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Stratagy I&M 06/02

8-1

Customization

Ex
amples

Customization Examples

8

Using Stratagy, you can customize User IDs to record messages from callers, provide information
to callers, or direct the flow of a call. With this type of flexibility, you can define virtually any call
handling method.

Stratagy provides reserved User ID mailboxes that have common features pre-programmed,
including future delivery and guest defaults. Notify contains templates (e.g., message waiting light
control and pagers) you can use for defining User ID Notify records.

This chapter provides examples, grouped by menu (i.e., Users, Notify, Auto), of some of Stratagy’s
capabilities. Each example provides detailed information, including the programming and how it
works. For examples that use the Token Programming Language, each token is defined.

Note

See

Chapter 7 – Token Programming

for complete details about the Token programming

language.

Some IVR tokens are not available for the Flash.

Users Menu Examples

The following examples are included in this section:

•

“Using a Status User ID to Check Message Count for Multiple User IDs” on page 8-2

•

“System Paging a User for Special Callers” on page 8-3

•

“System Paging for Ring No Answer” on page 8-4

•

“Switching and Maintaining Languages (IVP8)” on page 8-6

•

“Order Shipment Information” on page 8-9

•

“Holiday Greetings—Holiday Divert Mailbox” on page 8-11

•

“Transferring a Caller Directly to a Mailbox” on page 8-13

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Summary of Contents for Stratagy Flash

Page 1: ...June 2002 726 Telecommunication Systems Division Stratagy Flash IVP8 Installation and Maintenance Manual Voice Processing Systems ...

Page 2: ...ain the nearest Toshiba telecommunications distributor in your area call Toshiba America Information Systems Inc Telecommunication Systems Division in Irvine CA 949 583 3700 Telephone Network Compatibility The telephone company may make changes in its facilities equipment operations and procedures If such changes affect the compatibility or use of the Stratagy system the telephone company will not...

Page 3: ...Y OF NON INFRINGEMENT OF THIRD PARTY RIGHTS THE WARRANTY OF YEAR 2000 COMPLIANCE AND THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE IS WITH YOU NEITHER TAIS NOR ITS SUPPLIERS WARRANT THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE WILL MEET YOUR REQUIREMENTS OR THAT THE OPERATION OF THE SOFTWARE WILL BE ...

Page 4: ...ch defective or missing parts as are causing the malfunction with new or refurbished parts at their option If TAIS or one of its authorized dealers does not replace or repair such parts the retail customer s sole remedy will be a refund of the price charged by TAIS to its dealers for such parts as are proven to be defective and which are returned to TAIS through one of its authorized dealers withi...

Page 5: ...he Flash system to a dedicated 110VAC outlet If your Flash installation is in an area with unreliable power you should also install a Power Conditioner to avoid any failures that can be caused by power fluctuations including hardware failure and file corruption A Toshiba recommended ONEAC Model ON400 400 VA 1 2 hour Uninterruptible Power Supply UPS with Power Conditioner and Ground Bar is availabl...

Page 6: ...TC 9 with six conductor line cord is recommended Stratagy s serial Port 1 is reserved for SMDI communication 6 XVW D HZ 0RUH 7KLQJV Be sure to change the security code of the Shutdown Mailbox User ID 993 See the Stratagy Installation Maintenance Manual for details When using an internal modem in the Stratagy Admin PC remember that Stratagy Admin does not work with the COM 3 or 4 port Toshiba sugge...

Page 7: ...he Flash system to a dedicated 110VAC outlet If your Flash installation is in an area with unreliable power you should also install a Power Conditioner to avoid any failures that can be caused by power fluctuations including hardware failure and file corruption A Toshiba recommended ONEAC Model ON400 400 VA 1 2 hour Uninterruptible Power Supply UPS with Power Conditioner and Ground Bar is availabl...

Page 8: ...led between the PIOU PIOUS RSSU RSIU card and the Flash Toshiba s PPTC 9 with six conductor line cord is recommended Refer to the Stratagy I M Manual for complete instructions on configuring Stratagy Voice Processing systems for SMDI integration 6 XVW D HZ 0RUH 7KLQJV Be sure to change the security code of the Shutdown Mailbox User ID 983 See the Stratagy Installation Maintenance Manual for detail...

Page 9: ...Stratagy in its individual shipping box until it s time to install it in the Strata CTX Never transport the Stratagy inside the Strata CTX 2 R RX KDYH HYHU WKLQJ RX QHHG IRU SURJUDPPLQJ 6WUDWDJ XVLQJ 6WUDWDJ GPLQ Stratagy Admin Release 3 software is only supported with the Flash and IVP8 Use with any Release 2 Stratagy system may cause erratic behavior Local Administration You ll need a PC 5MB har...

Page 10: ...ata CTX system time Night Transfer Alternate Routing and Busy Station Identification do not require SMDI For clock synch you must configure the ksu_time parameter and connect SMDI For Night Transfer Alternate Routing and Busy Station Identification you must configure the console_slot_ID and DSS_active parameters 7 OO VHW XVW D IHZ PRUH WKLQJV Be sure to change the default password of the Shutdown ...

Page 11: ...WUDWDJ GPLQ Stratagy Admin Release 3 software is only supported with the Flash and IVP8 Use with any Release 2 Stratagy system may cause erratic behavior Local Administration You ll need a PC 5MB hard drive space 3 5 1 44 floppy drive and 580KB free RAM You ll also need a 9 pin null modem serial cable or Toshiba s SG ADMCBL cable to connect your PC to the Stratagy Remote modem Administration Use S...

Page 12: ...rt 1 is reserved for SMDI communication 7 DQW WR V QFK 6WUDWDJ V VWHP WLPH ZLWK 6WUDWD You ll need an LCD telephone physically installed on the first port of the Strata DK s PDKU card see Step 5 card It is important that the phone s LCD always displays the system time For this to happen no other LCD features including MW Indication can be enabled on this phone You must configure the ksu_time and c...

Page 13: ...7 AMIS Networking 1 9 Exclusive IVP8 Features 1 9 Chapter 2 Installation Pre installation Instructions 2 1 Conduct a Pre installation Company Survey 2 1 Determine Stratagy Hardware Sizing 2 1 Determine Stratagy s Configuration and Integration 2 3 Determine Stratagy s Customized User ID Mailboxes 2 3 Fill out Checklists and Forms 2 4 Installation 2 4 Step 1 Unpack and Inspect Stratagy 2 4 Step 2 Pr...

Page 14: ...Stratagy System 2 17 Step 16 Optional Back up Database Mailbox Names and Greetings 2 17 Chapter 3 Access and Use Stratagy Access Stratagy 3 2 Local Access 3 2 Before You Start 3 2 Access Stratagy Locally 3 2 Remote Access 3 3 Before You Start 3 3 Access Stratagy Remotely 3 3 Use Stratagy Remotely 3 4 System Startup 3 4 Use Stratagy 3 4 Navigate the System 3 4 Online Help Function 3 6 Help Line 3 6...

Page 15: ...tratagy Processes 5 5 User IDs 5 5 User ID Mailboxes 5 8 Feature Programming 5 10 Automatic Scheduler 5 10 Automatic System Recovery 5 10 Busy Station Identification for IVP8 5 11 Called Identification 5 11 Caller Confirmation Prior to Transferring 5 11 Call Screening 5 11 Call Transfer 5 12 Chaining 5 12 Directory 5 12 Disk Space Notification 5 12 Distribution Lists 5 12 Do Not Disturb 5 12 Exten...

Page 16: ... Dial Pad 5 19 Single digit Menus 5 19 System Administrator s Mailbox 5 19 Token Programming 5 19 Universal Ports 5 19 User ID Security Code 5 20 User ID Variable Fixed Length 5 20 Varied Sampling Rates 5 20 Voice Forms 5 20 Chapter 6 Menus Users Menu 6 1 Access and Exit the Users Menu 6 1 Users Menu Options 6 2 Create User ID Mailbox 6 2 Modify User ID Mailbox 6 3 Copy Mailbox es 6 3 Delete Mailb...

Page 17: ...ples 8 1 Using a Status User ID to Check Message Count for Multiple User IDs 8 2 System Paging a User for Special Callers 8 3 System Paging for Ring No Answer 8 4 Switching and Maintaining Languages IVP8 8 6 Order Shipment Information 8 9 Holiday Greetings Holiday Divert Mailbox 8 11 Transferring a Caller Directly to a Mailbox 8 13 Notify Menu Examples 8 14 Message Waiting Light Control When Light...

Page 18: ... Information 10 2 Users Menu Information 10 3 Report Definitions 10 3 Create Report Definitions 10 4 Load Exist Report Definition 10 4 Run Report 10 5 View Report 10 6 Print Report 10 6 Save Report to Floppy Disk 10 6 Automatic Report Generation 10 6 Report Menu Field Descriptions 10 7 Chapter 11 Maintenance Upgrades and Troubleshooting Maintenance and Upgrades 11 1 Tools 11 2 Backup Utility 11 3 ...

Page 19: ... Form A 5 Auto Scheduling Form A 6 Notify Form A 7 Greeting Scripts Form A 8 Appendix B Special Greeting User ID Mailboxes Record Mailbox Greetings B 1 Initial Greeting Mailboxes B 2 Company Greeting B 2 Caller Instructions B 3 Sample Initial Greetings B 3 Directory Mailbox B 4 How Stratagy Maintains the Directory B 4 Directory Instructions B 4 Operator Mailbox Greeting B 5 Index IN 1 ...

Page 20: ...Contents Index viii Stratagy I M 06 02 ...

Page 21: ...e basic system features and how to program each one Chapter 6 Menus gives User Auto Scheduling and Notify Menu screens and field descriptions It also provides instructions on creating modifying copying and deleting mailboxes Chapter 7 Token Programming provides detailed instructions for customizing and administering the Stratagy system A complete list of tokens and descriptions are included Chapte...

Page 22: ... entry or screen display Helvetica Bold represents tokens For example M Italics represent parameter and menu screen field names and book titles For example hot_box parameter Extension field Type Indicates entry of a string of text Press Indicates entry of a single key For example Type prog then press Enter Plus Shows a multiple PC keyboard or phone button entry Entries without spaces between them ...

Page 23: ...ublications Stratagy eBrochure and Advisor CD ROM Packaged with every Stratagy shipped is a CD ROM containing Stratagy eBrochure and an end user tutorial Stratagy Advisor Additional copies of this CD ROM can be purchased from your Dealer Sales Representative eBrochure The eBrochure provides a description of each of the Stratagy products along with audio supplemented mini demonstrations illustratin...

Page 24: ...Introduction Related Documents Media xii Stratagy I M 06 02 ...

Page 25: ...connect Stratagy Refer to the appropriate installation documentation Personal Computer PC terms such as I O serial port parallel port RS 232 Random Access Memory RAM and Disk Operating System DOS How to safely open a PC and install remove cards How to identify basic components of a PC e g motherboard I O controller video card I O ports modem How to connect the monitor and keyboard and how to power...

Page 26: ...ies The flash memory has very high data integrity with automatic bad spot management and sparing and full Error Correction Coding ECC for high reliability The flash memory data storage device contains no moving parts is fast noiseless light and rugged It operates as an industry standard Integrated Drive Electronics IDE hard disk drive It uses the same 512 byte sector size employed in all PC hard d...

Page 27: ...nded software versions are Strata CTX100 CTX670 all releases Strata DK16 DK16e DK40 DK40i all releases Strata DK280 DK424 424i all releases Strata DK8 DK14 all releases Strata DK24 DK56 DK96 Release 4 The Flash requires Stratagy Admin software installed on a separate IBM compatible Stratagy Admin PC for local or remote administration and maintenance Some basic administrative functions e g adding U...

