Toshiba Stratagy IVP8 Manual
June 2002
726+,%$ Telecommunication Systems Division
Stratagy Flash, IVP8
Installation and
Maintenance Manual
®
Voice Processing Systems
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.
STG-MA-FL/I8-VA
4025090
Version A, June 2002
© Copyright 2002
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.
Stratagy is a registered trademark of Toshiba America Information Systems,
Inc.
Strata is a registered trademark of Toshiba Corporation.
Trademarks, registered trademarks, and service marks are the property of
their respective owners.
Stratagy Voice Processing
General End User Information
The Stratagy Voice Processing Systems are registered in accordance
with the provisions of Part 68 of the Federal Communications
Commission’s Rules and Regulations.
FCC Requirements
Means of Connection: The Federal Communications Commission
(FCC) has established rules which permit the Stratagy systems to be
connected directly to the telephone network. Connection points are
provided by the telephone company—connections for this type of
customer-provided equipment will not be provided on coin lines.
Connections to party lines are subject to state tariffs.
Incidence of Harm: If the system is malfunctioning, it may also be
disrupting the telephone network. The system should be
disconnected until the problem can be determined and repaired. If
this is not done, the telephone company may temporarily
disconnect service. If possible, they will notify you in advance, but,
if advance notice is not practical, you will be notified as soon as
possible. You will be informed of your right to file a complaint with
the FCC.
Service or Repair: For service or repair, contact your local Toshiba
telecommunications distributor. To obtain 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 notify you in advance
to give you an opportunity to maintain uninterrupted service.
Notification of Telephone Company: Before connecting a
Stratagy system to the telephone network, the telephone company
may request the following:
♦Your telephone number.
♦FCC registration number:
Stratagy Flash: EBZUSA-25267-VM-T
Stratagy IVP8: Tested to comply with FCC standards.
♦Ringer equivalence number: 0.6B. The ringer equivalence
number (REN) is useful to determine the quantity of devices
which you may connect to your telephone line and still have
all of those devices ring when your number is called. In most
areas, but not all, the sum of the RENs of all devices connected
to one line should not exceed five (5.0B). To be certain of the
number of devices you may connect to your line, as
determined by the REN, you should contact your local
telephone company to ascertain the maximum REN for your
calling area.
♦Network connection information USOC jack required:
RJ11C, RJ14C.
Radio Frequency Interference
Warning: This equipment generates, uses, and can radiate radio
frequency energy and if not installed and used in accordance with
the manufacturer’s instruction manual, may cause interference to
radio communications. It has been tested and found to comply with
the limits for a Class A computing device pursuant to Subpart J of
Part 15 of FCC Rules, which are designed to provide reasonable
protection against such interference when operated in a commercial
environment. Operation of this equipment in a residential area is
likely to cause interference, in which case, the user, at his/her own
expense, will be required to take whatever measures may be
required to correct the interference.
This system is listed with Underwriters Laboratory.
Important Notice — Busy-hold Music
In accordance with U.S. Copyright Law, a license may be required
from the American Society of Composers, Authors and Publishers,
or other similar organization, if radio or TV broadcasts are
transmitted through the busy-hold music feature of this voice
processing system. Toshiba America Information Systems, Inc.,
hereby disclaims any liability arising out of the failure to obtain
such a license.
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Stratagy Flash Stratagy IVP8
TOSHIBA AMERICA INFORMATION SYSTEMS, INC. (“TAIS”)
Telecommunication Systems Division License Agreement
IMPORTANT: THIS LICENSE AGREEMENT (“AGREEMENT”) IS A LEGAL AGREEMENT BETWEEN YOU (“YOU”) AND TAIS. CAREFULLY READ THIS LICENSE AGREEMENT. USE OF ANY
SOFTWARE OR ANY RELATED INFORMATION (COLLECTIVELY, “SOFTWARE”) INSTALLED ON OR SHIPPED WITH A TAIS TELECOMMUNICATION SYSTEM PRODUCT OR OTHERWISE MADE
A
VAILABLE TO YOU BY TAIS IN WHATEVER FORM OR MEDIA, WILL CONSTITUTE YOUR ACCEPTANCE OF THESE TERMS, UNLESS SEPARATE TERMS ARE PROVIDED BY THE SOFTWARE
SUPPLIER. IF YOU DO NOT AGREE WITH THE TERMS OF THIS LICENSE AGREEMENT, DO NOT INSTALL, COPY OR USE THE SOFTWARE AND PROMPTLY RETURN IT TO THE LOCATION
FROM WHICH YOU OBTAINED IT IN ACCORDANCE WITH APPLICABLE RETURN POLICIES. EXCEPT AS OTHERWISE AUTHORIZED IN WRITING BY TAIS, THIS SOFTWARE IS LICENSED FOR
DISTRIBUTION ONLY TO END-USERS PURSUANT TO THIS LICENSE AGREEMENT.
1. License Grant. The Software is not sold; it is licensed upon payment of applicable charges. TAIS grants to you a personal, non-transferable and non-exclusive right to use the copy of the Software
provided under this License Agreement. You agree you will not copy the Software except as necessary to use it on one TAIS system at a time at one location. Modifying, translating, renting, copying,
distributing, transferring or assigning all or part of the Software, or any rights granted hereunder, to any other persons and removing any proprietary notices, labels or marks from the Software is strictly
prohibited; You agree violation of such restrictions will cause irreparable harm to TAIS and provide grounds for injunctive relief, without notice, against You or any other person in possession of the Software.
