Vodavi Infostar Vx2 System Administrators Manual
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Table of Contents Section , Section 9 - Outdial Page 9.1 INTRODUCTION ...................................................................... 9.1 9.2 MAILBOX USER ....................................................................... 9.1 9.3 SYSTEM ADMINISTRATION ........................................................... 9.2 9.3.1 RECORDING THE COMPANY NAME FOR OUTDIAL GREETING ................. 9.2 9.3.2 PLAYING THE COMPANY NAME ................................................. 9.2 9.3.3 ERASING THE COMPANY NAME ................................................ 9.2 9.4 SYSTEM PROGRAMMING FOR OUTDIAL ............................................. 9.2 9.4.1 PBX FUNCTIONS SCREEN - OUTDIAL ........................................... 9.3 9.4.2 MAILBOX SET-UP SCREEN ...................................................... 9.4 9.4.3 MAILBOX BIN NUMBER SCREEN ................................................ 9.4 9.4.4 OUTDIAL SCHEDULE ........................................................... 9.7 9.4.5 OUTDIAL PARAMETERS SCREEN ............................................... 9.11 9.5 SUBSCRIBER PROGRAMMING ........................................................ 9.13 9.5.1 OUTDIAL BINS .................................................................. 9.13 9.5.2 OUTDIAL ADMINISTRATION .................................................... 9.14 9.5.3 TURN OUTDIAL ON/OFF ........................................................ 9.17 9.5.4 ANSWERING AN OUTDIAL CALL ................................................ 9.17 9.5.5 THINGS TO KNOW ABOUT THE OUTDIAL SCHEDULE .......................... 9.18 Section 10 - System Administration Reports 10.1 INTRODUCTION ..................................................................... 10.1 10.1.1 SYSTEM ADMINISTRATION REPORTS .......................................... 10.1 10.1.2 CALL STATUS REPORTS ........................................................ 10.2 10.2 GENERATING A REPORT ............................................................ 10.2 10.2.1 SELECTING A REPORT ......................................................... 10.3 10.3 DISPLAYING A REPORT ON THE SCREEN ........................................... 10.5 10.4 PRINTING THE REPORTS ............................................................ 10.5 10.4.1 CALL STATUS REPORTS ........................................................ 10.5 10.4.2 SYSTEM ADMINISTRATION REPORTS .......................................... 10.6 10.4.3 A WORKING EXAMPLE ......................................................... 10.7 10.5 COPYING A FILE TO A DISK ......................................................... 10.8 10.6 MAILBOX DIRECTORY REPORT (L REPORT) ......................................... 10.9 10.6.1 ACCESSING THE MAILBOX DIRECTORY REPORT .............................. 10.9 10.6.2 SCREEN DEFINITIONS .......................................................... 10.9 10.6.3 PRINTING THE MAILBOX DIRECTORY REPORT ................................ 10.10 10.6.4 COPYING THE MAILBOX DIRECTORY REPORT TO A DISK ..................... 10.10 10.7 MAILBOX SUMMARY REPORT (M REPORT) .......................................... 10.11 10.7.1 ACCESSING THE MAILBOX SUMMARY REPORT. ............................... 10.11 10.7.2 REPORT DEFINITIONS .......................................................... 10.11 40.7.3 PRINTING THE MAILBOX SUMMARY REPORT ................................. 10.12 10.7.4 COPYING THE MAILBOX SUMMARY REPORT TO A DISK ....................... 10.12 vi INFOSTARIVX2 System Administrator’s Manual revised 2192 - sqftware version 3
Table of Contents Section Page .. 10.8 UNINITIALIZED MAILBOX REPORT (N REPORT) ..................................... 10.13 10.8.1 ACCESSING THE UNINITIALIZED MAILBOX REPORT .......................... 10.13 10.8.2 REPORT DEFINITIONS .......................................................... 10.13 10.8.3 PRINTING THE UNINITIALIZED MAILBOX REPORT ............................ 10.14 10.8.4 COPYING THE UNINITIALIZED MAILBOX REPORT TO A DISK ................. 10.14 10.9 SYSTEM GROUP LIST REPORT (0 REPORT) .......................................... 10.15 10.9.1 ACCESSING THE SYSTEM GROUP LIST REPORT ............................... 10.15 10.9.2 REPORTDEFINITIONS .......................................................... 10.15 10.9.3 PRINTING THE SYSTEM GROUP LIST REPORT ................................. 10.16 10.9.4 COPYING THE SYSTEM GROUP LIST REPORT TO A DISK ...................... 10.16 10.10 PERSONAL GROUP LIST REPORT (P Report) ......................................... 