Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 5 - Configuring and Backing Up Stratagy 
PARAGRAPH 
SUBJECT PACE 
1 Introduction ________________________________________----------------------------------------------------------------- 5-j 
2 Accessing, Using, and Exiting the Stratagy Configuration Utility ------------------------------------- 5-l 
2.1 Accessing the Stratagy Configuration Utility ________________________________________-------------------- 5-l 
2.2 
Using the Stratagy Configuration Utility Menu ________________________________________------------------ 5-2 
2.3 
Exiting the Utility ________________________________________-------------------------------------------------------- 5-2 
3 
Stratagy Backup Utility ________________________________________-------------------------------------------------- 5-2 
3.1 Select the Backup or Restore Options ________________________________________---------------------------- 5-2 
3.2 Using the Backup Utility ________________________________________---------------------------------------------- 5-2 
4 Stratagy System Configuration ________________________________________---------------------------------------- 5-3 
4.1 
Modifying Stratagy System Configuration Options ________________________________________------------ 5-4 
4.2 Exiting the Stratagy System Configuration Screen ________________________________________------------ 5-4 
5 Install from A; Drive ________________________________________------------------------------------------------------ 5-23 
6 Toshiba Plug and play ________________________________________--------------------------------------------------- 5-23 
7 Toshiba Switch 
Integration ________________________________________--------------------------------------------- 5-24 
8 Other Switch 
Integrations ________________________________________----------------------------------------------- 5-25 
8.1 
Defining Telephone System Dial Codes ___________L____________________________------------------------- 5-25 
8.2 Defining T&phone System Tone Patterns _______L________________________________--------------------- 5-29 
8.3 Defining System Integration patterns _______________________________ _ _____________________________________ 5-31 
FIGURE LIST 
FIGURE TITLE PAGE 
5-l Stratagy Configuration Utility Menu ________________________________________---------------------------------- 5-2 
5-2 
Stratagy Backup Utility Menu ________________________________________------------------------------------------ 5-2 
5-3 Sample Stratagy System Configuration Screen ________________________________________------------------ 5-4 
5-4 Toshiba Plug and play Screen ________________________________________---------------------------------------- 5-23 
5-5 Toshiba Switch Integration Screen ________________________________________----------------------------------- 5-24 
5-6 Other Switch 
Integrations Menu ________________________________________--------------------------------------- 5-25 
5-7 
Sample Telephone System Dial Codes Screen ________________________________________------------------- 5-26 
5-8 Sample LOad Telephone System Dial Codes Screen ________________________________________----------- 5-26 
5-9 GetTones Utility Screen ________________________________________------------------------------------------------- $29 
5-10 Sample System Integration Patterns Screen ________________________________________---------------------- 5-33 
TABLE LIST 
TABLE 
5-l 
5-2 
5-3 
5-4 
TITLE PAGE 
Stratagy System Configuration Options - Parameters and Definitions ----------------------------- 5-5 
Telephone System Dial Codes - Parameters and Definitions ---------------------------------------- 5-27 
GetTones - parameters and Definitions ________________________________________---------------------------- 5-36 
Stratagy System Integration patterns ________________________________________-------------------------------- 5-34 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 5 
CONFIGURING AND BACKING 
UP STRATAGY 
1 INTRODUCTION 
This chapter provides detailed information about using 
the Stratagy Configuration Utility. This utility allows you 
to: 
n 
‘ 
1 
n 
n 
H Back up the Stratagy system 
Define Stratagy system configuration options 
Install Stratagy software from the floppy disk drive 
Select a Toshiba telephone switch or plug and play 
integration 
Define how Stratagy and other manufacturer’s 
telephone systems communicate together 
Backing up Stratagy. Involves backing up the database, 
greetings, and messages. 
Defining Stratagy system configuration options. 
Involves setting system-wide parameters for Stratagy 
control, including system password, timeout values, 
computer configurations, and per port options. 
Installing Stratagy software from the floppy disk 
drive. Required when upgrading a Stratagy 4 system to 
a Stratagy 6 system. It may also be required to re-install 
Stratagy System or Prompt software. 
Selecting a Toshiba telephone switch or plug and 
play integration. If you have a Toshiba telephone 
system, selecting the appropriate system automatically 
defines the telephone system dial codes, telephone 
system tone patterns, and system integration patterns. 
