Toshiba STRATA CIX IP Attendant Console User guide


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Toshiba STRATA CIX IP Attendant Console User guide | Manualzz

Telecommunication Systems Division

CIX IP Attendant Console

User Guide

November 2007

®

Publication Information

Toshiba America Information Systems, Inc., Digital Solutions

Division, reserves the right, without prior notice, to revise this information publication for any reason, including, but not limited to, utilization of new advances in the state of technical arts or to simply change the design of this document.

Further, Toshiba America Information Systems, Inc., Digital

Solutions Division, also reserves the right, without prior notice, to make such changes in equipment design or components as engineering or manufacturing methods may warrant.

CIX-UG-IPATT-VA

Version A.3, November 2007

© Copyright 2006, 2007

Toshiba America Information Systems, Inc.

Digital Solutions Division

All rights reserved. No part of this manual, covered by the copyrights hereon, may be reproduced in any form or by any means—graphic, electronic, or mechanical, including recording, taping, photocopying, or information retrieval systems—without express written permission of the publisher of this material.

Strata is a registered trademark of Toshiba Corporation.

Stratagy is a registered trademark of Toshiba America

Information Systems, Inc.

Trademarks, registered trademarks, and service marks are the property of their respective owners.

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. USE OF ANY

SOFTWARE OR ANY RELATED INFORMATION (COLLECTIVELY, “SOFTWARE”) INSTALLED ON OR SHIPPED WITH A TAIS TELECOMMUNICATION SYSTEMS PRODUCT OR OTHERWISE MADE

AVAILABLE TO YOU BY TAIS IN WHATEVER FORM OR MEDIA, WILL CONSTITUTE YOUR ACCEPTANCE OF THESE TERMS, UNLESS SEPARATE TERMS ARE PROVIDED BY THE SOFTWARE

SUPPLIER. IF YOU DO NOT AGREE WITH THE TERMS OF THIS LICENSE AGREEMENT, DO NOT INSTALL, COPY OR USE THE SOFTWARE AND PROMPTLY RETURN IT TO THE LOCATION

FROM WHICH YOU OBTAINED IT IN ACCORDANCE WITH APPLICABLE RETURN POLICIES. EXCEPT AS OTHERWISE AUTHORIZED IN WRITING BY TAIS, THIS SOFTWARE IS LICENSED FOR

DISTRIBUTION THROUGH TAIS AUTHORIZED CHANNELS ONLY TO END-USERS PURSUANT TO THIS LICENSE AGREEMENT.

1. License Grant. The Software is not sold; it is licensed upon payment of applicable charges. TAIS grants to you a personal, non-transferable and non-exclusive right to use the copy of the Software provided under this License Agreement. You agree you will not copy the Software except as necessary to use it on one TAIS system at a time at one location. Modifying, translating, renting, copying, distributing, printing, sublicensing, transferring or assigning all or part of the Software, or any rights granted hereunder, to any other persons and removing any proprietary notices, labels or marks from the

Software is strictly prohibited except as permitted by applicable law; you agree violation of such restrictions will cause irreparable harm to TAIS and provide grounds for injunctive relief, without notice, against you or any other person in possession of the Software. You and any other person whose possession of the software violates this License Agreement shall promptly surrender possession of the

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2. Intellectual Property. You acknowledge that no title to the intellectual property in the Software is transferred to you. You further acknowledge that title and full ownership rights to the Software will remain the exclusive property of TAIS and/or its suppliers, and you will not acquire any rights to the Software, except the license expressly set forth above. You will not remove or change any proprietary notices contained in or on the Software. The Software is protected under US patent, copyright, trade secret, and/or other proprietary laws, as well as international treaties. Any transfer, use, or copying of the software in violation of the License Agreement constitutes copyright infringement. You are hereby on notice that any transfer, use, or copying of the Software in violation of this License Agreement constitutes a willful infringement of copyright.

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DISCLAIM ALL WARRANTIES WITH REGARD TO THE SOFTWARE, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE WARRANTY OF NON-INFRINGEMENT OF THIRD

PARTY RIGHTS, THE WARRANTY OF YEAR 2000 COMPLIANCE, AND THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THE ENTIRE RISK AS

TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE IS WITH YOU. NEITHER TAIS NOR ITS SUPPLIERS WARRANT THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE WILL MEET

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SOFTWARE IS FURNISHED IS FREE FROM DEFECTS IN MATERIAL AND WORKMANSHIP UNDER NORMAL USE FOR A PERIOD OF NINETY (90) DAYS FROM THE DATE OF DELIVERY TO

YOU.

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OTHER PECUNIARY LOSS OF ANY KIND ARISING OUT OF THE USE OR INABILITY TO USE THE SOFTWARE, EVEN IF TAIS OR ITS SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF

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THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO SUCH LIMITATIONS OR EXCLUSIONS MAY NOT APPLY TO YOU. THIS LIMITED WARRANTY GIVES YOU

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United States Department of Commerce prior to export. Any export, directly or indirectly, in contravention of the United States Export Administration Regulations, or any other applicable law, regulation or order, is prohibited.