10.17 10.10.1 ACCESSING THE PERSONAL GROUP LIST REPORT ........................... 10.17 10.10.2 REPORTDEFINITIONS ......................................................... 10.17 10.10.3 PRINTING THE PERSONAL GROUP LIST REPORT ............................. 10.18 10.10.4 COPYING THE PERSONAL GROUP LIST REPORT TO A DISK .................. 10.18 10.11 PORT STATISTICS BY PORT REPORT (Q REPORT) ................................... 10.19 10.11.1 ACCESSING THE PORT STATISTICS BY PORT REPORT ......................... 10.19 10.11.2 REPORT DEFINITIONS ......................................................... 10.19 10.11.3 PRINTING THE PORT STATISTICS BY PORT REPORT ........................... 10.20 10.11.4 COPYING THE PORT STATISTICS BY PORT REPORT TO A DISK ................ 10.20 10.12 SYSTEM PORT STATISTICS REPORT (R REPORT) .................................... 10.21 10.12.1 ACCESSING THE SYSTEM PORT STATISTICS REPORT ......................... 10.21 10.12.2 REPORTDEFINITIONS ......................................................... 10.21 10.12.3 PRINTING THE SYSTEM PORT STATISTICS REPORT ........................... 10.22 10.12.4 COPYING THE SYSTEM PORT STATISTICS REPORT TO A DISK ................ 10.22 10.13 HOURLY PORT STATISTICS REPORT (S REPORT) .................................... 10.23 10.13.1 ACCESSING THE HOURLY PORT STATISTICS REPORT ......................... 10.23 10.13.2 REPORT DEFINITIONS ......................................................... 10.23 10.13.3 PRINTING THE HOURLY PORT STATISTICS REPORT ........................... 10.24 10.13.4 COPYING THE HOURLY PORT STATISTICS REPORT TO A DISK ................ 10.24 10.14 OUTDIALING DETAIL REPORT (T REPORT) ......................................... 10.25 10.14.1 ACCESSING THE OUTDIAL DETAIL REPORT .................................. 10.25 10.14.2 REPORT DEFINITIONS ......................................................... 10.25 10.14.3 PRINTING THE OUTDIALING DETAIL REPORT ................................ 10.26 10.14.4 COPYING THE OUTDIALING DETAIL REPORT TO A DISK ..................... 10.26 10.15 CALL STATUS REPORTS ............................................................ 10.27 10.16 MONTHLY CALL COUNT (OA REPORT) ............................................. 10.27 10.16.1 ACCESSING THE MONTHLY CALL COUNT REPORT ........................... 10.27 10.16.2 PRINTING THE MONTHLY CALL COUNT REPORT ............................. 10.28 10.17 MONTHLY CALL DURATION (OB REPORT) ......................................... 10.28 10.17.1 ACCESSING THE MONTHLY CALL DURATION REPORT ....................... 10.28 10.17.2 PRINTING THE MONTHLY CALL DURATION (OB) REPORT .................... 10.29 10.18 DAILY CALL COUNT (OC REPORT) ................................................. 10.29 _ 10.18.1 ACCESSING THE DAILY CALL COUNT REPORT ............................... 10.29 10.18.2 PRINTING THE DAILY CALL COUNT (OC) REPORT ............................ 10.30 INFOSTARIVX2 System Administrator’s Manual revised 2192 - software version 3 vii
Section 1 - Introduction 1 .I INTRODUCTION The INFOSTAR”/VX2 is a compact high performance voice processing system which connects to a business telephone system. This voice processing system offers businesses the ability to exchange infor- mation through the telephone without requiring simultaneous participation by the caller and the receiv- er. Callers can give instructions to the system about which extension they want to reach. The system converts human speech to digital signals and stores them on a disk, and converts the digi- tal signals on the disk to human speech. The system interfaces and integrates with a variety of PBX and Central Office equipment. Interfaced systems require the caller to enter an extension (or mailbox) number in order to hear a personal greeting, and provide no message waiting indicator. Integration provides a personal greeting automati- cally, and a message waiting indicator. Both interfaced and integrated systems provide the ability to return to the operator. 