Defining how Stratagy and other manufacturer’s 
telephone systems communicate together. If you do 
not have a Toshiba telephone system, selecting the 
appropriate system defines the telephone system dial 
codes. You would then need to define the telephone 
system tone patterns and system integration patterns. 
1. Telephone system dial codes: how Stratagy 
controls certain dialing actions on the telephone 
system. 
2. Telephone system tone patterns: tone patterns 
Stratagy must recognize when performing 
supervised call transfers, etc. 
3. System integration patterns: if the telephone 
system supports integration, defines integration 
behavior of Stratagy with your phone system. Once configured, Stratagy should be completely 
connected to your telephone system. The next step is to 
customize Stratagy by programming the User IDS to 
define the automated attendant and voice message 
system. For details, refer to the Programming section. 
This chapter discusses: 
n 
n 
n 
n 
n 
n 
n Accessing, Using, and Exiting the Stratagy 
Configuration Utility 
Stratagy Backup Utility 
Install from A: Drive 
Stratagy System Configuration 
Toshiba Switch Integration 
Toshiba Plug and Play 
Other Switch Integrations 
2 ACCESSING, USING, AND 
EXITING THE STRATAGY 
CONFIGURATION UTILITY 
IMPORTANT NOTE: 
Stratagy will not process calls while 
accessing the Stratagy Configuration Utility. 
Exiting the Stratagy Configuration Utility 
causes Stratagy to re-boot with the new data, 
display the Main Menu, and resume call 
processing. 
2.1 ACCESSING THE STRATACY 
CONFIGURATION UTILITY 
To access the Stratagy Configuration Utility 
Stratagy call processing. 
1. From the Main Menu, select Shutdown. 
Alt + S 
2. Stratagy prompts: 
Password? Menu, exit 
Press: 
Enter the password. (The default password is 
Stratagy, with the first letter uppercase. We 
recommend that you change this password in the 
Stratagy System Configuration before exiting the 
Stratagy Configuration Utility.) 
3. Stratagy prompts: 
Shutdown the entire system? [NY] 
To shutdown the system, enter Y. 
4. Stratagy confirms: , 
Really SHUTDOWN the entire system? [NiY] 
To shutdown the system, enter Y. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL 
SEPTEMBER 1994 
Stratagy starts shutdown. If any ports are in use, 
Stratagy delays shutting down the system for 60 
seconds. At that time, Stratagy completes shutdown, 
cutting off any callers or users that are still active. 
When shutdown is complete, the Stratagy Configuration 
Utility Menu displays. See Figure 5-1 for the Stratagy 
Configuration Utility Menu. Only items 1 through 4 will 
appear on a Stratagy 4 system. 
Stratagy Configuration Utility 
1. Stratagy Backup Utility 
2. Stratagy System Configuration 
3. Install from A: Drive 
4. Toshiba Plug and Play 
5. Toshiba Switch Integration 
6. Other Switch Integrations 
Figure 5-l 
Stratagy Configuration Utility Menu 
2.2 USING THE STRATAGY 
CONFIGURATION UTILITY MENU 
To use the Stratagy Configuration Utility, select an option, 
press the option number, or use the arrow keys 
( 7‘ L ), to highlight the option and press 
Enter. To 
return to the Stratagy Configuration Utility Menu, press 
Est. 
2.3 EXITING THE UTILITY 
To exit the utility, press Esc from the Stratagy 
Configuration Utility Menu. Stratagy re-boots with new 
data configured. 
When the system prompts: 
Press any key to continue... 
Press any key. The Stratagy Main Menu displays and 
Stratagy resumes call processing. 
3 STRATAGY BACKUP UTILITY 
To back up or restore your Stratagy system, select 1. 
Stratagy Backup Utility from the Stratagy 
Configuration Utility Menu. The Stratagy Backup Utility 
Menu displays. See Figure 5-2. Stratagy Backup Utility _ 
51 .- 
Figure 5-2 
Stratagy Backup Utility Menu 
3.1 SELECT THE BACKUP OR RESTORE 
OPTIONS 
Select the backup options based on the following: 
Database: 
H Each time the Stratagy Configuration Utility is used to 
modify the configuration and integration settings. 
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. 
n 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. 
3.2. USING THE BACKUP UTILITY 
The utility uses a series of menus. For each menu, the 
current selections are surrounded by pointers ( ,q ). 
To select an option, press the highlighted letter or use the 
arrow keys ( 7‘ & ) 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.” -i 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
Select Restore to restore previous backed up files on 
Stratagy. Proceed to “Restoring Stratagy.” 
