default setup in Stratagy. 
For example, User ID 990 (company greeting) and User 
ID 991 (instructions) are defaults; you can assign other 
User ID mailboxes to perform these functions. In 
addition, you may override any of the described 
processing by changing the chain and User ID 
definitions. 
New Call - The process starts with an incoming call. 
Stratagy directs the call to the greeting User ID. 
Company Greeting User ID - Default: User ID 990). 
The greeting User ID plays the opening greeting 
(“Thank you for calling... “). Stratagy determines 
whether the caller entered DTMF during the greeting. 
H 
n YES - Stratagy directs the call to that DTMF and 
processes the User ID. It then follows the Done 
chain of the User ID. If there is no Done chain for 
this User ID, it follows the Done chain for the 
greeting User ID. 
NO - Stratagy directs the call as per the greeting 
User ID 990’s Done chain to the instruction User 
ID. 
Instruction User ID - Default: User ID 991. The 
instruction User ID plays the caller instruction 
message, which is a menu of dialing choices (“To 
reach... press...“). Stratagy determines whether the 
caller entered DTMF during the message. 
YES - Stratagy directs the call to that DTMF and 
processes the User ID. It then follows the Done 
chain of the User ID. If there is no Done chain for 
this User ID, it follows the Done chain for the 
greeting User ID. 
n NO - Stratagy looks at the value of the Stratagy 
System Configuration option d&&gate. 
dtmf- gate - Stratagy determines if the Stratagy 
System Configuration option dtmf_gate is TRUE. For 
information on configuring dtmf-gate, see the 
Installation section. 
H YES - Stratagy prompts the caller to say “yes” to 
the tone. If Stratagy detects any sound, Stratagy 
transfers the call to User ID 0 (operator). If not, 
Stratagy hangs up. 
H NO - Stratagy transfers the call to User ID 0 
(operator). 
I 
User ID 0 (Operator) - This is the end of the company 
instructions User ID’s Done chain. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
New Call 
Greeting User ID 
(default is User ID 990) 
p Caller enters 
DTMF “Thank you for calling...” 
DONE Chain 
Instruction User ID 
(default is User ID 991) ‘I 
DTMF 
p Caller enters 
DTMF Process the User ID 
“To reach the person you are ) Does this User ID have a valid 
calling, enter their extension Done chain? 
number. 
To reach an Operator, press 
q or stay on the line.” pp\;JDDone chain of Instructions 
Done chain 
Follow the User ID 
Done chain. 
dtmf-gate 
Is the configuration option 
dtn-dgate 
TRUE? 
NO 1 
User ID 0 I 
NO 
1 Proc(essekse$D 0 1 
Hang Up 
Figure 2-1 
Movement Between User IDS 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
6 HOW STRATAGY PROCESSES 
USER ID MAILBOXES 
Stratagy processes a User ID mailbox based on: 
H User ID mailbox field settings 
H whether an Answer, Busy, or Ring No Answer 
condition exists 
The process is described in Figure 2-2. Reference the 
text below for clarification. 
Start - Stratagy directs the call to this User ID. 
Do Not Disturb - Stratagy determines whether the User 
ID mailbox field Do Not Disturb is ON. 
H YES - Stratagy directs the call to the Ring No 
Answer greeting and proceeds with the Ring No 
Answer condition. 
n NO - Stratagy determines whether Call 
Screening is ON. 
Call Screening - Stratagy determines if Screen Calls is 
ON. 
4 YES - Stratagy records the caller’s name and 
then proceeds to dial the Extension. 
H NO - Stratagy dials the Extension. 
Evaluate Extension - Stratagy determines if the 
Extension’s first character is @. 
YES - Stratagy suppresses the normal process. 
Stratagy processes the Token Programming 
Language, then proceeds to the Ring No Answer 
condition. If there is an error during processing, 
Stratagy follows the Done chain of the greeting 
User ID. 
NO - Stratagy places the call on transfer hold. 
Stratagy process the Token Programming 
Language, then proceeds to the Answer, Busy, or 
Ring No Answer condition, as appropriate. 
Answer Condition - Stratagy processes the Answer 
condition as follows: 
1. ID Call - Stratagy determines if ID Call is YES. 
n YES - Stratagy plays the user’s recorded name 
and extension. If the recording does not exist, 
Stratagy plays a tone. Stratagy proceeds to 
Call Screening. 
H NO - Stratagy proceeds to Call Screening. 
2. Call Screening - Stratagy determines if Screen 
Calls is ON. 
n YES - Stratagy plays the name the caller 
recorded. n NO - Stratagy connects the caller (step 4). 
3. Play Caller’s Name. User Accepts or Rejects - 
Stratagy plays “To accept... ‘I 
n ACCEPTS CALL - User accepts call 
(presses 1). Stratagy proceeds connect the 
caller (step 4). 
n REJECTS CALL - User rejects call (presses 
2). Stratagy proceeds to the Ring No Answer 
condition. 
4. Connect the Caller - Stratagy connects the caller 
and the user. 
Busy Condition - Stratagy processes the Busy 
condition a follows: 
1. 
2. 
3. 
4. 
5. Busy Chain - Stratagy determines if the Busy 
chain is defined. 
n YES - Stratagy follows this User ID’s Busy 
chain. 
q NO - Stratagy proceeds to play the Busy 
message. 
Play Busy Message - Stratagy determines if 
there is a custom busy message. 
H YES - Stratagy plays the user’s custom Busy 
message. 
n NO - Stratagy plays the system Busy message. 
Caller Response. Stratagy directs the call 
depending upon the caller’s response. 
HOLD - If the caller presses * to hold, Stratagy 
starts a hold queue for this User ID. 
