Pointspan Sync Manager

Transcription

TOC, Copyright and Proprietary Pages
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Pointspan Sync Manager 1.2 User Guide
3rd Edition, Software Version 1.2 (September, 2006)
© Copyright 2006 Aastra Intecom Inc. All rights reserved.
Information in this manual may change with product revisions. Aastra Intecom Inc. may
add features or enhancements to the product(s) and/or program(s) described in this
manual at any time.
Technical Publications freezes the information in this manual based on the specified
software and hardware releases. Publications writers incorporate such changes into newly
released publication editions. PUBS writers will incorporate any modifications provided
to them after the publication release date into the next scheduled release of the
document.
Aastra Intecom Inc. furnishes the application described in this manual under a license
agreement and customers may use or copy information in the manuals only in accordance
with the terms of the agreement.
Contact Information
Address any reader comments to:
Aastra Intecom Inc.
Customer Information Group Manager, M/S 1N
2811 Internet Boulevard
Frisco, TX 75034-1851
You may also send email to techpubs@aastra.com.
What to Expect when Contacting Company
Technical Publications will email responses to customers within seven business days of
the contact. Note that product support is not available through this email address. For
product support, contact the Aastra Intecom Inc. Customer Service Center (CSC) at 1800-729-1872. Aastra Intecom Inc. may use or distribute review comments and
information without incurring obligation.
Trademarks and Acknowledgements
Product registered trademarks and copyrights of the products included in this publication
include Pointspan®, Centergy®, Centergy Remote®, Centergy Reporting®, and
Centergy 5® as registered trademarks of Aastra Intecom Inc.
Product trademarks and copyrights of the products included in this publication include
Nexspan™, Unified Communication Platform™, Integrated Conference Manager™, and
Movacs™ as trademarks of Aastra Intecom Inc.
This document identifies all other products or services mentioned herein by the
trademarks, service marks, or product names designated by the companies that market
those products. The companies producing these trademarks and registered trademarks
control ownership of them. Make all inquiries concerning such trademarks directly to
those companies.
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Revision History
The following represents the revision history of this document:
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Revision
Number
Date
Completed
Point of
Contact
Description
01.02
09.13.2006
Aastra Intecom Inc.
Rebrand for Aastra
01.01
05.02.2003
EADS TELECOM
North America Technical Publications
Software Version 1.1
01.01
03.03.2003
EADS TELECOM
Software Version 1.1 - Beta
01.00
12.13.2002
EADS TELECOM
Software Version 1.0
00.0b
10.11.2002
EADS TELECOM
Software Version 1.0 - Beta
00.0a
08.29.2002
EADS TELECOM
Software Version 1.0 - Alpha
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Table of Contents
About This Publication ........................................................................................................... 1
Audience ............................................................................................................................. 1
Organization........................................................................................................................ 1
Conventions Used in this Manual ....................................................................................... 2
References........................................................................................................................... 3
Chapter 1.................................................................................................................................. 5
Introduction ............................................................................................................................. 5
Description.......................................................................................................................... 5
Capabilities ......................................................................................................................... 5
PSM Features...................................................................................................................... 6
Systems Supported by PSM................................................................................................ 6
Switch Functions Supported by PSM ................................................................................. 6
Options Available with PSM .............................................................................................. 7
PSM Database Interaction................................................................................................... 7
Chapter 2.................................................................................................................................. 9
Installation ............................................................................................................................... 9
Transmission Control Protocol/Internet Protocol (TCP/IP) Software ................................ 9
Customer Hardware Requirements ..................................................................................... 9
Communications Gateway/Data Server Requirements....................................................... 9
Client Workstation Requirements..................................................................................... 11
Communications Gateway/Data Server Configuration Requirements ............................. 11
Install PSM ....................................................................................................................... 11
Install Client/Server System ............................................................................................. 12
Install at the Communications Gateway/Data Server ....................................................... 12
Install Shared Data Files ................................................................................................... 13
Install Program Files on a Workstation ............................................................................ 14
Chapter 3................................................................................................................................ 15
Concepts and Procedures ..................................................................................................... 15
Start PSM.......................................................................................................................... 15
Start PSM from a Shortcut................................................................................................ 15
Start PSM from the Windows Start Menu ........................................................................ 16
Log in to PSM................................................................................................................... 16
Set Up the Connection ...................................................................................................... 16
Connection Setup at PSM Startup..................................................................................... 17
Connection Setup after PSM Startup ................................................................................ 17
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Workspace ........................................................................................................................ 18
Workspace Navigation Area ............................................................................................. 18
Workspace Display Area .................................................................................................. 18
Status Bars ........................................................................................................................ 19
Pull-down Menus.............................................................................................................. 19
File Menu.......................................................................................................................... 20
Edit Menu ......................................................................................................................... 21
View Menu ....................................................................................................................... 22
Window Menu .................................................................................................................. 23
Object Menus (Pull-down Menus).................................................................................... 23
Help Menu ........................................................................................................................ 24
Right-click Menus............................................................................................................. 24
Keyboard Shortcuts........................................................................................................... 25
Get Configuration ............................................................................................................. 25
Get the Configuration ....................................................................................................... 26
Monitor Get Configuration with View Comm Audit........................................................ 26
Get Configuration Completion ......................................................................................... 27
PSM Database Resynchronization.................................................................................... 27
Check the Date Stamp....................................................................................................... 28
Perform Database Resynchronization............................................................................... 28
Workspace Functions........................................................................................................ 29
Database Functions ........................................................................................................... 29
Associated Functions ........................................................................................................ 30
SMAC Functions .............................................................................................................. 30
Octel Voice Mail Functions .............................................................................................. 31
Send Now Feature............................................................................................................. 32
Picker Lists ....................................................................................................................... 33
Add and Delete Picker Columns....................................................................................... 34
Transfer a Picker List Item or Record to the Workspace.................................................. 35
Adjust Picker List Column Width..................................................................................... 35
Rearrange Picker List Columns ........................................................................................ 35
View Truncated Column Titles......................................................................................... 36
Picker Lists as Reports...................................................................................................... 36
Cross Reference Picker List Information.......................................................................... 36
Access Cross Referencing .......................................................................................... 36
Use Filters to Customize Picker Lists ........................................................................ 36
Save a Filter as a Picker List Format ................................................................................ 38
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Sort a Picker List............................................................................................................... 38
Use the Find Option to Search a Picker List..................................................................... 38
Search a Picker List Using the Find Option ............................................................... 39
Edit a Picker List............................................................................................................... 39
Export Picker List Information ......................................................................................... 40
Compare Records.............................................................................................................. 41
Compare Two Class of Service Records .......................................................................... 41
Sessions Audits and Communication Audits .................................................................... 42
View History Files ............................................................................................................ 42
File Maintenance............................................................................................................... 43
Purge Files ........................................................................................................................ 43
Find, Copy, and Delete Files............................................................................................. 43
Find Files.................................................................................................................... 43
Use Windows Explorer to Copy and Delete Files...................................................... 43
Chapter 4................................................................................................................................ 45
Operator Function................................................................................................................. 45
Add and Modify PSM Users............................................................................................. 45
Add a New PSM User to the System ................................................................................ 45
Modify Existing PSM Users ............................................................................................. 46
Set Permission Levels in PSM.......................................................................................... 46
Delete a PSM User............................................................................................................ 47
Chapter 5................................................................................................................................ 49
Project Functions................................................................................................................... 49
Project Picker List............................................................................................................. 49
Picker List Status Column ................................................................................................ 50
Other Columns.................................................................................................................. 50
Comm Audit File Column ................................................................................................ 50
Project Window ................................................................................................................ 50
Description Column .......................................................................................................... 51
System Column................................................................................................................. 51
Project Window Status Column........................................................................................ 51
Undo a Set of Changes...................................................................................................... 52
Use the Other Undo Option .............................................................................................. 53
Reactivate Undone Changes ............................................................................................. 53
Set Project Permissions..................................................................................................... 54
Set a Project as Current..................................................................................................... 54
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View Comm Audit............................................................................................................ 55
Move Changes Between Projects...................................................................................... 56
Transmit a Project............................................................................................................. 57
Send Now Feature............................................................................................................. 57
Delete Projects and Project Changes ................................................................................ 58
Delete a Project................................................................................................................. 58
Delete Saved Changes ...................................................................................................... 58
Delete Undone Changes.................................................................................................... 58
Delete Unsent Changes ..................................................................................................... 59
Delete an Unsent Project................................................................................................... 59
Delete Sent OK Changes .................................................................................................. 60
Automatically Delete Projects .......................................................................................... 60
Troubleshoot a Failed Project ........................................................................................... 60
Check the Status of Your Change..................................................................................... 60
Identify the Problem ......................................................................................................... 62
Correct the Problem .......................................................................................................... 62
Chapter 6................................................................................................................................ 65
Events Function ..................................................................................................................... 65
The Event Window ........................................................................................................... 65
Scheduling Section ........................................................................................................... 66
Recurring Time Section .................................................................................................... 67
Connection Button ............................................................................................................ 67
Options Button.................................................................................................................. 68
Cancel and Save Buttons .................................................................................................. 70
Event Picker List............................................................................................................... 71
Access an Event ................................................................................................................ 71
Ensure an Event Can Occur .............................................................................................. 71
Event Status ...................................................................................................................... 72
Add the Status Column ..................................................................................................... 72
View Comm Audit............................................................................................................ 72
Monitor an Event .............................................................................................................. 73
Chapter 7................................................................................................................................ 75
The SYSTEM Function......................................................................................................... 75
SYSTEM Information Window........................................................................................ 75
SYSTEM Picker List ........................................................................................................ 77
Work with the SYSTEM................................................................................................... 77
Get the Configuration ....................................................................................................... 77
Transfer the SYSTEM to the Workspace................................................................... 78
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Modify SYSTEM Information ................................................................................... 78
Chapter 8................................................................................................................................ 79
Voice Mail Databases ............................................................................................................ 79
Procedures Common to ALL Databases........................................................................... 79
Octel Networking, System Permissions and System Hierarchy ....................................... 79
Access the Voice Mail Window ....................................................................................... 79
Manage Octel Mailboxes .................................................................................................. 80
Access an Octel 250/350 Mailbox .................................................................................... 81
Create an Octel Aria Mailbox ........................................................................................... 81
Modify an Octel Aria Mailbox ......................................................................................... 82
Multiple Modify an Octel Aria Mailbox........................................................................... 83
Copy an Octel Aria Mailbox............................................................................................. 84
Delete an Octel Aria Mailbox ........................................................................................... 85
Renumber an Octel Aria Mailbox..................................................................................... 86
System Distribution Lists.................................................................................................. 86
Create a System Distribution List Mailbox ...................................................................... 86
Create a System Distribution List with Sub-lists .............................................................. 88
Modify a System Distribution List ................................................................................... 89
Remove a Mailbox from a System Distribution List ........................................................ 89
Add Mailbox to System Distribution List from Mailbox Window................................... 90
Add to a Distribution List from the Add To Distribution List Window ........................... 91
Add Multiple Mailboxes to a Distribution List................................................................. 92
Add Mailboxes to a Distribution List from File ............................................................... 92
Networking ....................................................................................................................... 94
Turn on the Network Feature............................................................................................ 94
Network Nodes ................................................................................................................. 94
Update Network Information ..................................................................................... 95
Delete Remote References ......................................................................................... 95
Chapter 9................................................................................................................................ 97
Station Moves, Adds, and Changes (SMAC) ...................................................................... 97
Stations (ITE, STE, SASI, BRI, T1ITE, and OPX) .......................................................... 97
Create a Station Record .................................................................................................... 97
Modify a Station Record................................................................................................... 98
Delete a Station Record .................................................................................................... 99
Copy a Station Record ...................................................................................................... 99
Move a Station Record ................................................................................................... 100
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Swap Station Records ..................................................................................................... 100
Print a Station Faceplate ................................................................................................. 102
Work at Home Stations................................................................................................... 102
Voice Lines ..................................................................................................................... 103
Create a Voice Line ........................................................................................................ 103
Modify a Voice-Line Record .......................................................................................... 104
Delete a Voice-Line Record............................................................................................ 104
Copy a Voice Line .......................................................................................................... 105
Renumber a Voice Line .................................................................................................. 105
Agent Teams ................................................................................................................... 106
Add a Voice Line to ACD .............................................................................................. 106
Remove a Voice Line from an Agent Team ................................................................... 106
View Team Members...................................................................................................... 107
Button Templates............................................................................................................ 107
Create an ITE Button Template ...................................................................................... 107
PSM Button Template Defaults ...................................................................................... 109
Copy a Template............................................................................................................. 109
Class of Service .............................................................................................................. 110
Create a Class of Service ................................................................................................ 110
Modify a Class of Service............................................................................................... 111
Call Pickup Groups......................................................................................................... 111
Modify a Call Pickup Group........................................................................................... 112
Intercom Groups ............................................................................................................. 112
Create an Intercom Group............................................................................................... 112
Modify an Intercom Group ............................................................................................. 113
Add a Station to an Intercom Group ............................................................................... 114
Name Directory............................................................................................................... 114
Create a Name Directory ................................................................................................ 114
Modify a Name Directory Record .................................................................................. 115
Delete a Name Directory Record.................................................................................... 116
Wiring (Cable Location) ................................................................................................. 116
Create a Wiring Record .................................................................................................. 116
Modify a Wiring Record................................................................................................. 117
Delete a Wiring Record .................................................................................................. 117
Authorization Codes ....................................................................................................... 118
Create an Authorization Code Record ............................................................................ 118
Modify an Authorization Code Record........................................................................... 119
Delete an Authorization Code Record ............................................................................ 119
Terminal Types ............................................................................................................... 119
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Create a Terminal Type Record...................................................................................... 120
Modify a Terminal Type Record .................................................................................... 120
Delete a Terminal Type Record...................................................................................... 121
Copy a Terminal Type Record........................................................................................ 121
Satellite Directory Numbers ........................................................................................... 122
Create a Satellite Directory Number............................................................................... 122
Modify a Satellite Directory Number ............................................................................. 123
Delete a Satellite Directory Number............................................................................... 123
Create an MDS (Multi-Digit Steering) Block................................................................. 123
Chapter 10............................................................................................................................ 125
Create and Use Templates .................................................................................................. 125
Template Objects ............................................................................................................ 125
Create a Template ........................................................................................................... 125
Access a Template .......................................................................................................... 127
Copy a Template............................................................................................................. 127
Modify a Template.......................................................................................................... 128
Delete a Template ........................................................................................................... 128
Chapter 11............................................................................................................................ 129
Multiple Create.................................................................................................................... 129
Create Multiple Authorization Codes ............................................................................. 129
Create the Auth Code Template...................................................................................... 129
Use the Template for a Single Auth Code ...................................................................... 131
Use the Template to Create a List of Auth Codes........................................................... 131
Create Multiple Phones................................................................................................... 133
Create a Template ........................................................................................................... 133
Use the Phone Template ................................................................................................. 135
Create Multiple Mailbox Parameters .............................................................................. 136
Glossary................................................................................................................................ 139
Index ..................................................................................................................................... 141
50H
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About This Publication
This manual is a user guide for the Pointspan Sync Manager (PSM) software. This guide
allows users to understand the basic operation of PSM and its interaction with the
Pointspan system.
Audience
The targeted audience includes but is not limited to the following staff who are
responsible for installing and testing Pointspan equipment:
•
PSM Users
•
Pointspan System Administrators
This manual does not provide detailed background knowledge, such as knowledge of the
PSM software platforms or components of the Pointspan system.
Organization
This manual contains the following chapters:
Chapter, Topic
Description
Chapter 1, Introduction
Provides a brief overview of PSM, its features,
and systems supported.
Chapter 2, Installation
Covers software installation and customizing
instructions. Also contains hardware, software,
and configuration requirements.
Provides procedures needed to effectively use
PSM, and includes menus, workspace, Picker
Lists, session and communication audit viewing,
and user interface conventions. Includes
obtaining the database from the switch (Get
Configuration) and file maintenance.
Provides procedures for adding, modifying, and
deleting PSM users (operators). Includes
assigning specific permissions.
Provides procedures for collecting a series of
moves, adds, and changes for transmission to
the SYSTEM database.
Describes the event that is initiated when you
send station moves and changes to the
SYSTEM.
Describes transferring a SYSTEM to the
workspace and editing SYSTEM information.
Chapter 3, Concepts and Procedures
Chapter 4, Operator Function
Chapter 5, Project Function
Chapter 6, Event Function
Chapter 7, SYSTEM Function
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About This Document
Chapter, Topic
Description
Chapter 8, Voice Mail Databases
Covers voice mailbox management.
Chapter 9, Station Moves, Adds, and
Changes (SMAC)
Covers station management, voice lines, button
templates, classes of service, call pickup groups,
intercom groups, directories, wiring records,
authorization codes, terminal types, and satellite
directory numbers. Also covers multi-digit
steering block and BRI data lines.
Provides procedures for creating and using
templates. Templates allow you to conveniently
establish objects (such as voice lines and
mailboxes) that have similar attributes.
Provides procedures for creating a multiple
number of similar objects or items within a
system.
Chapter 10, Create and Use Templates
Chapter 11, Multiple Create
Conventions Used in this Manual
This manual uses the following document conventions to help you identify different types
of information:
Convention
Description
Example
Angle brackets
<>
Key names
Keys to press
Example: Press <Enter> to
accept the default value.
Bold text
Characters to enter when
referenced in a procedure
In the example, select the
DTMF group type.
(Italic)
Explanatory text within a
command sample
(Building Ports)
Courier
Command examples
Enter Password (and
Username)
Horizontal Ellipses
Horizontal line omissions in
a command sequence
…
Vertical Ellipses
Vertical line omissions in a
command sequence
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Provide additional but
extraneous information
about commands, features,
Another option is to
procedures
Provides information to
prohibit danger to a system,
hardware or software
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The prompt may not display
if …
Use case sensitive
commands to keep from
destroying…
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Convention
Description
Provides information to
prohibit danger or harm to a
person or individual
Example
DO NOT touch exposed
wires.
Action (formerly What to
Do) column
Include command
explanations within the
Action column of a
procedure table
Enter the PO password
The display main window
displays
Result/Notes column
Within a Step/Action table,
if 50% of the actions have
Result/Notes, writers may
add a Result/Notes column
Action: Press <Enter>
Result/Notes: The yes/no
prompt displays in an
answer window
References
Faircom Administrator’s Guide
®
Microsoft Windows User Guide
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About This Document
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Chapter 1
Introduction
This chapter contains a brief description of Pointspan Sync Manager (PSM) and its
features. It also lists supported system and switch functions.
Description
PSM is a unified management framework solution that operates under Microsoft
Windows 98, NT, 2000, XP, and ME. PSM can operate on a stand-alone PC or in a local
area network (LAN). PSM enables you to quickly and easily make station moves, adds,
and changes to the station database in your Pointspan switch. It also allows you to
manage optional call accounting and voice mail systems.
PSM extracts information from SYSTEM, call accounting, voice mail and system
databases. With this information, PSM creates respective local databases. PSM allows
you to make changes to the local databases and send these changes back to the SYSTEM,
voice mail system, and call accounting systems.
Capabilities
PSM capabilities include:
Table 1. PSM Capabilities
Capability
Description
PSM allows administrators to view
multiple database aspects in one place.
For example; a voice line, port assigned,
name, voice mailbox, and faceplate can be
viewed in one window
PSM allows multiple administrators to
make changes simultaneously.
Through record locking, the system
protects each user from disruptive
interactions.
You may use PSM to plan and implement a
big department move weeks in advance,
while executing today's intermediate moves
or emergencies.
