Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							, 
SEPTEMBER 1994 
Strata=@ / gj /fqg 
PROGRAMMING SECTION 
CHAPTER 8 
BACKUP AND FILECOPY  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 8 - Backup and Filecopy 
PARAGRAPH SUBJECT PAGE 
1 Introduction ________________________________________--------------------------------------- --- --__----- ------- -____-- 
8-l 
2 
Backing Up and Restoring the System ____________________------------------------ -- ---__----_ - ----- - _____-- 8-l 
2.1 Scheduling Backups-------------- ____________________------------------------------------------------- ________ 8-j 
2.2 Using the Stratagy Backup Utility ____________________----------------------- ------- ---- -------------------- 8-l 
3 Using Stratagy’s Filecopy-------- ____________________--------------------------------------------------- ________ 8-3 
4 FIGURE LIST 
FIGURE TITLE PAGE 
8-1 Stratagy Configuration Utility Menu -------------- ____________________---------------------------------------- 8-1 
8-2 
Stratagy Backup utility Menu ____________________------------------------------------------ - ----- ----- _-------- 8-2 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 8 
BACKUP AND FILECOPY 
1 INTRODUCTION 
Stratagy provides two utilities that enable you to copy 
information off the Stratagy system PC. These are: 
Backup Utility - Backing up your system regularly 
enables your technician to restore your system with 
minimal data loss if your computer system fails. 
Filecopy Utility - Use the Filecopy Main Menu option to 
copy files to and from the computer’s hard disk 
without shutting down the Stratagy system. n Each time User IDS are customized - added, 
deleted, or modified. 
Greetings: 
N Each time you record special User ID mailbox 
greetings, IVR greetings, etc. 
H Periodically to back up users’ greeting recordings. 
Messages: 
n As appropriate. Some companies back up messages; 
others do not. 
Since Stratagy is shutdown during backups, we 
recommend that you schedule them when Stratagy is 
least busy. With the System Announcement feature of 
the system User ID mailbox, you can let users know 
when the system will be shutdown for the next backup. 
2.2 USING THE STRATAGY BACKUP UTILITY 
2 BACKI NC UP AND RESTORI NC Use the Stratagy Backup Utility to backup and restore the 
THE SYSTEM database, greetings, and messages. 
With the Stratagy Backup Utility, you can back up and 2.2.1 ACCESSING THE STRATAGY BACKUP UTILITY 
restore each of the following: 
1. Shutdown Stratagy. From the Main Menu, press: 
Database (configuration and integration settings; User 
ID customizations) 
Alt+S 
Greetings (recordings) NOTE: 
For detailed instructions, see Chapter 3 
Messages (Accessing and Using Stratagy), “Performing 
Backing up your Stratagy system regularly enables your System Shutdown.” 
technician to restore your system with minimal data loss 
When complete, the Stratagy Configuration Utility 
if your computer system fails (hard disk drive failure, etc.) 
Menu (Figure 8-1) displays. Only items 1 through 
or to restore your system to an earlier version of the 
database or greetings. 4 display on a Stratagy 4 system. 
NOTE: 
System changes and messages recorded since 
the last backup will be lost. Stratagy Configuration Utility 
1. Stratagy Backup Utility 
2. Stratagy System Configuration 
3. Install from A: Drive 
2.1 SCHEDULING BACKUPS I 
4. Toshiba Plug and Play 
5. Toshiba Switch Integration 
How often you schedule backups depends upon your 6. Other Switch Integrations 
company’s needs. For some companies monthly 
backups are appropriate; others require daily backups. In 
addition, we recommend that you backup whenever you 
make changes to your system that you would not want to Figure 8-l 
lose (e.g., configuration changes and User ID Stratagy Configuration Utility Menu 
customizations). 
We recommend scheduling backups as follows: 
Database: , 
n Each time the Stratagy Configuration Utility is used to 
modify the configuration and integration settings. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
2. Access the Backup Utility. Select 1. 
Stratagy Backup Utility fromthe 
Stratagy Configuration Utility Menu. Press 1 or 
use the arrow keys (7‘ L ) to highlight the option 
and press 
Enter. The Stratagy Backup Utility 
Menu displays. See Figure 8-2. 