1.1 ml BASIC DESCRIPTION INFOSTAWVXZ stores and processes large volumes of digitized voice for retrieval. System architec- ture uses an INFOSTAR/AP/6 (or /AP/12), and proprietary software and storage techniques. The system’s first function is telephone answering. When a person is not available or prepared to re- ceive calls, the user (subscriber) may forward calls to the system. The system answers calls, takes mes- sages, and stores the messages for retrieval at any time, from any place. The second function is voice mail. Subscribers can send voice messages to other subscribers. Since almost half of all phone transactions need only one-way communications, the voice mail function streamlines business communications. The system includes the ability to: l Send messages in telephone answering and voice mail mode _ 0 Send copies of messages with or without introductory comments l Send messages to multiple destinations and group distribution lists e Obtain a summary count of messages waiting for review l Erase, reply, save, replay, or skip a message l Receive envelope information indicating the date, time, and sender o Change recorded name, personal greeting, and access code In addition, the system provides: l Playback controls when sending or reviewing messages l Delivery options when sending or replying to messages l Dial-by-name addressing for messages l Secretary mailbox and Guest mailboxes l Temporary greeting In order to simplify storing messages, two queues are used. The new message queue stores all mes- sages which have not been listened to by the subscriber. The saved message queue is used to store messages for future action. INFOSTARIVX2 System Administrator’s Manual 1.1
Introduction 1.1.2 MAILBOXES As messages are recorded, they need to be stored in such a way that they can be retrieved efficiently. The system stores messages in mailboxes. Each user, or subscriber, is assigned a mailbox number for their private use. Each mailbox is protected by a user-programmed access code. Thus, the user is the only one who can retrieve messages left in their mailbox. When a subscriber uses their mailbox for the first time, a tutorial walks them through the process of setting up their mailbox. The user is prompted to record their name and to change the temporary access code assigned by the system. In addition to their own mailbox, subscribers can have Guest mailboxes (depending upon mailbox pa- rameters). These mailboxes provide for limited voice mail capabilities between the subscriber and their guests. However, the first guest mailbox, called the Secretary mailbox, can only listen to the envelope information of the messages in the subscriber’s mailbox. The secretary mailbox cannot listen to the subscriber’s messages. Messages cannot be sent to or sent by the secretary mailbox. 1.1.3 BULLETIN BOARD MAILBOXES There are special types of mailboxes in the system which are used to play an announcement to the caller. The caller is then either disconnected, give an opportunity to leave a message, or transferred depending upon the mailbox type. When a caller reaches one of these special mailboxes, the pre-re- corded greetings are played. These mailboxes can have up to seven greetings recorded. The greetings are played in order. If a greeting is not recorded, it is skipped over and the next one is played. This allows some flexibility in editing the message you wish to deliver without having to record the entire message over again. For example, greetings 1, 2, and 3 can be recorded, and together form a com- plete message. At a later date the information in greeting 2 may need to be changed. Greeting 2 can be re-recorded without having to re-record greetings 1 and 3. 1 .1.4 MULTIPLE USERS More than one person can use the system features. Each port allows one user access to the system. A port is a path to the system. For example, up to four users could be recording or listening to messages at the same time with a four port system. Since not all users would be accessing the system at the same time, many users can be supported. 1.1.5 AUTOMATED ATTENDANT The Automated Attendant allows calls to be routed to the appropriate telephone system extension without operator assistance. Automated Attendant can help eliminate the bottleneck of calls at the attendant console during peak traffic hours, and allows callers to reach the destination they need very quickly. If a caller is unfamiliar with extension numbers, the Automated Attendant can be pro- grammed to prompt callers to spell the person’s name and then connect the call. Auto Attendant can be used to: 8 Answer all calls to a company’s/departments main number. e Answer overflow calls from the operator. l Answer calls from employees and frequent callers on an alternate number. o Answer calls to the main number when the switchboard is unattended. 1.1.6 CUSTOM CALL ROUTING Custom Call Routing (CCR) is an optional feature which permits the system to route calls based on caller input, rather than having an operator route the call. When a call is answered by a system pro- grammed with CCR, the caller is presented with a menu which gives a choice of destinations. The caller-uses the dial pad of a DTMF telephone to select one of the destinations. The wording of the 1.2 INFOSTARIVX2 System Administrator’s Manual revised 7191