Users can send changes immediately,
schedule them for later, or postpone them.
They can also schedule recurring events.
Filtering allows the creation of custom
reports sorted by the criteria assigned
For example, filtering allows the system to
find and sort all users of a 12SD phone by
extension and name.
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Chapter 1. Introduction
PSM Features
PSM features include:
Table 2. PSM Features
Features
•
•
•
•
•
•
•
•
•
•
•
•
Multi-user client-server architecture.
Windows based user interface for “power” administrators.
LDAP, ODBC< XML support for multi-system integration and web based
application integration.
Reporting capiabilites for cross-sytem user profile information.
Single operation for bulk changes.
Scheduling capacity to batch changes.
Exchange extension and equipment settings assigned to one location with another
location.
Synchronize changes made on multiple systems.
Secure access to managed systems.
Extensive reports, including ad hoc reports created by the user with PSMs powerful
filtering technique for searching, sorting and selecting records from the database.
Every report can be viewed on-screen, printed, Another option is to sent to another
software package for more processing.
Faceplate detail sheets that are accurately rendered by PSMs graphical interface.
Sheets and handset labels can be printed.
Template stations, ports, extensions, directory records, wiring records, and voice
mailboxes.
Systems Supported by PSM
PSM supports the Pointspan switch.
Switch Functions Supported by PSM
PSM supports the following switch entries:
Table 3. Switch Functions
Switch Entries Supported
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ACD Agent IDs
ACD Groups
Agent Teams
Areas
Authorization
Codes
Button Template
Call Pickup Groups
Classes of Service
Data Lines
DID Ranges
Hunt Groups
Intercom Groups
Name Directory
Ports
Satellite Directory
Numbers
Stations
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Switch Entries Supported
Terminal Types
Voice Lines
Wiring
Options Available with PSM
®
®
Octel Voice Mail Systems (Aria and Serenade ) represent the options available with
this software.
PSM Database Interaction
After installation, your technician instructs PSM to retrieve data records from your
Pointspan and Voice Mail (if purchased) system. The system then stores retrieved records
in a PSM database. You can then use PSM to modify these records in the form of moves,
adds, and changes. PSM stores these changes in the database until they are sent to the
managed system. The system uses the sent changes to update the records in the managed
system database.
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Chapter 1. Introduction
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Chapter 2
Installation
This chapter covers the PSM installation aspects concerning:
•
Customer hardware requirements
•
System configuration requirements
•
Installation on a stand-alone PC
•
Installation on workstations
•
Installation on LAN
•
Installation on communications gateway PCs
•
Included are procedures for:
•
Starting PSM
•
Operator paging connections.
Transmission Control Protocol/Internet Protocol (TCP/IP)
Software
Developers recommend Microsoft TCP/IP as the transmission control/internet protocol.
Customer Hardware Requirements
An installed PSM hardware configuration may include:
•
Multiple Client Workstations
•
Communications gateway PC/Data Server
•
Serial communications devices and cables
Listed below are the minimum hardware requirements for PSM. The customer must meet
these requirements to ensure proper PSM functionality.
Communications Gateway/Data Server Requirements
Communications Gateway and Data Server requirements for PSM include the following:
•
Server must be dedicated to the Pointspan Sync Manager
•
CPU Requirements:
Pentium class 2GHz CPU (or faster)
•
Operating System Requirements:
Windows 2000 Server or NT 4.0 Server (Service Pack 4 or higher)
•
Memory Requirements:
Minimum 1024 MB RAM with 1024 MB pagefile space
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Chapter 2. Installation
•
Disk Space Requirements (minimum):
Application and System Data: 425 MB
This does not include space for the Operating System
•
Pointspan Data:
22 MB per 1,000 Directory Numbers
3 MB per 1,000 Satellite Directory Numbers
•
Voice Mail Data:
2MB per 1,000 Voice Mail Boxed (if purchased)
•
Audit, Configuration, and Project Files: 400 MB
•
Pointspan Sync Manager server software V6.10.34 (Aastra provided - must be
ordered in conjunction with the Pointspan Sync Manager)
•
MS Internet Explorer 4.01 or later
•
One Tape Drive (DDS-3, 24GB) for back up purposes. Back up to a network drive is
an alternative.
•
Super VGA card and monitor with 800 X 600 minimum resolution display and 256
colors
•
3.5" floppy disk drive and CD-ROM drive
•
Microsoft compatible mouse
•
Two (2) Network Interface Cards (NICs) to support 100 Base-T LAN connectivity.
100 Base-T connectivity is required for optimal data throughput for client access. The
system will use one NIC for network connectivity to Pointspan. It will use the second
NIC for network connectivity to the client workstations.
•
Network file sharing via Novell Netware or Microsoft networking
•
Access to Windows NT compatible printer
•
pcANYWHERE software (for remote support)
•
Intelligent 4-Port serial card (recommend DigiBoard).
The system requires a minimum of a four (4) port intelligent serial. This card
supports one (1) Voice Mail connection (if purchased), one remote support dial-up
port, and one port for operator paging. Ports should be configurable as COM ports.
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Aastra recommends the DigiBoard intelligent serial card.
•
One 56 kbps (or faster) modem for remote support and operator paging
•
Requirements for Voice Mail system connectivity (if purchased):
You must select one of the following connection options:
–
Single or Multiple Voice Mail systems, Direct Connection
–
None
–
Single or Multiple Voice Mail systems, Dial-up Connection
–
Two (2) 19.2 kbps modems per Voice Mail system connection
–
On an Octel 200/300 (Serenade) 3.0 or higher, IP address configured on the
message server,
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On any Octel 250/350 (Aria) or Octel 200/300 2.0, terminal servers
connecting a message server serial port to customer's network.
Terminal server on Octel 250/350 must be configured to support X-modem
transfer in addition to regular serial data
Client Workstation Requirements
Client Workstation Requirements include:
•
CPU Requirements:
Pentium class X86-based PC with 500MHz CPU (or faster)
•
Operating System Requirements:
Windows 98, 2000, ME, XP, or NT (service pack 4 or higher)
•
Memory Requirements:
Minimum 256 MB RAM required
•
Disk Space Requirements:
120MB free hard disk space, not including space for the operating system
•
Super VGA card and monitor with 800 X 600 minimum resolution display and 256
colors
•
3.5" floppy disk drive and CD-ROM drive
•
Microsoft compatible mouse
•
Network Interface Card for LAN connectivity
•
Network file sharing via Novell Netware or Microsoft networking
•
Network access for client/server interactions via TCP/IP
•
Access to Windows compatible printer
•
MS Internet Explorer 4.01 or later
•
Intecom recommends using Microsoft TCP/IP software
Communications Gateway/Data Server Configuration Requirements
PSM requires a dedicated communications gateway/data server with at least three serial
communications ports. To prepare the communications gateway/data server for PSM
installation, Information Services must:
•
Configure and test the server per minimum hardware and software requirements.
•
Configure and verify serial and TCP/IP connectivity as required for each system to be
managed via PSM. This PC must have an intelligent serial card. Developers
recommend a four-port (or more) DigiBoard serial card.
Install PSM
You need a basic knowledge of your Windows. operating system to install.
Ensure that you configure the hardware and operating system per minimum requirements.
Check your PSM shipment for the CD-ROM containing the PSM program files.
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Install Client/Server System
To install the client/server system:
•
Install at the communications gateway/ data server
•
Install shared data files
•
Install program files on a workstation
Install at the Communications Gateway/Data Server
You must install the appropriate network protocol software at the communications
gateway/data server to enable the server to communicate with the client workstations.
To install the system on the communications gateway/data server:
Table 4. Install at the Communications Gateway/Data Server
Step
Action
1.
Refer to detailed instructions in the Faircom Administrator's Guide, and install the
non-SQL server software for the Windows NT data server platform.
2.
Reconfigure the configuration file ctsrvr.cfg before attempting to start the Faircom
Server software, using instructions in the Faircom Administrator's Guide.
3.
Create a generic user profile for all PSM workstations.
When using the Client Server model of PSM, observe the following points of
security.
•
•
•
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Customer Network Access:
PSM users must have network user names and passwords that are valid for the
data server where the Faircom Server software resides and the file server
where the PSMDATA directories reside. The users must have permission to
read, write, execute, and delete files in these directories.
DATA Server Access:
After users log into the network servers they need to log into the data server.
Users can create a generic user name and login in the data server for all PSM
gateways and workstations. Installers configure the generic information into
the PSM PCs when the PSM software is installed. These user names and
passwords can be unique to the PSM workstations and are transparent to the
user when logging into the customer network. Customers create user names
and passwords at the data server by using the Faircom administration utilities.
(See Faircom Administrator's Guide.) An example of a user name is: “rjones.”
An example of a password is “psmusr.” Customers edit user names and
passwords into the workstation’s Server section of the 2n.ini file for
transparent access.
PSM Login:
When the PSM application starts, the system prompts the user to select from a
list of defined users, and then enter the associated password. The PSM
Administrator creates user names and passwords and does not relate them to
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Step
Action
server user accounts.
Install Shared Data Files
To install program installation files and data files to the network:
Table 5. Install Shared Data Files
Step
1.
Action
Result/Notes
Start Windows NT or 2000 at the
Server.
If Windows is already up and running,
ensure all applications are closed.
2.
Insert the CD ROM containing the
PSM files.
3.
Copy the config.2nl to drive C: of the
server. (Received via email)
4.
Using Windows Explorer, access the
CD ROM drive files, and click
Setup.exe.
5.
Select Network multi-user and click
Next.
6.
Follow the instructions on each screen.
The first installation window opens
showing the following options:
• Demonstration
• Client/Server
The setup application requests the
location of the configuration file
(config.2nl). By default, it looks at
C:\config.2nl.
The setup application requests
confirmation of a new directory path
for the program files and the data files,
for example, E:\PSMDATA
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7.
Click OK
8.
Follow the instructions on each screen.
9.
Click Finish to exit the application
when the setup program finishes.
10.
Open the file PSMData\install\2n.ini
with a text editor and change the
default path for the location of the data
The system requests the data server
path and a generic user name and
password for the data server.
(ADMIN/ADMIN)
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Step
Action
Result/Notes
files from (for example) C:\PSMData –
C:\PSMData\Audit – C:\PSMData\
Config to the virtual path using the
Server’s machine name
Install Program Files on a Workstation
To install program files at the workstations:
Table 6. Install Program Files on a Workstation
Step
1.
Action
Result/Notes
Start 98, 2000, XP, or NT at the client
workstation.
If Windows is already up and running,
ensure all applications are closed.
2.
Using Windows Explorer, locate the
newly installed network directory.
3.
Open the Disk 1 sub-directory under
E:\PSMDATA\Install and double-click
Setup.exe.
The Setup application prompts you to
accept a new directory path for the
program files, such as, C:\PSM. This
installation disables any previous
model of PSM.
PSM at the communications
gateway/data server must run at all
times, so any PSM workstation can
send its projects to the SYSTEM.
Because of the critical function
performed by the communication
gateway/data server, designers
recommend placing the
communications gateway in a secure
area such as a switch room or data
center.
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4.
Click OK
5.
Select the appropriate option
6.
When the setup program completes,
click Finish to exit the application.
The setup application asks you to
choose whether the workstation
application is a client or a
communications workstation
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Chapter 3
Concepts and Procedures
This chapter covers basic PSM concepts and procedures. An understanding of Windows
98, Windows NT, Windows 2000, Windows XP, Another option is to Windows ME is
required to perform PSM procedures. If you are not familiar with these concepts, refer to
Windows documentation and tutorials.
Start PSM
You can start PSM from a shortcut you create or from the Start Menu.
Start PSM from a Shortcut
To create a PSM shortcut and start PSM:
Table 7. Create and Use a PSM Shortcut
Step
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Action
Result/Notes
1.
At the task bar, click Start to open the
Start Menu.
2.
In the Start Menu, click Settings then
click Taskbar.
The Taskbar properties window opens.
3.
In the Taskbar properties window,
click the Start Menu Programs tab then
click Advanced.
The Exploring - C:\WINXX\Start
Menu window opens
4.
In the window, click Programs.
The PSM icon appears in the window
5.
Right-click and drag the PSM icon to
the desktop
A menu appears on the desktop with
the icon
6.
From the menu, select Create
Shortcut(s) Here
A duplicate of the PSM icon remains in
the desktop
7.
Click the icon at the desktop to open
the Log In window
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Chapter 3. Concepts and Procedures
Start PSM from the Windows Start Menu
If you do not create a shortcut at the desktop, use the procedure below as an alternate
method for starting PSM.
Table 8. Start PSM from the Windows Start Menu
Step
Action
1.
At the system task bar, click Start to open the Start Menu.
2.
In the Start Menu, click Programs.
3.
Single-click the PSM icon, from the Programs continuation menu, to open a submenu containing another PSM icon.
4.
Click this icon to open the Log In window.
Log in to PSM
Initially, the Log In window shows selection for two users: the system administrator or
the support technician. System administrators can later add users to the Log In window.
The system reserves the support technician login for support personnel and password
protects it.
To log in to PSM:
Table 9. Log in to PSM
Step
Action
1.
In the Log In window, select support technician or administrator.
2.
Click Log in.
If you select support technician, type your password and press <Enter>.
Upon initial installation, the system administrator login is not password
protected, so it is Not necessary to enter a password. A "Password is incorrect!"
dialogue box appears if you do not leave the password window blank. You can
later add a password and rename the System Administrator login name to your
own. To log in, select System Administrator and click Log In.
Set Up the Connection
When you initially open PSM on the communication gateway/data server, the Connection
Setup Wizard appears. The following sections define what to do depending on your
situation.
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Connection Setup at PSM Startup
Upon opening the Connection Setup Wizard, it asks if you wish to define the connection
now. Click Yes if you want to define connections now, Another option is to click No if
you wish to define them later.
If you are installing PSM for more than one user’s PC, perform this procedure only on
the PC that sends changes to the system.
To setup connections now:
Table 10. Set up Connections at PSM Startup
Step
Action
Result/Note
1.
Click Yes.
The Set System Connections opens.
2.
Click Set Connection.
3.
Choose the system setting connections.
The Wizard Introduction dialog box
opens.
4.
Click Next.
The Connection Type dialog box
opens.
5.
Click Next.
The Login Parameters dialog box
opens.
6.
Click Next.
The Summary dialog box opens.
7.
Click Finish.
Connection Setup after PSM Startup
If you did not perform the connection setup at PSM startup, perform the procedure below.
For PSM to properly communicate with the SYSTEMs and Voice Mail systems and to do
operator paging, you must set necessary communication parameters.
If you install PSM for more than one users PC, perform this procedure only on the PC
that sends changes to the system and while PSM is logged in under the user name
normally used at that workstation. If you have PSM logged in at this PC under a different
user name, you do not have the administrative passwords available.
To perform a connection setup after PSM startup:
Table 11. Set up Connections after PSM Startup
Step
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Action
Result
8.
In the workspace, right-click on a
SYSTEM or a Voice Mail.
9.
In the pull-down menu (SYSTEMs or
Voice Mail), select Set Connection.
The Connection Setup Wizard opens.
10.
Click Next.
The Login Parameters dialog box
opens.
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Step
Action
Result
11.
Click Next.
The Summary dialog box opens.
12.
Click Finish.
Workspace
The main window in PSM is the workspace. It is the primary orientation-point in the
software. You can move the division for the workspace, a vertical bar, left or right, if
necessary. The area to the left of the bar is the Workspace Navigation Area. The area to
the right of the bar is the Workspace Display Area. When the workspace is initially
installed, it shows only the basic entities.
Workspace Navigation Area
The Workspace Navigation Area is similar to the hard drive file access system. Types of
records listed on the top level, and a plus sign to the left of a record indicates that there
are further levels of records under that record.
The primary types of records listed in the Workspace Navigation Area are:
Table 12. Primary Record Types
Events
Operators
Projects
Templates
Sync Reports
Sync Rules
Voice Systems
Enterprise Systems
When you first open PSM a plus-symbol appears next to Enterprise Systems, this
indicates additional record types. Clicking the plus symbol reveals your Pointspan
system. Further expansion shows the record types that you can view or manage in PSM
starting with ACD Agents.
Workspace Display Area
The Workspace Display Area is a convenient location for shortcuts to different types of
data. When you first look at PSM, this area is empty. As you begin to work with your
data and create records, icons appear in the Workspace Display Area that help you access
information quickly and organize your work. The way you use this area is flexible and
your method develops as you become familiar with PSM. You can represent any type of
data in the Workspace Display Area. When you create a new record, it appears in the
Workspace Display Area automatically, as a quick confirmation that the work was
completed.
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You can quickly remove all icons from the workspace in the following way:
Table 13. Remove all I from the Workspace
Step
Action
1.
Select any item in the display area.
2.
Press the <Ctrl>+<A> keys on your keyboard to select all of the records.
3.
Right-click on any of the icons and select Put Away, Another option is to use the
keyboard shortcut and click <CTRL>+<B>.
Status Bars
Locate the status bars along the bottom edge of the workspace window and the main
interface window.
The status bar on the bottom boarder of the Workspace window displays the system you
are accessing. For example, if you have selected a Station record, the name of the
Pointspan system where the record resides displays in this status bar.
The two status bars on the bottom boarder of the main window displays:
•
Current operator
•
Log in name selected when PSM was started
•
Current project (the project where changes are stored upon clicking the Save button.)
This does not apply to saving changes with the Send Now button. Send Now button
changes are automatically saved into a new, one-change project that is immediately sent
to the SYSTEM or message server.
Pull-down Menus
Pull-down menus appear on the menu bar, as shown in Figure 1.
Figure 1. Pull Down Menus
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File Menu
Figure 2. File Menu
The File menu contains the following options:
Table 14. File Menu Options
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Option
Description
Save Workspace
Preferences
Saves the current layout of your workspace, includes expanded
systems in the workspace navigation area, open pickers, and icons
in the workspace display area. This layout is saved automatically
when you exit PSM.
Close
Allows you to close the currently active PSM window.
Export
Allows you to export PSM Picker Lists into tab delimited ASCII
text files for use with other products, such as a spreadsheet
program.
Print Setup
Allows you to set PSM default printer settings.
Print
Allows you to print the “front” object, such as a Picker List or an
extension.
Exit
Allows you to exit PSM.
Open History
Allows you to open past session audit files and other operator’s
session audit files when your current session audit view is open.
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Edit Menu
Figure 3. Edit Menu
The Edit menu contains the following options:
Table 15. Edit Menu Options
Option
Description
Undo
Allows you to undo changes as you typically do in other Windows
applications, such as deleting text and then undoing the deletion.
Other Undo
Allows you to undo changes made to the PSM database that have
not yet been sent to the SYSTEM, when the change is highlighted
in a project window. The change status column updates to
undo/redo based on the current state of the selection.
Cut, Copy, Paste,
Clear, and Select
All
Allows you to manipulate typed-in text in PSM text fields/areas as
you would with any word processor.
Find, Find Again
Invokes a dialog that allows you to search quickly through the
many items included in the PSM Picker Lists by initiating a search
to match the criteria you enter.
Filter
Allows you to customize a Picker List. In effect, you filter out the
items in the list you are not interested in seeing, thereby
simplifying the list to suit your needs.
Reset Filter
Returns a Picker List to its full membership after a filter activity
completes.
Sort
Allows you to change the order of items in a Picker List.
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Option
Description
Reset Sort
Returns a Picker List to its default order after a Sort activity
completes.
Picker Formats
Allows you to define a Picker List format for your own use or to
share with others. Also allows you to select a completed Picker List
format.
Column
Displays the Picker Settings window, allowing you to add or delete
available Picker List columns.
