Setting up account codes | Toshiba Release 4.0 instruction

Setting up account codes _______________________________

This section describes how to set up your Strata CS system to use account codes.

Setting general account code options

To set up the general behavior of account codes in your system, choose Tools > Account codes. The Account Codes dialog box opens.

1.Under Default inbound mode and Default outbound mode, choose the account code modes that you want to be the defaults for new users. The default is “Stations with no users assigned”. You can always change a user’s account code modes.

The account code modes are as follows:

n Optional non-verified.The user is not prompted to enter account codes. If the user does enter an account code by pressing *11, it is not checked against the list of valid account codes.

n Optional verified. The user is not prompted to enter account codes. If the user does enter an account code, it is checked against the list of valid account codes. If the account code is invalid, the user is prompted to enter it again.

n Forced non-verified.The user is prompted to enter an account code when placing an outbound call. The account code is not checked against the list of valid account codes. This option is available for outbound mode only.

n Forced verified. The user is prompted to enter an account code when placing an outbound call, and the account code is checked against the list of valid account codes. If the account code is invalid, the user is prompted to enter it again. This option is available for outbound mode only.

2.Use the Collect account code before dialing number check box to specify when the account code prompt occurs during the dialing of an

CHAPTER 10. USING ACCOUNT CODES

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Toshiba Release 4.0 manual Setting up account codes, Setting general account code options

