Televantage 6.0 Upgrade Manual
Transcription
Televantage 6.0 Upgrade Manual
TeleVantage 6.0 Upgrade Manual Copyright 2004 by Artisoft, Inc. Disclaimer: This document is provided for your information only. This manual and the information contained herein does not in any way constitute a promise by Artisoft that the TeleVantage 6.0 software will perform as described in this manual. This manual and its contents are provided as-is, without any implied or express warranties or guarantees of suitability. The content of the course material is subject to change without notice. Artisoft, Inc. is not liable for any damages resulting from any defect in this manual or its contents. The user assumes all risks as to the suitability and quality of this manual and use of its content. This manual is a product of the Artisoft Training Department. Please report any and all problems and corrections to the Training Department at training@artisoft.com. -2- Table of Contents Table of Contents ............................................................................................................................ 3 Introduction ...................................................................................................................................... 7 Scope ........................................................................................................................................... 7 Audience ...................................................................................................................................... 7 Organization................................................................................................................................. 7 Windows Desktop Client.................................................................................................................. 8 Client renamed to “ViewPoint” ..................................................................................................... 8 Call Monitor Tab Sort Order and Visibility.................................................................................... 8 MDAC 2.7 SP1A Installed............................................................................................................ 9 Mute/Un-mute All Conference Parties in Call Monitor ................................................................. 9 “Access Tools Menu in ViewPoint” Permission ......................................................................... 10 ViewPoint Client Add-ins............................................................................................................ 10 Busy Station Routing List Final Action....................................................................................... 12 Calling As Identity Control in ViewPoint..................................................................................... 14 Camp-on .................................................................................................................................... 15 3rd-party Control Update............................................................................................................. 16 Drag & Drop External Address into Call Monitor ....................................................................... 16 Navigator Bar for ViewPoint....................................................................................................... 17 Play Audio into a Call................................................................................................................. 20 User and Contact Enhancements .............................................................................................. 22 French Localized Client ............................................................................................................. 24 Web Services................................................................................................................................. 25 French Localization.................................................................................................................... 25 External Station Support ............................................................................................................ 26 Navigation Pane......................................................................................................................... 26 Play Audio Into a Call................................................................................................................. 26 Contact and User Enhancements .............................................................................................. 27 Camp on Busy............................................................................................................................ 27 Telephone User Interface .............................................................................................................. 29 Record Call Feature Code ......................................................................................................... 29 Transfer to External Number via Telephone.............................................................................. 29 *91 and *99 Support for Extensions Routed to Trunks .............................................................. 30 Assign Stations to Existing Extensions via *0............................................................................ 31 Permissions Restricting Access to TUI Features....................................................................... 31 Contact Manager Support ............................................................................................................. 32 ACT! Version 6.0 for Windows 2004 Support ............................................................................ 32 Platform Requirements.................................................................................................................. 33 Windows 2000 Service Pack 4 Support..................................................................................... 33 Windows 2003 Server for TeleVantage Workstation Applications and TeleVantage Server .... 33 Windows XP for TeleVantage Server ........................................................................................ 33 Microsoft Data Engine 2000....................................................................................................... 33 MSDE 2000 for MSDE 7.0 upgrades ......................................................................................... 33 Windows NT Server and Workstation No Longer Supported .................................................... 34 Telephony Hardware & Drivers ..................................................................................................... 35 Updated Dialogic DMU Utility..................................................................................................... 35 Dialogic System Release 5.1.1 Feature Pack 1 ........................................................................ 35 Dialogic Driver Updates ............................................................................................................. 35 Dialogic GlobalCall 4.0 Protocol support ................................................................................... 35 DI/0408LSA Revision 2 Integrated Trunk & Station Board........................................................ 36 General Description................................................................................................................ 36 Electrical and Mechanical Characteristics.............................................................................. 37 Automatic failover................................................................................................................... 38 Voice Resources .................................................................................................................... 38 -3- Support for Revision 2 of DI/SI16, DI/SI24, and DI/SI32 Station Boards .................................. 39 Support for DM/IP0821A-T1 and DM/IP0821A-E1-120............................................................. 39 DMV160LP Analog Trunk Board Support.................................................................................. 40 Toshiba Digital Telephone Support and New Features................................................................. 41 Introduction ................................................................................................................................ 41 Supported Toshiba Hardware .................................................................................................... 41 Installation .................................................................................................................................. 43 Configuration.............................................................................................................................. 44 Toshiba Boards ...................................................................................................................... 44 Toshiba Stations..................................................................................................................... 44 Telephone Features................................................................................................................... 45 Hot Keypad............................................................................................................................. 45 Ring Controls.......................................................................................................................... 45 Pickup Behavior ..................................................................................................................... 46 Voice-first Answering.............................................................................................................. 47 Hands-free Answering............................................................................................................ 47 Background Ring for Call Waiting .......................................................................................... 47 LCD Display & Controls.......................................................................................................... 48 Feature Buttons...................................................................................................................... 50 New Features for Toshiba Stations ........................................................................................... 60 Personal Status Strata Buttons .............................................................................................. 60 Custom Speed Dials............................................................................................................... 61 Ringing Line Preference for Toshiba phones......................................................................... 61 Server Functions............................................................................................................................ 62 Business Hours Enhancements................................................................................................. 62 Hold Audio Input Support........................................................................................................... 63 Call Recording Reminder Beeps................................................................................................ 66 Dialogic Firmware Dump Automation ........................................................................................ 67 Toshiba Station Board Timeslot Allocation ................................................................................ 69 Drop Loop Current on Idle Station ............................................................................................. 69 Monitor, Coach, and Join Non-queue Calls ............................................................................... 71 Null Stations ............................................................................................................................... 74 External Stations ........................................................................................................................ 75 Statically-assigned External Stations ..................................................................................... 76 Automatic update of External Station Address for an IP Telephone...................................... 79 Null Stations ........................................................................................................................... 80 Dynamically-created External Stations .................................................................................. 80 Delayed Connection ............................................................................................................... 80 Associating a Call with an External Station............................................................................ 81 Call Log Entries ...................................................................................................................... 82 Ring Cadences....................................................................................................................... 82 Call Waiting on External Stations ........................................................................................... 82 Upgrading Existing IP Telephone Users to External Stations................................................ 82 Reserve Station Licenses for IVR Plug-ins................................................................................ 84 Customizable Locations for Database Files .............................................................................. 85 Voice Message Archiving........................................................................................................... 85 Automatic Archiving................................................................................................................ 85 Manual Archiving.................................................................................................................... 87 TeleVantage Recording Browser ........................................................................................... 88 Dial a Voice Mailbox Directly ..................................................................................................... 90 Default Flash Behavior............................................................................................................... 91 Park/Hold Ring Back Behavior................................................................................................... 92 MSDE SA Password .................................................................................................................. 92 SMTP Support for Email Notifications ....................................................................................... 93 Trunk Configuration ....................................................................................................................... 94 Delayed Answer......................................................................................................................... 94 -4- ISDN Setting Changes............................................................................................................... 96 Called Party Number Default Plan ......................................................................................... 97 Called Party Number Default Type ........................................................................................ 97 DNIS wait time........................................................................................................................ 97 Dump call info......................................................................................................................... 97 Facility feature or service ....................................................................................................... 97 Facility feature type ................................................................................................................ 97 Handle disconnect with audio................................................................................................. 98 Minimum length of DNIS ........................................................................................................ 98 Overlapped DNIS ................................................................................................................... 98 Send call proceeding.............................................................................................................. 98 Two B channel transfer supported ......................................................................................... 98 Device Monitor and Trunks View Enhancements ...................................................................... 98 Conferencing using Selected IP Trunk Boards and a Host-based Stack ................................ 100 Dialogic GlobalCall IP With Split Call Control Support ............................................................ 100 Embedded and Host-based H.323 Stacks ........................................................................... 100 Configuring IP Boards for Host-based Stack ....................................................................... 101 Configuring Boards for Embedded Stack............................................................................. 104 Codec Assignments ............................................................................................................. 104 Two B-channel Transfer for NI2............................................................................................... 105 Dialing and Routing Services ...................................................................................................... 106 Paging Ports............................................................................................................................. 106 User Configuration....................................................................................................................... 107 Permissions Restricting Access to TUI Features..................................................................... 107 User Permissions ..................................................................................................................... 107 User Number Enhancements................................................................................................... 110 Hold Music Controls................................................................................................................. 111 Drop Loop Current When Idle .................................................................................................. 111 Enable Multiple Line Appearances .......................................................................................... 111 Flash Behavior ......................................................................................................................... 112 Imitate a Station Control .......................................................................................................... 112 Coach, Monitor, and Join Personal Calls................................................................................. 114 Use Navigation Pane ............................................................................................................... 115 Workgroups ................................................................................................................................. 116 Transfer to Workgroup Action in Auto Attendants ................................................................... 116 Simultaneous Ring for External Stations ................................................................................. 116 *91 and *99 Support for Extensions Routed to Trunks ............................................................ 117 Auto Attendants ........................................................................................................................... 118 Modify Default Auto Attendant Extension ................................................................................ 118 User login transfers to an extension ........................................................................................ 118 Hold Music Controls................................................................................................................. 120 Transfer to a Workgroup Menu Action..................................................................................... 121 Voice-over-IP and IP Gateways .................................................................................................. 122 Uniden UIP300 Phone Support................................................................................................ 122 Relay PSTN Caller ID Information from H.323 Gateways ....................................................... 124 Call Center................................................................................................................................... 125 Call Center Queue Wait time announcements in seconds ...................................................... 125 Agent Status Enhancements ................................................................................................... 125 Mail Usage Column in Queues View ....................................................................................... 126 Overflow Call Routing Enhancements ..................................................................................... 127 Hold Music Source Selection ................................................................................................... 129 Call Center Reporter.................................................................................................................... 130 Call Center Reporter Options................................................................................................... 130 Toll free Options ................................................................................................................... 130 In-state Options .................................................................................................................... 130 Criteria for counting calls...................................................................................................... 131 -5- Grouped Service Level Report................................................................................................. 132 Unanswered Calls During Business Hours.............................................................................. 134 Call Summary Report............................................................................................................... 136 Outbound Call Comparison Report.......................................................................................... 138 Trunk Usage Report................................................................................................................. 139 Outbound Long Distance Summary......................................................................................... 141 Outbound Calls by Phone Number .......................................................................................... 142 Call Transfer Report................................................................................................................. 143 User Call Trends Report .......................................................................................................... 145 Agent Call Trends Report ........................................................................................................ 146 Maintenance and Administration ................................................................................................. 147 System Shutdown Enhancements........................................................................................... 147 Delayed shutdown................................................................................................................ 148 Prevent new calls ................................................................................................................. 148 Terminate existing calls........................................................................................................ 148 Service shutdown options .................................................................................................... 148 Capture Dialogic firmware dump .......................................................................................... 149 Restart TeleVantage server after shutdown......................................................................... 149 Shutdown Reason ................................................................................................................ 149 Device Types and Names in the Device Monitor..................................................................... 149 ISDN Red Alarm Notification via NT Events ............................................................................ 151 Maintenance Log Enhancements ............................................................................................ 152 TeleVantage Server Process Dumps ...................................................................................... 153 Problem Report Wizard Enhancements .................................................................................. 154 Include a Database Backup ................................................................................................. 154 Command Line Interface ...................................................................................................... 155 Include Dialogic Firmware Dumps ....................................................................................... 157 Default Contact Information and Email Options ................................................................... 157 Automated Collection of Server Information ........................................................................ 157 Server Log Improvements........................................................................................................ 158 TeleVantage Event Log ........................................................................................................... 159 Trunk Log ................................................................................................................................. 159 Identify Active Party on a Device ............................................................................................. 164 Dial Plan View .......................................................................................................................... 165 TeleVantage 6.0 Upgrade Procedure.......................................................................................... 167 Installation CDs ........................................................................................................................ 167 Shut Down and Back Up TeleVantage 5.0 Server................................................................... 167 Shutdown the Dialogic SR 5.1.1 SP1 Drivers......................................................................... 170 Upgrade Intel Dialogic SR 5.1.1 Drivers .................................................................................. 171 Install Intel Dialogic Driver Updates ......................................................................................... 175 Upgrade MSDE (Optional) ....................................................................................................... 178 Upgrade TeleVantage Server .................................................................................................. 182 Upgrade Workstation Applications........................................................................................... 191 Upgrade TeleVantage Web Services ...................................................................................... 198 Enter and Activate Licenses .................................................................................................... 204 -6- Introduction Scope This document describes the new features in TeleVantage Version 6.0. It also describes the changes made to existing features for Version 6.0 relative to TeleVantage Version 5.0. The final section of this manual provides instructions on how to upgrade from TeleVantage Version 5.0 to TeleVantage 6.0. Although an attempt is made to document all the changes and additions from Version 5.0 to Version 6.0, some information may be omitted, as this manual was originally published some time before the release of the TeleVantage 6.0 product. Refer to the documentation included with your TeleVantage 6.0 software for a complete description of the product. Audience This manual is intended for use primarily by those existing TeleVantage value-added resellers that are currently authorized to sell, install, and maintain TeleVantage Version 5.0. The information in this document may also be of interest to TeleVantage distributors, and to any technical personnel responsible for installing, configuring, or maintaining TeleVantage 6.0. The reader is assumed to be familiar with the features and operation of TeleVantage 5.0, the various Windows operating systems, Intel’s Dialogic telephony hardware and software, and the public telephone network. New value-added resellers are required to attend the TeleVantage 6.0 Essentials Training course. Refer to the Training page on the Artisoft website for more information. Organization The content is divided by application. The new features of the Viewpoint Client, Web Client, Telephone User Interface (TUI), Administrator and server are each listed separately. Where controls for a new feature appear in more than one application program, there is a section describing that feature for each application program. -7- Windows Desktop Client Client renamed to “ViewPoint” The client application for TeleVantage 6.0 is called “ViewPoint”. The web-based version of the client is called “ViewPoint Web Access” . Call Monitor Tab Sort Order and Visibility Figure 1. Show Tabs Dialog in Call Monitor The user can now specify which Call Monitor tabs appear in the Call Monitor view and call pane of the ViewPoint client. The order in which these tabs appear can also be specified. To change the visibility or display order of the Call Monitor tabs, right-click on one of the tabs in Call Monitor and choose “Show Tabs…”. (See Figure 1) The Show Tabs dialog box appears. To make a tab visible, select the tab’s name in the “Available tabs:“ column and choose “Add >”. To hide a currently shown tab, select the tab’s name in the “Show these tabs in this order” column and choose “<- Remove”. The tabs are displayed in the Call Monitor, from left to right, in the order they appear in the “Show these tabs in this order” column. To change the order the tabs are displayed, select a tab’s name in this column and then use the up or down arrow to modify its position in the list. -8- Figure 2. Parked Tab in Call Monitor In addition, a new Call Monitor tab, the Parked tab (Figure 2), displaying the parked calls on the system, can be made visible. (This is the same information shown in the Tools>Unpark dialog.) To display this tab, check the “Show all parked calls” checkbox. The Parked tab appears in the ”Available tabs” field. Highlight Parked with the mouse and hit the “Add ->“ button. MDAC 2.7 SP1A Installed The TeleVantage server, workstation application, and web services installers install Microsoft Data Access Version 2.7 Service Pack 1 Refresh ( also known as Service Pack 1a) if MDAC Version 2.7 or higher is not already installed on the target machine. Mute/Un-mute All Conference Parties in Call Monitor The ViewPoint program now allows a user to mute or un-mute individual parties in a conference. By selecting more than one party (using the Shift key or Ctrl key), multiple parties in the conference can be muted or un-muted simultaneously. (See Figure 3.) -9- Figure 3. Mute for Multiple Parties to a Conference To mute one or more parties, highlight those parties in the Call Monitor, then right-click and select Mute. The same procedure is used to un-mute one or more parties that have been muted. When a party to a conference has been muted, that person’s audio is no longer mixed with that of the conference. That person hears the remaining un-muted parties in the conference, as do all conference participants. (Muted parties do NOT hear hold music.) “Access Tools Menu in ViewPoint” Permission The new user permission “Access Tools Menu in ViewPoint” has been added to the properties of users and roles. When a user has this permission set to a value of “Disallow”, the Tools menu no longer appears in ViewPoint, preventing the user from accessing these menu choices. Note that many of the functions on this menu can be accessed through other controls in the ViewPoint client, for example, audio output can be switched between the telephone and speakers using the controls in the status bar, even though the Audio Output menu is not accessible from the Tools menu. Also, this permission does not limit access to the Options dialog in ViewPoint Web Services. ViewPoint Client Add-ins Add-Ins are software components you can develop that communicate with the executable for the TeleVantage ViewPoint application. An add-in application is loaded when ViewPoint is loaded and is notified of changes in the ViewPoint session, such as when folders are changed and when menu items are selected. Add-Ins can add custom menus and