View Menu
Figure 4. View Menu
The View menu contains the following options:
Table 16. View Menu Options
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Option
Description
Graphic
Allows you to view graphic representations of station equipment. For
example, when you define a station for an ITE phone, you see a graphic
of the faceplate.
Cross
Reference
Allows you to display Picker List information in two ways:
• as represented on the SYSTEM or other device
• in an alternate format, when available.
Session Audit
Opens a list of the activity a PSM operator performed during day. With
a session audit window open, the File menu contains a new option called
“Open History” that provides access to previous days’ audits.
Terminal
Allows you to select a terminal emulation program without exiting the
program.. Terminal can be used for “pass- thru” access to the switch.
Current
Project
Opens a window that shows all changes and status of a current project.
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Option
Description
Monitor
Events
Opens an Event Monitor window, where all events that are in progress
display their current status.
Window Menu
®
The Window menu contains Windows functions that allow you to arrange your
windows. If you are viewing two or more windows, you can arrange to tile or cascade
your windows, Another option is to select a window that is open behind your current
window. You can also arrange icons so they are aligned in the workspace.
Figure 5. Window Menu
Object Menus (Pull-down Menus)
When you select an object in the navigation area of the Object menu, the system replaces
the heading in the menu with a heading associated with the object selected. For example,
in Figure 6, the port option is selected, so the menu reads Ports. When working with a
SYSTEM (SYSTEM highlighted), the menu reads SYSTEM. Tables 14, 15, and 16
define these associated pull-down menus.
Figure 6. Object Menus (Port Displayed)
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Options in these menus do not become active and in some cases do not appear until you
highlight an item in the Picker List. Typical options in these menus are:
Table 17. Object Menus (Standard Options)
Option
Description
Create
New voice line, station, etc.
Modify
Change the defined information for a phone, port, class of
service, button template, etc.
Delete
Remove all records for an voice line, station, etc. from the
database, and send the delete change to the SYSTEM or voice
mail system.
Transfer to Work
Space
Takes the currently selected item (class of service, extension,
port, etc.) and puts it in the workspace as an icon to use.
Put Away
After you transfer an item to the workspace, the system replaces
the Transfer to Work Space option with the Put Away option.
Selecting Put Away removes the selected icon from the
workspace.
List
Opens associated Picker List.
Get Configuration
Copies all the information from the SYSTEM source database or
a voice mail system to your PSM database.
Set Connection
Opens the Connection Wizard that allows you to set the
communication parameters necessary to communicate with the
SYSTEM.
Update Resources
Allows you to access unassigned ports, directories, and user
groups.
Resynchronize
Allows you to update the PSM database by extracting changes to
the SYSTEM database that were made through the administrative
console.
Picker Formats
Allows you to save your customized Picker List as a picker
format.
Manage Multiple
Connections
Allows you to modify connections or create additional
connections from your workstation. For example, you can define
a network connection for a system, and also have a modem
connection defined if required.
Help Menu
The help menu provides on-line help.
Right-click Menus
Right-click menus are accessible in:
•
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Navigation area
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•
Icon area in the workspace
•
Picker Lists.
The right-click menus are composites of the pull-down menus on the command line.
Selections in the right-click menus are those used most frequently. This provides quick
user access to selections instead of having to pull down a menu on the command line.
The right-click menus for icons in the icon area are the same as those for the
corresponding item in the workspace.
Keyboard Shortcuts
Use the following keyboard shortcuts in PSM.
Table 18. Keyboard Shortcuts
Function
Shortcut
Cascade
<Shift>+<F5>
Create
<Ctrl>+<K>
Cross Reference
<Ctrl>+<D>
Delete
<Del>
Find
<Ctrl>+<F>
Find Again
<F3>
Graphic
<Ctrl>+<Y>
List
<Ctrl>+<L>
Modify
<Enter>
Print
<Ctrl>+<P>
Report
<Ctrl>+<R>
Select All
<Ctrl>+<A>
Text
<Ctrl>+<T>
Tile
<Shift>+<F4>
Transfer to Workspace/Put Away
<Ctrl>+<B>
Get Configuration
Before you can work with records, you must retrieve them from your system. This is
called an auto-configure or “Get Configuration.” Use Get Configuration for the SYSTEM
and Voice Mail systems, as well as other databases managed in PSM. Get Configuration
copies all the information from the SYSTEM source database, a call accounting server.
The company field service representative establishes your initial Get Configuration. Get
Configuration can take hours to complete. Length of time depends on the size of the
source database and system speed. The process runs more efficiently during off-peak
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hours. The procedure below is a Get Configuration for a SYSTEM. The Get
Configuration procedure from the other sources is similar.
If you update the SYSTEM MCU software release to a new version, you must perform a
SYSTEM Get Configuration, so that PSM will match the new version.
Get the Configuration
To get the configuration for a SYSTEM:
Table 19. Get Configuration
Step
Action
4.
Right-click a SYSTEM in the
workspace.
5.
Choose Get Configuration from the
pull down menu.
Result/Notes
Download starts.
During download, a text box entitled
“Building Auto-Configure Project”
appears. After download is complete,
an Event window entitled “Start Auto
Config. . .” appears.
6.
In the Event window, click Save to
start auto configure.
The Event Status window opens.
The Event Status window indicates if
the login is successful and the
commands executed. Some commands
may take more time to complete.
7.
Verify that messages are coming to the
window then periodically check the
messages to make sure nothing stopped
the process.
To work with another Windows
application, minimize PSM. You can
move the message window out of the
way if you want to work with another
SYSTEM. If you leave the PC, make
sure the system remains on. You can
turn off the monitor if desired.
Monitor Get Configuration with View Comm Audit
You can monitor Get Configuration using the View Comm Audit option in Projects.
To access a Comm Audit through the Events function:
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Table 20. Monitor Get Configuration with View Comm Audit
Step
Action
Result/Notes
8.
Double-click Projects in the workspace
to open the Projects Picker List.
The Projects Picker List opens
9.
In the Picker List, select and highlight
the Get Configuration project.
10.
Use the Create Date as an indicator to
aid in your selection.
11.
Click View Comm Audit from the
Events menu.
The Comm Audit summary opens in
your browser.
The summary shows a list of status
updates from the project.
To view a log of the communication
between PSM and the SYSTEM, click
the Display option in the last column of
the summary. If the project is still in
progress, you can update the view by
clicking your browser’s refresh button.
Get Configuration Completion
When Get Configuration completes, the Event window closes. Repeat the Get
Configuration procedure for each SYSTEM in the SYSTEM Picker List. If you opened a
Comm Audit window, you must close or minimize this window.
PSM Database Resynchronization
After initially extracting station database information, you have a timesaving alternative
to performing a subsequent configuration or differential auto configuration with database
resynchronization. Database resynchronization allows you to update the PSM database by
extracting changes to the SYSTEM database that were made through the administrative
console.
PSM uses the SYSTEM database update log to determine whether users made all
modifications since the last successful resynchronization. PSM uses the list of keys in the
SYSTEM update log as a basis for creating a small autoconfig project. The system sends
that project to the SYSTEM to obtain fresh copies of the changed records.
The customer site determines when to perform database resynchronization. For example,
if a site makes almost all changes through PSM, the customer can have PSM re
synchronize on demand only. On the other hand, a site that allows many administrative
console changes can resynchronize on a regular schedule, such as hourly. Developerprovided applications that make station database changes via OAI are OAI-Nomad and
Automove. Use of the dynamic agent sign-on features or a diagnostic Table Validation
(TVAL) also Result/Notes in a “back door” database change. Scenarios are as follows:
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•
•
Site with few administrative console or OAI-based (back-door) changes:
–
Technician makes changes through administrative console or the application
makes changes via OAI.
–
PSM operator selects re synchronize for that SYSTEM.
–
Event schedule is set to Now.
–
The autoconfigure event executes and picks up the recent changes.
Site with many administrative consoles or OAI-based (back-door) changes:
–
PSM operator selects resynchronize for each SYSTEM.
–
System or user sets Event schedule to Recurring, and sets a schedule.
–
The resynchronize event runs at scheduled intervals, picking up the backdoor changes.
Users implement database resynchronization as a variant of the autoconfigure event.
PSM keeps track of the date and time of the last successful autoconfig for each SYSTEM.
A full autoconfig includes a differential autoconfig, and a resynchronization to reset the
time stamp when complete.
The time stamp is based on the start time of the event, not the completion time.
Check the Date Stamp
To check the date stamp:
Table 21. Check the Date Stamp
Step
Action
Result/Notes
12.
Right-click a SYSTEM in the
workspace.
13.
From the pull down menu, click
SYSTEMs then select Modify.
The SYSTEM window opens
14.
In the SYSTEM window viewing pane,
select System Parameters.
The last configuration date (if any)
appears.
Perform Database Resynchronization
To perform a database resynchronization:
Table 22. Perform Database Resynchronization
Step
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Action
15.
Right-click SYSTEM to open a menu,
Another option is to left-click and pull
down the SYSTEM menu.
16.
In the menu, select Resynchronize.
Result/Notes
An event window opens.
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Step
Action
Result/Notes
17.
In the event window, select the
appropriate boxes in the Execute,
during execution, Options, and When
finished sections.
18.
Click Save.
This creates an autoconfig from the log
project and an autoconfig log
subproject.
As the event is executing, the system
displays log items found in the project,
and refreshes a PSM copy of the
affected records.
The autoconfig log subproject is a
record of all the changes made. Do not
send the subproject to the switch; it is
for reference only.
Workspace Functions
The workspace contains four basic types of functions:
•
Database functions
•
Associated functions
•
SMAC Functions
•
Voice Mail Functions
Database Functions
Database functions consist of SYSTEM, Voice Mail, and Call Accounting.
Table 23. Database Functions
Function
Description
SYSTEM
Allows you to retrieve and copy information from the SYSTEM
database into the PSM database. You perform this initially when
you install PSM and anytime thereafter, if the SYSTEM station
database is modified without using PSM. You can also use the
SYSTEM function to set your SYSTEM-to-PSM communication
parameters.
Call Accounting
This option is available in a later release, however there is no
information on that at this time.
Voice Mail
Allows entry to the voice mail database. The voice mail database
provides access to system-level data for each voice mail system
users set Configuration to manage.
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Function
Description
Voice Mail is a PSM purchased option. If you do not purchase this
option, the voice mail function does not appear.
Associated Functions
Associated functions consist of Events, Operators, Projects, and Templates.
Table 24. Associated Functions
Function
Description
Operator
Allows you to create, display, modify, and delete PSM operators or
users. An operator is anyone who has access to PSM.
Project
Allows you to create separate projects that implement a set of
changes to the SYSTEM configuration. You can also display,
modify, and delete projects. Project actions vary. One project might
be as simple as adding a new extension. Another project might be
MACs for moving an entire department.
Event
Allows you to check the status of all scheduled projects and to
change the scheduled implementation time of a project or delete a
scheduled project.
Templates
Allows you to, create, display, or modify. Another option is to
delete templates for ports, voice lines, authorization codes, directory
records, wiring records, voice mailboxes. Additionally, Another
option is to design complete stations.
SMAC Functions
In the workspace under SYSTEM are the SMAC functions that allow you to make
Station Moves, Adds and Changes. SMAC functions are as follows:
Table 25. SMAC Functions
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Function
Description
Authorization Codes
Allow you to create, display, modify, delete, and put away
Authorization Codes.
BRI Data Lines
Allow you to create, display, modify, transfer to workspace,
delete, and put away BRI data lines.
Button Templates
Allow you to create, display, modify, delete, transfer to
workspace, put away, and copy Button Templates. (Share
Button Templates with ITE and BRI phones.)
Call Pickup Groups
Allow you to, display, modify, transfer to workspace, and put
away Call Pick-up groups.
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Function
Description
Classes of Service
workspace, put away, and copy Class of Service feature
tables. (Many voice lines share Classes of Service.)
Directory
Allows you to create, display, modify, delete, transfer to
workspace, and put away Directory entries.
Intercom Groups
Allow you to create, display, modify, transfer to workspace,
and put away intercom groups.
Stations
Allow you to create, display, modify, delete, put away, copy
and move analog and digital phones and equipment as well
as swap locations and print a copy of the faceplate.
Satellite Directory
Numbers (SDRN)
workspace, and put away Satellite Directory Numbers, and
create an MDS block.
Terminal Types
workspace, put away, and copy Terminal Types.
Voice Lines
workspace, put away, copy, and renumber extensions and all
related information.
Wiring
workspace, and put away Wiring Directory data.
Octel Voice Mail Functions
Allows you to display, create, modify, delete, renumber, move, and copy Octel
Messaging Division mail system (PSM option) mailboxes or distribution lists. You can
access and modify your SYSTEM at the same time you modify your voice mail system
from the same user interface. You can also display and modify classes of service (COS).
You can perform the following operations:
Table 26. Octel 250/350 Mailbox Operations
Mailboxes
System Distribution
Lists
Classes of
Service
Numbering Plan
Network
Nodes
Create
Create
Modify
Compare
Compare
Modify
Modify
Transfer to
Workspace
Find
Find
Delete
Delete
Compare
Select All
Select All
Transfer to
Workspace
Transfer to
Workspace
Select All
View Cross
Reference
View Cross
Reference
Put Away
Put Away
View Cross
Reference
Edit Columns
Edit Columns
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Mailboxes
System Distribution
Lists
Classes of
Service
Numbering Plan
Network
Nodes
Renumber
Filter
Filter
Filter
Copy
Sort
Sort
Sort
Multiple
Copy
Picker Formats
Picker Formats
Picker Formats
Table 27. Octel 200/300 Mailbox Operations
Mailboxes
System /Personal
Distribution Lists
Classes of
Service
Numbering Plan
Information
Tables
Create
Create
Modify
Compare
Create
Modify
Modify
Transfer to
Workspace
Find
Modify
Delete
Delete
Compare
Select All
Delete
Transfer to
Workspace
Transfer to
Workspace
Select All
View Cross
Reference
Transfer to
Workspace
Put Away
Put Away
View Cross
Reference
Edit Columns
Select All
Renumber
Filter
Filter
Filter
Copy
Sort
Sort
Sort
Multiple
Copy
Picker Formats
Picker Formats
Picker Formats
Create
Delete
Send Now Feature
PSM allows you to send changes immediately to the SYSTEM or server. This eliminates
the need for scheduling a project while still providing notification of project status. In
previous PSM releases, users had to define a project, save the changes to the project, and
finally schedule the project to be sent. Use Send Now with all station moves and changes.
Figure 7 illustrates a typical window showing the Send Now button.
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Figure 7. Send Now Button
Clicking the Send Now button opens a Send Now dialog. This dialog shows the project
name and a block that allows you to set the date and time for PSM to delete the project.
You can also select to not display the dialog next time. When the dialog information is
set, you can send the project now by clicking the Send Now button. The Send Now dialog
only appears if you select Show Send Now dialog in the Projects pull-down menu or in
the right-click menu in the Project Picker List.
Clicking Send Now automatically creates a project and schedules it to be sent
immediately. It also has an automatic delete schedule set for 24 hours after completion.
You can modify the name and delete schedule for the project in the Send Now dialog.
Picker Lists
A Picker List is a list of items or records associated with a PSM function. Each function
has an associated Picker List. Picker Lists consist of columns specific to that list. Figure 8
shows an example of a Picker List. You can access a Picker List by double-clicking a
function or associated icon in the workspace. For example, when you double-click Voice
Lines, the Picker List of assigned extension numbers appears. You can select the
extensions you want to work with by double-clicking them or highlighting them and
transferring them to the workspace.
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Figure 8. Picker List
Add and Delete Picker Columns
To add or remove Picker List columns:
Table 28. Add and Delete Picker Columns
Step
Action
19.
In the Picker List, right-click a column.
20.
From the drop-down menu, click Edit.
The Picker Setting window opens, Figure 9. The window shows available
columns on the left and current columns on the right.
Figure 9. Picker Setting Window
21.
To display columns, click an available column then click Add.
To remove a current column, click a current column then click Remove.
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Transfer a Picker List Item or Record to the Workspace
You can transfer an item or record in a Picker List to the workspace as an icon. This
allows you to open an event window from the icon instead of accessing the Picker List.
To transfer a Picker List item or record it to the workspace:
Table 29. Transfer a Picker List Item or Record to the Workspace
Step
Action
22.
Double-click a function to bring up the Picker List.
23.
Right-click a picker-list item to open a menu or left-click and pull down the
menu that corresponds to the Picker List you are working in.
24.
In the menu, select Transfer to Workspace (shortcut is <Ctrl>+B).
The selected item or record appears in the workspace as an icon.
When a Picker List column is too narrow you can widen the columns to
display all of the information. You can also narrow it if there is more column
width than you need. You can also use the mouse to adjust the width of the
entire Picker List.
Adjust Picker List Column Width
Sometimes you need to see a little more of the column, in this case you can widen or
narrow the column widths.
To adjust column width:
Table 30. Adjust Picker List Column Width
Step
Action
25.
Select a column heading.
26.
Position the mouse pointer over the right vertical bar of the column.
27.
When the mouse pointer changes to a double-ended arrow, hold down the mouse
button and drag the vertical bar to the right or left.
Some Picker Lists have a large selection of column headings. In most cases, the
PC screen is too small to show all the columns at one time. This requires moving
the page to the right with the right arrow at the bottom of the screen.
Rearrange Picker List Columns
You can also move a column from one location to another.
To rearrange a Picker List:
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Table 31. Rearrange Picker List Columns
Step
Action
28.
Click the middle of a column heading.
29.
While holding the left mouse button, drag the column to a new location.
View Truncated Column Titles
To view a column with a long title truncated by the column width, set the pointer on the
column heading. The full title appears in a box under the title column.
Picker Lists as Reports
You can think of every Picker List as a report. You can add the data you want to display
in the report as a column in the Picker List. You can then view and print the Picker List.
Cross Reference Picker List Information
Cross Referencing allows you to display Picker List information in two ways:
•
As represented on the SYSTEM or other device
•
In a more readable format
Some Picker Lists do not support cross-referencing. Some Picker List content may be
organized in such a way that cross-referencing does not show a different information
format.
Access Cross Referencing
To access cross referencing:
Table 32. Access Cross Referencing in Picker Lists
Step
Action
Result/Notes
30.
Choose Cross Reference from the View
menu bar.
A check mark appears next to it
indicating that cross-referencing is
active for the viewing window.
31.
To turn off Cross Reference, select it
again.
The check mark disappears indicating
that cross-referencing is inactive.
Use Filters to Customize Picker Lists
Use Filters to filter out picker-list information not desired in a report. By saving it as a
new Picker List under a unique name, you can use the new Picker List as a report. You
can define a Picker List to include only STE ports. Then you can view the list and print it
as a report.
To use a filter:
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Table 33. Use Filters to Customize Picker Lists
Step
Action
32.
Highlight the Picker List you wish to filter.
33.
Right-click a picker item to open a menu or pull down the Edit menu.
34.
From the menu, select Filter.
A filter window opens. Figure 10 shows a typical filter.
Figure 10. Filter Window
35.
In the filter window, set the comparison operator.
The comparison operator works with the value setting to define the filter.
The comparison operators available are:
• Equal to
• Not equal to
• Greater than
• Greater or equal to
• Less than
• Less or equal to
• Starts with
• Contains
Contains is useful when you do not know the full text for your search. For
example, to find all users of an ITE-12 you can set the operator to Contains and
the value to 12 and not worry whether the expression contains ITE-12S or 12SD,
etc.
• Check Cross Reference in the View menu to check cross-reference names
for the field value as well as the normal identifier.
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Step
Action
•
•
•
Check the Case Sensitive box if you capitalized specific letters in the field
values.
