Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 3 
ACCESSING AND USING 
STRATAGY 
1 INTRODUCTION 
When the Stratagy system powers up, the system 
automatically displays the Main Menu. From the Main 
Menu, you can customize User ID mailboxes, maintain 
the system, and perform administrative functions. Or you 
can shut down Stratagy and use the Stratagy 
Configuration Utility to back up the Stratagy system. 
To perform these functions, the Stratagy 4 and 6, which 
are not equipped with a monitor and keyboard, are 
accessible through local or remote access. The Stratagy 
24 provides direct access through its monitor and 
keyboard, and remote access is an option. 
This chapter discusses how to startup the Stratagy 
system, use the system, and shut down the system for 
maintenance and other functions. More specifically, this 
chapter discusses: 
System Startup - How the Stratagy system starts 
up. 
Accessing Stratagy - Accessing Stratagy directly, 
locally, or remotely. 
The Stratagy System - Navigating through the 
menus and using online help. 
Stratagy’s Main Menu - Using the Main Menu for 
customization and administration, 
Setting System Data and Time - Using Date/Time 
to set the system date and time. 
System Shutdown - Exiting the Stratagy program 
and accessing the Stratagy Configuration Utility. 
2 SYSTEM STARTUP 
When the Stratagy system powers up or when you exit 
the Stratagy Configuration Utility (and press any key), the 
system automatically displays the Main Menu on the 
Stratagy monitor (or would be displayed on the Stratagy 
monitor) and is operational. 
3 ACCESSING STRATACY 
With the Stratagy 24, you can directly access Stratagy 
through the monitor and keyboard, or you can use 
remote access. Stratagy 4 and 6 are only accessible through local or remote access. Both local and remote 
access use Stratagy Remote software. L 
3.1 LOCAL ACCESS 
Local access refers to accessing the Stratagy system 
directly via a cable connecting the Stratagy system with 
a laptop or PC. This section discusses: 
n Connecting the cable 
n Preparing the local system 
n Using Stratagy locally 
3.1.1 CONNECTING THE CABLE 
Connect a null modem cable from COMl or COM2 on 
the laptop or PC to the Stratagy system COM port. The 
default setting is COM2 for both the Stratagy 4 and 6. 
(Refer to Chapter 3, “Installing the Hardware,” Figure 3- 
6, “Stratagy 4 and 6 Front and Back Panels”.) The 
Stratagy 24, which has direct access with the monitor 
and keyboard, is not configured for local access. 
-. 
On the laptop/PC, the COM ports are serial ports (g-pin 
or 25pin male connectors). On the Stratagy system, 
COM2 has a 25-pin male connector. You may need to 
use an adapter with the null modem cable to connect the 
laptop/PC to the Stratagy system. 
3.1.2 PREPARING THE LOCAL SYSTEM 
Preparing a laptop/PC involves loading the Stratagy 
Remote software. 
IMPORTANT NOTE: 
Do not install the Stratagy Remote software 
on a system with a screen saver program; 
Local access may not work. 
Load the Stratagy Remote software on the laptop/PC: 
1. 
2. 
3. 
4. 
3.1.3 If you are not at the DOS prompt (C:\), exit to the 
DOS prompt. 
If you are running Windows, exit Windows. Do not 
use Windows’ MS-DOS Prompt option. 
Inset-t the disk that contains the Stratagy Remote 
software into the disk drive. 
From the DOS prompt (C:\), enter: 
COPY A:REMOTE 
This copies the Stratagy Remote software to the 
laptop/PC’s disk drive C:. (This example assumes 
that your floppy drive is disk drive A:) 
When the copy is complete, remove the diskette. 
, 
USING STRATACY LOCALLY 
This section discusses how to use the Stratagy system 
from a local laptop/PC, including access and disconnect. 
3-1  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
3.1.3.1 Accessing Stratagy Using a Local laptop or PC 
To access Stratagy from a local laptop/PC, run the 
Stratagy Remote software. 
1. To access the Stratagy Remote software, enter the 
following from the DOS prompt (C:\). 
NOTE: 
If you are running Windows, exit Windows; do 
not use Windows’ MS-DOS Prompt option. 
If your local laptop uses COMl , enter: 
REMOTE /n /f 
If your local laptop uses COM2, enter: 
REMOTE /2 /n /f 
2. When entered correctly, the screen displays the 
same information as on the Stratagy monitor (or 
would be displayed on the Stratagy monitor). 
NOTE: 
The screen may be blank because of the screen 
saver. If 
so, press the spacebar. 