Page 28: ...The Power Light goes On Off accordingly To reset the Flash 1 Use Stratagy Admin or Telephone Admin to shut down the Stratagy application 2 Unplug the Flash s power cord from the wall wait a few seconds and then plug it back in Status Light The status light indicates the state of the Stratagy application On Stratagy is running Off Stratagy is shutdown Rear Panel 4 Voice Ports III and IIII are not a...

Page 29: ... User ID 990 Company Greeting User ID 991 Caller Instructions User ID 994 Hot Box User ID 997 Defaults Box User ID 998 Direct Message User ID 999 System Administrator User ID Maximum Message Length The default maximum message length for the Flash is 60 seconds This is configurable on a mailbox by mailbox basis from the Options screen of each User ID Mailbox Maximum Greeting Length The default maxi...

Page 30: ...pported by the Flash system software Future Delivery User ID Mailbox 995 Guest User IDs User ID Mailbox 996 Fax Mail fax tone detect and transfer is supported Audio Messaging Interchange Specification AMIS Bilingual prompts Speed control for message playback Alternate Rate feature Some Interactive Voice Response IVR related prompts e g monies ...

Page 31: ...K40i all releases Strata DK280 DK424 DK424i all releases Strata DK24 DK56 DK96 Release 4 The IVP8 requires Stratagy Admin software installed on a separate IBM compatible Stratagy Admin PC for local or remote administration and maintenance Voice mail integration is provided by Strata CTX or DK in band DTMF integration Strata CTX DK40i DK280 DK424 and DK424i can also provide integration using the Si...

Page 32: ... At boot up Off No power Blinking Amber Power on self test Red Failed self test The port LEDs indicate which test s failed Port LED Green Test Failed 1 DRAM 2 RTC 3 EEPROM 4 EPROM Checksum 5 Flash Drive 6 Integration Processor 7 DSP 1 While system is operational Green Green with Blinking Amber System is operational System is operational and flash drive is active 6027 Front View Side View Backplane...

Page 33: ...raffic Multi lingual prompts have been specifically identified as a feature that requires a reduction in the number of AMIS nodes to increase Operating System OS memory for proper system operation Due to the number of feature configurations possible in a Stratagy system it is not possible to accurately identify the correct number of AMIS nodes in each case If the system you are working on runs out...

Page 34: ... Station Identification The Busy Station Identification feature enables the IVP8 to determine if a station is busy without performing a hookflash and transfer IVP8 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 IVP8 i e the Busy chain i...

Page 35: ...ation Conduct a Pre installation Company Survey When conducting a pre installation survey you must obtain information about the company its telephone system the desired Auto Attendant AA and voice mail functions and the company s Audio Messaging Interchange Specification AMIS and fax modem requirements As appropriate use the items suggested below and include any additional questions See Pre instal...

Page 36: ...system s programming for peak times Telephone Answering Voice Messaging In a typical installation the voice processing system is designated to take messages for users when they are either on the telephone or away from their desks this is termed telephone answering In addition the voice processing system can be accessed by users to listen to messages and record new messages for another user or a gr...

Page 37: ...atterns specific to the system have been pre installed at the factory for each Stratagy system Important Strata DK systems must be configured for the appropriate voice mail system settings individually See the specific Strata DK Installation and Maintenance manual for these procedures If you have a Toshiba telephone system Stratagy automatically defines these parameters once you select the appropr...

Page 38: ...iately and make the proper claims 2 Check the items contained in the packages against the packing list In addition to the hardware components you should receive an anti static wrist strap a caution sticker and a documentation package with the IVP8 For Flash you should receive the hardware components shown below and a Stratagy Flash Wall Mounting Template and Instructions with the documentation pac...

Page 39: ...hand lotion can cause component failure Step 2 Program Strata Strata CTX Systems DTMF Signaling Stratagy is compatible with all Strata CTXs Strata CTX needs to recognize Stratagy s DTMF signaling An ARCS card must be installed in the Strata CTX100 for this DTMF signaling Strata CTX670 allows four DTMF circuits in its default configuration Install and program an ARCS card in the Strata CTX100 When ...

Page 40: ...K96 Run Program 03 and assign these code s where the DTMF receiver is installed Flash Make sure there are enough single line analog station ports on the Strata DK to support the number of Flash ports required Note When DK14 DK8 is powered on Program 03 automatically assigns the correct code for the QRCU IVP8 Note The following instructions are based on the IVP8 being installed in a pre existing St...

Page 41: ...SMDI port 2 Program the Strata DK system for voice mail integration See the Strata DK Programming Manual for details Step 3 Shut Down Strata CTX Strata DK Turn off the main power switch to the Strata CTX Strata DK system Step 4 Install Stratagy Flash Since the Flash and the telephone system must be physically connected place the Stratagy by the telephone system Power Requirements We recommend the ...

Page 42: ...ures brownouts etc 4 Connect the six ft power supply cable included in the package Once you have connected the power supply cable the Flash performs a self test while booting up The Flash voice ports are off hook for a short period during startup while Stratagy software loads During that time the status light is Off and should turn On when finished IVP8 CAUTION See cautions under Step 1 on page 2 ...

Page 43: ...e PDKU card that the IVP8 monitors see Figure 2 1 on page 2 10 DK280 R2 install the card in any universal slot except slots 31 and 51 starting with slot 12 of the Base Cabinet DK280 R3 or higher install the card in any universal slot except slots 31 and 51 starting with slot 12 if a PDKU or PEKU is in slot 11 or slot 13 if a RSIU is in slot 11 DK280 All releases To enable end to end signaling an R...

Page 44: ...ximately four to five minutes Step 6 Verify that Voice Playback Basic Auto Attendant and Ports are Functioning Correctly Dial the extension number for each port Stratagy should for each port Answer and play the Toshiba Plug and Play company greeting Thank you for calling greeting 1 in User ID mailbox 990 Continue to play the Toshiba Plug and Play caller instructions greeting If you know the extens...

Page 45: ...th a Stratagy To install Stratagy Admin Software 1 Insert the Stratagy Admin disk into the floppy disk drive of the Stratagy Admin PC 2 Access the DOS prompt C 3 To begin the installation procedure type a install c VSA3x where x the version letter of the Admin software you are installing Note It is recommended that you not overwrite the current Stratagy Admin directory but create a new directory 4...

Page 46: ...igure 2 2 Stratagy Flash Stratagy Admin PC Local Connection Note If you wish to purchase individual cabling connectors adapters in lieu of purchasing the Toshiba Stratagy Admin cable we have provided the wiring diagrams see Figures 2 3 and 2 4 Stratagy Admin Cable Serial COM Port 24 VAC 0 4A 50 60Hz 3089 1 2 Stratagy Admin PC V O I C E P R O C E S S I N G Figure 2 3 RS 232 DB9 to DB9 Cabling 1 4 2...

Page 47: ...tagy Admin PC by installing connecting and configuring a modem The modem must be capable of communicating at a minimum of 9600 baud CAUTION Internal modems configured for IVP8 COM ports 3 or 4 are not supported by Stratagy Admin software Stratagy Modem The Flash can communicate through a customer supplied external modem An external modem can be installed on the Flash for a communication speed of 9...

Page 48: ...e Admin PC Configuration screen See Chapter 4 Configure Stratagy for instructions on using the screen Step 10 Access Stratagy Access Stratagy using the remote method Chapter 3 Access and Use Stratagy Step 11 Configure Stratagy Configure Stratagy using the Stratagy Configuration Utility See Chapter 4 Configure Stratagy for instructions on using the utility Step 12 Program the Mailboxes Program the ...

Page 49: ...ystem as a voice file called TUTORIAL VOX This file can be found in the STRATAGY directory on the hard drive This prompt can be rerecorded to personalize the introductory recording For example the recording could say The following is a new user tutorial that will walk you through the set up of your mailbox Please see Jane Doe your Installation Coordinator for XYZ Telecom if you have any questions ...

Page 50: ...F console s Night Transfer key in order to activate the KT token for alternate routing applications IVP8 cannot be programmed to monitor the Night Transfer key when programmed on a telephone only DSS Console However a Night Key can be programmed on both a telephone and DSS Console Program Example The following is an example on how to program this feature In this example we use User ID 900 User ID ...

Page 51: ... greetings company greeting caller instructions directory mailbox instructions and operator mailbox greeting See Appendix B Special Greeting User ID Mailboxes for instructions Step 15 Shut Down Stratagy System The restore_config parameter defaults to true in the Stratagy System Configuration file see Chapter 4 Configure Stratagy and enables the Automatic System Recovery process The Stratagy uses t...

Page 52: ...Installation Step 16 Optional Back up Database Mailbox Names and Greetings 2 18 Stratagy I M 06 02 ...

Page 53: ...necting the Stratagy system with a portable or desktop PC Remote Access Access Stratagy via a modem from a portable or desktop PC System Startup How the Stratagy system starts up Use Stratagy Navigating through the menus and using online help Online Help Function Describes help line and detailed help System Shutdown Exiting the Stratagy program and accessing the Stratagy Configuration Utility Main...

Page 54: ...e available only in Stratagy Admin version VSA 2G or later however only VSA 3x can be used with the Flash Access Stratagy Locally 1 From the DOS prompt C VSA3 for Flash and C VSA3 for IVP8 type admin and press Enter The Stratagy Admin screen displays Important The Stratagy Admin PC must be configured for the correct serial port in Stratagy Admin prior to performing Step 2 2 Press Enter The Stratag...

Page 55: ...hat you Backup your database prior to starting this procedure See Chapter 11 Maintenance Upgrades and Troubleshooting for instructions Make a copy of the Installation Disks as a backup copy and store them in a safe place Verify that Stratagy is operational by making a test call into the system Access Stratagy Remotely 1 From the DOS prompt C VSA3 for Flash and C VSA3 for IVP8 type admin and press ...

Page 56: ...the Main Menu you can customize User ID mailboxes maintain the system and perform administrative functions Or you can shut down Stratagy and use the Stratagy Configuration Utility to backup or configure Stratagy with your telephone system Use Stratagy The Stratagy system provides a series of menus to assist you in customizing User ID mailboxes and performing administrative functions In addition St...

Page 57: ...ggles Enable Disable On Off Yes No fields Page Up Down Users Menu scrolls User IDs Auto Notify Menus scrolls record summary information Tab moves cursor through fields Enter selects highlighted options Home moves cursor to first field End moves cursor to last field Main Menu select menu item Users Menu Info Status Options Group Chains Reports Menu Notify Menu Auto Menu Enter Password Shutdown Tool...

Page 58: ...Strata DK s power Doing so may corrupt the system files that are in use Methods of Shutdown Stratagy can be shut down in two ways From a telephone dial pad From the Shutdown function on the Stratagy Admin s Main Menu Shutdown Using the Telephone Dial Pad Method Important System shutdown using the telephone dial pad is not operable if the Stratagy Admin is connected To enable shutdown procedure and...

Page 59: ...he Stratagy is completely shut down when the status light is Out and all port LEDs are On Important For security reasons you should change the default security code Shutdown Using the Stratagy Admin s Main Menu 1 From Stratagy Admin s Main Menu select Shutdown by pressing Alt s Stratagy asks for the password 2 Enter the password the default is Stratagy and press Enter The screen enables you to sel...

Page 60: ...omatically restarts the system and puts all channels on hook and ready to accept calls To restart reset the Flash system after selecting Shutdown and STOP for power off Note If you select any of the first five options on the Shutdown Menu Flash automatically restarts Unplug the Flash s power cord from the wall wait a few seconds and then plug it back in This automatically restarts the system and p...

