VoiceTrak Avm Getting Started Manual
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VoiceTrak AVM 6 Getting Started VoiceTrak, LLC 5089-C Bristol Ind. Way Buford, GA 30518 770-945-1776 • 770-945-8602 -fax:
Contents Using this Manual 3 Theory of Operation 3 Answering a Call........................................................................\ .................................3 Checking for integration information........................................................................\ ..4 Playing the main greeting........................................................................\ ....................4 Processing the call........................................................................\ ...............................4 Transferring the call to an extension........................................................................\ ...4 Disconnecting when the caller hangs up.....................................................................5 Installing Voice Connection 5 Introduction........................................................................\ .......................................................5 System Requirements........................................................................\ ........................................6 Installing the voice board........................................................................\ ...................................6 Installing the Board in the Computer...................................................................\ ........6 Installing the security device........................................................................\ .............................7 Installing the Voice Connection software........................................................................\ ..........7 About the use of other utilities........................................................................\ ............8 Installation with the Telephone System 8 Connecting to the Telephone System........................................................................\ ................9 Programming the Telephone System........................................................................\ .................9 Assigning the Extensions........................................................................\ ....................9 Telephone Ringing Assignments........................................................................\ .........9 Primary Answering Position........................................................................\ ................9 Secondary Answering Position........................................................................\ ............9 Night Answering Position........................................................................\ .................10 Integration with the Telephone System........................................................................\ ...........10 Signaling Information........................................................................\ ........................10 Programming the Sprint PROTEGE’ Telephone System........................................................11 Setting up a Voice Mail Group........................................................................\ ..........11 Call Handling Settings........................................................................\ .......................11 Identifying the Extensions.........................................................................\ ................11 C.O. Line Handling........................................................................\ ...........................11 Using Voice Connection as a Recorded Announcement Device for UCD Groups...12 Testing the Telephone System Connection........................................................................\ ......12 Programming the Voice Connection Database 13 Starting Voice Connection for the First Time........................................................................\ ..14 Entering the system password........................................................................\ ..........................14 System Parameters Setup........................................................................\ .................................15 Mailbox Setup........................................................................\ ..................................................17 Voice Connection Getting Started Contents • i
Types of Mailboxes........................................................................\ ...........................17 Accessing Mailbox Setup........................................................................\ ..................19 Adding Mailboxes........................................................................\ .............................19 Editing Mailboxes........................................................................\ .............................20 Editing Combo Mailboxes........................................................................\ .................20 Editing a User Mailbox........................................................................\ .....................22 Extension Setup........................................................................\ ...............................................23 Editing and Deleting Extensions........................................................................\ .......25 Main Greeting Setup........................................................................\ ........................................25 Mailbox Selection........................................................................\ ..............................26 Creating and Assigning the Mailbox........................................................................\ .26 Recording System Greetings 28 Recording Greetings for System Mailboxes........................................................................\ ....28 Recording Directory Information........................................................................\ ....................29 Summary 29 ii • Contents Voice Connection Getting started
