Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TO TELEPHONE SYSTEM 
STRATAGY >.:. ->.., RJ-14 
5 (,;-‘i 
VOICE BOARD -,Jw... ___ , 
JACK ‘.“-_ 
--/ 
.- 
i ‘: 
b. 
-...._ 
1 ] 
..i.;, 
--- -- -----_“:/ Js 
_ .--. “l.,~..---’ 
STANDARD 2-PAIR 
TELEPHONE LINE 
Figure 3-9 
Connecting Stratagy to a Telephone System that 
Uses RJ-14 Jacks 
2. Plug one end of an RJ-14 connector into 
Stratagy’s voice board jack for ports 3 and 4; the 
other end into the telephone system’s jack for the 
second two lines. 
3. Continue the process until all voice board ports are 
connected. 
7.2 CONNECTING TO A TELEPHONE 
SYSTEM THAT USES RJ-II JACKS 
If your telephone system uses RJ-11 modular jacks, you 
will need to use a splitter to connect Stratagy’s RJ-14 
jacks to the phone system. That is because for RJ-11 
connectors only two wires - the inner pair - are used. 
(Also see “Connecting to a Telephone System that Uses 
Modular and Split Block.“) See Figure 3-l 0. 
Connect the systems as follows: 
1. Make splitters by dividing one end of each RJ-14 
connector into two RJ-11 connectors. 
Attach the green and red wires (the inner pair 
of the RJ-14 connector) to the inner pair of one 
RJ-11 plug. Refer to this as the first RJ-I 1 plug. 
Attach the black and yellow wires (the outer 
pair of the RJ-14 connector) to the inner pair of 
the other RJ-11 plug. Refer to this as the 
second RJ-11 plug. 
2. Connect Stratagy’s voice board ports 1 and 2 to 
the first two lines on the telephone system by 
inserting the following: 
n the RJ-14 plug into the jack for Stratagy’s voice 
board ports 1 and 2 
n first RJ-11 plug into the telephone system’s jack 
for the first line 
TO TELEPHONE 
SYSTEM 
m 
STRATAGY 
VOICE BOARD , _ BLACK 
YELLOW 
RED 
GREEN 
L RED 
i- TELEPHONE 
GREEN LINE 
Figure 3-10 
Connecting Stratagy to a Telephone System that 
Uses RJ-11 Jacks 
n second RJ-11 plug into the telephone system’s 
jack for the second line 
3. Continue the process until all voice board ports are 
connected. 
7.3 CONNECTING TO A TELEPHONE 
SYSTEM THAT USES MODULAR AND 
SPLIT BLOCK 
Many telephone systems will require other types of 
connections instead of directly to RJ-14 or RJ-11. This 
type of connection is accomplished using 625type 
modular blocks and telephone wire, and/or 66M150 split 
blocks. 
Connect the systems as follows: 
1. Plug one end of an RJ-14 connector into 
Stratagy’s voice board jack for ports 1 and 2; the 
other end into a 625type or equivalent modular 
block. Connect the wire to the telephone system 
using the appropriate connector. A 66M150 split 
block may also be used with bridging clips and as 
shown in Figure 3-11. This is typical of Toshiba 
Strata DK and Perception telephone systems. 
2. Plug one end of an RJ-14 connector into 
Stratagy’s voice board jack for ports 3 and 4; the 
other end into a 625-type or equivalent modular 
block. Connect the wire to the telephone system 
using the appropriate connector. A 66M150 split 
block may also be used with bridging clips and as 
shown in Figure 3-11. 
3. Continue the process until all voice board ports are 
connected. 
3-11  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TO TELEPHONE 
SYSTEM BRIDGING 
Cl IPS 
66M150 SPLIT BLOCK ’ 
4 port voice board is shown 
2 port voice board will have only 
one modular jack. 
Figure 3-l 1 
Connecting Stratagy to a Phone System That Uses Modular and Split Block  - 
MODULAR - 
CORD MODULAR BLOCK, 
625TYPE OR 
EQUIVALENT 
STRATAGY VOICE 
3 Tl w 
2 T2 N 
u 
PIN-OUT 5 R2 
4 Ri 
NOTE: BOARD 
Poti 
3 and 4 
Port 
1 and ,2 
3-12  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
8 VERIFY BASIC FUNCTIONS 
Follow the instructions below to verify that the basic 
functions of Stratagy are working once you have 
connected the system or have moved Stratagy to a 
different site. 
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. This includes the 
integration and configuration parameters, default station 
(extension number) User ID mailboxes, and company 
greeting and instructions. The systems are: 
Stratagy 4 with Strata DK8 
Stratagy 6 with Strata DK16 
Stratagy 24 with Strata DK280A 
This is the out-of-box Toshiba Plug and Play operation for 
all Stratagy systems. Therefore, whether or not you have 
the specific telephone system associated with your 
Stratagy 4, 6, or 24, you will be able to verify basic 
functions. 