Page 61: ...our clock is hh mm ss 4 Press Esc The Main Menu displays Daylight Saving Time The system time can be configured to change automatically to daylight saving time See daylight_saving_time on page 4 17 for more information IVP8 System Time Using the ksu_time parameter you can synchronize IVP8 s system clock with the system clock of the supporting Strata CTX Strata DK telephone system Setting this para...

Page 62: ... system date and time See Change System Date and Time on page 3 9 for more information Quit Important This function quits the Stratagy Admin program and does not shut down the IVP8 Press Alt Q The remote PC exits Admin and returns to the DOS prompt Daylight time Display only The menu displays Daylight time from the first Sunday in April until the last Sunday in October The system must be set for d...

Page 63: ...rmat 24 hour clock Started Date mm dd yy and time hh mm ss the system was last started Time is in military format 24 hour clock Shutdown The next date mm dd yy and time hh mm Stratagy is scheduled to perform a scheduled shutdown for disk maintenance Stratagy shuts down automatically and restarts Time is in military format 24 hour clock Faxes Not supported Port Port number of each port followed by ...

Page 64: ...SWER Stratagy has detected an answer after dialing out transfer paging MENU Mailbox user menu choices are playing EXECUTE Executing program of a mailbox token programming CHAIN Done busy or RNA chain is being executed System accepting new incoming digits while greeting of a Mailbox is playing LOGIN User in process of logging on to Mailbox FIND Directory mailbox executing NO ANSWER No answer detect...

Page 65: ... Stratagy Archive Good directory for use by the Automatic System Recovery feature see Automatic System Recovery on page 11 14 If this procedure is not followed and the system loses power loss of customer information will result This chapter provides detailed information about configuring Stratagy and discusses Configuring Stratagy Admin software Toshiba Plug and Play Telephone System Configuration...

Page 66: ...dmin Configuration screen 3 Make any changes needed See Table 4 1 for a description of each of the fields Note Press F2 in the Serial Port and Baud Rate fields to display a pop up box with valid entries 4 To save your changes you must have the cursor in the last field i e Modem Init String and press Enter or the arrow down key or to exit without saving your changes press Esc at any time The progra...

Page 67: ...n the Stratagy Admin PC modem Refer to your modem user guide for instructions Default AT F C1 D2L0Q0V0X0E1 where AT The command that tells the modem to come to Attention F Return to factory defaults Instructs the modem to use the factory set parameters C1 Data Carrier Detect DCD signal Set to on it indicates presence of a data carrier D2 Data Terminal Ready selected L0 Speaker volume Off or low vo...

Page 68: ... the pbx_type parameter in the Stratagy System Configuration screen Selecting this function Changes all the settings to the new Toshiba telephone system default values Deletes any User ID mailbox customizations Installs the Stratagy default mailboxes Note Existing messages and mailbox greetings are not deleted when Plug and Play is selected For example if Mailbox 200 has messages and greetings and...

Page 69: ... modified As an example Select a Predefined Dial Code 1 From the Tools menu press 4 The Telephone System Configuration screen displays 2 From the Telephone System Configuration screen press 1 The Telephone System Dial Codes screen displays shown right 3 To select a default setting use the arrow keys and or Page Up and Page Down keys to highlight your selection and press Enter or to cancel without ...

Page 70: ...ange s press ESC The Telephone System Configuration screen displays 6 From the Telephone System Configuration screen 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 2 The changes are transmitted to Stratagy but Stratagy is not shut down or restarted Until you restart Stratagy the changes do ...

Page 71: ...rvised call transfers to complete the call transfer after Detecting an answer at the called extension or the extension called accepts the call when Call Screening is On Typical value H hang up Number of seconds to wait for dialtone detection The longest amount of time Stratagy waits for the telephone system to give Stratagy one second of dial tone Setting this value to a number greater than zero e...

Page 72: ...umber Some applications use 1 to eliminate system wide voice announce during a call transfer by Stratagy necessary if you want Stratagy to perform supervised transfers Use H to force all call transfers to be blind or unsupervised What to dial when the system first starts up Initialization codes Stratagy dials when it first starts up e g removing call forwarding on the Stratagy ports What to dial w...

Page 73: ... integration information from the telephone system Possible values 0 99 disable integration in 10ths of seconds Suggested value 10 10 10ths 1 second 4 Define the remaining fields i e integration strings that Stratagy should match Proceed to Define the Integration Strings Stratagy Matches on page 4 11 See Table 4 3 for definitions 5 After making the change s press ESC The Telephone System Configura...

Page 74: ...ny key to reboot The DOS prompt displays To continue you must re enter Stratagy Admin Remove an Integration Pattern 1 From the Tools menu press 4 The Telephone System Configuration screen displays 2 From the Telephone System Configuration screen press 2 The System Integration Patterns screen displays 3 Use the arrow keys or Page Up and Page Down to highlight the integration pattern parameter Press...

Page 75: ...or based upon your specific requirements For example if your customer does not want to allow for Busy extensions then simply modify the integration character codes and replace the b s with r s Use Character Codes The following example illustrates using the character codes Direct Call Start with the Direct test call There is a integration pattern labeled Direct Call in the description field Part of...

Page 76: ...fferent Additional Integration Patterns Sometimes it is useful to have additional integration patterns that match the same way as the actual integration patterns except for the first character For example you might want to add a second integration pattern for Direct calls which had 1eee in our example as 1eee This helps to eliminate timing problems that sometimes arise from some telephone systems ...

Page 77: ...ters are listed in alphabetical order The Stratagy System Configuration Screen is split into two areas the left lists the actual parameters and their values the right lists context sensitive help for each parameter Note Fax settings are not available to the Stratagy 2 Highlight the parameter by using the arrow or Page Up and Page Down keys Press Enter 3 Modify the parameter using the line editor a...

Page 78: ...a message Possible values true false Default true adpcm_hq Sets the sampling rate for outgoing greetings The higher the sampling rate the better the sound quality however the amount of disk space used is also higher CAUTION If you change this parameter on an active system all previously recorded greetings are lost Possible values 24 32 64 Recommended value 64 Flash 24 Default 64 adpcm_nq Sets the ...

Page 79: ...rt name auto_report_time Time of day the automatic report generates using the file specified in auto_report The value is in 24 hour format with the colon omitted Example 1 30 a m is 0130 2 15 p m is 1415 Possible values 0 does not generate the auto_report 0001 2400 Default 0 begin_rec_prompt Whether the system says Begin recording at the tone or hang up before taking a message This also affects th...

Page 80: ...rs cannot hold for busy extensions Calls proceed as if a Ring No Answer False Callers can hold for busy extensions Possible values true false Default false clock_sync Re synchronizes the DOS software clock with the PC hardware clock It may be useful to turn this off by setting it to False if you have another utility controlling the PC clock True Stratagy re synchronizes the DOS software clock with...

Page 81: ... feature to work the PDKU must reside in an odd numbered cabinet see Figure 2 1 on page 2 10 for examples In all applications the IVP8 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 IVP8 only daylight_saving_time Resets Stratagy s system time to daylight savings time Note The cur...

Page 82: ...ry search feature plays the User ID of the mailboxes that it finds True If a name recording is available the caller hears both the name recording and the digits for that person s User ID If a name recording is not available just the digits play False If a name recording is available the caller hears only the recording If there is no name recording Stratagy does not present the entry Possible value...

Page 83: ...s Example 20 is 2 sec 200 ms Possible values 10 20 90 units of 10 ms Default 20 2 sec error_box Box that receives a notification if the system encounters a panic error on startup The notification runs when the system successfully recovers Possible values valid User ID Default 999 future_delivery Future delivery enables users to specify the time and or date when a message is delivered When the mess...

Page 84: ...e defaults_box parameter Possible values valid User ID Default 996 IVP8 only guest_max Highest numbered Guest User ID When used with the guest_min parameter limits the number of Guest User IDs that can be created Example If this value is 90199 then the last Guest User ID that may be created is User ID 90199 Possible values valid User ID larger than the guest_min parameter setting Default 90199 IVP...

Page 85: ...ned by IVP8 from the Strata CTX Strata DK system does not contain second time therefore there may be a 1 60 second difference between the Strata CTX Strata DK system and the KSU time displayed on the main menu of the Stratagy Admin program Important The IVP8 electronically monitors the clock information on the LCD of the defined PDKU port If other LCD messages e g message waiting callback informat...

Page 86: ...stem actions and shutdown information Note It is a good idea to periodically archive or delete this file once or twice a year whenever you perform preventive maintenance Possible values valid DOS file name The single quotes are required Default Stratagy LOG max_dl_inits Number of simultaneous ports that can go off hook and dial the telephone system initialization code This is necessary because som...

Page 87: ... may inadvertently begin a notification on a port with an incoming call Possible values 0 24 number of ports Default 0 notify_restriction Restricts Notify to only the defined port The port still takes incoming calls This is particularly useful for those switches that require message lights to be turned off by the same port that turned them on Possible values 1 2 highest port number Default 1 To en...

Page 88: ...lt language prompt file from English It does not preclude you from changing the prompt file during the call Possible values valid prompt file The single quotes are required Default English purge Number of days before a message is set for purging deletion Whenever a user accesses his her User ID and presses to Play Messages the system tells the user how many messages will be automatically deleted w...

Page 89: ...16 security_min_length Minimum length security code that Stratagy accepts as a new security code when a user attempts to change it from a telephone Possible values 1 16 Default 1 short_direct_send What Stratagy plays when the Direct Message User ID usually 998 is entered followed by the User ID The Direct Message User ID is set using the box_snd parameter True You entered and the User ID s name re...

Page 90: ...f minutes Stratagy waits before blanking the Main Menu screen to prevent screen burn in Note This parameter only blanks the screen if the current screen is the Main Menu The advertising parameter contains the string that displays when the Main Menu screen is blanked Possible values 0 disabled 1 99 minutes Default 5 tmo_dtmf Amount of time Stratagy waits to determine the caller has finished enterin...

Page 91: ...mum amount of silence time the system waits before deciding to finish a recording and hang up Possible values 3 15 seconds Default 15 IVP8 5 tmo_sound Maximum amount of sound dial tone time the system waits before deciding to finish a recording and hang up Possible values 0 9 seconds Default 0 IVP8 5 trace_cap Defines the size of the TRACE OUT file in kilobytes When the size of the file reaches it...

Page 92: ... 7 8 Default 8 parity1 Parity to use for logical serial port 1 Possible values none even odd mark space Default none parity2 Parity to use for logical serial port 2 Possible values none even odd mark space Default none serial_port1 In order for Stratagy to communicate with peripheral devices connected to COM RS232 ports it needs to know which ports are connected There is a mapping from the port th...

Page 93: ...used on the Stratagy Admin PC Possible values 1 COM1 2 COM2 Default 2 AMIS Configuration Audio Messaging Interchange Specification AMIS is the analog networking protocol that enables Stratagy to pass voice messages to any remote voice mail system that supports the AMIS protocol See Table 9 1 on page 9 4 of Chapter 9 AMIS Networking for complete descriptions of all AMIS parameters SMDI Serial Integ...

Page 94: ... mailbox number and goes to the next processing step If the parameter s value is left at 8 then a timeout or pound sign is required to terminate the User ID This latter procedure is compatible with earlier versions of Stratagy Possible values 1 8 Default 8 fixed_len1 Maximum digits Stratagy expects when a caller dials a User ID beginning with one When changing this value make certain that it is st...

Page 95: ...arameter less than five Check all User ID mailboxes including users guests and reserved 411 990 etc Possible values 1 8 Default 8 fixed_len6 Maximum digits Stratagy expects when a caller dials a User ID beginning with six When changing this value make certain that it is still possible to log in and send messages to all existing User ID mailboxes that begin with this digit For example if there are ...