You and any other person whose possession of the software violates this License Agreement shall promptly surrender possession of the Software to TAIS, upon demand. Furthermore, you hereby agree not
to create derivative works based on the Software. TAIS reserves the right to terminate this license and to immediately repossess the software in the event that You or any other person violates this License
A
greement.
2. Intellectual Property. You acknowledge that no title to the intellectual property in the Software is transferred to you. You further acknowledge that title and full ownership rights to the Software will remain
the exclusive property of TAIS and/or its suppliers, and you will not acquire any rights to the Software, except the license expressly set forth above. You will not remove or change any proprietary notices
contained in or on the Software. The Software is protected under US patent, copyright, trade secret, and/or other proprietary laws, as well as international treaties. Any transfer, use, or copying of the
software in violation of the License Agreement constitutes copyright infringement. You are hereby on notice that any transfer, use, or copying of the Software in violation of this License Agreement constitutes
a willful infringement of copyright.
3. No Reverse Engineering. You agree that you will not attempt, and if you employ employees or engage contractors, you will use your best efforts to prevent your employees and contractors from
attempting to reverse compile, reverse engineer, modify, translate or disassemble the Software in whole or in part. Any failure to comply with the above or any other terms and conditions contained herein will
result in the automatic termination of this license and the reversion of the rights granted hereunder back to TAIS.
4. Limited Warranty. THE SOFTWARE IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, TAIS AND ITS SUPPLIERS
DISCLAIM ALL WARRANTIES WITH REGARD TO THE SOFTWARE, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE WARRANTY 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 UNINTERRUPTED OR ERROR-FREE. HOWEVER, TAIS WARRANTS THAT ANY MEDIA ON WHICH THE
SOFTWARE IS FURNISHED IS FREE FROM DEFECTS IN MATERIAL AND WORKMANSHIP UNDER NORMAL USE FOR A PERIOD OF NINETY (90) DAYS FROM THE DATE OF DELIVERY TO YOU.
5. Limitation Of Liability. TAIS’ ENTIRE LIABILITY AND YOUR SOLE AND EXCLUSIVE REMEDY UNDER THIS LICENSE AGREEMENT SHALL BE AT TAIS’ OPTION REPLACEMENT OF THE MEDIA OR
REFUND OF THE PRICE PAID. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL TAIS OR ITS SUPPLIERS BE LIABLE TO YOU FOR ANY CONSEQUENTIAL,
SPECIAL, INCIDENTAL OR INDIRECT DAMAGES FOR PERSONAL INJURY, LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION/DATA, OR ANY
OTHER PECUNIARY LOSS OF ANY KIND ARISING OUT OF THE USE OR INABILITY TO USE THE SOFTWARE, EVEN IF TAIS OR ITS SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF
SUCH DAMAGES. IN NO EVENT SHALL TAIS OR ITS SUPPLIERS BE LIABLE FOR ANY CLAIM BY A THIRD PARTY.
6. State/Jurisdiction Laws. SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY MAY LAST, OR
THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO SUCH LIMITATIONS OR EXCLUSIONS MAY NOT APPLY TO YOU. THIS LIMITED WARRANTY GIVES YOU
SPECIFIC RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE/JURISDICTION TO STATE/JURISDICTION.
7. Export Laws. This License Agreement involves products and/or technical data that may be controlled under the United States Export Administration Regulations and may be subject to the approval of the
United States Department of Commerce prior to export. Any export, directly or indirectly, in contravention of the United States Export Administration Regulations, or any other applicable law, regulation or
order, is prohibited.
8. Governing Law. This License Agreement will be governed by the laws of the State of California, United States of America, excluding its conflict of law provisions.
9. United States Government Restricted Rights. The Software is provided with Restricted Rights. Use, duplication, or disclosure by the United States Government, its agencies and/or instrumentalities is
subject to restrictions as set forth in subparagraph (c)(1)(ii) of The Rights in Technical Data and Computer Software Clause at DFARS 252.227-7013 (October 1988) or subparagraphs (c)(1) and (2) of the
Commercial Computer Software - Restricted Rights at 48 CFR 52.227-19, as applicable.
10. Severability. If any provision of this License Agreement shall be held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions hereof shall not in any way be
affected or impaired.
11. No Waiver. No waiver of any breach of any provision of this License Agreement shall constitute a waiver of any prior, concurrent or subsequent breach of the same or any other provisions hereof, and no
w
aiver shall be effective unless made in writing and signed by an authorized representative of the waiving party.
YOU ACKNOWLEDGE THAT YOU HAVE READ THIS LICENSE AGREEMENT AND THAT YOU UNDERSTAND ITS PROVISIONS. YOU AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS. YOU
FURTHER AGREE THAT THIS LICENSE AGREEMENT CONTAINS THE COMPLETE AND EXCLUSIVE AGREEMENT BETWEEN YOU AND TAIS AND SUPERSEDES ANY PROPOSAL OR PRIOR
A
GREEMENT, ORAL OR WRITTEN, OR ANY OTHER COMMUNICATION RELATING TO THE SUBJECT MATTER OF THIS LICENSE AGREEMENT.
Toshiba America Information Systems, Inc.
Telecommunication Systems Division
9740 Irvine Boulevard
Irvine, California 92618-1697
United States of America
TSD 081601
5932
Toshiba America Information Systems, Inc.