toolbar buttons to the ViewPoint client, display messages on the ViewPoint status bar, and more. Most importantly, an add-in has access to ViewPoint’s Client API session object, so it can receive the same events that ViewPoint receives and has access to the same data on the user’s calls and the status of the server. An add-in can do anything a Client API application can do, without the need to log in or consume additional memory, since it shares ViewPoint’s Session object. Unlike regular Client API applications, add-Ins have the advantage of knowing exactly what the user is doing in ViewPoint. - 10 - A sample add-in application, Reverse Phone Number Lookup, is supplied with TeleVantage 6.0. This sample application adds the Reverse Phone Number Lookup menu item (Figure 4) to the shortcut menus for call log entries, voice mail message, and other items in ViewPoint that have telephone numbers associated with them. When this menu choice is selected, the add-in opens a web browser and passes the telephone number to a web-based search engine. Figure 4. Reverse Phone Number Lookup Add-in Menu Item Add-ins are installed and managed using Add-ins Manager (Figure 5), found in ViewPoint under the Tools menu. The name, creator, and version number of all the add-ins installed on the workstation are displayed. - 11 - Figure 5. Add-in Manager Dialog To install an add-in from the Add-ins Manager, choose “Add…”and navigate to the location of the add-in executable to be installed. (TVReversePhoneLookup.dll, the executable for the sample application, is found in the \Netsetup folder.) The “Options…” button allows the user to configure a selected add-in, if the add-in has any usersettable parameters. (See Figure 6.) Figure 6. Add-in Manager's Options Dialog Busy Station Routing List Final Action The busy station final action in a routing list allows a user to have an call that comes to his extension when his station is busy handled differently from when his station is idle. By checking the “Handle busy calls differently from calls not answered” checkbox (Figure 7) in a routing list, he can specify a routing list final action for calls that attempt to ring his station when the station is off-hook. - 12 - Figure 7. Busy Station Final Action in a Routing List With this control checked, a list box appears that allow the user to specify one of two final actions: • • Final action if the call is not answered (ring no-answer final action) Final action if the station is busy (busy station final action) Both final actions allow the user to specify if a greeting is played to the caller, and if so, select a greeting to be played. The user can select an action that determines how the call is treated in each situation (busy or ring no-answer). The options for the greeting and actions settings in the ring no-answer case are the same as those found in TeleVantage 5.0 routing list final actions. See Using routing lists on Page 15-7 of Using TeleVantage. For the busy station case, the Play greeting control’s list box includes one additional greeting: “System camp on greeting”. The Action field of the busy station final action has the following available values: • • • • • • • Take Message Hang up Prompt to hang up Transfer to an extension Transfer to other voicemail Pause and repeat Camp on station - 13 - All of these actions, with the exception of “Camp on station”, are found in the ring no-answer final action, and in TeleVantage 5.0 routing list final actions, and operate in the same manner as they did in TeleVantage 5.0. The “Camp on Station” final action allows the user to “queue” a call to his extension while his station is busy. The system places the incoming call on hold. The caller hears either the system camp on greeting or a similar greeting that the user records: “The person you have attempted to reach is on the phone. To hold for your party, remain on the line. Otherwise, to leave a message, press 1. To end this call, press 2.” The greeting repeats every 60 seconds. the caller can press “1” to go to your voice mail or “2” to disconnect the call. In between greetings, the caller hears hold music, if configured. The busy station final action is performed whenever the server attempts to route an incoming call to an internal or external station and that station device is busy. A single-line station is busy if it is off-hook. A station device with multiple line appearances, such as a Toshiba phone, is considered busy if one line appearance is in use. (The call rings an available line appearance, and if it is not answered, the busy station final action is performed.) The Standard routing list behavior is to camp-on the station if the extension is busy. This default setting, like all settings in the Standard routing list, cannot be changed. However, the Standard routing list does allow the user to uncheck “Handle busy calls differently from calls not answered”, thereby disabling the camp-on feature. Calling As Identity Control in ViewPoint A user can now change his “calling-as” identity from the status bar in ViewPoint. For a user who is an agent in a Call Center queue, the name and extension field in the right-hand side of the ViewPoint Status bar is a drop-down list box (Figure 8). By clicking on this control and selecting the desired name and extension, the user can change his calling-as identity to that of any Call Center queue he is an agent in. He can change his calling-as identity back to his own extension by choosing his name in the drop-down list. The *14 quick command can still be used to change a user’s calling-as identity via the telephone keypad. Changes to the calling-as identity made from the handset are reflected in the status bar. - 14 - Figure 8. Calling As Identity Controls in ViewPoint ACD Workgroup queues do not appear in the drop-down list, so this control cannot be used to change the user’s calling-as identity to that of an ACD Workgroup queue. This must be done using the *14 quick command. Camp-on If a user wishes to speak to another user whose station is busy, he can camp-on that person’s extension using the ViewPoint client. The system waits until both user’s stations are idle and then automatically places the call. The initiating user’s station is alerted first. When the initiating user picks up, the camped-on user’s phone is then rung. The system waits a maximum of 30 minutes for the two stations to go idle. If, in that time, both stations were never simultaneously idle, the camp-on call is cancelled. To start a camp-on call, select a busy user to call in the Extensions view (Figure 9) or In the Phonebook pane of another view. Right-click on the busy user and select “Camp on busy”. The camped-on user is displayed in bold type, indicating that a camp-on call is pending to that user. To cancel a camp-on call, select a camped-on user, right-click and choose “Cancel Camp-on”. The “Camp on busy” and “Cancel Camp-on” menu items also appear in the Actions menu of the Extensions view. - 15 - Figure 9. Camp On Busy Menu Item in the Extensions View This feature is implemented in the ViewPoint client (not the TeleVantage server), so the client program must be running - the operation will be terminated if the client is closed. For users with multi-line stations, such as the Toshiba telephones, the server waits for phone to go completely idle to start the camped-on call. (It does not use an idle line appearance.) 3rd-party Control Update ViewPoint for TeleVantage 6.0 uses a newer version of actbar2.ocx than used in TeleVantage 5.0. Drag & Drop External Address into Call Monitor ViewPoint allows the user to call a telephone number by dragging and dropping selected text onto the Call Monitor window. The call is placed over the default IP or phone number dialing service. If the telephone number is less than seven digits, the Place Call dialog is displayed. If the text contains any non-numeric characters (except comma “,”) either the special characters are removed from the string before dialing or the drag and drop operation is ignored. If a “+” precedes the number then it is interpreted as a globally-scoped number, “+ (country code) (national number)”. Some examples are shown in Table 1 . - 16 - Table 1. Examples of Drag-and-dropping a Telephone Number into Call Monitor String 617333$%3456 ABC-AUTO 61733334#5 192.168.0.8 (617) 333-3456 411 011-2-80-727-9595 +27759495 Action Dialed Ignored Ignored Dialed Dialed Place Call dialog Dialed Dialed Dialed Number 6173333456 192.168.0.8 16173333456 0112807279595 01127759495 Navigator Bar for ViewPoint By default, what was the View bar in the previous versions of TeleVantage client is replaced by Navigation Pane in ViewPoint. The Navigation Pane allows the user to group folders (views) into categories and quickly maneuver from one related group of folders to another. The default arrangement of the Navigation Pane is shown in Figure 10. As shown, the Navigation Pane includes a Favorites Folder pane and a Navigation Bar – a set of buttons at the bottom of the pane that allows the user to display a particular ViewPoint view and set of Favorite Folders. The buttons that appear on the Navigation Bar are listed in Table 2 . Figure 10. ViewPoint with Navigation Bar - 17 - Table 2. Navigation Buttons Button Call Monitor Default View Call Monitor Voice Mail Inbox Contacts Contacts Call Log Call Log Configuration Greetings All Folders Folder List More Buttons (Current View) (Current View) (Current View) Favorite Folders (Defaults) Call Monitor Extensions Queue Monitor Deleted Inbox Shared (Other message folders) Public\Contacts Contacts (Other contact folders) Call Log (Other call log folders) Call Rules Greetings Personal Statuses Public\Workgroups Workgroups (All folders accessible to user) (Current Favorite Folders) (Current Favorite Folders) Notes Displays the Folder List Displays the Navigation Bar menu Buy choosing a Navigation Bar button, the user can display a set of related folders in the Favorite Folders list, and the default view in the main pane of the ViewPoint application. By clicking on a folder in the Favorite Folders list, the user can display the view for any folder in that list. This operation is similar to that seen in the Folder List in the previous versions of TeleVantage Client. The Favorite Folders list for each of the Navigation Bar buttons (except the All Folders button) is customizable. The user can add or remove folders from the list. To remove a folder, right-click on the folder and choose “Remove from Favorite Folders”. To add a folder to Favorite Folders, navigate to the Folder List by clicking on the All Folders button, then right-click on the folder and select “Add to Favorite Folders”. Clicking the “More Buttons” button displays a menu (Figure 11) that allow the user to configure the navigation pane. The “More Buttons” menu includes the following menu items: • • • • Show More Buttons Show Fewer Buttons Navigation Pane Options (disabled) Add or Remove Buttons - 18 - Figure 11. More Buttons Menu The folder group buttons can be made large (added to the “button list”) by selecting “Show More Buttons”. The left-most button on the button bar disappears and that button appears in the button list. The “Show Fewer Buttons” menu item moves the bottom-most button in the button list back to the Navigation Bar. If the Navigation Pane is not wide enough to display all the buttons configured to appear on the button bar, the right-most, hidden-buttons appear on the bottom of the More Buttons menu instead. For example, the Folder List and All Folder buttons may be configured to appear in the button bar, but, if the Navigation Pane is too narrow to display them, they appear in the More Button menu. If the user was to drag the right edge of the Navigation Pane over to make it wider, the buttons would disappear from the More Buttons menus and reappear on the Navigation Bar. The “All Folders” button displays the Folder List instead of the Favorite Folders pane. The “Folder List” button adds a separate Folder List pane to the Navigation Pane, just under the Favorite Folders Pane. (See Figure 12.) Figure 12. Navigation Pane with Folder List - 19 - Play Audio into a Call Using TeleVantage 6.0’s ViewPoint program, a user can play a audio recording into a call. All parties in the call hear the audio. The audio content can be a voicemail message, a call recording, or a pre-recorded greeting that appears in a voice message folder the user has access to. To play an audio message into a call, right-click on the call in the Call Monitor and select “Insert Audio” from the shortcut menu (Figure 13). Figure 13. Insert Audio Menu Item in Call Monitor Then choose “Play audio into call …” to display the “Play Audio Into Call” dialog box (Figure 14). In this dialog, navigate to the folder containing the message to be played, and select OK. Figure 14. Play Audio Into Call – Select Message Dialog - 20 - The audio is then heard by all parties in the call. To stop playback of the audio before the end of the recording is reached, choose the “Stop Audio” menu item under “Insert Audio”. Alternatively, this function can be initiated from the voice message folder in which the recording to be played resides. Select the desired recording, right-click and choose “Play into call” (Figure 15). A fly-out menu with two choices appears: “Current Call” and “Other Call …”. If “Current Call” is selected, the recording is immediately played into the currently active call. Figure 15. Play into Call Menu Item in a Message View If “Other Call …” is selected, the “Play audio into call” dialog box in Figure 16 appears. Select the call into which the audio should be played and choose OK. Figure 16. Play Audio Into Call - Select Call Dialog - 21 - You cannot play audio into a call in the following states: • • • • • • Ringing Listening to a greeting in a routing list or to a voice menu generated by the system Recording voice mail Queued in a ACD/WG queue Monitored or coached by a supervisor, including both personal and Call Center queue calls. Owned by another user or queue Essentially, the call must be either active or on hold before recorded audio can be played into the call. User and Contact Enhancements In ViewPoint, the user now has access to his personal telephone numbers through the Personal>My Numbers page of the Tool>Options dialog. In addition to the “Home”, “Home 2” and “Mobile” numbers found in previous versions of TeleVantage, the user can now record two different email addresses (Email and Email 2) and an instant messaging (IM) address (IM address). (See Figure 17.) Figure 17. E-mail and IM Address Fields The e-mail and IM address information is not currently used in TeleVantage, but it is accessible to 3rd-party applications through the Client API. To enter an e-mail address or IM address, select the desired field and choose Edit. A dialog box similar to that shown in Figure 18 appears. Enter the address in the provided text box. - 22 - (ViewPoint and TeleVantage server does no check the format of this information in any way, at present.) Figure 18. E-mail Address Dialog Box The E-mail, E-mail2, and IM address properties have also been added to contacts. Any of the addresses in My Numbers can be made public by checking the “Public” checkbox in the appropriate edit dialog. A public number can be: • Viewed by other TeleVantage users, in the Extension or Phonebook panes of the ViewPoint program. (See Figure 19.) Another user can then start a call to that public number by selecting the owner’s name in one of these views, opening the shortcut menu, and selecting the number from a list. • Used by TeleVantage server to match incoming calls to a user account. An inbound call arriving with a Caller ID or ANI number matching the user’s public address is identified as coming from that user. The user’s name appears on calls in Call Monitor, and the server treats the calls as from that user when applying call rules to the call. Figure 19. Pubic Numbers in the Speed Dial Menu - 23 - French Localized Client Figure 20. Canadian French Localized ViewPoint The ViewPoint client for TeleVantage 6.0 included localizations for Canadian French and Parisian French (Figure 20). The localizations are installed on the workstation by default. To change languages, open the “Regional Options” applet in Windows Control Panel, and change the “Your Locale” setting to French locale. - 24 - Web Services TeleVantage 6.0 ViewPoint Web Services incorporates many of the same improvements found in the ViewPoint Windows client. Figure 21. ViewPoint Web Services Logon Dialog French Localization Two French localizations, Parisian and Canadian, have be added. As in previous versions of the product, the user can select the language the web client is displayed in at logon. (See Figure 21.) - 25 - External Station Support The ViewPoint Web Client Logon dialog has been modified added options to log on using an external station. If the user is assigned to a statically-assigned external station, then he can enter his external station ID in the Station field of the web client. This allows him to perform call control operations on calls routed to the external station. By entering an external telephone number or IP address in the “Remote number” field, the user can dynamically create an external station and achieve the same results. Also, the “Imitate a station when routing incoming calls to external numbers” control can be found in the Options dialog of the web client. When this control is checked, the server associates a dynamically-created external station with the user’s incoming call, allowing the user to perform call control operations on the call through the web client interface. See External Stations on Page 75 for more information on external stations. A user who does not intend to route calls or perform audio operations can log on to the web client using the None option on the Logon page, as in the Windows client. The “None” option eliminates the need to enter a station number of “0”, as was the practice in earlier versions of TeleVantage Navigation Pane Figure 22. ViewPoint Web Services Page with the Navigation Pane As in the Windows client, the Navigation Pane (Figure 22) replaces the View Bar in ViewPoint Web Services. The function of the controls on the web client Navigation Pane. The “More Buttons” button and its associated menus are not implemented in the web client. The Navigation Bar wraps to multiple lines if resized smaller than default size. See Navigator Bar for ViewPoint on Page 17. Play Audio Into a Call TeleVantage 6.0’s web client include support for playing a voice message, call recording, or greeting into a call. The function of this control (Figure 23) is similar to those of the Windows ViewPoint client, as described in Play Audio into a Call on Page 20. - 26 - Figure 23. Insert Audio Control in Web Client Contact and User Enhancements In the web client Options dialog, a new “My Numbers” section appears (Figure 24). The user can specify the Home, Home2, and Mobile telephone numbers supported in previous versions of TeleVantage, and the E-mail, E-mail2, and “IM address“ properties added in TeleVantage 6.0. Figure 24. My Numbers Section of the Options Page Further, any of these addresses can be made visible to other users by checking the “Public” checkbox. The E-mail, E-mail2, and “IM address“ fields also appear in the web client’s contact property pages. See User and Contact Enhancements on Page 22 more details on these changes. Camp on Busy In the Extensions view of the web client, the Camp on Busy control (Figure 25) has been added for each extension with a local station. This allows the user to camp on an extension through using the web client. See Camp-on on Page15 for more information on the camp on busy feature. - 27 - Figure 25. Camp on Busy Control in Web Client - 28 - Telephone User Interface Record Call Feature Code A user with the appropriate permissions and configuration can now record a call via his telephone keypad. To initiate call recording during an active call, the user hits Flash and then enters *16. The user must have a value of “Allow” for the “Record Calls” permission. If not, the server plays "I'm Sorry, you do not have permission to use this feature", and then reconnects the user to the call. The call recording created using this feature is stored in the mailbox specified in the “Send personal recordings to this user:” field in the user’s properties in the Administrator program. If this user no longer has a voice mailbox, then the server plays "I'm sorry, your account is not configured to make call recordings" to the user after he presses *16, and then reconnect the user to the call. If the target mailbox is full, the server plays "I'm sorry, your recording mailbox is full" and reconnect the user to the call. When the user successfully starts a recording using the telephone keypad, the server plays “Recording started” to the user and then automatically reconnects the user to the call. (The farend of the call is on hold and does not hear this prompt.) While a call is being recorded, the user can stop the recording by pressing Flash and *16. The server plays “Recording stopped” and then reconnects the call. The user can also start recording before dialing a number by pressing *16 at internal dial tone. The server will play “Recording started” and return the user to dial tone for the user to enter the desired telephone number or extension. The ViewPoint client works in conjunction with the new *16 feature code. A recording initiated from the ViewPoint client can be stopped using *16, and a recording started from the telephone keypad can be stopped using ViewPoint. ViewPoint displays the record or stop control as appropriate to the current state of the recording. Transfer to External Number via Telephone Users can now transfer a call to an external number using the telephone keypad. During an active call, the user presses Flash (or performs a hook flash). The user then selects Option 1 to transfer. The server then prompt the user: “Enter an extension or phone number or press 411 for a name directory”. The user can then enter an access code and external telephone number or IP address. If the dialed number matches an internal extension or starts with a valid access code, the call is transferred. If not, the server plays the prompt "That number is incorrect. If dialing an external # please include the access code such as (default access code)”. The server then reprompts the user to enter a number to transfer to. - 29 - *91 and *99 Support for Extensions Routed to Trunks The feature codes to pick up a ringing workgroup call (*99) and pick up a call ringing a specified extension (*91) can now be used when logged in to TeleVantage on a trunk. This permits a user who connects to TeleVantage using a voice-over-IP phone or gateway, or any other device that automatically logs the user on to the system and takes them to internal dial tone, to pick up a call on another extension simply by entering *99 or *91 and the extension, as he would from a station attached to the system directly. This feature is particularly useful in situations where a VoIP-to-analog gateway is being used to attach multiple stations to TeleVantage, for example, at a remote office. If one of these remote extensions is ringing, another user in the same location can now re-route the ringing call to his station using these feature codes. More steps are required to used these features when a user is connecting to TeleVantage from an external device that does not automatically provide internal dial tone to the user. For example, a certain user may have his mobile phone configured as an external station. To pick up a call ringing another extension, the user must call into the system, log on to TeleVantage using his own extension and password, enter # to navigate to internal dial tone, and then enter *99 or *91 to re-route the ringing call. If the user is already on an active inbound call routed to the external station by TeleVantage, then the trunk is already associated with this user and it is not necessary for him to log in. He can press ** to put the active call on hold, enter # to get internal dial tone, and then enter *99 or *91. An outbound call initiated from the client, where the near-end of the call is routed to an external number because the user is assigned to an external station, or has logged into ViewPoint by specifying a remote number in the Options section of the Log On dialog (Figure 26), is also considered “logged in” to TeleVantage and does not have to log in to get to internal dial tone. Figure 26. ViewPoint Log On Dialog Note that calls forwarded to an external number, either by changing the user’s default location or using the “At another location”, is not considered “logged on” to the system, except when the “Prompt recipient for password” option is used in a routing list action. In these situations, a user on an active call to the system must still log on before he can get to internal dial tone. - 30 - Assign Stations to Existing Extensions via *0 An option to assign an open station to an existing user has been added to the *0 quick command menu in TeleVantage 6.0. After pressing *0 on a station that is not currently assigned to any station, the server plays: "This telephone is station number <station id>. This telephone doesn't have an extension. To create a new extension and new user for this phone, enter an extension number followed by the pound key, otherwise hang up." At this prompt, the user can either: • Enter an extension that does not currently exist on the server. The server will create a new user with that extension and assign this station’s ID to that new user. This is the same behavior as seen in previous version of TeleVantage. • Enter the extension of an existing user who is not currently assigned to a station. The server changes the target user’s station ID to this telephone’s station ID. If the user enters a valid extension (as defined below), he hears a confirmation prompt: “To assign extension <target extension> to this station, press 1. Otherwise, press * to enter another extension” . If the user presses “1”, then he hears default *0 quick command menu: "This telephone is station number <station id> and the current extension is <target extension> .” The target extension’s current default station ID must be “0” (zero). If the target extension is already assigned to a non-zero station, then the server plays “I’m sorry, extension <target extension> is already assigned to Station <extension’s station id>. Please enter another extension followed by the pound key”. This feature allows users to pre-configure users an extensions on a server. Users can be associated with their stations, using only commands entered from the telephone handset, at the time the TeleVantage server is put into place at the end-user site. Permissions Restricting Access to TUI Features TeleVantage 6.0 includes new user permissions that can be used to restrict a user’s access to most telephone user interface features. See Permissions Restricting Access to TUI Features on Page 107 for a list of the new permissions. - 31 - Contact Manager Support ACT! Version 6.0 for Windows 2004 Support ACT! Version 6.0 can be used with Version 6.0 of TeleVantage’s TAPI Service Provider. TeleVantage provides the same level of function as found with earlier supported version of ACT! with regard to outbound dialing and pop-up notifications for incoming calls. See Using TeleVantage, Page 16-13, for more information on using ACT! with TeleVantage. - 32 - Platform Requirements Windows 2000 Service Pack 4 Support Both the TeleVantage 6.0 server and the workstation applications can run on platforms running Windows 2000 with Service Pack 4. Windows 2003 Server for TeleVantage Workstation Applications and TeleVantage Server TeleVantage 6.0 server runs on Windows 2003 Server, Standard and Enterprise Editions. The server product should not be installed on the Datacenter or Web editions of Windows 2003 Server. The TeleVantage 6.0 workstation applications, including ViewPoint Web Services, run on Windows 2003 Server, Standard and Enterprise Editions. The workstation applications are not supported on the Datacenter or Web editions of Windows 2003 Server. Web Services is also supported on the Web Edition of Windows 2003. Windows XP for TeleVantage Server TeleVantage 6.0 server runs on Windows XP, Home and Professional Editions. Microsoft Data Engine 2000 New installs of TeleVantage 6.0 run on MSDE 2000 Service Pack 3a. The “Microsoft Data Engine” option on the Master Setup CD installs this version of MSDE if no other version of Microsoft SQL server is present on the machine. MSDE 2000 for MSDE 7.0 upgrades TeleVantage 6.0 server install program automatically upgrades MSDE 1.0 installs to MSDE 2000 without warning. If the server already has MSDE 2000 installed, it is upgraded to Service Pack 3a, without warning. The installer can also upgrade servers with MS SQL 7.0 Desktop or Enterprise Editions to MSDE 2000 SP3a. The user is warned before the upgrade is performed. If he chooses not to upgrade to MSDE 2000, the server installer continues using the existing install of MS SQL 7.0. If a server undergoing an upgrade to TeleVantage 6.0 already has MS SQL 2000 Standard or Enterprise Editions with SP3 installed, the installer program does not attempt to install MSDE 2000 or its service pack. If the current version of MS SQL 2000 is not running SP3, the user is warned that he must manually upgrade the database engine to SP3 before continuing, and the upgrade stops. The server installer does not support upgrades from versions of TeleVantage using MS SQL 6.5. Servers running TeleVantage Version 2.1 or earlier versions must be upgraded to Version 3.x, 4.x, or 5.0 before running the TeleVantage 6.0 installer. - 33 - Windows NT Server and Workstation No Longer Supported TeleVantage Server running on Windows NT (both Windows NT Workstation and Windows NT Server) is no longer a supported configuration. The Intel Dialogic Drivers are not certified to run on this operating system and future versions of the drivers will not be tested no Windows NT. Windows NT is still supported as a platform for the TeleVantage workstation applications and for TeleVantage 6.0 ViewPoint Web Services. - 34 - Telephony Hardware & Drivers Updated Dialogic DMU Utility The TeleVantage 6.0 Drivers CD includes the Dialogic MakeCall Utility (DMU) Version 1.4, the replacement for Version 1.3 associated with Dialogic’s DNA Version 3.3 drivers and used with previous versions of TeleVantage. The new version of DMU can be found in the \Dialogic\drivers\support\dmu folder on the CD. Dialogic System Release 5.1.1 Feature Pack 1 As part of the installation process for TeleVantage 6.0, Feature Pack 1 for Dialogic’s System Release 5.1.1 for Windows is installed on the TeleVantage server machine. Feature Pack 1 includes: • • • • • • Support for the DI/SI16 and DI/SI24 station boards Support for the DI/0408-LSA Revision 2 Support for the DMV160LP analog trunk board Support for DM/IP0821A-T1 and DM/IP0821A-E1-120 Windows 2003 Support for TeleVantage Server Support for Windows XP Platform Dialogic Driver Updates As in previous versions of TeleVantage server, the TeleVantage server installation process includes a “Dialogic Driver Updates” step. This step installs: • • • The Windows drivers for the Toshiba station boards A number of post-Feature Pack 1 patches to the Dialogic drivers. The Dialogic GlobalCall 4.0 Protocol package Dialogic GlobalCall 4.0 Protocol support A standard installation of TeleVantage 6.0 includes the Dialogic GlobalCall Protocol Package, Version 4.0. This package provides country-specific and equipment-specific protocol implementations for T1 and E1 lines. This update to the Global Call Protocol Package supplants Version 3.0, supported under TeleVantage 5.0. Unlike that previous version, Version 4.0 of this package is now automatically installed on the server as part of the Dialogic Driver Updates installation step. For more information, refer to Intel’s website at http://resource.intel.com/telecom/support/releases/protocols/GCProtocols40/index.htm. To determine which version of the GlobalCall Protocol Package is installed on your server, check the value of the registry key: HKEY_LOCAL_MACHINE\SOFTWARE\Dialogic\Intel Dialogic Global Call Protocols - 35 - The “Release” value within this key indicates the current version of the package installed on your server. (Refer to Page 5-19 of Administering TeleVantage for more information on using these protocols when configuring E1 CAS spans.) DI/0408LSA Revision 2 Integrated Trunk & Station Board General Description The DI/0408-LSA is a multi-purpose telephony board. A member of the DM3 family of Intel Dialogic boards, the number and type of network resources available using this board is determined by the firmware file and parameters (also called “media load”) assigned to this board. The firmware and configuration of the board is determined by the contents of the product configuration description (PCD) file assigned to the board when it is configured in the DCM. Three separate configurations are supported: Analog Stations with Analog and IP Trunks (Using PCD File @DI0408LSA_ML3) 4 analog loop-start trunks 8 analog stations 4 IP trunks 12 shareable voice resources Music-on-hold input Integrated failover Analog Stations & Trunks (Using PCD File @DI0408LSA_ML4) 4 analog loop-start trunks 8 analog stations 9 conference resources w/ 9-party max 8 shareable voice resources Music-on-hold input Integrated failover IP Trunks Only (Using PCD File @DI0408LSA_ML5) 12 IP Trunks (All other features are disabled) The firmware and