It searches for the exact case of the value entered.
Check one of the Logical operators (and, Another option is to, except) when
adding multiple search criteria to the filter.
Except is useful for excluding specific values from a search; for example, all
extensions with a value greater than 3000 except for those starting with 4.
Save a Filter as a Picker List Format
To save a defined filter as a Picker List format:
Table 34. Save a Filter as a Picker List Format
Step
Action
36.
Define your filter as either sort or both.
37.
In the menu bar, choose Edit then select Picker Formats.
This opens the Format window.
38.
Type a name in the Format Name text field then click the Define button.
You can also click the Place in View menu option to include your Picker List
format in the list of view menu options.
39.
Go to the view menu to select your new Picker List format. Another option is to
right-click on the record type, and select the picker format name in the picker
formats sub-menu.
Sort a Picker List
You can sort a Picker List with the Sort option under the Edit menu. You can sort on one
or more fields from the Picker List, selecting ascending or descending order for each
field.
A plus next to the field name means ascending order, a minus means descending.
When you click Save, it sorts. Sorts can take minutes to hours, depending on the size of
the database and the sort being performed.
Use the Find Option to Search a Picker List
The Find option allows you to search a Picker List quickly. Find is very helpful when
you have to search through a Picker List with a high number of extensions.
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Search a Picker List Using the Find Option
To search a Picker List using the Find option:
Table 35. Search a Picker List Using the Find Option
Step
40.
Action
Make sure that the Picker List column you wish to search is the left-most
column in the Picker List.
If it is not, use the mouse to drag it to the far left.
41.
Right-click the picker item to open a menu, Another option is to left-click and
pull down the Edit menu.
42.
Select the Find option in the menu (or use the <Ctrl>-<F> shortcut).
The Find Window Opens
43.
Select the Search field by using the drop-down box, and specify the string you
are searching for in the “Find what” text box.
44.
Specify the direction (up or down).
The search starts at the highlighted portion in the Picker List and goes in the
direction specified. You can also specify to match on whole word only, casesensitive, Another option is to choose to open the document, if found. The
search stops at the first match. You can choose find next (F3) or the find again
menu item to continue the search.
45.
Type your search criteria.
For example, if you are searching for extension/user group 2120/1, type this
information in the “Find what” box. If you are searching for a name, type
enough of the name to make it unique. When find recognizes your entry, the
entry appears in the Picker List window.
Edit a Picker List
System record pickers in PSM have a quick edit feature. This allows you to edit a phone
or voice mailbox directly in the Picker List, without opening the record.
To make a system record change using picker edit:
Table 36. Edit a Picker List
Step
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Action
46.
Double-click the desired system record
type to open the Picker List.
47.
Display the column that contains the
data you wish to edit.
Result/Notes
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Step
Action
48.
Select the record you want to change.
49.
Click the Edit button at the bottom of
the picker.
Result/Notes
The editable elements of the system
record become available in the form of
a text box or check box, Another
option is to use the pull-down menu,
Figure 11.
Figure 11. Picker List Edit Button
50.
Click in the text box to set the cursor
and type the change.
51.
Either select Save or Send Now to
complete the change.
After you edit the first record, the
editable text box moves to the next
record and becomes ready for edit.
52.
Click the Edit button at the bottom of
the picker. You can edit multiple
records by clicking on a record and
moving the pointer to highlight several
records, then click Edit.
The change you make to the top record
applies to all the highlighted records.
Export Picker List Information
The export feature allows you to save Picker List information as comma separated files
for import to Excel or as HTML format. This allows you to easily update and maintain
intranet- based directory listings of SYSTEM or voice-mail information.
To export picker information:
Table 37. Export Picker List Information
Step
Action
53.
From the workplace, double-click the desired SYSTEM or voice mail system.
54.
Double-click the desired record type.
55.
Modify the data shown in the picker as you wish.
For example, you can add, delete, and rearrange fields (columns). In addition,
you can filter records and then sort them in ascending or descending order.
56.
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From the File menu, select Export.
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Step
Action
A File Export dialog box opens.
57.
In the box, select Yes for column headers or No if no headers are desired.
The Export As window opens.
58.
In the window, specify a new directory or another name for the exported data
file, if desired.
59.
From the Save as type block, select the type of export file.
60.
Click Save.
Compare Records
PSM allows you to compare any two types of similar records. You can generate a
viewable and printable file that highlights the differences between the two records. Some
examples of comparing records include comparing Classes of Service on two message
servers or comparing two stations that should have the same function but for some reason
do not. This feature allows you to compare two records on the same system or on two
different systems.
Compare Two Class of Service Records
The following is a fictitious scenario. The specific system information provides an
example.
To compare two Class of Service records:
Table 38. Compare Two Class of Service Records
Step
Action
61.
Right-click Classes of Service under your Voice Mail system and select Find.
62.
Type one of the Class of Service numbers that you would like to compare and
click Find Next.
63.
Repeat steps 1 and 2 to find a second class of service record either in the same
message server or on a second message server for which you are licensed.
64.
While holding down the <Shift> key on your keyboard, click both Classes of
Service on the workspace so both are highlighted.
65.
Right-click the highlighted Classes of Service, and select Compare.
The Compare dialog box opens.
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Step
66.
Action
In this dialog, verify that you are comparing the correct records.
If you want to compare two records from different systems, right-click and select
compare for one record, then use the Browse buttons in the Compare dialog to
locate the second record.
67.
In the View As section, select the output format you prefer to view.
Your choices are HTML, Comma Delimited, and Tab delimited. Use your
default browser to view the HTML.
68.
Click OK.
The differences between the two Classes of Service appear in the format you
chose. If you want to see this comparison in the future, save the created file
within the browser.
Sessions Audits and Communication Audits
Session audits and communication audits allow you to see transactions between PSM and
the switch.
The Session Audit is a list of the activity a PSM operator has performed for the day.
•
Select Session Audit from the View pull-down menu.
•
The system creates a new session audit for each day, providing you shut down PSM
overnight.
•
For a station that is left on continually, such as the communication gateway PC, the
session audit file will continue on a single file until you restart PSM.
The Communication Audit is a capture of all communications activity that occurs within
a project.
•
Select View Comm Audit from the Projects pull-down menu after you send a project.
•
Another option is to select from the Events pull-down menu after an event executes.
View History Files
During a Session Audit you can view previous audits. To view a previous audit:
Table 39. View History Files
Step
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Action
Result/Notes
69.
Pull down the View menu and select
Session Audit.
The current session audit window
opens.
70.
In the File pull-down menu, select
Open History.
The Open Audit File window opens.
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Step
71.
Action
Result/Notes
From this window, select the file for
audit and click Open.
The audit for that file opens.
The session audit files have an .opa
extension. For every PSM operator,
PSM creates a directory to store the
.opa file. Typically, the user creates
these directories as
\cmdata\audit\operxxxx, where xxxx is
the number of the operator. You can
then find the .opa files in each
operator's directory.
File Maintenance
PSM creates files that store the transactions between PSM and your switch. Some of
these files can be rather large, especially if your site is large. Developers recommended
periodically backing up some of these files and then deleting the files from your hard
drive or file server to conserve disk space.
Purge Files
Developers recommend periodically purging files that contain operator transactions
(session audits) and files that contain transactions between PSM and the switch
(communication audits). Deleting a project within PSM also deletes the corresponding
comm audit file.
Find, Copy, and Delete Files
The following topics and tables outline procedures for finding, copying, and deleting
files:
Find Files
Use Windows Explorer to search for file extensions. You can also find files or file
extensions from the Windows Start Menu.
Use Windows Explorer to Copy and Delete Files
Read your Windows 98/NT/2000/XP documentation for a complete explanation of
Explorer's options and display formats.
To find and work with .cma and .opa files:
Table 40. Use Windows Explored to Copy and Delete Files
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Step
Action
72.
At the system taskbar, click Start then click Programs.
73.
From the Programs continuation menu, click the Windows Explorer icon.
An alternate method is to right-click the mouse button on Start then click
Explore.
74.
Find your PSM data directory, and click it.
75.
Choose the Find option on the Windows Explorer Tools pull-down menu.
The Find option allows you to either search for Files or Folders or to search for
another computer.
76.
Click the Files or Folders option to display the Find: All Files window.
77.
Type the extension, either *.opa or *.cma, in the Named text field.
78.
Make sure the Look In text field lists the PSM home directory.
79.
Make sure to check the Include sub-folders.
80.
Click Find Now to begin the search.
After a few moments, a window appears with the Result/Notes of the search.
81.
Open the PSM Search option on the File pull-down menu to copy the files to a
Desktop folder.
You can now drag and drop the appropriate folder to where you want to save
files.
82.
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Open the Delete option of the File pull-down menu to delete the selected files.
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Chapter 4
Operator Function
This chapter covers the operator function. The operator function allows you to add new
PSM users or modify information on current users.
Each PSM user must have an operator definition. The operator definition consists of:
•
A user name
•
A user password
•
Pager information if the user carries a pager
•
A User permission levels
Add and Modify PSM Users
Adding and modifying PSM users consists of:
•
Adding new users to the system
•
Modifying existing users
•
Setting permission levels
•
Deleting users
Add a New PSM User to the System
To add a new user to the system:
Table 41. Add a NEW PSM User to the System
Step
83.
Action
Right-click the Operator function to open a menu.
Another option is to left-click and pull down the Operator menu.
84.
In the menu, select Create.
The Operator window opens.
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85.
Enter the information for the user being added.
86.
Click Save.
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Chapter 4. Operator Function
Modify Existing PSM Users
To modify a user in the system:
Table 42. Modify Existing PSM Users
Step
87.
Action
88.
Choose List to display a Picker List of available operators.
89.
Right Click the Operator name on the list.
90.
In the menu, select Modify.
91.
Make any changes that need to be made.
92.
Click Save.
Set Permission Levels in PSM
To set a permission level in the system:
Table 43. Set Permission Levels in PSM
Step
93.
Action
94.
Choose List to display a Picker List of available operators.
95.
Right Click the Operator name on the list.
96.
In the menu, select Modify.
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97.
Choose the Permissions Tab from the Operator Window.
98.
Make any changes that need to be made.
99.
Click Save.
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Delete a PSM User
To delete a user from the system:
Table 44. Delete a PSM User
Step
Action
100. Right-click the Operator function to open a menu.
101. Choose List to display a Picker List of available operators.
102. Right Click the Operator name on the list.
103. In the menu, select Delete.
A delete verification dialog appears.
104. Choose Yes to delete the chosen user; Another option is to choose No to go back
to the Picker List.
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Chapter 4. Operator Function
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Chapter 5
Project Functions
This chapter covers the Project function. Projects allow for flexibility of operation.
Features of the Project functions include:
•
Collecting a series of moves, adds, and changes for transmission to the SYSTEM
database.
•
Accomplishing related moves, adds, and changes, such as a department move coming
next week, today's minor moves and changes, Another option is to a recurring nightly
change to call forwarding.
•
Dedication to a single SYSTEM or can span multiple SYSTEMs.
•
Allowing multiple operators to organize projects - "Carl's Monday MACS," for
example, Another option is to multiple PSM operators can combine changes into one
project.
•
Adding MACs to a project after the project is sent.
•
Checking changes in different projects to see if they affect each other.
•
Moving changes to other projects, giving more control as to when individual changes
are sent.
•
Undoing changes and then can reinstating them.
•
Deleting changes.
Project Picker List
The Project Picker List displays 11 selectable columns:
•
ID
•
Create date
•
Name
•
Owner
•
Permission
•
Status
•
Change count
•
Comm Audit File
•
Event
•
Delete Date
•
Systems in Project.
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Chapter 5. Project Function
Picker List Status Column
The Status column shows an aggregation of the status values for all the individual
changes in the project. For example, if users send some of the changes in the project
status successfully and others fail, the project status is "Sent-some failed." Possible
values for a project are:
•
Saved
•
Sent OK
•
Send Failed
•
Sent-some failed
•
Partially sent
Users see the partially sent status most commonly in two situations; in multiple-system
projects where PSM was unable to send changes to one of the systems or when users add
new changes to a project after it has been sent successfully. To complete the project as
soon as possible, users can reschedule events associated with partially sent projects to
immediately execute again.
Other Columns
The change count column shows the total number of change records in the project. Users
can also display the name of the communications audit file associated with this project as
a column in the Event picker. Additionally, users can display additional information
including:
•
Project status
•
Comm Audit file
•
Change count
•
Permission
•
Create date, owner, and ID
Comm Audit File Column
The Comm Audit file column in the Project Picker List shows the name of the Comm
Audit file residing in the PSMdata\audit directory with a .cma extension. This helps users
view the file with a text editor, so they can use commands such as find or search.
Project Window
To open a Project Window:
Table 45. Open a Project Window
Step
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Result/Notes
105. Double-click Projects to open the
Project Picker List
The Project Picker List opens.
106. Double-click a project in the Project
The Project window lists project
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Step
Action
Result/Notes
Picker List to open the Project window
criteria in the following selectable
columns:
• Description
• System
• Status
• ID
• Project
• Creator
It contains all of the changes you have
made while working in that project. For
example, if you add an extension using
PSM, you see the commands to add the
extension listed in the Project window.
If you view the Project window with
Cross Reference turned on, you do not
see the individual commands. You see
only one line descriptions of each
(MAC)
Description Column
The Description column shows the commands that users send to the SYSTEM database.
The system groups commands under the umbrella of the configuration change they
implement. When you click an individual command in a group, the system highlights all
of the commands. You can then change the status of that group of commands from either
saved to undone or vice versa.
For example, you may:
•
add a Call Pickup group
•
change class of service features
•
or add an extension.
System Column
The System column shows the system where your project works.
Project Window Status Column
It is extremely important for you to understand status because it explains how PSM treats
the change. Following is an explanation of each status.
Always send all pending projects to the SYSTEM before performing a Get
Configuration.
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Table 46. Project Status
Function
Description
Saved Changes
Saved changes are entered into PSM but not sent to the SYSTEM.
The changes are seen in the PSM database as if they are sent to the
SYSTEM, unless a Get configuration runs before sending the
project. If you run a Get configuration before of the all pending
changes in a project are transmitted to the SYSTEM, the project's
changes are no longer seen in PSM. When all project changes are
saved within the project, they can be transmitted.
To view the changes previously transmitted, perform a Get
Configuration. If a set of commands is marked as saved, it means
that it is saved in the PSM database and will be sent and
implemented on the SYSTEM as soon as you transmit the project.
You can undo commands that are saved but not yet sent to the
SYSTEM.
Sent OK
Commands you sent to the SYSTEM cannot be undone. Changes
must be made manually to the SYSTEM through PSM.
Local
A local change is made to the PSM database but there is no
corresponding change to be sent to the SYSTEM, Another option
is to the SYSTEM does the action as a consequence of a previous
action. An example is adding an extension to a call pickup group.
PSM updates the CPUG membership locally to reflect a step the
SYSTEM does automatically.
Undone
Changes will not be sent to the SYSTEM, and the PSM database
has reverted to the setup it had before those commands were
saved. Commands that are undone are reinstated by highlighting
the changes and clicking on the redo option in the Edit menu. This
undoes the undo, and reinstates the change to a saved or local
status.
Send failed
Send failed means that the transaction could not be sent
successfully to the SYSTEM. PSM retries each time the project is
sent in the future. To research the failure cause, view the comm
audit for that project. If you decide you do not want PSM to send
this change anymore you can undo it. This works just like undoing
a saved change by removing it from the PSM database.
Undo a Set of Changes
Before transmitting the changes grouped together in a project, you may mark an
individual change as undone. If you mark a change as undone it does not transmit to the
SYSTEM. This allows you to selectively send changes in a project.
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If you undo a change that a later change depends on, the system attempts the later change
but fails. An example of changes saved in a project:
•
Create a new extension 6609.
•
Modify Pick-up group 10 to add 6609 as a member of that Pick-up group.
If you undo the creation of the new extension in the project, then the system attempts the
modification of Pick-up group 10 but it fails.
The system undoes in reverse order, starting with the most recent change. Redo changes
in forward order.
Use the Other Undo Option
To use the other undo option:
Table 47. Use the Other Undo Option
Step
Action
Result/Notes
107. In the Project window, right-click the
change to open a menu.
Another option is to left-click the
change and pull down the Edit menu.
108. You can select several changes by
pressing <Shift> and highlighting the
changes.
109. From the menu, select the Undo option.
The Undo Changes dialog box opens.
110. Read the instructions in the dialog.
The status of the change switches from
Saved to Undone.
Click Yes (or Yes To All if you
selected several changes).
If undo affects other changes a warning
dialog opens.
Reactivate Undone Changes
If you want to transmit a change you previously undid, you can use the Redo option to
reactivate your change. If the system sends a project with undone changes, the undone
changes remain, available for redo. Users can re-send projects multiple times. The system
ignores any changes that are sent OK when re-sent.
To reactivate changes you have undone:
Table 48. Reactivation Undone Changes
Step
Action
Result/Notes
111. In the Project window, right-click the
change to open a menu.
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Step
Action
Result/Notes
Another option is to left-click the
change and pull down the Edit menu.
112. You can select several changes by
pressing the keyboard Shift button and
highlighting the changes.
113. From the menu, select the Redo option.
The Redo Changes dialog box opens.
114. Read the instructions in the dialog.
The status of the change switches from
Undone to Saved.
Click Yes (or Yes To All if you
selected several changes).
If other changes are affected by the
redo, a warning dialog will open.
Set Project Permissions
To set permissions for your project:
Table 49. Set Project Permissions
Step
Action
Result/Notes
115. From the Project Picker List or from the
Project window, right-click to open a
menu.
down the Projects menu.
116. Select Rename or Set Permissions.
The Project Permissions window
opens.
117. Select permissions for Creator only or
Everyone.
Choose from Display, Modify, Delete,
or Send.
118. When permissions are set, click Save.
Set a Project as Current
If you work in more than one project at a time, the last project you create becomes the
current project. The current project status shows on the right side of the lower status bar.
Any changes you make store in the current project only. If you want to make changes to a
previously created project, you must change the status of that project to current.
To set a project as current:
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Table 50. Set a Project as Current
Step
Action
Result/Notes
119. From the Project Picker List or from
the Project window, select the project
you wish to make current.
120. Right-click to open a menu.
121. Select Set Current.
The selected Project becomes current
and any changes you make store in the
current project.
122. To go directly to the current Project,
pull down the View menu and click
Current Project.
The Project window for the current
project opens.
View Comm Audit
The View Comm Audit option allows you to check for the cause of a failure when
sending project changes to the switch.
To view a Comm Audit:
Table 51. View a Comm Audit
Step
Action
Result/Notes
124. From the menu, select View Comm
audit.
The Comm Audit summary window
opens.
125. To view a portion of the transaction
from the summary, click Display.
An alternate method of accessing the
Comm Audit window is to doubleclick on a change in the project. This
positions the Comm Audit view to
show the selected change.
Yet, another method of viewing
Comm Audit is through the Audit file
column in the Project Picker List.
This shows the name of the Comm
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Step
Action
Result/Notes
Audit file residing in the
PSMdata\audit directory with an .html
extension. This allows you to look at
the file with a text editor where you
can use Find or Search commands.
Move Changes Between Projects
One of the advantages of having multiple projects is the ability to move a set of changes
from one project to another. The Move Change(s) To option on the Change menu allows
you to make these moves.
For example:
Table 52. Sample Scenario for the Move Changes option
Scenario
Sample Problem
Suppose you add three new
extensions to Sales because
you are told they are
expanding.
The system adds these
changes to your current
project.
Then suppose you are told
the expansion has been
delayed for a month.
You now have a project that
includes some changes you
wish to implement this
week and some you wish to
implement next month.
