Amanda Amanda Portal Telephone Features User manual

Amanda Portal
Field Installation Guide
Revision 1.1
5-21-2004

i
Contents
1 Installing Telephony Board(s) and Drivers…...……………………………..1
2 Installing Amanda Portal Server Software...………………………………..2
3 Running Amanda Portal Configuration Wizard……………...……………. 4
3.1 Initializing Configuration Database…….…..………………………………………………. .4
3.2 Initializing Mailboxes……………........………………………………………………...........5
3.3 Importing Mailboxes...…………….…………………………………………………............5
3.4 Module Selection……………………………………………………………………………..6
3.5 Activating Client Connections………………………………………………………………..7
3.6 Port Type Selection…………………………………………………………………………...8
3.7 Activating Audio Boards……………………………………………………………..............9
3.8 PBX Selection………………………………………………………………………………...9
3.9 Notify Port Selection………………………………………………………………………..10
3.10 Outbound Port Selection…………………………………………………………………...11
3.11 Telephone Interface…………...…………………………………………………………...12
3.12 SMDI Selection……………………………………………………………………………12
3.13 Serial Integration Configuration…………………………………………………………...13
3.14 Activating Amanda Portal…………………………………………………………………14
4 Starting the Amanda Service for the First Time…..……………………….16
5 Installing Amanda Portal Clients………...………………………………….17
6 Logging into Amanda Portal Station……………….……………………….20
6.1 Amanda Portal Station Basics……………………………………………………................22
6.2 Creating Mailboxes……………….…………………………………………………............22
6.3 Setting up Single Digit Menus………………………………………………………............25
7 Setting Up Message Notification……………………………………………..27
7.1 The Message Notification Screen…………………………………………………………...27
7.2 Running Configure………………………………………………………………………….28
7.3 Configuring Amanda to Call a Pager………………………………………………………..29
7.4 Configuring Amanda to Call a Telephone Number…………………………………............30
7.5 Configuring Amanda to forward Voicemail to Email………………………………............31
8 Automatic Scheduling………..……………………………………….............33
8.1 To Create an Auto Scheduler Record……………………………………………………….34
8.2 Holiday Scheduling…………………………………………………………………............36
9 Incoming Call Options………………………………………………………..38
10 General Information………………………………………………………….39
11 Greetings...…………………………………………………………………….40
11.1 How to use more than 7 Greetings…………………………………………………...........41

ii
12 Message Folders………………………………………………………............43
13 Mailbox Member Lists……………………………………………………….46
13.1 Creating a Mailbox Member List…………………………………………………………46
14 Recording Greetings………………………………………………………….48
14.1 Recording Personal Greetings……………………………………………………………..48
14.2 Recording the Company Greetings………...........................................................…............48
14.3 Logging into a Mailbox……………………………………………………………............48
15 Using the Default Mailboxes…………………………………………………50
16 Using Amanda Portal’s Fax Features..……………………………………...51
16.1 Fax Mail……….. …………………………………………………………………………51
16.2 Desktop Faxing…………………………………………………………………………….53
16.3 Fax Broadcasting…………………………………………………………………………..54
16.4 Fax on Demand…………………………………………………………………………….55
17 How to Install Amanda Unified Messenger…………………………………56
18 Installation Checklist…………………………………………………………57
19 Migrating to Portal from older Amanda Products………….……………...60
20 Amanda Portal Firewall Ports……………………………………………….63
Appendix…………………………………………………………………………..64

