Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							STRATAGY 4/6/24 AUGUST 1994 
CHAPTER 3 
SYSTEM DEFINITIONS AND 
APPLICATIONS 
, This chapter contains a list of terms that are commonly 
used when discussing the Stratagy system. The second 
part of the chapter describes some basic and advanced 
applications which can be created using Stratagy. 
Chapter 4 includes a brief description of all Stratagy 
features. Refer to the Strategy Feature Description 
AYanualfor feature details. 
SYSTEM DEFINITIONS 
PBIUPhone System - The Stratagy system integrates 
with most business telephone systems: Private Branch 
Exchange (PBX), Centrex (usually used to refer to a 
Central Office located exchange), and hybrid key 
systems. For convenience, the terms “phone system” or 
“PBX” refer to the telephone systems to which the 
Stratagy system connects. 
Integration 
Dual Integration 
Normally, all of a Stratagy system’s ports will be 
attached to a single telephone system. But it is 
possible to configure both the Stratagy 6 and the 
Stratagy 24 systems on a per-port basis to work with 
two different telephone systems simultaneously. 
Because the system can operate with different 
telephone systems simultaneously, it is appropriate 
for use in offices where, possibly, two different 
companies, with two different phone systems, would 
like to share the costs and benefits of a single 
Stratagy system. 
lnband Integration 
Many telephone systems (PBXs) can be configured 
to provide information to the Stratagy system about 
an incoming call by preceding it with one or more 
DTMF digits. These DTMF strings are known as 
lnband Integration or lnband Signaling. The Stratagy 
system can be configured to receive and interpret 
these DTMF strings. With this information, the 
Stratagy system may answer the call with a company 
greeting, direct the call to begin recording a message 
for a user who is unavailable, etc. 
SMDI/RS-232 Integration 
SMDI integration is available on both Stratagy 6 and 
Stratagy 24 systems. SMDI is an industry standard 
method of integrating a PBX with Voice Mail and 
other peripheral systems. This interconnection is made via RS-232 data connections dependent upon 
the PBX capabilities. Data is passed in both 
directions: the PBX informs the auto attendant/voice 
mail system about each incoming call, and the voice 
mail system can send instructions to the PBX to turn 
message waiting lights on or off, as appropriate. 
User and User ID - The subscriber of a mailbox. May 
also be called subscriber and mailbox user. The User ID 
indicates the number (0 to 99,999,999) for that user. 
Mailbox - Mailboxes are a central element of the 
Stratagy system. Messages, greetings, and other 
information are recorded, stored, and activated in a 
mailbox. Each extension receiving messages is assigned 
a mailbox. The mailbox number represents the digits a 
caller enters, usually the same as the extension number. 
Not all mailboxes have associated extensions. Some 
don’t even receive messages such as company greeting 
mailboxes, and information mailboxes. 
Extensions - Extensions are telephones connected to 
the telephone system. In the Stratagy system’s 
configuration, extension is also used to mean the digits 
that the system dials. These digits are usually an 
extension number, but they may be any sequence that 
can be dialed on the PBX. This includes speed dial 
numbers or access digits, such as 9, used to access 
outgoing lines for calls. 
Ports - The Stratagy system is connected to the phone 
system as a series of DTMF tone dialing single-line 
extensions (2500-type sets). The number of ports 
configured determines the maximum number of calls the 
Stratagy system can handle simultaneously. 
Company Greetings - The Company Greeting is the 
announcement callers hear after the Stratagy system 
answers. A simple version is provided with the system: 
“Thank you for calling. Please stay on the line for 
assistance, or if you know the extension you wish to 
reach, please dial it now.” A new company greeting can 
be recorded to replace the default greeting. The greeting 
can be specific to a group of ports. 
Different greetings can also be used during different 
times of day, different days of the week, and for holidays. 
BASIC APPLICATIONS 
This section describes the three basic Stratagy 
applications: Automated Attendant, Telephone 
Answering, and Voice Messaging. 
AUTOMATED ATTENDANT 
Stratagy’s automated attehdant application can be set up 
to solve various answering requirements. 
n Answer company lines: Callers don’t have to wait 
when the operator is busy with other calls. Company 
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							STRATAGY 4/6/24 AUGUST 1994 
n 
n 
n 
4 lines are answered quickly and courteously by 
customized, automated greetings. If callers have a 
rotary phone or don’t know the extension, they are 
directed to an operator for assistance. 
Be available all of the time: Callers can reach 
Stratagy from any tone dialing telephone 24-hours-a- 
day, 36.5days-a-year. 
Call Routing  Provides callers with information: Callers may 
receive recorded information such as the company 
address, directions, product specifications or service 
offerings and price information (also described as an 
Audiotext feature). Menus make it easy for callers to 
get the information they need. 
Once a call is answered by the Stratagy system, 
callers are routed to the extension, department, etc., 
they enter. If the extension number is not known, a 
company directory may be used by dialing a name. 
