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Toshiba Stratagy 4/6/24 Installation And Maintenance Manual
Toshiba Stratagy 4/6/24 Installation And Maintenance Manual
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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) Name/Ext? Whether the user may record his name and extension for playback/identification to a caller. YES: Plays user’s recording of name and extension. NO: Plays User ID number. Possible values: YES, NO Default: YES User ID Control Options (modify) Chains Chains are how we tell Stratagy what to do with a caller when one of three specific conditions apply: Done, RNA (Ring No Answer), Busy. Done: Instructs Stratagy where to send a caller who remains on the line after leaving a message or after listening to an announcement only mailbox. blank: Stratagy uses the Done chain of the initial greeting User ID (generally 990), which normally points to User ID 991 (caller instructions User ID). Possible values: blank, another User ID, special programming language RNA: Default: blank (Done chain of the initial greeting User ID) Instructs Stratagy where to send a caller when there is a Ring No Answerat this User ID’s extension. Defining an RNA chain enables Stratagy to control extension hunting. Possible values: blank, another User ID, special programming language Busy: Default: blank (plays the current greeting for the mailbox) Instructs Stratagy where to send a caller when this User ID’s extension is Busy. Possible values: blank, another User ID, special programming language Delay: Default: blank (plays the busy greeting for the mailbox and takes a message) Number of tenths of seconds Stratagy waits after playing this User ID’s greeting before continuing processing. Callers may enter DTMF to transfer processing to another User ID. Possible values: tenths of seconds (a value of IO equals 1 set) Default: 0 (no additional delay) * Table 4-l Users Menu Fields (continued) , 4-12
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 MENU AREA I FIELD I DESCRIPTION . User ID Control Options (continued) (modify) Groups 1: 2: 3: 4: Groups control which User IDS a call may access. Each User ID mailbox user may be a member of up to four groups. To be able to access another User ID, the caller User ID must share at least one group number with the currently accessed User ID. If all groups are set to 0, then no other User ID may be accessed. For example, assume the following: User ID Group 1 Group 2 Group 3 Group 4 100 1 0 0 0 222 1 5 0 0 303 5 7 0 0 440 7 0 0 0 For the above example, User ID 100 may access User ID 222 only. User ID 222 may access User IDS 100 and 303. User ID 303 may access User IDS 222 and 440. User ID 440 may access User ID 303 only. Groups are useful for isolating different departments in the same company or different companies sharing one system. For example, suppose two companies share the same President, Vice President, and Controller and you would want them accessible to all companies; but each company has a different Human Resources department that you may want to prevent caller access from one to the other. First of four groups. Possible values: 0 (not in use), 1 - 99,999,999 Default: 1 (group 1. This is Stratagy’s default; and may have been redefined during configuration.) Second of four groups. Possible values: 0 (not in use), 1 - 99,999,999 Default: 0 (not in use. This is Stratagy’s default; and may have been redefined during configuration.) Third of four groups. Possible values: 0 (not in use), 1 - 99,999,999 Default: 0 (not in use. This is Stratagy’s default; and may have been redefined during configuration.) Fourth of four groups. Possible values: 0 (not in use), 1 - 99,999,999 Default: 0 (not in use. This is Stratagy’s default; and may have been redefined during configuration.) STRGY-PROG 104-c Table 4-1 Users Menu Fields (continued) 4-13
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 MENU AREA FIELD User ID Control Options (continued) (modify) DESCRIPTION Menus Menus define the destination a caller will be sent when he presses one of the ten possible menu options while listening to the greeting of this mailbox. Menus can accommodate an unlimited number of special applications. Each User ID mailbox may reference up to 10 single-digit menu selections. Each menu selection may be assigned to a particular User ID. If the caller dials an assigned menu selection, Stratagy transfers the caller to the assigned User ID. Stratagy processes unassigned menu digits normally. For example, if the menu digit 0 is not defined and the caller dials 0, Stratagy