configuration assignments are also referred to a “media loads”, and so the setups above are referred to as “Media Load 3”, “Media Load 4”, and “Media Load 5”, respectively. - 36 - Electrical and Mechanical Characteristics The DI/0408LSA-R2 is shown in Figure 27. The host interface is Universal PCI V2.2 33MHz, and the board requires a single, PCI long-card slot. Figure 27. DI/0408LSA Revision 2 The DI/0408LSA-R2 includes a standard 68-pin CT-bus connector, and operates in both CT-bus and SC-bus compatibility mode. Stations 5-8 Stations 1-4 Trunks 1-4 Audio Input Power Supply Connector Figure 28. DI/0408LSA-R2 Connectors The back plate (Figure 28) of the DI/0408LSA-R2 includes five separate connectors used to connect the board to external devices. There are three RJ-61 connectors: two (S1-4, S5-8) provide connections for analog telephone handsets (four stations on each connector) and the third (T1-4) is used to connect the board to up to four analog loop-start trunks. Immediately above these connectors is a 1/8 inch phono jack, which is a 1000 ohm, 600mV peak-to-peak input for music-on-hold audio. Lastly, the pigtail terminated in a 6-pin DIN connector is used to connect the DI/0408LSA-R2 board to an MSI Global power supply. The external power supply provides loop current and ring voltage for the analog stations attached to the board. A breakout box and cable (Figure 29) to take the eight station and four trunk connections on the RJ-61 connectors to individual RJ-11 connectors is available. The cable shown is approximately 6 feet in length and both ends are clearly marked with the mating connector identifiers. The board does NOT include an Ethernet port. When the DI/0408LSA-R2 is used with either of the media loads that support IP trunks, the DI/0408LSA-R2 communicates with the network using the host machine’s NIC(s), and a host-based stack is required. See Dialogic GlobalCall IP With Split Call Control Support on Page 100 for more information on host-based stacks. - 37 - Automatic failover The DI/0408LSA-R2 has on-board relays which are used to provide a fail-over capability. When the TeleVantage server machine loses power, or when the Dialogic drivers are stopped, the first four analog station ports are connected to the first four analog trunk ports through these relays. (Note that removing power to the board's external power supply does NOT cause the failover mechanism to engage.) Figure 29. Breakout Box and Cable for the DI/0408LSA-R2 Voice Resources The voice resources on the DI/0408LSA and those on Springware boards (such as the D/120JCT-LS and D/240SC-T1) perform similar functions but their programming interfaces are markedly different, and currently TeleVantage does not support the full use of both types of voice resources in the same system. When the server starts, if there are any Springware boards present in the system, TeleVantage server only uses Springware-based voice resources for voice processing. The voice resources on the DI/0408LSA boards are then used only to send Caller ID, Caller ID on Call Waiting, or message-waiting information to CLASS phones. When performing this type of signaling to a station attached to DI/0408LSAR2 board, the TeleVantage server does not require a voice resource from the shared voice resource pool. Instead, one of these “tone resources" on the DI/0408LSA board is used. - 38 - If the system contains no Springware boards, then the TeleVantage server can use the DI/0408LSA-based voice resources. This is termed “DI/0408LSA standalone mode”. Systems running in this mode should have “Generate tones using software”, in the General category of the Tools>System Settings dialog of the Administrator program, checked. Support for Revision 2 of DI/SI16, DI/SI24, and DI/SI32 Station Boards As a result of the move to Feature Pack 1 for the Dialogic drivers, TeleVantage 6.0 supports Revision 2 of the DI/SI32 station board. Where the initial version of this board supplied only 12 useable conference resources, Revision 2 has 16 conference resources, and supports up to 16party conferences. Also, Revision 2 of the DI/SI16 and DI/SI24 station boards are supported in TeleVantage 6.0. The DI/SI16 and DI/SI24 are identical to the DI/SI32 Revision 2 station board, except the DI/SI16 has 16 station ports and the DI/SI24 has 24 station ports. Both boards supply 16 conference resources and up to 16-party conferences, like the DI/SI32 Revision 2 board. Support for DM/IP0821A-T1 and DM/IP0821A-E1-120 Support for the DM/IP0821A-T1 and DM/IP0821A-E1-120 IP trunk boards returns in TeleVantage 6.0. The DM/IP0821A series boards were not supported in TeleVantage 5.0. However, TeleVantage 4.1 and earlier versions, which used the DNA Version 3.3. Dialogic drivers, supported these boards and many TeleVantage customers purchased this equipment in the past. The firmware files in Table 3 can be assigned to these boards in DCM: Table 3. Firmware Files for DM/IP0821A IP Trunk Boards Board DM/IP0821A-T1 DM/IP0821A-E1-120 PCD File @IPT_ISDN_5ESS1D.PCD @IPT_ISDN_NET51D.PCD - 39 - DMV160LP Analog Trunk Board Support The DMV160LP is a 16-port analog trunk board. It is approved for use in North America, Japan, and non-European Union countries. Figure 30. DMV/160LP Analog Trunk Board The DMV160LP is shown in Figure 30. It is a single slot, Universal PCI long card. The board includes a CT-bus connector and can operate in both CT-bus and SC-bus compatibility mode. Figure 31. DMV160LP Connectors The DMV160LP connects to the telephone system through six RJ-25 connectors (Figure 31) on back plate of the board. Each connector supports three analog loop-start trunks, except the bottom-most connector, which connects only a single trunk. As the part number suggests, the DMV160LP is a member of the DM3 family of Intel Dialogic boards. Unlike the Springware boards (like the D/80SC-4LS or D/120JCT-LS), the DMV160LP provides no usable voice resources to the TeleVantage system. Therefore, a system using this board requires at least one Springware board in the system to provide both voice resources. Also, when the DMV160LP is initially configured in DCM, a firmware file must be specified. The currently recommended firmware file is “@DMV160LP.PCD”, or “@DMV160LP_JP.PCD” (in Japan). The DMV160LPEU is the version of this board approved for use in the European Union. The currently recommended firmware file is “@DMV160LP_EU.PCD”. - 40 - Toshiba Digital Telephone Support and New Features Introduction TeleVantage (Version 4.0 and higher) supports some of Toshiba’s proprietary digital telephone sets. These telephones have a number of important features, some of which are only available using Toshiba stations: • • • • • • • Multiple Line Appearances Up to 20 Programmable Feature Buttons Voice-first Answering Hands-free Answering Multiple, programmable ring tones and distinctive ring Secondary Directory Numbers - allowing limited control of another user’s/station’s calls Out-of-band signaling Toshiba phones are often used when: • • Replacing an existing key system, where the end-user’s current work patterns are already oriented to the “button-per-line” operation of the telephone system. Providing ready access to more complex functions for users who cannot or do not wish to use the ViewPoint client. The main advantage of digital handsets is out-of-band signaling. Unlike traditional analog phones where the user must interrupt the conversation in order to initiate a telephony system function, a digital telephone allows signaling to occur while a call is active. As a Toshiba set uses out-ofband signaling to communicate with the server, TeleVantage does not need to allocate a voice resource to send or receive signals with the station. Supported Toshiba Hardware A typical Toshiba telephone set is shown in Figure 32. The handsets listed in Table 4 can be used with TeleVantage 6.0. Table 4. Supported Toshiba Telephones Model DKT-2001 DKT-2010-S DKT-2010-SD DKT-2020-H DKT-2020-SD DKT-3001 DKT-3010-S DKT-3010-SD DKT-3020-SD Description Single-line phone 10-button multi-line speakerphone 10-button multi-line speakerphone w/ LCD display 20-button multi-line phone w/ handsfree answerback* 10-button multi-line speakerphone w/ LCD display Single-line phone 10-button multi-line speakerphone 10-button multi-line speakerphone w/ LCD display 20-button multi-line speakerphone w/ LCD display Notes: “D” – includes LCD display, “S”- includes speakerphone mode, “H”- includes “handsfree answerback”: built-in speaker and microphone for intercom, page, handsfree, and voice-first modes, no Mic key, no Spkr key on DKT20x0-H telephones. - 41 - Each Toshiba telephone set has an RJ-11 jack which accepts a standard telephone patch cord. This input is not polarity sensitive. (The Toshiba phones will operate properly with reverse polarity.) Figure 32. Toshiba Digital Telephone To use Toshiba telephone sets with TeleVantage, one or more Toshiba CS-DKTU station boards (Figure 33) must be installed in the TeleVantage server. Voice, signaling, and power are supplied to the phones via a single two-wire connection from this board to each telephone. The station board output is wired to an RJ-21X connector (Figure 34) located on the faceplate of the board. Bail lock clips are used for strain relief (so no tools are required to connect an output cable to the board). The cable can routed to a breakout box, patch panel, or punch-down block. Figure 33. Toshiba CS-DKTU Station Board - 42 - Each Toshiba station board supports 16 digital stations. The boards requires a 5V PCI Version 2.0 slot. The boards attach to the TDM bus through a 68-pin CT-bus connector, and support both “H.100” mode and SC-bus compatibility mode operation The station board has a 68-pin card edge connector on the top of the board to accept a standard CT-bus cable. There is no CT-bus ID selector switch. The logical address of the card is assigned by the (Toshiba) driver software. Toshiba boards are assigned station numbers above those of any MSI, DI/SI, DI/0408, or HDSI board. If there are multiple Toshiba boards in the system, station numbers are assigned by PCIslot number of the station board. The station number and CT-bus timeslot assignments are made by the TeleVantage server application software at run-time. Station Connector Power Supply Connector Figure 34. Toshiba CS-DKTU Connectors These boards also supply four (4) conference resources to the system. A maximum of four parties can be conferenced into a single call. The Toshiba station boards require an external power supply for proper operation. The power supply provides +24VDC at a rated maximum output of 2.3A (max) to the board. Power is supplied to the board through a pigtail extending from the faceplate of the card and terminating in a two-conductor low-voltage DC power barrel connector. The stations board, power supply, and cable are sold as a kit or separately. Installation To install one or more Toshiba station boards on an existing TeleVantage server: • • • • • • • • Set TeleVantage server service to Manual. Shut down and power down TeleVantage server machine. Insert Toshiba station board(s) in an available, compatible PCI slot. Connect CT-bus ribbon cable to board(s). Connect output cable to RJ-21X connector on station board. Connect power supply to DIN connector on station board. Connect the power supply to an available power outlet. Boot the TeleVantage server machine. The boards should be recognized by the operating system automatically. The Toshiba drivers are installed as part of the Dialogic Driver Updates at server install time. The board driver runs as a Windows driver. The PC-DKSC boards appear in Device Manager as “CTS: PCDKSC” under System Devices. A Toshiba board uses a PCI shared interrupt (typically IRQ9). - 43 - The Toshiba boards do not communicate with the Intel Dialogic drivers and do not appear in the Dialogic Configuration Manager (DCM). Configuration Toshiba Boards There is no configuration required for the board or drivers. The system resources (IRQ, memory) and CT-bus addresses used by these boards are automatically assigned by the Toshiba drivers. The TeleVantage server software assigns CT-bus timeslots and stations identifiers to the station devices on the Toshiba boards at run-time. However, it is recommended that the Dialogic drivers be forced to SC-bus compatibility mode when using PCDKSC boards. Toshiba Stations Station features and settings can be configured both through the ViewPoint client and the TeleVantage Administrator program. In ViewPoint, the user-accessible settings are found in Tools>Options in the Phone, Phone>Feature Buttons, and Phone>Ring Patterns categories (Figure 35) . In the Administrator program, a similar set of controls are found in the user’s properties in the Phone and Phone>Feature Buttons categories. Figure 35. Toshiba Station Settings in ViewPoint - 44 - Telephone Features The buttons and controls on a typical Toshiba telephone are shown in Figure 36. Figure 36. Toshiba DKT-2020-SD Controls Hot Keypad The keypads on the Toshiba telephones are active even when the telephone is on-hook (receiver in the cradle and the telephone is not in speakerphone mode.) When any digit key on the keypad is pressed, the telephone is placed into speakerphone mode immediately. The telephone passes the digits to the server (out-of-band) as they are dialed, and each digit is displayed on the telephone’s LCD display (if present). Ring Controls A Toshiba telephone supports five different ring tones. A station can be configured to produce different ring tones to distinguish between internal and external calls. The user can also specify if and how the station should ring when a call arrives on one of his assigned secondary directory numbers (SDN, see below) . Table 5 describes the available ring tones. - 45 - Table 5. Ring Patterns Pattern Low Medium High Combined Single Characteristics 500Hz & 640Hz, 1s on, 3s off, repeating 860Hz & 1180Hz, 1s on, 3s off, repeating 1300Hz & 1780 Hz, 1s on, 3s off, repeating 860Hz & 1180 Hz, 0.5s on, 1300Hz & 1780 Hz, 0.5s on, 3s off, repeating 500Hz, 1s on, 3s off, repeating The controls for setting the ring behavior are on the Phone>Ring Patterns of the Tools>Options dialog in ViewPoint. (See Figure 37.) Select the type of ring that you want for internal calls and for external calls. Figure 37. Ring Pattern Controls To test a ring pattern, click the button to the right of the drop-down list. Your phone rings three times in a demonstration of that ring. The first ring cycle might be truncated. Listen for the subsequent rings to hear the full pattern. There are also controls for setting the ring duration and volume. “Ring phone for __ seconds” determines the number of seconds that TeleVantage rings the user’s extension before continuing to the next step in the user’s routing list. This control is found in the Administrator program in the user’s properties, in the Phone category. In the client, the corresponding control is ”Default ring duration”, located on the Phone category in Tools>Options. The “Ring volume” slider bar, under “Station Features”, adjusts the default ring volume for the phone. Pickup Behavior By default, if a call appears on an SDN, the station will ring, but the user must press the SDN button to answer the call. If the “Pickup answers ringing SDN” control is checked, then if a call is ringing on an SDN, that call can be answered by simply taking the station off-hook by picking up the receiver or pressing the Spkr button. This control is located under Phone>Station Features in the ViewPoint and Phone in Administrator program. When a call on a PDN rings, going off-hook always connects the user to the call. - 46 - Voice-first Answering The “Use voice-first answering” control enables voice-first answering. With voice-first answering, internal calls are connected to the user’s speakerphone automatically without the phone ringing or needing to be picked up. All external callers ring the phone normally. This control is located under Phone>Station Features in the ViewPoint and Phone in Administrator program. To use this field, voice-first answering must be enabled at the system level. (See Administering TeleVantage on Page 3-5.) Figure 38. Hands-free Answering Controls Hands-free Answering Toshiba stations with speakerphone capabilities can be put into hands-free mode, just like their analog counterparts. (See Figure 38). For more information, see Administering TeleVantage, Page 7-14. Background Ring for Call Waiting If the user has call waiting enabled (via the “Enable Call Waiting” checkbox in the Phone category of Tools>Options in ViewPoint, Figure 39), then his Toshiba station will ring for incoming calls even if all his PDNs are busy with other calls. - 47 - With call waiting disabled, if all PDNs are busy, then an incoming call does not ring the Toshiba station, but is sent to the next step in the user’s routing list. Figure 39. Enable Call Waiting Control LCD Display & Controls Some of the Toshiba phones (see Table 4) include a 2-line by 16 character LCD display. This display is used by TeleVantage to provide Caller ID number and name and call status information to the user. It also allows TeleVantage to provide some simple function menus. Table 6 summarizes what information is found on the display. Table 6. LCD Display Information Status Active Call Alerting Dialing Hold Idle Line Top Bottom Top Bottom Top Bottom Top Bottom Top Bottom Displayed Information Caller Name or CID Call Duration + Line Number (PDN or SDN) Caller Name or CID Date + Day + Time (Blank) Call Duration HOLD Date + Day + Time Station Idle Message HANDSFREE if in hands-free mode Date + Day + Time The station’s idle message is configured using the “LCD Idle Message” control. This control appears in both the Administrator and ViewPoint client programs. The idle message is displayed whenever the station is idle. It is typically set to the name of the user assigned to the phone (e.g. “Alicia Anderson”) or the location of the phone (“Lobby”). To set the idle message, simply type in the desired text and close the dialog box by clicking OK. The display on the phone is updated immediately. - 48 - Display buttons Beneath the LCD display (on phones equipped with displays) are a row of three buttons, labeled “Mode”, “Page”, and “Scroll”. These buttons are context-sensitive – their function changes with the state of the station or call. The functions these buttons can performed can be divided into two categories: LCD display control and soft-key functions. The display buttons are assigned their LCD display control functions in most circumstances. The operations associated with each button are described in Table 7. Table 7. LCD Display Button Functions Button Mode Page Scroll Function The Mode button performs no function in idle or during an active call. The Page button toggles the first line of the display between the caller’s name and the caller’s telephone number when pressed when an incoming call is ringing or active. The setting is not persistent – a new call always displays the caller’s name When there are multiple calls on the station (active or on hold), the Scroll button scrolls through caller name/CallerID information for each call. The line number (button number of call) is displayed, also. Soft-key Functions When the user initiates a special function, like recording a call, from the Toshiba telephone set, the display buttons are assigned “soft menu” functions which allow the user to control that function. The bottom line of the LCD display changes to indicate which context-specific function (if any) is assigned to each key. In TeleVantage 6.0, there are two functions that use such menus. When the station is in direct transfer mode ( see Primary and Secondary Directory Numbers on Page 53), if the user presses the Cfn/Trn button, the display buttons are used to allow the user to choose between transfer or conference. (See Figure 40.) The Mode button is pressed to choose to transfer the active call and the Page button begins a conference. Beth Brown TRN CONF Mode Page Scroll Figure 40. LCD Display During a Transfer When a user records a call, the display buttons are used to pause or resume the recording. (See Figure 41.) The Mode button is used to pause while recording the call and resume the recording after it has been paused. See Page 58, Record Call. Recording Pause Mode Page Scroll Figure 41. LCD Display During Recording - 49 - Feature Buttons The Toshiba telephones have two types of feature buttons – fixed and flexible. (See Figure 36.) Fixed Function Buttons The fixed function buttons are located just below the keypad. With the exception of the Cnf/Trn button, the operation of these buttons cannot be modified in any way. Cnf/Trn By default, Cnf/Trn places user in the Call Handling menu, with options to transfer (Option 1) or conference (Option 5, if there are multiple calls on hold). This mode of operation can be selected by setting the Cnf/Trn control to “Menu Assisted Transfer”. Optionally, Cnf/Trn can return user to internal dial tone. The user can then start a transfer by dialing an internal extension or access code and external address. The Mode and Page buttons under the LCD display are now used to transfer or conference. TRN appears on the LCD display above the Mode button after dialing. If the user pushes the Mode button while the dialed telephone is ringing, the call is blind transferred to the target. Otherwise a consultation call to the transfer target is created. After the consultation call is answered, CRN also appears, above the Page button, If the user pushes the Mode button after the consultation call is answered, the call is transferred to the target and the Toshiba phone returns to idle (on-hook). If the Page button is pushed while the consultation call is active, the user, the original caller, and the transfer target are conferenced together. This emulates the supervised transfer operation in ViewPoint. Select “Direct Transfer” in the Cnf/Trn button control for this mode of operation.. Hold The Hold button puts the active call on (system) hold. The caller hears hold music (if configured). Unlike flash on an analog phone, Hold places a caller on hold without starting the Call Handling menu. The user hears silence and the PDN button light flashes green. See Primary and Secondary Directory Numbers on Page 53 for a discussion of directed hold. Mic The Mic button toggles the Toshiba handset’s microphone on and off when the phone is off-hook in speakerphone mode. When the microphone is off, the Mic button LED is dark, and the caller hears silence (not music). The Mic button is a local mute. It does not initiate the Mute function available in the ViewPoint client applications. - 50 - Spkr The Spkr button toggles speakerphone mode on or off. In speakerphone mode, audio is routed to the speaker and the microphone is active for audio input. Both the Mic and Spkr LEDs are lit. If the receiver is off-hook, pressing the Spkr button toggles audio input and output between the receiver and speaker/microphone. Msg The Msg button provides direct access to the user’s voice mailbox. When the Msg button is pressed, the user is placed in the Account menu. The system assumes the current user’s extension. The user is asked for a password and can then listen to voicemail or perform any other function provided in the Account menu. If the handset is not already off-hook when the Msg button is depressed, the phone is also put into speakerphone mode. The Msg button does not function when in an active call. The Msg button LED operates as a message waiting indicator. When there is an unheard message in the current user’s voice mailbox, the LED flashes. If there are no unheard messages, the LED is dark. Redial Redial redials the last extension or access code and telephone number or IP address entered through the handset. The system saves the address even if the last call to the address did not complete (ring no answer or failed). Quick commands (*nn) and pound (#) are not saved and cannot be redialed using the Redial button. The Redial button works only from internal dial tone. Vol▲ and Vol▼ The Vol▲ and Vol▼ buttons are used to adjust the volume of the telephone’s audio outputs and ringer. When the phone is on-hook, these buttons adjust the ringer volume. When the phone is off-hook with the receiver out of the cradle, the buttons change the audio volume on receiver. When in speakerphone mode, they change the audio volume on speaker. All these setting persist through an on-hook. - 51 - Flexible Function Buttons A flexible function button on the Toshiba phones can be assigned one of a number of different functions. Figure 42. Feature Button Assignments in the Administrator Program Note: Before the server is started and the Toshiba terminals are initialized, the Administrator program is not aware of the type of phone (single line, 10-button, or 20-button) connected to a particular Toshiba station port. Therefore, only the Cnf/Trn button definition appears in the Phone>Feature Buttons category (Figure 42). - 52 - Available Functions There are fourteen different features that can be assigned to a Toshiba phone flexible button, listed below: Primary Directory Number (PDN) Secondary Directory Number (SDN ) Account Code Call Forwarding Call Menu Do Not Disturb Flash Park/Unpark Phone Page Record Call Release Send to Voicemail Speed Dial (Extension, Phone Number, Direct Dial) Take Call With the exception of SDNs, these functions can be assigned to flexible buttons through both the ViewPoint client and the Administrator program. An SDN can only be assigned to a user’s station button by an administrator, through the Administrator program. The default assignments for a 20-button phone are shown in Figure 43. Button 10 9 8 7 6 5 4 3 2 1 Function Unassigned Do Not Disturb Park/Unpark Send to Voicemail Call Menu Function Unassigned Unassigned PDN PDN Button 20 19 18 17 16 15 14 13 12 11 Figure 43. Default Flexible Button Assignments Primary and Secondary Directory Numbers A primary directory number (PDN) is a line appearance associated with the extension of the current user assigned to the Toshiba telephone. The user of Toshiba station can designate how many PDNs are on his station (using Phone>Feature Buttons). Incoming calls are routed to the lowest number idle PDN button (bottom-to-top). Outbound calls made using the hot keypad or client are routed to the highest number idle PDN (top-to-bottom). The user can press a PDN button to get internal dial tone in order to place an outbound call. A secondary directory number is a line appearance associated with another user’s station. If the administrator has configured an SDN button for one of User B’s PDNs on User A’s phone, a call on User B’s PDN appears on User A’s SDN. - 53 - When User B receives an incoming call on his station, his phone rings and the LED for the PDN of the call flashes green. User A’s corresponding SDN LED simultaneously flashes red, and, if configured to do so, User A’s telephone also rings. If User B answers the call, User A’s SDN LED changes to solid red. User A cannot take the call away from User B. If User B now puts the call on hold, User A’s SDN LED flashes solid red, indicating that the call is on hold. User A can now take the call by pressing his SDN button. His SDN LED changes to solid green, and User B’s PDN LED changes to solid red. This transfer of a call from one user’s PDN to another’s SDN is called directed hold. If User B is away from his phone and does not answer the call, User A can take the call by pressing the SDN button. User A’s SDN LED changes to solid green. User B’s PDN LED changes to solid red, indicating that User A has taken the call. User B cannot take the call away from User A at this time. Directed hold also works from SDN to PDN – if User A now puts the call on hold, User B’s PDN LED flashes red, and User B can take the call by pressing his PDN button. Incoming calls ringing another user’s extension, active calls owned by another user, and calls on hold belonging to another user do not appear in the ViewPoint Call Monitor even if the call appears on your phone on an SDN. (The owner of the call must have shared his Call Monitor to you for you to see and control such calls.) Typically, for each PDN User B has on his station, User A should have a corresponding SDN. (It is the responsibility of the administrator to insure that the number of SDNs and PDNs match. The Administrator program displays a pop-up warning (Figure 44) if the administrator changes the number of SDNs or PDNs assigned to a user in such a way that there is a conflict.) Figure 44. PDN/SDN Mis-match Warning Table 8 summarizes the various states the line appearance buttons assume. Table 8. Line Button LED States Call State Idle Ringing Active On Hold To PDN user To SDN user By PDN user By SDN user PDN Dark Blinking Green Solid Green Solid Red Blinking Green* Blinking Red SDN Dark Blinking Red Solid Red Solid Green Blinking Red Blinking Green* * All-short blink indicates near-end has put the call on hold. Long-short-short blink indicates the far-end caller has placed you on hold. Corresponding SDN/PDN on the other user’s phone shows solid red (active). - 54 - To configure a button as an SDN, select the desired button in the Feature Buttons dialog and choose “Secondary Directory Number” in the Feature list box. Then click on the ” … “symbol to the right of the Parameter field. The Secondary Directory Number dialog box (Figure 45) will appear. Choose the desired user extension in “Select the station to monitor” list. The “Ring this phone when the extension is called” determines if the Toshiba station will ring when an incoming call appears on this SDN. If unchecked, the phone will never ring for a call on the SDN. If checked, the phone will either ring immediately, if “Ring immediately” is selected, or after the delay time specified in the “Ring after _ seconds” control. If the phone is configured to ring for the SDN, then the user can specify which ring tone will be heard by selecting the desired tone in the “Ring pattern” list box. See Ring Controls on Page 45 for a description of the available ring patterns. Figure 45. Secondary Directory Number Dialog Account Code The Account Code function allows you to enter an account code for the active call. Press the account code button and enter the desired account code. Terminate the account code by pressing the Account Code button again. - 55 - When the Account Code button is pressed, “Enter Acct Code:” is shown on the bottom line of the LCD display of the telephone (Figure 46). The account code digits, displayed as each digit is pressed, are then displayed on the top line. 123456 Enter Acct Code: Mode Page Scroll Figure 46. LCD Display During Account Code Entry If the user is configured for a verified account code mode, the account code entered is verified against the list of valid account codes as each digit is pressed. When a digit is pressed that would cause the account code entered to be invalid, “Code Invalid” is displayed on the telephone, prompting the user to re-enter. Since the Account Code button functions only during an active call, it is not possible to “pre-dial” an account code using the programmable button. ( You can still pre-dial an account code using *11+ account code from internal dial tone on the Toshiba phone.) Call Forwarding The Call Forwarding function allows a user to toggle call forwarding on or off by pressing a button on the Toshiba telephone. The target address to which calls are forwarded must be assigned to the button beforehand through either the Administrator or ViewPoint client program. If the user’s calls are not forwarded, pressing the Call Forwarding button will change the user’s default location (“Where I Am” setting) to the pre-configured extension, telephone number, or IP address. The LED next to the button will also be lit. To turn off call forwarding, the active button is press again, and the LED is extinguished. The change in call forwarding status is reflected both in the ViewPoint client and the TUI. If the call forwarding setting is changed via the client or TUI, the change is reflected in the state of the LEDs on the telephone. A user can assign the Call Forwarding function to multiple buttons, each with a different target address, for example. The LED for each button is lit only when calls are being forwarded to the target address associated with the button. For example, if a user has two buttons configured, one to forward calls to his home telephone and another to forward calls to his mobile phone, if he uses ViewPoint to forward calls to his mobile phone, the LED of the first button would be dark and the LED of the second but would be lit. Call Menu The Call Menu button places the active call on hold and presents the Call Handling menu to the user. In the Call Handling menu, the user is given options to transfer, conference, park, disconnect or reconnect to calls. This button can be used whenever there is one or more calls on a PDN, either active or on hold. In particular, it is often used in lieu of the Cfn/Trn button, especially when the station is configured in direct transfer mode. See Cnf/Trn on Page 50 for more information. - 56 - Do Not Disturb The Do Not Disturb function allows the user to change his personal status. Pressing the Do Not Disturb key toggles the user’s personal status between his current personal status and the “Do Not Disturb” personal status. When in “Do Not Disturb”personal status, the LED associated with the Do Not Disturb button is lit. This occurs even if the user changes to “Do Not Disturb” personal status through the client or TUI menus. When in “Do Not Disturb”, pressing the Do