Transcription

Installer’s ManualKey System USWest Palm Beach, Florida

iiAtlas AVM Installer’s ManualLegal NoticeKey System US provides this document "as is," with no representations or warranties, either explicit orimplied, including but not limited to the implied warranties of merchantability, title, or fitness for aparticular purpose.Key System US reserves the right to make changes in product software, hardware, or documentation atany time, with no obligation to inform any persons or entities of such changes. Every attempt has beenmade to ensure the accuracy of this document. However, Key System US assumes no responsibility forany losses, whether electronic, financial, or other, that might accrue from inadvertent inaccuracies thatthe software or documentation might contain.Some states or jurisdictions do not allow disclaimer of explicit or implicit warranties in certainsituations. Therefore, this statement might not apply to you.Copyright 1997. Key System US. All rights under copyright reserved.This software is furnished under a license or nondisclosure agreement. The right to copy this software islimited by the license or agreement. One copy of the software may be made for archival purposes.Making any other copies of the software, without prior written permission from Key System US, isprohibited by copyright laws, and constitutes a punishable violation of those laws.The contents of this document may not be duplicated by any means, whether electronic, graphic, ormechanical, including, but not limited to, photocopying, recording, taping, or information recordingand retrieval systems, for any purpose but the original purchaser's personal use, without prior writtenpermission of Key System US.Trademark InformationAtlas, Atlas AVM and Atlas IIE are registered trademarks of KS Telecom.CO/Session is a registered of Triton Technologies, Inc.Dialogic is a registered trademark of Dialogic Corporation.MS-DOS is a registered trademark of Microsoft Corporation.QEMM is a registered trademark of Quarterdeck Office Systems.Rhetorex is a trademark of Rhetorex, Inc.GammaFax is a trademark of GammaLink.Key System US4910 Dyer Blvd., West Palm Beach, Florida 33407

Table of ContentsiiiTable of ContentsChapter 1: Overview of Installation and IntegrationAbout this Manual. 1-1Conventions. 1-2Evaluating the Customer . 1-2Gathering Integration Information . 1-3Designing the Basic System . 1-4Planning the Design. 1-4Sizing the System . 1-4Building the System . 1-4Installing Voice Boards . 1-5Installing Atlas AVM . 1-5Connecting Atlas AVM to a Telephone System. 1-6Integrating with the Telephone System. 1-6Installing and Configuring Fax (Optional) . 1-6System Administration Considerations . 1-6Finalizing the Installation . 1-7Chapter 2: Quick Installation GuideWhat is Atlas AVM? . 2-1Installation Procedure . 2-1Installation Steps . 2-2Chapter 3: Evaluating the CustomerGathering Information . 3-1The Customer Engineering Form. 3-1Company Information. 3-2Site Information. 3-2Telephone System Information . 3-2Telephony Applications/Features Desired. 3-2Chapter 4: Integration InvestigationIntegration Requirements . 4-1Investigation Steps . 4-2Understanding Data Packets . 4-3The Integration Form. 4-6Telephone Scenarios. 4-10Data Packet Timeout and Termination. 4-15Using a Digit Grabber. 4-16Digit Grabber Set-up Procedure. 4-17Test Procedure. 4-17Data Packet Collection . 4-17

ivAtlas AVM Installer’s ManualChapter 5: Designing the Atlas AVM SystemPlanning the Basic Design . 5-1Sizing the System. 5-2Erlang Measurement. 5-3Auto Attendant . 5-5Voicemail. 5-6Ports Required . 5-6Voice Storage . 5-7Chapter 6: Installing Voice BoardsUnderstanding Voice Boards . 6-1Voice Board Installation. 6-1Unpacking and Handling the Boards. 6-1Installing the Voice Boards. 6-1Attaching the Cables. 6-2Dialogic Voice Boards . 6-3Basic Analog Configuration. 6-4Multiple Board Configurations . 6-4Dialogic Telephone Connectors. 6-5Rhetorex Voice Boards. 6-6Rhetorex Telephone Connectors . 6-6Call Progress Tones. 6-7Tone Characteristics . 6-8Supervised Transfers . 6-8AccuCall Plus (Rhetorex only) . 6-9Setting Rhetorex Voice Boards. 6-11Chapter 7: Building the SystemEnvironmental Considerations. 7-1Power Supply Considerations . 7-1Hardware Specifications. 7-1Hard Drive Size. 7-3Chapter 8: Connecting Atlas AVM to a TelephoneSystemTelephone System Integration Definitions . 8-1Full Integration. 8-1Partial Integration. 8-1Restricted Integration . 8-2Integration Types . 8-2Serial Integration . 8-2Serial Integration with Additional Equipment. 8-3Possible Integration Features . 8-4Chapter 9: Integrating with the Telephone SystemSystem Default Configuration . 9-1