Contents

Administrator Manual Publication Information Contents Managing Trunks and Spans Managing Users and Stations Managing Workgroups Handling Inbound Calls System Prompts Extending Strata CS Appendix E. Using Performance Counters Overview of Upgrading and Configuring Strata CS Welcome to Strata CS Significant Strata CS features What’s New in Strata CS New features in Toshiba Strata CS 4.0 include the following Beta Document Preliminary & Confidential Beta Document Preliminary & Confidential What’s automatically upgraded Miscellaneous new features Before you begin Changes in Strata CS from version 2.1 to 3.0 or laterMore information Changes in Strata CS 3.0 or later Configuring Strata CS for the first time Where to get help Strata CS documentationStrata CS includes the following documentation Document Printed Online Book Your Strata CS providerPage Strata CS Administrator Linking computers and phones About the Strata CS Administrator Logging on to the Administrator Administrator interface Users Dialing ServicesWorkgroups Trunks Working in views MaintenanceIVR Plug-Ins IP Gateways Using commands in a view Using the Administrator toolbarNew Workgroup Create a new workgroup Create a new auto attendant Performing basic actions in the Administrator Creating itemsTo create a new item that is based on an existing item Renaming items Deleting itemsCopying and pasting items Customizing columns Using the audio controls Working with voice filesChanging the voice file format Changing audio output Importing and exporting voice filesPage Strata CS Licenses Entering licenses About Strata CS licenses To enter your Strata CS Server license To enter all other license types Removing licenses To remove all licenses To remove the Server licenseVerify that you have removed all other licenses Page Defining System Settings About system settings Customizable settingsEmergency. Use to configure emergency dialing options Server Configuration Changing Windows NT/2000 registry settingsGeneral tab Rerecording voice prompts No events. This is the default. No notifications are sent Windows Event Log notificationsSelect one of the following from the drop-down list Business Hours Defining business hours and holidays To define business hours and holidays Beta Document Preliminary & Confidential Logging internal calls Call Log tabArchiving the Call Log To log internal calls as well as external calls To archive Call Log information Disk usage Storage tab Moving voice files Allocating disk space Defining special access codes Dialing tabTo move voice message files Setting dialing timeouts Using standard 911 service with Strata CS Using extended 911 service with Strata CSEmergency tab To set emergency dialing options How emergency numbers are handled Beta Document Preliminary & Confidential Other tab Setting dial-by-name directory options Presenting a confirmation menu before voice mail Setting up Microsoft Exchange synchronization Exchange Server Mailbox Permissions To set up Microsoft Exchange synchronization for a user Setting the minimum password length Managing Trunks and Spans Trunk types About trunks Naming trunks Adding trunksMonitoring trunks Deleting trunks Configuring trunks Matching trunk settings with your phone companyInbound and outbound calls and hunt groups ANI/DID digit collection Routing inbound calls on a trunkPlacing outbound calls on a specific trunk Collecting ANI/DID digits Setting up fax routing Using did with Robbed Bit T1 linesUsing did with analog lines Customizing fax routing Trunks view About digital and Internet spans Adding an analog trunk Setting up digit collection on an analog trunk Trunks view, select the trunk To collect digits on an analog trunk Configuring signaling using the Robbed Bit T1 Experimenter Adding a digital Robbed Bit T1 spanAdding the Robbed Bit T1 span in the Trunks view Beta Document Preliminary & Confidential Using a signaling template To enter trunk defaults for a span Entering trunk defaults for a span Adding a digital Isdn or CAS span Adding a digital Isdn BRI span To set your Isdn parameters Optimizing your Isdn settings Enabling Isdn Megacom support Adding an Internet span Modifying Strata CS IP codecs To modify Strata CS IP codecs GSM .0 kbs To change an IPLink board parameter Fine-tuning your IP connection Beta Document Preliminary & Confidential Page Managing Users and Stations Users view ExtensionStation Mail Usage TitleGreeting Usage Disk Usage Configuring a system without an Operator Admin and Operator usersAbout users and roles Users Understanding personal Operators Setting up workgroups for the OperatorHow callers are transferred to Operators Changing the Operator’s extension from Where to set user options Setting user optionsRoles Described in detail in this chapter Adding a user at the telephone About adding a user Adding a user in the User dialog box Identifying the user Adding a user by using a template Assigning an extension Assigning a station ID Linking users and phones Assigning a did number Setting up a personal operator Creating a passwordEditing a user’s Client settings Choosing a language for telephone prompts Recordings tab Allocating space for voice messagesAllocating space for recorded greetings and voice titles Setting up call recording To enable synchronizationEnabling Microsoft Exchange Server synchronization Notifications tab Setting pager notification Setting e-mail notification Scheduling notifications Defining a schedule for e-mail and pager notification To add a schedule entry To set up a custom time rule Setting up custom time rules Click OK to add the custom date Call Handling tab To turn on call forwarding Setting up call