Page 96: ...warded Calls D Direct Calls Message Waiting is also enabled and disabled through this link An example of an SMDI packet is Note The above values are examples and can be different for each installation fixed_len9 Maximum digits Stratagy expects when a caller dials a User ID beginning with nine When changing this value make certain that it is still possible to log in and send messages to all existin...

Page 97: ...the token programming sequence starting with the S token is placed automatically by Stratagy in the Notify Menu s Method field To prevent Stratagy from physically taking a port off hook you must place an sign before the S token in the field Table 4 4 SMDI Parameters Parameter Description smdi_base_port Some SMDI installations use logical terminal numbers that do not begin with 1 for example if it ...

Page 98: ...usy extension from another telephone The System Busy Greeting plays Note If the system plays the Company Greeting then the link is not working Recheck the installation 4 If Steps 1 2 and 3 were successful make another call from an internal extension that has a User ID assigned on the system to the forwarded extension and leave a message 5 Log on to the User ID that has the message The header infor...

Page 99: ...ling party ID Note When configuring the Stratagy for SMDI make sure both the Stratagy and the telephone system are configured concurrently If the phone system is configured for a 10 digit Calling Party ID the IVP8 must also have the proper 10 digit integration patterns in the System Integration Patterns screen see page 4 5 Also make sure the correct notification template has been selected in the U...

Page 100: ... and IVP8 Note Flash only supports the V token when used in conjunction with SMDI integration 1 Using any text editor create the DOS text file CALLERID TXT on the Stratagy Admin PC The format should be 9495833700 890 9495876798 890 where 9495833700 and 9495876798 are the Caller ID phone numbers 890 is the GOTO mailbox 2 Save this file as C CALLERID TXT 3 From the Stratagy Admin Main Menu press Alt...

Page 101: ... From the Stratagy System Config screen press 1 The changes are transmitted to Stratagy and Stratagy is shut down When the copy is complete this status box displays 18 Press any key to reboot Incoming calls are now routed to User ID mailbox 900 where Stratagy searches for a Caller ID match The example mailbox 900 looks like this Mailbox 900 Extension KFV CALLERID TXT 1 K 2 S2 G S2 Suppress normal ...

Page 102: ...Configure Stratagy SMDI Serial Integration 4 38 Stratagy I M 06 02 ...

Page 103: ...the greeting for User ID 990 Call processing control in Stratagy involves User IDs chains groups menus and a token programming language Using these control structures you can define virtually any call handling method This chapter discusses User IDs Call processing control User ID mailboxes How Stratagy processes User IDs and User ID mailboxes User IDs All of Stratagy s User IDs are stored in a fla...

Page 104: ...aller know which company he called See Appendix B Special Greeting User ID Mailboxes for details User ID 991 Caller Instructions Give the caller options for reaching departments or information See Appendix B Special Greeting User ID Mailboxes for details User ID 993 Soft Modem The KM token is factory programmed into this User ID The token enables a Stratagy Admin PC s modem to communicate with the...

Page 105: ...s Stratagy where to send a caller who remains on the line after leaving a message or after listening to an announcement only mailbox Ring No Answer RNA The RNA chain instructs Stratagy where to send a caller when there is a RNA at a User ID s extension Busy The Busy chain instructs Stratagy where to send a caller when a User ID s extension is Busy Groups Groups control which User IDs a call may ac...

Page 106: ...tion box whose recording informs the caller that the telephone number was not the right length The User ID might then transfer control back to the original User ID to give the caller another chance to enter the correct number of digits Customizing Mailboxes Customizing User ID mailboxes involves defining User IDs using the following menus Users Menu The Users Menu consists of three screens Info St...

Page 107: ...ay override any of the described processing by changing the chain and User ID definitions 1 New Call The process starts with an incoming call Stratagy directs the call to the Company Greeting User ID 2 Company Greeting User ID Default User ID 990 The Company Greeting User ID plays the opening greeting Thank you for calling Stratagy determines whether the caller entered DTMF during the greeting Yes...

Page 108: ...Company Greeting User ID default is User ID 990 New Call Follow the User ID Done chain Hang Up Caller enters DTMF Yes Done Chain Done chain Thank you for calling dtmf_gate Is the configuration option dtmf_gate TRUE Process the User ID Does this User ID have a valid Done chain Operator User ID default is User ID 0 Process User ID 0 Operator No Caller Instructions User ID default is User ID 991 To r...

Page 109: ... starts processing at that User ID If the User ID s Busy Hold is YES and the caller presses to hold Stratagy starts a hold queue for the User ID If the caller does nothing Stratagy continues Ring No Answer If the User ID s RNA chain is defined Stratagy follows it Otherwise continues Greeting Plays the current greeting Store Messages Is Store Messages YES Copy Message To If Copy Message To defines ...

Page 110: ...Greeting User ID No Stratagy places the call on transfer hold dials the digits in the User ID s extension field then proceeds to the Answer Busy or RNA condition as appropriate see Table 5 1 Table 5 1 Call Flow Answer Busy Ring No Answer Stratagy determines if ID Call is Yes Yes Stratagy plays the user s recorded name If the recording does not exist Stratagy plays a tone Stratagy proceeds to Call ...

Page 111: ...e Messages is Yes Yes Stratagy records the caller s message Then determines if there is a Copy Message To mailbox No Stratagy determines if there is a Copy Message To mailbox Store Messages Stratagy determines if Store Messages is Yes Yes Stratagy records the caller s message Then determines if there is a Copy Message To No Stratagy determines if there is a Copy Message To Copy Message To Stratagy...

Page 112: ...re using the Auto Scheduling Menu You can program the following features to occur automatically at a preset time day or date Audiotex Call Screening toggle On or Off Company Greeting toggle On or Off Personal Greetings change the Personal Greeting that plays by time of day DND toggle On or Off Scheduled Extensions change where a call is transferred to when a caller dials the User ID from the Strat...

Page 113: ...ed No To enable it set the ID Call field Users Menu Options Screen to Yes SMDI Caller ID To configure this feature use the play_caller_id parameter and the K token See SMDI Calling Party Identification on page 4 35 for details Caller Confirmation Prior to Transferring System wide Feature This feature defaults to enabled True To disable this feature reset the dtmf_gate parameter to False When enabl...

Page 114: ...or different ports Disk Space Notification System wide Feature This feature defaults to 5 free disk space To reset the feature use the diskwarn parameter values 1 99 The value percentage becomes the threshold or percentage of available disk space that remains on the flash drive To receive notification when the threshold has been reached set User ID 999 s Type field Notify Menu to DISK Time interva...

Page 115: ...e or decrease the time set the Busy Greeting Max field Users Menu Options Screen to 1 999 Setting this field to 0 prevents the user from recording or changing a custom Busy Greeting Personal Greeting By setting the Current Greeting Max field Users Menu Options screen to zero the Administrator can prevent the user from recording a new greeting or changing recording over an existing greeting This ha...

Page 116: ... defaults to disabled 1 To enable it enter 0 99 number of guest User IDs the user can create in the Guests field User Menu Options screen Note Flash does not support this feature The Administrator also controls the configuration of each created Guest User ID through the use of the guest_defaults parameter The parameter is set to a standard system template User ID 996 but a new template can be crea...

Page 117: ...t is normally the length of a continuous recording Message Copy Mailbox Feature To enable this feature enter a User ID mailbox number in the Copy Message To field Users Menu Options screen Set the Store Messages field Users Menu Options screen to Yes Stratagy stores the message in both the accessed User ID mailbox and the User ID mailbox shown in the Copy Message To field Any messages already stor...

Page 118: ...conds To change the setting use the play_skip parameter possible values are 1 99 seconds Message Purging System wide Feature This feature defaults to disabled To enable it use the purge parameter possible values 1 99 days Message Retrieval Control Mailbox Feature This feature defaults to First in First out order To reset this feature use the Message Order field User Menu Options screen Message Spe...

Page 119: ... is processed This feature defaults to disabled To enable it set the Message Pending Users Menu Options screen field to On To reset the threshold time use the msg_pending_threshold default 5 seconds parameter values are 3 10 seconds Messages Urgent Mailbox Feature Set the Type field Notify Menu to URGENT to notify the user of urgent messages Multiple System Languages System wide Feature This featu...

Page 120: ...rs Menu Options screen The default is usually the same as the User ID number since users ID numbers are often the same as their telephone extension number Reports System wide Feature See Chapter 10 System Reports for procedures on using the Report feature To schedule an automatic report use the auto_report and auto_report_time parameters Reports can be scheduled in advance 24 hour format Ring Dura...

Page 121: ...g and processing menu choices Note Single digit menu 0 is normally reserved for the operator System Administrator s Mailbox System wide Feature See System Administrator Guide for information Token Programming System wide Feature A token or group of tokens placed together to perform a specific function is referred to as a token string A token string that performs call processing applications offsit...

Page 122: ...ault security code of User ID 997 For example User ID 234 s default security code would be 234997 If you change the Defaults Box s security code for example to 555 all new mailboxes created have the new default security code 234555 User ID Variable Fixed Length System wide Feature To set the length of User IDs use the fixed_len0 9 parameters System defaults to 8 digits Varied Sampling Rates System...

Page 123: ...duling Menu on page 6 20 and Notify Menu on page 6 27 This chapter discusses Access and exit the menu Menu options Create modify copy or delete a mailbox Boxlist AmisNodeList Users Menu field descriptions Access and Exit the Users Menu See Chapter 3 Access and Use Stratagy for information about the Main Menu Access Users Menu 1 From the Main Menu press Alt U Stratagy prompts you for your password ...

Page 124: ...ilbox 1 From the Users Menu Options screen type a unique number in the User ID field and press Enter Stratagy initializes the remaining fields with the values specified in the Defaults Box User ID 2 To change any field settings place the solid color edit block that appears on the screen next to the field name Type the information in the field and press Enter or for some fields press the spacebar t...

Page 125: ...ilbox as a template to create the new mailboxes Notes User s Information fields are not copied The User ID field contains the new User ID you specified Comment Extension and Directory Name fields are not defined If the Security Code field is defined in the Defaults Box User ID Stratagy uses it instead of the User ID All other Users Menu Options and Group Chains fields are copied All Notify and Aut...

Page 126: ...of User ID mailboxes The User IDs appear in numerical order Each entry on the list contains the Comment Extension Name Directory Name 1 Directory Name 2 and Messages Messages Current field information For field definitions see Options Screen on page 6 8 View Existing User ID Mailboxes 1 Press Alt T A pop up box displays shown right 2 Press Enter The BoxList screen displays shown right 3 Use the ar...

Page 127: ...u Table Press Alt T to select a table BoxList Press Enter to list all User ID mailboxes AmisNodeList Use the arrow keys to highlight AmisNodeList and then press Enter to list all Amis nodes Esc EXIT Press Esc to exit the Users Menu and return to the Main Menu Pg Dn NEXT Press Page Down to view the next User ID mailbox PgUp PREV Press Page Up to view the previous User ID mailbox Options Press Alt O...

Page 128: ...en Directory Name 1 and Name 2 fields as numeric digits For administration clarity it is advisable to change the digits to their alpha equivalents The directory works as follows If a caller wants to speak with Donna the caller would enter digits corresponding to these letters on the tone dialing telephone i e For the first User ID Directory Name field that matches the caller s entry Stratagy plays...

Page 129: ...is created the default security code for the new mailbox is 234997 The only exception to this rule is the security code for the Defaults Box User ID default 997 Its security code would be 997 If the security code of the Defaults Box User ID default 997 is changed only the mailboxes created after rebooting the system have the new default security code If the security code is set to something untype...