3.1.3.2 Using Stratagy Locally 
Both the laptop/PC and the Stratagy system are active 
simultaneously. Use the laptop/PC as you would from the 
Stratagy monitor and keyboard. Note, however, that you 
cannot upload or download or files. 
3.1.3.3 Exiting Local Access 
To discontinue local access: 
1. Be sure to leave the Stratagy system in the correct 
state. 
For example, if you want Stratagy up and running 
in call processing mode, leave Stratagy at the 
Main Menu. If you leave the Stratagy system at the 
Stratagy Configuration Utility Menu, etc, that is 
where it will be and call processing will not 
function. 
2. Enter the following to disconnect from the Stratagy 
system: 
Alt + X 
The system prompts: 
OK to Exit (Y/N) 
Enter Y to exit the Stratagy system. 
Enter 
N to continue accessing the Stratagy 
system. 
3. Disconnect the null modem cable. 
3.2 REMOTE ACCESS 
Remote access refers to accessing the Stratagy system 
via modem from a laptop or PC located at this or another 
site. This section discusses: H Accessing Stratagy remotely 
n Using Stratagy remotely 
3.2.1 ACCESSING STRATAGY REMOTELY 
To access Stratagy from the remote laptop or PC, run the 
Stratagy Remote software. 
1. To access the Stratagy Remote software, enter the 
following from the DOS prompt (C:\). 
NOTE: 
If you are running Windows, exit Windows; do 
not use Windows’ MS-DOS Prompt option. 
2. 
3. 
4. 
If your remote laptop or PC uses COMl , enter: 
REMOTE 
If your remote laptop or PC uses COM2, enter: 
REMOTE /2 
Remote prompts: 
Phone number? 
Enter the exact digits the Stratagy Remote 
software must dial to access the Stratagy system 
modem. 
For example, if the remote modem is on the 
station side of a switch and the Stratagy system 
modem is also on the station side of a switch that 
is answered by Stratagy, you might use 
9,17145555555 ,,,,,, 102 where each comma is a 
2-second delay. 
Once connected, the screen clears. The Stratagy 
Remote software prompts: 
Password? 
Enter the password. (The password is CommLine, 
with the “C” and “L” uppercase.) 
When entered correctly, the screen displays the 
same information as on the Stratagy monitor (or 
would be displayed on the Stratagy monitor). 
NOTE: 
The screen may be blank because of the screen 
saver. If so, press the 
spacebar. 
3.2.2 USING STRATAGY REMOTELY 
Both the remote and the Stratagy system are active 
simultaneously. Use the remote as you would from the 
Stratagy monitor and keyboard. Note, however, that you 
cannot download or upload files.’ 
3.2.3 EXITING REMOTE ACCESS 
To discontinue remote access: 
3-2  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
1. Be sure to leave the Stratagy system in the correct 
state. 
For example, if you want Stratagy up and running 
in call processing mode, leave Stratagy at the 
Main Menu. If you leave the Stratagy system at the 
Stratagy Configuration Utility Menu, etc, that is 
where it will be and call processing will not 
function. 
2. Enter the following to disconnect from the Stratagy 
system: 
Alt + X 
The system prompts: 
OK to Exit (Y/N) 
Enter Y to exit the Stratagy system. 
Enter 
N to continue accessing the Stratagy 
system. 
4 USING THE STRATAGY SYSTEM 
The Stratagy system provides a series of menus to assist 
you in customizing User ID mailboxes and performing 
administrative functions. In addition, Stratagy’s online 
help provides clarification as needed. IMPORTANT NOTE: 
When you are finished customizing-Stratagy 
or performing administrative functions, be 
sure to leave the system with the Main Menu 
displaying. The screen saver only works from 
the Main Menu. 
4.1 NAVIGATING THE SYSTEM 
Using the Stratagy menus, you can navigate the system 
to customize User ID mailboxes and perform 
administrative functions. For an illustration of how the 
menus are arranged, see Figure 3-l. 
The Main Menu is the core of the program. The 
administrative functions of report generation, system 
shutdown, and filecopy are available from the Main 
Menu. The Users Menu, from which all User ID mailbox 
customization takes place, is also a Main Menu option. 