Stratagy Backup Utility 
1. Back up database 
2. Back up greetings 
3. Back up messages 
Figure 8-2 
Stratagy Backup Utility Menu 
2.2.2 SELECTING THE BACKUP/RESTORE OPTIONS 
Select the backup/restore options based on the following: 
Back up database saves or restores the 
configuration and integration settings defined using 
the Stratagy Configuration Utility, and the User ID 
customizations defined from the Stratagy Main Menu. 
Back up greetings saves or restores all the user 
greeting recordings. 
Back up messages saves or restores all caller 
messages. 
To back up or restore only the database, greetings, or 
messages, use the appropriate option. 
To back up or restore the entire system - database, 
greetings, and messages, use all three options. You will 
need to repeat the backup/restore process three times. 
To back up or restore the database plus the greeting 
recordings, use options 1 and 2. You will need to repeat 
the backup/restore process twice. 
To select an option, press the option number or use the 
arrow keys (7‘ L) to highlight the option and press 
Enter. 
2.2.3 USING THE BACKUP UTILITY 
The utility uses a series of menus. For each menu, the 
current selections are surrounded by pointers ( )4 ). 
To select an option, press the highlighted letter or use the 
arrow keys ( t I ) to put pointers around the option and 
press 
Enter. 
Once you select database, greetings, or messages, the 
utility displays the program information and reads the 
disk information. The utility then displays a series of 
menus. The Function Menu displays the following options: 
Backup 
Restore 
Compare 
Configure 
Quit 
Select 
Backup to back up Stratagy. Proceed to 
“Backing Up Stratagy.” 
Select 
Restore to restore previous backed up files on 
Stratagy. Proceed to “Restoring Stratagy.” 
Select 
Quit to return to the Stratagy Backup Utility 
Menu. 
Backing Up Stratagy 
The second menu displays backup information: 
backup set (files to be backed up) 
DATABASE.SET (database) 
GREETING.SET (greetings) 
MSGSSET (messages) 
backup from (drive) 
backup to (drive) 
backup type (full or partial) 
backup information: 
number of files selected for backup 
number of floppies needed for backup 
estimated backup time 
Select 
Start Backup to start the back up. Be 
sure to have the number of floppies needed pre- 
formatted. Proceed. 
Select 
Cancel to return to the Function Menu. 
The backup utility creates a catalog and loads the 
backup files. The utility then prompts whether to 
continue or cancel the backup. 
Select 
continue to begin the backup process. 
Inset-t diskette 1 into drive A. The screen displays: 
directory tree (what part of the directory is being 
backed up) 
file being copied 
diskette progress (track number of diskette A the 
utility is copying to) 
backup set information (catalog; type; name; verify 
type; estimated versus actual disks, files, bytes, 
time) 
The utility prompts for diskettes as needed. When 
complete, the utility displays the Backup Function 
Menu (step 1). 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
To cancel backup, press B to return to the 
Function Menu. 
Restoring Stratagy 
n The second menu displays restore information: 
restore set (files to be restored) 
DATABASESET 
(database) 
GREETINGSET (greetings) 
MSGSSET (messages) 
restore from (drive) 
restore to (drive) 
restore files (specific files to be restored over) 
Select 
Start Restore to start the restore. 
Select 
Cancel to return to the Function Menu. 
w The restore utility creates a catalog and loads the 
restore files. The utility then prompts whether to 
continue or cancel the restore. 
Select 
continue to begin the restore process. 
Insert diskette 1 into drive A. The screen displays: 
directory tree (what part of the directory is being 
restored) 
file being copied 
diskette progress (track number of diskette A the 
utility is copying to) 
restore set information (catalog; type; name; verify 
type) 
The utility prompts for diskettes as needed. When 
complete, the utility displays the Function Menu. 
To 
cancel restore, press R to return to the Function 
Menu. 
3 USING STRATAGY’S FILECOPY 
With the Filecopy option of Stratagy’s Main Menu, you 
can 
copy files to and from the system’s hard disk without 
shutting down Stratagy. 
To copy files: 
1. 
2. 
3. 
4. 
5. 
From the Main Menu, select Filecopy. Press: 
Alt+F 
Stratagy prompts: 
Password? 
Enter the password. (The default password is 
Stratagy, with the first letter uppercase.) 
Stratagy asks for the source file name. 