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9. United States Government Restricted Rights. The Software is provided with Restricted Rights. The Software and other materials provided hereunder constitute Commercial Computer Software and

Software Documentation and Technical Data related to Commercial Items. Consistent with F.A.R. 12.211 and 12.212 they are licensed to the U.S. Government under, and the U.S. Government’s rights therein are restricted pursuant to, the vendor’s commercial license.

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AGREEMENT, ORAL OR WRITTEN, OR ANY OTHER COMMUNICATION RELATING TO THE SUBJECT MATTER OF THIS LICENSE AGREEMENT.

Toshiba America Information Systems, Inc.

Telecommunication Systems Division

9740 Irvine Boulevard

Irvine, California 92618-1697

United States of America

DSD 020905

5932

Toshiba America Information Systems, Inc.

Telecommunication Systems Division

End-User Limited Warranty

Toshiba America Information Systems, Inc., (“TAIS”) warrants that this telephone equipment manufactured by

Toshiba (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, except as otherwise provided by TAIS in the TAIS warranty accompanying the products or posted on TAIS’s website. Products which are not manufactured by Toshiba but are purchased from Toshiba, will be subject to the warranty provisions provided by the equipment manufacturer, unless TAIS notifies the end-user of any additional warranty provisions in writing.

This warranty is void (a) if the equipment is used under other than normal use and maintenance conditions, (b) if the equipment is modified or altered, unless the modification or alteration is expressly authorized by TAIS, (c) if the equipment is subject to abuse, neglect, lightning, electrical fault, or accident, (d) if the equipment is repaired by someone other than TAIS or an authorized TAIS dealer, (e) if the equipment’s serial number is defaced or missing, or (f) if the equipment is installed or used in combination or in assembly with products not supplied by TAIS and which are not compatible or are of inferior quality, design, or performance.

The sole obligation of TAIS or Toshiba Corporation under this warranty, or under any other legal obligation with respect to the equipment, is the repair or replacement of such defective or missing parts as are causing the malfunction by TAIS or its authorized dealer with new or refurbished parts (at their option). If TAIS or one of its authorized dealers does not replace or repair such parts, the retail customer’s sole remedy will be a refund of the price charged by TAIS to its dealers for such parts as are proven to be defective, and which are returned to TAIS through one of its authorized dealers within the warranty period and no later than thirty (30) days after such malfunction, whichever first occurs.

Under no circumstances will the retail customer or any user or dealer or other person be entitled to any direct, special, indirect, consequential, or exemplary damages, for breach of contract, tort, or otherwise. Under no circumstances will any such person be entitled to any sum greater than the purchase price paid for the item of equipment that is malfunctioning.

To obtain service under this warranty, the retail customer must bring the malfunction of the machine to the attention of one of TAIS’ authorized dealers within the applicable warranty period and no later than thirty (30) days after such malfunction, whichever first occurs. Failure to bring the malfunction to the attention of an authorized

TAIS dealer within the prescribed time results in the customer being not entitled to warranty service.

THERE ARE NO OTHER WARRANTIES FROM EITHER TOSHIBA AMERICA INFORMATION SYSTEMS,

INC., OR TOSHIBA CORPORATION WHICH EXTEND BEYOND THE FACE OF THIS WARRANTY. ALL

OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY,

FITNESS FOR A PARTICULAR PURPOSE, AND FITNESS FOR USE, ARE EXCLUDED.

No TAIS dealer and no person other than an officer of TAIS may extend or modify this warranty. No such modification or extension is effective unless it is in writing and signed by the Vice President and General Manager, Telecommunication Systems Division.

Contents

Introduction

Conventions ........................................................................................................................vi

Related Documents/Media................................................................................................ vii

Chapter 1 – The Grand Tour

Attendant Keys.....................................................................................................................3

Numeric Keypad ...............................................................................................................3

Special Function Keys ......................................................................................................4

Function and Volume Keys ..............................................................................................4

Ringing On/Off Controls ..................................................................................................5

Views and Controls..............................................................................................................6

Call Monitor View............................................................................................................6

Menu Bar ..........................................................................................................................7

Toolbars ............................................................................................................................7

Info Bar.............................................................................................................................8

Status Bar..........................................................................................................................8

Chapter 2 – Call Processing

Login .................................................................................................................................9

Answering Incoming Calls ................................................................................................10

Prompts ...........................................................................................................................11

Releasing a Call .................................................................................................................11

Making a Call.....................................................................................................................12

Call Completion..............................................................................................................13

BLF/DSS Dialing............................................................................................................14

Strata CIX IP Attendant Console 11/07

i

ii

Contents

Chapter 3 – User Directory

Directory Dialing ............................................................................................................16

Show Department/Show All ...........................................................................................17

Hold....................................................................................................................................17

Call Transfer ......................................................................................................................18

Blind Transfer.................................................................................................................18

Conference Calls ................................................................................................................19

Joining and Splitting a Call.............................................................................................19

Switching Between Source and Destination Parties.......................................................20

Paging ................................................................................................................................21

Call Pickup.........................................................................................................................22

Call Door Phones ...............................................................................................................23

Door Unlock.......................................................................................................................24

Call Park.............................................................................................................................25

Status..................................................................................................................................26

Messages Tab.....................................................................................................................28

