Toshiba Release 4.0 manual Configuring Strata CS for the first time

nCustom data easier to use. Custom data items are now centrally defined in the Administrator so that it’s easy to see a list of all custom variables that can be associated with calls.

nMiscellaneous new features and changes. n Five-digit extensions are now supported

nExtensions and station IDs are automatically suggested when creating new users

nPersonal Status has replaced Do Not Disturb (DND)

n

n

Call Rules replace People Rules and Smart DND

In the Client, Extensions view replaces User view

Wherever possible, Strata CS 3.x settings are upgraded seamlessly to work with new Strata CS features.

Configuring Strata CS for the first time ____________________

When you are configuring your Strata CS system for the first time, you must complete the following tasks, which are explained in detail in the remainder of this manual:

1.Add licenses.

To configure Strata CS, you must first enter the license codes that your system requires. See “About Strata CS licenses” on page 3-2.

2.Configure system settings.

For more information, see “About system settings” on page 4-2.

3.Configure your trunks.

In addition to physically connecting your trunks, you must define them in the Trunks view in the Administrator in order to use them, and configure the trunk behavior. This is true for every kind of trunk—analog, T1, E1 or Internet. See “Adding trunks” on page 5-3.

4.Create users.

Define your Strata CS users, assign them stations, extensions and passwords, record their voice titles, set up their voice mailboxes and define their permissions. See “About adding a user” on page 6-7.

5.Set up outbound call handling.

See Chapter 8, “Managing Outbound Calls.”

6.Set up call routing for inbound calls.

You can have calls sent to an operator or directly to users via direct inward dial (DID) without going through the main auto attendant. See

CHAPTER 1. OVERVIEW OF UPGRADING AND CONFIGURING STRATA CS 1-9

BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL