Vodavi Call Sort Pro Users Guide

CallSort Pro v3.0 User’s Guide May 1999
1 Installation
This document supports Vodavi’s CallSort Pro v3.0. In the following chapters this phone 
system will be referred to as CallSort Pro.
This chapter provides instructions to assist you with performing the following tasks:
†Prepare the CallSort Pro operating environment.
†Install and configure CallSort Pro, both on the machine that will collect phone system 
data and on individual client machines.
†Connect the collection PC to the phone system with a...

1-2Installation Requirements
InstallationMay 1999
Installation Requirements
Both Data Collection and Client Workstation PCs must meet specific minimum requirements 
for CallSort Pro to operate efficiently. Refer to the next two sections to make sure your PC 
equipment is compatible.
Data Collection PC
The PC to be used to collect data from the phone system must meet the following minimum 
requirements:
†An IBM PC or compatible with a 486 processor or higher
†8 MB RAM
†A hard drive with at least 100 MB...

Cable Connections1-3
May 1999Installation
PCs can have two types of RS-232 ports: 25-pin or 9-pin. They both provide the same functions 
but use different pins to do so. The following table lists the pins used for both the 9-pin and the 
25-pin connectors and describes how they are used.
CallSort Pro only requires that data be sent on the Receive Data pin and the Signal Ground pin. 
All other input pins are ignored.
The phone system may be configured as a PC or a modem. Regardless, data sent from the...

1-4Cable Connections
InstallationMay 1999
RS-232 Communication Standard
RS-232-C is a communication standard established by the Electronic Industries Association. It 
defines three things with respect to establishing a communications link between two devices:
†Compatible signal and voltage levels.
†The design of the connector.
†Control information (such as handshaking protocols).
Connector -- The connector is designed with either 9 or 25 pins, each pin having its own 
function. (Refer to 
Table 1-1 in...

Installing CallSort Pro1-5
May 1999Installation
Installing CallSort Pro
To install CallSort Pro on the PC designated to collect call data, perform the following steps.
1. Make backup copies of your CallSort Pro master diskettes. Use the copies to install 
CallSort Pro. If something happens to the copies, you can make another backup from the 
master diskettes. Store your master diskettes in a safe place.
2. Start Microsoft Windows.
3. Place CallSort Pro Disk 1 in the diskette drive.
4. Select , .
5. In...

1-6 Communications/Collection Setup
InstallationMay 1999
Collection module configuration is covered completely in Chapter 2, 
Configuring Collection. 
The remainder of this chapter shows you how to complete the communications setup for data 
collection and to collect sample call records.
To begin, double-click the Call Collection icon in the CallSort Pro program group. The 
following screen is displayed. From here you execute collection and pricing operations.
Changing Communication Settings
Next, you...

Communications/Collection Setup 1-7
May 1999Installation
2. Change the Communication Properties to match your phone system settings using the 
following descriptions:
ˆCommunications Port -- Serial port that you want the PC to use for collecting 
SMDR records (typically COM1 or COM2).
ˆBaud Rate -- Transmission rate for which your phone system is configured.
ˆParity, Data Bits, and Stop Bits -- These settings must match the phone system 
configuration for transmission of SMDR records.
ˆHandshake -- These...

1-8 Communications/Collection Setup
InstallationMay 1999
3. Select Configure/Options from the Configure menu.
4. Click on the Input tab. Select Input from File, then click on .
5. Select the drive and directory that contains the raw data. Select the data file, then click 
on .
6. Click on .
At this time you should see priced data records (properly formatted and in the correct columns) 
appear on the bottom part of the screen. You can generate all standard reports based on the 
priced data. Once you have...

CallSort Pro v3.0 User’s Guide May 1999
2 Configuring Collection
The Collection module in CallSort Pro interfaces with your phone system and collects, 
processes, and places SMDR data in the database for reporting. This chapter defines the 
Collection module and its two main features: SMDR layout definition and Pricing.
†SMDR Layout or PBX Define Features -- Allows you to customize the CallSort Pro 
Collection module to recognize the different record types from you phone system, to 
allow you to define...

2-2 Setting Up Call Record Types/Layout
Configuring CollectionMay 1999
Click on the PBX Select tab and choose your phone system from the PBX drop-down list. (If 
your phone system is not listed, contact technical support for assistance.) 
Figure 2-1: PBX Select Tab (PBX Properties Screen)
Use the following guidelines to adjust the PBX Select parameters:
†Name -- Enter a name for this configuration that helps you identify it in the future (when 
you return to the original PBX Define screen).
†Date and...