iii
Introduction
Amanda Portal is a powerful communications platform. It can be accessed from a PBX,
the PSTN, local and wide area networks (LAN/WAN), and from the Internet with a web
browser. Amanda Portal can be connected to virtually all of the popular telephone
systems available today through either analog or digital integration.
Amanda Portal supports traditional features such as auto attendant, voicemail, and fax.
Additionally, advanced features such as web browser support (for administration and user
access), ACD support (for call queuing), speech detection, text to speech, wake-up calls
(for hotels), find me/follow me, unified messaging (integrated with Outlook), ODBC for
complex IVR systems and more.
Amanda Portal’s TUI (telephone user interface) is very similar to other Amanda family
products making the transition from older Amanda products to Amanda Portal very
smooth.
As an auto attendant and voicemail system, Amanda Portal really stands out, here’s why:
Each mailbox can be 1-16 digits and supports unlimited greetings, messages, group lists,
automatic schedule records, and notification templates.
Upgrading to Amanda Portal from [email protected]oup/Windows
Currently you can only upgrade to Amanda Portal if you are running an AMIS version of
[email protected]/Windows (version 3.05 or above). In the future upgrades from
older Amanda products such as [email protected]/DOS to Portal may be available
but not at this time. Check with Amanda technical support for more information about
upgrading to Amanda Portal.
[email protected]/Windows databases (mailboxes, greetings, messages etc.) can be
migrated to the new system saving valuable time and effort. Additionally, when
upgrading, users will already be familiar with Amanda’s telephone user interface.
For more information about upgrading from [e-mail]/Windows to
Amanda Portal see chapter 19.

1
1 Installing Telephony Board(s) and Drivers
Amanda Portal supports both Brooktrout/Rhetorex and Intel/Dialogic voice boards.
Supported Brooktrout/Rhetorex boards provide basic call handling functionality with
analog ports. While Intel/Dialogic boards can also provide the same functionality, they
can perform several additional features, such as fax and digital telephone system
integration (with certain telephone systems).
The following Brooktrout/Rhetorex boards are typically used with Amanda Portal
•Quartet (4 analog ports, ISA Bus)
•432 (4 analog ports, ISA Bus)
•Vantage PCI-4L (4 analog ports, PCI Bus)
•Vantage PCI-8L (8 analog ports, PCI Bus)
Note: All of these boards can be installed in the same system (but only 1 Quartet board
can be installed per system). Additionally, other types of Brooktrout/Rhetorex boards
may be supported. To find out if Amanda supports a specific Brooktrout board, please
contact your Amanda sales representative.
The following Intel/Dialogic boards are typically used with Amanda Portal:
•D/41 JCT-LS (4 analog ports, PCI Bus, each port can be used for voice or
fax, also supports speech processing)
•D/120 JCT-LS (12 analog ports, PCI Bus, supports up to 4 fax ports and
speech processing)
•D/42 JCT-U (4 digital ports, PCI Bus, also supports fax and speech
processing)
•D/82 JCT-U (8 digital ports, PCI Bus, also supports 2 fax resources and
speech processing)
Note: Analog systems configured for speech detection MUST use Intel/Dialogic JCT-LS
boards. Additional Intel/Dialogic boards are also supported for T1/E1 and more. To find
out if Amanda supports a specific Intel/Dialogic board, please contact your Amanda sales
representative.
Installing your Telephony Board(s)
For information on how to install your telephony board(s), please see “Installing Amanda
Portal” chapter 2 (page 3). If you don’t have a copy of this manual, it can be downloaded
from our technical support web site at www.theamandacompany.com/support under the
Amanda Portal product page. Additionally, for your convenience, you’ll find this
information in appendix 1A at the end of this document.

2
2 Installing Amanda Portal Server Software
To Install Amanda Portal Server Software, insert the Amanda Portal product CD into the
CD-ROM drive. The CD should auto-run a general installation program which will let
you select which software package(s) you want to install.
Select “Amanda Portal”, and click on the install button. This will start the installation
process as shown in figure 1.
Choose the installation drive and folder where Amanda Portal will be installed. You can
install Amanda portal wherever you like, however, it is recommended you install
Amanda Portal on the C drive in the C:\Amanda folder (as shown in figure 1).
Figure 1
Clicking next, you’ll be prompted to choose the type of installation (as shown in figure
2). For new installations choose full installation, for upgrades choose the upgrade option.
Figure 2
Clicking next, you’ll be prompted to choose a program group (as shown in figure 3), it is
recommended that you choose the default program group Amanda Server.