Telecommunication Systems Division
Limited Warranty
Toshiba America Information Systems, Inc., (“TAIS”) warrants that this voice processing equipment
(except for fuses, lamps, and other consumables) will, upon delivery by TAIS or an authorized TAIS
dealer to a retail customer in new condition, be free from defects in material and workmanship for
twenty-four (24) months after delivery. This warranty is void (a) if the equipment is used under other
than normal use and maintenance conditions, (b) if the equipment is modified or altered, unless the
modification or alteration is expressly authorized by TAIS, (c) if the equipment is subject to abuse,
neglect, lightning, electrical fault, or accident, (d) if the equipment is repaired by someone other than
TAIS or an authorized TAIS dealer, (e) if the equipment’s serial number is defaced or missing, or (f) if
the equipment is installed or used in combination or in assembly with products not supplied by TAIS
and which are not compatible or are of inferior quality, design, or performance.
Customer will, at its sole cost and expense, provide the necessary Uninterruptible Power Supply (UPS)
equipment as specified by TAIS in the Stratagy ES General Description for use with the Stratagy ES
system at all times. System failures and/or damages resulting from either not using a UPS with the
Stratagy ES or the use of a UPS not equivalent to that specified by TAIS are not covered by this
warranty.
The sole obligation of TAIS or Toshiba Corporation under this warranty, or under any other legal
obligation with respect to the equipment, is the repair or replacement by TAIS or its authorized dealer
of such 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 within the
warranty period and no later than thirty (30) days after such malfunction, whichever first occurs.
Under no circumstances will the retail customer or any user or dealer or other person be entitled to any
direct, special, indirect, consequential, or exemplary damages, for breach of contract, tort, or
otherwise. Under no circumstances will any such person be entitled to any sum greater than the
purchase price paid for the item of equipment that is malfunctioning.
To obtain service under this warranty, the retail customer must bring the malfunction of the machine to
the attention of one of TAIS’authorized dealers within the twenty-four (24) month period and no later
than thirty (30) days after such malfunction, whichever first occurs. Failure to bring the malfunction to
the attention of an authorized TAIS dealer within the prescribed time results in the customer being not
entitled to warranty service.
THERE ARE NO OTHER WARRANTIES FROM EITHER TOSHIBA AMERICA INFORMATION
SYSTEMS, INC., OR TOSHIBA CORPORATION WHICH EXTEND BEYOND THE FACE OF
THIS WARRANTY. ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THE
WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND
FITNESS FOR USE, ARE EXCLUDED.
No TAIS dealer and no person other than an officer of TAIS may extend or modify this warranty. No
such modification or extension is effective unless it is in writing and signed by the vice president and
general manager, Telecommunication Systems Division.
Before You Install Stratagy Flash with Strata CTX...
please read and complete both sides of this checklist.
This checklist only highlights important installation information. Please reference the Stratagy Installation &
Maintenance Manual for details on programming individual features, etc.
CAUTION! After making any significant program changes to the Stratagy, it is recommended the system
be properly shut down and restarted. This copies the most current database to the
C:\Stratagy\Archive\Good directory for use by the Automatic System Recovery feature (see
“Automatic System Recovery”on page 5-10 in the Stratagy Installation & Maintenance
Manual). Failure to do so could result in the loss of customer information if the system loses
power before it is properly shutdown and rebooted.
1+DQGOLQJWKH)ODVK9RLFH3URFHVVLQJ6\VWHP
Do not attempt to open the Flash enclosure. There are no field-serviceable parts inside.
Opening the Flash system voids the warranty.
❐Check the items contained in the package against the packing list. In addition to the hardware
components, you receive a copy of the Stratagy Flash Wall-Mounting Template and Instructions.
❐Inspect all equipment for damage. If equipment is missing or damaged, contact the shipping company
or your dealer sales specialist immediately.
❐Save the original shipping box for re-use when transporting system hardware. The original packing
material has been specifically designed to offer the Flash system maximum protection.
23RZHU&RQVLGHUDWLRQV
❐Always connect the 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 available (Part
Number: ON400XRA-G0).
36\VWHP$GPLQLVWUDWLRQ
Stratagy Admin Release 3 software is only supported by the Flash and cannot be used with
any Release 2 Stratagy systems.
❐Telephone Administration is available on Flash systems. A special System Administrator User ID
mailbox (User ID 999) can be used by the System Administrators to add, delete and reset user
mailboxes, add user names to the directory, reset security codes on user mailboxes, change the time on
the Stratagy system and record the system announcement and busy music.
❐Local Administration on the Flash requires a portable or desktop PC with MS DOS®6.2, Stratagy
Admin software, 5MB available hard disk space, a 3.5”1.44 floppy disk drive and 580KB free RAM.
You’ll also need a 9-pin null-modem serial cable or Toshiba SG-ADMCBL cable to connect your PC
to the Flash.
Note In order to maintain Flash system integrity, customer-supplied anti-virus software should be
resident and active on any PC that is connected to the Flash system. Refer to Stratagy
Technical Bulletin TB40-0017 for further information.
❐Remote Administration on the Flash system requires an external modem be connected to the Flash’s
COM 2 port. (See the Stratagy Installation & Maintenance Manual for installation details.)
Copyright Toshiba America Information Systems, Inc. June 2002
4,VWKH6WUDWD&7;UHDG\"
Flash is compatible with all Strata CTXs. Strata CTX needs to recognize
Flash’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 installed, the ARCS card by default
allows four circuits. Additional licenses may be required, depending upon the Strata CTX
configuration and applications.
❐Program slot in Strata CTX before installing the Stratagy. Refer to Strata CTX Programming Manual
for details.
560',&RQVLGHUDWLRQV
SMDI is required for the Call Record feature with Stratagy Release 3.3. The Strata CTX
must have a BSIS card.
❐Install and program serial card BSIS in the Strata CTX. Refer to the Strata CTX Programming Manual.