Page 130: ...g a call to the User ID the number of rings Stratagy waits before determining a RNA status This option only works when Stratagy is controlling the call transfer during a monitored or supervised transfer For example if the telephone is not answered within four rings Stratagy may play this User ID s greeting and take a message or transfer the call to another extension if an RNA chain is being used P...

Page 131: ... accept decline or transfer the call On Stratagy asks the caller to record his name and then attempts to reach the user If the user answers Stratagy plays that recording The user can press to accept the call Stratagy connects the caller to the user to reject the call and hang up Stratagy reconnects the caller and plays the user s mailbox greeting Stratagy follows the procedures used for the Ring N...

Page 132: ...tagy stores the message in both the accessed User ID mailbox and the Copy Messages To User ID mailbox If Store Messages is set to No Stratagy stores the message only in the Copy Messages To User ID mailbox Certain applications require a User ID mailbox to play information only and not record messages To prevent Stratagy from taking messages after the User ID s greeting plays set Store Messages to ...

Page 133: ...gs 1 999 Default 45 Busy Message Greeting caller receives when the extension is busy This value can be set by the user through the telephone unless Busy Greeting Max is set to 0 See Manage Your Mailbox in the Stratagy User Guide for more information SYS System busy greeting Stratagy advises the caller that he may hold for the extension by pressing dial another extension or leave a message by waiti...

Page 134: ...rd his her name Possible values Yes No Default Yes Saved Msg Que Whether Stratagy uses separate message lists of new and saved messages Yes Two message queues new and saved No One message queue Possible values Yes No Default Yes CAUTION Delete all messages in this mailbox before changing the number of message queues Message Order Order in which Stratagy plays back caller messages to the user FIFO ...

Page 135: ...onitor busy activity for this extension the DSS Port setting for Mailbox 223 would be 023 Important If the dss_active parameter in the install cfg file is set to false this field is disabled Possible values 0 57 1 disables feature Default 1 Use At Login Whether Stratagy plays messages at the alternate rate when a user logs in Yes Stratagy uses the alternate rate No Stratagy uses the normal rate Po...

Page 136: ...nd that you program all chains to eventually end at System Administrator User ID 999 which defaults to disconnect H and never change the User ID 999 default Stratagy by enabling you to program chains provides the flexible call routing solutions needed for many varied customer applications If you create a loop when programming Stratagy with chains of User IDs all Stratagy ports become busy and you ...

Page 137: ... User ID 200 Done chain to User ID 200 And do not program User ID 200 Done chain to User ID 201 and User ID 201 Done chain to User ID 200 etc Chain Done Instructs Stratagy where to send a caller who remains on the line after leaving a message or after listening to an announcement only User ID mailbox blank Stratagy uses the Done chain of the Company Greeting User ID generally 990 that normally poi...

Page 138: ... sharing one system For example suppose two companies share the same President Vice President and Controller and you would want them accessible to all companies but each company has a different Human Resources department that you may want to prevent caller access from one to the other Group 1 First of four groups Possible values 0 not in use 1 99 999 999 Default 1 Group 1 This is Stratagy s defaul...

Page 139: ...y the operator A special function User ID mailbox set up for customer service using menus might be defined as follows For Sales Assistance press 1 for Product Information press 2 for Service press 3 or press 0 for the operator The menu set up would look like 1 222 2 350 3 516 4 5 6 7 8 9 0 240 If the caller selects 1 Sales Assistance the call would be transferred to User ID mailbox 222 If the call...

Page 140: ...format 24 hour clock Box Saved Date mm dd yy and time hh mm the User ID mailbox was last updated Time is in military format 24 hour clock Connected Secs Number of seconds callers have been connected to the mailbox since it was created User Secs Number of seconds users have been connected to the mailbox since it was created Message Statistics Message statistics for the User ID mailbox Current Numbe...

Page 141: ...tagy successfully completed a call transfer to the extension associated with this User ID since statistics were last reset Last Transferred Date mm dd yy and time hh mm of the last transfer Time is in military format 24 hour clock Logins Number of times the mailbox user accessed the mailbox for message retrieval or other mailbox functions since statistics were last reset Last Login Last time date ...

Page 142: ...essage for this extension The following concepts are the keys to understanding how Stratagy uses Auto Scheduling records Stratagy waits for the right date time and day and then makes the specified changes The changes remain in effect until you either disable the Auto Scheduling record or another record with different options is scheduled to start If the re schedule information does not fall on a v...

Page 143: ... fields for the record highlighted in the Auto Record Summary modify Create Auto Scheduling Records Important When creating Auto Schedule records be careful that records do not overlap begin or end at the exact same time 1 In the Auto Record Summary section of the Auto Menu highlight the first available Disabled description line Note Use the PgDn and PgUp keys to move between lines 2 Press the spa...

Page 144: ... if you want to overwrite the current auto record 5 Press Y Stratagy automatically transfers the data to the description line in the Auto Scheduling Record Summary highlighted in Step 1 Disable Auto Scheduling Records 1 In the Auto Scheduling Record Summary section of the Auto Menu highlight the appropriate Enabled description line Note Use the PgDn and PgUp keys to move between lines 2 Press the ...

Page 145: ...ge 6 1 User ID User ID mailbox number Comment Notation or reminder about the functions of this mailbox Security Code Password that permits the user access to the User ID mailbox Does not display Extension Programmed dial actions Stratagy performs to transfer a call that has accessed the User ID i e Do Not Disturb is Off Includes transfer to a User ID mailbox a remote number or paging Directory Nam...

Page 146: ...the first valid day is found regardless of the values in the Frequency of Change fields To program holidays that occur on different days each year such as Thanksgiving and Labor day define the Frequency of Change fields of as 11 months and 29 days restricted to the appropriate Days of the Week And Every Month s Number of months before the change re occurs at the time defined under Change On At For...

Page 147: ...hen the record is active More specifically programmed dial actions Stratagy performs after the change occurs to transfer a call that has accessed the User ID i e Do Not Disturb is Off For example ring a different extension after hours rather than during the day Possible values include User ID mailbox telephone extension Token Programming Language Default Users Menu s Extension value for the User I...

Page 148: ...and hangs up Stratagy plays Your call is being transferred to and the name recording or the User ID of the extension where the call is being transferred Stratagy transfers the call to the new extension to transfer the call without announcement The user dials the extension to transfer the call and hangs up Stratagy asks the caller to continue to hold and transfers the call to the new extension Off ...

Page 149: ...ramming Language see Appendix B Special Greeting User ID Mailboxes and include message waiting lights beepers pagers other telephones inside extensions or outside numbers and office paging systems By using available templates predefined notification instructions fields may be defined and assigned to one or more mailboxes that require the same type of notification for example message waiting lights...

Page 150: ...plate you want using the Page Down and Page Up keys and press Enter Stratagy displays the template information in the appropriate Notify Record Options fields Access Exit the Notify Menu See Users Menu on page 6 1 for information about accessing and exiting the Users Menu Access the Notify Menu While viewing a specific User ID mailbox record press Alt N The Notify Menu displays Exit Notify Menu 1 ...

Page 151: ...you want to add a new template 6 Type Y You are asked if you want to overwrite the Notify Record 7 Type Y again Stratagy adds this Notify record to the template database overwrites the default notification template with this information and automatically transfers the data to the description line in the Notify Record Summary highlighted in Step 1 Modify Notify Records Templates Important Modifying...

Page 152: ...tify Record Summary highlighted in Step 1 Disable Notify Records Templates 1 In the Notify Record Summary area of the Notify Menu highlight the appropriate Enabled description line Note Use the PgDn and PgUp keys to move between lines 2 Press the spacebar to toggle the Notify Record Options Enabled field to NO 3 Press Alt S You are asked if you want to overwrite the current record 4 Press Y Strata...

Page 153: ...se fields must be made in the Users Menu see Users Menu on page 6 1 User ID User ID mailbox number Comment Notation or reminder about the function of the mailbox Security Code Password that permits the user access to the User ID mailbox Does not display Extension Programmed dial actions Stratagy performs to transfer a call that has accessed the User ID i e Do Not Disturb is Off Includes transfer t...

Page 154: ...To To specify 24 hours set From at 00 00 and To at 23 59 Default 00 00 To End notification time hh mm Military format 24 hour clock Always more than From To specify 24 hours set From at 00 00 and To at 23 59 Default 23 59 Notify After Number of minutes before Stratagy attempts the first notification to a user after someone leaves a new message Important If this is the only enabled Notify record us...

Page 155: ...lephone number in the Method field token R User notified when the caller s telephone number is relayed to the user s beeper display or forwarded to a voice answered telephone Notification ends when the maximum number of tries Max Times has been reached PICKUP Turn off a message waiting light after a user has retrieved messages from his mailbox Notification begins after the user picks up all new me...

Page 156: ...ations during the day or week Important Using Stratagy s User Notification option for his her User ID mailbox a user can enable or disable an existing Notify record and modify the contents of the record s Variable field Possible values blank telephone number extension Token Programming Language Default blank Method Programmed dial actions Stratagy performs to notify the user Possible values includ...

Page 157: ...on number for the corresponding User ID It may contain tokens Or it may be empty Auto s Extension Field The default value for the Auto record s Extension field is the value in the User s Extension field However it may contain tokens When the Auto record is active Stratagy uses this Extension field rather than the Users Menu s Extension field Notify s Method Field The Notify record s Method field m...

Page 158: ...In the case of the Method field Stratagy does not attempt to access a port for an outbound notification call 1 1 Plays DTMF tone 1 2 2 Plays DTMF tone 2 3 3 Plays DTMF tone 3 4 4 Plays DTMF tone 4 5 5 Plays DTMF tone 5 6 6 Plays DTMF tone 6 7 7 Plays DTMF tone 7 8 8 Plays DTMF tone 8 9 9 Plays DTMF tone 9 0 0 Plays DTMF tone 0 Plays DTMF tone Plays DTMF tone A A Plays DTMF tone A B B Plays DTMF to...

Page 159: ...ith the Y and Z tokens to control Stratagy s processing of tokens particularly in situations where Stratagy should perform an action once regardless of the number of times the tokens are attempted A message waiting light that uses the same codes to turn on the light as it does to turn off the light i e a toggle See Chapter 8 Customization Examples for details Y Y Forget event message waiting light...

Page 160: ...B2 voice board 2 B3 voice board 3 B4 voice board 4 B5 voice board 5 B6 voice board 6 Syntax B1 B2 B3 B4 B5 B6 C Replaced with the current port number Syntax C D Flash drive space remaining replaced with the value that represents the percent of free flash drive space at the time it is used Syntax D Example P D N Says plays the percentage of free flash drive space as a number E Extension field repla...

Page 161: ...t enable you to input modify retrieve and output values Upon each new call all the variables are initialized to null no defined value S0 storage token 0 S10 storage token 10 S1 storage token 1 S11 storage token 11 S2 storage token 2 S12 storage token 12 S3 storage token 3 S13 storage token 13 S4 storage token 4 S14 storage token 14 S5 storage token 5 S15 storage token 15 S6 storage token 6 S16 sto...

Page 162: ...ephone System Dial Codes that puts a caller on transfer hold Dial code to put a caller on transfer hold See Chapter 4 Configure Stratagy Syntax X Y Current date replaced with the current date mmddyyyy This is the same format used in the P token for dates Syntax Y Example P Y D Says the current date month day year Z Current time replaced with the current time in 24 hour format hhmm This is the same...

