- Business Telephone Systems | Calgary
Transcription
- Business Telephone Systems | Calgary
SERVER CONFIGURATION GUIDE version 7.0 Copyright ESNA® Technologies Inc. 30 West Beaver Creek Rd., Suite 101 Richmond Hill, ON L4B 3K1 Copyright © 2006 by ESNA Technologies. All rights reserved. Telephony Office-LinX™ enterprise edition Unified Communications Server is made available under the terms of the ESNA Technologies Inc. (E.T.I.) License Agreement without express or implied warranties of any sort, including, specifically, any warranties relating to the performance or maintenance of the program. While every effort has been made to ensure accuracy, ESNA Technologies Inc. will not be liable for technical or editorial errors or omissions contained within the System documentation. The information contained in this documentation is subject to change without notice. ESNA software and related documentation may be used only in accordance with the terms of the ESNA Technologies Inc. License Agreement and copied only to provide adequate backup protection. Software version 7.0 July 2006 Trademarks MS-DOS is a registered trademark of Microsoft Corporation. Dialogic and Gammalink are registered trademarks of Intel Corporation. Other brands and their products are trademarks or registered trademarks of their respective holders and should be noted as such. About This Guide In This Chapter . . . Overview on page 2 Contacting ESNA Technologies on page 3 Conventions on page 4 ABOUT THIS GUIDE Overview Telephony Office-LinX Server Configuration Guide This guide provides detailed information on implementing the TOLEE solution. In it you will find information on the network requirmenets, deployment recommendations for Standard and Advanced Unified Messaging, PBX requirements and server/client PC requirements among others. 2 ABOUT THIS GUIDE Contacting ESNA Technologies Telephony Office-LinX Server Configuration Guide Contact us by mail at: ESNA Technologies Inc. 30 West Beaver Creek Rd., Suite 101 Richmond Hill, ON L4B 3K1 Contact us by phone: Tel: 905-707-9700 Fax: 905-707-9170 Find us on the web at: www.esnatech.com For hardware and software support, call: Tel: 905-707-1234 Email: techsupp@ESNA.com 3 ABOUT THIS GUIDE Conventions This guide uses the following conventions to convey specific information: Telephony Office-LinX Server Configuration Guide NOTE: Contains additional information about the task you are performing. 4 HINT: Contains an alternative method of performing the task or offers a solution if you run into a problem CAUTION: Information that alerts you to potential loss of data, or damage to an application, system, or device. WARNING: Information that alerts you to potential personal injury. Table Of Contents About This Guide .......................................................................................... 1 Overview .................................................................................................................2 Contacting ESNA Technologies .............................................................................3 Conventions ............................................................................................................4 Chapter 1 - Introduction to Server Configuration ......................................... 5 What is the Telephony Office-LinX Server? ..........................................................6 Before you begin ........................................................................................................................6 Basic system maintenance .........................................................................................................6 Questions and Answers ..............................................................................................................7 Reporting problems ....................................................................................................................7 Windows Dialing Plan ............................................................................................8 Chapter 2 - Configuring the Server ............................................................. 11 Logging On to the System ....................................................................................12 Navigating the Administration Console ...............................................................13 Viewing an item’s properties ................................................................................................... 14 Using the Action dropdown .....................................................................................................14 Modifying columns ..................................................................................................................15 Selecting a language ................................................................................................................16 Displaying contact information ...............................................................................................16 Connecting to a remote server .................................................................................................17 Chapter 3 - Maintaining the Configuration Files ......................................... 19 Overview ...............................................................................................................20 Maintaining Configuration Settings ......................................................................21 Advanced settings ....................................................................................................................23 Custom Interface Settings ........................................................................................................27 Dealer Info Settings .................................................................................................................29 Device Management Configuration .........................................................................................30 Device Management settings ...................................................................................................44 Fax settings ..............................................................................................................................44 Global Parameters ....................................................................................................................47 HTTP settings ..........................................................................................................................49 IMAP Server settings ...............................................................................................................50 LDAP Synchronization settings ...............................................................................................52 Log settings ..............................................................................................................................55 POP3 Server settings ...............................................................................................................57 Remote Site Setting .................................................................................................................59 Reorg Settings ..........................................................................................................................60 Reports Settings ....................................................................................................................... 61 User Manager Settings .............................................................................................................63 Telephony Settings ..................................................................................................................66 VPIM/SMTP Settings .............................................................................................................. 68 Chapter 4 - Maintaining a PBX ................................................................... 71 Overview ...............................................................................................................72 PBX .......................................................................................................................73 The PBX screen .......................................................................................................................73 Using the toolbar buttons ......................................................................................................... 74 Adding a new PBX template ...................................................................................................74 Modifying the PBX ...............................................................................................76 Specifying General Options .....................................................................................................77 Specifying Transfer parameters ...............................................................................................85 Specifying Call parameters ...................................................................................................... 88 Specifying Disconnect parameters ...........................................................................................90 Modifying Message Light parameters .....................................................................................93 Specifying Inband parameters .................................................................................................95 Specifying the Dial Plan ...........................................................................................................98 Specifying the PBX Node ......................................................................................................103 Chapter 5 - Maintaining a Company ......................................................... 105 Overview .............................................................................................................106 Displaying summary information ..........................................................................................106 Using the toolbar buttons .......................................................................................................106 Company .............................................................................................................108 Opening a company ...............................................................................................................108 Creating a company ............................................................................................................... 108 Editing a company .................................................................................................................109 Deleting a company ...............................................................................................................109 Creating a Company ...........................................................................................111 Specifying General Options ...................................................................................................111 Specifying Advanced features ...............................................................................................114 Specifying Call Options .........................................................................................................145 Specifying Mailbox Options ..................................................................................................148 Specifying Integrated Fax Options ........................................................................................150 Specifying Passwords/Security ..............................................................................................153 Specifying Admin Broadcast Messages ................................................................................ 156 Specifying ASR .....................................................................................................................158 Specifying AMIS parameters .................................................................................................166 Specifying a company language ............................................................................................170 Specifying the C.O./ Channel Assignment ............................................................................185 Chapter 6 - Maintaining Mailboxes ........................................................... 197 Mailbox Structure ...............................................................................................199 Maintaining Organizational Units ......................................................................200 Creating an org unit ...............................................................................................................201 Maintaining Mailboxes .......................................................................................202 Opening a mailbox .................................................................................................................202 Adding a range of mailboxes .................................................................................................204 Resetting a mailbox ...............................................................................................................205 Finding a mailbox ..................................................................................................................206 Deleting a mailbox .................................................................................................................208 Mailbox Templates ................................................................................................................ 209 Toolbar buttons ......................................................................................................................210 Creating a Mailbox .............................................................................................211 Specifying General Options................................................................................................... 212 Specifying Advanced features ...............................................................................................215 Specifying Mailbox Options ..................................................................................................228 Specifying Transfer Options .................................................................................................. 230 Specifying Message Options .................................................................................................233 Specifying Notification.......................................................................................................... 236 Specifying Addresses .............................................................................................................246 Specifying IMAP properties ..................................................................................................255 Maintaining Locations ...........................................................................................................259 Adding a location ...................................................................................................................261 Setting a location schedule ....................................................................................................269 Re-routing CTI Options .........................................................................................................273 Chapter 7 - Maintaining Feature Groups ................................................... 275 Overview .............................................................................................................276 Using the toolbar buttons .......................................................................................................276 Maintaining a Feature Group ..............................................................................277 Creating a Feature Group ....................................................................................279 Specifying General Options ...................................................................................................280 Specifying Storage Options ...................................................................................................281 Specifying Notification Options ............................................................................................ 284 Specifying Transfer Options .................................................................................................. 289 Specifying Transfer Types .....................................................................................................293 Specifying Mailbox Options ..................................................................................................296 Specifying Message Options .................................................................................................299 Specifying IMAP configuration..............................................................................................301 Specifying DID Properties .....................................................................................................304 Chapter 8 - Maintaining a Remote Site ..................................................... 307 Overview .............................................................................................................308 Using the toolbar buttons .......................................................................................................308 Maintaining a Remote Site .................................................................................309 Understanding networking .....................................................................................................309 Configuring the server for networking ..................................................................................309 Adding a Remote Site .........................................................................................310 Specifying VPIM options ......................................................................................................316 Chapter 9 - Maintaining a Routing Table .................................................. 321 Overview .............................................................................................................322 Using the toolbar buttons .......................................................................................................322 Routing Tables ....................................................................................................323 Opening a routing table ..........................................................................................................323 Creating a routing destination................................................................................................ 323 Chapter 10 - Maintaining a Voice Menu ................................................... 337 Overview .............................................................................................................338 Using the toolbar buttons ....................................................................................................... 338 Voice Menu .........................................................................................................339 Creating a Voice Menu .......................................................................................340 Chapter 11 - Customizing a TUI ............................................................... 355 Overview .............................................................................................................356 Using the toolbar buttons ....................................................................................................... 356 Creating a Customized TUI ................................................................................357 Actions ................................................................................................................364 Chapter 12 - Performing Supervisor Functions ......................................... 375 Overview .............................................................................................................376 Supervisor Menu .................................................................................................377 Chapter 13 - IMAP TSE Gateway Setup ................................................... 385 Overview .............................................................................................................386 Operation Requirements .....................................................................................388 Data flow ................................................................................................................................388 Integrating the IMAP TSE Gateway ...................................................................398 (1) Confirm usernames and passwords on the IMAP server .................................................398 (2) Configure mailboxes and/or feature groups .....................................................................398 IMAP TSE Gateway with Lotus Notes ...............................................................410 Configuring IPSec ...............................................................................................412 The Security Policy MMC .....................................................................................................413 IMAP TSE and Exchange Transaction Logs ......................................................420 What are transaction logs? ..................................................................................................... 420 The IMAPTSE and your Exchange transaction logs .............................................................422 Support for Exchange 2003 on the Server or Client ...........................................424 Chapter 14 - Optional Modules ................................................................. 429 LDAP Import Utility ...........................................................................................430 Importing Directory users into the TOL system (with AD snap-In) .....................................433 Importing Directory users into the system (without AD snap-in) .........................................447 Web Report .........................................................................................................465 Starting Web Report ..............................................................................................................465 Creating a Reports Template .................................................................................................467 System Activity ......................................................................................................................483 WAP ....................................................................................................................495 Introduction to WAP ..............................................................................................................495 Benefits of WAP .....................................................................................................................496 Wireless Application Protocol (WAP) ..................................................................................497 Telephony Office-LinX requirements for WAP ....................................................................499 Customizing the URL for WAP content ................................................................................499 Creating a Custom MMC Snap-In ......................................................................500 Appendix A - Voice Menu: DTMF Key Parameters ................................. 505 Actions ................................................................................................................506 Appendix B - Customize TUI: DTMF Key Parameters ............................ 521 Actions ................................................................................................................522 Appendix C - Worksheets .......................................................................... 527 Worksheets ..........................................................................................................528 Transfer Parameters ...............................................................................................................528 Message Light Parameters .....................................................................................................529 Paging Parameters ..................................................................................................................530 Call Options Parameters ........................................................................................................530 Feature Group Parameters .....................................................................................................530 Inband Signaling Parameters .................................................................................................531 User Directory ........................................................................................................................533 Business Hours ......................................................................................................................534 Company Greetings Script .....................................................................................................535 Appendix D - IVR ActiveX ....................................................................... 539 Overview .............................................................................................................540 How it works ..........................................................................................................................540 What you need to do ..............................................................................................................540 Private functions ....................................................................................................................541 Public interface of the ActiveX Object exposed to TOL....................................................... 554 Protected (Friend) Functions .................................................................................................557 Example Applications (& Code Samples) .............................................................................574 Input Validation .....................................................................................................................576 Pharmacy Dictation ................................................................................................................582 Appendix E - User Dictionary ................................................................... 591 User Dictionary ...................................................................................................592 User Dictionary ......................................................................................................................592 Appendix F - CTI Configuration ............................................................... 595 CTI Configuration ...............................................................................................596 Iwatsu .....................................................................................................................................597 3Com TAPI ............................................................................................................................600 Telectronics ............................................................................................................................603 ITT 3100 ................................................................................................................................604 Appendix G - soft fax ................................................................................ 605 Introduction .........................................................................................................606 Requirements .........................................................................................................................606 Specifications .........................................................................................................................606 Configuration ......................................................................................................608 Appendix H - UC Utility Manager ............................................................ 611 Introduction .........................................................................................................612 UC Utility Manager ............................................................................................613 Options ...................................................................................................................................614 UC Services view ...................................................................................................................615 Versions ................................................................................................................................. 616 Configuring DCOM ...............................................................................................................617 UC logs and folder .................................................................................................................618 Registration ............................................................................................................................620 Appendix I - Web Client Preparations ...................................................... 623 Overview .............................................................................................................624 Preparations ........................................................................................................625 Configuring your browser ......................................................................................................625 Java Plug-In ...........................................................................................................................626 Permissions ............................................................................................................................629 Getting Started .......................................................................................................................630 Appendix J - Domain Name System (DNS) .............................................. 637 Introduction .........................................................................................................638 DNS Auto Discovery Configuration ...................................................................639 Appendix K - Print Server & Fax Jobs ...................................................... 645 Print Server .........................................................................................................646 Fax Jobs ..............................................................................................................648 Appendix L - Push Install .......................................................................... 651 Overview .............................................................................................................652 Setting Up a Push Install for UC Client Manager ..............................................653 To create a transform: ............................................................................................................654 Appendix M - System Prompts ................................................................. 663 1 Introduction to Server Configuration In This Chapter . . . What is the Telephony Office-LinX Server? on page 16 CHAPTER 1 - INTRODUCTION TO SERVER CONFIGURATION 1 What is the Telephony Office-LinX Server? Telephony Office-LinX Server Configuration Guide The Telephony Office-LinX enterprise edition unified communications server is a voice processing system that functions with an organization’s existing telephone system to enhance its overall telecommunications environment. 16 Telephony Office-LinX acts as a unified messaging solution offering call and voice messaging control from the user's desktop PC. System Administrative functions may also be performed either by using a touchtone telephone or the Windows interface from the Voice Mail server. Before you begin The Supervisor plays a key role in the everyday operation of the Telephony Office-LinX server. It is important that the Supervisor understands the basics of how Telephony Office-LinX operates. The Supervisor should be familiar with all features available to users and completely understand the User Guide before covering the material in this manual. Basic system maintenance The Supervisor performs a key role in the operation of the Telephony Office-LinX system. The following are some examples of the basic duties as a Supervisor: • Add a new user to the Telephony Office-LinX system • Generate reports showing basic system administration such as call counts, port use, message counts • Understand how to record the system greetings CHAPTER 1 - INTRODUCTION TO SERVER CONFIGURATION 1 Questions and Answers Telephony Office-LinX Server Configuration Guide The Supervisor is responsible for answering questions from users and having a working knowledge of how the system operates. The Supervisor will also help new or inexperienced users become accustomed to using the system. Resources can be found in a variety of locations, including the following documents: • Server Installation Guide • Server Configuration Guide • Client Application Installation and User Guide • Telephone User Guide Reporting problems In the event that a user or caller reports a problem with the system, the Supervisor and/or the vendor's technical personnel work to determine the cause of, and the solution to, the problem. Problems may be a result of one or more of the following: • User error • Insufficient training • Incorrect system configuration • Faulty hardware • Faulty software The Supervisor plays a central role in separating those issues that can be addressed from within the organization (for example, training or user error), and those issues that need to be addressed by the vendor's technical personnel. A complete description of the situation is vital in determining the problem and the solution. Information should be gathered regarding when the situation occurred, who was involved (caller and/or User), what occurred, and how the system was being used at the time. 17 CHAPTER 1 - INTRODUCTION TO SERVER CONFIGURATION 1 Windows Dialing Plan Telephony Office-LinX Server Configuration Guide The TOL system Supervisor must setup the dialing rules specific to Windows. This helps determine what should be dialed when making local and long distance calls. Dialing rules may be set up from the Windows Control Panel, under Phones and Modems. 18 1. Follow the path: Start > Settings > Control Panel > Phone and Modem Options. The Phone and Modem Options screen appears: CHAPTER 1 - INTRODUCTION TO SERVER CONFIGURATION 1 Telephony Office-LinX Server Configuration Guide 2. Select the Dialing Rules tab. Click on Edit. The Edit Location screen appears: 3. Select the Area Code Rules tab. Click on New. The New Area Code Rule screen appears: 19 CHAPTER 1 - INTRODUCTION TO SERVER CONFIGURATION 1 4. Enter the appropriate value in the area code text field. 5. You are presented with two options: Telephony Office-LinX Server Configuration Guide • 20 In the Prefixes feature box, select the Include all the prefixes within this are code radio button to apply to all calls made within a particular area code (stipulated above). In the Rules feature box, select both the Dial: and Include the area code checkboxes. Alternatively, • Select the Include only the prefixes in the list below radio button. The Prefixes to inlcude: listbox and the Add button are enabled. • Clicking on the Add button calls up the Add Prefix dialog box. Enter the desired prefix of the phone number(s) in the text field and click OK. In the Rules feature box, select the checkboxes as required. 6. When you are finished, click OK. On the remaining screen, click Apply, then OK. 2 Configuring the Server In This Chapter . . . Logging On to the System on page 22 Navigating the Administration Console on page 23 CHAPTER 2 - CONFIGURING THE SERVER 2 Logging On to the System Before you can configure the system, you must log in. Make sure that you have a valid user name and password. Telephony Office-LinX Server Configuration Guide To log on to the system: 1. Run the program from Start > Programs or doubleclick on the Telephony Office-LinX Admin icon on the desktop.: 2. In the User Name field, enter your user name. 3. In the Password field, enter your password. NOTE: The default user name is Administrator. The default password is 1111. The password is not case sensitive. 4. From the UM Server Name (IP Address) dropdown list, enter the IP address or the name of a remote computer you want to access, then click OK. You can also click Browse to search for a remote computer. NOTE: There are two (2) kinds of Admin: Remote and Local (on the voice server). For the Local admin, it is not necessary to enter the IP Address. For the Remote admin, you may enter the IP Address if desired. When you install the Remote Administrator, the system will ask you for the IP Address during installation The Administration Console of the remote computer appears. 22 CHAPTER 2 - CONFIGURING THE SERVER 2 Telephony Office-LinX Server Configuration Guide Navigating the Administration Console The Administrative Console allows you to configure, add, modify and delete information on the PBX, Company, Mailboxes, Feature Groups, Call Routing Table, Voice Menus and Customized Mailboxes. You can also specify the system configuration settings for both the voice mail and optional applications such as external add-on devices and maintenance utilities. 23 CHAPTER 2 - CONFIGURING THE SERVER 2 Viewing an item’s properties Telephony Office-LinX Server Configuration Guide Each component has one or more items associated with it. For example, highlighting Mailbox Structure displays all mailboxes associated with that company. By highlighting a mailbox and rightclicking, you can perform any number of actions, including delete, copy or display its properties. 24 To view and delete properties: 1. Open the Administration console. 2. From the Admin tree (lefthand pane), highlight the component you want to configure (feature group, for example). The items associated with the selected component appear in the righthand (Main) pane. 3. In the righthand pane, rightclick on an item and select All Tasks > Properties. Using the Action dropdown The Action dropdown menu allows you to perform particular tasks based on where you are in the program. For example, if you highlight the PBX and click on Action on the toolbar, you are able to perform various tasks (these tasks are roughly those that can be accessed by highlighting the item and rightclicking): CHAPTER 2 - CONFIGURING THE SERVER 2 Modifying columns You can change how the Telephony Office-LinX Server displays information on the screen. Telephony Office-LinX Server Configuration Guide To change the display: 1. Open the Administator console. 2. Click View > Choose Columns. The Modify Columns dialog box appears: 3. In this dialog box, you have the following options: • To hide a displayed pane, highlight it in the Displayed columns box and click Remove. NOTE: You can not remove the PBX Number column. • To display a hidden pane, highlight it in the Available columns box and click Add. • To change the order of the columns, highlight a column entry and click Move Up or Move Down. 4. To cancel all changes click Restore Defaults, then OK to return to the Administrator console. 25 CHAPTER 2 - CONFIGURING THE SERVER 2 Selecting a language Telephony Office-LinX Server Configuration Guide The Telephony Office-LinX Server allows you to change the language of the information displayed on the Administration Console. NOTE: The Administrator supports the following languages: English, French, Spanish, German, Italian and Dutch. In order to have access to any other languages beyond English (English is the system default language), you must install a language pack on the TOL system. For information on how to install an additional language, refer to the Server Installation Guide. To change the language: 1. Click Language. The Language dropdown menu appears: 2. Select a language. The language you select is now in effect in the Administration console. Displaying contact information You can display the Telephony Office-LinX Administrator version information by highlighting the PBX and clicking Action > About. The screen also displays the contact information that you enter(ed) in the Dealer Info section. 26 CHAPTER 2 - CONFIGURING THE SERVER 2 Connecting to a remote server Telephony Office-LinX Server Configuration Guide The Telephony Office-LinX system allows you to connect to a remote server from within the system itself. This is useful if you want to connect to a remote system from within your voice mail system. To connect to a remote server: 1. In Admin, rightclick Telephony Office-LinX Admin and select Connect to. The Login Information dialog box appears: 2. Enter your User Name and Password. 3. In the UM Server Name (IP Address) field, enter the IP address or the name of a remote computer you want to access, then click OK. 27 Telephony Office-LinX Server Configuration Guide CHAPTER 2 - CONFIGURING THE SERVER 2 28 3 Maintaining the Configuration Files In This Chapter . . . Overview on page 20 Maintaining Configuration Settings on page 31 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Overview Configuration tables contain system configuration settings for optional applications such as fax, email configuration, external add-on devices, maintenance & unified messaging. Telephony Office-LinX Server Configuration Guide After the software has been installed, the Configuration Files will display all configuration settings. You can then modify or finetune these default settings. 30 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Maintaining Configuration Settings Telephony Office-LinX Server Configuration Guide NOTE: Do not change the following configuration settings without first consulting technical support. Changes may adversely affect how the system performs. The Telephony Office-LinX Administrator features the following configuration settings: Configuration Function Advanced Specifies advanced settings such as finetune board settings, turning logs on or off for debugging, date format, system path, and other option activations. Custom Interface Settings Allows the configuration of custom interface settings, enabling the integration of a third party database. Dealer Info Specifies the installing dealer information. Device Management Third party devices connect to the COM port such as Caller ID boxes, SMDI or CTI devices. Device Management Settings Allows you to configure settings of added devices and Caller ID settings. Fax Settings Specifies fax on demand and fax mail settings. Global Parameters Allows you to configure the settings of specific boards and to display pulse detection. HTTP Allows for the specification of HTTP settings. IMAP Server Allows for the specification of IMAP settings. LDAP Synchronization Allows for the specification of LDAP synchronization settings. Logs Specifies report logging on all the system components. POP3 Server Allows for the specification of POP3 mail settings. Remote Site Setting Specified both AMIS & VPIM settings. Reorg Allows for the scheduling of the reorg function. Reports Allows for the creation of activity reports for certain key TOL system components, such as Client Manager and Web Client 31 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 32 User Manager Allows the administrator to add and edit user settings, including access rights to the system. Telephony Settings Allows for the specification of board settings VPIM/SMTP Allows the configuration of the Simple Mail Transfer Protocol settings. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Advanced settings Telephony Office-LinX Server Configuration Guide The Advanced settings allow you finetune your Telephony Office-LinX system. Available settings include board settings, enabling logs on or off for debugging, voice, and other specific and detailed options. NOTE: In order for the changes made to the advanced settings to take effect, it is required that you shutdown and restart the Telephony Office-LinX service. To configure Advanced settings: 1. In the Admin tree, expand Configuration and highlight Advanced. The Advanced settings appear in the righthand pane: 2. For information on configuring these settings, refer to the following table: Setting Function Consolidated Server Path Location of the server on the system hard drive. Date Format This is the playback format of the date format for messages. Use the DDMMYY format. 33 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Setting Function Disable Fax Detection If set to True, this prevents the voice board from recognizing both fax tones (1 and 2 below). Telephony Office-LinX Server Configuration Guide NOTE: If you set this parameter to True, both Disable Fax Detection 1 and Disable Fax Detection 2 must also be set to True. Disable Fax Detection 1 If set to True, this prevents the voice board from recognizing fax tone 1. Disable Fax Detection 2 If set to True, this prevents the voice board from recognizing fax tone 2. Extension Length This determines the extension length. Enter an integer. First Day Of Week This represents the first day of the week. Sunday is ’1’, Monday is ’2’, Tuesday is ’3’ and so on up to Saturday (’7’). Enter the appropriate number for your environment. Fixed Extension This determines if the extension length is fixed. Select True (yes) or False (no). Function Time Out This is the maximum time the system is to wait for a function to complete its task before timing out. Logo URL Allows you to choose the logo URL. Loop Current On In Dial Select True to enable loop current detection during dialing. Select False to disable this parameter. Loop Current On In Record Select True to enable loop current detection during recording. Select False to disable this parameter. Mass Recall Installed Select True to indicate that mass recall is installed. Select False to indicate that mass recall is not installed. Messages Temporary Folder Path This is an alternate folder for receiving messages. Packet Exchange Server IP Address How the voice server connects to the PBX. Packet Exchange Server Port This is for the port number of the packet exchange server. Path for System This allows you determine the path of the system. Print Wakeup Calls This allows you enable the printing of wakeup call activity. Select Com 1, Com 2, Com 3 or Com 4, depending on your printer port. 34 Proxy IP Address This allows you to declare the proxy IP address. Queue Debug Mode This defines whether or not to queue the Debug Mode. Select True or False. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 Setting Function Queue Mode This enables call queueing. A value of ’2’ is recommended. Record with AGC This indicates whether or not to use Automatic Gain Control during recording. Select True or False. SMS Account PIN This allows you to enter the personal information number for the SMS account. SMS Account Username This allows you to enter a username for the SMS account. SMS Add Reply to Email This allows you to add a reply to a SMS email message. SMS HTTP Servers This alows you to enter an http address. SMS Provider This allows you to select a SMS provider from a listbox. SMS Reply to Phone Number This allows you to send a SMS reply to a phone number. SMS Site This will display your SMS site name (http server). Store MIME Format This allows you to store messages in MIME format. Time Zone Specifies the default time zone Transfer Time Out With TAPI – This value indicates the amount of time the system will wait after dialing an outside call over an analog CO line before playing the prompt. With Analog voice boards – If no connect or busy signal is received by the end of the entered value, the system will assume a not busy state and release the call. Trim Digit This enables the elimination of unnecessary digits at the beginning of a string. Select True or False. Trim From End of File This enables the trimming of milliseconds from the end of a recorded message. TTS Mode This allows you to choose the application to be used for Text-toSpeech. Select None or RealSpeak. UMST Server Address This allows you to enter the IP address of your UMST server. In most cases, make sure the field contains the IP address 127.0.0.1. UMST Server Port This allows you to enter the port number that your UMST server is using. Use Mailbox Language as Default This indicates whether or not to use the mailbox’s defined language as the system language when a caller returns to the automated attendant from the mailbox. Select True or False. 35 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 36 Setting Function Use Port Monitor This indicates whether or not the system will return a port to idle after a fixed time period. Select True or False. Voice Recognition Mode This allows you to configure the application to be used for voice recognition. VPIM Voice Format This allows you to select the audio form or type of compresion for your VPIM messages. Web Site URL This allows you to declare your web site URL. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Custom Interface Settings The Custom Interface Settings allow you to specify the configurations that permit integration of a third party database into Telephony Office-LinX. Telephony Office-LinX Server Configuration Guide To configure Custom Interface Settings: 1. In the Admin tree, expand Configuration and highlight Custom Interface Settings. The Custom Interface Settings screen appears in the right pane: For information on configuring these settings, refer to the following table: Setting Function Database Object Method Type Enter a value of 1 to support PIN-to-mailbox translations only. Enter a value of 2 (recommended) to provide a richer set of Interactive Voice Response (IVR) functionality. Database Object Name Set the value to Object name.Get Destination, where Object name is the calling program name. Forced Popup from Database Object Select True to enable the forcing of pop ups from the database. Select False to disable this parameter. 37 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 38 Setting Function Get Destination from Database Select True to enable the retrieving of the folder destination from the database. Select False to disable this parameter. Pertains to the IVR object. On Max Errors Select Hang Up to instruct the system to disconnect from the third party database in situations where too many errors occur. Select Operator to switch to the operator in situations where too many errors occur. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Dealer Info Settings The Dealer Information settings allow you to specify information pertaining to the dealer who has installed the Telephony Office-LinX system. Telephony Office-LinX Server Configuration Guide To configure Dealer Info settings: 1. In the Admin tree, expand Configuration and highlight Dealer Info. The Dealer Info settings appear in the righthand pane: For information on configuring these settings, refer to the following table: Setting Function Contact Name Shows the dealer representative contact name Dealer Email Shows the dealer contact email address Dealer Fax Shows the dealer contact fax number Dealer Name Shows the dealer company name Dealer WebSite Shows the dealer company website Technical Support Number Shows the dealer technical support phone number 39 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide Device Management Configuration Unlike other configuration settings, Device Management is made up of both devices and settings. You can add a Serial Integration Device, a CTI Serial Integration Device and a Caller ID Device. After you add a device, you can configure its settings, such as CTI Settings, Serial Integration Setting, or Caller ID Setting. This allows you to manage the settings and the integration of these specific devices. To open Device Management settings: 1. In the Admin tree, expand Configuration and highlight Device Management. Rightclick and select New. The following screen appears: Follow the proceeding steps to configure each device type: 40 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Specifying a Serial Integration Device The Serial Integration Device specifies the settings for a serial integration to a PBX. Most setups are defined as Telco standard SMDI, or a proprietary switch standard. Telephony Office-LinX Server Configuration Guide To specify a serial integration device: 1. In the Admin tree, expand Configuration, highlight Device Management, then rightclick New > Serial Integration Device. The Device: Serial Integration dialog box appears: HINT: You may also click Action > New > Serial Integration to access the Device: Serial Integration dialog box above. 2. From the COM Port Number dropdown list select the appropriate value. 3. In the TCP/IP Address field, enter a value appropriate to your SMDI device. 41 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 4. In the TCP/IP Port field, enter the value of the port in use. Click OK. The second Device: Serial Integration dialog box appears: NOTE: The value ranges in the COM Port Number/Baud Rate/Parity/Data Bits/ Stop Bits/Padding fields are entirely dependent on the switch employed by your system. Consult with your Switch Administrator before altering these values. 5. From the COM Port Number dropdown list, select which port number is to be reserved for COM objects or routines in a Windows environment. 6. From the Baud Rate dropdown list, select the maximum number of bits a modem may send or receive. 7. From the Parity dropdown list, select the value to be used in determining the integrity of data. 8. From the Data Bits dropdown list, select the number of bits to be used to represent one character of data. 9. From the Stop Bits dropdown list, select which last two bits are to indicate the end of a word. 10. From the Padding dropdown list, select a value to be used to prefix or pad an extension number. 42 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 11. In the Carrier Detect text field, enter a value (in milliseconds) that the modem is to wait before indicating that the first packets of data have been received. 12. In the Clear To Send text field, enter a value (in milliseconds) that the receiving station is to wait before indicating that it is ready to accept data. Telephony Office-LinX Server Configuration Guide 13. In the Data Set Ready text field, enter a value (in milliseconds) that the modem is to wait before indicating to the PC that it is able to accept data. 14. In the Request To Send text field, enter a value (in milliseconds) that the node is to wait before attempting to initiate the sending of data. 15. In the Validation Time text field, enter a value (in seconds) that the system is to wait before checking that data has been successfully sent or received. 16. In the Switch Data Packet Length field, enter the maximum digit length of the packets being sent. 17. From the Protocol dropdown list, select the type of serial integration standard to be used (SMDI, MCI or User Defined). 18. From the Hand Shaking dropdown list, select the protocol to be employed in establishing communication between your system and another device. NOTE: The value in the Hand Shaking field is of considerable importance, and will require some amount of trial and error to set properly. 43 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 19. Click Settings to define the SMDI properties. The SMDI Settings dialog box appears: NOTE: Defining the SMDI settings being sent by the switch enables you to define serial integration on the fly to further enhance PBX integration. 20. Select one or more of the following options: Setting Purpose SMDI Always No Answer Treats all busy / no answer conditions as no answer. Use Message Desk as CO Line Number Used for multi-tenanting configuration - message desk configuration must be programmed on the phone system. Use Short Mailbox No as CO Line Number Used for multi-tenanting purposes. SMDI Debug Mode Reports the log of all SMDI events Use Office Codes Used for central office integration in a centralized voice mail setup NOTE: This option must be programmed on the phone system. 21. In the Number of Digits in SMDI field, enter the maximum number of digits in a SMDI string for the calling and called parties. The standard setting is 7 or 10 digits in length. 22. Click OK. NOTE: After configuring the settings, you can always return to reconfigure them at a later date by doubleclicking the device in the Device Management window. 44 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Specifying the Caller ID device The Caller ID Device dialog box shows the specifications of the Caller ID Device you are using. Telephony Office-LinX Server Configuration Guide To specify a Caller ID device: 1. In the Admin tree, expand Configuration, highlight Device Management, then rightclick New > Caller ID Device. The Device: Caller ID Device dialog box appears: HINT: You can also click Action > New > Caller ID Device. 2. From the COM Port Number dropdown list select the appropriate value. 3. In the TCP/IP Address field, enter a value appropriate to your SMDI device. 45 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 4. In the TCP/IP Port field, enter the value of the port in use. Click OK. The second Device: Caller ID Device dialog box appears: 46 5. In the No of C.O. Lines field, enter the number of CO lines the device is monitoring. 6. From the Protocol dropdown list, select the type of caller ID device that will be used to track and send caller ID (Rochelle, Zeus, CTI). CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 7. Click Settings to finetune the caller ID device settings. The Caller ID Settings dialog box appears: NOTE: Caller ID Settings allows you to define and finetune the settings for monitoring and sending caller ID information within the system. NOTE: If Caller ID Popups are required for all users of Call Manager, the Fake Caller ID checkbox and Fake Caller ID Name/Fake Caller ID Number fields must be selected and populated. As well, each user’s UM Client Manager settings and Mailbox Transfer Options must have Caller ID settings set to Pop. For more information, refer to Chapter 6 of this guide and Chapter 1 of the Client Application User Guide. 8. Select the settings you want activated or finetuned: Caller ID Setting Function Caller ID Installed A third-party device installed for passing the caller ID. Ask for Phone Number when No Caller ID Prompts the caller for a number when device fails to detect one. Keep Caller ID in Forwarded Messages When forwarding a message, maintain and attach original caller ID information to the message. 47 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 48 Play Caller ID if Say Date and Time is set to Yes Time and date stamp is played, in addition to caller ID information. Pop CTI Events Only Only perform screen popups on events driven by the CTI Link. Use PIN Number as Caller ID Treat PIN number inputs as caller ID information. Fake Caller ID Define a fake number to use on all calls. 9. In the Caller ID Type field, enter the type of device connected for tracking caller ID such as Rochelle, Zeus or CTI. 10. In the Caller ID Mode field, enter the mode in which the system receives the caller ID information, such as inband, SMDI, or CTILink. 11. In the Caller ID Length field, enter the maximum digits that can be sent for caller ID packets. 12. In the Pad Short Caller ID field, enter any prefixes (such as an area code) when only 7 digits are sent. It will pad the number to ensure a proper lookup in a database. 13. In the Max Items in Caller ID List field, indicate the maximum list view for the system administration. 14. In the Fake Caller ID Name field, define a name that you want to appear on the screen popups. 15. In the Fake Caller ID Number field, enter the number you want to appear on the caller ID screen popups and messages. 16. Click OK. NOTE: You can always return to reconfigure the settings by doubleclicking the device in the Device Management window. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Specifying CTI Serial Integration CTI Serial Integration allows you to define the type of CTI integration you are receiving through a serial link. Telephony Office-LinX Server Configuration Guide To specify CTI Serial Integration; 1. In the Admin tree, expand Configuration, highlight Device Management, then rightclick New > CTI Serial Integration Device. The Device: CTI Serial Integration dialog box appears: 2. Click Settings. The CTI Settings dialog box appears: 49 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 NOTE:CTI Integration settings allow you to finetune the information you will be receiving via the CTI link. Telephony Office-LinX Server Configuration Guide 3. Perform the following steps to configure CTI settings: 50 • Select CTI Installed to indicate that a CTI link from the PBX is active and available for monitoring. • Select CTI Debug Mode to monitor and log the CTI events. • Select CTI Debug File to enable the creation of a debug file from CTI event monitoring. • Select CTI Object Debug to enable object debug. • Select Pop Caller ID When Event to enable the activation of screen popups on stationto-station and internal dialing. • Select CTI Message Light to use the CTI serial link to light a message light. • Select CTI Multiple Message Lights to use the CTI serial link to light multiple message lights. • Select CTI Automatic Extension Change to use the CTI serial link to enable automatic extension changes when altering the default address of a mailbox. • In the CTI Message Light Button field, enter the numeric digit on the phone keypad that will enable the message light option. This is an optional setting for activating lights through the link. • In the CTI Message Light Ports field, ‘indicate the ports on the switch where the lights are located. • In the CTI Mode field, enter the type of CTI events that the system is to look for. • In the CTI Server Name field, enter the server machine or phone system on the network that will be sending the CTI events. • In the CTI Version field, enter the version description of the CSTA or CTI link on the switch. • In the CTI VM Group field, enter the VM ports that are to be monitored for events. • In the CTI First Trunk field, enter the first VM port to monitor. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 • In the Paging Zone from field, enter the appropriate PBX number. • In the Paging Zone to field, enter the appropriate PBX number. • In the PAD Extension with field, enter a numerical digit to represent the number of spaces that will pad those unused in the screen popup when an incoming call contains a string of digits less than the maximum specified. 4. Click OK. 51 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Specifying CTI TCP/IP integration The TCP/IP Integration allows you to specify CTILINK or CSTA integration over TCP/IP. Telephony Office-LinX Server Configuration Guide To specify a TCP/IP integration device: 52 1. In the Admin tree, expand Configuration, highlight Device Management, then click New > CTI TCP/IP Integration Device. The Device dialog box appears: 2. In the TCP/IP Address field, enter the IP address of the phone system that is relaying the CTI data. 3. In the TCP/IP Port field, enter the IP port the system will use to access the CTI link. 4. Click Settings. The CTI Settings dialog box appears: CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 5. Specify the following: • Select CTI Installed to indicate that a CTI link from the PBX is active and available for monitoring. • Select CTI Debug Mode to monitor and log the CTI events. • Select CTI Debug File to enable the creation of a debug file from CTI event monitoring. • Select CTI Object Debug to enable object debug. • Select Pop Caller ID When Event to enable the activation of screen popups on stationto-station and internal dialing. • Select CTI Message Light to use the CTI serial link to enable the message lights. • In the CTI Multiple Message Lights field, enter the numeric digit on the phone keypad that will enable the message light option. This is an optional setting for activating lights through the link. • In the CTI Automatic Extension Change field, select to enable automatic extension changes when the default address of a mailbox is altered. • In the CTI Message Light Ports field, indicate the ports on the switch where the lights are located. • In the CTI Mode field, enter the type of CTI events that the system is to look for. • In the CTI Server Name field, enter the server machine or phone system on the network that will be sending the CTI events. • In the CTI Version field, enter the version description of the CSTA or CTI link on the switch. • In the CTI VM Group field, enter the VM ports that are to be monitored for events. • In the CTI First Trunk field, enter the first VM port to monitor. • In the Paging Zone from field, enter the appropriate PBX number. • In the Paging Zone to field, enter the appropriate PBX number. • In the PAD Extension with field, enter the numerical digit that will pad the unused number spaces in the screen popup when you receive an incoming call that contains a string of digits less than the maximum specified. 53 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 6. Click OK. Telephony Office-LinX Server Configuration Guide Specifying Property Management System (PMS) Settings PMS settings allow the user to integrate more fully the TOL system within the hotel environment. Specifying PMS Settings: 1. In the Admin tree, expand Configuration, highlight Device Management, then rightclick New > PMS Device. The Device dialog box appears: 2. From the COM Port Number dropdown list, select the port to which the PMS device is connected. 3. In the TCP/IP Address field, enter the device’s TCP/IP address. 4. In the TCP/IP Port field, enter the device’s TCP/IP port number. 54 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 5. Click on the Settings button. The PMS Settings dialog box appears: 6. Selec the PMS Installed checkbox to enable interaction with a property management system (PMS) system for hotels. 7. Select the Welcome Message Active checkbox to activate a welcome message in a room voicemail every time a room is reset. 8. In the PMS Mode field, specify the mode to be employed for PMS. Valid choices are File or Sentinel. Note that this field is case-sensitive. Do not misspell the mode. 9. In the PMS Type field, enter which type of serial port protocol is to be employed. Options include: Fidelio, Lanmark, CAPA, AVT, MCORP, Centigram and COMTROL. 10. In the Polling Interval field, enter the time interval (seconds) to be used to poll the COM port for PMS events. 11. In the PMS Shared Directory field, enter the directory name in which the PMS is to store files to be accessed by UM. 12. In the Local PMS Shared Directory, enter the local directory name in which these files are to be stored. 13. In the Auto Action On Message field, specify which action the system is to automatically perform when a message is received. 55 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 14. In the PMS Checkout Message Destination field, specify the integer value to be placed in front of the mailbox number of a departed guest. This action will create a phantom mailbox to which messages will be forwarded, and where the guest/client may retrieve them if needed. For example, if the PMS Checkout Message Destination value is set at 7, and a guest checks out from room 197, messages may still be retrieved from phantom mailbox 7197 until the next checkout action from that room is performed. 56 15. Click OK. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Device Management settings Telephony Office-LinX Server Configuration Guide Device Management Settings allow you to configure the settings of the devices that are available. Refer to Device Management Configuration on page 40 for details on configuring device settings. Fax settings Fax settings allow you to specify the information required for a user to be able to receive a fax into the Auto Attendant. Fax On Demand can be used to forward the fax to an appropriate mailbox or location. To configure Fax Settings: NOTE: There are three possible combinations available in setting up fax services: 1) Inbound-soft fax, Outbound-soft fax; 2) Inbound-soft fax, Outbound-Gammalink; 3) Inbound-Gammalink, Outbound-Gammalink. 1. In the Admin tree, expand Configuration and highlight Fax Settings. Fax Settings appears in the righthand pane: 57 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide For information on configuring these settings, refer to the following table: Setting Function Allow Printing of Faxes This indicates whether or not users can print received faxes via the telephone. Select True or False. Ask For Extension Number This indicates whether or not to ask the caller for an extension number to put on the received faxes when using the Fax Mail module. Select True or False. Default Fax Mailbox This defines the mailbox that incoming faxes will be delivered to if no destination is given. Select a company, then a specific company mailbox. Default Fax Number This defines the default number to dial to print received faxes. Enter a number. Dialing Suffix This is the long distance account code required in order to make toll calls from the Phone system. This will apply if the default fax number is an external toll call. Fax Board Type This identifies the fax board that is integrated with the system. Select one of the fax boards. Applies to inbound faxes only. Fax Busy Timer This indicates the number of seconds to wait after initiating a transfer to the fax port before reverting back to an idle state. Fax Directory This specifies the path for the directory that contains the fax documents. Fax Mail Installed This indicates whether or not the Fax Mail option is enabled for receiving faxes. Select True or False. Fax On Demand This indicates if the Fax On Demand option is enabled. Select True or False. Fax Resolution This sets the resolution type for fax transmissions. Select either Coarse or Fine. File and Path for Fax Viewer This is the path to the directory containing the fax viewer application. Local And Toll Area Code 1 This is the area code(s) in your region that covers both local and toll calls. Local And Toll Area Code 2 This is the area code(s) in your region that covers local calls. NOTE: Code Number 1 for both entries is for 7-digit dialing. Code Number 2 and higher are for 10-digit dialing. Local Area Code 1 58 This is the first local area code for the country. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 Setting Function Local Area Code 2 This is the second local area code for the country. Local Area Code 3 This is the third local area code for the country. Number Of Digits In Area Code This indicates how many digits to view from the entered number as the Area Code. Number Of Digits In Phone Number This indicates how many digits to view from the entered number as the Phone Number. Number of Log Entries to Delete This sets the housekeeping rules for deleting old fax log entries starting from the oldest record. Outbound Fax Board Type This indicates the type of fax board for outgoing faxes. Outside Line Access Code This sets the code for line access to dial out a fax-on-demand call. Path for Fax Drivers This indicates the path to the directory that stores the fax drivers. System CSID This specifies the fax header information. Toll Line Access Code This defines the code for Alternate Carrier Access. 59 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Global Parameters Global Parameters allow for the configuration of specific boards and pulse detection. Telephony Office-LinX Server Configuration Guide NOTE: These settings should be left as per their default values. Any changes will require the system to be restarted. 60 To configure Global Parameters: 1. In the Admin tree, expand Configuration and highlight Global Parameters. Global Parameters appears in the righthand pane: For information on configuring these settings, refer to the following table: Setting Function Digitization Rate This is the value used for digitization. Flash Character This is the character used in a dial string to indicate that a hook flash has occurred. Flash Duration This is the value of the duration of the hook flash in 10msec intervals. Loop Current Time The value of the minimum time that the loop current must be off before Loop Current CST can be generated (10msec intervals). CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 Setting Function Offhook Delay The value for the offhook delay time (10msec intervals). Pause Duration The value of the length of a pause used in a dialing string. (10msec intervals). Pulse Break Interval The value of the break interval for pulse dialing (10msec increments). Pulse Inter Digit Delay The value of the inter digit interval for pulse dialing (10msec increments). Pulse Make Interval The value of the make interval for pulse dialing (10msec increments). Pulse Maximum Make The value of the maximum make pulse time for pulse dialing (10msec increments). Pulse Minimum Break The value of the minimum break interval for valid loop pulse dialing (10msec increments). Pulse Minimum Interdigit The value of the minimum inter digit interval for pulse dialing (10msec increments). Pulse Minimum Make The value of the minimum make interval for pulse dialing (10msec increments). Record Tone Edge The value for the Record DTMF filter time (10msec increments). Record Tone Length Indicates the event edge to use for record tone: 1=event detection on trailing edge of tone 2=event detection on leading edge of tone Ring Delay The value of the wait delay after which the ring count is reset ( 100msec increments). Ring Off The value of the minimum Ring Off interval to detect an incoming ring (100msec increments). Ring On The value of the minimum Ring On interval to detect an incoming ring (100msec increments). Scheduler Time The value of the Scheduler Time Slice, expressed as the maximum number of timer ticks (expressed in 1/20 sec), before the driver must return control to the program (50msec increments). Silence Debounce The value of the Silence message debounce interval (10msec increments). Tone Duration The value of the duration of dialed DTMF tones (10msec increments). Tone Inter Digit Delay The value of the inter digit tone dialing delay (10msec increments). 61 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 HTTP settings HTTP settings allows you to view members of your voice mail system and the status of each mailbox through any internet connection. Telephony Office-LinX Server Configuration Guide To configure your HTTP settings: 62 1. In the Admin tree, highlight Configuration > HTTP. Your HTTP parameters appear in the righthand pane: CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 IMAP Server settings IMAP server settings allow you to configure the IMAP messaging behaviours. Telephony Office-LinX Server Configuration Guide To configure your IMAP Server settings: 1. In the Admin tree, highlight Configuration > IMAP Server. Your IMAP Server parameters appear in the righthand pane: 2. For information on configuring the settings, see the following table: Setting Function Audio Format This is the audio format for messages sent through IMAP Composer pool timeout The maximum length of time in milliseconds one must wait before a new composer is created(for message creation). Note: Composer is the IMAP component that translates messages to mime format. Connection delay This is the allowable length of time to wait to connect Encapsulate messages Select True to allow the encapsulation of messages, False to deny that option. 63 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 64 HTML Content Set to True to allowing the sending of messages in HTML format. IDLE Enabled Set to True to enable Idle mode IMAP Enabled Set to True to enable IMAP IMAP Port This is the IMAP port IP Address This is the default IMAP gateway address. Maximum number of Composers Session timeout (ms) This is the length of time (in milliseconds) to wait before timing out the session. The maximum number of sessions This is the maximum allowable number of IMAP sessions. TNEF Extension This is the message class or ID. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 LDAP Synchronization settings LDAP Synchronization settings allow you to specify your LDAP synchronization settings. Telephony Office-LinX Server Configuration Guide To configure LDAP Synchronization settings: 1. In the Admin tree, expand Configuration and highlight LDAP Synchronization. The Log settings appear in the righthand pane: For information on configuring these settings, refer to the following table: Settings Function Anonymous access Select True if an anonymous connection is to be used Authorization Type Allows you to select the synchronization authorization type. Select Simple if simple authentication is to be used, or GSS if GSS authentication is to be used. 65 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 66 Settings Function Base DN This is for the unique base name. Class schema for contact This is for the object’s class name to be synchronized with Public Contact. Class schema for group This is for the object’s class name to be synchronized with Feature Group. Class schema for mailbox This is for the object’s class name to be synchronized with mailbox. Directory application server Allows you to select the LDAP directory server. Your choices are Microsoft Active Directory, Novell eDirectory, iPlanet, or Others. Domain This is for the User’s domain name. Feature Group Filter DN This is a data string describing what you are looking for on the directory server. Feature Group Search DN This is a data string describing the directory server location. This is the feature group search location. Feature Group search scope Select One level for a one-level search, or Sub-tree level for a multiple-level search. FG Last check date This value is read-only. FG Last check USN or Date This value is read-only. Host name This is for the directory server name. Language Allows you to select the language of the active system. Last check date This value is read-only. LDAP Port number Specify the LDAP port number. LDAP Version Specify the LDAP protocol version. Page size Indicates the number of entries to show per page when retrieving results from the server Paging allowed Select True to enable paging specifications. Password This is for the administrator password. PC Last check date This value is read-only. PC Last check USN or Date This value is read-only. Pop up the query window Set to True to enable query window popup, set to False to disable. Public contact Filter DN This is a data string describing what you are looking for on the directory server CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 Settings Function Public contact Search DN This is a data string describing the directory server location. This is the public contact search location. Public contact search scope Select One level for a one-level search, or Sub-tree level for a multiple-level search SSL connection Select True if Secure Socket Layers are being used Synchronization Time (the last time) This value is read-only Synchronization timeout Allows you to specify the maximum number of seconds before a connection and/or operation times out Synchronization Type Allows you to select the type of synchronization to occur. Select DateTime only when you want synchronization between the messaging and directory servers to occur on a time basis. In most cases, you will select USN. Synchronization USN (The last value) This value is read-only. Timeout Allows you to specify the maximum number of seconds before a connection and/or operation times out. Update phone number Select True to allow a phone number(s) to be updatred, or False to deny that option. User DN This is the unique name for the User (admin). User Filter DN This is a data string describing what you are looking for on the directory server. User Search DN This is a data string describing the directory server location. This is the user search location. User search scope Select One level for a one-level search, or Sub-tree level for a multiple-level search 67 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Log settings Log settings allows you to specify report logging on all system components. Telephony Office-LinX Server Configuration Guide To configure Logs settings: 68 1. In the Admin tree, expand Configuration and highlight Logs. Log settings appears in the righthand pane: For information on configuring these settings, refer to the following table: Settings Function Admin Log Level This will create a log file for all Admin activity. Business Object Log Level This will create a log file for all EE Application Manager activity. Days to Keep Report Logs Defines the number of days log files will be stored. Debug Level This sets the level of information sent to a log file when Debug mode is activated. Enter a number between 0 and 5, depending on the level of detail required. Debug Mode Debug mode for all main voice server activities. Log Fax Activity Logs all fax activity. Log Lan Activity This will create a log file for all Lan activity. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 Settings Function Log Mailbox Activity This will create a log file for all Mailbox activity. Log Mass Recall Logs all Mass Recall activity. Log Message Lights Logs all Message Light activity. Log PMS Activity Logs all Property Management System activity. Log Queue Activity Creates a log file for all Queue activity. Log Record Termination Creates a log file for all Record termination activity Log SMDI Logs all SMDI activity. Log Speech Engine Ceates a log file for all Log Speech Engine activity. Log System Statistics Creates a log file for all system statistics. Log Wakeup Calls Creates a log file for all Wakeup Call activity. Status Log Level This indicates the status of logs created. Trace Log Level This indicates the level of activity of the logs created. UMST Log Level This will create a log file for all UMST activity. VPIM/SMTP Debug This allows for VPIM/SMTP debug. VPIM/SMTP Log Level This indicates the level of information sent to a log file for all VPIM/ SMTP activity, provided debug is activated. NOTE: Log and Debug information allows Esna’s technical support representatives to more accurately pinpoint server issues. If there are no problems, however, you should leave your Log and Debug settings as default or even disable them entirely. 69 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 POP3 Server settings POP3 Server settings allow you to specify POP3 server settings. Telephony Office-LinX Server Configuration Guide To configure POP3 Server settings: 1. In the Admin tree, expand Configuration and highlight POP3 Server. POP3 Server settings appear in the righthand pane: For information on configuring these settings, refer to the following table 70 Settings Function Audio Format This is the default audio format for POP3 voice messages. Connection delay This is the number of times a message send attempt will occur before the sender receives a "message delayed" notification. Encapsulate messages Select True to allow the encapsulation of messages, False to deny that option. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 Settings Function HTML Content Set to True to allowing the sending of POP3 messages in HTML format. IP Address This is the default IP address for POP3 messages. POP3 enabled This indicates whether or not POP3 is enabled. POP3 Port Indicates the port used for POP3 messaging. Session timeout (ms) Indicates the length of time (in milliseconds) that can pass before the session times out. The maximum number of sessions Indicates the maximum number of POP3 sessions allowed. TNEF Extension This is the message class or ID. 71 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Remote Site Setting Remote Site Setting allow you to specify both AMIS and VPIM settings. Telephony Office-LinX Server Configuration Guide To configure Remote Site settings: 72 1. In the Admin tree, expand Configuration and highlight Remote Site Setting. Remote Site Setting appears in the righthand pane: For information on how to configure these settings, refer to the following table: Setting Function AMIS Initial delay The value of the delay, in seconds, that the system will use to ignore the C tone sent by AMIS. This is required only if there is a C tone sent via the Inband signaling from the PBX. Set to zero if no delay is needed. Remote Site Installed Indicates if remote networking is installed. Required for AMIS/VPIM. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Reorg Settings Reorg settings allow you to specify how to run and activate the Reorg function (a database maintenance function). Telephony Office-LinX Server Configuration Guide To configure Reorg settings: 1. In the Admin tree, expand Configuration and highlight Reorg. The Remote Site settings appear in the righthand pane: For information on configuring these settings, refer to the following table: Setting Function Backup Files Before Reorg Indicates whether or not to back up the database files before initiating the reorg. Batch Files to run at Reorg Time Defines a batch file to initiate before the reorg is performed. (i.e. network or tape drive backup) Reorg Time Sets the time of day (24-hour format) to initiate the reorg function. Select the Disable Reorg checkbox to disable the reorg function. 73 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Reports Settings Reports settings allow you to enable or disable specific component activity reports. Telephony Office-LinX Server Configuration Guide To configure Reports settings: 74 1. In the Admin tree, expand Configuration and highlight Reports The Reports settings appear in the righthand pane: For information on how to configure these settings, refer to the following table: Setting Function Administration Activity Report Select True to allow for the creation of administration activity reports. ASR Activity Report Select True to allow for the creation of ASR activity reports. Call Activity Report Select True to allow for the creation of call activity reports. Mailbox Activity Report Select True to allow for the creation of mailbox activity reports. Message Activity Report Select True to allow for the creation of message activity reports. Notification Activity Report Select True to allow for the creation of notification activity reports. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 Remote Sites Activity Report Select True to allow for the creation of remote sites activity reports. Telephony Activity Report Select True to allow for the creation of telephony activity reports. Transfer Activity Report Select True to allow for the creation of transfer activity reports. UC Client Manager Activity Report Select True to allow for the creation of Client Manager activity reports. Voice Menu Activity Report Select True to allow for the creation of voice menu activity reports. Web Client Activity Report Select True to allow for the creation of Web Client activity reports. 75 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 User Manager Settings Telephony Office-LinX Server Configuration Guide The User Manager settings allows you to specify one or more Administrators and the system properties that they can control. The Administrators can have control over the entire Telephony Office-LinX system, ranging from selected functions (for example, Edit PBX) to Full Access. 76 To configure User Manager settings: 1. In the Admin tree, expand Configuration and highlight User Manager. The User Manager settings appear in the righthand pane: CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 2. Rightclick User Manager and select New > User Manager to add a new user, or rightclick an existing user and select All Tasks > Properties. The User Properties dialog box appears: • In the User Name field, enter the name of the User. • In the Full Name field, enter the User’s full name. • In the Description field, enter the User’s title/duty. • In the Password field, create a password. • In the Confirm Password field, re-enter the password. • From the Language dropdown list, select the language preference for this administrator. NOTE: If multiple language support is needed for your administrators, you must create a new administrator for each language. When accessing the Supervisor Menu in the Telephone User Interface, the password entered for the configured Administrator account will define which language to play. • From the Related Company dropdown list, select the companies this administrator has administrative rights over. • Select the Account Disabled checkbox to disable the account. 77 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Office-LinX Server Configuration Guide 3. Select the following checkboxes to indicate what tasks the administrator can perform: 78 Task Function Full Access Allows a user full access to the system. Edit System Configuration Allows the administrator to edit system configuration files. Edit PBX Allows the administrator to edit the PBX. Add/Delete/Edit Company, Feature Group, Remote Site, Routing Table, Voice Menu, Customize TUI Allows the administrator to add, edit, and delete a company, feature group, remote site, routing table, voice menu, and to customize a TUI. Add Range of Mailboxes Allows the administrator to add a range of mailboxes. Create/Edit/Delete Mailbox Allows the administrator to create, edit, and delete a mailbox. Log Management Allows the administrator to set and define logs. Backup Management Allows the administrator to perform and define backup management. Report Management Allows the administrator to define and create reports and run the Web Reporter utility. 4. Click OK. NOTE: You must be logged in as an administrator to be able to edit and delete User Manager settings. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 Telephony Settings To configure Telephony Settings: Telephony Office-LinX Server Configuration Guide 1. In the Admin tree, expand Configuration and highlight Telephony Settings. The Telephony Settings appear in the righthand pane: 2. For information on configuring these settings, refer to the following table: Setting Function Accucall External File Name (Brooktrout only) Indicates the external filename used. Accucall File Name (Brooktrout only) Indicates the accucall filename used. Accucall Internal File Name (Brooktrout only) Indicates the internal filename used. Accucall Other File Name (Brooktrout only) Indicates the other filename used. Norstar 7310 Dialing Allows for out-dialing to be performed on the virtual set dial pad rather than via the voice boards (Dialogic). Norstar Busy Time Out Used to set timer for Busy Transfer. 79 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 80 Setting Function Number of Channels Indicates the total number of voice channels installed. *Must be set by the administrator. Number of Digits in Message Count for Display This value sets the number of digits used to send to a display pager or a supported display PBX telephone indicating the number of the message sending the notification. Refresh Ports Interval Indicates the time interval between generating an offhook/onhook sequence on each port. Used to keep ports listed as active in certain PBXs. Silence Truncation Removes silence from recording (used for Rhetorex only). Telephone System Name Indicates the make of the telephone system. Voice Board Type Indicates the type of voiceboard used. Vox Format Indicates the format of all recordings in the system (for example, WAV). 3. Doubleclick on the parameter you want to configure. The Edit String dialog box appears: 4. The Value Name field displays the parameter you are configuring. From the Value Data dropdown list, select True to enable the setting or False to disable it. 5. Click OK to configure the setting. CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES 3 VPIM/SMTP Settings VPIM/SMTP settings allow you to configure VPIM server behaviour. Telephony Office-LinX Server Configuration Guide To configure your VPIM/SMTP settings: 1. In the Admin tree, highlight Configuration > VPIM/SMTP. The VPIM/SMTP parameters appear in the righthand pane: For information on configuring the settings, see the following table: Setting Function Admin Email Indicates the administrator’s email address. Audio format for SMTP This is the audio format for SMTP voice messages. Audio format for VPIM This is the audio format for VPIM voice messages. Binary Mode Set to False to allow binary encoded messages. Set to False to allow binary encoded messages. Enable to have the system check the domain of message senders, for purposes of confirming the legitimacy of message source. 81 CHAPTER 3 - MAINTAINING THE CONFIGURATION FILES Telephony Office-LinX Server Configuration Guide 3 82 DNS PTR record checking for sender’s IP address Select True to enable DNS PTR record checking for a sender’s IP address. Encapsulate messages Select True to enable message encapsulation, False to disable. Fax gateway authorization Enable to authenticate fax gateway before sending a fax message. Fax gateway default company Indicates the default company number for sending of faxes. Fax gateway domain Indicates the domain of the fax gateway. Forwarding allowed Set to True to enable the forwarding of messages from remote machines. HTML Content Set to True to allowing the sending of messages in HTML format. HTML Filter Allows for the filtering of HTML in messages to text. IP Address This is the default IP address for SMTP messages. Maximum of the SMTP tasks Indicates how many SMTP messages can be processed at one time. Maximum of the VPIM tasks Indicates how many VPIM messages can be processed at one time. Smarthost In case of a "non-connected" PC, all messages will be sent after being forwarded to this connected host. SMS Length limit Determines the length of a SMS text message. SMTP Enabled Indicates whether or not SMTP is enabled. SMTP Port Indicates the port used for SMTP messaging. The maximum number of incoming connections This is for the maximum number of VPIM/SMTP connections allowed. The number of attempts before delay notification Indicates the number of times a message send attempt will occur before the sender is sent a "message delayed" notification. The number of delivery attempts Indicates the number of times a message delivery attempt will occur before the sender is sent a "message delivery failure" notification. TNEF Extension This is the message class or ID 4 Maintaining a PBX In This Chapter . . . Overview on page 82 Specifying General Options on page 87 Specifying Transfer parameters on page 95 Specifying Call parameters on page 98 Specifying Disconnect parameters on page 100 Modifying Message Light parameters on page 103 Specifying Inband parameters on page 105 Specifying the Dial Plan on page 108 Specifying the PBX Node on page 113 CHAPTER 4 - MAINTAINING A PBX 4 Telephony Office-LinX Server Configuration Guide Overview 82 When you run the system for the first time, it is pre-configured for the Telephony Office-LinX phone system. If you are configuring the UC for another phone system, you must first use the configuration wizard to select the manufacturer and model of the company’s phone system. This integrates the system with the current switching device. Once the setup is complete, you can go back and modify the existing PBX settings. NOTE: You must have the boards installed prior to connecting to a PBX other than Telephony Office-LinX. For more information, refer to the Server Installation Guide. Make sure that you have completed the reconfiguration before modifying the PBX. CHAPTER 4 - MAINTAINING A PBX 4 PBX Telephony Office-LinX Server Configuration Guide The PBX screen The PBX screen can be accessed from the Admin screen. In the Tree tab (lefthand pane) of the Admin screen, rightclick on the PBX, then leftclick on Properties. The PBX screen appears, as above. 83 CHAPTER 4 - MAINTAINING A PBX 4 Using the toolbar buttons The following four (4) buttons allow you to perform various tasks within the PBX application: Telephony Office-LinX Server Configuration Guide Button Name Function Save PBX Saves the revised details of the PBX. Refresh PBX Refreshes the screen. Uses information from another PBX configuration. PBX Templates NOTE: When you choose another PBX, Telephony Office-LinX pastes this information to the appropriate tab. Add New PBX Template Allows you to specify new PBX configuration. Adding a new PBX template You can add a new PBX configuration so that it can be readily used as a template. To add a new PBX template: 1. On the PBX screen, click the Add New PBX Template button. The New PBX Template dialog box appears: 2. Select the Add New Model to Manufacturer radio button and select the manufacturer from the dropdown list. 84 CHAPTER 4 - MAINTAINING A PBX 4 OR Select the Add New Manufacturer radio button. 3. Click OK. The PBX > General screen appears. Telephony Office-LinX Server Configuration Guide 4. In the Manufacturer field, enter the new manufacturer you want to add. NOTE: This field is enabled only if you elected to add a new PBX manufacturer. 5. In the Model field, enter the new model. 6. In the Version field, enter the model version. 7. Select the PBX Extension Length Fixed checkbox. 8. In the PBX Extension Max Length field, enter the maximum length of the extension. NOTE: The default settings for the TOL Server switch are configured to have the Fixed Length checked off with an Extension length of 3. NOTE: If you have not selected the PBX Extension Length Fixed checkbox, the number you enter in the PBX Extension Max Length field determines the variable length of the PBX extensions. For example, if you enter 5, the PBX extension can be from one to five integers in length. 9. Click the Save PBX button. 85 CHAPTER 4 - MAINTAINING A PBX 4 Modifying the PBX Telephony Office-LinX allows you to modify PBX settings. Telephony Office-LinX Server Configuration Guide To modify the PBX: 86 1. In the Admin tree highlight the PBX, rightclick and select Properties. The PBX > General screen appears: CHAPTER 4 - MAINTAINING A PBX 4 Specifying General Options From the PBX > General screen, you can change the manufacturer, model and version of your PBX. Telephony Office-LinX Server Configuration Guide To specify General Options: 1. Click the PBX Templates icon to change the manufacturer, model and version of the PBX in use. The PBX Templates dialog box appears: 2. From the Manufacturer dropdown list, select the manufacturer of your PBX. 3. From the Model & Version dropdown list, select the model and version of the PBX you are using and click OK. When the Warning dialog box appears, click OK. The General screen displays the information you selected. 4. Select the PBX Extension Length Fixed radio button if you want the extension to be of a fixed length. 5. In the PBX Extension Max Length field, enter the maximum ength of the extension. NOTE: The default settings for the switch are configured to have the Fixed Length checked off with an Extension length of 3. If you have not selected the PBX Extension Length Fixed checkbox, the number that you enter into the PBX Extension Max Length field determines the variable length of the PBX extensions. For example, if you enter 5, the PBX extension can be from one to five numbers in length. 6. Click the Save PBX button. 87 CHAPTER 4 - MAINTAINING A PBX 4 Setting Dialogic channel parameters Telephony Office-LinX Server Configuration Guide CAUTION:Do not change these channel parameters. 88 When you install Telephony Office-LinX, the system automatically preloads the required settings regardless of the voice board it has detected. Channel Parameters allow you to change one or more of these predetermined settings. Here you can also configure the voice mail to integrate with other PBX systems. When installing Telephony Office-LinX with a Dialogic voice board, the Dialogic dialog box allows you to change one or more of these preinstalled parameters. To change a Dialogic channel parameter: 1. On the PBX>General screen, click the Channel Parameters button. The Dialogic dialog box appears: CHAPTER 4 - MAINTAINING A PBX 4 2. Select Internal, External, or Other to indicate the source of the call and the strength of the signal. Telephony Office-LinX Server Configuration Guide 3. Change one or more of the displayed fields: Field Function Start Delay The delay, once dialing has been completed and prior to analysis for Cadence Detection, Frequency Detection, and Positive Voice Detection, in 10 msec increments. The default is 250. Continuous No Signal The maximum time of silence (no signal) allowed immediately after Cadence Detection begins. If exceeded, a no ringback is returned in 10 msec increments. The default is 40000. Loop Current Delay The delay after dialing has been completed and before beginning Loop Current Detection in 10 msec increments. A value of –1 indicates to Disable Loop Current Detection. The default is 4000. Loop Current Delay 1 The delay after Loop Current Delay detects a transient drop in loop current and before Call Analysis returns a connect to the application in 10 msec increments. The default is 100. Hello Edge The point at which a connect will be returned to the application. Valid Range 1 (rising edge – immediately when a connect is detected) or 2 (falling edge – after the end of the salutation. The default is 2. Continuous NonSilence The maximum length of the first or second period of nonsilence allowed. If exceeded, a no ringback is returned in 10 msec increments. The default is 6500. Reserved Reserved. This must be set to zero. Intercept Mode Flag This parameter enables or disables SIT-Frequency Detection, Positive Voice Detection (PVD), and/or Positive Answering Machine Detection (PAMD), and selects the mode of operation for Frequency Detection. The default value is 4. Do NOT tamper with this setting unless so advised by Esna TechSupport. Reserved Reserved. This must be set to 1. Maximum Answer The maximum allowable length of Answer Size. When Answer Size exceeds Maximum Answer, a connect is returned to the application in 10 msec increments. The default is 10000. Answer Deglitcher The maximum silence period allowed between words in a salutation. This parameter should be enabled only when you are interested in measuring the length of the salutation. Measured in 10 msec increments. A value of –1 disables this condition. The default is –1. 89 CHAPTER 4 - MAINTAINING A PBX Telephony Office-LinX Server Configuration Guide 4 90 Field Function Dial Tone Present The length of time that a dial tone must be continuously present. Measured in 10 msec units. The default is 1000. Dial Tone Not Present The maximum length of time to wait before declaring dial tone failure. Measured in 10 msec increments. The default is 3000. Dial Tone Debounce The maximum gap allowed in an otherwise continuous dial tone before it is considered invalid. Measured in 10 msec increments. The default is 100. PAMD Fail Time Maximum time to wait for Positive Answering Machine Detection or Positive Voice Detection after a cadence break. Measured in 10 msec increments. The default is 4000. Minimum PAMD Ring Minimum allowable ring duration for Positive Answering Machine Detection in 10 msec increments. The default is 1900. No Answer Length of time to wait after first ringback before deciding that the call is not answered. Measured in 10 msec increments. The default is 30000. Maximum Inter-ring Delay Maximum time to wait between consecutive ringback signals before deciding that the call has been connected. Measured in 10 msec increments. The default is 8000. 4. Click OK. CHAPTER 4 - MAINTAINING A PBX 4 Specifying a fax board extension Telephony Office-LinX Server Configuration Guide Specifying a fax board extension which allows you to match a port number to an extension number. When a fax is received by the voice mail system, the fax call will be transferred to the specified extension. NOTE: Fax board settings must be configured only if you have either fax mail or fax on demand software installed. In addition, a fax board must be installed on the fax server. NOTE: The following settings apply to all but soft fax. To specify a fax board extension: 1. On the PBX>General screen, click the Fax Board Extensions button. The Fax Board Extensions dialog box appears: 2. Specify the following: • In the Port Number field, enter the fax port on the installed fax card. NOTE: You must enter the port numbers in consecutive order. If you are specifying more than one fax port, they must be specified in numerical order. 91 CHAPTER 4 - MAINTAINING A PBX 4 • In the Extension Number field, enter the analog extension connected to the associated port. • In the Voice Server field, enter the voice server name. • In the PBX Node field, enter the PBX node. Telephony Office-LinX Server Configuration Guide 3. Click OK, then the Save PBX icon. Specifying a voice mail extension In the Telephony Office-LinX system, you must match the port number with the line number 92 CHAPTER 4 - MAINTAINING A PBX 4 declared in the PBX Configuration. NOTE: These are predefined during installation of the switch. For more information, refer to the appropriate TAPI guide. Telephony Office-LinX Server Configuration Guide To specify a voice mail extension: 1. On the PBX > General screen, click Voice Mail Extensions. The Voice Mail Extensions dialog appears and displays the number of ports that have been installed to the system: NOTE: If you are using inband integration, these extensions do not have to be populated. If you are using SMDI, Ericsson MD 110, or MCI integration, the extensions must be populated. 2. Specify the following: • In the first Extension Number field, enter the first extension number. When you click on the next Extension Number field, the system asks if you would like the auto adding of all line numbers. 93 CHAPTER 4 - MAINTAINING A PBX 4 Click Yes to let the system add the rest of the extension numbers or click No to enter the rest of the extension numbers manually. Telephony Office-LinX Server Configuration Guide NOTE: The extension numbers must be entered in consecutive order (for example, 100, 101, 102, etc). If an extension number changes, you must specify the new Port Number/Extension Number combination. 94 • In the Voice Server field, enter the voice server name. • In the PBX Node field, enter the PBX node of the extension. 3. When all of the extension numbers have been specified, click OK and Save PBX. NOTE: For a 3COM TAPI installation, enter 7001 in the Extension Number field and 3COM in the Voice Server field. Click OK. CHAPTER 4 - MAINTAINING A PBX 4 Specifying Caller ID lines Telephony Office-LinX Server Configuration Guide While Telephony Office-LinX supports caller ID, some PBX systems require that all calls first go through a third-party caller id device (for example, Rochelle), which then passes them to the PBX. To specify caller ID lines: 1. On the PBX > General screen, click Caller ID Lines. The Caller ID Lines dialog box appears: 2. In the Port Number field, enter the number of the first port. When you click on the next Line Number field, the system prompts you to confirm the auto adding of all line numbers. 3. In the Voice Server field, enter the PBX node. 4. When all of the line numbers have been specified click OK, then the Save PBX toolbar button. 95 CHAPTER 4 - MAINTAINING A PBX 4 Specifying Transfer parameters The Transfer screen allows you to specify the actions required to perform a transfer generated by the voice board. Telephony Office-LinX Server Configuration Guide To specify Transfer parameters: 1. From the PBX screen, click the Transfer tab: 2. Change one or more of the displayed fields: 96 Action Function Blind Transfer Code A transfer that is done blindly, without supervision. Supervised Transfer Code Sequence to place caller on Hold and perform a supervised transfer. The following Special Characters may be used (’&’ - Flash Hook, ’-’ Pause). CHAPTER 4 - MAINTAINING A PBX Telephony Office-LinX Server Configuration Guide 4 Action Function No Answer Release Code Sequence to return to caller in the event of a no answer. The following Special Characters may be used (’&’ - Flash Hook, ’-’ Pause). Busy Release Code Sequence to get caller back in the event of a busy signal. The following Special Characters may be used (’&’ - Flash Hook, ’-’ Pause). Connect Code Sequence to connect a call. If your telephone switch requires a connect code (a code that must be dialed when connecting a transferred call), here is where you would define it. The following special characters may be used (’&’ - Flash Hook, ’-’ Pause). Hands Free Announce Code Sequence to connect a call. If your telephone system requires a connect code (a code that must be dialed when connecting a transferred call), here is where you would define it. The following Special Characters may be used ((’&’ - Flash Hook, ’-’ Pause). Call Pickup Code Code to initiate the pick up of a call from another station. Conference Code Code to establish a conference call to record the conversation. The default code is S. Centrex Transfer Code Code to release a Centrex transfer call. For example, the transfer code for a Norstar System is KN71. Centrex Release Code Code to release a Centrex transfer call Centrex Recall Code Indicates the code to dial to recall a Centrex transferred call. Default Rings The number of rings before system returns a no answer. Barge In Code to enable the function that allows a third party to enter into an existing conversation. Centrex N/A recall code Indicates the code to recall a no answer call. Centrex busy recall code Indicates the code to dial to recall a busy transferred Centrex call. Centrex conference code Indicates the code to establish a Centrex conference call to record the conversation. Centrex cancel conference code Indicates the code to cancel a Centrex conference call. 97 CHAPTER 4 - MAINTAINING A PBX Telephony Office-LinX Server Configuration Guide 4 98 Action Function Cancel conference code Indicates the code to cancel a conference call. Code pause duration The duration (in milliseconds) for a pause. 3. Select the Conference Splitable checkbox to allow for the conference split feature. Conference Split allows you to split a conference and speak privately with the original party. 4. Click the Save PBX toolbar button. CHAPTER 4 - MAINTAINING A PBX 4 Specifying Call parameters The PBX > Call screen allows you to specify call parameters for your PBX. Telephony Office-LinX Server Configuration Guide NOTE: A DTMF tone is a tone generated when a key (on a telephone keypad) is pressed. The tone is decoded and the exchange determines which key was pressed. These values are PBX-specific and may or may not pertain to the PBX on your system. To specify Call parameters: 1. From the PBX screen, select the Call tab: 2. Select the Allow Server Dialing checkbox to enable server, rather than User, dialing. 3. In the DTMF inter-digit timeout field, enter the DTMF inter-digit timeout of your PBX. 4. In the DTMF dial tone field, enter the DTMF dial tone of your PBX. 99 CHAPTER 4 - MAINTAINING A PBX 4 Telephony Office-LinX Server Configuration Guide 5. In the DTMF call progress box, specify the following: 100 • Select the DTMF call progress tone checkbox to allow for DTMF call progress tones. Call progress tones are tones sent from the switch to tell the caller of the progress of the call. Busy, for example. • In the DTMF ringing tone field, enter the DTMF ringing tone of your PBX. • In the DTMF answer tone field, enter the DTMF answer tone of your PBX. • In the DTMF busy tone field, enter the DTMF busy tone of your PBX. 6. In the Connection delay field, enter the duration (in milliseconds) of the connection delay. 7. In the One ring duration field, enter the duration (in milliseconds) of the PBX ring. NOTE: Mismatching values and fields will of course cause the system to work improperly. 8. Click the Save PBX toolbar button. CHAPTER 4 - MAINTAINING A PBX 4 Specifying Disconnect parameters The Disconnect screen allows you to define the parameters sent to the Telephony OfficeLinX system indicating that a call has been terminated. Telephony Office-LinX Server Configuration Guide To specify Disconnect parameters: 1. From the PBX screen, select the Disconnect tab: 2. Specify the following: • In the Hangup Code field, enter the DTMF code supplied by the PBX to signal a disconnect. NOTE: This information is necessary only if required by the PBX. 101 CHAPTER 4 - MAINTAINING A PBX Telephony Office-LinX Server Configuration Guide 4 102 • In the Hangup Delay Time field, enter the length of time (in seconds) the system is to wait before hanging up after receiving the hangup code. • In the Silence Detection field, enter the maximum length of silence (in seconds) that the system is to consider a disconnect. • In the Noise Detection field, enter the maximum length of noise (such as dial tone) that the system is to consider a disconnect. 3. Click Save PBX. Editing the disconnect tone (Analog integrations) Telephony Office-LinX allows you to define the type of signal used as the disconnect tone for the PBX. This tone is transmitted from one end of the user line or trunk to indicate to the other end that the established connection should be disconnected. NOTE: If no disconnect tone has been detected, you must first determine the frequency of the unrecognized prompt. To do this, use a secondary audio application (Prompt Studio, for example). In most cases, however, you do not need to make any changes since your disconnect settings were pre-set during installation. To edit a disconnect tone: 1. Click Edit. The Disconnect dialog box appears: CHAPTER 4 - MAINTAINING A PBX 4 Telephony Office-LinX Server Configuration Guide 2. Specify the following: • In the Frequency 1 field, enter the first frequency. • In the Frequency 2 field, enter the second frequency. • In the Cadence On field, enter the amount of time that the signal is on. • In the Cadence Off field, enter the amount of time that the signal is off. • In the No of Cycles field, enter the number of cycles that Telephony Office-LinX analyses before reporting the disconnect signal. NOTE: ESNA Technologies recommends a value of 2 cycles for the latter field. 3. Click OK. 103 CHAPTER 4 - MAINTAINING A PBX 4 Modifying Message Light parameters The Message Light dialog allows you to activate or deactivate message waiting lights after a message has been sent to a mailbox. Telephony Office-LinX Server Configuration Guide To modify Message Light parameters: 1. From the PBX screen, select the Message Light tab: 2. Specify the following: • 104 In the On Code field, enter the code to turn on the message light. If this field is left blank, Telephony Office-LinX uses the code contained in the system parameters for activating message waiting lights. CHAPTER 4 - MAINTAINING A PBX 4 • In the Off Code field, enter the code to turn off the message light. If this field is left blank, the system uses the code contained in the system parameters for deactivating message waiting lights. Telephony Office-LinX Server Configuration Guide NOTE: You must ensure that the letter ’E’ is included as a suffix to the On and Off Codes. The letter ’E’ signifies ’extension’. • In the Interval Time field, enter the frequency that the system will check ports set to notify. The system checks to see if there is an outcall event to be performed. • Select the Wait for Dial Tone checkbox to instruct the system to check for the dial tone. If selected, when the system goes off hook, it checks for the dial tone first. If no dial tone is detected, it returns to the company greeting. If the checkbox goes unselected, the system returns immediately to the company greeting. • Select the On Hook checkbox to instruct the system to send the message light codes to the telephone system. • Select one of the following radio buttons: Select Dial Digits and indicate in the enabled field which port to use to enable lighting of the message waiting light. In the Channels field, enter the channels assigned to display the Message Waiting Light. Select Send Through COM if the Message Waiting Light is triggered by a serial port. From the Device dropdown list, select the COM port. Select the CTI radio button to enable message waiting lights using MiTAI. CTI is the mechanism by which the message lights function. 3. Click the Save PBX toolbar button. 105 CHAPTER 4 - MAINTAINING A PBX 4 Specifying Inband parameters Telephony Office-LinX Server Configuration Guide If your telephone system does not have C.O. Line identification, Telephony Office-LinX allows you to simulate this feature. NOTE: Set up the C.O. Lines to ring into real extensions that are programmed to forward all calls to the system. On the "Inband Parameters" screen, enter the inband that you would normally receive from a forwarded extension into the Parameter 190 "Inband Outside C.O. Call". On the company screen, enter the extension number of this forwarded extension in the C.O. Lines field. To specify Inband parameters: 1. Click on the Inband tab: Whether or not these fields are populated will depend on the switch that was selected 106 CHAPTER 4 - MAINTAINING A PBX 4 when the PBX was configured. If your PBX uses a Serial Integration, the Inband tab will display it. If your integration is Inband, the Inband dialog displays both the Options and the Definition tab. Telephony Office-LinX Server Configuration Guide NOTE: The Serial Integration Device field becomes active if you select MD110, MCI, CTI, or ASCOM. 2. Specify the following: • From the Integration dropdown list, select your PBX. • Select the Verify Inband Length checkbox to verify that all inband codes are of the same length. This ensures that the inband codes being sent from the PBX are correct and are applicable to Mercator and Matra switches. • Select the Confirm Inband Signals checkbox to indicate that the system must confirm the inband signals. This is applicable to Mercator and Matra switches. • Select the Inband Use Invalid Sender as C.O. checkbox to indicate that the system is to use an invalid sender as a C.O. This is applicable to Mercator and Matra switches. • Select the Variable Length Inband Caller ID checkbox to indicate to the system that it can receive calls from numbers stings of variable length. NOTE: These options are used for Inband integration for the Mercator PBX. • In the Inband Signaling Delay field, enter the delay (in milliseconds) between packets. • In the Maximum Inband Digits field, enter the maximum inband digits that the system can accept. • In the C.O. Digits Length field, specify the integer length of the C.O. that will be accepted by the system. • In the Caller ID Length field, enter the integer length of the phone number that the caller ID receives. 107 CHAPTER 4 - MAINTAINING A PBX 4 • In the Delimiter field, leave the value as per the default. Do not alter. Telephony Office-LinX Server Configuration Guide NOTE: These options are used for Inband integration for the Nitsuko PBX. 108 3. Click the Save PBX toolbar button. CHAPTER 4 - MAINTAINING A PBX 4 Specifying the Dial Plan The Dial Plan dialog is used to specify the local, toll area, and long distance codes required so that the system can dial out. Telephony Office-LinX Server Configuration Guide To specify the Dial Plan: 1. From the PBX screen, select the Dial Plan tab: 2. In the Country Code field, enter the appropriate country code. 3. In the Dialing Suffix field, enter the symbol for pauses. 4. In the No of Digits in Phone No field, enter the maximum number permitted in the phone number dial string (for example, 7 or 10). 5. In the No of Digits in Area Code field, enter the number of digits in the local area code. 109 CHAPTER 4 - MAINTAINING A PBX 4 Telephony Office-LinX Server Configuration Guide 6. To add local area codes to the Dial Plan Local area text box, click the Add button. The Local area dialog box appears: 110 7. In the Local Area Code Prefix field, enter the prefix (first three numbers of the telephone number) that belongs to the area code specified in the Local Area Code field. 8. Select the All Local checkbox to indicate that all calls belonging to that particular prefix are local. 9. Click OK. You are returned to the Dial Plan screen. Repeat Steps 6~9 as required. NOTE: By adding prefixes to the specified local area codes, the system will recognize any numbers beginning with the specified local area codes and assigned prefixes as local calls. 10. Click the Save PBX toolbar button. CHAPTER 4 - MAINTAINING A PBX 4 Specifying area code rules Telephony Office-LinX Server Configuration Guide After specifying the area codes in the Dial Plan screen, you must ensure that your Phone and Modem Options in Windows is configured to handle local dialing; local dialing that requires the inputting of an area code. To specify area code rules: 1. In the Windows Task Bar, click Start > Settings > Control Panel > Phone and Modem Options. The Phone And Modem Options screen appears: 2. Click New. The New Location>General screen appears: 111 CHAPTER 4 - MAINTAINING A PBX 4 3. In the Location Name field, enter the location name that the system will be dialing to. 4. From the Country/region dropdown list, select the Country/Region that this location is in. 5. In the Area Code field, enter the area code. Telephony Office-LinX Server Configuration Guide 6. In the New Locations screen, select the Area Code Rules tab: 112 CHAPTER 4 - MAINTAINING A PBX 4 Telephony Office-LinX Server Configuration Guide 7. Click New. The New Area Code Rule dialog box appears: 8. In the Area code field, enter the local area code that the system is required to dial. 9. Select the Include the area code checkbox. 10. Click OK. Specifying the PBX Node In the PBX Node dialog box, you can specify your PBX node. To specify the PBX node: 113 CHAPTER 4 - MAINTAINING A PBX 4 Telephony Office-LinX Server Configuration Guide 1. From the PBX screen, select the PBX Node tab: 2. Click on the Add button. The PBX Node dialog box appears: 3. Specify the following: 114 • In the Node Description field, enter an unique name/description for the PBX node. • In the Node Address field, enter the PBX Node IP address. • In the Dial Prefix field, enter a dial prefix for the PBX node. CHAPTER 4 - MAINTAINING A PBX 4 • In the PBX Network ID field, enter the PBX node network ID. 4. Click OK, then click the Save PBX toolbar button. Telephony Office-LinX Server Configuration Guide Deleting a PBX If you are running a single PBX, Telephony Office-LinX does not allow you to delete it. 115 Telephony Office-LinX Server Configuration Guide CHAPTER 4 - MAINTAINING A PBX 4 116 5 Maintaining a Company In This Chapter . . . Specifying General Options on page 121 Specifying Advanced features on page 124 Specifying Call Options on page 155 Specifying Mailbox Options on page 158 Specifying Integrated Fax Options on page 160 Specifying Passwords/Security on page 163 Specifying Admin Broadcast Messages on page 166 Specifying ASR on page 168 Specifying AMIS parameters on page 176 Specifying a company language on page 180 Specifying the C.O./ Channel Assignment on page 195 CHAPTER 5 - MAINTAINING A COMPANY 5 Overview Telephony Office-LinX Server Configuration Guide Using the Telephony Office-LinX server, you can create single or multiple companies with multiple configurations on a single system. 116 NOTE: The number of companies that you can create is determined by the terms of your Sentinel license. You must enter at least one company in order for the server to work properly. Displaying summary information The Administration Console displays a summary of the details for each company associated with the PBX. These details include the company name, company number, and status. Using the toolbar buttons The following buttons allow you to perform various tasks within the Company application: Button Name Function Add Company Add a company Copy the configuration of one company to another company. Copy NOTE: If a single company exists, clicking this button creates a new company. Delete Company Delete a company Save Company Save a company. Refresh Company Refresh the display Key Mapping Allows for key mapping configuration. CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide Button Name Function Add Send Message Menu Allows configuration of message menu that is employed by outside callers wishing to leave a message to a mailbox During Record Menu Allows you to have extra functionality while recording is in progress. Distribution List Allows you to define distribution lists. Contacts Allows you to define business contacts. Business Hours Allows you to define company business hours. Holidays Allows you to define company holidays. 117 CHAPTER 5 - MAINTAINING A COMPANY 5 Company Opening a company Telephony Office-LinX Server Configuration Guide You can open a company from the Administration Console. To open a company: 1. Highlight the PBX. All companies pertaining to the PBX appear in the righthand pane. 2. Doubleclick on the company you want to open. The Company > General screen appears. Creating a company Telephony Office-LinX allows you to create additional companies under a single PBX. Each company can be made up of multiple feature groups, remote sites, voice menus, and customized mailboxes. NOTE: The number of companies that you can create depends on your licensing agreement. To create a company: 1. Highlight the PBX. 2. Rightclick and select New > Company. The Company > General screen appears. 118 CHAPTER 5 - MAINTAINING A COMPANY 5 Editing a company You can change all of the information associated with a company. Telephony Office-LinX Server Configuration Guide To edit a company: 1. Open a company. The Company > General screen appears. 2. Make all changes and click on the Save Company toolbar button. Deleting a company You can delete a company from either the Administration (Admin) Console or from a Company dialog box. Deleting from the Admin console Telephony Office-LinX allows you to delete one or more companies from the Admin console. To delete a company from the Admin console: 1. In the Admin tree, highlight the PBX. All associated companies appear in the right pane. 2. In the righthand pane, rightclick the company you want to delete and select Delete. A message appears, prompting you to confirm the deletion. 3. Click Yes. A dialog box appears informing you that the deletion of the company cannot be undone once it is performed. 4. Click Yes. The company is deleted. CAUTION: ESNA Technologies does not recommend the deletion of the default company. The deletion of the default company (or the last existing company in your configuration) will make all default mailboxes, customized mailboxes and feature groups irretrievable. 119 CHAPTER 5 - MAINTAINING A COMPANY 5 Deleting from a dialog box You can delete a company from any dialog box within a company. Telephony Office-LinX Server Configuration Guide To delete a company from a dialog box: 120 1. Open the company you want to delete. 2. Click on the Delete Company toolbar button. A message appears, prompting you to confirm the deletion. 3. Click Yes. A dialog box appears, warning you that you are about to delete the selected company. 4. Click Yes. The following message appears: 5. Click Yes. The General screen displays information about the next company, if one exists. CAUTION: ESNA Technologies does not recommend the deletion of the default company. The deletion of the default company (or the last existing company in your configuration) will make all default mailboxes, customized mailboxes, and feature groups irretrievable. CHAPTER 5 - MAINTAINING A COMPANY 5 Creating a Company Telephony Office-LinX Server Configuration Guide Specifying General Options From the Company > General screen, you can specify general information about the company, including name, phone number, and company mailbox. You can also create a new company within a company. To specify General Options: 1. From the Company screen, select the General tab: The Company Number field is entered automatically when you save the company. 121 CHAPTER 5 - MAINTAINING A COMPANY 5 2. Specify the following: Telephony Office-LinX Server Configuration Guide • 122 In the Company Name field, enter the name of the company. NOTE: The company name is used to associate users to a particular company when there are two or more companies sharing the same TOL server system. If the system is configured for only one company, this field will not affect any function of the system. • In the Domain Name /IP Address field, enter the domain name that you established for the UM server, or the IP address of the computer. CAUTION: This information must be specified if you want to create a VPIM address. • In the Phone Number field, enter the company’s phone number.. • From the Use Mailboxes From dropdown list, select a company. • From the Fax Extension dropdown address book, select the mailbox with which the fax extension is associated. • In the Admin Mailbox field, enter the Administrator’s mailbox. The Admin Mailbox specified must have a VPIM address and is used for sending delivery notifications. NOTE: When assigning a mailbox to the Fax Extension or Admin Mailbox fields, you can click the Address Book button to find the mailbox you are looking for or type it in yourself and click the Check Names button to confirm the entry. • From the PBX Node dropdown list, select the PBX node of the company. • From the Country dropdown list select the country the system is located. • From the Greeting Format dropdown list, select the format that you want to use to record greetings. • In the Collaboration URL field, enter the URL of the collaboration service that your company is using. (Collaboration services are enabled in the Web Client). CHAPTER 5 - MAINTAINING A COMPANY 5 • Select the C.O. Line radio button if C.O. lines are being used to relate the company. Otherwise, select the Port radio button. Telephony Office-LinX Server Configuration Guide 3. Click on the Save Company toolbar button. 123 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying Advanced features From the Company > Advanced screen you can specify a variety of options, including business/holiday hours and company-wide distribution lists. Telephony Office-LinX Server Configuration Guide To specify Advanced features: 124 1. From the Company screen, select the Advanced tab: CHAPTER 5 - MAINTAINING A COMPANY 5 2. Select one or more of the following features: Feature Function Allow Sequential Directory Indicates whether or not to allow callers to access the sequential directory when they select the directory option by pressing **. Telephony Office-LinX Server Configuration Guide Selected is the default value. Add Number of Messages to Beeper Number Indicates whether or not to indicate the number of new messages in the mailbox when outcalling to a beeper. This is shown with an asterisk (*), followed by the number (for example, 201 *3 indicates 3 new messages in mailbox 201). Selected is the default value. Play Mailbox Greeting for Express Voice Mail Indicates whether to play the mailbox greeting when callers are sent to Express voice mail, or merely the name prompt. Drop Messages Less than Max Silence If selected, messages that are less than the specified Maximum Silence parameter will not be delivered. Use Silence Detection in Record Conversation This will end a recorded conversation when silence is detected. Barge in Record Conversation This allows a Third Party to interrupt a conversation that is being recorded. Allow Dialing Extension Starting with 0 This allows you to create extensions that lead with the digit 0 (for example, 033). When Transferring, Play Prompt This plays the “Thank You. Please Hold” prompt when transferring calls from the automated attendant. 3. Click the Save Company icon. 125 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying paging options Telephony Office-LinX Server Configuration Guide Telephony Office-LinX allows a caller to have an internal user paged via the PBX Paging feature. As this feature is PBX-dependent, you must specify a paging access code. NOTE: The default settings are passed on your PBX codes and integration. To specify paging options: 1. On the Company > Advanced screen, specify the following: • In the Paging Transfer Code field, enter the sequence of actions or digits the system is to dial to make a transfer. • In the Paging Access Code field, enter the PBX port number for paging. • In the Paging Release Code field, enter the sequence of actions or digits that the system is to dial to get the caller back after intercom paging. • In the Paging Delay Time field, enter the length of time (in seconds) the system is to wait after paging before transferring to the extension. 2. Click the Save Company toolbar button. 126 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying business hours The Business Hours dialog box allows you to designate your company's office hours. These business hours are used in conjunction with Greeting Times to play the appropriate greeting. Telephony Office-LinX Server Configuration Guide To specify business hours: 1. In the Company>Advanced tab toolbar, click on the Business Hours icon Business Hours dialog box appears: . The 2. From the Closed Greeting dropdown list, select the phrase that you want to play when callers call outside of business hours. 3. Specify the following: • In the Time From field, scroll to the time (hours and minutes in 24-hour format) that the greeting is to start, or enter the time in the text field. • In the Time To field, scroll to the time (hours and minutes in 24-hour format) that the greeting is to end, or enter the time in the field. NOTE: Select the All Day checkbox if you want the greeting to play by default regardless of the time. If no time is entered in the Time From/Time To fields, the system will select All Day for its default value. 127 CHAPTER 5 - MAINTAINING A COMPANY 5 NOTE: A value of From 13:00 to no value indicates 1:00 PM to midnight. The maximum value is 23:59 and the minimum value is 0:00. Telephony Office-LinX Server Configuration Guide NOTE: The From field can not be greater than the To field. 128 4. Select the checkboxes representing which days you want the greeting to run. NOTE: If you want the message to run every day, select the Everyday checkbox. 5. From the Greeting dropdown list, select the greeting that is to play during the specified time. 6. Click on the Save Schedule toolbar button. CHAPTER 5 - MAINTAINING A COMPANY 5 Adding a holiday Telephony Office-LinX Server Configuration Guide The Holidays parameter allows you to specify holidays so that an appropriate greeting can be played on that day. There is no limit to the number of holiday dates you can enter. NOTE: When the Company starts with a Voice Menu, the Holidays phrase will only take effect if the Phrase field says “Company Active Greeting” in the Voice Menu. This tells the system to use the Phrase defined on the Greetings tab of the Holiday screen, and to check if the current day is a Holiday. To add a holiday: 1. On the Company toolbar, click on the Holidays icon appears: . The Holidays dialog box 2. Click on the Add Item icon. The Holiday Greeting and Voice Menu fields become active. HINT: You can also doubleclick on the date. • From the Month dropdown list, select the month that the holiday appears in. • From the Year dropdown list, select a year. 129 CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 130 • Leave All day selected if you want the prompt to play all day. If you want the prompt to begin playing at a particular time, deselect the checkbox and enter the time in the Start Time field. The prompt will remain active until midnight of that day. • In the Holiday Greeting field, enter the appropriate prompt that corresponds to the holiday in question. NOTE: You must record a new prompt for each holiday that you add, in order to properly reflect that holiday. To record these greetings, refer to Recording a Company Greeting in Chapter 12. 3. From the Voice Menu dropdown list, select the voice menu that you want the system to use. 4. Click OK. Viewing a schedule report for holidays The Schedule Report lists all of the holidays and associated voice menus that have been created for the company. To view a schedule report: 1. From the Holidays dialog box, click on the Holidays icon. The Schedule Report (Holidays) dialog box appears: CHAPTER 5 - MAINTAINING A COMPANY 5 Key Mapping Telephony Office-LinX Server Configuration Guide Single digit access (Key Mapping) fields are used in conjunction with the company greetings to allow callers to transfer to a desired department or individual by pressing a single digit (1 through 9). For example, the company greeting might say, “Good morning, you have reached ABC Company...for the sales department press one (1)...for technical support press two (2).” In the key mapping field, enter the appropriate mailbox number. For example, if the Sales department is Mailbox 101, enter the value as a single digit (1). For Mailbox 102 enter (2), and so on. If you do not want to use this function, leave these fields blank. Refer to the procedure below for the Key Mapping setup. Using the company default keys If you use the Key Mapping feature, make sure that you are aware of the following company default keys: • * Directory • # Login • 0 Operator 131 CHAPTER 5 - MAINTAINING A COMPANY 5 Special keys Telephony Office-LinX Server Configuration Guide There are two special values that may be entered in the key mapping fields to offer additional options to callers: pound (#) and asterix (*). The # enables the user to log into the system, and the * enables the caller to access the company directory. NOTE: Some telephone systems may have predefined features programmed to the (#) and (*) keys. To map the keys: 1. In the Company screen toolbar, click the Key Mapping toolbar button Mapping dialog box appears: . The Key 2. Specify the following: • 132 In the Description field, enter a brief description of this key mapping function. CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 • Select the Extension Dialing checkbox to allow callers that are in this menu to enter an extension that they will be directly transferred to. • The Actions field displays a list of predefined actions you can configure in the automated attendant. The following actions are available for key mapping: Action Function Disconnect Hang up the call. Recall Caller Recalls the caller out of the voice menu of a defined mailbox. NOTE: The DTMF Key assigned to this action cannot be the same as the first number of the user’s mailbox number. For example, if a user has the mailbox number 255, the Recall Caller action cannot be assigned to DTMF Key 2. Send to Company Operator Sends the caller to the company operator. Send to Directory Sends the caller to the company directory. Send to Fax Mail Sends the caller to a fax mail number. Send to Login Allows the caller to log into the system as a user. Send to Mailbox Transfers the caller to a defined mailbox. Send to Sequential Directory Lists the company directory by name in alphabetical order. Send to Voice Mail Sends the caller to the MBX that was entered. Note: This action works in the same way as if you had pressed # E# (for example, 7#E#). Send to Voice Menu This transfers the call into a custom voice menu for further processing. 133 CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 • The Actions listbox displays a list of action commands that you can define in a voice menu. Highlight an action, rightclick and select Set Action To. The DTMF key dropdown list appears: • Select a DTMF key to match to the action. For example, to transfer a caller to the Operator if they either press 0, highlight Send to Mailbox and select 0. To transfer the same call should the caller press 0 or make no selection at all, highlight Send to Mailbox, then select 0 and Default. • A dialog box appears if additional information is required. HINT: You can also drag and drop an action to a key. A mailbox for the Operator must exist before you can assign an action to 0. 3. Click the Save Key Mapping toolbar button. Creating a Key Mapping sub menu Creating a key mapping sub menu allows the user to create a series of different key mapping definitions based on different times and days of the week. For example, if a caller presses 1 in the morning, they are transferred to Sales. However, if they press 1 when the company is closed, the system transfers the call to an office in another time zone where operations are still open to handle the call. 134 CHAPTER 5 - MAINTAINING A COMPANY 5 To create a key mapping sub menu: 1. In the Company toolbar, click the Key Mapping icon. The Key Mapping dialog box appears. Telephony Office-LinX Server Configuration Guide 2. Click the Add Sub Menu icon. The Sub Menu number will increment by one. You can create as many key mapping sub menus as you need. You can also associate a schedule to play the sub menus at predefined dates and times. 3. Click the Start Menu Schedule toolbar button to associate the new sub menu to a time to be active. The Save dialog box appears. Click Save to save changes to key mapping. The Start Menu Schedule dialog box appears: 135 CHAPTER 5 - MAINTAINING A COMPANY 5 4. Select the Schedule Enabled checkbox to enable the current key mapping sub menu. Enabling one sub menu disables all other existing sub menus. 5. From the Default Start Menu dropdown list, select the sub menu that should be active during default hours. When all schedules expire, the system will default to this sub menu. Telephony Office-LinX Server Configuration Guide 6. In the Description text box, enter a brief title/description of the sub menu. 7. In the Time Start and End fields, indicate when the sub menu will begin to be active and when it will cease to be active, respectively. Select the Add day checkbox to make the sub menu active 24hrs. The Duration field will automatically indicate the duration of time the sub menu will be in effect. 8. Indicate one of the following sub menu recurrence patterns: • Select the None radio button to indicate that the sub menu is inactive. • Select the Daily radio button to indicate that the sub menu will be active on a day-byday basis. You then have two (2) options: Select the Every weekday radio button if you want the sub menu to be active every weekday. OR Select the Every X day radio button to specify an interval of activity for the sub menu (every second day by entering 2 in the field, for example). • 136 Select the Weekly radio button to indicate that the sub menu will be active on a weekly basis. Next, in the Recur Every X week(s) on field, enter an interval of activity for the sub menu (every third week by entering 3 in the field, for example). Finally, check the boxes of the days of the week you want the sub menu to be in effect. So, if you wanted a sub menu to be active every second Monday, Wednesday and Thursday, you would enter 2 in the field and select the Monday, Wednesday and Thursday checkboxes. CHAPTER 5 - MAINTAINING A COMPANY 5 • Select the Monthly radio button if you want the sub menu to be active on a monthly basis. You have two (2) options: Telephony Office-LinX Server Configuration Guide Select the Day radio button and indicate which day of the month you want the sub menu to be active. OR Select the The radio button and indicate which day of a month you want the sub menu to be active. For example, if you want the sub menu to be active on the second Monday of every second month, you would select the The radio button, select Second and Monday, and enter 2. • Select the Yearly radio button if you want the sub menu to be active on a specific day of the year. You have two (2) options: Select the Every radio button and indicate the day of the year on which you want the sub menu to be active. OR Select the The radio button and indicate a specific day of a specific month of the year on which you want the sub menu to be active. For example, if you want the sub menu to be active on the second Thursday of every March, you would select theThe radio button and select Second, Thursday and March from the dropdown lists. 9. In the Range of Recurrence groupbox, select a date from the Start dropdown list to indicate the day on which the sub menu comes into effect. From there, you have two (2) options: Select the No end Date radio button if you want the sub menu to have no end date. 137 CHAPTER 5 - MAINTAINING A COMPANY 5 OR Select the End by radio button and from the dropdown list select the date on which you want the sub menu to cease being in effect. Telephony Office-LinX Server Configuration Guide 10. From the Start Menu dropdown list, select the sub menu that will run at the times specified. 138 11. Click the Save Schedule toolbar button. The sub menu is saved. CHAPTER 5 - MAINTAINING A COMPANY 5 Configuring the Send Message Menu The Send Message Menu allows you to configure a message menu that will be used by outside callers who decide to leave messages to mailboxes within your company system. Telephony Office-LinX Server Configuration Guide To configure the Send Message Menu: 1. In the Company toolbar, click the Add Send Message Menu button Message Menu dialog box appears: . The Send 2. In the Menu Name field, enter a name for the sub menu. 3. From the Play Method dropdown list, select which play method to use. 139 CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 4. In the Sub Menu Phrase dropdown list, select which phrase to use for the sub menu. 140 NOTE: If you are using a language other than English, you must define your Sub Menu Phrases so that they correspond to the language that you are using. By default, the system installs the English language ranges. If you are using a French system, you must select the .VOX file in the French range that corresponds to the default English .VOX file. For example, SAL9501.VOX is installed by default. To define the French equivalent, you must select SA9551.VOX ( the last digit must match), and so on, for each Sub Menu Phrase. Below is a list of the .VOX file ranges for the Sub Menu Phrases. Language .VOX File (Range) English SAL9501.vox - SAL9510.vox (set by default) French SAL9551.vox - SAL9560.vox German SAL9601.vox - SAL9610.vox Spanish SAL9651.vox - SAL9660.vox Italian SAL9701.vox - SAL9710.vox Dutch SAL9751.vox - SAL9760.vox 5. In the Description field, enter an accurate title/description of the sub menu. 6. In the No. of Retries field, enter the maximum number of retries a caller is allowed within the sub menu. 7. In the Timeout field, enter the amount of time (in milliseconds) that is allowed for inactivity before the system times out. 8. From the Actions listbox, drag and drop the selected actions into the DTMF key of choice. By assigning actions to specific keys, outside callers will be presented with the actions you have defined. Action Function Append to Recorded Message Adds another message to an existing message. Cancel Message and Exit Cancels the message and exits. Rerecord Message Allows for the rerecording of the message. Review Recorded Message Plays the recorded message for review. CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 Send Recorded Message Sends the message to the destination. Send to Sub Menu Sends message to the sub folder. Toggle Certified Flag Flags message as certified. Toggle Confidential Flag Flags message as confidential. Toggle Mass Recall Enables mass recall. Toggle Urgent Flag Flags the message as urgent. Transfer to Operator Sends the caller to the company operator. When dragging and dropping actions, the Parameters dialog box may appear: If so, simply enter the next Sub menu number that is to follow the current action in the Next Sub Menu textbox. Make the appropriate selection from the DTMF choice dropdown list. Select the Do not play prompt checkbox to disable the prompt, if desired. The default value is prompt enabled. Whether this checkbox is selected or not, all options remain available. Click OK. 9. When you are finished defining all actions, click on the Save Send Message Menu toolbar button. 141 CHAPTER 5 - MAINTAINING A COMPANY 5 Configuring the During Record Menu The During Record Menu allows you to configure a message menu that will be used by outside callers during a message recording session. Telephony Office-LinX Server Configuration Guide To configure the During Record Menu: 142 1. In the Company toolbar, click the During Record Menu button. The During Record Menu dialog box appears: 2. In the Menu Name field, enter a name for the sub menu. 3. From the Actions listbox, drag and drop the selected actions into the DTMF key of choice. By assigning actions to specific keys, outside callers will be presented with the actions you have defined. Action Function Append to Recorded Message Adds another message to an already recorded message. Cancel Message and Exit Cancels the message and exits. Re-record Message Allows for the re-recording of a message. Review Recorded Message Plays the recorded message for review. Send Recorded Message Sends the message to the destination. CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 Toggle Certified Flag Flags message as certified. Toggle Confidential Flag Flags the message as confidential. Toggle Mass Recall Enables mass recall. Toggle Urgent Flag Flags the message as urgent. Transfer to Operator Sends the caller to the company operator. When dragging and dropping actions, the Parameters dialog box may appear: • Select the Urgent checkbox to mark the message as urgent. • Select the Certified checkbox to notify the caller when the message is received. • Select the Confidential checkbox to restrict the receiver from forwarding the message. • Select the Do not play prompt checkbox to disable the prompt, if desired. The default value is to enable the prompt. 4. Click OK. 5. When you are finished defining all actions, click on the Save During Record Menu icon. Creating a distribution list Telephony Office-LinX allows you to create a distribution list consisting of one or more mailboxes. This enables you to send a voicemail, email, or fax to more than one user simultaneously. When creating the distribution list you can add internal UM users, users on a site that is networked via AMIS to the UM, users on a site that is networked via VPIM to the UM, and external email users. This allows you to send a voice message to any user on your list with one of these profiles . 143 CHAPTER 5 - MAINTAINING A COMPANY 5 Each mailbox has the capability of holding all the distribution lists that you need, each consisting of an unlimited number of mailboxes. Telephony Office-LinX Server Configuration Guide To create a distribution list: 1. In the Company toolbar, click the Distribution List button. The Distribution List dialog box appears: 2. In the List Number field, enter the Distribution list number. 3. In the List Name field, enter a name for the Distribution list. NOTE: The list name can be any combination of numbers and characters found on a telephone keypad. If you require the voice mail system to read your distribution lists to you, it will read the characters that you have entered in this field through the telephone handset using the Text-to-Speech (TTS) feature. 144 CHAPTER 5 - MAINTAINING A COMPANY 5 NOTE: Both the list number and list name must be unique within a company. Telephony Office-LinX Server Configuration Guide 4. From the Distribution List listbox, you can do the following: • To add a mailbox to the Distribution List, highlight it in the Mailbox No. listbox and click Add. • To add all mailboxes to the Distribution List, click on Add All. • To remove a mailbox from the Distribution List, highlight it and click Remove. • To remove all mailboxes from the Distribution List, highlight it and click Remove All. 5. Click on the Save Distribution List toolbar button. Editing a distribution list You can edit any Distribution List associated with a company. To edit a distribution list: 1. From the Company toolbar, click the Distribution List icon. The Distribution List dialog box appears. 2. From the Go to dropdown list, select the Distribution list you want to edit. 3. Make your changes, then click the Save Distribution List toolbar button. Deleting a distribution list You can delete any distribution list associated with a company. To delete a distribution list: 1. From the Company toolbar, click the Distribution List button. The Distribution List dialog box appears. 145 CHAPTER 5 - MAINTAINING A COMPANY 5 2. From the Go to dropdown list, select the Distribution List entry you want to delete. Telephony Office-LinX Server Configuration Guide 3. Click the Delete Distribution List toolbar button. The following dialog box appears: 4. Click Yes to proceed with the deletion. Adding an AMIS site AMIS (Audio Messaging Interchange Specification) is a communications standard that enables voice-messaging systems produced by different vendors to network or inter-network together. Specifying an AMIS user allows the system to integrate with voice processing systems from other vendors. To add an AMIS site: 1. From the middle-left listbox on the Company > Distribution List screen, highlight an AMIS site and click Add. The Remote Site dialog box appears: NOTE: An AMIS address must be numeric. 2. In the Address field, enter the remote user’s mailbox number and click OK. 3. Click on the Save Distribution List toolbar button. 146 CHAPTER 5 - MAINTAINING A COMPANY 5 Adding a VPIM site Telephony Office-LinX Server Configuration Guide Voice Profile for Internet Mail (VPIM) is an International Telecommunications Union (ITU) standard that allows different types of messaging servers to pass voice and fax messages between each other over the Internet. For information on adding a VPIM user to the system, refer to Adding a VPIM site on page 147. To add a VPIM site: 1. From the middle-left listbox on the Company > Distribution List screen, highlight a VPIM site and click Add. The Remote Site dialog appears. 2. In the Address field, enter the remote user’s mailbox number and click OK. NOTE: The address can be alphanumeric. 3. Click on the Save Distribution List button. 147 CHAPTER 5 - MAINTAINING A COMPANY 5 Adding an email user You can add both internal or external email addresses to the Distribution List. Telephony Office-LinX Server Configuration Guide To add an email user: 148 1. In the Email field (at the bottom of the Company > Distribution List screen), enter the user’s SMTP email address and click Add. Telephony Office-LinX pastes the address into the Distribution List textbox: 2. Click on the Save Distribution List toolbar button. CHAPTER 5 - MAINTAINING A COMPANY 5 Creating a contact The Admin console allows you to create company contacts. Telephony Office-LinX Server Configuration Guide To create contacts: 1. In the Company toolbar, click the Contacts button . The Contacts screen appears: 149 CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 2. The fields is this screen are for display only. To add a contact, click the Add Contact button on on the toolbar. The Contacts dialog box appears: 3. Specify the following: 150 • Select the Speech Enable checkbox to allow public contacts to be speech-enabled. • In the User Name field, enter a user name for the contact. CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 • In the Gender field, select a sex for the contact from the dropdown list. • From the Title dropdown list, select a designation for the contact (Mr., for example) • In the First Name field, enter the contact’s first name. • In the Middle Name field, enter the contact’s middle name. If unknown, this field may be left blank.. • In the Last Name field, enter the contact’s last name. • From the Suffix dropdown list, select the contact’s post-name designation (Jr., for example), if they have one. • Click on the ... button beside the Birthday field to select the contact’s birth date from a calendar. • In the Company field, enter the name of the contact’s company. • In the Job Title field, enter the contact’s official job title. • In the Office field, enter the namelocation of the office where the contact works. • In the Department field, enter the name of the company department in which the contact works. • In the Business Address field, enter the contact’s full mailing address. Clicking on the Address button brings up the Address dialog box, where you can enter this address one field at a time. HINT: Clicking on the ellipsis button will call up the Address dialog box. Here you may enter the Country/Area/City Code/Number in the supplied fields. Click OK. This information will then be shown in the Phone field. This form is identical for all ellipsis buttons in the Company screens. • In the Phone field, enter the contact’s primary telephone number. 151 CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 152 • In the Phone 2 field, enter a second telephone number for the contact (if desired). • In the Fax field, enter the contact’s fax number. • In the Mobile field, enter the contact’s mobile phone number. • In the Beeper field, enter the contact’s beeper number. • In the Email field, enter the contact’s email address. • In the Web Site field, enter the contact’s business web site. • In the Description field, enter a short description of the contact web site. 4. Click on the Other Info tab if you want to enter personal or miscellaneous information for the contact: CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 5. Click on the Notes tab if you want to enter any notes/comments on the contact: 153 CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 6. Click on the User-defined Info tab if you want to create your own information/data for this contact: An example might be the contact’s nickname. In such a case, you would click on the Add button. The following dialog box appears: If that contact’s nickname was "Growler", you would enter ’Nickname’ in the Name field and ’Growler’ in the Value field, then click OK. 7. Click OK. The contact is saved. 154 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying Call Options Default Call Options settings are loaded when you first install the system. From the Company > Call Options screen, you can change these settings. Telephony Office-LinX Server Configuration Guide To specify Call Options: 1. Click the Call Options tab. The Call Options dialog box appears: 2. Specify the following: • In the Outcall Access Code field, enter the code required for the system to access an outside line. 155 CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide NOTE: The code must be followed by a comma. 