Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL 
SEPTEMBER 1994 
3.1 ACCESSING AND EXITING THE USERS 
MENU 
NOTE: 
For information about the Main Menu, see 
Chapter 3, “Starting, Using and Exiting the 
Stratagy System”. 
3.1 .l ACCESSING THE USERS MENU 
Access the Users Menu from the Main Menu. Enter: 
Alt+U 
Enter the password (the default password is Stratagy, 
with the first letter uppercase) 
NOTE: 
The password does not display as you type. If 
you enter it incorrectly, you must select the Users 
Menu again. 
3.1.2 EXITING THE USERS MENU 
When you have finished defining the Users records, 
press 
Esc to return to the Main Menu. 
IMPORTANT NOTE: 
If you want to save your modifications to the 
current User ID record, be sure to press 
Al t + S to save before pressing Es c. 
3.2 THE USERS MENU 
The Users Menu (Figure 4-1) consists of five parts: 
Menu Bar: access and viewing options (select). 
Mailbox Identification: minimum information Stratagy 
requires for a standard User ID which transfers calls 
and takes messages (modify). 
User ID Basic Options: ring no answer, do not disturb, 
call screening, and message information for this User 
ID mailbox (modify). 
User ID Control Options: chain, group, and menu 
information for this User ID mailbox (modify). 
User ID Statistics: statistics for this User ID mailbox. 
These can be used to generate reports (display). 
For a description of the Users Menu, including the 
definition of each field, see Table 4-l. In addition, when 
using the menu, press 
Fl to display detailed help for the 
current field. 
3.3 DEFINING A USER ID RECORD 
Defining a User ID record involves one of the following: 
H Creating a User ID record 
H Modifying an existing User ID record 
H Copying an existing User ID record 
3.3.1 CREATING A USER ID RECORD 
To create a User ID mailbox: 
1. Enter a unique number in the User ID field. Press 
Enter. 
Stratagy initializes the remaining fields (including 
the Notify and Auto records) with the default 
values specified in User ID 997. 
2. Define the User fields (Mailbox Identification, User 
ID Basic Options, User ID Control Options). Use 
Enter or the arrow keys (7‘ .L ) to move 
between fields. 
NOTE: 
To display detailed help for the current field, 
press 
F 1. 
3. 
Press Alt + S to save the record. The Created 
field changes from NEVER to the current date and 
time. 
4. As appropriate, continue defining the User ID 
mailbox using the Auto Menu and Notify Menu. 
3.3.2 MODIFYING AN EXISTING USER ID RECORD 
To modify an existing User ID mailbox: 
1. In the User ID field, enter the User ID of the User 
ID mailbox record you want to modify. Press 
Enter. 
Stratagy automatically loads the User ID mailbox 
record. If the User ID does not exist, Stratagy 
assumes that you are creating a new User ID 
mailbox record (see “Creating a User ID Record” 
above). 
To determine whether a particular User ID has 
already been created, look at the Created field in 
the User ID Statistics area. 
2. Define the User fields (Mailbox Identification, User 
ID Basic Options, User ID Control Options). Use 
Enter or the arrow keys (1‘ .L ) to move 
between fields. 
, 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
NOTE: 
To display detailed help for the current field, 
press 
F 1. 
3. 
Press Alt + S to save the record. 
4. As appropriate, continue defining the User ID 
mailbox using the Auto Menu and Notify Menu. 
3.3.3 COPYING AN EXISTING USER ID RECORD 
To copy an existing User ID mailbox to use as a template 
to create new User ID mailboxes: 
1. In the User ID field, enter the User ID of the User 
ID mailbox record you want to modify. Press 
Enter. 
Stratagy automatically loads the User ID mailbox 
record. 
2. To copy the existing User ID mailbox, select Copy. 
Enter: 
Alt+C 
3. Stratagy prompts for the User ID range to copy to: 
First User ID: 
Last User ID: 
Enter the range. Press 
Enter. 
