Installation Guide Stratagy IVP8
Stratagy IVP8 General End User Information The Stratagy IVP8 Voice Processing Systems are registered in accordance with the provisions of Part 68 of the Federal Communications Commission’s Rules and Regulations. FCC Requirements Means of Connection: The Federal Communications Commission (FCC) has established rules which permit the Stratagy systems to be connected directly to the telephone network.
TOSHIBA AMERICA INFORMATION SYSTEMS, INC. (“TAIS”) Telecommunication Systems Division License Agreement IMPORTANT: THIS LICENSE AGREEMENT (“AGREEMENT”) IS A LEGAL AGREEMENT BETWEEN YOU (“YOU”) AND TAIS. CAREFULLY READ THIS LICENSE AGREEMENT.
Toshiba America Information Systems, Inc. Telecommunication Systems Division Limited Warranty Toshiba America Information Systems, Inc., (“TAIS”) warrants that this voice processing equipment (except for fuses, lamps, and other consumables) will, upon delivery by TAIS or an authorized TAIS dealer to a retail customer in new condition, be free from defects in material and workmanship for twenty-four (24) months after delivery.
Before You Install Stratagy in Strata CTX... please read and complete both sides of this checklist. This checklist only highlights important installation information. Please reference the Stratagy IVP8 or Stratagy DK Installation Guide for details on programming individual features, etc. Unless otherwise noted in these instructions, references to Stratagy apply to both the Stratagy DK (Release 3.3) and Stratagy IVP8 products.
4 'R \RX ZDQW WR DFWLYDWH WKH '66 %XV\ /DPS IHDWXUH" PDKU/BDKU cards must be installed and programmed for a DSS Console. ❐ ❐ ❐ ❐ 5 $UH \RX JRLQJ WR KDYH 60'," SMDI is required for the Call Record feature with Stratagy Release 3.3/IVP8. A BSIS card must be located close to the Stratagy. ❐ ❐ ❐ 6 Install and program serial card BSIS in the Strata CTX. Refer to the Strata CTX Programming Manual. A serial cable must be installed between the BSIS card and the Stratagy.
Before You Install Stratagy in Strata DK... please read and complete both sides of this checklist. This checklist only highlights important installation information. Please reference the Stratagy IVP8 or Stratagy DK Installation Guide for details on programming individual features, etc. Unless otherwise noted in these instructions, references to Stratagy apply to both the Stratagy DK (Release 3.3) and Stratagy IVP8 products.
4 ,V 6WUDWD '.·V '70) WRQH GHWHFWLRQ HQDEOHG" Strata DK needs to recognize Stratagy’s DTMF signaling. ❐ ❐ Make sure an RRCS is installed on the DK424i/DK424/DK280 RCTU, a K5RCU, K5RCU2 or K4RCU3 in the DK40i/DK40/DK16e/DK16, or CRCU in the DK24/DK56/DK96.
Contents Introduction Organization...........................................................................................................................................iii Conventions............................................................................................................................................iii Related Documents/Media .....................................................................................................................
Contents Chapter 3 – Maintenance Toshiba Plug and Play .................................................................................................................... 21 Telephone System Configuration ................................................................................................... 22 Stratagy System Configuration....................................................................................................... 24 Busy Station Identification ......................................
Introduction This Installation Guide introduces you to the Stratagy IVP8 Voice Processing System and serves as a supplement to the Stratagy I&M Manual. All information concerning the Stratagy IVP8 is contained in this document. Applicable references can be found in the Stratagy I&M Manual. Organization • Chapter 1 – The Grand Tour gives you a general description of the Stratagy IVP8’s capabilities and basic operations. Features exclusive to the Stratagy IVP8 are described in detail.
Introduction Related Documents/Media Conventions Description “Press” Indicates entry of a single key. For example: Type prog then press Enter. Plus (+) Shows a multiple PC keyboard or phone button entry. Entries without spaces between them show a simultaneous entry. Example: Esc+Enter. Entries with spaces between them show a sequential entry. Example: # + 5. Tilde (~) Means “through.” Example: 350 ~ 640 Hz frequency range. ➤ Denotes the step in a one-step procedure. ➤ Denotes a procedure.