Page 163: ...299 Goes to User ID 299 H Hang up process defines the specified uid as the uid that Stratagy processes when it detects a hang up condition This is useful for performing cleanup and or exit routines when a caller hangs up Syntax H uid where uid Valid User ID I If conditional if the relationship between the first string and the second string is true then continue processing at the User ID specified ...

Page 164: ...ode Can be a variable Example KC 375 23456 Compares 23456 with the value of User ID 375 s security code If equal processes the next token Otherwise proceeds to the value defined in the Done chain KD Delete User ID mailbox message deletes the message in the specified message queue from the User ID mailbox Syntax KD msg msgq uid where msg Message number Can be a variable msgq Message queue Can be a ...

Page 165: ...K If a match is found Stratagy stores the value in field 2 of the callerid txt as S2 If no match is found the remaining values in the token string are ignored and Stratagy executes the Done chain G S2 Goes to mailbox number stored in S2 e g user ID 890 KI Position of substring in string the KI token searches string for the first occurrence of substring The result of the search is the position of t...

Page 166: ...tem or current User ID Proxy Box If not defined Stratagy uses value defined when AMIS message was addressed via the Gateway Box See Chapter 9 AMIS Networking for details Example KN 9 1 7145555555 345 9 Dials for an outside line Pauses 0 5 second 1 Dials 1 for long distance access Pauses 0 5 second 7145555555 Dials the telephone number 345 Dials the User ID KR Creates a recording if the destination...

Page 167: ... commas comma delimited Valid DOS file name Can be a variable field dBase file field name or ASCII file column number 1 is the value of the field before the comma Can be a variable value Any alphanumeric string Can contain S variables Example KV xyz dbf client abc For dBase file xyz dbf deletes the first record where the field named client contains the string abc L Switch system language immediate...

Page 168: ... the caller to press a DTMF If the caller presses 5 Stratagy immediately continues processing at the User ID specified in the Menu 5 field If the caller makes no selection Stratagy continues processing at the next token If the caller makes an invalid selection Stratagy continues processing at the Done chain N Update database record the N token enables you to update the values of a database record ...

Page 169: ...ting R G3 S5 20 G3 Plays greeting 3 Please enter the number of key systems you want to order S5 Stores the caller s entry in variable S5 20 Waits 2 seconds 20 10 2 for DTMF after playing the greeting N ORDERS DOC 5 S1 9 S2 12 S5 Searches ORDERS DOC for the first record that has the value of S1 in field 5 Replaces the current value of field 9 with S2 Replaces the current value of field 12 with S5 S...

Page 170: ...currently represented by the variable Sn where n is a number from 0 to 9 This is most effective for repeating the DTMF entered by a caller for confirmation Sn N DTMF digits currently represented by the variable Sn as a number where the range is assumed to be between 0 and 999 million Sn D DTMF digits currently represented by the variable Sn as a date where the format is assumed to be either mmddyy...

Page 171: ...ser ID 9000 records nine responses and stores the responses as one message Q G1 G2 E G3 E Stratagy groups the responses to greetings 1 and 2 as one message and the response to greeting 3 as a different message R Read DTMF from a caller the R token enables you to obtain caller information while prompting the caller with the specified recorded greeting The token plays the greeting specified for the ...

Page 172: ...Backslash the actual character Sn One of the S storage variables range 0 19 which stores any response from the serial port If omitted Stratagy does not wait for a response length Maximum number of characters to expect as input on the serial port If the maximum number of characters is received processing continues immediately with whatever characters that were received in the Sn variable If this op...

Page 173: ...ntax V file field item field Sn field Sn where file dBase file DBF or ASCII file with columns separated by commas comma delimited Valid DOS file name Can be a variable field dBase file field name or ASCII file column number 1 is the value of the field before the comma Can be a variable item An alphanumeric string Can contain S variables Sn One of the S storage variables range 0 19 Examples A calle...

Page 174: ...to answer You can use this to confirm that the paging company answered before playing DTMF to the paging company for pager notification of messages X Creates a zero length file called file Syntax X file where file Valid DOS file name Example X NEW TXT Creates zero length file NEW TXT Y Deletes file Syntax Y file where file Valid DOS file name Can be a variable Example Y OLD TXT Deletes the file OL...

Page 175: ...ter position for assigning a portion of item end Ending character position to assign when used with start Examples S1 FRENCH Gives S1 the value of FRENCH S1 FRENCH 3 5 Gives S1 the value of ENC E is the start character and C is the end character S1 S2 1 3 where S2 7530414 Extracts prefix of the telephone number in S2 the first through third number and gives S1 the value of 753 Append variables to ...

Page 176: ... to the specified file Typically you would use this with the token which reads the S variables Notes Use two backslashes to signify one backslash For example to specify the file name C STRATAGY NEW TXT use C STRATAGY NEW TXT To avoid potential simultaneous access errors within the same User ID if you read with the token write with the token Syntax file where file ASCII file with columns separated ...

Page 177: ...y Auto of some of Stratagy s capabilities Each example provides detailed information including the programming and how it works For examples that use the Token Programming Language each token is defined Note See Chapter 7 Token Programming for complete details about the Token programming language Some IVR tokens are not available for the Flash Users Menu Examples The following examples are include...

Page 178: ...atus User ID that tells the number of messages waiting in several other User IDs Program Example In the following example Message User IDs 1000 2000 3000 Status User ID 9999 To program the example For User ID 9999 define the user s record to contain How It Works For each of the three User IDs the name recording associated with the User ID plays followed by the total number of messages and number o...

Page 179: ...em code to return to a caller placed on transfer hold F To program the example 1 Customize User ID 5222 by defining the Users record and recording the greeting 2 Define the user s record to contain 3 Access the User ID mailbox via telephone Record Greeting 1 There is an important call for David How It Works When Stratagy tries to transfer a caller that has entered User ID mailbox 5222 it 1 Places ...

Page 180: ...up code 5 5 Telephone number to pick up call 240 To program the example 1 For User ID 5 Page Party define the user s record to contain 2 Access the User ID mailbox via telephone Record Greeting 1 has a call holding To pickup dial 5240 3 For User ID 500 Call Park Station define the user s record to contain Extension S0 P F 30 P U P P G1 F G 500 Suppresses normal process S0 P Remembers previous User...

Page 181: ... This sends the caller back to the original User ID 8 Stratagy performs a hookflash and calls the original station again before taking a message Second User ID There is no simple way to directly take a message without calling a second time In order to do that a second User ID must be created for each station using this feature Each of these new User ID s have To make matters more complex the user ...

Page 182: ...ions in the proper language In order for callers to always access the proper language Caller Instructions User ID you can program Stratagy to perform the following 1 If French is selected remember the language selected 2 Before playing the default Caller Instructions User ID 991 determine which language Caller Instructions User ID should play Program Example In the following example The foreign la...

Page 183: ...ks because whenever a new call is answered Stratagy initializes the S tokens to empty string Therefore if the caller never presses 1 for French the S1 is never set to the value FRENCH and control continues automatically from User ID 991 to User ID 992 Figure 8 1 shows how switching and maintaining languages works for this example When Stratagy answers the call Company Greeting User ID 990 plays an...

Page 184: ...e User ID s Done chain If invalid Stratagy processes User ID 992 which determines that French is being used S1 has the value FRENCH Stratagy then processes the French Caller Instructions User ID 981 Company Greeting User ID default is User ID 990 New Call Caller presses S1 equals FRENCH S1 does not equal FRENCH NO YES Thank you for calling our company For English please stay on the line In French ...

Page 185: ... An ASCII text file with order numbers that have been shipped One order number per line For example 11111 22222 33333 12345 SHIPDATE An ASCII text file where each line contains an order number and its ship date separated by a comma One per line For example 11111 06301999 22222 070111999 33333 07061999 12345 07121999 To program the example 1 For User ID 2000 define the user s record to contain 2 Ac...

Page 186: ...plays Your order number must be five digits Good bye 3 Stratagy determines if the order number has shipped If shipped Stratagy plays Your order was shipped on and the date of shipment If not Stratagy plays Sorry but your order has not yet shipped Please call back tomorrow For example if the caller entered order number 12345 Stratagy would play Your order was shipped on July twelfth nineteen ninety...

Page 187: ...r ID 900 s RNA chain for normal call processing User ID 980 Holiday Greeting Greeting 2 plays Toshiba is closed for the holiday DOS text file HOLIDAYS TXT lists all holiday dates Stratagy System Configuration s per Port Definitions box_grt parameter is configured to start at User ID 900 for all valid ports To program the example 1 For User ID 900 Holiday Divert define the user s record to contain ...

Page 188: ...COMP HOLIDAYS TXT 8 In the Copy To field type HOLIDAYS TXT and press Enter The file copies to the Stratagy system s drive drive C To configure the Stratagy System Use the Stratagy System Configuration option of the Stratagy Configuration Utility to modify the Per Port Definition box_grt See Chapter 4 Configure Stratagy for detailed information The following lines correspond to the number of ports ...

Page 189: ...his using Stratagy and the Strata DK Program Example In the following example User ID 800 User ID assigned to standard station port User ID 998 Direct Message default User ID 800 chains to User ID 998 To program the example For User ID 800 set the Chain RNA field to 998 To program the telephone system 1 Program a DSS key that rings a spare standard station port 2 Call forward the standard station ...

Page 190: ...different codes to turn on and off the message waiting light Program Example In the following example Code for turning on the message waiting light 63 Code for turning off the message waiting light 64 To program the example 1 For turning on the light define the Notify record to contain 2 For turning off the light define the Notify record to contain Title enter title comment for identification Type...

Page 191: ... do the following To turn on the light 1 Check if you have already turned on the light Z If you haven t continue to Step 2 2 Turn on the light and remember that you have turned it on X To turn off the light Turn off the light and forget that you had turned it on Y Program Example In the following example Code for turning on off the message waiting light 60 To program the example 1 For turning on t...

Page 192: ... you want Stratagy to notify a user of the number of new messages in his mailbox Program Example In the following example User ID 405 name recording Ken Number of new messages in User ID mailbox 405 3 To program the example Define the Notify record to contain How It Works Per the notification schedule Stratagy 1 Dials the user s telephone number 2 Waits for a voice to answer 3 Says the user s reco...

Page 193: ...ers Relays the User ID Relays the total number of messages Relays the number of new messages For this example the following displays on the pager 405 5 3 Title enter title comment for identification Type NORMAL Variable digital pager s telephone number Method 9W 4 T V W 2 P U M N 9 Dials 9 for an outside line W 4 T Waits up to 4 seconds to hear dial tone V Dials the contents of the Notify record s...

Page 194: ...m Example In the following example User ID 405 Dial 9 for an outside line The paging system uses the to designate a in the pager display To program the example Define the Notify record to contain How It Works When Stratagy receives an Urgent call for this User ID Stratagy 1 Dials the user s digital pager s telephone number 2 When the pager answers Stratagy relays the User ID For this example the f...

Page 195: ...ification schedule Stratagy 1 Dials the user s digital pager s telephone number 2 When the pager answers Relays the User ID Relays the caller s telephone number For this example the following displays on the pager 2765 5833700 Title enter title comment for identification Type RELAY Variable digital pager s telephone number Method 9W 4 T V W 2 P U R 9 Dials 9 for an outside line W 4 T Waits up to 4...

Page 196: ...e User ID Each record contains a different telephone number to call one for each of the three people who will potentially be notified To program the example 1 Define the first Notify record to contain Notify After 0 Continue Every 5 Max Times 0 2 Define the second Notify record to contain Notify After 15 Continue Every 5 Max Times 0 3 Define the third Notify record to contain Notify After 30 Conti...

Page 197: ...ou for calling Toshiba Greeting 2 plays Good morning Thank you for calling Toshiba Greeting 3 plays Good afternoon Thank you for calling Toshiba The schedules morning greeting schedule starts at 8 00 a m Monday through Friday afternoon greeting schedule starts at 12 01 p m Monday through Friday evening greeting schedule starts at 5 01 p m Monday through Thursday weekend greeting schedule starts at...

Page 198: ...2 01 12 01 p m Every Month s 0 Every Day s 1 Every Hour s 0 Every Minute s 0 Restricted To MTWTFSS YYYYYNN Extension leave blank Rings leave blank Do Not Disturb On Call Screening Off Greeting 3 Enabled Yes Change On date 08 15 98 Change At time 17 01 5 01 p m Every Month s 0 Every Day s 1 Every Hour s 0 Every Minute s 0 Restricted To MTWTFSS YYYYYNN Extension leave blank Rings leave blank Do Not ...

Page 199: ...ons If a caller accesses User ID 990 Company Greeting during the afternoon 12 01 p m to 5 01 p m Monday through Friday Stratagy 1 Plays User ID 990 s greeting 3 Company Greeting 2 Follows the User ID 990 chain to User ID 991 Caller Instructions If a caller accesses User ID 990 Company Greeting during the evenings 5 01 p m Monday through Thursday to 7 59 a m the next morning and weekends 5 01 p m F...

Page 200: ...riday To program the example Scheduling the Christmas greeting includes defining the Auto record and recording the greeting for User ID 991 1 Define the Auto record as follows 2 Access the User ID mailbox via telephone Record Greeting 4 Our offices are closed December 25th to celebrate Christmas We wish you all a happy holiday season Please call back during regular business hours How It Works When...

Page 201: ...ting assumptions are Greeting 1 plays Thank you for calling User ID 990 chains to User ID 991 The User ID 991 Caller Instructions assumptions are Thanksgiving greeting greeting 5 Start greeting time 8 01 a m Days greeting plays Thursday To program this example Scheduling the Thanksgiving greeting includes defining the Auto record and recording the greeting for User ID 991 1 Define the Auto record ...

Page 202: ...ess a different telephone number for the user on a particular day of the week time of day etc by entering the telephone number in the Auto Record s Extension field Normally Stratagy processes calls to the Users Menu Extension field however when a scheduled event occurs Stratagy processes the calls using the Auto Record s Extension field For this example assume that an employee works in a different...

Page 203: ...m the example Define the Auto record to contain How It Works For the day and time scheduled Stratagy 1 Dials the off premise location for the conference call 2 Connects the calls in a conference 3 Hangs up Extension 3 9W 2 T 5833700W 3 V F F H 3 Conference code The code varies depending upon the telephone system Pauses 0 5 second 9 Dials 9 for an outside line W 2 T Waits up to 2 seconds to hear di...

Page 204: ...Customization Examples Auto Menu Examples 8 28 Stratagy I M 06 02 ...

Page 205: ... during the transmission process Remote mailboxes whether represented by Proxy mailboxes or through Gateway mailboxes can be members of distribution groups Gateway Mailboxes Each system in the AMIS network must have a unique mailbox address called a node The only requirements for a node number is that it be one eight digits long and be unique For example the Stratagy system s Gateway mailbox at th...

Page 206: ...arding or replying to a message Second the nodes use the System Identification Number which is part of the AMIS protocol to identify themselves to each other during AMIS connections As more advanced features have been added to the DOS based Stratagy systems memory management has become a critical issue in software development Because of this TAIS TSD looks toward feature interaction as a way to cr...

Page 207: ...rs and their correct settings 1 From the Stratagy Configuration Utility screen press 2 or use the arrow keys to highlight Stratagy System Configuration and press Enter The Stratagy System Configuration Screen is split into two areas the left screen area lists the actual parameters and their values the right screen area lists context sensitive help for each parameter See Table 9 1 for a list of the...

Page 208: ... starting and set the value amis_max_node Maximum number of remote nodes Gateway and Proxy mailboxes that can be in the network If the actual number exceeds this value some nodes are inaccessible Possible values 1 256 Default 256 To enable remove the starting and set the value amis_rna Enables the ring no answer time out to be increased to enable slow answers from AMIS systems Possible values 1 9 ...

Page 209: ... route the call to hang up or another menu Example P G1 H Store Messages YES Gateway Box YES AmisSysNumberTelephone number remote node uses as identification The format including signs 1 area code telephone number Example 1 714 5551212 MTWTFSS Toggle between Y and N for days AMIS should attempt to call the remote node From Time for Stratagy to start attempting AMIS call outs To Time for Stratagy t...

Page 210: ...igns 1 area code telephone number Example 1 714 5551212 MTWTFSS Toggle between Y and N for days AMIS should attempt to call the remote node From Time for Stratagy to start attempting AMIS call outs To Time for Stratagy to stop attempting AMIS call outs Notify After Number of minutes after the message has been sent to the Gateway mailbox should Stratagy attempt to contact the remote node If this is...

Page 211: ... menu 3 The user specifies the destination address as one of the following node mailbox number if the address is a unique combination of the Gateway mailbox and destination mailbox node mailbox number if the address is not a unique combination of the Gateway mailbox and destination mailbox Proxy mailbox number if addressing the message to a Proxy mailbox where NODE up to eight digits remote mailbo...

Page 212: ...each notification task a maximum of nine messages can be transmitted The number of messages that can be stored in the Gateway mailbox is set by the system maximum If a notify task was started as the result of an urgent message being placed in the Gateway mailbox it is only allowed to deliver the urgent message to the remote node The urgent status is stripped from the message when it is sent AMIS N...

Page 213: ... AMIS node User IDs list in numerical order For field definitions see the Options Screen on page 6 8 for screen fields descriptions 4 Press Esc The Users Menu displays Access Specific User ID from AmisNodeList Screen 1 From the NodeList screen use the arrow keys to highlight the User ID 2 Press Enter The Users Menu displays with this User ID s information 4064 4670 ...

Page 214: ...AMIS Networking AmisNodeList 9 10 Stratagy I M 06 02 ...

Page 215: ...s See Chapter 11 Maintenance Upgrades and Troubleshooting for information View System User Activity You can track system and user activity on the Stratagy system by viewing the Main and Users Menus respectively Main Menu Statistics The Main Menu displays shown at right the system activity statistics The menu provides Port activity and CPU usage Number of defined User ID mailboxes Available flash d...

Page 216: ...atus Stratagy plays verbally the status information Percent of flash drive space remaining Number of ports in use System date and time See Chapter 8 Customization Examples for details Report Types You can generate a variety of reports that provide information about the Stratagy system and User ID mailboxes Log information using the Stratagy Filecopy option to import a log file into a program on an...

Page 217: ...em and User ID mailboxes Reports may be run for a specific User ID a range of User IDs or all active User IDs When you run a report Stratagy compiles information according to the report definition for the User ID mailboxes selected After running a report you can view print or save the report to a file Viewing and printing is restricted to 80 characters across outputting to a file is not restricted...

Page 218: ... 3 Calls Last 2 4 Select Save by pressing Alt S Note Only report definitions which you plan on using again should be saved 5 Enter the name and press Enter Report names may be up to eight alphanumeric characters long A Z 0 9 and are not case sensitive e g report names LISTING Listing and listing all reference the same file The Reports Menu displays 6 When you have finished with the Reports Menu pr...

Page 219: ...ort definition see Create Report Definitions on page 10 4 or load an existing definition see Load Exist Report Definition on page 10 4 The Report screen with the definition displays 2 Press Alt R 3 Type the range of User IDs you want to include in the report or leave both fields blank to access all User IDs 4 In the Reset Statistics When Done field press Enter to accept the NO default Stratagy doe...

Page 220: ... space that is needed for voice processing 1 Place a formatted standard IBM compatible 3 5 inch 1 44 MB floppy disk in drive A of the Stratagy Admin PC 2 From the Main Menu press Alt T to select the Tools option 3 Select Filecopy form the Tools Menu 4 In the Source System field where the file currently resides press F2 to display a pop up box of selections Highlight PC and press Enter 5 In the Cop...

Page 221: ...report definition Run Press Alt R to compile a report using the report definition you just created or loaded and the User ID range selected View Press Alt V to display the last report you ran Print Press Alt P to print the last report you ran File Press Alt F to output the last report you ran to a file Esc Exit Press Esc to exit the Reports Menu and return to the Main Menu Report Definition Fields...

Page 222: ...System Reports Report Menu Field Descriptions 10 8 Stratagy I M 06 02 ...

Page 223: ...like traditional hard drives The Stratagy Admin software provides the utility and diagnostic programs to maintain and monitor the Stratagy system This section discusses Tools Utility Available from the Main Menu this utility consists of procedures that Back up and restore databases and or mailbox names and greetings Upgrade Stratagy software Retrieve trace files Copy files to and from the flash me...

Page 224: ... see Chapter 4 Configure Stratagy for details Figure 11 1 Navigating the Tools Menu Tools Menu select menu item Backup Utility Stratagy System Configuration Edit Telephone Systems Dial Codes select dial codes Upgrade Stratagy Software Toshiba Plug and Play Restore Utility Edit System Integration Patterns Retrieve Trace File Filecopy Telephone System Configuration Parameters 2060 Strata DK14 Flash ...

Page 225: ...e procedures the Stratagy cannot process calls When any Backup or Restore function is selected Stratagy Admin queries the Stratagy concerning calls currently in progress If calls are in progress Stratagy Admin asks if the calls can be terminated If call termination is selected any current connection is disconnected and all ports are commanded to go off hook to prevent any further calls If call ter...

Page 226: ...ase and all names and greetings You cannot backup selective mailboxes Before the backup starts Stratagy Admin calculates the time the backup takes and displays a status message sample shown at right 5 Verify that the Stratagy Admin PC has enough available disk space to accommodate the backup file Based on the Stratagy s estimated Backup time shown on your screen use the calculations shown below to...

Page 227: ...election number A second screen displays requesting the source directory 3 The directory defaults to C VSA3 BACKUP on the Stratagy Admin PC for Flash and C VSA3 BACKUP for the IVP8 If you have the file s backed up to a different directory type over the default Press Enter Notes Restoring files from the Stratagy Admin PC s floppy disk drive is not supported Be sure to enter the complete path includ...

Page 228: ...ded that you back up any database prior to starting any upgrade procedure Loading the Stratagy Admin software can be done before after connecting the Stratagy Admin PC to the Stratagy To upgrade Stratagy system software you need the correct set of upgrade disk s CAUTION Because of possible errors that can be induced through the telephone network Toshiba advises that you perform the Upgrade Utility...

Page 229: ...om the Tools menu press 7 2 The trace file name defaults to TRACE OUT From the Retrieve Trace File screen shown at right press Enter 3 Enter the directory where you want to copy the file The default is C xxxx If you need a different directory type over the default Press Enter Be sure to enter the complete path If the directory already exists you are given the option of entering a new directory or ...

Page 230: ...d boxes executed Call Activity Log ins log outs messages received and messages retrieved Traffic Information concerning system load and possible problems caused by the load System Control flow between functions Error Abnormal conditions faults exceptions etc Threads Program processes Use the spacebar to toggle between Yes for inclusion of data or No for exclusion Main System messages and trace eve...

Page 231: ... Copy To field type the directory name if necessary and the file name Note If a directory name is not entered Filecopy assigns the destination for the file to the Stratagy or Stratagy Admin directory 7 Press Enter when finished While Stratagy copies the file a dialog status box displays shown at right When the copy is complete this status box displays shown right 8 Press any key to continue Parame...