Stratagy can also be set up to direct rotary callers to a 
live assistant. Additionally, if the line is unanswered or 
busy, the call can be routed to another extension, to 
the company operator or to a personal operator set up 
for that particular mailbox (see Personal Operator in 
the Advanced Applications section.) 
If all extensions are unavailable, a caller can hold or 
hang up. If they hold, they may be placed in a queue. 
They are then periodically told of their position in the 
queue and can be offered options to hold for the next 
available assistant, leave a message or dial another 
extension. 
If a fax tone is detected, Stratagy, can automatically 
transfer to a fax machine connected to a telephone 
system extension. 
TELEPHONE ANSWERING 
Stratagy offers comprehensive message taking 
capabilities which provide telephone answering when an 
individual is busy or unavailable to answer the telephone. 
Up to seven greetings per mailbox may be recorded and 
scheduled to play at various times of the day. This 
ensures coverage 24-hours-a-day, seven-days-a-week. 
When extensions are busy or don’t answer, Stratagy 
returns to the caller. Depending on how the mailbox is 
configured, the system states that the extension is busy 
or that the extension or person doesn’t answer. The 
caller is offered the choices of leaving a private message, 
calling another extension, or reaching assistance. 
VOICE MESSAGING 
Stratagy voice messaging features allow users to create, 
send, receive and save voice messages. Users can 
access their messages from any tone dialing phone. Users can play, edit, replay and discard messages. They 
can also forward messages to additional users and 
perform many other voice messaging capabilities. In 
addition, Stratagy 24 users can perform many of the 
same features for fax messages as an option. 
ADVANCED APPLICATIONS 
The following is a partial list of the advanced applications 
supported by Stratagy. Refer to Chapter 4 of this General 
Description and the Stratagy Feature Description Manual 
for more information. 
CALL QUEUING 
When Stratagy tries a user’s extension and finds that it is 
busy, it may offer the caller the option of either leaving a 
message or holding until the called extension becomes 
available. If the caller opts to hold, then Stratagy may 
play one or more pieces of “on-hold music” (which may, 
in fact, not be music at all, but instead it could consist of 
company, product, or other information). If more than one 
caller chooses to hold for the same extension, then 
Stratagy will queue the callers in the order that their calls 
were received. In addition to the “on-hold music,” callers 
will be informed of their position in this queue. 
FAX MESSAGING 
A Stratagy 24 system may be optionally configured with 
one or two external fax modems. These modems may be 
used for a variety of purposes, including Fax Messaging. 
With Fax Messaging, the system accepts a fax document 
in place of a voice message. Just as with the voice 
recording, the fax is “recorded” and stored in the 
recipient’s mailbox. When the user subsequently picks up 
messages, messages containing faxes will be identified 
to the user. If the user is calling from a fax machine (or 
other device capable of receiving a fax), then the user 
may request that the fax be transmitted (printed) on the 
same phone connection. Alternatively, the user may 
direct the Stratagy system to transmit the fax to another 
phone number with a separate phone call. 
FAX ON DEMAND/FAXBACK 
A Stratagy 24 system may optionally be configured with 
one or two fax modems. One use which can be made of 
these modems is to provide fax documents to callers. By 
using features similar to Audiotext as described in 
Chapter 4 of this General Description, the caller may 
select which fax document(s) are to be transmitted. The 
transmission may be done over the same phone call 
(“single-call”), or the Stratagy system may queue the fax 
for later transmission (a “two call” arrangement, which 
may make better use of a single fax modem). Depending 
on how the system is programmed, multiple fax 
documents may be transmitted in a single fax phone call. 
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FAX TONE DETECTION 
PERSONAL OPERATOR 
The Stratagy Automated Attendant listens for incoming 
fax tone when answering incoming lines. If fax tone is 
detected Stratagy will transfer the fax call to the 
destination extension designated by the User ID of the 
connected fax machine. The Stratagy system lets users specify a personal 
operator extension to provide live, personal call coverage 
when they are unavailable. If desired, callers can be 
automatically transferred to this extension, or can have 
the option of leaving a private message or being 
transferred to company operator assistance. 
