Toshiba Stratagy Dk Installation Guide
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Before You Start... Get ready to install Toshiba’s Stratagy DK, one of the most efficient voice processing systems available! To make this installation go smoothly, before doing anything else, please read and complete both sides of this checklist: 1 0Whenever handling Stratagy DK, always wear the anti-static wrist strap (included); keep the strap by the unit. Always hbld Do you knowthe unit by its edges. Remember that electrostatic charge from how to handleyour body, even your own body oils can damage Stratagy DK.Stratagy DK? aNever drop or jar Stratagy DK! The unit’s hard drive is extremely sensitive to dropping or excessive force during installation. Ha&/e it wit/~ lovingD Temperature changes greater than 20-F cause condensation oncare and it will last a Stratagy DK’s hard drive. Wait 24 hours before installation if long time.. .there is such a temperature variation. LJ1 2IJ Do you have everything you need?a Need more details? They’re inside the ins talla tion guide.a What comes shipped: Stratagy DK comes complete with pre- loaded operating software, documentation package and the anti- static wrist strap. Make sure nothing is missing or damaged. Local Administration? You’ll need a portable/desktop PC with DOS 6.2,5MB hard drive space, 3.5” 1.44 floppy drive, and 580KB free RAM. You’ll need a g-pin null-modem serial cable or Toshiba’s SG-ADMCBL cable to connect your PC to Stratagy DK. Remote (modem) Administration? Use Stratagy Admin software (up to 9600 baud) with Toshiba’s SG-FMOD modem or a Hayes-compatible, 14.4 baud, V32.bis modem connected to Stratagy DK’s serial Port 2; don’t forget the g-pin serial cable. You can also use Stratagy DK’s internal (soft) 2400-baud modem and administrate through its phone connection. DMake sure Strataov DK is compatible with your Strata DK: It 3 Is Strata DK ready?See the Strata DK lnstalla tion /Maintenance and Programming Manuals for details on a specific Strata DK product. CJ a rJ a wo.rks with all DKG4/DK280 and DKl 6e/DK16 systems. It also works with DK24/DK56/DK96 with Release 4 software. Always program Strata slot assignments before installing the Stratagy DK. Use these slot assignments: DK424: use a universal slot, starting with slot 12 or 13 if an RSIU is in slot 11; never use slots 27,28,31, 37,38,47,48, 51,57, 58,67, 68, 71, 77, or 78. DK260: use any universal slot, starting with slot 12 or slot 13 if an RSIU is in slot 11 (R3 or higher); never use slots 31 or 51. DK16e/DK16: use any expansion cabinet slot (except slot 18 in the DK16e) that takes an eight-port card. DK24/ DK56/ DK96: use any slot after slot 01. Be sure to set code 31 in Program 03 for the slot where Stratagy DK will be installed. All Strata DK’s: if receiving Calling Party Control (CPC) or Loop Open Disconnect from the CO, use Program 15 to enable. Always remember to shut down Stratagy software before powering down Strata DK.
arlL-lIs Strata DK% DTMF tone detection enabled?Strata DK needs to recognize Stratagy DK’s DTMF signaling. Make sure an RRCS is installed in the DK424/DK280, a K4RCU3 in the DKl 6e/DK16, or CRCU in the DK24/DK56/ DK96.Run Program 03 and assign these code(s) where the DTMF receiver is installed: DK424/DK280 (RRCS installed on the RCTU): code 92,X3, or 94 for slot 00. DK16e (K4RCU3): code 92 for slot 00. DK24/DK56/DK96 (CRCU): code 92 or 93 for slot 00. 5 mMake sure a PDKU card is installed that is currently (or can be) programmed for a DSS Console. DK424/DK280: When installing Stratagy DK in an odd-numbered cabinet make sure the PDKU is in a lower- Do you want to activate the DSSl Busy Lamp feature?numbered slot in the same cabinet. When installing in an even-numbered cabinet, the PDKU must be in a lower- numbered slot in the orecedino odd-numbered cabinet. DK16e: set slot 11 in’the Base Cabinet to code 64. DK24/DK56/DK96: the PDKU must reside in slot 01. aSet code 64 using Program 03 for the PDKU slot. aSee the installation guide to program Stratagy DK for this option. a 6DAre you going to cT have SMDI?a DK424/DK280: SMDI is only available on a “B” processor or higher.Make sure a PIOU/PIOUS/RSSU/RSIU card is available. Set code 43 in Program 03 for PlOU/PIOUS/RSSU or code 49 for RSIUIRSIS.The PIOU/PIOUS/RSSU/RSIU card must be located close to the Stratagy DK. Install a serial cable between the two. 7 Want to synch.#You’ll need an LCD telephone physically installed on Strata DK; Stratagy DKmake sure it’s on the first port of the PDKU card (defined in Step 5 above).system time with Strata DK? 8 All set? Just a few more things...a DDon’t forget to wear the anti-static wrist strap during handling. Be sure Stratagy DK has a jumper installed on J4. If you are using an internal modem in the portable/desktop computer, remember that Stratagy Admin only works with COM 1 and 2, not COM 3 or 4. Do not write over the Stratagy Admin subdirectory on your remote PC when installing the Stratagy Admin VSA.2G version you received. Always retain previous versions of Admin. Make sure your Strata I&M/Programming Manuals and Stratagy l&M Manuals are handy. Be sure to read the entire installationguide before installing. Remember to back up your database after installation. If you hg-vg.