3
Figure 3
Clicking finish, files and folders will be installed on your hard disk. Once the installation
is completed successfully, you’ll see the following screen shown in figure 4.
Figure 4

4
3 Running Amanda Portal Configuration Wizard
The configuration wizard MUST be run to initialize, activate, any new Amanda Portal
system. To start the Configuration Wizard, click Start => Programs => Amanda Server
=> Configuration Wizard.
After starting the configuration wizard you’ll see the dialog shown in figure 5 below:
Figure 5
Click next to continue the initial configuration setup.
3.1 Initialize Configuration Database

5
Figure 6
When running the configuration wizard for the first time, click the “Initialize
Configuration Database” button. This creates the configuration databases used by
Amanda Portal. Click next to continue.
Warning: Only initialize the configuration database once. Initializing a second time will
delete any changes made to the configuration database since the first initialization.
3.2 Initializing Mailboxes
Next you’ll need to initialize the mailbox database. On a new installation, this creates all
of the default mailboxes. Click on the “Initialize Mailboxes” button as shown in figure 7.
Figure 7
Warning: Only initialize mailboxes once. Initializing mailboxes a second time after
building your mailboxes will re-initialize the mailbox database deleting all user
mailboxes, greetings, and messages defaulting the system to a new state. Click next to
continue.
3.3 Importing Mailboxes
If you’re importing a mailbox database previously built, you need to import that data into
Amanda from the “Import Mailboxes” screen (as shown in figure 8). In most cases you’ll
skip this screen (as with a new installation). Click next to continue.
Note: This feature is NOT used when upgrading from [email protected]/Windows
to Amanda Portal.

6
Figure 8
3.4 Module Selection
Select the Modules you’ll be using and have purchased. Some modules are free to use,
and come standard with the Amanda Portal system. Other modules must be purchased
separately and can only be used if activated within the product activation key for your
system. The module selection screen shown in figures 9 and 10 shows the modules
available to Amanda portal.
Figure 9

7
Standard Modules included with Amanda Portal are:
•World Wide Web (WWW) Browser Support
•Internet E-mail Support
•System Idle
•Soundcard driver
•Call Queuing (CallQueue2)
Licensed/Optional Modules include:
•ODBC connectivity
•Web Client-mode Access Module
•Speech Processing
•TCP Client
•RealSpeak Support
•LumenVox Speech Recognition
•Nuance Speech Recognition
•Contact Database Management (Power Connect)
•Call Queue Agent
Extra modules
Extra modules are unlisted modules that you can manually enter in the “Extra Modules”
field. These modules include:
•CSV (comma delimited database support)
•ACT (licensed)
•Tcl Debug
Additionally, there is the internet module included automatically for client access.
After choosing the appropriate modules, click next to continue.
3.5 Activating Client Connections
As shown in figure 10, Amanda Portal comes with 10 free client licenses. This means up
to 10 different client programs can be connected to Amanda Portal server at the same
time unless additional client licenses are purchased. If any additional client licenses were
purchased, enter the number of client licenses (as shown in figure 10).

8
Figure 10
If using ACD clients (such as CallQ Agent or Power Connect), you MUST check the box
“Allow the use of the CallQ Agent client”. Click next to continue.
3.6 Port Type Selection
Select the type of port(s) to be used with the system. Amanda Portal supports both
Brooktrout/Rhetorex and Intel/Dialogic voice boards as shown in figure 11. Select the
type of ports to be used and click next to continue.
Figure 11

9
Note: If using Dialogic GammaLink fax boards, you MUST check the box “Use
GammaLink fax boards”. Due to the new availability of Dialogic JCT boards supporting
both voice and fax in one board it is unlikely GammaLink boards will be used very much
in the future.
3.7 Activating Audio Boards
Activate the Audio Boards by setting the “Number of ports to license” to the number of
ports installed in the system (i.e. for 4 ports enter 4, 8 ports enter 8, etc). The example in
figure 12 shows that 4 Brooktrout/Rhetorex ports are being installed. After entering the
appropriate number of ports, click next to continue.
Figure 12
3.8 PBX Selection
Under the PBX selection page, choose your PBX type from the list provided (as shown in
figure 13). If you will be using SMDI integration, check the “Use SMDI” box. After
selecting your PBX type, click next to continue.