Message Waiting Light...................................................................................................29

Contacts Tab ......................................................................................................................31

Chapter 3 – User Directory

User Directory Dialog........................................................................................................34

Directory Lists ................................................................................................................36

Chapter 4 – Control Panel

Control Panel View............................................................................................................38

Prompts Tab....................................................................................................................41

Feature Keys Tab ............................................................................................................42

Chapter 5 – Call Statistics

Call Statistics View............................................................................................................44

Chapter 6 – Administration

Administration View..........................................................................................................48

Admin Tab ......................................................................................................................48

Primary/Alternate Tab ....................................................................................................50

User & Dept. Tab............................................................................................................51

Strata CIX IP Attendant Console 11/07

Contents

Chapter 6 – Administration

BLF Network Control Tab..............................................................................................52

Answer Priority Tab .......................................................................................................53

BLF Sorting Tab .............................................................................................................54

Backup Log Files ...............................................................................................................55

Strata CIX IP Attendant Console 11/07

iii

This page in intentionally left blank.

Introduction

This guide is designed to provide instructions for the Strata CIX IP Attendant Console connected to Toshiba’s Strata CIX system. It provides step-by-step instructions on how to use the features and buttons of the Attendant screens.

This user guide is divided as follows:

Chapter 1 – The Grand Tour includes information on the Strata CIX IP

Attendant Console keyboard, the Main Menu, Toolbar, and other features for the

Console.

Chapter 2 – Call Processing explains how to perform the most commonly-used

features, including answering, calling, and transferring calls.

Chapter 3 – User Directory explains how the Attendant can view and make

changes to the user directory that lists employees and groups.

Chapter 4 – Control Panel provides descriptions and instructions for making

console settings. These settings include the console Night Transfer Mode, Setting

System Date and Time, Call Forwarding, Call Overflow and other settings affecting how calls are handled during or after your shift.

Chapter 5 – Call Statistics explains how to display, print and export the Console’s

call statistics.

Chapter 6 – Administration describes various administrative features which

affect the console’s capabilities.

Appendix – Call List describes call status terms and reasons that appear in the

Call List view.

Strata CIX IP Attendant Console 02/06

v

vi

Introduction

Conventions

Conventions

Conventions

Note

Important!

CAUTION!

Extension Number

Arial Bold

+

Tilde (~)

³

³

Description

Elaborates specific items or references other information.

Within some tables, general notes apply to the entire table and numbered notes apply to specific items.

Calls attention to important instructions or information.

Advises you that hardware, software applications, or data could be damaged if the instructions are not followed closely.

Press to answer a call to the Extension Number. Each station can have multiple extension buttons. Incoming calls ring the extension button(s) from the top down. For example, station

10's extensions ring 10-1 first, then 10-2, 10-3, and 10-4. A station is considered busy when all extensions are being used.

Note

The naming convention for DKT assignments within

Toshiba is Directory Numbers. For clarity and ease of understanding, the terms Extension Number and

Phantom Extension Number will be used in this document in lieu of PDN and PhDN.

Represents keys on the keyboard.

shows a multiple PC keyboard or telephone button entry.

Entries without spaces between them show a simultaneous entry.

Example: Delete+Enter.

Entries with spaces between them show a sequential entry.

Example:

#

+

5

.

Means “through.” Example: 350~640 Hz frequency range.

Denotes the step in a one-step procedure.

Denotes a procedure.

Strata CIX IP Attendant Console 02/06

Introduction

Related Documents/Media

Conventions

See Figure 10

Description

Start > Settings > Printers Denotes a progression of buttons and/or menu options on the screen you should select.

Grey words within the printed text denote cross-references. In the electronic version of this document (Library CD-ROM or

FYI Internet download), cross-references appear in blue hypertext.

Related Documents/Media

Note

Some documents listed here may appear in different versions on the

CD-ROM or in print. To find the most current version, check the version/date in the Publication Information on the back of the document’s title page.

Refer to the following for more information:

• Strata CIX IP Attendant Console Quick Reference Guide

• Strata CIX IP Attendant Console Installation Manual

• Strata CIX IP Attendant Console Application and Documentation Library on CD-

ROM

For

authorized users,

Internet site FYI ( http://fyi.tsd.toshiba.com

) contains all current

Strata CIX documentation and enables you to view, print and download current publications.

Strata CIX IP Attendant Console 02/06

vii

Introduction

Related Documents/Media

viii

Strata CIX IP Attendant Console 02/06

The Grand Tour

1

This chapter describes the Strata CIX IP Attendant Console, menu options and keyboard. It provides general instructions for PC keyboard operations and for navigating through the screens and dialog boxes.

The PC for the console is designed to handle all call activity within a single screen. All calls appear in a single list. The CIX IP Attendant Console enables an Attendant to manage console settings, maintain a user directory, and make administrative changes.

Calls are marked with icons to show the current status.

To make call handling as simple as possible, only the applicable features (tools) are offered on-screen.

Note

Your console may not have all of these features enabled. See your System

Administrator to find out which features are available on your console.