156 • Account Code • If the Prefix checkbox is selected • Account Code Dialing Format • In the Outcall Retry Time field, enter the period of time that the system is to wait before attempting to make another outside call. The default is 2. • In the Minimum Message Length field, enter the minimum length of messages in seconds. If set to 0, all messages will be recorded. The default is 2. • In the Caller Number of Retries field, enter the number of invalid attempts an outside caller is allowed while in the voice mail system before disconnecting the call. The default is 3. • In the User Number of Retries field, enter the number of invalid attempts an internal user is allowed while in the voice mail system before disconnecting the call. The default is 3. • In the Maximum Call Length field, enter the maximum number of minutes that an incoming call can last. A value of 0 indicates unlimited time. The default is 30 minutes. • In the Maximum Time for Call back field, enter the maximum time (in minutes) that a call-back call can last. • In the Inter-Digit Delay Time field, enter the maximum time interval that the system should wait between inband digit strings before reading. The default is 3000 msec. • In the Number of Rings During Business Hours field, enter the number of rings before the auto attendant answers during business hours. A value of one (1) intercepts calls quickly. • In the Number of Rings after Business Hours field, enter the number of rings before the auto attendant answers when the Company is closed. A (1) intercepts calls quickly. • From the Press Key dropdown list, select either 1 for q and Z or 7 for Q and 9 for Z to specify the number assigned to the letters Q and Z. CHAPTER 5 - MAINTAINING A COMPANY 5 3. Select the Free Format Digit Dialing checkbox to allow for free format dialing. If selected, callers can dial any system extension even if a mailbox is not associated with that extension. Telephony Office-LinX Server Configuration Guide 4. Click the Save Company toolbar button. 157 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying Mailbox Options Telephony Office-LinX Server Configuration Guide From the Company > Mailbox Options screen, you can specify the options for all mailboxes associated with this company, including the mailbox length (number of digits representing the mailbox), the length of the directory list, and the method used to sort the mailboxes. 158 To specify Mailbox Options: 1. On the Company screen, select the Mailbox Options tab: CHAPTER 5 - MAINTAINING A COMPANY 5 2. Select the Mailbox Length Fixed checkbox to indicate whether or not the mailboxes associated with this company will be of a fixed length (Selected), or of a variable length (not Selected). 3. In the Mailbox Max Length field, enter the maximum number of digits that mailboxes can be. Telephony Office-LinX Server Configuration Guide 4. Select one of the following radio buttons: • Sorted by Last Name - select to sort all mailboxes by last name • Sorted by Mailbox No - select to sort all mailboxes by mailbox number 5. Select the Refresh Mailbox Message Lights checkbox to automatically audit mailbox status and reset mailbox message lights in cases of power failures and computer reboots. This by default is turned off and only activated when the PBX does not have the capability to store message light status in memory. 6. In the Skip greeting termination keys field, enter the keys for skipping the greeting. 7. Select the Deactivate MWI if checkbox to deactivate message waiting indicators. Selecing this check-box will enable the Number of internal Recipients more than field, in which you enter the number of active internal recipients after which message waiting indicators will be deactivated. 8. Click on the Save Company button. 159 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying Integrated Fax Options From the Company > Integrated fax screen, you can specify fax options for all mailboxes associated with a company. Telephony Office-LinX Server Configuration Guide To specify Integrated Fax Options: 1. On the Company screen, select the Integrated fax tab: 2. In the Integrated Fax incoming folder field, enter the name of the incoming fax folder for the company. 3. In the Integrated Fax outgoing folder field, enter the name of the outgoing fax folder for the company. 160 CHAPTER 5 - MAINTAINING A COMPANY 5 4. In the FTP server address field, enter the company’s FTP server address. 5. In the FTP server account field, enter the name of the company’s FTP server account. Telephony Office-LinX Server Configuration Guide 6. In the FTP server account password field, enter the company’s FTP server account password. 7. In the Confirm account password field, re-enter the company’s FTP server account password. 8. In the FTP server virtual folder field, enter the name of the folder on the FTP server through which files are passed to and from the voice server. From the voice server comes documents ready to be printed. To the voice server go TIFF files ready to be faxed. 9. In the Sent fax expired field, enter the number of days to pass before a fax expires 10. In the Repeat printing of file if no response after field, enter the length of time (in minutes) the system will wait for a response after a print before attempting another print. 11. In the Number of retries for printing file if no response field, enter the number of times the system will attempt a print if there is no response. 12. Click on the Save Company toolbar button. NOTE: In order for the Integrated Fax feature to function properly, a virtual directory must be associated with the default FTP site. Please refer to the instructions below. • Click on Start > Settings > Control Panel > Administrative Tools > Internet Services Manager. 161 CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 162 • Doubleclick on the Internet Services Manager icon. The following screen appears: • Rightclick on Default FTP Site and select New > Virtual Directory. The Virtual Directory Creation Wizard appears. Click Next. • The Virtual Directory Alias screen appears. In the text field, enter ’EFSP’. Click Next. • The FTP Site Content Directory screen appears. Click on the Browse button and navigate to ’C:\UC\EFSP’. Click OK and Next. • In the Access Permissions screen, select the Read and Write checkboxes and click Next. • Click Finish. Integrated Fax is now properly configured. CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying Passwords/Security From the Passwords > Security screen, you can specify important security features for a company. Telephony Office-LinX Server Configuration Guide To specify Passwords/Security: 1. Click on the Passwords/Security tab: 2. Select the Forced password change checkbox to force each mailbox user (in the company) to periodically change their password. 163 CHAPTER 5 - MAINTAINING A COMPANY 5 3. In the Enable Password change every field, enter the number of days after which a mailbox user can change their password. For example, if you enter 30 in this field, users can change their password every 30 days. Telephony Office-LinX Server Configuration Guide 4. Select the Password length Fixed checkbox if you want to establish a fixed length for passwords. 164 5. In the Minimum Password length field, enter the minimum length for passwords. So, if you want all passwords to be a minimum of seven (7) characters in length, you would enter 7 in this field. 6. In the Default User password field, enter the default password for all new mailbox accounts. 7. Select the Yes radio button if you want mailbox users to be prompted for their password upon first accessing their mailbox. OR Select the No radio button if you do NOT want users to be prompted for their password upon first accessing their mailbox. 8. Specify the following: • Select the Allow password to be same as mailbox number checkbox if you want to allow a user’s mailbox number and password to be the same. In such a scenario, the user for mailbox ’1234’ can set their mailbox password as ’1234’. • Select the Allow sequential numbers in password checkbox if you want to allow users to use sequential numbers in their password. For example: ’12345’. • Select the Allow repeat number in password checkbox if you want to allow users to use numbers in their password more than once. In such a scenario, a user could set their mailbox password at ’55555’. • Select the Allow reuse of passwords checkbox to allow the user to employ any password more than once. CHAPTER 5 - MAINTAINING A COMPANY 5 9. In the Number of periods where passwords cannot be reused field, enter the number of times a user can reuse a password. For example, if you enter ’2’ in this field, a user can use a specific password (i.e. 1234) only twice. If you had entered ’1’ in this field, the user could use each of their passwords only once. Telephony Office-LinX Server Configuration Guide 10. In the Number of incorrect attempts after mailbox is locked field, enter the number of user login attempts allowed before a mailbox is locked. 11. Select the Allow alphanumeric passwords (IMAP/POP3) only from all clients check-box to allow alphanumeric passwords (IMAP/POP3) from all clients. 12. Click the Save Company toolbar button. 165 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying Admin Broadcast Messages From the Company > Admin Broadcast Messages screen, you can maintain and/or send administrator broadcast messages. Telephony Office-LinX Server Configuration Guide To create Admin Broadcast messages: 166 1. Click on the Admin/Broadcast Messages tab: CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 2. Click the New button. The following dialog box appears: 3. In the Subject field, enter a subject for the message. 4. In the text field provided, type in your message. 5. Click the Send button to send the message to everyone in the company. OR Click the Save buttonon the toolbar to save the message for later sending. NOTE: Saved messages will display on the Company > Admin Broadcast Messages list. If you want to send a saved message, simply highlight it and click the Send button. 167 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying ASR The ASR tab allows you to activate and configure the ASR engine in the automated attendant. Telephony Office-LinX Server Configuration Guide To specify ASR: 1. On the Company screen, select the ASR tab: 2. Specify the following: 168 • Select the Voice Recognition checkbox to activate the ASR engine in the automated attendant. • Select the Confirm Names in Voice Recognition checkbox to enable the confirming of the name spoken by the caller. CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 • Select the Allow Barge-In in Voice Recognition checkbox to allow a third party to join a conversation that is being recorded. • Select the Allow Barge-In in Confirm Names checkbox to allow a third party to interrupt name confirmation. • Select the Allow Say Operator checkbox to allow a caller to be transferred to the operator. NOTE: Even after enabling the speech-activated auto attendant, the default company prompt will continue to play when the system is called. Make sure to rerecord this main company greeting so that callers will know about the new functionality. For example: “Thank you for calling <NAME OF COMPANY>. Please say the name of the person you wish to speak with”. 3. From the Contact Priority dropdown list, select which of your contacts (Public, Private or None) are less important when doing speech recognition of contacts. For example, if in a mailbox you choose to recognize both Public and Private contacts (Mailbox > Mailbox Options screen) and the number of users (company mailboxes + private contacts + public contacts) exceeds the number of allowable users on the license, you must uncheck either the Enable ASR for Public Contacts or Enable ASR for Private Contacts checkbox as per the priority you have specified in this (Contact Priority) dropdown list. If, for example, you select Private in this dropdown list, you will uncheck the Enable ASR for Private Contacts checkbox on the Mailbox > Mailbox Options screen. This will then give priority to Public contacts. 4. Select the Disable Notification checkbox to enable or disable message notification. 5. Click the Save Company toolbar button. 169 CHAPTER 5 - MAINTAINING A COMPANY 5 Creating ASR name variations Telephony Office-LinX Server Configuration Guide Using the Telephony Office-LinX Administrator console, the system administrator can create different variations of a user's name and store these versions in the company directory. The more variations of a user's name in the directory, the more precise the system will be in recognizing the person's name when it is spoken. A mailbox must be associated to a Directory-enabled feature group. To enable, open the Telephony Office-LinX Administrator console, go to Company > Feature Group > Mailbox Options, and select the Directory checkbox. NOTE: Directory access allows users to be listed both in the dial by name directory and the complete directory. The dial by name directory is set up in ascending order with respect to mailbox number. Callers may access the dial by name directory by pressing the <*> key when they reach the auto attendant, or they may listen to the complete company directory (arranged in ascending order according to mailbox) by pressing the <*> key a second time. HINT: If any particular user does not wish to be listed in the dial by name directory, another mailbox group can be set up with this feature deactivated. When defining a name variation, you have the choice of entering it as it is actually spelled or as it sounds. What you choose to do depends on how the name is pronounced. Although a name like 'Bob' is fine as it is, one like 'Malcolm' would, for ASR purposes, most accurately be pronounced as 'Malcome' or 'Malkum''. A surname like 'Gloucester' would be best defined as 'Gloster', as per its correct pronunciation. NOTE: As the standard ASR engine only supports 250 names, you will need to upgrade if you are planning to input more names. To create ASR name variations: 1. Click Company > Mailbox Structure. Open a particular mailbox or a mailbox within a folder and click on the Advanced tab. Click on the Directory Listing button. The Directory Listing dialog box appears: 2. Click Add. The New Directory Listing dialog box appears: 170 CHAPTER 5 - MAINTAINING A COMPANY 5 3. Enter an alternate spelling of the user's name and click OK. The Directory Listing dialog box appears and displays the new listing. Telephony Office-LinX Server Configuration Guide 4. Close the window and click the Save Mailbox toolbar button. 171 CHAPTER 5 - MAINTAINING A COMPANY 5 Using phonemes You may in some instances find it beneficial to input strict phonetic spellings of names in a Nuance dialect text file. Take the following steps: Telephony Office-LinX Server Configuration Guide 1. Go to \nuance\v8.0.0 and create a text file using the <language><dialect>.txt format (EnglishAmerica.txt for US English, for example). 172 2. Open the text file. 3. Use the word Phoneme format as you add new pronunciation rules for names. The following table shows all possible phonomes (American English), as well as what sounds are made by the Telephony Office-LinX system: CHAPTER 5 - MAINTAINING A COMPANY 5 NOTE: All letters must be separated by a space and phonemes must be spelled correctly or ASR will not work properly. Telephony Office-LinX Server Configuration Guide NOTE: Do not enter phonemes in the directory that are not on an official language list. A few sample names: glenn glEn francois franswO linda lInd^ albert albrt claire kler 4. When you are finished, save and close the .txt file. Run \<installpath>\packages\EnglishAmerica.bat (if you have just made changes to your American English text file). Changes made in the ASR directory take effect when the voicemail system is re-started or you re-compile grammar. Compiling grammar When mailboxes are added or names are modified, grammar compilation is necessary and will automatically be scheduled 5 minutes after the last change is made. To compile grammar, simply go to the Company > ASR screen and click on the Compile Grammar button. 173 CHAPTER 5 - MAINTAINING A COMPANY 5 Notes Based on the license available on the Telephony Office-LinX, the system can search for the following: AST 1 - up to 250 names active on 2 voice ports (no upgrades) Telephony Office-LinX Server Configuration Guide AST 2 - up to 500 names on as many ports as the system has enabled AST 3 - 500+ names on as many ports as the system has enabled Due to the design of the Telephony Office-LinX speech engine, a 1-to-1 ratio for speech ports and voice ports is not necessary. In the example where a system has 2 speech-enabled ports, only 2 simultaneous recognitions can occur. Once a name is recognized, the speech engine is free to recognize another name on another port. The speech engine allows for aliases for the same name to be created, and still be considered a single instance of recognition. The main search name will be based on the mailbox owner's inputted name from the mailbox administration screen; aliases as well as phonetically spelled names, however, can be configured under the "Directory Listing" within each mailbox. For example, in an end user site that is licensed for AST2 and the number of mailboxes with names are 300, creating 1 alias and 1 phonetic variant of the name does not increase the maximum names requirement to 900, nor does it create a need for an AST3 license. The end user site can still retain an AST2 license until the number of mailboxes that are used for name recognition exceeds 500. The system administrator also has the ability to choose which mailboxes can be part of the names recognition by grouping them in a feature to allow name searches, and placing the rest in a separate group with the directory search option disabled. Testing name pronunciations To find out how a word is being pronounced by ASR: 1. Select Start > Run. The Run dialog box appears. 2. On the Run dialog box, type or select cmd from the Open: dropdown list. The DOS dialog box appears. 3. Type cd %nuance%\bin\win32, then hit Enter. 174 CHAPTER 5 - MAINTAINING A COMPANY 5 4. Type pronounce <Language>.<Dialect> <word>. For example, if you wanted to know how "hello" was being pronounced in US English, you would type pronounce English.America hello at the command prompt. Telephony Office-LinX Server Configuration Guide NOTE: Make sure Nuance has been properly installed on your system before attempting to find out how a name is pronounced. If you do not have Nuance installed, your system will not recognize the "pronounce" command. If your system is not responding... In some cases, despite your having followed the procedure above, your system won’t recognize the "pronounce" command. This can happen when any of the following conditions are present: • PC needs reboot. You might need to reboot your PC. Reboot your PC and, on re-entering Windows, do the Name Pronunciations procedure (above) again. • All not well with Nuance. Nuance might not have been properly installed, not installed at all, or Nuance may have been corrupted. Please ensure that Nuance has been installed correctly and is running as it should. 175 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying AMIS parameters Telephony Office-LinX Server Configuration Guide Audio Messaging Interchange Specification (AMIS) is a standard that enables voicemessaging systems produced by different vendors to network. 176 Telephony Office-LinX is AMIS compatible. The AMIS specification calls for the use of DTMF tones to convey control information and transmission of the message itself in analog form. This means that the system can be networked to other systems or with other vendors’ voice messaging systems that are also AMIS compatible. With AMIS networking, users from different locations can communicate as if they are all on the same voice mail system. This feature is especially useful for companies that have multiple locations. A user that wants to send a message to the head office can do so as if they are sending an internal message from one mailbox to another. Distribution lists can include entire AMIS sites, or specific mailboxes from different AMIS sites. A user at one location can set up a mailbox in another location (referred to as a virtual mailbox, as it has no physical extension), and then set up Message Forwarding to point to the mailbox on the original site. This ensures that messages can be sent to this user easily by sending it directly, through a virtual mailbox, or through a distribution list. CHAPTER 5 - MAINTAINING A COMPANY 5 The AMIS Parameters tab allows you to specify the settings that apply to the remote AMIS site, such as Timeout Digits and Packet information. To specify AMIS parameters: Telephony Office-LinX Server Configuration Guide 1. On the Company screen, click the AMIS Parameters tab: 2. Select the Auto Add New Sites checkbox to add sites that are not registered to the network database automatically by the system. The Description of auto-added sites will show the date the site was auto-added. 3. In the Loop Back Request ID field, enter the AMIS loop back test number for this site. For LOCAL sites, this defines the loop back test for incoming calls from other sites. 177 CHAPTER 5 - MAINTAINING A COMPANY 5 4. In the Admin Message User ID field, enter the user ID that will receive messages that cannot be delivered or messages that cannot be returned. Telephony Office-LinX Server Configuration Guide NOTE: The default value for this field is blank. If the field is left blank, these types of messages will be deleted. This field is used for local sites only. 5. In the System ID Number field, enter a unique string that identifies this company to all other sites as an AMIS site. It will also identify the callback telephone number. AMIS has strict guidelines on the format of a system ID. It is composed of three numeric fields using 0-9, and each field is terminated with a pound sign (#). The maximum length of the System ID Number is 18 characters, and the minimum is 3 characters. There are two types of System ID Numbers, public and private. Public System ID numbers Public System ID Numbers are for all sites that can be direct dialed using the public telephone network. These ID numbers are always in the format of ccc#nnn#sssssss#, where the value “ccc” is the international country code (1–4 digits), the value of “nnn” is the national significant number (area or city code of 0–14 digits) and the value of “sssssss” is a local subscriber number of 0-14 digits. For example, all North American locations must use the format of 1#aaa#sssssss# where “aaa” is the area code and “sssssss” is the local telephone number. Private System ID numbers Private System ID Numbers are for all sites that are accessible through a private network or behind a PBX. These always have the format 0##nnnnnnn# where “nnnnnnn” is a site defined number. The site defined number is typically the extension number of the site. The value “nnnnnnn” can be from 0–14 digits. 6. In the Digital Timeout For Send field, enter the total length of time to wait for all digits before timeout. The default is 15. 7. In the Digit Timeout For Receive field, indicate the number of seconds to wait for all digits before timing out. The default setting is 15 seconds. 178 CHAPTER 5 - MAINTAINING A COMPANY 5 8. In the Packet Delay For Send field, specify the number of seconds the system should continue trying to connect before sending a timeout message. The default is 3 seconds. 9. In the Packet Delay For Receive field, indicate the number of seconds the system should continue trying to receive before sending a timeout message. The default is 3 seconds. Telephony Office-LinX Server Configuration Guide 10. Click the Save Company toolbar button. 179 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying a company language Telephony Office-LinX Server Configuration Guide Based on the language module that you install, Telephony Office-LinX speaks system prompts, holiday, business hours and company greetings in the selected languages. From the Company Languages screen, you can select these system languages. 180 NOTE: The language module must be installed for the language to take effect. For more information, refer to the Server Installation Guide. To specify a company language: 1. Click on the Company Languages tab: CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 2. Highlight a DTMF key and click Add. The Language Properties dialog box appears: 3. From the Language dropdown list, select a language. 4. From the Operator dropdown list, select the mailbox number of the company operator for this language (receptionist). This allows callers to transfer to this extension when they press zero (0) to speak to an operator in the preferred language. 5. From the Greeting dropdown list, select a company greeting. 6. Click the Operator Keyword(s) button. The Operator Keyword(s) dialog box appears: 181 CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 7. Click the Add icon. The Keyword dialog box appears: 182 8. In the field provided, enter the keyword to use for voice verification, then click OK. The keyword is added and appears in the Operator Keywords list. 9. Click the Cancel Keywords(s) button to delete keyword. 10. In the TTS Voice properties box, select a Male and Female name from the dropdown list. Select a TTS Default Male/Female radio button. 11. Back on the Language Properties dialog box, select the Set as Default checkbox to set this particular language as the system default language. If no language is selected, the system will default to this language. NOTE: Each company can have its own default language. 12. Click OK. NOTE: Language availabilities are controlled by licensing. CHAPTER 5 - MAINTAINING A COMPANY 5 Creating an operator schedule by language Telephony Office-LinX Server Configuration Guide Following the creation of operators and their languages, you can specify when each operator is to receive calls based on their spoken languages through the Operator Schedule feature. To create an operator schedule: 1. On the Company screen, select the Company Languages tab. 2. Doubleclick the operator you want to create a schedule for. The Language Properties dialog box appears. 3. Click . The Operator Schedule dialog box appears: 183 CHAPTER 5 - MAINTAINING A COMPANY 5 4. Select the Schedule Enabled checkbox to enable the current operator schedule. Enabling one schedule disables all other existing schedules. 5. From the Language dropdown list, select a language for the operator. Telephony Office-LinX Server Configuration Guide 6. From the Default Operator dropdown list, select a default operator to use if selected operator is unavailable. 7. In the Description text field enter a description or name. 8. In the Time Start and End fields, indicate when the schedule will begin to be active and when it will cease to be active, respectively. The Duration field will automatically indicate the duration of time the schedule will be in effect. 9. Indicate one of the following schedule recurrence patterns: • Select the None radio button to indicate that the schedule is inactive. • Select the Daily radio button to indicate that the schedule will be active on a day-by-day basis. You have two (2) options: Then, select the Every X day radio button to specify an interval of activity for the schedule (every second day by entering 2 in the field, for example). OR Select the Every weekday radio button if you want the schedule to be active every weekday. • 184 Select the Weekly radio button to indicate that the schedule will be active on a weekly basis. Then, in the Recur Every X week(s) on field, enter an interval of active for the schedule (every third week by entering 3 in the field, for example). Finally, check the boxes of the days of the week you want the schedule to be in effect. So, if you wanted a schedule to be active every second Monday, Wednesday and Thursday, you would enter 2 in the field and select the Monday, Wednesday and Thursday checkboxes. CHAPTER 5 - MAINTAINING A COMPANY 5 • Select the Monthly radio button if you want the schedule to be active on a monthly basis. You have two (2) options: Telephony Office-LinX Server Configuration Guide Select the Day radio button and indicate which day of the month you want the schedule to be active. OR Select the The radio button and indicate which day of a month you want the schedule to be active. For example, if you want the schedule to be active on the second Monday of every second month, you would select the radio button, select Second and Monday, and enter 2. • Select the Yearly radio button if you want the schedule to be active on a specific day of the year. You have two (2) options: Select the Every radio button and indicate the day of the year on which you want the schedule to be active. OR Select the The radio button and indicate a specific day of a specific month of the year on which you want the schedule to be active. For example, if you want the schedule to be active on the second Thursday of every March, you would select the radio button and select Second, Thursday and March from the dropdown lists. 10. In the Range of Recurrence box, select a date from the Start dropdown list to indicate a day on which the schedule comes into effect. From there, you have two (2) options: Select the No end Date radio button if you want the schedule to have no end date. 185 CHAPTER 5 - MAINTAINING A COMPANY 5 OR Select the End by radio button and from the dropdown list select the date on which you want the schedule to cease being in effect. Telephony Office-LinX Server Configuration Guide 11. From the Operator dropdown list, select an operator. 12. Click the Save Schedule toolbar button. The schedule is saved. Using unilingual and multilingual mode The system functions differently when it is configured to operate in the multilingual mode. It is important to understand how the system answers calls in standard mode and in multilingual mode. Initially, all calls are handled the same way. When a call comes into the PBX, it is routed to a hunt group (or some sort of call routing group that rings one of the free ports). When the port starts ringing, Telephony Office-LinX begins to count the rings. Depending on whether or not the company is in open or closed mode, the system looks at the appropriate incoming rings. For more information about Multi-Company (Tenanting), refer to To configure multitenanting using ASR/Voice Verification Assignment: on page 204. At approximately 1.5 seconds after going off hook, the system plays the Main Company Greeting. At this time the system will begin to act differently depending on Standard or Multilingual mode. Standard mode When only one language is being used (Standard) the appropriate Greeting plays (Morning, Afternoon, Evening, or Closed) during which time callers can dial extension numbers, select Key Mapping options, Press <#> to access mailbox options, Press <*> to access the company directory, or <#><*> to access the Supervisor menu. If the caller does nothing, the system transfers the caller to the Day or Night Operator two seconds after the main company greeting ends. 186 CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide Multilingual mode When Telephony Office-LinX is configured to operate in Multilingual mode, it operates the same as standard mode until it begins to play the main company greeting. At this point, the Morning, Afternoon, Evening, and Closed Greetings are no longer used to offer options to the callers. The system requires the caller to select a language in order to continue. These language greetings should welcome the caller and ask them to select the language that they would like to be served with. The system then waits for the caller to make a selection. No Key Mapping options are available to the caller at this time. The caller may, however, dial a desired extension number but will be served in the default language (English by default). Once the caller selects a language, the Multilingual greeting is played. If a caller selects a language other than the default language, the call progress for this caller is supervised to ensure that in the event that the caller is transferred back to the main greeting, the system continues to play options in the language chosen by the caller. All calls that are transferred using the default language will use the supervision specified in the Feature Group. Configuring a multilingual environment If you have more than one language module in your company, you can set up a multilingual environment in which callers can select the language to be prompted in when using the voice menu or when speaking with an operator. Before configuring a multilingual environment, you must complete the following step: 1. You have installed the language prompts 2. The language has been licensed 3. You have pre-recorded the greetings in the language. For more information, refer to Recording a company greeting on page 391. NOTE: To verify that the language prompt you want to use is installed on your machine, use Windows Explorer or the Run command and navigate to C:\UM\Prompts\System\ and you should see numbered folders. See the following table for a list of folder numbers and the language each represents: 187 CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 Number Language 1 English 2 French 3 German 4 Spanish 5 Italian 6 Dutch After ensuring that the above steps have been completed, you can begin configuring a multilingual environment. The configuration of a multilingual environment consists of three steps: • Configure company languages and schedules • Select language greetings for business hours • Enable transfer supervision To configure company languages and schedules: Configuring languages and schedules allows you to designate an operator and greeting to a specific language, as well as indicate what time the message should be played. 1. On the Company screen, select the Company Languages tab. NOTE: The company languages available depend on the language modules you have installed. 2. Click Add to add language properties or highlight a language and click Edit to edit its properties. You can also highlight a language and click Remove to delete a language. The Language Properties dialog box appears. NOTE: You can not remove the last installed language. At least one language must remain on the system at all times. 188 CHAPTER 5 - MAINTAINING A COMPANY 5 3. From the Language dropdown list, select a language. 4. From the Operator dropdown list, select the mailbox number of the company operator for this language (receptionist). This allows callers to transfer to this extension when they press zero (0) to speak to an operator. Telephony Office-LinX Server Configuration Guide 5. From the Greeting dropdown list, select a company greeting. 6. Click Login Verification Keyword(s). The Login Verification Keyword(s) dialog box appears. 7. Click Add. The Keyword dialog box appears. 8. In the Keyword field, enter the keyword to use for voice verification, and then click OK. 9. The keyword is added and appears in the list. 10. Select the Set as Default checkbox to set this particular language as the system default language. NOTE: Each company can have their own default language. 11. Click OK. 12. Click Schedule to create a specific schedule for the language. 13. Provide the following information to schedule the operator: • Select the Schedule Enabled checkbox to enable the current operator schedule. Enabling one schedule disables all other existing schedules. • From the Language dropdown list, select a language for the operator. • From the Default Operator dropdown list, select a default operator to use if selected operator is unavailable. • In the Description text field enter a description or name. • From the From Year/Month/Day/Time dropdowns, indicated the time when the selected operator is to be enabled. Select the All Day checkbox if you want the operator to be enabled all day. 189 CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 • From the To Year/Month/Day/Time dropdown lists, indicate when the selected operator is to be disabled. • In the Sun, Mon, Tue, Wed, Thur, Fri, Sat, or Everyday checkboxes, select what days you want the operator to be enabled. • From the Operator dropdown list, select the operator whom you want to enable. 14. Click on the Save Schedule toolbar button to save your settings. To select the language greetings for business hours: Selecting business hours greetings allows you to define which common greeting to play (language-wise) and the time it should be played 1. In the Company Advanced tab toolbar, click on the Business Hours icon. The Business Hours dialog box appears: 2. From the Closed Greeting dropdown list, select the phrase that you want to play when callers call outside of business hours. 3. Specify the following: • 190 In the Time From field, scroll to the time (hours and minutes in 24-hour format) that the greeting is to start or enter the time in the field. CHAPTER 5 - MAINTAINING A COMPANY 5 • In the Time To field, scroll to the time (hours and minutes in 24-hour format) that the greeting is to end or enter the time in the field. Telephony Office-LinX Server Configuration Guide NOTE: Select the All Day checkbox if you want the greeting to play at any time of day. If no time is entered, the system will assume All Day by default. NOTE: A value of From 13:00 to no value indicates 1:00 PM to midnight. The maximum value is 23:59 and the minimum value is 0:00. NOTE: Other than a No value, the From field can not be greater than the To field. 4. Select the checkboxes of the days of the week on which you want the greeting to run. NOTE: If you want the message to run every day, select the Everyday checkbox. 5. From the Greeting dropdown list, select the greeting that is to play during the specified time. 6. Click on the Save Schedule toolbar button. 191 CHAPTER 5 - MAINTAINING A COMPANY 5 To enable transfer supervision: Enabling transfer supervision allows the Administrator to specify the levels of supervision of both external and internal extensions. Telephony Office-LinX Server Configuration Guide 1. In the Admin tree, highlight PBX > Company > Feature Group. The list of feature groups appears in the righthand pane. 2. Doubleclick on a feature group. The Feature Group > General screen appears. 3. Click on the Transfer Types tab: 4. In the Internal supervision feature box, select: 192 • the None radio button for no supervisory capabilities at all; essentially, a Blind Transfer • the Busy radio button to enable a busy signal on internal extensions. CHAPTER 5 - MAINTAINING A COMPANY Telephony Office-LinX Server Configuration Guide 5 • in the No of rings text field enter the number of times the system will ring, during which time we may transfer supervision to another User. • the Language radio button to enable the system to handle calls in the language that is chosen by the caller in the common greeting. • the Busy/NA radio button to enable a busy signal on internal extensions. • the Transfer validation prompt checkbox to enable the system to prompt the User for his/her consent before transferring a call. 5. In the External supervision feature box, select: • the None radio button for no supervisory capabilities at all; essentially, a Blind Transfer. • the Busy radio button to enable a busy signal on external extensions. • the Centrex checkbox if the system is employing a PBX using Centrex code. • in the No of rings text field, enter the number of times the sytem will ring, during which time we may grant it permission to transfer the call to an external User. • the Busy/NA radio button to enable a busy signal on internal extensions. • the Transfer validation prompt checkbox to enable the system to prompt the User for his/her consent before transferring a call. • the Outdialing validation prompt checkbox to first confirm with the User before making an external call. 6. In the No of times to repeat prompt text field, enter an integer value to determine how many times the system will repeat a prompt before it concludes. 7. In the Screen Pop Duration & Pre Transfer Event feature box, select: • the Ring radio button to present the caller with a ring tone. Enter an integer value in the sec text field to set the maximum length of rings. • the Music radio button to present the caller with music. Enter an integer value in the sec text field to set the maximum length of music • the Custom File (15 sec to 60 sec) radio button to present the caller with a custommade file. Enter in the text field the length of time the file to be played, then click on the ellipsis (...) button to search for the filepath. The custom file must be at least 15 seconds in length. The file will be terminated should it run beyond 60 seconds. 193 CHAPTER 5 - MAINTAINING A COMPANY 5 8. Click on the Save Feature Group toolbar button. Telephony Office-LinX Server Configuration Guide 9. Repeat Steps 1~8 for every feature group for which you want language supervision enabled. Your multilingual environment is now set up. 194 CHAPTER 5 - MAINTAINING A COMPANY 5 Specifying the C.O./ Channel Assignment Telephony Office-LinX Server Configuration Guide Line Answering parameters define how the telephone system and the auto attendant system ports are utilized. When more than one company shares the same telephone system, it is possible to set-up the system with "Floating Ports." This means both companies share the same Inbound Ports. However, the C.O. Lines used by each company must be identified so that the system knows which company greeting to play. For example, if you have two companies using a four port system and each company has two incoming C.O. Lines, dedicate C.O. Lines one (1) and two (2) for company A, and dedicate C.O. Lines three (3) and four (4) for company B. Both companies will use Inbound Ports one (1) to four (4), or as many as you have installed. HINT: When there is only one company, there is no need to dedicate any C.O. lines. These assignments do not have to be independent of one another if you setup multi-tenanting with C.O. Line assignment. Under voice channel allocation you must configure channels that have been allocated to this particular company. If Telephony Office-LinX is set up for only one company, follow the outline for a single company. For multiple companies, follow the outline for Multi-Tenanting. 195 CHAPTER 5 - MAINTAINING A COMPANY 5 To specify the C.O. Assignment: Telephony Office-LinX Server Configuration Guide 1. On the Company screen, select the C.O./Channel Assignment tab: 196 2. Under the C.O. Assignment listbox, click Add. The C.O. Assignment dialog box appears: CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 3. In the From and To fields, enter the number of C.O. lines the system uses to receive incoming calls, then click OK. The C.O Assignment listbox displays the C.O. lines you have specified: NOTE: If your telephone system does not have C.O. Line identification, you may simulate C.O. Line identification. Set up the C.O. Lines to ring into real extensions that are programmed to forward all calls to Server Pilot. On the "Inband Parameters" screen, enter the inband that you would normally receive from a forwarded extension into the Parameter 190 - "Inband Outside C.O. Call". On the company screen, enter the extension number of this forwarded extension in the C.O. Lines field. For example, Extension 123 is to be used to identify a call for company A. The code sent by the telephone system to the server is 99E. In parameter 190, enter 99E. On the company screen, in the C.O. Lines field enter From: 123 and To: 123. Companies must be listed sequentially according to C.O. Line Number whenever multi-tenanting based on CO Line Number is used. 4. In the Voice Channel Assignment listbox, click Add. The Voice Channel Assignment dialog box appears: 5. In the From field, enter the first voice channel. 6. In the To field, enter the last voice channel. 197 CHAPTER 5 - MAINTAINING A COMPANY 5 Telephony Office-LinX Server Configuration Guide 7. Click OK. The Voice Channel Assignment listbox displays the voice channels that you have specified: 198 8. Complete the channel configuration for the company by specifying the corresponding channels in the following fields on the Company > C.O. / Channel Assignment screen: • In the Notification Channels field, enter the specific port on the UM that you want to use for outcall notification (e.g. phone, beeper). NOTE: You can allocate anything from 1 to all ports. You can also dedicate specific ports for each company. • In the Wakeup Call Channels field, enter a specific port (voice channel) that is different from notification if the company is using the wakeup call feature. This identifies the ports to be used for wakeup calls. • In the Mass Recall Channels field, enter the special notification function that continuously notifies the user of new messages until the messages are listened to. NOTE: This field can have dedicated channels. For light port activity usage, they can be the same as the notification ports. • In the Desktop Channels field, enter the channel numbers that will be used to play back messages (from Outlook and Client). • In the AMIS Channels field, enter the number of AMIS channels. • In the Broadcast Channels field, enter the number of Broadcast channels. • In the Soft Fax Channels field, enter the number of channels for soft fax. CHAPTER 5 - MAINTAINING A COMPANY 5 9. Click on the Save Company toolbar button. Examples for configuring multi-tenanting Telephony Office-LinX Server Configuration Guide Telephony Office-LinX server offers two (2) configuration setups for supporting multiple companies: • Assigning specific C.O. trunks to a specific company • Assigning specific voice mail ports to a specific company By setting up one of these two scenarios, you can support multiple companies for answering and transferring calls on the UC server. This allows you to create a set of independent attributes related to the automated attendant and the answering functions for each company or department configured. The best solution is to dedicate C.O. channels. This allows you to allocate all voice ports to every company. This way they are sharing the voice channel resources and do not have to factor in busy and non busy periods. You will be optimizing your voice channels and your automated attendant if you configure Multi-tenanting with C.O. assignments vs. Voice channel assignments. Only use voice channel assignments when the PBX is unable to send you information on the incoming C.O. call via the voice port. In these circumstances your only choice becomes voice mail port assignment. Telephony Office-LinX will allow an unlimited number of company creations. For practical purposes, however, you will be limited by the number of C.O. lines or voice channels the system is configured for. 199 CHAPTER 5 - MAINTAINING A COMPANY 5 Configuring multi-tenanting using C.O. line assignment In this scenario, all voice ports are added to all companies. Telephony Office-LinX Server Configuration Guide To configure multi-tenanting using C.O. line assignment: 1. Open a company from the Administration Console. 2. Click the C.O./Channel Assignment tab. The C.O./Channel Assignment dialog box appears: NOTE: Make sure that all the voice mail extensions are listed in the voice channel assignment box. 200 CHAPTER 5 - MAINTAINING A COMPANY 5 3. Click Add. The C.O. Assignment dialog box appears. Telephony Office-LinX Server Configuration Guide 4. Add the C.O. lines that belong to the specific company. For example, in the From field, enter 01. In the To field, enter 04 and click OK. The C.O. Assignment listbox displays the C.O. lines specified. 5. Repeat this sequence for non sequential dedication. For example, if you want to configure lines 1-3 and lines 7-8 to company one, click Add and add each sequence independently. 6. If you are adding one line, fill in the From field and leave the To field blank. 7. Once you have assigned the C.O. lines to this company, click to advance to the next company. Repeat Steps 1-2, but dedicate a different set of C.O. lines to this company. For example, in the From field, enter 05 and in the To field enter 010. Repeat these steps for any other company that is required for your multi-tenanting setup. 8. Complete the channel configuration for each company by specifying the corresponding channel in the following fields: • In the Notification Channels field, enter the specific port on the UM system that you want to use for phone and beeper notification. NOTE: You can allocate anything from ’1’ to all ports. You can also dedicate specific ports for each company. • In the Wakeup Call Channels field, enter a specific port (voice channel) that is different from notification if the company is using the wakeup call feature. • In the Mass Recall Channels field, enter the special notification function that delivers notification and turns off once one recipient responds. NOTE: This field can have dedicated channels. For light usage they can be the same as the notification ports. 201 CHAPTER 5 - MAINTAINING A COMPANY 5 • In the Desktop Channels field, enter the voice channel to use when playing back messages from your desktop to your phone. This will resolve conflicts with notification. Telephony Office-LinX Server Configuration Guide NOTE: It is recommended you allocate separate ports for desktop and notification to eliminate the chance of collision between the two events. • In the AMIS Channels field, enter the number of AMIS channels. • In the Broadcast Channels field, enter the number of Broadcast channels. • In the Soft Fax Channels field, enter the number of channels for soft fax. 9. Click the Save Company icon. NOTE: The configuration function in each tab of a company setup can be independent of each company. This provides true differentiation and multitenanting. Removing a C.O. line assignment You can remove a C.O. Line Assignment from a company. To remove a C.O line assignment: 1. Open a company. 2. Select the C.O./Channel Assignment tab. The Company > C.O./Channel Assignment screen appears. 3. Highlight the C.O. Line Assignment you want to delete and click Remove. 4. Click on the Save Company toolbar button. 202 CHAPTER 5 - MAINTAINING A COMPANY 5 Configuring multi-tenanting using port assignments Telephony Office-LinX Server Configuration Guide Many telephone systems do not provide C.O Line identification. Nevertheless, it is still possible to configure Telephony Office-LinX with multiple companies by assigning a specific voice port to a particular company. All calls received by this port will be answered by that company's greeting. NOTE: This method dedicates your voice ports directly to each company. The number of possible companies is limited to the number of voice cards that fit in the computer (Server). In this scenario make sure that you go to each company created and you add all C.O. lines to all companies. Then add specific voice mail ports to each specific company. Now when a call comes in on a specific voice channel, the system knows which company to answer with. In this scenario you will also need to program your telephone switch to forward specific C.O. lines to specific phone extensions that will be connected to the particular voice mail ports. (See your switch programming manual for more information). Special considerations When using this method, Telephony Office-LinX must be able to access at least one voice port to perform several tasks. The most common of these tasks is Message Waiting Indication. When a message is received or retrieved, an inband code is sent to the telephone system that activates/deactivates an extension's message waiting indicator. CAUTION: Although ESNA Technologies uses CTI for Message Waiting Indication, if you are using other switches, it is best to dedicate the last port for all notification functions. Do not assign this port to a company. 203 CHAPTER 5 - MAINTAINING A COMPANY 5 Port assignment Telephony Office-LinX Server Configuration Guide You must assign the port numbers for each company to answer. For example, if you have three companies sharing a 4-port system, you should dedicate port one (1) to Company A, port two (2) to Company B, and port three (3) to Company C. Port four should be dedicated to Message Notification. To assign these values on Company A, enter 1 in the "To" and "From" fields. For Company B, enter 2 in the same fields, and enter 3 for Company C. To configure multi-tenanting using ASR/Voice Verification Assignment: 1. Open a company. 2. Click the C.O./Channel Assignment tab. 3. In the Voice Channel Assignment listbox, click Add. The Voice Channel Assignment dialog box appears: 4. For this example, enter ’1’ in the From field and enter ’2’ in the To field, then click OK. The Voice Channel Assignment listbox displays the ports that you have specified. 5. Once you have assigned the Voice Channel ports to this company, click to advance to the next company. Repeat Steps 3-4 but dedicate a different set of voice channel ports to this company. For example, in the From field, enter 3 and in the To field enter 4. Repeat these steps for any other company that is required for your multi-tenanting setup. 6. Complete the configuration for the company by specifying the corresponding channels in the following fields on the Company > C.O. / Channel Assignment screen: 204 CHAPTER 5 - MAINTAINING A COMPANY 5 • In the Notification Channels field, enter the specific port on the UC that you want to use for outcall notification (e.g. phone, beeper). Telephony Office-LinX Server Configuration Guide NOTE: You can allocate anything from 1 to all ports. You can also dedicate specific ports for each company. • In the Wakeup Call Channels field, enter a specific port (voice channel) that is different from notification if the company is using the wakeup call feature. This identifies the ports to be used for wakeup calls. • In the Mass Recall Channels field, enter the special notification function that continuously notifies the user of new messages until the messages are listened to. NOTE: This field can have dedicated channels. For light port activity usage, they can be the same as the notification ports. • In the Desktop Channels field, enter the channel numbers that will be used to play back messages. (From Outlook and UC Client). • In the AMIS Channels field, enter the number of AMIS channels • In the Broadcast Channels field, enter the number of Broadcast channels. NOTE: It is recommended that you allocate separate ports for desktop port activities to eliminate the chance of collision between two events. • In the Soft Fax Channels field, enter the number of channels for soft fax. 7. Click on the Save Company toolbar button. 205 CHAPTER 5 - MAINTAINING A COMPANY 5 Removing a ASR/voice verification assignment You can remove a ASR/Voice Verification Assignment from a company. Telephony Office-LinX Server Configuration Guide To remove an ASR/voice verification assignment: 206 1. Open a company from the Administration console and select the C.O./Channel Assignment tab. 2. Highlight the assignment you want to delete and click the Remove button. 3. Click on the Save Company toolbar button. 6 Maintaining Mailboxes In This Chapter . . . Mailbox Structure on page 209 Maintaining Organizational Units on page 210 Maintaining Mailboxes on page 212 Creating a Mailbox on page 221 Specifying General Options on page 222 Specifying Advanced features on page 225 Specifying Mailbox Options on page 239 Specifying Transfer Options on page 241 Specifying Message Options on page 244 Specifying Notification on page 247 Specifying Addresses on page 257 Specifying IMAP properties on page 266 Maintaining Locations on page 270 Adding a location on page 272 Setting a location schedule on page 280 CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide Re-routing CTI Options on page 284 208 CHAPTER 6 - MAINTAINING MAILBOXES 6 Mailbox Structure Telephony Office-LinX Server Configuration Guide The Telephony Office-LinX Administrator console allows you to build a convenient mailbox structure, one in which you can maintain the following: • Organizational units - groupings of mailboxes based on tasks, responsibilities and inter-company hierarchies. For example, if you wanted to group a number of mailboxes for the Sales department, you would first create an organizational unit. You would name this unit ’Sales’ and populate it with the mailboxes of all members of your Sales department. • Mailboxes - You can create mailboxes for individual resources--John Smith, for example--or for a location like "Front Desk" or "Development Meeting Room 2". 209 CHAPTER 6 - MAINTAINING MAILBOXES 6 Maintaining Organizational Units Telephony Office-LinX Server Configuration Guide With organizational units, you can maintain all the mailboxes in your company by department ("org units"). 210 Org units are mailbox group folders created on the basis of tasks, responsibilities and intercompany hierarchies. For example, if you wanted to group a number of mailboxes for the Sales department, you would first create an organizational unit. You would name this unit ’Sales’ and populate it with the mailboxes of all members of your Sales department. Then, you would create a mailbox for every member of the Sales department in this folder. CHAPTER 6 - MAINTAINING MAILBOXES 6 Creating an org unit To create an org unit: Telephony Office-LinX Server Configuration Guide 1. In the Admin tree, expand Company (lefthand pane) and highlight Mailbox Structure. All existing mailboxes are displayed in the righthand pane. 2. Rightclick on Mailbox Structure and select New > Organizational Unit. The Organizational Unit dialog box appears: 3. Specify the following: • In the Organizational Unit Name field, enter a short, unique name for the org unit. • From the PBX Node dropdown list, select the PBX node of the org unit. 4. Click OK. The new organizational unit appears in the Admin tree structure. NOTE: To delete an organizational unit, simply highlight the offending example, rightclick and select Delete. A dialog box will present you with the option of keeping or deleting mailboxes within that organizational unit. Select the appropriate radio button as suits your needs. 211 CHAPTER 6 - MAINTAINING MAILBOXES 6 Maintaining Mailboxes Opening a mailbox Telephony Office-LinX Server Configuration Guide To open a mailbox: 212 1. In the Admin tree, highlight Mailbox Structure. All organizational units and mailboxes are displayed in the righthand pane. 2. In the lefthand pane, highlight the organizational unit containing the mailbox you want to open. All mailboxes belonging to the organizational unit are displayed in the righthand pane: CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 3. Doubleclick on a mailbox. The Mailbox > General screen appears: NOTE: Once you have opened a mailbox, you can open another mailbox by toolbar buttons. clicking on the 213 CHAPTER 6 - MAINTAINING MAILBOXES 6 Adding a range of mailboxes Telephony Office-LinX Server Configuration Guide Instead of creating a series of mailboxes one at a time, you can create a range of mailboxes under a particular Feature Group. Once you have created the mailboxes, you can go back and specify the options for each mailbox. To add a range of mailboxes: 1. Highlight Mailbox Structure or expand it and select an organizational unit in which to locate a range of mailboxes. 2. Click the Add Range of Mailboxes toolbar button Mailboxes dialog box appears: . The Create Range of 3. Select one of the following: • Empty Mailboxes to be edited later - Select this radio button to add a range of empty mailboxes that you can edit later as required. • Apply Mailbox Template - Select this radio button and choose the template you want to apply to the range of mailboxes from the accompanying dropdown list. • Copy from Mailbox - Select this radio button to use an existing mailbox as a base from which to create a range of new mailboxes. 4. From the Group Name dropdown list, select the feature group you want the mailboxes to be associated with. 214 CHAPTER 6 - MAINTAINING MAILBOXES 6 5. Specify the following: • In the From field, enter the first number in the range. • In the To field, enter the last number in the range. Telephony Office-LinX Server Configuration Guide 6. Click OK. The range of mailboxes is created. Resetting a mailbox If you make a mistake when creating a mailbox or a mailbox is no longer needed for an absent employee, you can reset the mailbox and create new properties, rather than deleting it and starting all over. NOTE: This feature can also be used in the hospitality module when guests check in and out of a hotel. CAUTION: You can not undo a mailbox re-set. To reset a mailbox: 1. Open a mailbox. 2. In the Mailbox toolbar, click the Reset mailbox. A message dialog box appears, prompting you to confirm the reset. 3. Click Yes. The mailbox is reset. 215 CHAPTER 6 - MAINTAINING MAILBOXES 6 Finding a mailbox This feature allows you to search quickly for a mailbox to edit, configure, or delete. Telephony Office-LinX Server Configuration Guide To find a mailbox: 216 1. In the Admin tree, expand Company (lefthand pane) and highlight Mailbox Structure. All existing mailboxes are displayed in the righthand pane. 2. Rightclick on Mailbox Structure and select Find Mailbox. The following dialog box appears: 3. Specify the following: • In the Mailbox From and Mailbox To text fields, enter integer values to establish a range of mailboxes from which to search. • In the Feature Group From and Feature Group To text fields, enter integer values to establish a range of feature groups from which to search. • In the Name First and Name Last text fields, enter the given name and the surname of the owner of the mailbox for which you are searching. • In the Desktop Capabilities feature box, select one or more of the checkboxes depending on which mailboxes of specific desktop capabilities you desire the system to return. For example, if you select the Standard checkbox, the search will return only mailboxes with Standard capabilities. If, however, you select all checkboxes, any mailbox in the system can be returned in the search. CHAPTER 6 - MAINTAINING MAILBOXES 6 • From the Storage Mode feature box, select one or more of the checkboxes depending on which mailboxes of specific storage modes you desire the system to return. For example, if you select the Database checkbox, the search will return only mailboxes of a ’Database’ storage mode. Telephony Office-LinX Server Configuration Guide NOTE: For more information on storage modes, see Specifying IMAP properties on page 266. 4. Click Find. The system searches for and returns any mailboxes that fit your specified parameters. 217 CHAPTER 6 - MAINTAINING MAILBOXES 6 Deleting a mailbox Deleting a mailbox from the Administration console Telephony Office-LinX Server Configuration Guide To delete a mailbox from the Administration Console: 1. Expand Mailbox Structure. All existing organizational units are displayed. 2. Highlight the organizational unit containing the mailbox you want to delete. All mailboxes contained in the unit you highlighted are displayed in the righthand pane. 3. Highlight the mailbox you want to delete in the righthand pane and click the Delete toolbar button. A message dialog box appears, prompting you to confirm the deletion. NOTE: The Delete icon appears only after you highlight a mailbox. 4. Click Yes to go ahead with the deletion. The selected mailbox is deleted. Deleting an open mailbox To delete an open mailbox: 1. Open a mailbox. 2. Click the Delete Mailbox toolbar button. A message box appears, prompting you to confirm the deletion. 3. Click Yes to proceed with the deletion. 218 CHAPTER 6 - MAINTAINING MAILBOXES 6 Mailbox Templates Telephony Office-LinX Server Configuration Guide The Admin console allows you to maintain any number of mailbox templates, which are in effect saved mailboxes to be used and reused as bases for creating numerous similar mailboxes for a company. To create a mailbox template: 1. In the Admin tree (lefthand pane), highlight Mailbox Structure. Any existing mailbox templates are displayed in the righthand pane. 2. Rightclick on Mailbox Templates and select New > Mailbox Templates. The Mailbox Template > General screen appears. Alternatively, doubleclick on an existing mailbox template. 3. Specify the following: • In the Template Number field, enter a default number for the template. • In the Template Name field, enter a default name for the template. • In the Account Code field, enter the default account number. This is used to pass account number information for the billing of toll charges back to the individual user. • In the Password and Confirm Password fields, enter a default mailbox password and then confirm that password. 4. Click on the Save as Mailbox Template toolbar button. NOTE: For detailed steps on the configuration of mailbox templates, please consult the chapter index on page183. 219 CHAPTER 6 - MAINTAINING MAILBOXES 6 Toolbar buttons The following buttons allow you to perform various tasks within the Mailbox application: Telephony Office-LinX Server Configuration Guide Button 220 Name Function Add Range of Mailboxes Allows you to add a range of mailboxes Add Mailbox Allows you to add a single mailbox Reset Mailbox Allows you to reset all mailbox information Delete Mailbox Allows you to delete a mailbox Save Mailbox Allows you to save a mailbox Refresh Mailbox Allows you to refresh a mailbox. If you have unsaved changes, you will be prompted to save them. First/Previous/Next/Last Mailbox Allows you to scroll between mailbox records Mailbox Clipboard Allows you to set aside a saved item for later copying. Paste From Mailbox Clipboard Allows you to paste an item from the Mailbox Clipboard elsewhere. Save as Mailbox Template Allows you to save a mailbox as a template. CHAPTER 6 - MAINTAINING MAILBOXES 6 Creating a Mailbox After you have installed Telephony Office-LinX, you can create as many mailboxes as your license will allow. Telephony Office-LinX Server Configuration Guide To create a mailbox: 1. In the Admin tree, highlight Mailbox Structure. If you want to create a mailbox specifically for an existing organizational unit, expand Mailbox Structure to show all organizational units and open the desired organizational folder. 2. Rightclick on Mailbox Structure (if you want to create an independent mailbox) or on an organizational unit (if you want to create a mailbox specifically for an organizational unit). 3. Select New > Mailbox. The Mailbox > General screen appears. 4. Click Add New Mailbox. The General dialog box appears. 221 CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide Specifying General Options From the Mailbox > General screen you can control options such as mailbox number, last and first name, gender, feature group, organizational unit, account code, numeric password, and POP3/IMAP4 user name and password. To specify General Options: 1. Telephony Office-LinX automatically increments the mailbox number by one. If you want to change it, enter the new mailbox number in the Mailbox Number field. NOTE: If you want to change an existing user’s mailbox number, enter the new number in the Mailbox Number field and click Save. As a precautionary method to ensure that mailbox data is not lost, a mailbox entry based on the new number is created. The old mailbox number will still exist and can be deleted once information regarding the newly assigned mailbox is confirmed. 222 CHAPTER 6 - MAINTAINING MAILBOXES 6 2. In the Last Name field, enter the last name of the user. 3. In the First Name field, enter the first name of the user. 4. In the Gender field, enter the user gender. Telephony Office-LinX Server Configuration Guide 5. From the Feature Group dropdown list, associate a feature group with the mailbox. 6. In the Organizational Unit field, select from the dropdown list the organizational unit of the mailbox. This will determine the TTS language to be played. 7. In the Account Code field, enter the account number. This is used to pass account number information for toll charges billing back to an individual user. NOTE: The Address field displays the current default address set for the mailbox. This field is readonly. 8. In the Address field, enter the internal mailbox extension. Hamish Growler (mailbox 311 on the previous page) might have an extension of 681. In this case, you would enter ’681’ in the this field. 9. Click the Save Mailbox toolbar button. NOTE: When you click Create Mailbox, a new record screen appears with the next sequential number after the highest mailbox created. If you want to change this number, enter it in the Mailbox Number field. Setting a numeric password Setting a numeric password allows a user to ensure mailbox content security. To set a numeric password: 1. In the Password field, enter the user’s password. 2. In the Confirm Password field, enter the user’s password once more. 3. Click the Save Mailbox toolbar button. 223 CHAPTER 6 - MAINTAINING MAILBOXES 6 Setting a POP3/IMAP4 password and User Name Telephony Office-LinX Server Configuration Guide You have the abillity to set a POP3 or IMAP4 password. The IMAP password is for integrated messaging. If you are using IMAP, please refer to Configuring IMAP4/POP3 integrated messaging on page 267. 224 To set a POP3/IMAP4 password: 1. In the User Name field, enter the user’s name. 2. In the Password field, enter the user’s password. 3. In the Confirm Password field, enter the user’s password once more. 4. Click the Save Mailbox toolbar button. CHAPTER 6 - MAINTAINING MAILBOXES 6 Specifying Advanced features Telephony Office-LinX Server Configuration Guide From the Mailbox > Advanced screen, you can specify the Personal Operator. You can also create a distribution list that can be used to send voice mail messages to more than one mailbox. To specify Advanced features: 1. Click on the Advanced tab: 225 CHAPTER 6 - MAINTAINING MAILBOXES 6 2. From the Personal Operator dropdown list, select a personal operator if you have a different person as your operator. Telephony Office-LinX Server Configuration Guide NOTE: This field is optional, but if you select an operator, you must also specify a mailbox. This mailbox is recognized as the operator for this individual. When the caller is in a particular mailbox and clicks 0 - assuming this field is set - this user will be directed to the mailbox specified in this field rather than the company’s active operator. 3. In the D.I.D Trunk field, enter the trunk number that the system will use to access the voicemail of this particular user. This field is normally used for Norstar Systems. 4. Select the Customize TUI checkbox if you want to select a customized TUI from the accompanying dropdown list. Clicking Browse (...) allows you to create a TUI or modify one (if you selected a TUI from the dropdown list) from the Customize TUI screen. NOTE: Browse is enabled only if you select Customize TUI. 5. Select the Voice Menu checkbox to have the user’s calls answered with a customized voice menu offering callers a variety of choices. From the dropdown list, select a voice menu to use for this mailbox. Click Browse to browse the voice menus. NOTE: A voice menu must be created before it can be applied to a mailbox. 6. Select the Fax Desktop checkbox to give the mailbox integrated fax capability (i.e. outbound fax). NOTE: Step 6 will enable the Windows Account Name field. This field must be completed to allow the use of the integrated fax feature by the mailbox owner. 226 CHAPTER 6 - MAINTAINING MAILBOXES 6 7. In the Windows Account Name field, enter the account name that is used to log into the client PC. Format is: domainname\username. 8. From the Date Format dropdown list, select a date format for the mailbox. The default format is YYMMDD. Telephony Office-LinX Server Configuration Guide 9. From the PBX Node dropdown list, select the PBX node on which the mailbox will reside. 10. Select the Fax Desktop checkbox to give the mailbox fax-from-desktop capability. 11. Select the Web Client User checkbox to give the mailbox Web Client capability. 12. Select the Speech User checkbox to give the mailbox ASR capability. 13. Click on the Save Mailbox toolbar button. 227 CHAPTER 6 - MAINTAINING MAILBOXES 6 Setting desktop capabilities Telephony Office-LinX Server Configuration Guide Desktop Capabilities settings enable the Administrator to specify (or limit) the desktop access for each user. Desktop capabilities are license-based and will give certain users access to unified communications via the IMAP TSE Gateway. 228 To set desktop capabilities: 1. Under Desktop Capabilities (Mailbox > Advanced screen), select the access category for the mailbox user: Desktop Capability Function Standard Use of Groupware forms to play a message, use of voice delete button, and turn off MWI Use of IMAP direct to access messages IMAP pointers CTI All Standard capabilities, plus: - use of Web Client to access voice/fax messages - use of Client Manager application Basic Unified Messaging All Standard capabilities, plus: - Outlook forms for phone playback from email Unified Communications All Standard and CTI capabilities, plus: - use of IMAP TSE gateway for unified messaging Advanced Unified Messaging UM user with no CTI capabilities but full message synchronization capability and access to email over the telephone CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 2. Click the Save Mailbox toolbar button. NOTE: With regards to the practice of license borrowing, UC licenses alone will be borrowed, if available. For example, in a system of five UC licenses, of which three have already been assigned, a remaining license may be "borrowed" from UC and employed for CTI, Standard, or any other desktop capability. The System Administrator has only to select the desired option from the Desktop Capability dropdown list; the system will make the necessary adjustment behind the scenes. Be aware that only UC licenses may be used in this manner. 229 CHAPTER 6 - MAINTAINING MAILBOXES 6 Creating a distribution list Telephony Office-LinX Server Configuration Guide Instead of sending the same email to one user at a time, you can create a Distribution List consisting of one or more mailboxes. This allows you to send the message to multiple recipients. To create a distribution list: 1. On the Mailbox > Advanced screen, click the Distribution Lists button. The Distribution List dialog box appears: 2. In the List Number field, enter the number that you want to assign to this list. 3. In the List Name field, enter the name that you want to assign to this list. NOTE: The List Number and List Name assigned to a Distribution List must be unique. 4. From the Mailbox No. listbox select the mailboxes you want to include in the Distribution List and click the Add button. If you want to add the entire directory of mailboxes, click the Add All button. 230 CHAPTER 6 - MAINTAINING MAILBOXES 6 5. From the Site No. listbox, select the remote site address(es) you want to include in the Distribution List and click the Add button. Telephony Office-LinX Server Configuration Guide NOTE: For this to be enabled, you must have AMIS or VPIM set up. 6. On the Remote Site dialog box, enter the remote site address and click OK. The site is added. 7. In the E-mail field, enter any additional email address that you want to be included in the distribution list. SMTP must be configured in order for E-mail to function. The Distribution List listbox will list all the addresses and sites that you have added. 8. Click the Save Distribution List toolbar button. 9. You can always remove addresses and sites from the listbox by selecting the site/address and clicking Remove. 10. Click the Save Mailbox toolbar button. NOTE: When you have created multiple distribution lists, you can conveniently access each one by using the Go To dropdown list and select it in the distribution list name. 231 CHAPTER 6 - MAINTAINING MAILBOXES 6 Creating a folder Telephony Office-LinX Server Configuration Guide You can create custom folders in the user’s mailbox for message storage. The folders created will automatically be created in another message server (fax, for example) when this user is bound for unified messaging. 232 To create a folder: 1. On the Mailbox > Advanced screen, click the Folders button. The Folders dialog box appears: 2. Highlight the folder you want the sub-folder to be created under and click the Add toolbar button. The Add Folder dialog box appears: CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 3. In the Folder Name field, enter the name of the new folder and click OK. The Folders dialog box displays the new folder: Deleting a folder You can delete any folder you have created, with the exception of system folders (Outbox, for example). To delete a folder: 1. On the Mailbox > Advanced screen, click the Folders button. The Folders dialog box appears. 2. Highlight the folder you want to delete and click the Delete button. A message box appears, prompting you to confirm the deletion of the folder. 3. Click Yes to proceed with the deletion. The selected folder is deleted. Renaming a folder You can rename any folder, with the exception of a system folder. To rename a folder: 1. On the Mailbox > Advanced screen, click the Folders button. The Folders dialog box appears. 2. Highlight the folder you want to rename and click the Edit toolbar button. 233 CHAPTER 6 - MAINTAINING MAILBOXES 6 3. Enter the new name for the folder and press Enter. The folder is renamed. Refreshing a folder Telephony Office-LinX Server Configuration Guide On the Mailbox > Advanced screen, click the Refresh toolbar button to update information pertaining to the folders. Creating a directory listing Telephony Office-LinX allows the user to create different versions of their name and store these versions in the company directory. A caller can then spell the user’s name or speak the name to the speech enabled automated attendant. The mailbox must be set in a feature group that has the company directory feature set. The mailbox will then be accessible via ASR (automatic speech recognition). In the mailbox, a user can define multiple names to be used for directory purposes (e.g. first name, last name, maiden name). NOTE: When defining a name for the Directory Listing, you have the choice of entering it as it is spelled or defining it phonetically. Which you choose to do depends on how the name is pronounced. Although a name like ’Bob’ is fine as it is, one like ’Malcolm’ would, for ASR purposes, most accurately be pronounced as ’Malcome’. A surname like ’Gloucester’ would be best defined as ’Gloster’, as per its correct pronunciation. When a mailbox is created and the first name, last name and username are specified, the information is automatically entered into the Directory List screen. While in this window, you can add and move these names, as necessary. NOTE: As the standard ASR engine only supports 250 names, you will need to upgrade if you are planning to enter more then 500. 234 CHAPTER 6 - MAINTAINING MAILBOXES 6 To create a directory profile for a user: Telephony Office-LinX Server Configuration Guide 1. On the Mailbox > Advanced screen, click the Directory Listing button. The Directory Listing dialog box appears: 2. Click the Add toolbar button. The New Directory Listing dialog box appears: 3. Enter an alternate spelling of the user’s name and click OK. The Directory Listing dialog box appears and displays the new listing. 4. Close the window and close the dialog box. Having returned to the Mailbox > Advanced screen, click the Save Mailbox toolbar button. The Directory listing is saved. Renaming a directory listing Telephony Office-LinX gives you the option of renaming an existing Directory listing. To rename a directory listing: 1. On the Mailbox > Advanced screen, click the Directory Listing button. The Directory Listing dialog box appears. 235 CHAPTER 6 - MAINTAINING MAILBOXES 6 2. Highlight the Directory listing you want to rename and click the Edit toolbar button. 3. Make the name change and close the dialog box. Telephony Office-LinX Server Configuration Guide 4. Back on the Mailbox > Advanced screen, click the Save Mailbox toolbar button to save your changes. 