10
Figure 13
Additionally, if your telephone switch is not listed you can choose the closest possible
match and copy the parameters from that PBX type to a newly created PBX selection as
shown if figure 14.
Figure 14
3.9 Notify Port Selection
On the Notify Port Selection page, choose the port or ports to be used for message
notification. In most cases the last port is used, however, the Amanda portal system can
use multiple ports simultaneously or even all ports for message notification.

11
Figure 15
The example shown in figure 15 has Amanda configured to use the last port for message
notification. Once you’ve chosen the notify port(s) click next to continue.
3.10 Outbound Port Selection
On the Outbound Port Selection page (figure 16), choose one or more ports to be used for
outbound calling (other than notifications). If you chose port 4 in the previous selection,
you can choose port 3 to insure that both ports will be available at the same time or you
can use the same port, or even all ports! By default, the outbound port group is also used
for sending out faxes (Intel/Dialogic only).

12
Figure 16
Outbound calls are made when certain features are used such as find me/follow me,
wakeup calls, and hairpin transfers. Click next to continue.
3.11 Telephone Interface
On the Telephone Interface page, you won’t have any choice but to choose the default
selection “standard telephone interface” (as shown in figure 17), unless you’re using text
to speech or speech recognition. Click next to continue.
Figure 17

13
If using text-to-speech or speech recognition, enter the number of licenses purchased in
the fields provided. A minimum of 2 licenses must be purchased when using text-to-
speech or speech recognition. Calls to certain area codes can be blocked using the
“Outbound call toll restrictions” by defining the area codes (this is system wide, however,
it is possible to configure toll restrictions to be mailbox specific but requires additional
configuration). Click next to continue.
3.12 SMDI Selection
If your telephone system sends SMDI for integration you should have selected the “Use
SMDI” check box on the PBX selection page. When doing so, you’ll get two additional
configuration screens for SMDI. Choose the type of SMDI from the list (as shown in
figure 18). If your telephone system doesn’t send SMDI integration you will not see this
or the following screen. Skip to section 3.14.
Figure 18
Click next to continue.
3.13 Serial Integration Configuration
When using serial integration (such as SMDI) you need to configure Amanda Portal to
use that call data. Configure Amanda Portal for the same data bits, data rate, stop bits,
and parity as your telephone system. Additionally, you’ll need to tell Amanda Portal
which COM port to expect to receive data on. Enter the correct information (as shown in
figure 19). If your telephone system doesn’t send SMDI data you will not see this or the
previous screen.

14
Figure 19
Click next to continue.
3.14 Activating the Amanda Portal System
Every Amanda Portal system MUST be activated before it can be used (when a turnkey
system is purchased directly from the Amanda Company it’s activated for you). A
product activation key will be generated based on the modules licensed and the system
serial # provided by the installation wizard (as shown in figure 20). Enter the product key
provided by the sales department and click next to continue.
When building your own Amanda Portal system, the system information summary
MUST be provided to activate the system. The easiest way to do this is copy the contents
of the system information and paste it in the body of an email and send it to the sales
department for review and activation. Send the information to
[e-mail].
Note: Any modules licensed MUST be installed in order for the product activation key to
work.

15
Figure 20
The final step to completing the installation wizard is choosing to run Amanda as an
automatic service, or to configure the Amanda service to start manually (as shown figure
21). It is recommended to run Amanda as an automatic service so it will be started
automatically whenever the PC reboots (and is started before you logon to Windows).
Click finish and the installation wizard has been completed.
Figure 21

16
4 Starting the Amanda Service for the First Time
Amanda Portal server is installed as a service under Windows. In order to start or stop the
Amanda system you’ll start or stop the Amanda service. The easiest way to control the
Amanda service is using the Services control manager.
To access services go to control panel, administrative tools, services (if there isn’t a
shortcut to services on the desktop, this is a good time to create one). Once you see the
service list, start the Amanda service by selecting “Amanda”, and clicking the play button
on the player controls (as shown in figure 22). Additionally, you can also stop the
Amanda service by clicking the stop button.
Figure 22