Strata CIX IP Attendant Console 11/07

1

The Grand Tour

The Strata CIX IP Attendant Console is provided on a PC with Microsoft

®

Windows

®

2000 operating systems. It connects to the Strata CIX processor via the LAN as a

Customer Supported Telephony Application (CSTA). It also connects internally to an

IP station port for the speech path. The console consists of the following items:

• Pre-installed CIX IP Attendant Console software application

• Keyboard

• Special Attendant Keyboard stickers (CTX-KL-ATCON-VA). See

“Attendant

Keys” on pages 3 ~

4

for sticker placement.

• Mouse

• PC Soundcard Headset

The Strata CIX system supports up to two Attendant Consoles. Multiple consoles automatically share the incoming call load on a call-by-call rotation basis. Features such as Overflow, Position Busy, and Interposition Call Transfer add to the efficiency of single or multiple console applications.

2

Strata CIX IP Attendant Console 11/07

The Grand Tour

Attendant Keys

Attendant Keys

Numeric Keypad

Num

Lock

#

/

Hold/

Retrieve

7

PRS

Home

4

GHI

8

TUV

5

JKL

9

WXY

Pg Up

6

MNO

Answer

Transfer

(Blind)

+

Some keys have multiple functions.

For example, press this key to Answer a call.

Then, you can press this key to Blind Transfer the call.

PC K

EY

Minus (–)

Plus (+)

Enter

Del

1

End

0

Ins

2

ABC

3

DEF

Pg Dn

.

to VM

Del

Release

Transfer

(Supv.)

Enter

A

TTENDANT

K

EY

Hold/Retrieve

Answer

Transfer (Blind)

Release

Transfer (Supv.)

Transfer to VM

6204

D

ESCRIPTION

Hold or Retrieve a call

Answer or Blind Transfer.

Release or Supervised Transfer.

Voice Mail Transfer.

Strata CIX IP Attendant Console 11/07

3

4

The Grand Tour

Attendant Keys

Special Function Keys

Dial

Insert

Source

Del

Home

Join/

Split

End

Next

Tab

Pg Up

Dest

Pg Dn

6205

PC K

EY

INSERT

Pg Up

Del

End

Pg Dn

A

TTENDANT

K

EY

Dial

Next Tab

Source

Join/Split

Dest

D

ESCRIPTION

Brings up the dial menu (you can then use the arrow keys to select a dialing option).

Navigation tool that starts with the Call List View, then moves from tab to tab. (See “Tabs” in the Call Monitor

View shown on page 6

.)

Connects to the source party.

Joins calls in a conference call; splits three-way conference.

Connects to the destination party.

Function and Volume Keys

Help

F1

F1

F11

F12

PC K

EY

A

TTENDANT

K

EY

Help

Vol Up

Vol Dn

Vol Up

F11

Vol Dn

F12

6310

D

ESCRIPTION

Displays the help topic.

Increases the handset or the ringer volume.

Decreases the handset or the ringer volume.

Strata CIX IP Attendant Console 11/07

The Grand Tour

Attendant Keys

Note

If you place all the key stickers on your keyboard, you will have some leftover stickers. These are for frequently used features that you can program onto keys

F2

~

F10

, such as Page, Call Pickup, Park, Park Page, and Door Unlock. See

“Feature Keys Tab” on page 42 .

Up

Left Right

6334

Down

A

RROW

K

EYS

Up

Down

Left

Right

D

ESCRIPTION

Navigates upward to different entries.

Navigates downward to different entries.

Navigates to the left.

Navigates to the right.

Ringing On/Off Controls

K

EYS

Ctrl + R

Ctrl + T

D

ESCRIPTION

Turns the Headset Speaker Ring On

Turns the Headset Speaker Ring Off

Note

The above two controls take effect on the next ring cycle of the next call.

Ctrl + Z

Turns the PC Internal Speaker Ring On

Ctrl + X

Turns the PC Internal Speaker Ring Off

Strata CIX IP Attendant Console 11/07

5

The Grand Tour

Views and Controls

Views and Controls

The View Pane contains icons for Call Monitor, User Directory, Control Panel, and

Administration views. Clicking an icon activates the corresponding work area view.

Call Monitor View

This view is used for controlling calls. It lists all current calls and has a toolbar for easy call control. The bottom portion of the screen has tabs for changing the lower window to items important to the Attendant. (See the window shown below).

Menu Bar

Info Bar

Toolbar Icons

6

View

Pane

Icons

Call

Monitor

Tabs

Status Bar

Call Status

icons

Call Attributes

(See Appendix for definitions)

Call List

Directory

Notes about the user highlighted in the Directory.

7709

Strata CIX IP Attendant Console 11/07

The Grand Tour

Views and Controls

Menu Bar

The menu bar for the CIX IP Attendant consists of the Console, Call, Directory,

Statistics, Messages, View, and Help menus.

Toolbars

The toolbar contains icons for call handling (shown below). It is another option for performing many of the keyboard or menu functions. The icon name appears when you place your cursor over a icon.