❐A serial cable must be installed between the BSIS card and the Stratagy. Toshiba’s PPTC-9 (with six-
conductor line-cord) is recommended.
❐Stratagy’s serial Port 1 is reserved for SMDI communication.
6XVWD)HZ0RUH7KLQJV
❐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 suggests that you do not write over the Stratagy Admin directory when installing a newer
version of Stratagy Admin. Always retain previous versions of the Stratagy Admin software for use
with other Flash systems.
❐Make sure you have your Stratagy I&M Manual and Strata CTX I&M and Programming Manuals on
hand for the installation. Be sure to read the instructions before installing the system.
❐Remember to back up your database after installation.
❐Remember to effectively update the Automatic System Recovery feature, you must shutdown and
restart the Flash after making important programming changes.
If you have read and completed this checklist, installation will be a breeze!
OK, let’s get started!
4011046
Before You Install Stratagy Flash with Strata DK...
please read and complete both sides of this checklist.
This checklist only highlights important installation information. Please reference the Stratagy Installation &
Maintenance Manual for details on programming individual features, etc.
CAUTION! After making any significant program changes to the Stratagy, it is recommended the system
be properly shut down and restarted. This copies the most current database to the
C:\Stratagy\Archive\Good directory for use by the Automatic System Recovery feature (see
“Automatic System Recovery” on page 5-10 in the Stratagy Installation & Maintenance
Manual). Failure to do so could result in the loss of customer information if the system loses
power before it is properly shutdown and rebooted.
1+DQGOLQJWKH)ODVK9RLFH3URFHVVLQJ6\VWHP
Do not attempt to open the Flash enclosure. There are no field-serviceable parts inside.
Opening the Flash system voids the warranty.
❐Check the items contained in the package against the packing list. In addition to the hardware
components, you receive a copy of the Stratagy Flash Wall-Mounting Template and Instructions.
❐Inspect all equipment for damage. If equipment is missing or damaged, contact the shipping company
or your dealer sales specialist immediately.
❐Save the original shipping box for re-use when transporting system hardware. The original packing
material has been specifically designed to offer the Flash system maximum protection.
23RZHU&RQVLGHUDWLRQV
❐Always connect the 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 available (Part
Number: ON400XRA-G0).
36\VWHP$GPLQLVWUDWLRQ
Stratagy Admin Release 3 software is only supported by the Flash and cannot be used with
any Release 2 Stratagy systems.
❐Telephone Administration is available on Flash systems. A special System Administrator User ID
mailbox (User ID 999) can be used by the System Administrators to add, delete and reset user
mailboxes, add user names to the directory, reset security codes on user mailboxes, change the time on
the Stratagy system and record the system announcement and busy music.
❐Local Administration on the Flash requires a portable or desktop PC with MS DOS®6.2, Stratagy
Admin software, 5MB available hard disk space, a 3.5”1.44 floppy disk drive and 580KB free RAM.
You’ll also need a 9-pin null-modem serial cable or Toshiba SG-ADMCBL cable to connect your PC
to the Flash.
Note In order to maintain Flash system integrity, customer-supplied anti-virus software should be
resident and active on any PC that is connected to the Flash system. Refer to Stratagy
Technical Bulletin TB40-0017 for further information.
❐Remote Administration on the Flash system requires an external modem be connected to the Flash’s
COM 2 port. (See the Stratagy Installation & Maintenance Manual for installation details.)
Copyright Toshiba America Information Systems, Inc. June 2002
47HOHSKRQH6\VWHP&RQILJXUDWLRQ
The Flash Voice Processing system works with all Strata®DK280/DK424/DK424i,
DK40i/DK40/DK16e/DK16, DK14/DK8 and DK24/DK56/DK96 (Release 4) systems.
❐Make sure there are enough single line (analog) station ports on the Strata DK to support the number of
Flash ports required.
❐Strata DK needs to recognize the Flash’s DTMF signaling. Make sure an RRCS is installed on the
DK424i/DK424/DK280 RCTU, a K5RCU, K5RCU2 or K4RCU3 in the DK40i/DK40/DK16e/DK16,
or CRCU in the DK24/DK56/DK96.
❐Run Program 03 and assign these code(s) where the DTMF receiver is installed:
Note When DK14/DK8 is powered on, Program 03 automatically assigns the correct code for the
QRCU.
560',&RQVLGHUDWLRQV
We recommend Simplified Message Desk Interface (SMDI) integration for optimum
performance of both the Stratagy and Strata systems.
❐The Strata DK telephone system must be equipped with a PIOU/PIOUS, RSSU, or RSIU/RSIS card for
SMDI integration.
❐Strata DK280/DK424/DK424i: SMDI is available on all processors. The A processor must have
Release 3.1 software or higher.
❐Set code 43 in Program 03 for PIOU/PIOUS/RSSU or code 49 for RSIU/RSIS.
❐A serial cable must be installed 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.
6XVWD)HZ0RUH7KLQJV
❐Be sure to change the security code of the Shutdown Mailbox User ID 983. 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 suggests that you do not write over the Stratagy Admin directory when installing a newer
version of Stratagy Admin. Always retain previous versions of the Stratagy Admin software for use
with other Flash systems.
❐Make sure you have your Stratagy I&M Manual and Strata DK I&M and Programming Manuals on
hand for the installation. Be sure to read the instructions before installing the system.
❐Remember to back up your database after installation.
❐Remember to effectively update the Automatic System Recovery feature, you must shut down and
restart the Flash after making important programming changes.
If you have read and completed this checklist, installation will be a breeze!
OK, let’s get started!
