Lucent Technologies CRCS User manual

Conference Reservation and Control System
(CRCS) Release 6.0
Installation
555-027-109
Comcode 108382085
Issue 1
April 1999

Copyright© 1999 Lucent Technologies Inc.
All Rights Reserved
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Issue 1 CRCS R6.0 April 1999 iii
Contents
n Installation Overview 1
n Upgrading from a Previous Release 2
Upgrading a Single-User System 2
n Pre-Installation Requirements 5
CRCS/OpCenter and OpCenterSP Checklist 5
Fax Option 6
n Configuring the PC 7
n Connecting the PC to the MCU 9
Local Connection to MCU 9
Remote Connection to MCU 10
Connection Procedure 10
Checking the Modem Settings 12
n CRCS/OpCenter Software Installation 15
n Testing CRCS 19
Logging In to CRCS 19
Setting the Time Zone 20
Adding the MCU 21
Establishing the Communications Link 22
Uploading MCU Options 24
Running the MCU Extension Utility Program 24
Adding an Endpoint 24
Adding a Conference Template 26
Adding a Company 27
Adding a Person 27
Adding a Site 28
Editing Defaults 30
Adding a Test Conference 30
n Testing OpCenter 31
n Faxmodem Installation 32
Windows 95 32
Windows NT 4.0 32
Installing WinFax PRO 8.0 33
Saving Faxes with WinFax Log Files 37
Setting Up Reminder Faxes 37

iv Issue 1 CRCS R6.0 April 1999
Contents
n OpCenterSP Installation 38
n Testing OpCenterSP 42
n Appendix A: Modem Pooling 44
Administering Modem Pool Groups 44
3800 Series Modem Installation 48
3810 48
3820 53
3830 53
7400A Data Module Installation 54

Issue 1 CRCS R6.0 April 1999 1
Single-User
CRCS/OpCenter and
OpCenterSP Installation
Installation Overview
CRCS/OpCenter and OpCenterSP can be set up as a single-user system on a
dedicated PC connected to up to 2 Lucent Technologies MultiPoint Conferencing
Units (MCU). The CRCS/OpCenter PC can run either Microsoft® Windows NT
4.0 or Microsoft Windows 95.
The connection between the CRCS/OpCenter or the OpCenterSP PC and the
MCU can be local if the distance between the two is less than 5000 feet. The con-
nection is considered remote if the distance is greater than 5000 feet. Also, if the
CRCS/OpCenter or OpCenterSP PC is not connected to the TN754B or TN2224
on the MCU side, the connection is considered remote.
Follow the installation procedures outlined in this guide to set up and connect the
CRCS/OpCenter or the OpCenterSP PC to the MCU. This manual also includes
installation procedures for the fax option available with CRCS.

2 Issue 1 CRCS R6.0 April 1999
Upgrading from a Previous Release
Upgrading from a Previous Release
Each new release of the CRCS/OpCenter program and the MCU offers additional
features. If any endpoint already included in your previous release supports some
or all of the new enhancements, you may need to update the bandwidth, proto-
cols, and feature entries in the Conference Template, Endpoint, Site, and MCU
databases.
Beginning with release 6.0, CRCS is backward compatible with the previous
release MCU. The two MCUs controlled by CRCS do not need to be the same
release. For example, MCU1 could be release 6.0 and MCU2 could be release
5.0.47.
NOTE:
If upgrading from a release earlier than CRCS 4.2, remove all reservation
system items including link manager and command manager from the
StartUp group prior to installation.
Upgrading a Single-User System
The first consideration before upgrading from an earlier release is to make sure
your hardware and operating system meets the higher minimum requirements of
the release of CRCS/OpCenter. See "Pre-Installation Requirements" for a list of
the required hardware components, software, and operating system. Also make
sure you have the list of logins and passwords as defined.
With the proper hardware installed, use the following upgrade procedure to load
the new release of CRCS:
1. Before upgrading, you need to run the database repair program. To do so,
click Start—Programs—Lucent Technologies CRCS—Run Database
Repair. If there are any errors reported, click Start—Programs—Acces-
sories—System Tools—Scan Disk.
2. Backup the database to external media such as floppy disk, zip disk, or
tape. This database file named
crs.mdb is located in the dbase subdirec-
tory (where CRCS was previously installed). You can perform a Start—
Find to locate the file or look in your CRCS directory under the dbase
folder. It may be located on your main boot drive.
NOTE:
If you changed the name of the default directory or destination drive when
you previously installed CRCS, copy the
crs.mdb file to the dbase subdi-
rectory of the new directory before installing CRCS and readministering the
link. For example, if you name the directory
c:\crcs6x , you would need to