forwarding Issues with forwarded calls on Call forwarding and voice mail Mobile phone issues with forwarded callsForwarding calls over Centrex/PBX trunks Listing a user in the dial-by-name directory Phone tab Activating features for Class phones Setting the number of seconds to ring the phone Padding extensions sent as caller ID on internal callsSending Dtmf digits to stations Activating features on Toshiba digital phone Hands free answering Secondary Directory Number parameters Dialing tab To set dialing permissions Global dialing permissions Setting account code modes Other settings Permissions tab Individual permissions and roles By default, Strata CS creates the following two roles To create a new role New Role Other tab Other tab contains user options for hands-free mode Recording the new user’s voice title and greeting Managing usersHelping new users get started After you create a new user, do the following Updating users’ mail, greeting, and disk usage totals Moving a userDeleting a user Adding a station Managing stationsSupported phones Supporting different types of Class phones Viewing station activity Visual message waiting indicator information Managing Workgroups About Workgroups Using the General tab Creating a WorkgroupWorkgroups view Using the Dialing tab Adding a voice title Assigning a did number to a workgroupTransferring unanswered calls Listing workgroups in the dial-by-name directoryPage Managing Outbound Calls About dialing services Dialing service typesSee Adding an Internet-to-Phone Number service on Using routing services to manage other dialing services Default dialing service Dialing Services view How you can use dialing services Hiding dialing services in the Client Deleting or disabling a dialing service Tips on access codes and names for services Access codesUsing dialing services to install and troubleshoot trunks Disabling dialing services while creating them How Strata CS uses access codes Updating phone numbers after changing an access codeAvoiding dialing ambiguities Setting default access codes for ringbacks Creating a dialing service with access codeWhere the default access codes appear Adding a Phone Number dialing service Beta Document Preliminary & Confidential Adding a Centrex/PBX Extension service Beta Document Preliminary & Confidential Adding an Internet Address service Adding an Internet-to-Phone Number service Beta Document Preliminary & Confidential Adding an Internet-to-Centrex/PBX Extension service Trunks tab Beta Document Preliminary & Confidential Location Settings tab Codecs tab To change the codecs used by a dialing service Dialing Exceptions tabClick the Codecs tab Do not need to specify dialing exceptions Beta Document Preliminary & Confidential To import dialing exceptions Exporting and importing dialing exceptions Permissions tab To set dialing service permissions An example of how to set dialing service permissions Beta Document Preliminary & Confidential Following numbers are allowed Routing services How you can use routing services An example of routing rules Processing phone numbers received from the Client Applying permissions in routing services Adding a routing service Beta Document Preliminary & Confidential Routing Rules tab Use this rule under the following conditions Add a new routing rule Execute the following action Adding new routing variables Defining patterns to match the dialed digits To add a routing variable Click Variables on the Routing Rules tab seeClick Add. The Routing Variable dialog box opens Characters Digits placed in the new number Defining a new number for a routing rule 1NxxNxxxxxx 16173540600 Nxx5-11 567891011 Page Handling Inbound Calls Route calls to an automatic call distribution ACD workgroup About call routing Handling Inbound Calls About auto attendants Using auto attendants What callers hear Default Auto Attendant Description Auto Attendants view Creating a new auto attendant Setting up an auto attendant Description. Information that describes the auto attendant Defining menu choices Transfer to user User loginSend to voice mail Play message Key To add or modify a menu choice Beta Document Preliminary & Confidential Click the Advanced tab Menu choice Variable Name Variable Value These fields as follows Scheduling transfers and greetings Action Action that will be performed To schedule transfers or greetings Beta Document Preliminary & Confidential To set up hold music for an auto attendant Setting up hold musicDeleting auto attendants Auto Attendant dialog box, click the Hold tab Analog trunk Routing calls directly to a userRobbed Bit T1 Span Internet span Routing calls to workgroups Page Using Account Codes About account codes Setting general account code options Setting up account codes Setting a user’s account code modes To set a user’s account code modes Creating a text file of valid account codes Formatting the text file Using wild card characters Setting general account code options on Using a verbal account code promptHow users enter account codes To use the verbal account code prompt instead of the beep Viewing account codes in the Call Log Generating account code reportsIndicating the end of an account code Monitoring & Backing UP About monitoring and backing up your Strata CS system Monitoring station activity Using the Device Monitor Logged Name of the user currently logged in at the station Monitoring trunk activity Enabling and disabling trunks StatusOut Restarting stations or trunks To restart a station or trunkDo one of the following Starting a new Server log Using the Call Log Answered By FromFrom Number To Number Supervised transfer. a supervised transfer ResultMessage