Not Disturb button will return the user to his last non-Do Not Disturb personal status. For example, if the user is in “In A Meeting”, pressing the DND button will change personal status to Do Not Disturb. Pressing the DND button a second time will change back to “In A Meeting”. If the user is in Available (Queue Only) and puts himself in Do Not Disturb using the client, TUI menu, or *5x quick command, when he then presses the DND button on the Toshiba phone he is returned to Available (Queue Only) (not Do Not Disturb). Flash Flash sends a trunk flash (equivalent to Flash-8 on an analog phone) on the active call. Park/Unpark From idle or internal dial tone, the Park/Unpark button can be used to unpark a parked call. The system prompts the user to enter the park orbit number of a parked call. If a call is parked on that orbit, the user is connected to the call. (Same effect as *92n.) If there is no call at the specified orbit, the system announces “There is no call at parking number n”. If the Park/Unpark button is pressed during an active call, the call is parked in the next available park orbit. The system announces “The call has been parked at number n” and the LCD display on the phone (if present) displays “Pk Orbit: n” where n is the orbit number the call has been parked on. The phone then returns to internal dial tone on the PDN the call was on. If a call on a Toshiba station line appearance is parked, the LED for that line appearance blinks as if the call has been put on hold. The call can be retrieved (unparked) by pressing the PDN button. However, another user with an SDN for that line appearance cannot unpark the call by pressing the SDN button (like a call on hold). The user can see the call on the SDN, but must use the Park/Unpark button, client, or *92 feature code to unpark the call. Phone Page Toshiba phones support commanded off-hook. The server can send an instruction to the telephone to go into speakerphone mode. This capability is used in voice-first answering and page/intercom. Since signaling is done out-of-band on the Toshiba phones, these phones go off-hook more quickly than their ADSI counterparts. Also, no voice resource is required to page a Toshiba digital telephone, so, potentially, the number of Toshiba telephones that can be paged simultaneous is not limited by the number of shared voice resources available on the server. Phone page button has the same effect as the *15 feature code. The system prompts the user to enter the extension of a user or workgroup to page. If a user’s extension is entered, the result is an intercom connection (two-way audio). If a workgroup extension is entered, the system - 57 - performs a page (one-way audio from dialing user to all telephones in the workgroup). When the page is finished, the Toshiba phones automatically return to the on-hook state. The phone must be on-hook with the receiver in the cradle to participate in a page (target). Record Call The Record function allows the user to start, stop, or pause recording of an active call. The flexible button itself is used to start and stop the recording function. The associated LED is lit during recording. The LED blinks fast when recording is paused. When recording, the Mode button is used to pause or resume during record. (See Figure 47.) Recording Pause Mode Page Scroll Figure 47. LCD Display During Active Recording The recording is automatically paused if call is placed on hold (e.g. using the Hold or Cnf/Trn button). Hitting the Mode button to resume recording automatically reconnects the call. (See Figure 48.) Recording Paused Resume Mode Page Scroll Figure 48. Display with Recording Paused The appropriate changes to client interface occur when the Record or Mode button is used. For example, the record toolbar icon changes to a pause icon. Conversely, the phone’s display and button states change when recording is initiated from the client. Release The Release function disconnects the active call on the current PDN and returns the station to internal dial tone or the call menu. The user gets internal dial tone if the active call is only call on the device (PDN). The Release button returns the phone to the Call Handling menu if there are any other calls on hold on the station. This button can also be used in some TUI menus, where the phone is returned to dial tone. Send to Voicemail The Send to Voicemail (SVM) feature is typically used in conjunction with call screening. Depressing the SVM button sends the call to the voice mailbox of a specified user. The system announces “Enter an extension or press 411 for a name directory”. Simultaneously, the LCD display on the phone show “Enter Extension:”. The user enters the extension of the target voice mailbox. To send call to his own mailbox he must enter his own extension. The system will announce “That extension does not exist” if the extension entered does not exist, otherwise - 58 - “Sending caller to voicemail of <name or extension>” is heard. The phone is then returned to internal dial tone. Speed Dial Speed dial allows the user to assign a internal extension, external number, or arbitrary dial string (such as a feature code) to a button. The server automatically dials that number or string and connects the call to the user’s next available PDN. The target address is specified when the button is configured in Tools>Options under Phone>Feature Buttons (ViewPoint) or in the user’s properties under Phone>Feature Buttons (Administrator program). Figure 49. Speed Dial Dialog A speed dial button can be used from idle (station automatically goes into speakerphone mode), internal dial tone (call is placed using current PDN), during an active call (first available PDN is used, active call placed on hold), and some TUI menus (e.g. phone page, but not logon prompt). To set a particular button for the Speed Dial function, select the button in the Feature Buttons dialog and choose Speed Dial in the Feature drop-down list box. Click the ” …” symbol to the right of the Parameter field for that button. The Speed Dial dialog (Figure 49) will appear, allowing you to specify a target address for the dialing function. Choose Extension to dial an extension and select the desired user/extension in the drop-down list. Choose Phone number to dial an external telephone number or an IP address. Specify the dialing service you wish to use to place the call. Choose Direct Dial to assign an arbitrary sequence of DTMF digits to a button. The server will process this string as if it was dialed from internal dial tone. This can be used to assign a quick command or other command sequences to a button. - 59 - Examples: *14300# Change Calling-as identity to the Call Center queue at x300. *14# Return Calling-as identity back to user *57102# Monitor queue call currently being handled by agent at x102 ##1234# Log on to system using current extension and password “1234” *91103# Answer call ringing Extension 103 Take Call The Take Call function operates similarly to the Take Call function in ViewPoint client. If there is a single ringing call on the Toshiba telephone, pressing a Take Call button automatically takes the phone off-hook and connects the user to that call. (If the telephone is already off-hook and on an active call when an incoming call starts ringing, pressing the Take Call button has no effect, though.) If the user has call screening enabled, when the user picks up an incoming call and is presented the call screening announcement, pressing the Take Call button connects the user to the caller (in the same way as pressing the “1” key does). If the user chooses Option 3 – Send to Voicemail and Screen in the Call Screening TUI menu, and then wishes to retrieve the call from voicemail, he can do so by pressing the Take Call button. New Features for Toshiba Stations Personal Status Strata Buttons A user assigned to a Toshiba station can assign flexible function buttons on his phone to change his personal status. Unlike the DND button implemented in earlier versions of TeleVantage (and still supported in Version 6.0, see Do Not Disturb on Page 57), the Set Personal Status function toggles between Available and the personal status the user assigns to that key. For example, the user might assign a key for the “In A Meeting” personal status. If the user is in Available (Queue only) and then presses the key, his personal status is changed to “In A Meeting”. The LED for that flexible button is then lit. If the user then presses the same key to move out of “In A Meeting”, the LED goes dark, and the user’s new personal status becomes Available (not Available (Queue only). Changes to personal status made using these flexible function buttons are reflected in both the TUI and in ViewPoint. The Extensions view displays the user’s new personal status, as does the personal status field in the ViewPoint status bar. Conversely, changes to personal status made from ViewPoint or from the TUI cause the appropriate flexible button LED to light. For example, when the user is in Available, no LED on his phone is lit. If he changes his personal status to “In A Meeting” using the ViewPoint client, the LED for his “In A Meeting” flexible key lights up. - 60 - Any of the following system-defined personal statuses can be mapped to a flexible key: • • • • • • • Available (Non-queue) Available (Queue only) On Break Do Not Disturb In A Meeting On Vacation Out of the Office Custom personal statuses cannot be mapped to a key. (The Available personal status also cannot be mapped to a key.) This feature is particularly useful for Call Center queue agents who do not use the ViewPoint client. Custom Speed Dials TeleVantage 6.0 allows a flexible button assigned to the Speed Dial function to dial any arbitrary sequence of DTMF digits. This “Direct Dial” function did not exist in previous versions of the product. See Speed Dial on Page 59 for details. Ringing Line Preference for Toshiba phones TeleVantage 6.0 allows the user or an administrator determine if a call ringing an SDN on a Toshiba telephone will be picked up if the user takes the telephone off-hook. See Pickup Behavior on Page 46 for details. - 61 - Server Functions Business Hours Enhancements The business hours settings for TeleVantage 6.0 now allow a greater degree of flexibility when specifying work hours. The interface now: • Allows multiple work hour time ranges per workday. o Disjoint time ranges can specified as a comma-separated list: 10:00am – 5:00 pm, 8:00pm – 11:00pm o Overlapping ranges are allowed: 10:00am – 5:00pm, 3:00pm – 6:00pm • Handles midnight correctly. Time ranges can start or end at midnight: Monday, 12:00am – 6:00am or Wednesday, 8:00pm-12:00am. Figure 50. Night Shift Business Hours For example, in Figure 50, a set of business hours called “Night Shift” have been defined for a group in the organization who start work at 11:00pm on weekdays and leave work at 7:00am the following morning. In previous versions of the product, the day started at 12:00am and ended at 11:59pm, and only a single time range could be configured for each day. A single range still cannot span midnight, for example: 8:00pm – 6:00am - 62 - Hold Audio Input Support A new dialog has been added to allow administrators to manage the list of available music-onhold audio sources. The interface is found under the Audio > Hold Sources category in the Tools > System Settings dialog of the Administrator program. The dialog presents a list of the current audio sources configured on the system, allowing new ones to be added and existing ones to be edited or deleted. Figure 51. Audio Hold Sources List Each audio source has the following fields (Table 9): Table 9. Fields in the Audio Hold Sources List Name Required Type Required Value Required Description Optional A simple string displayed in the drop down lists on other dialogs. The string must be unique in the list A dropdown list of source types. The value is either “Station” or “Audio Input”. A text string identifying the source location. This value is the station number for a station port-based source and a board number for a audio input jack type source. The value must be unique within a particular type. A longer description of the audio source, only displayed in the list and the Add and Edit dialogs. To edit or delete an existing audio source, highlight the desired source in the list and choose either Edit or Delete, respectively. To add an audio source to the list, click on Add…. A dialog box similar to that shown in Figure 53 appears. - 63 - Enter a unique name for this source in the Name field. The name appears as an available hold audio source for auto attendants, Call Center queues, users, and other objects that can be assigned custom hold music. (See Figure 52.) Figure 52. Hold Music Control for an Auto Attendant As in previous versions of TeleVantage, TeleVantage 6.0 supports hold audio sources connected to analog station ports. (Hold audio can also be connected to a Toshiba station board using an external adapter.) Station-based audio sources are assigned a value of “Station” for the Type parameter. (See Figure 53.) When “Station” is selected, the value field holds the station port number to which the audio source is connected. Figure 53. Hold Audio Source Dialog for a Station-based Source In addition, Version 6.0 supports hold audio connections to the audio input jacks on the DI/SIseries station boards and the DI/0408LSA-R2 PBX board. An audio source connected to one of these dedicated audio inputs should be assigned a type of “Audio Input” (Figure 54). Figure 54. Hold Audio Source Dialog for an Audio Input-based Source - 64 - In the Board number field, enter the number of the board with the audio input port. To determine the board number for a particular board, count only your DI/SI and DI0408LSAR2 boards in order of SC-bus or CT-bus ID. For example, if you have a DISI board at ID 4 and a DI0408LSAR2 board at ID 6, you would specify the DI0408LSAR2 board by entering 2. If you are using geographical addressing (multiple boards are assigned to ID 0), the board numbers for those boards are assigned in order of their PCI slots. The controls for selecting music-on-hold (Figure 55) for auto attendants, users, and other objects on the server that support this customization have been changed to a drop-down list showing the names of the existing audio sources. A standard new/edit button (*) has been added next to each list to allow for the addition of a new source or editing of an existing source. Figure 55. Hold Audio Controls for an Auto Attendant As a result of an upgrade, all existing hold audio stations will be converted into audio source called "Station n" where n is the old station number. - 65 - Call Recording Reminder Beeps TeleVantage 6.0 is capable of generating recorder warning tones during calls recorded by the system either automatically or through the actions of a user. All the parties in the call will hear the tone, and the tone will also appear in the call recording. The administrator can configure the system to generate these “reminder beeps” during: • • • Calls recorded by a user (either using ViewPoint, the *16 telephone command, or a Toshiba flexible button), Calls recorded by a Call Center queue (using the agent or queue nth-call recording features), Calls recorded automatically through the system call recording feature, Or any combination of the above. These options appear in the Tools>System Settings dialog in the Administrator program, under Call Recording (Figure 56). Figure 56. Call Recording Reminder Beep Controls The administrator can customize both the characteristics of the tone and the interval between tones. The tone is played from a VOX file. The name of the file containing the tone is specified in the Artisoft\Server\CallRecordingBeepFile setting in the database, accessible through the Advanced Settings Editor (on the Tools menu in the Administrator program). By default, the system assumes the VOX file is located in the \vfiles\user directory on the TeleVantage server. The interval between tones is controlled by the Artisoft\Server\CallRecordingBeepInterval setting, also found in the Advanced Settings Editor. By default, the interval between beeps is 15s. If the beep duration is greater than the beep interval, the server will automatically set the beep interval to be equal to the beep duration plus 1s. The server caches the beep file to a buffer on startup to reduce disk accesses. If the beep file or the beep interval is changed at runtime, the server will stop generating tones immediately, load the new values, and then start generating tones. - 66 - By default, the beep is a 500ms 1400Hz tone. The default VOX file is called StdCallRecordingBeep.vox. A second VOX file, ShortCallRecordingBeep.vox, with a 200ms tone duration is also provided. Whenever any reminder beep control is enabled, the system requires additional resources to support conversion of the VOX file data into a audible tone and mixing of the tone with calls. • Whenever there is at least one call that requires reminder beeps being recorded on the system, the server requires one voice resource to generate the tone. This single voice resource is used for all calls needing reminder beeps system-wide. • For each call being recorded, the server must allocate a conference resource to mix the tone with the call (even for two-party calls). If a conference call is recorded and reminder beeps are enabled for the recording, the maximum number of parties that can be included in the conference is reduced by one. (The recording beep audio stream counts as a party in the call.) Note: When reminder beeps are enabled, there may be a noticeable change in the volume of a two-party call when recording begins and ends. Dialogic Firmware Dump Automation TeleVantage 6.0 is capable of initiating a dump of the firmware running on the Intel® Dialogic telephony boards when a TeleVantage server error occurs or during a TeleVantage server shutdown. When this feature is enabled, if a Dialogic fatal error occurs, the server will stop with Exit Code 100. The watchdog process (tvwatch.exe) that runs on the server, in response to this error code, exits. (When the feature is disabled, the watchdog process restarts the TeleVantage server service when a fatal error occurs.) Upon exiting, the watchdog process calls an external program that generates the firmware dump. The operation of this feature is controlled primarily by registry keys located under the key on the server. The values shown in Table 10 are used to enable and configure this function. HKLM\Software\Artisoft\TeleVantage\Server Table 10. Dialogic Firmware Dump Registry Values Registry Value ExitOnFatalDialogicError Type DWORD ExitCode100 STRING Description Enables firmware dumps 1 - Enabled 0 - Disabled Full path of the external dump management utility Default 0 (Off) (SystemFilesPath)\TvDlgFatalError.exe The only registry value that must be modified to enable this feature is ExitOnFatalDialogicError, which should be created and set to “1”. The value of ExitCode100 is set by the server installer to point to the TvDlgFatalError.exe program in the TeleVantage server base directory. - 67 - Table 11. Additional Registry Values for Dialogic Firmware Dumps Registry Value SystemFilesPath LogPath FatalErrorDumpApplication FatalErrorDumpFile Type STRING STRING STRING STRING FatalErrorDumpPrefix FatalErrorMaxDumps FatalErrorReboot STRING DWORD DWORD Description Directory path to the firmware dump application Directory path for dump files Name of the dump application Name of the file produced by the dump application Filename prefix for firmware dump files Number of dump files to keep on the server Enable reboot of the server machine after dump is complete 1 – Reboot 0 – Do not reboot Default (Set by server installer) (Set by server installer) TestDumpUD.exe TestDump.txt R4FDump 5 1 (Reboot) More control over the processing of the dump files is available through the operation of the registry keys listed in Table 11. SystemFilesPath and LogPath are used by the server and their values are set by the server installer when TeleVantage server is installed on the machine The remaining registry values are optional (assuming the provided TvDlgFatalError.exe program is used) as the utility will assume the default values shown if the registry values are not present. Figure 57. Shut down server Dialog in Administrator The processing of the firmware dump proceeds as follows when using the default values. When TeleVantage server exits with Error Code 100, the watchdog process calls TvDlgFatalError.exe. This program calls another program (TestDumpUD.exe) which actually collects the firmware dump and writes it to a temporary file. TvDlgFatalError.exe renames this temporary file to a file name R4Fdumpn.txt. The program maintains the last m firmware dumps on the server, where m is the value of FatalErrorMaxDumps, which is set to “5” by default. When the number of dump - 68 - files would exceed m, the oldest file is overwritten. After renaming the dump file, TvDlgFatalError.exe checks the value of FatalErrorReboot. If the value is “1”, the server machine is reset. If the value is “0”, the program exits without restarting the machine or TeleVantage server. TvDlgFatalError.exe also generates its own log file, TvDlgFatalError_n.txt. The TestDumpUD.exe program generates log files named R4FDumpn.log. (Do not confuse this with the firmware dump file, R4FDumpn.txt.) These files are found in the TeleVantage Server\Logs directory by default. The Problem Report Wizard utility collects these files, if present, into its output file when run on the server. The same process occurs as the result of an administrative shutdown of the server if the “Capture Intel Dialogic firmware dump” checkbox (Figure 57) is checked. See System Shutdown Enhancements on Page 147 for more information on server shutdown options. Toshiba Station Board Timeslot Allocation In previous versions of TeleVantage server, Toshiba station boards are always assigned station numbers above those of any MSI, DI/SI, or HDSI station board. The timeslots were placed at the end of the SC-bus or CT-bus. (Each board requires 48 timeslots, 16 for stations and 32 for the conference resources on the board.) For example, if a system running in SC-bus mode contained two Toshiba station boards, the boards would be assigned timeslots in the range of 928 to 1023. With multiple Toshiba boards in the system, the board with the lowest PCI ID (PCI slot) is assigned the lowest Toshiba station numbers and timeslots. Toshiba stations are assigned timeslots by TeleVantage at application startup. In TeleVantage 6.0, the TeleVantage server makes a call to a Dialogic driver function that reserves a block of timeslots on the SC-bus or CT-bus. TeleVantage server then assigns these timeslots to the Toshiba board devices. The block of timeslots is no longer arbitrarily placed at the end of the TDM bus. Otherwise, the process and ordering of stations and timeslots is similar to that of TeleVantage 5.0. Drop Loop Current on Idle Station TeleVantage 6.0 can be configured to provide positive far-end disconnect supervision to a thirdparty device attached to an analog station port. By default, when the far-end caller hangs up, the server does not drop loop current to a station involved in the call. If the user at that station does not place the telephone on-hook, TeleVantage plays internal dial tone to the station. - 69 - Figure 58. Phone Settings for a User If the “Drop loop current when idle” checkbox in the Phone category of the user’s properties (Figure 58) is checked, the TeleVantage server interrupts loop current to the station for a specified period of time. This time period is specified in the “Drop loop current for _ milliseconds” control, also located on the Phone page. When the far-end caller ends the call, the station goes to the “Pre-idle” state (as shown in Device Monitor) while the loop current to the station is interrupted. This feature is designed to facilitate the integration of third-party hardware connecting to TeleVantage through analog station ports, such as voice mail systems, fax servers, public address systems, and door-strikers. Many of these devices expect to see loop current interrupted as a signal that the call is over. This feature may also be useful when connecting a TeleVantage system behind another TeleVantage system (as the Dialogic analog trunk boards also expect positive disconnect supervision). For shared stations, if any user assigned to a station has this feature enabled, all calls to the station are affected. The control is not available for users assigned to Toshiba station ports or external stations. - 70 - Monitor, Coach, and Join Non-queue Calls The monitor, coach and join features available for Call Center queue calls have been extended to any call on the system. A user with the appropriate permissions can supervise (monitor, coach, or join) the personal call of another user even if neither user is an agent in a Call Center queue. There are three sets of controls that determine if a user can supervise the personal calls of another user. 1. A set of controls for the user being supervised that determine if another user can supervise the user’s calls, 2. A set of controls on Tools>System Settings>Security page that establishes system-wide defaults for the controls described above, and, 3. A set of user permissions for the supervising user that determine if the user can supervise another user’s calls. The first set of controls (Figure 59) is located in the properties of the user whose calls will be supervised. These controls determine if another user can supervise this user’s personal calls. The “Personal calls can be monitored” control determines if another user can monitor this user’s personal calls. Possible values are “Yes”, “No”, and “System default”. When set to “No”, this user’s personal calls cannot be monitored by any user. If set to “Yes”, then another user, with the appropriate permissions (see below), can monitor this user’s personal calls. If the value of this control is “System default”, the value of the system-wide “Personal calls can be monitored control” (see below) is used as the value for this user’s “Personal calls can be monitored” setting. The “Personal calls can be coached” setting determines if another user can coach this user’s personal calls. If it has a value of “No”, this user’s personal calls cannot be coached by any user. If set to “Yes”, then another user, with the appropriate permissions, can monitor this user’s personal calls. This control can also be set to “System default”, in which case it inherits the value of the system-wide “Personal calls can be coached” setting. The “Personal calls can be joined” control determines if another user can join this user’s personal calls. If it has a value of “No”, this user’s personal calls cannot be coached by any user. If set to “Yes”, then another user, with the appropriate permissions, can monitor this user’s personal calls. This control can also be set to “System default”. (These setting do not affect an agent’s ability to supervise Call Center queue calls. Permission to supervise Center queue calls are controlled by the settings of the queue.) - 71 - Figure 59. Personal Call Supervision Controls for a User If the call involves multiple users, the call can be monitored if any one of the users allows his calls to be monitored. By default, external parties can be monitored. For join, a personal call can only be joined if all parties in the call have a value of “Yes” (either explicitly assigned or inherited from the system default) for “Personal calls can be joined”. For coach, any party in the call for which “Personal calls can be coached” resolves to the value “Yes” can be coached. A party in the call that does not allow coaching cannot be coached. External parties can be coached by default. All three controls for a user can be set to “System default”. The value of the system default for each control is configured in Tools>System Settings in the Security category (Figure 60). The three system defaults can be set to either “No” or “Yes”, as desired. - 72 - Figure 60. Personal Call Supervision Controls - System Defaults The third set of controls (Figure 61) are used to determine if a user can act as a supervisor and monitor, coach, or join another user’s calls. Three new permissions appear in the Standard group of user permissions, now found on the Security>Permissions page in Tools>Systems Settings dialog: • • • Allow monitoring user calls Allow coaching user calls Allow joining user calls Each of these permissions can have a value of either “Allow”, “Disallow”, or “Use roles”, as with any other TeleVantage user permission. The telephone commands *57, *58, and *59 can be used to initiate monitor, coach, and join operations (respectively) for personal calls. The extension of the user whose call is to be supervised is entered after the feature code and followed by the pound key. By default, a supervisor (a user that is monitoring or coaching a call) is disconnected if the call being supervised is transferred or parked and unparked by third party. This behavior can be modified using the Server\DropMonitorsAfterTransferComplete parameter found in the Advanced Settings Editor. The default value for this parameter is “1”. When set to “0”, a supervisor remains with the until the call ends or a third party prohibiting supervision becomes a party to the call. Note that a supervisor is always disconnected if the supervised user leaves the call, or if a user who prohibits supervision enters the call. - 73 - Figure 61. Personal Call Supervision Permissions Null Stations There are several situations where a “dummy” station may be required. In particular, a Client API application that performs call handling functions (such as parking or conferencing calls) may be installed on the server. (An example of this is the TeleVantage Conference Manager.) In such cases, a non-zero station number is required because the station alerting and call control code is implemented in the station manager component of TeleVantage server. In previous versions of TeleVantage, a “dummy” station required a physical station (or at least a station port). TeleVantage 6.0 introduces the concept of a null station. A null station has a fixed (run-time settable) hook state, and neither receives nor generates audio. Otherwise, from the point of view of the server and client programs, it is indistinguishable from any other terminal type. Null stations are an extension of external stations. (See External Stations on Page 75). To configure a null terminal, first configure an external station in Tools>System Settings in the General category. Then create a utility user to associate an extension with the external station. Assign the external station number to utility user. In the Phone category of the utility user’s properties, set the Destination field to a value of “None”. - 74 - The “Hook state:” control determines the fixed hook state of the null station mentioned above. If this control is set to “On-hook” , the station appears to be always on-hook. Incoming calls will ring the station as if it was an idle telephone handset. If the control is set to “Off-hook”, the null station appears to always be off-hook. This is useful when combined with hands-free mode, as the null station will always answer every call. In the example mentioned above, a Client API application might use the extension and password of the utility user to create a session on the server, and would then be allowed to perform call control operations on calls directed to the utility user’s extension and null station. External Stations TeleVantage 6.0 introduces external stations, which allow the use of IP and PSTN telephones with TeleVantage as if they were stations. This provides better support for remote and local users using IP telephones. Ordinarily, a user connecting to TeleVantage through a trunk encounters a number of limitations. In particular, such a user is not able to use the ViewPoint client to control or initiate calls to his external telephone. The station alerting and call control code is implemented in the station manager component of TeleVantage server, and so many call control operations require the call to be routed to a physical station port within the TeleVantage server. An "external station" is a device that is connected to TeleVantage via an external network, such as the Internet or the PSTN, but behaves as a station. The call from the external device is routed over a trunk, the TeleVantage server associates this trunk call with a station ID, and the station manager can then perform the same type of operations on the call that it can on calls to physical station ports. - 75 - External stations can be statically-assigned by an administrator, or created dynamically. A dynamically-create external station can be created by a user as part of the ViewPoint logon process, or by the server, when an incoming call is routed to an external number. Dynamic external stations do not count against the number of statically-configured stations. Statically-assigned External Stations Configuring statically-assigned external stations is done in two steps: • • Specify the total number of external stations to add to the system. Assign external station IDs to users and configure the stations’ properties. In the “Tools > System Settings” dialog in the Administrator program, the “Number of external stations” setting, found in the “Server” category (Figure 62), is used to specify the number of statically-assigned external stations on the server. Enter the desired number of external stations. Figure 62. Server