Upgrading a Single-User System
Issue 1 CRCS R6.0 April 1999 3
create a subdirectory named c:\crcs6x\dbase and copy the crs.mdb file into
it before installing CRCS.
3. From the MCU MT, perform an add login and change permissions to create
the crcs login, password, and permissions (see
MCU Administration for
details).
4. Insert the CRCS CD-ROM and click Start on the Windows Taskbar.
NOTE:
Make sure no other applications are running, including fax programs.
5. Click Run and use the Browse button to locate the
setup.exe file on the
CD-ROM. Click OK.
6. Follow the program prompts (see "CRCS/OpCenter Software Installation"
on page 15 for details) and when the installation is complete, choose to exit
without the automatic reboot (the No option) and shutdown your PC.
7. Power off your PC.
8. Wait a few seconds and power on the PC.
9. Login to CRCS as an administrator.
10. From the Admin menu on the Main window, select Query MCU Parame-
ters for each MCU (1and/or 2).
11. Schedule a test conference to begin immediately, verify that the conference
downloads to the MCU and record the CRCS ID #.
12. From the MCU MT, perform a list conference to verify the conference
downloaded to the MCU. If the connection is established, the upgrade is
complete. For remote connections only, continue to step 13.
13. For remote connections, you can administer when the link between CRCS
and the MCU is connected. It can be connected full time (permanent), only
when a conference data is being downloaded (on-demand), or during a
specified hours in a day (between). From the CRCS PC, administer a con-
nect time from the Admin menu on the Main window, select Run Link
Admin.
14. From the MCU Link Administration window, click the Connect Parameters
tab.
n for the on-demand option, specify the time (in minutes) that the link
should remain connected.
n for the between option, specify the time range when the link will be
connected. Also, for off-hours (those hours that fall outside the time
range) specify the time (in minutes) that the link should remain con-
nected when requested.

4 Issue 1 CRCS R6.0 April 1999
Upgrading from a Previous Release
Figure 1. MCU Link Administration window
15. The upgrade process is complete and you can begin using CRCS/
OpCenter.

CRCS/OpCenter and OpCenterSP Checklist
Issue 1 CRCS R6.0 April 1999 5
Pre-Installation Requirements
As a single-user dedicated system on a PC connected to one or two Lucent Tech-
nologies MultiPoint Conferencing Units (MCU), CRCS/OpCenter or OpCenterSP
can be set up as either local or remote.
For a local connection, the distance between the PC and MCU must be less than
5000 feet. Distances beyond 5000 feet are considered remote. Also, if the PC is
not connected to the TN754B or TN2223 on the MCU side, the connection is
remote.
CRCS/OpCenter and OpCenterSP Checklist
Hardware Requirements
The system installed for single-user CRCS/OpCenter must be dedicated for
CRCS/OpCenter use only. The following hardware components are required:
n 266 MHz Pentium II CPU with 64 MB RAM or greater recommended (mini-
mum 100 MHz Pentium with 32 MB RAM)
n 1024 by 768 pixel resolution, 256 color , and small fonts
n One 17-inch monitor (minimum 15 inch)
n 2.5 GB hard disk with a high-speed drive and local bus controller (minimum
1.2 GB)
n One 1.44 MB 3.5 inch floppy disk drive
n One 6X CD-ROM drive (minimum 4X)
n A COM1 serial port with a 25-pin connector or a 9-to-25 pin adapter, if the
COM1 port is 9 pin
n A bus mouse or a serial mouse connected to a COM serial port
n Optional laser or laser-quality printer connected to the LPT1 parallel port
and installed as the default printer
n Optional (highly recommended) backup tape or high capacity removable
disk device and appropriate software for the backup
n Slot for the fax hardware (optional)
Software Requirements
n Microsoft Windows 95 or Windows NT 4.0 workstation with Service Pack 4

6 Issue 1 CRCS R6.0 April 1999
Pre-Installation Requirements
Remote Configurations
For remote configurations where the MCU and CRCS/OpCenter or OpCenter SP
are not collocated, modem pooling is used (see "Appendix A: Modem Pooling" on
page 44). The modems must support a minimum of 9600 baud. Additional serial
ports may be required which must support non-shared interrupts.
Login and Passwords
Be sure you know the following information:
n Login, password, dialed number and COM port for each MCU
n CRCS or OpCenterSP Serial Number
n Default administrator password and agent password
n PC login and password, if applicable
Fax Option
Refer to "Faxmodem Installation" on page 32 for hardware and software require-
ments for the optional fax feature.