236 Deleting a directory listing You can delete a Directory listing. To delete a directory listing: 1. On the Mailbox > Advanced screen, click the Directory Listing button. The Directory Listing dialog box appears. 2. Highlight the Directory listing you want to delete and click the Delete toolbar button. 3. Close the dialog box. On the Mailbox > Advanced screen, click the Save Mailbox toolbar button. CHAPTER 6 - MAINTAINING MAILBOXES 6 Creating a workgroup A workgroup can be conveniently accessed through Client Manager, allowing a user to send messages to specific members via Lan Talk. Telephony Office-LinX Server Configuration Guide To create a workgroup: 1. On the Mailbox > Advanced screen, click the Workgroup button. The Workgroup dialog box appears: 2. In the Workgroup Number field, enter a number for the workgroup you are creating. 3. In the Workgroup Name field, enter a name for the workgroup you are creating. 4. Select the Popup notification... checkbox should you wish to be informed when users in a particular workgroup log into UC Client Manager. 5. From the Mailbox No. listbox, highlight the user you want to add to the mailbox workgroup. 6. Click the Add button. The selected user is added to the Workgroup listbox. 237 CHAPTER 6 - MAINTAINING MAILBOXES 6 7. Repeat Steps 4 and 5 to add more users to the mailbox workgroup. Telephony Office-LinX Server Configuration Guide NOTE: You can click Add All to add all users at once. 238 8. Click the Save Mailbox toolbar button when you are finished adding users to the mailbox workgroup. CHAPTER 6 - MAINTAINING MAILBOXES 6 Specifying Mailbox Options From the Mailbox > Mailbox Options screen, you can specify mailbox options. Telephony Office-LinX Server Configuration Guide To specify Mailbox Options: 1. Click the Mailbox Options tab: 2. Specify the following: • Select the Security Locked Mailbox checkbox to lock the mailbox after multiple unsuccessful login attempts. • Select the Enable ASR for Public Contacts checkbox to enable ASR capabilities for public contacts. 239 CHAPTER 6 - MAINTAINING MAILBOXES Telephony Office-LinX Server Configuration Guide 6 • Select the Enable ASR for Private Contacts checkbox to enable ASR capabilities for private contacts. • Select the Send Business Card checkbox to allow the user to send personal contact "signature" information with all messages. • Select the Receive Business Card checkbox to allow the user to receive personal contact "signature" information with all messages. • Select the Record all Incoming Calls checkbox to have all incoming calls to the mailbox recorded. • Select the Show Hints checkbox to have Hints help documentation display by default throughout the Web Client windows. The Hints help documentation, shown in yellow strips at the top of each screen, will display in Web Client for the user until the user turns it off. • Select the Show Getting Started checkbox to have the Getting Started page display in Web Client. The Getting Started page will display until the user turns it off. • Select the ’On’ Tutorial radio button if you want the user to be prompted with the tutorial when accessing his/her mailbox through voice mail. • All messages are tagged with a Date and Time stamp. Select the ’Yes’ Say Date and Time radio button if you want the user to hear the time and date stamp before every message. • Message Playback Order - users can listen to their messages by either FIFO or LIFO: FIFO (First In, First Out) FIFO plays the oldest message first and the newest message last LIFO (Last In, First Out): LIFO plays the newest message first Select LIFO or FIFO based on how you want the mailbox to behave. • Message Light Status - select the On radio button to enable the Message Light Status indicator. Otherwise, select the Off radio button. 3. Click the Save Mailbox toolbar button. 240 CHAPTER 6 - MAINTAINING MAILBOXES 6 Specifying Transfer Options Telephony Office-LinX Server Configuration Guide From the Mailbox > Transfer Options screen, you can specify the transfer options currently active for a mailbox. Transfer Options include Call Screening, Call Forwarding, Status, Call Queuing and paging capabilities. NOTE: The user can change the transfer options using either TUI or GUI only if permission is given in the associated feature group. To specify Transfer Options: 1. Click on the Transfer Options tab: 241 CHAPTER 6 - MAINTAINING MAILBOXES 6 2. Select the Call Screening checkbox if you want the system to instruct callers who wish to transfer to an extension to state their name at the tone. Telephony Office-LinX Server Configuration Guide NOTE: Call screening requires the call to be supervised and the user must be in his or her group. Before the call is transferred, the user hears the caller's name and be prompted by the system to accept the call press <1>, to send to another extension press <2>, to accept and record conversation press <3>, to send to your mailbox press <#>. 3. Select the Call Queuing checkbox if you want incoming calls to be placed in a queue when an extension is busy. Callers are informed of their position in the hold queue and given opportunities to either continue to hold or leave a voice message. CAUTION: Call Queuing is available only on telephone systems that provide a busy tone. Most telephone sets with multiple extension appearances do not produce a busy tone. 4. Select the CampOn checkbox to enable the CampOn feature. Should a caller telephone the User while the latter is already engaged on the phone - and assuming that the Camp On feature is enabled - the caller may choose to be alerted the moment the User completes his current call and is available for another. 5. Select Pre Transfer Paging if you want a user to be paged before the call is transferred. When a caller requests an extension, the caller is put on hold and the system pages the user. The system then waits for a definable period of time (this timer is defined in the Advanced dialog with a default of 5 seconds) and then transfers the caller to the desired extension. 6. Select Post Transfer Paging if you want the user to be paged after the call is transferred. When a caller transfers to an extension that is busy or is not answered, the caller is forwarded to the user's mailbox. In the user's personal greeting, the caller can be given 242 CHAPTER 6 - MAINTAINING MAILBOXES 6 the option to page the user over the telephone intercom system (for example, "Press 4 to have me paged"). Callers must be informed of the paging feature in the user's personal greeting. The system does not have a pre-recorded prompt. Telephony Office-LinX Server Configuration Guide 7. From the Caller ID dropdown list, select the desired option to get the caller ID. NOTE: This option is required for desktop screen popups using UC Client Manager. The UC Client Manager settings must also be configured to accept screen popups. Caller ID Function None Turns off screen popups on desktop access. Ask Prompts caller to input their phone number prior to transferring the call. This information will be used in screen popups if the user has desktop access. POP Provides a screen popup up even if caller ID information does not exist. Ask and Pop Asks the caller to manually input their number so it can be used in the screen popups if no caller ID is available from the phone system or not passed by the telco. This guarantees a number on all incoming calls to that user.* NOTE: If a blank Caller ID is sent to the UC Client Manager, there will be no popups. 8. Select the Enable (Call Forwarding) checkbox to forward calls from the automated attendant to another mailbox 9. In the Call Forward to field, enter the mailbox that calls will be transferred to. NOTE: When assigning a mailbox to the fax extension or Admin mailbox, you can hit the Check Names or Address Book buttons to find the mailbox you are looking for. 10. Click the Save Mailbox toolbar button. 243 CHAPTER 6 - MAINTAINING MAILBOXES 6 Specifying Message Options From the Mailbox > Message Options screen, you can control a user’s messaging options. Telephony Office-LinX Server Configuration Guide Creating a message forwarding address 244 When a message is left for a user (voice, fax, email), you can specify how the system handles it. To create a message forwarding address: 1. Click on the Message Options tab: CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 1. Click the Add button. The Addresses dialog box appears: 2. From the Destination Type dropdown list, select the type of destination address you are specifying. 3. In the Destination field, specify the destination address. NOTE: If you selected VPIM or AMIS, you must also enter a specific (VPIM or AMIS) address in the Address field. 4. From the Forward Type dropdown list, specify whether you want the message to be forwarded or relayed. Select Forward if you want messages to be sent as a forward from the mailbox; select Relay to have the original message sent directly from the original sender, as if the original message was meant to be sent to the forward address. 5. From the Voice Format dropdown list, select the format for voice messages. The WaveUlaw8 format is recommended. 6. From among the Message Type checkboxes select the types of messages you want forwarded to the destination address. 7. In the After hour(s) and minute(s) fields, enter how long the system should wait before forwarding a message. 245 CHAPTER 6 - MAINTAINING MAILBOXES 6 8. Select the Attachment checkbox if you want to allow any attachments to be included in the forwarded message. 9. Select the Disabled checkbox if you do not want the address enabled, but wish to store it. If desired it may be enabled later. Telephony Office-LinX Server Configuration Guide 10. Select the Locked checkbox to enable locking of the account after multiple login attempts. 246 11. Select the HTML Content checkbox to have files attached to messages be accessed only through a link (HTTP). 12. Click OK. The address displays in the Mailbox > Message Options list. 13. Select the ’Yes’ Delete After Forward radio button if you want the system to delete messages after they have been forwarded to the specified destination address(es). 14. Click the Save Mailbox toolbar button. CHAPTER 6 - MAINTAINING MAILBOXES 6 Specifying Notification Telephony Office-LinX Server Configuration Guide The Notification tab allows you to specify internal or external addresses that can be used to notify a user that they have received new messages. Notification options include the ability to receive notification via message lights, pager, or telephone, and options to allow or deny outcalling and long distance dialing. The Message Type option allows you to define different notification rules for different media types such as voice mail, fax, or email. Fax has the ability to turn on or off while voice and email can have specific notification rules. Specifying Notification To specify Notification: 1. Click on the Notification tab: 247 CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 2. Specify the following: • From the LAP Mode dropdown list, select how the user will be contacted when they have a page. • In the Local Area Paging field, enter the pager’s cap code. • From the Pager Baud Rate dropdown list select the pager’s baud rate. • From the Pager Type dropdown list, select the User’s pager type. 3. Select the Cascade Notification checkbox to instruct the system to send notification in consecutive order to a list or defined notification schedule. 4. Select the Cascade Notification Loop Back checkbox to enable cascade notification loop back, which is exactly like cascade notification except that it will not stop notifications after all retries are complete, but will instead start again from the beginning. 5. Select the Fax Mail checkbox if you want notification to occur when fax mail is sent. 6. Select the appropriate Voice Mail checkboxes to indicate the message type: Message Type Function All Notifies user of all voice mail messages that are received Urgent Notifies user only if an urgent voice mail message is received With Caller ID Notifies user only if voice mail message is accompanied with caller ID Read Receipt Notifies user if a sent voice message has been received Confidential Notifies user only if voice mail message is of a private status Internal Notifies user only if voice mail message is from an internal user External Notifies user only if voice mail message is from an external user 7. Select the appropriate Email checkboxes to indicate the message type: 248 Message Type Function All Notifies user of all email messages that are received Urgent Notifies users only if an urgent email message is received Read Receipt Notifies user if a sent email message has been received CHAPTER 6 - MAINTAINING MAILBOXES 6 Confidential Notifies user only if email message is of a private status Internal Notifies user only if email is from an internal user address External Notifies user only email is from an external user address Telephony Office-LinX Server Configuration Guide 8. Click the Save Mailbox toolbar button. 249 CHAPTER 6 - MAINTAINING MAILBOXES 6 Specifying a notification address Telephony Office-LinX Server Configuration Guide Telephony Office-LinX has the ability to notify a user if they have received any messages while away from their desk. For example, if a user has received a voice mail message, you can instruct the system to notify them by way of a call to their cell or home phone. 250 This feature allows you to define multiple phone notification numbers per user. You can define a default number (usually a user’s phone extension) as well as optional numbers the user can be notified through a specific communication type (i.e. phone, beeper, email). To specify a notification address: 1. Click the Notification tab, then the Notification Addresses tab: CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 2. Click the Add button. The Notification Address dialog box appears: 3. From the Address dropdown list, select an address for notifications. 4. In the Busy field, enter the time to wait before retrying the number. 5. In the No Answer field, enter the time to wait if no one answers before the system retries. The default is 30 minutes. 6. In the Call It field, enter the number of times a user may retry this number. The default value is once. 7. Click OK. On the Notification Addresses tab, click the Save Mailbox toolbar button. Editing a notification address Currently configured notification addresses can be configured at any time. To edit a notification address: 1. Click the Notification tab, then the Notification Addresses tab. 2. Highlight a Notification address and click the Edit button. The Notification Address dialog box appears. 3. Make the required changes to the Busy, No Answer and Call It fields. 4. Click OK. On the Notification Addresses tab, click the Save Mailbox toolbar button. Deleting a notification address 251 CHAPTER 6 - MAINTAINING MAILBOXES 6 You can delete a Notification address if you no longer want to use it. To delete a notification address: 1. Click the Notification tab, then the Notification Addresses tab. Telephony Office-LinX Server Configuration Guide 2. Highlight a Notification address and click the Remove button. 252 3. Click the Save Mailbox toolbar button. CHAPTER 6 - MAINTAINING MAILBOXES 6 Creating a notification schedule Telephony Office-LinX Server Configuration Guide You can create a notification schedule to specify a calendar setting for each notification address. For example, you can schedule an email to be the active notification address for a specific period of time. To create a notification schedule: 1. On the Notification Addresses tab of the Mailbox > Notification screen, click the Schedule icon . The Notification Schedule dialog box appears: NOTE: The system sets the schedule to be enabled automatically. If you do not want the schedule enabled, you must uncheck the Schedule Enabled checkbox. 253 CHAPTER 6 - MAINTAINING MAILBOXES 6 2. From the Default Address dropdown list, select the default notification address of the schedule. 3. In the Description field, enter a concise title/description for the Notification schedule. Telephony Office-LinX Server Configuration Guide 4. In the Time Start and End fields, indicate when the Notification schedule will begin to be active and when it will cease to be active, respectively. 5. Indicate one of the following Notification schedule recurrence patterns: • Select the None radio button to indicate that the Notification schedule is inactive. • Select the Daily radio button to indicate that the Notification schedule will be active on a day-by-day basis. You have two (2) options: Select the Every X day radio button to specify an interval of activity for the Notification schedule (every second day by entering 2 in the field, for example). OR Select the Every weekday radio button if you want the Notification schedule to be active every weekday. • Select the Weekly radio button to indicate that the Notification schedule will be active on a weekly basis. Next, in the Recur Every X week(s) on field, enter an interval of active for the Notification schedule (every third week by entering 3 in the field, for example). Finally, check the boxes of the days of the week you want the sub menu to be in effect. If then you wanted a Notification schedule to be active every second Monday, Wednesday and Thursday, you would enter 2 in the field and select the Monday, Wednesday and Thursday checkboxes. • Select the Monthly radio button if you want the Notification schedule to be active on a monthly basis. You have two (2) options: Select the Day radio button and indicate which day of the month you want the 254 CHAPTER 6 - MAINTAINING MAILBOXES 6 Notification schedule to be active. Telephony Office-LinX Server Configuration Guide OR Select the The radio button and indicate which day of a month you want the Notification schedule to be active. For example, if you want the Notification schedule to be active on the second Monday of every second month, you would select the radio button, select Second and Monday, and enter 2. • Select the Yearly radio button if you want the Notification schedule to be active on a specific day of the year. You have two (2) options: Select the Every radio button and indicate the day of the year on which you want the Notification schedule to be active. OR Select the The radio button and indicate a specific day of a specific month of the year on which you want the Notification schedule to be active. For example, if you want the Notification schedule to be active on the second Thursday of every March, you would select the radio button and select Second, Thursday and March from the dropdown lists. 6. In the Range of Recurrence feature group, select a date from the Start dropdown list to indicate a day on which the Notification schedule comes into effect. From there, you have two (2) options: Select the No end Date radio button if you want the Notification schedule to have no end date. OR 255 CHAPTER 6 - MAINTAINING MAILBOXES 6 Select the End by radio button and from the dropdown list select the date on which you want the Notification schedule to cease being in effect. Telephony Office-LinX Server Configuration Guide 7. From the Start Menu dropdown list, select the Notification schedule that will run at the times specified. 256 8. Click the Save Schedule toolbar button. CHAPTER 6 - MAINTAINING MAILBOXES 6 Specifying Addresses Telephony Office-LinX Server Configuration Guide The Addresses tab allows you to define the following multiple contact numbers per user: • Phone Number • E-mail/VPIM • Beeper • Fax • WAP • SMS Phone • SMS E-mail • Reply to You can also set an automatic schedule to change the current address settings. Displaying existing numbers for a user Use the Addresses tab to display all addresses that have been assigned to a mailbox. To display existing addresses: 1. Click the Addresses tab: 257 CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 2. Select one of the following radio buttons: • All - to display all added addresses • Defaults - to display the assigned default address • Only - then select a number category from the dropdown list to display specific numbers Adding a phone number You can add a phone number to a mailbox. To add a phone number: 1. Click Add and select the first entry, Phone Number, from the menu. The Address dialog box appears: 2. From the Type dropdown list, select a type of phone extension (internal/external). NOTE: If you select External Extension, the Country dropdown list and Area/ City Code field becomes active. If you select Internal Extension, the Message Light Assignment and Phantom checkboxes become active. 3. From the Country dropdown list, select the country in which that phone is active. 258 CHAPTER 6 - MAINTAINING MAILBOXES 6 4. In the Area/City Code field, enter the area or city code for that phone number. 5. In the Number field, enter the phone number. 6. From the PBX Node dropdown list, select the PBX node of the phone number. Telephony Office-LinX Server Configuration Guide 7. Select the Set as Default checkbox to define this number as your default address. You may define one default address for each address category (phone, fax, email, WAP, SMS). 8. Select the Message Light Assignment checkbox to activate the mailbox extension that will be used for initiating message waiting lights. NOTE: If you have some telephone sets that provide message waiting lights and some that do not, make sure that separate feature groups are assigned for each type. Deactivate the Message Light field for the Feature Group that does not support this feature. If you have any mailboxes that do not have a corresponding telephone extension (for example, phantom mailboxes that are used for voice menus, guest mailboxes) do not enable this feature, as there are no message lights to activate. 9. Select the Phantom checkbox to indicate to the system that the number does not have a physical extension. 10. Click OK. Adding an email/VPIM address You can add an email or VPIM address to a mailbox. Voice Profile for Internet Mail (VPIM) is an International Telecommunications Union (ITU) standard that allows different types of servers to pass voice and fax messages over the Internet. Creating a VPIM address allows you to create and send a message to a remote user mailbox, or receive messages from a remote user located on a different messaging server. This is performed via the network through a special protocol. The VPIM address must be defined in order for the remote message to be received. Your ID also allows the remote user to reply to your message. The Address may be defined as any number other than your actual mailbox number, which is useful in multi-tenanting 259 CHAPTER 6 - MAINTAINING MAILBOXES 6 situations. Please see the second Note on page 232. NOTE: The company domain must be defined before you can add a VPIM address. Telephony Office-LinX Server Configuration Guide To add an email or VPIM address: 1. Click the Add button and select E-mail/VPIM from the resulting menu. The Address dialog box appears: 2. From the Type dropdown list, specify which address type (email or VPIM) you are adding. 3. Complete the Address field. For example, maggie@yahoo.com. For VPIM addresses: When VPIM is installed, the system will automatically create the VPIM address, giving it the same number as the mailbox (for example, Mailbox 313 will have a VPIM address of 313@192.160.0.127). NOTE: You can associate a different number with the mailbox if a conflict exists in mailbox assignments for multi-tenant systems that use the same VPIM setting (for example, Company 1 and Company 2 both have a mailbox 313). When a remote user sends a message to 313@192.160.0.127, the system cannot determine which user gets the message. The mailbox 313 in Company 2 can be assigned VPIM address 413@192.160.0.127 and any remote VPIM message sent to that account would be placed in mailbox 313 of Company 2. 4. Select the Set as Default checkbox to specify this address as the default. 5. Click OK. 260 CHAPTER 6 - MAINTAINING MAILBOXES 6 Adding a fax destination You can add a fax destination number to your mailbox. Telephony Office-LinX Server Configuration Guide To add a fax destination: 1. Click the Add button and select Fax from the menu. The Address dialog box appears: 2. From the Type dropdown list, select a type of fax destination (internal/external). NOTE: If you select Fax - External Extension, the Country dropdown list and Area/City Code field becomes active. 3. From the Country dropdown list, select the fax destination. 4. In the Area/City Code field, enter the area or city code of the fax destination. 5. In the Number field, enter the fax number 6. Select the Set as Default checkbox to specify that particular fax number as the default. 7. Click OK. 261 CHAPTER 6 - MAINTAINING MAILBOXES 6 Adding a WAP (Wireless Access Protocol) number You can add a wireless application device number to your mailbox. Telephony Office-LinX Server Configuration Guide To add a WAP number: 262 1. Click the Add button and select WAP from the menu. The Address dialog box appears: 2. From the Country dropdown list, select the country in which the wireless device is active. 3. In the Area/City Code field, enter the area code or city code of the wireless device phone number. 4. In the Callback Number field, enter the phone number of the wireless device. 5. Select the Set as Default checkbox to specify that particular number as the default WAP number. 6. Click OK. NOTE: When using your cell phone micro-browser to access the UC WAP gateway, this address is used to call and play back your messages. As a rule, this address is the same as that of your cell phone. CHAPTER 6 - MAINTAINING MAILBOXES 6 Adding a SMS Phone Number You can add a SMS phone number to your mailbox. Telephony Office-LinX Server Configuration Guide To add a SMS Phone Number: 1. Click the Add button and select SMS Phone from the menu. The Address dialog box appears: 2. From the Country dropdown list, select the country in which the SMS phone is active. 3. In the Area/City Code field, enter the area code or city code of the SMS phone number. 4. In the Callback Number field, enter the SMS phone number. 5. Select the Set as Default checkbox to specify that particular number as the default SMS phone number. 6. Click OK. 263 CHAPTER 6 - MAINTAINING MAILBOXES 6 Adding a SMS E-mail address You can add a SMS email address as your notification address. Telephony Office-LinX Server Configuration Guide To add a SMS E-mail address: 1. Click the Add button and select SMS E-mail from the menu. The Address dialog box appears: 2. In the Address field, enter the SMS email address. 3. Click OK. Adding a Reply To address You can add a Reply to address (a reply email address) to your notifications. To add a Reply to address: 1. Click the Add button and select Reply To from the menu. The Address dialog box appears: 2. In the Address field, enter the Reply to email address. 3. Click OK. 264 CHAPTER 6 - MAINTAINING MAILBOXES 6 Editing an address You can edit any existing addresses. Telephony Office-LinX Server Configuration Guide To edit an address: 1. Highlight the address you want to edit and click the Edit button. The appropriate dialog box appears. 2. Make the required changes and click OK. 3. Click the Save Mailbox toolbar button. Deleting a phone or email address You can delete any address with the exception of the default address. To delete an address: 1. Highlight the address you want to delete and click the Remove button at the bottom of the form. A message box appears, prompting you to confirm the deletion of the address in question. 2. Click Yes.The selected address is removed. 3. Click the Save Mailbox toolbar button. 265 CHAPTER 6 - MAINTAINING MAILBOXES 6 Specifying IMAP properties Telephony Office-LinX Server Configuration Guide By specifying an IMAP account for the mailbox, you can integrate the mailbox with the IMAP component. This tab is only used if IMAP TSE Gateway is enabled. For IMAP Integrated Messaging (IM) setup, refer to Configuring IMAP4 / POP3 integrated messaging on page 240. To specify IMAP properties: 1. Click on the IMAP tab: 2. The IMAP Locked checkbox is selected if the user’s mailbox is locked. Uncheck this checkbox to unlock the mailbox. 266 CHAPTER 6 - MAINTAINING MAILBOXES 6 3. In the User Name field, enter the IMAP account user name with which the UC application will attempt to synchronize. Follow the domainname/username/alias format for this field. 4. In the User Password field, enter the IMAP user account password. Telephony Office-LinX Server Configuration Guide 5. In the Confirm Password field, re-enter the IMAP user account password. 6. In the IMAP Server field, enter the IP address of the IMAP server. 7. From the Storage Mode dropdown list, select IMAP to store messages in the IMAP store, or Database to store messages in the system database. NOTE: This field indicates whether or not the mailbox is IMAP-synchronized. Setting storage to Database indicates no IMAP synchronization. 8. Click the Save Mailbox toolbar button. If the mailbox is IMAP-enabled, the user on the IMAP server is integrated with the system for IMAP TSE. Configuring IMAP4/POP3 integrated messaging IMAP Integrated Messaging (IM) is a message retrieval method that allows you to retrieve email messages from a server. To configure IMAP4/POP3 integrated messaging: 1. From the mailbox of the user for whom you want to implement IMAP integrated message, click on the Mailbox > General tab. 2. In the POP3 / IMAP 4 feature box enter the account user name and password. Please note to complete the Confirm Password field. 3. Click the Save Mailbox toolbar button, and then select the Addresses tab. 4. Edit the VPIM entry to specify the mailbox email address. NOTE: The VPIM address is the email address used to receive email messages. 267 CHAPTER 6 - MAINTAINING MAILBOXES 6 NOTE: In order for an email message to be processed by IMAP4/POP3 integrated messaging, it will need to be sent to the VPIM address. Telephony Office-LinX Server Configuration Guide 5. Click the Save Mailbox toolbar button. 6. From the Admin screen expand Configuration and highlight VPIM/SMTP. The VPIM/ SMTP parameters appear in the righthand pane. 7. Doubleclick on SMTP Enabled. The Edit String dialog box appears. 8. Select True from the Value Data dropdown list and click OK. 9. Highlight IMAP Server in the lefthand pane. The IMAP Server parameters appear in the righthand pane. 268 CHAPTER 6 - MAINTAINING MAILBOXES 6 10. Doubleclick on IMAP Enabled. The Edit String dialog box appears. Telephony Office-LinX Server Configuration Guide 11. Select True from the Value Data dropdown and click OK. 269 CHAPTER 6 - MAINTAINING MAILBOXES 6 Maintaining Locations Telephony Office-LinX Server Configuration Guide The Administrator console allows you to maintain locations for all mailboxes. Of course, a user can modify their location(s) at a later date via the Web Client. For more information on Locations, refer to the Client Applications Guide. 270 Setting the current location Using the Admin console, you can set the current location of all mailboxes. To set the current location: 1. Click on the Location tab. Select the Set Current Location tab: CHAPTER 6 - MAINTAINING MAILBOXES 6 2. To have the system refer to the locations calendar in determining present location, select the Use my locations calendar radio button. OR Telephony Office-LinX Server Configuration Guide To override the locations calendar and set the current location from Admin, select the Override my locations calendar and set the current location radio button. 3. If you selected to override the calendar, you must now specify the following in the Current Location groupbox: • From the Location dropdown list, select a current location for the mailbox. • From the Availability dropdown list, specify the (mailbox) user’s availability. • From the Phone Number dropdown list, select the current phone number of the mailbox. • Select the Override availability filters checkbox to have the system override the availability filter settings associated to this location. • Select the Appear unavailable if no Caller ID checkbox to have the user appear unavailable to the caller if no caller ID is given. • Select one of the following radio buttons from the I will be at this Location groupbox: Until I change my Location - the user will be at this ’current’ location until he/she changes their location using Web Client Until the next... - the user will be at this ’current’ location either until the next scheduled activity or until the next end or beginning of working hours Till - the user will be at this ’current’ location until a specified time. 4. Click the Save Mailbox toolbar button. 271 CHAPTER 6 - MAINTAINING MAILBOXES 6 Adding a location Using the Admin console, you can add more locations for a mailbox. Telephony Office-LinX Server Configuration Guide To add a location: 272 1. Click on the Locations tab, then the Locations List tab: CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 2. Click the Add button. The Location > Number screen appears: 3. Select the Local Location (within the same time zone) checkbox if the location you are creating is in the same time zone. 4. From the Default Availability dropdown list, select a default availability for the location. 5. Click the Add button. The Addresses dialog box appears: 273 CHAPTER 6 - MAINTAINING MAILBOXES 6 6. Highlight an address in the list and click OK. The selected address appears in the Numbers listbox. Telephony Office-LinX Server Configuration Guide 7. Click on the Location Greetings tab: 274 8. Select one of the following Greeting radio buttons: • Play default greeting - plays the default In Office greeting when the user is at this location • Automated Name and Location greeting - plays an automated name and location greeting when the user is at this location • Play Location greeting - plays a specific location greeting when the user is at this location CHAPTER 6 - MAINTAINING MAILBOXES 6 Telephony Office-LinX Server Configuration Guide 9. Make a selection from among the following Options: • Do not allow callers to skip the greeting - select this checkbox to prevent callers from skipping your location greeting. • Do not allow callers to leave messages - select this checkbox if you do not want callers to be able to leave you messages while you are at this location. • Hang up after the greeting - select this checkbox to hang up on the caller immediately after playing the location greeting. The preceding checkbox must be selected in order to make this feature active. 10. Select the Availability Filters tab: 11. Specify the following to signal when you are AVAILABLE: • Select the Appear Available to everyone checkbox if you want to appear available to everyone while at this location. 275 CHAPTER 6 - MAINTAINING MAILBOXES 6 • Select the Appear Unavailable to radio button if you want to appear unavailable for specific kinds of calls (i.e. internal, external, all). Specify the following: Telephony Office-LinX Server Configuration Guide Select the Internal calls checkbox if you want to appear unavailable for all internal calls. If there are to be exceptions to this rule, select the accompanying Only allow checkbox to select your exceptions using the ... button. Select the External calls checkbox if you want to appear unavailable for all external calls. If there are to be exceptions to this rule, select the accompanying Only allow checkbox to select your exceptions using the ... button. Select the All calls from Contacts checkbox if you want to appear unavailable for all calls from contacts. If there are to be exceptions to this rule, select the accompanying Only allow checkbox to select your exceptions using the ... button. • Select the Appear unavailable to only this list: Exceptions list: radio button and select a list using the ... button if you want to appear unavailable to a specific group of people at all times. 12. Specify the following to signal when you are UNAVAILABLE: • Select the Appear Unavailable to everyone checkbox if you want to appear unavailable to everyone while at this location. • Select the Appear Available to radio button if you want to appear available for specific kinds of calls (i.e. internal, external, all). Specify the following: Select the Internal calls check-box if you want to appear available for all internal calls. If there are to be exceptions to this rule, select the accompanying Only allow checkbox to select your exceptions using the ... button. Select the External calls checkbox if you want to appear available for all external calls. If there are to be exceptions to this rule, select the accompanying Only allow checkbox to select your exceptions using the ... button. Select the All calls from Contacts checkbox if you want to appear available for all calls 276 CHAPTER 6 - MAINTAINING MAILBOXES 6 from contacts. If there are to be exceptions to this rule, select the accompanying Only allow checkbox to select your exceptions using the ... button. Telephony Office-LinX Server Configuration Guide • Select the Appear Available to only this list: Exceptions list: radio button and select a list using the ellipsis button if you want to appear available to a specific group of people even while unavailable. 13. Click the Find Me Rules tab: 14. Select one of the following radio buttons from the General Rule to Find Me groupbox: • Only call me at the first number... - The system will call the user only at the first number assigned to this location. • Call me at each of the numbers...sequentially - The system will call the user at each of their numbers in sequence. 277 CHAPTER 6 - MAINTAINING MAILBOXES 6 • Call me at all the numbers...at the same time - The system will call all of the user’s numbers at the same time. Telephony Office-LinX Server Configuration Guide 15. Select one of the following radio buttons from the Find Me Options groupbox: • Automatically Find me - The system will automatically attempt to reach the user. • Ask caller to Find me - The system will ask the caller if they want the system to try to reach the user. 16. If you want to create Find Me Rules exceptions, simply click the Add button. 17. Click the Assign My Calls Rules tab: 18. Specify the following from among the General Rule to Assign My Calls groupbox: 278 CHAPTER 6 - MAINTAINING MAILBOXES Telephony Office-LinX Server Configuration Guide 6 • Select the Assign my calls to checkbox to have your calls assigned. In the accompanying field, enter or select from the address book (Address Book toolbar button) to whom calls will be assigned. • Select the Play greeting before Transferring checkbox to have a specific greeting play before a call is transferred. Specify one of the following: Select the Play Name followed by name of person the call is assigned to radio button to have the system play the user’s name and the name of the person the call is being assigned to before transferring the call. OR Select the Play this greeting radio button and make a selection from the dropdown list for a specific greeting to play before transferring the call. If applicable, select the language of the greeting from the Language to play dropdown list. • If you want to create Assign My Calls Rules exceptions, simply click the Add button 19. Click OK. The new location appears on the locations list (Mailbox>Locations screen). Removing a location To remove a location: 1. Click on the Locations tab, then the Locations List tab. 2. Highlight a location and click the Remove button. A message box appears, prompting you to confirm the deletion. 3. Click OK. The selected location is deleted. 279 CHAPTER 6 - MAINTAINING MAILBOXES 6 Setting a location schedule Using the Admin Console, you can set a specific schedule for each location. Telephony Office-LinX Server Configuration Guide To set a location schedule: 1. Click on the Locations tab, then the Locations List tab. 2. Highlight a location in the list and click the button. The Location dialog box appears: 3. Select the calendar location from the Change current location calendar dropdown list. 4. Select the Enable checkbox to enable the current schedule. If you enable one schedule, all other existing schedules will be disabled. 280 CHAPTER 6 - MAINTAINING MAILBOXES 6 5. Select the location working hours from the Working Hours Start and End spin boxes. 6. In the Calendar Name field, enter a descriptive name for the calendar. 7. From the Time Zone field, select the time zone in which the location will be active. Telephony Office-LinX Server Configuration Guide 8. Select the Copy local locations from existing calendar checkbox to copy locations from an existing calendar. 9. From the Location dropdown list, select the location that will run at the times specified. 10. From the Availability dropdown list, select from among the two available options. 11. In the Description field, give a brief title to that particular combination of Location and Availability. 12. In the Time Start and End fields, indicate when the location will begin to be active and when it will cease to be active, respectively. Selecting the All day checkbox will make the location active for the entire 24-hour period. 13. Indicate one of the following sub menu recurrence patterns: • Select the None radio button to indicate that the location is inactive. • Select the Daily radio button to indicate that the location will be active on a day-by-day basis. You have two (2) options: Select the Every X day radio button to specify an interval of activity for the location (every second day by entering 2 in the field, for example). OR Select the Every weekday radio button if you want the location to be active every weekday. • Select the Weekly radio button to indicate that the location will be active on a weekly basis. Then, in the Recur Every X week(s) on field enter an interval of activity for the location (every third week by entering 3 in the field, for example). Finally, check the boxes of the days of the week you want the location to be in effect. So, if you wanted 281 CHAPTER 6 - MAINTAINING MAILBOXES 6 alocation to be active every second Monday, Wednesday and Thursday, you would enter 2 in the field and select the Monday, Wednesday and Thursday checkboxes. • Select the Monthly radio button if you want the location to be active on a monthly basis. Telephony Office-LinX Server Configuration Guide You have two (2) options: Select the Day radio button and indicate which day of the month you want the location to be active. OR Select the The radio button and indicate which day of a month you want the location to be active. For example, if you want the location to be active on the second Monday of every second month, you would select the radio button, select Second and Monday, and enter 2. • Select the Yearly radio button if you want the location to be active on a specific day of the year. You have two (2) options: Select the Every radio button and indicate the day of the year on which you want the location to be active. OR Select the The radio button and indicate a specific day of a specific month of the year on which you want the location to be active. For example, if you want the location to be active on the second Thursday of every March, you would select the radio button and select Second, Thursday and March from the dropdown lists. 14. From the Range of Recurrence group box, Start dropdown list, select the day on which the location comes into effect. From there, you have two (2) options: 282 CHAPTER 6 - MAINTAINING MAILBOXES 6 Select the No end Date radio button if you want the location to have no end date. OR Telephony Office-LinX Server Configuration Guide Select the End by radio button and from the dropdown list select the date on which you want the location to cease being in effect. 15. Click the Save Schedule toolbar button. 283 CHAPTER 6 - MAINTAINING MAILBOXES 6 Re-routing CTI Options Using the Admin Console, you can re-route callers when you are away from the phone and unavailable. Telephony Office-LinX Server Configuration Guide To re-route CTI options: 1. Click on the Re-route CTI Options tab. 2. From among the When DND is set on my phone radio button options, select: 284 • Nothing, simply informing the caller that your phone is not to be disturbed; • Change my availability to Unavailable, informing the caller that at the moment you can not be reached, or; CHAPTER 6 - MAINTAINING MAILBOXES 6 • Set my location to, choosing from among the Location and Availability dropdown lists options which allow you to give more detailed information to your caller regarding your whereabouts and your status. Telephony Office-LinX Server Configuration Guide 3. From among the When forward to Voice Mail Group: radio button options, select: • Nothing, simply informing the caller that his call is being forwarded to voice mail; • Change my availability to Unavailable, informing the caller that at the moment you can not be reached, or; • Set my location to, choosing from among the Location and Availability dropdown lists options which allow you to give more detailed information to your caller regarding your whereabouts and your status. 285 Telephony Office-LinX Server Configuration Guide CHAPTER 6 - MAINTAINING MAILBOXES 6 286 7 Maintaining Feature Groups In This Chapter . . . Specifying General Options on page 290 Specifying Storage Options on page 291 Specifying Notification Options on page 294 Specifying Transfer Options on page 299 Specifying Transfer Types on page 303 Specifying Mailbox Options on page 306 Specifying Message Options on page 309 Specifying IMAP configuration on page 311 Specifying DID Properties on page 314 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Overview Telephony Office-LinX Server Configuration Guide A feature group contains a series of mailboxes that have been assigned the same features and functions. These features include recording limits, message expiration, notification, transfer supervision, transfer options, and mailbox options. 286 Each feature group can be customized for a specific office or application. For example, multilingual feature groups may be created to meet the needs of a multicultural staff or customers. Different group configurations can be created for executive mailboxes, guest services for hospitality packages, and users who are offsite. Using the toolbar buttons The following buttons allow you to perform various tasks within the Feature Group application: Button Name Function Create Feature Group Allows you to create a new feature group Delete Feature Group Allows you to delete the current feature group Save Feature Group Allows you to save the current feature group Refresh Refreshes the current feature group CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Maintaining a Feature Group Opening a feature group Telephony Office-LinX Server Configuration Guide You can open an existing feature group from the Administration Console. To open a feature group: 1. Expand a company and highlight Feature Group. Telephony Office-LinX displays all feature groups associated with that company. 2. Doubleclick on a feature group (righthand pane). The Feature Group > General screen appears: 287 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Enabling and disabling features Telephony Office-LinX Server Configuration Guide Once a Feature Group has been created, you can enable and disable many of these features, including Call Screening, Call Queuing, Do Not Disturb, Pre-Transfer Paging, Post-Transfer Paging, Login/Logout, Call Forwarding, Notification, and Message Forwarding. These settings may be also be changed when a user calls into their mailbox and accesses the "Options" menu. 288 NOTE: You can activate features for individual users or deny them the ability to disable these features. To do this, enable the feature on the user's status screen, and disable the feature in the Feature Group that their mailbox is associated with. Deleting a feature group You can delete a feature group if it is no longer needed. To delete a feature group: 1. Click Feature Group. The Feature Group List appears in the right window. 2. Rightclick the feature group you want to delete and select Delete. A message box appears, prompting you to confirm the deletion. 3. Click Yes to delete the feature group. CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Creating a Feature Group Telephony Office-LinX allows you to add as many feature groups as you have mailboxes. Telephony Office-LinX Server Configuration Guide To create a feature group: 1. In the Admin tree, highlight Feature Group and click the Add Feature Group toolbar button. The Feature Group > General screen appears: NOTE: You can also open the Feature Group > General screen by doubleclicking on an existing feature group. 289 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying General Options From the Feature Group > General screen, you can assign a number, name, mailbox, caller language and message format to a feature group. Telephony Office-LinX Server Configuration Guide To specify General Options: 1. On the Feature Group > General screen, the Group Number field displays the next number in sequence. If you want to change the group number, enter a 1- to 3-digit number (from 1 to 999). The system will not permit values beyond this range; attempts to do so will incur no consequences. NOTE: The system fills in this field automatically. 2. In the Group Name field, enter the name of the Feature Group. 3. From the Mailbox Language dropdown list, select the default language users hear when retrieving messages. 4. From the Caller Language dropdown list, select the default language that the caller is greeted with if he or she does not choose a language when prompted by the automated attendant. 5. From the Message Format dropdown list, select the format the messages will be stored and played back in. NOTE: If you are integrating Lotus Notes with the system you must select the WAV format and must use the Dialogic JTC voice card. NOTE: If set to the WAVMSGSM6106, 6108, 61011 or WAVETPGSM6106, 6018, 61011 formats, the user will not have full Control Key capabilities when using the Telephone User interface. Using the WAVGSM* formats will disable the fast-forward and rewind capabilities while listening to a message. 290 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 NOTE: The message format selections available are defined by the type of board drivers that are loaded on the system. Telephony Office-LinX Server Configuration Guide 6. Click on the Save Feature Group toolbar button. The feature group is saved.. Specifying Storage Options From the Feature Group > Storage Options screen, you can assign storage limitations for all users associated with the feature group. For example, you can limit the number of new and saved messages allowed, the length of a message, and the number of days that a message can be saved for a given mailbox. To specify Storage Options: 1. Click the Storage Options tab: 291 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 2. Change one or more of the following: Telephony Office-LinX Server Configuration Guide • 292 In the Maximum Number of Messages field, enter the maximum number of messages in the inbox that are allowed for each mailbox associated with this feature group. This will include email as well as voice messages. The default is 200. HINT: The maximum messages value should be based on the needs of the user. You should allow more than enough message storage space for each user to make sure no messages get lost when a mailbox reaches load capacity. Ten megabytes of hard drive space is equal to approximately one hour of voice message storage. • From the Mailbox almost full pop up dropdown list, select the number of messages stored (as a percentage of the account’s storage capacity) before the user receives a "mailbox almost full" pop up message. • In the Maximum Message Length field, enter the maximum length of time that a caller may use to record a voice message. NOTE: This number is specified in seconds. This value should be set higher than the anticipated message length to ensure that callers are not disconnected in the middle of their messages. • In the Maximum Greeting Length field, enter the maximum number of seconds allowed for a mailbox greeting. Typically the default (120 seconds) is sufficient for most applications. If there happens to be a mailbox that provides lengthy information to callers, however, you may need to increase the time. • In the Days to Keep Unread Messages field, enter the number of days the system is to store unread messages before moving them to deleted folder. • In the Days to Keep Read Messages field, enter the number of days the system is to store read messages before moving them to deleted folder. • In the Days to Keep Sent Messages field,enter the number of days the system will keep sent messages before moving them to the deleted folder. • In the Days to Keep Deleted Messages field, enter the number of days to keep deleted messages in the deleted folder. CHAPTER 7 - MAINTAINING FEATURE GROUPS Telephony Office-LinX Server Configuration Guide 7 • In the Days to Keep Calls History field, enter the number of days to keep call logs for inbound and outbound calls. • In the Maximum Conversation Length field, enter the maximum amount of time (in minutes) that users in this feature group can employ to record a conversation. The default is 60 minutes. 3. Click on the Save Feature Group toolbar button. The feature group is saved. 293 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying Notification Options Telephony Office-LinX Server Configuration Guide From the Feature Group > Notification Options screen, you can specify the notification features allowed for a feature group. The options include turning on message waiting lights, allowing phone, beeper, and email notification, and limiting access to toll lines for longdistance use. 294 To specify Notification Options: 1. Click the Notification Options tab: CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 2. Select the Message Light Activation checkbox to enable the message waiting light feature. By selecting this box, the following fields become active: Telephony Office-LinX Server Configuration Guide NOTE: If you have telephone sets that provide for message waiting lights as well as some that do not, make sure that separate feature groups are assigned for each type of set. Deselect Message Lights for the Feature Group that does not support message waiting lights. If you have any mailboxes that do not have a corresponding telephone extension (for example, phantom mailboxes that are used for voice menus or guest mailboxes), do not enable this feature, as there will be no message lights to activate. • Select the ON For All Msgs checkbox to indicate that the message light ON code will be set for all messages. • Select the OFF For All Msgs checkbox to indicate that the message light OFF code will be set for all messages. • Select the OFF When No New Msg checkbox to indicate that the message light OFF code will be set only when there are no new messages in the user’s mailbox. • In the No of ON Retries field, enter the number of times to retry activation of the message light. • In the No of OFF Retries field, enter the number of times to retry deactivation of the message light. • In the ON Between Retries field, enter the duration to wait between retry attempts to activate the message light. • In the OFF Between Retries field, enter the time between retries to deactivate the message light. • In the ON Code field, enter the code to turn on message waiting lights. 295 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 • In the OFF Code field, enter the code to turn off message waiting lights. Telephony Office-LinX Server Configuration Guide NOTE: The ON Code and OFF Code fields should be used in situations where the code is too long to be inputted in the ON Code field in the PBX Message Light tab (usually MCI). For multi-PBX configurations, different codes must be used for different PBXs. In this situation, certain feature groups can be assigned to a message waiting light code that reflects the different PBXs being used. • In the Channels field, enter the channel number that will be used to send message light notification. 3. Click the Save Feature Group toolbar button. The feature group is saved. Notifying the user Telephony Office-LinX allows you to select the type of device that will notify all users associated with this feature group. The options are email devices, telephone numbers, and beepers / pagers. To notify the user: 1. On the Feature Group > Notification Options screen, in the Message Light Type feature group, select the checkbox that indicates the message type (All, E-mail, Fax, or Voice). 2. In the Outcalling Options feature group, specify the following: • Select the Beeper checkbox to allow the system to notify a user via beeper, voice pager, or alphanumeric pager when a message is recorded to the user's mailbox. • Select the Outcall checkbox to allow the system to notify a user at a specified telephone number when a message is recorded to the user's mailbox. CAUTION: If the telephone number is long distance, the "Long Distance" box must also be checked to allow long distance dialing. 296 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 • Select the Long Distance checkbox to allow long distance telephone numbers to be dialed for notification. • Select the E-mail checkbox to allow the system to email a user’s SMTP device. Telephony Office-LinX Server Configuration Guide 3. Click the Save Feature Group toolbar button. The feature group is saved. 297 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying LAP To specify LAP (Link Access Protocol) : Telephony Office-LinX Server Configuration Guide 1. On the Feature Group > Notification Options screen, in the LAP Options feature group, specify the following: 298 • Select the LAP For Message checkbox to apply LAP to messages. In the Template field, enter . • Select the LAP For Call checkbox to apply LAP to calls. In the Template field, enter . 2. Click on the Save Feature Group toolbar button. The feature group is saved. CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying Transfer Options Telephony Office-LinX Server Configuration Guide From the Feature Group>Transfer Options screen, you can specify how Telephony OfficeLinX is to operate when handling your calls. Transfer Options include Call Screening, Call Forwarding, Busy Hold, Call Queuing, or Paging Capabilities, among others. These may be set to activate either before the call is transferred or after the caller has reached the mailbox. To specify Transfer Options: 1. Click the Transfer Options tab: 2. Select one or more of the following checkboxes to enable the corresponding options: 3. Click on the Save Feature Group toolbar button. The feature group is saved. 299 CHAPTER 7 - MAINTAINING FEATURE GROUPS Telephony Office-LinX Server Configuration Guide 7 300 Option Function Call Screening Select Call Screening at the mailbox level to instruct callers who wish to transfer to an extension to state their name at the tone. Before the call is transferred, the user hears the caller's name followed by the system prompt: "To accept the call press <1>, to reject the call press <#>, or to redirect the call press <2>.” If the user rejects the call, the caller hears a no-answer message and is given the choice of trying another extension, leaving a voice mail message, or dialing the operator's extension. If the user redirects the call, he or she presses <2> and the destination extension number and hangs up to transfer the call. Call Forwarding Select Call Forwarding at the mailbox level to allow a user to have all calls redirected to another extension. If the call is not answered by the forwarded extension, it isreturned to the original user's mailbox. If this feature is activated, the user’s mailbox number should be entered in the "Forwarding Ext." field of the Mailbox Status screen. Busy Hold Select Busy Hold when an extension is busy (or if the "Busy Hold" option has been activated), callers will be given the option to hold for the extension, leave a message for that extension, or to try another extension. While on hold, callers may leave a voice message by pressing <∗>. NOTE: This feature is only available on telephone systems that provide a busy tone. Most telephone sets with multiple extension appearances do not produce a busy tone. Call Queuing Select Call Queuing at the mailbox level to place incoming calls in a queue if an extension is busy. Callers are informed of their position in the hold queue and given the opportunity to continue to hold or to leave a voice message. NOTE: This feature is only available on telephone systems that provide a busy tone. Most multiple telephone sets do not produce a busy tone. Camp On Select to enable the Camp On feature for all mailboxes in this feature group. Should a caller telephone the User while the latter is already engaged on the phone - and assuming that the Camp On feature is enabled - the caller may choose to be alerted the moment the User completes his current call and is available for another. CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Telephony Office-LinX Server Configuration Guide Forced Messaging Select Forced Messaging at the mailbox level to prompt the caller to press any key to leave a message. The mailbox does not automatically begin recording after the greeting. When a mailbox is associated with a group with this feature activated, the caller hears the user's personal greeting and is then prompted to press 5 to leave a message. This forces the caller to press a digit in order to leave a message. When this feature is activated it should help to eliminate blank messages. NOTE: If Forced Messaging is selected, the message that prompts the caller to leave a message will be played after the personal greeting. Pre Transfer Paging Select Pre Transfer Paging at the mailbox level to page a user before the call is transferred. When a caller requests an extension, the caller is put on hold and the system pages the user. The system then waits for a definable period of time (default is 5 seconds) and transfers the caller to the desired extension. Post Transfer Paging Select at the mailbox level to page the user after the call is transferred. When a caller transfers to an extension that is busy or is not answered the caller is forwarded to the user's mailbox. In the user's personal greeting, he or she can offer callers the predefined option to page them over the telephone intercom system (for example, "Press 4 to have me paged"). Callers are only informed of the paging feature in the user's personal greeting. NOTE: The system does not have a pre-recorded prompt. Get Caller ID Select at the mailbox level for the user to receive a call control popup screen when receiving an incoming call. Play Name during Transfer Select to play the user’s name when a call is being transferred to the individual’s mailbox. Confirm Name during Transfer Select to confirm the user’s name when a call is being transferred to the individual’s mailbox. 301 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying the auto attendant The Auto Attendant feature allows you to identify the action that is to be performed by the Auto Attendant during a greeting message. Telephony Office-LinX Server Configuration Guide To specify auto attendant: 1. In the Auto Attendant feature group, select the Try Other Extension After checkbox if you want to give callers the option to try another extension after they leave users in this feature group a message. 2. Select the Notify User of Transfer checkbox to notify the user of a call transfer. 3. Click the Save Feature Group toolbar button. The feature group is saved. Specifying paging zone Zone paging enables the system to page users of incoming calls in their defined paging zone. To specify a paging zone: 1. In the Paging Zone feature group, specify the following: • In the Transfer Code field, enter the transfer code for paging. • In the Account Code field, enter the account code for paging. • In the Release Code field, enter the paging release code. • In the Delay Time field, enter the time (in seconds) that the voice mail is to wait before it transfers the call to the specified extension. 2. Click on the Save Feature Group toolbar button. The feature group is saved. 302 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying Transfer Types From the Transfer Types tab, you can specify how incoming calls are transferred. Telephony Office-LinX Server Configuration Guide To specify Transfer Types: 1. Click the Transfer Types tab: 303 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Telephony Office-LinX Server Configuration Guide 2. In the Internal / External supervision feature groups, select from among the following radio buttons:: Option Function None When "None" is activated, the system transfers calls to extensions without supervising the call (blind transfer). In this case, a caller being transferred to an extension is placed on hold while the system dials the desired extension. The caller is then released to the telephone system. From this point, the telephone system controls the call. Calls are forwarded to Telephony Office-LinX only if the telephone system has the capability to forward calls on a Busy or a No-Answer condition. Busy When "Busy" is activated, the system supervises the call while the caller is being transferred to the extension. If the extension is busy, the system detects the busy tone and the caller is instructed to leave a voice message. However, if the extension is not busy and a ring signal is heard, the caller is released to the telephone system. From this point, the phone system controls the call. Calls are forwarded to TOL only if the switch has the capability to forward calls on a No-Answer condition. Language When the system is configured with more than one language, the system must remember what language a caller has selected during various transfers. In order for TOL to remember, it must be configured to supervise for language. This type of transfer supervision is similar to the Busy/No-Answer supervision, in that the port being supervised will not be able to receive any additional calls while Telephony Office-LinX is supervising the call. Busy / NA When "Busy/NA" is activated, the system supervises the transfer of calls to the desired extension. Telephony Office-LinX checks for both the busy and the no answer conditions and informs the caller of the options available to them when either situation arises. Using this type of transfer supervision will make the system less efficient because the port being used will not be able to receive any additional calls while Telephony Office-LinX is supervising the call. Centrex Select to supervise a transferred Centrex line so that the system will send the call back to voice mail if there is no answer. 3. Select the Transfer validation prompt checkbox to have the system prompt the user before performing a Call Back action (i.e. before calling the other party). 4. Select the Outdialing validation prompt checkbox to have the system prompt the user before performing a Find Me/Follow Me action. 5. In the No of rings field, enter the number of rings to an extension before enacting a transfer. 304 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 6. In the No of times to repeat prompt field, enter the number of times you want the system to repeat the validation prompts. 7. Click on the Save Feature Group toolbar button. The feature group is saved. Telephony Office-LinX Server Configuration Guide Specifying a Pop Duration & Pre Transfer Event It is possible to establish a pre-transfer event, which is either a ring, music clip (system default music) or custom sound clip which will occur (play) before a caller is transferred. Similarly, screen popups can also be regulated. To specify a pre transfer event: 1. On the Feature Group > Transfer Types screen, in the Screen Pop Duration & PreTransfer Event feature group, select one of the following radio buttons: • Ring - caller hears a ring. Enter a length of time value (seconds) in the field. • Music - caller hears system default music. Enter a length of time value (seconds) in the field. • Custom File - caller hears the sound you specify here. Click on the ellipsis button to select the music / sound you want the caller to hear. 305 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying Mailbox Options Telephony Office-LinX Server Configuration Guide From the Feature Group > Mailbox Options screen, you can specify the options for all mailboxes associated with this feature group. That includes settings available to the User and those restricted to the Administrator. 306 To specify mailbox options: 1. Click the Mailbox Options tab: CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Telephony Office-LinX Server Configuration Guide 2. Select one or more of the following checkboxes to enable the options: Option Function Change Location Selecting this checkbox allows users to change their location. Distribution List This option sets the availability of distribution list settings at the mailbox level. Multilingual This feature allows users to record personal greetings in more than one language. The user will be prompted to select the language. Process Contacts This enables all mailbox users in the feature group to maintain contacts. Record all incoming calls Select to allow for the recording of all incoming calls Record Conversation This feature allows users to record a telephone conversation. When Call Screening is enabled, users are offered the option to record the conversation when they pick up the handset. Wakeup Call This enables the Wakeup Call feature. Allow Live Reply-Call Back This enables the Live Reply-Call Back feature, by which a feature group user will automatically call a caller back if the user was busy taking another call when the caller called. Allow Multiple TUI Access Directory Directory access allows users to be listed both in the dial by name directory and the complete directory. The dial by name directory is set up in ascending order with respect to mailbox number. Callers may access the dial by name directory by pressing the <?> key when they reach the auto attendant, or they may listen to the complete company directory (arranged in ascending order according to mailbox) by pressing the <?> key a second time. If any particular User does not wish to be listed in the dial by name directory, another mailbox group can be set up with this feature deactivated. NOTE: All mailboxes are automatically entered into the complete company directory. To remove a name from the complete company directory, inform the user that they must delete the Name prompt recorded in their own mailbox. If SAPI or Real Speak is installed, the system will play the names even if the prompt is deleted. You must delete the user from the feature group directory to fully remove the user. Do not check Passwords Select to allow for automatic login (no password required) Ask for Password (Inband Login) This option will initiate the system to prompt users to enter their passwords every time they log on. 307 CHAPTER 7 - MAINTAINING FEATURE GROUPS Telephony Office-LinX Server Configuration Guide 7 308 Forced Tutorial If selected, a user belonging to this Feature Group will not be able to pick up messages until he or she completes the tutorial. Guest Mailbox This enables a simplified messaging menu Hide on Send List If selected, mailboxes in this group will not appear in the Send list of Telephony Office-LinX desktops. Lan Talk This feature allows users to send and receive LAN Talk messages, provided that UC Client Manager is installed on their PC. Press Star to Login to another mailbox Select to give users the ability to log in to another mailbox by pressing [*] when the system is waiting for a password. NOTE: If this option is not enabled and you press [*], the user will be asked for the supervisor password. Shared Extension This feature changes the way a caller uses Auto Station Login. When this feature is activated and the user performs an Auto Station Login (for example, pressing a key for message retrieval), Telephony Office-LinX prompts for the mailbox number. If this field is not activated, the system will accept the inband extension number as the mailbox number and ask the user to enter their password. This feature allows installers to set up scenarios with more than one mailbox associated to one extension number. It can also make it easier for the receptionist to transfer callers directly into the user’s mailboxes. Web Access Select this option to allow all feature group users access to the internet. WebClient Messaging This feature allows gives feature group users Web Client messaging capability. 3. Click on the Save Feature Group toolbar button. The feature group is saved. CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying Message Options From the Feature Group > Message Options screen, you can specify comments attached to messages, as well as information regarding messages sent. Telephony Office-LinX Server Configuration Guide To specify Message Options: 1. Click the Message Options tab: 2. Select the Confirm Delete checkbox if you want users to be prompted to confirm the deletion of a message. NOTE:If Message Recovery is active (see earlier in this chapter) any message that has been deleted may be reclaimed during the same day. 309 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 3. Select the Confirmation Request-Certified Message checkbox to instruct the system to prompt users to send a standard or certified message. 4. Select the Future Delivery checkbox to allow for the future delivery of reply messages. Telephony Office-LinX Server Configuration Guide 5. Select the Show Message Count checkbox to activate a message window over the UC Client Manager icon in the Windows toolbar, displaying the number and type of new messages in the inbox. 6. Select the Allow Reply to all Recipients checkbox to allow users to Reply All when replying to a message. 7. Select the Attach Comment on Reply checkbox if you want the system to attach the original message body to the new message body when replying. 8. Select the Send all Comments checkbox to indicate whether or not to send all attachments of the original message when forwarding. 9. Select the Verify Sending Destination checkbox to verify the destination of messages being sent. 10. Select the Message Forwarding checkbox to allow messages received by this feature group to be forwarded to other mailboxes and extensions. 11. Select the Cancel Auto Forwarding Only when Message Saved or Deleted checkbox to instruct the system to cancel auto forwarding if the message has been saved or deleted. 12. In the Message Send Inter-Digit Delay field, enter the number of seconds that the system will wait while the user is entering a message before it decides that caller has finished. 13. From the When Sending a Message, ask for Mailbox Number dropdown list, select the mailbox number to send the message to either before recording the message or after recording the message. 14. Click on the Save Feature Group toolbar button. The feature group is saved. 310 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying IMAP configuration Telephony Office-LinX Server Configuration Guide From the Feature Group > IMAP screen, you can specify an IMAP account for the feature group. By specifying an IMAP account for the feature group, you can integrate the mailboxes of all users within that feature group. To specify IMAP configuration: 1. Click the IMAP tab: 2. In the IMAP Account field, enter the Fully Qualified Domain Name (FQDN). This user is the user that was created on the IMAP server, one who has full control and a permanent password. 311 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 3. In the Account Password field, enter the FQDN account password. 4. In the Confirm Password field, re-enter the FQDN account password. 5. From the IMAP Server dropdown list, select an appropriate value. Telephony Office-LinX Server Configuration Guide 6. In the Max No of Connections field, enter the maximum number of failed system connection attempts that can occur before the user is locked out. 312 NOTE: It is recommended that this number be fairly high (1000+). The user can get locked out when, for example, the IMAP server or email server itself goes down and there is no possibilty of establishing a connection. This can happen on a re-boot. 7. In the Max No of Logons field, enter the maximum number of failed system logons that can occur before the user is locked out. NOTE: The number in this field should be less than the number specified in the user’s NT account for locking an account. 8. In the Synchronisation Options feature box, select from among the following: • Inbox folder - Select this checkbox to synchronize messages in the Inbox folder from the IMAP server to Mitel Messaging Server. This is the default value. • Call History - Select this checkbox to synchronize call history from the IMAP server to Mitel Messaging Server • System folders - Select this checkbox to synchronize messages in system folders (e.g., Inbox) from the IMAP server to Telephony Office-LinX • Custom folders - Select this checkbox to synchronize messages in custom folders from the IMAP server to Telephony Office-LinX CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 • Select the Send URL checkbox to receive a link to a message (rather than the entire message itself). This feature serves as a security measure, in addition to reducing memory usage. Telephony Office-LinX Server Configuration Guide NOTE: ’System’ folders are standard, built-in folders such as Inbox, Outbox and Deleted Items. ’Custom’ folders are folders created by the user (e.g. ’Draft A’). NOTE: One IMAP synchronization is enabled and configured, the Inbox folder is synchronized at all times between the IMAP and Telephony Office-LinX. NOTE: In order for actions such as Copy and Delete to be available, checkboxes such as Sync folders and Custom folders must be checked. 9. The time specified appears in the Update Message Status From field. 10. From the Sync Priority dropdown list, select the level of priority to use for IMAP feature group synchronization. 11. In the Msgs per Sync Cycle field, enter the number of messages the system will attempt to synchronize during each synchronisation cycle. NOTE: The number you enter in this field depends on how evenly messages are distributed between all mailboxes. The higher the number in this field, the longer it will take TOLEE to start processing messages for the next mailbox. 12. In the TSE Location field, enter or select the location of the UC TSE Cache Manager. 13. Select the Update Message Status From checkbox to allow for the synchronization of the Lotus Domino and voice servers at a certain time. Click the ellipsis button and specify a time in the Update Message Status From dialog box. Click OK. 14. Click on the Save Feature Group toolbar button. The feature group is saved. 313 CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 Specifying DID Properties To specify DID properties: Telephony Office-LinX Server Configuration Guide 1. Click the DID Properties tab: 2. Select any (or none) of the following from the DID Calls feature group, as desired: 314 • Select the Play Prompt Transfer to... checkbox to have the default transfer prompt play when a DID call comes in. • Select the Play PreTransfer Sound checkbox to play the default pre-transfer sound for incoming DID calls. CHAPTER 7 - MAINTAINING FEATURE GROUPS Telephony Office-LinX Server Configuration Guide 7 • Select the Call Screening checkbox if you want the system to instruct DID callers - those wishing to transfer to an extension - to state their name at the tone. • Select the Camp On checkbox to enable the Camp On feature. Should a caller telephone the User while the latter is already engaged on the phone - and assuming that the Camp On feature is enabled - the caller may choose to be alerted the moment the User completes his current call and is available for another. • Select the Call Queuing checkbox if you want incoming DID calls to be placed in a queue when an extension is busy. Callers are informed of their position in the queue and given opportunities to either continue to hold or leave a voice message. • Select the CallerID Popup checkbox to have the IDs of DID callers pop up when their call comes in. • Select the Call Forwarding checkbox to enable call forwarding on DID calls. 