Toshiba Stratagy Dk Installation Guide
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/n.sfal/ation---....-_--...- -~-Stratagy DKA message reading Connect ionestablished appears briefly on the screen and a version of the standard Main Menu displays (see Figure 7). Proceed to Step 11 “Configure Stratagy DK”. Step 11: Configure Stratagy DK To configure the Stratagy DK, you may need to use the following Tools menu selections: +Toshiba Plug and Play +Telephone System Configuration +Stratagy System Configuration. For a complete description of the standard menu selections and field descriptions, see the Stratagy I&M Manual. Figure 7Main Menu with Sample Data Note To dislay the detailed help for a field, highlight the field and press Fl. Use the arrow keys ( P&) to scroll through the information. To exit detailed help, press Est. 1.Press Alt+t for the Tools submenu. 2.Type the password. (The default password is Strata=, with the first letter uppercase.) NoteMenu screens detailed in this section are available only in Admin version VSA.2G or later. 16Str.ztagy DK Installation Guide April lQQ7
The following screen displays:Toshiba Plug and PlayThe Stratagy DK is pre-installed for the DK280. If you need to change this selection to a different Strata DK telephone system, change it now using this selection. Otherwise, go to “Telephone System Configuration” on Page 18. Selecting this function will: +change all the settings to the new Toshiba telephone system default values +delete any User ID mailbox customizations *install the Strata DK default mailboxes NoteExisting messages and mailbox greetings are not deleied when Plug and Play is selected. For example, if mailbox 200 has messages and greetings and Toshiba Plug and Play for DK280 is run, then mailbox 200 retains the messages and greetings from the previous database. 1.From the Tools menu, press 5. The following menu is displayed: NoteSelection 6 - DK16e with SMDI will be available in a future release of Strata DK. 2.Enter the number of the selection. Strsragy DK Installation Guide April 199717
Installation--_---._ -I___---__-Stratagy DK-The Stratagy utility automatically defines the telephone system dial codes and tone patterns, system integration patterns and default mailboxes for the specific telephone system. NoteIf you only want to change the PBX type, do not use this function. Instead, set the @x-type parameter in the Stratagy System Configuration screen (see “pbx-type” on Page 22 for details). 3.When the Toshiba telephone system is complete, press any key to reboot. ‘4The DOS prompt is displayed. To continue, re-enter Stratagy Admin and access the Tools submenu. NoteThe new telephone system designation will display in the Main Menu. Telephone System Configuration This function is to be used to modify the following codes/integration patterns: +Telephone system dial codes - Stratagy controls certain actions on your telephone system by using defined telephone system dial codes. To define the dial codes you must modify the telephone system dial code parameters. +System integration patterns - Allows modification to the Strata DK integration patterns. NoteThe telephone system configuration is set using the pbx-type parameter (see “pbx-type” on Page 22 for details). If your system is to be configured for system dial codes or system integration patterns, you will need to edit them now. As an example: 1.Press 1 to Edit System Dial Codes. 2.From the Telephone System Dial Codes screen, delete the suffix I- from the lineWhat to &.a1 APPER c!&ding the User ID extension. 3.Press 2 to save your changes without restarting Stratagy.Otherwise, go to “Stratagy System Configuration” on Page 19. 1.From the Tools menu, press 4. The following menu is displayed: 2.Press 1; the Telephone System Dial Codes screen is displayed (see Figure 4-5 in the Stratagy I&M Manual). . ..or press 2; the System Integration Patterns screen is displayed (see Figure 4-8 in the Stratagy Z&M Manual). 18Stratagy DK Installation Guide April 1997
Stratagy DKinstallation 3.After making the change, press ESC and the following screen displays: Press 1; the changes are transmitted to Stratagy and Stratagy is shut down and restarted. By shutting down and restarting Stratagy, the changes take effect. . ..or press 2; the changes are transmitted to Stratagy but Stratagy is not shut down or restarted. Until you restart Stratagy, the changes do not take effect. . ..or press 3; the changes you have made are cancelled and not saved. CAUTION!Care should be taken when making changes and then restarting Stratagy. In some cases, if invalid information has been entered, Stratagy niay not reboot correctly. Stratagy System ConfigurationUse this function to change Stratagy’s system options and parameters, and define time-out values. 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. 1.From the Tools menu, press 6. The system configuration file with all parameters in alphabetical order is displayed. (See Chapter 4 - Configuring Stratagy in the Stratagy Z&M Manual for a complete list of parameters and their descriptions and Table 5 on Page 20 for a description of new parameters added for the Stratagy DK.) NoteFax settings are not available to the Stratagy DK. 2.Make changes to the parameters (See “System Configuration” on Page 4- 11 of the Stratugy Z&M Manual for instructions on changing the parameters.) Important!Take time to review the new parameters in Table 5 on Page 20. They are important to the properfunctioning of the Stratagy DK and its new features.Stratagy DK Installation Guide’. April 109719