Table of ContentsvUnderstanding the Integration Screens. 9-1Parameters. 9-2Voice Board Considerations . 9-2Accessing the Integration Screens . 9-2Global Parameters . 9-2The Edit Global Parameters Screen 1. 9-5Telephone System Panel. 9-5Dialogic Control Block Panel . 9-5The Serial Port /Integration Control Panels. 9-2Port Parameters . 9-17Edit Port Telephone Parameters Screen 1 . 9-17The Sequences Panel . 9-31The Edit Port Telephone Parameters Screen 3 . 9-33Edit Port Telephone Parameters Screen 4 . 9-34The Edit Port Telephone Parameters Screen 5 . 9-36Edit Port Telephone Parameters Screen 6 . 9-37Edit Port Telephone Parameters Screen 7 . 9-38Chapter 10: Fax InstallationConfiguring the Fax Board . 10-1Setting the I/O Port Addresses . 10-1Setting the AEB Signaling. 10-2Cabling the Fax and Voice Boards. 10-2Installing the GammaFax Drivers . 10-2For Systems with More Fax Channels than Voice Board Ports10-3Configuring the AUTOEXEC.BAT File . 10-4Chapter 11: System Administration ConsiderationsSystem Administration Steps. 11-1Chapter 12: Final CutoverGlossaryIndex

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Table of FiguresFigure 2-1: Minimum Hardware Specifications. 2-2Figure 4-1: Using a Digit Grabber. 4-16Figure 5-1: Erlang Table. 5-4Figure 6-1: Cord Connections for Dialogic Boards. 6-5Figure 6-2: Rhetorex Telephone Connectors . 6-6Figure 7-1: Minimum Hardware Specifications. 7-2Figure 7-2: Suggested Hardware Configuration. 7-2Figure 7-3: Recommended Hard Drive Size. 7-3Figure 8-1: Example of Serial Integration . 8-2Figure 8-2: Serial Integration with a Voice Bridge. 8-3Figure 8-3: Example of In-Band Integration. 8-4Figure 9-1: The Passcode Entry Box on the Main Status Screen. 9-3Figure 9-2: The System Administration Menu. 9-3Figure 9-3: Global Options . 9-4Figure 9-4: The Telephone System and, Dialogic Control Block. 9-5Figure 9-5: The Telephone System and Rhetorex. 9-9Figure 9-6: The Serial Port and Integration Control Panels . 9-12Figure 9-7: The Serial Packet Separation Screens . 9-14Figure 9-8: Hex Conversion Chart . 9-16Figure 9-9: The Telephone System and. 9-18Figure 9-10: The Telephone System and Rhetorex Channel Parameters Panels . 9-25Figure 9-11: The Sequences and Message Waiting. 9-31Figure 9-12: Valid Characters for the Sequences Panel . 9-32Figure 9-13: The Control Panel. 9-33Figure 9-14: The Tone Termination (Dialogic Only) and . 9-34Figure 9-15: The Integration and In-Band Supervision Panels. 9-36Figure 9-16: The In-Band Signaling Control Panel. 9-37Figure 9-17: The Integration Data Packet Screens. 9-38

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1Overview of Installation andIntegrationAbout this ManualThe purpose of this manual is to guide you through the installation andintegration of your Atlas AVM system. This manual is intended for use bycertified Atlas AVM installers who are proficient in DOS, telephony, andvoice processing.The chapters in this manual are as follows: Chapter 1 gives a brief description of each chapter, provides asummary of installation, and explains the conventions used in thismanual. Chapter 2 is a quick guide to installation for experiencedinstallers. Chapter 3 describes evaluating the customer’s voice processingneeds and capabilities. Chapter 4 offers an overview of the Atlas AVM installation andintegration process. Chapter 5 tells how to plan the basic design of an Atlas AVMsystem. Chapter 6 describes the functions of voice boards in your AtlasAVM system and tells which models of the Dialogic and Rhetorexboards can be used. Chapter 7 gives general guidelines and recommendations forbuilding an Atlas AVM system. Chapter 8 gives suggestions for connecting Atlas AVM to yourtelephone system. Chapter 9 tells how to program the Atlas AVM integrationscreens. Chapter 10 explains how to add fax capability in your AtlasAVM system.