3. Select one of the following from the Re-route Options for DID and Internal Calls Using CTI: • Select the No re-routing radio button if DID/Internal calls are not to be forwarded on the UC system. Incoming calls will advance no further than the number originally dialed. This is the default option. • Select the Forward calls to UC - Location options radio button to exploit the UC system’s Find Me/Follow Me abilities. Incoming calls will search for the intended recipient according to a previously specified path. • Select the Forward calls to default address radio button to re-route the call to one specific address. • In the Hunt Group text field, enter the number to be dialed to access DID messages. 4. Click on the Save Feature Group toolbar button. 315 Telephony Office-LinX Server Configuration Guide CHAPTER 7 - MAINTAINING FEATURE GROUPS 7 316 8 Maintaining a Remote Site In This Chapter . . . Overview on page 318 Maintaining a Remote Site on page 319 Adding a Remote Site on page 320 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 Overview Telephony Office-LinX Server Configuration Guide Audio Messaging Interchange Specification (AMIS) is a series of standards that enables voice messaging systems produced by different vendors to network. 318 Voice Profile for Internet Messaging (VPIM) is a SMTP standard that enables voice mail systems to network with one another over IP. Different vendors that adhere to the standard can interoperate with one another networked over a wide-area network (WAN). Using the toolbar buttons The following buttons allow you to perform various tasks within the Remote Site application: Button Name Function Create Remote Site Allows you to create a new remote site Delete Remote Site Allows you to delete the current remote site Save Remote Site Allows you to save the current remote site Refresh Refreshes the current remote site CHAPTER 8 - MAINTAINING A REMOTE SITE 8 Maintaining a Remote Site Telephony Office-LinX Server Configuration Guide Understanding networking Networking has two specifications: VPIM and AMIS-Analog. The AMIS-Analog specification uses DTMF tones to convey control information and the transmission of the message itself in analog form. This means that the Telephony Office-LinX system may be networked to other systems and/or other vendors’ voice messaging systems that are also AMIS-Analog compatible. With AMIS networking, users from different locations can send messages as if they are all on the same voice mail system. VPIM deployment requires a Static IP address and a free port in your network dedicated to the VPIM SMTP server. This allows the VPIM server to receive and send VPIM SMTP packets according to priority. See your network administrator for allocating a free port to the VPIM server. Configuring the server for networking Before you can add a remote site, you must make sure that both AMIS and VPIM are enabled in the configuration. To configure the Server: 1. Expand Configuration and highlight Remote Site Setting. The AMIS configuration parameters appear in the right pane. 2. Doubleclick on Remote Site Installed. 3. From the Value Data dropdown list, select True. This will enable both AMIS and VPIM on the UC server as long as they are licensed on your system Sentinel. NOTE: AMIS Initial Delay is a timer setting for receiving AMIS packets from other sites. The default value is 3, but can be altered. 4. Click OK. 319 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 Adding a Remote Site Telephony Office-LinX Server Configuration Guide Every site that is to be included in the network must be added with an unique site number. In order for Telephony Office-LinX to be able to communicate with another system, each site’s parameters must be correctly entered. 320 Adding an AMIS site Adding an AMIS site allows a user to interact with a remote site as if the user is in-office at that very site. The AMIS system uses DTMF tones to convey control information and the transmission of the message itself in analog form. To add an AMIS site: 1. From the Admin screen, expand the Company tree and highlight Remote Site. 2. Rightclick and select New > RemoteSite from the menu. The Remote Site screen (AMIS) appears: CHAPTER 8 - MAINTAINING A REMOTE SITE 8 3. If this is the first site that you are adding, enter the appropriate information and click Save Site. Telephony Office-LinX Server Configuration Guide NOTE: The system automatically selects the first site number available. 4. For all subsequent sites, click Add Site. Telephony Office-LinX clears the dialog box of information. 5. Select the AMIS radio button. 6. Specify the following: • In the Description field, enter a description of the site you want to connect to. Typically, it is the company name of the site. • In the Location field, enter the location of the site you want to connect to. Typically, it is City and Province for Canadian locations, City and State for U.S. locations, and City and Country for international locations. • From the PBX Node dropdown list, select the PBX node of the AMIS site. • In the Site ID Number field, enter a system identification number for the remote site. AMIS has strict guidelines on the format of a system ID. It is composed of three numeric fields using 0 to 9, and each field is terminated by a # (pound sign). The maximum length of the System ID Number is 18 characters, and the minimum is 3 characters. The two (2) types of system ID numbers are public and private: Public System ID numbers are for all sites that can be dialed directly using the public telephone network. These ID numbers are always in the format of ccc#nnn#sssssss#, where the value “ccc” is the international country code (1-4 digits), the value of “nnn” is the national significant number (area or city code of 0-14 digits) and the value of “sssssss” is a local subscriber number of 0-14 digits. All locations in North America must use the format of 1#aaa#sssssss# where “aaa” is the area code and “sssssss” is the local telephone number. 321 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 Private System ID numbers are for all sites that are accessible through a private network or behind a PBX. These always have the format 0##nnnnnnn# where “nnnnnnn” Telephony Office-LinX Server Configuration Guide is a site defined number. The site defined number is typically the extension number of the site. The value “nnnnnnn” can be from 0-14 digits. 322 • From the Country dropdown list, select the country in which the site is located. • In the Area/City Code field, enter the area/city code of the site. • In the Number field, enter the number to be dialed in order to call the site. NOTE: This number should include any necessary access numbers (for example, 1 for long-distance, 81 for Japan). Do not include the trunk access code (usually a 9). 7. Click on the Call Settings... button. The following screen appears: • In the Consecutive failures before stop field, enter the number of times consecutive failures can occur in outbound calling before shutting down the action. • In the Minimum recall interval field, enter the number of minutes that must elapse before attempting a second outbound call to this site. • In the Maximum recall interval field, enter the maximum number of minutes that can elapse between outbound call retries until the value of the consecutive fails before stop is reached. • In the Message send expiration field, enter the expiration time for messages waiting to be sent via the network. Click OK. The Remote Site screen remains. CHAPTER 8 - MAINTAINING A REMOTE SITE Telephony Office-LinX Server Configuration Guide 8 • Select the Enable logs checkbox to enable the logging of AMIS activity such as handshaking, packet exchanges between sites, etc. • Select the End record with any digit checkbox to allow the recording of incoming messages to be terminated by any DTMF tone. • Select the Allow incoming messages checkbox to accept all incoming network calls from remote sites. • Select the Allow sending messages checkbox to place calls to remote sites. 8. Click the Save Site toolbar button. The AMIS remote site entry is saved. 323 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 Adding a VPIM site Telephony Office-LinX Server Configuration Guide Voice Profile for Internet Mail (VPIM) is an International Telecommunications Union (ITU) standard that allows different types of messaging servers to pass voice and fax messages among each other over the Internet. Creating a VPIM address allows Telephony Office-LinX to use VPIM to send messages to assigned network voicemail users. 324 To add a VPIM site: 1. Expand Company in the Admin tree, rightclick and select New > Remote from the menu. The Remote Site screen appears. 2. Select the VPIM radio button: 3. Specify the following: • In the Description field, enter a description of the site. Typically, it is the company name of the site. • In the Location field, enter the location of the site. Typically, it is the city and province for Canadian locations, city and state for U.S. locations and city and country for international locations. • From the PBX Node dropdown list, select the PBX node of the VPIM site. CHAPTER 8 - MAINTAINING A REMOTE SITE 8 • In the Domain Name field, enter the domain name which the VPIM site belongs to. Telephony Office-LinX Server Configuration Guide OR A networked site needs a static IP and a free port for the UC to connect to. In the IP Address field, enter the IP and port number information for the remote UC or voice mail server. NOTE: The Domain name or IP Address entered must correspond with the Domain name of IP address specified in the Company configuration. For more information, refer to Specifying General Options, Chapter 5, page 103 of this Guide. NOTE: Enter the information as a standard address, followed by a colon and the port number (e.g. 192.168.0.172:25). 4. Click the Save Site toolbar button. The VPIM remote site entry is saved. 325 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 Specifying VPIM options VPIM options are specified using VPIM Tools. To open VPIM tools, go to the Windows Taskbar and click Start > Programs > VPIMClient. Telephony Office-LinX Server Configuration Guide Example of a VPIM site The following example illustrates the settings required for networking two systems using VPIM. Example settings for networking two systems using VPIM Site 4 Site 1 IP Setting: 147.23.16.13 IP Setting: 66.57.123.56 Mailbox Range 100-120 Mailbox Range 100-320 NOTE: Any mailbox that is sent a message from one site to another will be duplicated in each site. 1. Log in to the Telephony Office-LinX Administrator. 2. In the left Admin pane, expand Configuration and click on Remote Site Setting. The Remote Site settings appear in the righthand pane. 3. Doubleclick Remote Site Installed. The following Edit String dialog box appears. 4. From the Value Data dropdown list, make sure True is selected and click OK. 326 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 Telephony Office-LinX Server Configuration Guide 5. From the left Admin pane, rightclick your PBX and select New > Company. The Company > General screen appears: 6. Provide the necessary information for the company. For the purpose of this example, attention must be made to provide the IP address in the Domain Name/IP Address field of Site 1. 7. When finished, click the Save Company toolbar button. 8. From the lefthand Admin pane, expand the company and highlight Remote Site. 9. Rightclick and select New > Remote Site from the menu. The Remote Site screen appears. 327 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 Telephony Office-LinX Server Configuration Guide 10. Select VPIM and provide the necessary information for the remote site. For the purpose of this example, attention must be made to provide the site number and IP address of Site 4: NOTE: The site number and IP address will be duplicated at all the locations where it is created in. 11. Click the Save Site toolbar button. 12. From the left Admin pane, expand the company, rightclick Mailbox Structure and select New > Mailbox. The Mailbox > General screen appears. 13. Enter the required information in all tabs. For the purpose of this example, click the Addresses tab. 328 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 14. Click Add and select E-mail/VPIM. The Address dialog box appears. 15. From the Type dropdown list, select VPIM. Telephony Office-LinX Server Configuration Guide 16. In the Address field, enter the mailbox extension number. The default IP address for the site will be displayed "@66.57.123.56". NOTE: If the IP address or domain name was created in the company tab first, then each mailbox will have a default VPIM address already assigned. 17. Click OK, then click the Save Mailbox toolbar button. Through this configuration example (refer to Example of a VPIM site on page 326), a user at Site 4 can create a message and address it to a mailbox at Site 1. The user will create a message from their own mailbox. When asked for the destination, the user should enter 110*1, as this represents mailbox 110 at remote site 1 You can open all remote sites from the Administration Console. Opening a remote site To open a remote site: 1. Highlight Remote Site. All associated remote sites appear in the righthand pane. 2. Doubleclick on a remote site. The Remote Site dialog box appears. Changing a remote site If you need to change information about a site (for example, the dial-up number), you must change the information on all sites containing the affected site address. To change a remote site: 1. Doubleclick the site you want to edit. The Remote Site dialog box appears. 329 CHAPTER 8 - MAINTAINING A REMOTE SITE 8 2. Perform the required changes and click the Save Site toolbar button. Deleting a remote site Telephony Office-LinX Server Configuration Guide Telephony Office-LinX allows you to delete a site from either the Administration Console or form the Remote Site list. 330 To delete a remote site: 1. Rightclick the site you want to delete, highlight All Tasks and click Delete. A prompt appears, asking you to confirm the deletion. 2. Click Yes. 9 Maintaining a Routing Table In This Chapter . . . Overview on page 332 Routing Tables on page 333 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Overview Telephony Office-LinX Server Configuration Guide The Call Routing Table works in conjunction with Caller ID/DNIS to assign certain telephone numbers to specific extensions, or with PIN Numbers to direct the call to specific Voice Menus. 332 Telephony Office-LinX UC allows you to route an outside call to an individual mailbox. For example, you might want all sales calls from a particular area code to go to the mailbox of the individual responsible for that area. You can also route all calls that begin with a specific three digit number followed by a series of wildcards (known as Caller ID). For example, whenever the system recognizes a number such as 212-555-9999, it will route the call directly to the designated voice menu. Using the toolbar buttons The following buttons allow you to perform various tasks within the Routing Table application: Button Name Function Add a Routing Destination Adds a new routing destination. Delete a Routing Destination Deletes an existing routing destination. Edit a Routing Destination Edits an existing routing destination. CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Routing Tables Opening a routing table Telephony Office-LinX Server Configuration Guide You can open a Routing Table from the Administration console. To open a routing table: 1. In the Admin tree, follow PBX > Company > Routing Table and highlight Routing Table. The routing table icon appears in the righthand pane. 2. Doubleclick on the Routing Table. The Routing Table screen appears and displays all existing routing destinations: Creating a routing destination Routing Destinations are based on call information such as Caller ID or account code. To create a routing destination: 1. Highlight Routing Table in the Administration console. 2. Doubleclick on Routing Table in the righthand pane. The Routing Table screen appears. 333 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Creating a Caller ID/DNIS destination You can create a Routing Destination that is based on caller ID. Telephony Office-LinX Server Configuration Guide To create a Caller ID/DNIS destination: 1. On the Routing Table screen, select the Caller ID/DNIS tab. 2. Click the Add toolbar button. The Routing Table dialog box appears: 3. In the Caller ID/DNIS field, enter the number that will be routed to the mailbox. You can enter either a caller ID or a DNIS number. NOTE: The Automated Attendant will detect the Caller ID or the DNIS number only if it is configured properly in the PBX configuration. You can enter the full number or area code with wild cards “?”. You can combine the wild card number with any combination of numbers. For example, 416? will route all numbers that are preceded by 416. 4. Select Mailbox and from the Mailbox dropdown list, select the mailbox that will receive the incoming calls. OR Select Voice Menu and from the Voice Menu dropdown list, select the voice menu that will receive the incoming calls. 334 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 5. From the Sub Menu dropdown list, select which sub menu to ue. Telephony Office-LinX Server Configuration Guide NOTE: This is applicable only if Voice Menu is chosen. 6. In the Associated Name field, enter a description of the types of calls being redirected to a mailbox. 7. Click OK. After setting Caller ID/DNIS destinations, you must enable the Caller ID feature. In the Telephony Office-LinX Admin tree, select Configuration > Device Management > Caller ID Settings and specify the Caller ID settings. Refer to Specifying the Caller ID device on page 44 for information on configuring these settings. Creating a Pin number destination Mitel Messaging Server makes use of Personal Identification Numbers (PIN) as a means of verification for call processing. To create a Pin number destination: 1. On the Routing Table screen, click the Pin Number tab: 335 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Telephony Office-LinX Server Configuration Guide 2. Click the Add toolbar button. The Routing Table dialog box appears: 336 3. In the Pin Number field, enter the PIN Number to be verified for call processing. The number can be up to 25 digits in length. 4. From the Voice Menu dropdown list, select the voice menu to receive the call. 5. From the Sub Menu dropdown list, select the sub menu to receive the call. This sub menu is located in the originating Voice Menu. 6. In the Associated Name field, enter the name that is to appear for screen popups if using the “Pin Number as Caller ID” function. 7. Click OK. After specifying PIN numbers, make sure that you enable the Ask Pin Number feature in the Voice Menu. In the Telephony Office-LinX Admin tree, expand the company that this PIN number is associated with and doubleclick Voice Menu. The voice menus appear in the right pane of the Telephony Office-LinX Admin console. 8. Close the Routing Table. In the lefthand pane locate and doubleclick Voice Menu. The existing Voice Menus appear in the main pane. CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Telephony Office-LinX Server Configuration Guide 9. Doubleclick on the Voice Menu you require. That Voice Menu dialog box appears: 10. In the Actions listbox, select and drag Ask Pin Number to the DTMF Key/Action pane. The Parameters (Get Destination from DB) dialog box appears: 11. In the Pin Number field, enter a valid PIN number. 12. From the Next Sub Menu, When Invalid dropdown list, select the sub menu you want the caller to hear if the incorrect PIN number is entered. 13. From the Phrase dropdown list, select the pre-recorded phrase the caller will hear if the correct PIN number is entered. 14. In the No of Retries field, enter the number of times the system is to allow the caller to attempt to enter a PIN number. 337 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 15. Click OK, then click the Save Voice Menu toolbar button. Telephony Office-LinX Server Configuration Guide Assigning a schedule 338 Telephony Office-LinX allows you to assign a schedule to a routing destination to determine when a call is to be transferred to an extension. For example, when Caller ID recognizes a particular number, the system will examine the appropriate schedule. If the current day and time falls within the time frame specified in the schedule, the call is directed to the correct mailbox. A schedule can also be applied to a PIN Number so that it is only active within a specific time period. The destination is the sub-menu number within the Voice Menu that initiated the PIN Number request. When “Get PIN Number” is used in a Voice Menu, and the caller enters 5454 as their PIN Number, the caller is directed to sub menu 10 within the Voice Menu that requested it. NOTE: PIN number scheduling is based on time of day or day of week. To assign a schedule: 1. From the Routing Table select the Caller ID/DNIS tab and doubleclick the Routing Destination to which you want to apply a schedule. The Routing Table screen appears: CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Telephony Office-LinX Server Configuration Guide 2. Click the button. The Routing Table Schedule dialog box appears: NOTE: If you are assigning a schedule to a PIN Number, the Default Mailbox dropdown list will appear as the Default Voice Menu dropdown list. The Mailbox dropdown list will appear as the Voice Menu dropdown list. 3. Select the Schedule Enabled checkbox to enable the sub menu. Enabling one sub menu disables all other sub menus. 4. From the Default Mailbox dropdown list, select the default mailbox for the sub menu. 5. Click the Add Schedule Item toolbar button. 6. In the Description text field, enter a concise title and/or description for the Routing Table Schedule. 339 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 7. In the Time Start and End fields, indicate when the sub menu will begin to be active and when it will cease to be active, respectively. Alternatively, select the All day checkbox to make the sub menu active the entire day. Telephony Office-LinX Server Configuration Guide 8. Select one of the following in the Recurrence Pattern feature box: • Select the None radio button to indicate that the sub menu is inactive. • Select the Daily radio button to indicate that the sub menu will be active on a day-byday basis. You now have two (2) options: Select the Every weekday radio button if you want the sub menu to be active every weekday. OR Select the Every X day radio button to specify an interval of activity for the sub menu (every second day by entering 2 in the field, for example). • Select the Weekly radio button to indicate that the sub menu will be active on a weekly basis. Then, in the Recur Every X week(s) on enter an interval of active for the sub menu (every third week by entering 3 in the field, for example). Finally, check the boxes of the days of the week you want the sub menu to be in effect. Thus, if you wanted a sub menu to be active every second Monday, Wednesday and Thursday, you would enter 2 in the field and select the Monday, Wednesday and Thursday check-boxes. • Select the Monthly radio button if you want the sub menu to be active on a monthly basis. You now have two (2) options: Select the Day radio button and indicate which day of the month you want the sub menu to be active. 340 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 OR Telephony Office-LinX Server Configuration Guide Select the The radio button and indicate which day of a month you want the sub menu to be active. For example, if you want the sub menu to be active on the second Monday of every second month, you would select the radio button, select Second and Monday, and enter 2. • Select the Yearly radio button if you want the sub menu to be active on a specific day of the year. You now have two (2) options: Select the Every radio button and indicate the day of the year on which you want the sub menu to be active. OR Select the The radio button and indicate a specific day of a specific month of the year on which you want the sub menu to be active. For example, if you want the sub menu to be active on the second Thursday of every March, you would select the radio button and select Second, Thursday and March from the respective dropdown lists. 9. In the Range of Recurrence feature box, select a date from the Start dropdown list to indicate a day on which the sub menu comes into effect. From there, you have two (2) options: Select the No end Date radio button if you want the sub menu to have no end date. OR Select the End After: ___ occurrences radio button/text field to determine how many times you want the sub menu to be in effect before ceasing to be so. 341 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 OR Telephony Office-LinX Server Configuration Guide Select the End by radio button and from the dropdown list to select the date on which you want the sub menu to cease being in effect. 342 10. From the Start Menu dropdown list, select the sub menu that will run at the times specified. 11. Hit the Save Schedule toolbar button. The sub menu is saved. CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Deactivating a schedule You can deactivate any schedule that has been assigned to a Routing Destination. Telephony Office-LinX Server Configuration Guide To deactivate a schedule: 1. Open a Routing Destination Schedule: 2. Deselect the Schedule Enabled checkbox and click the Save Schedule toolbar button. 343 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Reactivating an existing schedule You can reactivate any Schedule that has been assigned to a Routing Destination. Telephony Office-LinX Server Configuration Guide To reactivate a schedule: 1. Open a Routing Destination Schedule. 2. Select the Schedule Enabled checkbox and click the Save Schedule toolbarbutton. Removing a schedule entry You can remove a Schedule entry when you no longer want it to be assigned to a routing destination. To remove a schedule entry: 1. Open a Routing Destination Schedule. 2. Select the Schedule entry you want to delete using the arrow buttons, and click the Delete Schedule Item toolbar button. 3. Click OK, then Save. Removing a complete schedule A complete Schedule can be removed entirely. To remove a complete schedule: 1. Open a Routing Destination Schedule. 2. Click the Delete Schedule toolbar button. 3. Click Yes to confirm the deletion. 344 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Viewing a schedule report You can create a schedule report to view and print the routing table. Telephony Office-LinX Server Configuration Guide To view a schedule report: 1. Open a Routing Destination Schedule. 2. Click the Schedule Report toolbar button appears: . The Schedule Report dialog box Changing a Pin number PIN number verification and routing may be used in a support centre, a dealer, or a partner log in. You can change the PIN number at any time in the Routing Table dialog box. To change a Pin number: 1. From the list on the Routing Table > Pin Number screen, doubleclick the PIN number you want to change. The Routing Table dialog box appears. 2. Modify the required information and click OK. 345 CHAPTER 9 - MAINTAINING A ROUTING TABLE 9 Deleting a Pin number Telephony Office-LinX Server Configuration Guide PIN number verification and routing may be used in a support centre, a dealer, or a partner log in. You can delete the PIN number at any time in the Routing Table dialog box. 346 To delete a Pin number: 1. From the list on the Routing Table > Pin Number screen, highlight the PIN number you want to delete. 2. Click the Delete toolbar button. A message box appears, prompting you to confirm the deletion. 3. Click Yes to proceed with the deletion. 10 Maintaining a Voice Menu In This Chapter . . . Overview on page 348 Voice Menu on page 349 Creating a Voice Menu on page 350 CHAPTER 10 - MAINTAINING A VOICE MENU 10 Telephony Office-LinX Server Configuration Guide Overview 348 Voice Menus provide you with the ability to customize company greetings and individual mailboxes. You can create voice menus inside a mailbox from which callers may access options to leave or obtain information. Company greetings can offer callers the option to transfer themselves to specific departments, leave messages, or obtain company information such as address, telephone number, fax number, or office hours. Schedules can also be applied to these menus, allowing a greater degree of flexibility in controlling the caller’s capabilities. Using the toolbar buttons The following toolbar buttons allow you to perform various tasks within the Voice Menu application: Button Name Function New Voice Menu Add a new voice menu Open Voice Menu Open a voice menu Delete Voice Menu Delete a voice menu Save Voice Menu Save a voice menu Start Menu Schedule Add a menu schedule Add Sub-Menu Add a submenu. Delete Sub Menu Delete a submenu Find Sub Menu Find a submenu CHAPTER 10 - MAINTAINING A VOICE MENU 10 Voice Menu Opening a voice menu Telephony Office-LinX Server Configuration Guide You can open an existing voice menu from the Administration console. To open a voice menu: 1. In the Administration console, highlight Voice Menu. All associated voice menus appear in the righthand pane. 2. Doubleclick on a voice menu to open it. 349 CHAPTER 10 - MAINTAINING A VOICE MENU 10 Creating a Voice Menu Telephony Office-LinX Server Configuration Guide Adding a voice menu allows you to assign functionality to each of the keys on a telephone keypad. You could create a voice menu called “Company” that allows callers to connect to different departments within your organization. If, for example, a caller wants to speak to someone in Sales, the system will prompt them to press ’1’. HINT: A detailed explanation to the options provided in the Actions listbox may be found in Appendix A of this guide. To create a voice menu: 1. In the Admin console, expand Company, rightclick on Voice Menu and select New > Voice Menu. A new Voice Menu dialog box appears: If this is the first voice menu to be created, the Menu Number begins by default at ’1’. 350 CHAPTER 10 - MAINTAINING A VOICE MENU 10 1. In the Menu Name field, enter the name you want associated to this voice menu. It should be descriptive (for example, Sales mailbox or Company greeting). Telephony Office-LinX Server Configuration Guide NOTE: Each voice menu file can have unlimited sub menus. You must begin the administration of voice menus in sub menu 1. If there is no schedule applied, Telephony Office-LinX starts all voice menus with sub menu number 1. 2. Select the Default to Company checkbox to make this voice menu the default voice menu for the company. The company will use this menu by default, even if no voice menu has been assigned. 3. Select the Default to Mailbox checkbox to make this voice menu the default voice menu for a mailbox. 4. In the No. of Retries field, enter the number of incorrect actions a caller may attempt before the system executes the default action. 5. From the Sub Menu Phrase dropdown list, select the phrase you want played at this particular level. There are several options: Sub Menu Phrase Function Nothing It will not play a greeting and will wait for an action. Company Active Greeting Plays the current scheduled company greeting that the menu is associated with. Company Salutation Enter a company recorded phrase by putting in the phrase number. Mailbox Active Greeting Plays the active mailbox greeting you have associated to the voice menu. Mailbox Customized Greeting Plays the default voice mail greeting . 6. In the Timeout field, enter a value indicating the number of milliseconds before the default action is enabled, should no action have been taken. NOTE: The default value is 2000. A value of 0 is not permitted. However, if you want the default action to take effect immediately, you can enter a value of 30 or 1. 351 CHAPTER 10 - MAINTAINING A VOICE MENU 10 7. In the Description field, enter a description for the voice menu. 8. Select the Extension Dialing checkbox if you want callers that are in this Voice Menu to be directly transferred to a valid mailbox. 9. Drag an action from the Actions listbox to a DTMF key (righthand pane). Telephony Office-LinX Server Configuration Guide 10. Repeat this action until all desired actions have been assigned to a DTMF key. NOTE: A dialog box will appear if additional information is required. For more information on each voice menu action, refer to Appendix B - Customize TUI: DTMF Key Parameters. 11. Click on the Save Voice Menu toolbar button. The voice menu is saved. Adding an action to a DTMF key Creating a voice menu enables you to assign a wide range of actions to the keys on the telephone keypad (also known as Dual-Tone Multi-Frequency or DTMF keys). This allows for a wide range of flexibility in how the system handles incoming calls. For example, in the voice menu, you could assign the Send to Directory action to the first DTMF key. When a caller presses 1, the system sends them to the company directory. You can add an action to a DTMF key in both the customized mailbox and voice menu applications. HINT: To help you trace the call flow and doublecheck the sequence, create a flowchart with all of the actions and submenus defined. To add an action to a key: 1. In the Voice Menu dialog box, select the desired action. 2. Drag and drop this action to a DTMF key. NOTE: You can also highlight an action, rightclick and select Set Action To. The DTMF key dropdown list appears. 352 CHAPTER 10 - MAINTAINING A VOICE MENU 10 3. If a value is required for the action (for example, Get Transfer Mailbox), the system displays a dialog box. Enter the appropriate information and click OK. 4. Click Save Voice Menu or Save Customize Mailbox toolbar buttons. Telephony Office-LinX Server Configuration Guide Removing an action from a DTMF key You can remove an action from a particular DTMF key if desired. To remove an action from a DTMF Key: 1. In the Voice Menu dialog box, select the submenu containing the key you want to remove. 2. Use one of the following methods to remove the action: • Drag and drop the action to the lefthand pane. • Highlight the action, rightclick and select Clear. Changing an existing action You can change the action associated with a DTMF key. You can also move an action from one key to another. To change an existing action: 1. In the Voice Menu dialog box, select the sub-menu containing the key you want to change. 2. Drag and drop the new action to the assigned key. 3. To move an action from one key to another, drag and drop the action from the existing key to the new key. If the new key is blank, the system completes the move. If the new key has an action already assigned to it, the actions are exchanged. 353 CHAPTER 10 - MAINTAINING A VOICE MENU 10 4. Click Yes to replace the item. The system completes the change. Telephony Office-LinX Server Configuration Guide HINT: You can rightclick on a key that has an action assigned to it, click Cut or Copy and paste it to another key. 354 CHAPTER 10 - MAINTAINING A VOICE MENU 10 Creating a menu schedule Telephony Office-LinX Server Configuration Guide Creating a menu schedule allows you to define when Telephony Office-LinX is to activate a certain sub menu. You can define unique caller actions for weekdays and weekends, so that weekend actions are activated automatically Friday evening and weekday actions are reactivated on Monday morning. To create a menu schedule: 1. Create all of the submenus required with all functions and prompts defined. 2. Doubleclick on the voice menu in the righthand pane of Telephony Office-LinX Administrator screen. The Voice Menu dialog appears. 355 CHAPTER 10 - MAINTAINING A VOICE MENU 10 Telephony Office-LinX Server Configuration Guide 3. Click Start Menu Schedule toolbar button appears: . The Start Menu Schedule dialog box 4. Select the Schedule Enabled checkbox to enable the sub menu. Enabling one sub menu disables all other sub menus. 5. From the Default Start Menu dropdown list, select the default start menu for the sub menu. 6. Click the Add Schedule Item toolbar button. 7. In the Description text field, enter a concise title and/or description for the Routing Table Schedule. 356 CHAPTER 10 - MAINTAINING A VOICE MENU 10 8. In the Time Start and End fields, indicate when the sub menu will begin to be active and when it will cease to be active, respectively. Alternatively, select the All day checkbox to make the sub menu active the entire day. Telephony Office-LinX Server Configuration Guide 9. Select one of the following in the Recurrence Pattern feature box: • Select the None radio button to indicate that the sub menu is inactive. • Select the Daily radio button to indicate that the sub menu will be active on a day-byday basis. You now have two (2) options: Select the Every weekday radio button if you want the sub menu to be active every weekday. OR Select the Every X day radio button to specify an interval of activity for the sub menu (every second day by entering 2 in the field, for example). • Select the Weekly radio button to indicate that the sub menu will be active on a weekly basis. Then, in the Recur Every X week(s) on enter an interval of active for the sub menu (every third week by entering 3 in the field, for example). Finally, check the boxes of the days of the week you want the sub menu to be in effect. Thus, if you wanted a sub menu to be active every second Monday, Wednesday and Thursday, you would enter 2 in the field and select the Monday, Wednesday and Thursday check-boxes. • Select the Monthly radio button if you want the sub menu to be active on a monthly basis. You now have two (2) options: Select the Day radio button and indicate which day of the month you want the sub menu to be active. 357 CHAPTER 10 - MAINTAINING A VOICE MENU 10 OR Telephony Office-LinX Server Configuration Guide Select the The radio button and indicate which day of a month you want the sub menu to be active. For example, if you want the sub menu to be active on the second Monday of every second month, you would select the radio button, select Second and Monday, and enter 2. • Select the Yearly radio button if you want the sub menu to be active on a specific day of the year. You now have two (2) options: Select the Every radio button and indicate the day of the year on which you want the sub menu to be active. OR Select the The radio button and indicate a specific day of a specific month of the year on which you want the sub menu to be active. For example, if you want the sub menu to be active on the second Thursday of every March, you would select the radio button and select Second, Thursday and March from the respective dropdown lists. 10. In the Range of Recurrence feature box, select a date from the Start dropdown list to indicate a day on which the sub menu comes into effect. From there, you have two (2) options: Select the No end Date radio button if you want the sub menu to have no end date. OR Select the End After: ___ occurrences radio button/text field to determine how many times you want the sub menu to be in effect before ceasing to be so. 358 CHAPTER 10 - MAINTAINING A VOICE MENU 10 OR Select the End by radio button and from the dropdown list to select the date on which you want the sub menu to cease being in effect. Telephony Office-LinX Server Configuration Guide 11. From the Start Menu dropdown list, select the voice menu that will run at the times specified. 12. Hit the Save Schedule toolbar button. The voice menu is saved. Displaying the schedule report The Schedule Report displays a synopsis of all schedules that have been created for a particular voice menu. To create a schedule report: 1. In the Telephony Office-LinX Administrator, click Voice Menu. The voice menus that are available appear in the right window. 2. Doubleclick a voice menu. The Voice Menu dialog box appears. 3. Click the Start Menu Schedule toolbarbutton. The Start Menu Schedule dialog box appears. 4. Click the Schedule Report button. The Schedule Report (Start Menu Schedule) dialog box appears: 359 CHAPTER 10 - MAINTAINING A VOICE MENU 10 Changing a voice menu Telephony Office-LinX allows you to change an existing voice menu, including names, sub menus, phrases, and actions. Telephony Office-LinX Server Configuration Guide NOTE: All changes must be done from the Administration console. To change a voice menu: 1. In the Telephony Office-LinX Administration console, click Voice Menu. The voice menus available appear in the righthand pane. 2. Doubleclick on the voice menu you want to edit. The Voice Menu dialog box appears. 3. Make the required changes and click the Save Voice Menu toolbar button. Deleting a voice menu... ou can delete a voice menu from either: • the Administration console OR • the Voice Menu dialog box ...Using the admin console Telephony Office-LinX allows you to delete a voice menu from the Administration console. To delete a voice menu using the Admin console: 1. In the Telephony Office-LinX Administration console, click Voice Menu. All associated voice menus appear in the righthand pane. 360 CHAPTER 10 - MAINTAINING A VOICE MENU 10 2. Rightclick the voice menu that you want to delete and click Delete. Employ the standard Windows shortcut keys to select more than one voice menu for deletion. A message box appears, prompting you to confirm the deletion. Telephony Office-LinX Server Configuration Guide NOTE: The Delete button becomes active after you highlight a voice menu. 3. Click Yes to delete a single voice menu, or Yes to All to delete all of the highlighted voice menus. ...Using the voice menu dialog box Telephony Office-LinX allows you to delete a voice menu from the Voice Menu dialog box. To delete a voice menu using the Voice Menu dialog box: 1. In the Telephony Office-LinX Administration console, click Voice Menu. The voice menus that are available appear in the righthand pane. 2. Rightclick the voice menu that you want to delete and select Delete. A message box appears, prompting you to confirm the deletion. 3. Click Yes. The Menu Number displays the next available Voice Menu. 361 CHAPTER 10 - MAINTAINING A VOICE MENU 10 Adding a sub menu Sub menus are used to create multiple actions for a voice menu, for example, a Q&A Script, an account code verification, or an IVR with password verification. Telephony Office-LinX Server Configuration Guide All of these applications would be created in a voice menu with multiple layered sub menus to process the caller selection. To add a sub menu: 1. In the Telephony Office-LinX Administration console, click Voice Menu. The voice menus that are available appear in the righthand pane. 2. Doubleclick the voice menu that you want to add a sub menu to. The Voice Menu dialog box appears. 3. Click the Add Sub Menu toolbar button. Telephony Office-LinX clears the Voice Menu dialog box of all displayed information. 4. Follow the steps detailed in Creating a Voice Menu on page 350. Searching for a sub menu Telephony Office-LinX provides you with the ability to search for a particular sub menu. To search for a sub menu: 1. In the Admin console, highlight Voice Menu. The voice menus that are available appear in the righthand pane. 2. Doubleclick a voice menu. The Voice Menu dialog box appears. 3. Click on the Find Sub Menu toolbar button. The Find Menu dialog box appears, displaying all existing voice menus. 4. Doubleclick on the submenu you are looking for. The submenu settings appear in the Voice Menu dialog box. 362 CHAPTER 10 - MAINTAINING A VOICE MENU 10 Editing a submenu You can editing the properties of a submenu at any time. Telephony Office-LinX Server Configuration Guide To change a submenu: 1. Find the sub menu by using the scroll buttons or by searching the existing submenus. 2. Once you have found the sub menu, make all of the appropriate changes and click the Save Voice Menu toolbar button. Your changes to the submenu are saved. Deleting a submenu You can delete a sub menu at any time. To delete a submenu: 1. Find the submenu by using the scroll buttons or by clicking Sub Menu and selecting Find. 2. Click the Delete Sub Menu toolbar button. A message box appears, prompting you to confirm the deletion. 3. Click Yes. The selected submenu is deleted. 363 Telephony Office-LinX Server Configuration Guide CHAPTER 10 - MAINTAINING A VOICE MENU 10 364 11 Customizing a TUI In This Chapter . . . Overview on page 366 Creating a Customized TUI on page 367 CHAPTER 11 - CUSTOMIZING A TUI 11 Overview Telephony Office-LinX Server Configuration Guide By customizing a Telephony User Interface (TUI), you can define the keystroke actions a user will use when navigating their mailbox. 366 Using the toolbar buttons There are nine (9) buttons that allow you to perform various tasks within the Customize Telephone User Interface application. Button Name Add New Customize Telephone User Interface Function Create a new customized TUI. Copy Copies TUI settings and creates a new menu. Open Customize Telephone User Interface Open a customized TUI. Delete Customize Telephone User Interface Delete a customized TUI. Save Customize Telephone User Interface Save a customized TUI. Control Keys Enables control function to be used while in a sub menu or listening to a message. Customize TUI Print-out Customize TUI printout Add Sub Menu Add a submenu Delete Sub Menu Delete a submenu Find Sub Menu Find a submenu CHAPTER 11 - CUSTOMIZING A TUI 11 Creating a Customized TUI You must first create a TUI template that can be saved and later mapped to an individual user’s mailbox. Telephony Office-LinX Server Configuration Guide To create a customized TUI: 1. Highlight Customize TUI, rightclick and select New > Customize TUI. The New Customize TUI dialog box appears: 2. Select the Blank Customize TUI radio button if you are building your customized TUI from scratch. Select the Customize TUI using as a template radio button to select a TUI template to use, then making a selection from the dropdown list. 367 CHAPTER 11 - CUSTOMIZING A TUI 11 Telephony Office-LinX Server Configuration Guide 3. Click OK. The Customize TUI screen appears: 368 If this is the first customized TUI you are creating, the Menu Number field starts by default at 1 . It will increment the menu number by one each time you create a new customized TUI. 4. In the Menu Name field, enter a descriptive name for the customized TUI. 5. Select the Default checkbox if you want this TUI template to be the system default template. CHAPTER 11 - CUSTOMIZING A TUI 11 Telephony Office-LinX Server Configuration Guide 6. From the Play Method dropdown list, select a prompt setting: Play Method Function Nothing Telephony Office-LinX does not play a custom phrase. Only Sub Menu Phrase System instructions are custom recorded by the System Administrator. They are based on the phrase number you input in the Sub menu phrases. Only Segmentized Phrase System plays back the system default phrases associated to the actions. Both Sub Menu and Segmentized Phrase System plays back both the custom instruction followed by the default segmented phrases associated to the actions. If you select Only Sub Menu Phrase or Both Sub Menu and Segmentized Phrase, the Sub Menu Phrase (Company Salutation) field becomes active. Indicate the custom recording you want played based on the playback method defined. To define the Sub Menu Phrase (Company Salutation) for different language environments, you must specify the correct .VOX file in the Sub Menu Phrase dropdown list for each of the ten default submenus. Refer to the following table for the .VOX files that correspond to the language that is required. Language .VOX File (Range) English SAL9521.vox - SAL9540.vox (set by default) French SAL9571.vox - SAL9590.vox German SAL9621.vox - SAL9640.vox Spanish SAL9671.vox - SAL9690.vox Italian SAL9721.vox - SAL9740.vox Dutch SAL9771.vox - SAL9790.vox 7. In the Description field, enter a text message describing the action of this submenu in the TUI template. 8. In the No. of Retries field, enter the number of retries that an user may attempt until the system disconnects. 369 CHAPTER 11 - CUSTOMIZING A TUI 11 9. In the Timeout field, enter the number of milliseconds the system should wait for no user input before it reverts to the “No Action” function. 10. Select the Control Keys checkbox to enable the control function to be used while in a submenu or listening to a message. Telephony Office-LinX Server Configuration Guide 11. Click the Announcements... button to select which - if any - announcements the user may program. The Announcements dialog box appears: 370 • Select the Play message count checkbox to inform the user of the number of messages that have been left. • Select the Play announcement checkbox and its accompanying Availability and Location checkboxes to inform the caller of the user’s whereabouts and current activity state. • Click the OK button to close the dialog box. 12. Rightclick on an action and select Set Action To: CHAPTER 11 - CUSTOMIZING A TUI 11 13. Select a DTMF key against which to match the action. NOTE: A dialog box will appear if additional information is required. For more information, refer to Appendix D - Customize TUI: DTMF Key Parameters. Telephony Office-LinX Server Configuration Guide 14. Click the Save Customize TUI toolbar button. 371 CHAPTER 11 - CUSTOMIZING A TUI 11 Specifying control keys Telephony Office-LinX Server Configuration Guide While listening to messages, a user can adjust the speed and volume of the message. They can also pause, rewind, or fast forward it. 372 NOTE: If control keys have not been assigned, and a caller presses a key while the message is playing, the system will respond as if it has reached the end of the message and the associated action key (Save Message, for example) has been pressed. The Control Keys Enabled option must be selected on the main voice menu. To specify control keys: 1. Click the Control Keys toolbar button. The Control Keys dialog box appears: CHAPTER 11 - CUSTOMIZING A TUI 11 Telephony Office-LinX Server Configuration Guide 2. Rightclick on an action and select Set Action To: 3. Select a DTMF key to match to the action and click OK. NOTE: A dialog box will appear if additional information is required. For more detailed instructions, please refer to Actions on page 374. 373 CHAPTER 11 - CUSTOMIZING A TUI 11 Actions Telephony Office-LinX Server Configuration Guide The following actions allow you to define your message rewind, fast forward and pause parameters. To access these screens, follow the steps below: 374 1. From the Admin tree in the lefthand pane, highlight Customize TUI. The righthand pane is populated with previously customized TUIs. Doubleclick on the desired customized TUI. Alternatively, rightclick Customize TUI and select New > Customize TUI. 2. Click on the Control Keys toolbar button . The Controls Keys screen appears: CHAPTER 11 - CUSTOMIZING A TUI 11 Telephony Office-LinX Server Configuration Guide 3. Rightclick on an option in the Actions (lefthand) pane, select Set Action to and select a DTMF Key: 4. Alternatively, leftclick on an option, drag and drop into the Action (righthand) pane. NOTE: The procedure outlined above simply matches an action to a DTMF key. To adjust the value of each option, select from the dropdown list (1 being the weakest setting, 5 the strongest) or enter a value in the text field. Otherwise, it will assume a default value. Please note that the Normal option has a defaul value which cannot be changed. See Louder or Softer. 375 CHAPTER 11 - CUSTOMIZING A TUI 11 To activate Toggle & Double Control Keys Telephony Office-LinX Server Configuration Guide 1. Referring to the Customize TUI screen (see figure below), the action Listen to Message must be installed in the DTMF listbox, while the Control Keys checkbox must also be selected. 2. Returning to the Controls Keys screen (page 374), Double Control Keys must be selected in order to enable the three controls underneath it. 3. From the Control Key Mode dropdown listbox, select either Toggle or Double Keys. If Toggle is selected, the User - while on the telephone - may activate all control keys by pressing the Star key on the telephone dialpad. If Double Keys is selected, the User must press the Star key and the number of the desired key to activiate that particular key. 4. In the Control Key Inter-Digit Timeout field, enter a value in milliseconds. This will determine the length of time that may pass between consecutive key presses before a forced timeout. 5. In the Toggle/Prefix Key field, enter an asterisk. 6. Click OK. 376 CHAPTER 11 - CUSTOMIZING A TUI 11 Softer Telephony Office-LinX Server Configuration Guide Allows you to use the dropdown list to select a softer volume setting. Field Function Volume Scale Defines the volume setting Normal Volume Allows you reset the volume to its default setting. 377 CHAPTER 11 - CUSTOMIZING A TUI 11 Louder Telephony Office-LinX Server Configuration Guide Allows you to use the dropdown list to select a louder volume setting. Field Function Volume Scale Defines the volume setting Slower Allows you to use the dropdown list to adjust the message play to a slower pace. Field Function Speed Scale Defines the speed setting Normal Speed Allows you to reset the message play speed at its default setting. 378 CHAPTER 11 - CUSTOMIZING A TUI 11 Faster Telephony Office-LinX Server Configuration Guide Allows you to use the dropdown list to adjust the message play at a faster pace. Field Function Speed Scale Defines the speed setting Fast Forward Allows you to define the speed at which the system should fast forward messages (in milliseconds). Field Function Fast Forward Time Specifies fast forward speed settings 379 CHAPTER 11 - CUSTOMIZING A TUI 11 Rewind Telephony Office-LinX Server Configuration Guide Allows you to define the speed at which the system should rewind messages (in milliseconds). 380 Field Function Rewind Time Specifies rewind speed settings Pause Allows you to set the parameters for the pause time of each message (in milliseconds). The default value is 5000ms. Field Function Pause Time Specifies the pause time CHAPTER 11 - CUSTOMIZING A TUI 11 Customizing the TUI printout The display of the TUI printout can be customized with colours and fonts. Telephony Office-LinX Server Configuration Guide To customize the TUI printout: 1. Click the Customize TUI Print-out toolbar button. The following dialog box appears: 2. In the Color text field enter the colour you want the text to be displayed in, or click the ellipsis button and make a selection from the Color dialog box. 3. In the Header Font text field enter the header font you want the text to be displayed in, or click the ellipsis button and make a selection from the Header Font dialog box. 4. In the Font text field enter the font you want the text to be displayed in, or click the ellipsis button and make a selection from the Font dialog box. 381 CHAPTER 11 - CUSTOMIZING A TUI 11 5. From the Max Number of Menus In Each Row dropdown list, select the maximum number of menus that can appear in each row when the flowchart is displayed. 6. Click OK. Telephony Office-LinX Server Configuration Guide Copying a customized TUI After creating and configuring a customized TUI, you can conveniently copy the features and sub menus of that customized TUI and duplicate it. A set of default customized TUIs is also installed with your system, and those can be copied as well. Customized TUIs can be copied within the same company, or moved to other companies. To copy within the same company: 1. In the Customized TUI section of your first (default) company, doubleclick the Customized TUI you want to copy. The Customized TUI dialog box appears. 2. In the Customized TUI toolbar, click . The Menu Number displays the next available customize TUI number. This is the menu number associated to the customized TUI settings that you have just copied. 3. Make any configuration changes, and click Save. A new customized TUI is created based on the settings you have copied. To copy to another company: 1. Click the Customized TUI section of your first (default) company. A list of the customized TUIs (created and installed by default) appears. 2. Rightclick the customized TUI you want to copy, then click Copy. 3. Select the company to which you want to copy the customized TUI, then click Customized TUI. 4. In the righthand pane of the Customized TUI section, rightclick an empty space and click Paste. 382 CHAPTER 11 - CUSTOMIZING A TUI 11 5. The customized TUI is copied to the company. Telephony Office-LinX Server Configuration Guide NOTE: If you are copying a customized mailbox from the set of default mailbox configurations, the default prompts that will be played on the Telephone User Interface are not enabled in the new company. Follow the instructions below to enable the prompts. To enable prompts for copied customized TUIs: 1. After copying the customized TUI in the Telephony Office-LinX Administration console, doubleclick the customized TUI. The Customized TUI dialog box appears: 2. Jot down the number indicated in the sub menu phrase field for each sub menu. These numbers indicate the prompts to play. 383 CHAPTER 11 - CUSTOMIZING A TUI 11 3. When all sub menu phrase numbers are noted within the customized TUI, use Windows Explorer to navigate to c:\UM\Prompts\Company\1. Telephony Office-LinX Server Configuration Guide NOTE: The folder path is based on a default installation path of the system. 4. Select the file names that correspond to the sub menu phrase menus that were jotted down. 5. Copy all selected files to the company folder where the customized TUI was copied. NOTE: Each new company that is created is labelled in sequential order. A new company created (after the default company) will be indicated by the number 2, and so on. The number of the folder indicated in the path c:\ UM\ Prompts\ Company\ will match the company number. After copying the files, the prompts are enabled for the customized TUI you have copied. 384 12 Performing Supervisor Functions In This Chapter . . . Overview on page 386 Supervisor Menu on page 387 CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 Overview Telephony Office-LinX Server Configuration Guide Although Telephony Office-LinX is designed with a comprehensive set of system screens, you can perform many of the system's supervisory functions through the telephone. A set of prompts guides you through these functions. 386 HINT: This chapter contains key information relating to the system’s remote functions. CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 Supervisor Menu Accessing the Supervisor Menu Telephony Office-LinX Server Configuration Guide You can access the Supervisor menu from the handset. To access the Supervisor menu: 1. To access the system from an internal extension, press [*]. The system will ask for the Mailbox number. 2. Having provided the Mailbox number, press [*] again. The system prompts you to enter the Supervisor password. 3. Enter the Supervisor password. NOTE: The password entered will be specific for the administrator’s settings and language. Once the password is accepted, the system will play instructions and prompts based on the administrator’s language. NOTE: If an incorrect password is entered, you have three retries at entering the correct password. If you do not enter the correct password, the system hangs up. The default password is 1111. 1. To access the system from an external extension, press [#]. The system will ask for the Mailbox number. 2. Having provided the Mailbox number, press [*] again. The system prompts you to enter the Supervisor password. 3. Enter the Supervisor password. The system plays the Supervisor Menu: • To configure mailboxes, press [1] • To configure feature groups, press [2] 387 CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 • System prompts, press [4] • Company maintenance, press [5] Telephony Office-LinX Server Configuration Guide NOTE: Multiple supervisors may access the system supervisory functions at the same time. Creating a mailbox / range of mailboxes You can use the handset to create a mailbox for a user without accessing the Administration Console. To create a range of mailboxes: 1. Press [1] at the Supervisor Main Menu. You are prompted to enter the first mailbox. 2. Enter the lowest mailbox number in the list. The system prompts you to enter the last mailbox. 3. Enter the highest mailbox number. HINT: To work with a single mailbox, enter the same mailbox number as the first mailbox. If you make a mistake, press # to return to the previous menu. Creating a range of mailboxes automatically creates sequentially numbered mailboxes. You may always delete any unwanted mailboxes later. The system prompts you press [1] to create a mailbox or [3] to delete a mailbox. 4. Press [1] to create a mailbox. You are prompted to enter a 2-digit feature group. 5. Enter the feature group number to describe the features assigned to the mailboxes you created. There will be a short pause after you enter this value while the system creates the mailboxes. 6. You receive mailbox creation confirmation and are transferred back to the Supervisor Main Menu. 388 CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 Deleting a mailbox Telephony Office-LinX allows you to delete one or more mailboxes that have been set up on your system. Telephony Office-LinX Server Configuration Guide CAUTION: When the system deletes a mailbox, all prompts, messages, and settings will be permanently removed and cannot be recovered. To delete a range of mailboxes: 1. Press [1] at the Supervisor Main Menu. You are prompted to enter the first mailbox. 2. Enter the lowest mailbox number in the list. You are prompted to enter the last mailbox. 3. Enter the highest mailbox number. HINT: To work with a single mailbox, enter the same mailbox number as the first mailbox. If you make a mistake, press # to return to the previous menu. 4. The system prompts you press [1] to create a mailbox or [3] to delete a mailbox. 5. Press [3] to delete mailboxes. The system prompts you to confirm the deletion of these mailboxes by pressing [1]. NOTE: When you press [1], there is a short pause. 6. Press [1]. The system confirms that you have successfully deleted the mailbox and transfers you to the Supervisor Main Menu. 389 CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 Recording a system prompt The System Prompts are the default prerecorded messages listed in Appendix E. Telephony Office-LinX Server Configuration Guide To record a system prompt: 1. Press [4] at the Supervisor main menu. The system speaks the following message: Press [1] for system prompts; press [2] for company greetings. Press [1] to record system prompts. The system speaks the following message: Please enter the system prompt to work with. 2. Enter the system prompt. The system plays back the prompt you have chosen. When the playback ends, the system speaks the following message: Press [1] to accept; [2] to review; [3] to record; or [#] to exit. NOTE: “Record” deletes and replaces the original prompt. Press [3] to record. After the tone, begin speaking in a clear, slow voice. When you finish, press [1]. The system plays the system prompt that you just recorded. The system then prompts you to choose one of the following options: To accept press [1]; to review press [2]; to re-record press [3];or to return to the previous menu press [#]. 3. If you are satisfied with the system prompt, press [1]. 4. If you are not satisfied with the prompt, press [3] to re-record it. 5. To record another system prompt, repeat Steps 2 to 5. 6. To return to the Supervisor Menu, stay on the line. 390 CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 Recording a company greeting A company greeting is used to greet a caller when they reach your company. For best quality, use a telephone handset to record a company greeting. Telephony Office-LinX Server Configuration Guide To record a company greeting: 1. Press [4] at the Supervisor Main Menu. The system speaks the following message: Press [1] for system prompts; press [1] for company greetings. The Company Greetings are the custom salutations that callers hear when they call your company (for example, Good morning...you have reached the ABC company...). They may be used when defining Business Hours, Voice Menus for companies or Mailboxes and Customized TUIs. 2. Press [2] to record company greetings. The system speaks the following message: Please enter the two-digit company greeting to work with. 3. Enter the company number. Press 1 is your commpany is #1. The system speaks the following message: Please enter the four-digit system salutation to work with. NOTE: The Company greetings are salutations set up on the Company Menu. The numbers you use must be entered on the Company Menu in the Greeting Times/ Phrases section of the screen. 4. Enter the company greeting. The system speaks the company greeting you chose, if it was previously recorded. When the recording ends (if a greeting was previously recorded), the system speaks the 391 CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 following prompt: Press [1] to accept; [2] to review; [3] to record; or [#] to exit. Telephony Office-LinX Server Configuration Guide 5. Press [3] to record. At the tone, begin speaking in a clear, slow voice. 392 HINT: Try to eliminate all background noise. If possible, use a telephone within your office. Accessing the system through outside lines may result in additional background noise. 6. When you finish, press [#]. The system plays the new greeting automatically. When the greeting ends, the system speaks the following prompt: Press [1] to accept; [2] to review; [3] to record; or [#] to exit. 7. If you are satisfied with the system prompt, press [1]. 8. If you are not satisfied with the prompt, press [3] to re-record it. 9. To record another system prompt, repeat Steps 2 ~ 5. 10. To return to the Supervisor Menu, stay on the line. CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 Changing the holiday setting Use the handset to change the holiday setting. Telephony Office-LinX Server Configuration Guide To add a holiday setting: 1. Press [5] at the Supervisor’s Administration Console. The system speaks the following prompt: Please enter the two-digit company number. 2. Enter the number of the company that you wish to modify. The system speaks the following prompt: To listen to existing holidays, press [1]; to add a holiday, press [2]; to delete a holiday, press [3]; or to return to the previous menu, press [#].” Press [1] to review the dates and greeting numbers of existing holidays for this particular company, press [2] to enter a new holiday date and prompt number, and press [3] to remove an existing holiday date and prompt number. 3. Press [1] to listen to existing holidays. If any holidays exist, the system plays the date and greeting number of each holiday assigned to this particular company. 4. Press [2] to add a holiday. The system speaks the following prompt: Enter the four-digit holiday date, month, then day. 5. Enter the 4-digit holiday salutation. For example: Christmas Day (December 25) would be entered 1225. NOTE: When adding holidays, remember that you must record the Holiday Salutation. 393 CHAPTER 12 - PERFORMING SUPERVISOR FUNCTIONS 12 6. Press [3] to delete a holiday: When you press [3] to delete a holiday, you are prompted for the following: Enter the four-digit holiday date to delete, month, then day. Telephony Office-LinX Server Configuration Guide For example, to remove Christmas Day (December 25) from the holiday list, enter 1225. 394 Although the system is designed with a comprehensive set of system screens, you can perform many of the system's supervisory functions using a telephone. A set of verbal prompts guides you through these functions. 13 IMAP TSE Gateway Setup In This Chapter . . . Overview on page 396 Operation Requirements on page 398 Creating the Admin IMAP Account (Super User) on page 400 Integrating the IMAP TSE Gateway on page 408 IMAP TSE Gateway with Lotus Notes on page 420 Configuring IPSec on page 422 IMAP TSE and Exchange Transaction Logs on page 430 Support for Exchange 2003 on the Server or Client on page 434 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Overview Telephony Office-LinX Server Configuration Guide The IMAP TSE Gateway is a server component that provides unified messaging and integration services between the Telephony Office-LinX system and other messaging systems. Using the IMAP4 protocol, the UM TSE provides an easily manageable and highly scalable system that supports a broad range of messaging platforms. 396 The IMAP TSE Gateway works directly with EEAM (unified messaging - UM - data and the business objects layer) to provide UM clients (phone devices, web clients, etc.) access to a single messaging data store that combines all emails, faxes, voice mail and other types of information. IMAP TSE Gateway allows UC users to access mailboxes that are located on a messaging systems commonly found in a company network, such as Exchange Servers. To provide such functionality, the IMAP TSE Gateway is tightly integrated with the EEAM. It intercepts any message store-related operations for configured mailboxes, and transforms them into protocol commands that are supported by major messaging systems (acting as clients for that system). The IMAP layer is used to integrate with a broad range of messaging systems. The current architecture provides the ability to extend protocol support by using plug-in modules for the IMAP TSE Gateway. If any operation that is regularly intercepted by the IMAP TSE Gateway fails due to temporary network failure, the IMAP TSE Gateway gives EEAM opportunity to perform the operations within its own database so that data loss is prevented. Once the network connection is re-established, the IMAP TSE Gateway automatically reattempts the lost operations. To fully use IMAP TSE Gateway, user information must be specified. The LDAP protocol allows for the creation of a link between the voice mailbox and a mailbox with the major messaging system. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide The following is the IMAP TSE Gateway architectural diagram: 397 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Operation Requirements Telephony Office-LinX Server Configuration Guide To successfully utilize the IMAP TSE Gateway, the following components are required: • UM components • Major Messaging System components • 100 BaseT Ethernet • IMAP4 rev1 support on the Major Messaging System • Secure Socket Layer certification for each machine involved in running IMAP transactions, allowing for encrypted authentication (provided SSL services are required) Data flow Three (3) major operation modes are used by the UM TSE Gateway: 1. Active Session Support 2. Background File Transfers for Inactive Sessions 3. Managing Mailbox Statistics Active session support Once an active client session is established by one of the UM clients, the EEAM component receives the corresponding request and forwards this command to the IMAP TSE Gateway component. The command checks to see if a mailbox for this operation is configured to use a single store. The IMAP TSE Gateway holds the pool of active sessions. These sessions are maintained until the client requests can be processed. In the case of a session failure, the error will be reported to the EEAM with a corresponding status code and the session will continue to execute without the IMAP4 Gateway, by way of the local UM database. Once the session can be reestablished, EEAM will forward all the subsequent requests to the IMAP TSE Gateway . IMAP TSE Gateway uses data caching for storing message header information in order to 398 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 return results back to the EEAM as quickly and efficiently as possible. Telephony Office-LinX Server Configuration Guide Background file transfers Due to possible network failures, the single store used by the IMAP TSE Gateway may be inaccessible. During such a scenario, the EEAM stores all of the data in the UM database. When connectivity is re-established, the system will search for the data stored in the UM database and transfer it back to the single store. After this process is completed, the system verifies that database synchronization is correct. Managing mailbox statistics In order to support the fast retrieval of mailbox statistics, the UM TSE Gateway executes a number of threads that establish new temporary sessions to the single store. This is done on a regular basis for each configured mailbox, checking for the number of messages in each folder, and the number of unread/read messages by class (voice, fax, email). When the UM application retrieves this value from the EEAM, the UM TSE Gateway gives the last computed values stored in the cache. 399 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Creating the Admin IMAP Account (Super User) Telephony Office-LinX Server Configuration Guide Creating an account (Active Directory with Exchange 2000) To use IMAP TSE Gateway with Feature Groups, you must first define users in the Active Directory. After creating these individual users, you must create an ’administrative’ IMAP user that will be used to control each feature group. The following steps illustrate how to create the ’administrative’ IMAP user for a feature group. To create an Admin IMAP account (Active Directory with Exchange 2000): 1. From your Active Directory PC’s Windows toolbar, select Start > Programs > Administrative Tools > Active Directory Users and Computers. The Active Directory and Users dialog box appears. 2. Click the Create User button. The New Object - User dialog box appears: 3. Specify the following: • In the First name field, enter IMAP. 4. In the Last name field, enter CONTAINER. 400 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 5. In the User logon name field enter IMAPC, then click Next. The Password dialog box appears: 6. Enter a password for the user and then confirm it. 7. Select the Password never expires checkbox, then click Next. The Exchange Server Mailbox Creation dialog box appears. 8. Select the Create an Exchange mailbox checkbox and define the settings for the Exchange server mailbox. 9. Click Next. The VM dialog box appears. 10. Click Next. 11. Click Next. The Create In dialog box appears. 12. Click Finish. The account is created. 401 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 13. In the Active Directory, select and rightclick the IMAP CONTAINER user. The IMAP CONTAINER Properties dialog box appears: 402 14. Ensure that the first and last name for the user are correct. NOTE: Although you may also specify an email address, it is not recommended. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 15. Click on the Account tab: 16. Ensure that the User logon name is correct and that the Password never expires checkbox is selected. 17. Click Apply, then OK. 18. On the Microsoft Exchange Server 2000 PC, open the Exchange System Manager. 403 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 19. Expand First Storage Group. 404 20. Rightclick on Mailbox Store and select Properties. The Properties screen appears. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 21. Click on the Security tab: 405 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 22. Click the Add button. The Select Users, Computers, or Groups dialog box appears: 406 23. Highlight the user (upper listbox), click on the Add button, then click OK. You are returned to the Security tab. 24. Make sure the IMAPCONTAINER account has full control (i.e. all Allow Permissions checkboxes are selected. NOTE: It is very important that you make sure the full control checkboxes are not grayed out. This means that permissions are being inherited from the parent object and may have explicit deny permissions to the mail store. 25. Click Apply, then OK. You have successfully created an IMAP Super User account. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Setting the Plain Text message type (Exchange 2000) To support the Text-to-Speech service on the Telephony Office-LinX system for Exchange 2000, you will need to set the message type to plain text. Telephony Office-LinX Server Configuration Guide To set the Plain Text Message Type in Exchange 2000: 1. On the Microsoft Exchange Server 2000 PC, open the Exchange System Manager. 2. Navigate to Default IMAP4 Virtual Server. 3. Rightclick Default IMAP4 Virtual Server and select Properties. The Default IMAP 4 Virtual Server Properties dialog box appears: 4. Click the Message Format tab and select the Provide message body as plain text radio button. 5. Click Apply, then OK. 6. Close the Exchange Server Manager. 407 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Integrating the IMAP TSE Gateway Users must be integrated in order for the functioning of the IMAP TSE Gateway. Follow the steps below to fully integrate users with the IMAP TSE Gateway: Telephony Office-LinX Server Configuration Guide 1. Confirm the usernames and passwords that exist on the IMAP server. 2. Configure Mailboxes and/or Feature Groups in the Telephony Office-LinX Administration Console. 3. (Optional) Configure Internet Security Protocol (IPSec) to encrypt both the authentication and data packets being passed between the IMAP TSE and your IMAP server. (1) Confirm usernames and passwords on the IMAP server The usernames and passwords that exist on your IMAP server are used for IMAP integration. The server types that are supported as IMAP servers include: • Microsoft Exchange Server 2000 / 2003 • Lotus Domino Server 5+ • Novell GroupWise 6.02 (SP2) / 6.5 (2) Configure mailboxes and/or feature groups There are two (2) types on IMAP TSE integratIon: 1. Per mailbox 2. Per feature group NOTE: For Lotus Domino Server and Novell GroupWise, the Feature Group option cannot be used for IMAP TSE Gateway integration. 408 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Per Mailbox integration Telephony Office-LinX Server Configuration Guide Per Mailbox integration is a configuration where each individual user on your IMAP server is designated a separate mailbox on Telephony Office-LinX. This configuration is recommended for smaller-sized companies that do not need a governing Feature Group to manage IMAP TSE integration. To configure "per mailbox" IMAP TSE integration: 1. Obtain a list of the users you are going to integrate. It is advised that you contact your system administrator to verify that the usernames and passwords are correct before proceeding. 2. On your Telephony Office-LinX server machine, open the Administration console. 3. Create a new mailbox. The Mailbox > General screen appears: 409 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 4. Enter the first and last name of the user in the corresponding fields, then click the Save Mailbox toolbar button. The first and last name can be the user’s real name and does not need to be the username specified on the IMAP server. Telephony Office-LinX Server Configuration Guide 5. Click on the Advanced tab: 6. From the Desktop Capabilities dropdown listbox, select Unified Communications or Advanced Unified Messaging. Either one will suffice. 