Stratagy DK3.Press ESC. The following menu is displayed: Press 1; the changes are transmitted to Stratagy and Stratagy is shut down and restarted. By shutting down and restarting Stratagy, the changes take effect. . ..or press 2; the changes are transmitted to Stratagy but Stratagy is not shut down or restarted. Until you restart Stratagy, the changes do not take effect. . ..or press 3; the changes you have made are cancelled and not saved. 4.Press 3 to save the changes. Stratagy shuts down and restarts. 5.Press any key to reboot. The DOS prompt is displayed. To continue with Step 11, you must re-enter Stratagy Admin. Table 5Stratagy DK System Configuration Parameters - Definitions and Settings Para~dt;eradmingort In order for Stratagy to communicate with the portable/desktop computer connected to one of its serial ports, Stratagy needs to know which port is to be used. This parameter defines the logical port that Stratagy software uses Assignment of the logical port to the physical port of the computer is made using the set serial-port parameter. Example: Set this parameter to I for logical serial port 1CAUTION! The connection may fail if the baud parameter for this port is set higher than 960CJ or the serialport definitions for this porf do not correspond to the definitions for the COM port being used on the portable/desktop computer. Possible values:1 (COMl), 2 (COM2) Default: 2 20Stratagy DK Installation Guide April 1997
Stratagy DKInsfallafion Table 5Stratagy DK System Configuration Parameters -Definitions and Settings(Confinued)Parameter :Descriptionconsole-slot-idIdentifies to Stratagy the physical slot in the Strata DK which contains the PDKU programmed for DSS console in Program 03 (type 64).The Stratagy DK monitors this slot for the busy lamp field (see &s-active parameter), KSU system time, and Night Transfer For Strata DK16e, DK16, DK24, DK56, and DK96: the console-slot-id is always set to 0(zero). Slot ID 0 corresponds to card slot Sli for DK16 and DKIGe, or slot 01 for DK24, DK56, and DK96 CAUTION!For Strata DK16: If this parameter is set to 1, Stratagy DK is disabled All ports return Ying no answer” when dialed. For Strata DK424 and DK280: set this parameter per the following table. DK280IDK424Slot AssignmentConsole-slot-id 11,31,510 12, 32, 521 13, 33, 532 14, 34, 543 15, 35, 554 16, 36, 565 itYIpOtWIt! For this feature to work, the PDKU must reside in an odd numbered cabinet (see Figure 3 on Page 8 for examples) In all applicafions, the Sfrafagy DK must reside in a higher-numbered slot in the same cabinet or next even numbered cabinet as the PDKU card (defined as console-slot-id). Possible values: 0 - 5 Default: 0 (zero) daylight-saving-timeResets Stratagy’s system time to daylight savings time. TRUE:Stratagy sets the system automatically to daylight savings time at 2:00 a.m. the first Sunday in April and the last Sunday in October. FALSE:Stratagy does not reset system time and continues with standard time (Stratagy clock). important! Setting the ksu-time parameter to true, disables this setting. Notes 1.This function is available on/y on Stratagy Admin software. 2.The current setting is displayed at the top right corner of the Main Menu. Possible values: true, false Default: true dss-activeEnables the Stratagy DK to monitor the Busy Lamp Field (BLF) indicators on the Strata DK’s DSS console port to determine if an extension is busy before attempting to transfer. This parameter corresponds with the DSS Port field assignment in the Users Option Menu of a User ID. Important! If this parameter is set to false, the DSS Port field on the Users Option Menu is disabled.Possible values: true, false Default: false Stratagy DK Installation Guide‘. April 109721
InstallationStratagy DK-Table 5 Stratagy DK System Configuration Parameters - Definitions and Settings(Continued)ParameterDescription ksu-timeSynchronizes Stratagy IX’s system clock with the system clock of the supporting Strata DK telephone system. information obtained by Stratagy DK from the Strata DK system does not contain “second” time; therefore, there may be a 1 -60 second difference between the Strata DK system and the KSU time displayed on the main menu of the Stratagy Admin program. Important! Because the Strata DK uses a 24 hour system clock, but does not notate a.m./p.m. on the LCD display: it is necessary to program the correct date and time in the Stratagy DK Main Menu, Dateflimefunction, during the initial installation or when the system has been shut down for any extended time. NoteSetting this parameter to true, disables the daylight-saving-time parameter Possible values: true, false Default: true pbx-typeDefines the model of Strata DK that is used as the host system. Possible values: DK8, DKI 6, DK16e, DK24, DK56, DK96, DK280 (DMTF in-band), DK280S (SMDI)Default: DK280 trace-capDefines the size of the TRACE.OUT file in kilobytes. When the size of the file reaches its defined maximum, new data begins to overwrite the oldest data in the file, generating a continuous loop of information. Possible values: Values vary depending on the amount of Trace information required and the space available on Stratagy’s hard drive. If this value is set high, it could take an excessive amount of time to copy the file to the portable/desktop computer. A standard setting is 1440 for copying the file to the portable/desktop computer’s floppy-disk drive. Default:1000 (kilobytes = 1 megabyte) Step 12: Program the Mailboxes B+Program the User mailboxes for the customer’s application. You’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 theStratagy DK. 22 Stratagy DK installation Guide April 1997