The Grand Tour 1 The Stratagy IVP8 voice processing circuit card (shown at right) supports up to eight ports, and installs in selected card slots of a Strata CTX or Strata DK Base or Expansion Cabinet/Key Service Unit (KSU). Each Stratagy IVP8 has been preprogrammed at the factory for out-of-box (plug-and-play) operation on the Strata CTX. This includes the KSU integration and configuration parameters, default station (extension number) User ID mailboxes, and company greeting and instructions.
The Grand Tour Hardware 6027 Backplane Connector J4 Side View Flash Drive Status Light Port LEDs Port 2 Port 1 Strap Front View Port LEDs Figure 1 Stratagy IVP8 Hardware Components Internal Modem The Stratagy IVP8 has an internal (soft) modem that operates at up to 2400 baud and can be used for remote maintenance.
The Grand Tour Software Status Light The status light indicates the state of the Stratagy IVP8: Status LED At boot-up: No power Power-on, self-test Failed self-test. The port LEDs indicate which test(s) failed: Port LED Green Test Failed Off Blinking Amber Red 1 DRAM 2 RTC 3 EEPROM 4 EPROM Checksum 5 Flash Drive 6 Integration Processor Green 7 DSP #1 While system is operational: System is operational. Green with Blinking Amber System is operational and hard drive is active.
The Grand Tour Software Main Menu The Stratagy Admin Main Menu (shown below with sample data) differs from the standard Stratagy Main Menu in only these ways: • The Tools utility replaces the Filecopy option. The Filecopy option is available from the Tools menu. • A Quit function is added. • KSU time displays when this feature is enabled or the Stratagy IVP8’s own system time (standard, daylight savings) when it is disabled. Quit function is only available in the Stratagy Admin software. KSU Time added.
The Grand Tour Software Users Menu – Options Screen You should note the differences between the Stratagy IVP8’s User Menu – Options screen (shown below with sample data) and the Options screen supported by the other Stratagy systems: • The DSS Port field replaces the Alternate Rate feature that is not available with the Stratagy IVP8. See “DSS Port” on page 5 for details. • The Message Volume feature, although displayed on the screen, is not supported by the Stratagy IVP8.
The Grand Tour AMIS Networking AMIS Networking As more advanced features have been added to the DOS®-based Stratagy systems, memory management has become a critical issue in software development. Because of this, TAIS/TSD looks toward feature interaction as a way to create more operating system memory when developing new features. With the addition of the Call Record feature to the DOS-based products with Release 3.
The Grand Tour Exclusive Stratagy IVP8/Stratagy DK Features Exclusive Stratagy IVP8/Stratagy DK Features Parameters Because of the unique nature of the interaction process between the Stratagy IVP8 and Strata CTX or Strata DK, three parameters are used exclusively with the Stratagy IVP8 (see Table 3 on page 25 for the definitions and settings for these parameters). • console_slot_id – identifies the PDKU slot. Stratagy IVP8 monitors the Direct Station Select (DSS) for Busy Station Identification.
The Grand Tour Exclusive Stratagy IVP8/Stratagy DK Features 8 Stratagy IVP8 Installation Guide 01/02
2 Installation Before starting the installation, read through these instructions thoroughly. Important information is included in this guide that is crucial to a successful installation. Step 1: Unpack and Inspect Stratagy IVP8 1. When you receive the system, examine all packages carefully and note any visible damage. If you find any damage, do not open the packages. Contact the delivery carrier immediately and make the proper claims. 2. Check the items contained in the packages against the packing list.
Installation Step 2: Program Strata Step 2: Program Strata Strata CTX Systems To the Strata CTX processor, the Stratagy IVP8 functions as an analog card (RSTU). Although there are some special program settings required for the Stratagy IVP8 (e.g., DSS/BLF feature), the Strata CTX should be programmed just as it would for any external voice mail system that is to be connected to it. Important! The Strata CTX may need to be reset to initialize some Strata programming assignments.