7. Click the Save Mailbox toolbar button. 410 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 8. Click on the IMAP tab: 9. In the User Name field, enter the user name. This username must match the username used in the IMAP server. 10. In the User Password field, enter the user password. This password must match the password used by the user in the IMAP server. 11. In the Confirm Password field, re-enter the password for confirmation. 12. In the IMAP Server field, enter the IP address of the IMAP server. 13. In the IMAP Server Port, enter the port that is used by the IMAP server. By default, the port is 143. 14. From the Storage Mode dropdown list, select IMAP. 15. In the Message Status feature box, select the Update Message Status From checkbox and, by clicking on the ellipsis button, select a date and time at which updates will begin. 411 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 16. Click on the Save Mailbox toolbar button. The user on the IMAP server is integrated with Telephony Office-LinX for IMAP TSE. Repeat this procedure to configure mailboxes for all users on your IMAP server. Telephony Office-LinX Server Configuration Guide Per Feature Group integration 412 Per Feature Group Integration is a configuration where a specific user is created on your IMAP server. This user is given Full Control of the Mailbox Store and is then integrated as a Feature Group with Telephony Office-LinX. This configuration is recommended for medium to enterprise-sized companies. To configure Per Feature Group IMAP TSE integration: 1. Ensure and obtain a list of the users that you are going to integrate. Verify that your System Administrator has created a main user on the IMAP server that has: • Full Control permission enabled for the Mailbox Store • A non-expiring password It is advised that you contact your system administrator to verify that the usernames and passwords are correct before proceeding. 2. On your Telephony Office-LinX server machine, open the Administration console. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 3. Create a new feature group. The Feature Group > General screen appears: 4. In the Group Name field, enter a name for the feature group. 5. Select the Mailbox Language and Caller Language to use from the appropriate dropdown lists. 6. Select the supported Message Format from the dropdown list. 7. Click on the Save Feature Group toolbar button. NOTE: You will observe that the Group Number field is completed as per a system default. 413 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 8. Select the IMAP tab: 9. In the IMAP Account field, enter the user name. This user is the user created on the IMAP server who has full control and a permanent password. 10. In the Account Password field, enter the password for the main user. 11. In the Confirm Password field, re-enter the password. 12. In the IMAP Server field, enter the IP address of the IMAP server. 13. In the IMAP Server Port field, enter the port that the IMAP Server is using. By default, the port is 143. 14. In the Max No. of Connections field, enter the maximum number of failed connections allowed before the user is locked out. This could happen when, for example, the IMAP server or email server itself goes down and no connection can be re-established. 15. In the Max No. of Logons field, enter the maximum allowable number of failed logons to the IMAP server allowed before the user is locked out. 414 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 16. In Synchronisation Options feature box, select the following: Telephony Office-LinX Server Configuration Guide CAUTION: If you are working on basic Inbox to Inbox synchronization, there is no need to enable the options below (skip Steps 16 and 17 and proceed to Step 18). Careful consideration of your system configuration needs to occur prior to enabling higher levels of synchronization. • Inbox folder checkbox if you want to synchronize messages between the IMAP and VM inbox folders. • Call History checkbox if you want to synchronize call history between the IMAP and VM system folders. • System folders checkbox if you want to synchronize messages in the IMAP and VM system folders. • Custom folders checkbox if you want to synchronize messages in the custom IMAP and VM folders. 17. Select the Send URL checkbox to synchronize messages in the voice mail default folders. 18. From the Sync Priority dropdown list, select the level of priority to use for synchronization. 19. In the Msgs Per Sync Cycle field, enter the number of messages the system should attempt to synchronize during each synchronization cycle. The recommended value is between 10 and 25. Anything greater will simply bog the system down. 20. In the TSE Location field, indicate the machine that the UM TSE Cache Manager resides on. The default should be the local host name. 21. Select the Update Message Status From check-box to allow for the synchronization of the Lotus Domino and voice servers at a certain time. Select a time by clicking the ellipsis button and specifying the details on the Update Message Status From dialog box. From this dialog box, click OK. 415 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 22. Select the Storage Options tab: 416 23. In the Maxiumum Number of Messages field, increase the number of messages allowed to accommodate for the total number of voice mail and email messages in the UM user inbox. 24. Click on the Save Feature Group toolbar button. The feature group is now configured for the main user to integrate IMAP TSE. You can now assign individual user mailboxes to this feature group to enable full IMAP TSE integration. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 To assign mailboxes to the IMAP feature group: Telephony Office-LinX Server Configuration Guide 1. In the Administration console, create a new mailbox. The Mailbox > General screen appears: 2. In the Last Name and First Name fields, enter the user’s name. 3. From the Feature Group dropdown list, select the feature group that was created for IMAP integration. 4. Click the Save Mailbox toolbar button. 417 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 5. Select the Advanced tab: 418 6. From the Desktop Capabilities dropdown list, select Unified Communications. 7. Click on the Save Mailbox toolbar button. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 8. Select the IMAP tab: 9. In the User Name field, enter a name for the user. NOTE: This user name must match the username used in the IMAP server. 10. From the Storage Mode dropdown list, select IMAP. 11. Click on the Save Mailbox toolbar button. NOTE: Repeat this procedure to assign all user mailboxes on the IMAP server to the IMAP feature group. Once all users are added, IMAP integration is complete. 419 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 IMAP TSE Gateway with Lotus Notes Telephony Office-LinX Server Configuration Guide The following procedure is required to ensure proper deployment of Groupware forms after their installation or update on the Lotus Domino server. This procedure is necessary to ensure a complete update of signatures for secured formed field. By following the procedure users will no longer see warning messages on selected operations. NOTE: Refer to the Server Installation Guide for information on the installation of UM Domino components. If you are installing Lotus Notes Release 6.XX, select UM Forms only. To configure Lotus Notes for Telephony Office-LinX users: 1. Access the Lotus Notes Administrator. 2. Under the Domain/People directory, doubleclick User and enter a nickname, a user name and an internet password. 3. On the Lotus Domino Console, run the following command: Load Convert –m mail\username.nsf * mail6UM.ntf NOTE: In the above command, "username" is the Lotus mail file, and "mail6UM.ntf" is the template into which the forms were installed. NOTE: Once the forms have been installed and distributed to the users, their inbox will need to be closed and reopened in order for the templates to be refreshed. This needs to be done every time the Master Template is updated. 4. On the Telephony Office-LinX, open the Administration console and select User Properties. 5. Select the Advanced tab, and enter the UM for the selected user. 6. Select the IMAP tab and enter the following user information: 420 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 • Login Name Telephony Office-LinX Server Configuration Guide NOTE: To verify which login name to use, open the user’s document in Domino Administrator. On the first tab (Basics), look for the Short name/UserID and/or Internet address for R4.x SMTP MTA field. • Internet Password (in the User Password field) • Lotus Notes Server IP Address (in the IMAP Server field). 7. Change the storage mode to IMAP. 8. Select the Update Message Status From check box to allow for the synchronization of the Lotus Domino and voice servers, then click on the ellipsis button to select a date for this synchronization to occur. NOTE: When users become IMAP synchronized, the messages between their Domino server and voice server will be synchronized. The messages that were once available only from Lotus Notes will now also be available on the voice server, and vice versa. NOTE: Before this check box and field were introduced, the Lotus Server would provide the voice server with incorrect read/unread message status. Select the check box if you do not want all messages from the Domino server to show an UNREAD status after synchronization. The following procedure is optional: To prevent the Lotus Window from scrolling while logging in and out under IMAP: 1. On the Lotus Notes Server, open the notes.ini file. 2. Set the Log_Session=1 to 0. 3. Click Save, then click Close. 421 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Configuring IPSec The IMAP Transparent Storage Engine (IMAP TSE) must access user mailboxes on your mailserver at regular intervals. In order to achieve this access, the IMAP TSE uses either: Telephony Office-LinX Server Configuration Guide 1. A master account which has permission to access all user mailboxes. 422 2. Individual user accounts. In either scenario, the credentials used for authentication (Username and Password) are passed between the IMAP TSE and the IMAP server in plain text. Depending on a number of criteria (e.g. network topology, corporate security standards), this situation may be undesirable. The possibility exists for a malicious user to “sniff” your network traffic, thereby intercepting authentication credentials. This possibility exists whether your network is private (behind a firewall/proxy) or public. Attempts to compromise your network come not only from outside individuals; they often come from your user base as well. In order to negate the possibility of someone gleaning your usernames and passwords via packet sniffing, you may employ IPSec to encrypt both the authentication and data packets being passed between the IMAP TSE and your IMAP server. Internet Security Protocol (IPSec) provides application transparent encryption services for IP network traffic. Using IPSec, you can provide data privacy, integrity, authenticity and anti-replay protection for network traffic. The following is a guide to aid you in the configuration of IPSec on both your Voicemail and Email servers. This article assumes both servers run on a Windows 2000 platform. IPSec is not available on platforms which pre-date Windows 2000. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 The Security Policy MMC Telephony Office-LinX Server Configuration Guide In order to access IPSec policy, the Security Policy MMC must be open. Log on to your Voicemail server and navigate to the Start Menu, select Run, and enter “secpol.msc” (without quotes). The Local Security Settings dialog box appears: From this MMC, you canl create your custom IPSec policy. Configuring an IPSec policy To create an IPSec Policy: 1. Using the Voicemail Server, in the left pane of the MMC Console, rightclick IP Security Policies on Local Machine and select Create IP Security Policy. The IP Security Policy Wizard appears. 2. Click Next. 3. Enter IMAP as the name of your policy, then click Next. 423 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 4. Clear the Activate the default response rule checkbox, and then click Next. 5. Make sure the Edit Properties checkbox is selected and click Finish. Telephony Office-LinX Server Configuration Guide 6. In the Properties dialog box for the policy you have just created, ensure that the Use Add Wizard checkbox in the lower-right corner is selected. Click Add to start the Security Rule Wizard. 7. Click Next to proceed through the Security Rule Wizard. 8. Select This rule does not specify a tunnel and click Next. 9. Select the radio button for All network connections and click Next. Configuring an IKE authentication method Next, you must specify how the computers will trust each other by specifying how they will authenticate themselves, or prove their identities to each other when trying to establish a security association. IKE for Windows 2000 provides three authentication methods to establish trust between computers: • Kerberos v5 authentication provided by the Windows 2000 domain that serves as a Kerberos v5 Key Distribution Center (KDC). This provides easy deployment of secure communications between Windows 2000 computers who are members of a domain or across trusted domains. IKE only uses the authentication properties of Kerberos. Key generation for IPSec security associations is done using IKE RFC 2409 methods. • Public/Private key signatures using certificates, compatible with several certificate systems, including Microsoft, Entrust, VeriSign, and Netscape. • Pre-shared key, which is a password used strictly for establishing trust between computers. The method of authentication you employ will depend on your environment. If both the Voicemail and Email server are members of the same Windows 2000 domain, then the easiest method to employ is Kerberos (default selection). If the computers are not members of the same Windows 2000 domain, you should use the pre-shared key method. Only employ the Public/Private key form of authentication if you have a full understanding of Public Key Infrastructure, and ready access to a certificate services machine. 424 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 To configure the authentication method for the rule: 1. Choose Kerberos (if both servers are members of the same Windows 2000 domain). Telephony Office-LinX Server Configuration Guide OR Choose Use this string to protect this key exchange and enter a string of characters (ABC123, for example). Try to make the string somewhat complex. Record this string, because you must use it when configuring the policy on the E-mail Server as well. Configuring an IPSec filter list IP Security is applied to IP packets as they are sent and received. Packets are matched against filters when being sent (outbound) to see if they should be secured, blocked, or passed through in clear text. Packets are also matched when received (inbound) to see if they should have been secured, should be blocked, or should be permitted into the system 1. In the IP Filter List dialog box, click Add. An empty list of IP filters is displayed. Name your filter IMAP Filter. 2. Make sure Use Add Wizard is selected in the center-right area of the screen and then click Add. This starts the IP Filter Wizard. 3. Click Next to continue. 4. Accept My IP Address as the default source address by clicking Next. 5. Choose A Specific IP address from the dropdown list, enter your E-mail Server’s IP Address, then click Next. 6. Select the protocol type as TCP, then click Next. On the IP Protocol Port screen, select From any port and below, select To this Port and enter 143 in the box. Click Next. 7. Make sure the Edit Properties checkbox has been cleared. Click Finish. 8. Click OK to leave the IP Filter List dialog box and return to the New Rule Wizard. 9. In the IP Filter List dialog box, select the radio button next to IMAP. 425 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 10. Click Next. Read the following section before proceeding to the steps involved in configuring the filter action. Telephony Office-LinX Server Configuration Guide Configuring an IPSec filter action You have just configured both the input and output filters for TCP/IP packets. The second step is to configure the action to take for those packets. You can permit, block, or secure the packets that match the filters. If you want to secure the traffic, both computers must have a compatible negotiation policy configured. Two of the methods allow communication with computers that are not able to execute IPSec are: • Use the filter action Permit to let the packets go unsecured. Use this action in combination with a filter that matches the traffic you want to permit in its own rule within the IPSec policy. Typical uses would be to permit traffic types of ICMP, DNS, or SNMP, or to permit traffic to certain destinations, such as the default gateway, DHCP and DNS servers, or other non-IPSec systems. • Configure your filter action to use the setting Fall back to unsecured communication. You will see this option presented in the wizard. Selecting this option in the wizard will enable the filter action parameter Allow unsecured communication with non-IPSec aware computer. Using this setting permits unsecured communication with a destination, by falling back to clear text if the destination does not reply to the IKE negotiation request. If at any time the client does reply, then a negotiation is in progress and must succeed completely. If IKE negotiation fails, the outbound packets that matched the filter will be discarded (blocked) for one minute, whereupon another outbound packet will cause another IKE negotiation to be attempted. This setting only affects IKE negotiations that are initiated by the computer. It has no effect on computers that receive a request and thus respond. The IKE RFC 2409 standard does not provide a method for both sides to negotiate to normal, or unsecured, or clear text mode. To configure the filter action 1. In the Filter dialog box click to select the Use Add Wizard checkbox, then click Add. 426 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 2. Click Next to proceed through the Filter Action Wizard. 3. Name this filter action IMAP Filter Action, then click Next. Telephony Office-LinX Server Configuration Guide 4. In the Filter Action General Options dialog box select Negotiate Security, then click Next. 5. Click Fall Back to Unsecured Communication from the next wizard page. This will ensure that computers you have not configured to use IPSec will still be able to establish IMAP sessions. 6. Click Next. 7. Select Encryption and Integrity from the list of security methods, then click Next. 8. Make sure the Edit Properties checkbox is cleared. Click Finish to close this wizard. 9. In the Filter Action dialog box click the radio button next to IMAP Filter Action and click Next. 10. Make sure the Edit properties checkbox is cleared. Click Finish. 11. In the Properties page now displaying, click Close. You have successfully configured an IPSec Policy. You have just configured the filter action that will be used during negotiations with the Email Server. NOTE: You can re-use this filter action in other policies. 427 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Configure IPSec policy on the email server Telephony Office-LinX Server Configuration Guide The policy you create on the email server will be virtually identical to the policy you just created. There are, however, a few exceptions. Repeat the instruction set above, noting the following changes 1. In the section Configuring an IPSec Filter List, Step 5, enter your Voicemail Server’s IP Address. 2. In the same section, Step 6, select From this Port and enter 143. Below, select To any port. 3. In the section To Configure the Authentication Method for the Rule, if you selected the “pre-shared key” method of authentication, ensure that you enter the pre-shared key string identically when configuring the policy on the email server. Assigning the IPSec policies Once you have created the IPSec policy on both the Voicemail and email server, you must assign the policies. This is a simple procedure. Open the Security Policy MMC on each computer, the Local Security Settings dialog box appears: NOTE: The presence of the new policy “IMAP”. Simply rightclick the policy and select assign. Do this on both the email and voicemail server. At any time, you may un-assign the policy by rightclicking it and selecting un-assign. 428 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Verifying that the IPSec policies are working Telephony Office-LinX Server Configuration Guide You should now test to see whether the two machines are employing IPSec to encrypt their IMAP traffic. You can do so by entering “ipsecmon” (minus quotation marks) on both machines in the Run line of the Start Menu. A window similar to the figure below will appear: In this window, you can view the status of the security association between the two servers configured to use IPSec. If your policies have been configured properly, and IMAP traffic is currently being passed between the two servers, you will see a Security Association in the Security Association window. If no association appears, check to make sure that IMAP traffic is flowing. If IMAP traffic is flowing, check to ensure you followed the steps above exactly. Your traffic is secure Once you have verified the Security Association on both the e-mail and voice server by using the IPSECMON tool, your IMAP traffic is secure. No one will be able to determine usernames, passwords, or the contents of the IP packets as they are passed between the two servers. 429 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 IMAP TSE and Exchange Transaction Logs Telephony Office-LinX Server Configuration Guide What are transaction logs? Exchange 2003 utilizes a transactional database model. Transactional databases are generally regarded as robust and stable, as database events are either wholly committed or discarded. If data is only partially committed to a database, corruption may result. Transactional logging greatly reduces this likelihood. Exchange transaction logs record every transaction taking place on your Exchange server (reads, deletes, logons, meeting notifications, etc). Literally thousands of transactions can occur every hour when user email traffic is at its highest. These transactions are stored in "transaction logs". By default, they are located at: C:\Program Files\Exchsrvr\MDBdata Transaction logs are 5120KB in size, and each log has a unique hexadecimal identifier. Below is an example list of Exchange transaction logs: Log files such as these are extremely important to the health of your Exchange server. 430 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Managing the transaction logs Telephony Office-LinX Server Configuration Guide It is extremely important that you monitor your transaction logs regularly as they are continually growing. If Exchange runs out of disk space and is unable to continue creating transaction logs, the Exchange server will shut down and your users will be unable to access their email. To prevent this situation from occurring, you should take the following actions: 1. Ensure there is sufficient disk space for Exchange transaction logs to grow. Sufficient space will differ from organization to organization. When in doubt, err on the side of caution and provide as much free space as possible. It is possible and usually desirable to specify a path for your transaction logs. Consider placing them on a dedicated disk or RAID array. Not only will this ensure adequate size, but you will realize performance gains as well. For more information, refer to Microsoft's documentation for transaction log placement. 2. Back up your Exchange Information stores regularly. Each time you back up your Exchange information stores, the transaction logs for said stores are committed to the Exchange database and the transaction log process "zeros out", thereby eliminating the disk space utilized by the logs. This disk space is recovered when a backup is completed. If the Exchange information stores are never backed up, the transaction logs will inevitably grow to a size which outstrips available space. It is extremely important that you back up the Exchange information stores properly. A file level backup is incorrect and will not result in the transaction logs being committed and flushed. 431 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide The IMAPTSE and your Exchange transaction logs The IMAPTSE is the agent responsible for unifying your email and voicemail databases. It needs to interact with the Exchange server on a regular basis in order to achieve this end. Every time the TSE interacts with your Exchange server, many transactions take place. These transactions are logged in the Exchange transaction logs. Logically, you can expect an increased rate of growth for your Exchange transaction logs when you are using the TSE to unify your messages. You should account for this before you configure the IMAPTSE to point to your Exchange server. How to account for accelerated transaction log growth In order to determine how much extra space you will require on the Exchange server for your transaction logs, you should enumerate at least a week’s worth of logs and determine the size they occupy. This is easily achieved by locating your transaction logs, selecting one created (for example) on Monday 12:00 AM, and then scrolling down until you reach (for example) Sunday 11:59PM. Shift-click to select all logs between these two points, and note the total disk space they occupy. Let’s say this results in an answer of 4GB total space. To be safe, double this (to 8GB) and ensure you have at least this much disk space available for your transaction logs. Summary 1. The IMAPTSE will logically result in accelerated growth of Exchange transaction logs. 2. Sufficient space must be provided for this growth. 2x your current transaction log usage is a safe guideline. 3. Regular backups should be carried out to free up disk space and clear your transaction logs. 432 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Turning off the transaction logs It is possible to turn off the logging on Lotus Notes. Follow the procedure below if you need to turn off the creation of transaction logs. Telephony Office-LinX Server Configuration Guide To turn off logging for IMAP TSE on the Lotus Notes server: 1. Open the Notes.ini file. NOTE: If you are not sure of the location of this file, select Start > Search > For Files or Folders..., which opens the Search Results screen. In the Search for files or folders named field, enter ".ini" and click Search Now. When "Notes.ini" displays in the list of search results, doubleclick it to open the file. 2. Make sure the following lines exist in the .ini file: • Log_Sessions 0 • Log_Tasks 0 3. Save the .ini file and close it. 433 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Support for Exchange 2003 on the Server or Client To enable Messaging Server support: Telephony Office-LinX Server Configuration Guide 1. Open Services on the Exchange server. 2. Highlight the Microsoft Exchange IMAP4 service: 3. Rightclick on Microsoft Exchange IMAP4, then select Properties. The Properties dialog box appears. 434 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 4. From the Startup type dropdown list, select Automatic: 5. Click Apply, then OK. 6. On the Services screen, start the Microsoft Exchange IMAP4 service either by rightclicking and selecting Start or by clicking the toolbar button. 7. Open the Exchange System Manager. 435 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 Telephony Office-LinX Server Configuration Guide 8. Expand the IMAP4 folder of your server Protocols: 436 9. Rightclick Default IMAP4 Virtual Server, then click the Start button. CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 To Enable Contact Synchronization Telephony Office-LinX Server Configuration Guide To enable contact synchronization 1. Navigate through the following from your Windows desktop: Start > Settings > Control Panel > Administrative Tools > Services > UC TSE Cache Manager. 2. Rightclick on UC TSE Cache Manager and select Properties. The following screen appears: 3. Click on the LogOn tab. Select the This account: radio button. The This account:, Password: and Confirm Password: text fields are all enabled. 437 CHAPTER 13 - IMAP TSE GATEWAY SETUP 13 4. Enter an account name (e.g., "Super User"), the password, and confirmation of the password. Telephony Office-LinX Server Configuration Guide NOTE: This IMAP Super User account requires local administration rights on the UC Server machine 438 5. Click OK. 14 Optional Modules In This Chapter . . . LDAP Import Utility on page 440 Web Report on page 475 WAP on page 505 Creating a Custom MMC Snap-In on page 510 CHAPTER 14 - OPTIONAL MODULES 14 LDAP Import Utility Telephony Office-LinX Server Configuration Guide The LDAP Import Utility allows you to import user information from your Active Directory servers or from text files into the Telephony Office-LinX database. This utility is suited for situations where you may already have existing user information prior to installing Telephony Office-LinX. 440 The LDAP Import Utility software is installed when you install Telephony Office-LinX. To access it from your Windows Desktop, click Start > Programs > Telephony Office-LinX > LDAP Import Tool. There are 24 main buttons in the LDAP Importer toolbar: Button Name Function Import mailboxes Imports one or several mailboxes Import contacts Imports one or many contacts Print Prints a file Help Accesses LDAP help files What’s this? Provides succint information Settings Opens the settings dialog box Connect LDAP Server Connects to the LDAP server Disconnect from LDAP Server Disconnects from the LDAP server Save mailboxes in database Saves mailboxes in the Telephony Office-LinX database CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide Button Name Function Assign mailbox numbers Allows you to assign mailbox attributes Reset mailbox numbers Allows you to clear mailbox and extension for a specific user/s Select All Select all mailboxes Read Mailboxes Displays all mailboxes Assign OU & Company Allows you to import company and organizational unit objects pre-defined in the database Assign Mailbox number and extension from database Assigns mailbox number and extension directly from db Link User with database Synchronizes voice server database with directory USN & Timestamp Specify USN or Time Update Directory Updates directory Adjust mailbox number and extension Allows you to edit attributes associated to an already present mailbox in the directory Check for mailbox duplicity Validates mailbox information before importing Import Companies Allows you to import all selected companies Import OUs Allows you to import all selected organizational units Check Selected Branch Allows you to quickly select all items/subitems of the selected object in the directory pane Uncheck Selected Branch Allows to quickly deselect all items/subitems of the selected object in the directory pane 441 CHAPTER 14 - OPTIONAL MODULES 14 Key sections to the LDAP import utility Telephony Office-LinX Server Configuration Guide To access key sections of the LDAP import utility, please refer to the following pages: 442 Importing Directory users into the TOL system (with AD snap-in) on page 435. Importing Directory users into the TOL system (without AD snap-in) on page 449 To import from file on page 453. To configure the LDAP Importer and connect to the Directory server on page 454. Adding and importing mailboxes on page 462. To update the directory on page 465. To synchronize the database with the Directory on page 465 CHAPTER 14 - OPTIONAL MODULES 14 Importing Directory users into the TOL system (with AD snap-In) Telephony Office-LinX Server Configuration Guide Administrators may wish to add users to a directory that has messaging parameters defined. This feature relates these users to the system by introducing new fields and parameters into the user's properties. Before proceeding, make sure: • you have the system installed • the LDAP Import Tool is installed on your system On the Exchange Server side, run AD_Admin.exe (located on the Installation DVD, and which should already have been installed). Once you have run this executable, you will notice that in the properties for every user, there is now a Unified Messaging tab: 443 CHAPTER 14 - OPTIONAL MODULES 14 Creating a new Directory user To create a new Directory user: Telephony Office-LinX Server Configuration Guide 1. Open the Active Directory Users and Computers: 444 2. Rightclick on the Users folder and select New > User. The following screen appears: CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 3. Enter the following information, if necessary: • In the First Name field, enter the first name of the new user. • In the Initials field, enter the middle initial of the new user. This field is optional. • In the Last Name field, enter the last name of the new user. • In the Full Name field, enter the full name of the new user. • In the User logon name field, enter the logon name of the new user. Make sure the correct domain is selected from the accompanying dropdown list. 4. Click Next. The following screen appears: 5. Enter the following information, if necessary: • In the Password field, enter a password for the new user. • In the Confirm Password field, re-enter the user's password. • Select the User must change password at next logon checkbox if you want the user to change the password the next time he/she logs on. 445 CHAPTER 14 - OPTIONAL MODULES Telephony Office-LinX Server Configuration Guide 14 • Select the User cannot change password checkbox if you do not want the user to have the power to change their account password. • Select the Password never expires checkbox if you want the password to be in effect indefinitely. • Select the Account is disabled checkbox if you want to disable the user account. 6. Click Next. The following screen appears: 7. Select the Create an Exchange mailbox checkbox if you want an Exchange mailbox to be created for the user. 8. From the Server dropdown list, make sure the correct server is selected. 9. From the Mailbox Store dropdown list, make sure the correct mailbox store is selected. 446 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 10. Click Next. The following screen appears: 11. Select the Create voice mailbox for this user checkbox to have a voice mailbox created for the user. 12. In the Mailbox field, enter the account mailbox number. 13. Select the Specify additional mailbox settings checkbox if you want to specify additional mailbox settings. 14. Enter the following information: • In the Company field, enter the company number. The default for this field is 1. • In the Extension field, enter the phone extension for the mailbox. • In the Group field, enter the number of the group the user account belongs to. 447 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 15. Click Next. The following screen appears: 448 16. Confirm that all the information you entered is correct, then click Finish. CHAPTER 14 - OPTIONAL MODULES 14 Verifying that the information you supplied is correct To verify your information: 1. Rightclick on the newly created user in the directory, then click Properties. Telephony Office-LinX Server Configuration Guide 2. Click on the Unified Messaging tab. You should find the parameters you entered: Importing a user into the system To import a user into the system: The LDAP Import Tool allows you to import users either from a text file or from your directory. When using LDAP to import a user from the directory to the system, the following steps must be performed: 449 CHAPTER 14 - OPTIONAL MODULES 14 1. Open the LDAP Import Tool. Telephony Office-LinX Server Configuration Guide 2. Click the Settings tollbar button. The Settings screen (Server tab) appears: 3. Check the following LDAP Server information: • Make sure the Directory Server dropdown list indicates the correct Directory Server. • Make sure the Host field contains the correct directory server name. NOTE: Click the Ellipsis or DNS button if you want to browse from a list of server locations. 450 • Make sure the Port field contains the correct LDAP Server port number. • Make sure the value in the Protocol Version dropdown list is correct. CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 4. Click Paging. The Paging dialog box appears: 5. Adjust the Paging specifications: • Indicate the number of entries to show per page when retrieving results from the server. • Select the Paging allowed checkbox to enable paging specifications. • Click the Detect button to check if the server supports the paging mode. • Click OK to save specifications. 6. In the Connections options feature box, determine the following: • Using the Timeout spinbox, select a time (in minutes) to set the length of a connection. • Select the SSL Connection checkbox to enable Secure Sockets Layers. 7. While still in the Server screen, in the Credentials/Authorization feature box: • Select the Anonymous Bind checkbox to allow login to LDAP by any client, without authenitication. • Select either the Simple (no encryption) or GSS (encrypted) radio button. • Make sure the User DN/Username field contains the correct administrator user name. • Make sure the Domain field contains the correct directory domain name. • Make sure the Password field contains the correct administrator password. 451 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 8. Click on the Searching tab: 9. Click on the Default button, if necessary. 10. You can search either by Users, Public Contacts or Feature Groups. For all search methods: 11. Make sure the Search DN field contains a data string describing the directory server location. This is the search location. 12. Make sure the Filter field contains a data string describing what you are looking for on the Directory server. 13. Select either the One level radio button for a one-level search, or Sub-tree level radio button for a multiple-level search. 452 CHAPTER 14 - OPTIONAL MODULES 14 14. Select Matching Rules to redefine the Matching Rules to use while searching. NOTE: By default, all attributes are predetermined to match most existing Directory servers. Only perform Matching Rules if your default class schema was modified or extended. Telephony Office-LinX Server Configuration Guide The Matching Rules screen appears: 15. Highlight the Class Object for which you want to define an unique matching rule, and then click the ellipsis button. The Class Attributes dialog box appears: 453 CHAPTER 14 - OPTIONAL MODULES 14 16. Select the attribute that you want to assign to the Class Object, then close the Class Attributes dialog box. 17. Repeat Steps 14 and 15 for all matching rules you want to define. 18. When finished click Apply. Telephony Office-LinX Server Configuration Guide 19. Click on the Database & Synchronization tab: In the Class schema feature box complete the following: • Enter the object class name to be synchronized with Mailbox. • Enter the object class name to be synchronized with Public Contact. • Enter the object class name to be synchronized with Feature Group. In the Synchronization feature box : • 454 You will most likely select the USN radio button. Select the DateTime radio button only when you want synchronization between the messaging and directory servers to occur on a time basis. CHAPTER 14 - OPTIONAL MODULES 14 • Make sure the correct language is selected in the Language dropdown list. 20. Click Apply, then OK. You are returned to the main LDAP Import Tool screen. Telephony Office-LinX Server Configuration Guide 21. On the main LDAP Import Tool screen, click on the Connect LDAP Server button • . Doubleclick on a user. The Attributes screen appears: You should see the same user parameters in this window as are defined in the Directory. 22. Return to the Directory and open the properties for the user. 455 CHAPTER 14 - OPTIONAL MODULES 14 23. Change the mailbox number value (Unified Messaging tab) and re-synchronize the LDAP. The user's mailbox number in both LDAP and the directory should be the same. Telephony Office-LinX Server Configuration Guide 24. Press to save the user to the database. You will be prompted to enter additional information (password, IMAP Server, tutorial). 456 25. Click the Import Mailboxes toolbar button , then go to the main system window and view the mailboxes pane. The user should now be among the listed users. Changing a user To change a non-Messaging user to a Messaging user: 1. In the directory, select a user who does not have messaging options defined. 2. Add information to the required fields and save. 3. Press the Connect LDAP Server toolbar button to view the users in the directory. You should see the old user, but now with additional fields declared. 4. Press the Save mailboxes in database toolbar button to save the user to the database. You will be prompted to enter additional information (password, IMAP Server, tutorial). 5. Go to the Admin window to view the mailboxes pane. The user should be a part of the Admin. CHAPTER 14 - OPTIONAL MODULES 14 Importing Directory users into the system (without AD snap-in) To import users: Telephony Office-LinX Server Configuration Guide 1. Open the LDAP Import Tool. 2. Select Tools > Settings, or click the Settings toolbar button (General tab) appears: . The Settings screen 3. Enter the following information: • Make sure the Directory Server dropdown list indicates the correct Directory Server. 457 CHAPTER 14 - OPTIONAL MODULES 14 • In the Host field, enter the directory server name. Telephony Office-LinX Server Configuration Guide NOTE: Click the Ellipsis or DNS button if you want to browse from a list of server locations. 458 NOTE: Use if you want default server parameters to load automatically. • Make sure the Port field contains the correct LDAP Server port number. • Make sure the value in the Protocol Version dropdown list is correct. 4. Click Paging. The Paging dialog box appears: 5. Adjust the Paging specifications thusly: • Indicate the number of entries to show per page when retrieving results from the server. • Select the Paging allowed checkbox to enable paging specifications. • Click the Detect button to check if the server supports the paging mode. • Click OK to save specifications. CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 6. On the Server tab, check the following administrator credentials information: • Select the Anonymous Bind checkbox to allow login to LDAP by any client, without authentication. • Select either the Simple (no encryption) or GSS (encrypted) radio button. • Make sure the User DN/Username field contains the correct administrator user name. • Make sure the Domain field contains the correct directory domain name. • Make sure the Password field contains the correct administrator password. 7. Click on the DSE tab. 8. If you want to view DSE information, click Request. The list box is populated with DSE entries: 9. Click on the Object Classes tab. 459 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 10. If you want to view object class information, click Request. The listbox is populated with object class information: 460 CHAPTER 14 - OPTIONAL MODULES 14 Importing from file To import from file: Telephony Office-LinX Server Configuration Guide 1. In the LDAP Importer toolbar, click File > Import Mailboxes. The Import from File dialog box appears: 2. In the Data File field, enter the path for the source file to import, or click Browse to select the source file. 3. In the Delimiter field, select the delimiter from the list of predefined characters, or define your own. 4. Select the file format of the Data file, either DOS or Unix. 5. Click Preview to ensure that your settings are correct. The preview of the settings appears. 461 CHAPTER 14 - OPTIONAL MODULES 14 6. Click Edit to change the settings. The Notepad dialog box appears. 7. Make your changes and proceed to Step 8. Telephony Office-LinX Server Configuration Guide 8. Assign a column for each attribute by selecting the attribute and clicking the Type column. The number appears in the Column. 462 9. When all attributes are assigned a column, click Import. The system imports the data from the selected file to the Telephony Office-LinX database. After importing from the text file, proceed to the Import section. Configuring and connecting To configure the LDAP Importer and connect to the Directory server: 1. In the LDAP Importer toolbar, click the Settings toolbar button: CHAPTER 14 - OPTIONAL MODULES 14 2. In the Host field, enter or select a LDAP server name or address. 3. In the Port field, enter the LDAP Port. (Also applicable to SSL). 4. In the Protocol version dropdown list, select the protocol version. Telephony Office-LinX Server Configuration Guide 5. Click Paging. The Paging dialog box appears: 6. Adjust the paging specifications: • In the Page Size text box, indicate the number of entries to show per page when retrieving results from the server. • Select the Paging allowed checkbox to enable paging specifications. • Click the Detect button to check if the server supports the paging mode. • Click OK to save specifications and return to the Settings screen. 7. In the Base DN field, enter an unique name for the base. 8. In the Timeout spinbox, indicate the maximum number of seconds before a connection or operation has timed out. 463 CHAPTER 14 - OPTIONAL MODULES 14 9. Select the SSL Connection checkbox if Secure Socket Layers are being used. Telephony Office-LinX Server Configuration Guide • In the Credentials/Authorization feature box, select the Anonymous Bind checkbox if an anonymous bind is to be used. NOTE: If Anonymous Bind is selected, the User DN/Username, Domain, and Password fields are disabled. OR • Select Simple if simple authentication is to be used. NOTE: If Simple is selected, the User DN/Username and Password fields are enabled. OR • Select GSS if GSS authentication is to be used. NOTE: If GSS is selected, the User DN/Username, Domain, and Password fields are all enabled. 10. In the User DN/Username field, enter the user name. 11. In the Domain field, enter the domain name. 12. In the Password field, enter the user’s password. 464 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 13. Click Apply and OK, then click on the Searching tab: 14. You can search by Users, Public Contacts, and Feature Groups. FOR EITHER SEARCH METHOD: 15. Make sure the Search DN field contains a data string describing the directory server location. This is the search location. 16. Make sure the Filter field contains a data string describing what you are looking for on the Directory server. 17. Select either the One level radio button for a one-level search, or the Sub-tree level radio button for a multiple-level search. 465 CHAPTER 14 - OPTIONAL MODULES 14 18. Select Matching Rules to redefine the Matching Rules to use. NOTE: By default, all attributes are predetermined to match most existing directories. Only perform Matching Rules if your default class schema was modified or extended. Telephony Office-LinX Server Configuration Guide The Matching Rules window appears: 466 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 19. Highlight the Class Object that you want to define a unique matching rule for, and then click the ellipsis button. The Class Attributes dialog box appears: 20. Select the attribute that you want to assign to the Class Object, then close the Class Attributes dialog box. 21. Repeat Steps 19 and 20 for all matching rules you want to define. 467 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 22. When finished click Apply and OK, then click on the Database & Synchronization tab: 468 NOTE: By default, the attributes are set. Doublecheck them to ensure that they correspond with your specific Directory settings. • Enter the object class name to be synchronized with Mailbox. • Enter the object class name to be synchronized with Public Contact. • Enter the object class name to be synchronized with Feature Group. • Make sure the correct language is selected in the Language dropdown list. CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide In the Synchronization feature box : • You will most likely select the USN radio button. Select the DateTime radio button only when you want synchronization between the messaging and directory servers to occur on a time basis. • Select the Update telephone number checkbox if you want the telephone number to synchronized with the user’s mailbox number. 23. Click Apply, then OK to return to the main LDAP Import Tool screen. 24. When all settings have been defined, click the Connect LDAP Server toolbar button. The following dialog box appears: 25. Click Yes. The system attempts to connect to the Active Directory and will import all users that were defined in the IMAP server. It displays the hierarchy of the information and the specified attributes can be viewed by doubleclicking on each (The Attributes dialog box appears, displaying the attributes associated with the selected user). 469 CHAPTER 14 - OPTIONAL MODULES 14 Adding and importing mailboxes To add and import mailboxes: Telephony Office-LinX Server Configuration Guide 1. After connecting and receiving the data from the directory server, you can import a selection of users or assign mailbox attributes. 470 NOTE: Import time of 500+ users is approximately 15 minutes. This ensures that all mailbox information is correctly imported. 2. To import defined users, highlight the user(s) you want to import and click the Assign Mailbox number and extension from db toolbar button. 3. Click Import to import all selected users. OR To assign mailbox attributes to users before importing, highlight a user and hit the Assign Mailbox Number and extension from db toolbar button. The Assign Mailbox dialog box appears: CHAPTER 14 - OPTIONAL MODULES 14 4. In the Mailbox number FROM field, enter a mailbox number for the selected user. 5. In the Mailbox number FROM Increment by spinbox, select the number to increment the mailbox by. Telephony Office-LinX Server Configuration Guide 6. In the Extension FROM field, enter the extension number. 7. In the Extension FROM Increment by spinbox, select the number to increment the extension by, 8. From the Company dropdown list, select the company that the user is to be associated with. 9. From the Feature Group dropdown list, select the feature group that the user is to be associated with. 10. From the Department dropdown list, select the department that the user is to be associated with. 11. From the Desktop Capabilities dropdown list, select which capability to assign to the user. 12. Click Assign and close the Assign Mailbox dialog box. 13. Repeat Steps 5~12 to assign mailboxes for all users. 14. Click Import to import and save user settings. NOTE: If any errors occur, the Report window displays all errors. 471 CHAPTER 14 - OPTIONAL MODULES 14 Checking Imported and Saved Mailboxes Telephony Office-LinX Server Configuration Guide To check imported and saved mailboxes: 472 1. To check the imported and saved mailboxes, go to the LDAP Importer toolbar and click the Mailboxes button. The Mailboxes dialog appears, displaying all the assigned mailboxes and attributes: Clearing a mailbox To clear a mailbox, highlight a user in the LDAP Importer and click Clear. CHAPTER 14 - OPTIONAL MODULES 14 Updating the Directory Whenever attributes are defined or configured in the LDAP Import Utility, you need to update the objects (users) on the directory server. Telephony Office-LinX Server Configuration Guide To update the directory: 1. In the LDAP Import Utility toolbar, click the Update Directory toolbar button. The system updates the directory server. Synchronizing the database with the Directory You must synchronize the Database with the Directory. To synchronize the database with the Directory: 1. In the LDAP Import Utility toolbar, click the USN and Timestamp toolbar button. The Global USN & Time dialog box appears: If you selected USN on the TOL + Synchronization tab, the The Highest USN field is enabled. If you selected DateTime, the Date and Time spinboxes are enabled. 2. In the The Highest USN field, enter the highest unique sequence number. 3. Click Request to retrieve the USN. 473 CHAPTER 14 - OPTIONAL MODULES 14 4. Click Save. OR 5. In the Date spinbox, indicate the date of the object is to begin synchronization from. Telephony Office-LinX Server Configuration Guide 6. In the Time spinbox, indicate the time of the object is to begin synchronization from. 474 7. Click Save. 8. In the LDAP Import Utility Toolbar, click on the Link User with database toolbar button. The system synchronizes the information from the Database with the Directory. CHAPTER 14 - OPTIONAL MODULES 14 Web Report Telephony Office-LinX Server Configuration Guide Telephony Office-LinX allows you to generate a variety of reports on key areas of the system, such as calls per hour by PBX and company, port usage and mailbox usage. These reports help you adjust server load and performance to ensure maximum productivity. In order to enable Web Report, you must first enable it in the Administration console by clicking Configuration > Logs and setting the Log System Statistics value data to ’True’. Starting Web Report Before you can generate a report, you must first log in. To log in: 1. Open your browser (Explorer 6.0+ or Netscape Navigator 6.2+). 2. In the Address field, enter the IP address of the UC server and hit Enter. NOTE: If you do not know the proper IP address (format: IP Address\UC), contact your network administrator. The following splash screen appears: 475 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 3. Click Web Report. The following screen appears: 476 4. In the User Name field, enter your administrator user name. 5. In the Password field, enter your administrator password. 6. Click the Login button. The following screen appears: CHAPTER 14 - OPTIONAL MODULES 14 Creating a Reports Template Telephony Office-LinX Server Configuration Guide HINT: Due to the great number of report parameters in User Report, it is recommended that you create one or more report templates, each zeroing in on a specific area. When you highlight User Activity in the lefthand pane, the following screen appears: All report screens contain a number of useful, predefined templates. But by making changes to these templates and clicking Save, you can establish a more specific template. To create a reports template: 1. Highlight User Activity (lefthand pane). The User Report screen appears. 2. Specify your mailbox search parameters in the mailbox tabs. 3. Specify your date range for search in the From and To fields. 4. Add only those parameters you want included in the report. 477 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 5. Click Save. The New Template dialog box appears: 478 6. In the New Template Name field, enter a name for the new template. 7. Click Continue. The new template displays in the lefthand pane, under "Saved Templates". CHAPTER 14 - OPTIONAL MODULES 14 User Reports Generating a User Report Telephony Office-LinX Server Configuration Guide The User Report provides details on a great number of user-specific actions and activities. To generate a User Report: 1. Under Predefined Templates, click General Information Reports. The following screen appears: 2. On the Mailbox List tab, specify the following: • Select the All radio button if you want the report to be generated for all companies in the system. OR 479 CHAPTER 14 - OPTIONAL MODULES 14 Choose the Select radio button to specify one company. Telephony Office-LinX Server Configuration Guide NOTE: Selecting this radio button enables the Organizational Unit radio button. Choosing the OU Select radio button enables the Mailbox radio buttons. 480 Choose the Select radio buttons under both OU, then Mailbox. Next select the OU(s) and mailbox(es) for which you want to see report information. 3. Click the Mailbox Range tab and specify a range of mailboxes for which you want to see report information: From the Company dropdown list, select a company. Next, specify a mailbox range in the From and To fields. 4. Beneath these Mailbox List and Mailbox Range tabs are the From and To fields, wherein you can state the dates during which you want reports generated (Refer to screen immediately below). CHAPTER 14 - OPTIONAL MODULES 14 Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. Telephony Office-LinX Server Configuration Guide NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. From the Actions on addresses dropdown list select which actions you want reported. Click the Add button to include that action in the report. Repeat this sequence until you selected all the actions your report requires. 5. Click the View Report toolbar button. The report is generated and shown as per the parameters specified above. 6. Click the Save toolbar button to save the report. 481 CHAPTER 14 - OPTIONAL MODULES 14 Generating a Remote Sites Report The Remote Sites Report provides details on (AMIS/VPIM) remote sites user activity. Telephony Office-LinX Server Configuration Guide To generate a Remote Sites Report: 1. Click Remote Sites in the lefthand pane. The following screen appears: 2. On the Mailbox List tab, specify the following: • Select the All radio button if you want the report to be generated for all companies in the system. OR 482 CHAPTER 14 - OPTIONAL MODULES 14 Select the Select radio button to specify one company. Telephony Office-LinX Server Configuration Guide NOTE: Selecting this radio button enables the Organizational Unit radio button. Choosing the OU Select radio button enables the Mailbox radio buttons. Choose the Select radio buttons under both OU, then Mailbox Next select the OU(s) and mailbox(es) for which you want to see report information. 3. Click the Mailbox Range tab and specify a range of mailboxes for which you want to see report information: From the Company dropdown list, select a company. Next, specify a mailbox range in the From and To fields. 4. Beneath these Mailbox List and Mailbox Range tabs are the From and To fields, wherein you can state the dates during which you want reports generated (Refer to screen immediately below). 483 CHAPTER 14 - OPTIONAL MODULES 14 Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. Telephony Office-LinX Server Configuration Guide NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 484 From the Actions on addresses dropdown list select which actions you want reported. Click the Add button to include that action in the report. Repeat this sequence until you selected all the actions your report requires. 5. Click the View Report toolbar button. The report is generated and shown as per the parameters specified above. 6. Click the Save toolbar button to save the report. CHAPTER 14 - OPTIONAL MODULES 14 Generating a Call Activity Report The Call Activity Report provides details on user wakeup call activity. Telephony Office-LinX Server Configuration Guide To generate a Call Activity Report: 1. Click Call Activity. The following appears: 2. On the Mailbox List tab, specify the following: • Select the All radio button if you want the report to be generated for all companies in the system. OR Select the Select radio button to specify one company. NOTE: Selecting this radio button enables the Organizational Unit radio button. Choosing the OU Select radio button enables the Mailbox radio buttons. Choose the Select radio buttons under both OU, then Mailbox Next select the OU(s) and mailbox(es) for which you want to see report information. 485 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 3. Click the Mailbox Range tab and specify a range of mailboxes for which you want to see report information: From the Company dropdown list, select a company. Next, specify a mailbox range in the From and To fields. 4. Beneath these Mailbox List and Mailbox Range tabs are the From and To fields, wherein you can state the dates during which you want reports generated (Refer to screen immediately below). Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. From the Actions on addresses dropdown list select which actions you want reported. Click the Add button to include that action in the report. Repeat this sequence until you 486 CHAPTER 14 - OPTIONAL MODULES 14 selected all the actions your report requires. 5. Click the View Report toolbar button. The report is generated and shown as per the parameters specified above. Telephony Office-LinX Server Configuration Guide 6. Click the Save toolbar button to save the report. 487 CHAPTER 14 - OPTIONAL MODULES 14 Generating a Notification Report The Notification Report provides details on user notifications activity. Telephony Office-LinX Server Configuration Guide To generate a Notification Report: 1. Click Notification. The following appears: 2. On the Mailbox List tab, specify the following: • Select the All radio button if you want the report to be generated for all companies in the system. OR Select the Select radio button to specify one company. NOTE: Selecting this radio button enables the Organizational Unit radio button. Choosing the OU Select radio button enables the Mailbox radio buttons. 488 CHAPTER 14 - OPTIONAL MODULES 14 Choose the Select radio buttons under both OU, then Mailbox Next select the OU(s) and mailbox(es) for which you want to see report information. Telephony Office-LinX Server Configuration Guide 3. Click the Mailbox Range tab and specify a range of mailboxes for which you want to see report information: From the Company dropdown list, select a company. Next, specify a mailbox range in the From and To fields. 4. Beneath these Mailbox List and Mailbox Range tabs are the From and To fields, wherein you can state the dates during which you want reports generated (Refer to screen immediately below). Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 489 CHAPTER 14 - OPTIONAL MODULES 14 From the Actions on addresses dropdown list select which actions you want reported. Click the Add button to include that action in the report. Repeat this sequence until you selected all the actions your report requires. Telephony Office-LinX Server Configuration Guide 5. Click the View Report toolbar button. The report is generated and shown as per the parameters specified above. 490 • Click the Save toolbar button to save the report. CHAPTER 14 - OPTIONAL MODULES 14 Generating a System Report The System Report provides details on a great number of system-specific actions and activities. Telephony Office-LinX Server Configuration Guide HINT: The System Report is in fact an abbreviated User Report (p468) and so will appear familiar. To generate a System Report: 1. Click User Reports. The following appears: 2. From the Company radio buttons, select the company for which you want to see report information. 3. Beneath these Mailbox List and Mailbox Range tabs are the From and To fields, wherein you can state the dates during which you want reports generated (Refer to screen immediately below). Dates may be entered manually, via a calendar generated by the associated ellipsis 491 CHAPTER 14 - OPTIONAL MODULES 14 buttons, or by clicking on the This week / This month buttons. Telephony Office-LinX Server Configuration Guide NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 492 4. Click View Report. The report is generated and shown as per the parameters you have specified. 5. Click the Save toolbar button to save the report. CHAPTER 14 - OPTIONAL MODULES 14 System Activity System Activity provides details on a great number of system-specific actions and activities. Telephony Office-LinX Server Configuration Guide Generating a Call Per Hour Report The Call Per Hour Report details the number of calls per hour that have been made on a particular PBX and company. To generate a Call Per Hour Report: 1. Click on System Activity in the lefthand pane and select CallPerHour from the dropdown list. The CallPerHour screen appears: 493 CHAPTER 14 - OPTIONAL MODULES 14 2. From the Company dropdown list, select the company for which you want to see report information. Telephony Office-LinX Server Configuration Guide 3. Beneath these Mailbox List and Mailbox Range tabs are the From and To fields, wherein you can state the dates for which you want reports generated (Refer to screen immediately below). 494 Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 4. Click View Report. A report such as the example below is displayed: CHAPTER 14 - OPTIONAL MODULES 14 Creating a Port Usage By Hour Report The Port Usage by Hour report details port usage by hour for all ports. Telephony Office-LinX Server Configuration Guide To generate a Port Usage By Hour Report: 1. Click System Activity in the lefthand pane and select Port Usage By Hour from the dropdown list. The Port Usage By Hour screen appears: 2. From the Company dropdown list, select the company for which you want to see report information. 495 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 3. Using the From and To fields, state the dates for which you want reports generated (Refer to screen immediately below). 496 Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 4. Click View Report. A report such as the example below is displayed: CHAPTER 14 - OPTIONAL MODULES 14 Creating a Port Usage By Port Report The Port Usage by Port report details port usage by individual port. Telephony Office-LinX Server Configuration Guide To generate a Port Usage By Port Report: 1. Click System Activity in the lefthand pane and select Port Usage By Port from the dropdown list. The Port Usage By Port screen appears: 2. From the Company dropdown list, select the company for which you want to see report information. 497 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 3. Using the From and To fields, state the dates for which you want reports generated (Refer to screen immediately below). 498 Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 4. Click View Report. Web Report displays the Port Usage By Port Report. CHAPTER 14 - OPTIONAL MODULES 14 Creating a Port Usage By Company Report The Port Usage By Company report details port usage by company. Telephony Office-LinX Server Configuration Guide To generate a Port Usage By Company Report: 1. Click on System Activity in the lefthand pane and select Port Usage By Company from the dropdown list. The Port Usage By Company screen appears: 499 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 2. Using the From and To fields, state the dates for which you want reports generated (Refer to screen immediately below). Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 3. Click View Report. A report such as the example below is displayed: Creating a Port Usage By Usage Report 500 CHAPTER 14 - OPTIONAL MODULES 14 The Port Usage By Usage Report details port usage by usage. Each port is reported on in one-hour increments. Telephony Office-LinX Server Configuration Guide To generate a Port Usage By Usage Report: 1. Click on System Activity in the lefthand pane and select Port Usage By Usage from the dropdown list. The Port Usage By Usage screen appears: 2. Using the From and To fields, state the dates for which you want reports generated (Refer to screen immediately below). 501 CHAPTER 14 - OPTIONAL MODULES 14 Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. Telephony Office-LinX Server Configuration Guide NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 502 3. Click View Report. A report such as the example below is displayed: CHAPTER 14 - OPTIONAL MODULES 14 Generating a Caller ID Report The Caller ID report provides detail on Caller ID. Telephony Office-LinX Server Configuration Guide To generate a Caller ID Report: 1. Click on System Activity in the lefthand pane and select Caller ID from the dropdown list. The Caller ID screen appears: 2. From the Company dropdown list, select the company for which you want to see report information. 503 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 3. Using the From and To fields, state the dates for which you want reports generated (Refer to screen immediately below). 504 Dates may be entered manually, via a calendar generated by the associated ellipsis buttons, or by clicking on the This week / This month buttons. NOTE: The This week / This month buttons will start on the1st of the month and end on the current day, not the final day of the month. 4. From the Mailbox dropdown list, select a mailbox. 5. In the Prefix field, enter a telephone prefix number if you want to generate a report based on a specific prefix. For example, if you enter the prefix 613, Web Report will generate a report that displays numbers that begin with the prefix 613. 6. Click View Report. Web Report displays the Caller ID Report. CHAPTER 14 - OPTIONAL MODULES 14 WAP Telephony Office-LinX Server Configuration Guide Introduction to WAP The Wireless Application Protocol (WAP) is the world standard for the presentation and delivery of wireless information and telephony services on mobile phones and other wireless devices. WAP introduces the concept of the Internet as a wireless service platform. By addressing the constraints of a wireless environment, and adapting existing Internet technology to meet these constraints, WAP has succeeded as a standard that scales across a wide range of wireless devices and networks. Telephony Office-LinX is WAP-capable, allowing users to access their messages via a WAPenabled mobile device. Using the WAP client, users can receive text, voice, and fax messages, create new messages, and set their location. WAP bridges the gap between the mobile world and the Internet as well as corporate intranets and offers the ability to deliver an unlimited range of mobile value-added services to subscribers—independent of their network, bearer, and terminal. Mobile subscribers can access the same wealth of information from a pocket-sized device as they can from the desktop. WAP also defines a wireless application environment (WAE) aimed at enabling operators, manufacturers, and content developers to develop advanced differentiating services and applications, including a microbrowser, scripting facilities, email, World Wide Web (WWW)– to-mobile-handset messaging, and mobile-to-telefax access. Based on the Internet model, the wireless device contains a microbrowser, while content and applications are hosted on Web servers. 505 CHAPTER 14 - OPTIONAL MODULES 14 Benefits of WAP Telephony Office-LinX Server Configuration Guide Operators For wireless network operators, WAP promises to decrease churn, cut costs, and increase the subscriber base both by improving existing services, such as interfaces to voice-mail and prepaid systems, and facilitating an unlimited range of new value-added services and applications, such as account management and billing inquiries. New applications can be introduced quickly and easily without the need for additional infrastructure or modifications to the phone. This allows operators to differentiate themselves from their competitors with new, customized information services. WAP is an interoperable framework, enabling the provision of end-to-end turnkey solutions that will create a lasting competitive advantage, build consumer loyalty, and increase revenues. Content providers Applications will be written in wireless markup language (WML), which is a subset of extensible markup language (XML). Using the same model as the Internet, WAP will enable content and application developers to grasp the tag-based WML that will pave the way for services to be written and deployed within an operator's network quickly and easily. As WAP is a global and interoperable open standard, content providers have immediate access to a wealth of potential customers who will seek such applications to enhance the service offerings given to their own existing and potential subscriber base. End users End users of WAP benefit from easy, secure access to relevant Internet information and services such as unified messaging, banking, and entertainment through their mobile devices. Intranet information such as corporate databases can also be accessed via WAP technology. Because a wide range of handset manufacturers already supports the WAP initiative, users have significant freedom of choice when selecting mobile terminals and the applications they support. Users are able to receive and request information in a controlled, fast, and low-cost environment, a fact that renders WAP services more attractive to consumers who demand more value and functionality from their mobile terminals. 506 CHAPTER 14 - OPTIONAL MODULES 14 Wireless Application Protocol (WAP) The request from the mobile device is sent as a URL through the operator's network to the WAP gateway, which is the interface between the operator's network and the Internet. Telephony Office-LinX Server Configuration Guide Architecture of the WAP Gateway 507 CHAPTER 14 - OPTIONAL MODULES 14 WDP Telephony Office-LinX Server Configuration Guide The WAP datagram protocol (WDP) is the transport layer that sends and receives messages via any available bearer network, including SMS, USSD, CSD, CDPD, IS–136 packet data, and GPRS. WTLS Wireless transport layer security (WTLS), an optional security layer, has encryption facilities that provide the secure transport service required by many applications, such as ecommerce. WTP The WAP transaction protocol (WTP) layer provides transaction support, adding reliability to the datagram service provided by WDP. WSP The WAP session protocol (WSP) layer provides a lightweight session layer to allow efficient exchange of data between applications. HTTP Interface The HTTP interface serves to retrieve WAP content from the Internet requested by the mobile device. WAP content (WML and WMLScript) is converted into a compact binary form for transmission over the air. The WAP microbrowser software within the mobile device interprets the byte code and displays the interactive WAP content. 508 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide Telephony Office-LinX requirements for WAP Requirement Component Specifications Mobile Device WAP-enabled Fully Qualified Domain Name FQDN dedicated to WAP access UMSentinel Must be registered for WAP Desktop Capabilities Each user using WAP must be licensed for Unified Messaging EEnsure that each intended user of WAP services is registered as a Unified Messaging user, by checking in the Mailbox > Advanced tab for each user. Customizing the URL for WAP content Competency with both IIS 5.0 and DNS is required to setup the WAP URL and content. By default, WAP content is installed in a virtual directory under the UC virtual directory. As a result, WAP content is accessed via the URL: http://servername/UC/wapclient You may want to alter this configuration and make WAP content available from a customized URL. For example: http://wap.companyname.com To accomplish this, contact your Web Administrator on how to setup Host Headers, or refer to Microsoft documentation for more information. 509 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide Creating a Custom MMC Snap-In 510 When you access Telephony Office-LinX for the first time, you do not have access to any of the application screens. To manage Telephony Office-LinX and its associated components, you must use the Microsoft Management Console to create special tools to delegate specific administrative tasks to users or groups and specify the snap-in applications and services that you want to maintain. To create a Custom MMC Snap-In: 1. Select Start > Run. The Run dialog box appears. 2. Enter MMC and click OK. The Console1 screen appears: CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 3. Click Console > Add/Remove Snap-in. The Add/Remove Snap-in dialog box appears: 511 CHAPTER 14 - OPTIONAL MODULES 14 Telephony Office-LinX Server Configuration Guide 4. Click the Add button. The Add Standalone Snap-in dialog box appears. 5. Highlight the Telephony Office-LinX Admin and click Add. The Admin is pasted to the Add/Remove Snap-in dialog box. 6. Highlight Services and click Add. The Services dialog box appears. 7. Select Local computer and click Finish. Close the Add Standalone Snap-in dialog box. 8. Click OK. The Login Information dialog box appears: 9. In the User Name field, enter your user name. 10. In the Password field, enter your password. 512 CHAPTER 14 - OPTIONAL MODULES 14 11. From the UM Server Name (IP Address) dropdown llist, select the IP address. Telephony Office-LinX Server Configuration Guide NOTE: The user name and password will allow you to access Telephony OfficeLinX. The default password for the supervisor is 9999. While this level allows routine maintenance to the system, it does not allow access to the parameters screen. 12. Click OK. The Administration console. 13. Click Console > Save. 513 Telephony Office-LinX Server Configuration Guide CHAPTER 14 - OPTIONAL MODULES 14 514 A Voice Menu: DTMF Key Parameters APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Actions Telephony Office-LinX Server Configuration Guide Below is a list of action commands you can define in a voice menu when customizing call flows for callers. 516 Ask Password This action prompts the caller for a pre-defined static password before it allows the caller to proceed to a defined sub menu. You define a static password and the sub menu to take the caller once they are verified. The password can be solely numeric or alphanumeric. NOTE: The caller is given three (3) opportunities to enter a correct access code before the system terminates the connection. Field Function Password Pre-defined static password Next Sub Menu Indicates which sub menu to proceed to APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Ask Pin Number Telephony Office-LinX Server Configuration Guide This action prompts the caller to enter their PIN number. That done, the system will verify the number against the pin number table in the routing tables. If verified, you can route the caller to a specific sub menu for custom processing. When configuring this action you define the sub menu number the caller is to be taken and the phrase you want played when prompting said caller to enter a number. HINT: Enter a phrase number in the box labeled “Action Phrase.” Enter a menu number in the box labeled “Invalid.” Field Function Next Sub Menu Indicate which sub menu the caller is to be directed. Phrase The phrase you want the system to play when prompting the caller to enter a number No. of Retries Number of times a caller may attempt to enter a PIN before being disconnected Ask Question This action is used for a Q & A script. It enables you to ask the caller a question and record their response. You can "daisy-chain" several Qs and As together, as well as define where and to which mailboxes the answers should be recorded. You define the sub menu to take the caller once they answer the question, the mailbox to record that specific question, and the number of questions that will be asked in order to 517 APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Telephony Office-LinX Server Configuration Guide gather them as one answer. 