INTERACTIVE VOICE RESPONSE (IVR) 
The Stratagy 6 and Stratagy 24 systems provide a 
number of powerful features which allow it to be used for 
Interactive Voice Response (IVR) applications, in addition 
to Auto Attendant and Voice Messaging. Programming 
tokens exist which allow the system to prompt the user 
for input (using a custom prompt), wait for the user to 
enter a DTMF response, which will be stored into a 
variable, and then use that information to access a 
database to formulate a response. Databases may be on 
the hard disk of the Stratagy system, accessed remotely 
over a network, or accessed through the serial ports of 
the Stratagy system, possibly connecting to a mainframe 
or other data server. Queries can be constructed in a 
free-form fashion, by using data in variables that is 
entered by the caller. TOKEN PROGRAMMING 
Once a response has been determined from the 
database, the Stratagy system may be programmed to 
play this data back to the caller in a number of different 
ways: as a date, time, monetary value (in dollars and 
cents), or simply as a number. The value may be 
combined with other custom-recorded prompts, so that 
the system could, for example, respond to a caller with 
the message “Your order for 6 items will be shipped on 
July 17, 1994.” The number six and the date in this 
example would be provided by the database, while the 
phrases “Your order for” and “items will be shipped on” 
would be recordings that the System Administrator would 
make. An important aspect of the Stratagy system is the Token 
Programming Language feature. While the Stratagy 
system allows easy configuration of User IDS for 
standard applications (Automated Attendant, Telephone 
Answering, Voice Messaging, dialing a standard 
extension, etc.), more sophisticated applications can be 
developed using the same concepts by making use of 
additional programming tokens. Besides the conventional 
DTMF digits, Stratagy supports over forty additional 
programming tokens. These tokens can perform 
functions as simple as a hook flash, and as complicated 
as sending a fax document in the background. But the 
real power of the Token Programming Language is that 
the tokens and the User IDS can be combined innew and 
sophisticated ways to provide application solutions. 
REPORTING 
The System Administrator may generate an almost 
unlimited number of different reports of system activity 
and programming. Reports can contain columns 
representing each of the fields of the User screen, and 
they can cover either all or a subset of User IDS in the 
system. 
MULTIPLE SYSTEM LANGUAGES 
The Stratagy system can be configured with any of a 
number of different audio prompt files. The standard file 
provides prompts in American English. The default 
prompt file to use when a call first comes in can be 
configured, and with appropriate system programming, 
the caller can select a preferred language by entering 
DTMF digits. Thus, Stratagy can be communicating in 
different languages on different ports simultaneously. 
Contact Product Marketing for the availability of other 
languages. 
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							STRATAGY 4/6/24 AUGUST 1994 
CHAPTER 4 
FEATURES 
OVERVIEW 
, This section presents an overview of all features that are 
available on Stratagy systems. All features are 
categorized as System, Administration, or User features. 
Some features apply to more than one category. See 
Table 4-1 for an alphabetical list of these features. Some 
features are not available on all Stratagy systems, see 
Table 4-2 for a list of these features. 
In addition, Stratagy 24 systems support four out of five 
serial communication port (RS-232) options: 
n 
n 
n 
q 
n 
A Fax Modem 1 
Fax Modem 2 
Remote Maintenance 
IVR Host Connectivity 
SMDI Integration 
maximum of up to 4 of these options may be 
configured for each Stratagy 24 system. 
SYSTEM FEATURES 
AUDIOTEXT 
Allows a caller to retrieve audio information from the 
Stratagy system. To obtain this information, the caller 
merely enters DTMF digits, as directed by audio 
prompts, and the appropriate information is then 
played. This information could consist of general 
information about the company, such as its address, 
phone number, fax number, etc., or it could include 
specific product descriptions or other information that 
may be of interest to callers. 
AUTOMATED ATTENDANT 
The Stratagy system answers incoming lines and 
allows callers to route their own calls. The caller 
merely enters the User ID of the desired party. If that 
User ID is recognized by the system, then the call 
will be handled according to the configuration of that 
User ID. This configuration may direct the Stratagy 
system to dial an extension and, possibly after 
performing Call Screening, pass the call on to the 
user. If the user is in Do Not Disturb mode, then 
Stratagy may play a prerecorded greeting and record 
a message from the caller. 
AUTOMATED DIRECTORY 
The Stratagy Automated Directory allows a caller to 
enter DTMF digits corresponding to the first few 
letters of a user’s first or last name. Stratagy will then 
play back the recorded spoken name and extension 
of each User ID that matches the entered digits. 
AUTOMATIC GAIN CONTROL 
While recording a message from a caller or user, 
Stratagy can perform Automatic Gain Control (AGC). 
AGC helps to compensate for variations in voice 
volume, telephone handsets, and other factors which 
can cause messages to be recorded at low or 
varying volumes. A message recorded using AGC 
will be played back at a consistent, standard volume 
level. This means that the user playing back 
messages will not have to constantly adjust the 
playback volume. 
CALL QUEUING 
When Stratagy tries a user’s extension and finds that 
it is busy, it may offer the caller the option of either 
leaving a message or holding until the called 
extension becomes available. If the caller opts to 
hold, then Stratagy may play one or more pieces of 
“on-hold music” (which may, in fact, not be music at 
all, but instead it could consist of company, product, 
or other information). If more than one caller chooses 
to hold for the same extension, then Stratagy will 
queue the callers in the order that their calls were 
received. In addition to the “on-hold music,” callers 
will be informed of their position in this queue. 