Category of the System Settings Dialog A range of station ID’s are then assigned to these external stations when the TeleVantage server is started. Statically-assigned external station IDs begin where the physical station IDs end. For example, if the TeleVantage server includes an DI/SI16-R2 board, with 16 station ports, and a Toshiba station board, also with 16 stations, and the “Number of external stations” setting has a value of “4”, then the external stations will have station IDs from 33 to 36, inclusive. (See Figure 63.) - 76 - Figure 63. External Station IDs in Device Monitor Once the external station IDs are established on the server, they can be assigned to users, by entering the external station ID into the “Station ID” field in the user’s properties. (See Figure 64.) Figure 64. Station ID Setting for a User If you assign the station ID of an external station to a user in this way, the Administrator program then allow you to enter the type and external address of the external telephone, and configure other options for the external station. These settings are found under the “Phone” category in the user’s properties (Figure 65). - 77 - Figure 65. External Station Settings for an External Number The Destination field is used to set the external station’s device type. The possible values are: • • • • • External Number Generic H.323 Device Intel PBX-IP Media Gateway Uniden IP Phone None Use “External number” when the user’s calls shall be routed to a telephone number on the PSTN. Select the dialing service the server should use to allocate a trunk on which to route connections to the terminal in the “Call using” list box. Specify the telephone number the server should dial on the trunk to connect to the external device in the “Number” field. TeleVantage recognizes the DTMF sequence “** “ (two asterisks) on a trunk as a flash signal. In order to detect DTMF signaling on a trunk, TeleVantage must have a voice resource monitoring the audio on the trunk. If the “Interpret ** as flash” checkbox is checked, the server will allocate a voice resource for any call originating from or routed to this external station. This uses a voice resource from the shared pool for the duration of the call. A change to the state of this control takes effect the next time the station connects to the server. A user may find that when he hangs up his external station and then immediately places a new call using ViewPoint, their phone does not ring to connect them to the call. In some cases, there is a delay between the time the external station goes on-hook and the time the telephone network signals the disconnect to the TeleVantage-end of the call, so the server sees the external station as still off-hook. When “Disconnect when idle” is checked, the TeleVantage server disconnects the trunk immediately whenever it detects either side of the call hang up.. - 78 - Figure 66. External Station Settings for an IP Terminal For IP phones or terminals, use the “Generic H.323 Device” choice, unless, of course, the user has a Uniden IP300 IP handset or is attached to an Intel PBX-IP Medial gateway. These two devices have features for which TeleVantage 6.0 has special support. The Hold button function is supported on the Uniden IP300 and Intel PBX-IP Media Gateway phones. However, after placing a call on hold using the button on the phone, the user cannot take it using ViewPoint, but must rather do so using the telephone’s button. The message waiting indicator on these two types of devices are also supported. For IP telephones with multiple line appearances, only one line appearance can be associated with an external station at a time. For example, if a user places a call on hold using the Hold button on a Uniden IP300, and then presses another line appearance button, TeleVantage treats the call from the second line appearance as a trunk call, not as an external station call. Automatic update of External Station Address for an IP Telephone TeleVantage 6.0 can be configured to automatically update the IP address assigned to an external station when the station is used to connect to the TeleVantage server. For this to occur, the IP telephone must be capable of storing and sending the log on information for the user to the server when the station goes off-hook. If the IP address of the terminal logging on to the server does not match the IP address for the external station, the server can automatically update the IP address stored for the external station to the IP address of the currently logged-on terminal. To enable this feature, check the “Automatically change address to location of last logon” checkbox shown in Figure 66. - 79 - Null Stations A utility user might be assigned a value of “None” in the Destination field for an external station. This allows the administrator to create a “null station” that has a fixed hook-state. See Null Stations on Page 74 for a more detailed discussion of null stations. Dynamically-created External Stations External stations can be used by roaming users who are not assigned to one of the pre-defined external station numbers. During ViewPoint logon a user can specify their location as a remote number. Specifying a remote number when logging into ViewPoint allows the user to initiate and control outbound calls (from the user’s remote phone) with ViewPoint using that remote phone, just as for a statically-assigned external station. However, without additional configuration, calls to the user routed to the external telephone (through call forwarding or the actions of a routing list) are still handled by TeleVantage as external trunk calls, and the user has no control of the call within ViewPoint. The user can configure TeleVantage to dynamically create an external station for the call when it routes it to the external address. This option is located under the “Phone” category of the Tools>Options dialog in ViewPoint. When this option is enabled, TeleVantage creates an external station for each remote number in the user’s routing list. If the user is currently logged on to the client application at one of those numbers, the incoming call can be manipulated in ViewPoint. Just as statically-assigned external station have station ID, so do these dynamically-created external station. The server assigns station IDs greater than “16386” to these external stations. (These temporary station IDs might appear in the server logs or workstation applications.) Delayed Connection When TeleVantage uses analog or robbed-bitT1 trunk to ring an external station, it uses combination of timers and call progress analysis to determine the state of the connection. After call is placed over analog or robbed-bit T1 trunk to an external station, TeleVantage performs call progress analysis and, if the analysis does not result in a certain connect or failure within a certain time, a connect is assumed. This prevents situations in which the called party answers a call but the call is not connected end-to-end because the server is still waiting on the call progress analysis. This behavior has the following implication when the external station is being alerted from within a routing list. If the user does not have call screening enabled, the caller and called party are connected after expiration of the timeout mentioned earlier. The caller will hear an alert tone, and is able to interrupt the call and go to the next node in the routing list by pressing “#” key. This will be useful in the scenario where the external station does not answer, or if an answering machine or external voicemail system answers the call. Further, when using ViewPoint to play or record audio (such as a voice message), there may be a slight delay before the operation begins, as the server must wait until either the call progress analysis completes or the timeout expires before starting the playback or recording. - 80 - Associating a Call with an External Station There are three ways incoming trunk calls are associated with external stations. For IP stations, there are two different methods of association. If the IP terminal supports private line automatic ring-down (PLAR), the device can be configured to send the extension and password of the user to TeleVantage when the phone goes off-hook. If TeleVantage receives a connection from an IP telephone with these credentials, and the user for that extension is assigned to an external station, the server associates that connection with the external station. If the IP telephone does not support PLAR, or is not configured to send the PLAR logon string, TeleVantage checks the IP address of the inbound call. If it matches an IP address of one of the external stations defined on the server, it will automatically associate the call with the external station and play internal dial tone to the caller. The second way to associate a trunk call with an external station is to use the *17 feature code. The user call into the server, navigates to a logon prompt, and logs on to the TeleVantage server as a user assigned to a statically-assigned external station. Then navigate to internal dial tone (typically by pressing “#”) and enter “*17”. The call is then associated with that user’s external station. The association between a trunk call and an external station ends when the trunk call disconnects. The association is identified in the Status field of the Device Monitor. (See Figure 67.) Figure 67. Device Monitor with External Station-Trunk Association Note that at most one trunk call can be associated with an external station at the same time. This limitation may appear in complex situations where multiple calls are active. For example, if there is a currently ringing call to an external station, and simultaneously the user attempts to associate a trunk call with that same station using the *17 feature code, the association will fail. - 81 - Call Log Entries Calls that involve external stations appear in the call logs as internal calls with corresponding station IDs. Ring Cadences The ring cadences on external terminals are not controlled by TeleVantage. Even if an external terminal has the ability to set specific ring cadences, this will be out of control of TeleVantage. This means, for example, that the ring cadence for incoming calls will be the same as the ring cadence for hold recall. Call Waiting on External Stations A user that has call waiting enabled for his extension will hear the call waiting alert tone when his external station is in use and another call attempting to connect to his external telephone. Sometimes it is desirable to modify the properties call waiting tone played. As with the call waiting tones for local station ports, the call waiting tone for external stations is defined in the Windows registry, under the following key: [HKEY_LOCAL_MACHINE\SOFTWARE\Artisoft\TeleVantage\Server\EXTBoard1\ZipTone] "Frequency"="1250" "Amplitude"="-23" "Duration"="50" Where: • • • “Frequency” is the frequency of the tone in Hz. “Amplitude” is the amplitude of the tone in db “Duration” is in 10ms units, so that “50” corresponds to 500ms Upgrading Existing IP Telephone Users to External Stations TeleVantage 6.0 provides a special feature to facilitate the conversion of users with IP telephones to statically-assigned external stations. This feature accessed through the “Upgrade Remote Phones” menu choice on the Tools menu in the Administrator program. - 82 - Figure 68. Upgrade Remote Phones Item in the Tools Menu In previous versions of TeleVantage, an IP telephone user was typically assigned a station ID of “0”, indicating the user was not using a local station port on the server. The “Upgrade Remote Phones” feature (Figure 68) identifies all the users on the system with both a station ID of “0” and with the “Using a VoIP phone” control checked. In the “Upgrade Remote Phones“ dialog box (Figure 69), the names of all such users appear. Next to each name is an action drop-down list box. The administrator can assign an external station to the user by choosing from the available external station IDs in the list box. The change takes effect when the dialog box is dismissed by hitting the OK button. When a remote phone is “upgraded” in this fashion, the user’s station ID is changed from “0” to the one specified for the user, and the user’s call forwarding is turned off. Figure 69. Upgrade Remote Phones Dialog - 83 - Reserve Station Licenses for IVR Plug-ins Through the Administrator program, a specific number of station licenses can be reserved for use by IVR plug-ins. The desired number of reserved licenses can be specified through the “Reserve _ station licenses for calls involving IVR Plug-ins” control. This control is located in Tools>Systems Settings, on the Licenses>Reserved page (Figure 70). The default value for this control is “0” (zero). If a non-zero value is entered, the number of stations available for assignment to users becomes the total number of station licenses on the system minus this number. Figure 70. Licenses > Reserved Category in System Settings Dialog The maximum value that can be assigned to “Reserve _ station licenses for calls involving IVR Plug-ins” is equal to the total number of station licenses on the server minus the number of unique station IDs currently assigned to users on the system. If an attempt is made to assign a larger number to this setting, the Administrator issues a warning “This would exceed your licensed number of stations. You are currently licensed for n stations and m are already in use.” For example, if this setting is set to 10 on a system with 15 station licenses and 5 stations are already assigned to users on the system, then when the administrator attempts to assign an unassigned station ID to a user, the Administrator program issues the error '“This would exceed your licensed number of stations. You are currently licenses for 15 stations of which 5 are in use and 38 are reserved.” - 84 - Customizable Locations for Database Files Both the TeleVantage Administrator program and the server installer allow the user to specify the locations of the TeleVantage database files. The location of the database file (TVDBDEV_5.DAT), the transaction log file (TVLOGDEV_5.DAT), and the database backup file (TVDB.DMP) can each be specified through the controls under the Storage > Special Directories category of the Administrator program’s Tools > System Settings dialog (Figure 71). Figure 71. Special Directories Category of the System Settings Dialog The current directory in which the database, transaction log, and backup file resides is shown in the corresponding text box. To move any of these files, select the “Move…” button adjacent to the file path to be altered. The interface allows the files to be moved to any local partition. The TeleVantage server must be shut down to move database or transaction log file locations. For new installs of TeleVantage 6.0, the location of the database, transaction log, and backup file can be specified as part of the installation process. See Installing TeleVantage, Page 11-3. Voice Message Archiving TeleVantage Version 6.0 adds facilities to archive voicemail messages and call recordings for one or multiple users, and manage these archives. Automatic Archiving Administrators can configure the server to transfer voicemail messages and call recordings from one or more users’ mailboxes to an archive. The settings for archiving are found in the Tools>System Settings dialog of the Administrator program, in the Recordings>Archive - 85 - category (Figure 72) . When the “Archive recordings daily” checkbox is checked, messages and recordings are moved from the database and voice files directory to the archive each day. Figure 72. Recording Archive Controls in the System Settings Dialog The archive feature moves a recording to the archive after it has been on the system for a specified number of days. The number of days a recording remains on the server is set using the “Archive voice mail older than _ days” control. When recordings are moved to the archive, the administrator can choose to leave them in their native VOX format or have the server convert them to the more space-efficient WAV format. Choose between these two options by setting the “Archive audio format” control to either “VOX” or “WAV”. The “Archive location” field displays the location to which the archived files are moved. To change the location, click on one of the icons next to the control’s text box. Use the left icon to select a folder on the server. Use the right icon to select a location on the network Note the service account for the MSSQL Server Service on the TeleVantage Server must have sufficient permissions to access the specified location. Changes require both the TeleVantage Server and MSSQL Server services to be restarted to take effect. The default location for the archive is the \Voice Mail Archive share created on the server machine by the server installer. The default file path for this share is \Program Files\TeleVantage Server\Voice Mail Archive. The “Archive the following mailboxes” list shows the users whose voice mailboxes will be automatically archived. To add or remove a user, click “Change”. The “Select Mailboxes To Archive” dialog box (Figure 73) is displayed. - 86 - Figure 73. Select Mailboxes To Archive Dialog Users in the “Selected mailboxes” list will have their mailbox recordings automatically archived. Use the Add and Remove buttons to modify the list. Click OK to return to the Archive category page. To change which of a user’s mailboxes are archived, click the value in the Folders column (Figure 72) for that user. From the drop-down list select one of the following: • “Inbox only” - Only messages in the user’s Inbox are archived. • “All folders except Deleted” - All the user’s messages are archived except for those in the Deleted folder, including custom folders. Manual Archiving To perform an ad-hoc archive operation on a single user’s mailbox recordings, right-click on the user in the Administrator program’s Users view (Figure 74) and select “Archive Voice Mail…”. - 87 - Figure 74. Archive Voice Mail Shortcut Menu Choice The Archive Voice Mail dialog box (Figure 75) appears, allowing the administrator to specify the folders to archive, and the recording age, and audio format to use in the archive operation. The “Options…“ button displays the Tools > System Settings > Recordings > Archive category. Figure 75. Archive Voice Mailbox Dialog The recordings are sent to the path specified in “Archive location” discussed earlier. The archive itself is a directory containing an top-level index file (Index.xml) and one or more subfolders, one for each mailbox in the archive. The index file is simply a list of mailbox names and corresponding subfolder names. Each subfolder contains the recording files a single mailbox and an archive index file (Archive.xml), which contains the details of each recording. TeleVantage Recording Browser The TeleVantage Recording Browser program (Figure 76) allows a user or administrator to view a list of recordings contained in an archive and play them. The program is installed TeleVantage - 88 - Workstation Setup program. (This is the same program used to install ViewPoint on a workstation.) See Installing TeleVantage, Page 13-4 for more details. The program can be started by choosing the “TeleVantage Archived Recording Browser” shortcut in the “Artisoft TeleVantage” program group of the Windows Start menu. Figure 76. TeleVantage Recording Browser The browser opens to the last archive opened. To open an archive, choose “View another archive …“ in the File menu, navigate to the location of the archive directory on the network, select it, and choose OK. The “Archived mailboxes” list shows all the mailboxes contained in the archive. Click on a mailbox to display the recordings contained in that mailbox’s archive. The “Recordings” list enumerates all the voicemail messages, call recordings, or greetings in the selected mailbox’s archive, along with details. To play a recording, select the recording and click on the Play button. Double-clicking a recording will also start playback. The program uses the local machine’s sound card and speakers for playback. (The Recording Browser has no option to play audio over a TeleVantage-attached station.) The Stop, Rewind, Forward, and Pause buttons, and slider bar controls for audio operate in the same manner as those found in the ViewPoint client. To display the details of a particular recording, choose “Open Call Details … “, which displays the Call Details dialog (Figure 77) for that recording. The “Restore Recording” menu item will remove the selected recording from the archive and restore it to the user’s TeleVantage mailbox. Both options are found in the Tools menu, or on the shortcut menu, displayed by right-clicking on the recording. - 89 - Figure 77. Call Details Dialog A recording can be deleted from the archive (without restoring it to the user’s mailbox, by highlighting the recording and choosing “Delete” on the Edit menu. Dial a Voice Mailbox Directly TeleVantage 6.0 can be configured to allow callers to dial a voice mailbox directly without ringing the owning extension. The caller can enter the mailbox owner’s extension followed by “*” at internal dial tone or at an auto attendant. The server immediately transfers the caller to that extension’s voice mailbox without invoking any routing list actions (for a user) or queuing the call (for Call Center queues). If the user or queue has no mailbox or the mailbox is full, an error message is played to the caller. Otherwise, the caller hears the user’s or queue’s default mailbox greeting. To enable this feature, check the ”Allow callers to directly leave a voice mail” control in the Administrator program, found in the Tools > System Setting dialog under the Server category. (See Figure 78.) Enabling this feature cause an additional (3 second) delay in the inter-digit timeout for dialing extensions, as the server now must wait for a possible “*” character following any extension dialed. - 90 - Figure 78. Server Category in System Settings Default Flash Behavior In previous versions of TeleVantage, when a user performs a flash while in an active call, the server played the Call Handling menu: “To transfer, press 1. To send to voicemail, press 2….”. In TeleVantage 6.0, this is still the default behavior. However, the administrator can reconfigure the server to return the user to internal dial tone instead of playing this menu. The “Default flash behavior while in a call” control in Tools > System Settings, under the Server category (Figure 78), can be set to either “Menu assisted transfer” or “Direct transfer”. When “Menu assisted transfer” is selected, the server responds to flash in a call with the Call Handling menu. When “Direct transfer” is selected, the server returns the user to internal dial tone. This is a system-wide default for all users. With the direct transfer option: • A flash on an analog station brings the user to “direct transfer” dial tone. • If the user flashes again, he is reconnected to the call on hold. If the station goes onhook after the first flash (at “direct transfer dial tone”), the caller is put on hold. • If the station is on-hook and the user has a call on hold, he can go off-hook and flash. The server plays the Call Handling menu, allowing the call to be reconnected. Trunk-based calls (such as to external stations) are always presented the Call Handling menu, regardless of any system-wide or per-user setting for direct transfer. - 91 - An administrator can customize the flash behavior for a individual user. The behavior for a particular user is set on the Phone category of the user’s properties in the Administrator program (Figure 79), using the “Flash behavior while in a call” control. The possible values for this control are “System default”, “Menu assisted transfer” and “Direct transfer”. If the control is set to “System default”, the user’s flash behavior is controlled by the system-wide setting discussed earlier. If it is set to either of the other values, the system-wide default is ignored. Figure 79. Flash Behavior Controls for a User Park/Hold Ring Back Behavior The ‘Park/Hold ring back” setting controls what happens when a user answers an automatic ring back resulting from a call left parked or on hold beyond the ring back timeout. This control is located in the “Tools > System Settings” dialog in the Administrator program, under the Phone category (Figure 78). It can have two possible values: “Announce” and “Direct connect”. Choose Announce to have TeleVantage announce the caller. Choose Direct connect to have the user connected immediately with the caller. MSDE SA Password When installing or upgrading TeleVantage server, the Installer prompts the administrator for a new SA password or database engine if the existing password is blank or set to the Artisoftdefault secure password (set by the TeleVantage 5.0 installer). The new password cannot be blank. - 92 - SMTP Support for Email Notifications Figure 80. E-mail Notification Settings in Tools > System Settings TeleVantage 6.0 includes built-in support for sending email notifications using the Simple Mail Transport Protocol (SMTP). In previous version of TeleVantage, a server must have Microsoft’s MAPI subsystem installed and configured for email notification to be enabled. Email notification messages were sent using these MAPI services. In TeleVantage 6.0, an administrator can choose between using MAPI or the new SMTP implementation by setting the appropriate value for the “Send email notification using” control, found in the Administrator program, in the Tools > Server Settings dialog (Figure 80), on the Email Notifications page. The possible values for this The default value is MAPI. Changes in this control requires a restart of the TeleVantage server to take effect. Choose MAPI for the legacy behavior. TeleVantage uses the transport services defined in the default MAPI profile of the interactive user logged on to the TeleVantage server console. For upgrades, if the server is already configured for email notification and/or synchronization and this approach is working, selecting MAPI allows your server to continue to operate in this manner – no additional configuration is required. Choose SMTP to configure TeleVantage to communicate directly with an email server using SMTP. TeleVantage connects to the email server specified in the SMTP server field, on the TCP port specified in the Port field. Sender name and Sender address are the name and email address sent as the From: field information in the notification email. If the email server requires clients to authenticate in order to relay, check SMTP server requires authentication. Enter the username and password required to authenticate on the relay server. - 93 - Trunk Configuration Delayed Answer In TeleVantage 5.0 and previous versions, the server always “answered” an incoming call immediately after it appeared on the trunk. In TeleVantage 6.0, the administrator can enable “delayed answer” on some or all trunks. When “delayed answer” is enabled, TeleVantage will not answer an inbound network call until one of the following happens: • • • • The call is routed to a station, and the station answers the call. (If caller announcement is on, the recipient of the call must “1” to accept the call.) The call is routed to an external number (e.g, via call forwarding, or RL node) and the external destination answers the call. (If caller announcement is on, until recipient of the call presses “1” to accept the call) TeleVantage plays a prompt to the trunk caller, such as a auto attendant welcome greeting or a voice mailbox greeting. TeleVantage plays dial tone to the trunk caller, such as in the case for an IP telephone user assigned to an external station. If none of the above happens before TeleVantage disconnects the inbound network call, for example, as the result of a “Hangup” action in a user routing list or Call Center queue redirection, the call will be disconnected and the network is sent a specific disconnect reason. The value of this reason is determined by the last connection target within TeleVantage: a station, an external number, or Call Center queue, as follows:. • • • If the last connection target was a station: o If the station has not answered, or the user declined the call, TeleVantage will disconnect the network call. On networks that support it, the server also sends the reason “normal clearing”. (RELEASE COMPLETE, Disconnect Cause 16) o If the station is busy (for example, in another call with call waiting disabled), TeleVantage will disconnect the network call with the reason “busy”. If the last connection target has was external number: o If connection timeout expired, TeleVantage will disconnect the inbound network call with the reason “normal clearing”. o If connection to the external number failed due to some specific reason caused the external network, TeleVantage will propagate that reason when disconnecting the inbound network call. For example, if connection to the external number failed due to destination number being “busy”, TeleVantage will disconnect the inbound network call with the reason “busy”. If the last connection target was a Call Center queue: o If the queue is closed, TeleVantage will disconnect the network call with the reason “rejected”. o If the queue is too busy, TeleVantage will disconnect the network call with the reason “busy”. o If the call has exceeded maximum wait time for the queue, TeleVantage will disconnect the network call with the reason “busy”. On analog, TeleVantage delays closing the loop until the station, queue, or external target picks up. The far-end caller hears ring generated by the far-end switch until TeleVantage answers the call by closing the loop. - 94 - On ISDN networks, a delayed answer means TeleVantage does not send a CONNECT message until the call is considered answered. If the call is not answered, TeleVantage disconnects the call by sending a RELEASE COMPLETE with the appropriate disconnect cause code, given parenthetically above. The TeleVantage server will send ALERTING messages while ringing a station, queue, or external destination. Figure 81. Delayed Answer Controls for a T1 ISDN Span The behavior is enabled using the “Connect inbound calls” controls in the Administrator program. The controls for ISDN, robbed-bit T1, E1 CAS, and IP trunks are located on the General tab of the properties of each span. (See Figure 81.) The control for analog trunk delayed answer is located under Tools>System Settings>Analog Trunks. This single setting controls the behavior of all analog trunks. The “Connect inbound calls” control has two possible values: • • Immediately when received When answered or handled A setting of “Immediately when received” means the trunk will answer the call when it arrives. Choosing “When answered or handled” means the trunk will delay answer to the network as describe earlier. After an upgrade, analog and robbed-bit T1 trunks are set to “immediately when received”, and all other trunk types default to “When answered or handled”. - 95 - ISDN Setting Changes TeleVantage 6.0 has eliminated many of the settings that appeared in the Tuning tab of ISDN spans, and added a number of new settings. The layout and operation of the Tuning tab controls (Figure 82) has not changed significantly. Figure 82. Tuning Tab for an ISDN T1 Span T The following settings now appear in the Tuning tab: Alternate Called Number plan This setting is the numbering plan used for numbers that begin with Alternate Called Number prefix. The default value is “ISDN”. Alternate Called Number Prefix If a called number begins with this prefix, the number will be dialed without the prefix and with the Alternate Called Number plan and Alternate Called Number type instead of the default plan and type. The default value is blank. - 96 - Alternate Called Number type This setting is the number type used for numbers that begin with Alternate Called Number prefix. The default value is “International”. Set in service on startup This setting determines the signaling sent by TeleVantage server to the network when the server starts and shuts down. If set to “Yes”, TeleVantage places the trunks in this span in service during server startup and take them out of service during shutdown. If this setting is set to “No”, the server does not perform these operations. Setting the value of this setting to “No” can decreases the time required to start up the server when connecting to some types of ISDN lines that do not respond to the in-service signaling. The default value is “Yes”. Called Party Number Default Plan This setting is the Q.931-defined Called Number Plan passed to the network in the SETUP message. The default value is “ISDN”. Called Party Number Default Type This setting is the Q.931-defined Called Number Type passed to the network in the SETUP message. The default value is “National”. DNIS wait time The DNIS wait time is a numeric value specifying the maximum amount of time to wait for the FACILITY message carrying the DNIS information to arrive after receiving a SETUP message for a call. This setting is ignored unless “Overlapped DNIS” is set to “Yes”. The value is in milliseconds and the default is “2000”. Dump call info Dump call info enables logging of raw call-event information elements from E1 and T1 trunks (ISDN PRI, robbed-bit, E1 CAS) in the TeleVantage Server logs. When set to “Yes” this detailed information is included in the logs. When set to the default value of “No”, the information is not logged. Facility feature or service This setting specifies a special feature or service that TeleVantage should