Installation Step 3: Shut Down Strata CTX/Strata DK Strata DK Systems Note The following instructions are based on the Stratagy IVP8 being installed in a pre-existing Strata DK. If the Strata DK is a new installation, see First-time Programming in Chapter 1 – Overview of the Strata DK Programming Manual for more information. To the Strata DK processor, the Stratagy IVP8 functions as an analog card (RSTU). Although there are some special program settings required for the Stratagy IVP8 (e.g.
Installation Step 4: Install Stratagy IVP8 Step 4: Install Stratagy IVP8 Strata CTX Systems CAUTION! See cautions under Step 1 on page 9 before proceeding. 1. Locate the proper slot for the Stratagy IVP8. (IVP8 can be installed in any Strata CTX slot.) 2. Insert the card into the appropriate slot, and apply firm, even pressure to ensure proper mating of connectors (CTX100 shown at right). 6037 CAUTION! Do not hit the board for proper seating. This can damage the Stratagy IVP8 components.
Installation Step 4: Install Stratagy IVP8 Table 1 Stratagy IVP8 Slot Assignments DK424i/DK424 Note For the DSS/BLF feature, the Stratagy IVP8 must reside in a higher-numbered slot than the PDKU card that the Stratagy IVP8 monitors (see Figure 2 on page 14). Install the card in a universal slot starting with slot 12 (if a PDKU or PEKU is in slot 11) or slot 13 (if a RSIU is in slot 11). Important! Do not install the Stratagy IVP8 in slots 27, 28, 31, 37, 38, 47, 48, 51, 57, 58, 67, 68, 71, 77, or 78.
Installation Step 5: Restart Strata CTX/Strata DK and Verify Stratagy IVP8 is Functioning Properly Stratagy IVP8 in Odd Number Cabinet Stratagy IVP8 in Even Number Cabinet Cabinet 1 R11 RCTU S11 S12 S13 S14 S15 S16 R11 RCTU S11 S12 S13 S14 S15 S16 S_1 S_2 S_3 S_4 S_5 S_6 S_7 S_8 S_1 S_2 S_3 S_4 S_5 S_6 S_7 S_8 Cabinet 2 S_1 S_2 S_3 S_4 S_5 S_6 S_7 S_8 Stratagy IVP8 Cabinet 3 PDKU PDKU S_1 S_2 S_3 S_4 S_5 S_6 S_7 S_8 Cabinet 4 S_1 S_2 S_3 S_4 S_5 S_
Installation Step 7: Install Stratagy Admin Software (VSA.3x) Step 7: Install Stratagy Admin Software (VSA.3x) Important! Stratagy Admin Release 3 software is only supported by the Stratagy IVP8, Stratagy Flash and the Stratagy DK Release 3 and cannot be used with other Release 2 systems. Note Loading the Stratagy Admin software can be done before/after connecting the Stratagy Admin PC to the Stratagy IVP8.
Installation Step 8: Connect Stratagy Admin PC to Stratagy IVP8 Step 8: Connect Stratagy Admin PC to Stratagy IVP8 Communication between the Stratagy Admin PC and the Stratagy IVP8 is accomplished by one of two methods: local or remote. Stratagy IVP8 uses the serial Port 2 by default to communicate with the Stratagy Admin PC (see Figure 1). This setting can be changed using the admin_port parameter in the Stratagy System Configuration file (see Table 3 on page 25 for detailed information).
Installation Step 8: Connect Stratagy Admin PC to Stratagy IVP8 Remote Connection Remote communication with the Stratagy IVP8 requires the installation of a modem on the Stratagy Admin PC (if a modem does not already exist). The Stratagy IVP8 comes equipped with an internal modem of 2400 baud and does not require any additional equipment. A 9600 baud external modem can also be used for remote connection with the Stratagy IVP8.