Select Quit to return to the Stratagy Backup Utility 
Menu. 
3.2.1 BACKING UP STRATACY 
To 
back up Stratagy, proceed as follows: 
n 
The second menu displays backup information: 
n backup set (files to be backed up) 
DATABASESET (database) 
GREETINGSET (greetings) 
MSGS.SET 
(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. 
Insert 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). 
To 
cancel backup, press B to return to the 
Function Menu. 
3.2.1 RESTORING STRATAGY 
To restore Stratagy, proceed as follows: 
n The second menu displays restore information: 
restore set (files to be restored) 
DATABASE.SET 
(database) 
GREETING.SET 
(greetings) 
MSGS.SET 
(messages) n 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. 
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. 
Inset-t 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. 
4 STRATAGY SYSTEM 
CONFICXJRATlON 
Use this function to change Stratagy’s system options 
and parameters, define timeout values, define computer 
configurations, and control per port options. 
Most Stratagy System Configuration options 
do not 
require modification. We recommend that you modify the 
system password immediately. All other options have 
default values, but may be modified as required. 
NOTE: 
We recommend that you use the Stratagy 
Backup Utility initially and periodically to 
preserve system data. Before making changes to 
this selection, ensure you have a current backup. 
From the Stratagy Configuration Utility Menu, press 2 
;;g h I ;g’h: the arrow keys ( I’ L ) to 
2 . 
Stratagy System 
Configuration 
and press Enter. 
All Stratagy System Configuration options are available 
for the Stratagy 24. Fax settings are not available for the 
Stratagy 4 and 6. Serial port settings/definitions and 
SMDKerial integration definitions are not available for 
the Stratagy 4. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
. . 
The Stratagy System Configuration Screen is split into 4.2 
EXITING THE STRATAGY SYSTEM 
two areas, the left screen area lists the actual options .: 
and their values, the right screen area lists context CONFIGURATION SCREEN - 
sensitive help for each option. See Figure 5-3 for a When you have finished defining the Stratagy System 
sample Stratagy System Configuration Screen. For a list Configuration options, press Esc to return to the 
of the options, their definitions, and default settings, see Stratagy Configuration Utility Menu. We recommend that 
Table 5-l. you back up the current data base at this time by 
selecting the Stratagy Backup Utility. Otherwise, press 
4.1 MODIFYING STRATAGY SYSTEM Esc again to reboot Stratagy and return to the Main 
CONFIGURATION OPTIONS Menu for call processing or Stratagy programming. 
To modify an option: 
1. 
Use the arrow keys 
( T d. ), or PgUp and 
PgDn, to highlight the dial code parameter. Press 
Enter. 
2. Modify the option using the line editor at the top of 
the screen. 
3. Press Enter to save your changes. To escape 
without saving changes, press 
Est. 
2. Stratagy System Configuration 
#- Stratagy Configuration 
set active-hold false 
set adpcm-hq 64 
set adpcm-nq 32 
set adpcm_pq 32 
set begin-rec_prompt true 
set box-idx 411 
set box-snd 998 
set ca-file SMDR.DAT 
set carport 0 
set clock-sync true 
set cmt-maxlen 10 
set defaults-box 997 
set diskwarn 20 
set dtmf-dly 0 
set dtmf-gate true 
set dtmf-on 20 
set exit-digit I# 
set future-delivery 995 
set gain-norm 0 
set guest-defaults 996 
set guest-min 90000 This program allows you to change different options 
that affect how Stratagy operates. The options are 
in groups that define a specific set of functions 
or interactions. If a line begins with a # sign it 
is a group heading or an option that has been 
commented out and therefore has no effect. 
Figure 5-3 
Sample Strategy System Configuration Screen 
, 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PARAMETER 
active-hold 
DESCRIPTION 
Controls how a caller must select to hold for a busy extension. 
TRUE Caller must continue pressing * to hold for a busy extension, enter another 
extension, or leave a message at the tone. 
FALSE Caller selects * once to hold for a busy extension and the system allows the 
caller to hold until he is either transferred, selects another extension, or 
presses * again to leave a message. 
Possible values: true, false 
Default: false 
adpcm-hq Sampling rate for outgoing greetings. The higher the sampling rate (kilo bits per 
second), the better the sound quality, however, the amount of disk space used is also 
higher. 