Stratagy DKInstallafion-- ’ Message Volume field is not supported by Stratagy DK‘Alternate Rate field is replaced by DSS Port field on Stratagy DK Figure 8Options Screen with Sample Data DSS PortThe 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. Due to the Strata DK architecture, only 58 stations can be monitored. User IDS without a DSS Port setting will transfer calls in the normal fashion. Important!If the dss-active parameter in the install.cfg$le is set to false, thisjeld is disabled.Example: DK station port 000 equals a value of 0, port 032 equals a value of 32. This value is NOT referenced by the [PDN] number assigned in Program 04, but by the telephone port itself. Possible values: 0 - 57, -1 disables feature Default: - 1Important!Once the DSS/Busy Lamp feature has been programmed using the two parameters and the DSS Poti$eld, Stratagy DK must be re-started two times. The first re-start configures the DSS parameters/field. The second re-start “loads” the DSS parameters@ield into active memory.All other Users Menu, Auto (Scheduling), and Notify screens remain unchanged. See Chapter 6 - Users Menu, Chapter 7 - Auto (Scheduling) Menu and Chapter 8 - Notify Menu in the Stratagy Z&M Manual for complete details on using the screens. Step 13: Application Programming Z+ Program the applications. NoteSee Chapter 10 - Token Programming in the Stratagy Z&M Manual for complete details on all the Stratagy tokens. Stratagy DK lnst&t@ Guide April ‘199723
lnstalla tionStratagy DKSome new tokens are available exclusively for the Stratagy DK. They are: tKM - 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. Example: @KM *KT( ) - Directs calls to a designated User ID when DSS function is active (&s-active = true), the DSS port is assigned in the “answering” mailbox, and the Night Transfer on the DSS console is ON. Syntax: KT(XXX)G(WY)where: Box number used when Night Transfer is ON. Box number used when Night Transfer is OFF. Night Transfer Alternate Routing Using the KT( ) token a new feature called Night Transfer Alternate Routing is now available. The feature monitors the DSS/BLF console’s Night Transfer key in order to activate the KT( ) token for alternate routing applications. The following is an example on how to program this feature. In this example, we will use: +User ID: 900 tUser ID when Night Transfer is ON: 901 tUser ID when Night Transfer is OFF: 990 Program Procedure: 1.Define the Users record to contain: DSS Portport number NoteSet this field to the first port of thePDKlJ card designated for DSSBL F console and defined by theconsole-slot-id parameter. If PDKU is in card slot 11, then DSS Port assignment is 0. Strata DK assigns the first port of the slot 64 card as a DSS “hosYport. 2.In the Stratagy System Configuration file: +Select the set box-@ parameter for the specific port and type in 9 0 0. +Activate the &s-active parameter and set it to true. 3.Access the User ID 901 mailbox via telephone and record greeting 1. When the Night Transfer key is enabled, calls for the specific port will be routed to User ID 901. When the Night Transfer key is disabled, calls route to the User ID 990. 24Stratagy DK hstallatlon Guide April 1997
Stratagy DKlnstalla tionStep 14: Stratagy DK Maintenance To maintain the Stratagy DK, you will need: +Tools (Main Menu selection) + Trace diagnostics We recommend that before you finish the installation process, you back up your new database, mailbox names and greetings.Tools The following Tools menu selections will be needed for maintenance of the Stratagy DK (see Figure 2): + Backup Utility + Restore Utility +Upgrade Stratagy software +Retrieve Trace File + Filecopy Backup UtilityThe Stratagy Backup Utility is used to back up information from the Stratagy DK hard drive to the hard drive of the portable/desktop computer. CAUTION!Because of possible errors that can be induced through the telephone network, Toshiba advises that the Backup Utility be performed onsite.Backup functions are available for either a customer’s database or mailbox names and greetings, or both.They consist of: + Database All mailbox settings and information, Stratagy system configuration settings, notification templates, auto schedules, and all information concerning the selected telephone system’s integration information. +Mailbox names and greetings All names and greetings that have been recorded for all programmed mailboxes (personal and company). Backing up your Stratagy system regularly enables you to restore your system with minimal data loss if the system fails (hard drive failure, etc.). NoteMessages cannot be backed up. 1.From the Tools menu, press Enter. The following menu is displayed: Stratagy DK install+ion’h&e April 199725