Sample Solutions
One solution is to mark the
sales extensions as undone.
You must remember these
changes were in today's
project and re-activate them
when the expansion takes
place.
You also have another
option. You can move the
sales changes to another
project.
In this example, you could
create a new project and
call it Sales Expansion.
You could then go to the
current project and select
the Move To option to
move the changes into the
newly created destination
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Scenario
Sample Problem
Sample Solutions
project, Sales Expansion,
thus preserving your work.
The Move-To option is enabled only if another project exists. Autoconfigs do not qualify
as another project in this case.
To move a change:
Table 53. Move Changes Between Projects
Step
Action
Result/Notes
126. From the Project window, click and
highlight the change you want to move.
To select a continuous group of
changes, click once on the first change
in the desired group. Hold down
<Shift> and click once on the last
change in the desired group. This
highlights all changes.
127. From the Change menu, select Move
Change(s) To.
This opens the Choose a Destination
Project window.
128. Click the project you wish to move the
change to, then click OK.
The change or changes append to the
end of the destination project.
Transmit a Project
After you complete a project, you transmit it to the SYSTEM so the changes occur in the
PSM database.
To transmit a project:
Table 54. Transmitting a Project to the SYSTEM
Step
Action
129. Right-Click the Project window and
select “Send All Project Changes.”
Result
The Event window opens.
130. In the Event window, schedule a time
for the project to be transmitted,
Another option is to transmit now.
Send Now Feature
PSM allows you to send changes immediately to the SYSTEM, voice mail system; or the
call accounting system. This eliminates the need for scheduling a project while still
providing notification of project status.
In previous PSM releases, users had to:
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•
define a project
•
save the changes to the project
•
schedule the project to be sent.
Delete Projects and Project Changes
Deleting project changes affects PSM based on the status of the project or its individual
changes. If the status of the change indicates it has not been sent, the system warns you.
Delete a Project
To delete a project:
Table 55. Delete a Project
Step
Action
Result/Notes
131. Double-click Projects to open the
Project Picker List.
133. Select Delete.
If the project contains changes that
were not sent, the system warns you.
Delete Saved Changes
When users delete saved changes, the system leaves the changes in the PSM database.
This is useful if someone made changes to the SYSTEM without using PSM. To update
changes to the switch, you can either use the Resynch feature, or input the changes in a
PSM change viewpane, save them, then delete these saved changes in the project
window.
These changes remain in the PSM database and correspond to changes made directly to
the SYSTEM database (without using PSM). Both databases match without performing a
get configuration.
Delete Undone Changes
Undone deleted changes are completely removed from the PSM database as if they were
never entered.
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Delete Unsent Changes
You can delete changes not sent to the system. There can be also have changes that were
saved but not sent but failed as indicated in the Status column of the Project window as
“Send Failed”. You have the option of undoing the unsent change if the change does not
match what is already in the system. Another option is to delete the change without
undoing it if the change was already made outside PSM.
To delete an unsent change, that has a status of Saved or Send Failed:
Table 56. Delete Unsent Changes
Step
Action
Result/Notes
134. Open the project window and find the
unsent project (change).
135. Right click the change to open the
menu.
136. In the menu, click Delete.
The Delete Records dialog box opens.
137. Click Yes.
The Delete Changes dialog box
opens.
138. Select Yes to undo the sent change or
select No to reverse a backdoor change.
Delete an Unsent Project
You can delete complete projects not sent to the system.
This can be a project that was:
•
saved but not sent
•
sent but failed as indicated in the Status column of the Project window as Send
Failed.
You have the option of undoing the unsent project if the change does not match what is
already in the system. Another option is to delete the project without undoing it if the
change was already made outside PSM.
To delete an unsent project that has a status of Saved or Send Failed:
Table 57. Delete an Unsent Project
Step
Action
Result/Notes
139. Open the project Picker List, and find
the unsent project.
140. Right-click the project to open the
menu.
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The Delete Records dialog opens.
142. Click Yes.
The Delete Project dialog opens.
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Step
Action
Result/Notes
143. Select Yes to undo the sent change or
select No to reverse a backdoor change.
Delete Sent OK Changes
The Delete Sent OK Changes action is the same as deleting saved changes except that the
changes have already been sent to the system via PSM.
Automatically Delete Projects
You can automatically delete successfully sent projects. To set up for automatic project
deletion:
Table 58. Automatically Deleting Projects
Step
Action
Result/Notes
144. Open the Event window for a project.
145. Click the Options button.
This opens the Event Options window.
146. In the Project Deletion section at the
bottom of the Options window, set the
date and time for automatic deletion.
The system automatically deletes the
project at that date/time.
Troubleshoot a Failed Project
There are three possible reasons why a change you made to a phone or mailbox in PSM
may not appear to have been completed on your system or message server.
1. The system did not send the change to the system or Voice Mail system because of
scheduling issues.
2. The system is missing a communication link between the PSM server and your
message server.
3. PSM encountered an error when sending the change to the message server.
Check the Status of Your Change
When you send a project or perform an auto-configure, PSM creates an event. An event
is the scheduling component of the project.
To verify that PSM successfully sent an event:
Table 59. Check the status of Your Change
Step
Action
Result/Notes
147. Double-click Events to open the event
Picker List.
148. Check the status field.
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The status field indicates what has
happened to a particular event.
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Step
Action
Result/Notes
149. Open the project window, and doubleclick the change that failed.
•
•
•
The Comm Audit window opens in
your browser.
You should be able to see what
happened as PSM was attempting
to send the change to the SYSTEM
or message server.
Based on the information in the
file, you should be able to
determine what happened.
An event status may be one of the following:
Table 60. Event Status Options
Status
Definition
Action
Waiting
The event is waiting for a
particular time to execute.
Allow the project to
proceed as scheduled.
In Progress
The event is currently being
sent to the system.
Allow the project to
complete, and then recheck
status.
Complete
The event completed
without any errors.
None
Error-View Comm Audit
The event completed but
detected an error(s).
Identify the problem. (Table
61)
Postponed
The event has been
postponed and is not sent
unless rescheduled.
Someone postponed the
project. If there is no reason
to wait, re-send the project.
Wait-Station Busy (only for
systems with serial
connections)
The event is waiting for a
modem to become available
to send the change.
Allow time for a modem to
become available. If this
status remains, check with
the System Administrator to
see if the modem needs to
be reset.
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Identify the Problem
If the event has a status of “Error-View Comm Audit,” check the project to determine
which change(s) did not complete successfully.
To check the project:
Table 61. Identify the Problem
Step
Action
150. Open the project Picker List, and double-click the project to open the project
window.
151. Check the Status column.
152. The status of each change may be one of the following:
• To make the project window easier to read, pull down the View menu and
select Cross- Reference.
• To revert to the previous view, select Cross-Reference again.
Table 62. Error Status
Status
Definition
Action
Saved
The change is saved to
PSM, but it has NOT been
sent to the Message server.
Re-send the project. Only
changes that are not marked
Sent OK will be sent again.
Sent OK
The change has been sent
successfully.
None
Send Failed
The change was NOT sent
successfully.
Check the Communication
Audit.
Local
The change did not have to
be sent to the system (the
requirement was to only
change a reference in the
database)
None
Undone
The change is removed
from the PSM database.
If change should be
implemented, right-click the
change and select Redo,
then send the project again.
Correct the Problem
Many problems occur because the PSM database is not updated to reflect the systems
database. Correct this by:
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Performing a resync if the problem occurred on the Pointspan system.
•
Performing a Get Configuration if the problem occurred on your Octel message
server.
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Below are two examples of common problems, their cause, and their solutions.
Table 63. Common Problems, Causes, and Solutions
Problem
Possible Cause
Solution
When trying to create a
mailbox an error saying the
mailbox already exists
appears.
Mailbox number was used
outside of PSM.
In the Comm-Audit
window, make sure the
mailbox is the same one
you are trying to build.
• If mailbox looks
correct, ignore the error.
• If mailbox is not
correct, modify it
through the SMT. If
mailbox number is in
use by another
subscriber, undo your
change in PSM and
recreate with a different
number.
In any case, re-auto
configure your system as
soon as possible.
When trying to modify a
mailbox, an error saying the
mailbox does not exist
appears.
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Mailbox was deleted
outside of PSM.
Find out why the mailbox
was deleted. If there should
be a mailbox there with that
number:
• Undo your current
changes for that
mailbox.
• Delete the mailbox in
PSM.
• In a separate project,
rebuild the mailbox
with the attributes you
wanted.
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Chapter 6
Events Function
This chapter describes the Events function and covers its operation. PSM initiates an
event and the Event window when you:
•
send station moves and changes (SMAC) to the switch (Chapter 9)
•
when you send a project (Chapter 5)
•
when you perform a Get Configuration (Chapter 3).
Double-clicking on Events in the navigation area opens a Picker List of events that are
either:
•
in progress
•
waiting
•
complete
•
postponed
•
error status.
Double-clicking on a scheduled event in the Picker List opens the Event window. In the
Event window you can modify, Another option is to delete the event.
The Event Window
The Event window, shown in Figure 12, consists of three sections:
•
Scheduling
•
Recurring day
•
Recurring time
The window also contains four buttons: Connections, Options, Save, and Cancel.
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Chapter 6. Events Function
Figure 12. Event Window
Scheduling Section
In the Scheduling section, you can set the time that PSM either retrieves database
information from the SYSTEM or transmits a project to the SYSTEM. You can schedule
the event to occur in any of the following methods:
Table 64. Event Scheduling
Step
Action
153. Run Now
Result/Notes
Begins as soon as you click the Save
button.
154. Run at a specific date and time
Click the down arrow next to the date
field to select the date from a calendar.
155. Postpone
Postpones a scheduled event
156. Expired
The event is complete
Another option is that PSM has
attempted to send the project multiple
times without success.
157. Recurring
PSM processes the event on a
scheduled day and at a scheduled time
on a recurring basis. Aspects of the
process are:
•
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Every day - The time delay
between each Event (how often do
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Step
Action
Result/Notes
•
you want this event to occur) If the
delay is shorter than the time
period noted in the “From” and
“To,” the event is sent the number
of times the time delay fits into the
time period.
Every - M, T, W, T, F, S - Days of
the week (Monday - Saturday) that
can be selected for the events to
occur.
Recurring Time Section
The Recurring time section of the Event window lets you set two parameters:
Table 65. Recurring Time
Step
Action
Result
158. Run at
The time the event is sent on the days
selected above.
159. Repeat every
The recurring interval when more than
once per day, on the days selected
above.
160. “From” and “To”
The time period in which the event can
be sent The “From” time is usually set
for later than the current time. The
“To” time is the end of the range for an
event to occur.
Connection Button
Click the Connection button to open the Connection Wizard shown in Figure 13. The
Connection Wizard allows you to connect to your SYSTEM.
Unless you are working on the communication gateway PC or on a single-user
installation, this button will be disabled.
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Figure 13. Connection Wizard
Options Button
Clicking the Options button opens the Event Options window shown in Figure 14. This
window contains six sections:
Figure 14. Event Options Window
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•
Operator permissions
•
Project errors
•
Auto configure options
•
Listing
•
Script errors
•
Project deletion
The Event Options window allows you to:
•
Set the time period PSM waits before resuming communication after a failure
•
Record the number of times it attempts to send the event before giving up
Options are only valid when sending changes to the SYSTEM, versus receiving
information.
The items presented in the options window are left at their default settings. You only
need to change them on a special-needs basis:
Table 66. Event Functions
Option
Function
Operator Permissions
PSM can allow interruption or cancellation of an event by:
• Anyone - Any user
• Any operator - Any PSM user with a username and
password
Creator only - Only the user who starts the event can cancel
it. This option protects you against accidental or
indiscriminate use of the Abort button on the Event Status
window. If the user clicks the Abort button, the Login dialog
appears. Entering an incorrect password causes the system to
ignore the abort request and interrupt the event in. Clicking
OK, allows you to click a second time on the Abort button,
and the system displays the Login dialog. You can once
again attempt to enter the correct password. Once you enter
the proper password, the system grays out the Abort button.
Project Error
Number of minutes PSM waits before attempting the event
again if there is a data transmission error includes the number
of times PSM attempts to perform the event when it
encounters errors. This is useful when trying to perform
moves, adds, and changes on an instrument in use. For
example, if you set the length of time at five minutes and the
number of retries at ten, PSM waits five minutes when it has
a problem and retries ten times before aborting.
PSM pages an operator if it encounters an error it cannot
resolve. Define pager numbers via the Operator function. A
modem must be accessible by the communication gateway
PC for PSM to page.
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Option
Function
Auto-Configure Options The Event Options window presents the following options
for obtaining and processing intermediate files from the
switch. Always select Differential auto-configure after the
initial auto-configure. In making option selections, you can
select:
• One if you just want to review,
• One and two if you want to build a new database from
the intermediate file
• All three if you just want to update your (PSM) copy of
the database.
Synch
PSM generates a record of the switch database (an
intermediate file). It uses the differences between it and the
current copy to update the current copy. It also generates an
“auto-config log” project that contains all the changes made
to the database. The box for Synch dims if the system does
not support Synch or if the event is not an Auto-Configure
event.
Obtain Intermediate
Files from the System
PSM polls the switch and generates an intermediate record of
the switch database. This clears the PSM database. This
option is useful if you want to review the switch database but
do not want to take action at this time. If you want to pick up
only the differences, check differential auto configure as
well.
Build Databases from
Intermediate Files
PSM reads from the intermediate file and creates a new PSM
database. This is useful for trouble-shooting operations only.
• Check before each change - List the database
configuration before issuing any change command.
• Check after each change - List the database configuration
after a issuing a change command. This is extremely
helpful in reviewing what happens in the communication
audit after PSM sends changes. Typically, this is not
required since the switch automatically lists the database
configuration after it confirms the change command.
Listing
Script Errors
In case of script errors, you can set the time to wait before
PSM resends an event and specify how many times to try
again.
Project Deletion
Allows you to set a date and time to automatically delete a
completed project.
Cancel and Save Buttons
•
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Cancel
The Cancel button clears any changes to the Event window during this session and
closes the window.
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•
Save
The Save button saves your changes and closes the window. If you select the Execute
Now option, click Save to tell PSM to get or send the information immediately.
When you save a Get Configuration event, leave PSM running. If you quit PSM, the
activity does not occur.
Event Picker List
You can set the Event Picker List to display information under the following columns:
Table 67. Event Picker List
Information Display Columns
ID
Start Time
Beep when done
Name
Check before
Page operator
Date
Check after
Operator to page
Creator
Retry times
Differential auto configure
Project
Retry start
Recurring Days
Schedule Mode
Abort mode
Recurring Range
Status
Quit when done
Recurring Rate
Delete Date
Access an Event
To access an event:
Table 68. Access an Event
Step
Action
161. Double-click Events to open the Events Picker List.
162. In the Picker List, double-click the event.
The Event window opens.
Selecting the Display option from the Events menu allows you to view the event.
Although it might appear that you can edit while in the display mode because the
fields are modifiable, you cannot because the Save button is inactive (grayedout).
Ensure an Event Can Occur
To ensure that an event can occur, check for the following:
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•
If running on a stand-alone PC
You must have PSM running when you schedule events. If PSM is not running (if
you exit from PSM), you cannot make the event. Minimize PSM if you need to use
your system for other work.
•
If running on a local area network
In this environment leave the communication gateway workstation on with the ability
to communicate with the remote system. Minimize PSM.
Event Status
The event Picker List displays a status column indicating the state of a particular event.
When you pair the data in this column with the data in the project Status column, you can
determine whether a project requires your attention or not.
Add the Status Column
To add the status column:
Table 69. Add the Status Column
Step
Action
Result/Notes
163. Right-click a column heading in the
Picker List to open a menu.
down the Column menu.
164. In the menu, click Edit.
The picker settings window appears.
165. Locate Event in the available columns
list and click the plus sign.
166. Double-click Status from the list that
appears below Event.
”Status of Event” appears in the
Current columns list.
167. Click OK.
View Comm Audit
The View Comm Audit option in the pull-down menu allows you to check for the cause
of a failure of a particular event. To access the comm audit window, right-click the event
in the Picker List to open a menu.
Another option is to left-click and pull down the Events menu. In the menu, select View
Comm Audit.
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Monitor an Event
With the Event Monitor, you can monitor the status of any running event from any client.
The Event Monitor also allows you to view the status of multiple events in progress from
a single window.
To monitor an event or events:
Table 70. Monitor an Event
Step
Action
168. Select Event Monitor from the View
menu or the Events menu.
Result/Notes
The Event Monitor window opens.
The window shows the name of the
project, date and time started, the
owner (initiator), and project details.
Another option is to right-click Events
and select Event Monitor.
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Chapter 7
The SYSTEM Function
This chapter covers the SYSTEM function. The SYSTEM function is your gateway to
station moves, adds, and changes (SMAC).
SYSTEM Information Window
The SYSTEM information window, Figure 15, consists of information sub-windows
accessed by pull-down windows. The window displays the name of the SYSTEM, the
product line, and the model number. When the window opens, the System Parameters
window appears. From the information window, you can view and modify SYSTEM
information.
Figure 15. SYSTEM Information Window
SYSTEM Sub-Windows
SYSTEM sub-windows consist of the following:
Table 71. SYSTEM Sub-windows
Option
Function
System Permissions
The “Modified By” block allows you to set
auto-configuration privileges for the
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Chapter 7. SYSTEM Function
Option
Function
System Hierarchy
SYSTEM. Choices are System
administrator or Every operator. If you set
this to System Administrator, only the
person using the System Administrator
login can run an auto-configuration.
• Lists the selected equipment and the
domain associated with it. When
installers generate the PSM site license
file they enter each SYSTEM and
Voice Mail package under a common
Domain name.
DID View
Areas
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If the license links the switch to a voice
mail system, the records are maintained as
a block and you see them associated here.
If they are not linked in the license, the
records are not maintained together and
they are not shown associated here.
• Block start and Block end
These fields identify the DIRN ranges
that are DID numbers. Click the Add
button to add the range entered. Use
the other buttons to remove, replace, or
import from a text file to change the
list of DID blocks.
• DID Blocks list
Displays the current DID blocks. This
information is useful when doing
MACs. When creating or modifying a
voice line, divide the available system
DIRNs are into different lists for easier
selection. This makes it possible to
select DIRNs based on their allocation
as DID, Non-DID, Assigned or UnAssigned.
• Range start, Range end, and Range
name
These fields associate SYSTEM
circuits with physical or logical
locations. The Range name can be a
building, floor, etc. associated with
physical SYSTEM hardware. Click the
Add button to add a range of circuits.
Use the other buttons to remove,
replace, or import from a text file to
change the list of areas.
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Option
Function
•
System Parameters
•
•
Range list
Lists the defined areas and associated
circuits (stations). This information is
useful when doing MACs. You can
configure the Picker List to display
only the circuits associated with the
physical or logical areas where the
MACs are processing without having
to list the system wide resources.
Wiring Station Field
Identifies the field in Wiring Look-Up
that has the Station number. This
information is used as a key by PSM to
associate the database with a circuit.
Last autoconfiguration update
Displays the date and time of the last
PSM database update from the
SYSTEM. The update can be a Get
Configuration or a Resynchronization.
SYSTEM Picker List
You can access the Picker List by right clicking on a SYSTEM in the navigation area and
selecting List. Available columns in the Picker List are:
•
System ID
•
Name
•
Make
•
Product Line
•
Model
•
Software
•
Last Autoconfig.
Work with the SYSTEM
There are several common steps to use when working with the SYSTEM directly.