IMPORTANT NOTE: 
If you change this on an active system, all previously recorded greetings will 
be lost. 
Possible values: 32, 64 
Recommended value: 64 
Default: 64 
adpcm-nq Sampling rate for incoming messages. The higher the sampling rate (kilo bits per 
second), the better the sound quality, however, the amount of disk space used is also 
higher. 
IMPORTANT NOTE: 
If you change this on an active system, all previously recorded messages will 
be lost. 
Possible values: 32, 64 
Recommended value: 32 
Default: 32 
adpcm-pq Sampling rate for the system prompt file. This is predetermined by the sampling rate 
(kilo bits per second), at which the system prompt file was recorded. 
IMPORTANT NOTE: 
Do not change this parameter. All Stratagy system prompt files are recorded 
at 32 bits per second sampling rate. 
Default: 32 
Table 5-l 
Stratagy System Configuration Options - Parameters and Definitions 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
‘ 
PARAMETER 
begin-ret-prompt 
DESCRIPTION 
Controls whether the system says “Begin recording at the tone, . . . or hang up” before 
taking a message. This also affects the “to re-record press 2” and “to append press 3 
menu selections during the record menu that is given after a recording. 
TRUE: The system plays the above prompt. 
FALSE: The system does not play the above prompt. The caller only hears a tone. 
Possible values: true, false 
Default: true 
box-idx 
Sets the User ID as the index directory for the specified port. The index directory 
is a special mode which allows Stratagy to search its User IDS for a match on the 
Directory Name fields. 
Example: Define this option as box-idx 411 1 to set User ID 411 as the directory 
search ID for port 1. 
NOTE: 
Stratagy builds an index file based on information given in the Directory Name 
fields. It allows you to use one or more letters to perform the search, matching all 
entries possible. For every User ID that matches, Stratagy plays the Name and 
Extension recording - which really may play any recording you want. 
Possible values: valid User ID and valid pot-l 
Default: 411 
box-snd Sets the User ID as the direct message ID for the specified port. The direct 
message ID allows you to record a message for a User ID without having to 
execute the Extension field and/or hear the User ID’s greeting. This is particularly 
useful for an Operator transferring directly to voice mail. 
Possible values: valid User ID and valid port 
Default: 998 
ca-file File to store incoming SMDR data. The data is read from the logical port defined 
by the option ca-pot-t. This is useful for collecting the SMDR output from a switch, 
storing it while the system runs, and then during a shutdown having a call 
accounting package read, analyze and manipulate the data. 
Possible values: valid DOS filename. The single quotes are required. 
Default: ‘SMDR.DAT 
ca-port Logical pot-t to read SMDR data from while the system is running. The data will be 
stored in the file specified by the option ca-file. 
Possible values: 0, 1, 2, 3, 4 (port number) 
Default: 0 
Table 5-l 
Stratagy System Configuration Options - Parameters and Definitions (continued) 
5-6 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PARAMETER 
clock-sync 
DESCRIPTION 
Whether the system tries to re-synchronize the DOS software clock with the PC 
hardware clock. It may be useful to turn this off (by setting it to FALSE) if you 
have another utility controlling the PC clock. 
TRUE Stratagy re-synchronizes the DOS software clock with the PC hardware 
clock. 
FALSE Stratagy does not re-synchronize the clocks. 
Possible values: true, false 
Default: true 
cmt-maxlen 
Number of seconds allowed for recording a List comment. 
Possible values: 1 - 99 (seconds) 
Default: IO 
defaults-box User ID to use for the default values when creating a new User ID. The field 
values in the default User ID are copied into a new User ID upon initialization. 
Note: 
n Not all fields are copied. Comment, Extension, and Directory Name fiefds’are 
initialized separately. If a Security Code is defined, it uses it as the default instead 
of using the User ID as the default. 
n All Notify and Auto-Schedule records are copied. Therefore, to initialize all new 
User IDS with a minimum set of Notify and Auto-Schedule settings, first define 
those settings in the “defaults box” 997 (unless you change the default User ID) 
before creating new User IDS. This is useful for setting standard, or default, 
settings such as message light ON/OFF. 
Operates in the same manner as the guest-defaults option. 
Possible values: valid User ID 
Default: 997 
diskwarn Percentage threshold Stratagy uses for causing a Disk Notify to execute. This is a 
remaining percentage threshold. 
Example: To have Stratagy notify you when the remaining disk space falls below 
20%, use a value of 20. 
