Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							, STRATAGY 4 
/ 6 / 2 4 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 1 - Introduction 
PARAGRAPH 
1 
2 
3 
3.1 
3.2 
4 
4.1 
4.2 
5 
6 SUBJECT PAGE 
Purpose ________________________________________---- ____________________--------------------------------------------- 
1-l 
Organization ____________________________________ ____________________------------------------------------------------ 
1-l 
Reference Documentation------------- _____-_________--___-------------- __________--_--__-__------------------- 
l-l 
Sections of this Manual ________________________________________----------------------------------------------- 1-l 
Additional Reference Documentation ________________________________________----------------------------- 1-l 
Assumptions About the Installer ---- ____________________-------------------------------------------- ---------- 1-l 
Knows Stratagy and the Telephone System ________________________________________-------------------- l-1 
Trained Installer Familiar with PCs ________________________________________-------------------------------- 1-l 
System Mnemonics/Terms ____________________--------------------------------------------- ------ --__--------- - 
l-2 
Use of Notes, Cautions, and Warnings ____________________------------------------------ ------ ------------- - l-3 
l-i  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 1 
INTRODUCTION 
1 PURPOSE 
The Installation section of the Sfrafagy lnsfa//afion and 
Maintenance Manual provides detailed step-by-step 
instructions for installing and maintaining Stratagy voice 
processing systems. 
‘ This chapter provides an overview of the organization of 
the manual; a list of reference documentation that 
supports the system; the assumptions about the installer; 
a list of system mnemonics and terms; and the use of 
notes, cautions, and warnings. 
2 ORGANIZATION 
This manual is organized in modular chapters for easy 
removal and replacement of updated materials. The 
chapters in this section are as follows: 
Chapter 1 Introduction 
Chapter 2 Before You Install 
Chapter 3 Installing the Hardware 
Chapter 4 Accessing Stratagy 
Chapter 5 Configuring and Backing Up Stratagy 
Appendix A Checklists and Forms 
3 REFERENCE DOCUMENTATION 
Reference documentation for the Installation section 
consists of the remaining sections of the lnsfallafion and 
Maintenance Illlanual and additional Stratagy 
documentation. 
3.1 SECTIONS OF THIS MANUAL 
The lnsfallafion and Maintenance Manual consists of the 
following sections. 
General Description: Reference document that provides 
an overview of the Stratagy systems. Describes their 
hardware and features. Available as a stand-alone 
document. 
Installation: Designed for the installer, provides detailed 
step-by-step instructions for installing and configuring 
Stratagy systems (this section). 
Programming: Provides detailed instructions for 
operating, customizing, and administrating Stratagy 
systems. Fault Finding: Describes the procedures used to 
diagnose and correct faults. 
Maintenance and Upgrades: Provides instructions on 
maintaining and upgrading Stratagy systems. 
Operating Procedures: Consists of the User Guide 
reference document. Describes the telephone 
operating procedures for the telephone user. 
Incorporates the Quick Reference Guide, a concise 
guide for Stratagy users. 
Technical Bulletins: Provide important updates to the 
Stratagy documentation. 
3.2 ADDITIONAL REFERENCE 
DOCUMENTATION 
In addition, the Stratagy systems are supported by the 
following complement of reference documentation. 
Feature Description: A brief description of the features 
of the Stratagy systems. 
User Guide: Describes the telephone operating 
. 
procedures for the telephone user. 
Quick Reference Guide: A concise guide for Stratagy 
users. 
4 ASSUMPTIONS ABOUT THE 
INSTALLER 
4.1 KNOWS STRATAGY AND THE 
TELEPHONE SYSTEM 
To install, upgrade, or maintain the system, you need to 
know the following about Stratagy: 
n Features (refer to the Sfrafagy General Description) 
n Operation, customization, and administration (refer to 
the Programming section) 
In addition, you need to know about the telephone 
system to which you will connect Stratagy. Refer to the 
appropriate installation documentation. 
4.2 TRAINED INSTALLER FAMILIAR WITH 
PCS 
This manual is designed for a trained installer with some 
familiarity of PCs and an understanding of telephone 
systems. We assume you know the following: 
n Computer terms, such-as: I/O, serial port, parallel 
port, RS-232, RAM, and DOS. 
n How to safely open a personal computer and 
install/remove cards. 