Another User ID - If the caller enters another 
User ID, Stratagy processes that User ID. 
Nothing - If the caller does nothing, Stratagy 
determines if Store Messages is YES. 
Store Messages. Stratagy determines if Store 
Messages is YES. 
n YES - Stratagy records the caller’s message. 
Then determines if there is a Copy Message 
To. 
n NO - Stratagy determines if there is a Copy 
Message To. 
Copy Messages To. Stratagy determines if Copy 
Message To contains a valid User ID. 
n YES - Stratagy copies/records that message to 
that User ID. Stratagy then proceeds to the 
User ID Done chain. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
DO Not Disturb 
- YES 
Is Do Not Disturb ON? 
Call Screening 
Is Screen Calls ON? Record Caller Name 
Evaluate Extension 
Is the first 
character “@‘I? 
Transfer Hold 
Process Token 
Programming Language 
(usually dial the extension). SUCCESSFUL 
Programming Language 
NOT SUCCESSFUL 
Follow the Done chain of the 
Greeting User ID (typically 991) 
I Answer 
If ID callee is YES, then 
Stratagy plays the User ID’s 
recorded name and extension. 
Otherwise, Stratagy plays a 
tone. 
I NO v 
Call Screening 
Is Screen Calls ON? 
I YES 
I f Play Caller Name 
I 
User accepts or rejects call. 
“To accept call, press 1. To 
reject call, press 2 and hang 
up.” NO 
- 
If the user presses 0 or does 
nothing, Stratagy continues as 
if it received a Ring No Answer 
after dialing the extension. 
Otherwise, continue. 
I 
I Connect the Caller 
I+ L 
Figure 2-2 
User ID Mailbox Processing 
+ 
Busv I 
Otherwise, play either the 
system busy message or the 
custom busy message, per the 
User ID’s configuration. 
If the caller enters another 
User ID, Stratagy starts 
processing at that User ID. 
If the caller pressesB to hold, 
Stratagy starts a hold queue 
for the User ID. 
If the caller does nothing, 
Stratagy continues. 
I If the User ID’s RNA chain is 
defined, then follow it. 
Otherwise, continue. 
Greeting 
Store Messages 
NO 
!  ( Is StoyE3r 
I Record Caller’s Message 
I 
Done Chain 
If the User ID’s Done chain is 
defined, follow it. 
Otherwise, follow the Done 
chain of the Instructions User 
ID (typically 991). 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
H NO - Stratagy proceeds to the User ID Done 
chain. 
6. User ID Done Chain. Stratagy determines if the 
User ID Done chain is defined. 
H YES - Stratagy follows the User ID Done chain. 
n NO - Stratagy follows the Done chain of the 
User ID. 
7. Instructions User ID Done Chain - Stratagy 
follows the Done chain of the instructions User ID 
(typically 991). 
Ring No Answer Condition - Stratagy processes the 
Ring No Answer condition as follows: 
1. Ring No Answer Chain. Stratagy determines if 
the Ring No Answer chain is defined. 
H YES - Stratagy follows the User ID’s Ring No 
Answer chain. 
W NO - Stratagy plays the current greeting. 
2. Play the Current Greeting. Stratagy determines if 
there is a custom greeting. 
n YES - Stratagy plays the user’s custom 
greeting. 
H NO - Stratagy plays the system greeting. 3. 
4. 
5. 
6. Store Messages. Stratagy determines if Store 
Messages is YES. 
4 YES - Stratagy records the caller’s message. 
Then determines if there is a Copy Message To 
mailbox. 
n NO - Stratagy determines if there is a Copy 
Message To mailbox. 
Copy Messages To. Stratagy determines if Copy 
Message To contains a valid User ID. 
H YES - Stratagy copies/records that message to 
that User ID. Stratagy then proceeds to the 
User ID Done chain. 
n NO - Stratagy proceeds to the User ID Done 
chain. 
User ID Done Chain. Stratagy determines if this 
User ID Done chain is defined. 
n YES - Stratagy follows the User ID Done chain. 
4 NO - Stratagy follows the Done chain of the 
greeting User ID. 
Instructions User ID Done Chain. Stratagy 
follows the Done chain of the instructions User ID 
(typically 991). 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PROGRAMMING SECTION 
CHAPTER 3 
ACCESSING AND USING STRATAGY  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 3 
- Accessing and Using Stratagy 
PARAGRAPH SUBJECT PAGE 
1 
Introduction ________________________________________----------------------------------------------------------------- 3-l 
2 
System St&up ________________________________________------------------------------------------------------------ 3-l 
3 Accessing Stratagy ________________________________________------------------------------------------------------- 3-1 
3.1 Local Access ________c_______________________________------------------------------------------------------------ 3-l 
3.2 Remote Access ________________________________________--------------------------------------------------------- 3-2 
4 
Using the Stratagy System ________________________________________--------------------------------------------- 3-3 
4.1 Navigating the System ------------- ____________________------------------------------------------------------- 3-3 
4.2 Online Help Function ------------ ________________________________________-------------------------------------- 3-4 
5 
Using the Main Menu ________________________________________---------------------------------------------------- 3-4 
6 
Setting System Date and Time ________________________________________---------------------------------------- 3-7 
7 Performing System Shutdown ________________________________________----------------------------------------- 3-7 
FIGURE LIST 
FIGURE TITLE ..PACE 
3-1 Navigating the Stratagy System ________________________________________--------------------------------------- 3-3 
3-2 
Main Menu with Sample Data ________________________________________----------------------------------------- 3-4 
TABLE LIST 
TABLE 
3-l 
TITLE PAGE 
Main Menu Fields ___________________L____________________--------------------------------------------------------- 3-5 
3-i