CALL TRANSFER 
The Stratagy Automated Attendant call routing 
capability provides for a supervised or blind and 
other types of call transfers to the destination 
extension in the telephone system. All Stratagy 
system call transfers are controlled by User IDS and 
the extension field. Entering just the destination 
extension into the extension field will cause a 
supervised call transfer. Other call transfer types are 
implemented with Tokens. 
CALLER CONFIRMATION PRIOR TO 
TRANSFERRI NC 
When a caller stays on the line and does not enter 
any DTMF digits, the Stratagy system assumes that 
the caller is using a rotary phone. Therefore, the call 
will be transferred to the operator for live assistance. 
It is also possible that the caller has hung up, but for 
some reason the telephone system has not detected 
the hangup. Therefore; Stratagy can be configured to 
ask the caller to confirm orally that someone is still 
on the line before transferring to the operator. 
Stratagy may be configured to hang up if there is no 
response. 
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DISK REDUNDANCY 
A Stratagy 24 system may be optionally configured 
with two hard disks, rather than the standard single 
hard disk. Under special software control, the 
contents of the second hard disk will be an exact 
duplicate of the first hard disk. This duplication is 
performed in real time as changes are made to the 
primary hard disk (recordings are made, settings 
changed, messages deleted, etc.). Should the 
primary hard disk develop a bad sector, the 
secondary hard disk is then automatically used. 
DUAL INTEGRATION 
Normally, all of a Stratagy system’s ports will be 
attached to a single telephone system. But it is 
possible to configure both the Stratagy 6 and the 
Stratagy 24 systems on a per-port basis to work with 
two different telephone systems simultaneously (two 
systems with lnband Integration or one system with 
lnband Integration and one system with SMDI/RS232 
Integration). Because the system can operate with 
different telephone systems simultaneously, it is 
appropriate for use in offices where, possibly, two 
different companies, with two different phone 
systems, would like to share the costs and benefits 
of a single Stratagy system. 
FAX MESSAGING 
A Stratagy 24 system may be optionally configured 
with one or two external fax modems. These 
modems may be used for a variety of purposes, 
including Fax Messaging. With Fax Messaging, the 
system accepts a fax document in place of a voice 
message. Just as with the voice recording, the fax is 
“recorded” and stored in the recipient’s mailbox. 
When the user subsequently picks up messages, 
messages containing faxs will be identified to the 
user. If the user is calling from a fax machine (or 
other device capable of receiving a fax), then the 
user may request that the fax be transmitted (printed) 
on the same phone connection. Alternatively, the 
user may direct the Stratagy system to transmit the 
fax to another phone number with a separate phone 
call. 
FAX ON DEMAND/FAXBACK 
A Stratagy 24 system may optionally be configured 
with one or two fax modems. One use which can be 
made of these modems is to provide fax documents 
to callers. By using features similar to Audiotext, the 
caller may select which fax document(s) are to be 
transmitted. The transmission may be done over the 
same phone call (“single-call”), or the Stratagy 
system may queue the fax for later transmission (a 
“two call” arrangement, which may make better use 
of a single fax modem). Depending on how the 
system is programmed, multiple fax documents may 
be transmitted in a single fax phone call. 
FAX TONE DETECTION >,, 
1 
The Stratagy Automated Attendant listens for 
incoming fax tone when answering incoming lines. If 
fax tone is detected, Stratagy will transfer the fax call 
to the destination extension designated by the User 
ID of the connected fax machine. ” 
GREETING RESTART 
After a caller has left a voice message for a User ID, 
the call may either be transferred back to the initial 
“company” greeting User ID or the system may say 
“Thank you for calling, Good-bye” and disconnect. 
Callers often appreciate the ability to return to the 
User’s Main Menu so that they can leave a message 
for another system user. 
INBAND INTEGRATION 
Many telephone systems (PBXs) can be configured 
to provide information to the Stratagy system about 
an incoming call by preceding it with one or more 
DTMF digits. These DTMF strings are known as 
lnband Integration or lnband Signaling. The Stratagy 
system can be configured to receive and interpret 
these DTMF strings. With this information, the 
Stratagy system may answer the call with a company 
greeting, direct the call to begin recording a message 
for a user who is unavailable, etc. Data is passed in 
both directions: the PBX informs the auto 
attendant/voice mail system about each incoming 
call, and the voice mail system can send instructions 
to the PBX to turn message waiting lights on or off, 
as appropriate. 
INTERACTIVE VOICE RESPONSE (IVR) 
The Stratagy 6 and Stratagy 24 systems provide a 
number of powerful features which allow them to be 
used for Interactive Voice Response (IVR) 
applications, in addition to Auto Attendant and Voice 
Messaging. There are programming tokens which 
allow the system to prompt the user for input (using a 
custom prompt), wait for the user to enter a DTMF 
response, which will be stored into a variable, and 
then use that information to access a database to 
formulate a response. Databases may be on the 
hard disk of the Stratagy system, accessed remotely 
over a network, or accessed through the serial ports 
of the Stratagy system, possibly connecting to a 
mainframe or other data server. Queries can be 
constructed in a free-form fashion, by using data in 
variables that is entered by the caller. 