1-l  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
a 
a 
a 
a 
a 
, 
a 
a 
a How to identify basic components of a personal or accessed through the serial ports of the Stratagy 
computer: e.g., motherboard, I/O controller, video system, possibly connecting to a mainframe or other 
card, I/O ports, modem. data server. 
How to connect the monitor and keyboard, and how to 
power on the computer. 
How to type the underscore character ( _ ). 
When to press the Enter key. 
Telephony terms, such as: station side, CO, single- 
line, hunt group, coverage path, flash-hook, call 
forward on ring-no-answer, call forward busy, DTMF, 
and tone patterns. 
The difference between an RJ-I 1 and RJ-14 
connector. 
The separation of the telephone switch and Stratagy. 
How to use a line monitor (and have a line monitor) to 
observe test calls. 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. 
MODEM: Modulator-Demodulator - Device used 
primarily for converting digital signals into quasi- 
analog signals for transmission, and reconverting 
upon reception.  If you are unfamiliar with any of the above, please find 
out before you attempt to install Stratagy. Toshiba 
Technical Support will be happy to answer your questions 
regarding the above. 
5 SYSTEM MNEMONICS/TERMS 
The following mnemonics identify the system’s hardware, 
operation, and features. 
BPS: Bits Per Second - Unit of measure that refers to 
the transmission speed (baud rate) of electronic 
signals. Used when describing modem operation. 
CO: Central Office - Facility which houses switching 
equipment that provides telephone service (CO lines, 
Centrex lines, etc.) for the immediate geographical 
area. 
DID: Direct Inward Dialing - Feature of PBX and Centrex 
telephone systems which allows callers to dial from 
the public network to a wanted extension without 
operator intervention. 
DK: Digital Key. 
DTMF: Dual tone Multi-frequency - Push-button tone 
dialing. 
I/O: Input/Output. 
IVR: Interactive Voice Response - An application that will 
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, ,; 
PBX: Private Branch Exchange - Industry-standard term 
which refers to a telephone switch, usually on- 
premises, which serves an individual company, and 
is connected to a public telephone exchange through 
the CO. 
PC: Personal Computer. 
PCB: Printed Circuit Board. 
PORT: There are two types of ports: physical and logical. 
A physical port is an actual station circuit location; a 
logical port is the set of characteristics - features, 
station intercom number, etc. - assigned to the 
physical port. Logical ports are mobile; they can be 
moved from one physical port to another. 
RAM: Random Access Memory - Type of system 
memory that holds individual system configuration 
and features programming. RAM is read/write 
memory, and can easily be revised in programming. 
RNA: Ring No Answer. 
ROM: Read Only Memory - Type of system memory that 
holds static software that comprises the mechanics 
of the features’ functions. 
SMDI: Simplified Message Desk Interface - type of 
integration that uses an RS-232 serial link. 
SMDR: Station Message Detail Recording. 
USER ID: Unique Stratagy record that provides call 
processing control - records messages from callers, 
provides information to callers, or controls the flow of 
a call. :: 
-’ 
l-2  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
6 USE OF NOTES, CAUTIONS, 
AND WARNINGS 
Notes - Elaborate specific items, or reference other 
information. 
Important Notes - Call attention to important 
instructions or other information. 
Cautions - Advise you that the equipment could be 
damaged if the instructions are not followed closely. 
Warnings - Alert you when the given tasks could cause 
the technician personal injury or death. 
l-3  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
INSTALLATION SECTION 
CHAPTER 2 
BEFORE YOU INSTALL  
						

							STRATAGY 4 / 6 / 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 2 - Before You Install 
PARAGRAPH SUBJECT PAGE 
1 Introduction ________________________________________------------------------------- ---------------------------------- 2-j 
2 The Reference Documentation ____________________-------------------------- ---------------------------------- 2-j 
3 Conduct a pre-installation Survey ____________________------- --- ------- ------------ _________---_______-------- 2-l 
4 Determine Stratagy’s Configuration and Integration ____-________----- ------ ---- ----------------------- 2-j 
5 Customize User ID Mailboxes ____________________--------------------------- ----- _----- ----------------------- 2-2 
6 Select and prepare the Hardware Site ____________________---------------- ---- -_----- ----------------------- 2-2 
2-i  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 2 
BEFORE YOU INSTALL 
1 INTRODUCTION 
The pre-installation requirements include: 
n 
n 
n 
n 
n 
To Knowing the reference documentation. 