IMPORTANT NOTE: 
If you experience any problems, go to the 
Fault Finding section before proceeding. 1. Verify that Stratagy is functioning and the boards 
did not get dislodged during shipping. To do this, 
power up the system. Let it proceed without any 
action from you. Wait approximately 3 minutes. A 
Stratagy 24 will display the Main Menu. 
2. Verify that each port works. This process also 
verifies voice playback and basic auto-attendant 
functions. Dial the extension number for each port. 
For each port Stratagy should: 
n Answer and play the Toshiba Plug and Play 
company greeting (“Thank you for calling...“), 
greeting 1 in User ID mailbox 990. 
n Continue to play the Toshiba Plug and Play 
instructions greeting (“To reach the person.. .“), 
greeting 1 in User ID mailbox 991. 
3-13  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
Stratagym@ / (o”i /m 
INSTALLATION SECTION 
CHAPTER 
4 
ACCESSING STRATACY  
						

							STRATAGY 4/S/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 4 - Accessing Stratagy 
PARAGRAPH SUBJECT PAGE 
1 
2 
3 
3.1 
3.2 
3.3 
4 
4.1 
4.2 
4.3 
Introduction ________________________________________------------------------------------------- ----- ----- ------------ 4-1 
Using the Main Menu _______________________________________ ____________________--------------------------------- 4-1 
Local Access ________________________________________----------------------------------------- ----- ----- ----- ----- -- 4-2 
Connecting the Cable ________________________________________--- ____________________-------------------------- 4-2 
Preparing the Local System ____________________--------------------------------------- ----- ----- -- -------- -- 4-2 
Using Stratagy Locally ________________________________________---------------------------------------------- -- 4-2 
Remote Access ________________________________________---------------------------------------- --- _____---------- -- 4-3 
Preparing the Stratagy System ____________________------------------------------------------------------- -- 4-3 
Preparing the Remote System _________________________ ____________________--------------------------------- 4-3 
Using Stratagy Remotely ________________________________ ____________________--------------------------------- 4-3 
FIGURE LIST 
FIGURE 
TITLE PAGE 
4-1 Main Menu with Sample Data ____________________--------------------------------------- ------------ -------- 2 4-I  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 4 
ACCESSING STRATAGY 
1 INTRODUCTION 
When the Stratagy system powers up, the system 
automatically displays the Main Menu. From the Main 
Menu, you can customize User ID mailboxes, maintain 
the system, and perform administrative functions. Or you 
can shut down Stratagy and use the Stratagy 
Configuration utility to backup or configure Stratagy with 
your telephone system. 
To perform these functions, the Stratagy 4 and 6, which 
are not equipped with a monitor and keyboard, are 
accessible through local or remote access. The Stratagy 
24 provides direct access through its monitor and 
keyboard, and remote access is an option. 
Remote access refers to accessing the Stratagy system 
via modem from a PC located at this or another site. 
Local access refers to accessing the Stratagy system 
directly via a cable connecting the Stratagy system with a 
laptop or PC. Both methods use Stratagy Remote 
software. For initial installations, use local access for-the Stratagy 4 
and 6; access the Stratagy 24 directly through its monitor 
and keyboard. When modifying an existing installation, 
use whichever access method is convenient. 
This chapter discusses: 
n Using the Main Menu 
n Local access 
n Remote access 
2 USING THE MAIN MENU 
From the Main Menu (Figure 4-l) you can perform 
various functions of the Stratagy system. These include: 
H Accessing the Users Menu (customizing User ID 
mailboxes) 
1 Generating reports 
n Performing system shutdown (to display the Stratagy 
Configuration Utility Menu) 
n Using the Filecopy Utility 
n Setting system date and time 
Users Reports Shutdown Filecopy Date/Time Main 
Stratagy41.05/5.37 Usage: O/68% Time: 08/29/94 17:04:03 
Users: 101 
Voice Processing Started: 08/29/94 16:58:01 
Space: 31:46 94% Shutdown: 
TAIS, Inc.Cogyright 08/30/94 01:30 
1994 Calls: 1013 
Faxes: 
Strata DK 8 
Notify Scan 
At 08/29/94 17:58 
l/A 990 DIAL 290 17:04 
2/A 991 IDLE 181 17:02 
3/A 3366 RECORDING 17 17:04 
4/A 990 IDLE 3 09:56  Port User ID Status Calls Last Port User ID Status Calls Last 
I’ 
Figure 4-1 
I I 
Main Menu with Sample Data 
4-1  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
To access the options (Users, Reports, etc.), press Alt 
and the first character (highlighted) of the option. The 
default password is Stratagy, with the first letter 
uppercase. For detailed information about using the Main 
Menu, see the Programming section, Chapter 3 
“Accessing and Using Stratagy.” 