Using this Manual This manual is intended to be a guide for installing and making Voice Connection operational under a minimum configuration. Follow the sections in the order they appear. It is important to complete all of the steps in each section and verify that everything is functioning properly at the end of each section. It is particularly important to verify proper operation of the telephone system before connecting the Voice Connection system. Refer to Testing the Telephone System Connection in the Installation with the Telephone System section of this manual for details. If you encounter problems after completing all of the steps in this manual, contact Voice Connection technical support for assistance. Theory of Operation Voice Connection is a sophisticated call processing system housed in a personal computer. The computer is connected to your telephone system through industry standard analog extensions. Regardless of its sophistication, Voice Connection appears as a single line telephone connected to your telephone system. Try to imagine the call processing system as no more than a person sitting at a single line telephone answering the telephone when it rings, transferring calls to other extensions and taking messages. This section will provide a brief description of how calls are processed by the Voice Connection system. Answering a Call When the telephone system directs a call to an extension connected to one of the ports in the Voice Connection system, ringing current is present. Voice Connection Voice Connection Getting Started Using this Manual • 3
detects the ringing current and begins counting the number of times the extension rings. Your Voice Connection system is programmed to answer the call after a pre- set number of rings (the default setting is one ring). When the correct number of rings has been detected, the Voice Connection answers the call by coming off hook on the ringing port. Checking for integration information It is important that your telephone system be programmed to send the proper integration information. When the call is answered, Voice Connection will wait for integration information to be passed from the telephone system. The length of time Voice Connection waits is determined by the integration delay setting found in the system parameters (the default setting is one second). If information is received during this time, Voice Connection will route the call to a mailbox or other location as directed by the information received. Playing the main greeting If no information is received or if your telephone system sends C.O. line appearance information, the call is routed to the mailbox designated to receive the call. This mailbox is identified in the auto attendant greeting setup programming. Voice Connection sends the call to the mailbox associated with the day of the week and when received the mailbox will play the appropriate greeting for the time of day that the call was received. If no mailbox is assigned or no greeting is recorded in an assigned mailbox, a default greeting will play. Processing the call While the main greeting is playing and for a short period afterwards, Voice Connection is waiting to receive touch-tone digits. When the caller enters a menu choice or other information, Voice Connection examines the information received. The information is first checked to determine if a valid extension was entered and if true transfer the call. If a valid extension number was not entered, Voice Connection then determines if the information received is a valid mailbox and if true routes the call to the appropriate mailbox. If neither condition is valid, the caller will receive an error message stating the entry was invalid. Transferring the call to an extension When Voice Connection determines the information entered is a valid extension, the call is transferred. A brief description of the two types of call transfers follows. Blind Transfer This is the most common type of call transfer. It allows the call processing system to receive another call on the voice port as soon as the transfer is completed. When a blind transfer occurs, Voice Connection performs a hook flash putting the caller on hold. After a one second pause Voice Connection dials the extension number of the telephone that will receive the call and hangs up. The telephone where the call was transferred will ring and when answered will be connected the calling party. It is important to realize that once Voice Connection hangs up, the call is under the control of the telephone system. The call will remain under the control of the 4 • Contents Voice Connection Getting started
telephone system until the telephone system directs the call back to Voice Connection. Supervised Transfer Voice ports remain busy during this operation and are not available to receive another call until the call is answered or the calling party hangs up. When a supervised transfer occurs, Voice Connection performs a hook flash putting the caller on hold. After a one second pause, Voice Connection dials the extension number of the telephone that will receive the call and monitors the line. If the telephone answers the call, Voice Connection will detect the answer and hang up and the caller will be connected to their party. If the telephone is not answered or is busy, Voice Connection will perform a hook flash retrieving the caller from hold and route them to the appropriate mailbox. Disconnecting when the caller hangs up Voice Connection is constantly monitoring the line while connected to a caller. Many telephone systems provide a disconnect signal to Voice Connection when a caller hangs up. This signal can be in the form of a loop current drop, reorder (fast busy) tone or a DTMF digit. When a recognized disconnect signal is received, Voice Connection will hang up immediately. If no signal is received from the telephone system, Voice Connection will time out and hang up. The length of time will depend on the progress of the call within Voice Connection and may take as long as one minute. Installing Voice Connection Introduction Voice Connection is a complete automated attendant / voice mail system designed to provide reliable service through state of the art voice processing technology. Voice Connection systems are available in both turn key and software only configurations. Turnkey systems are pre-configured at the factory and come complete with operating system software and Voice Connection software and hardware installed. Expansion kits are available in two or four voice port configurations. Voice Connection is compatible with a variety of telephone switching systems. Voice Connection can also be installed as a stand-alone system connected directly to telephone central office lines. Voice Connection Getting Started Installing Voice Connection • 5