DK424i/DK424/DK280 DK40i/DK40/DK16e/DK16 DK24/DK56/DK96
Code 92, 93, or 94 for slot 00 Code 92 for slot 00 Code 92 or 93
4011027
Before You Install Stratagy IVP8 in Strata CTX...
please read and complete both sides of this checklist.
This checklist only highlights important installation information. Please reference the Stratagy Installation &
Maintenance Manual for details on programming individual features, etc.
CAUTION! After making any significant program changes to the Stratagy, it is recommended the system be
properly shut down and restarted. This copies the most current database to the
C:\Stratagy\Archive\Good directory for use by the Automatic System Recovery feature (see
“Automatic System Recovery”on page 5-10 in the Stratagy Installation & Maintenance Manual).
Failure to do so could result in the loss of customer information if the system loses power before it
is properly shutdown and rebooted.
1$UH\RXDZDUHRIWKHSUHVFULEHGKDQGOLQJSUHFDXWLRQVIRUWKH6WUDWDJ\"
Whenever handling Stratagy, always wear the anti-static wrist strap (included); keep the strap by the unit.
❐Always hold the unit by its edges. Remember that an electrostatic charge from your body, even your own
body oils can damage the Stratagy.
❐Never drop or jar the Stratagy! Care should be taken whenever handling the unit.
❐Temperature changes greater than 20°F cause condensation on Stratagy’s flash drive. If there is such a
temperature variation, wait 24 hours before installation.
❐Always keep the 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\RXKDYHHYHU\WKLQJ\RXQHHGIRUSURJUDPPLQJ6WUDWDJ\XVLQJ6WUDWDJ\
$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 Stratagy Admin software with Stratagy’s internal (soft)
2400-baud modem. No additional equipment is necessary.
...or use Toshiba’s 9600 baud SG-FMOD modem or a Hayes-compatible, 14.4 baud, V32.bis modem
connected to Stratagy’s serial Port 2. You’ll need a customer-supplied 9-pin serial cable.
3,VWKH6WUDWD&7;UHDG\"
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 installed, the ARCS card by default allows
four circuits. Additional licenses may be required, depending upon the Strata CTX configuration and
applications.
❐Program slot in Strata CTX before installing the Stratagy. Refer to Strata CTX Programming Manual for
details.
Copyright ©Toshiba America Information Systems, Inc. June 2002
4'R\RXZDQWWRDFWLYDWHWKH'66 XV\/DPSIHDWXUH"
PDKU/BDKU cards must be installed and programmed for a DSS Console.
❐Install and program the PDKU/BDKU in the Strata CTX.
❐Refer to the Strata CTX Programming Manual for DSS programming.
❐Set the dss_active parameter to TRUE.
❐Configure the DSS Port field on the User Menu –Options screen for each mailbox.
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SMDI is required for the Call Record feature with Stratagy Release 3.3/IVP8. A BSIS card must be located
close to the Stratagy.
❐Install and program serial card BSIS in the Strata CTX. Refer to the Strata CTX Programming Manual.
❐A serial cable must be installed between the BSIS card and the Stratagy. Toshiba’s PPTC-9 (with six-
conductor line-cord) is recommended.
❐Stratagy’s serial Port 1 is reserved for SMDI communication.
6:DQWWRV\QFK6WUDWDJ\V\VWHPWLPHZLWK6WUDWD&7;"
SMDI is required if the Stratagy is going to be synched with the Strata 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.
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❐Be sure to change the default password of the Shutdown Mailbox User ID 983 (see the Stratagy Installation &
Maintenance Manual).
❐Don’t forget to wear the anti-static wrist strap during handling.
❐When using an internal modem in the Stratagy Admin PC, remember that Stratagy Admin does not work with
COM 3 or 4. Do not write over the Stratagy Admin subdirectory on your remote PC when installing the newer
version of Stratagy Admin. Always retain previous versions of Admin.
❐Make sure your Strata I&M/Programming Manuals and Stratagy I&M Manuals are handy. Be sure to read
the entire instructions before installing.
❐Remember to back up your database after installation.
If you have read and completed this checklist, installation will be a breeze!
OK, let’s get started!
4011045
Before You Install Stratagy IVP8 in Strata DK...
please read and complete both sides of this checklist.
This checklist only highlights important installation information. Please reference the Stratagy Installation &
Maintenance Manual for details on programming individual features, etc.
CAUTION! After making any significant program changes to the Stratagy, it is recommended the system be
properly shut down and restarted. This copies the most current database to the
C:\Stratagy\Archive\Good directory for use by the Automatic System Recovery feature (see
“Automatic System Recovery”on page 5-10 in the Stratagy Installation & Maintenance Manual).
Failure to do so could result in the loss of customer information if the system loses power before it
is properly shutdown and rebooted.
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Whenever handling Stratagy, always wear the anti-static wrist strap (included); keep the strap by the unit.
❐Always hold the unit by its edges. Remember that an electrostatic charge from your body, even your own
body oils can damage the Stratagy.
❐Never drop or jar the Stratagy! Care should be taken whenever handling the unit.
❐Temperature changes greater than 20°F cause condensation on Stratagy’s flash drive. If there is such a
temperature variation, wait 24 hours before installation.
❐Always keep the Stratagy in its individual shipping box until it’s time to install it in the Strata DK.
❐Never transport the Stratagy inside the Strata DK.
2'R\RXKDYHHYHU\WKLQJ\RXQHHGIRUSURJUDPPLQJ6WUDWDJ\XVLQJ6WUDWDJ\
$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 Stratagy Admin software with Stratagy’s internal (soft)
2400-baud modem. No additional equipment is necessary.