Contents Stratagy DK What’s New?. . . . . . . . . .._........._.._................._.......................................................................................... . . . . 1InternalModem . . . . . . .._. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...1EnhancedStratagyAdminSoftware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .._........ 1Parameters . ._. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..,... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ._ 2Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..............2 UsersMenu-OptionsScreen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .._..................................... 4Tokens ............................................................................................................................................. 4Features ............................................................................................................................................ 4Installation.............................................................................................................................................. 5 Step 1:Read Through this Installation Guide First......................................................................5 Step 2:ProgramtheStrata DK.....................................................................................................5 Step 3:Shut DowntheStrata DK................................................................................................6 Step 4:Installthe StratagyDK .....................................................................................................6 Step 5:VerifyStratagyDKisFunctioningProperly .................... ...............................................8 Step 6:Verify that Voice Playback, Basic Auto Attendant and Ports are FunctioningCorrectly ...............................................................................................10 Step 7:Connect Portable/Desktop Computer toStratagy DK...................................................10LocalConnection ....................................................................................................................10RemoteConnection................................................................................................................. 11 Step 8:LoadStratagyAdminSoftware(VSA.2G)....................................................................11 Step 9:ConfigureStratagyAdminSoftware.............................................................................I2 Step10:AccessStratagy DK.......................................................................................................14LocalAccess.......................................................................................................................... .14Remote Access........................................................................................................................ 15 Step11:ConfigureStratagyDK ..................................................................................................16Toshiba Plug and Play............................................................................................................. 17TelephoneSystemConfiguration............................................................................................ 18StratagySystemConfiguration.............................................................................................. .19Step 12:Program the Mailboxes..................................................................................................22Step 13:Application Programming..............................................................................................23Step 14:StratagyDK Maintenance..............................................................................................25Tools........................................................................................................................................ 25Trace Diagnostics......................... ...........................................................................................31UpgradingStratagyDK Voice Ports.......................................................................................31Step 15:ShutDown theStratagyDK..........................................................................................32Stratagy DK Installation Guide April 1997i
Figures Figure 1Figure 2 Figure 3Figure 4 Figure 5Figure 6 ,Figure 7 Figure 8Tables Table 1Table 2 Table 3Table 4 Table 5Stratagy DK Hardware Components...............................................................l Navigating the Tools Menu ....................................... ..................................... 3Stratagy DK424/DK280 PDKU DDD/Busy Lam Field Slot Assignment Examples............................................................................... 8Stratagy DK...................................................................................................... 9RS-232 DB9 to DB9 Cabling......................................................................... 10RS-232 DB25 to DB25 Cabling..................................................................... 10Main Menu with Sample Data....................................................................... 16Options Screen with Sample Data ..................................................................23Stratagy Admin Compatibility.......................................................................... 2Stratagy DK Slot Assignment........................................................................... 7Stratagy DK Status/Port LEDs..........................................................................9Admin PC Configuration Fields..................................................................... 13Stratagy DK System Configuration Parameters - Definitions and Settings...2 0 iiStratagy DK Installation Guide April 1997
