Toshiba Strata DK PC Attendant Console User manual

Telecommunication Systems Division
May 2000
Digital Business Telephone Systems
PC Attendant Console
User Guide

Publication Information
Toshiba America Information Systems, Inc.,
Telecommunication Systems Division, reserves the right,
without prior notice, to revise this information publication for
any reason, including, but not limited to, utilization of new
advances in the state of technical arts or to simply change the
design of this document.
Further, Toshiba America Information Systems, Inc.,
Telecommunication Systems Division, also reserves the right,
without prior notice, to make such changes in equipment
design or components as engineering or manufacturing
methods may warrant.
D42-UG-PC-ATTVB
Version B.1, May 2000
Version B, November 1998
Version A, March 1997
© Copyright 2000
Toshiba America Information Systems, Inc.
Telecommunication Systems Division
All rights reserved. No part of this manual, covered by the
copyrights hereon, may be reproduced in any form or by any
means—graphic, electronic, or mechanical, including
recording, taping, photocopying, or information retrieval
systems—without express written permission of the publisher
of this material.
Strata is a registered trademark of Toshiba Corporation.
Trademarks, registered trademarks, and service marks are the
property of their respective owners.

Strata DK PC Attendant Console 5/00 i
Contents
Introduction
Organization...................................................................................................................... vii
How to Use This Guide.................................................................................................... viii
Conventions ........................................................................................................................ix
Related Documents and Media...........................................................................................xi
Chapter 1 – The Grand Tour
Function Keys......................................................................................................................2
Special Function Keys .........................................................................................................2
Numeric Keypad..................................................................................................................2
Main Screen .........................................................................................................................3
Console ID Area...............................................................................................................4
Menu Bar..........................................................................................................................4
Feature Toolbar.................................................................................................................5
Status Bar..........................................................................................................................9
Incoming Call Display......................................................................................................9
Active Call Area...............................................................................................................9
Loop-Hold Display.........................................................................................................10
User Buttons ...................................................................................................................10
DSS/BLF Station Directory............................................................................................10
Keyboard Navigation.........................................................................................................11
Mouse Navigation..............................................................................................................12
On-line Help.......................................................................................................................12

Contents
Chapter 2 - Console Controls
ii Strata DK PC Attendant Console 5/00
Chapter 2 –Console Controls
Night Transfer....................................................................................................................14
Automatic Night Transfer..................................................................................................16
Position Busy .....................................................................................................................17
Console Overflow..............................................................................................................18
Background Music Over External Speakers......................................................................19
Privacy ...............................................................................................................................19
Privacy Release..................................................................................................................20
Call Forward ......................................................................................................................20
Internal Call Forward......................................................................................................20
External Call Forward.....................................................................................................22
Call Forward Fixed.........................................................................................................23
Line Group Restrictions.....................................................................................................24
Timed Reminders...............................................................................................................25
Date and Time....................................................................................................................26
Volume Control .................................................................................................................27
Chapter 3 –Basic Calling
Incoming Calls...................................................................................................................30
Incoming Call Types.......................................................................................................31
Answered Call Options...................................................................................................32
Transferring Calls ..............................................................................................................34
Taking Notes About a Call.............................................................................................38
Using Department Search with Call Transfer.................................................................39
Voice Mail .........................................................................................................................40
Placing Calls ......................................................................................................................42
Voluntary Account Codes..................................................................................................44
Calling Options..................................................................................................................45
Setting or Cancelling Automatic Callback.....................................................................46
Busy Override and Off-Hook Call Announce (OCA)....................................................47
Dialing for Others ..............................................................................................................48
Dialing a Number for a Caller........................................................................................48
Performing Through Dialing for a User .........................................................................49
Conference Calls................................................................................................................50