request from the network when placing an outbound call on the span. The default value is “Default”. Facility feature type This setting specifies if a facility request sent by TeleVantage to the network is a facility request or a service request. - 97 - Handle disconnect with audio This setting is used to disable audio cut-thru when TeleVantage receives a DISCONNECT message with a Progress indicator suggesting a trunk message for the call is available on the Bchannel. Setting this parameter to “Yes” enables audio cut-thru after receipt of an appropriately formed DISCONNECT message. This is the default value. Setting this parameter to “No” disables the feature. TeleVantage server immediately hangs up the call when it receives a DISCONNECT message without connecting audio end-to-end. Minimum length of DNIS This setting specifies the minimum number of DNIS digits the server must receive before processing the call. The default value is “0” (zero). Overlapped DNIS The “Overlapped DNIS” setting indicates if the span receives overlapped DNIS from the network. (If so, DNIS will appear in a FACILITY message received after the initial SETUP message for the call.) If set to “Yes”, then the span is configured to receive overlapped DNIS. If set to “No”, the server does not expect to receive overlapped DNIS on the span. The default value is “No”. Send call proceeding If the span has delayed answer enabled , this setting controls the server when to send the CALL PROCEEDING message for an incoming to the network. If set to “Yes”, the server send CALL PROCEEDING immediately after receiving SETUP message. The default value is “No”. Two B channel transfer supported If the value of this setting is “Yes”, this indicates the span supports two B-channel transfer. If set to “No”, TeleVantage will not attempt a two B-channel transfer on the span. The default value is “No”. See Two B-channel Transfer for NI2 on Page 105 for more information. Device Monitor and Trunks View Enhancements TeleVantage 6.0 includes several improvements to the Trunks and Device Monitor views that make it easier to create trunks and assign users to stations. The Device Monitor view (Figure 83) in the Administrator program gives the user the ability to create users and trunks on the currently selected device. The Station section has a "Create User" option displays the "New user" dialog with the station set to the currently selected station. Since stations can be shared this is always enabled. - 98 - Figure 83. Device Monitor View in Administrator The Trunk section has a "Create Trunk" option that will bring up the appropriate "new" dialog for the current trunk. This option is disabled if a trunk already exists on the device. For spans this will open the span dialog with the data defaulted to create the right span to include the currently selected trunk. Even if the trunk is in the middle of the span the initial trunk will be set correctly. Figure 84. Trunks View in Administrator - 99 - The Trunks view (Figure 84) displays all the trunk devices detected by the server at the last startup. Devices installed on the server which have not been configured in the Trunks view appear as trunks of the proper type, but are displayed in a light grey font. Only the trunk number and type are displayed for these unconfigured devices. The "New Trunk" submenu has a new choice called "Automatic" that will automatically create a trunk or span of the proper type for the selected device. Conferencing using Selected IP Trunk Boards and a Host-based Stack The DM/IP241-1T1-P100 and DM/IP301-1E1-P100 IPLink boards can, when appropriately configured, simultaneously support both voice-over-IP and conferencing. If the TeleVantage server is configured to use a host-based stack (split call-control), then sufficient DSP processor time is made available to support 30 conference resources on each of these boards. To use these boards with a host-based stack, the PCD file shown in Table 12 below should be assigned in DCM. Table 12. IP Trunk Boards Supporting Conference Board DM/IP241-1T1-P100 PCD File @ipvs_evr_isdn_5ess_ml11_311.pcd DM/IP301-1E1-P100 @ipvs_evr_isdn_net5_ml11_311.pcd Dialogic GlobalCall IP With Split Call Control Support TeleVantage 6.0 supports split call control when using a host-based H.323 stack with supported Dialogic IPLink boards or the DI/0408-LSA Rev 2 board. Embedded and Host-based H.323 Stacks Simplistically, there are two major components to the H.323: call control processing and audio processing. In previous versions of TeleVantage, the H.323 protocol stack was implemented entirely on the IP trunk board. Both call control and audio processing occurred entirely on this “embedded stack”. In TeleVantage 6.0, it is now possible to split the call control processing and the audio processing. The audio processing remains on the IP trunk board. However, the call control processing can now occur either on the IP trunk board or can run on the host machine. The later is called a “host-based stack”, because much of the protocol processing is performed by the host machine’s processor. In both host-based and embedded stack configurations, the audio processing is performed by the digital signal processors on the IP trunk board. The available processing power on the Dialogic board is divided into “RTP resources”, which always reside on the IP trunk board. RTP stands for Real-time Protocol, the underlying transport mechanism H.323 terminals use to exchange audio. Call control information is transferred between H.323 terminals separately from the audio. When an H.323 call is set up, the far-end terminal sends protocol packets to the destination terminal to - 100 - initiate the call. As part of the call setup process, the near-end terminal tells the far-end which IP address to communicate with for the audio (RTP) connection. Using an embedded stack, all connection required to support H.323 traffic are made using the Dialogic board’s on-board Ethernet interface. With a host-based stack, the call setup and call control connection is made to the host machine’s NIC, while the audio connection is still made through the Dialogic board’s Ethernet interface. IP trunk cards require a statically-assigned IP address. They do not support DHCP, and cannot participate in the various dynamic name-address binding mechanisms implemented (Dynamic DNS, WINS) on most networks. Using a host-based stack, the administrator of a TeleVantage server can work around these limitations in the IP trunk boards. Call control processing occurs on the host machine, and the host-based stack uses the host’s network interfaces to communicate with the far-end terminal. With a host-based stack, the administrator can arbitrarily group or divide RTP resources amongst one or more call control IP addresses. This is the main advantage to a host-based stack, as this arrangement provides great flexibility in assigning IP addresses to IP trunks. The disadvantages of using host-based stacks include: • As the host machine’s processor is now performing the work, more host resources must be provided to support the same number of IP trunks. This could mean the host machine running a host-based stack might require a faster CPU or more RAM than the same configuration running an embedded stack. • There is less isolation between the H.323 connection to the remote machine and the operating system. Failures in the processing of H.323 traffic can potentially result in an application error that might affect the operation or performance of the host machine. The boards in Table 13 support the split call control under SR 5.1.1 FP1: Table 13. Dialogic Boards with Support for Host-based Stacks Board DM/IP241-1T1-P100 DM/IP301-1E1-P100 DM/IP481-2T1-P100 DM/IP601-2E1-P100 DM/IP241-1T1-P10 DM/IP301-1E1-P10 DI/0408LSA-R2 PCD File @ipvs_isdn_5ess_ml11_311.pcd @ipvs_evr_isdn_5ess_ml11_311.pcd @ipvs_isdn_net5_ml11_311.pcd @ipvs_evr_isdn_net5_ml11_311.pcd @ipvs_2isdn_5ess_311.pcd @ipvs_2isdn_net5_311.pcd @ipvs_isdn_5ess_307.pcd @ipvs_isdn_net5_307.pcd @DI0408LSA_REV2_ML3.pcd @DI0408LSA_REV2_ML5.pcd Configuring IP Boards for Host-based Stack When configuring the Dialogic board in DCM, select a firmware file for the board that supports host-based stack. Examples are given in Table 13. In the Administrator program, an Internet span is created. The properties of the span are then specified, starting with the settings on the General tab (Figure 85). - 101 - The “Span type” control can be set to “Host-based stack “ or “Embedded stack”. Choose “Host-based stack” . The “IP address” specifies the IP address on which the TeleVantage server should listen for connections. This must be an address bound to one of the host machine’s NICs. A common configuration is the host machine has a single NIC bound to a single IP address, in which case this single IP address would be entered into this field. However, if the server has multiple NICs or multiple IP addresses bound to a single NIC, the administrator can choose the IP address that H.323 calls should connect to. The control displays the existing IP addresses on the server a the list box. As an administrator might add an IP address to an existing NIC on the server, or add a NIC to the server machine, an arbitrary address can be typed in also. The “Protocol” determines which voice-over-IP protocol is used to make calls. Currently only H.323 is supported. The “H.323 listener port“ specifies the TCP port on the IP address specified above that the server should listen on for H.323 connection requests. Figure 85. General Tab for a Internet Span with a Host-based Stack After these controls on the General tab are set, the TeleVantage server needs to be restarted before the trunks of the host-based span are instantiated. A span of type “Host-based Stack” has an “RTP Resources” tab (Figure 86). The RTP (or “IPMedia”) resources are responsible for audio processing and reside on the Dialogic hardware Each RTP resource is bound to the IP address on which the audio connection for that resource is made. For RTP resources residing on an IP trunk board, this IP address is the address assigned to the board in DCM. For the DI0408LSA-R2, this is the IP address that the - 102 - IPLink Media Service (IPMedia.exe) is bound to, specifically, an IP address assigned to a one of the host machine’s NICs. The host-side of the stack has call control channels, each assigned a trunk number and bound to the IP address on which the call control connection is made. This is IP address assigned to the span on the General tab of the span’s properties. This is always one of the addresses bound to one of the host machine’s NICs. Each trunk in the span needs to be assigned an RTP resource that will process the audio stream for any call connecting to that trunk. If “Automatically assign RTP resources” is selected, these assignments are made automatically by the server. If the administrator wishes to control these assignments, he should select “Use these specific RTP resources”. The assignments can then be made using the remaining controls on this tab. The default for a new host-based IP span is automatic assignment. Figure 86. RTP Resources Tab for a Host-based IP Span To assign a particular RTP resource to a particular trunk, select an available resource in the Resources list. An RTP resource is available if it is not yet assigned to an IP “board”, so available resources have no number in the “Assigned Board” column. Then in the Assignments list, select the trunk to which that resource should be assigned and click “Add>>”. To remove an assignment, select the desired trunk and click “<<Remove”. The “Clear” button clears all assignments in the Assignments list. The up and down arrow can be used to move a particular RTP resource to the next higher or lower trunk number, respectively. - 103 - Configuring Boards for Embedded Stack Embedded-stack IP spans are configured just as an IP span in previous versions of TeleVantage. The only difference is that the “Span Type” control on the General tab of the IP span must be set to “Embedded stack”. Remember that the “IP Address” for an embedded-stack IP span should be set to the IP address assigned to IP trunk board’s Ethernet interface in DCM. The DI0408lSA-R2 board does not have an on-board Ethernet interface and so cannot be configured to use an embedded stack. Codec Assignments The Codecs tab (Figure 87) for IP spans has been modified in TeleVantage 6.0, but the function is essentially the same as in previous versions of the product. The tab displays a list of all possible codecs available for use. To enable a codec for use, check the “Enable” checkbox next to the codec’s name. The enabled codecs are listed in order of preference. To change the preference for a particular code, highlight the codec in the list and use the up or down arrow buttons to move it to a different position in the list. Figure 87. Codecs Tab for an IP Span - 104 - Two B-channel Transfer for NI2 Two B-Channel Transfer (TBCT) is a ISDN service that allows TeleVantage to drop out of a call when transferring an inbound call to an external telephone number. Without TBCT, the TeleVantage server must switch the inbound call to the external number, and doing so ties up an inbound and outbound trunk for the duration of the call. With TBCT, TeleVantage can request the telephone network transfer the inbound call to the external number, enabling it to release both trunks. To use ISDN Two B-Channel Transfer, the following conditions must be met: • The routing list action transferring the call to the external number must have “Attempt Centrex/PBX transfer” enabled. • The ISDN carrier must support the TBCT feature and it must be enabled for the ISDN span connected to TeleVantage. (On most networks that support TBCT, it is not enabled by default.) • “Two B Channel Transfer Supported” a control found on the Tuning tab of the ISDN span, must be set to “Yes”. See ISDN Setting Changes on Page 96 for more information on the Tuning tab. The ISDN Two B-Channel Transfer test utility is included on the master installation CD in the \Support\ISDN2BCT directory. This utility can be used to verify the ISDN line TeleVantage is connected to supports TBCT. See Appendix B, Configuring ISDN Parameters, of Installing TeleVantage for more information on running this utility. - 105 - Dialing and Routing Services Paging Ports The “Prevent hold, transfer, and other call control” checkbox can be used to limit the operations that can be performed on calls to a trunk. When this box is checked, an active outbound call dialed using this dialing service can only be disconnected. Such a call cannot be placed on hold, transferred, or conferenced. All call control operations except disconnect are disabled. The telephone commands and ViewPoint’s Call Monitor commands are both disabled for the duration of the call. All calls to this dialing service appear in the Call Log with the result “Connected,” even if they were placed to a number that was busy or never answered. This feature is designed to prevent users from manipulating calls to public address systems that are attached to TeleVantage through a trunk port. Typically, such calls should not be put on hold or transferred to other users. The “Prevent hold, transfer, and other call control” control (Figure 88) is available only for Centrex/PBX Extension-type dialing services. The public address system is typically connected to TeleVantage through an analog trunk port. Users dial the access code of a Centrex/PBX Extension dialing service to access this port. This dialing service has only one trunk, the analog trunk connected to the PA system, in the Selected Trunks column of the Trunks tab, and “Prevent hold, transfer, and other call control” checked on the General Tab. Figure 88. General Tab of a Centrex/PBX Extension Dialing Service - 106 - User Configuration Permissions Restricting Access to TUI Features A number of new permissions restricting access to certain telephone user interface features appear in TeleVantage 6.0.A new permissions group, Phone Commands, has been added to the Security>Permissions category for a user (Figure 89) in the Administrator program. The new permissions in this group are listed in Table 14. Figure 89. Security>Permissions Dialog for a User User Permissions TeleVantage 6.0 includes a number of new permissions controlling a user’s access to system features. Each new permission, along with a short description of the permission and its default value, is listed in Table 14. - 107 - Access saved messages Callback last incoming number Dial-by-name Disable call waiting Enter account code Manage account settings Manage calls on hold Redial Disconnect (remote) Send message to all Set personal status: Available (Non-queue) Set personal status: Available Set personal status: Available (Queue only) Set personal status: Do Not Disturb Set personal status: In A Meeting Access external station settings Access Tools menu in ViewPoint Access system call log via API Add parties when replying to voice mail Allow coaching user calls Allow joining user calls Allow monitoring user calls ViewPoint call control Forward voice mail Lock/Unlock the layout of ViewPoint views Play audio into a call Reply to voice mail Send voice mail Set calling-as Show menu bar in ViewPoint Permission Name - 108 - Use the Call Monitor in ViewPoint Forward a voice message to other users via the TUI or ViewPoint Use the View>Lock the layout menu choice to lock the ViewPoint layout Use the Insert audio feature in ViewPoint Reply to a voice message via the TUI or ViewPoint Send a new voice message to other users via the TUI or ViewPoint Change calling-as identity via ViewPoint or *14 Show/hide the program menu in ViewPoint View or modify the settings for an external station in ViewPoint’s Tools>Options menu. Also limits access to Option 6-9 in the TUI Account menu. Phone Commands User Option 2 in the TUI Account menu to listen to voice message in the Saved folder Dial *69 to return the last incoming call Dial *93 to access the dial-by-name directory Dial *70 to disable call waiting Dial *11 to enter an account code Use Option 6 in the TUI Account menu Dial *95 to access the TUI Call Handing menu Dial *66 to redial the last number dialed Dial *96 to log off a remote session Use 8888# special extension to broadcast a voice message to all users via the TUI Change personal status using the TUI Account menu See Monitor, Coach, and Join Non-queue Calls on Page 3 Standard Hide/show the Tools menu in ViewPoint Use the System.GetSystemCallHistory method in the Client API. Add additional mailboxes to the Description Table 14. New User Permissions in TeleVantage 6.0 Allow Allow Allow Allow Allow Allow Allow Allow Allow Allow Allow Allow Allow Allow Allow View & Edit Allow Disallow Allow Disallow Disallow Disallow Allow Allow Allow Allow Allow Allow Allow Allow Default Access Trunk Log folder Access Dial Plan folder Access Maintenance Log folder Permission Name Set personal status: On Break Set personal status: On Vacation Set personal status: Out Of The Office Start a new call via # Toggle hands-free Toggle voice-first Universal pickup Unpark Workgroup pickup - 109 - View or modify the Trunk Log view in Administrator Access internal dial tone by pressing # in the TUI Account or Call Handling menus Dial *10 to turn hands-free answering on or off Dial *12 to turn voice-first answering on or off Dial *91 to answer a call ringing a specific extension Dial *92 to unpark a parked call Dial *99 to answer a call ringing a station within a workgroup Administration Show/hide the Dial Plan view in Administrator View or modify the Maintenance Log view in Administrator Description No access Disallow No access Default Allow Allow Allow Allow Allow Allow Allow Allow Allow User Number Enhancements TeleVantage 6.0 adds access to a user’s personal telephone number fields through the Administrator program, specifically, in the User > Numbers category (Figure 90) in the user’s properties. In addition to the Home, Home2, and Mobile numbers found in previous versions of TeleVantage, the values E-mail, Email2, and IM Address for the user can now be specified by an administrator or by the user. Any of these can be made visible to other users on the system by checking the “Public” setting for the number of address. Figure 90. User > Numbers Category for a User Also, TeleVantage 6.0 adds the “NT Account” property for the user, found under the User category of the user’s properties. For more information see User and Contact Enhancements on Page 22. - 110 - Hold Music Controls The “Change hold music to” control for users (Figure 91) has changed to reflect the modification to hold audio source setup in TeleVantage 6.0. For more information see 4 on Page 63. Figure 91. Hold Music Controls for a User Drop Loop Current When Idle A new control, “Drop loop current when idle”, appears under the Phone category for a user (Figure 92) in the Administrator program. When this feature is enabled, the server will interrupt loop current to the user’s station when the far-end of the active call disconnects. See Drop Loop Current on Idle Station on Page 69. Enable Multiple Line Appearances Use the Enable multiple line appearances field (Figure 92) to give a user more than two line appearances for simultaneous incoming calls. A typical user with call waiting enabled for his extension has at most two line appearances, an active call and a call ringing his extension. (The user hears the call waiting tone in the active call.) Further incoming calls are treated using the next action in the user’s routing list. If the Enable call waiting control is unchecked and Enable multiple line appearances is checked, the user can then has the number of line appearances specified in the textbox. When the user is on the phone, he hears the call waiting beep and can press Flash to accept incoming calls until all the lines are in use. When all the lines are in use, new incoming calls go straight to the next routing list step alerting the user. - 111 - Flash Behavior The “Flash behavior while in a call” control (Figure 92) allow the administrator to determine how the server behaves when the user flashes during an active call. See Page 91, Default Flash Behavior for a detailed discussion of this feature. Figure 92. Phone Category Page for an Standard Analog Station Imitate a Station Control The “Imitate a station when routing incoming calls to external numbers” control, when checked, directs the server temporarily create an external station and use it for any incoming calls to this extension that are routed to an external network. The control is located under the Phone>Remote Call Control category for the user. (See Figure 93.) For a more detailed discussion of external station, see External Stations on Page 75. - 112 - Figure 93. Imitate a Station Control for a User - 113 - Coach, Monitor, and Join Personal Calls The “Personal calls can be monitored”, “Personal calls can be coached”, and “Personal calls can be joined” controls are found on under the Security category in a user’s properties (Figure 94). These settings determine if this user’s personal calls can be supervised by another user on the system. See Monitor, Coach, and Join Non-queue Calls on Page 71 for more information on supervising personal calls. Figure 94. Security Category for a User - 114 - Use Navigation Pane The “Use Navigation Pane” control is located in the user’s properties under the ViewPoint category. (See Figure 95.) If checked, the user’s ViewPoint application displays the Navigation pane on the left side. If unchecked, ViewPoint displays the view bar instead, which restores the look of the client to that of earlier versions of TeleVantage. Figure 95. ViewPoint Category for a User - 115 - Workgroups Transfer to Workgroup Action in Auto Attendants Auto attendants can now transfer a call directly to a public workgroup (Figure 96). See Transfer to a Workgroup Menu Action on Page 121 for more details. Figure 96. Transfer to Workgroup Action in an Auto Attendant Simultaneous Ring for External Stations In previous versions of TeleVantage, a call to a workgroup (using the speed dial option in the client or by dialing the extension of a public workgroup) would only ring the extensions routed to a local station on the TeleVantage servers. In TeleVantage 6.0, a call to a workgroup also rings user extensions forwarded to an external number or routed to an external station. For the external address to ring, the default location (as seen in the Active Setting dialog) must point to the external number – so the user must be assigned to an external station or have forwarded their calls to the external address. (If the workgroup member forwards his calls to the external number through a routing list action, the routing list action is ignored, and the user’s default location is rung instead. This is the same behavior as in previous versions of TeleVantage.) Contacts that are part of the workgroup still are not rung. - 116 - These rules for routing calls to workgroup members also apply when the workgroup is rung simultaneously through a user’s or ACD Workgroup user’s routing list. *91 and *99 Support for Extensions Routed to Trunks A user logged in on a trunk can pick up a call ringing another extension using the *91 and *99 feature codes. See *91 and *99 Support for Extensions Routed to Trunks on Page 30. - 117 - Auto Attendants Modify Default Auto Attendant Extension The extension of the Default Auto Attendant (Figure 97) can be modified in TeleVantage 6.0. In previous versions, the extension was fixed to the value “8000”. Figure 97. General Tab of Default Auto Attendant As in previous versions of the product, the Default Auto Attendant remains the default value for the “Calls are sent to” field for all trunk types, and this auto attendant cannot be deleted. User login transfers to an extension The menu option “User Login” in an auto attendant now can be configured to transfer the caller to an extension after the user logs in. When the caller selects the “User login” menu choice, the server prompts the user for his extension and password. When the user successfully logs in, the call is then immediately transferred to the specified internal extension. The user does not hear the account menu after logging on. - 118 - Figure 98. Auto Attendant Edit Menu Choice Dialog Box This feature is activated by checking the “Bypass account menu and transfer to extension” checkbox in the Edit Menu Choice (Figure 98) and “Add Menu Choice” dialogs. Select the extension the caller should be transferred to after login in the list box. This feature is designed to support third-party applications that run on the TeleVantage server as an IVR plug-in or connect to a TeleVantage station port, and that require a user to be logged in (identified) by TeleVantage. When “Bypass account menu and transfer to extension” is enabled: • The caller is re-prompted for his extension or password if an invalid value is entered, up to the retry limit currently configured on the server. • The caller is prompted to change an expired or invalid password, if necessary. - 119 - Hold Music Controls The control for specifying the hold music source used by an auto attendant has changed. In TeleVantage 6.0, the hold music source is configured by selecting one of the pre-configured choices in the list box shown in Figure 99. Figure 99. AA Hold Music Control In previous versions, this control used a text box in which the station number of the desired hold music source would be typed. See Page 63, Hold Audio Input Support for more information on configuring audio sources in TeleVantage 6.0. - 120 - Transfer to a Workgroup Menu Action TeleVantage 6.0 auto attendants include a new “Transfer to Workgroup” menu (Figure 97) action that transfers a caller to a public workgroup. (The workgroup is not required to have an extension.) Figure 100. Transfer to Workgroup Menu Action in Auto Attendants - 121 - Voice-over-IP and IP Gateways Uniden UIP300 Phone Support TeleVantage now includes specific support for the Uniden IP300 IP telephone. The following buttons and other functions on the phone are supported: • • • • • • Redial Button Transfer Button Hold Button Conference Button CallerID & CallerID/Call Waiting Visual Message Waiting Indicator The hold button places calls on TeleVantage system hold (not local phone hold). Figure 101. Phone Category for a User Assigned to an External Station To configure a user’s station as a Uniden IP phone, the user must first be assigned to Station “0” (zero) or to a statically-assigned external station number. For both cases, the properties of the IP telephone are specified In the TeleVantage Administrator program, in the properties of a user, under the Phone category. The category page for a user assigned to an external station is shown in Figure 101. To configure the user’s phone as a Uniden IP300, select “Uniden IP Phone” in the “Destination” list box. Then select an IP address dialing service in the “Call using:” list box. Finally, specify - 122 - the IP address the Uniden IP phone is configured to listen on for H.323 connections in the “Address” field. (Note: The Administrator program will accept a host name in the “Address” field, and will use the server’s name resolution mechanisms to resolve this to an IP address when a call is routed to the external station. In this case, however, automatic logon through IP address matching will fail, because the numeric IP address associated with an inbound call from the IP phone does not match the alphanumeric host name in the Address field. Also, if “Automatically change address to location of last login” is enabled, the server will overwrite the host name with the IP address of the phone when the phone logs into the system.) See External Stations on Page 75 for more information on the “Automatically change address to location of last login” control. The “Disconnect when idle” and “Interpret ** as flash” controls are discussed in that section. Figure 102. Phone Category for a User Assigned to Station 0 If the user is assigned to Station 0, the Phone category page of the user’s properties appears as shown in Figure 102. To configure the user’s station as a Uniden phone, check the “Using a VoIP phone” checkbox and select “Uniden” in the “Phone type” list box. The “Call using” and “Address” settings are configured in the same manner as described earlier. See Default Flash Behavior on Page 91 for more information on the “Flash behavior while in a call” control. Refer to Appendix E, Using an IP Phone with TeleVantage, in Administering TeleVantage, for more information on using Uniden IP telephones. - 123 - Relay PSTN Caller ID Information from H.323 Gateways If a third-party H.323 gateway (such as a Cisco AS5300/Voice Gateway) is used to send VoIP calls to TeleVantage, by default the recipient of the call sees the third-party gateway’s IP address rather than the caller’s original PSTN Caller ID. To configure TeleVantage to relay the original Caller ID information, enter either the IP address in the or product ID of the H.323 gateway in the appropriate fields of the Server > External H.323 Gateways category page of Tools > System Settings in the Administrator program. (See Figure 103.) A product ID is entered in the “Gateway product ID list” text box, and an IP address in the “Gateway IP address list”. If multiple H.323 gateways are routing calls to TeleVantage, multiple product IDs or IP addresses can be specified by separating the entries with commas or semicolons. Figure 103. External H.323 Gateway Caller ID Controls - 124 - Call Center Call Center Queue Wait time announcements in seconds An administrator can configure the server to play expected wait time announcements to callers to Call Center queues in either minutes or seconds. (In previous versions, only announcements in minutes were supported and the smallest value that would be announced was “1 minute”.) The default is announcements in minutes. The behavior of the server is modified by changing the value of: Artisoft\Server\PlayExpWaitTimeInSeconds Using the TeleVantage Advanced Settings Editor, which can be found on the Tools menu of the Administrator program. If this key is set to “1” the server plays wait time announcements in both minutes and seconds. When it is set to “0”, the server announces wait time in minutes only. When the value of this setting is “0”, the server always announces the next higher minute value if the wait time is not exactly a whole minute, as shown in Table 15. Table 15. Announcements for Various Values of Expected Wait Time Expected Wait Time 45 seconds 2 minutes 25 seconds 2 minutes 45 seconds Setting Value 0 1 0 1 0 1 Announcement "1 minute" "45 seconds" “3 minutes” "2 minutes 25 seconds" “3 minutes” "2 minutes 45 seconds" Agent Status Enhancements The behavior of Call Center queues has changed relative to that found in Version 5.0. If an agent is in the On Break personal status, the agent’s state in the Call Center queue changes to Standby (as it did in Version 4.1 and prior versions of TeleVantage), rather than Unavailable (as in Version 5.0). A Call Center queue with “Closed queue if no agents are signed in” enabled closes only if all agents are signed out or all agents are in the Unavailable state. (Since On Break is no longer considered unavailable.) A new statistic, “Agents On Break”, is now visible in the Queue Monitor (Figure 104). This values indicates how many of the signed-in agents in the queue are in the “On Break” personal status. - 125 - Figure 104. Agents on Break Statistic in Queue Monitor Mail Usage Column in Queues View Figure 105. Mailbox Storage Information in the Queues View The Queues view in