...or use Toshiba’s 9600 baud SG-FMOD modem or a Hayes-compatible, 14.4 baud, V32.bis modem
connected to Stratagy’s serial Port 2. You’ll need a customer-supplied 9-pin serial cable.
3,VWKH6WUDWD'.UHDG\"
Make sure Stratagy is compatible with your Strata DK. It works with Strata DK424i/DK424/DK280 and
DK40i/DK40/DK16e/DK16 systems and DK24/DK56/DK96 with Release 4 software.
❐Always program Strata DK slot assignments before installing the Stratagy. Use these slot assignments:
❐Be sure to set the correct code in Strata DK programming for the slot where Stratagy is installed.
❐Always remember to shut down Stratagy software before powering down Strata DK (see the Stratagy
Installation & Maintenance Manual).
DK424i/DK424 DK280 (R3 or Higher) DK40i/DK40/DK16e/DK16 DK24/DK56/DK96
Use a universal slot,
starting with slot 12 or 13 (if
an RSIU is in slot 11); never
use slots 27, 28, 31, 37, 38,
47, 48, 51, 57, 58, 67, 68,
71, 77, or 78.
Use any universal slot,
starting with slot 12 (if a
PDKU or PEKU is in slot
11) or slot 13 (if an RSIU is
in slot 11); never use slots
31 or 51.
Use any expansion cabinet
slot that takes an eight-port
card (except slot 18 in the
DK40i/DK40/DK16e).
Use any slot after slot 01.
Copyright ©Toshiba America Information Systems, Inc. June 2002
4,V6WUDWD'.·V'70)WRQHGHWHFWLRQHQDEOHG"
Strata DK needs to recognize Stratagy’s DTMF signaling.
❐Make sure an RRCS is installed on the DK424i/DK424/DK280 RCTU, a K5RCU, K5RCU2 or K4RCU3 in
the DK40i/DK40/DK16e/DK16, or CRCU in the DK24/DK56/DK96.
❐Run Program 03 and assign these code(s) where the DTMF receiver is installed:
5'R\RXZDQWWRDFWLYDWHWKH'66 XV\/DPSIHDWXUH"
A PDKU card must be installed that is programmed for a DSS Console.
❐Install and program the PDKU:
DK424i/DK424/DK280: When installing the Stratagy in an odd-numbered cabinet, make sure the PDKU is
in a lower-numbered slot in the same cabinet. When installing in an even-numbered cabinet, the PDKU must
be in a lower-numbered slot in the preceding odd-numbered cabinet.
DK40i/DK40/DK16e:set slot 11 in the Base Cabinet to code 64.
DK24/DK56/DK96:the PDKU must reside in slot 01.
❐Set code 64 using Program 03 for the PDKU slot.
❐Set the dss_active parameter to TRUE.
❐Configure the DSS Port field on the User Menu –Options screen for each mailbox.
6$UH\RXJRLQJWRKDYH60',"
A PIOU/PIOUS, RSSU, or RSIU/RSIS card must be located close to the Stratagy.
❐Strata DK424i/DK424/DK280: SMDI is available on all processors. The A processor must have Release 3.1
software or higher.
❐Set code 43 in Program 03 for PIOU/PIOUS/RSSU or code 49 for RSIU/RSIS.
❐A serial cable must be installed between the PIOU/PIOUS/RSSU/RSIU card and the Stratagy. Toshiba’s
PPTC-9 (with six-conductor line cord) is recommended.
❐Stratagy’s serial Port 1 is reserved for SMDI communication.
7:DQWWRV\QFK6WUDWDJ\V\VWHPWLPHZLWK6WUDWD'."
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 console_slot_id parameters.
❐The Strata DK uses a 24-hour system clock, but does not notate a.m./p.m. on the LCD display. Because of this,
during the initial installation or when the system has been shut down for any extended time, it is necessary to
program the correct date and time in the Stratagy Main Menu, Date/Time function or via Admin mailbox.
8$OOVHW"-XVWDIHZPRUHWKLQJV
❐Be sure to change the default password of the Shutdown Mailbox User ID 983 (see the Stratagy Installation &
Maintenance Manual).
❐Don’t forget to wear the anti-static wrist strap during handling.
❐When using an internal modem in the Stratagy Admin PC, remember that Stratagy Admin does not work with
COM 3 or 4. Do not write over the Stratagy Admin subdirectory on your remote PC when installing the newer
version of Stratagy Admin. Always retain previous versions of Admin.
❐Make sure your Strata I&M/Programming Manuals and Stratagy R3 I&M Manuals are handy. Be sure to
read the entire instructions before installing.
❐Remember to back up your database after installation.
If you have read and completed this checklist, installation will be a breeze!
OK, let’s get started!