Copy From: 
Enter the name. Include disk drive, directory, etc., 
as appropriate. 
Stratagy asks for the destination file name. 
Copy To: 
Enter the name. Include disk drive, directory, etc., 
as appropriate. 
Stratagy copies the file. When complete, the Main 
Menu displays. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PROGRAMMING SECTION 
CHAPTER 9 
SYSTEM ADMINISTRATOR’S USER ID  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 9 - System Administrator’s User ID 
PARAGRAPH SUBJECT PAGE 
1 Introduction ________________________________________----------------------------------------------------------------- 
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2 System Lists ________________________________________---------------------------------------------------------------- 
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2.1 Creating a System List ________________________________________------------------------------------------------ 
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2.2 Sending a Message Using a System List ________________________________________------------------------ 
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3 System Administration (Option 8) ________________________________________------------------------------------- 
9-2 
3.1 1 _ Record the System Announcement ________________________________________--------------------------- 
9-2 
3.2 2 _ Delete the System Announcement ________________________________________---------------------------- 
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3.3 3 _ Record the Busy-Hold Music ________________________________________----------------------------------- 
9-2 
3.4 4 _ Manage User IDS ________________________________________-------------------------------------------------- 
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3.5 * _ Review System Status ________________________________________------------------------------------------- 
9-2 
3.6 9 _ Return to the previous Menu ________________________________________----------------------------------- 
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							i  i/ 
STRATAGY 4/6/24 INSTALLATION AND MAINTENAN,jE/IMANUAL SEPTEMBER 1994 
CHAPTER 9 
SYSTEM ADMINISTRATOR’S 
USER ID 
1 INTRODUCTION 
Stratagy has a special User ID mailbox known as the 
System Administrator’s User ID mailbox. It is User ID 
999, and you access it through the telephone just as any 
other User ID mailbox. 
NOTE: 
The System Administrator mailbox User ID 999 
cannot be assigned to another User ID number. 
When you access User ID mailbox 999, Stratagy gives 
you the same User Main Menu options as any other user 
plus option 8 (Access System Administration). These are: 
MAIN MENU 
q PLAY your MESSAGES 
CHANGE your OPTIONS 
q SEND a new MESSAGE 
q MANAGE your LISTS 
q SYSTEM ADMINISTRATION 
q EXIT user mode 
q HANG UP 
-... --..--~_--- ..-.. -.--__- 
To select a User Main Menu option, press the appropriate 
number or character. For details about options available 
to all users, see the Stratagy User Guide. 
The special functions User ID mailbox 999 provides are: 
n Manage Lists (option 5) creates system lists, not 
personal lists. 
n The additional User Main Menu item - System 
Administration (option 8), which enables you to 
perform System Administrator User ID mailbox 
functions using the telephone. 
2 SYSTEM LISTS 
Special lists of User IDS to which everyone using 
Stratagy may send or forward telephone messages 
eliminates the need of every user to create a similar 
personal list. Stratagy provides system-wide lists as a 
special attribute of lists created in System Administrator 
User ID 999. 
System lists are an excellent means of distributing 
interoffice memos and assure all personnel will receive 
the information on a timely basis. Examples of such lists include all users in the system, all company managers, 
and all users in a specific department. _ 
Stratagy processes mail sent to mailing lists as a low 
priority task. Therefore, it may take several minutes to 
send the message to everyone on a large list, especially 
if the system is busy. 
2.1 CREATING A SYSTEM LIST 
You can create up to seven system-wide lists. To create 
a system list, from System Administrator User ID 999 
follow the same procedure as you would for creating a 
personal list from any other User ID mailbox. 
1. 
2. 
3. 
4. 
5. 
6. 
7. 
8. 
9. Access Stratagy from your telephone. 
Press * 9 9 9 #. 
Enter the System Administrator User ID mailbox’s 
security code. The default is 9 9 9 #. 
The User Main Menu plays. Press 5 to Manage 
your lists. 
Select the distribution list number. Valid entries are 
1 - 7. . 
Press 4 to Record a list comment. 
Press 2 to Add a User ID to the list. Repeat for all 
User ID mailboxes you want to add to the list. 
Press 1 to Review the current list. Verify data input 
accuracy. If not accurate: 
n Press 2 to Add a User ID to the list. 
n Press 3 to Delete a User ID from the list. 