selects User ID 0 (typically, the operator). A special function User ID mailbox set up for customer service using Menus might be defined as follows. For Sales Assistance, press 1; for Product Information, press 2; for Service, press 3; or press 0 for the operator. The Menu set up would look like: 1:222 2:350 3:516 4: 5: 6: 7: 8: 9: 0:240 If the caller selects 1 (Sales Assistance), he would be transferred to User ID mailbox 222. If the caller selects 2 (Product Information), he would be transferred to User ID mailbox 350. If the caller selects 3, he would be transferred to User ID mailbox 516 (Service). If the caller selects 0 (Operator), he will be transferred to the customer service secretary at extension 240. If the caller presses a menu digit that does not contain a User ID, he would be transferred to that User ID (e.g., if the caller presses 7, he would be transferred to User ID 7). User ID Statistics (Statistics for this User ID mailbox. Display only.) Created: Date (mm/dd/yy) and time (hh:mm) this User ID mailbox was originally created. Time is in military format (24-hour clock). Saved: Date (mm/dd/yy) and time (hh:mm) this User ID mailbox was last updated. Time is in military format (24-hour clock). Conn Sets: Number of seconds callers have been connected to this mailbox since it was created. STRG”.PRcn104. Table 4-1 Users Menu Fields (continued) I ,’ 4-14
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 ‘ MENU AREA FIELD DESCRIPTION _ User ID Statistics (continued) (Statistics for this User ID mailbox. Display,) User Sets: Number of seconds users have been connected to this mailbox since it was created. Messages Current: Messages New: Number of messages currently stored and number of seconds for playback of these stored messages. Number of new (not yet played) messages. Messages Maximum: Messages Total: Maximum number of messages ever stored at the same time. Number of messages stored since created. Statistics Started: Calls: Calls Last: Last time statistics were reset. Reset Statistics is an option after running a System Report. Number of times mailbox accessed by a caller since statistics were last reset. Date (mm/dd/yy) and time (hh:mm) of the last call. Time is in military format (24-hour clock). Transfers: Number of times Stratagy successfully completed a call transfer to the extension associated with this User ID since statistics were last reset. Transfers Last: Logins: Date (mm/dd/yy) and time (hh:mm) of the last transfer. Time is in military format (24-hour clock). Number of times the mailbox user accessed the mailbox for message retrieval or other mailbox functions since statistics were last reset. Login Last: Last time (date and time) this mailbox user accessed this mailbox for message retrieval or other mailbox functions since statistics were last reset. Time is in military format (24-hour clock). Notifies: Notifies Last: Number of times this mailbox user was notified of new messages. Last time (date and time) this mailbox user was notified of new messages. Time is in military format (24-hour clock). STRGY.PRcGWC Table 4-l Users Menu Fields (continued) 4-15
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 ‘ 4 USING THE AUTO (SCHEDULING) MENU The Auto (Scheduling) Menu enables you to set up automatic changes for each User ID mailbox. You can set these changes to occur at a specific time, on certain days of the week, or on a specified date. For example, based on your Auto definition, Stratagy will answer your company’s phone during the day with your daytime (open) greeting and during off-hours with your nighttime (closed) greeting. By defining Auto fields, you can schedule when a User ID mailbox will change the: n Do Not Disturb setting H Call Screening setting n Greeting number n Destination defined in the Extension field n Number of rings before taking a message for this extension 4.1 ACCESSING AND EXITING THE AUTO MENU 4.1 .I ACCESSING THE AUTO MENU Access the Auto Menu through the Users Menu. While viewing a specific User ID mailbox record, select Auto by entering: Alt+A 4.1.2 EXITING THE AUTO MENU When you have finished defining the Auto records, press Esc to return to the Users Menu. IMPORTANT NOTE: If you want to save your modifications to the current Auto record, be sure to press Al t + S to save before pressing Es c. 4.2 THE AUTO MENU The Auto Menu (Figure 4-3) consists of four sections: Menu Bar: access and viewing options (select). Mailbox Identification: overlay of information about this User ID mailbox from the Users Menu (display). Auto Record Summary: ten one-line descriptions of