Introduction menu, and which dial pad digits are used to route calls are completely under the system administra- tor’s control. Based on caller input, a call can be routed to a telephone system extension (or hunt group, ucd group, etc.), a system mailbox, or another CCR menu. A call routed to an extension is an unscreened, and unsupervised transfer. 1.1.7 OUTDIAL The outdial feature is used to call subscribers and notify them that a new message has been received in their mailbox. Subscribers can control how they want this feature to work. A subscriber specifies: 0 The telephone number where they can be reached. This number may be a telephone system (or Centrex) extension, a local or long distance telephone number, or the telephone number and dialing sequence of a pager (beeper). l An alternate telephone number. * The type of message that causes an outdial call. A subscriber can specify either all new messages, or only priority new messages. In addition, a subscriber can limit outdialing to messages from a member of a group list, or from a particular mailbox. l How long after the message has been received the system waits before placing the outdial call. o A schedule of when the system can call the subscriber. o The number of times the system is to attempt to reach the subscriber. 1.2 THE INFOSTARNX2 IS EASY TO USE The system’s options are very logically presented to users. User commands are just one digit long. They do not have to be memorized since the system constantly prompts users. Experienced subscrib- ers can interrupt prompts, and can even skip ahead several steps if they know what they want to do. Ease-of-use is not a purely subjective matter. It can be demonstrated by asking new subscribers to perform a certain set of tasks-both basic and advanced. 1.3 SYSTEM ADMINISTRATION The System Administrator’s needs were not forgotten in designing the system. The human interface was carefully thought out to make it easy to add or delete subscribers, or to change subscriber param- eters. You do not have to be knowledgeable about computer systems to manage the system. There are a number of tools available which aid in careful management of the two valuable resources: ports and disk space. The mailbox’s classes of service (COS) allow you manage disk space on a group basis. You do not need to specify maximum message lengths, message capacity, or message retention times on an indi- vidual mailbox basis. 1.4 RESPONSIBILITIES OF THE SYSTEM ADMINISTRATOR 1.4.1 OVERALL The System Administrator’s responsibilities include working with the organization that installs and maintains the system, making routine changes to the subscriber data base, (e.g., adding new users) and optimizing and controlling the use of the system with class of service variables. 1.4.2 IMPLEMENTATION The system administrator must cooperate with the distributor to determine the location of the system and the required changes in the telephone system hardware or software. The list of subscribers, the modification of existing forwarding patterns, and the most appropriate end user (subscriber) training must also be planned. INFOSTARIVXZ System Administrator’s Manual revised 7191 1.3
Introduction 1.4.3 SUBSCRIBER TRAINING Each system administrator must determine, in conjunction with the installing organization, the most appropriate training strategy for the organization. Training options range from formal training sessions to just sending out a memo along with copies of the user documentation. Other alternatives include training via INFOSTAIUVXZ messages or personal one-on-one sessions. 1.4.4 ON-GOING SYSTEM MANAGEMENT System administrators are generally responsible for routine tasks such as adding or deleting users, maintaining system-wide group lists, giving assistance to individual subscribers, recording broadcast an- nouncements, stocking Quick Reference Guides and User’s Guides, and coordinating maintenance with the service organization. 1.5 HARDWARE COMPONENTS The hardware components of the system consists of an INFOSTAR/AP/6 (or /AP/12) which contains the enclosure with power supply, circuit boards, the disk drives, keyboard and monitor. 1.5.1 ENCLOSURE Each enclosure consists of an aluminum chassis, a 135 Watt switching power supply, reset switch, key- board connector, cooling fans, and a 6-slot, 4-layer, low-noise passive backplane. The component circuit cards plug into the backplane. 