•
Get the configuration
•
Transfer the system to the workspace
•
Modify system information
Get the Configuration
Before you can perform SMAC, you must retrieve the current SYSTEM database
configuration from the switch by performing a Get Configuration.
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Chapter 7. SYSTEM Function
If the SYSTEM database is updated to a new version, you must perform a SYSTEM Get
Configuration so that PSM will match the new version.
Transfer the SYSTEM to the Workspace
To transfer the SYSTEM to the workspace:
Table 72. Transfer the SYSTEM to the Workspace
Step
Action
Result/Notes
169. Right-click the SYSTEM function to
open a menu.
170. Select Transfer to Workspace in the
menu.
The SYSTEM will transfer to the
workspace display area as an icon.
Modify SYSTEM Information
To modify SYSTEM information:
Table 73. Modify SYSTEM Information
Step
Action
Result/Notes
171. Right-click a SYSTEM in the
workspace to open a menu.
down the SYSTEM menu.
172. From the menu, select Modify.
The SYSTEM Information window
opens.
From sub-windows accessed by the
pull-down viewpane, you can display
and edit the following SYSTEM
information:
• Name of the SYSTEM
• Security level for modification
privileges on the SYSTEM
• System hierarchy
• Direct Inward Dial blocks
• Areas associated with specific
station changes
• System Parameters (wiring station
field and date/time of last
configuration or resynchronization)
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Chapter 8
Voice Mail Databases
This chapter covers voice mail databases. Voice Mail is a PSM purchased option.
Currently, only the Octel Messaging Division voice mail system is supported. Other
Voice Mail Systems will be added in later versions of PSM.
Procedures Common to ALL Databases
Procedures common to all PSM databases:
•
Accessing a database (get configuration)
•
displaying Picker List columns
•
transferring a record to and from the workspace
Octel Networking, System Permissions and System Hierarchy
The Voice Mail window (Octel) contains three view panes:
•
One allows the administrator to set permissions for modifying mailboxes for a
specific operator or for every operator.
•
One allows system hierarchy viewing.
•
Octel Networking allows you to enable networking features in PSM if you manage
more than one Octel system from PSM.
System Hierarchy displays the relationship of the Voice Server to its related SYSTEM(s).
The relationships can be displayed as either one voice mail system to one SYSTEM or
one voice mail system to many SYSTEM(s).
Access the Voice Mail Window
To access the Voice Mail window:
Table 74. Access the Voice Mail Window (Octel)
Step
Action
Result/Notes
173. Click Octel on the tree.
174. Pull down the Voice Mail menu, and
select Modify.
The Voice Mail window opens
showing the Systems Permission view
pane, Figure 16.
System Permissions are enabled only
for the system administrator and allow
the administrator to control who can
conduct system Auto-Configurations
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Chapter 8. Voice Mail Databases
Step
Action
Result/Notes
Figure 16. System Permissions View
Pane
175. Click the down arrow and click System
Hierarchy in the viewing window.
The System Hierarchy view pane
opens, Figure 17.
Figure 17. System Hierarchy View
Pane
Manage Octel Mailboxes
The Octel Mailbox function provides access to the Octel 250/350 and Octel 200/300
message server mailboxes. The Octel Mailbox function enables you to:
•
create and change mailboxes
•
change classes of service
•
create and change distribution lists.
In addition, the changes you initiate in PSM are automatically uploaded to the Octel
message server. Screen views in this chapter are based on Octel Aria. Octel Serenade
views are similar.
There are five sub-functions under the Octel 250/350 Mailbox function, and five subfunctions under the 200/300 function. Operations available within these functions vary
depending on whether you right-click in the Picker List, right-click from the workspace
hierarchy, or right-click the icon in the workspace. Operations available from the pulldown menus also vary as to whether you pull down the menus within the Picker List or
from the workspace heading.
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Access an Octel 250/350 Mailbox
To access an Octel Aria Mailbox:
Table 75. Access an Octel 250/350 Mailbox
Step
Action
176. Double-click Mailboxes in the workspace to open the Mailboxes Picker List,
Figure 18.
Figure 18. Mailbox Picker List
177. Right-click an entry to open a menu in the Picker List.
Another option is to left-click and pull down the Mailboxes menu.
178. Select Transfer To Workspace.
The record appears in the workspace as an icon.
Create an Octel Aria Mailbox
To create an Octel Aria Mailbox:
Table 76. Create an Octel Aria Mailbox
Step
Action
Result/Notes
179. Right-click Mailboxes to open a menu.
Another options is to left-click and pull
down the Mailboxes menu.
180. Click Create in the menu.
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The New Mailbox dialog box opens,
shown in Figure 19.
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Step
Action
Result/Notes
Figure 19. New Mailbox Dialog
181. Enter the number of the new mailbox,
and click OK.
This opens the Octel Aria Mailbox
window shown in Figure 20.
Figure 20. Octel Aria Mailbox
182. Enter the name and other information,
and click Save.
This creates a mailbox as shown in the
Picker List.
Modify an Octel Aria Mailbox
To modify a mailbox:
Table 77. Modify an Octel Aria Mailbox
Step
Action
183. Double-click Mailboxes in the
Workspace to open the Picker List.
Result/Notes
The mailbox window for the specific
mailbox opens.
184. Make changes in the field you wish to
modify (name, class of service, system
distribution List, etc.).
185. Click Send Now to send your changes
to the message server.
Another option is to click Save to save
the changes to a project to be sent later.
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When working with a large Picker
List, you can find the mailbox by
using the Find function.
1. Right-click Mailboxes to open a
menu.
2. Select Find from the menu.
This opens a find dialog.
3. Type the mailbox number in the
dialog
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Step
Action
Result/Notes
4. Click Find Next.
An icon will appear in the
workspace.
5. Double-click the icon to open the
mailbox window for that mailbox.
Multiple Modify an Octel Aria Mailbox
To multiple modify a Mailbox:
Table 78. Multiple Modify an Octel Aria Mailbox
Step
Action
Result/Notes
workspace to open the Mailboxes
Picker List.
187. Right-click to open a menu in the
Picker List.
188. Select Multiple Modify in the menu.
This opens the Multiple Modify Octel
Aria dialog shown in Figure 21.
Figure 21. Multiple Modify Octel
Aria
189. In the Multiple Modify Octel Aria
dialog, click the Mailboxes tab to open
the mailboxes view.
A chooser list opens.
190. Click Add.
191. Repeat step 6 for each mailbox to be
included in the multiple modify.
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Step
Action
Result/Notes
192. Click the Fields tab.
193. In the Fields section, select a field and
type or select values for the field to be
modified.
194. When the appropriate fields have been
modified click Send Now to send the
change to the system.
Copy an Octel Aria Mailbox
To copy a mailbox:
Table 79. Copy an Octel Aria Mailbox
Step
Action
Result/Notes
Picker List.
196. Right-click the record to open a menu.
197. In the menu, click Copy.
The Copy Mailbox dialog box opens,
Figure 22
Figure 22. Copy Mailbox Dialog
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Delete an Octel Aria Mailbox
To delete a mailbox:
Table 80. Delete an Octel Aria Mailbox
Step
Action
Result/Notes
Picker List.
199. In the Picker List, right-click a record to
open a menu.
200. In the menu, select Delete.
The Delete Mailbox dialog box
opens.
201. Click Send Now to send the change to
the server.
the change to a project to be sent later.
202. To cancel the Delete, click Cancel.
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Renumber an Octel Aria Mailbox
To renumber an existing mailbox:
Table 81. Renumber an Octel Aria Mailbox
Step
Action
203. In the Workspace, double-click
Mailboxes to open the Picker List.
Result/Notes
The Picker List opens
204. In the Picker List, right-click a mailbox
to open the menu.
205. In the menu, select Renumber.
The Renumber Mailbox dialog for the
specific mailbox opens, Figure 23.
Figure 23. Renumber Mailbox
Dialog
206. Type the new mailbox number.
System Distribution Lists
System Distribution Lists allow you to group mailboxes into distribution lists.
Create a System Distribution List Mailbox
The following is a fictitious scenario. The specific information entered is an example.
(The distribution list is for the Hardware Engineering group with a mailbox number of
9999.)
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To create a distribution list:
Table 82. Create a System Distribution List Mailbox
Step
Action
Result/Notes
208. Right-click System Distribution Lists
to open a menu.
down the System Distribution Lists
menu.
209. In the menu, click Create.
The New Mailbox dialog box opens.
210. Type the number 9999 as the
distribution list mailbox number and
click OK.
An Octel 250/350 Mailbox window
showing “9999” in the window title
opens.
211. Click Main View in the record
navigation area.
212. Type Hardware in the name block.
213. If necessary, change the class of
service and browse to view class-ofservice feature subsets.
214. In the password field, type in the
password.
If you select Random, a random
password appears in the password
block.
Another option is to click Random.
215. Click System Distribution List in the
record navigation area.
The Hardware distribution list appears
to the right.
216. In the Candidate Mailboxes area, scroll
and select mailboxes that should be on
this list.
217. Click the Add button to send the
mailbox to the SDL 9999 Members
area.
This generates a plus sign (+) in the
area.
218. Click the plus (+) sign to see the
mailboxes that are members of this list.
219. Repeat steps 4 and 5 until you add all
mailboxes to the list.
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Step
Action
Result/Notes
Create a System Distribution List with Sub-lists
The following is a fictitious scenario. The specific information entered is an example.
(The distribution list is for the engineering department with a mailbox number of 6666.
The sub- list is the Hardware engineering group created in the previous paragraph.)
To create a distribution list with sub-lists:
Table 83. Create a System Distribution List with Sub-lists
Step
Action
Result/Notes
221. Right-click System Distribution Lists
to open a menu.
menu.
222. In the menu, click Create.
The New Mailbox window opens.
223. Type the number 6666 as the
distribution list mailbox number, and
click OK.
A Type-6 Octel 250/350 Mailbox
window showing “6666” in the
window title opens.
224. Click Main View in the record
navigation area.
225. Type Engineering in the name block.
226. Change the class of service if necessary
and browse to view class-of-service
feature subsets.
227. In the password field, type in the
password.
If you select Random, a random
password appears in the password
block.
Another option is to click Random.
228. Click System Distribution List in the
record navigation area.
229. Select System Distribution Lists from
the List type: pull-down menu.
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The Hardware distribution list appears
in the candidate mailboxes list.
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Step
Action
230. Select the Hardware SDL and Click
Add.
Result/Notes
The Hardware distribution list will be
added as a sub-list to engineering
distribution list 6666.
Another option is to click save to send
Modify a System Distribution List
To modify a system distribution list:
Table 84. Modify a System Distribution List
Step
Action
Result/Notes
232. Double-click System Distribution Lists
to open the System Distribution Lists
Picker List.
233. Right-click a System Distribution List
to open a menu.
menu.
234. In the menu, click Modify.
The Octel Aria Mailbox window
showing the System Distribution List
view pane opens, Figure 24.
Figure 24. System Distribution List
Remove a Mailbox from a System Distribution List
To remove a mailbox from a system distribution list:
Table 85. Remove a Mailbox from a System Distribution List
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Step
Action
Result/Notes
235. Right-click on the System Distribution
List you want to modify to open a
menu.
menu.
The Delete Mailbox dialog showing the
delete candidate opens.
Add Mailbox to System Distribution List from Mailbox Window
To a add mailbox to a distribution list from the mailbox window:
Table 86. Add Mailbox to System Distribution List
Step
Action
Result/Notes
238. Double-click the mailbox record you
want to add to a system distribution
list.
The Mailbox window opens.
239. Select Member of Distribution List.
All system distribution lists appear in
the candidate pilots area.
240. Highlight the distribution list to which
you want to add the mailbox.
This activates the Add button.
241. Click Add.
The distribution list for that mailbox is
added in the right display.
the message server.
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Add to a Distribution List from the Add To Distribution List Window
To add a mailbox to a distribution list from the Add To Distribution List window:
Table 87. Add a Distribution List from the Add to distribution List window
Step
Action
243. Right-click a mailbox to open a menu,
and click Add To Distribution List.
Result/Notes
The Add To Distribution List window
opens. Figure 25.
Figure 25. Distribution List Window
244. Click the Advanced Options tab, and
click Add.
A chooser box opens.
245. Select the mailbox or boxes you want
to add, and click OK.
The mailbox(es) appear in the left
window.
246. Click the Add Members tab.
247. Select the desired System Distribution
List in the Available Lists area.
248. Click the Add to List button at the
bottom of the window.
the changes to a project later.
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Add Multiple Mailboxes to a Distribution List
To add multiple mailboxes to a distribution list:
Table 88. Add Multiple Mailboxes to a Distribution List
Step
Action
Result/Notes
250. Create a project or make sure the
project you want to use is set as current.
• Use the filtering and sorting
commands to find a list of
mailboxes that you want to add to a
system distribution list.
• Select all the mailboxes in your list
by clicking on the top record,
holding down your shift key, and
clicking the last record in your list.
Another option is to use your
Control key to select non-adjacent
records.
251. Right-click one of the highlighted
records.
252. From the menu, select Add to
Distribution List. In the Add to System
Distribution List window.
The mailboxes you selected in the
Mailboxes area appear.
253. In the Available Lists area, expand
System Distribution Lists to see the
available lists.
254. Click the Add to List button at the
bottom of the window.
255. Click the plus (+) sign to expand the list
you chose the mailboxes you have just
added listed beneath the SDL appear.
256. Click Save.
257. Send the project to your Message
Server when you are ready
Add Mailboxes to a Distribution List from File
If the list of mailboxes you wish to add to a distribution list is not easy to identify, create
a simple text file with a list of the mailbox numbers and import the list.
To add mailboxes to a distribution list from a file:
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Table 89. Add Mailboxes to a Distribution List from File
Step
Action
258. Type a single column of mailbox
numbers in a text-editing program such
as notepad, and Save it with the .txt file
extension.
Result/Notes
The mailbox numbers in this text file
should already be built in your PSM
database.
259. Create a new System Distribution List,
if necessary.
260. Create a new project or make sure the
project you want to use is set as
current.
261. By scrolling through your list or using
the Find feature, locate one of the
mailboxes you want to add to the SDL
in your mailbox Picker List.
262. Right-click this record, and select Add
to Distribution List from the menu.
The Add to Distribution List window
opens.
263. Click the Advanced Options tab.
The lower section of the Advanced
Options tab is labeled “Import from
file.”
264. Click the Browse button and use the
explorer dialog to locate the text file
containing your mailbox numbers.
265. Click the Browse button and use the
explorer dialog to locate the text file
containing your mailbox numbers.
The file path and name appears in the
Import from file area.
266. Click the Import button to import the
data from this file.
When the file has been imported, the
mailbox numbers and their names
appear in the Mailboxes area.
267. Click the Add members tab.
268. Expand the System Distribution List
view in the Available lists area on the
right side of the window.
269. Select the SDL desired for adding the
mailboxes.
270. Click the Add to list button.
PSM validates each candidate mailbox
to be sure it is the correct type.
the system.
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Step
Action
Result/Notes
Another option is to click Save to Save
Networking
PSM supports multiple Aria or Serenade networked message servers. This feature assists
with the following functions:
•
You can view and select mailboxes from other message servers licensed in PSM for
distribution list membership.
•
PSM displays the network nodes and numbering plan configuration for each message
server.
•
When you delete a mailbox, PSM automatically deletes references to the mailbox on
networked message servers.
For the network feature to work in PSM the network feature must be enabled in PSM and
the serial number for each system in the network must appear in the Network Node table.
Turn on the Network Feature
You must turn on the network feature for PSM to allow you to add and remove mailboxes
from system distribution lists on networked message servers.
To turn on the feature:
Table 90. Turn on the Network Feature
Step
Action
Result/Notes
272. Right-click Octel in the navigation area
in the workspace.
273. Select Modify from the menu.
The Octel window opens.
274. In the Voice mail viewing pull-down
window, select Octel 250/350
Networking.
The Network view pane appears.
275. In the window, click the box next to
“Network enabled.”
Network Nodes
To see if the serial number is recognized for each system licensed in PSM, double- click
Network Nodes. The Network Nodes table opens. The table is read-only.
If any of the Serial Number fields are blank in your table, you can correct the problem by
either manually populating the field or by having someone send a voice message from the
remote system. Review the network node table for each system licensed in PSM.
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Update Network Information
If you have to modify the serial number fields on one or more of your systems, you must
re-autoconfigure the network information to PSM.
To update network information:
Table 91. Update Network Information
Step
Action
Result/Notes
276. Right-click the system name in the
Workspace.
277. Select Get Configuration (Network
Only).
278. In the Event window, select Run now.
Another option is to schedule the
process for a later time.
279. Click Save.
280. Monitor the progress in the Event
monitor.
PSM dials into the system, gathers the
new network data, and incorporates it
into the database. When this process
completes, the new information
appears in the Network Nodes list.
Delete Remote References
When PSM deletes or renumbers a mailbox, it also attempts to update remote references
on other systems on your network, such as system distribution list membership. If you
have remote references on your network that existed before PSM installation, you may
use PSM to delete the remote references. PSM may not delete a remote reference if one
of the remote systems is also being autoconfigured. Delete all remote references if you
see a reference on a networked system to a mailbox you know has been deleted.
To delete remote references:
Table 92. Delete Remote References
Step
Action
Result/Notes
281. Highlight Mailboxes under the system
the mailboxes were in previously.
282. Pull down the Mailboxes menu and
select Delete Remote References.
The Delete Remote References dialog
box opens.
283. Type the number of the former mailbox
in the Mailbox block.
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Step
Action
284. •
•
Result/Notes
If you want to delete any reference
on any of the systems in your
license, leave the default value
(All) In the System block.
If you want to remove a specific
reference from a system, select a
specific system name from the
pull-down menu.
285. Click Save.
The Send Now dialog box opens.
286. Select Send Now to send the deletion
to the system.
Another option is to select Save to save
the deletion to a project to be sent later.
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Chapter 9
Station Moves, Adds, and Changes (SMAC)
This chapter addresses station moves, adds, and changes (SMAC). In managing SMAC,
PSM emphasizes on voice lines. Although the Pointspan switch architecture centers on
stations, system administrators receive change requests described in terms of people and
directory numbers.
Stations (ITE, STE, SASI, BRI, T1ITE, and OPX)
You can:
•
create
•
modify
•
display
•
delete
•
copy
•
move phones and equipment
•
swap locations
•
print a copy of the faceplate.
You can also access all related aspects of the station, primarily associated with each
station. In addition to supporting the above stations, PSM supports work at home stations
and stations for ACD teams.
Create a Station Record
To create a station record:
Table 93. Create a Station Record
Step
Action
Result/Notes
287. Right-click Stations to open a menu
Another option is to left-click and
pull down the Stations menu.
288. In the menu, click Create to open the
Choose an Unassigned Station dialog
box.
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Chapter 9. Station Moves, Adds, and Changes
Step
Action
Result/Notes
289. In the dialog box, type the station to
create or click the Display by Card
Type and Area checkbox.
If you click the checkbox, a listing of
available stations in the dialog box will
open.
290. Select a station by double-clicking on
the station.
The Station window opens.
The Station window has several pull
down menus. The significant pull-down
menu is the Viewing menu. The
selection in the Viewing menu
determines the setup block that opens.
Each setup block has its associated
setup entries and selection. The
Faceplate does not appear until you
select a button template.
291. Go to the Record Navigation area to
select and configure the Station,
Voice Line, and related records.
Modify a Station Record
To modify a station record:
Table 94. Modify a Station Record
Step
Action
Result/Notes
292. Double-click Station to open the
Stations Picker List.
293. Right-click a station to open a menu.
294. From the menu, select Modify to
open the station window for the
selected Station.