existing schedules (display). Auto Record Options: Auto fields for the record highlighted in the Auto Record Summary (modify). For a description of the Auto Menu, including the definition of each field, see Table 4-2. In addition, when using the menu, press Fl to display detailed help for the current field 4.3 HOW STRATACY USES AUTO RECORDS The key to understanding how Stratagy uses Auto records is: Stratagy performs the specified changes at a given date and time. Stratagy waits for the right date, time, and day, and then makes the defined changes. Once Stratagy makes changes, it does not check if the changes remain, If the re-schedule information does not fall on a valid day, Stratagy increments the Next Change date until it falls on a valid day as defined by the Days of the Week, Restricted To field. 4.4 DEFINING AN AUTO RECORD Defining an Auto record involves one of the following: n Creating an Auto record n Modifying an existing Auto record 4.4.1 CREATING AN AUTO RECORD To create an Auto record: 1. In the Auto Record Summary area, use PgDn and PgUp to highlight the first description line. 2. Press the spacebar to toggle the Auto Record Options Enable field to YES. 3. Define the Auto Record Options fields. NOTE: To display detailed help for the current field, press F 1. 4. 4.4.2 Press Alt + S to save the record. Stratagy automatically transfers the data to the first available description line in the Auto Record Summary. MODIFYING AN EXISTING AUTO RECORD To modify an existing Auto record: 1. In the Auto Record Summary area, use PgDn and PgUp to highlight the record you want to define. 2. If appropriate, press the spacebar to toggle the Auto Record Options Enable field to YES. 3. Define the Auto Record Options fields. 4-16
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 NOTE: To display detailed help for the current field, press F 1. 4. Press Alt + S to save the record. Stratagy automatically transfers the data to the appropriate description line in the Auto Record Summary. 4.5 DISABLING AN AUTO RECORD To disable an existing Auto Schedule Record: 1. Use PgDn and PgUp to highlight the appropriate description line in the Auto Record Summary. 2. Press the spacebar to toggle the Auto Record Options Enable field to NO. 3. Press Alt + S to save the record. Stratagy automatically disables the appropriate description line in the Auto Record Summary. Save Esc/EXIT PgDn/NEXT PgUp/PREV Auto User ID: 990 Comment: Company Greeting Security Code: Extension: Directory Name 1: Directory Name 2: NEXT: 08/30/94 09:OO; RNA -> 0 DND -> ON CS -> OFF GRT -> 1 NEXT: 08/30/94 17:OO; RNA -> 0 DND -> ON CS -> OFF GRT -> 2 Enabled Change On: 08/20/1994 At 09:OO Restrict To: M T W T F S S YES And Every: 0 month(s) 1 day(s) YYYYYNN 0 hour(s) 0 minute(s) Next Change: 08/30/94 09:OO Extension: Rings: 0 Do Not Disturb: ON Call Screening: OFF Greeting #: 1 Figure 4-3 Auto Menu with Sample Data 4-17
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 ‘ MENU AREA Menu Bar (select) FIELD DESCRIPTION Access Options Exit Option Viewing Options Menu identification Save c Esc/EXIT PgDn/NEXT PgUp/PREV Press Alt + s to save the current Auto record. Press Esc to exit the Auto Menu and return to the Users Menu. Press PgDn to view the next Auto record for this User ID. Press PgUp to view the previous Auto record for this User ID. Menu title. I Mailbox Identification (display; defined in the Users Menu) User ID: User ID mailbox number. Comment: Notation or reminder about the functions of this mailbox. Security Code: Extension: Directory Name 1: Directory Name 2: Password that permits the user access to this User ID mailbox. (Does not display.) 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. The first of two names Stratagy will search for when a caller uses the 411 company directory. The second of two names Stratagy may search for when a caller uses the 411 company directory. 1 Auto Record Summary (display; one line descriptions of existing schedules) 1 Auto Record Options (modify) Auto Scheduling Enabled Enabled Table 4-2 Auto (Scheduling) Menu Fields (continued) 4-18 Enable or disable the current Auto record. YES: Enable the record. Stratagy carries out the instructions defined by the record. ENABLED displays. NO: Disable the current Auto Schedule record. NO displays. Possible values: YES, NO Default: NO (displayed)