TeleVantage Administrator (Figure 105) now includes information on voice mailbox and greetings storage. Both mailbox and greeting size and usage are displayed, and total disk usage for the queue’s voice files. - 126 - Overflow Call Routing Enhancements TeleVantage 6.0 includes a number of enhancements to the overflow call routing features of Call Center queues: • • • An administrator can bypass the overflow wait time when all current tier agents are signed out to send calls to overflow agents faster. You can optionally apply the wait time cumulatively to each overflow agent tier so agents in higher tiers are only called after a caller waits longer for a lower tier to become available. The expected wait time algorithm now accounts for overflow agents. Figure 106. Overflow Controls for a Call Center Queue When the “If no agents in the current tier are signed in and available then immediately offer calls to the next tier” checkbox (Figure 106) is checked, the queue bypasses the overflow wait time if all primary agents are signed out. Calls are sent immediately to overflow agents. The bypass also occurs between overflow tiers. For example, if all primary and Overflow Tier 1 agents are signed out, calls are immediately sent to Overflow Tier 2 agents. If all primary, Tier 1, and Tier 2 agents are signed out, calls are immediately sent to Tier 3. Leave this control unchecked to use the wait time in all cases, even when a tier is signed out. For example, in the changeover between shifts there might be a moment when all primary agents are signed out, but you might still want calls to wait rather than ringing overflow agent phones Note that if a primary agent is signed in but merely unavailable (for example, on a call or on break), the wait time is used normally. The primary agents must be all signed out for the bypass to occur. - 127 - Choose “Callers should wait a fixed amount of time for any available agent“ to apply the overflow wait time only once. If no primary agents answer during the wait time, the call is sent to the lowest-tier ready overflow agent, regardless of what tier that agent might be in. For example, if all Overflow Tier 1 agents are on break when the overflow wait time expires, the call is sent to an Overflow Tier 2 agent. (This was the only behavior implemented in previous versions of TeleVantage server.) Choose “Callers should wait longer for agents with higher skill values” to have calls wait longer before being sent to higher overflow tiers. With this option selected, the overflow wait time is multiplied by the tier level when determining how long a call must wait before being sent to that tier. For example, if the wait time is 5 minutes (300 seconds), a call must wait 5 minutes for a primary agent to answer before being sent to Overflow Tier 1, 10 minutes before being sent to Overflow Tier 2, 15 minutes before being sent to Overflow Tier 3, and so on. With this feature enabled, the overflow skill value of an agent affects how long a caller must wait before his call is offered to the agent. For example, if the overflow wait time is 5 minutes and the agent’s skill value is set to 2, a caller must wait 10 minutes before the call is offered to that agent. So if define three overflow tiers with skill levels of 1, 2, and 10, then the wait times for the tiers would be 5 minutes, 10 minutes, and 50 minutes. In previous versions of TeleVantage, expected wait time calculations ignored overflow agents. In TeleVantage 6.0, overflow agents are included in the calculation of expected wait time. - 128 - Hold Music Source Selection The control for specifying the hold music source used by a Call Center queue has changed. In TeleVantage 6.0, the hold music source is configured by selecting one of the pre-configured choices in the list box shown in Figure 107. For more information on configuring hold audio sources, see Hold Audio Input Support on Page 63. Figure 107. Hold Audio Control for a Call Center Queue - 129 - Call Center Reporter In TeleVantage 6.0, Call Center Report offers nine new reports: • • • • • • • • • Grouped Service Level Report Unanswered Calls During Business Hours Call Summary Report Outbound Call Comparison Report Trunk Usage Report Outbound Long Distance Summary Outbound Calls by Phone Number Call Transfer Report User Call Trends Report Also, the Agent Performance Trends report has been modified and renamed to the Agent Call Trends Report. Call Center Reporter Options Several of the new reports available in TeleVantage 6.0 require some information about the telephone network dial plan in order to sort and filter calls based on toll charges. The Tools>Options dialog (Figure 108) in the Call Center Reporter main window provides access to these settings. Toll free Options In the box labeled ”Enter toll free or local area codes/exchanges separated by commas:”, the administrator can define the area codes and exchanges that can be dialed from this server without added charge from the service provider. In North America, this would typically include toll-free area codes (800, 866, 877, and 888) and the user’s local area code or codes. If the local area code includes both local and long-distance exchanges, a list of non-toll exchanges may be specified. A non-toll exchange is specified by appending the exchange digits to the area code. For example, if the 354-xxxx exchange in the 617 area code is a non-toll call, enter the string “617354” into the list. All outbound trunk calls that: • • • Have dial strings meeting the minimum outbound number length Are at least as long as the minimum outbound duration Have dial strings that do not begin with any of the toll-free prefixes listed here Are reported as long-distance (toll) calls in the reports. In-state Options The in-state options allow the administrator to further divide toll calls . The box titled “Enter instate area codes/exchanges separated by commas:” contains a list of area codes, exchanges, or other dial string prefixes. Toll calls that begin with one of these dial string prefixes are considered “in-state” and should be grouped together in reports. Currently, toll calls are only - 130 - divided into long-distance and in-state in the Outbound Call Comparison report. See Outbound Call Comparison Report on Page 138. The “Label for in-state category” field allows the administrator to specify a name for the group of calls meeting the in-state criterion. Figure 108. Tools > Options Dialog in Call Center Reporter Criteria for counting calls TeleVantage 6.0’s Call Center Reporter also allows the administrator to set criteria determining which trunk calls shall be counted as calls in various reports, and which shall be ignored. The “Minimum outbound number length” value determines the minimum length of the call’s dial string required for Call Center Reporter to count the call. Any call with fewer than the specified number of digits in its dial string is not included in the data for a particular report. The primary purpose of this parameter is to prevent calls that did not complete because of incomplete dial strings from being included in the reports. It also eliminates calls to special service numbers (such as 911 or 411) and the dialing of vertical service feature codes (*69, *70) from the reports. Calls that have durations less than the “Minimum outbound call duration” or “Minimum inbound call duration” value also are not included in the reports. The purpose of these - 131 - minimums is to eliminate calls that are dialed but do not complete or are terminated before billing occurs. Typically, the values in the Tools>Options dialog of Call Center Reporter are only modified by an administrator, and these fields are read-only to non-administrators by default. A user who needs to modify these settings should either be added to the Administrators role or have his “Edit System Settings in TeleVantage Settings Editor” permission set to “Allow”. Grouped Service Level Report The Grouped Service Level report (Figure 109) displays the percentage of trunk calls answered versus the time the call rang the answering device. A call is “answered” when it is connected to a user (not an application such as a Call Center queue, auto attendant, or IVR plug-in). The wait time shown is the time from when the call was routed to the answering extension to the time the call was answered by that extension. Figure 109. Grouped Service Level Report The report allows the user to report on all inbound trunk calls, or only those to a specified organization, workgroup, or those appearing on a certain set of trunks. This can be done through the Report Options dialog (Figure 110). The user specifies which trunks are included in the report by selecting a dialing service that routes calls to that group of trunks. (If the server has a set of inbound-only trunks that do not have an associated dialing service, create a “dummy” dialing service for those trunks and disable the dialing service so it cannot be used for outbound calls.) - 132 - Figure 110. Grouped Service Level Report Options - 133 - Unanswered Calls During Business Hours The Unanswered Calls During Business Hours report (Figure 111) displays the number of unanswered calls over a selected time frame. A call is answered when it is connected to a user, so unanswered calls are those that are abandoned after ringing unanswered, are sent to a voicemail box, or are abandoned at an auto-attendant, Call Center queue, or other application. Figure 111. Unanswered Calls During Business Hours Report The vertical bars in the chart indicate the number of unanswered calls during the particular time period, and the line indicates what percentage those unanswered calls are of the total number of calls received during the same period. The report allows the user to choose between all inbound trunk calls, or only those to a specified organization, workgroup, or those appearing on a certain set of trunks. This can be done through the Report Options dialog (Figure 112). The user specifies which trunks are included in the report by selecting a dialing service that routes calls to that group of trunks. (If the server has a set of inbound-only trunks that do not have an associated dialing service, create a “dummy” dialing service for those trunks and disable the dialing service so it cannot be used for outbound calls.) - 134 - Figure 112. Unanswered Calls Report Options - 135 - Call Summary Report The Call Summary Report (Figure 113) displays the total number of calls placed and the average call duration per user over a specified time period. Figure 113. Call Summary Report The Report Options dialog (Figure 114) allows the user to specify which calls are included in the report: • The report can include calls placed by all users or only the users within a specified workgroup. • Of the calls of the specified group, the user can choose to report only on calls placed on a specified set of trunks. The trunk group is specified by checking the “Only show calls placed to” checkbox, and then selecting a particular dialing service. If the control is unchecked, then the report includes all trunk calls placed by the specified group of users. (If the server has a set of inbound-only trunks that do not have an associated dialing service, create a “dummy” dialing service for those trunks and disable the dialing service so it cannot be used for outbound calls.) • The “Call Type” control allows the user to further filter the calls already chosen. The report can include either only internal calls, only external (trunk) calls, or all calls. - 136 - Figure 114. Call Summary Report Options - 137 - Outbound Call Comparison Report The Outbound Call Comparison report (Figure 115) displays the total number of calls and total duration of calls in each of three categories: toll-free calls, in-state calls, and other call. Toll-free calls are those with dial strings that begin with one of the area codes or exchanges defined in the ”Enter toll free or local area codes/exchanges separated by commas:” list in Call Center Reporter’s Tools > Options dialog. (See Toll free Options on Page 130.) In-state calls are those with dial strings that begin with an area code or exchange in the “Enter in-state area codes/exchanges separated by commas:” list in the same dialog box. (See In-state Options on Page 130.) The other category of calls includes all calls that do not meet one of the these two criteria. 1600 6000 1400 1200 5000 4000 1000 3000 800 600 2000 400 200 1000 Total Duration (minutes) Number of Calls Outbound Call Comparison - All Calls (2/29/2004 - 3/6/2004) 0 O th er ll Fr ee To In -s ta te 0 Number of Calls Total Duration (minutes) Figure 115. Outbound Call Comparison Report The Report Options dialog (Figure 116) allows the user to run this report for all outbound calls, or for only those calls marked with a specified organization name. - 138 - Figure 116. Outbound Call Comparison Report Options Trunk Usage Report The Trunk Usage Report (Figure 117) displays the total talk time on a group of trunks over a range of intervals, and the percentage of each interval during which all trunks in the group were busy. Figure 117. Trunk Usage Report - 139 - The vertical bars represent the total talk time on the group of trunks. The line on the graph indicates the percentage of each time interval during which all the trunks in the group were busy. The Report Option dialog (Figure 118) allows the user to specify a group of trunks by selecting an existing dialing service in the “Dialing service” control. (If the server has a set of inbound-only trunks that do not have an associated dialing service, create a “dummy” dialing service for those trunks and disable the dialing service so it cannot be used for outbound calls.) Figure 118. Trunk Usage Report Options - 140 - Outbound Long Distance Summary The Outbound Long Distance Summary (Figure 119) displays the total number of outbound toll calls and the total duration of those calls over each interval of time in a specified range. The report includes only the calls for a single, specified organization. Figure 119. Outbound Long Distance Summary Report The vertical bars represent the number of long distance telephone calls that occurred during the time interval, and the line displays the total duration of those calls. Figure 120. Outbound Long Distance Summary Report Options - 141 - The Report Options dialog (Figure 120) is used to specify the organization to which the outbound calls have been attributed. The user must specify an existing organization to run this report. The “Cost per minute” and “Cost interval in seconds” are used to generate an estimated cost for the long distance calls on this report. The estimate appears on the “Data” worksheet in Excel. Outbound Calls by Phone Number The Outbound Calls by Phone Number report (Figure 121) displays the duration and number of calls to each of a specified list of telephone numbers or telephone number prefixes. A prefix, in this case, may be an area code (e.g. 203), area code followed by an exchange prefix (e.g. 203234), or any other string of characters that might start a dial string. For each dial string prefix entered, the report displays a vertical bar representing the total number of calls to number starting with that prefix, and a point on a line indicating the total duration of those calls. Figure 121. Outbound Calls By Phone Number Report The report include only the calls for a particular organization, or all outbound trunk calls on the server, as specified in the Report Options dialog (Figure 122). In the “Number prefixes” field, the user can enter a comma-separated list of telephone numbers or digit strings. Each entry produces an individual point and bar on the graph. - 142 - Figure 122. Outbound Calls By Phone Number Report Options Call Transfer Report The Call Transfer report (Figure 123) shows the number of calls a particular user or queue transferred. The report displays a bar graph, with a bar for each transfer target. The height of the bar represents the number of calls the specified user or queue transferred to that particular transfer target. Figure 123. Call Transfer Report - 143 - This report is useful in analyzing the flow of calls in the system. For example, if the report shows that an operator is transferring a large number of calls to a particular user, it may be helpful to add a menu choice on the main auto attendant to transfer directly to that user. Figure 124. Call Transfer Report Options The Report Options dialog (Figure 124) lets the user specify the transferring extension, either a user or Call Center queue. - 144 - User Call Trends Report The User Call Trends report (Figure 125) displays the number of calls and average talk time on those calls for a user. The stacked vertical bars in the graph indicate the total number of inbound and outbound calls the user participated in. The average talk time is displayed as two separate lines, one for inbound call and the other for outbound calls. Figure 125. User Call Trends Report On the Report Options dialog (Figure 126), the user whose calls will be analyzed can be selected from a list of existing users on the system. Figure 126. User Call Trends Report Options - 145 - Agent Call Trends Report The Agent Call Trends report (Figure 127) replaces the Agent Performance report found in earlier versions of TeleVantage. Whereas the Agent Performance Trends report included both the agent’s personal and Call Center queue calls, the Agent Call Trends report is generated using only the Call Center queue calls the agent participated in. Personal calls are not included. Figure 127. Agent Call Trends Report The Report Options for the Agent Call Trends report are identical to those for the User Call Trends report, and for the Agent Performance Trends report found in previous versions of TeleVantage. - 146 - Maintenance and Administration TeleVantage 6.0 includes a number of new features aimed making the system simpler to monitor, maintain, and troubleshoot. System Shutdown Enhancements The Shutdown Server option on the Tools menu of the Administrator program has several added features. In previous versions of TeleVantage, the only two options were: • • “Immediately shut down the server and terminate all calls” and “Prevent new calls in _ minutes, then shutdown until all existing calls are finished” The TeleVantage 6.0 “Shut down TeleVantage Server” dialog (Figure 128) adds options to: • • • • • Schedule the termination of existing calls before a shutdown. Stop the Dialogic drivers with TeleVantage server Reboot the server machine after a shutdown Initiate a Dialogic driver firmware dump after the server shutdown Automatically restart TeleVantage server after the shutdown. Figure 128. Tools > Shutdown Dialog in TeleVantage Administrator - 147 - Delayed shutdown Check “Delay _minutes” to schedule a shutdown to occur automatically after a fixed period of time elapses. Enter the number of minutes to delay. The clock time at which the shutdown will occur appears to the right of the control. During the delay, users picking up a station hear the message “The phone system is about to shut down.” Also, during the delay, the shutdown can be canceled by returning to this dialog box. Uncheck the control to shut down the server immediately. Prevent new calls Check “Prevent new incoming or outgoing calls“ to prevent the start of new external calls during the delay period before the server is shut down. Internal (station-to-station) calls are still permitted. Incoming trunk calls will hear a busy signal. Attempts at placing outgoing external calls will fail to allocate a trunk, and the caller will hear “Sorry, that line is unavailable”. If unchecked, new external calls can be placed and received. Terminate existing calls The next three controls in the “Shut down TeleVantage Server” dialog determine how the server will handle active calls that exist on the server after the delay time has expired. • If “Immediately terminate all active calls“ is checked, after the delay, all calls on the server are disconnected and the server shuts down. • If “Wait __ minutes for calls to complete” is selected, if calls are still in progress, the server waits for the specified number of minutes before disconnecting those calls. If a delay was specified in “Delay __minutes”, this wait time begins when the delay expires. The shutdown continues when this wait time elapses or all calls are completed, whichever comes first. • If “Indefinitely wait for calls to complete” is selected, the server shutdown is postponed until no active calls are in progress. Note that if this option is chosen and “Prevent new incoming or outgoing calls” is not selected, the shutdown may be postponed for quite a long time. Service shutdown options The next three controls determine what services will be terminated as a result of the shutdown process. • If “Stop TeleVantage Server” is selected, only the TeleVantage server (service) is shut down. The Intel Dialogic drivers are not stopped and the server operating system continues to run. • If “Stop TeleVantage Server and Intel Dialogic Drivers” is chosen, both the TeleVantage Server service and the Intel Dialogic drivers are shut down. (Note: this option does not stop all of the Dialogic driver-related services. For instance, the - 148 - CTBusBroker, DM3Config, and IPLink Media services all continue to run after the shutdown.) • If Restart PC is selected, then the operating system of the server computer is rebooted. Capture Dialogic firmware dump Check “Capture Intel Dialogic firmware dump” to generate a firmware dump during the shutdown. For more information on firmware dumps, see <ref>. Restart TeleVantage server after shutdown If the “Start TeleVantage Server” control is checked, the TeleVantage Server service is automatically restarted after the shutdown completes. The TeleVantage Server starts the Intel Dialogic drivers automatically if they were stopped. Shutdown Reason When shutting the server down through the Administrator or Device Monitor programs, a reason for the shutdown must be entered in the “Reason for shutdown” field at the bottom of the dialog box. This reason is recorded in both the TeleVantage Event Log in Windows Event Viewer and in TeleVantage’s Maintenance log. (see “Viewing the TeleVantage Event Log” on Page 12-19 of Administering TeleVantage). Device Types and Names in the Device Monitor The Dialogic-assigned device names for each station and trunk device installed in the system is now displayed in the Device Monitor (Figure 129) , along with a “Device Type” value that indicates what type of device the TeleVantage server has detected. The possible values are listed in the table below (Table 16). - 149 - Table 16. Device Types and Names in Device Monitor Device Type ISDN PRI Robbed-bit T1 E1 CAS Analog Device Name Format Trunks dtiBnTm ISDN BRI Internet dxxxBnCm briSnTm IPTBnTm DM3BnIPTm Analog Toshiba External msiBnCm DKTBnCm EXTm Notes DI/0408LSA analog trunks only Springware analog trunks Host-based stack Embedded stack Stations MSI, HDSI, DI/0408LSA, or DI/SI station Where n is the number assigned by the Dialogic drivers to the logical board, and m is the number assigned to the individual device or channel. Figure 129. Device Monitor The Dialogic drivers divides up the resources on a physical board into logical boards. Each logical board typically includes a fixed number of voice devices – station ports, trunk ports, voice resources, et. al. A physical board is usually divided up into more than one logical boards. For - 150 - example, a D/80SC-4LS board might be assigned the logical board numbers DXXXB1 and DXXXB2, each spanning four voice resources (dxxxB1C1-4 and dxxxB2C1-4). Logical board numbers are assigned by the Dialogic drivers at start-up time. These logical board numbers are assigned by device type and in the order of the physical board’s SC-bus ID. For example, consider a system with a D/80SC-4LS at ID 1 and a D/120JCT-LS at ID 2. The D/80SC-4LS might be assigned the numbers dxxxB1 and dxxxB2, and the D/120JCT-LS might then be assigned dxxxB3, dxxxB4, and dxxxB5. If we add an DI/SI32 board to this system, assigned ID 3, then the station board would be assigned the logical board number msiB1. The Device Monitor now also indicates if the TeleVantage server detects a mismatch between the configured device type and the detected device type. The Status column in the Trunks section of the Device Monitor view shows the following error strings, in red: • • "Device type mismatch" if the detected device and configured device are not the same. "Device not detected” if not trunk device is detected for a configured trunk. ISDN Red Alarm Notification via NT Events TeleVantage 6.0 now records an Windows Event log entry (in the Application log) when the Dialogic drivers report a blocked or unblocked event for a digital trunk board. The text of the events are shown below: Event Id: 153 Type: Error Description: Device Blocked: dtiB1. Event Id: 154 Type: Information Description: Device UnBlocked: dtiB1. Although the drivers report one event for each trunk, TeleVantage server reports only one event per board when multiple events occur simultaneously. This prevents these event messages from filling the Windows event log. Each channel's status is reported via the Device Monitor. When a trunk becomes blocked, TeleVantage server periodically checks the trunk to determine if it as become unblocked. - 151 - Maintenance Log Enhancements To improve the speed at which the Maintenance Log view (Figure 130) loads, the Administrator program now loads only the most recent 50 entries (by default) from the database. The view includes controls to move to the next or previous 50 entries. These functions can be initiated using the up-arrow or down-arrow (respectively) on the toolbar, or the “Previous n entries” and “Next n entries” choices in the Maintenance Log menu. Figure 130. Maintenance Log View in Administrator Program The jump function allows you to navigate to entries for a particular day without paging through multiple pages of the log. The Jump Maintenance Log dialog (Figure 131) can be displayed by selecting the toolbar icon or the “Jump to Date” menu item on the Maintenance Log menu. Figure 131. Jump Maintenance Log Dialog The number of entries displayed per page can be modified in the Tools > Options dialog (Figure 132), by changing the value of the “Display _ Maintenance log entries at a time” control. - 152 - Figure 132. Tools > Options Dialog in Administrator Program The Maintenance Log view also includes improved logging of administrative activities. Whenever an item such as an auto attendant or Call Center queue is deleted from the Administrator program, that operation is logged (Figure 133). Figure 133. Deleted Item Maintenance Log Entry The details of a server shutdown are also recorded in the Maintenance log (Figure 134). In particular, the reason for a shutdown is listed in the “Details” column of the shutdown log entry. For more information on shutting down TeleVantage 6.0, see System Shutdown Enhancements on Page 147. Figure 134. Server Shutdown Maintenance Log Entry TeleVantage Server Process Dumps TeleVantage 6.0 includes a facility (disabled by default) to create a software dump of the TeleVantage server process (TVSERVER.EXE) when an exception occurs. This provides a more detailed level of debugging information than was possible in earlier versions of the product. - 153 - To enable this feature, create the following value in the Windows Registry: [HKEY_LOCAL_MACHINE\SOFTWARE\Artisoft\TeleVantage\Server\Settings] "DumpCommand"="C:\Program Files\TeleVantage Server\userdump.exe" Then whenever TVserver throws an exception the command line above will be run and a dump of the TVserver process will be created, named "TVServern.dmp" where n is either 0 (if TVServer0.dmp does not exist) or 1 (if TVServer0.dmp does exist). To disable process dumps, set the value of the registry key to an empty string. The registry key can be changed while the server is running. Problem Report Wizard Enhancements TeleVantage 6.0 includes a number of improvements to the Problem Report Wizard. This program now adds: • • • • An option to include a database backup in the Problem Report Wizard package file Automatic inclusion of any Dialogic driver firmware dump files. The ability to run the Problem Report Wizard from a script or command file The ability to specify system-wide default values for Problem Report Wizard entries, either through the Administrator program or using command line options. Include a Database Backup The Problem Report Wizard now includes an option to automatically generate a TeleVantage server database backup and include this backup in the problem report package (CAB file). To use this feature, check the “Include a TeleVantage database backup in this report” checkbox (Figure 135) from within the wizard. - 154 - Figure 135. Include Database Option in Problem Report Wizard (This option is only available when running the Problem Report Wizard on the TeleVantage server.) Command Line Interface The Problem Report Wizard for TeleVantage 6.0 can be run from a command line. The command format is: tvprwizard optionlist Where optionlist is a list of one or more options shown in Table 17, in the form /option:value. - 155 - Table 17. Problem Report Wizard Command Line Options Option /calllogentry /stations /clientpackage /includedatabase /estimateddate /estimatedtime /exactdate /exacttime /rangestartdate /rangestarttime /rangeenddate /rangeendtime /summary /reproducible /details /contactname /contactcompany /contactphone /contactemail /supportname /supportissue /packagepath /packagefile /mailpackage /createcab /maxevents /cabpriority Value Call log entry List of stations involved Full path and filename of a client-side package to include Yes - Include a database backup No - Do not include a database backup Estimated date of occurrence Estimated time of occurrence Exact date of occurrence Exact time of occurrence Start date of log range Start time of log range End date of log range End time of log range Summary string Yes - Reproducible No - Unknown Details text Customer name Customer company Customer phone number Customer email address Name of support contact Support issue number Directory for CAB file Filename for CAB file Should the package b emailed (not applicable when automatically creating a CAB file) Yes - Begin CAB creation automatically No – Present GUI Maximum number of event log events per event log type Process priority for cabarc: Normal, idle, high, realtime, below_normal, above_normal If the /createcab parameter is not set to "yes" then the Problem Report Wizard will run normally, with the fields pre-filled with whatever other parameters were specified. If the /createcab parameter is set to "yes" then the Problem Report Wizard will run automatically, displaying only the progress bar, using the data from whatever parameters were specified. The program automatically close when the package is complete. None of these parameters are required - if the Problem Report Wizard is run with only the /createcab:yes option, a package is created with all the defaults. At minimum, it is recommended the /packagepath and /packagefile parameters be specified so the location of the resulting CAB file is certain. - 156 - Include Dialogic Firmware Dumps If any Dialogic firmware dumps exist in the \TeleVantage Server\Logs directory, the Problem Report Wizard will now collect them and include them in any server-side problem report. See Dialogic Firmware Dump Automation on Page 67 for more information on firmware dump automation. Default Contact Information and Email Options Figure 136. Problem Report Wizard Defaults in the Tools > System Settings Dialog An administrator can now specify, through the Administrator program, the default contact information used when generating a package t using the Problem Report Wizard (Figure 136). The administrator can define the default value for contact name, company, telephone number, and email address, and the destination email address to use when the Problem Report Wizard sends a report. Automated Collection of Server Information Automated generation and transmission or collection of Problem Report Wizard output files is now made feasible. With the new option of running the PRW from the command line, it is possible to schedule the creation of problem report packages using batch programs or scripts in conjunction with the Windows Scheduled Task feature. Also, the PRW can be run in response to specific conditions on the server by using the Alerts functions in Windows Performance Monitor. - 157 - Server Log Improvements In TeleVantage 6.0 , changes have been made to certain entries in the server logs (TVLOGnnn.TXT files, located in the \Program Files\TeleVantage Server\Logs directory by default) to make the logs more readable. In particular, an effort has been made to use descriptive names instead of enumeration values when making references to: • • • • • • Call rules Routing lists Greetings Personal statuses Users Contacts And to use descriptive names for enumerations: • • • • Action Transfer action Jump action Misc. action More specifically, entries of the following format now appear in the logs: "(CF) Use routing list ... (...) based on call rule ... (...)" "(CF) Use greeting ... (...) based on call rule ... (...)" "(CF) DND override: set to ... based on call rule ... (...)" "(CF) Use routing list ... (...) from personal status ... (...) based on call rule ... (...)" "(CF) Use greeting ... (...) from personal status ... (...) based on call rule ... (...)" "(CF) Forwarding override by personal status ... (...) based on call rule ... (...)" "(CF) DND override: set to ... by personal status ... (...) based on call rule ... (...)" "(CF) Use active routing list ... (...) for ... (...)" "(CF) Use active greeting ... (...) for ... (...)" "(CF) DND is currently ... for ... (...)" "(CF) DlgDispatchAction:... ..." "(CF) DlgTransfer:... ..." "(CF) DlgJump:... ..." "(CF) DlgMisc:... ..." Below are a few examples from actual server log runs: [01/06/04 13:44:10.620 - 10B8 - Device -25 ] (CF) Use routing list 'Standard' (2730) based on call rule 'External' (3169) [01/06/04 13:21:42.261 - 790 - Device -3 ] (CF) Use greeting 'Initial Greeting' (4376) based on call rule 'Working from Home' (2945) [01/06/04 13:37:17.866 - C60 - Device -6 ] DlgTransfer: TargetVoiceMail: User:16156 Alicia Anderson - 158 - TeleVantage Event Log TeleVantage now writes informational and error messages and warnings to the new “TeleVantage” log in the Windows Event Viewer (Figure 137). Figure 137. TeleVantage Log in Windows Event Viewer The TeleVantage email notification engine scans this event log and sends email notifications to properly configured users for all events that contain "TeleVantage" in the source string. This includes events generated by IVR plug-ins or Client API applications, such as the SMDR service and Conference Manager. (Note: Any custom applications written for TeleVantage 6.0 should post notices of important events to this event log.) In previous versions, both TeleVantage server and add-on applications used the “Application” log. Trunk Log The Trunk Log (Figure 138) records trunk use. It displays which users, applications, and devices used a trunk, for how long, what to address did the trunk attempt to connect to. It also displays any trunk signaling or the results of any call progress analysis indicating if the call completed and, the reason. The Trunk Log is a separate view in the Administrator program and is displayed by clicking on the Trunk Log icon in the view bar. - 159 - Figure 138. Trunk Log View in Administrator Program An entry appears in the Trunk Log each time a trunk is allocated. Note that a trunk allocation is not the same as a call. A single trunk allocation can include many calls—for example, if a user logs in from a remote phone and places multiple calls through TeleVantage. Each entry may include the following information (as applicable): • • • • • • • • • • • • • • • • • • • • Direction of the call, either inbound or outbound Trunk Start Time Accepted Time (for delayed answer) Connected Time Remote Disconnect Time (for line drops) Remote Disconnect Reason (for line drops) Local Disconnect Time (for local hang ups) Local Disconnect Reason (for local hang ups) Access Code (for the dialing service) Internal Name (user, et. al.) Internal Number (extension or IP address of the near-end caller) External Name (Contact or Caller ID name of far-end caller) External Number ( Authorizer Name Authorizer Number Inbound Number (Caller ID or ANI number for inbound call) Inbound DID (DID or DNIS number for inbound call) Outbound Number Outbound Dial String (number dialed less the dialing service access code) The possible values for Remote and Local Disconnect Reason are shown in Table 18. The associated ISDN disconnect cause code are also given, for cases where the call is routed over an ISDN trunk. - 160 - Table 18. Disconnect Reasons (with ISDN Cause Codes) Disconnect Reason Normal clearing No answer Busy Destination out of order Operator intercept Unassigned number Network congestion Call rejected Destination incompatible Associated ISDN Cause Code No.16 - "Normal call clearing" No.18 - "No user responding" or No.19 - "No answer from user" No.17 - "User busy" No.27-"Destination out of order" or No.38-"Network out of order" No.22-"Number changed" or No.28 - "Invalid number format address incomplete" No.1-"Unallocated (unassigned) number" No.34-"No circuit/channel available" or No.42-"Switching equipment congestion" No.21-"Call rejected" No.88-"Incompatible destination" An entry appears in the Trunk Log when the server hangs up or “deallocates” the trunk. A number of additional controls have been added to the Administrator program to configure what information appears in the Trunk Log and when that information is archived. In the Tools>System Settings dialog (Figure 139) , under the “Call Log and Trunk Log” category, there are several controls that determine which trunk events appear in the Trunk Log. Figure 139. Call Log and Trunk Log Settings in the System Settings Dialog The “Log calls” control can be used to disable all logging of calls and trunk events. If unchecked, no entries are made in either the Call Log or the Trunk Log. - 161 - The “Log internal calls” control has the same function as it did in previous versions of TeleVantage. A call to an internal extensions routed to an external stations or to an external address through a routing list still generate a Trunk Log entry even if this control is unchecked, though. The “Log trunk activity on:” controls determine if events on PSTN or IP trunks or both will be logged. By default, all trunk activity produces entries in the Trunk Log. If “Analog, T1, E1, and BRI trunks” is unchecked, events on those types of trunks will not appear in the Trunk Log. Similarly, if “IP trunks” is unchecked, activity on IP trunks is not logged. Figure 140. Call Log and Trunk Log>Archive Dialog The “Archive” subcategory page (Figure 140), the “Archive Call Log and Trunk Log daily” replaces the “Archive Call Log daily’ control found in previous versions of TeleVantage, but performs a similar function. If checked, the server will automatically transfer both call log and trunk log entries that are older than the time specified by the “Archive calls older than _ days” setting to archive files, and purge the entries from the TeleVantage database. Trunk log entries are written to a new archive file, the Trunk Log archive, which, by default, is named “TrunkLog.csv” . The file is located in \Program Files\TeleVantage Server\Archive directory by default. A control to relocate this file is also provided in the Archive subcategory of Tools > System Settings. Also, in the Call Log view, for each call log entry there is a new item on the shortcut menu named “Show Trunk Log entries”. (See Figure 141.) - 162 - Figure 141. Show Trunk Log entries... menu item in the Call Log View When selected, the Trunk Log entries dialog box (Figure 142) appears and displays a list of all trunk log entries associated with that particular call. For most calls (station-to-trunk) there will be only on entry, but some call log entries may have multiple trunk log entries, such as a conference call or external station-to-trunk call. Figure 142. Trunk Log Entries Dialog Box - 163 - Identify Active Party on a Device The Device Monitor program (Figure 143) and the Device Monitor view in the Administrator program now provide information about what parties are using a station or trunk device. Figure 143. Device Monitor The “Active Party” fields shows the name and phone number or extension of the person using this station or trunk for a call. Where available, the TeleVantage username or contact name is used, otherwise the Caller ID name is used, if available. The possible types and format of entries in this field are shown in Table 19. Table 19. “Active Party” Entry Types Type of Caller For a user calling from a station (including external stations) For a user calling from an external station For a known contact For an unknown contact Entry Format Test User (x123) Test User (6175551212 - Caller ID Name) Known Contact (6175551212 - Caller ID Name) Unknown (6175551212 - Caller ID Name) The “Connected To” field displays the name and phone number or extension of the party to which the active party is connected. For calls with more than two parties, the “& Others” appears at the end. The possible types and format of entries in this field are shown in Table 20. Table 20. "Connected To" Entry Types Type of Caller For a user For a user with outside Caller ID For a known contact For an unknown contact Entry Format Test User (x123) - Station 2 Test User (6175551212 - Caller ID Name) – Trunk 5 Known Contact (6175551212 - Caller ID Name) - Trunk 5 Unknown (6175551212 - Caller ID Name) - Trunk 5 - 164 - The Device Monitor's bottom pane can be used to display all the all parties participating in a call that is occurring on a particular station or trunk device. Select the trunk or station in the Device Monitor, and, in the bottom pane, all the parties to the call on the selected device are displayed. For each party, the device name, the name of the party, and the party’s telephone number is given. For example, in the screenshot in Figure 143, Charlie Chen on Station 3 is involved in a conference call with three other parties: Beth Brown, Edward Eaton and an unidentified caller on Trunk 1, as seen in the bottom pane of the Device Monitor. Beth Brown is logged in at Station 1, which is assigned by default to Alicia Anderson. Dial Plan View The Administrator program in TeleVantage 6.0 includes a new view called the Dial Plan view (Figure 144). The Dial Plan view shows all the numbers on the system that can be dialed from an internal dial tone, identified by name and type. Figure 144. Dial Plan View in Administrator Program - 165 - The following types of numbers are included in the Dial Plan view: • • • • • Dialing service access codes Extensions for users. auto attendants, Call Center queues, public workgroups, and IVR plug-ins Contact PINs Direct-to-voice mail extensions Special extensions, such as the emergency number, dial-by-name directory extension, and trunk selector dialing service For each entry: • • • • • The digits column lists the extension or number for that entry, The name column is the name of the entry, The type is a descriptive type, such as “User” or “Contact PIN”, The owner is “System” for all entries except contact PINs (see below), and Comments is the text from the “Comments” field of the entry. Recall that Contact PINs are the owner’s extension with a variable-length, user-assigned identifier appended to it. In the Dial Plan view, the owner field for a contact PIN is the name of the user who owns the contact. The name for a contact PIN is always "< private >". The Direct-to-voice mail entries appear if the “Allow callers to directly leave a voicemail” control is checked. (See Dial a Voice Mailbox Directly on Page 90.) For each extension that is able to have a mailbox, there is a dial string to call the mailbox directly. The dial string is the extension followed by a *. For example, Beth Brown’s extension is 102, and since she is a user and users can have mailboxes, there is a 102* “extension” that, when dialed, takes the caller directly to that mailbox. (Even if Beth Brown does not have a mailbox, her direct-to-voice mail extension 102* exists on the server.) The view has a menu bar icon and shortcut menus which allow the administrator to edit or delete a selected entry. For example, right-clicking on a user extension in the Dial Plan and selecting “Edit” will open the properties of the user. Selecting “Delete” from the same menu will delete the user. Theses menu choices are disabled if the logged on user does not have permission to edit that kind of entry. For contacts, selecting “Edit” will initiate the "Edit all client settings" for the user that owns the contact. There is a new user permission entitled “Access Dial Plan view” that controls access to this view. - 166 - TeleVantage 6.0 Upgrade Procedure The following describes a typical procedure for upgrading an existing TeleVantage 5.0 server, running on Windows 2000 Server, to TeleVantage 6.0. In this particular example, the starting version number is 5.00.1640, the latest fully-supported release of TeleVantage 5.0. However, the procedure should not vary for earlier builds of TeleVantage 5.0. It is possible to upgrade from other versions of TeleVantage to Version 6.0. Information on upgrading from Versions 4.1, 4.0, 3.5, and 3.0, can be found in Installing TeleVantage, Chapter 6. The following steps are required to upgrade your TeleVantage 5.0 server to Version 6.0: 1. 2. 3. 4. 5. 6. 7. 8. Shut down and back up TeleVantage 5.0 Shutdown Dialogic SR 5.1.1 Service Pack 1 Install Dialogic Driver Updates Upgrade MSDE (Optional) Upgrade TeleVantage Server Upgrade Workstation Applications Upgrade TeleVantage Web Services (Optional) Enter and Activate Licenses Installation CDs TeleVantage 6.0 is supplied as a set of two CDs. The Drivers CD contains the installation packages for Dialogic SR5.1.1, Dialogic SR5.1.1 Feature Pack 1, and the “Dialogic Driver Updates”, which is a collection of post-Featuer Pack 1 patches with an Artisoft installation program. Also included is the Rainbow Technologies Drivers to support TeleVantage licensing with dongles. The Master CD contains the installation programs for Microsoft Data Engine (MSDE), TeleVantage Server, TeleVantage Web Services, and other adjunct TeleVantage programs. Shut Down and Back Up TeleVantage 5.0 Server To begin upgrading your TeleVantage 5.0 server to TeleVantage 6.0, open the Services applet in the Windows Control Panel (Figure 145). Figure 145. Windows Services Applet - 167 - Find the “TeleVantage server” service and open the properties of the service (Figure 146). Set the service to manual start. If you have the TeleVantage Conference Manager or the SMDR Service installed on the server, you should stop these services and set them to manual start, also. Figure 146. TeleVantage Server Service Properties Close the Services applet and open TeleVantage Administrator or Device Monitor. Shut down TeleVantage server (Figure 147) using the Tools>”Shut down server” command. Figure 147. TeleVantage Shutdown Dialog in Administrator Backup your current TeleVantage 5.0 database and registry settings by selecting Tools>”Backup Database” (Figure 148). - 168 - Figure 148. TeleVantage Administrator Tools Menu A warning appears (Figure 149). Select “OK” to complete the backup. Figure 149. Database Backup Warning When the backup has completed, the dialog shown in Figure 150 is displayed. Select “OK”. Figure 150. Database Backup Complete Dialog Close the Administrator program. - 169 - Copy the following files to a safe location, either to a drive on another computer on the network, or to some form of backup medium, such as tape or a CD-ROM. \Program Files\TeleVantage Server\Data\Backup\tvdb.dmp \Program Files\TeleVantage Server\Data\Backup\tvserver.reg \Program Files\TeleVantage Server\Vfiles and its subdirectories \Program Files\TeleVantage Server\AccountCode\AccountCode.txt \Program Files\TeleVantage Server\Archive\CallLog.csv You may also wish to export any public contacts defined on the server, and the contents of the Extensions view, and save the resulting CSV files to another computer or backup medium. These files may be useful if a catastrophic problem occurs during the upgrade process, requiring you to rebuild the original server configuration. Shutdown the Dialogic SR 5.1.1 SP1 Drivers From the Windows Start Menu, select Programs>”Dialogic System Software”>”Dialogic Configuration Manager (DCM)”. (See Figure 151.) Figure 151. Dialogic Configuration Manager In DCM , stop the Dialogic drivers. When the drivers have stopped, DCM displays the dialog box shown in Figure 152. Hit the “Close” button to dismiss the dialog box. - 170 - Figure 152. Dialogic Service Stopped Dialog Close DCM. (Note: The procedure described above will usually leave the two lowest-level Dialogic services, CTBusBroker and DM3Config, running. A good practice is to stop both of these services before upgrading or uninstalling any Dialogic software. To stop these two services, open the Services applet in Windows Control Panel and stop the “CT Bus Broker” service. The DM3Config service is dependent on this service and will be also be stopped by Windows’ Service Control Manager.) Upgrade Intel Dialogic SR 5.1.1 Drivers Insert the TeleVantage Drivers CD into the machine’s CD drive. If the “Drivers Setup” screen (Figure 153) does not appear, double click on “autorun.exe” in the root directory of the CD. - 171 - Figure 153. Driver Setup Screen Select “Intel® Dialogic SR5.1.1 FP1 FR”. This will upgrade the existing install of Service Pack 1 to the latest build of Feature Pack 1. The System Release 5.1.1 Feature Pack 1 Welcome window (Figure 154) is displayed. - 172 - Figure 154. Dialogic FP1 Setup Dialog (Note: Sometimes this dialog box appears behind the Driver Setup screen. If the FP1 Setup screen does not appear, close the Driver Setup screen by choosing “Exit to Desktop” .) Choose “Next” to begin the installation. The installation program starts by checking for installed components. (See Figure 155.) Figure 155. Dialogic FP1 Copying Files Dialog A few minutes later, the following dialog box (Figure 156) appears, and the installation program begins copying files and configuring the feature pack software. Figure 156. Dialogic FP1 Please Wait Dialog The installation continues until the dialog box in Figure 157 appears. - 173 - Figure 157. Dialogic FP1 Reboot Prompt Select “Yes” and then “Finish” to complete the installation and reboot the computer. When the system has rebooted, log in to Windows again. Figure 158. Dialogic FP1 Setup Complete - 174 - The dialog box in Figure 158 appears. Select “Finish” to close the dialog box. The installation of the feature pack is now complete. The next step in the upgrade procedure is the installation of the Dialogic Driver Updates. Install Intel Dialogic Driver Updates After successfully completing the installation of Intel Dialogic SR 5.1.1 SP1, you must install the Intel® Dialogic Driver Updates. Return to the Driver Setup program (Figure 159). Figure 159. Driver Setup Screen Select “Intel® Dialogic Driver Updates”. The dialog in Figure 160 appears . - 175 - Figure 160. Dialog Driver Updates Setup Start Dialog Select “Next” to start the installation and begin copying files. While the installation is copying files and configuring the driver updates, the dialog box shown in Figure 161 can be seen. Figure 161. Dialogic Updates Installing Dialog When the installation program has finished installing the updates, the dialog box in Figure 162 is displayed. - 176 - Figure 162. Dialogic Updates Reboot Prompt Choose “Yes” and click “Finish” to reboot the server. After the operating system has reloaded, log on to Windows. The Intel® Dialogic Driver Updates installation program will run and complete the configuration of the software package. The dialog box in Figure 163 will appear. - 177 - Figure 163. Dialogic Updates Complete Dialog Select “Finish” to end the installation program. The Dialogic Driver Updates are now installed on the server. Assuming you are upgrading a working TeleVantage 5.0 server, and have not added any new Dialogic boards to the system, nor changed the of the settings of the existing boards prior or during this upgrade procedure, then no further configuration of the Dialogic drivers is necessary. It would be prudent to start DCM, verify your boards are properly detected and configured, and start the Dialogic SR 5.1.1 drivers to verify they are operating properly before proceeding to the next step in the upgrade procedure, upgrading the Microsoft Data Engine (MSDE) software. Upgrade MSDE (Optional) If your server is running MSDE 1.0, MSDE 2000 with a service pack earlier than Service Pack 3, or Microsoft SQL Server 7.0 Desktop Edition, you may consider upgrading to MSDE 2000 SP3a using “Microsoft Data Engine” install step in the Master Setup program. See <ref> for more information on upgrading various versions of Microsoft SQL Server. This step is complete optional, assuming your server has some working version of MSDE or Microsoft SQL Server running on it. Before you can run the MSDE installation program, you must exit all TeleVantage applications running on the server. As subsequent steps in the upgrade process will also require you to reboot a number of times, and each step requires the Device Monitor, starts automatically at logon, to be shut down before proceeding, it is a good practice disable automatic startup of Device Monitor at this point. First, exit the program by right-clicking on the system tray icon and choosing “Exit Device Monitor”. (See Figure 164.) - 178 - Figure 164. Exiting Device Monitor To remove Device Monitor from Startup program group, select Start>Programs>Startup, and then right-click on “TeleVantage Device Monitor” (Figure 165). Choose “Delete” to delete the shortcut from the Startup program group. Figure 165. Device Monitor Shortcut in Window Startup Program Group Remove the Driver CD from the CD driver, and insert the Master CD. If the Master Setup screen (Figure 166) does not appear automatically, run the “autorun.exe” program on the root of the Master CD. - 179 - Figure 166. Master Setup Screen Choose “Microsoft Data Engine”. The MSDE 2000 SP3a Setup dialog box (Figure 167) will appear: - 180 - Figure 167. MSDE Setup Dialog Choose “Next” to begin the upgrade. The dialog box in Figure 168 will appear. Figure 168. MSDE Setup Ready Dialog Hit “OK” to proceed with the installation. A dialog box similar to that shown in Figure 169 appears. The installation program begins copying files and configuring the database engine. Figure 169. MSDE Please Wait Dialog - 181 - When the process is complete, the installer prompts you to reboot the machine by displaying the dialog box in Figure 170. Figure 170. MSDE Reboot Prompt Choose “Yes” to reboot the server machine. When the operating system has restarted, log into the console again. The dialog box in Figure 171 is displayed. Choose “Finish” to exit the installation program. Figure 171. MSDE Setup Finished Upgrade TeleVantage Server Prior to starting the installation program for TeleVantage 6.0, it is necessary to stop the TeleVantage 5.0 Device Monitor and to remove it from the Windows Startup program group, if you have not already done so. See Upgrade MSDE (Optional) on Page 178 for instructions. Return to the Master Setup screen (Figure 172). - 182 - Figure 172. TeleVantage Master Setup Screen On the Master Setup screen, select “TeleVantage Server”. The installation program begins, and the welcome dialog (Figure 173) is displayed. - 183 - Figure 173. TeleVantage Server Setup Welcome Choose “Next” to continue the upgrade. The warning shown in appears. Figure 174. TeleVantage Server Setup Backup Warning Choose “OK” to continue. The TeleVantage server license agreement (Figure 175) is displayed. Select “Yes” to agree to the terms of the license agreement and continue the upgrade. - 184 - Figure 175. TeleVantage Server Setup License Agreement The Language Selection dialog (Figure 176) appears. The languages installed on your TeleVantage 5.0 server are pre-selected. You may add or remove a language by checking or clearing the checkbox next to a particular language. Figure 176. TeleVantage Server Setup Language Selection Dialog - 185 - Choose “Next” after making any desired modifications. The following dialog (Figure 177) appears. You may choose “Preserve existing” to add any new system prompts without modifying your existing prompts, or “Backup and overwrite” to move your existing prompt to a backup directory and install a complete set of TeleVantage 6.0 system prompts into your \Vfiles folder. The default is “Preserve existing”. Choose the desired setting for your installation and then select “Next”. Figure 177. TeleVantage Server Setup Voice Files Upgrade Dialog The Windows Account Information dialog (Figure 178) is displayed next. - 186 - Figure 178. TeleVantage Server Setup Windows Account Info Dialog In the “Name” field, the Windows account currently logged in is pre-selected. Either accept this name or enter a valid Windows account for the security context you wish your TeleVantage server and its components to run under on this server. Enter the current password for the account in the “Password” field. Choose “Next” to continue. The SQL Server System Administrator Password dialog (Figure 179) appears. Enter and confirm the password you would like to assign to the SA account. Then choose “Next”. - 187 - Figure 179. MSDE SA Password Figure 180. TeleVantage Server Setup Start Copying Files Dialog The installation program displays the dialog in Figure 180. Select “Next”. The upgrade begins with the installation program executing a number of SQL procedures to upgrade the TeleVantage 5.0 database to TeleVantage 6.0 format (Figure 181). - 188 - Figure 181. TeleVantage Server Setup SQL Script Progress Dialog When this procedures have been run, the installation program stops MSDE, and then begins copying the TeleVantage program files from the CD to the hard drive (Figure 182). Figure 182. TeleVantage Server Setup File Copy Progress Dialog Eventually, the dialog in Figure 183 is displayed. Choose “Yes, I want to restart my computer now”, and then “Finish” to restart the server and continue the installation process. Leave the CD in the CD drive, as the installation program will restart after the operating system loads and attempt to access the CD again. - 189 - Figure 183. TeleVantage Server Setup Reboot Prompt After the system reboots, log on to the system using the same Windows account used for the first portion of the installation. The installation program runs and continues to copy files and configure the TeleVantage server software after you log on. After the voice files are copied from the CD, MSDE is restarted, and the installation program executes some final SQL scripts. Finally, the dialog shown in Figure 184 is displayed. By default, the “Launch TeleVantage Workstation installer” checkbox is checked. The TeleVantage Workstation Installer is used to install, uninstall, or upgrade the Client, Administrator, TAPI Service Provider, Contact Manager Assistant, and Recording Browser software. If this option is chosen, the Workstation Installer is run and any of these workstation applications that are installed on the server are upgraded. If unchecked, the TeleVantage server installation program exits without upgrading any of the workstation applications. For this upgrade procedure, leave the box checked and select “Finish”. The TeleVantage server software installation is complete. The next step is to upgrade the Administrator program and any other workstation applications installed on the server, so that the server licenses can be entered and the server can be started. - 190 - Figure 184. TeleVantage Server Setup Complete Dialog Upgrade Workstation Applications At any time after upgrading TeleVantage server, you can upgrade the workstation application programs: the Client, Administrator, TAPI Service Provider, and Contact Manager Assistant. (Typically, only the Client, Administrator, and, possibly, the Archived Recording Browser programs are installed on the server.) To do so, you need to run the Workstation Installer program, which is located in the \Netsetup share on the TeleVantage server. The executable for the Workstation Installer is called “setup.exe”. The following assumes the Workstation Installer program was run at the end of the TeleVantage server installation by checking the “Launch TeleVantage Workstation installer” checkbox. The first dialog presented by the Workstation Installer is shown in Figure 185. - 191 - Figure 185. TeleVantage Workstation Setup Welcome Dialog Choose “Next” to continue. The License Agreement dialog (Figure 186) appears. - 192 - Figure 186. TeleVantage Workstation Setup License Agreement Select “Yes” to accept the terms of the license agreement and then “Next” to proceed to the next dialog. Normally, the TeleVantage Server Information (Figure 187) dialog is displayed. If you are running the installer on a TeleVantage server, however, the installer assumes the you will be connecting to the local machine, and this screen is skipped. If this screen appears, enter the name of the TeleVantage server and the station number of the telephone handset located near the server, if any. If there is no station near the server machine, enter “0” for the station number. - 193 - Figure 187. TeleVantage Workstation Setup Server Info Prompt Also, choose the user or users that will be configured to use the TeleVantage application programs on the server. The possible choices are “all users” or “only the current user”. Select “Next” to continue. - 194 - In the Setup Type dialog (Figure 189), specify what applications will be upgraded or installed on the server. Choose “Typical” to upgrade any Version 5.0 application programs already installed on the server. Choose “Custom” if you wish to specify which applications to upgrade, install, or uninstall. Figure 188. TeleVantage Workstation Setup Type Prompt This upgrade procedure assumes only TeleVantage Administrator and Client are installed on the server. Choose “Typical” to upgrade these two programs to Version 6.0. After selecting a setup type, click on “Next”. For more information on the “Custom” option, see Installing TeleVantage. After selecting a setup type, the installation program displays the dialog shown in Figure 189. Choose “Install” to begin the installation process. - 195 - Figure 189. TeleVantage Workstation Setup Ready Dialog The installation program will begin to copying files and configuring the various program elements. The progress bar shown in Figure 190 is displayed during this process. Figure 190. Installing TeleVantage Workstation Applications Dialog - 196 - When the Workstation Installer program has finished, the dialog in Figure 191 appears. Figure 191. TeleVantage Workstation Setup Complete Dialog Choose “Finish” to exit the Workstation Installer. If you have TeleVantage 5.0 Web Services installed on this server, follow the procedure in the next section, Upgrade TeleVantage Web Services. If you are not using TeleVantage Web Services, proceed to Enter and Activate Licenses on Page 204. - 197 - Upgrade TeleVantage Web Services This section describes the steps needed to upgrade an existing installation of TeleVantage Web Services from Version 5.0 to Version 6.0. If Web Services is running on the TeleVantage server, exit Device Monitor by right-clicking on the Device Monitor icon in the Windows System Tray and selecting “Exit”. Insert the TeleVantage Master CD in the server’s CD driver. At the Master Setup screen (Figure 192), choose “TeleVantage Web Services” to begin the upgrade. Figure 192. TeleVantage Master Setup Screen The Welcome dialog is displayed (Figure 193). Click “Next” to continue. - 198 - Figure 193. Web Services Setup Welcome Dialog At the License Agreement dialog (Figure 194), choose “Next”. - 199 - Figure 194. Web Services Setup License Agreement Figure 195. Web Services Setup Server Information - 200 - The Server Information dialog (Figure 195) prompts you for the name of the TeleVantage server ViewPoint Web Services should connect to. Enter or correct the information and select “Next”. The Setup Type dialog () Figure 196 is then displayed. Choose “Typical” and then hit “Next”. Figure 196. Web Services Setup Setup Type - 201 - Figure 197. Web Services Setup Ready to Install Dialog When the dialog in Figure 197 appears, click “Install” to begin the upgrade. The “Installing the TeleVantage Web Service dialog (Figure 198) displays the progress of the operation. - 202 - Figure 198. Web Service Setup Installing Dialog When the installation program has finished copying files and configuring the program elements of Web Services, the “Install Completed” dialog (Figure 199) is displayed. Select “Finish” to exit the installer. - 203 - Figure 199. Web Services Setup Complete Dialog The installation of TeleVantage Web Services for Version 6.0 is complete The next step is to enter and activate the new TeleVantage 6.0 licenses and start the server. Enter and Activate Licenses The next step in the upgrade process is to enter and activate your TeleVantage server licenses. Contact your distributor (or Artisoft Sales) for information on purchasing licenses and receiving license codes. TeleVantage 6.0 license codes, as purchased, are good for 60 days, after which, if the licenses have not been activated, certain server functions are disabled. See Installing TeleVantage, Appendix F, Managing TeleVantage License, for more information. The following procedure requires: • The TeleVantage server machine has TCP Port 80 connectivity to Artisoft’s license activation server, activation.artisoft.com. • The TeleVantage 6.0 licenses are in the standard electronic format (XML). Open and log on to the TeleVantage Administrator program. Select “System Settings” on the Tools menu, and navigate to the “Licenses” page (Figure 200). - 204 - Figure 200. Licenses Page in the Administrator Program Select “Import” and find your license file, then choose “Open”. After importing the license file into the Administrator program, return to the Licenses page and choose “Activate”. Fill in the information required on the Activation Information dialog (Figure 201). Select the hardware key you wish to lock your licenses to. Select “OK” to activate the licenses. The Administrator program contacts the license activation server. The activation server makes the appropriate changes to your licensing and returns a set of activated licenses to the Administrator program. - 205 - Figure 201. Activation Information Dialog When the activation process is complete, the dialog box in Figure 202 is displayed. Figure 202. License Activation Complete Dialog Choose “OK” to close the dialog box. Your licenses are now activated. Export the activated licenses and save the resulting file in a safe place. The activated licenses may be needed if it becomes necessary to restore or rebuild the TeleVantage server. - 206 -