1-2Atlas AVM Installer’s Manual Chapter 11 covers the system administration issues that need tobe addressed as part of the installation process. Chapter 12 discusses the final steps required to make the systemoperational. Glossary IndexConventionsThis manual uses the following conventions:CONVENTIONKEY INFORMATIONlowercase xindicates a variable in a file,version, etc.ALL CAPSindicates a file or directory italics indicates a variable or placeholderBoxes Renumberexample of a ‘path’ that a user canfollow to get to a particular screenor field. indicates a keyboard commandentry such as Enter Lowercase boldused for commands or data to betyped at the keyboard Note:Information that is vital to thesuccess of a processTip:A shortcut or helpful hintCaution:Possible damage to equipmentEvaluating the CustomerBefore installing an Atlas AVM system, you need to gather informationabout the prospective customer. This will help you assess what thatcustomer needs to build a voicemail system.1. Collect pertinent information about the company.

Overview of Installation and Integration1-32. Decide which telephony features and applications the customer desiressuch as: Voicemail Auto attendant Audiotext AMIS-Analog Networking Fax3. Determine whether the customer can or does meet the hardware andsoftware requirements. (See Chapter 9, “Building the System.”)4. Use the Customer Engineering Form in Chapter 3, “Evaluating theCustomer,” as you compile information about the customer.Gathering Integration InformationIn an Atlas AVM system, integration means enabling communicationbetween Atlas AVM and a specific telephone system.Telephone systems differ, and Atlas AVM must be programmed tocommunicate with the customer’s specific telephone system. Toaccomplish this you need to gather information about the customer’stelephone system.1. Collect the telephone system information suggested on the IntegrationForm found in Chapter 4, “Integration Investigation.” This includes: Manufacturer, model, and software version Name of the person who maintains and services thetelephone system Necessary hardware for voice messaging Information about telephone system operations Data packet informationResources for doing this include the Atlas Telephone SystemCompatibility Listing, the customer’s interconnect, the telephonesystem manufacturer, and the telephone system documentation.2. Gather any other needed information through on-site testing.3. If you have affirmed that Atlas AVM can integrate acceptably with thecustomer’s telephone system, save the information you have compiledfor later use in the installation/integration process.

1-4Atlas AVM Installer’s ManualDesigning the Basic SystemPlanning the DesignYou will need to draw up a basic design from the information you haveobtained from the customer. This will lay the groundwork for the systemand help you determine sizing issues (see “Sizing the System” below).With the customer, you can help make decisions about how the overallsystem will work. The following steps will help you do this.1. Design how the Auto Attendant will handle calls. This includes: NoteCustomizing andprogramming boxes isexplained in the AtlasAVM SystemAdministrator’sManual. Designing greetings which can be set for different times(business hours vs. non-business hours), days and ports Designing the options available for transferring from theAuto Attendant2. Plan audiotext boxes in addition to the Auto Attendant. This includes: Determining the total number of audiotext boxesPlanning audio menusMapping the levels of audiotext boxes3. Determine the number of voicemail, etc. boxes needed.Sizing the SystemAfter you have calculated the number of audiotext and voicemail boxesrequired for an Atlas AVM system, you also need to determine the numberof voice board ports and the amount of disk storage required.For worksheets and information regarding sizing, see Chapter 5,“Designing the Atlas AVM System.”Building the SystemKeep in mind the following as you build your Atlas AVM system:1. Software requirements Atlas AVM installation disks DOS 5.0 or later, 6.2 recommended Fax Driver Disk (optional—available from Key System US) CO/Session 7.0 or later

Overview of Installation and Integration1-52. Hardware requirements Minimum hardware specifications (memory for CPU and ports) Suggested hardware configuration Recommended hard drive size Voice boards to handle number of ports required for the systemFor information on system requirements, see Chapter 9, “Building theSystem.”Installing Voice BoardsYou need to consider the following:1. Familiarize yourself with the voice boards Atlas AVM supports. Youcan help the customer decide which voice boards to buy based on thenumber of ports required, the number of available slots, and the costof different boards.2. Prior to installing voice boards, determine the following for yoursystem (Atlas AVM will suggest defaults during Atlas AVMinstallation): I/O port address Hardware interrupt Base memory3. Use the Rhetorex utility SHOWJUMP or the Dialogic voice boarddocumentation to determine the jumper settings for the I/O portaddress before installing the voice boards. You can do this during orafter installation of the Atlas AVM software.4. Finally, physically connect the voice board(s) to the telephone systemusing a telephone line. Determine the correct jack connection for thevoice board and make sure it matches the telephone jack connectionson the wall.For information on setting up and installing voice boards, see Chapters 6,7, and 8.Installing Atlas AVMThe following steps are required for installing Atlas AVM:2. Make sure DOS is running.