DK424i/DK424/280 DK40i/DK40/DK16e/DK16 DK24/DK56/DK96
Code 92, 93, or 94 for slot 00 Code 92 for slot 00 Code 92 or 93
4011043
Stratagy I&M 06/02 i
Contents
Introduction
Organization...........................................................................................................................................ix
Conventions.............................................................................................................................................x
Related Documents/Media.....................................................................................................................xi
All Stratagy Products.......................................................................................................................xi
Stratagy Flash, IVP8........................................................................................................................xi
Stratagy eBrochure and Advisor CD-ROM.....................................................................................xi
Chapter 1 –Overview
Installers and System Administrators...................................................................................................1-1
Installer..........................................................................................................................................1-1
System Administrator....................................................................................................................1-2
Memory................................................................................................................................................1-2
Software ...............................................................................................................................................1-2
Stratagy Flash.......................................................................................................................................1-3
Hardware .......................................................................................................................................1-3
Exclusive Flash Features ...............................................................................................................1-5
Unsupported Flash Features ..........................................................................................................1-6
Stratagy IVP8.......................................................................................................................................1-7
Hardware .......................................................................................................................................1-7
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: Program Strata.........................................................................................................................2-5
Strata CTX Systems.......................................................................................................................2-5
Strata DK Systems.........................................................................................................................2-6
Step 3: Shut Down Strata CTX/Strata DK..........................................................................................2-7
Step 4: Install Stratagy ........................................................................................................................2-7
Flash...............................................................................................................................................2-7
IVP8...............................................................................................................................................2-8
Step 5: Restart Strata CTX/Strata DK and Verify Stratagy is Functioning Properly .......................2-10
Contents
Chapter 3 – Access and Use Stratagy
ii Stratagy I&M 06/02
Step 6: Verify that Voice Playback, Basic Auto Attendant and Ports are Functioning Correctly....2-10
Step 7: Install Stratagy Admin Software (VSA.3x)..........................................................................2-11
Step 8: Connect Stratagy Admin PC to Stratagy...............................................................................2-11
Local Connection.........................................................................................................................2-12
Remote Connection .....................................................................................................................2-13
Step 9: Configure Stratagy Admin Software.....................................................................................2-14
Step 10:Access Stratagy.....................................................................................................................2-14
Step 11:Configure Stratagy................................................................................................................2-14
Step 12:Program the Mailboxes.........................................................................................................2-14
Step 13:Program the Applications .....................................................................................................2-14
%K Token....................................................................................................................................2-14
SMDI Calling Party Identification ..............................................................................................2-15
New User Tutorial Introductory Recording.................................................................................2-15
Exclusive IVP8 Tokens...............................................................................................................2-16
Step 14:Record Special Greetings......................................................................................................2-17
Step 15:Shut Down 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
Detailed Help.................................................................................................................................3-6
System Shutdown.................................................................................................................................3-6
Methods of Shutdown....................................................................................................................3-6
Main Menu Options .............................................................................................................................3-8
Change System Date and Time .....................................................................................................3-9
Daylight Saving Time....................................................................................................................3-9
IVP8 System Time.........................................................................................................................3-9
Main Menu Field Descriptions...........................................................................................................3-10
Chapter 4 –Configure Stratagy
Configuring Stratagy Admin Software ................................................................................................4-2
Tools Utility.........................................................................................................................................4-4
Toshiba Plug and Play...................................................................................................................4-4
Telephone System Configuration..................................................................................................4-5
System Integration Patterns...........................................................................................................4-9
System Configuration........................................................................................................................4-13
Modify System Configuration Parameters..................................................................................4-13
System Parameters.............................................................................................................................4-14
Contents
Chapter 5 –How Stratagy Operates
Stratagy I&M 06/02 iii
Serial Port Definition...................................................................................................................4-28
Serial Port Definition (Remote PC —Stratagy Admin) .............................................................4-29
AMIS Configuration....................................................................................................................4-29
SMDI/Serial Integration Definition.............................................................................................4-29
Per Port Definitions.....................................................................................................................4-29
Fixed Length User IDs ................................................................................................................4-30
SMDI Serial Integration.....................................................................................................................4-32
SMDI Calling Party Identification ..............................................................................................4-35
Chapter 5 –How Stratagy Operates
User IDs ...............................................................................................................................................5-1
Reserved User IDs.........................................................................................................................5-2
Call Processing Control........................................................................................................................5-3
Chains............................................................................................................................................5-3
Groups ...........................................................................................................................................5-3
Menus ............................................................................................................................................5-3
Token Programming Language.....................................................................................................5-3
User ID Mailboxes...............................................................................................................................5-4
Types of Mailboxes.......................................................................................................................5-4
Customizing Mailboxes.................................................................................................................5-4
How Stratagy 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
Extensions—Scheduled...............................................................................................................5-13
Fax Tone Detection .....................................................................................................................5-13
Future Delivery............................................................................................................................5-13
Greeting.......................................................................................................................................5-13
Greeting—Company....................................................................................................................5-13
Greeting—Port-Selectable...........................................................................................................5-14
Greeting Restart...........................................................................................................................5-14
Group Partitions—Call Blocking ................................................................................................5-14
Guest Users..................................................................................................................................5-14
Interactive Voice Response (IVR)...............................................................................................5-15
Message Continuous Delete/Playback.........................................................................................5-15
Message Copy..............................................................................................................................5-15
Message Copy with Delete..........................................................................................................5-15
Message Date and Time Control.................................................................................................5-15
Contents
Chapter 6 –Menus
iv Stratagy I&M 06/02
Message Length Control..............................................................................................................5-15
Message Notification...................................................................................................................5-16
Message Pause During Playback/Recording...............................................................................5-16
Message Playback Control ..........................................................................................................5-16
Message Purging..........................................................................................................................5-16
Message Retrieval Control ..........................................................................................................5-16
Message Speed Control...............................................................................................................5-16
Message Volume Control............................................................................................................5-16
Messages—New, Pending and Saved .........................................................................................5-17
Messages—Urgent.......................................................................................................................5-17