For detailed information about using the Main Menu see: 
n ‘Using the Main Menu” in this chapter 
For detailed information about customizing User ID 
mailboxes, see: 
H Chapter 4, “Customizing User ID Mailboxes” 
n Chapter 5, “Special Greeting User ID Mailboxes” 
Main Menu 
(select menu item) - 
Enter I 1 
Password : 
I Shutdown 
L 
L Filecopy 
Date/Time - Table 
L - COPY 
- Reports Menu Load 
- Save 
L 
L Run 
View 
- Print 
- File , 
Figure 3-l 
Navigating 
the Stratagy System 
3-3  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
H Chapter 6, “Token Programming Language” 
n Appendix B, “Customization Examples” 
For detailed information about administrative functions, 
see: 
n Chapter 7, “Generating Reports” 
n Chapter 8, “Backup and Filecopy” 
4.2 ONLINE HELP FUNCTION 
Stratagy’s online help function is context sensitive, i.e., 
content-specific help is available on an field-by-field 
basis. 
6 
Stratagy provides two types of online help - the help line 
and detailed help. 
4.2.1 HELP LINE 
The help line automatically displays at the bottom of the 
screen for the field that is active. Information about the 
current field displays. 
5 USING THE MAIN MENU _ 
From the Main Menu, you can perform various functions 
of the Stratagy system. These include: 
n Accessing the Users Menu (customizing User ID 
mailboxes) 
n Generating reports 
n Performing system shutdown 
q Using the Filecopy Utility 
n Setting system date and time 
The Main Menu (Figure 3-2) consists of three parts: 
Menu Bar - access options (select). 
System Information - product identification and system 
activity statistics (display). 
Port Activity Statistics - port activity of each installed 
port (display). 
For a description of the Main Menu, including the 
4.2.2 DETAILED HELP definition of each field, see Table 3-l. 
Additional help is available for many fields. To display the 
detailed help for the current field, press 
Fl. Use the 
arrow keys (7 J.) to scroll through the information. To 
exit detailed help, press 
Est. 
Users Reports Shutdown Filecopy Date/Time 
Main 
O/68% Time: 08/29/94 17:04:03 
Stratagy 4 1.05/5.37 
Usage: 
Users: 101 Started: 08/29/94 16:58:01 
Voice Processing 
TAIS, Inc.Cogyright 1994 
Space: 31:46 94% Shutdown: 08/30/94 01:30 
Calls: 1013 Faxes: Strata DK 8 Notify Scan 
At 08/29/94 17:58 
Port User ID Status Calls Last Port User ID Status Calls Last 
l/A 990 DIAL 290 17:04 
2/A 991 IDLE 181 17:02 
3/A 3366 RECORDING 17 17:04 
4/A 990 IDLE 3 09:56 
Figure 3-2 
Main Menu with Sample Data 
3-4  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
MENU AREA FIELD 
Menu Bar (select or 
display) 
DESCRIPTION 
Access Options Users Press Alt + U to access the Users Menu. 
See Chapter 4, “Customizing User ID Mailboxes.” 
Reports Press 
Alt + R to generate reports. 
See Chapter 7, “Generating Reports.” 
Shutdown Press 
Alt + S to shut down the Stratagy system. 
See “Performing System Shutdown” in this chapter. 
Filecopy Press 
Alt + F to use the Filecopy Utility. 
See Chapter 8, “Backup and Filecopy.” 
Date/Time Press 
Alt + D to set the system date and time. 
See “Setting System Date and Time” in this chapter. 
Menu Identification 
Main Menu title. 
System Information (display) 
Product Identification 
Stratagy voice processing model, software version, Rhetorex driver, and 
TAIS Inc. Toshiba telephone system name and model. 
System Activity Usage: System usage (n/pp%). 
Statistics n: number of times all ports were busy. 
pp%: percent of time the CPU is idle. 
Users: 
Space: 
Calls: 
Notify: Number of defined User ID mailboxes. 
Available remaining disk space in time (hh:mm) and percent of total disk 
space (nn%). 
Number of calls Stratagy answered since system started. 
User ID mailbox the system is curently notifying. 
Scan displays when the system is scanning mailboxes to determine where 
notification is needed. 
Notify At: Date (mm/dd/yy) and time (hh:mm) of last notification. 
Time is in military format (24-hour clock). 
Time: Current date (mm/dd/yy) and time (hh:mm:ss). 
Time is in military format (24-hour clock). 
Started: Date (mm/dd/yy) and time (hh:mm:ss) the system was last started. Time is 
in military format (24-hour clock). 
Shutdown: The next date (mm/dd/yy) and time (hh:mm) Stratagy is scheduled to 
perform a scheduled shutdown for disk maintenance. Stratagy shuts down 
automatically and restarts. Time is in military format (24-hour clock). 
Faxes: Fax status. 