From Device Displaying a specific number of Call Log entries Monitoring database and disk usage Exporting the Call LogBacking up Strata CS To perform an offline backup of the Strata CS database To perform an online backup of the Strata CS databaseTo perform an offline backup of the Strata CS voice files Restoring Strata CS data To restore the Strata CS database from an online backup To restore the Strata CS database from an offline backupTo restore voice files from an offline backup Shutting down the Strata CS Server Moving a Strata CS Server to another machineViewing the Windows Event Log Strata CS-related Windows Event Log messages Error No Voice Resource Available Error Dssql ErrorDevice # Restarted Inbound call detected on outbound trunk # Error Strata CS Server Restarted Informational Started Strata CS Mail ServerNo loop current detected on outbound trunk n Error Error Failed to Stop Device Handle ##Error Unable to open device ## Error Unable to delete temporary message file for device ## T1 alarms Error Unable to start IVR Plugin License count exceededError Insufficient licenses ## Reporting problems Using the Maintenance Log view Problem report package To e-mail a problem report package Using the Problem Report Wizard Reporting Strata CS Server problems Reporting a problem with a specific call or voice messageTo report a Strata CS Server problem Reporting distributed problems Reporting workstation application problemsTo report a workstation application problem To report a distributed problem Call record from the Call Log on the Server Page System Prompts System Prompts view About system promptsFile name Text Controlling the prompt display Managing system promptsPlaying system prompts Comment Importing system prompt text Exporting system prompt textExporting and importing system prompt audio files Changing the encoding format of system prompts Recording options Recording system promptsAbout the sentence file About the .VAP and .VOX files Recording process Recording system prompts professionallySelecting a voice American English .VAP and .VOX files are located Using the standard Strata CS voices Testing the recorded promptsProviding a script for the vendor Recording over system prompts yourself Default location isDeploying the new prompts Recording over .VOX files Recording over the .VAP file Testing the new promptsTo record over a prompt System Prompts view, double-click the prompt name To use the Sentence Tester Testing system prompts 12-11 Localizing the telephone commands Configuring Internet Telephony Support About IP telephony and Strata CS Placing calls to H.323 terminals such as NetMeetingInternet telephony requirements Placing calls to Net Meeting from the Strata CS Client Placing calls to Net Meeting from a Strata CS phoneIP address Calling Strata CS from H.323 terminals such as Net Meeting Calling a Strata CS Server from Net Meeting Calling a Strata CS did number from Net MeetingStart NetMeeting Enhancing a Web page with a Call Us! button Using Windows 2000 Phone Dialer as an H.323 terminal Placing calls involving a remote Strata CS Server Connecting two Servers using IP Gateways Overview of creating an IP Gateway connection Using the IP Gateway Configuration WorksheetReceiving Internet calls from a remote Strata CS Server Codec use with IP Gateway connections Creating an IP Gateway Illustration of an IP Gateway IP Gateways view Creating an IP Gateway PasswordRemote Address Remote Add Comments to further identify the IP Gateway To set up an IP Gateway Calling Strata CS extensions on the remote Server Creating IP Gateway dialing services 13-14 Placing phone calls through the remote Server Immediately connecting to dial tone on the remote Server Placing Centrex/PBX calls through the remote Server Creating Gateway users to unify two Strata CS Servers When you configure two Servers in this way, users can Dial any user’s extension directly, without an access code Overview of IP Gateway usersBefore creating IP Gateway users To create an IP Gateway user Using Contact PINs with IP Gateway users Fine-tuning your IP connection Extending Strata CS About extending Strata CS In-band signaling applications Extending Strata CS with off-the-shelf applicationsTapi applications Extending Strata CS with third-party devices Sending call type and extension number to a device Type of call Dtmf digits sent 14-7 Strata CS SDK To install the Strata CS SDK Installing the Strata CS SDKFollow the instructions in the Strata CS SDK Setup window Strata CS SDK Application Programming Interfaces Developing IVR Plug-ins with a telephony toolkit IVR Plug-in sample programs Device Status API IVR Plug-in licensingDevice Status sample program Client API Strata CS Configuration Settings Strata CS Server registry settings About Strata CS configuration settings \Server\Settings\ EmptySentItemsFolder Default path is empty string Mail Default is 0 no time-out NumLogs Default is 10000 bytes TruncateRecordings Strata CS Workstation applications registry settings Current User Settings String value specifying the user’s extension Default isString value specifying the user’s station ID Default is \Client\Client\App Local Machine Settings \Client\TSP\Logon Locale definitions Strata CS Server language locale settingsStrata CS currently uses the following locale codes English Defining custom tones Example Defining a disconnect detection tone Disabling Dialogic devices Create a string value under Settings named DisableDevices To disable Dialogic devices in the Windows NT/2000 registryTo connect a fractional T1 or E1 line to Strata CS Create the following key if it does not already exist Dialogic device names Dialogic