Multiple System Languages ........................................................................................................5-17
Name (and Extension) Control....................................................................................................5-17
Networking (AMIS) ....................................................................................................................5-18
Paging –Office............................................................................................................................5-18
Programmable Dial Actions ........................................................................................................5-18
Reports.........................................................................................................................................5-18
Ring Duration..............................................................................................................................5-18
Screen Advertisement..................................................................................................................5-18
Shared Extensions........................................................................................................................5-19
Shutdown using the Telephone 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 Mailbox..............................................................................................................................6-4
BoxList ..........................................................................................................................................6-4
AmisNodeList................................................................................................................................6-4
Users Menu Field Descriptions .....................................................................................................6-5
Options Screen...............................................................................................................................6-8
Group/Chains Screen...................................................................................................................6-14
Info/Status Screen........................................................................................................................6-18
Auto (Scheduling) Menu....................................................................................................................6-20
How Stratagy Uses Auto Scheduling Records............................................................................6-20
Access/Exit the Auto (Scheduling) Menu...................................................................................6-21
Auto Menu Options.....................................................................................................................6-21
Create Auto Scheduling Records.................................................................................................6-21
Modify Auto Scheduling Records...............................................................................................6-22
Disable Auto Scheduling Records...............................................................................................6-22
Contents
Chapter 7 –Token Programming
Stratagy I&M 06/02 v
Auto (Scheduling) Menu Field Descriptions..............................................................................6-23
Notify Menu.......................................................................................................................................6-27
How Stratagy Uses Notify Records.............................................................................................6-27
Templates.....................................................................................................................................6-28
Access/Exit the Notify Menu ......................................................................................................6-28
Notify Menu Options...................................................................................................................6-28
Create Notify Records/Templates ...............................................................................................6-29
Modify Notify Records/Templates.............................................................................................6-29
Disable Notify Records/Templates..............................................................................................6-30
Notify Menu Field Descriptions..................................................................................................6-31
Chapter 7 –Token Programming
Using the Token Programming Language ...........................................................................................7-1
Users Menu’s Extension Field.......................................................................................................7-1
Auto’s Extension Field..................................................................................................................7-1
Notify’s Method Field ...................................................................................................................7-1
Singular Tokens ...................................................................................................................................7-2
Replaced or Variable Tokens...............................................................................................................7-4
Defined Tokens....................................................................................................................................7-7
Chapter 8 –Customization Examples
Users Menu Examples..........................................................................................................................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 On and Off Codes Differ.....................................8-14
Message Waiting Light Control When Light On and Off Codes Are the Same.........................8-15
Voice Notification .......................................................................................................................8-16
Notification to a Pager.................................................................................................................8-17
Notification to a Pager on Urgent Messages Only......................................................................8-18
Relay Paging to a Pager...............................................................................................................8-19
Emergency Lists..........................................................................................................................8-20
Auto Menu Examples.........................................................................................................................8-21
Time of Day Greetings................................................................................................................8-21
Holiday Greetings—Same Day Each Year .................................................................................8-24
Holiday Greetings—Different Day Each Year............................................................................8-25
Extension Change........................................................................................................................8-26
Unsupervised Conferencing ........................................................................................................8-27
Contents
Chapter 9 –AMIS Networking
vi Stratagy I&M 06/02
Chapter 9 –AMIS Networking
AMIS Mailboxes..................................................................................................................................9-1
Gateway Mailboxes.......................................................................................................................9-1
Proxy Mailboxes............................................................................................................................9-2
AMIS Node..........................................................................................................................................9-2
System Identification Number .............................................................................................................9-3
Configuring Stratagy for AMIS...........................................................................................................9-3
Testing AMIS.......................................................................................................................................9-7
AMIS Operation...................................................................................................................................9-7
Private/Urgent Message Handling.................................................................................................9-8
Notification....................................................................................................................................9-8
AmisNodeList......................................................................................................................................9-8
Chapter 10 –System Reports
View System/User Activity................................................................................................................10-1
Main Menu Statistics...................................................................................................................10-1
Users Menu Statistics ..................................................................................................................10-2
Listen to System Activity...................................................................................................................10-2
Report Types......................................................................................................................................10-2
Log 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
Restore Utility..............................................................................................................................11-5
Upgrade Stratagy Software..........................................................................................................11-6
Retrieve Trace File ......................................................................................................................11-7
Trace Filter Setup Screen ............................................................................................................11-8
Filecopy.......................................................................................................................................11-9
Upgrading Stratagy Voice Ports.......................................................................................................11-10
Troubleshooting ...............................................................................................................................11-10
Determine Problem....................................................................................................................11-10
Initial Power Up.........................................................................................................................11-11
Stratagy Diagnostic Utilities......................................................................................................11-12
Automatic System Recovery.....................................................................................................11-14
Contents
Appendix A - Checklist/Forms
Stratagy I&M 06/02 vii
Appendix A –Checklists/Forms
Pre-installation Company Survey ....................................................................................................... A-2
Pre-installation Checklist .................................................................................................................... A-3
Installation Checklist........................................................................................................................... A-4
Users Form.......................................................................................................................................... A -5
Auto (Scheduling) Form ..................................................................................................................... A -6
Notify Form......................................................................................................................................... A -7
Greeting Scripts Form......................................................................................................................... A -8
Appendix B –Special Greeting User ID Mailboxes
R ecord Mailbox Greetings .................................................................................................................. B -1
Initial Greeting Mailboxes .................................................................................................................. B -2
Company Greeting........................................................................................................................ B -2
Caller I nstructions......................................................................................................................... B -3
Sample Initial Greetings ............................................................................................................... B -3
Directory M ailbox ............................................................................................................................... B -4
How Stratagy Maintains the Directory ......................................................................................... B -4
Directory I nstructions ................................................................................................................... B -4
Operator Mailbox Greeting................................................................................................................. B -5
Index ......................................................................................................................................................IN-1
Contents
Index
viii Stratagy I&M 06/02
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