IDLE: no activity 
SND: send 
RCV: receive 
b/a-k no fax connected , 
Table 3-l 
Main Menu Fields 
3-5  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
MENU AREA FIELD DESCRIPTION 
Port Activity Statistics (display) 
System Activity Statistics 
(continued) Port Port number of each port, followed by the port’s mode. 
For example, l/A, 2/A, 3/N. 
Port Number: port number (1, 2, etc.) of each installed port 
channel. The ports may or may not be active (connected to a 
station port of the phone system or a CO trunk/line). 
Port Mode: this port number’s mode. 
A: answering port (if all ports are A, the system is in 
floating notification mode). 
A/: notification port only. 
User ID Current User ID mailbox the port is accessing. If the port’s 
status is IDLE, the last User ID mailbox accessed displays. 
Status 
Calls 
Last Functional system is performing on the port. Includes: 
IDLE BUSY EXECUTE 
GREETING PCPM CHAIN 
RECORDING MAIL 
DIAL ANSWER 
RING MENU: # 
Number of calls made or answered by the port. 
Last time (hh:mm) the port 
started activity. 
NEVER displays if the port was never active. 
Table 3-1 
Main Menu Fields (continued) 
3-6  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
6 SETTING SYSTEM DATE AND 
TIME 
To set the system date and time: 
1. 
From the Main Menu, select Date/Time. Press: 
Alt + D 
2. Stratagy prompts: 
Password? 
Enter the password. (The default password is 
Stratagy, with the first letter uppercase.) 
3. The current date and time settings display, with the 
date field highlighted. 
Use the arrow keys (7‘ &) to move between the 
date and time fields. Or press 
Enter to move to 
the next field. 
Enter the new date and time settings. The date 
format is: 
m m/dd/y y y y 
The time format (24-hour clock) is: 
hh:mm:ss 
When finished, return to the Main Menu. 
7 PERFORMING SYSTEM 
SHUTDOWN 
Occasionally you will need to shut down, or exit, Stratagy 
call processing. Circumstances include: 
n Turning power off to perform hardware maintenance 
n Backing up or restoring Stratagy using the Stratagy 
Backup Utility 
n Upgrading the system 
n Configuring Stratagy using the Stratagy Configuration 
Utility 
n Moving the system to another location 
IMPORTANT NOTE: 
Never shutdown Stratagy by turning off the 
computer’s power. Doing so may corrupt the 
system files that are in use. Perform the 
following FIRST. To exit the system: 
1. 
2. 
3. 
4. 
5. 
6. From the Main Menu, select Shutdown. Press: 
Alt+S 
Stratagy prompts: 
Password? 
Enter the password. (The default password is 
Stratagy, with the first letter uppercase.) 
Stratagy prompts: 
Shutdown the entire system? 
[NY ] 
N: Do not shutdown the system. Return to the 
Main Menu. 
Y: Shutdown the system. 
Stratagy reconfirms: 
Really SHUTDOWN the entire system? 
[NY ] 
N: Do not shutdown the system. Return to the 
Main Menu. 
Y: Shutdown the system. 
Stratagy starts shutdown. If any ports are in use, 
Stratagy delays shutting down the system for 60 
seconds. At that time, Stratagy completes 
shutdown, cutting off any callers or users that are 
still active. 
When shutdown is complete, the system displays 
the Stratagy Configuration Utility. 
Stratagy system power may be turned off if 
desired. 