Installation Step 9: Configure Stratagy Admin Software Step 9: Configure Stratagy Admin Software Settings for the communication port in Stratagy Admin must match the corresponding parameters set in the Stratagy System Configuration file on the Stratagy IVP8. For example, the Stratagy Admin PC serial port settings made in the Serial Port field of this procedure must be identical to the serial port definitions (i.e.
Installation Step 9: Configure Stratagy Admin Software Table 2 Stratagy Admin PC Configuration Fields Field Description/Default Advertising string that displays when the Main Menu screen blanks after a specified number of minutes of inactivity (per tmo_blank parameter in the install.cfg file). Advertising Possible values: 60-character string. The single quotes are required. Default: ‘Stratagy ADMIN’ System log file name.
Installation Step 10: Access Stratagy IVP8 Step 10: Access Stratagy IVP8 Prior to accessing Stratagy IVP8, verify that Stratagy IVP8 is operational by making a test call into the system. Note Menu screens detailed in this section are available only in Stratagy Admin version VSA.2G or later. 1. From the DOS prompt (C:\ADMIN3), type: admin and press Enter. The Stratagy Admin screen displays.
Installation Step 11: Configure Stratagy IVP8 Manual Dialing Mode 1. Press Enter to go to the Manual Dialing Mode screen. 2. Go off-hook on the standard telephone and dial the telephone number. Once connection is made to the Stratagy IVP8 external modem, a carrier tone is heard. 3. Press Enter. Stratagy Admin synchs up to the modem. A message reading Connection established appears briefly on the screen and the Main Menu displays.
Installation Step 11: Configure Stratagy IVP8 Change Toshiba Plug and Play Option 1. From the Tools menu, press 5. 2. From the Toshiba Plug and Play screen, enter the number of the selection. 6046 The Stratagy IVP8 utility automatically defines the telephone system dial codes and tone patterns, system integration patterns and default mailboxes for the specific telephone system. 3. When the process is complete, press any key to reboot. The DOS prompt displays. 4. To continue, re-enter Stratagy Admin.
Installation Step 11: Configure Stratagy IVP8 Modify Codes and Integration Patterns 1. From the Tools menu, press 4. The Telephone System Configuration screen displays. 2. From the Telephone System Configuration screen, press 1. The Telephone System Dial Codes screen displays (shown right). 4079 ...or 2. The System Integration Patterns screen displays (shown right). 4668 3. After making the change(s), press ESC. The Telephone System Config screen displays. 4.
Installation Step 11: Configure Stratagy IVP8 CAUTION! Take care when making changes and then restarting Stratagy IVP8. In some cases, if invalid information has been entered, Stratagy IVP8 may not reboot correctly. (See “Automatic System Recovery” on page 42 for information on files created during an unsuccessful restart.) SMDI Serial Integration SMDI integration is required to provide the capability to recognize Calling Party Identification (ANI) and for the KSU time feature.
Installation Step 11: Configure Stratagy IVP8 Table 3 Stratagy IVP8 System Configuration Parameters – Definitions and Settings Parameter accept_0_calling_id Description Specifies whether Stratagy should accept 0 as valid mailbox number. If the parameter is set to “false,” SMDI packets that include 0 for the “forwarding from station number” (forwarded call SMDI packets) or for the “calling station number” (direct call SMDI packet) are not accepted.
Installation Step 11: Configure Stratagy IVP8 Table 3 Stratagy IVP8 System Configuration Parameters – Definitions and Settings (continued) Parameter Description Stratagy IVP8 monitors the Busy Lamp Field (BLF) indicators on the Strata CTX/ Strata DK’s DSS console port to determine if an extension is busy before attempting to transfer. This parameter corresponds with the DSS Port field assignment in the Users Option Menu of a User ID.
Installation Step 12: Program the Mailboxes Busy Station Identification To use this feature you must configure the console_slot_id and dss_active parameters, program the DSS Port field (see Step 12: “Program the Mailboxes” on page 27), and install/program a PDKU as the DSS console (see “Busy Station Identification” on page 7). ➤ To configure the feature in Stratagy 1. Set the dss_active parameter to TRUE. 2. Configure the DSS Port field on the User Menu – Options screen for each mailbox.