1.52 CPU This is the main computing device, or “brains,” of the system. All the various functions are controlled through the CPU. The CPU contains an 80286 microprocessor, and 2 MB of dynamic RAM. The keyboard and reset switch are connected to the CPU. A parallel printer can be connected to the par- allel port on the board. 1.5.3 SCSI HOST (DISK DRIVE) CONTROLLER BOARD The disk drive controller board provides the driver circuitry for both the floppy and SCSI hard disk drives. The disk drive controller is the interface between the CPU and the disk drives. 1.5.4 VIDEO CONTROLLER BOARD This board provides the video driver circuitry for the monitor. 1.5.5 TELEPHONE INTERFACE BOARD This board is the interface between the voice processing system and the telephone system. The con- version between voice and digital information takes place on this board. Each board provides jacks for the connection of four lines from the telephone system. Each jack connects two lines (RI-14 type). 1.5.6 FLOPPY DISK DRIVE The 3.5 inch 1.44 MB floppy disk drive is used initially to load the operating system, software pro- grams,- and voice prompts onto the hard disk. After the system is setup, the floppy drive is then used to make backups of the system software and configuration data, and to perform software upgrades. 1.4 ZNFOSTARIVX2 System Administrator’s Manual revised 7191
Introduction 1.5.7 HARD DISK DRIVE This is the storage device for the system. It provides storage for: , 8 operating system 0 system software 0 voice prompts 0 user voice messages The storage capacity of the hard disk is either 40, 80, or 200 MB, depending upon storage time de- sired. 1.58 HARDWARE ACTIVATOR The system also requires a hardware activator be installed. This hardware activator is commonly called a “dongle,” or a “key” and is installed on the parallel printer port. This activator does not interfere with the operation of the printer. da Eda Figure l-l Hardware Activator ‘i .6 SYSTEM SOFTWARE System software is located on the system hard disk. The disk based software includes the operating system, the voice mail code, system prompts, and greetings. The operating system software controls the system hardware resources. The voice mail software con- trols the user interface and determines the options available to the subscribers. 1.7 AVAILABLE CONFIGURATIONS The INFOSTAWVX2 is available with 2, 4, or 8 ports, and can be equipped with a hard disk to pro- vide 3, 6, or 15 hours of storage. A 40 MB disk can store approximately 3 hours of voice messages. An 80 MB disk can store approximately 6 hours of voice messages. A 200 MB disk can store approx- imately 15 hours of voice messages. Each model can be easily upgraded from one size to the next. INFOSTARIKYZ 1.5
Section 2 - Initial Setup 2.1 INTRODUiTlON Before the system actually begins processing calls, certain information must be entered to complete the installation. Information about the company, the telephone system, and mailboxes must be entered. This section gives you the information you need to customize the VX2 to a particular installation, and to begin working with the monitor and keyboard. It describes the format of the displays and the use of the special-purpose keys on the keyboard. Navigating the menus can be accomplished by either pressing a designated key, or moving the cursor to the desired selection and pressing the ENTER or RETURN key. The instructions given in this manual will tell you to press a designated key. 2.2 SYSTEM MENUS AND SCREENS The system’s software provides menus for each function. A screen is simply a list of the required en- tries associated with each task. The screens are used to set system operating parameters, and maintain the mailbox data base. A sample menu is shown in Figure 2-1. Mon Mar 04 1991 ---- MAIN MENU ---- 1>lSYSI(F2>l((FS>l((F4>lI(ESC> 1 COMPANIES 2 BOXES 3 LINK BOXES 4 CCR BOXES 5 EXTD. ACCESS CODE 6 CLASS OF SERVICE 1 BOX TYPE 8 SYSTEM MISC. 9 GROUPS & CALL COUNT OI EXIT (C)Copyright Executone Corp. All rights reserved. Figure 2-l Main Menu 2.2.1 ENTERING DATA INTO A SCREEN You must position the cursor at a data entry field in order to input data. Most entries are made in the form of a yes/no decision, a selection among options, or a name or number. If nothing is entered in a field when a screen is saved, the system uses the default value for the particular field. NOTE: Programming instructions in this manual refer to the RETURN key. This key may be labeled RETURN, ENTER, or just M depending upon the keyboard. INFOSTARIKX2 System Administrator’s Manual revised 7191 2.1