Once a response has been determined from the 
database, the Stratagy system may be programmed 
to play this data back to the caller in a number of 
different ways: as a date, time, monetary value (in 
dollars and cents), or simply as a number. The value 
may be combined with other custom-recorded 
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prompts, so that the system could, for example, 
respond to a caller with the message “Your order for 
6 items will be shipped on July 17, 1994.” The 
number six and the date in this example would be 
provided by the database, while the phrases “Your 
order for” and “items will be shipped on” would be 
recordings that the System Administrator would 
make. 
MULTIPLE SYSTEM LANGUAGES 
The Stratagy system can be configured with any of a 
number of different audio prompt files. The standard 
file provides prompts in American English. The 
default prompt file to use when a call first comes in 
can be configured, and with appropriate system 
programming, the caller can select a preferred 
language by entering DTMF digits. Thus, Stratagy 
can be communicating in different languages on 
different ports simultaneously. 
Contact Product Marketing for the availability of other 
languages. 
PORT-SELECTABLE GREETINGS 
The Stratagy system may be configured to begin 
processing new calls by starting with a given User 
ID. New callers will first hear the greeting recorded 
for this User ID. Each different audio port in the 
Stratagy system may be configured to begin 
processing with a different port, and thus different 
ports may hear different initial greetings, which may 
have different menu options available, which may 
follow different processing paths, etc., depending on 
how the User IDS are programmed. This feature 
might be used, for example, by two companies 
sharing the same Stratagy system. 
REMOTE ADMINISTRATION 
An optional external 2400 baud modem is required 
for this feature on all Stratagy systems. The remote 
administrator has full screen access to the system, 
protected by two different passwords, with every 
system feature available. The remote administrator 
may use this feature at any time simply by dialing 
into the system from any PC running the Stratagy 
remote access software and with an appropriate 
modem. 
SAFE MESSAGE PURGING 
The Stratagy system may be configured to “purge” 
messages some time after they have been heard. 
This time period is a system configuration parameter 
expressed in days. The default value for this 
parameter is 0, meaning that no purging will ever be 
performed. The purge parameter is system-wide. 
Stratagy performs the purge on a per-User ID basis, 
only when the user is logging out of the system. When the user logs into the system, Stratagy 
announces the number of messages-in the User ID 
that are to be purged, if any. This gives the user 
ample warning that the messages will be deleted 
upon logout. Messages are never purged at any 
other time. Messages that have not been heard are 
never purged, no matter how old they are. 
SMDI/RS-232 INTEGRATION 
SMDI integration is available on both Stratagy 6 and 
Stratagy 24 systems. SMDI is an industry standard 
method of integrating a PBX with Voice Mail and 
other peripheral systems. This interconnection is 
made via RS-232 data connections dependent upon 
the PBX capabilities. Data is passed in both 
directions: the PBX informs the auto attendant/voice 
mail system about each incoming call, and the voice 
mail system can send instructions to the PBX to turn 
message waiting lights on or off, as appropriate. 
SYSTEM BACKUP 
This feature allows customer configuration database 
information, greetings, and messages to be backed- 
up onto floppy diskettes. Database information, 
greetings, and messages may be backed-up 
individually or in various combinations. Stratagy will 
estimate the number of floppy diskettes required for 
the System Backup procedures. 
TOKEN PROGRAMMING 
An important aspect of the Stratagy system is the 
Token Programming feature. While the Stratagy 
system allows easy configuration of User IDS for 
standard features (Audiotext, Automated Attendant, 
Voice Messaging, dialing a standard extension, etc.), 
more sophisticated applications can be developed 
using the same concepts, by making use of 
additional programming tokens. Besides the 
conventional DTMF digits, Stratagy supports over 
forty additional programming tokens. These tokens 
can perform functions as simple as a hook flash, and 
as complicated as sending a fax document in the 
background. But the real power of the Token 
Programming Language is that the tokens and the 
User IDS can be combined in new and sophisticated 
ways to provide application solutions. 
TOSHIBA PLUG AND PLAY 
Stratagy systems have been preconfigured for out of 
box plug and play use with certain Toshiba telephone 
systems: Stratagy 4 with Strata DK 8, Stratagy 6 with 
Strata DK16, and Stratagy 24 with Strata DK 280 A. 
The installer does not have to understand or program 
inband integration strings, ringback patterns, or make 
other system configuration changes. In addition the 
above Strata DK default extension numbers are also 
preprogrammed in Stratagy as the User ID and 
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extension numbers, plus default user parameters. 
Complete integration with other Toshiba telephone 
systems (without default User IDS and extension 
mailbox installations) is available from a menu. 