Contents
Chapter 4 - Advanced Calling
Strata DK PC Attendant Console 5/00 iii
Creating a Three-way Call or Joining Two Calls...........................................................50
Adding a Station to Create a Conference Call................................................................51
Adding a CO Line to Create a Conference Call.............................................................52
Call Splitting (Split/Switch)...............................................................................................53
Trunk-to-trunk Connections...............................................................................................54
Call Supervision.................................................................................................................56
Chapter 4 –Advanced Calling
Speed Dial..........................................................................................................................58
Speed Dial Special Function Codes................................................................................59
Using Speed Dial Numbers ............................................................................................60
Paging ................................................................................................................................61
Emergency Page.................................................................................................................62
Opening Door Locks..........................................................................................................62
Using Door Phones ............................................................................................................63
Last Number Redial...........................................................................................................64
Saved Number Redial........................................................................................................65
Call Pickup.........................................................................................................................66
Call Park.............................................................................................................................67
Call Park and Page.............................................................................................................68
Auto Park/Page ..................................................................................................................70
Setting Auto Park............................................................................................................71
Abandoned Calls................................................................................................................72
Alarm Reset .......................................................................................................................73
Chapter 5 –Directory
Adding/Deleting Entries into the Directory.......................................................................76
Directory Settings ..............................................................................................................78
Directory Find.................................................................................................................79
Chapter 6 –Message Center
Taking a Message ..............................................................................................................82
Taking a Message for a Holding/Recalling Party..............................................................84
Retrieving a Message from the Message Center ............................................................85

Contents
Chapter 7 - View Menu
iv Strata DK PC Attendant Console 5/00
Message Waiting Indications Sent.....................................................................................86
Console Message Waiting Light........................................................................................88
Creating LCD Messages....................................................................................................89
Preprogrammed Messages..............................................................................................89
Sending LCD Messages..................................................................................................91
Advisory Message ..........................................................................................................93
Chapter 7 –View Menu
Tool Bar ............................................................................................................................96
Status Bar
Call Statistics...............................................................................................................96
Chapter 8 –Administration
Password ..........................................................................................................................100
Console Settings Options.................................................................................................101
Automatic Dialing ........................................................................................................101
Activate On Incoming...................................................................................................101
Multiple Attendants......................................................................................................101
Automatic Hold ............................................................................................................101
ANI Display On............................................................................................................102
Default Transfer............................................................................................................102
Changing Console Settings...........................................................................................102
Set an Account Code Length........................................................................................103
Assign a [DN] for Voice Mail and Quick Messages....................................................103
Storing Voice Mail ID codes........................................................................................104
CO Line Names................................................................................................................104
Changing CO Line and Line Group Names .................................................................104
Setting a Default Line or Line Group...........................................................................106
User Buttons.....................................................................................................................106
System Codes...................................................................................................................108
DISA Security Code.....................................................................................................108
Traveling Class Code....................................................................................................110
Toll Restriction Override Codes...................................................................................111
Verified Account Codes ...............................................................................................111

Contents
Chapter 8 - Administration
Strata DK PC Attendant Console 5/00 v
Answer Prompts...............................................................................................................112
DNIS Prompts...............................................................................................................113
Change Station User Name..............................................................................................117
Door Phone Button Labels...............................................................................................118
Door Unlock Button Labels.............................................................................................118
Paging Button Labels.......................................................................................................119
Printer Setup.....................................................................................................................120
Appendix............................................................................................................................121
Windows Operations........................................................................................................121
Windows Controls ...........................................................................................................123
Change the Screen Colors.............................................................................................123
Setup Easy Application Switching ...............................................................................123
Change the Keyboard Repeat Speed.............................................................................123
Change the Mouse Speed..............................................................................................123
Index.....................................................................................................................................127

Contents
Chapter 8 - Administration
vi Strata DK PC Attendant Console 5/00

Strata DK PC Attendant Console 5/00 vii
Introduction
This guide provides instructions for operating a Strata DK PC Attendant Console for
Microsoft®Windows®working with following Strata DK Systems. These systems
include all processors except the RCTUA, for the following:
♦DK280
♦DK424i and DK424
This guide is written assuming that you are familiar with operating a PC, mouse, and
Windows software.
Organization
This guide is divided as follows:
♦Chapter 1 – The Grand Tour includes information on the PC Attendant Console
keyboard, the Main Menu, and how to navigate through the menus and dialog
boxes. It also describes the Feature Toolbar.
♦Chapter 2 – Console Controls provides descriptions and instructions for each of
the console settings. These settings include the console mode, time and date, and
general settings affecting how calls are handled during and after your shift.
♦Chapter 3 – Basic Calling explains how to perform the most commonly-used
features, including answering, calling, and transferring calls.