Installation Step 13: Program the Applications Night Transfer Alternate Routing The KT( ) token is used by the Night Transfer Alternate Routing feature. The feature monitors the DSS/BLF console’s Night Transfer key in order to activate the KT( ) token for alternate routing applications. Stratagy IVP8 cannot be programmed to monitor the Night Transfer key when programmed on a telephone only DSS Console. However, a Night Key can be programmed on both a telephone and DSS Console.
Installation Step 13: Program the Applications SMDI Calling Party Identification The Strata CTX/Strata DK telephone system only provides the Stratagy IVP8 with incoming Calling Party ID via SMDI integration. Data messages or packets are sent into the system to provide information concerning the type of call and the calling party ID. Note When configuring the Stratagy IVP8 for SMDI, make sure both the Stratagy IVP8 and the telephone system are configured concurrently.
Installation Step 14: (Optional) Shut Down Stratagy IVP8 System Step 14: (Optional) Shut Down Stratagy IVP8 System The restore_config parameter defaults to true in the Stratagy System Configuration file (see Chapter 3 – Configure Stratagy in the Stratagy R3 I&M Manual) and enables the Automatic System Recovery process. The Stratagy IVP8 uses the Automatic System Recovery process (see page 42) to restore the last known good configuration if it encounters a problem on restart.
Maintenance 3 The Stratagy Admin software provides the utility and diagnostic programs to maintain and monitor the Stratagy IVP8 system.
Maintenance Tools Tools This section discusses the Tools menu (shown below). For the Telephone System Configuration, Toshiba Plug and Play, and Stratagy System Configuration options, see Step 11: “Configure Stratagy IVP8” on page 21 for details.
Maintenance Tools Backup Utility The Stratagy IVP8 Backup Utility is used to back up information from the Stratagy IVP8 flash drive to the hard drive of the Stratagy Admin PC. CAUTION! Because of possible errors that can be induced through the telephone network, Toshiba advises that you perform the Backup Utility on site. Backup functions are available for either a customer’s database or mailbox names and greetings, or both.
Maintenance Tools Back up the Database(s)/Names/Greetings 1. From the Tools menu, press Enter. 2. From the Backup screen (shown at right), enter the selection number. A second screen requesting a backup directory displays. 3. The directory defaults to 3234 C:\ADMIN3\BACKUP on the Stratagy Admin PC. If you want the back up to be stored in a different directory, type over the default. Press Enter. We recommend that the new directory name represent the site that is being backed up.
Maintenance Tools 6. If your Stratagy Admin PC’s hard drive has enough available disk space, press Y to backup the files 3236 ...or if not, press N to cancel the backup procedure. 7. Press Y to continue. CAUTION! If Stratagy IVP8 is not rebooted, all ports remain in an off-hook condition. 8. When the backup is complete, press Y to reboot Stratagy IVP8. The Stratagy Admin PC returns to the C:\ADMIN3 DOS prompt.
Maintenance Tools Important! This selection restores the entire database and all names and greetings. You cannot restore selective mailboxes. 3239 Before the restore starts, Stratagy Admin calculates the time the process takes and displays a status message (sample shown at right). 5. Press Y to restore the files ...or N to cancel the procedure. 3236 6. Press Y to continue. CAUTION! If Stratagy IVP8 is not rebooted, all ports remain in an off-hook condition. 7.
Maintenance Tools Retrieve Trace File This function copies the trace data log file (TRACE.OUT) to the Stratagy Admin PC’s hard drive. As part of this function, a Trace Filter Setup screen (see Figure 5 on page 38) enables you to specify the filtering rules for selecting the desired trace records. After Stratagy Admin filters the trace data, it decodes and expands the data into readable records containing the information requested by you in the Trace Filter Setup screen.