1-6Atlas AVM Installer’s Manual3. Install the voice board(s).4. Attach the hardware lock.5. Install the Atlas AVM disks.6. Install and configure CO/Session (optional).7. Create a VXNIGHT.BAT file (optional).8. Reboot the system.For information on installing the Atlas AVM software, see Chapter 10.Connecting Atlas AVM to a Telephone SystemDetermine the type of integration desired and what will be needed to completethe connection.For information on Connecting Atlas AVM to a Telephone System, seeChapter 11.Integrating with the Telephone SystemThis process involves taking the information you have collected andinputting it into the Atlas AVM installation screens.1. Refer to the Integration Form you filled out earlier as you program theAtlas AVM integration screens and parameters.2. Plan to test the integration after you have completed “SystemAdministration Procedures” below.For instructions on programming the Atlas AVM integration screens, seeChapter 12.Installing and Configuring Fax (Optional)Fax capability is an add-on feature that must be purchased separately.Install and configure a GammaFax MLCP-4/AEB board, and install andconfigure the fax drivers provided by Key System US.For more information, see Chapter 13, “Fax Installation.”System Administration Considerations

Overview of Installation and Integration1-7Now that Atlas AVM is installed and integrated with the telephonesystem, you need to instruct or assist the system administrator in thefollowing areas:1. Configuring system boxes—voicemail, audiotext, etc.2. Recording the audio portion of company greetings and other audiotextboxes.3. Testing the system. System design Integration with the telephone system(For detailed administration information, see the Atlas AVM SystemAdministrator’s Manual.)4. Training users on how to use the Atlas AVM telephone interface (canbe done by the installer or the system administrator).The Atlas AVM Pocket Reference Guide provides information onusing the telephone interface. Atlas AVM also provides a tutorialover the telephone when box owners first set up their voicemail boxes.Finalizing the InstallationNow that you have Atlas AVM installed, configured, and tested, you cantake the final steps necessary to make the system operational. These steps,called the final cut over, include:1. Connecting single line extensions to Atlas AVM.2. Programming Atlas AVM lines at the telephone switch.3. Organizing lines going to Atlas AVM into a hunt group.4. Forwarding trunk calls (outside calls) to Atlas AVM.5. Programming telephone handsets.Some of these steps may require the expertise of the customer’s telephoneinterconnect.

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2Quick Installation GuideThis chapter is an abbreviated version of Chapter 10, “Installing AtlasAVM.” For more detailed installation information, see Chapter 10.What is Atlas AVM?Atlas AVM is a DOS-based voice processing system that provides a suiteof telephony features, as well as the means of integrating with a telephoneswitch.Installation ProcedureBriefly, installing and setting up Atlas AVM involves the following:1. Installing and setting up your voice boards.2. Installing and configuring CO/Session to allow remote maintenance.3. Installing the Atlas AVM disks and configuring your voice boards.4. (optional) Creating a VXNIGHT.BAT file, a custom batch file AtlasAVM runs daily at 4:00 AM.5. Integrating with the specific telephone system, if necessary, throughthe Atlas AVM installation screens.6. Using the Atlas AVM System Administrator’s Manual to set up AtlasAVM system parameters.

2-2Atlas AVM Installer’s ManualInstallation StepsStep 1: Equipment InventoryVerify that you have all the needed equipment and software to complete atotal installation of the Atlas AVM voice processing system: A computer equipped with the hardware listed in Step 2 below DOS (version 5.0 minimum, 6.2 or later preferred) Atlas AVM installation package:- Installation disks- Hardware lock- Atlas AVM System Administrator’s Manual- Atlas AVM Installer’s Manual- Atlas AVM User Guide pamphlets (25 copies) Dialogic or Rhetorex voice board(s) Miscellaneous telephone equipment for connecting to thetelephone system.Step 2: Verify Hardware RequirementsCertain hardware specifications and configurations are required before aPC can be utilized for Atlas AVM voice processing.Component4-12 Port System16-20 Port System24 Port SystemCPU386, 486, or Pentium486DX to Pentium486DX4 to PentiumRAM4 MB8 MB12 MBBusISAISAISASpeed25-66 MHz or higher33-66 MHz or higher66 MHz or higherHard driveIDE or SCSIIDE or SCSIIDE or SCSIBIOSAMIBIOSAMIBIOSAMIBIOSPowersupply200 watt UL approved250 watt UL approved300 watt UL approvedFigure 2 -1: Minimum Hardware SpecificationsStep 3: Voice Board Setup and InstallationInstall your voice boards. Information on installing voice boards isprovided in Chapters 7 and 8.