Introduction
How to Use This Guide
viii Strata DK PC Attendant Console 5/00
♦Chapter 4 –Advanced Calling describes how to use more advanced features,
such as Speed Dialing, Call Parking, etc., and other features available from the
Features submenu.
♦Chapter 5 –Directory explains how to add names, phone numbers, and status
information to the directory, as well as how to access it and perform a search.
♦Chapter 6 –Message Center shows the various features available for taking
memos and sending messages and message notifications.
♦Chapter 7 –View Menu provides instructions for displaying the Toolbar and
Status Bar, viewing and printing Call Statistics.
♦Chapter 8 –Administration describes various administrative features which
affect the console’s capabilities.
♦Appendix contains instructions for setting those Windows controls which affect
the PC Attendant Console.
How to Use This Guide
We suggest that you read this entire guide and get acquainted with the on-line help
screens, described in Chapter 1 –The Grand Tour.

Introduction
Conventions
Strata DK PC Attendant Console 5/00 ix
Conventions
Some of the following conventions are omitted in our manuals when they are not used.
Conventions Description
Note Elaborates specific items or references other information.
Within some tables, general notes apply to the entire table
and numbered notes apply to specific items.
Important! Calls attention to important instructions or information.
CAUTION! Advises you that hardware, software applications, or
data could be damaged if the instructions are not
followed closely.
WARNING! Alerts you when the given task could cause personal
injury or death.
PRepresents any Directory Number button, also known as an
extension or intercom number.
[PDN] Represents any Primary Directory Number button (the
extension number for the telephone).
[SDN] Represents any Secondary appearance of a PDN. A PDN
that appears on another telephone is considered an SDN.
[PhDN] Represents any Phantom Directory Number button (an
additional DN).
$ULDO%ROG Represents telephone buttons.
Courier Shows a computer keyboard entry or screen display.
“Type” Indicates entry of a string of text.
“Press” Indicates entry of a single key. For example: Type prog
then press Enter.
Select to choose a specific keyboard or dialog box button.

Introduction
Conventions
xStrata DK PC Attendant Console 5/00
Action/Response Table
represents an icon button on the feature toolbar. When you
click on this icon, it achieves the same result as the step that
it appears next to.
Plus (+)
Shows a multiple PC keyboard or phone button entry.
Entries without spaces between them show a simultaneous
entry. Example: Esc+Enter. Entries with spaces between
them show a sequential entry. Example: # + 5.
Tilde (~) Means “through.”Example: 350 ~ 640 Hz frequency range.
➤Denotes the step in a one-step procedure.
➤Denotes a procedure.
See Figure 10
Grey words within the printed text denote cross-references.
In the electronic version of this document (Strata DK
Library CD-ROM or FYI Internet download), cross-
references appear in blue hypertext.
1. Actions you perform
appear in this column.
They can consist of
either a single step or
a series of numbered
steps.
The immediate response to the action performed
appears in this column. Addtional notes and comments
are also included.
Conventions Description

Introduction
Related Documents and Media
Strata DK PC Attendant Console 5/00 xi
Related Documents and Media
Note Some documents listed here may appear in different versions on the
CD-ROM, FYI, or in print. To find the most current version, check the
version/date in the Publication Information on the back of the document’s title
page.
The following documents and CD-ROMS can be used to reference further information
about the Strata DK systems.
♦Strata DK Programming Manual
♦Strata DK Installation & Maintenance Manual
♦Strata DK Library CD-ROM
♦Strata DK280 Installation and Maintenance Manual
For authorized users, Internet site FYI (http://fyi.tsd.toshiba.com) contains all current
Strata DK documentation and enables you to view, print, and download current
publications.