UNIVERSAL PORTS 
‘ Frequently, notification is performed by dialing out on 
one of the Stratagy audio ports, perhaps to send a 
page or light a message waiting light by transmitting 
the correct sequence of DTMF codes. Stratagy 
provides several methods of allocating audio ports 
for the notification process. With the first method, 
one or more ports are dedicated to perform out 
dialing for notification. This method has the 
advantage that there can never be a collision 
between dialing out to perform a notification and an 
incoming call which happens to be routed to the 
same port at the same time. With the second 
method, all of the Stratagy ports are configured to 
accept incoming calls, but Stratagy can also use any 
one of them which is not currently in use to perform 
an outdial. This method has a clear advantage over 
the first, particularly for small systems with only a 
limited total number of ports. However, it introduces 
the possibility of a collision. The third method is 
similar to the second, except that Stratagy is 
restricted to choosing only one particular port to 
perform notifications. Should that one port be busy, 
then Stratagy will wait until it is free rather than use 
one of the remaining ports. 
UNLIMITED USER IDS 
The Stratagy system provides User IDS of up to eight 
digits, or 100 million different possible User IDS. User 
IDS may be prefixes of other User IDS. That is, both 
“111” and “1111” could be separate User IDS, and 
both could be used by the system. Thus, no User IDS 
are ever precluded. Stratagy uses a very efficient 
method of accessing its database, so that system 
response is not diminished when the database 
contains a very large number of User IDS. No matter 
how large a Stratagy system might grow to be, it 
likely will never run out of available User IDS. 
VARIED SAMPLING RATES 
The Stratagy system may be configured-to make 
different types of recordings at different “sampling 
rates.” In general, the higher the sampling rate, the 
more accurate the digital recording of the incoming 
sound will be, and thus, the better the reproduction. 
However, using a high sampling rate means that 
more disk space will be consumed for a given 
recording. Because companies wish to present the 
best possible “appearance” to their callers, and 
because greetings usually represent only a small 
fraction of the system’s disk space, Stratagy systems 
are configured to record greetings at a higher 
sampling rate (64K) than regular voice messages 
(32K). However, the sampling rate for greetings and 
for voice message recordings can be individually set 
during system installation and configuration by the 
System Administrator. 
VOICE MESSACI NC 
In addition to the Automated Attendant feature, each 
Stratagy system includes Voice Messaging. Each 
User ID may be configured to store messages 
individually. Voice Messaging functions may be 
controlled by the System Administrator or the 
individual user. See both Administration and User 
Features for details. 
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ADMINISTRATION FEATURES 
IMPORTANT NOTE: 
Stratagy 4 and Stratagy 6 systems require a 
laptop computer with Stratagy remote software 
installed to perform all Administration Features 
locally or remotely (using an optional external 
modem). The Stratagy 24 system may perform 
all Administration Features in the same manner 
as above or use the keyboard and monitor 
supplied with the system. Refer to the Stratagy 
Installation and Maintenance manual for details. 
AUTOMATIC MESSAGE COPY 
Each User ID “A” can be configured to place a copy 
of any message received into a separate User ID 
“B’s” queue of messages. User ID “A” will retain a 
copy of each message. Messages sent directly to “B” 
remain unaffected. 
AUTOMATIC MESSAGE COPY WITH DELETE 
This feature is very similar to Automatic Message 
Copy. When activated, a User ID “A” is configured so 
that any messages received will be copied to User ID 
“B.” Furthermore, “A” is configured not to store 
messages at all. This means that the copy of each 
message sent to “B” is in reality the only copy of the 
message in the system. Messages sent directly to 
“B” would not be affected by this change, nor would 
any messages already stored in “A.” 
AUTOMATIC MESSAGE DATE/TIME CONTROL 
The System Administrator may configure each User 
ID or group of User ID’s to automatically play the 
date and time of each message before playing the 
“body” (contents) of the message. 
BUSY GREETING LENGTH CONTROL 
The System Administrator may specify each User ID 
maximum length of time in seconds for the custom 
busy greeting which the user may record. This 
feature may be used to limit the total time (and thus, 
system disk space) which can be used for busy 
greetings. Setting this field to zero prevents the user 
from recording or changing a custom busy greeting. 
CALLED IDENTIFICATION 
Allows one person to answer for both “Sales” and 
“Service” calls. The person who answers the call will 
know how to greet each caller, since they will hear 
“Sales” or “Service” before being connected to the 
caller. Message Pooling could also be used in this 
case, since this person would presumably like all 
messages left after hours to be stored in a single 
User ID, rather than have to check multiple User IDS 
for messages. The System Administrator sets this 
feature on a per User ID basis. 
CHAINING 
Stratagy’s chaining feature allows the-flow of control 
during call processing to be directed from one User 
ID to another, based on the results of dialing the 
Extension field (if the User ID is not configured in Do 
Not Disturb mode). The System Administrator may 
define each of the three possible chaining conditions: 
Busy, Ring No Answer (RNA), or Done. Combined 
with Stratagy’s Token Programming Language, this 
feature allows sophisticated call processing and IVR 
applications to be created. 