4. Stratagy creates the specified range of User ID 
mailboxes using the existing User ID mailbox as a 
template. 
5. Customize the first User ID mailbox copied: 
a. Define the User fields (Mailbox Identification, 
User ID Basic Options, User ID Control 
Options). Use 
Enter or the arrow keys (?J) 
to move between fields. 
b. Press 
Alt + S to save the record. c. As appropriate, continue defining the User ID 
mailbox using the Auto Menu and Notify Menu. 
6. Repeat the process for each of the User ID 
mailboxes copied. 
3.4 DELETING A USER ID RECORD 
To delete an existing User ID mailbox, including all 
messages and recordings: 
1. In the User ID field, enter the User ID of the User 
ID mailbox record you want to delete. Press 
Enter. 
2. Verify that this is the User ID mailbox you want to 
delete. 
3. Press 
Alt + D to delete this User ID mailbox 
record. 
IMPORTANT NOTE: 
Once deleted, 
there is no way to retrieve the 
User ID mailbox record. 
3.5 LISTING THE USER ID RECORDS . 
To list the existing User ID mailboxes, select Table. Enter: 
Alt+T 
The User IDS list in numerical order, along with the 
Comment, Extension, Name (Directory Name 1 and 
Directory Name Z), and Messages (Messages Current) 
fields. 
To access a specific User ID, use the arrow keys (7‘ .L ) 
to highlight the ID and press 
Enter. The Users Menu 
displays with this User ID’s information. 
To return to the Users Menu, press 
Est. 
For a sample User ID Table listing, see Figure 4-2. For 
field definitions, see the Users Menu fields (Table 4-l). 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL 
SEPTEMBER 1994 
Save Auto Delete Notify Table Copy Esc/EXIT PgDn/NEXT PgUp/PREV 
Users 
User ID: 
203 Comment: 
Extension: Security Code: 
203 
Dir Name 1: 
JOHNSON Dir Name 2: KEN Read-only: OFF 
Basic Options 
Maximum Rings: 
Do Not Disturb: 
Screem Calls? 
Store Messages? 
Copy Messages To: 
Message Volume: 
Curent Greeting: 
Busy Message? 
ID Call? 
NO D/T? 0 (default is 4) 
OFF 
Lock: 
OFF 
OFF Lock: OFF 
YES Max: 180 set 
0 Guests: 1 
1 Max: 45 set 
SYS Max: 45 set 
YES Name/Ext? YES Chains 
Done: 
RNA: 
Busy: 
Delay: 
Wenus 
1: 
4: 
7: Groups 
1: 1 
2: 7 
3: 0 
0 4: 0 
2: 3: 
5: 6: 
8: 9: 
0: 
I 
Created: 08/04/94 23:02 Conn Sets: 975 Statistics Started: 08/04/94 23:02 
Saved: 08/11/94 23:02 User Sets: 
4376 Calls: 153 Last: 08/26/94 lo:41 
Messages Transfers: 6 Last: 
08/19/94 18:47 
Current: 10, 0 new ( 
583 set) Logins: 
62 Last: 
Maximum: 36 Total: 08/26/94 16:12 
70 Notifies: 87 Last: 08/26/94 17 :29 
Figure 4-l 
Users Menu with Sample Data 
Esc/EXIT Enter/SELECT Table 
User ID 
Comment 
Extension Name Messages 
225 
226 
227 
228 
229 
230 
231 
411 
990 
991 
994 
995 
996 
997 
998 
999 225 
Michaels Sara Beth 1 ( 25 set) 
226 Garcia Maria 
2 ( 601 set) 
227 Scott Donna 3 ( 153 set) 
228 
Smith Joe 0 0  ( set) 
229 Chow Bill 1 ( 65 set) 
230 7 ( 320 
Washington JoAnn set) 
231 Thomas Steve 
i I 0 set) 
DIRECTORY IN 
0 set) 
GREETING 
0 ( 0 set) 
INSTRUCTIONS 
: : 0 set) 
Fax Tone Det 
0 set) 
Future Deliv 
Guest Defaul i 0 set) 
0  I set) 
Defaults Box 
0 ( 0 set) 
Direct Messa 
0 set) 
SYSTEM ADMIN 
0 set) 
, 
Figure 4-2 
Sample User ID Table Listing 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
MENU AREA 
Menu Bar (select) FIELD DESCRIPTION _ 
Access Options Save 
Auto 
Delete Press Alt + S to save the current User ID record. 