Fax Option
Issue 1 CRCS R6.0 April 1999 7
Configuring the PC
Regardless of whether the connection between the PC and the MCU is local or
remote, you must supply the proper adapter to connect the COM1 port to the
RS232 cable.
Configure your CRCS/OpCenter or OpCenterSP PC as follows:
Figure 2. Microsoft Windows Control Panel Settings
1. With your PC powered on, select Start—Settings—Control Panel.
2. Perform each of the following steps:
n select the Regional Setting and Keyboard to set both to English
(United States)
n set the Display by selecting Settings to 1024 by 768 pixels, 256
color, and small fonts

8 Issue 1 CRCS R6.0 April 1999
Configuring the PC
.
Figure 3. Display Properties Window
n select Modem and use the Modem Installation wizard to set the
modem COM ports. Click Add then Don’t detect my modem.
Under Manufacturers, choose Standard Modem Types. Under
Models, select Standard 9600 bps Modem. Choose the appropri-
ate COM port: Communications Port (COM 1) for the MCU 1 con-
nection and COM2 for the MCU 2 connection.
Figure 4. Install New Modem Wizard—Selecting the COM Port

Local Connection to MCU
Issue 1 CRCS R6.0 April 1999 9
Connecting the PC to the MCU
This procedure establishes the connection between the CRCS/OpCenter PC and
the data module or modem. For information about connecting the data module or
modem to the MCU, see the
MCU Installation and Test manual. To connect the
PC using the standard serial ports to the modem or data module, follow these
steps:
Local Connection to MCU
The following hardware is required for a local MCU connection:
n 8400B data module (supplied)
NOTE:
7400B data module is supported from previous releases
n M25B cable (not supplied)
n 9-pin-to-25 pin RS232 adapter (not supplied)
Figure 5. Local Connection to the MCU
MCU
8400B/7400B
PC
D8W Cord
Phone Line
To
MCU
PBX
Wall
Jack Port 1
RS232
Cable
COM 1

10 Issue 1 CRCS R6.0 April 1999
Connecting the PC to the MCU
Remote Connection to MCU
When the PC is located remotely from the MCU, the MCU’s modem pooling capa-
bility is ideal for connecting the data link needed to support CRCS/OpCenter. With
modem pooling, Hayes-compatible analog modems are used at the PC to connect
over the PTSN to the MCU. The MCU implements an external 7400A data module
combined with a 3800 modem running 9600 bps to provide conversion resources
needed to route the analog voice calls from the CRCS to the digital Netcon chan-
nels in the MCU.
There are two types of conversion resources for modem pooling. The first type, an
integrated conversion resource, is a circuit pack which emulates a Trunk Data
Module connected to a 212A-type modem. The MCU does not support the inte-
grated modem solution.
The second type, a combined conversion resource, is a separate Trunk Data
Module and modem administered as a unit. The Trunk Data Module component of
the conversion resource may be either a Modular Trunk Data Module (MTDM) or
a 7400A data module. The module connects to a digital port using Digital Commu-
nications Protocol (DCP); the 3800 modem connects to an analog port on the
TN746B.
The MCU supports the Combined Modem Pooling Solution for use in remote con-
nectivity between the MCU and the CRCS module whenever these components
are not collocated. See "Appendix A: Modem Pooling" for further installation
details.
Connection Procedure
1. Connect the COM1 port to the 8400B/7400B data module with an appropri-
ate adapter, if necessary, and an M25B (EIA-232-D) cord or equivalent. If
using modem pooling, use an analog modem instead.
2. Use an RS232 cable (M25B) with a 25-pin female connector for the CRCS
PC or server and a 25-pin male connector for the analog modem (remote
connection) or data module (local connection).
3. If your supplied cable does not have the appropriate gender connectors,
use a gender changer to make the adjustments.
4. PC ports are usually labeled with the port number and type (serial or paral-
lel), if not see your PC user manual for proper labeling. If the first serial port
is a 9-pin connector, connect a 9-pin-to-25-pin RS232 adapter (you sup-
ply).