Call Handling Toolbar Icons

Release

Consult Transfer

Blind

Transfer

Source

Destination

Dial

Dial dropdown menu

Answer

Hold

Join

Voice Mail

Transfer

Split

Optional Toolbar Icons

The call monitor toolbar may also contain the following optional icons:

Paging

Pickup

Door

Phone

Set Msg

Waiting

Add New

User

Backup

Log Files

6311

Click arrows for menu options

Unlock

Door

Park

Cancel Msg

Waiting

Reconnect

Database

6312

Strata CIX IP Attendant Console 11/07

7

8

The Grand Tour

Views and Controls

Call Statistics Toolbar Icons

Date or Date Range to include in a statistics report in the Excel format.

ExportToExcel

Prints the call statistics for a specific date or a range of dates.

6331

Info Bar

The Info Bar is on the top of Call List View. The Info Bar displays the number of incoming calls at the moment, LCD message and the last Park Orbit number.

Status Bar

This provides a quick overview of the console’s status settings on the bottom of your

screen. For more information, see “Status” on page 26 .

Strata CIX IP Attendant Console 11/07

Call Processing

2

Many of the calling features in this chapter take advantage of the “hot” keyboard.

When you start typing the name or extension number of an individual, the Strata CIX

IP Attendant Console begins the dialing process or searches for a match in the directory for the person being dialed.

Login

1. To login, double click on the Strata CIX IP Attendant Console icon

....or click on the icon in the Microsoft Windows Start menu bar

...or select Start > Programs > Strata CIX IP Attendant > Strata CIX IP Attendant

Console.

2. Select User ID.

3. Type the password (default is empty), press Enter or click OK.

Strata CIX IP Attendant Console 11/07

9

Call Processing

Answering Incoming Calls

Answering Incoming Calls

³

To answer the highest ringing call, press

Answer

(+) key on the keyboard

...or click the

Answer

icon

...or double click on the entry.

Num

Lock

7

PRS

Home

4

GHI

1

End

0

Ins

#

/

Hold/

Retrieve

Hold/

Retrieve

8

TUV

5

JKL

9

WXY

Pg Up

6

MNO

Answer

Transfer

(Blind)

+

Answer/

Transfer

(Blind)

2

ABC

3

DEF

Pg Dn

Release

Transfer

(Supv.)

.

to VM

Del

Enter

Release/

Transfer

(Supervised)

6204

Transfer to Voice Mail

10

Press the Answer key.

The call with the “sounding” bell will be answered. This is based on priority settings.

7707

Once a call is answered, that call is marked with the

Source Call

icon and is colored green while connected to the Attendant.

Strata CIX IP Attendant Console 11/07

Call Processing

Releasing a Call

³

To answer a specific call

³

Highlight the call using the Up/Down arrows on your keyboard, then press

Answer

...or double click on the call to answer.

³

To make notes about the current call

³

Press Next Tab or click the Prompt/Notes tab, then click in the text area with your cursor and type notes (shown below). The notes disappear when you disconnect.

The Prompt/Notes tab is where you enter notes about the current call.

6428

Prompts

³

To use answering Prompts, click the Prompts/Notes tab and answer according to the on-screen prompt. (Example: “Toshiba America, Telecom Division.”)

If prompts have been entered, they appear on-screen (in the Prompts/Notes tab section, see above) when a call comes in that fits the prompt criteria. Prompts may remind you how to answer for a particular line, line group, or entire company.

There are two requirements to create prompts: One, prompts must be entered in the

Control Panel, Prompts tab. Two, in Administration, on the Admin tab, “Activate

Line Prompt” must be checked.

Releasing a Call

³

While on an active call, press

Release

(Enter) on the keyboard

...or click the

Release

icon

...or select Call > Release.

Strata CIX IP Attendant Console 11/07

11

12

Call Processing

Making a Call

Making a Call

³

To dial using the keyboard

³

Type the number on the numeric keypad, press

Release/Transfer

(Enter) on the keyboard.

Note

If the console is idle when you dial, the view changes to the Directory tab view.

³

To dial a number from an on-screen dial pad

1. Press

Dial

(Insert) key

...or click the

Dial Pad

icon down arrow, the select the Dial Pad

...or select Call > Dial > Dial Pad.

2. Enter the number, click

Dial

.

³

To redial the last number

³

Press

Alt

+

C

, press

L

, then select the dialed number

...or click the

Dial

icon down arrow, select one of the recently dialed numbers at the bottom of the menu.

³

To dial a number from call history

1. Press

Alt

+

C

, press

L

...or select Call > Dial > Caller ID List. A list of recently received calls displays.

The list shows calling numbers, the time of the calls, and whether each call was answered or abandoned.

2. Select a number, press

Dial

.

Strata CIX IP Attendant Console 11/07

Call Processing

Making a Call

³

To dial a speed dial number

1. Press

Alt

+

C

, press

L

, then select Speed Dial

...or click the

Dial

icon drop-down arrow, select Speed Dial.

...or select Call > Dial > Speed Dial.

The console’s Speed Dial numbers display.

2. Select a Speed Dial number, click OK.

Call Completion

Call Completion codes are options for when you encounter busy or Do Not Disturb

(DND), or other conditions that prevent you from completing a call. These codes enable you to override these conditions or to use another method to reach someone.

³

To complete a call using Call Completion Codes, enter the number on your keypad that corresponds with the desired code described below.