Press 
Alt + A to access the Auto Menu. 
Press 
Alt + D to delete the curent User ID mailbox, 
including associated messages and greetings. 
Exit Options Notify 
Table 
Esc/EXIT Press 
Alt + N to access the Notify Menu. 
Press 
Alt + T to list all User ID mailboxes. 
Press 
Esc to exit the Users Menu and return to the Main 
Menu. 
Viewing Options PgDn/NEXT 
PgUp/PREV 
Menu Identification Users 
Mailbox identification (modify) 
User 
ID: Press 
PgDn to view the next User ID mailbox. 
Press 
PgUp to view the previous User ID mailbox. 
Menu title. 
User ID mailbox number. Usually associated with a phone 
extension (for simplicity). Employees without a phone 
extension can have a mailbox from which they can send and 
receive messages. Mailboxes can be used for special 
funtions such as directories or question and answer surveys. 
Comment: Possible values: 0 - 99999999 (must be unique). 
Notation or reminder about the function of the mailbox. 
For example, a User ID may be identified by function 
(extension, information box, etc.) or contents (greeting, 
directory, etc.). 
SIRGY-PROG ,wm 
Table 4-1 
Users Menu Fields 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
MENU AREA FIELD 
Mailbox identification (continued) 
(modify) 
DESCRIPTION 
Security Code: Password that permits the user access to this User ID 
mailbox. The security code insures that only appropriate 
users can change greeting, record custom busy message, 
listen to messages left for this User ID, or change option 
settings. 
The initial value depends on the security code for User ID 
997. If blank, the initial security code for all User IDS is the 
same number as the User ID (e.g., for User ID 234, the 
security code is 234). Otherwise, it is the security code for 
User ID 997 (default is 997). 
If the security code is set to something untypeable at a 
telephone (such as an X), no one can log into the User ID 
mailbox. 
The user can change the password to assure confidentiality. 
For added security, the code does not display on the screen. 
You cannot view the security code; you can only change it. 
Extension: Programmed dial actions Stratagy performs to transfer a call 
that has accessed the User ID (i.e., Do Not Disturb is OFF). 
Includes transfer to a User ID mailbox, a remote number, or 
paging. Normally a simple extension number. 
Default: value entered in User ID field. 
Table 4-1 
Users Menu Fields (continued) 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
MENU AREA FIELD 
Mailbox identification (continued) 
(modify) 
DESCRIPTION _ 
Dir Name 1: The first of two names Stratagy will search for when a caller 
uses the 411 company directory. 
For most companies, this is the User ID owner’s first name. 
For example, if the name of the person corresponding to this 
User ID is Donna, the caller would enter digits corresponding 
to these letters on his touch tone phone (i.e., 3 6 6 6 2), and 
Stratagy would play the “User ID’s name and extension” if it 
has been recorded or the system default User ID. It is 
important that each user record his name and extension. 
For User IDS that do not appear in the 411 directory, leave 
this field blank. 
Stratagy simply plays the name and extension recording of 
all User IDS that match a caller’s entry for 411. Therefore, 
you can use this capability as a general search and playback 
system. The User ID used for directory searching can be 
defined on a per port basis. 
The number of letters used for the directory is defined in the 
system configuration. The maximum number of letters 
configurable is 16; Stratagy’s default is 3. Spaces are 
ignored. Non-alphabetical characters are not allowed. 
Dir Name 2: The second of two names Stratagy may search for when a 
caller uses the 411 company directory. 