When the list is accurate, press 9 to Return to the 
Select a List Menu. You can create another 
System List or return to the User Main Menu. 
Once defined, you can easily add or delete User IDS as 
needed, as indicated in step 8 above. 
2.2 SENDING A MESSAGE USING A SYSTEM 
LIST 
Each list, 1 through 7, in User ID 999 is available to all 
users and may be accessed when a user sends or 
forwards a message to a list. For a user to select a 
system list rather than his personal list, he enters a * 
followed by the system list number when entering the list 
destination. For example, for a user to select personal list 
3, he would enter 3. For a user to select system list 3, he 
would enter * 3. 
The procedure is as follows: 
1. Access Stratagy from your telephone, 
2. Press * + your mailbox number + # 
3. Enter your security code. 
4. The User Main Menu plays. Press 4 to Send a 
new message. 
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							STRATAGY 4/6/24 AND MAINTENANCE MANUAL SEPTEMBER 1994 
5. The Send a New Message Menu plays. 
Select a list destination. 
6. Enter * + distribution list number (I - 7). 
7. Press 2 to Record your message. 
8. Press 9 to return to the Send a New Message 
Menu. 
9. Press 3 to Send your message. 
10. Exit to the User Main Menu. 
4 Press 9 to return to the Send a New Message 
Menu. 
n Press 9 to return to the User Main Menu. 
3 SYSTEM ADMINISTRATION 
(OPTION 8) 
When you select the User Main Menu option 8 (Access 
System Administration), Stratagy plays the available 
selections: 
SYSTEM 
ADMINISTRATION MENU 
q RECORD system announcement 
q DELETE system announcement 
q RECORD busy-hold music 
1 MANAGE User IDS 
q REVIEW system status 
q RETURN to previous menu 
-..---P-------d I 
To select a System Administration menu item, press the 
appropriate number or character. 
3.1 1 - RECORD THE SYSTEM 
ANNOUNCEMENT 
System announcements are useful in disseminating 
system-wide information. With this option, you can record 
an announcement that Stratagy will play to every user 
when he accesses his mailbox. 
Users can interrupt the system announcement by 
selecting from the User Main Menu during playback. 
However, the announcement will play each time the user 
accesses his mailbox until it has completely played. 
Once played in its entirety, Stratagy deletes the 
announcement from the user’s mailbox. 
3.2 2 - DELETE THE SYSTEM 
ANNOUNCEMENT 
With this option, you can purge a previously recorded 
system announcement from the system. 
3.3 3 - RECORD THE BUSY-HOLD MUSIC 
The busy-hold music is heard by callers when they elect 
to hold for a busy extension by pressing *. Stratagy 
plays the entire recording before re-trying the busy 
extension. 
When the system is delivered, it plays approximately 30 
seconds of music. You can replace this music recording 
with a recording giving information about your company 
or its products and services. We recommend that you 
prepare a professional recording. 
There are two methods of recording the busy-hold music: 
n Telephone Handset - Use the telephone to record a 
script about your company or its products and 
services. 
n Music Source Adapter Unit - This unit allows you to 
connect a music source to a standard RCA jack which 
is adapted to plug into a 4-port voice boarded 
installed in Stratagy. 
3.4 4 -MANAGE USER IDS 
Manage User IDS allows you to perform special User ID 
functions. 
Stratagy prompts: 
Enter the User ID. Finish by pressing the # sign. 
Enter the User 
selections: I[ I. Stratagy the plays the available 
USER ID MENU 
q LOCK User ID 
m UNLOCK User ID 
q RESET User ID 
I- Lock User ID 
- Prohibits user access to the 
mailbox. The letter L prefaces the Security Code. 
2- Unlock User ID - Unlocks a locked User ID. 
Removes the L prefacing the Security Code. 
3 - Reset User ID - Resets the user statistics to 0. 
Returns various User ID mailbox options to the 
default values. 
3.5 * - REVIEW SYSTEM STATUS 
Stratagy plays (verbally) information about its status, 
including disk space, port usage, and system date and 
time. 
3.6 9 - RETURN TO THE PREVIOUS MENU 
Press 9 to return to the User Main Menu. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PROGRAMMING SECTION 
APPENDIX A 
CUSTOMIZATION FORMS