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All the information about a Station and
the lines that appear on it is brought
together in this one window for
modification. You can access other
station-related data by selecting other
view panes.
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Step
Action
Result/Notes
295. When you have made all
modifications, click Send Now to
send the change to the system.
Another option is to click Save to
save the change to a project to be sent
later.
Delete a Station Record
To delete a Station record:
Table 95. Delete a Station Record
Step
Action
Result/Notes
296. Right-click record you want to delete
in any available column to open a
menu.
297. Select Delete from the menu.
A Delete Station dialog box opens
showing the delete candidate and any
references to the station.
298. Click Send Now in the dialog box to
send the deletion to the system.
Another option is to click Save to
later.
Copy a Station Record
To copy a Station record:
Table 96. Copy a Station Record
Step
Action
Result/Notes
299. Double-click Stations to open the
300. Right-click on the station you want to
modify to open a menu.
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Step
Action
Result/Notes
301. From the menu select Copy.
The Choose an Unassigned Station
dialog box opens. The type will be
restricted to the selection’s station type.
302. Choose a destination Station and click
OK.
A Station window opens.
303. From this point, Copy is the same as
Create, except that the Fields are
preset to the values from the initial
selection. You may modify these
values as necessary before clicking
Send now or Save.
Move a Station Record
To move a station record to another station:
Table 97. Move a Station Record
Step
Action
Result/Notes
304. Double-click Stations to open the
305. Right-click on the station you want to
move.
306. From the menu select Move.
The Choose an Unassigned Station
dialog box opens. The Type is restricted
to the selection's station type.
307. Select the destination station, and
click OK.
Swap Station Records
To swap two stations between stations:
Table 98. Swap Station Records
Step
Action
308. Using the <Ctrl> key on the
keyboard, select two stations from
either the Picker List or the
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Step
Action
workspace.
pull down the stations menu.
310. From the menu, select Swap.
A Send Now dialog box opens.
311. Select Send Now to send the change
to the system.
If the station types do not match you see
an error dialog and the operation ends.
Another option is to select Save to
later.
312. Click OK. PSM will delete each
Station and reproduce them with
exchanged Station locations.
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Print a Station Faceplate
To print a faceplate:
Table 99. Print a Station Faceplate
Step
Action
Result/Notes
313. Select the desired Station or Stations in
the Picker List or workspace.
You can select multiple stations by
holding down <Shift> or <Ctrl> while
making selections.
314. Right-click to open a menu
down the Stations menu.
315. From the menu, select Print Faceplate.
316. Click the Previous button or Next
button to display multiple selected
faceplates:
The Faceplate Template Report opens.
WYSIWYG shows the printed strip.
•
•
•
317. Click Print.
The Setup button allows you to
select and setup a printer
The Margins button allows you to
setup margins for your print strip.
The Close button returns you to
either the workspace or the Picker
List display.
The application displays a strip for
each faceplate selected and prints
handset labels. The handset label only
prints if the label name is entered in the
Handset label block in the faceplate
view of the station window. Setup and
print labels are on a special perforated
paper so that they can be separated at
the perforations and inserted on the
phone. The faceplate view shows the
handset label block.
Work at Home Stations
You use the Work-At-Home (WATH) station to construct a pointer to an off-premises
phone, usually an (ACD) agent station that behaves as if it were connected locally to the
SYSTEM. A WATH station looks like a (ITE) station except for its station address.
Instead of specifying a circuit location (such as a cabinet.shelf.slot.circuit), the station
address specifies only a serial position in the set of configured WATH stations. The
SYSTEM represents the stations address as W.nnn, where nnn is an integer from 1 to the
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maximum number of WATH stations configured. For example, an unassigned station
chooser displays WATH stations as W, 1 through W, 108.
Voice Lines
Voice lines provide access to the SYSTEM Directory Number definitions for those
numbers configured as voice lines. Using the Voice Line function, you can create,
display, modify, delete, copy, and renumber extensions and related information. You can
access all related aspects of the station, primarily associated with each voice line.
Create a Voice Line
To create a voice line record:
Table 100. Create a Voice Line
Step
Action
Result/Notes
318. Right-click Voice Lines to open a
menu.
down the Voice Lines menu.
319. In the menu, select Create.
The Number Chooser dialog box
opens showing unassigned numbers
for a particular User Group.
320. From the dialog box list, select a user
group and number.
Another option is to directly enter a
number.
321. Click OK.
The Voice Line window, showing the
created number opens.
322. Select a class of service and enter other
voice line attributes.
the system
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Modify a Voice-Line Record
To modify a voice line record:
Table 101. Modifying a Voice Line Record
Step
Action
Result/Notes
open a menu.
Another option is to also left-click and
pull down the Voice Lines menu.
325. From the menu select Modify.
The Voice Line window opens.
326. Once you make all modifications, click
Send Now to send the change to the
system
Delete a Voice-Line Record
To delete a voice line record:
Table 102. Delete a Voice Line Record
Step
Action
Result/Notes
327. Right-click any Picker List item in any
available column to open a menu.
328. From the menu select Delete.
A Delete Voice Line dialog box
opens showing the delete candidate
and any references to the station.
329. In the dialog box, click Send Now to
send the change to the system.
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Copy a Voice Line
To copy a voice line record:
Table 103. Copy a Voice Line
Step
Action
Result/Notes
open a menu.
The Directory Number Chooser
dialog box opens.
332. Select an available number and click
OK.
The Voice Line window opens. You
can now make changes.
the system.
to a project to be sent later.
Renumber a Voice Line
To renumber a voice line record:
Table 104. Renumber a Voice Line
Step
Action
Result/Notes
open a menu.
down the Voice Lines menu.
335. From the menu select Renumber.
The Change Key Voice Line window
opens.
336. Type in the new number.
the system.
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Agent Teams
If the SYSTEM is set up to define Agent teams, you can use PSM to manage voice lines
that are part of those teams. An Agent Team consists of a number of voice lines. Any
team- designated voice line can be a member of any team. An Agent Team view pane in
the Voice Line window allows you to add and remove team members (voice lines) to and
from an Agent Team. The view pane also allows you to view members of an Agent
Team. If a team is not defined in the SYSTEM, the view pane does not appear.
Add a Voice Line to ACD
To add a voice line to an Agent Team:
Table 105. Add a Voice Line to ACD
Step
Action
Result/Notes
338. In the SYSTEM, right-click Voice
Lines to open a menu.
339. From the menu, select Find.
340. Type in the voice line you wish to add
in the Find in Workspace dialog, and
click Find Next.
The voice line appears as an icon in
the workspace.
341. Double click the icon to open the Voice
Line window for that voice line.
342. Pull down the viewing menu and select
Agent Team.
The Agent Team view pane appears.
343. From the left side of the view pane,
select the team that is receiving the
voice line.
344. Click Add.
After performing a validation, the
team appears on the right side of the
view pane.
345. Click Save.
Remove a Voice Line from an Agent Team
To remove a voice line from an Agent Team:
Table 106. Remove a Voice Line from an Agent Team
Step
Action
Result/Notes
346. In the SYSTEM, right-click Voice
Lines to open a menu.
347. From the menu, select Find.
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Step
Action
348. Type in the voice line you wish to
remove in the Find in Workspace dialog
and click Find Next.
Result/Notes
The voice line appears as an icon in
the workspace.
349. Double-click the icon to open the Voice
Line window for that voice line.
350. Pull down the viewing menu and select
Agent Team.
351. From the right side of the view pane,
select the team where you want to
remove the voice line.
After performing a validation, the
team appears on the left side of the
view pane.
352. Click Remove.
353. Click Save.
View Team Members
To view Agent Team members:
Table 107. View Team Members
Step
Action
Result/Notes
354. Select a team for viewing members
from the left side of the Agent Team
view pane.
355. Click View.
Voice line members and Agent IDs
display in the Team Display dialog.
356. Click OK to return to the Agent Team
view pane.
Button Templates
Button Templates provide access to the SYSTEM Button Template definitions. You can
create, modify, display, delete, and copy Button Templates.
Create an ITE Button Template
To create a button template:
Table 108. Create an ITE Button Template
Step
Action
Result/Notes
357. In the workspace, right-click the
Button Templates heading to open a
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Step
Action
Result/Notes
menu.
Another option is to left- click and pull
down the Button Templates menu.
358. From the menu select Create.
The Choose a Button Template dialog
box opens.
359. Select a Button Template number from
a list of available numbers and click
Next.
A selection dialog opens.
360. In the selection dialog, select the type
(Normal or BRI) and the template size
that you wish to use.
If Normal is checked for the type, the
valid size values will be 4, 12, 23, 24,
30. The phone type will be listed along
with the size in the drop-down list.
If BRI is checked for the type, the valid
size will be 1 – 127.
361. Click OK.
362. In the Button Template view, set the
fixed characteristics for the button
template.
363. To assign a feature to a button, click on
the button in the digital picture of the
phone set and then double-click the
desired feature in the feature list.
The new Button Template window
opens. This window is where the user
configures the button template, and
assigns features to buttons.
Be sure to type a name for the template
in the Title field, so you can easily
select the template when you create a
station.
The Edit Buttons dialog will appear.
To assign a single feature to multiple
buttons use the standard MS Windows
<Shift>-Click or <Ctrl>-Click
functions to select multiple buttons on
the digital picture of the phone set and
then double-click on the desired feature
in the feature list.
364. Select the button feature from the pull
down menu (for a line button, choose
Select).
365. Click OK to return to the Button
Template window.
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Step
Action
Result/Notes
366. Repeat step 7 - 10 to assign the
necessary buttons.
367. When finished, click Send Now to send
the change to the system.
PSM Button Template Defaults
The 30-button template has the following default feature assignments:
•
Button 27: Transfer
•
Button 28: Display
•
Button 29: Hold
•
Button 30: Last Number Redial
The 23-button template has the following default feature assignments if the Fixed Keys
parameter is enabled:
•
Button 16: Display
•
Button 17: Explain
•
Button 18: Program
The 23-button template as the following default feature assignments if the Soft Keys
parameter is enabled:
•
Button 19: Soft Key
•
Button 20: Soft Key
•
Button 21: Soft Key
•
Button 22: Soft Key
•
Button 23: Soft Key
Copy a Template
To copy a button template:
Table 109. Copy a Template
Step
Action
Result/Notes
368. Right-click to open a menu in the
workspace or Picker List
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Step
Action
Result/Notes
down the Button Template menu.
The Choose a Button Template dialog
box opens.
370. Select an available number from the
dialog box and click OK.
A Button Template window opens
based on the original template but
with the new number.
371. In the Button Template window make
any changes from available choices in
the viewing pane.
372. Click Send Now when finished to send
Class of Service
(COS) Class of Service provides access to the classes of service associated with
mailboxes. Access COS by clicking on the Classes of Service in the workspace. Classes
of Service provide access to the SYSTEM Class of Service definitions. You can create,
modify, delete, and copy Class of Service features.
Create a Class of Service
To create a class of service:
Table 110. Create a Class of Service
Step
Action
373. Select Create from the menu.
Result/Notes
The Class of Service Chooser List
opens.
374. Right-click Class of Service to open a
menu.
down the Class of Service menu.
375. Select a Class of Service from a list of
available numbers.
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Step
Action
376. Click OK.
377. Configure the class of service by
selecting the feature values you want
from the controls in the window.
Result/Notes
The Class of Service window opens.
Use the scroll bar to view values that
don not immediately appear in the
window.
Modify a Class of Service
To modify a class of service:
Table 111. Modify a Class of Service
Step
Action
Result/Notes
379. Double-click the Classes of Service to
open the COS Picker List.
380. Double-click the class of service record
you want to modify.
The Class of Service window opens.
381. Modify features by changing the value
in the field to the right of the feature
name. Slide the scroll bar up and down
to see all features in a given class of
service.
The class of service features are in
alphabetical order.
Call Pickup Groups
Call Pickup Groups provide access to the SYSTEM Pickup Group definitions. You can
only modify Call Pickup groups.
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Modify a Call Pickup Group
To modify a call pickup group:
Table 112. Modify a Call Pickup Group
Step
Action
383. Double-click the Call Pickup Group
record you want to modify.
Result/Notes
The Call Pickup Group window for
the selected Call Pickup Group opens.
384. Click Members in the Record
Navigation Area to view the current
membership.
385. To add a member, click the Add button
and enter the member information in
the Edit members window.
386. To modify a member, select the
member from the list and click the Edit
button, then edit the member
information in the Edit members
window.
387. To remove a member, select the
member from the list and click the
Remove button.
Intercom Groups
Intercom Groups (ICOM) provide access to the SYSTEM Intercom Group definitions.
You can create and modify Intercom Groups.
Create an Intercom Group
To create an intercom group:
Table 113. Create an Intercom Group
Step
Action
Result/Notes
389. Right-click Intercom Groups.
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Step
Action
Result/Notes
down the Intercom Groups menu.
The “Choose an Intercom Group”
dialog box opens.
391. Select an Intercom Group number from
the list and click OK.
The Intercom Group window opens.
392. Select Size and Ring Type, and check
DND Override if desired.
393. Click OK.
The new group appears in the
workspace as an icon and the record
appears in the Picker List.
Modify an Intercom Group
To modify an Intercom Group:
Table 114. Modify an Intercom Group
Step
Action
Result/Notes
395. Double-click Intercom Groups to open
the Picker List.
396. Double-click the record you want to
modify.
This opens the Intercom Group
window.
397. Make the modification, and click Send
Now to send the change to the system.
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Add a Station to an Intercom Group
To add a Station to an Intercom Group:
Table 115. Add a Station to an Intercom Group
Step
Action
Result/Notes
398. Locate the Station in the Stations Picker
List.
399. From the faceplate view, select the line
button where you want to assign the
Intercom Group key.
400. Click the Change button to the right of
the faceplate.
The ‘line select information’ dialog
appears.
401. Click the Intercom radio button.
402. Click the Choose button and select the
Group number and Dial number from
the Resulting dialog.
The choose button is enabled.
403. Click OK twice to return to the
faceplate view.
the SYSTEM.
the change to the project to be sent
later.
Name Directory
Name Directory provides access to the SYSTEM Directory Lookup System (DLS)
definitions. You can create and modify Directory (DLS) entries.
Create a Name Directory
To create a Name Directory:
Table 116. Create a Name Directory
Step
Action
Result/Notes
405. Right-click Name Directory to open a
menu.
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Step
Action
Result/Notes
down the Directory menu.
406. Click Create from the menu.
The Create dialog box appears
prompting you to enter a unique name
value.
407. Type the value and click OK.
The system checks the entered value
for uniqueness. If it already exists, the
system displays a warning and prompts
you to enter a different value. Once a
name is successfully validated, the
Directory window opens.
408. Configure the new directory, and then
click Send Now to send the change to
the system.
409. Click Save to save the change to a
project to be sent later.
Modify a Name Directory Record
The name directory record retrieved is dependent on the criteria PSM uses to select the
record. PSM looks for whether a selection points to a voice line or data line and
determines if the line appears on a station. If the line appears on a station, the system
displays the record based on the station.
If the application finds multiple stations it uses the prime line (DIRN) as a selection
reference. The prime line and other lines appear in the multiple record documents.
To modify a Name Directory:
Table 117. Modify a Name Directory Record
Step
Action
Result/Notes
410. Right-click on the Directory you want
to modify to open a menu.
down the Directory menu.
411. Click Modify from the menu.
The Station window opens.
412. Make modifications.
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Step
Action
Result/Notes
Delete a Name Directory Record
To delete a Name Directory record:
Table 118. Delete a Name Directory Record
Step
Action
Result/Notes
414. Right-click on the directory record you
want to modify.
A Delete Record dialog box opens.
send the deletion to the system.
Another option is to click Save to Save
Wiring (Cable Location)
Wiring provides access to the SYSTEM Cable Location information. You can create,
modify, and delete wiring records.
Create a Wiring Record
To create a wiring record:
Table 119. Create a Wiring Record
Step
Action
Result/Notes
417. Right-Click Wiring to access the
Wiring menu.
418. Click Create.
The Add New Wiring dialog opens.
419. Type a unique location value, and click
OK.
The system checks the entered value
for uniqueness. If it already exists, a
warning appears, prompting you to
enter a different value.
Once a location is successfully
validated, the Wiring window opens.
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Step
Action
Result/Notes
420. Enter the appropriate data in the fields.
Modify a Wiring Record
To modify a wiring record:
Table 120. Modify a Wiring Record
Step
Action
422. Right-Click Wiring to access the
Wiring menu and click Modify.
Result/Notes
PSM looks for whether a selection
points to an existing station.
• If so, a Wiring window for that
station opens.
• If no Station association exists for
this Wiring record, the Wiring
window shows just the views
applicable.
423. Modify the record then click Send Now
when finished to send the change to the
system.
Delete a Wiring Record
To delete a wiring record:
Table 121. Delete a Wiring Record
Step
Action
Result/Notes
424. Right-click the record you want to
delete in the Wiring Picker List, in any
available column, to open a menu.
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425. From the menu, select Delete.
The Delete Record dialog box opens.
426. In the dialog box, click Yes.
The Send Now dialog box opens.
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Step
Action
Result/Notes
427. Click Send Now to send the deletion to
the system.
Authorization Codes
Authorization Codes provide access to the SYSTEM Authorization Code definitions.
You can create, display, and modify authorization code records.
Create an Authorization Code Record
To create an authorization code:
Table 122. Create an Authorization Code Record
Step
Action
Result/Notes
428. Right-click the Authorization Code to
open a menu.
down the Authorization Code menu.
The Create dialog box appears and
prompts you to enter a unique code
value.
430. Enter the number and Click OK.
The system validates the entered value
as a 1 digit to 14 digit number and
checks for uniqueness. If it already
exists, the system displays a warning
and prompts you to enter a different
value.
Once a Code is successfully validated,
the Authorization Code window opens.
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Modify an Authorization Code Record
To modify an authorization code:
Table 123. Modify an Authorization Code Record
Step
Action
Result/Notes
432. Right-click the authorization code
record you want to modify in the Picker
List to open a menu.
Another option is to double-click record
to open for modification.
433. From the menu, select Modify.
The Authorization Code window
opens.
434. Make modifications then click Send
Delete an Authorization Code Record
To delete an authorization code:
Table 124. Delete an Authorization Code Record
Step
Action
Result/Notes
435. Right-click on the authorization code
record you want to delete.
The Delete Record dialog box opens.
437. Click Yes in the dialog box.
The Send Now window opens.
the system.
Terminal Types
Terminal Types provide access to the SYSTEM Terminal Type definitions. You can
create, modify, and delete terminal types.
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Create a Terminal Type Record
To create a terminal type record:
Table 125. Create a Terminal Type Record
Step
Action
Result/Notes
439. Right-click the Terminal Type heading
to open a menu.
down the Terminal Type menu.
The Chooser List opens.
441. Select a number from a list of available
Terminal Type numbers.
442. Click OK to display the Terminal Type
window.
All information for configuring the
Terminal Type is displayed in this
one window
443. Modify the fields to program the
Terminal Type.
The last field in the scrollable list is
Title, where you can name your
Terminal Type.
Modify a Terminal Type Record
To modify a terminal type record:
Table 126. Modify a Terminal Type Record
Step
Action
445. Double-click the record you want to
modify in the Terminal Type Picker
List.
Result/Notes
The Terminal Type window for the
selected Terminal Type opens.
446. Make modifications then click Send
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Step
Action
Result/Notes
Delete a Terminal Type Record
To delete a terminal type record:
Table 127. Delete a Terminal Type Record
Step
Action
Result/Notes
449. Click Yes in the dialog box.
The Send Now dialog opens.
the system.