Page 232: ...llowing diagnostic programs available in the Stratagy to assist in maintaining the integrity of the product Diagnostics Stratagy has powerful troubleshooting tools The following three files assist you in determining the source of a problem TRACE OUT logs the Stratagy s activity STRATAGY LOG contains information on how many channels ports the system started up with and the CKDB execution summary te...

Page 233: ...re the assistance of Toshiba Technical Support but before you call make sure of all the facts surrounding the problem Initial Power Up Before beginning to do any detailed troubleshooting take a moment and refer back to the installation section of this manual see Chapter 2 Installation to make sure that all the appropriate steps have been taken for a proper installation Power up the system Table 11...

Page 234: ...ord To copy the TRACE OUT file to the Stratagy Admin PC s hard drive use the Retrieve Trace File option on the Tools menu see Retrieve Trace File on page 11 7 To enable TRACE OUT 1 From the Main Menu press Alt s to select the shutdown function Stratagy asks for the password 2 Enter the password the default is Stratagy and press Enter 3 From the Shutdown Menu highlight Shutdown and Trace CURRENT Ve...

Page 235: ...dmin transmits the file to the Stratagy 5 When complete press any key to continue The system starts logging the information to the MSG LOG file The DOS prompt displays 6 Optional Restart Stratagy Admin To copy MSG LOG 1 From the Tools menu press 8 The Filecopy screen displays see page 11 9 for details 2 Using the Filecopy option copy the STRATAGY LOG file to the Stratagy Admin PC s hard drive You ...

Page 236: ...gy system software is first installed a copy of the files are automatically stored in an Archive subdirectory named Original Each time you restart the system successfully the files automatically write to an Archive subdirectory named Good thereby saving the most up to date database changes If an unsuccessful startup is detected by the program the system copies the problem files to an Archive subdi...

Page 237: ... checklists and forms to assist you in the installation of the Stratagy systems Survey Checklists Pre installation Company Survey Stratagy Pre installation Checklist Stratagy Installation Checklist Forms Users Form Auto Scheduling Form Notify Form Greeting Scripts Form Make copies as needed ...

Page 238: ...ingle line stations Number of Central Office lines Number of single line stations Auto Attendant Information Number of companies using the system Whether it is the primary answering position and how many Central Office lines will be answered by Stratagy Company greetings and instructions Menus sales service etc Voice Mail Information Number of employees requiring voice mailboxes Message waiting li...

Page 239: ...Survey See Pre installation Company Survey on page A 2 1 Conduct the Pre installation survey Determine Stratagy s Configuration and Integration See Chapter 2 Installation and Chapter 4 Configure Stratagy 1 Define Stratagy system configuration options 2 Define system integration options Customize User ID Mailboxes and Call Processing 1 Determine the company greeting 2 Determine the caller instructi...

Page 240: ...m to access the Stratagy host system 9 Access Stratagy Configure Stratagy Using the Stratagy Configuration Utility See Chapter 4 Configure Stratagy Backup Utility on page 11 3 and Restore Utility on page 11 5 1 Define Stratagy system configuration options 2 Define Stratagy integration options For a Toshiba telephone system selected the appropriate system For a non Toshiba telephone system define T...

Page 241: ...eeting Max sec Screen Calls Lock ID Call Busy Hold Store Messages Max sec Play Date Time Slow Menu Copy Message To Record Name Saved Msg Que Message Volume Guests Message Order Caller Menu Message Pending ___ Alternate Rate Use At Login Chains Groups Chain Done Group1 Chain RNA Group2 Chain Busy Group3 Chain Delay Group4 Menus 1 2 3 4 5 6 7 8 9 0 Amis Options Gateway Box AmisSysNumber Max sec Does...

Page 242: ...s minute s Restrict To M T W T F S S Next Change At Enabled Extension Rings Do Not Disturb Call Screening Greeting Change On And Every month s day s hour s minute s Restrict To M T W T F S S Next Change At Enabled Extension Rings Do Not Disturb Call Screening Greeting Change On And Every month s day s hour s minute s Restrict To M T W T F S S Next Change At Enabled Extension Rings Do Not Disturb C...

Page 243: ...ed Title Method Type Variable Notify After min Continue Every min Max Times From To M T W T F S S Enabled Title Method Type Variable Notify After min Continue Every min Max Times From To M T W T F S S Enabled Title Method Type Variable Notify After min Continue Every min Max Times From To M T W T F S S Enabled Title Method Type Variable Notify After min Continue Every min Max Times From To Copy as...

Page 244: ...Checklists Forms Greeting Scripts Form A 8 Stratagy I M 06 02 Greeting Scripts Form User ID Greeting 1 Greeting 2 Greeting 3 Greeting 4 Greeting 5 Greeting 6 Greeting 7 Copy as needed 2439 ...

Page 245: ...o define each of the special greeting mailboxes This includes recording the greetings and customizing the User ID mailbox e g using the Auto Scheduling Menu to schedule greetings You can modify these greetings and customizations as needed This appendix discusses all four greetings and how to record them Use the forms in Appendix A Checklists Forms as an aid in defining each of the special greeting...

Page 246: ...tratagy ships with these defined as User ID 990 and User ID 991 respectively You can schedule different initial greetings to play different times of the day or days of the week or even a specific day of the year See Chapter 5 How Stratagy Operates for details about how Stratagy processes incoming calls If you need to change the initial greeting defaults for specific channel ports use the Stratagy ...

Page 247: ...cess the Users Menu 2 Use the Auto Menu to schedule the greetings to play as needed For detailed information about customization see Chapter 6 Menus and Chapter 8 Customization Examples Sample Initial Greetings The following sample greetings play as a result of chaining the Company Greeting User ID mailbox 990 to the Caller Instructions User ID mailbox 991 Example 1 990 Thank you for calling compa...

Page 248: ... via telephone from Stratagy s User mode See the Stratagy User Guide for details For example Mary would translate to 6279 for access after a caller enters 411 while Jo Ann translates to 56266 When Stratagy matches a directory name after accessing 411 it plays that User ID s name recording Therefore it is important that users record their names e g Donna Smith If a user has not recorded a name Stra...

Page 249: ...ator mailbox Remind the caller to leave his her own name Remind the caller to state who the message is for State that the message will be delivered to the proper person You can record up to seven greetings that you can schedule to play as needed To record the Operator Mailbox greeting 1 Access Stratagy from your telephone using default User ID 0 and Security Code 0997 Note Change the security code...

Page 250: ...Special Greeting User ID Mailboxes Operator Mailbox Greeting B 6 Stratagy I M 06 02 ...

Page 251: ...schedule 5 10 auto scheduling menu 6 20 access exit 6 20 customization examples 8 21 field descriptions 6 23 menu options 6 21 records create 6 21 disable 6 22 how Stratagy uses 6 20 modify 6 22 options 6 24 auto_report parameter 4 15 5 18 auto_report_time parameter 4 15 5 18 automatic scheduler 5 10 5 13 automatic system recovery 11 10 11 14 B backup utility 11 3 baud1 4 parameter 4 28 before you...

Page 252: ...D to check message count 8 2 voice notification 8 16 customize user ID forms 2 4 A 1 user ID mailboxes 2 3 D databits1 4 parameter 4 28 date and time see system date and time daylight time 3 9 3 10 4 17 db_locking parameter 4 17 defaults box parameter 4 18 user ID 997 5 2 defined tokens 7 7 delete user ID mailbox 6 4 diagnostic programs Stratagy diagnostic utilities 11 12 trace 11 10 diagnostics 1...

Page 253: ...defaults parameter 4 20 user ID 996 5 2 5 14 guest users 5 14 limit 5 14 guest_defaults parameter 5 14 guest_max parameter 4 20 5 14 guest_min parameter 4 20 5 14 H hangup_supervision parameter 4 20 hard drive space 3 11 hardware determine hardware sizing 2 1 environmental considerations 2 7 front and back panel 1 4 maintenance 11 1 ports 2 1 power requirements 2 7 pre installation 2 1 serial port...

Page 254: ... bar 3 10 6 31 10 7 options 3 8 shutdown 3 6 system date and time 3 9 system information 3 11 masks 4 12 max_dl_inits parameter 4 22 max_prompt parameter 4 22 memory 1 2 menu auto scheduling 6 20 group chains screen 6 14 main 3 8 notify 6 27 options screen 6 8 users 6 1 message alternate rate 6 12 busy 6 11 continuous delete 5 15 continuous playback 5 15 copy 5 15 6 10 copy with delete 5 15 date t...

Page 255: ... screen 6 8 P pager 8 17 8 18 paging customization example 8 3 8 4 office 5 18 parameters active_hold 4 14 admin_port 4 29 adpcm_hq 4 14 5 20 adpcm_nq 4 14 5 20 adpcm_pq 4 14 5 20 advertising 4 14 5 18 amis_diskfull 9 4 amis_enabled 5 18 9 4 amis_ltm 9 4 amis_max_attemp 9 4 amis_max_node 9 4 amis_rna 9 4 area_code 9 4 area_office 4 15 auto_report 4 15 5 18 auto_report_time 5 18 baud1 4 4 28 begin_...

Page 256: ...tape_length 4 26 5 15 timestamp_forwards 4 26 tmo_2digit_menu 4 26 tmo_blank 4 26 5 18 tmo_dtmf 4 26 tmo_dtmf_login 4 26 tmo_hold 4 26 tmo_idle 4 27 tmo_menu 4 27 tmo_pickup 4 27 tmo_resume 4 27 5 16 tmo_silence 4 27 tmo_sound 4 27 trace_cap 4 27 unknown_node_action 9 4 use_pvc 4 27 user_log 4 28 parity1 4 parameter 4 28 partial_q_ok parameter 4 23 password 3 9 password parameter 4 23 pbx_type par...

Page 257: ...t down Strata DK 2 7 shut down procedure via telephone set 3 6 shutdown see system shutdown shutdown parameter 4 25 single digit menus 5 19 6 17 singular tokens 7 2 site environmental considerations 2 7 power requirements 2 7 skip_name_announce parameter 4 25 slot assignments 2 9 DSS busy lamp field 2 10 SMDI calling party identification 2 15 4 35 5 11 serial integration 4 32 connection 4 34 enabl...

Page 258: ...guration option 4 13 modify parameters 4 13 system integration patterns definitions and settings 4 10 remove 4 10 T tape_length parameter 4 26 5 15 telephone system configuration 4 5 telephone system dial codes definition settings 4 6 templates 6 28 6 31 timestamp_forwards parameter 4 26 tmo_2digit_menu parameter 4 26 tmo_blank parameter 4 26 5 18 tmo_dtmf parameter 4 26 tmo_dtmf_login parameter 4...

Page 259: ... 2 plays DTMF tone 7 2 plays DTMF tone 7 2 long pause 7 2 suppress normal process 7 2 timed break recall 7 2 0 9 plays DTMF tone 7 2 A D plays DTMF tone 7 2 E earth recall 7 2 F hookflash 7 2 H go off hook 7 3 U return to transferring user ID 7 3 X remember event 7 3 Y forget event 7 3 Z test event 7 3 tools utility 4 4 11 1 11 2 navigating menu 11 2 Toshiba DK424 4 32 Toshiba plug and play 1 3 4 ...

Page 260: ...cial greeting mailboxes B 1 status 8 2 user statistics 6 18 user_log parameter 4 28 users menu 6 1 access 6 1 customization examples 8 1 directory names 6 6 examples 8 1 exit 6 1 field descriptions 6 5 group chains screen 6 14 info status screen 6 18 menu options 6 2 message statistics 6 18 options screen 6 8 security code 6 7 user ID mailbox copy 6 3 create 6 2 delete 6 4 list amisnodelist 9 8 bo...

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