Conducting a pre-installation survey to determine how 
to configure and customize the Stratagy system. 
Determining Stratagy’s configuration and integration. 
Customizing User ID mailboxes to define the 
automated attendant and voice messaging system. 
Selecting and preparing the hardware site. 
assist you in tracking your progress in meeting these 
- - 
requirements, we provide the Stratagy Pre-Installation. 
(We also provide the Stratagy Installation Checklist to 
help you verify that you have completed the necessary 
steps involved in installation.) See Appendix A, 
“Checklists and Forms.” 
2 THE REFERENCE 
DOCUMENTATION 
To install, upgrade, or maintain the system, you need to 
know the following about Stratagy. 
n Features (refer to the Stratagy General Description) 
n Installation (refer the Installation section). 
n Operation, customization, and administration (refer to 
the Programming section). 
In addition, you need to know about the telephone 
system to which you will connect Stratagy. Refer to the 
appropriate installation documentation. 
3 CONDUCT A 
PRE-INSTALLATION SURVEY 
When conducting a pre-installation survey, obtain 
information about the company, its telephone system, 
and the desired auto attendant and voice mail functions. 
As appropriate, use the items suggested below and 
include additional questions. 
n The company 
l Number of employees 
l Number of employees using mailboxes 
l Number of locations 
H Telephone system to which you will connect Stratagy 
l Manufacturer, model, and software release 
l Number of Central Office lines 
l Number of single line stations 
n 
Auto attendant information 
l Number of companies using system 
l Whether primary answering position 
l Company greetings and instructions 
l Menus (sales, service, etc.) 
n Voice mail information 
l Number of employees requiring voice mailboxes 
l Message waiting lights 
l Notification requirements 
l Directory requirements 
4 DETERMINE STRATAGY’S 
CONFIGURATION AND 
INTEGRATION 
Determining Stratagy’s configuration and integration 
definitions involves the following. Reference Chapter 5 
(“Configuring and Backing Up Stratagy”) for details. 
n 
n Defining Stratagy system configuration options: 
setting system-wide parameters for Stratagy control, 
including system password, timeout values, computer 
configurations, and per port options. 
Defining the telephone system dial codes, telephone 
system tone patterns, and system integration 
patterns. 
Note that each Stratagy system has been pre- 
installed at the factory for out-of-box (Plug and Play) 
operation on a specific Toshiba telephone system as 
follows: 
Stratagy 4 with Strata DK8 
Stratagy 6 with Strata DK16 
Stratagy 24 with Strata DK280A 
All dial codes, tone patterns, and integration patterns 
specific to the above system have been pre-installed 
at the factory for each Stratagy system. 
IMPORTANT NOTE: 
The above Strata DK must be configured for 
the appropriate voile mail system settings 
individually. See the specific Strata DK 
Installation and Maintenance manual for 
these procedures. 
2-1  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
* If you have a Toshiba telephone system, Stratagy 
will automatically define these parameters once 6 SELECT AND PREPARE THE 
you select the appropriate system during HARDWARE SITE installation (if not pre-installed). 
Since the Stratagy system PC hardware and the 
a If you are defining how Stratagy and another telephone system must be physically connected, locate 
manufacturer’s telephone systems communicate the PC by the telephone system. A remote system can 
together, you will also need to reference the be located anywhere it is appropriate to place a PC. 