Initial Setup 2.2.2 CONFIRMATION REQUIRED For some functions you may be asked to confirm the action you requested before it is actually ex- ecuted by the system: This confirmation process is a safeguard for actions that would cause some in- convenience if performed accidentally. When a confirmation is required, a prompt appears on the screen requesting you enter “Y” or “RETURN”to confirm the operation. Pressing “N” cancels the request. 2.2.3 DEFAULT VALUES Most screens contain pre-defined (system generated) data in one or more of their data entry areas. For example, when you review the parameters for a particular class of service, you will note that all entries on the screen have been filled in. These default values are entered so the system can begin to operate without entering data in all fields. You should change these values as needed. 2.3 AUTO INTEGRATION When the system is powered up for the first time, or after the system has been upgraded from a soft- ware release without the auto integration, a PBX Selection menu appears (see Figure 2-2). This menu is used to automatically configure the system for integration with a particular PBX. NOTE: This menu is designed to configure the system to certain PBXs. If the PBX your system is connected to is not on the menu, or if you are interfacing (and not integrating) the system to the PBX, select EXC. Then configure the system using the Integration Note appropriate for the PBX. Select Your PBX Figure 2-2 PBX Selection Menu The PBX Selection menu contains integrations for 4 telephone systems. The codes EXC, IDS, 228, and l-08 all correspond to the EXECUTONE@ Integrated Digital System. These 4 codes appear to maintain backward compatibility with previous software releases. 2.2 INFOSTARIVX2 System Administrator’s Manual rovi~oa 7191
Initial Setup NOTE: Select IDS for new system installations when integrating to any configuration of the EXECUTONE IDS. The code S96 is used to integrate the ISOETEC@ SysterrJ96. The code S66 is used to integrate the ISOETEC@ System/66. The code ECX is used to integrate the Encore” CX telephone systems. Use the arrow keys to move the cursor to the desired code (make certain the NUM LOCK is off), then press RETURN. 2.4 BOOTING THE SYSTEM After a selection is made from the PBX Selection menu, or when the power for the system is turned on (after the first time), the Run Dialogue screen appears (see Figure 2-3), and the system begins running the voice message application. Before the system actually begins processing calls, certain infor- mation must be entered into the system. The Custom Sys and Utilities menus are used to enter infor- mation about the company, and the installation. The system needs to know how many digits are in a mailbox, the type of PBX the system is connected to (if this was not defined using the PBX Selection menu), the system administrator mailbox numbers, initial access codes, and which of the system ports are to be used for sending a message waiting indication (if the telephone system can accept and utilize a message waiting indication). After this initial information has been entered, the system administrator may enter classes of service, mailbox numbers, system group lists, and other information to customize the system to the particular application. Many of the system administration functions can be performed from either the monitor and keyboard, or using the system administrator’s mailbox. NOTE: The system should be taken off-line before any initial programming can take place. However, most of the system programming screens can be accessed while the system is running using the On Line Programming Menu. 2.5 RUN DIALOGUE SCREEN The Run Dialogue screen is displayed while the system is running. The main purpose of this screen is to define the task each port is to execute when called. Valid entries for each port are: l T TIME1 0001 (normal voice mail) o T AUTOM 0001 (normal voice mail with prompts for spell by name) l T AUTO1 0001 (Automated Attendant) l T AUTOS 0001 (Automated Attendant with spell by name feature) l T CCRBl 0001 (Custom Call Routing). 0 T CCRBX 0001 through 0014 (Custom Call Routing with multiple starting points) NOTE: T CCRBX 0001 means start at CCR record 1 message 1. T CCRBX 0002 means start at CCR record 2 message 1, etc. T CCRBX 0014 means start at CCR record 14 message 1. NOTE: The same task should be assigned to every port in the system. However, certain applications may required a different task be programmed for some of the system ports. INFOSTARIVX2 System Administrator’s Manual revised 7191 2.3