3 LOCAL ACCESS 
Local access refers to accessing the Stratagy system 
directly via a cable connecting the Stratagy system with a 
laptop or PC. This section discusses: 
q Connecting the cable 
4 Preparing the local system 
n Using Stratagy locally 
3.1 CONNECTING THE CABLE 
Connect a null modem cable from COMl or COM2 on 
the laptop/PC to the Stratagy system COM port. The 
default setting is COM2 for both the Stratagy 4 and 6. 
(See Chapter 3, “Installing the Hardware,” Figure 3-6, 
“Stratagy 4 and 6 Front and Back Panels.“) The Stratagy 
24, which has direct access with the monitor and 
keyboard, is not configured for local access. 
On the laptop/PC, the COM ports are serial ports (g-pin 
or 25pin male connectors). On the Stratagy system, 
COM2 has a 25pin male connector. You may need to 
use an adapter with the null modem cable to connect the 
laptop/PC to the Stratagy system. 
3.2 PREPARING THE LOCAL SYSTEM 
Preparing a laptop/PC involves loading the Stratagy 
Remote software. 
IMPORTANT NOTE: 
Do not install the Stratagy Remote software 
on a system with a screen saver program; 
Local access may not work. 
Load the Stratagy Remote software on the laptop/PC: 
1. 
2. 
3. 
4. 
4-2 
If you are not at the DOS prompt (C:\), exit to the 
DOS prompt. 
If you are running Windows, exit Windows. Do not 
use Windows’ MS-DOS Prompt option. 
Insert the disk that contains the Stratagy Remote 
software into the disk drive. 
From the DOS prompt (C:\), enter: 
COPY A:REMOTE 
This copies the Stratagy Remote software to the 
laptop/PC’s disk drive C:. (This example assumes 
that your floppy drive is disk drive A:) 
When the copy is complete, remove the diskette. 
3.3 USING STRATAGY LOCALLY L 
This section discusses how to use the Stratagy system 
from a local laptop/PC, including access and disconnect. 
3.3.1 ACCESSING STRATACY USING A LOCAL 
LAPTOP/PC 
To access Stratagy from a local laptop/PC, run the 
Stratagy Remote software. 
1. To access the Stratagy Remote software, enter the 
following from the DOS prompt (C:\). 
NOTE: 
If you are running Windows, exit Windows; do 
not use Windows’ MS-DOS Prompt option. 
If your local laptop uses COMl , enter: 
REMOTE /n /f 
If your local laptop uses COM2, enter: 
REMOTE /2 /n /f 
2. When entered correctly, the screen displays the 
same information as on the Stratagy monitor (or 
would be displayed on the Stratagy monitor). 
NOTE: 
The screen may be blank because of the screen 
saver. If so, press the 
spacebar. 
3.3.2 USING STRATACY LOCALLY 
Both the laptop/PC and the Stratagy system are active 
simultaneously. Use the laptop/PC as you would from the 
Stratagy monitor and keyboard. Note, however, that you 
cannot upload or download or files. 
3.3.3 EXITING LOCAL ACCESS 
To discontinue local access: 
1. Be sure to leave the Stratagy system in the correct 
state. 
For example, if you want Stratagy up and running 
in call processing mode, leave Stratagy at the 
Main Menu. If you leave the Stratagy system at the 
Stratagy Configuration Utility Menu, etc, that is 
where it will be and call processing will not 
function. 
2. Enter the following to disconnect from the Stratagy 
system: 
Alt + X 
The system prompts: 
OK to Exit (Y/N) 
Enter Y to exit the Stratagy system. 
Enter 
N to continue accessing the Stratagy 
system. 
3. Disconnect the null modem cable.  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
4 REMOTE ACCESS 
Remote access refers to accessing the Stratagy system 
via modem from a laptop or PC located at this or another 
site. This section discusses: 
n Preparing the Stratagy system 
n Preparing the Remote system 
H Using Stratagy remotely 
4.1 PREPARING THE STRATACY SYSTEM 
Preparing the Stratagy system to be accessible via 
modem from a remote laptop or PC involves installing 
and configuring the modem, and connecting it to the 
telephone system. 
Install the Modem. The Stratagy 4, 6, and 24 systems 
offer an optional external 2400 baud modem. Follow the 
manufacturer’s instructions. 
NOTE: 
For remote access, Stra tagy supports only 2400 
baud communication. 