COPY RANGE 
The Copy Range feature allows the System 
Administrator to copy one existing User ID to create 
a number of new User IDS, each within a defined 
range of ID numbers. 
DIRECTORY CONTROL 
Each User ID may have Automated Directory names 
entered by the System Administrator. Some users 
may not wish to be listed in the Automated Directory. 
Furthermore, some User IDS are used for special 
purposes, and they should not appear in the 
directory listings. Such User IDS would include “back 
door” access numbers, User IDS used purely for 
Stratagy programming, etc. The Automated Directory 
allows callers to determine the correct extension for 
someone by entering the DTMF digits which 
correspond to the first few letters of the name. 
DISK SPACE NOTIFICATION 
The Stratagy system can be configured to send an 
automatic notification whenever system disk space 
falls below a defined threshold. During system 
installation and configuration, the System 
Administrator defines the percentage of disk space 
remaining below which the disk notification should be 
activated. Under normal conditions, the system is 
checked automatically once per hour to determine 
the remaining disk space storage. 
GREETING LENGTH CONTROL 
The System Administrator may determine the 
maximum recording time, in seconds, for the seven 
different greetings of each User ID. This feature may 
be used to limit the total time (and thus, system disk 
space) which can be allotted for user greetings. 
Setting this field to zero prevents the user from 
recording or changing the “current” user greeting. 
GROUP PARTITIONS - CALL BLOCKING 
Each User ID may belong to as many as four 
different “groups.” The System Administrator defines 
the group(s) to which a User ID belongs. When the 
Stratagy system transfers a call to a new User ID, it 
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first determines if that User ID has any groups in 
common with the current User ID. If it does, then the 
transfer of processing to the new User ID will 
proceed. Otherwise, Stratagy will switch to a default 
User ID for processing based on the current system 
port number, blocking or rerouting the call. Group 
Partitions are most often used to control Guest User 
IDS and Shared Tenant applications. 
GUEST USERS LIMIT 
Each user of the Stratagy system may potentially 
create one or more 
Guest User IDS. These User IDS 
might be used by that person’s customers, friends, 
clients, etc. They can be deleted by the same user 
who created them or by the System Administrator. 
The System Administrator can also limit the number 
of Guest User IDS which a particular User ID is 
allowed to create. 
MESSAGE LENGTH CONTROL 
The System Administrator can set the maximum 
Message Length in seconds of each incoming 
message for a given User ID, or messages may be 
unlimited in length. If a caller attempts to leave a 
message longer than the maximum, the system will 
stop recording and inform the caller that the 
maximum message length has been reached. 
MESSAGE NOTIFICATION 
Stratagy allows each User ID to have up to ten 
different programmable notification records. The 
System Administrator programs the notification 
records of each User ID with a specific notification 
method such as lights, stutter dialtone, pagers, voice, 
etc., for the times of the day and the days of the 
week and the repeat count and interval for retrying 
that notification. Each notification method is a flexible 
dial string allowing the Stratagy system to be used 
with almost any kind of PBX or notification method 
including cascade notification. 
MULTIPLE DIRECTORY NAMES 
Each User ID can have associated with it up to two 
different names. These names are entered into the 
Stratagy system’s automatic directory by the System 
Administrator. Each User (Extension) may have more 
than one User ID to improve the Automated Directory 
for commonly misspelled names. The Automated 
Directory can allow callers to determine the correct 
extension for someone by entering the DTMF digits 
which correspond to the first few letters of either one 
of the two (or more) different names. Thus, normally, 
the two different directory names will be the first and 
last names of the user associated with each User ID. 
NAME AND EXTENSION CONTROL 
Normally, a user may record a “spoken name”-a 
recording of the user’s name and extension. The 
System Administrator, however, can configure User 
IDS on an individual basis so that a user cannot 
record, or change the recorded name and extension. 
If no name and extension has been recorded for a 
User ID, then the Stratagy system will play “User 
ID...” followed by the number of that User ID. 
PROGRAMMABLE DIAL ACTIONS 
The Stratagy system will attempt to dial the string 
specified in the Extension field. This string may 
consist simply of the extension number of the user, in 
which case Stratagy will dial that extension and 
continue processing based on the results of that call 
if not in the Do Not Disturb mode. But the extension 
field may actually contain many more “programming 
tokens” which can have effects ranging from the 
simple (such as performing a hook flash) to the 
complex (accept an incoming fax for the current 
user). These programming tokens can be combined 
by the System Administrator in a desired way to 
create an almost unlimited number of application 
solutions. 
REAL-TIME SCREEN INFORMATION 
The Administrator’s Main Menu on each Stratagy 24 
system shows, among other things, the activity on 
each audio port, the activity of any connected fax 
modems, the amount of free disk space, etc. The 
Stratagy 24 system helps the System Administrator 
better understand and manage the system as 
changes occur. This information is instantly updated 
as long as the Main Menu is displayed. 