518 HINT: Enter a submenu number (or select from the dropdown list) in the field labeled "Next Sub Menu." Enter a mailbox number (or select from the dropdown list) in the field labeled "Mailbox." Enter a phrase number (or select from the dropdown list) in the field labeled "Phrase." Beep Caller Phone Number This action behaves like Send Beeper Message, an action that is available in all mailboxes. A caller selecting this option is prompted to enter his/her phone number using the telephone keypad. The DTMF digits that are entered are then sent to the user's alphanumeric pager. NOTE: The user must have an alphanumeric pager that is configured in the Notification section of the user's mailbox. APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Call Mailbox Telephony Office-LinX Server Configuration Guide This action allows you to transfer a caller to a specific mailbox. Field Function Mailbox Mailbox to which the caller is to be sent. Language The language you want the system to play when greeting the caller. Disconnect This action disconnects the caller from the TOLEE system. Get Destination from DB This action is associated to the desktop call control Active X. It asks the caller for their number or pin code and sends the call information to the Active X that has pre-defined actions and an integration setup. Field Function Pin Number PIN the caller must enter in order to continue. Phrase The phrase you want the system to play when prompting the caller to enter a number. No of Retries Number of attempts a caller is permitted before being disconnected by the system. 519 APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Get Transfer Mailbox Telephony Office-LinX Server Configuration Guide This action allows callers to transfer directly from within the voice menu to a desired extension. When a caller selects this option from a voice menu, a second prompt, which must be recorded beforehand, should tell callers to “Enter the extension number of the person that you wish to speak with.” The system then transfers the caller to the desired extension. 520 Field Function Phrase A custom phrase that plays for the request. APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Get Transfer Phone Number Telephony Office-LinX Server Configuration Guide The Get Transfer Phone Number action prompts the caller for a phone number so it can transfer the live call off site. HINT: Enter a prefix (may be required to grab an outside line) in the field provided. Field Function Prefix A prefix that enables the call. Page Current Mailbox This action allows the caller to page a specific mailbox user. Field Function Mailbox Mailbox number to be paged. 521 APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Record Conversation Telephony Office-LinX Server Configuration Guide This action allows a caller to send a recorded conversation to a specific mailbox. 522 Send Predefined Fax Using this action, you can allow a caller to send a predefined fax. Field Function Next Sub Menu The sub menu to which the caller is to be directed. Document Document (defined numerically) to be faxed. Send Requested Fax Using this action, you can allow a caller to send a requested fax. Field Function Next Sub Menu Document (defined numerically) to be faxed. APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Send to Directory Telephony Office-LinX Server Configuration Guide This action sends the call to the company directory, where users can either speak or enter the name of the user they are searching for. 523 APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Send to Express Voice Mail This action defines a mailbox to which the caller may send express messages. The caller hears the user’s name and a beep. Telephony Office-LinX Server Configuration Guide You can define a mailbox and a specific language to service the caller. 524 Field Function Mailbox The mailbox to which are sent express messages Language Indicate the language to use to service the caller Send to Phone Number This action allows a caller to be sent to a specific phone number. Field Function Country The country to which the call is to be made. Area/City Code Relevant area/city code. Number Seven-digit phone number to be called. PBX Node System’s PBX node through which the call is to be directed. APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Send to Voice Menu Telephony Office-LinX Server Configuration Guide This action sends the user to a completely different voice menu for further processing. By default, it will take the caller to the first sub menu in the new voice menu. Field Function Next Voice Menu Indicates to which next voice menu the caller will proceed Send to Login This sends the caller into login mode and requests their user number and password so that they can be logged into the system as a subscriber. Field Function Mailbox The mailbox to log this user into. NOTE: If you specify a mailbox, it will only request their password. Callers are allowed to access mailboxes to retrieve and send messages. The caller is asked to enter the mailbox number to be transferred to and then asked to enter the mailbox password to retrieve messages. Send to Main Greeting This action sends the call to the main company greeting. 525 APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Send to Operator This action sends the call to the system defined operator or the personal operator defined in the mailbox associated with this voice menu. Telephony Office-LinX Server Configuration Guide Send to Requested Mailbox 526 This action prompts the caller for a mailbox. Once entered, it takes the caller directly to the active voice mail greeting for that mailbox. NOTE: You can define a language to play back the greeting. The language choice must be recorded by the user in order for it to operate properly. APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Send to Requested Voice Mailbox Telephony Office-LinX Server Configuration Guide The caller is prompted for a mailbox. Once the caller inputs the mailbox number, the system takes the caller directly to the active voice mail greeting for that mailbox. Field Function Language The language in which the greeting is played NOTE: The language choice must be recorded by the user in order for it to operate properly Send to Sub Menu A sub-menu can be defined within this voice menu to which the caller can be sent for further processing. Field Function Next Sub Menu Indicates the next sub menu the caller will reach 527 APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Send to Voice Menu Telephony Office-LinX Server Configuration Guide This action allows the user to be sent to a completely different voice menu for further processing. By default, it will take the caller to the first sub menu in the new voice menu. Field Function Next Voice Menu Indicate the next voice menu the caller will reach Send to Voice Mail The caller is sent directly to the defined mailbox’s active greeting (the transfer attempt is skipped). NOTE: Use this option to play the No Answer or Gone Home greeting of the mailbox that the voice menu is configured on. This option plays the greeting and then a trailer message (MESS080.VOX) that informs the caller to record his/her message after the tone and to press # when finished for more options. Field Function Mailbox Indicates the mailbox that the caller is to be forwarded to for active greeting Language Language used to play back the greeting. NOTE: The language choice must be recorded by the user in order for it to operate properly. 528 APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS A Send to Voice Mail Record Tone Use this option to go directly to the tone to begin recording a message in the mailbox. This option does not play another greeting before the caller hears the tone to begin recording. Telephony Office-LinX Server Configuration Guide Play Date and Time Use this option to play date, time, or both. The user can select from a number of languages. 529 APPENDIX A - VOICE MENU: DTMF KEY PARAMETERS Telephony Office-LinX Server Configuration Guide A 530 B Customize TUI: DTMF Key Parameters APPENDIX B - CUSTOMIZE TUI: DTMF KEY PARAMETERS B Actions Telephony Office-LinX Server Configuration Guide The following table contains the actions that can be mapped to each DTMF key in a customized TUI: 532 Action This action allows the user to... Active Features list all active features that are turned on for their mailbox Add Distribution List create a distribution list Add Distribution List Member add members to a distribution list Add Notification Schedule add a notification schedule over the phone Add Recipient add a recipient to a message yet to be sent Append to Recorded Message add another message to an already recorded message Auto Forward Message pre-set a forwarding recipient for all messages Auto Play play messages sequentially, without breaks Browse Folder select a folder to go to and listen to the stored messages Call Back to Sender call back the sender of the current message Call Contact call a specific contact Cancel Message and Exit cancel message and exit system Change Availability change their availability Change Future Delivery Date/Time change the default future message delivery date/time Change Location change their current location Choose TTS Language verify/change the current text-to-speech language Clear Mass Recall reset the message recall notification Clear Numeric Password reset the numeric password to the system default (1111) Clear Voice Password reset the voice password to the system default Define Default Fax Address define a default fax address to send fax messages to Delete Distribution List delete a distribution list Delete Distribution List Member delete a member from a distribution list APPENDIX B - CUSTOMIZE TUI: DTMF KEY PARAMETERS Telephony Office-LinX Server Configuration Guide B Action This action allows the user to... Delete Message delete active message they are listening to Delete Notification Schedule delete a notification schedule Delete Recipient delete a message recipient Deliver Now deliver a message immediately Disconnect disconnect the session and hangs up Forward Message prompt the user for a mailbox to forward a message to as well as to turn it on or off Keep Future Delivery Date/Time maintain the future message delivery date/time Listen to Distribution List play back the active distribution list you are editing Listen to Notification Schedule play back the active notification schedule you are editing or creating Listen to Numeric Password play back your numeric password Listen to Recipients listen to a list of all message recipients Listen to Voice Password play back the voice password Make Caller ID Active Address make the caller ID the caller’s active address Mark Message Unread/Read mark a message as read or unread Modify Distribution List make changes to a distribution list Modify Notification Schedule make changes to a notification schedule Move Message to Another Folder move a message to another folder Print Fax send a message to a fax machine Recall Caller retrieve a caller from voicemail Record Busy Greeting record a greeting that plays whenever they are busy Record Customised Greeting record an unique greeting Record Internal Busy Greeting record a busy greeting that plays to internal callers only Record Internal Personal Greeting record a personal greeting that plays to internal callers only Record Internal Unavailable Greeting record a greeting that plays to internal callers only when the user is unavailable Record Location Greeting record a specific location greeting 533 APPENDIX B - CUSTOMIZE TUI: DTMF KEY PARAMETERS Telephony Office-LinX Server Configuration Guide B 534 Action This action allows the user to... Record Name Greeting record the mailbox username that is used in directory and transfer options Record Personal Greeting record the greeting that is used to greet the caller when the user does not answer the call Record Unavailable Greeting record the greeting that is used whenever they are unavailable Reply to All Recipients reply to the message sender and all others included (CCs) Reply to Sender Only reply to the message sender Rerecord List Name rerecord a distribution list name Rerecord Message re-record a message Return to Auto Attendant return to the auto attendant Review Availability and Location verify/review their availability Review Contacts review their contacts Review Distribution List Members review all members that are on the distribution list Review List Name review the distribution list name Review Message review a read message Review Recorded Message review the message that has been recorded Rewind Message rewind a message partially or to the beginning Save Recorded Message in Draft and Exit save a recorded messages in draft and exit the system Send A Message send the message Send Recorded Message send the message that has been recorded Send Recorded Message In Future send a recorded message at a later date Send to Sub Menu go to a defined sub-menu in the customized TUI Send to Tutorial go to the tutorial Set Numeric Password set their numeric password with a confirmation of the change or creation Set Voice Password create and set their voice password APPENDIX B - CUSTOMIZE TUI: DTMF KEY PARAMETERS Telephony Office-LinX Server Configuration Guide B Action This action allows the user to... Set Wakeup Call define a time and date as well as snooze intervals so the system will call at a specific time Skip to Next Message without changing Read Status go to the next message without changing the status of the already read message Skip to Previous Message skip to the previous message Skip to Previous Message without changing Read Status skip to the previous message without changing the Read status of the current message Skip/Save skip from the current message to the next, saving the current message Time And Date Stamp play back the time and date information of the current mailbox Toggle Certified Flag toggle the certified flag for a message Toggle Confidential Flag toggle a message as confidential Toggle MassRecall toggle a message and flag it for Mass Recall Toggle Urgent Flag toggle a message and flag it as urgent (for follow-up purposes) Transfer to Mailbox transfer to the mailbox Transfer to Operator transfer to the operator Turn Call Forwarding On/Off turn the forwarding action on or off based on the active status Turn Call Queuing On/Off turn queuing action on or off based on the active status Turn Call Screening On/Off turn call screening action on or off based on the active status Turn Notification Schedule On/Off turn the notification schedules on or off based on the active status Turn Pre Paging On/Off turns the pre-paging action on or off based on the active status Turn Post Paging On/Off turns the post-paging action on or off based on the active status 535 APPENDIX B - CUSTOMIZE TUI: DTMF KEY PARAMETERS Telephony Office-LinX Server Configuration Guide B 536 C Worksheets APPENDIX C - WORKSHEETS C Worksheets Telephony Office-LinX Server Configuration Guide Before beginning the configuration of Telephony Office-LinX, ensure that the worksheets provided are completed. These worksheets help to verify telephone system parameters, prepare the User Directory, identify company business hours, write scripts for the company greetings, and specify the features for most Users. Transfer Parameters Transfer options are located in properties for the PBX under the Transfer Tab. Blind Transfer Protocol: Default: &, Supervised Transfer Protocol: Default: &, No Answer Release Default: &, Busy Release Default: &, 538 Sequence to place caller on Hold and perform a blind transfer - This parameter instructs Telephony Office-LinX on the sequence it should follow to place a caller on hold before attempting a transfer to the operator. If this parameter is left blank, the setting in parameter 162 (sequence to place caller on hold) will be used. The following Special Characters may be used (& - Flash Hook and , - Pause). Enter the Value Sequence to place caller on Hold and perform a supervised transfer - This parameter instructs Telephony Office-LinX on the sequence it should follow to place a caller on hold before attempting a transfer. The following Special Characters may be used (& - Flash Hook and , - Pause). Enter the Value Sequence to return to caller in the event of a no-answer. This parameter instructs Telephony Office-LinX on the sequence it should follow to get a caller back when it encounters a no-answer condition. The following Special Characters may be used (& - Flash Hook and , - Pause). Enter the Value Sequence to get caller back in the event of a busy - This parameter instructs Telephony Office-LinX™ on the sequence it should follow to get a caller back when it encounters a busy condition. The following Special Characters may be used (& - Flash Hook and , - Pause). Enter the Value here:__________ here:__________ here:__________ here:__________ APPENDIX C - WORKSHEETS C Handsfree Announce Protocol Enter the Value Default: <blank> Sequence to connect a call - If your telephone system requires a connect code (a code that must be dialed when connecting a transferred call), here is where you would define it. The following Special Characters may be used (& Flash Hook and , - Pause). Default Rings Number of rings before system returns a no answer. Enter the Value Telephony Office-LinX Server Configuration Guide Default: 3 here:__________ here:__________ Message Light Parameters Message Light Parameters are located in the PBX properties under the Message Lights Tab. Message Light ON Code This is the dialing string to activate the message waiting lamp. Place an E where the Extension number would be in the string. Enter the Value Message Light OFF Code: Enter the Value This is the dialing string to deactivate the message lamp. Place an E where the Extension number would be in the string. here:__________ here:__________ 539 APPENDIX C - WORKSHEETS C Paging Parameters Paging Parameters are located in the properties for the Company under the Advanced Tab. Telephony Office-LinX Server Configuration Guide Paging Access Code Paging Release Code Paging Delay This is the sequence to place a caller on hold and access the intercom paging system, if applicable. Enter the Value This is the sequence to get the caller back after performing intercom paging, if applicable. Enter the Value This is the time the system will wait after paging before the call will be transferred. Enter the Value here:__________ here:__________ here:__________ Call Options Parameters Call Option Parameters are located in the properties for the Company under the Call Options Tab. Minimum Message Length Identifies the minimum message length for messages, in seconds. Enter the Value here:__________ Default: 0 Feature Group Parameters Ask for Password: When the user accesses their mailbox, a password is required to access messages and features. This parameter activates the password protection. NOTE: This parameter is also used for SMDI. 540 Enter the Value here:__________ APPENDIX C - WORKSHEETS C Inband Signaling Parameters Inband Parameters are located in the Properties for the PBX under the Inband Tab. Integration= Tells Telephony Office-LinX that the telephone switch being integrated uses inband signaling. Enter the Value The time that Telephony Office-LinX waits to hear incoming inband signals. If no signals are heard in this time, Telephony Office-LinX™ forwards to the Main Greeting. Value is specified in miliseconds. Enter the Value Enter the Value Default: 20 Identifies the maximum number of digits that the phone switch will send. C.O. Digits Length The number of digits sent to identify the incoming C.O. line. Enter the Value Telephony Office-LinX Server Configuration Guide Normal here:__________ Default: Normal Inband Signaling Delay Default: 2000 Inband Digits Default: 3 Caller ID Length No Answer Record Conversation here:__________ here:__________ The number of digits sent in Caller ID for inband calling. Default: 10 Login Here:__________ Enter the Value here:__________ The code sent by the switch to automatically Login to a mailbox to access messages and features. This is also known as “Auto Station Login". Enter the Value The inband signal sent by the telephone switch to indicate a no-answer condition on an internal call. This code will tell Telephony Office-LinX to send the caller to the Mailbox Greeting. Enter the Value A code sent by the telephone system to allow for the recording of conversations in session. Enter the Value here:__________ here:__________ here:__________ 541 APPENDIX C - WORKSHEETS C Busy Telephony Office-LinX Server Configuration Guide C.O. Call 542 Invalid Not Defined Refresh Message Lights The inband signal sent by the telephone switch to indicate a busy condition on an internal call. This code will tell Telephony Office-LinX to send the caller to the Mailbox Greeting. Enter the Value Identifies What C.O. line that an inbound call has come in on. This code is only used for switches that have C.O. line identification. Enter the Value The code that forces Telephony Office-LinX to go on hook. If your phone switch sends ‘garbage’ codes to Telephony Office-LinX™ to check line status, you may enter these codes here to indicate a hang-up condition. Enter the Value Parameters have not been defined. Value entered here will establish the default value. Enter the Value Checks/updates message lights according to user settings. Enter the Value here:__________ here:__________ here:__________ here:__________ here:__________ APPENDIX C - WORKSHEETS C User Directory EXT Feature Last Name Group First Name Department Telephony Office-LinX Server Configuration Guide MBX # 543 APPENDIX C - WORKSHEETS C NOTE: If this information is compiled in a .csv file, it can be imported using Telephony Office-LinX Server Configuration Guide LDAP. Please refer to Chapter 14 of the Server Configuration Guide. 544 NOTE: Make photocopies of the preceding page if more users are required. Business Hours APPENDIX C - WORKSHEETS Telephony Office-LinX Server Configuration Guide C Company Greetings Script DESCRIPTION PROMPT # WRITTEN SCRIPT ** (Be sure to get all scripts approved before recording) Morning Greeting (Midnight to Noon). Afternoon Greeting (Noon to 6PM) Evening Greeting (6PM to Midnight) Closed Greeting (When Business Hours = Closed) NOTE: If the company is only open until 5:00 PM, the Closed greeting begins to play at 5:00 PM. The Evening Greeting is never played. 545 APPENDIX C - WORKSHEETS C Voice Menu Worksheets Use the worksheets below to design your voice menus. Telephony Office-LinX Server Configuration Guide Menu # Option Password Next Menu Mailbox Question 1 2 3 4 5 6 7 8 9 0 # * D Phrase/Question # ______: _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________ NOTE: Make photocopies of this page if more users are required. 546 Prompt Telephony Office-LinX Server Configuration Guide APPENDIX C - WORKSHEETS C 547 Telephony Office-LinX Server Configuration Guide APPENDIX C - WORKSHEETS C 548 D IVR ActiveX APPENDIX D- IVR ACTIVEX D Overview Telephony Office-LinX Server Configuration Guide The Telephony Office-LinX software provides a connection to an IVR ActiveX object for extending the functionality of the voice server. Through this connection, calls can be directed to specific mailboxes and the voice server can be instructed to act on them. 550 How it works This ActiveX object runs as a state machine, pushed initially by Telephony Office-LinX from Voice Menu. Once started, IVR ActiveX performs according to its own logic. When it needs Telephony voice functionality, IVR communicates with Telephony Office-LinX through the function GetDestination() by passing XML-like commands to Telephony Office-LinX (play a voice file, retrieve DTMF digits, etc). What you need to do The developer of this ActiveX object needs only to fill in his logic in the internal private function InterStateMachine() as a state machine. You can also modify MakeCtrlKeyTag(), which produce control keys. APPENDIX D - IVR ACTIVEX D Private functions Whenever ActiveX needs a service from Telephony Office-LinX such as Play or Record, it will send an XML-like command to Telephony Office-LinX. Telephony Office-LinX Server Configuration Guide The following private functions help make this XML string: PlaySalutation() This function plays specific company salutations and recieves DTMF digits: # Parameters Parameter Description Type 1 SalNum Company Salutation Number needs to be played String (input) 2 NextInternalState The next state number to go after play finishes. String (input) 3 Param The specification of recieving digits. tParamGetDigits (input) 4 BWithDigit Whether to recieve digits or not after play. Required as a rule. Boolean (input) PlaySysPrompt() This function plays specific system prompts and recieves DTMF digits: # Parameters Parameter Description Type 1 SysPromptNum System prompt number needs to be played String (input) 2 NextInternalState The next state number to go after play finishes String (input) 3 Param The specification of getting digits tParamGetDigits (input) 4 BWithDigit Whether to recieve digits or not after play. Required as a rule.. Boolean (input) 551 APPENDIX D- IVR ACTIVEX D PlayMbxGreeting() Telephony Office-LinX Server Configuration Guide This function plays specific mailbox greetings and recieves DTMF digits: 552 # Parameters Parameter Description Type 1 MbxNo Mailbox number whose greeting you want to play. String (input) 2 GreetingNum What kind of Mailbox greeting to play. The naming convention is following the enumerator eMbxGreetingType. String (input) 3 LangNum What language greeting to play.The naming convention is following the enumerator eLanguages. If 0, the system current active language is used. String (input) 4 NextInternalState The next state number after play finishes String (input) 5 Param The specification of retrieving digits tParamGetDigits (input) 6 BWithDigit Whether to recieve digits or not after play. Required as a rule. Boolean (input) PlayFile() This function plays specific voice files and recieves DTMF digits: # Parameters Parameter Description Type 1 FileName Full path name of voice file. String (input) 2 VoxFormat Format of the voice file eVoiceFormatTypes (input) 3 NextInternalState The next state number after play finishes String (input) 4 Param The specification of recieving digits tParamGetDigits (input) 5 BWithDigit Whether to recieve digits or not after play. Required as a rule. Boolean (input) APPENDIX D - IVR ACTIVEX D PlayTTS() This function plays specific text using TTS based on system voice format and recieves DTMF digits. Telephony Office-LinX Server Configuration Guide TTS should by now have been installed and properly configured. # Parameters Parameter Description Type 1 SpeechText Text needs to be played with TTS String (input) 2 LangNum In which language it will be played. If 0, the system current active language is used. ELanguages (input) 3 NextInternalState The next state number to go after play finishes String (input) 4 Param The specification of retrieving digits tParamGetDigits (input) 5 BWithDigit Whether to retrieve digits or not after play. Required as a rule. Boolean (input) PlayDateTime() This function plays a specific date and time based on the system phrase voice format and recieves DTMF digits. TTS should by now have been installed and properly configured. # Parameters Parameter Description Type 1 StrDate Year-Month eg.: 200309 = Sept., 2003 String (input) 2 strTime Hour:Minute eg.: 13:50 String (input) 3 NextInternalState The next state number after play finishes. String (input) 4 Param The specification of retrieving digits tParamGetDigits (input) 5 bWithDigit Whether to retrieve digits or not after play. Required as a rule. Boolean (input) 553 APPENDIX D- IVR ACTIVEX D PlayFileWithCtrlKeys() This function plays a specific file using control keys (eg, fastforward, rewind, louder, softer) turned on, and recieves DTMF digits.. Telephony Office-LinX Server Configuration Guide The IVR can play Voice as well as email (plain text), but you should verify that the Telephony Office-LinX version supports TTS control keys for email play. TTS should by now have been installed and properly configured. Many control keys parameters need to be passed to Telephony Office-LinX as XML string. We can use another private function, MakeCtrlKeyTag(), to build this XML string. # Parameters Parameter Description Type 1 FileName Full path name of file to be played String (input) 2 VoxFormat Voice format of the file eVoiceFormatTypes (input) 3 LangNum In which language it will be played eLanguages (input) 4 bEmail Is this file email text or Voice? Boolean (input) 5 StrTextPrefix Prefix text to be played before playing email body. Usually, it's Message Subject. Only when BEmail = TRUE String (input) 6 NextInternalState The next state number after play finishes String (input) 7 Param The specification of retrieving digits tParamGetDigits (input) 8 BWithDigit Whether to retrieve digits or not after play. Required as a rule. Boolean (input) ASRPlay() This function plays a voice file with speech recognition functionality. If the caller says something and Telephony Office-LinX achieves a valid result, the property IsASRResult will be set to TRUE and m_PersistData() holds the result string. If the caller presses the DTMF key or says nothing, the property IsASRResult is set to FALSE and m_PersistData() holds DTMF digits. The developer of this ActiveX object should ensure that the grammar file is created properly. 554 APPENDIX D - IVR ACTIVEX Telephony Office-LinX Server Configuration Guide D # Parameters Parameter Description Type 1 FileName Full path name of the voice file String (input) 2 VoxFormat Format of the voice file eVoiceFormatTypes (input) 3 LangNum In which language it will be played eLanguages (input) 4 Grammar Gammar is the grammar name (not the grammar filename). Example: "1_names". The function will then undertake recognition using a grammar file located in the \installdir\packages that is named "1_names.grammar" String 5 ConfTmeqYes When a caller is prompted with a yes/no question, and the ASR engine is not sure of the answer or the caller doesn't say anything, ASR will pickup whatever this parameter defines. "1" means YES, "0" means NO. String (value "1" or "0") 6 BargeIn This variable allows (or bars) the ASR subsystem to barge in on the user input. If this parameter is true and a full-duplex telephony susystem is installed, the ASR subsystem allows barging in. Otherwise, the prompt plays out completely, followed by a tone, and only then will user input be collected by the ASR engine. String (value "1" or "0") 7 BargeInConfirm If BargeInConfirm is "0", the subsystem does not barge-in during confirmations (ie, we wait for the tone to allow callers to speak the answer). Otherwise, callers can barge-in on the word(s) we are trying to confirm, even if the voice server has not finished saying them. String (value "1" or "0") 8 ASRConfirm If ASRConfirm is "0", we do not confirm caller response at all. Otherwise, we confirm only if accuracy level is lower than the global value for confirming. The default global value to confirm is 60%. String (value "1" or "0") 9 NextInternalState The next state number after play finishes String (input) 10 Param The specification of retrieving digits tParamGetDigits (input) 555 APPENDIX D- IVR ACTIVEX D GetDigits() Telephony Office-LinX Server Configuration Guide This function waits for the caller to press DTMF digits and insert it into the array m_PersistData(). You can specify where to put it into the array by specifing the value tParamGetDigits.PersistDataIndex. # Parameters Parameter Description Type 1 NextInternalState The next state number after GetDigits finishes String (input) 2 Param The specification of retrieving digits tParamGetDigits (input) GetMbxFormat() This function asks Telephony Office-LinX to get a mailbox greeting format and message format and put it into variable m_nMbxGreetVFormat and m_nMbxMsgVFormat. # Parameters Parameter Description Type 1 MbxNo Mailbox No. String (input) 2 NextInternalState The next state number after function finishes String (input) GetMsgRecInfo() This function asks Telephony Office-LinX to get all kinds of information before recording a message to the mailbox. The information includes: Message Format: m_nRecFormat Max Length(Time) of Record: m_lRecMaxTime Record File Name: m_RecFileName 556 # Parameters Parameter Description Type 1 MbxNo Mailbox No. String (input) 2 NextInternalState The next state number after function finishes. String (input) APPENDIX D - IVR ACTIVEX D RecordWithDigit() Telephony Office-LinX Server Configuration Guide This function will record a voice file according to the settings in the variables: m_nRecFormat, m_lRecMaxTime, m_RecFileName. If you want to record a message for a mailbox, you can call function GetMsgRecInfo() to prepare these variables. If you want record your own message, fill in these variables before calling RecordWithDigit(): # Parameters Parameter Description Type 1 NextInternalState The next state number after function finishes String (input) 2 Param The specification of retrieving digits tParamGetDigits (Input) RecordWithDigitHangup() This function will record a voice file according to the settings in the variables: m_nRecFormat, m_lRecMaxTime, m_RecFileName. This function works identically to recordWithDigit(), save that regardless of how the recording is completed - by the pressing of a key, or hanging up the phone - the voice server passes control to the IVR by calling the GetDestination() function. It is then up to the IVR to hang up the voice mail channel and finish the call. # Parameters Parameter Description Type 1 NextInternalState The next state number after function finishes String (input) 2 Param The specification of retrieving digits tParamGetDigits (Input) 557 APPENDIX D- IVR ACTIVEX D GetMsgAppendRecInfo() This function asks Telephony Office-LinX to calculate how much more a caller can append to previous recording based on m_lRecMaxTime and an existing recorded voice file. Telephony Office-LinX Server Configuration Guide Telephony Office-LinX will put the maximum appending time into the variable m_lAppendRecTime . 558 # Parameters Parameter Description Type 1 NextInternalState The next state number after function finishes String (input) AppendRecordWithDigit() This function will append a recording to a previous recording file. You must call GetMsgAppendRecInfo() in advance to determine how much you can append. You must also have called RecordWithDigit(). # Parameters Parameter Description Type 1 NextInternalState The next state number after function finishes String (input) 2 Param The specification of retrieving digits tParamGetDigits (Input) APPENDIX D - IVR ACTIVEX D AppendRecordWithDigitHangup() This function will append a recording to a previous recording file. Telephony Office-LinX Server Configuration Guide You must call GetMsgAppendRecInfo() in advance to determine how much you can append. You must also have called RecordWithDigit(). This function works identically to AppendRecordWithDigit(), save that regardless of how the recording is completed - by the pressing of a key, or hanging up the phone - the voice server passes control to the IVR by calling the GetDestination() function. It is then up to the IVR to hang up the voice mail channel and finish the call. # Parameters Parameter Description Type 1 NextInternalState The next state number after function finishes String (input) 2 Param The specification of retrieving digits tParamGetDigits (Input) 559 APPENDIX D- IVR ACTIVEX D SendRecMsgToMbx() Telephony Office-LinX Server Configuration Guide This function sends a recorded voice message to the mailbox's Inbox. You must already have called the function RecordWithDigit() to record the voice message. 560 # Parameters Parameter Description Type 1 MbxNo Mailbox No to receive the message String (input) 2 CallerExtension The internal phone extension from where this call comes, so that the message FROM field will show this extension Name.This takes priority over CallerIDName & Number String (input) 3 CallerIDName The CallerId's Name you want to show on the Message FROM field. The CallerExtension must be empty. String (input) 4 CallerIdNumber The CallerId's Number you want to show on the Message FROM field. The CallerExtension must be empty. String (input) 5 NextInternalState The next state number after this function finishes String (input) LeaveMsgToMbx() This function simulates a caller leaving a message to a Mailbox. After this function, ActiveX will pass control to Telephony Office-LinX (ie, state machine stops running). # Parameters Parameter Description Type 1 MbxNo Mailbox No to receive the message String (Input) APPENDIX D - IVR ACTIVEX D TransferToMailbox() Telephony Office-LinX Server Configuration Guide This function simulates a caller calling in Telephony Office-LinX and transfer to the Mailbox. Upon this function, ActiveX will pass control to Telephony Office-LinX (ie, state machine stops running). # Parameters Parameter Description Type 1 MbxNo Mailbox No who receive the call String (Input) SendFax() This function sends the fax to a designated fax machine. If the fax machine phone number is not provided, the system will prompt you to provide a fax number. # Parameters Parameter Description Type 1 FaxFileName Full path name of fax file to be sent String (Input) 2 FaxCountryCode Fax number's country code String (Input) 3 FaxAreaCode Fax number's area code String (Input) 4 FaxPhoneNumber Fax number's phone number String (Input) 5 NextInternalState The next state number after this function finishes String (Input) SendToVoiceMenu() This function passes control to Telephony Office-LinX by going to the submenu of the specified Voice Menu. With this, ActiveX will pass control to Telephony Office-LinX (ie, state machine stops running). # Parameters Parameter Description Type 1 MenuNo Menu No String (Input) 2 SubMenu Sub Menu Level 561 APPENDIX D- IVR ACTIVEX D SendToSubMenu() Telephony Office-LinX Server Configuration Guide This function passes control to Telephony Office-LinX by going to the submenu of the current active Voice Menu. With this, ActiveX passes control to Telephony Office-LinX (ie, state machine stops running). 562 # Parameters Parameter Description 1 SubMenu Sub Menu Level Type HoldCall() This function holds a call for a specific time period. # Parameters Parameter Description Type 1 HoldTime How long to hold (in milliseconds) String (Input) 2 NextInternalState The next state number to go after this function finishes. String (Input) HangUp() This function hangs up a call with or without playing the "Thank you for calling, goodbye" hangup salutation. # Parameters Parameter Description Type 1 bWithGreeting Play the hangup greeting or not Boolean (Input). Values are True or False. APPENDIX D - IVR ACTIVEX D DoesMbxExist() Telephony Office-LinX Server Configuration Guide This function verifies the existence of a mailbox. # Parameters Parameter Description Type 1 MbxNo Mailbox number String (Input) 2 NextInternalState The next state number after this function finishes String (Input) SetCallerId() This function sets Caller ID information on the Telephony Office-LinX side so that on a TransferToMailbox or LeaveMsgToMbx, the caller receives popup and caller ID information. # Parameters Parameter Description Type 1 CallerIDName Specify the caller Id Name String (Input) 2 CallerIDNumber Specify the caller Id Number String (Input) 3 NextInternalState The next state number after this function finishes String (Input) 563 APPENDIX D- IVR ACTIVEX D Public interface of the ActiveX Object exposed to TOL Telephony Office-LinX Server Configuration Guide GetDestination(Method) Main entry point for Telephony Office-LinX. Telephony Office-LinX passes the state number of the state machine to let ActiveX know which piece of logic should be running. The start point is usually state 1. ActiveX reports the next state number to let Telephony Office-LinX call this function to push the ActiveX state machine to roll. GetPersistDataArray(Method) ActiveX OBJDB.GetDestination maintains an array of String data for its own use. This data can be exposed to Telephony Office-LinX. PutPersistDataArray (Method) Telephony Office-LinX can set persist data to transport data to an ActiveX object. For example, when getting DTMF digits from a caller, Telephony Office-LinX can put the digit string to this persist data to inform ActiveX. TotalRetries (Property) Total retry events for a certain action. Retries (Property) Current number of retry events. If the number of re-tries exceeds TotalRetries, the ActiveX object may make its own action (such as Hangup) or go to the next state. MbxGreetingVFormat(Property) Telephony Office-LinX can put Mailbox personal greeting voice formats here. 564 APPENDIX D - IVR ACTIVEX D MbxMsgVFormat(Property) Telephony Office-LinX can put Mailbox message voice formats here. Telephony Office-LinX Server Configuration Guide RecFileName This is the file name that will be recorded. This property may be set by TOL or by ActiveX itself, depending on the logic. RecMaxTime This is the maximum time of the next recording. This property may be set by TOL or by ActiveX itself, depending on the business logic. RecFormat This is the voice format of the next recording. This property may be set by TOL or by ActiveX itself, depending on the business logic. AppendRecTime This is the appending time of the next recording. This property may be set by TOL or by ActiveX itself, depending on the business logic. IsMbxExists(Property) This is to verify the existence of the mailbox. IsASRResult(Property) This is to verify the result of ASRPlay when DTMF has been pressed or a caller has made a valid utterance. 565 APPENDIX D- IVR ACTIVEX D MsgCountString (Property) The message count information from last GetMessageCount() call. Telephony Office-LinX Server Configuration Guide ErrCode 566 TOL will return Err code to the object Get Destination’s request so that the Active X state machine can act accordingly. The codes are: IVE_OK = 0 IVR_MBXNOTEXIST = -1 IVR_WRONGVOICEMENU = -2 IVR_GENERALERROR = -100 APPENDIX D - IVR ACTIVEX D Protected (Friend) Functions Telephony Office-LinX Server Configuration Guide All protected functions can be used in the object GetDestination, as well as with clsIVRCallBack. Protected functions act similarly to private functions when used with GetDestination. Be careful to always provide NextInternalState for GetDestination. If protected functions are used in object clsIVRCallBack, a Non-Voice channel call will be generated. Be careful to never provide NextInternalState for clsIVRCallBack. MessageLight • Parameters: # Parameters Parameter Description Type 1 . CompanyId ComanyId. Not used if called from object GetDestination. Used in the object clsIVRCallBack. String (Input) 2 . MbxNo Mailbox Number on which the MWI will be turned on or off. String (Input) 3 . OnOff “ON” means turn on MWI;”OFF” String (Input), means turn off MWI. “ON” or “OFF" 567 APPENDIX D- IVR ACTIVEX Telephony Office-LinX Server Configuration Guide D 568 • 4 . ForceMWI If 1, turn on or off MWI regardless of the Unread or Read message count or feature group settings in the inbox If 0, turn on or off MWI following the feature group settings and message count in the inbox String (Input) “1” or “0" 5 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack. String (Input) Logic: This function turns on or off message light on specific mailbox. • Return Values: XML command string for TOL. SendFax • Parameters: # Parameters Parameter Description Type 1 . CompanyId CompanyId. Not used if called from object GetDestination. Used in the object clsIVRCallBack. String (Input) 2 . FaxFileName Full path fax file name to be sent String (Input) 3 FaxCountryCode Fax country code String (Input) APPENDIX D - IVR ACTIVEX Telephony Office-LinX Server Configuration Guide D • 4 . FaxAreaCode Fax area code String (Input) 5 . FaxPhoneNumber Fax phone number String (Input) 6 . ExtToSend Extension number that will be String(Input) printed on the fax, allowing it to be directed to a particular person's attention 7 . DialAsIsNumber If not empty, use this as PhoneNumber, ignoring the FaxCountryCode, FaxAreaCode, FaxPhoneNumber; If empty, use FaxCountryCode, FaxAreaCode, FaxPhoneNumber and allow voice server to apply the dialling rules, such as outcall access code, account code, international code, etc. String(Input) 8 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack. String (Input) Logic: This function sends the specified fax to designated fax machine. If called by object GetDestination and the fax machine phone number is not provided, system will prompt you to provide fax number. • Return Values: XML command string for TOL. 569 APPENDIX D- IVR ACTIVEX D CTISetPinNumber Telephony Office-LinX Server Configuration Guide • 570 Parameters: # • Parameters Parameter Description Type 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . PinNumber The pin number caller has entered String (Input) 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: This function takes the pin number pressed by the caller as the CallerId instead of real CallerId. • Return Values: XML command string for TOL. APPENDIX D - IVR ACTIVEX D CTIIndividualParkCall Telephony Office-LinX Server Configuration Guide • Parameters: # • Parameters Parameter Description Type 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Hold the call on the extension. • Return Values: XML command string for TOL. 571 APPENDIX D- IVR ACTIVEX D CTIPickupIndividualPark • Parameters: Telephony Office-LinX Server Configuration Guide # 572 • Parameters Parameter Description 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Release the call previously held on the extension. • Type Return Values: XML command string for TOL. APPENDIX D - IVR ACTIVEX D CTISetLampOn • Parameters: Telephony Office-LinX Server Configuration Guide # • Parameters Parameter Description Type 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . LampNo Indicates which button to light on the phone - applies only to some CTI modes (Teltronics) Set LampNo to 99 and it will use Multiple Message lights for Iwatsu Long (Input) 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Turn on the message light directly on the extension. • Return Values: XML command string for TOL. 573 APPENDIX D- IVR ACTIVEX D CTISetLampOff • Parameters: Telephony Office-LinX Server Configuration Guide # 574 • Parameters Parameter Description 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . LampNo Indicates which button to light on the phone - applies only to some CTI modes (Teltronics) Set LampNo to 99 and it will use Multiple Message lights for Iwatsu Long (Input) 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Turn off the message light directly on the extension. • Type Return Values: XML command string for TOL. APPENDIX D - IVR ACTIVEX D CTIPlaceCall • Parameters: Telephony Office-LinX Server Configuration Guide # • Parameters Parameter Description Type 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . Digits The phone number the extension is going to dial String (Input) 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Make a call from an Extension to a phone number. • Return Values: XML command string for TOL. 575 APPENDIX D- IVR ACTIVEX D CTIAnswerCall • Parameters: Telephony Office-LinX Server Configuration Guide # 576 • Parameters Parameter Description 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . CallId Unique Id identifying a call. Always put "0" here to let TOL to decide String (Input) “0” 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Answers a call on the Extension. • Type Return Values: XML command string for TOL. APPENDIX D - IVR ACTIVEX D CTISetDND • Parameters: Telephony Office-LinX Server Configuration Guide # • Parameters Parameter Description Type 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . Status 0 means turn off DND; 1 means turn on DND String (Input) “0” or “1” 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Turn on or off the Do-Not-Disturb status on the extension. • Return Values: XML command string for TOL. 577 APPENDIX D- IVR ACTIVEX D CTIDisplay • Parameters: Telephony Office-LinX Server Configuration Guide # 578 • Parameters Parameter Description 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . Display The string is shown on the phone display. String (Input) 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Show the string on the extension screen. • Type Return Values: XML command string for TOL. APPENDIX D - IVR ACTIVEX D CTIClearConnection Telephony Office-LinX Server Configuration Guide • Parameters: # • Parameters Parameter Description Type 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Hang up the call on the extension. Return Values: XML command string for TOL. 579 APPENDIX D- IVR ACTIVEX D CTISetForwarding • Parameters: Telephony Office-LinX Server Configuration Guide # • Parameters Parameter Description 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . FwdExtension The extension the call will be forwarded to. String (Input) 3 . FwdType Forward on which condition: Internal NA 1 External NA 2 Internal Busy 3 External Busy 4 Always 5 BusyNoAnswer 6 String (Input) 4 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Set forward to specific extension on certain conditions: -- To set all internal and external conditions, use the FwdType BusyNoAnswer and all internal and external busy and no answer will be set to the same destination. -- To Cancel Call Forwarding, pass the same FwdType , but set the destination to nothing. • Return Values: XML command string for TOL. 580 Type APPENDIX D - IVR ACTIVEX D CTIVMTransferCall • Parameters: Telephony Office-LinX Server Configuration Guide # • Parameters Parameter Description Type 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . TargetExtension The destination extension the call will be transferred to. String (Input) 3 . Mode 1 means supervised transfer 0 means blind transfer. String (Input) 4 . Timeout Length of time (in milliseconds) before call times out. String (Input) Default is “10000” - 10 seconds. 5 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: Transfer a call on the extension to another target extension. Right now only support blind transfer(Mode 0). • Return Values: XML command string for TOL. 581 APPENDIX D- IVR ACTIVEX D CTIAddNewExtension Telephony Office-LinX Server Configuration Guide • Parameters: # • Parameters Parameter Description 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . PhoneType VOICEMAIL = 1 IPVOICEMAIL = 2 TRUNK = 3 IPPHONE = 4 ANALOG = 5 SOFTPHONE = 6 HUNTGROUP = 7 PAGINGNO = 8 HCI = 9 String (Input) 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: This is just for MITAI, add the extension to the monitor list. • Return Values: XML command string for TOL. 582 Type APPENDIX D - IVR ACTIVEX D CTIRemoveExtension • Parameters: Telephony Office-LinX Server Configuration Guide # • Parameters Parameter Description Type 1 . Extension Phone Extension number that this CTI function will act on. String (Input) 2 . PhoneType VOICEMAIL = 1 IPVOICEMAIL = 2 TRUNK = 3 IPPHONE = 4 ANALOG = 5 SOFTPHONE = 6 HUNTGROUP = 7 PAGINGNO = 8 HCI = 9 String (Input) 3 . NextInternalState Used only if called from object GetDestination. Fill in empty string if called from object clsIVRCallBack String (Input) Logic: This is just for MITAI, remove the extension from the monitor list. • Return Values: XML command string for TOL. 583 APPENDIX D- IVR ACTIVEX D Example Applications (& Code Samples) Telephony Office-LinX Server Configuration Guide Don’t be overwhelmed by the apparent complexity of the sample project. Focus primarily on the two functions GetDestination() and InterStateMachine() where: • GetDestination() is the public interface for TOL to communicate with IVR ActiveX. It is used to send XML-like commands back and forth between IVR and TOL to drive the logic flow. Therefore, it is the main entry point for TOL. Public Function GetDestination(ByVal InCommand As String, ByRef OutCommand As String) As Long 'Input --- InCommand, a XML like command string to tell this ActiveX what to do '<NEXTINTERNALSTATE>1</NEXTINTERNALSTATE> 'Output --- 'OutCommand , a XML like command string to tell Voice Server what to do next 'the XML command should be documented in detail separately Dim nState As Integer On Error GoTo errhandler GetDestination = -100 '-100 --- General Error nState = Val(ExtractXMLField(InCommand, "<NEXTINTERNALSTATE>")) OutCommand = InterStateMachine(nState, InCommand) GetDestination = 0 Exit Function errhandler: GetDestination = -100 AddToLog "GetDestination", CStr(Err.Number) + " " + Err.Description End Function 584 APPENDIX D - IVR ACTIVEX D Telephony Office-LinX Server Configuration Guide You can see that the only thing this function does is to call the function InterStateMachine. The parameter InCommand contains a state number, which is provided by TOL to tell IVR ActiveX which piece of logic to visit. The detailed logic is inside the function InterStateMachine(). The parameter OutCommand is an XML-like return string from the function InterStateMachine(), which tells TOL what to do, such as Play Prompt, Get DTMF digits, etc. • InterStateMachine() is the single function that allows you to include your own logic. It is a state machine where you can provide your own logic for different state numbers. Private Function InterStateMachine(ByVal nState As Integer, ByVal strAdditionalCmd As String) As String ''This function is internal State Machine running the logic ''InterStateMachine --- Command string to ask Voice Server for help such as Play, WaitDTMF...etc. On Error GoTo errhandler Select Case nState Case 1 ‘logic piece 1 Case 2‘maybe get DTMF digits . ‘logic piece 2 . . Case else End Select End Function 585 APPENDIX D- IVR ACTIVEX D The following are code samples of the function InterStateMachine(), to help you acquire hands-on experience in writing your own logic: Telephony Office-LinX Server Configuration Guide Input Validation 586 This sample demonstrates getting access code from the user and validating it. 1. The logic flow for this sample: • User calls in, system prompts "Please enter your 4-digit validation number" • User presses the 4 digits, and if correct the system plays "Your validation number is correct" and hangsup • If the User input is incorrect, the system will ask the User to retry up to a maximum of 3 times and then hangup. NOTE: In order for this state machine to function, you must pre-record the following company salutation prompts: Sal5001 --- Please enter your 4-digit validation number. Sal5002 --- Your validation number is correct. APPENDIX D - IVR ACTIVEX D Telephony Office-LinX Server Configuration Guide Sample: Input Validation Incoming call to IVR State 1 Play prompt Sal5001.vox: “Please enter your 4 digit validation number.” No Caller presses validation number State 2 Yes Correct Play prompt Sal5002: “Your validation number is correct” State 3 Maximum retries reached? Wrong State 2 Play system prompt “Thank you for calling” and then hang up. The End 587 Telephony Office-LinX Server Configuration Guide APPENDIX D- IVR ACTIVEX D 588 Telephony Office-LinX Server Configuration Guide APPENDIX D - IVR ACTIVEX D 589 Telephony Office-LinX Server Configuration Guide APPENDIX D- IVR ACTIVEX D 590 Telephony Office-LinX Server Configuration Guide APPENDIX D - IVR ACTIVEX D 591 APPENDIX D- IVR ACTIVEX D Pharmacy Dictation Telephony Office-LinX Server Configuration Guide This sample demonstrates a typical Pharmacy dictation application. System allow caller to Record, Pause and Send a message. Caller can also play back the message, Fast forward, Rewind, Pause during playing. 592 Logic flow for this sample: User calls in, system prompts "Please enter your 4-digit access code"; User press 4 digits, if it's "1234", system thinks it's correct and play "Please record your message at the tone, press 1 to pause, any other digits to finish recording"; If it's not "1234", system will ask user to retry up to maximum 3 times and then hang up. When system asks to record, and user starts speaking something. Caller can press 1 to PAUSE and any other keys to continue after PAUSE; After recording, system asks: "To play back the message, press 1, or any other key to send the message”; Caller presses 1, system plays "System is going to play back the message, you can press 9 to fast forward, 7 to rewind, 8 to pause 4 seconds." System plays the recorded message, user can Fast forward, Rewind, Pause the play. After playing, system will start play back or send message depending on user's choice. In order for this state machine to function, you need to pre-record following company salutation prompt: Sal6001 --- Please enter your 4 digit access code. Sal6002 --- Please record your message at the tone, press 1 to pause, any other digits to finish recording. Sal6003 --- To play back the message, press 1, or any other key to send the message Sal6004 --- System is going to play back the message, you can press 9 to fast forward, 7 to rewind, 8 to pause 4 seconds. Sal6005 --- Your message has been sent. Sal6006 --- You just PAUSED Recording, you can press any digit to continue recording. Telephony Office-LinX Server Configuration Guide APPENDIX D - IVR ACTIVEX D 593 Telephony Office-LinX Server Configuration Guide APPENDIX D- IVR ACTIVEX D 594 Telephony Office-LinX Server Configuration Guide APPENDIX D - IVR ACTIVEX D 595 Telephony Office-LinX Server Configuration Guide APPENDIX D- IVR ACTIVEX D 596 Telephony Office-LinX Server Configuration Guide APPENDIX D - IVR ACTIVEX D 597 Telephony Office-LinX Server Configuration Guide APPENDIX D- IVR ACTIVEX D 598 Telephony Office-LinX Server Configuration Guide APPENDIX D - IVR ACTIVEX D 599 Telephony Office-LinX Server Configuration Guide APPENDIX D- IVR ACTIVEX D 600 E User Dictionary APPENDIX E - USER DICTIONARY E User Dictionary Telephony Office-LinX Server Configuration Guide When the TTS engine does not pronounce a word correctly, you can define the pronunciation of the word yourself in the custom user dictionary. This is located in the folder where the UC was installed. We look at the following registry setting for the path: HKEY_LOCAL_MACHINE\SOFTWARE\Generic\UMS\InstallPath Every time the engine encounters the word, it will pronounce it as it was defined in the user dictionary. If you encounter an acronym in a document like ’DLL’ and you actually want the system to say ’Dynamic link Library’, you would define ’DLL’ accordingly in the user dictionary: User Dictionary [Header] Dictionary Name = Language = Algorithm = Data Type = ANSI Date= Description = User Dictionary [Data] DLL Dynamic Link Librarl P. Pee Davide David Petramala Petrammaala Adding a dictionary entry To add an entry to the user dictionary, open the dictionary .txt file. At the bottom of the [Data] section, type the keyword you want TTS to pronounce differently, followed by a 602 APPENDIX E - USER DICTIONARY E space or tab. Telephony Office-LinX Server Configuration Guide NOTE: The system recognizes the first space as the dividing line between the word you want to be pronounced differently and the "new" word. For example, if you were to enter ’P.<SPACE>Pee’ in the user dictionary, the system takes it to mean that you want any instance of ’P.’ to be pronounced as ’Pee’. Limitation Unfortunately, there are limitations to the user dictionary. For example, you can not have the system pronounce a term like ’Dynamic Link Library’ as ’DLL’. This is due to the fact that the system, as previously stated, recognizes only the first space as the dividing line between the word you want to be pronounced differently and the "new" word. The system would read your user dictionary entry in the following way: Dynamic<SPACE>Link Library DLL In cases such as this, what is to the left of the space (Dynamic) is read hereafter as ’Link Library DLL’. Obviously, this is not what is desired. 603 Telephony Office-LinX Server Configuration Guide APPENDIX E - USER DICTIONARY E 604 F CTI Configuration APPENDIX F - CTI CONFIGURATION F CTI Configuration Telephony Office-LinX Server Configuration Guide Computer Telephone Integration (CTI) combines data with voice systems in order to enhance telephone services. For example, automatic number identification (ANI) allows a caller's records to be retrieved from the database while the call is forwarded to the appropriate party. An outbound example would be automatic telephone dialing from an address list. 606 This appendix provides the typical CTI system configurations. APPENDIX F - CTI CONFIGURATION F Iwatsu You need to configure both Admin and the EEIWConfig.exe for Iwatsu CTI functionality. Telephony Office-LinX Server Configuration Guide NOTE: Refer to technical notes for PBX requirements, or contact Iwatsu America. In Admin ITEM COMMENT CTI Installed Check this box CTI Debug Mode Not used for IWSERVICE, so leave unchecked CTI Debug File Check to activate CTI log file CTI Object Debug Not used, so leave unchecked Pop Caller ID When Event If you set this parameter to True, when extension ’A’ calls extension ’B’, extension ’B’ will get a popup screen in UC Client Manager. If you set this parameter to False, no popup will occur on a call event. CTI Message Light Not used for all CTI Multiple Message Lights Not used for all CTI Automatic Extension Change If you set this parameter to True, when a mailbox user changes their default extension from internal to external, system will automatically configure phone set to forward to external number. When user changes it back to internal, system automatically cancels the phone set call forwarding feature. If this parameter is False, nothing will happen when the default extension is changed. CTI Message Light Button This field is used to indicate which button to light on the phone, used in mode Teltronics, not for IWSERVICE. Exception: a value of 99 means use Multiple Message lights for IWSERVICE. CTI Message Light Ports Enter any valid voice channel number CTI Mode Enter "IWSERVICE" CTI Server Name Not used, so leave unchecked CTI Version Not used, so leave unchecked CTI VM Group Not used, so leave unchecked 607 APPENDIX F - CTI CONFIGURATION Telephony Office-LinX Server Configuration Guide F 608 CTI First Trunk Not used, so leave unchecked Paging Zone from Not used Paging Zone to Not used Pad Extension with Combine the number defined here with the extension reported from lower level (EEVoice) as a real extension number Integration Normal So, a typical CTI configuration for the Iwatsu PBX in Admin is as follows: APPENDIX F - CTI CONFIGURATION F Telephony Office-LinX Server Configuration Guide In EEIWConfig.exe ITEM COMMENT Serial or TCP/IP Select to connect to switch either via COM port or TCP/IP Port No If TCP/IP connection, enter TCP port number. Usually, number is 8974. IP Address If TCP/IP, enter the IP address of the switch Logging Path Enter location for CTI log file Paging Zone Define paging ports so that if a call comes to this zone, no popups occur in UC Client Manager. Config File Path Define the location of the config file EEIWService.cfg. SendDelayTime Define how long to wait before software sends commands to the switch. Thus, a typical CTI configuration for the Iwatsu PBX in EEIWConfig.exe would look as follows: 609 APPENDIX F - CTI CONFIGURATION F Telephony Office-LinX Server Configuration Guide 3Com TAPI 610 ITEM COMMENT CTI Installed not used CTI Debug Mode Activate CTI log file CTI Debug File Activate the Debug Window. CTI Object Debug not used Pop Caller ID When Event not used CTI Message Light not used CTI Multiple Message Lights not used CTI Automatic Extension Change not used CTI Message Light Button not used CTI Message Light Ports not used CTI Mode not used CTI Server Name not used CTI Version not used CTI VM Group not used CTI First Trunk not used Paging Zone from not used Paging Zone to not used Pad Extension with Padding used as a prefix to an extension number. E.g., pad ’3’, extension 258 = 3258. Integration TAPI Telephony Office-LinX Server Configuration Guide APPENDIX F - CTI CONFIGURATION F 611 Telephony Office-LinX Server Configuration Guide APPENDIX F - CTI CONFIGURATION F 612 APPENDIX F - CTI CONFIGURATION F Telephony Office-LinX Server Configuration Guide Telectronics ITEM COMMENT CTI Installed checked CTI Debug Mode not used CTI Debug File Activate the CTI log CTI Object Debug not used Pop Caller ID When Event If you set this parameter to True, when extension ’A’ calls extension ’B’, extension ’B’ will get a popup screen in UC Client Manager. If you set this parameter to False, no popup will occur on a call event. CTI Message Light not used CTI Multiple Message Lights not used CTI Automatic Extension Change If you set this parameter to True, when a mailbox user changes their default extension from internal to external, system will automatically configure phone set to forward to external number. When user changes it back to internal, system automatically cancels the phone set call forwarding feature. If this parameter is False, nothing will happen when the default extension is changed. CTI Message Light Button Used to indicate which button to light on the phone. Integer format. CTI Message Light Ports Enter any valid voice channel number CTI Mode "TELETRONICS", "TELTRONICS", "VISION" CTI Server Name not used CTI Version not used CTI VM Group not used CTI First Trunk not used Paging Zone from not used Paging Zone to not used Pad Extension with Combine the number defined here with the extension reported from lower level (EEVoice) as a real extension number Integration Normal Create a new CTI serial integration device in Admin. This defines the COM port and parameters used for the voice server to communicate with the PBX for CTI commands. 613 APPENDIX F - CTI CONFIGURATION F Telephony Office-LinX Server Configuration Guide ITT 3100 ITEM COMMENT CTI Installed checked CTI Debug Mode Activate debug window CTI Debug File Activate the CTI log CTI Object Debug not used Pop Caller ID When Event If you set this parameter to True, when extension ’A’ calls extension ’B’, extension ’B’ will get a popup screen in UC Client Manager. If you set this parameter to False, no popup will occur on a call event. CTI Message Light not used CTI Multiple Message Lights not used CTI Automatic Extension Change If you set this parameter to True, when a mailbox user changes their default extension from internal to external, system will automatically configure phone set to forward to external number. When user changes it back to internal, system automatically cancels the phone set call forwarding feature. If this parameter is False, nothing will happen when the default extension is changed. CTI Message Light Button Used to indicate which button to light on the phone. Integer format. CTI Message Light Ports Enter any valid voice channel number CTI Mode "3100", "ITT" CTI Server Name not used CTI Version not used CTI VM Group not used CTI First Trunk not used Paging Zone from not used Paging Zone to not used Pad Extension with Combine the number defined here with the extension reported from lower level (EEVoice) as a real extension number Integration CTI Create a new CTI serial integration device in Admin. This defines the COM port and parameters used for the voice server to communicate with the PBX for CTI commands. 614 G soft fax APPENDIX G - SOFT FAX G Introduction Telephony Office-LinX Server Configuration Guide Soft fax, by employing a PC’s existing voice board to process fax messages, eliminates the need and the cost of a dedicated fax board. Fax messages will continue to be stored in the .tiff format, and so are accessible to all devices. 616 This appendix provides information on installing soft fax for version 7.0 of Telephony OfficeLinX and configuring the Telephony Office-LinX Administration Console. Requirements The following are the minimum requirements for soft fax: Processor P4 2.4GHz or higher Software Windows 2000 Server SP2 or higher Specifications Telephony Office-LinX conforms to the following ITU-T specifications: • V.17 -- 2-wire modem for fax applications with data rates of 14.4, 12.0, 9.6, 7.2 kbits/s • V.29 -- Fax modem with data rates of 9.6 and 7.2 kbits/s • V.27ter -- Fax modem with data rates of 4.8 and 2.4 kbits/s • V.21 channel 2 -- Used to transfer T.30 control frames • T.30 - procedures for document fax transmission in general switched telephone network APPENDIX G - SOFT FAX G PC usage: 40 MHz of CPU is used for every fax channel for send/receive functions • 100 KB of RAM is used to load the fax application on the startup of the 6510 UM • 80 KB of RAM is used for every fax channel that is actively sending or receiving faxes. Telephony Office-LinX Server Configuration Guide • 617 APPENDIX G - SOFT FAX G Telephony Office-LinX Server Configuration Guide Configuration 618 The soft fax application is loaded as part of the middleware of Telephony Office-LinX. This functionality is only activated when configured through the Telephony Office-LinX Administration console, and is licensed on the sentinel. The system will then be enabled at startup to discriminate between voice and fax calls on every channel of the system. The voice channel will detect the fax frequency and notify the application, which will then receive the fax. It is important to note that when a fax is being received, the voice channel can no longer accept a voice call until the fax call is completed. To enable Soft Fax: 1. Open the Telephony Office-LinX Administration Console. 2. Expand Configuration and highlight Fax Settings. Your fax parameters appear in the righthand pane: APPENDIX G - SOFT FAX G 3. Doubleclick on Fax Board Type (righthand pane). The Edit String dialog box appears. Telephony Office-LinX Server Configuration Guide 4. From the Value Data dropdown list, select Soft Fax: 5. Click OK. You are returned to your list of fax parameters: 6. Close the Telephony Office-LinX Administration Console. 7. Stop and restart the Telephony Office-LinX service. 619 Telephony Office-LinX Server Configuration Guide APPENDIX G - SOFT FAX G 620 H UC Utility Manager APPENDIX H- UC UTILITY MANAGER H Introduction Telephony Office-LinX Server Configuration Guide This appendix provides information on the UC Utility Manager, an automatically installed application residing in your system tray that allows you to monitor and maintain the following items: 622 • DCOM settings • registration • application services and DLL versions The UC Utility Manager allows the System Administrator to check logs and to check the status of services, as well as providing automatic DCOM configuration. The UC Utility Manager icon appears automatically in your system tray (bottomrighthand of your Windows desktop). APPENDIX H - UC UTILITY MANAGER H UC Utility Manager Opening the UC Utility Manager Telephony Office-LinX Server Configuration Guide To open the UC Utility Manager application: 1. Rightclick on the application icon in your system tray. The following menu pops up: 2. Click on UC Utility Manager. The UC Utility Manager > UC Services screen appears: Closing the UC Utility Manager To close the UC Utility Manager, select File > Close. 623 APPENDIX H- UC UTILITY MANAGER H Options Telephony Office-LinX Server Configuration Guide To access UC Utility Manager Options, rightclick on the application icon in your system tray and select Options. The Options dialog box appears: 624 UC Utility Manager allows you to toggle on and off the following options: • Run this application at startup - select this checkbox if you want the UC Utility Manager to run every time you start your PC • Do not show registration reminders - select this checkbox if you never want to be shown registration reminders • Do not show warranty reminders - select this checkbox if you never want to be shown warranty reminders APPENDIX H - UC UTILITY MANAGER H UC Services view Telephony Office-LinX Server Configuration Guide UC Services is the default UC Utility Manager view: Stopping/starting a service Using UC Utility Manager, you can stop/start any of your services. To stop a service: 1. Highlight one or more service. 2. Click on the Terminate Process button, then the Stop toolbar button. The services you have selected are stopped. To stop all services, click on the Stop All toolbar button. Starting all services To start all services, simply click on the Start All toolbar button. 625 APPENDIX H- UC UTILITY MANAGER H Versions Telephony Office-LinX Server Configuration Guide Switch the UC Utility Manager to the Versions view by clicking the Versions button: 626 The Versions view shows the name of each file needed to run Telephony Office-LinX, as well as the version, date and path of each file. APPENDIX H - UC UTILITY MANAGER H Configuring DCOM Telephony Office-LinX Server Configuration Guide To access your system’s DCOM information, click on Configure DCOM: Specify the following, if not correct: • From the Select a Domain or Computer dropdown list, select the active domain or name of the PC. • From the User dropdown list, select the user(s) who are to be given administrator rights. • In the Password field, enter the administrator/system password. • In the Confirm Password field, re-enter the administrator/system password. NOTE: The user you select must have local administrator rights. 3. Click OK, then Close. 627 APPENDIX H- UC UTILITY MANAGER H UC logs and folder Telephony Office-LinX Server Configuration Guide To view logs, select View > UC Logs. 628 Doubleclick on a .log file to view the log: APPENDIX H - UC UTILITY MANAGER H Telephony Office-LinX Server Configuration Guide To explore your C:\UC folder, select View > Explore UC Folder. 629 APPENDIX H- UC UTILITY MANAGER H Registration Telephony Office-LinX Server Configuration Guide If at any time you wish to register your product, select File > Register. The following screen appears: 1. Specify the following RESELLER information: • In the Company Name field, enter the name of the dealer’s company. • In the e-mail field, enter the dealer’s business email address. • In the Installer Name field, enter the name of the software installer. 2. Specify the following END USER information: 630 APPENDIX H - UC UTILITY MANAGER Telephony Office-LinX Server Configuration Guide H • In the Company Name field, enter the name of the end user’s company. • In the Phone number field, enter the phone number of the company administrator. • In the Contact Name field, enter the name of the company administrator. • In the e-mail field, enter the company administrator’s email address. NOTE: Entering end user information is optional. 3. In the Type of phone system field, enter the type of phone system the end user company is using. NOTE: You must enter the type of phone system. 4. Click on one of the following buttons: • Close - to close the registration window without registering • Remind Me Later - to register at a later date • Register Now - to register the product immediately NOTE: Select the Do not show this window again checkbox if you do not want to be prompted to register at a later date. 631 Telephony Office-LinX Server Configuration Guide APPENDIX H- UC UTILITY MANAGER H 632 I Web Client Preparations In This Chapter . . . Overview on page 634 Configuring your browser on page 635 Java Plug-In on page 636 Permissions on page 639 Getting Started on page 640 APPENDIX I - WEB CLIENT PREPARATIONS I Overview Web Client is a web-based interface that provides users with access to their UC account and features over the Internet. Telep hony Office-Lin X Server Configu ration Guide The following four (4) steps must be performed prior to using Web Client: 634 1. Configure the UC Server to install Web Client services 2. Configure your browser to support the UC portal for Web Client 3. Install the Java Plug-In, which allows user to listen to voice messages over the web 4. Install Permissions for Java, which allows users to record voice messages and greetings over the web APPENDIX I - WEB CLIENT PREPARATIONS I Preparations Telep hony Office-Lin X Server Configu ration Guide Configuring your browser In order for Web Client to work properly, you must be using a Windows or Linux OS along with either: • Microsoft Internet Explorer version 6.0 or later • Netscape version 6.2 or later • Firefox version 1.5 Configuring Internet Explorer To configure Internet Explorer: 1. Open Microsoft Internet Explorer. 2. Select Help > About Internet Explorer. The About Internet Explorer screen appears: NOTE: If the version number shown is less than 6.0.x, you must go to the Microsoft web site and update your browser. 3. Click OK. 635 APPENDIX I - WEB CLIENT PREPARATIONS I Configuring Netscape & Firefox To configure Netscape (prior to version 8.1): Telep hony Office-Lin X Server Configu ration Guide 1. Open Netscape. 2. Select Edit > Preferences. The Preferences screen appears. 3. Under the Advanced category, click Cache. The Cache dialog box appears in the right window. 4. Select Every time I view the page. Your Netscape browser is now configured to work properly with Web Client. NOTE: If your Netscape browser is version 8.1.x, the instructions above may be disregarded as they are no longer required. By the same token, Firefox version 1.5.x requires no special configuration to function properly with Web Client. NOTE: In the event that any difficulties arise in the use of Web Client with either Netscape or Firefox, clearing the browser cache should eliminate the problem. Java Plug-In Downloading the Java plug-in Users must install a special Java Plug-In in order to listen to voice messages using your PCs sound card. The plug-in is downloaded from the Web Client login page. To download the Java plug-in: 1. Close all running applications and open your browser. 2. Enter the IP address of the UC server in the Address field followed by /UC, then click Go. 636 APPENDIX I - WEB CLIENT PREPARATIONS I 3. On the splash selection page, click on Web Client. The Web Client login page appears. Telep hony Office-Lin X Server Configu ration Guide NOTE: See your System Administrator for the exact IP address of your UC server. 4. Click on 1 | Java Plugin. The File Download dialog box appears. 5. Click Save. The Save As dialog box appears. 6. Select a download location and click Save. Installing the Java plug-in After downloading the Java Plug-In, you can install it onto your PC. To install the Java plug-in: 1. If installing the Java plug-in immediately after downloading, click the Open button on the Download complete dialog box. If installing sometime after the download, locate the j2re_1_4_2-windows-i586.exe file on your hard drive and doubleclick. The Software License Agreement appears: 637 APPENDIX I - WEB CLIENT PREPARATIONS I Telep hony Office-Lin X Server Configu ration Guide 2. Select the I accept the terms in this license agreement, then click Next. The Setup Type screen appears: 3. Select the Typical radio button, then click Next. The installation begins. When the installation is complete, the following screen appears: 4. Click Finish. 638 APPENDIX I - WEB CLIENT PREPARATIONS I Permissions Telep hony Office-Lin X Server Configu ration Guide Downloading Permissions Permissions - along with the Java plug-in - allow you to record greetings and voice messages using your PC’s sound card. NOTE: If you are setting up Web Client at home or anywhere outside the office, the server should point to http://IP Address/UC/WebClient. To download Permissions: 1. Close all running applications and open your browser. 2. Enter the IP address of the UC server in the Address field, followed by /UC/WebClient, then click Go. 3. On the splash page, click on Web Client. The Web Client login page appears. NOTE: See your System Administrator for the exact IP address of your UC server. 4. Click on 2 | Grant Permission. The File Download dialog box appears. 5. Click Save. The Save As dialog box appears. 6. Select a location for the download and click Save. Installing Permissions Once you have downloaded the Permissions, you can install them onto your PC. To install Permissions: 639 APPENDIX I - WEB CLIENT PREPARATIONS I 1. Doubleclick on GrantPermission.exe (the installation file you downloaded). The Installing dialog box appears as the permissions begin to install. Telep hony Office-Lin X Server Configu ration Guide The Set Client-Side Permissions dialog box appears: 640 2. Enter the IP address of the UC server and click OK. A dialog box appears, confirming that permission is granted. 