Connection Procedure
Issue 1 CRCS R6.0 April 1999 11
Figure 6. Remote CRCS Connection to MCU (Modem Pooling)
5. Connect the female end of the RS232 cable to the male end of either an
adapter or the CRCS PC first serial port.
6. Connect the male end of the RS232 cable to the female 25-pin RS232 con-
nector on the analog modem (remote connection) or data module (local
connection).
Figure 7. Connecting the MCU to the CRCS PC
7. If you are using the 8400B data module (TN2224 required), go to step 8. If
you are using the 7400B data module, verify or change the following dip
switch settings:
n For a standalone data-only 7400B data module, set dip switch #1 to
ON (UP), if no phone is connected. All other dip switches should be
set to the OFF position (DOWN);
n If you are using a phone on a 7400B data module, set all dip
switches to the OFF position (DOWN).
8. Continue with "Checking the Modem Settings" on page 12.
Public/Private
Network Modem PC
7400A
7400A
3800
3800
RS232Analog
DCP
DCP
DS1 TN754B
TN746B Analog
Analog
RS232
Voice Grade
Data Call
TDM Bus
MCU Cross-Connect
at MDF
103A
or Wall
Jack 7400B/8400B PC
TN754B/
TN2224
B25A D8W M25B
5000 Feet

12 Issue 1 CRCS R6.0 April 1999
Connecting the PC to the MCU
Checking the Modem Settings
The last step before loading the CRCS program requires that you configure and
check the modem connection to the MCU.
1. From Microsoft Windows, select Start—Programs—Accessories—
HyperTerminal.
2. From the HyperTerminal window, click the Hypertrm.exe icon.
Figure 8. HyperTerminal Window Setting
3. Enter Test in the
Name field of the Connection Description window and
select the first icon as shown. Click the OK button.
4. Click on Connect Using and select Direct to COM1.

Checking the Modem Settings
Issue 1 CRCS R6.0 April 1999 13
5. Choose the following settings:
n Connector=Com1
n Baud Rate=9600
n Data Bits=8
n Stop Bits=1
n Parity=None
n Flow Control=None
6. Click the OK button to save the changes. If you are using the 8400B data
module, continue to step 7. For the 7400B data module, skip to step 10.
7. Type ats24=001 to set the data module for standalone operation without a
telephone.
8. Remove power from the 8400B data module for 5 seconds.
9. Reconnect power to the 8400B data module. The red LED comes on
steady.
10. Type at and press Enter. The OK prompt appears. Type atdt and the dial
number you recorded earlier. Press Enter. The login prompt appears.
Figure 9. Connection Description Window

14 Issue 1 CRCS R6.0 April 1999
Connecting the PC to the MCU
11. When the login for the MCU displays, enter the login and password
assigned by the technical center during installation to verify that you have a
working CRCS to MCU link.
12. Type logoff and exit hyperterminal. Repeat this procedure to test COM2 if
you are controlling a second MCU.
NOTE:
If the MCU login does not display, verify that the MCU recognizes that
CRCS is active (from the MT check the
Scheduler Adjunct field on the cus-
tomer-options form. It must be set to y).
13. Continue to "CRCS/OpCenter Software Installation" on page 15 to load the
CRCS/OpCenter program.

Checking the Modem Settings
Issue 1 CRCS R6.0 April 1999 15
CRCS/OpCenter Software Installation
NOTE:
If your system encounters a conflict with another application while running
setup, make sure all other Windows applications are closed before pro-
ceeding.
1. Complete the PC connections by connecting the power cord and plug,
inserting the mouse cord in an available COM port or installing the bus
mouse, and turning on the power.
Figure 10. Loading the CRCS/OpCenter Software
2. Insert the CRCS CD-ROM.
3. From the Windows desktop, click Start—Run....
4. From the Run window, click the Browse button to locate the CRCS CD-
ROM setup program or type the letter assigned to the CD-ROM driver fol-
lowed by a colon (:), a backslash (\), and the word setup.exe. For example:
g:\setup.exe would be the entry if the CRCS CD-ROM was inserted in
drive g. Click OK.
Figure 11. CRCS Setup—Entering the Location of the CRCS CD-ROM

16 Issue 1 CRCS R6.0 April 1999
CRCS/OpCenter Software Installation
5. When the CRCS/OpCenter setup wizard window appears, click Next.
6. When the product identification window appears, enter your name, com-
pany, and CRCS serial number. Click Next.
7. From the Select Components window, select to install Conference Sched-
uler and the ODBC drivers. Click Next.
Figure 12. CRCS Setup—Select Components