Copy a Terminal Type Record
To copy a terminal type record:
Table 128. Copy a Terminal Type Record
Step
Action
Result/Notes
451. Right-click the record you want to copy
to open a menu.
down the Terminal Type menu.
452. Select Copy from the menu.
The Choose a Terminal Type dialog
box opens.
453. Select an available number from the
dialog box and click OK.
A Terminal Type window opens
based on the original but with the new
number.
454. Make any changes from available
choices in the viewing pane.
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Step
Action
Result/Notes
Satellite Directory Numbers
To implement the use of satellite directory numbers:
•
Create, modify, and delete directory numbers
•
Create an MDS block
Create a Satellite Directory Number
To create a satellite directory number:
Table 129. Create a Satellite Directory Number
Step
Action
Result/Notes
456. Right-click the Satellite Directory
Number function to open a menu.
A Chooser List opens.
458. Select a number from a list of available
Satellite Directory Numbers.
459. Click OK.
The Satellite Directory Number
window opens.
460. Configure a Satellite Directory Number
then click Send Now to send the change
to the system.
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Modify a Satellite Directory Number
To modify a satellite directory number:
Table 130. Modify a Satellite Directory Number
Step
Action
Result/Notes
461. Double-click any item in any available
column.
The Satellite Directory Number
window opens.
462. Make modifications, then click Send
Delete a Satellite Directory Number
To delete a satellite directory number:
Table 131. Delete a Satellite Directory Number
Step
Action
Result/Notes
A Delete Satellite Directory Number
dialog box opens.
sent the deletion to the system.
the deletion to a project to be sent later.
If the number belongs to a multi-digit
steering block, a warning message
states that the whole block of numbers
will be deleted.
Create an MDS (Multi-Digit Steering) Block
To create an MDS block:
Table 132. Create a MDS (Multi Digit Steering) Block
Step
Action
Result/Notes
466. Click the Satellite Directory heading
and pull down the Satellite Directory
menu.
467. From the menu, select Create.
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Step
Action
Result/Notes
468. Select Multi-digit steering block from
the first pull-down menu.
469. Select a user group.
470. Select a range from a list of available
predefined MDS Blocks.
The size of the block can vary. It can
create 100 or 1000 satellite numbers.
471. Click OK.
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Chapter 10
Create and Use Templates
This chapter covers the creation and use of templates. Templates allow you to
conveniently establish objects (such as voice lines and mailboxes) that have similar
features.
Template Objects
You can create and use templates for the following PSM Objects:
Table 133. PSM Objects
Templatable Objects
Authorization Codes
Voice Lines
Name Directories
Wiring Records
Stations
Mailboxes
System Distribution Lists
Create a Template
To create a template:
Table 134. Create a Template
Step
Action
Result/Notes
472. In the workspace, right-click Stations
to open a menu.
down the Station menu.
473. In the menu, click Create to open the
Choose a Number dialog box.
The Number Chooser dialog box
appears. Only unassigned numbers are
available for a particular User Group.
474. Highlight a selection from the list.
Another option is to type a number in
the selection box.
475. Validate the selection to make sure a
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Chapter 10. Create and Use Templates
Step
Action
Result/Notes
directly entered value is in-range and
available.
476. Double-click the selection, or Another
option is to click OK.
The Voice Line Window opens with
the new voice line.
This is a dummy voice line used for
creating the template.
477. In the Voice Line window, set up or
select those areas that remain the same
for your system application.
•
•
•
•
•
•
•
•
•
These areas include:
Class of Service
Forward destinations
Station Diagnostics
Auto Privacy Release
OAI Associated Member
Abbreviated Dialing
Intemail ID
National Calling Party Number.
478. Validate all setups and selections.
479. Pull down the object menu, and select
Save as Template.
The Set Template Name window
opens.
480. Type the name of the template, and
click OK
The Select Parameters dialog box
opens.
481. In the Select Parameters window,
select only the fields you want to enter
each time you use the template, such as
Station. Do not check fields that you
want to have the same for all stations
you create with the template. The
system copies those values from the
template.
Since there are many parameters, it
may be necessary to make selections
from three different views of the Select
Parameters window.
482. Click Next to go the next view.
483. When parameter selections have been
satisfied, click Finish.
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The Station is saved as a template for
future use in establishing voice lines
and is sent to the workspace as an icon.
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Access a Template
To access a template:
Table 135. Access a Template
Step
Action
484. In the workspace, right-click the
template you just created to open a
menu.
Another option is to left- click and pull
down the Templates menu.
485. From the menu, select Use Template.
The Set Parameters Value dialog box
opens.
486. In the Set Parameters Value window,
click Choose to pull down a list of
numbers and select a number.
487. Select a Class of Service, and click OK.
A new voice line window for the
number and Class of Service assigned
opens.
488. Click Save to save this voice mail
number.
Copy a Template
To copy a template:
Table 136. Copy a Template
Step
Action
Result/Notes
489. In the Picker List, right-click a
template to open a menu.
down the Templates menu.
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490. From the menu, select Copy.
The Set Template Name dialog box
opens.
491. Type a new name in the dialog box and
click OK.
A Template window opens with the
new name.
492. Make any changes to available choices
in the viewing pane and click Save.
This opens the Set Parameters Value
window.
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Chapter 10. Create and Use Templates
Modify a Template
To modify a template:
Table 137. Modify a Template
Step
Action
Result/Notes
493. To modify the parameters of a
template, right-click the template
record, and choose Select Parameters.
494. Change the fields you want in your
template (by checking or unchecking
the available fields).
Another option is to change the labels
on the fields so they make more sense
to the person using the template.
495. To modify the constant characteristics
of a template, right-click the template
record and select Modify.
You can modify a template as if it were
a real mailbox.
496. Click Save to finish.
You will have to page through the
template parameters again before it is
saved.
All new mailboxes created with this
template will include the changes.
Delete a Template
To delete a template:
Table 138. Delete a Template
Step
Action
Result/Notes
497. Right-click the template record you
want to delete in the Picker List or
workspace to open a menu.
499. In the dialog box, click Yes.
The selected template is deleted.
You cannot delete a template in use.
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Chapter 11
Multiple Create
This chapter covers the Multiple Create feature. This feature allows you to easily create
many objects using a consistent GUI within any system you are currently using. Aspects
of this feature are:
•
Alows multiple creation of objects from a template containing one or more object
types.
•
Lets users specify a template to provide static values across multiple objects.
•
Lets users specify variable values across multiple objects.
•
Allows a wide range of spreadsheet style file formats.
•
Lets users transmit parts of the multiple create if other parts fail.
•
Users must validate each object to ensure it is valid prior to generating a change. The
application indicates which objects are invalid and provides error details if requested.
•
Provides a status dialog when any part of the procedure takes more than a few
seconds.
•
Allows editing of any object to resolve validation problems or provide further
modification as needed.
•
Lets users hande up to 1,000 creates in one session.
Create Multiple Authorization Codes
Sometimes the need arises for creating a batch of users with the same permissions.
Creating several thousand-authorization codes, even using PSM, is difficult to
accomplish one by one user. However, the templating and multiple create features of
PSM allow you to create a full list of authorization codes in a single step, without having
to type in names or ID numbers.
Create the Auth Code Template
The best format for implementing a large list of users is Excel. We will assume that you
have an Excel Spreadsheet list when you use the following examples.
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Chapter 11. Multiple Create
To create an auth code template:
Table 139. Create the Auth Code Template
Step
Action
Result/Notes
500. Click Authorization Code in the
workspace.
501. Pull down the Authorization Code
menu and click Create.
The Create Authorization Code dialog
box opens.
502. Enter auth code number 1 and click
OK.
The Authorization Code window
opens.
503. Create a “dummy” or placeholder auth
code and select options that correspond
to the way a user auth code should
look.
504. Use the name of “place holder,” user
group 1, and COS 28 (where COS 28 is
the appropriate class of service for
students).
The system then creates this auth code.
Actual numbers and names replace the
number and name when the user list is
processed.
Provide an arbitrary auth code number
and the name.
505. In the Object menu, select Save as
template
506. Type a name for the template and click
OK.
The Select Parameters dialog box
opens.
For complex templates, such as one for
a telephone, there are several sub
templates--for example, one for station
settings, one for directory name, and
one for wiring. In this example, all of
the auth code settings are one screen.
507. Click the check boxes next to those two
fields.
For each auth code created, the
authorization code itself and the
owner's name varies. This means that
the Auth code and Name fields must be
template parameters.
508. Click Finish.
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The new template appears as an icon in
the workspace.
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Use the Template for a Single Auth Code
You are now ready to use the auth code template to create a single auth code. You can
create it manually or use the multiple create feature of PSM.
To create a single Auth code:
Table 140. Use the Template for a Single Auth Code
Step
Action
Result/Notes
509. Select the Undergrad student template
either from the workspace or from the
Templates Picker List.
510. Pull down the Templates menu, and
select Use template
The Set Parameter Values dialog box
opens.
Each of the fields (auth code and name)
that were defined as parameters when
the template was created appear.
511. Fill in the required name and auth code
number, and click OK.
This creates the new auth code.
Use the Template to Create a List of Auth Codes
Using the auth code template, an Excel Spreadsheet, and PSM’s multiple create feature,
creating all of the auth codes is an automatic process.
To create a list of Auth codes:
Table 141. Use the Template to Create a List of Auth Codes
Step
Action
Result/Notes
512. In Explorer, create a path/folder for the
new list
513. In Microsoft Excel, open the
spreadsheet.
514. In the save as dialog, select the save-in
path created in Step 1, and select file
type as Text [Tab delimited] [*.txt].
The ability to export or “save as” tabdelimited text is common to most
commercial database and spreadsheet
application programs.
515. Click Save.
516. Select the appropriate template, from
either the workspace or the templates
Picker List.
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Step
Action
Result/Notes
517. Pull down the Templates menu, and
select Multiple Create.
The Multiple Create dialog box opens.
518. Click Generate records from file
because in this example the auth code
numbers and names are coming from a
data file.
The File Selection dialog box opens.
If this is the first time multiple create
has been used to create a list of auth
codes, you must create a format file to
describe how to interpret the data file.
(Once this is done, you can use the
same format file repeatedly, as long as
the layout of the data does not change.)
519. Click New in the Format file section of
the file selection dialog.
The New Format File dialog box opens
with one field for each of the template
parameters. The system requires auth
codes are required in column 1 and
names in column 2. Compare the
default format with the layout of the
Registrar's spreadsheet, and observe
two differences. First, the spreadsheet
lists names to the left of auth codes.
Second, there is an additional column
in the spreadsheet titled Department
Code. The system does not need this
extra column to create auth codes.
520. Using the move and insert buttons in
the New Format File dialog, adjust the
format to match the data supplied in the
Spreadsheet.
The columns now match (first column
is name, second column is ignored for
the purposes of templating, third
column is auth code number) and you
have specified a file name to use for
saving the format.
521. The “Header lines” field has been set to
two (2).
This causes the column headings in the
spreadsheet data to be ignored.
522. Type a name for the format file,
‘user.fmt’ in the file name field.
523. Click OK.
The File Selection dialog box opens.
Notice that the location of the new
format file appears in the Format file
field.
524. Click the Browse button in the Data
file section to browse for
C:\university\fall_term\ students.txt,
and click OK.
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Step
Action
Result/Notes
525. Click view to check your work.
This permits visual inspection that the
columns have been identified correctly.
526. In the File Selection dialog, click OK.
The Multiple Create dialog box opens.
It is ready to process the data supplied.
527. At this point, you can make manual
changes to this list as necessary.
528. Click Save.
529. Check the current project.
All of the new users auth codes are
listed in the project.
the system.
Create Multiple Phones
In most companies, it is a routine task to create phones for new employees. With few
exceptions, these phones are alike. They have the same button template, the same voice
line class of service and the same call forwarding options.
Create a Template
Use the template feature of PSM to create a template that contains all of the common
telephone features. Creating a phone then becomes a matter of using the template and
simply filling in the information that changes from one phone to the next.
To create a template:
Table 142. Create a Template
Step
Action
Result/Notes
531. Decide what values vary from one
phone to another.
532. Select the “Stations” list in the PSM
workspace, click the right mouse
button, and select Create from the popup menu. Choose an ITE station from
the list of available stations.
The actual station number chosen is
arbitrary because you are creating a
template for a phone, not a phone itself.
533. Select the appropriate-button template
from the faceplate view.
534. Select one line select and change the
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Step
Action
Result/Notes
line select type to Voice line.
535. Assign a voice line directory number.
As with the station number, this is an
arbitrary choice.
The system actually creates the
selected voice line. It merely serves as
a placeholder while the template is
being built.
536. Switch over to the ITE Station view
pane, and click the Alphanumeric
display checkbox to indicate that the
phone has a display panel.
537. Switch to the Voice Line view, and
assign the common class of service,
call forwarding, national calling party
number, and other line-related options.
Switch to the Directory view, and click
the Add button to add a directory entry.
Again, the choice of name is arbitrary
and serves only to fill out the template.
538. To make this prototypical phone into a
template, select “Save as template”
from the Object menu.
539. The Set Template Name dialog box
opens.
540. Type a template name.
This can be any name that helps select
a template from all the templates
defined at the site.
541. Click OK.
PSM presents a multi-page list of all of
the phone attributes that apply to this
phone.
You must decide, for each attribute,
whether it is common among all
phones created using this template or if
it varies from one phone to the next.
542. Click Next to show the voice line
attributes.
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543. Click Next to open field presentation.
PSM picks a unique label for each
field.
544. Click Next.
PSM presents the page of name
number directory attributes.
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Step
Action
Result/Notes
545. Place text that makes sense at the site
here.
546. Click Finish to save the template.
An icon for the template appears on the
workspace. You can also find it by
opening the templates Picker List.
Use the Phone Template
Using the phone template is a very simple process.
To build a phone using a template:
Table 143. Use the Phone Template
Step
Action
Result/Notes
547. Right click Templates.
The Templates menu appears.
548. Select Use template from the menu.
The Set Parameters dialog box opens.
549. Click the Choose buttons.
The station and voice line choosers
appear.
550. Select an available station and
directory number.
551. Type the required information.
552. Click OK.
The Station window opens. The voice
line view shows the correct class of
service, forwarding number, and
national calling party number, three
fields that you did not have to manually
set. PSM also administers other fields
in its customary way, for example by
setting the InteMail ID to the directory
number.
553. Make any required changes to the
standard.
the system.
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Create Multiple Mailbox Parameters
You can use a template to create a group of mailbox numbers from the available
resources. This is useful when creating a group of mailboxes in a range.
Before beginning, create a project or make sure the project you want is Set Current.
To multiple create from parameters:
Table 144. Create Multiple Mailbox Parameters
Step
Action
Result/Notes
555. Right-click the template you want to
use, and select Multiple Create.
The Multiple Create dialog appears.
556. Click the From Parameters button.
The Set Parameter Values dialog box
opens.
557. Set Parameter Values Dialog
558. Select the number of mailboxes you
want to create.
559. Type the data for each of the fields in
your template.
For fields like Mailbox Number,
supply the first available mailbox
number in a range that supports the
number of mailboxes you want to
create.
560. For the Name field, you can use the
name New Employee if these are for
future use.
561. Click the Range checkbox to the left of
each field if you want each value to be
different.
Any field that is not required to be
unique allows you to choose whether
you want the values to be the same or
different on each mailbox.
PSM increments each entry by one if
you choose Range.
562. Click OK to begin creating the
mailboxes.
563. Review the columns of data in the
preview area.
(If you want to edit any of the records,
select the row and click the Edit button
to make the necessary changes.) If you
want to append another range of
numbers to this list, click the From
Parameters button again and continue
from step 3.
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Step
Action
Result/Notes
the system.
565. Save this format file.
In the File selection dialog, point PSM
at the text file exported from the
spreadsheet application.
From now on, as long as the format of
the incoming data does not change, this
process does not need to be repeated.
566. Click the View button to verify that the
data lines up in the right columns.
This step is not necessary once the
format is known to be correct.
567. Click OK.
PSM generates the eight new station,
voice line, and directory records. The
new record dialog shows each of the
new phones.
568. Select a phone, and click the Edit
button to make custom changes to that
station.
569. When everything is satisfactory, click
Send Now to send the change to the
system.
the project to be sent later.
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Glossary
Table 145. Glossary of Terms
Term
Definition
.cma
Comm Audit File
Comm
An abbreviation for the word communications
DigiBoard
A multi-port communications device made by the DigiBoard Corporation.
DIRN
Directory Number
InteMail
Aastra brand Voice Mail system, native to Pointspan.
IQ Admin
Forerunner to PSM software, PSM is a replacement for IQ Admin.
MAC
Moves, Adds, and Changes
NIC
A network adapter, an acronym for Network Interface Card.
OAI
Allows connectivity from PSM to other systems, an acronym for Open
Application Interface.
Octel
Refers to the Octel Corporation, a provider of voice mail systems like Aria and
®
Serenade .
.opa
Operator Audit File
PSM
The software that this guide references, an acronym for Pointspan Sync
Manager. Refer to description in Chapter 1.
Resync
A command that is run by the user to allow all SYSTEM’s to collaborate data
and synchronize to each other. This is short for resynchronization.
SYSTEM
Any one of the following; PBX, Voice Mail, Call Accounting, etc, that is
connected through PSM.
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Glossary
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Index
A
modify ........................... 89
create, octel ................... 81
Audience
remove mailbox from.... 89
delete, octel ................... 85
for this publication .......... 1
Authorization Codes
E
manage, octel................. 80
Event
modify. octel ................. 82
description of .............. 118
B
Button Templates
description of .............. 107
access ............................ 71
multiple modify, octel ... 83
monitoring..................... 73
renumber, octel.............. 86
Event Window................... 65
Move
changes between projects
................................... 56
F
Faceplate
C
N
Class of Service
printing ........................ 102
Name Directory
description of .............. 110
File Maintenance............... 43
description of............... 114
Client Workstation
Requirements ................ 11
G
Networking........................ 94
Get Configuration
Communication Audits ..... 42
P
description of................. 25
Communications Gateway
and Data Server
requirements.................... 9
Picker List
K
description of................. 33
Keyboard Shortcuts........... 25
Compare Records.............. 41
Project
L
Connection Setup Wizard . 16
delete ............................. 58
Log In................................ 16
D
set as current.................. 55
M
Distribution List
set permissions .............. 54
Mailbox
add mailbox to............... 90
transmit.......................... 57
access, octel................... 81
create ............................. 87
undo changes................. 53
copy, octel ..................... 84
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Index
window, open................ 50
delete ............................. 99
add new ......................... 45
Project Window Status
Column.......................... 51
modify ........................... 98
delete ............................. 47
move............................ 100
modify ........................... 46
swap ............................ 100
set permissions .............. 46
PSM
capabilities, listing of ...... 5
Status Bars
V
description of .................. 5
what are ......................... 19
View Comm Audit ............ 55
features, listing of............ 6
SYSTEM
Voice Line
hardware configuration ... 9
switch functions supported
by ................................ 6
PSM Database
Resynchronization......... 27
modify ........................... 78
copy ............................. 105
transfer to workspace .... 78
create ........................... 103
T
delete ........................... 104
Templates
modify ......................... 104
S
renumber ..................... 105
can be used with .......... 125
Scheduling ........................ 66
Terminal Types
Voice Mail
Send Now.......................... 32
access............................. 79
description of............... 119
Send Now Feature............. 57
Troubleshoot
W
Session Audits................... 42
failed projects................ 60
Workspace
Station Record
U
what is the ..................... 18
copy............................... 99
User
Workspace Functions ........ 29
create ............................. 97
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Pointspan Sync Manager

Transcription

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