Toshiba DK Admin, DK Backup manual Maintain Customer File, For a New Customer

Maintain Customer File ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––

For a New Customer

➤To quickly use DKAdmin with a new installation of Strata DK

1.Create a new customer record, using the Maintain Customer File option from the File Menu.

2.Select the newly created customer, using the Select Customer option from the File Menu.

3.Program the customer DK data, using the ACD Administration Section and Program Administration Section options from the Administration Menu.

4.Dial the Strata DK, using the Dial DK option from the File Menu, or connect the DKAdmin PC directly to the Strata DK (see Appendix A – Connecting to Strata DK ).

5.When the DKAdmin PC first connects to the Strata DK, verify that the selected customer processor is the same type installed in the DK system. Highlight the Check Processor Type option in the Administration Menu and press Enter. Enter the applicable DK code. The Strata DK sends the processor type and version to the DKAdmin PC.

6.Initialize the Strata DK processor PCB by running Program 91-9 from the Initialization Programs option located in the Program Administration Menu (this option will interrupt service and drop all calls).

Note If initializing from a remote location, the DKAdmin PC must be connected to the Strata DK via modems as shown in Figure 18 on Page 132 only.

7.Restore (upload) the new data to the customer’s Strata DK, using the Restore option (F2) and (F4) from the Backup/Restore Data option in the Administration Menu.

Maintain Customer File

Using this option, you can insert a new customer, review and update a customer’s information, delete a customer or upgrade a customer’s processor.

Note In the procedures for upgrading a customer’s processor, the word “original” describes the existing processor and “new” describes the upgraded processor.

➤To access the Maintain Customer File option

1.Type m and the Customer List displays (shown right).

The list shows each customer’s ID, name, assigned directory, and the last date the customer’s Strata DK data was downloaded and uploaded. If upgrading a processor, you should always create a new customer,

selecting the “original” processor (e.g., RCTUA,B, C/D, E/F) and the original software release (1, 2, 3 or 4).

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