For most companies, this is the User ID owner’s last name or 
another way to reference this User ID, such as a variation in 
spelling (Cathy, Kathy) or a nickname (Michael, Mike). It can 
also be used for the name of an additional user when a User 
ID is shared. 
For User IDS that do not appear in the 411 directory, leave 
this field blank. 
The number of letters used for the directory is defined in the 
system configuration. The maximum number of letters 
configurable is 16; Stratagy’s default is 3. Spaces are 
ignored. Non-alphabetical characters are not allowed. 
Read-only: (display only) 
Whether this User ID is modifiable. 
Table 4-1 
Users Menu Fields (continued) 
YES: You cannot modify this User ID. You can use the User 
ID as a template - you can copy it and modify the 
copy. 
* 
NO: You can modify this User ID. 
STRGY-PROG 101-01 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
MENU AREA FIELD DESCRIPTION 
User ID Basic Options (modify) 
Ring No Answer Maximum 
(RNA) Rings: When transferring a call to the User ID, the number of rings 
Stratagy will wait before determining a Ring No Answer 
status. This option only works when Stratagy is controlling 
the call transfer during a monitored, or supervised, transfer. 
For example, if the phone is not answered within 4 rings 
Stratagy may play this User ID’s greeting and take a 
message, or transfer the call to another extension if an RNA 
chain is being used. 
Possible values: 0 (uses system default), 1 - 9 
Default: 4 
Do Not Disturb 
P ND) Do Not 
Disturb: Whether Stratagy transfers callers directly to a user’s 
mailbox without ringing the user’s phone. If Lock Do Not 
Disturb is set to OFF, the user can toggle this feature on or 
off through the telephone. 
If the intention of the User ID is to offer recorded information, 
set Do Not Disturb to ON and Lock Do Not Disturb to ON. 
ON: Do Not Disturb is on. Calls to this User ID are never 
transferred to an extension. The greeting plays 
immediately. 
OFF: Do Not Disturb is off. 
Possible values: ON, OFF 
Default: OFF (DND not active) 
Lock Do Not 
Disturb: Locks the current Do Not Disturb setting. The current Do Not 
Disturb setting cannot be changed by the user through the 
telephone. 
If the intention of the User ID is to offer recorded information, 
set Do Not Disturb to ON and Lock Do Not Disturb to ON. 
ON: User will not be permitted to access or change the Do 
Not Disturb setting through the telephone. 
OFF: User can change the Do Not Disturb setting. 
Possible values: ON, OFF 
Default: OFF (not locked) 
Table 4-l 
Users Menu Fields (continued) I 
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							, 
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
MENU AREA FIELD 
User ID Basic Options (continued) 
(modify) 
DESCRIPTION - 
Call Screening Screen Calls? Whether Stratagy asks the caller to record his name before 
attempting a transfer to the user’s extension, allowing a user 
to accept or decline the call. If the user rejects the call, 
Stratagy follows the procedures used for the Ring No Answer 
chain. If Call Screening Lock is set to OFF, the user can 
toggle this feature on or off. 
ON: Call Screening is on. 
OFF: Call Screening is off. 
Possible values: ON, OFF 
Default: OFF (Cal/ Screening is off) 
Lock Call 
Screening Locks the current Screen Calls setting. The current Screen 
Calls setting cannot be changed by the user through the 
telephone. 
ON: User will not be permitted to access or change the 
Screen Calls setting through the telephone. 
OFF: User can change Screen Calls selection. 
Possible values: ON, OFF 
Default: OFF (not locked) 
Messages Store 
Messages? Whether Stratagy allows the User ID mailbox to store 
messages. 
Certain applications require a User ID mailbox to play 
information only and not record messages. To prevent 
Stratagy from taking messages after the User ID’s greeting 
plays, set Store Messages to NO 
and Copy Messages To to 
blank. 
YES: This mailbox may store messages. 
NO: This mailbox may not store messages. 
NOTE: 
If Copy Message To has a valid User ID, the message 
is recorded, then stored in the Copy Message To User 
ID mailbox. 