Introduction
Related Documents and Media
xii Strata DK PC Attendant Console 5/00

Strata DK PC Attendant Console 5/00 1
The Grand Tour 1
This chapter describes the PC Attendant Console keyboard, the top level menus, and
provides general instructions for navigating through the main screen and the dialog
boxes. See the figure below and the following text.
Tone
INSERT
F2 F3 F4 F5 F6 F7 F8 F9 F10 F11 F12
Join
HOME
Retrieve
Pg Up
Del
Num
Lock
7
Home
89
Pg Up
Answer
Incoming
—
/
Dial
DELETE
Split/
Switch
.
End
Conf/
Trns
Pg Dn Answer
Hold
+
Release
Enter
1
End
Ins
2
0
3
Pg Dn
456
F1
Help Vol Up Vol Dn

The Grand Tour
Function Keys
2Strata DK PC Attendant Console 5/00
Function Keys
You can use these additional function keys:
F1 for Help
F2~F9 enable you to access the bottom row of eight user buttons (as shown below).
Pressing Shift + (F2~F9) gives you access to the top row of eight user buttons. You
can also access these user buttons by clicking them with the mouse on the screen.
F11 for Volume Up
F12 for Volume Down
Special Function Keys
There are six special function keys: Voice Mail,Tone,Join,Conf/Trns,
Retrieve, and Split/Switch.
Numeric Keypad
The numeric keypad is kept in the Num Lock ON position so that it is a “hot”dial
pad. Answer Incoming, Answer/Hold, and Release keys are included on
the keypad.
Shift +
F2~F9
F2~F9

The Grand Tour
Main Screen
Strata DK PC Attendant Console 5/00 3
Main Screen
The PC Attendant Main screen (shown below) provides access to features and
information on incoming calls, calls on hold, available line groups, station status, and
displays a Directory that can be used to transfer calls quickly.
Incoming Call Display
Feature Toolbar
Menu Bar Soft Keys Console ID Area Active Call Window Loop Hold Display
Volume
Control
Buttons
Notes Field
16 User Buttons (Programmable Feature Buttons)
DSS/BLF Station Directory
Status Bar

The Grand Tour
Main Screen
4Strata DK PC Attendant Console 5/00
Console ID Area
Displays the console’s name and Primary Directory Number [PDN].
Menu Bar
The Menu Bar, shown below, contains seven “drop-down”submenus that enable you
to perform commands, access features, or configure the console. Selecting a menu
item displays a dialog box or toggles the item.
Console
Controls how the console operates, including: Night Transfer, Position Busy, Date/
Time, etc. You will probably change the console settings at the beginning and end of
your shift.
Features
Assists you in handling calls, such as Call Pickup, Page Retrieve, etc.
Directory
Where you enter names and phone numbers for the on-line directory. You can also
enter titles, departments, and schedules of individuals. The directory contains a search
feature. You can choose what information is displayed and the order in which it is
shown in the Directory Display field.
Messages
Enables you to use the Message Center for taking, retrieving, and printing messages.
You can also save them to a file for transfer to another console.
View
Provides selections for you to determine what information is viewed and how it is
displayed. Includes showing or hiding the tool bar or status line and Call Statistics.

The Grand Tour
Main Screen
Strata DK PC Attendant Console 5/00 5
Setup
All items in this menu may be password protected (optional). They pertain to console
and system administration items that should not be changed without some knowledge
of overall system operation.
Help
This provides help on Windows-related features specific on-line help for all console
operations. This is different from the on-line help for the PC Console, described on
page 12.
Feature Toolbar
The Feature Toolbar shown below provides quick access to console controls. You will
probably access these control features at the beginning and end of your shift. These
controls include setting the console for Night Transfer, turning call overflow and
background music settings ON and OFF, putting the console into position busy mode,
etc.
The Feature Toolbar displays across the top of the application window, below the
menu bar. It is grouped into four functions to make finding the feature easier. When
the mouse arrow is positioned on an icon, its callout label displays.
Console Controls FeaturesMessaging Directory

The Grand Tour
Main Screen
6Strata DK PC Attendant Console 5/00
Console Control Icons
Click To
Toggle PC Attendant Position Busy ON/OFF
Setup Night Transfer and Auto Night Transfer
Toggle the Attendant Overflow ON/OFF
Toggle the Privacy Button ON/OFF
Toggle the Background Music ON/OFF
Reset Alarm
Setup Call Forward
Toggle Call Forward Fixed ON/OFF
Set Timed Reminders
Set Line Group Restrictions and view Busy/
Idle Status