Stratagy DK The Stratagy DK voice processing circuit card (see Figure 1 for a photograph) supports up to 8 ports, provides up to 24 hours of storage and is installed in the card slot of a Strata DK Base or Expansion Cabinet/KSU.The supported systems and recommended software versions are: +Strata DK424/DK280 - all releases +Strata DK16e/DK16 - all releases +Strata DK24/DK56/DK96 - Release 4 The Stratagy DK requires Stratagy Admin software, installed on a separate IBM-compatible portable/desktop computer, for local or remote administration and maintenance. With the release of the Stratagy DK, a new enhanced version of Stratagy Adrnin (VSA.2G) is available. This enhanced version provides new utilities, explained in detail later in this Guide, for configuring and maintaining the Stratagy DK. Voice mail integration is provided by Strata DK in-band (DTMF) integration. Strata DK424 and DK280 can also provide integration using the Simplified Message Desk Interface (SMDI) output of the PIOU, PIOUS, RSSU, RSIU, or RSIS SMDI port.Figure 1Stratagy DK Hardware Components What’s New? Internal ModemThe Stratagy DK has an internal (soft) modem that operates at up to 2400 baud and can be used for remote maintenance. Enhanced Stratagy Admin Software With the release of the Stratagy DK, a new version of Stratagy Admin (VSA.2G) is available. This new version provides enhanced abilities for configuring and maintaining the Stratagy DK Installation Guide April 1997 1
What’s New? Stratagy DK. Some versions of the Stratagy Admin software are not compatible with the Stratagy system software (see Table 1). Table 1Stratagy Admin Compatibility Stratagy DK System Software Version VDK.2G ’Compatible Stratagy Admin Software Version VSA.2GStratagy 4 Lite V4.2E software does not support some of the utilities available in Admin VSA.2G’s new menu selection called Tools (see Page 2). If ONLY per- forming mailbox programming on the Stratagy 4 Lite (version V4 2E), Admin VSA.2G can be used. Total compatibil- ity will be available with Stratagy 4 Lite Release 3 software. ParametersBecause of the unique nature of the interaction process between the Stratagy DK and Strata DK, four new parameters have been added for use exclusively with the Stratagy DK (see Table 5 for the definitions and settings for these parameters). +console-slot-id: designates the PDKU slot. Stratagy uses*this slot for DSSACD status. +&s-active: tells the Stratagy DK to retrieve BLF busy station information for the assigned DSS Port field located on the Users Menu - Options screen (see Step 12 “Program the Mailboxes” on Page 22 for information on programming the field). +ksu-time: synchronizes Stratagy DK’s system clock with the system clock of the supporting Strata DK telephone system. +trace-cap: defines the size of the trace file in kilobytes. Main MenuStarting with VSA.2G Admin, the Main Menu has been changed to include a new menu selection, called Tools, and the time display (in the upper right corner of the menu) has an additional feature exclusive to the Stratagy DK. The time display now indicates whether the Stratagy DK is synchronized with the Strata DK KSU (KSU time) or is running on its own system clock (standard, daylight savings). ToolsTools includes the following selections (see Figure 2): + Backup Utility+ Restore Utility + Upgrade Utility+Telephone System Configuration +Toshiba Plug and Play+Stratagy System Configuration’ +Retrieve Trace File+ Filecopy’ ’ Functions supported by the Stratagy 4 Lite (V4.2E). 2Stratagy pK ‘Installation Guide April 1997
Strategy DK-What’s New?For complete details on Toshiba Plug and Play, Telephone System Configuration, and Stratagy System Configuration, see Step 11 “Configure Stratagy DK” on Page 16. For details on the remaining selections, see Step 14 “Stratagy DK Maintenance” on Page 25. T&Is M&u -(sek@ yenti item),.:., :- 2080Backup Utility Restore Utility Upgrade Utility Edit Telephone Systems Dial Codes Edit System Integration Patterns - Strata DK424 - Strata DK424 WI SMDI - Strata DK280Strata DK280 wl SMDI - Strata DK16e - Strata DK16e w/ SMDI. - Strata DK16 Stratagy System ConfigurationParameters Retrieve Trace File Filecopy Figure 2Navigating theTools MenuStratagy DK System Time Using the hu-time parameter, you can synchronize Stratagy DK’s system clock with the system clock of the supporting Strata DK telephone system. Setting-this parameter to true, disables the daylight-saving-time parameter. The Main Menu screen displays KSU time when this feature is enabled. NoteAn LCD telephone must always be physically installed on the first port of the PDKU card (defined in console-slot-id parameter). Stratagy DK Installation Guide April 1997 3