telephone 
manufacturer’s installation 
documentation. Power Requirements -We recommend the following for 
the Stratagy system PC desktop and tower: 
n A 1.5 A circuit breaker and dedicated AC circuit (does 
5 CUSTOMIZE USER ID 
not have an ON/OFF wall switch to avoid accidental 
power turn-off) 
MAILBOXES ‘ n A surge protector with a light that indicates whether or 
Customize Stratagy by programming the User IDS to not the protector is operational 
define the automated attendant and voice messaging 
system. For details, see the Programming section. E 
nvironmental Considerations - Any place appropriate 
Note that with Toshiba Plug and Play, the Strata DK 
default station (extension number) User ID mailboxes n 
have been pre-installed for the specific Stratagy and 
Strata DK systems described above. n 
For your convenience, Appendix A (“Checklists and 
Forms”) provides the following: Users Form, Auto for a PC, including: _ 
Dry and clean, well ventilated, well illuminated, and 
easily accessible 
Not subject to extreme hot or cold; corrosive fumes, 
dust, or other airborne contaminants; or excessive 
vibration 
(Scheduling) Form, Notify Form, and Greeting Scripts For more details about environmental and electrical 
Form. specifications, see Chapter 3, “Installing the Hardware.” 
2-2  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL 
SEPTEMBER 1994 
INSTALLATION SECTION 
CHAPTER 3 
INSTALLING THE HARDWARE  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 3 - Installing the Hardware 
PARAGRAPH SUBJECT PAGE 
1 1 ntroduction ________________________________________----------------------------------------------------------------- 3-t 
2 The Hardware ___________ - ________________________________________-------------------------------------------------- 3-t 
3 
What Comes Shipped ________________________________________--------------------------------------------------- 3-I 
4 Inspecting and Unpacking the System ________________________________________---------- -- -------- ---- ------ 3-I 
5 Installing Stratagy Voice Boar& ________________________________________---------------------------- -- -------- 
3-l 
5.1 Stratagy Voice Board Code and Activation Key-Number ------------------------------------------- 3-l 
5.2 
Addressing and Installing Stratagy Voice Boards ________________________________________-------------- 3-4 
6 
Setting Up Stratagy System Hardware ________________________________________------------------------------ 3-5 
6.1 Setting Up the Stratagy 4 and 6 ________________________________________------------------------------------ 3-5 
6.2 Setting Up the Stratagy 24 ________________________________________------------------------------------------- 3-8 
7 Physically Connecting Stratagy to Your Telephone System------------------------------------------- 3-8 
7.1 Connecting to a Telephone System that Uses RJ-14 Jacks ---------------------------------------- 3-l 0 
7.2 Connecting to a Telephone System that Uses RJ-11 Jacks ---------------------------------------- 3-11 
7.3 Connecting to a Telephone System that Uses Modular and Split Block ------------------------- 3-l 1 
8 
Verify Basic Functions -:  ---------------------------------------------------------------------------------------.-- 3-t 3 
FIGURE LIST 
FIGURE TITLE PAGE 
3-l 
3-2 
3-3 
3-4 
3-5 
3-6 
3-7 
3-8 
3-9 
3-10 
3-11 Stratagy 4 and 6 Hardware Components ________________________________________--------------------------- 3-2 
Stratagy 
24 Hardware Components ________________________________________---------------------------------- 3-3 
The Stratagy Voice Board ________________________________________---------------------------------------------- 3-5 
Stratagy 4 and 6 Voice Board Installation ________________________________________-------------------------- 3-6 
Stratagy 24 Voice Board Installation ________________________________________--------------------------------- 3-7 
Stratagy 4 and 6 Front and Back Panels 
(Sample Stratagy 6 with 6 Voice Board and 2 COM Ports)--------------------------------------- 3-8 
Stratagy 24 Front and Back Panels (Sample Stratagy 24 with 24 Voice Board Ports) --------- 3-9 
Stratagy Voice Board Poti Numbering ________________________________________------------------------------ 3-10 
Connecting Stratagy to a Telephone System that Uses RJ14 Jacks-------------------------------- 3-l 1 
Connecting Stratagy to a Telephone System that Uses RJl 1 Jacks-------------------------------- 3-l 1 
Connecting Stratagy to a Phone System that Uses Modular and Split Block --------------------- 3-12 
TABLE LIST 
TABLE 
TITLE PAGE 
3-l Stratagy 4 and 6 Hardware Specification Summary ________________________________________------------- 3-2 
3-2 Stratagy 24 Hardware Specification Summary ____________________---------------------------------------- 3-3 
3-3 Stratagy Hardware Environmental and Electrical Specification Summary ------------------------- 3-4 
3-i