Possible values: YES, NO 
Default: YES (Store Messages is on) 
Store Maximum message length in seconds a caller is allowed 
Messages when leaving a message. 
Max 
Possible values: 0 (unlimited), 1 7 999 (seconds) 
Default: 180 (3 minutes) 
STRGY-PROG.t04-01 
Table 4-1 
Users Menu Fields (continued) 
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‘ 
MENU AREA FIELD 
User ID Basic Options (continued) 
(modify) 
DESCRIPTION 
Messages (continued) 
COPY 
Messages To: User ID mailbox to which to send a copy of this mailbox’s 
messages. 
If Store Messages is set to YES, Stratagy stores the 
message in both the accessed User ID mailbox and the 
Copy Messages To User ID mailbox. 
If Store Messages is set to NO, Stratagy stores the message 
only in the Copy Messages To User ID mailbox. 
Certain applications require a User ID mailbox to play 
information only and not record messages. To prevent 
Stratagy from taking messages after the User ID’s greeting 
plays, set Store Messages to NO and Copy nllessages To to 
blank. 
Message 
Volume: Possible values: blank, valid User ID mailbox 
Default: blank (Copy Messages To is off) 
Volume at which messages are played back to the user. This 
value can be set by the user through the telephone. 
Possible values: -8 (softest) - 8 (loudest) 
Default: 0 
Guests: Number of guest User IDS this User ID can create. 
7 - 99: user can create the number of guest User IDS 
originally configured plus this many additional guest 
User IDS 
0: user can create as many guest User IDS as originally 
configured. 
-1: user cannot use the guest User ID feature 
Possible values: -1 (no guest User IDS), 0 (no additional 
guest User IDS), 1 - 99 (additional guest User IDS) 
Default: -1 (cannot use guest User IDS) 
Current 
Greeting: Which of eight User ID greetings will play. This value can be 
set by the user through the telephone unless Current 
Greeting Max is set to 0. 
Each mailbox user may record up to seven custom 
greetings. The system default greeting is “Please leave a 
message for [name and extension].” 
Possible values: 0, 1 - 7 
Default: 0 (system greeting) 
SIRGY-PROG.,OII- 
Table 4-I 
Users Menu Fields (continued) , 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
MENU AREA FIELD 
User ID Basic Options (continued) (modify) DESCRIPTION _ 
Messages (continued) Current 
Greeting Max Maximum greeting length (seconds) for each custom 
greeting recorded by the user. Whether the user can change 
the current greeting. 
Possible values: 0 (user cannot record greetings), 1 - 999 
Default: 45 (seconds) 
Busy 
Messages? Greeting caller receives when the extension is busy. 
SYS: System default busy message. Stratagy advises the 
caller that he may hold for the extension 
by pressing *, 
dial another extension, or leave a message by waiting 
for the tone. If the caller chooses to hold, Stratagy 
informs the caller of his position in the hold queue and 
then plays 30 seconds of the Busy-Hold Music file 
before trying the extension again. After each transfer 
attempt, the caller will be given the same options. 
CUS: Custom busy message. 
Possible values: CUS, SYS 
Default: SYS 
Busy Message Maximum greeting length (seconds) for the custom busy 
Max message recorded by the user. Whether the user can 
change the busy greeting. 
Possible values: 0 (user cannot change greeting), 1 - 999 
Default: 45 (seconds) 
ID Call? Identify callee. Play the name and extension associated with 
the User ID mailbox the caller dialed. 
YES: Stratagy plays the name and extension recording of the 
User ID accessed to reach the extension. Used when 
more than one User ID mailbox is assigned to the same 
telephone extension. 
NO: Stratagy plays a connection tone to the answering party. 
Possible values: YES, NO 
Default: NO 
D/T? During message playback, play the date and time a message 
was recorded. 
YES: Play the date and time before playing the message. 
NO: Do not play date and time. 
Possible 
values: YES, NO 
Default: YES (play date and time) 
Table 
4-1 
Users Menu Fields (continued) , 
4-l 1