3-7  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PROGRAMMING SECTION 
CHAPTER 4 
CUSTOMIZING USER ID MAILBOXES  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 4 
- Customizing User ID Mailboxes 
PARAGRAPH 
SUBJECT PAGE 
1 Introduction ______________________________ ________________________________________----------------------------------- 4-l 
2 
Defining User ID Field Values ________________________________________----------------------------------------- 4-l 
3 
Using the Users Menu ________________________________________--------------------------------------------------- 4-l 
3.1 
Accessing and Exiting the Users Menu ________________________________________-------------------------- 4-2 
3.2 
The Users Menu ________________________________________-------------------------------------------------------- 4-2 
3.3 
Defining a User ID Record ________________________________________------------------------------------------- 4-2 
3.4 
Deleting a User ID Record ________________________________________------------------------------------------- 4-3 
3.5 
Listing the User ID Records ________________________________________----------------------------------------- 4-3 
4 
Using the Auto (Scheduling) Menu ________________________________________----------------------------------- 4-l 6 
4.1 
Accessing and Exiting the Auto Menu ________________________________________---------------------------- 4-16 
4.2 
The Auto Menu ________________________________________--------------------------------------------------------- 4-16 
4.3 
How Stratagy Uses Auto Records ________________________________________--------------------------------- 4-I 6 
4.4 
Defining an Auto Record ________________________________________--------------------------------------------- 4-16 
4.5 
Disabling an Auto Record ________________________________________-------------------------------------------- 4-17 
5 
Using the Notify Menu ________________________________________--------------------------------------------------- 4-22 
5.1 
Accessing and Exiting the Notify Menu ________________________________________--------------------------- 4-22 
5.2 
The Notify Menu ________________________________________-------------------------------------------------------- 4-22 
5.3 
Templates ________________________________________---------------------------------------------------------------- 4-22 
5.4 Defining a Notify Record ________________________________________--------------------------------------------- 4-22 
5.5 
Disabling a Notify Record ________________________________________-------------------------------------------- 4-23 
FIGURE LIST 
FIGURE 
4-l 
4-2 
4-3 
4-4 
TITLE PAGE 
Users Menu with Sample Data ________________________________________---------------------------------------- 4-4 
Sample User ID Table Listing ________________________________________------------------------------------------ 4-4 
Auto Menu with Sample Data ________________________________________------------------------------------------ 4-17 
Notify Menu with Sample Data ________________________________________---------------------------------------- 4-24 
TABLE LIST 
TABLE 
4-l Users Menu Fields------------------------------------------------------------------------------------------------ 4-5 
4-2 
Auto (Scheduling) Menu Fields ________________________________________---------------------------------------- 4-18 
4-3 
Notify Menu Fields ________________________________________-------------------------------------------------------- 4-25 
TITLE PAGE 
. 
4-i  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 4 
CUSTOMIZING USER ID 
MAILBOXES 
1 INTRODUCTION 
This section provides detailed information about 
customizing User ID mailboxes. More specifically, this 
chapter discusses defining User IDS using the following 
menus: 
, 
Users Menu - The Users Menu enables you to define, 
delete, and list User ID mailboxes. Features to define 
include: company directory entries, do not disturb, 
call screening, greetings, and control structures such 
as chains, groups, and menus. Once you have 
defined and saved a User ID, you can customize it 
using the Auto and Notify Menus. 
Auto (Scheduling) Menu -With the Auto Menu, you can 
set up automatic changes for each User ID Mailbox. 
You can set these changes to occur at a specified 
time, on certain days of the week, or on a specified 
date. For example, you can set up different daytime 
and nighttime greetings. 
Notify Menu - The Notify Menu enables you to program 
Stratagy to automatically call a user to notify him of 
messages. Notification methods include beepers, 
other telephones, and office paging systems. 
In addition to the programming capabilities provided by 
the Users, Auto, and Notify Menus, Stratagy provides a 
Token Programming Language which enables you to 
obtain additional features. These include fax on demand 
and message waiting light control. For details, see 
Chapter 6, “Token Programming Language.” 
Stratagy provides reserved User ID mailboxes that have 
common features pre-programmed, including future 
delivery, guest defaults, and fax tone detect. In addition, 
User IDS 7000 - 7014 provide pre-programmed fax 
features that can be copied and used for defining User ID 
records. Notify contains templates (e.g., message waiting 
light control and pagers) you can use for defining User ID 
Notify records. 
For sample customized User ID mailboxes, see Appendix 
B. If you have questions about customizing User ID 
mailboxes, please contact Toshiba Technical Support. 
2 DEFINING USER ID FIELD 
VALUES 
When in the Users, Auto, and Notify Menus, you can 
identify the field you are in by the location of the solid 
color edit block on the screen next to the field name. 
To change the value of the field, type the information you 
want in the field and press 
Enter or, for some fields, 
press the 
spacebar to toggle the value. 
To move between fields, use 
tab to move the edit block 
to the next field. Use 
Enter or the arrow keys (t A ) 
to move between fields. Press 
Home to move the edit 
block to the first field. 
Online help is available on a field-by-field basis. For 
details, see “Using the Stratagy System” in Chapter 3. 
3 USING THE USERS MENU 
The Users Menu is the point from which every User ID is 
created, modified, saved, and deleted. Features available 
through the Users Menu include: 
n Company directory entries 
n Ring no answer 
n Do not disturb 
n Call screening 
n Message storage 
n Control structures (chains, groups, and menus) 
n User statistics 
Once you have defined and saved a User ID, you can 
further customize it using the Auto and Notify Menus. 
This section discusses: 
n Accessing and exiting the Users Menu 
n The Users Menu 
n Defining a User ID record 
n Deleting a User ID record 
n Listing User ID records 
4-l