3. Click OK. You can now use the Record and Listen function in Web Client. Getting Started If you have just installed Java Plug-In and Grant Permissions, you will have to close all open browsers and start a new browser session for these changes to take effect. With all changes now in effect, return to the Web Client login screen, enter your Mailbox number and password to access your account. APPENDIX I - WEB CLIENT PREPARATIONS I Enabling SSL for Web Client Telep hony Office-Lin X Server Configu ration Guide Before using Web Client, it is recommended that you enable SSL on the Web Client website to ensure a secure connection. NOTE: Digital certificates encrypt data using Secure Sockets Layer (SSL) technology, the industry-standard method for protecting web communications. The SSL security protocol provides data encryption, server authentication, message integrity, and optional client authentication for a TCP/IP connection. SSL is built into all major browsers and web servers. By simply installing a digital certificate, you enable your browser’s SSL capabilities. To enable SSL for Web Client: 1. From the Windows desktop, click Start > Settings > Control Panel. 2. Doubleclick on Administrative Tools, then Internet Services Manager. The Internet Information Services screen appears. 3. Locate your Web Client web site in the left-hand pane. Now rightclick on the site entry: The Default Web Site Properties screen appears. 641 APPENDIX I - WEB CLIENT PREPARATIONS I Telep hony Office-Lin X Server Configu ration Guide 4. Click on the Directory Security tab: 642 5. Click on the Server Certificate button. The following Welcome screen appears: APPENDIX I - WEB CLIENT PREPARATIONS I Telep hony Office-Lin X Server Configu ration Guide 6. Click Next. The Server Certificate screen appears: 7. Select the Create a new certificate radio button, then click Next. The following screen appears: 643 APPENDIX I - WEB CLIENT PREPARATIONS I Telep hony Office-Lin X Server Configu ration Guide 8. Select the Prepare the request now, but send it later radio button, then click Next. The following screen appears: 644 9. In the Name field enter a name for the certificate, then click Next. 10. Specify the following: • From the Organization dropdown list, type or select your organization name. • From the Organizational unit dropdown list, type or select your department name. 11. Click Next. 12. Enter your country, state/province and city locality, then click Next. 13. Enter the file name for the request to be saved in, then click Next. A summary of the information you have entered is displayed. APPENDIX I - WEB CLIENT PREPARATIONS I Telep hony Office-Lin X Server Configu ration Guide 14. Verify that the information displayed is correct, then click Next. At this point, a private and public key for the certificate request is created. A certificate holds your name, your public key and other secondary information, all of which are signed by a Certification Authority (CA) using a private key and intergrity algorithm. The private key stays in your PC and the public key is sent to a CA. NOTE: For this example, the CA Verisign is used and only the trial version method is illustrated. It is recommended that you apply for a commercial certificate once you have decided on the CA that best suits your needs. 15. In your web browser, go to www.verisign.com 16. On the Verisign main page, click on the SSL Trial ID link. At this point, you will be prompted to enter your information. 17. When prompted for CSR (Certificate Signing Request), open the request file that you saved, then copy and paste the contents of the request file in the space provided by Verisign. Verisign will email the test server-side certificate to the address you have specified. NOTE: Begin copying the request file from the line ’Begin New Certificate Request’. 18. To ensure that the certificate you receive is Base64-encoded, create an empty file with the .cer extension, then copy and paste the contents that appear between the lines "Begin Certificate" and "End Certificate". 19. In IIS 5.0, click the Properties/Directory Security tab. 20. Click Edit Secure Communications, then click Server Certificate. 21. Select Process, then click Next. 22. Select the filename (.cer format) you created from the Verisign certification issued to you, then click Next. 23. When you have verified that the certificate overview information is correct, click Next. 24. Click Finish. Your web server certificate is installed for Web Client. 645 APPENDIX I - WEB CLIENT PREPARATIONS I Ensuring SSL requirement for Web Client Telep hony Office-Lin X Server Configu ration Guide Sometimes your URLs will be changed back to HTTP and you will be making regular, nonsecure HTTP connections. To ensure that your server requires an SSL connection for your web service at all times, you will need to specify that SSL is required on the virtual directory your service is located in. 646 To ensure SSL requirement: 1. In the IIS 5.0 Manager, rightclick the UC/Web Client virtual directory and click Properties. 2. On the Directory Security tab, click Edit Secure Communications. 3. Select Require SSL. J Domain Name System (DNS) In This Chapter... Introduction on page 648 DNS Auto Discovery Configuration on page 649 Configuring a Service: _webclient on page 649 Configuring a Service: _umst on page 653 APPENDIX J - DNS J Introduction Telephony Office-LinX Server Configuration Guide This appendix provides information on configuring the DNS (Domain Name System) Auto Discovery function as it pertains to Telephony Office LinX Enterprise Edition 7.0. This will allow the system to automatically convert host names and domain names into IP addresses on the Internet or on local networks that employ the TCP/IP protocol. 648 APPENDIX J - DNS J DNS Auto Discovery Configuration Telephony Office-LinX Server Configuration Guide NOTE: The following steps and screenshots were recorded on a Windows 2000 Server. Configuring a Service: _webclient 1. Locate your DNS/MMC snap-in via the following path: Start > Settings > Control Panel > Administrative Tools. Its precise location at this point, of course, will depend on where the System Administrator placed it. 2. Click on the DNS icon. The DNS screen appears: 3. Ensure that there is an entry for your Voice Server. 649 APPENDIX J - DNS J Telephony Office-LinX Server Configuration Guide 4. In the Tree pane (lefthand side of the screen), click on the _tcp folder. The following screen appears: 650 APPENDIX J - DNS J Telephony Office-LinX Server Configuration Guide 5. Rightclick in the righthand pane and select Other New Records... from the popup menu. The Resource Record Type screen appears: 651 APPENDIX J - DNS J Telephony Office-LinX Server Configuration Guide 6. Select Service Location and click the Create Record button. The New Resource Record screen appears: 652 • Enter _webclient in the Service: text field. • Select _tcp from the Protocol dropdown list. • The Priority:, Weight: and Port number: fields may be left as per their default values. • In the Host offering this service: text field, enter the Name value as found in Step 2. In this case, voicemail. • Click OK. APPENDIX J - DNS J Configuring a Service: _umst 1. Repeat Steps 1~5 as detailed on page 649 through page 651. Telephony Office-LinX Server Configuration Guide 2. Select Service Location and click the Create Record button. The New Resource Record screen appears: • Enter _umst in the Service: text field. • Select _tcp from the Protocol dropdown list. • The Priority:, Weight: and Port number: fields may be left as per their default values. • In the Host offering this service: text field, enter the Name value as found in Step 2. In this case, voicemail. • Click OK. The DNS Auto Discover option is now available for use with UC Client Manager. 653 Telephony Office-LinX Server Configuration Guide APPENDIX J - DNS J 654 K Print Server & Fax Jobs In This Chapter . . . Print Server on page 656 Fax Jobs on page 658 APPENDIX K -PRINT SERVER & FAX JOBS K Print Server Telep hony Office-Lin X Server Configu ration Guide Print Server enables the printing of emails in a User mailbox via the Telephone User Interface (TUI) to a fax machine. In the process, the Print Server converts the email’s text file to a .tiff file. Adding a Print Server 1. Follow the path Admin > Company > Print Server. The following screen appears: 2. Rightclick on Print Server and select New > Print Server. The Print Server dialog box appears: 3. In the Description field, enter a name for the Print Server. There are no preconditions for this value, save that it be adequately descriptive. 656 APPENDIX K - PRINT SERVER & FAX JOBSS K 4. In the Workstation Name field, enter the name of the PC where the Printer Server itself is installed. Telep hony Office-Lin X Server Configu ration Guide 5. Select the Available checkbox to enable/disable the Print Server. Your selection will be displayed in the Admin > Print Server screen as True or False. 6. The Jobs in progress field displays an integer value describing the number of print jobs currently underway. 7. Click OK. A new Print Server has been added. 657 APPENDIX K -PRINT SERVER & FAX JOBS K Fax Jobs Telep hony Office-Lin X Server Configu ration Guide The two screens belonging to Fax Jobs simply provide information to the System Administrator regarding fax jobs which have been initiated. There is no means by which user input may be made: the screens are strictly for observation. 658 1. Follow the path Admin > Company > Fax Jobs. The first of the two screens is visible: 2. The categories running along the top of the righthand pane are described as follows: • Number - the job number assigned to the fax • Sender - the individual who sent the fax • Sender Account - the PC name associated with the sender • Destination - the mailbox number to which the fax is directed • Status - the current status of the fax ( Initial / Pending / Sending / Sent / Cancelled / Failed) • Sub Status - now an obsolete indicator. Will read Initial as a rule. • Created - date and time the fax was sent • Completed - shows if the fax was received. Values are True or False. APPENDIX K - PRINT SERVER & FAX JOBSS K Telep hony Office-Lin X Server Configu ration Guide 3. Highlighting a specific fax job in the lefthand column will call up the following screen in the righthand pane: 4. The categories running along the top of the righthand pane are described as follows: • Number - the number assigned to each file • Name - the name of each file • Status - the current status of the fax ( Initial / Pending / Sending / Sent / Cancelled / Failed) • Printed - signifies if the fax is already in the .tiff format and does not require conversion. Values are True or False. • Merged - individual fax pages are combined or merged into one single file. Individual fax pages are marked as False. The file into which these fax pages have been merged is marked as True. The latter alone will be delivered. • Excluded - if a particular file cannot be converted into the .tiff format, it will be excluded from the fax. Values are True or False. 659 Telep hony Office-Lin X Server Configu ration Guide APPENDIX K -PRINT SERVER & FAX JOBS K 660 L Push Install In This Chapter... Overview on page 662 Setting Up a Push Install for UC Client Manager on page 663 Creating transformations for MSI installation on page 663 When transformations are necessary on page 663 Modifying the transformation – the Condition table on page 666 How to publish transformations for MSI installation on page 670 APPENDIX L - PUSH INSTALL L Overview Telep hony Office-Lin X Server Configu ration Guide Apush install allows the System Administratorto disseminate software across a network in a relatively straightforward manner, eliminating the need to physically visit each machine to install the software in question. 662 The following documentation outlines the steps required to configure a push install of UC Client Manager. APPENDIX L - PUSH INSTALL L Telep hony Office-Lin X Server Configu ration Guide Setting Up a Push Install for UC Client Manager Creating transformations for MSI installation In order to create a transformation for the MSI (Microsoft Installer) package, it is necessary to use a MSI editing tool that provides the required functionality. A strong example is ORCA, available as part of Windows Installer SDK (http://msdn.microsoft.com/library/ default.asp?url=/library/en-us/msi/setup/orca_exe.asp). Download and run the Windows Installer SDK; next, install the ORCA.MSI package. This will install the ORCA editor on your PC. When transformations are necessary There are two significant types of transformations you might want to apply to a MSI package: 1. Feature set to be installed 2. Default values of properties 663 APPENDIX L - PUSH INSTALL L To create a transform: Telep hony Office-Lin X Server Configu ration Guide 1. Start the ORCA editor and open the MSI package inside: 664 2. In the ORCA menu, select Transform > New Transform. From New Transform, select Transform Properties. The following screen appears: APPENDIX L - PUSH INSTALL Telep hony Office-Lin X Server Configu ration Guide L 3. In the Suppress Errors feature box, select the checkboxes as required to set transformation error handling. As a rule, you will not want to suppress any errors. 4. In the Validation feature box, select the checkboxes as required to set verification options. Note that it is worthwhile to leave the Product Version is Higher checkbox unselected. This is to ensure that the transformation be unuseable with higher versions of a product (important since higher versions might have a modified setup structure and transformations generated for the current product version may be in conflict). 5. Modify other table values in the MSI package, as required. 6. After all desired changes have been made, select Transform > Generate Transform. Enter the name of the MST file to be created. 7. Select Transform > Close Transform to save the transformation. 8. Close the current MSI file and repeat Steps 1~7 as necessary to create further transformations. 665 APPENDIX L - PUSH INSTALL L Modifying the transformation – the Condition table Telep hony Office-Lin X Server Configu ration Guide Should it be necessary to enable / disable any features being installed, an additional row will be required in the Condition table: 666 APPENDIX L - PUSH INSTALL L Telep hony Office-Lin X Server Configu ration Guide In the case of a UCM setup, all features are installed by default. Should you need to disable any of them, doubleclick in the righthand pane and insert a new row with the altered feature/s into the Condition table. For a list of available feature, please refer to the Features table below: For example, to disable the IPMODEM feature installation, you must add the following row into the Condition table: Feature = IPMODEM, Level = 0, Condition = 1 This determines that for feature IPMODEM, do not install it (level = 0) when True (condition evaluates to True). 667 APPENDIX L - PUSH INSTALL Telep hony Office-Lin X Server Configu ration Guide L 668 If the feature in question is already present in the Condition table, you must modify its current condition (in this case, setting its level = 0, and so installing IPMODEM when the condition evaluates to True). ORCA will not allow the existence of two rows for one feature in the Condition table. APPENDIX L - PUSH INSTALL L Telep hony Office-Lin X Server Configu ration Guide Another type of modification is editing the default values found in the Property table: In the case of a UCM setup, there are just a few properties for which it might be necessary to change the default values: VOICESERVER, WEBSERVER, UMSTPORT, COMPANY. Modify the values of these properties - if necessary - while creating the transformation. 669 APPENDIX L - PUSH INSTALL L How to publish transformations for MSI installation Telep hony Office-Lin X Server Configu ration Guide When a transformation has been saved, it is possible to publish it along with the MSI package in active directory. In so doing, the default behaviour of the MSI installation will be modified for a push install. 1. Open the Group policy snap-in and navigate to the Software installation node 2. Rightclick in the righthand pane and select New > Package. 3. Select the appropriate MSI package for which the transformation was created. 670 APPENDIX L - PUSH INSTALL L Telep hony Office-Lin X Server Configu ration Guide 4. Select Advanced published or assigned in the Deploy Software dialog box and click OK. 671 APPENDIX L - PUSH INSTALL L The package properties – UC Client Manager Properties screen - will appear: Telep hony Office-Lin X Server Configu ration Guide 5. 6. Select the Modifications tab and add all transformations to be applied using the Add button. If necessary, you may revise the order in which the transformations are to be applied. 7. Click OK after all transformations have been added. The transformation package is now ready for push installation. 672 M System Prompts APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide File 674 mess003.vox mess004.vox mess005.vox mess006.vox mess007.vox mess008.vox mess009.vox mess010.vox mess011.vox mess012.vox mess013.vox mess014.vox mess015.vox mess016.vox mess017.vox mess018.vox mess019.vox mess020.vox mess021.vox mess022.vox mess023.vox Text I'm sorry…. …did not answer. Please leave a message. …is on the phone. Please leave a message. You have reached the voice mailbox of… Please hold for assistance. Paging your party. Thank you for calling. Good-bye. Thank you, Please Hold Transferring you to... Paging... One moment, you have a call. I'm sorry I did not understand that, please try again. …is busy, you have reached the voice mail of… …did not answer. You've reached voice mail of… I'm sorry. Your party is not in office right now. Please leave a message. ....is out of the office and will return at ..... Please enter your area code and telephone number Call For I am sorry that extension is busy, to try another extension press 1, to be transfer to the receptionist press 0, or stay on the line to leave a message. Please enter the mailbox number of the person for whom you wish to leave a message. I'm sorry…. APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess025.vox …is not available to take your call. Please leave a message. mess026.vox mess027.vox mess028.vox mess029.vox mess031.vox At the tone, please leave a message. Caller found, Please hang up for to receive the call I'm sorry, no-one is currently leaving you a message Your party is now available I'm sorry that extension is busy. To try another extension press 1, to try the extension again press 2, to be transferred to the receptionist press 0. or stay on the line to leave a message mess032.vox I'm sorry there is no answer at that extension to try another extension press 1, to be transferred to the receptionist press 0, or stay on the line to leave a message. mess033.vox Enter the extension of the person you wish to redirect this call to. May I say who is calling? You have a call from... To accept press 1, send to another extension press 2, send to your mailbox press pound To accept press 1, send to another extension press 2, accept and record conversation press 3, send to your mailbox press pound. There are... There is... ...calls ahead of you. ...call ahead of you. That extension is still busy. To try another extension press 1, To remain on hold press 2, To leave a message press 5, or press star to exit. mess035.vox mess038.vox mess040.vox mess041.vox mess043.vox mess044.vox mess045.vox mess046.vox mess048.vox 675 APPENDIX M - SYSTEM PROMPTS M mess049.vox Telep hony Office-Lin X Server Configu ration Guide mess050.vox 676 That extension is busy. To try another extension press 1, To remain on hold press 2, To leave a message press 5, or press star to exit. That extension is busy. Your call is being processed next, To try another extension press 1, To remain on hold press 2, To leave a message press 5, or press star to exit. mess052.vox That extension is still busy, your call is being processed next. To try another extension press 1, To remain on hold press 2, To leave a message press 5, or press star to exit. mess054.vox Press 1 after hearing the name of the person you wish to be transferred to. Enter the digits that correspond to the first few letters of the person's first or last name. For the letter Q or Zed press 1. mess055.vox mess056.vox Enter the digits that correspond to the first few letters of the person's first or last name. For the letter Q or Zee press 1. mess057.vox I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name. For the letter Q or Zed press 1. mess058.vox I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name. For the letter Q or Zee press 1. mess059.vox mess060.vox Press… for… APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess061.vox mess062.vox mess063.vox mess064.vox mess065.vox mess066.vox mess067.vox mess068.vox mess069.vox mess073.vox mess074.vox mess075.vox mess077.vox mess078.vox Press 1 for… Press 2 for… Press 3 for… Press 4 for… Press 5 for… Press 6 for… Press 7 for… Press 8 for… Press 9 for… Please enter the telephone number or numeric message to be sent. You entered … Thank you. Your message will be sent I'm sorry, that mailbox is full, please try again later. I'm sorry this mailbox cannot receive messages. mess079.vox I'm sorry this mailbox cannot receive messages at this time. The user of this mailbox is in a extended absence. mess080.vox Record your message at the tone. When finished, hang-up or press pound for more options To try another extension...Press 1, To leave a message...Press 5, To be transferred to the receptionist...Press 0. mess081.vox mess082.vox mess083.vox mess084.vox To send your message press 1, re-record press 2, review press 3, to continue recording press 4, to cancel your message press star. To send with normal delivery press 1, to send with urgent delivery press 2 There are 10 seconds of recording time left. 677 APPENDIX M - SYSTEM PROMPTS M mess086.vox Telep hony Office-Lin X Server Configu ration Guide mess087.vox 678 mess088.vox mess090.vox Mess091.vox Mess092.vox Mess093.vox If you would like to receive a response for this message press 1. I'm sorry, there is no answer at that extension. To leave a message for… I'm sorry, that extension is busy. To leave a message for... Thank you. Your message has been sent. Enter the digits that correspond to the first few letters of the person's first or last name. For the letter Q press 7 for Zed press 9. Enter the digits that correspond to the first few letters of the person's first or last name. For the letter Q press 7 for Zee press 9. I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name . For the letter Q press 7 for Zed press 9 Mess094.vox I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name. For the letter Q press 7 for Zee press 9 mess103.vox mess107.vox mess108.vox To confirm deletion of this message press 9, or press pound to return to the previous menu. Mass Recall Deleted I'm sorry, you do not currently have access to that feature. mess109.vox mess110.vox mess112.vox mess113.vox I'm sorry, that is not a valid entry. You have… ...New messages New message. APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess119.vox mess121.vox mess124.vox mess125.vox mess126.vox mess131.vox mess132.vox mess133.vox mess134.vox mess135.vox mess136.vox mess139.vox mess140.vox mess142.vox mess143.vox mess145.vox mess146.vox mess147.vox mess148.vox mess149.vox mess152.vox This message is a fax. End of new messages I'm sorry, you cannot reply to a message sent by an outside caller. … received your message on… You Cannot Forward a Confidential Message Reply sent, what would you like to do with the original message. To send this message standard press 1, certified press 2. message sent certified. Message Saved. Message Deleted Message Moved Enter the next recipient's mailbox number. If finished press pound. Enter the destination mailbox number That is an invalid mailbox, please try again. Begin speaking at the tone, press pound when finished To send your message press 1, re-record your message press 2, review your message press 3, continue recording press 4, cancel your message press star. Nothing Recorded There is nothing currently recorded We did not get your recording, either because your message was too short or due to a bad connection. To disconnect press 1, to record a message press 2 Notification entries. 679 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess153.vox mess155.vox mess156.vox mess160.vox Notification entry Blank. There are no notifications defined To add a new notification entry press 1, modify an entry press 2, delete an entry press 3, listen to an entry press 4, turn notification on or off press 5, Or to return to the previous menu press pound. mess163.vox Please enter the telephone number for notification. When finished press the pound sign If this is correct press 1, otherwise press 2. If this is a beeper press 1, phone press 2 Notification Added Please record your notification prompt at the tone, press pound to exit Notification deleted Please enter the 4 digit start time, hour then minute Please enter the 4 digit start date, month then day. Please enter the 4 digit stop time, hour then minute. Please enter the 4 digit stop date, month then day. Please enter the entry number to be changed. That is an invalid outcall entry Please enter the outcall entry to delete. To delete all entries press star. Notification is now active Notification is now off. Hello this is your voice messaging system there is a message for… Urgent message New voice message New data messages New email messages mess167.vox mess168.vox mess169.vox mess170.vox mess171.vox mess172.vox mess173.vox mess174.vox mess175.vox mess176.vox mess177.vox mess178.vox mess179.vox mess180.vox mess186.vox mess189.vox mess190.vox mess195.vox mess197.vox 680 APPENDIX M - SYSTEM PROMPTS M mess200.vox Telep hony Office-Lin X Server Configu ration Guide mess202.vox mess203.vox mess205.vox mess230.vox mess233.vox mess235.vox mess240.vox mess242.vox mess245.vox mess248.vox mess255.vox mess260.vox mess265.vox mess267.vox mess268.vox mess270.vox mess272.vox mess275.vox mess280.vox Enter the destination number. To return to the previous menu press pound. I'm sorry that is an invalid mailbox number. To add comments press 1, to forward without comments press 2. Message Forwarded. What would you like to do with the original message? To listen to an existing list press 1, add a list press 2, modify an existing list press 3, delete an existing list press 4, Or to return to the previous menu press pound There are no distribution lists at this time End of list Enter the list number to modify I'm sorry there is no such list. To listen to list members press 1, add members to your list press 2, delete members from your list press 4, change list name press 5, or to return to the previous menu press pound. End of list. Enter the mailbox number to be added Enter the mailbox number to be deleted Enter the List Number to add Please record the list name at the tone, when finished press pound. This list number already exists. Press 1 to modify, or any other key to continue. To accept press 1, re-record press 2, or to return to the previous menu press pound. To add members to this list press 1, to continue press 2, or to return to the previous menu press pound Enter the list number to be deleted. Enter the list number to send this message to. 681 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M 682 mess281.vox Your distribution list is being processed. Please hold until you hear main menu prompt or hang up and call back later. mess300.vox mess306.vox Please enter the supervisor password SUPERVISOR MAIN MENUTo configure mailboxes press 1, configure feature groups press 2, system prompts press 4, company maintenance press 5, return to the automated attendant press 0, Or to disconnect press pound. mess310.vox mess311.vox I’m sorry there is no such voice prompt. To change system time press 1, change system date press 2, change operation mode press 3, To return to the previous menu press pound. mess312.vox mess313.vox mess323.vox mess329.vox mess343.vox mess351.vox The office is now open The office is now closed Enter the parameter number followed by the new value for that parameter followed by the pound sign Enter the two digit feature group number to change. To return to the previous menu press pound. To review Press 1, to modify press 2 You have entered an incorrect value, try again. Please enter the message segment number to be recorded. mess355.vox For system prompts Press 1, for company Salutation press 2 mess358.vox mess361.vox Enter the system prompt to work with. Press 1 to Accept, 2 to review, 3 to record, or pound to exit. mess326.vox APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess421.vox mess422.vox mess423.vox mess426.vox mess427.vox mess454.vox Message forwarding is now off. Call queuing is now off. Call queuing is now active You are logged in You are logged out. To accept this greeting press 1, re-record press 2, delete press 3, review press 4, to return to the previous menu press pound. mess458.vox mess459.vox mess472.vox mess473.vox Message playback will be Last In First Out. Message playback will First In First Out. Your mailbox is no longer password protected. Please enter you new password, up to 15 digits followed by the pound sign. To confirm re-enter your new password followed by the pound sign. I'm sorry your entries do not match, please try again. Your new password will be active the next time you call Auto time stamp is now active. Auto time stamp is now off. Do not disturb is now active. Do not disturb is turned off. Pre-Paging is now off. Pre-Paging is now active Post-Paging is now off. Post-Paging is now active. To repeat this prompt press zero, or to return to the previous menu press pound. Enter the 2 digit greeting to record, 1 to 99 Enter the 2 digit greeting to activate. To deactivate your optional greeting press 0 Select the language number to record your greetings for Default Greetings are now active mess475.vox mess476.vox mess477.vox mess478.vox mess479.vox mess480.vox mess481.vox mess482.vox mess483.vox mess484.vox mess485.vox mess490.vox mess492.vox mess493.vox mess494.vox mess496.vox 683 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M 684 mess497.vox mess500.vox mess515.vox mess516.vox mess517.vox mess522.vox mess524.vox mess526.vox mess527.vox mess529.vox mess562.vox mess581.vox mess582.vox mess583.vox mess584.vox mess585.vox mess586.vox mess587.vox mess588.vox mess589.vox mess590.vox mess591.vox mess592.vox mess593.vox mess594.vox mess620.vox mess621.vox mess622.vox Your Active greeting is number <One minute of music used in the Holding Queue.> Enter the two digit company number I’m sorry that is not a valid company number. To listen to existing holidays press 1, add a holiday press 2, delete a holiday press 3, To return to the previous menu press the pound sign. Enter the 4 digit holiday date, month then day. Enter the 4 digit holiday salutation Holiday added. Enter the 4 digit holiday to delete, month then day Holiday deleted This is an automated call, to disconnect press 1. … is at Lunch and will return at … … is at Lunch … cannot be interrupted, but will be available after … … cannot be interrupted … is in a meeting, and will be available after … … is in a meeting … is at home until … … is at home … is away on vacation until … … is on vacation … is out of town until … … is out of town … is away on business … is away on business until … There are new unreceived faxes. There are no unreceived faxes. To save this fax as a document press 1, delete this fax press 2, skip to the next fax press the star key, Or to return to the previous menu press pound APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess624.vox mess625.vox mess626.vox mess627.vox mess628.vox mess629.vox mess630.vox mess631.vox mess640.vox mess641.vox mess650.vox mess672.vox mess673.vox mess680.vox mess700.vox mess701.vox mess702.vox mess703.vox mess704.vox mess705.vox mess706.vox mess707.vox mess708.vox mess709.vox mess710.vox mess711.vox mess712.vox mess720.vox Enter the document number to save the fax as. Document saved Error saving document, you may have to re-fax this document to save it properly There are more unreceived faxes No more unreceived faxes. Deleting fax. To confirm the deletion of this fax press 9, otherwise press pound to return to the previous menu Fax deleted Error deleting fax At the sound of the fax tone, please press start on your fax machine There are currently no free fax ports, please try again later. To change the mailbox language press 3 This is your Wakeup Call, To Cancel press 1, to reschedule press 2, or press any other key to Snooze For Same Time tomorrow press 1, to enter a new time press 2 Please enter you area code and fax number. … press 0 … press 1 … press 2 … press 3 … press 4 … press 5 … press 6 … press 7 … press 8 … press 9 … press Star … press Pound … press Star Please enter your customer ID 685 APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess721.vox mess730.vox mess740.vox mess742.vox mess743.vox mess744.vox mess745.vox mess746.vox mess747.vox mess755.vox mess756.vox mess757.vox mess758.vox mess770.vox mess756.vox mess771.vox mess772.vox 686 Please re-enter your customer ID Please enter your access code. Please enter the document number to be faxed. I’m sorry you have entered an invalid document number, please try again. Document has been sent Please enter the area code and fax number of the receiving fax machine. Your fax will be sent to… Please enter your extension number so that the fax can be directed to your attention ... is an invalid fax number To send your message to your default fax machine press 1. To select a different fax number press 2, To print your fax to a printer press 3. To send your fax to your default fax machine press 1. To select a different fax number press 2. To print your fax on a printer press 3. To save this fax as a fax on demand document press 4. To send your fax to … …Press 1. To select a different fax number press 2. To print your fax on a printer press 3. To save this fax as a fax on demand document press 4. Please enter the country code of the receiving fax machine followed by the pound sign To send your fax to your default fax machine press 1. To select a different fax number press 2. To print your fax to a printer press 3. To save this fax as a fax on demand document press 4. Please enter your country code followed by the pound sign Please enter the country code for your outcall destination followed by the pound sign APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess773.vox mess774.vox mess775.vox mess776.vox mess800.vox mess801.vox mess802.vox mess803.vox Please enter the country code for your wakeup call followed by the pound sign That is an invalid number, Please try again Please enter your area code followed by the pound sign Please enter your telephone number followed by the pound sign Welcome to your new voice messaging system. Over the next few minutes we will introduce you to some of the features of the system and help you initialize your mailbox. If you wish to exit the tutorial at any point press the pound sign located on the bottom right hand corner of your telephone keypad. Your mailbox is where all your messages will be stored and also where you can send messages to others in your company. To keep your mailbox secure you should enter a password. Callers will hear one of the user's greetings when they are leaving a message for you. There are three default greetings. First there is the personal greeting. This greeting is heard when you are not at your desk but present. Try to change this prompt as often as possible and include your name and current date in all messages. An example of this prompt would be " Its January 15th and you have the reached the desk of Mark Smith. I am sorry I can’t take your call right now. Please leave me a message and I will get back to you as soon as I can. Thank you". You will now be asked to record your personal greeting. The busy greeting will let the caller know that you are on the phone. An example of this greeting would be " Hi. It is Mark Smith. I am currently on the phone . Please leave me a message and I will get back to you as soon as I can. Thank you". You will now be asked to record your busy greeting. 687 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess804.vox The gone home prompt is activated when you have gone home for the day. This will automatically be played when you logout of the system, so you only need to record it once. An example of this prompt would be "Hi, this is Mark Smith, I have gone home for the day. Please leave a message at the tone and I will return your call tomorrow. You will now be asked to record your gone home prompt mess805.vox The next greeting to record is your name greeting. It consists of your first and last name. This greeting is entered in a variety of places, and will identify your mailbox to callers leaving you messages. An example of a name greeting is " Mark Smith". You will now be asked to record your name greeting. Finally, in order to register you in the company directory you will have to spell the first three letters of your last name. Callers who do not know your extension can access your mailbox by spelling your last name in the company directory. For example if your last name is "Jackson" press 522. Please enter up the three letters of your last name now. mess806.vox mess807.vox mess808.vox mess809.vox mess810.vox mess811.vox mess812.vox mess813.vox 688 This completes your mailbox tutorial. If you require to make additional changes to your greetings, you can follow the instructions in your user's guide. If you have any questions about using your new mailbox, you may ask your system supervisor. Thank you. Since you have decided to not to carry out your tutorial, you will need to follow the instructions in your user's guide to change your greetings and password. If you have any questions about using your new mailbox, you may as your system supervisor. Thank you. Your password will expire in … Your password will expire tomorrow Your password is expiring today Your password has expired. To enter a new password press 1, to continue press 2. APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess814.vox Mess815.vox mess820.vox mess840.vox mess841.vox mess842.vox You will need to enter a new password to continue. I'm sorry, that is not the correct password. Welcome to your Voice Mail. Your mailbox is where your messages will be stored. It is simple to use. If you have any questions about using your mailbox, please contact the front desk Your current wakeup call is set for To add a wake up call press 1, to return to the previous menu press # To cancel your wake up call press 1, to reschedule your wake up call press2, to return to the previous menu press #. mess844.vox Please enter the 4-digit wake-up call time, hour then minutes. mess845.vox Please enter the 4-digit wake-up call date, month then day. mess850.vox mess885.vox mess899.vox mess900.vox mess901.vox mess902.vox mess903.vox mess904.vox mess905.vox mess906.vox mess907.vox mess908.vox mess909.vox mess910.vox mess911.vox mess912.vox mess913.vox mess914.vox Please enter the telephone number for your wake up call. Wake-up call added Press 1 for Yes, 2 for No. Allow message lights. Allow Beeper Message Delivery. Allow Phone Message Delivery. Allow long distance Message Delivery Allow Call Screening. Allow Call forwarding. Allow Do not Disturb. Allow busy hold. Allow Call Queuing Allow Pre-transfer Paging. Allow Post-Transfer Paging. Allow distribution lists. Allow directory registration Allow message confirmation. Allow message recovery. 689 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M 690 mess915.vox mess916.vox mess917.vox mess918.vox mess919.vox mess920.vox mess921.vox mess922.vox mess1000.vox mess1001.vox mess1002.vox mess1003.vox mess1004.vox mess1005.vox mess1006.vox mess1007.vox mess1008.vox mess1009.vox mess1010.vox mess1011.vox mess1012.vox mess1013.vox mess1014.vox mess1015.vox mess1016.vox mess1021.vox mess1022.vox mess1023.vox mess1024.vox Allow login / logout. Allow access to supervisor functions Enter maximum number of messages allowed Enter maximum message length. Enter maximum days to save messages Enter maximum rings for call progress. For no transfer supervision press 1, For busy only supervision press 2, For Busy no answer supervision press 3, For multilingual supervision press 4. Enter mailbox language number. Send to Menu … For Mailbox Options… To Record Greetings… For Notification Options … For Call Transfer Options… For Distribution List Maintenance … To Change your password … For Message Options To return to the automated attendant ... To disconnect … To Add a List … To Delete an existing List … To modify a List … To Review Lists … To return to the main menu To go to the next menu To return to the previous menu To Add a Notification Entry … To Delete a Notification Entry … To modify an existing Notification Entry… To Review Notifications … APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess1025.vox mess1029.vox mess1031.vox mess1032.vox mess1033.vox mess1034.vox mess1035.vox mess1036.vox mess1038.vox mess1040.vox mess1041.vox mess1042.vox mess1043.vox mess1044.vox mess1045.vox mess1046.vox mess1047.vox mess1048.vox mess1049.vox mess1050.vox mess1051.vox mess1052.vox mess1053.vox mess1054.vox mess1055.vox mess1056.vox mess1057.vox mess1059.vox mess1060.vox mess1061.vox To turn notifiction on or off. To Set a Wakeup Call … To Clear your Password … To Listen to your existing password … To Set a New Password … To Clear your Voice Password … To Listen to your existing Voice Password … To Set a New Voice Password To browse … To Browse Folders …. To AutoPlay Messages … To Listen to … Unread … Read … Voice … Email … Fax … And … In … To… Messages… your Inbox… your Deleted Folder … your OutBox … your Sent Items … Folder …. To Send a Message … To Change Auto Forwarding … To Reply to All … To Delete … mess1062.vox mess1063.vox mess1064.vox To Move To … To Review … To Reply … 691 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess1065.vox mess1066.vox mess1067.vox mess1068.vox mess1069.vox mess1070.vox mess1071.vox mess1072.vox mess1073.vox mess1074.vox mess1075.vox mess1076.vox mess1077.vox mess1078.vox To Forward … For Message Information … For Time and Date … To skip to the next message To Record Out of Town Greeting To Record Personal Greeting … To Record Busy Greeting … To Record At Home Greeting … To Record Name Greeting … To Record Do Not Disturb Greeting… To Record Lunch Greeting … To Record Vacation Greeting … To Record In Meeting Greeting … To Record Customized Greetings … mess1079.vox mess1081.vox mess1082.vox mess1083.vox mess1084.vox mess1091.vox mess1092.vox mess1093.vox mess1094.vox mess1095.vox mess1096.vox mess1097.vox mess1098.vox mess1100.vox mess1101.vox To Set Active Greeting … To Change your Status … To Play Active Options … To Clear Mass Recall … To Recall a Caller … To Turn Call Screening On or Off … To Turn Call Forwarding On or Off … To Turn Call Queuing On or Off … To Turn Post Paging On or Off … To Turn Pre Paging On or Off … To print … To deliver to a fax machine or a printer… To review & print … To Skip to the previous message To Skip to the previous message without changing Read status To Mark the message Unread To Mark the message Read mess1102.vox mess1103.vox 692 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess1104.vox To Skip to the next message without changing Read status mess1105.vox mess1106.vox mess1109.vox mess1110.vox mess1111.vox mess1112.vox mess1113.vox mess1114.vox mess1115.vox mess1116.vox mess1117.vox mess1118.vox mess1119.vox mess1120.vox mess1121.vox mess1122.vox mess1123.vox mess1124.vox mess1125.vox mess1126.vox mess1127.vox mess1128.vox mess1129.vox mess1130.vox Next Message Previous Message Message Saved in Draft For Message Options To Send your message To save your message in Draft and Exit To Re-Record your message To append to your message To cancel message and exit To review your message To Certify Message… To Cancel Certified mark… To Mark Message urgent To Cancel Urgent Mark…. To change message normal To Mark Message Confidential … To Cancel Confidential Mark… To Send your Message as urgent To Send your message as certified To Send your message as Confidential To Send your message as Certified and Urgent To Send your message as certified and Confidential To Send your message as Urgent and Confidential To Send your message as Urgent, Confidential and Certified mess1131.vox mess1132.vox mess1133.vox mess1134.vox mess1135.vox mess1136.vox To Send your Message as urgent certified Confidential and To Set Mass Recall Delivery… 693 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess1137.vox mess1140.vox mess1141.vox mess1142.vox mess1143.vox mess1144.vox mess1145.vox mess1146.vox mess1147.vox mess1148.vox mess1149.vox mess1150.vox mess1151.vox mess1152.vox mess1154.vox mess1155.vox mess1160.vox mess1161.vox mess1162.vox mess1163.vox mess1164.vox mess1165.vox mess1166.vox mess1167.vox mess1169.vox mess1170.vox mess1171.vox 694 To Cancel Mass Recall Delivery… For Distribution List Items To add distribution list member To Delete Distribution List Member To Review Distribution List Members To Review List Name To Re-Record List Name your Draft folder… your Sent folder… your Top folder… For Message Options… For Fax Options… For Distribution List Options… To transfer to the operator To transfer to … To save your message press 1, re-record press 2, review press 3, to continue recording press 4 To Send to Tutorial To Define default fax address Please enter the country code for your default fax address followed by the pound sign To save your message press 1, re-record press 2, review press 3, to continue recording press 4, to cancel your message press star Default Fax Address Added Your current default fax address is ... To Change your default fax address press 1, to return to the previous menu press #. Remote site number is invalid. Please try again Remote site number is invalid. I'm sorry that is invalid remote site number, please try again APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess1172.vox mess1173.vox mess1174.vox mess1180.vox mess1181.vox mess1182.vox mess1183.vox mess1184.vox mess1185.vox mess1186.vox mess1187.vox mess1188.vox mess1189.vox mess1190.vox mess1191.vox mess1192.vox mess1193.vox mess1194.vox mess1195.vox mess1917.vox mess1918.vox mess1919.vox mess1920.vox mess1921.vox I'm sorry that is invalid remote site number. To listen to messages in the folder press 1, to browse subfolders press 2. To train your voice print … To delete your voice print … Your voice print has been deleted I'm sorry I couldn't delete your voice print. Please try again later. Document has been printed Your documents will be saved as batch mode. Please enter the starting document number to save the fax as To record conditional greetings I'm sorry the Message Storage Server is busy at this moment, please retry it later. Your mailbox is full.Please delete unneeded messages. I'm sorry your IMAP password is locked or has expired, please use your WebClient mailbox or UC Client Manager to change it or ask the system Administrator for assistance. For more options For message delivery options For more mailbox options For more message options For more delivery options To reply to this message Maximum number of messages allowed is… Maximum message length is... Maximum days to save messages is… Maximum rings for call progress is… Transfer supervision option is… 695 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess1922.vox mess1963.vox mess1964.vox mess1965.vox mess1966.vox mess1967.vox mess1968.vox mess1997.vox mess1998.vox mess1999.vox mess2000.vox mess2001.vox mess2002.vox mess2003.vox mess2004.vox mess2005.vox mess2006.vox mess2007.vox mess2008.vox mess2009.vox mess2010.vox mess2011.vox mess2012.vox mess2016.vox mess2018.vox mess2019.vox mess2022.vox mess2023.vox mess2024.vox 696 Mailbox language number is… No transfer supervision is on Busy only supervision is on Busy no answer supervision is on Multilingual supervision is on Centrex supervision is on Blind centrex transfer is on Unread Message Unread Messages Read Message Read Messages Unread Voice Message Unread Voice Messages Unread Email Message Unread Email Messages Unread Fax Message Unread Fax Messages Read Voice Message Read Voice Messages Read Email Message Read Email Messages Read Fax Message Read Fax Messages Please Enter the Desired Folder Number, to list sub folders, press * When you hear your desired subfolder name, press 1 End of Sub Folders For Unread Messages press 1, Read Messages press 2, All messages press 9 For Voice Messages press 1, Email Messages press 2, Fax Messages press 3, All messages press 9 Message marked Urgent APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess2025.vox mess2026.vox mess2027.vox mess2028.vox mess2029.vox mess2030.vox mess2031.vox mess2032.vox mess2034.vox Message marked Confidential Message marked Certified To Set your Status to InOffice Press 1, Gone Home Press 2, Do Not Disturb Press 3, At Lunch Press 4, In a Meeting Press 5, On Vacation Press 6 Please enter the four digit Date you will return, month then day Please enter the four digit Time you will return, hour then minute Urgent Mark Cancelled Confidential Mark Cancelled Certified mark cancelled To Send this message press 1, Mark Message Urgent press 2, Review Message press 3, Rerecord message press 4, Append Message press 5, Cancel Message press * mess2035.vox To Send this message press 1, Mark Message Urgent press 2, Review Message press 3, Rerecord message press 4, Append Message press 5, Cancel Message press * mess2036.vox To Send Standard press 1, Certified Press 2, Confidential press 3, Certified and Confidential press 4, Future Delivery press 5 Enter the 4 digit date you want this message delivered, month then day Enter the 4 digit time you want this message delivered, hour then minute Your message will be delivered on … Your current greeting is … This is how your new greeting will sound…. For … ...Voice Messages press 1 … Email Messages press 2 mess2037.vox mess2038.vox mess2039.vox mess2040.vox mess2041.vox mess2045.vox mess2046.vox mess2047.vox 697 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess2048.vox mess2049.vox mess2050.vox mess2060.vox mess2087.vox mess2088.vox mess2100.vox mess2101.vox mess2102.vox mess2103.vox mess2104.vox mess2105.vox mess2106.vox mess2107.vox mess2108.vox mess2109.vox mess2110.vox mess2111.vox mess2150.vox mess2151.vox 698 ...Fax Messages press 3 … all messages press 9. To return to the previous menu press pound … I'm sorry that is not a valid entry, please try again. I'm sorry there is no answer at that extension, To leave a message for… I'm sorry that extension is busy, To leave a message for… To enroll, press 1. To return to the previous menu, press pound Your voiceprint is not in our database. Would you like to enroll now? Your voiceprint is already registered. Would you like to re-enroll? To re-enroll, press 1. To return to the previous menu, press pound Please say the keyword followed by your first and last name Please repeat the keyword followed by your first and last name Please count from zero to nine as follows: zero, one, and so on. Please count from nine to zero as follows: nine, eight, and so on. Lastly, please say the four-digit year your were born in. Thank you. You have successfully enrolled. Hello, thank you for calling. Please say the person you're trying to reach, or use the keyword, followed by your name, to login to your mailbox. Alternatively, you can enter the extension you are trying to reach, or press pound to log into your mailbox. Please say your mailbox number APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess2152.vox mess2153.vox mess2154.vox mess2155.vox mess2156.vox mess2165.vox mess2166.vox mess2167.vox mess2168.vox mess2169.vox mess2170.vox mess2171.vox mess2175.vox mess2177.vox mess2178.vox mess2179.vox mess2180.vox mess2185.vox mess2186.vox mess2187.vox mess2188.vox mess2189.vox mess2311.vox mess2400.vox mess2401.vox mess2402.vox mess2403.vox mess2404.vox Please say your extension Please say the following five-digit number: Please say what day of the week it is Please say your phone number Please say the four-digit year you were born in This list number already exists as a company wide distribution list and cannot be modified I'm sorry there is no Text To Speech Engine enabled, you are not able to access this feature. End of contact list There are no contacts. To review contacts… To call a contact… The default phone number is… The default email address is… To review private contacts… To review public contacts… To call a private contact To call a public contact End of messages End of read messages This is an undeliverable message Message skipped. …no Unread Messages. the original message is Enter the destination mailbox number or press * to dial by name Enter the next recipient's mailbox number, or press * to dial by name. If finished press pound Nothing recorded, please try again You haven't entered a valid recipient's mailbox number, press 1 to retry or any other key to return to the previous menu. Message Forwarded certified. What would you like to do with the original message? 699 APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess2405.vox 700 mess2411.vox Reply sent certified, what would you like to do with the original message. Public Contact… Private Contact… Mailbox… I'm sorry there is no default phone number defined for that contact, we cannot transfer you to that person. I'm sorry there is no default Email address defined for that contact, we cannot send message to that person. Certified Reply Message mess2412.vox mess2413.vox mess2414.vox Confidential message I'm sorry that is an invalid extension, please try again That mailbox is already added in the list, please try again. mess2415.vox That destination is already added in the list, please try again. mess2416.vox That contact is already added in the list, please try again. mess2417.vox You cannot add yourself to your own Distribution List, please try again. and your current location is… In office Meeting At Lunch At Home Out of Town Vacation Extended absence Temporary User defined Location Away on Business You pressed… Termination keys added. mess2406.vox mess2407.vox mess2408.vox mess2409.vox mess2410.vox mess2418.vox mess2419.vox mess2420.vox mess2421.vox mess2422.vox mess2423.vox mess2424.vox mess2425.vox mess2426.vox mess2427.vox mess2428.vox mess2442.vox mess2443.vox APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess2497.vox mess2498.vox mess2499.vox mess2500.vox mess2501.vox mess2502.vox mess2503.vox mess2504.vox mess2505.vox mess2508.vox mess2509.vox I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to send the message. For the letter Q press 7, for Zed press 9 I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to send the message. For the letter Q or Zed press 1. I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to send the message. For the letter Q press 7, for Zed press 9 I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to call. For the letter Q or Zed press 1. I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to call. For the letter Q press 7, for Zed press 9 I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to call. For the letter Q or Zed press 1. I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to call. For the letter Q press 7, for Zed press 9 Press 1 after hearing the name of the person you wish to send the message. Press 1 after hearing the name of the person you wish to call. Text to Speech is currently unavailable, please try again later. Please wait while the message is retrieved. 701 APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess2510.vox 702 mess2511.vox mess2512.vox mess2513.vox mess2514.vox mess2515.vox mess2516.vox mess2517.vox mess2518.vox mess2519.vox mess2520.vox mess2523.vox mess2524.vox mess2525.vox mess2530.vox mess2531.vox mess2532.vox mess2533.vox mess2534.vox mess2535.vox mess2536.vox mess2537.vox mess2538.vox mess2539.vox mess2540.vox mess2541.vox mess2542.vox Press 1 to review the current greeting, 2 to record a new greeting, or any other key to keep the current recording <one second silence> Or say the name of the person you wish to call. Enter the destination mailbox number or press * to dial by name. Or say the name of the person you wish to send the message. Enter the next recipient's mailbox number, or press * to dial by name. Or say the name of the person you wish to send the message. If finished press pound I'm sorry the time should be later than the current time, please try again. The existing system prompt is… The system prompt is not recorded yet. Press 1 to record, 2 for next prompt, or pound to exit. First Unread Message First Read Message First Message will be delivered on your future delivery messages To Auto Play… … press A … press B … press C … press D … press E … press F … press G … press H … press I … press J … press K … press L … press M APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess2543.vox mess2544.vox mess2545.vox mess2546.vox mess2547.vox mess2548.vox mess2549.vox mess2550.vox mess2551.vox mess2552.vox mess2553.vox mess2554.vox mess2555.vox mess2556.vox mess2560.vox mess2561.vox mess2562.vox mess2563.vox mess2564.vox mess2565.vox mess2566.vox mess2567.vox mess2568.vox mess2569.vox mess2570.vox mess2571.vox mess2572.vox mess2573.vox mess2574.vox mess2575.vox … press N … press O … press P … press Q … press R … press S … press T … press U … press V … press W … press X … press Y … press Zed … press Zed Future delivery message Press 1 to Deliver now, press 2 to change the delivery date and time, or any other key to keep the existing delivery date and time. Message Delivered To Deliver now To change the delivery date and time To keep the existing delivery date and time Delivery date and time changed …and other recipients I'm sorry, there is no valid file to print. To complete your request press 1, any other key to reject To deliver to a fax machine To send your message to your default fax machine press 1. To select a different fax number press 2. To Call back on… To Call back this person… To Call back on this number press 1, to enter a different number, press 2. Please enter the country code of the person followed by the pound sign 703 APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess2576.vox mess2577.vox mess2578.vox mess2579.vox mess2580.vox mess2581.vox mess2582.vox mess2583.vox mess2584.vox mess2585.vox mess2586.vox mess2587.vox mess2588.vox mess2589.vox mess2590.vox mess2591.vox mess2592.vox mess2593.vox mess2594.vox mess2595.vox mess2608.vox mess2609.vox mess2610.vox mess2611.vox mess2612.vox mess2613.vox mess2614.vox mess2615.vox 704 To accept press 1, any other key to reject. Hello, This call is for… Your party has hung up. You are being returned to your mailbox session. Your party has hung up. Please enter your password to go back to your mailbox session. The maximum conversation time has been reached; to keep the conversation active press 1, or any other key to go back to your mailbox session. You will now be sent back to your mailbox session. I'm sorry that phone number is busy. I'm sorry there is no answer at that phone number. Now system will ask your notification start date and time. Now system will ask your notification stop date and time. Your notification start date time is: Your notification stop date time is: First Second Third Fourth Fifth Last To send your message to … ... press 1. To select a different fax number press 2. Recurs On I'm sorry the Stop Date time should be later than Start Date Time.Please try again. Notification entry deleted Everyday Every Day Days APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess2616.vox mess2617.vox mess2618.vox mess2619.vox mess2620.vox mess2621.vox mess2622.vox mess2623.vox mess2624.vox mess2625.vox mess2626.vox mess2627.vox mess2628.vox mess2649.vox mess2650.vox mess2651.vox mess2652.vox mess2653.vox mess2670.vox mess2671.vox mess2672.vox mess2673.vox mess2674.vox mess2675.vox mess2676.vox mess2677.vox mess2678.vox mess2679.vox mess2680.vox mess2681.vox mess2682.vox mess2683.vox mess2684.vox Every weekday Every week Week Weeks Every Month Month Months On Day… On the… Weekday Every year. Of Weekend Hello, … is calling, There was no answer in that extension to find… press 1 or any other key to leave a message You can press pound pound to terminate the conversation and go back to your menu any time. I'm sorry there is no answer at that extension, please try later. I'm sorry that extension is busy, please try later. To play back the text message in… English French German Spanish Italian Cantonese Mandarin Japanese Arabic Farsi Russian 705 APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess2751.vox mess2752.vox mess2764.vox mess2765.vox mess2766.vox To make current Caller Id… ...your default extension, press 1; To change current extension number, press 2, or any other key to continue. …your default extension. To block callers from leaving messages … To allow callers to leave messages ... To block callers from skipping your greeting To allow callers to skip your greeting. Otherwise press pound. To record more greetings. To record a greeting for location… I'm sorry there is no user defined location. Press 1 after hearing the name of the Location you wish to record greeting for. To return to the previous menu, press pound. Please enter the country code of the current extension number followed by the pound sign. I'm sorry you cannot add yourself to a distribution list. This destination is already in the distribution list. Hello, you wanted to talk to … mess2767.vox Press 1 to call this person now, any other key to ignore. mess2768.vox The speech recognition ability for public contacts is disabled mess2769.vox The speech recognition ability for private contacts is disabled mess2770.vox ...is busy. To be automatically notified if this extension becomes free in next 30 minutes, press *; or stay on the line to leave a message. You will be automatically called at this extension if it becomes free in next 30 minutes. Please enter your… …digit password. The minimum length is… mess2753.vox mess2754.vox mess2755.vox mess2756.vox mess2757.vox mess2758.vox mess2759.vox mess2760.vox mess2761.vox mess2762.vox mess2763.vox mess2771.vox mess2772.vox mess2773.vox mess2774.vox 706 APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess2797.vox mess2798.vox mess2799.vox mess2800.vox mess2801.vox mess2802.vox mess2805.vox mess2806.vox mess2807.vox mess2808.vox mess2809.vox mess2810.vox mess2811.vox Enter the digits that correspond to the first few letters of the person's first or last name you wish to leave a message. For the letter Q press 7, for Zed press 9. To record an Unavailable greeting… To record a personal greeting for an internal caller… To record a busy greeting for an internal caller… Your mailbox is where all your messages will be stored and also where you can send messages to others in your company. The Unavailable greeting will let the caller know when you are not able to take call. An example of this greeting would be " Hi. It is Mark Smith. Sorry, I’m unavailable right now. Please leave a message and I will get back to you as soon as I can. Thank you". You will now be asked to record your unavailable greeting. I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to leave the message. For the letter Q or Zed press 1. I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to leave the message. For the letter Q press 7, for Zed press 9 I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to leave the message. For the letter Q or Zed press 1. I'm sorry I do not recognize that name. Please re-enter the digits that correspond to the first few letters of the person's first or last name you wish to leave the message. For the letter Q press 7, for Zed press 9 To record an unavailable greeting for an internal caller… To play back current extension number. The current time is… 707 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess2812.vox mess2813.vox mess2814.vox mess2815.vox mess2816.vox mess2817.vox mess2818.vox mess2819.vox To make yourself Unavailable… To make yourself Available… To review your current availability and location... Dot… You current location is… To save message… Message Cancelled Press 1 after hearing the phone number of the person you wish to dial. To return to previous menu, press pound. mess2820.vox mess2821.vox mess2822.vox mess2823.vox mess2824.vox mess2827.vox mess2928.vox mess2900.vox mess2901.vox mess2902.vox mess2903.vox mess2904.vox mess2999.vox mess3000.vox mess3001.vox You were a copied recipient… You were a blind \copied recipient… …digits. Mass Recall Cancelled Mass Recall is set Te current day is… on (946:AM on July 7th, 2005) Please hold for... Looking for... Searching for... Please wait while I look for... Just a moment while I locate your party... Attachment Answer When you hear the name of the person you are trying to reach say yes, or press 1. mess3002.vox Say no. mess3003.vox I'm sorry can you please repeat that? mess3003b.vox I don't think I heard you, can you please repeat that? mess3003c.vox I'm sorry, please say the first and last name of the person you are trying to reach or dial their extention number. mess3003d.vox Who? 708 APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide mess3004.vox Please say the person you're trying to reach, or use the keyword, followed by your name, to login to your mailbox. Alternatively, you can enter the extension you are trying to reach, or press pound to log into your mailbox. mess3005.vox Did you say? mess3005b.vox I think you said … mess3005c.vox … is that correct? mess3006.vox The following names match your selection. mess3006b.vox There are multiple matches. mess3006c.vox More than one person has this name. mess3007.vox Sorry you are having trouble. Please try again later. Thank you for calling goodbye. mess3008.vox Star mess3009.vox Pound mess3010.vox I think I heard … mess3011.vox To stop the transfer to … mess3011b.vox Say no if you'd like to try another name. mess3011c.vox To stop this transfer please say no mess3012.vox mess3100.vox mess3101.vox mess3102.vox mess3104.vox mess3105.vox Sorry I'm having so much trouble, I'm transfering you to the operator and I'll work on recognizing that name better. Say one for Say two for Say three for Say four for Say five for 709 APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M 710 mess3106.vox mess3107.vox mess3108.vox mess3109.vox mess3110.vox mess3111.vox mess3112.vox mess3113.vox mess3114.vox mess3115.vox mess3116.vox mess3117.vox mess3118.vox mess3119.vox mess3120.vox mess3121.vox mess3122.vox mess3123.vox mess3124.vox mess3125.vox mess3126.vox mess3127.vox mess3128.vox mess3129.vox mess3130.vox mess3131.vox mess3132.vox mess3133.vox mess3134.vox mess3135.vox mess3136.vox mess3137.vox mess3150.vox Say six for Say seven for Say eight for Say nine for or say zero for the next recognized name or press zero for the receptionist I'm sorry, could you please repeat that name? I'm sorry, could you please repeat that digit? I'm sorry, could you please say yes or no?" I'm sorry, I'm having trouble understanding you … unless you say cancel. … the next recognized name Did you want to transfer to Did you want to login as I'm sorry, I couldn't verify you. Let me transfer you to the operator. I’m sorry, I couldn't enroll you. Please try again later. Thank you, you have been verified. Welcome… Verified… Please say a question that has a four-digit answer. Please answer that question. Say one … Say two … Say three … Say four … Say five … Say six … Say seven … Say eight … Say nine … Say Zero… Please say your PIN number Say yes when you hear the name of the person you want to transfer to. APPENDIX M - SYSTEM PROMPTS Telep hony Office-Lin X Server Configu ration Guide M mess3188.vox T T Y number mess3189.vox mess3190.vox mess3191.vox mess3192.vox mess3193.vox mess3194.vox mess3195.vox Pager number I S D N number SIP Address There are multiple phone numbers for this person From With email With phone number A.VOX B.VOX C.VOX D.VOX E.VOX F.VOX G.VOX H.VOX I.VOX J.VOX K.VOX L.VOX M.VOX N.VOX O.VOX P.VOX Q.VOX R.VOX S.VOX T.VOX U.VOX V.VOX W.VOX X.VOX Y.VOX A B C D E F G H I J K L M N O P Q R S T U V W X Y 711 APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide Z.VOX 712 Z 1 Zero 2 One 3 Two 4 Three 5 Four 6 Five 7 Six 8 Seven 9 Eight 10 Nine 11 Ten 12 Eleven 13 Twelve 14 Thirteen 15 Fourteen 16 Fifteen 17 Sixteen 18 Seventeen 19 Eighteen 20 Nineteen 21 Twenty 22 Thirty 23 Forty 24 Fifty 25 Sixty 26 Seventy 27 Eighty 28 Ninety 29 Hundred 30 Thousand 31 Million 32 Cents 33 Record Silence 34 AM APPENDIX M - SYSTEM PROMPTS M Telep hony Office-Lin X Server Configu ration Guide 108 Box 109 List 110 Tomorrow 713 Telep hony Office-Lin X Server Configu ration Guide APPENDIX M - SYSTEM PROMPTS M 714 N Service Recovery Manager In This Chapter... Introduction on page 616 Configuring the Service Recovery Manager (SRM) on page 617 APPENDIX N - SERVICE RECOVERY MANAGER N Telephony Office-LinX Server Configuration Guide Introduction 616 The purpose of the Service Recovery Manager (SRM) is to provide a means by which the system administrator may impose a surveillance regimen on the UC system, without having to monitor it directly. The SRM - according to how the system administrator has configured it - will keep its overseer precisely informed of its performance on a daily, weekly, or monthly basis. Note that SRM was designed to be run locally for complete functionality. Therefore, all set up must be done locally. Once SRM is set up, however, it may be accessed remotely. APPENDIX N - SERVICE RECOVERY MANAGER N Configuring the Service Recovery Manager (SRM) Configuring UC SRM Web Telephony Office-LinX Server Configuration Guide To configure UC SRM Web: Type the following address (http://address of PC/um/srm) in the case of an upgrade to 2.0, or (http://address of PC/uc/srm) in the case of a new install, in the Internet Explorer Address text field and press Enter. The following screen appears: 1. Working from top to bottom, the UC SRM Web panel is first visible. The date and time can be read in the banner. Beneath the banner, from left to right, can be found the Run Time:, Stop time:, Warning time: and Critical time:. 617 APPENDIX N - SERVICE RECOVERY MANAGER N 2. Just inside the righthand edge of the banner is Stop UC. Click on this to stop the UC system. Telephony Office-LinX Server Configuration Guide 3. At the far end of the the banner is Settings. Clicking on this calls up the following screen: 4. Complete the following fields: • In the Check system status each: text field, enter an interval (measured in seconds) after which the system status will be checked. • In the Delay first system status check for: text field, enter an interval (measured in seconds) by which you would like to delay the initial system status check from startup, if at all. • In the SMTP server for e-mail notifications: text field, enter the server IP address. • In the SMTP from address for e-mail notifications: text field, enter an address that will clearly denote its source as the SRM. • In the SMTP to address for e-mail notifications: text field, enter the address to which SRM emails will be directed. • In the Store logs for: text field, enter an integer value to represent the number of days you wish to keep system logs. • Select the Clear statistics now checkbox to immediately to clear the logs on clicking Save. 618 APPENDIX N - SERVICE RECOVERY MANAGER N • In the VB Script text box, enter any custom Visual Basic code to conduct your own specific actions. 5. Click Save or Cancel. You are returned to the Main Screen. Telephony Office-LinX Server Configuration Guide Configuring Alerts Any system alerts are displayed underneath this banner. Click on Clear all to remove any alert notifications. To configure Alerts: 619 APPENDIX N - SERVICE RECOVERY MANAGER N Configuring CPU Usage Beneath the CPU Usage banner reads the date, time, and current CPU useage. Telephony Office-LinX Server Configuration Guide To configure CPU usage: 620 APPENDIX N - SERVICE RECOVERY MANAGER N Telephony Office-LinX Server Configuration Guide 1. Click on Settings. The following screen appears: 2. The UC SRM Web - CPU usage settings section is uppermost: • In the Warning CPU usage level: text field, enter an integer value (representing %) at which point a warning will be made to the Main SRM screen regarding CPU useage. • In the Critical CPU usage level: text field, enter an integer value (representing %) at which point a more severe warning will be made to the Main SRM screen regarding CPU useage. 3. In the Warning state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. 4. In the Critical state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. 621 APPENDIX N - SERVICE RECOVERY MANAGER N • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. Telephony Office-LinX Server Configuration Guide • the Run script checkbox to run a custom VB script in case of a warning event. 622 5. Click Save or Cancel to save or remove your selections. Configuring Memory Usage Beneath the Memory usage banner can be read the date, time, and current memory useage. To configure memory usage: APPENDIX N - SERVICE RECOVERY MANAGER N Telephony Office-LinX Server Configuration Guide 1. Click on Settings. The following screen appears: 2. The UC SRM - Memory usage settings section is uppermost: • In the Warning CPU usage level: text field, enter an integer value (representing %) at which point a warning will be made to the Main SRM screen regarding CPU useage. • In the Critical CPU usage level: text field, enter an integer value (representing %) at which point a more severe warning will be made to the Main SRM screen regarding CPU useage. 3. In the Warning state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. 4. In the Critical state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. 623 APPENDIX N - SERVICE RECOVERY MANAGER N • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. Telephony Office-LinX Server Configuration Guide • the Run script checkbox to run a custom VB script in case of a warning event. 624 5. Click Save or Cancel to save or remove your selections. Configuring Disk Usage To configure disk usage: APPENDIX N - SERVICE RECOVERY MANAGER N Telephony Office-LinX Server Configuration Guide 1. Click on Add. The following screen appears: 2. The UC SRM Web - Disk usage add section is uppermost: • In the Disk volume to monitor: text field, enter an integer value to represent the percentage of disk volume to be monitored. • In the Warning CPU usage level: text field, enter an integer value (representing %) at which point a warning will be made to the Main SRM screen regarding CPU useage. • In the Critical CPU usage level: text field, enter an integer value (representing %) at which point a more severe warning will be made to the Main SRM screen regarding CPU useage. 3. In the Warning state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. 625 APPENDIX N - SERVICE RECOVERY MANAGER N • the Run script checkbox to run a custom VB script in case of a warning event. Telephony Office-LinX Server Configuration Guide 4. In the Critical state actions: section, select: 626 • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. 5. Click Save or Cancel to save or remove your selections. APPENDIX N - SERVICE RECOVERY MANAGER N Configuring Services Beneath the Services banner can be read the date, time, and service(s) running. Telephony Office-LinX Server Configuration Guide To configure services: 1. Click on Add. The following screen appears: 627 APPENDIX N - SERVICE RECOVERY MANAGER N 2. The UC SRM Web - Service add section is uppermost: • In the Service name: text box, enter the name of the service you wish to monitor. • From the When service is not running change system state to: dropdown list, select either Warning or Critical. Telephony Office-LinX Server Configuration Guide 3. In the Warning state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. • the Start service checkbox to start the newly added service. 4. In the Critical state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. • the Start service checkbox to start the newly added service. 5. Click Save or Cancel to save or remove your selections. You are returned to the Main Screen. 628 APPENDIX N - SERVICE RECOVERY MANAGER N Telephony Office-LinX Server Configuration Guide 6. Click on Settings. The following screen appears: 7. The UC SRM Web - Service add section is uppermost: • In the Service name: text box, enter the name of the service you wish to run. • From the When service is not running change system state to: dropdown list, select either Warning or Critical. 8. In the Warning state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. • the Start service checkbox to start the newly added service. 9. In the Critical state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. 629 APPENDIX N - SERVICE RECOVERY MANAGER N • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. Telephony Office-LinX Server Configuration Guide • the Start service checkbox to start the newly added service. 630 10. Click Save or Cancel to save or remove your selections. You are returned to the Main Screen. 11. Click on Delete to remove the service running in the banner (in this case, Adaptive Server Anywhere - ASA9_UC). Configuring Processes To configure processes: APPENDIX N - SERVICE RECOVERY MANAGER N Telephony Office-LinX Server Configuration Guide 1. Click on Add. The following screen appears: 2. In the UC SRM Web - Process add section: • In the Executable: text box, insert the filepath of the process .exe file to run. • From the When process is not running change system state to: dropdown list, select either Warning or Critical. 3. In the Warning state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. 4. In the Critical state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. 631 APPENDIX N - SERVICE RECOVERY MANAGER N • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. Telephony Office-LinX Server Configuration Guide 5. Click Save or Cancel to save or remove your selections. You are returned to the Main Screen. 632 Configuring Events To configure events: APPENDIX N - SERVICE RECOVERY MANAGER N Telephony Office-LinX Server Configuration Guide 1. Click on Add. The following screen appears: 2. The UC SRM Web - Event add section is uppermost: • From the Event log: dropdown list, select either System, Security, or Application. • From the Event type: dropdown list, select from among Error, Warning, Information, Audit success or Audit failure. • In the Event id: text field, enter the event ID. • In the Event text: text field, enter some text to accompany the event ID. • From the When event found change system state to: dropdown list, select either Critical or Warning. 3. In the Warning state actions: section, select: • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. 633 APPENDIX N - SERVICE RECOVERY MANAGER N Telephony Office-LinX Server Configuration Guide 4. In the Critical state actions: section, select: 634 • the Stop System check box to bring the UC system to a complete halt. • the Start system after timeout checkbox to restart system after a pause. • the Add event log record checkbox to add any warning events to the log record. • the Add alert checkbox to set up an alert. • the Send email checkbox to send an email in case of a warning event. • the Run script checkbox to run a custom VB script in case of a warning event. 5. Click Save or Cancel to save or remove your selections.