For information about installing fax/modems, see the 
Maintenance and Upgrades section, Chapter 2, 
“Upgrading the System.” 
Connect the modem to the Stratagy ports. The default 
settings are configured for Remote access as follows: 
For the Stratagy 24, use COM4. (Refer to Chapter 3, 
“Installing the Hardware”, Figure 3-7, “Stratagy 24 
Front and Back Panels.“) 
For the Stratagy 4 and 6 with two COM ports, use 
COMl. (Refer to Chapter 3, “Installing the Hardware”, 
Figure 3-6, “Stratagy 4 and 6 Front and Back 
Panels.“) 
If the Stratagy 6 is upgraded to four COM ports, we 
recommend you use and configure COM4 for remote 
access. Use the Stratagy Configuration Utility 
(Chapter 5, “Configuring and Backing Up Stratagy”). 
Connect the modem telephone line. Use one of the 
following: 
n Station off the telephone system 
n Dedicated CO 
4.2 PREPARING THE REMOTE SYSTEM 
Preparing a laptop or PC located at this or another site to 
access Stratagy via modem involves configuring the 
remote PC’s modem and loading the software. 
IMPORTANT NOTE: 
Do not install the Stratagy Remote software 
on a system with a screen saver program; 
remote access may not work. 
4.2.1 CONFIGURING THE MODEM _ 
Configure the modem on the remote system as one of 
the following: 
COMl with IRQ4 and no other devices on 
COMl or using IRQ4 
COM2 with IRQ3 and no other devices on 
COM2 or using IRQ3 
4.2.2 LOADING THE STRATACY REMOTE SOFTWARE 
Load the Stratagy Remote software on the remote 
system: 
1. If you are not at the DOS prompt (C:\), exit to the 
DOS prompt. 
If you are running Windows, exit Windows. Do not 
use Windows’ MS-DOS Prompt option. 
2. Inset-t the disk that contains the Stratagy Remote 
software into the disk drive. 
3. From the DOS prompt (C:\), enter: 
COPY A:REMOTE 
This copies the Stratagy Remote software to the 
computer’s disk drive C:. (This example assumes 
that your floppy drive is disk drive A:) 
4. When the copy is complete, remove the diskette. 
4.3 USING STRATAGY REMOTELY 
This section discusses how to use the Stratagy system 
from a remote laptop or PC, including access and 
disconnect. 
4.3.1 ACCESSING STRATAGY REMOTELY 
To access Stratagy from the remote laptop or PC, run the 
Stratagy Remote software. 
1. To access the Stratagy Remote software, enter the 
following from the DOS prompt (C:\). 
NOTE: 
If you are running Windows, exit Windows; do 
not use Windows’ MS-DOS Prompt option. 
If your remote laptop or PC uses COMl , enter: 
REMOTE 
If your remote laptop or PC uses COM2, enter: 
REMOTE /2 
2. Remote prompts: 
Phone number? ’ 
Enter the exact digits the Stratagy Remote 
software must dial to access the Stratagy system 
modem. 
4-3  
						

							, STRATAGY 4/6 
/ 24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
For example, if the remote modem is on the 
station side of a switch and the Stratagy system 
modem is also on the station side of a switch that 
is answered by Stratagy, you might use 
9,17145555555,,,,,, 102 where each comma is a 
2-second delay. 
3. Once connected, the screen clears. The Stratagy 
Remote software prompts: 
Password? 
Enter the password. (The password is CommLine, 
with the “C” and “L” uppercase.) 
4. When entered correctly, the screen displays the 
same information as on the Stratagy monitor (or 
would be displayed on the Stratagy monitor). 
NOTE: 
The screen may be blank because of the screen 
saver. If 
so, press the spacebar. 
4.3.2 USING STRATAGY REMOTELY 
Both the remote and the Stratagy system are active 
simultaneously. Use the remote as you would from the 
Stratagy monitor and keyboard. Note, however, that you 
cannot download or upload files. 
4.3.3 EXITING REMOTE ACCESS 
To discontinue remote access: 
1. Be sure to leave the Stratagy system in the correct 
state. 
For example, if you want Stratagy up and running 
in call processing mode, leave Stratagy at the 
Main Menu. If you leave the Stratagy system at the 
Stratagy Configuration Utility Menu, etc, that is 
where it will be and call processing will not 
function. 
2. Enter the following to disconnect from the Stratagy 
system: 
Alt + X 
The system prompts: 
OK to Exit (Y/N) 
Enter Y to exit the Stratagy system. 
Enter 
N to continue accessing the Stratagy 
system. 
4-4  
						

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL 
SEPTEMBER 1994 
INSTALLATION SECTION 
CHAPTER 5 
CONFIGURING AND BACKING UP STRATAGY