The Voice Connection system can also provide Fax on Demand when optional hardware is installed. System Requirements • PC 386 DX33 or better • DOS 6.2 • 1 Mb RAM for each voice port installed • Mouse • VGA Graphics • 1 Gig Hard Drive (will provide 45 hours of storage) • VGA Monitor (required only for programming the database) • Keyboard (required only for programming the database) Installing the voice board If you have purchase a turnkey system you may skip this section. Your Voice Connection System has been shipped with a voice board manufactured by Rhetorex, Inc. The voice board acts as the interface between the telephone lines and the Voice Connection system. Calls made to your voice mail system are answered by the voice boards, which then signal the call processing system that a call has been received. The call processing system then plays the appropriate greeting message to the caller. The voice board supplies the tones for outgoing calls. Call progress is also monitored by the voice board allowing it to detect ringing, busy and disconnect signals from the telephone lines. The voice boards are configured in both two and four port configurations, with each port connected to one telephone line. The boards utilize industry-standard RJ14 connectors, allowing two telephone lines for each connector. Follow steps outlined in this section when installing new voice boards or replacing defective boards. To order additional or replacement boards, call your local Voice Connection dealer. Installing the Board in the Computer Before installing the voice board in the computer make sure that the power is turned off and that the power cord has been unplugged from the back of the computer. 1. Remove the screws from the back of the computer. 2. Carefully remove the cover. 3. Locate a free bus slot that has an ISA (Industry Standard Architecture) or EISA (Enhanced Industry Standard Architecture) edge connector. 6 • Contents Voice Connection Getting started
4. Carefully seat the board into the slot and fasten it into the computer. Make sure the board is firmly seated and fastened. If you have any doubts as to the firmness of the connection, DO NOT TURN THE POWER ON. If necessary, remove the card and re-seat it before continuing. 5. Replace the cover, the screws and all cords. Note: If you are installing more than one voice board in a system, additional board settings are necessary. Refer to the Installation and Maintenance manual for details or contact Voice Connection technical support. Installing the security device Voice Connection is shipped with a security device that must be installed. You will find the device in the envelope that contains the Voice Connection software. Retrieve the device from the envelope and attach it to the parallel port (this is the same location used for connecting a printer) on the back of the computer. Connect the monitor, mouse and keyboard before continuing. Installing the Voice Connection software If you purchase a turnkey system, you may skip this section. Voice Connection can only operate as a stand-alone system with no other programs running. Therefore, we recommend that you start the installation with a newly formatted hard drive. If you have purchased a software or software and voice board package then you will need to install the Voice Connection software on your hard drive. The software installation should only be done after all hardware and voice boards have been installed in the computer. 1. If the system does not have MS-DOS 6.22 installed then it must be installed before proceeding. Install MS-DOS in a separate directory named DOS. Please refer to the documentation received with your DOS software for proper installation. 2. Place the Voice Connection software disk 1 into the floppy drive. 3. From the root directory of the C: drive type A:\INSTALL. 4. The software will load automatically onto your hard drive. Follow the prompts on the screen and change disks as necessary. 5. When all of the disks have been loaded, restart the computer by pressing the reset button or turning power off and back on again. 6. The system will restart and the main screen of Voice Connection will be displayed. 7. The database programming may now be entered. The software installation program will install several configuration files, including new config.sys, autoexec.bat and memory management files. DO NOT change any of the settings or location of these files. This can result in serious or total loss of system performance. Voice Connection Getting Started Installing Voice Connection • 7
About the use of other utilities The installation of other Utility programs may void your warranty. Please note that Voice Connection has already provided for disk caching. Therefore, the use of another disk caching utility such as SmartDrive will not only degrade the performance of your Voice Connection system but may cause it to become unstable under heavy use. UNDER NO CIRCUMSTANCES CAN ANY DISK COMPRESSION PROGRAM SUCH AS DRIVE SPACE BE INSTALLED. Installation with the Telephone System Important: Make sure that your test your telephone system setup. Refer\ to the section on Testing the Telephone Connection at the end of this section. Voice Connection is designed to work with telephone systems that are capable of supporting industry-standard touch-tone telephones (2500 set), such as the ones which, more likely than not, are installed in your home. Incoming lines from the telephone company central office may also be plugged directly into the Voice Connection system. If you are installing Voice Connection with a business telephone system then the following conditions must be met: 1. The telephone system must be capable of supporting industry standard 2500 telephones, either directly or through OPX circuits. 2. The telephone system must be capable of placing a call on hold from the 2500 set by momentarily depressing the hook switch or flash button. 3. After placing the call on hold, the telephone system must be able to transfer the call to another extension by dialing the extension number. 4. If the Voice Connection system is to be used to direct callers (day or night) then the telephone system must be capable of directing the incoming calls to ring on the extensions assigned to the Voice Connection system. 8 • Contents Voice Connection Getting started