Call Completion Codes

5

7

3

4

1

2

N

UMERIC

K

EYPAD

B

UTTON

D

ESCRIPTION

Always set the ring mode to Tone First or override a busy/DND call.

Set the ring mode to Voice First always or override a busy/DND call.

Intrude into a busy/DND call (ExecOverride).

Set callback on a busy or ringing call.

Perform manual Off-hook Call Announce (OCA) or set the ring mode to

Voice first always or override a busy/DND call.

Set Message Waiting light on other phone.

...or

³

Click Call > Call Completion, then select Tone/Voice, Busy Override, Executive

Override, Call Back, or Set Message Waiting/Cancel Message Waiting.

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13

Call Processing

Making a Call

BLF/DSS Dialing

The Busy Lamp Field/Direct Station Selection (BLF/DSS) tab provides a list of users, their extensions, and telephone status (icons). You can make calls from this tab.

1. Press

Next Tab

on the keyboard to select the BLF/DSS tab.

2. Use the up or down arrows on the keyboard to select an individual.

3. Press the Enter key on the keyboard (not the numeric keypad) or double click on the individual that you want to call.

...or

1. Click the BLF/DSS tab.

2. Press the Enter key on the keyboard or double click on an entry

...or select an entry, then double click on the individual that you want to call.

14

Current

BLF/DSS

Click to view additional

BLF/DSS lists

Status icons indicate these calling conditions.

Station Idle

Station Busy

Station DND or “Not attached to the local system”

Station Idle with Advisory Message

Station Busy with Advisory Message

Station DND with Advisory Message

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Call Processing

Making a Call

Note

If your CTX telephone system is networked to another CTX system (using R1.2 or later software), you can see BLF/DSS information for all users. When using versions prior to CTX 1.2, vacant stations and pilot numbers on a remote networked system appear in DND status. With R1.2 and higher, these stations will appear idle on the BLF.

³

To make a consultation transfer from the BLF/DSS tab

1. With a connected call, click on the destination party. Your console shows

“Announce” and you can announce the call.

2. Press

Transfer

(

Enter

) on the keyboard to send the call to the destination party.

³

To perform a blind transfer from the BLF/DSS tab

³

With a connected call, double-click on the destination party. The call immediately leaves the console and calls the destination.

Note

You can customize the order of the names from the User Directory. See

Chapter

3 – User Directory for more details.

Number of BLF tabs

The number of BLF tabs that appear on your screen varies according to the display setting on your PC (see below):

Display Setting

600 x 800

1024 x 768

1152 x 864

3

5

7

Maximum Number of BLF Tabs

Strata CIX IP Attendant Console 11/07

15

16

Call Processing

Making a Call

Directory Dialing

The Directory tab lists the names, extensions, status, Voice Mail (VM) box, and additional phone numbers of everyone in the directory. The information in the

directory is entered from the User Directory (see Chapter 3 – User Directory ). It is

stored in the CIX IP Attendant Console Database.

The status icons are the same as the BLF/DSS. There’s also a field for Notes (far right, not shown) on each entry.

1. Press

Next Tab

on the keyboard to select the Directory tab or after answering a call, begin entering the name or number.

2. Use the up or down arrows on the keyboard to select an individual.

3. Press

Release/Transfer

(Enter) key on the keyboard.

...or

1. Click the Directory tab (shown below).

2. Double click on an entry or select an entry and press

Release/Transfer

(Enter) on the keyboard.

Note

If you dial a number that your console is not permitted to use, “Invalid” displays in the grey area above “Name.”

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Call Processing

Hold

Show Department/Show All

1. Click Show Department to view the directory by department or Show All to view individual listings. Departments are created in the Administration view.

2. Click the “+” in front of the Dept. Name to display department members

...or while in Dept. View, type the Dept. Name. Department members display.

Hold

³

To hold a call

³

To put the current call on hold, press

Hold/Retrieve

...or click on the

Hold

icon. You can also select an active call in the call list, then select Call > Hold.

³

To retrieve a held call

³ Highlight call to be retrieved, press

Hold/Retrieve

...or highlight the call to be retrieved, then double-click on the call in the call list

...or highlight the call to be retrieved, select Call > Hold/Retrieve/Return.

...or click the

Hold

icon again.

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17

18

Call Processing

Call Transfer

Call Transfer

Blind Transfer

Blind transfer is when you perform an immediate transfer without announcing the call to the destination party.

³

While on an active call, dial the destination party on the numeric keypad. Press

Transfer (Blind)

(+) on the keyboard

...or click on the

Blind Transfer

icon

...or select Call > Transfer > Blind transfer.

Enter destination party from the number keypad. The Directory Dial window appears

(shown right), and the matching entry is shown in the top window.

If an exact match is not found, scroll and select a name/number, click OK.

6220

³

To make a supervised transfer call

1. While on an active call, dial the destination party on the numeric keypad, press

Transfer (Supv.)

(Enter) on the keyboard.

2. Announce the call (optional). The first party is put on ConsultHold, while you announce to the second party (shown below).

3. Press

Transfer (Supv.)

(Enter).

³

To set up the Supervised Transfer call, select Call > Setup Conference. Enter the destination party, then click OK, announce the call. Press Enter to transfer.