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 MENU AREA FIELD Auto Record Options (continued) (modify) DESCRIPTION I First Change Change On: Change At: Date (mm/dd/yyyy) of first scheduled change. Time (hh:mm) of first scheduled change. Military format (24-hour clock). To guarantee that Stratagy will program a holiday schedule after the open greeting schedule, set the holiday greeting’s Change At time one minute after the regular open greeting time in case the holiday and open greeting schedules take place on the same day. Frequency of Change Stratagy adjusts the next event time forward one day at a time per Days of the Week, Restricted To until the first valid day is found, regardless of the values in the Frequency of Change fields. To program holidays that occur on different days each year, such as Thanksgiving and Labor day, define the Frequency of Change fields of as 11 months and 29 days, restricted to the appropriate Days of the Week. And Every Month(s): Number of months before this change will re-occur at the time defined under Change On/At. For example, most holiday greetings would be set to occur every 12 months on the day specified. Possible values: 0 - 12 Default: 0 (months) And Every Day(s): Number of days before this change will re-occur at the time defined under Change On/At. With every 1 day, the change occurs daily; with every 14 days, the change occurs every two weeks. Possible values: 0 - 31 Default: 0 (days) And Every Hour(s): Number of hours before this change will re-occur. With every 12 hours, the change occurs twice daily. Possible values: 0 - 23 Default: 0 (hours) Table 4-2 And Every Minute(s): Number of minutes before this change will re-occur. With every 30 minutes, the change occurs every half hour. Possible values: 0 - 59 Default: 0 (minutes) , STRGY-PROG 101-c Auto (Scheduling) Menu Fields (continued) 4-l 9
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 , MENU AREA FIELD Auto Record Options (continued) (modify) DESCRIPTION Days of the Week Restricted To: Days of the week to which the change is restricted. Y: Yes, the change occurs on this day of the week. N: No, the change does not occur on this day of the week. NOTE: Stratagy adjusts the next event time forward one day at a time until the first valid day is found, regardless of the values in the Frequency of Change fields. In the following example, the change is scheduled for Monday through Friday only. Restricted To: MTWTFSS YYYYYNN Possible values: Y, N Default: Y Next Change Next Change (display) Date and time the next change will occur. Possible values: mm/dd/yyyy hh:mm: date and time of next change. Time is in military format (24-hour clock) Default: NEVER (Auto record is disabled) User ID Information Extension New extension Stratagy rings when this record is active. More specifically, programmed dial actions Stratagy performs after the change occurs to transfer a call that has accessed the User ID (i.e., Do Not Disturb is OFF). For example, ring a different extension after hours than during the day. Valid entries: include User ID mailbox, phone extension, special programming language Default: Users Menu Extension value for this User ID Rings When the change occurs, the maximum number of rings Stratagy must wait when transferring a call to this User ID before determining a Ring No Answer. Possible values: 0 (uses system default), 1 - 9 Default: 0 Table 4-2 Auto (Scheduling) Menu Fields (continued) I 4-20
STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 MENU AREA FIELD Auto Record Options (continued) (modify) DESCRIPTION - User ID Information (continued) Do Not Disturb Value for Do Not Disturb when the change occurs, even if PW the Users Menu Lock Do Not Disturb is ON. ON: Stratagy plays the User’s mailbox greeting to the caller without attempting to ring the extension. OFF: Stratagy follows the dialing instructions provided in the Extension field. Possible values: ON, OFF Default: OFF (DND not active) Call Screening Value for Call Screening when the change occurs, even if the Users Menu Lock Call Screening is ON. ON: Stratagy asks the caller to “record your name at the tone” and plays that recording to the User, allowing him to press 1 to accept the call or press 2 to reject theoall. If rejected, Stratagy plays the mailbox greeting to the caller. If accepted, Stratagy connects the caller to the user. OFF: Stratagy transfers the caller to the extension without inquiry. Possible values: ON, OFF Default: OFF (call screening is off) Greeting #: Which of eight greetings -the system greeting or one of seven User ID greetings -this extension/mailbox plays when the change occurs. Plays even if Users Menu Current Greeting Max is set to 0 (user cannot change greeting). Possible values: 0, 1 - 7 Default: 0 (system greeting) Table 4-2 Auto (Scheduling) Menu Fields (continued) 4-21