voice board device namesSave the changes to the registry Board Board ID Channel Dialogic Internet telephony board device names Dialogic modular station interface MSI device names VoiceBoard settings Dialogic voice board settings Make interval for valid loop pulse detection Off-hook Delay. Period after off-hook, duringMinimum DTI Off. Minimum time required Between ring-received events VoiceBoard channel settings Dxchdtinitset Dword value for Dtmf detection edge select Default is Dxchmfmode \Server\DTIBoardn\GlobalCall E1 and T1 board settings \Server\BRIBoardn\ISDN Isdn Megacom service settings Default is 1 Mdmf format MSI station board settingsDefault is 20 1000 milliseconds Default is 6 300 milliseconds Using the Strata CS Settings program To use TVSettingsLogging Viewing current values Changing key values Modifying other supported Strata CS settings Default value is 30 seconds Database\ConnectionTimeout Default value is Server\AllowGatewayUserLogin Default value is 60000 milliseconds Default value is 180000 milliseconds Default value is 12000 milliseconds Default value is 6000 millisecondsDefault value is 1800 milliseconds System\MinClientBuild Page Starting Strata CS from the command line Command Line Options Password=password IP Gateway Configuration Worksheet To Server IP Gateway Configuration Worksheet Name Type From Server Access To Server IP Gateway Page Using Quicknet and E-TEL with Strata CS Using Quicknet hardware with Strata CS Using Quicknet with Internet SwitchboardSetting up Quicknet to dial Strata CS Appendix D. Using Quicknet and E-TEL with Strata CS Using a Preferred address to dial extensions directly To make a Gateway preferred Setting up the Strata CS IP address as a Hot Line Setting up Quicknet to connect to Strata CS Creating the Gateway Beta Document Preliminary & Confidential Transferring and handling calls with a Quicknet phone Eliminating access code conflicts Calling a Quicknet card from Strata CS Forwarding your calls to a Quicknet phoneImportant note about Quicknet Hot Lines See , Configuring Internet Telephony Support in Strata CS Using the Strata CS Client with a Quicknet cardFor More Information Contacting Quicknet Setting up a FreeRide phone to connect to Strata CS Using an E-tel FreeRide IP phone with Strata CS Click Settings and Support My Phone Number, enter your Strata CS extension Beta Document Preliminary & Confidential Transferring and handling calls with a FreeRide phone Tel contact information Page Using Performance Counters Viewing performance counters in Windows NT/2000 Strata CS performance counters Appendix E. Using Performance Counters Beta Document Preliminary & Confidential Glossary Tor ActiveX Control Also called control Analog Trunk Also called analog line Application Programming Interface API Also called APIAutomatic Number Identification ANI Also called ANI Call Announcing Also called call screening, screening a call Business Communications Platform BCP Also called BCP Call Center Agent Also called agent Call Pursuit Also called follow me serviceCall Control Also called call handling Call Detail Recording CDR Also called call accounting, CDR Central Office CO Also called CO Call Routing Also called routing a call Channel Service Unit CSU Also called CSU Channel Associated Signaling CAS Also called CAS Competitive Local Exchange Carrier Clec Also called Clec Computer Telephone Integration CTI Also called CTIComputer Telephony CT Also called CT See also T-1 p. G-24 Dialed Number Identification Service Dnis Also called Dnis Digital Signal Processor Also called DSP Dialogic SCBus Device Also called SCBusDigital Trunk Also called digital line Dual Tone Multi-Frequency Dtmf Also called Dtmf Direct Inward Dial did Also called did Fax-On-Demand Also called fax-back Grab-and-Hold Greeting Also called hold greeting Hold Audio Also called hold music Graphical User Interface Also called GUI Integrated Services Digital Network Isdn Also called Isdn Recognition ASR, IVR, speech recognitionInternet Protocol Also called IP Internet Service Provider Also called ISP, service provider Phony, Voice Over IPLocal Exchange Carrier Also called ILEC, LEC Modular Station Interface Also called MSI Microsoft Windows NT Server Also called NT Server Network Interface Card Also called NIC Multi-Frequency Also called MF Plain Old Telephone Service Also called Pots Parking a Call Also called call parkPersonal Information Number Also called contact PIN, PIN Public Switched Telephone Network Also called Pstn Primary Rate Interface Also called PRIPrivate Branch Exchange Also called PABX, PBX Redundant Array of Inexpensive Disks Also called RAID Remote Access Server Also called RASRegional Bell Operating Company Also called Rboc Remote Office/Branch Office Also called Robo GLOSS-22 Strata CS Administrator Manual Small Office/Home Office Also called Soho Tapi Service Provider Also called TSP Telephony Application Programming Interface Also called Tapi Unified Messaging Also called integrated messaging GLOSS-27 Page Index To an auto attendant, 9-2to an IVR Plug-in,9-2 Types supported For caller IDDisabling Digital spans Folders, working with Follow me call forwarding, ??-6-27 Internet-to-Phone Number dialing service, adding Indicator, visual message waiting IntegratingUsing command line arguments, C-1 IP Gateways view, 2-5IP network Codecs for Adding Customizing trunk disconnect tones, A-12permissions Permissions, dialing services Dialing timeouts, 4-12disk spaceAudio outpub over your computer speakers, 2-11audio output Shortcut menu Station ID Spanish language prompts, 4-4spans, digital Disconnect tones, customizing, A-12 DidMoving, 6-42Operator Converting, 12-3,12-4