When selecting the destination party from the BLF/DSS, Directory or Contact tabs, the CIX IP Attendant Console automatically transfers the call if the default transfer flag in Admin View is enabled. CIX IP Attendant Console performs consultation transfer if the default transfer flag is disabled.

Strata CIX IP Attendant Console 11/07

Call Processing

Conference Calls

³

To transfer a call to voice mail

1. While connected to a call, enter the extension number to transfer to.

2. Press

Transfer to VM

(Del) on the keyboard. Call goes to Voice Mail

...or while connected to a call, select Call > Transfer > Voice Mail Transfer, enter the destination extension, and press Enter.

...or

1. While connected to a call, click the

Transfer to VM

icon.

2. Enter the extension number to transfer to.

3. Press Enter or click OK.

Conference Calls

Joining and Splitting a Call

³

With calls on source and destination, press

Join/Split

.

...or select Call > Join/Split. The CIX IP Attendant creates a three-way conference.

³

To add another destination party to the conference with the Attendant

1. While in a conference (“conferenced” shows on-screen), dial the extension to add, press

Release

(Enter).

2. After the dialed party answers, press

Join/Split

(End). The CIX IP Attendant joins the active call and the consultation call.

...or select Call > Join > Join/Split.

³

To split a three-way conference call

³

Press

Join/Split

...or select Call > Join/Split.

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19

Call Processing

Conference Calls

³

To release the last party from a conferencing call

³

Select Call > Release Last Party.

Switching Between Source and Destination Parties

Note

You can switch between Source and Destination parties (swap) when two calls are conferenced together with the Attendant.

³

To switch to the source party, press

Source

(Delete)

...or select Call > Source.

³

To switch to the destination party, press Destination (Page Down)

...or click on the

Destination

icon.

20

Strata CIX IP Attendant Console 11/07

Call Processing

Paging

Paging

You can make paging announcements to a primary or alternate page zone. See your

System Administrator for a definition of the page zone areas.

Note

You can assign one of the function keys (

F2

~

F10

on your keyboard) as the

Page

key. See “Feature Keys Tab” on page 42 .

³

To page the primary page zone

1. Click the

Paging

icon. The current call is placed on hold if the administration option “Automatic Hold” is enabled.

2. Make an announcement over the paging system.

...or click the

Page

icon down arrow, select Primary Page

...or select Console > Page > Primary Page.

³

To page an alternate page zone

1. Click the

Paging

icon down arrow, select Alternate Page

...or select Console > Page > Alternate Page

2. Click the down arrow and select a paging zone.

3. Click

Paging

.

³

To make an emergency page

1. Click the

Paging

icon down arrow, select Emergency Page

...or select Console > Page > Emergency Page.

2. Click the down arrow and select a paging zone.

3. Click

Emergency

. Console will override any page going to that zone.

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21

22

Call Processing

Call Pickup

Call Pickup

Call pick up provides a variety of ways for calls ringing at other stations to be picked up at this location. Some of these options require additional digits to be entered to select the CO line, a group, or station.

Note

You can assign one of the function keys (

F2

~

F10

on your keyboard) as the

Call Pickup

key. See

“Feature Keys Tab” on page 42 .

³

To pick up a call at the primary location

1. Click the

Pickup

icon

...or select Console > Call Pickup > Primary.

The Pickup icon defaults to the Primary Pickup option.

2. Click the down arrow to select the Pickup Held/Ringing station.

3. Click

Pickup

.

³

To pick up a call at an alternate location

1. Click the

Pick Up

icon down-arrow, select Alternate Pickup.

2. From the Call Pickup window, select a category and click the down arrow to select a line or station to pick up.

3. Click

Pick Up

.

Strata CIX IP Attendant Console 11/07

Call Processing

Call Door Phones

Call Door Phones

Note

You can assign one of the function keys (

F2

~

F10

on your keyboard) as the

Door Phone

icon. See

“Feature Keys Tab” on page 42 .

³

To call the primary door phone

1. Click the

Door Phone

icon

...or select Console > Door Phone > Primary Phone.

If only one Door Phone was programmed in the system, the console calls the

Primary Door Phone. If more than one Door Phone was programmed, continue to the next step.

2. In the Door Phone window, click the drop down arrow to select the door phone, click

Door Phone

.

³

To call the alternate door phone

1. Click the

Door Phone

icon drop-down arrow, select Alternate Phone

...or select Console > Door Phone > Alternate Phone.

2. In the Door Phone window, click the drop down arrow to select the door phone, click

Door Phone

.

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23

24

Call Processing

Door Unlock

Door Unlock

Calls from Door Phones appear as a call in the call window. These calls can be answered in the same way any other call is handled. Some CTX installations provide the ability to unlock the door with the Door Unlock icon.

Note

You can assign one of the function keys (

F2

~

F10

on your keyboard) as the

Door Unlock

key. See “Feature Keys Tab” on page 42

.

³

To unlock the primary door

1. Click the

Door Unlock

icon. If only one door was programmed in the system, the primary door unlocks. If more than one door was programmed, continue to the next step.

2. Select a door from the Door Unlock list down arrow, click

Unlock

.

³

To unlock an alternate door

1. Click the

Door Unlock

icon drop-down arrow. Performs same function as

Console > Door Unlock.