Maintenance Tools Trace Filter Setup Screen 3248 Figure 5 Trace Filter Setup Screen with System Defaults The following fields appear on the screen: Categories Categories/classes of the traced records. Use the spacebar to toggle between Yes for inclusion of data or No for exclusion. Detail system information. Detail Since this information is very detailed and complex, it is only useful for advanced technical personnel trying to debug the system.
Maintenance Tools Time To Ending date and time for trace data. Enter in dd/mm/yy hh:mm:ss format. Channels List Channel numbers. When no numbers are entered, all channels are included in the output. Mailboxes List When this parameter is used, only mailbox activities (log in, log out, message delivery, pickup, message delete, etc.) are displayed in the trace output. This option is useful when only mailbox activities need to be monitored.
Maintenance Shut Down Stratagy IVP8 Shut Down Stratagy IVP8 Occasionally you need to shut down, or exit, Stratagy IVP8 call processing. Circumstances include: • Turning power off to perform hardware maintenance • Moving the system to another location CAUTION! Never shut Stratagy IVP8 down by turning off the Strata CTX/Strata DK’s power. Doing so may corrupt the system files that are in use and damage the hard disk.
Maintenance Shut Down Stratagy IVP8 3. Enter the new security code (the default is ) and press . All inactive channels are taken off-hook. All active channels are given a 60 second time delay to complete processing the current activity. After 60 seconds, they are disconnected and the system shuts down. Note The Stratagy IVP8 is completely shut down when the status light is Out and all port LEDs are On. Important! For security reasons, you should change the default security code.
Maintenance Automatic System Recovery Automatic System Recovery The Stratagy IVP8 Release 3 software has a new feature called Automatic System Recovery. If an unsuccessful startup is detected by the program, the system copies the problem files to a subdirectory and restarts using the last successful startup files (i.e., Stratagy IVP8 batch and configuration files, and mailbox database).
Maintenance Diagnostics STRATAGY.LOG Stratagy IVP8 contains a file named STRATAGY.LOG that is written to every time the Stratagy IVP8 system properly shuts down and successfully boots up. If a Stratagy IVP8 system is turned off without a proper shutdown, there may be file corruption. A startup without a shutdown preceding it in the STRATAGY.LOG is the first indication.
Maintenance Upgrading Stratagy IVP8 Voice Ports Upgrading Stratagy IVP8 Voice Ports Upgrading the number of voice ports on the Stratagy IVP8 does not require any hardware. Please call Customer Service with the following information: • • • • • • Dealer Name and Number Order Number Dealer Contact and telephone number Site telephone number Stratagy IVP8’s modem telephone number, if different from the site telephone number Stratagy IVP8 system’s password The port upgrade is activated by Toshiba remotely.
Index A F about this guide conventions, iii organization, iii related, iv accessing Stratagy IVP8, 20 local, 20 remote direct dialing mode, 20 manual dialing mode, 21 admin_port parameter, 25 automatic system recovery, 31, 42 features busy station identification, 7, 27 night transfer alternate routing, 7, 28 Stratagy IVP8 system time, 7, 27 filecopy, 39 hardware status light, 3 voice port status lights, 3 I B backup utility, 33 busy station identification, 7, 27 C calling party identification, 29 co
Index N~V N night transfer alternate routing, 7, 28 P parameters admin_port, 25 console_slot_id, 7, 25, 27 dss_active, 7, 26~27 ksu_time, 7, 26~27 pbx_type, 26 trace_cap, 26 pbx_type parameter, 26 portable/desktop computer, 16 program application, 27 mailboxes, 27 Strata DK, 10 Q quit function, 4 R remote access direct dialing mode, 20 manual dialing mode, 21 restart Stratagy IVP8, 41 restore utility, 35 S shut down Strata DK, 11 Stratagy IVP8, 40 shut down procedure via telephone set, 40 slot assignme
Toshiba America Information Systems, Inc. Telecommunication Systems Division 9740 Irvine Boulevard, Irvine, CA 92618-1697 http://telecom.toshiba.