Quick Installation Guide2-3Step 4: Attach the Hardware LockAttach the hardware lock you received with your installation disks toLPT1.Step 5: Have DOS runningYou need DOS version 5.0 or later.Step 6: Load the Atlas AVM DisksIn this step you will load the Atlas AVM software, load the voice boarddrivers, install QEMM, and configure your voice board.The following disks are included in your Atlas AVM installation package:Engine Disk 1Engine Disk 2Switch Integration DiskRhetorex Driver DiskDialogic Driver Disk 1Dialogic Driver Disk 2System Prompts Disk 1System Prompts Disk 2System Prompts Disk 3QEMM Disk 1QEMM Disk 2Fax Driver Disk (if you have purchased the optional fax capability)To begin installing, insert Engine Disk 1. Use a: install. Follow the prompts.For a complete guide to all the installation screens, see Chapter 10,“Installing Atlas AVM.”Step 7: Create VXNIGHT.BAT (Optional)Daily at 4:00 A.M. Atlas AVM offers the option of running a batch file ofyour own making. For Atlas AVM to run this file, it must be namedVXNIGHT.BAT and must be located in the Atlas directory.You can use your custom VXNIGHT.BAT file to perform automated tasksrelated to your Atlas AVM system. For example, the following wouldback up and then reboot/purge your Atlas AVM system:xcopy c:\Atlas\*.* /e/s/v g:\c:\coldboot.com

2-4Atlas AVM Installer’s ManualStep 8: Install CO/SessionCO/Session allows remote maintenance of Atlas AVM, and also willallow Key System US technical support personnel to access your AtlasAVM system if you need assistance.For more information, see Step 6, “Setting Up CO/Session,” in Chapter10.Step 9: Install Fax Capability (Optional)You can purchase optional fax capability for your Atlas AVM system. Formore information, see Chapter 13, “Fax Installation.”Step 10: Reboot the System to Verify all SettingsReboot your system and look for error messages.Your Atlas AVM system is now running on system defaults. If yoursystem is working with the default telephone system settings, refer to theAtlas AVM System Administrator’s Manual for information on port setupand programming system boxes (audiotext, voicemail, etc.).If your system is not working with the defaults, see Chapter 12,“Integration with the Telephone System,” for information on interfacingwith your specific telephone system.

3Evaluating the CustomerWhen you meet with customers who are interested in Atlas AVM,determine what their companies need to build a voicemail system.Evaluating customers’ situations and determining their needs will helpyou guide them in developing an Atlas AVM system. The final decisionsshould be based on considerations such as: Type of telephone system Telephony needs of the customer Cost of implementing everything requiredSome customers may have telephone systems that do not have voicemailcapability, especially if they have older, smaller systems. If that is thecase, the customer will need to upgrade the telephone system in order tohave voicemail. Atlas AVM requires only basic voicemail capabilitiesfrom the telephone system.Gathering InformationBegin the evaluation process by collecting information about theprospective customer and recording it on a form such as the CustomerEngineering Form given in this chapter. Use this as the basis for buildinga file on the customer.The Customer Engineering FormSome of the information you need to gather relates to your role as asalesperson; other parts relate to your role as an Atlas AVM installer.Use the descriptions below as you fill out the Customer Engineering form.

3-2Atlas AVM Installer’s ManualCompany InformationRecord the company name and address, the name of your contact person atthe company, and also the person who will make the final decisions aboutpurchasing an Atlas AVM system.Site InformationDetermine the approximate number of people who will be using voicemailand make an estimate of how many boxes this system will need. This willhelp you get a rough estimate of the size and cost of the Atlas AVMsystem.Find out how many telephone lines there are from the central office to thecompany so you will know if additional lines will be required.Telephone System InformationCollect information about the telephone system, including themanufacturer, model number, and what software

AVM system and tells which models of the Dialogic and Rhetorex boards can be used. Chapter 7 gives general guidelines and recommendations for building an Atlas AVM system. Chapter 8 gives suggestions for connecting Atlas AVM to your telephone system. Chapter 9 tells how to pr