Possible values: 1 - 99 
Default: 20 
dtmf-dly Time between DTMF tones when Stratagy is dialing. In units of 10 ms. 
0: The time is country-dependent (50 ms in the US, 80 ms in the UK). This is 
appropriate for almost all cases. 
Possible values: 0, 3 - 19 (units of 10 ms) 
Default: 0 (country-dependent) 
Table 5-1 
Stratagy System Configuration Options - Parameters and Definitions (continued) 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
PARAMETER 
dtmf-gate 
DESCRIPTION 
Before dialing any User ID extension field Stratagy first verifies that DTMF was 
entered since the call last accessed the User ID (usually 991) specified in the 
DONE Chain of the initial User ID (usually 990). This “gate” prevents the transfer 
of a dead/phantom call to the operator on those switches that do not have 
disconnect supervision. Stratagy does not perform the “gate” action when the 
Extension field begins with @. 
TRUE Stratagy “gate’s by requesting the caller to “Say yes at the tone” to 
complete the chain and transfer. 
FALSE: Do not have Stratagy complete the chain and transfer by requesting the 
caller “Say yes at the tone.” 
Possible values: true, false 
Default: true 
dtmf-on 
Length of the DTMF tones played by the system. In units of 10 ms. 
Example: 20 is .2 set (200 ms). 
Possible values: 10, 20, . . . . 90 (units of 10 ms) 
Default: 20 (.2 set) 
exit-digit Defines one (1) additional DTMF tone that will cause Stratagy to exit/stop during 
recordings and present the Recording options. 
Possible values: 0 - 9, *, # The single quotes are required. 
Default: ‘#’ 
future-delivery 
User ID to use to allow users to specify the time and/or date when a message will 
be delivered for the future delivery feature. When the messages are awaiting 
future delivery, they are stored in the User ID specified. Therefore, the User ID 
cannot be used for any other purpose. The future delivery messages in this User 
ID cannot be deleted or listened to. This User ID mailbox cannot be accessed by 
a security code. 
Possible values: valid User ID 
Default: 995 
gain-norm Starting volume of the ports. 
Possible values: 8, -7, . . . . 0, . . . . 7, 8 
Default: 0 
 
/’ 
Table 5-1 
Stratagy System Configuration Options - Parameters and Definitions (continued) 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL 
SEPTEMBER 1994 
PARAMETER 
guest-defaults 
DESCRIPTION 
User ID to use for the default values when creating a new guest User ID. The field 
values in the default guest User ID are copied into a guest User ID upon 
initialization. Note: 
n Not all fields are copied. Comment, Extension, and Directory Name fields are 
initialized separately. If a Security Code is defined, it uses it as the default instead 
of using the User ID as the default. 
H All Notify and Auto-Schedule records are copied. Therefore, to initialize all new 
guest User IDS with a minimum set of Notify and Auto-Schedule settings, first 
define those settings in the “defaults box” 997 (unless you change the default Use 
ID) before creating new User IDS. This is useful for setting standard, or default, 
settings such as message light ON/OFF. 
Operates the same way as the defaults-box option. 
Possible values: valid User ID 
Default: 996 
guest-min 
Starting User ID that may be used when creating a Guest User ID. When used in 
conjunction with the guest-max option, they limit the number of Guest User IDS 
that may be created. 
Example: If this value is 90000 then the first guest User ID that is created will have 
User ID 90000. The second guest will have User ID 90001, etc. 
Possible values: valid User ID 
Default: 90000 
guest-max 
Last User ID that may be used when creating a Guest User ID. When used in 
conjunction with the guest-min option, they limit the number of Guest User IDS 
that may be created. 
Example: If this value is 90199, then the last guest User ID that may be created is 
User ID 90199. 
Possible values: valid User ID larger than the guest-min option setting 
Default: 90199 
hangup-supervision Whether the switch supports Loop Current Off/Drop for hang up supervision. 
TRUE If your switch supports Loop Current Off/Drop for hang up supervision, this 
option should be true. Even if your switch does not support this capability, it 
usually has NO NEGATIVE EFFECT when set at true. 
FALSE If you notice call transfer problems such as disconnects or three-way 
conferencing, try setting this to false. If the problems are not solved by 
setting this to false, set it back to true. 
Possible values: true, false 
Default: true 
, 
Table 5-l 
Stratagy System 
Configuration Options - Parameters and Definitions (continued) 
5-9