RELAY PAGING 
Relay Paging streamlines Message Notification 
permitting the caller to enter a phone number while 
the user’s greeting is being played. The Stratagy 
system still pages the user, but instead of displaying 
the usual information, only the phone number 
entered by the caller is displayed on the pager. The 
System Administrator may enable this feature 
individually for each User ID. This allows the user to 
return the call much sooner by not calling into the 
Stratagy system since no voice mail message is left. 
REPORTS 
The System Administrator may generate an almost 
unlimited number of different reports of system 
activity and programming. Reports can contain 
columns representing each of the fields of the User 
screen, and they can cover either all or 
a subset of 
User IDS in the system. 
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							STRATAGY 4/6/24 AUGUST 1994 
RING DURATION 
The System Administrator may define, on a per-user 
ID basis, how many rings of that user’s extension the 
Stratagy system should wait before concluding that 
the user is unavailable (Ring No Answer, or RNA). 
Then the Stratagy system can send callers to voice 
mail to leave a message. This value may also be 
changed automatically via the Auto Scheduler, again 
on a per-User ID basis. 
SCREEN SAVER 
Standard feature on Stratagy 24 systems. Video 
monitors, such as those used as the console display 
of the Stratagy 24 system, should not have the same 
image displayed on them constantly. Such an image 
can become “burned in” on the phosphor display, and 
it will then be visible even when other information is 
being displayed-the monitor is then permanently 
damaged. To avoid burn-in, the Stratagy system can 
be configured to blank the screen automatically after 
a predetermined period of keyboard inactivity. As 
soon as something is again typed on the keyboard, 
however, the screen is instantly reactivated, and any 
information which would have been on the screen is 
made visible. 
SHARED EXTENSIONS 
This feature is typically used when more than one 
person, each with a separate Stratagy User ID, 
shares a single phone extension. If the call is 
answered, the called name is announced. If not 
answered, a private message may be recorded. 
Stratagy announces ‘&This call is for...” followed by 
the recorded name of the called User ID. The 
System Administrator sets this feature on a per User 
ID basis. In addition, the System Administrator may 
also turn on the Call Screening feature to enhance 
this feature. 
SINGLE-DIGIT MENUS 
Each User ID may define one or more single-digit 
menu keys. If a caller enters one of these DTMF 
digits while listening to the greeting for that User ID, 
then Stratagy will immediately transfer processing to 
the User ID associated with that menu item rather 
than process the digit as part of another User ID 
number. The System Administrator defines the 
single-digit menu numbers for each User ID. 
SCHEDULED AUDIOTEXT 
The Stratagy Auto Scheduler can be used to 
implement Audiotext with a combination of single- 
digit menus and greeting recordings. The System 
Administrator would record the greetings in each of 
the applicable User Ids and configure the system to 
change the Audiotext contents on an automatic, 
scheduled basis. 
SCHEDULED COMPANY GREETINGS 
The System Administrator may program the 
company greetings using the Stratagy Auto 
Scheduler to make changes based on the time of 
day or day of week. The changes can include the 
current greeting number, extension, Do Not Disturb 
setting, etc. 
SYSTEM DISTRIBUTION LISTS 
In addition to personal distribution lists, Stratagy 
supports system-wide distribution lists. A user sends 
a message to a system distribution list rather than a 
personal distribution list by prepending a * to the list 
number. The “list comment” for the selected system 
list is played to confirm that the right list has been 
chosen, just as with personal distribution lists. The 
System Administrator creates the system Distribution 
Lists using the same method as the personal lists, 
but for the System Administrator User ID. 
URGENT MESSAGE NOTIFICATION 
The System Administrator programs the notification 
type set to URGENT. When a message-marked 
Urgent is received, then the Stratagy system first 
checks if one or more notification records exist for 
that User ID with notification type URGENT. If so, 
then those records are activated, and otherwise, any 
NORMAL notification records are used. Users might, 
for example, want to be notified by pager only when 
an Urgent message arrives. 
USER OPTION LOCKS 
Many user options can normally be changed by 
users themselves by selecting the appropriate DTMF 
commands over the telephone, such as toggling the 
Do Not Disturb attribute, changing the current 
greeting number, toggling Call Screening, etc. The 
System Administrator can disallow a user from 
changing each of these settings on an individual 
basis. 
VOICE FORMS 
The Stratagy system can be configured to prompt a 
caller with a series of questions. The voice 
responses that the caller gives are then 
concatenated and are stored as a single message in 
the associated User ID. The Voice Forms feature is 
activated by the System Administrator simply by 
using the “Q” (Question and Answer) token when 
programming the User ID. Each question is recorded 
as a greeting, either in that User ID or in others. The 
“Q” token specifies which greetings should be played 
to callers and the order in which they should be 
played. , 
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