What’s New?-- -_---------_---Stratagy DK Users Menu - Options ScreenYou’ll notice some changes in the User Menu - Options screen. The changes (see Figure 8) are: +A new field called DSS Port has been added. This new field replaces the Alternate Rate feature, which is not available with the Stratagy DK. +The Message Volume feature, although displayed on the screen, is not supported by the Stratagy DK. DSS Port The DSS Port field corresponds to the “physical” port number of a Strata DK station. This field enables the Stratagy DK to monitor the Busy Lamp field of a DSS console port to determine if the station is busy before attempting to transfer. TokensAS with all Stratagy systems the Stratagy DK retains all of the robust application programming that is provided by tokens. Some new tokens are available exclusively for the Stratagy DK. They are: +KM - Enables a portable/desktop computer’s modem to communicate with the Stratagy DK internal modem (2400 baud) by sending the call to User ID 993. 4KT( ) - Directs calls to a designated User ID when: +DSS function is active (dss-active = true) +DSS port is assigned in the “answering” mailbox +Night Transfer on the DSS console is ON. FeaturesBusy Station Identification The Busy Station Identification feature enables the Stratagy DK to determine if a station is “busy” without performing a “hook-flash” and transfer. Stratagy DK “reads” the data of a DSS console and knows instantly if the station is busy or in Do Not Disturb (DND). A station in DND mode signals a “busy” condition to a DSS console. DND and busy are processed the same way by the Stratagy DK (i.e., the Busy chain is executed). To use this feature you must configure the new console-slot-id and &-active parameters, program the new DSS Port field (see Step 12 “Program the Mailboxes” on Page 22), and install/program a PDKU as the DSS console (see “DSS/Busy Lamp Feature” on Page 7). Important!Once the DSSBusy Lamp feature has been programmed using the two parameters and the DSS Portjield, Stratagy DK must be re-started two times. The first re-start conjigures the DSSparametersQield. The second re-start “loads” the DSS parameters/$eld into active memory.Night Transfer Alternate Routing Using the new KT( ) token, a new feature called Night Transfer Alternate Routing is now available. The feature monitors the DSS Night Transfer key in order to activate the KT( )token for alternate routing applications. 4 - Stratagy DK installation Guide April 1997
Stratag)r DK-- Limiting theTrace File SizeTrace is a diagnostic tool that is designed to assist you in troubleshooting Stratagy’s activity. To log the trace data, you can use a text file called TRACE.OUT. The size of the trace file can be configured using the new trace-cap parameter, which defines the size of the trace file in kilobytes. When the size of the trace file reaches the setting limit, the existing file is overwritten, beginning with the oldest record. InstallationYou will be handling the Stratagy DK when it is most fragile - unpackaged and exposed. The Stratagy DK, if handled properly, will give long, reliable service. To insure that the unit is not damaged during installation or maintenance, follow these precautions. CAUTION! Damage may not always be immediately evident (e.g., no physical damage on the outside of the unit) and system failure may result weeks or months later. . Handle the Stratagy DK with care. Mechanical shock from dropping, shaking, excessive force when seating the board into the slot, rocking a connector on or otheractivities can severely damage the disk assembly or the disk’s printed circuit board. . Wear the anti-static wrist strap included in the package. It can also be re-used and leftwith the Strata DK cabinet. An electrostatic charge from your body can damage the hard drive or other circuitry permanently. * .Hold the Stratugy DK by the edges or the strap and never touch the board’s surface. Pressure on the printed circuit board or contaminants from your hands (e.g., skin oil,food particles, hand lotion) can cause component failure. Step I :Read Through this Installation Guide FirstBefore starting the installation, read through these instructions thoroughly. Important information is included in this Guide that is crucial to a successful installation. Step 2:Program the Strata DK NoteThe following instructions are based on the Stratagy DK being installed in a pre- existing Strata DK. If the Strata DK is a new installation, see First Programming in Chapter 1 - Overview of the Strata DK Programming Manual for more information. To the Strata DK processor, the Stratagy DK functions as an analog card (RSTU). Although there are some special program settings required for the Stratagy DK (e.g., DSS/BLF feature), the Strata DK should be programmed just as it would for any external voice mail system that is to be connected to it. Stratagy DK Installation Guide April 1997 5