2. Select Alternate Unlock.

3. Click the down arrow, select a door to unlock.

4. Click

Unlock

.

Strata CIX IP Attendant Console 11/07

Call Processing

Call Park

Call Park

³

To park a call

1. Select a call.

2. Click the

Park

icon. The call is parked by the system at a location set in the

Administration view under the Primary setting.

³

To select primary park, alternate park, or retrieve

1. Select a call.

2. Click the

Park

icon down arrow, then select a park option

...or select Call > Park, then select a Park option.

If you select Primary or Alternate Park, you can choose one of the following:

Station enables you to type or select a park station.

Auto enables the system to select a park orbit to park the call.

Park button parks the call and enables you to make a page announcement.

Park Page button enables you to park the call per your selection (left side of

this window) and to then make a page announcement.

³

To retrieve a parked call

1. Right click in the call list view area, then select Park Retrieve.

2. In the Call Retrieve dialog box, type or select an orbit or station number, then click

Retrieve

.

³

...or click the Park down-arrow, the select Retrieve

³

...or select Call > Park Retrieve.

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25

Call Processing

Status

Status

The functions and descriptions for the Attendant status are as follows:

26

Position

Active/Busy

Day, Day2,

Night Mode

6683

FUNCTIONS

Position Active/Busy

Day/Night Mode

Overflow On/Off

CF-Setting

Trace ON

BLF Network/Local

Database Link

Time

Overflow

On/Off

Call

Forward

Administrative

Function

BLF Network/BLF Local

Time

Database Link

Information.

Blank means the link is working.

D

ESCRIPTION

Enables you to set Position Busy or Position Active.

Enables you to set Day, Day 2, or Night Mode.

Enables you to set Overflow on or off.

Enables the Attendant to determine what kind of Call

Forwarding is available: No Call Forwarding, All Calls or

External calls. All the items are dynamically inserted into the Call Forward menu.

Ignore. Used for the troubleshooting purposes.

If your Strata CIX IP telephone system has the networking feature and the ability to retrieve network information, then “BLF Network” displays; otherwise, it displays “BLF Local.”

Display “Database Link Broken” in red when Database is disconnected. No text is displayed when Database is connected.

Enables the Attendant to set the date and time at the

PC by pressing Change PC button.

Strata CIX IP Attendant Console 11/07

Call Processing

Status

³

To change console, overflow, night mode or call forward (CF) destination status

³

Right click on the current status on the Status bar, then select the new choice.

...or

1. Click Console > Console Status, Overflow, or

Day/Night Mode or Forwarding. A menu displays (shown right).

2. Click the new choice. The new status displays.

Notes

• The CF destinations are defined by the

Administrator (see “Call Forward (CF)

Settings” on page 39 ).

• Call Forward applies only to the Attendant

Console extension number. It does not forward the calls in queue.

³

To fix a broken database link

³

Click the

Reconnect Database

icon

...or select Directory > Reconnect Database.

If the screen shown right appears, the link is still broken. Contact your Telephone

System Administrator.

³

To change date and time

1. Right click on the current time showing. The Date and Time dialog box displays.

2. Type or select new settings, click

Apply

.

3. Click

OK

. Date/Time window closes.

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27

28

Call Processing

Messages Tab

Messages Tab

This tab enables you to view existing messages or add a new message for a person listed in the Directory. You can save, delete or print messages. Messages are stored in a shared file directory available to any CTX console in your telephone system.

Click to select user

Message Area

Click to turn on Msg

Waiting light on user’s phone

Click tab to view this window

6159

³

To take a message for a user

1. Click the Messages tab.

2. With the message displayed, pull down the list of names and scroll to find message recipient. Enter characters to speed scroll down to the letters entered.

3. Begin the message by entering the name of the person the message is from and optionally a company name. The date and time will automatically be entered.

4. Tab down to the message area and enter a text message.

5. Click the

Save

icon to store the message in that person’s folder

Send MW

button to turn on the Message Waiting light on the user’s telephone.

Strata CIX IP Attendant Console 11/07

Call Processing

Messages Tab

Message Waiting Light

If you call a busy telephone, you can set a Message Waiting light so that they will return your call.

³

To set a message waiting light on a telephone

³

From the Messages tab, you can select a user and click the Send MW button

...or you can

1. Click the

Message Waiting

icon.

2. Type or select a directory number.

3. Click OK. The Msg light turns on at that station. When the user presses the

Msg

button, the console is called

³

To cancel a message waiting light on a telephone

1. Click the

Cancel Message Waiting

icon.

2. Type or select a directory number.

Click OK. The Msg light turns off at that station.

...or

1. Click the Messages tab.

2. Click the down arrow, and select a user name in the left window.

3. Click the

MW Cancel

button.

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29

Call Processing

Messages Tab

³

To retrieve messages for a user

When the user calls the Attendant console, the Message Tab automatically pops up and that user’s messages will be listed in the left hand box.

1. If the user calls from a non-matching phone or calls in from the outside, select the user’s name from the drop-down directory listing.

2. Highlight any message and the details appear in the right-hand window.

³

To retrieve messages left for the console

1. Press

Next Tab

on the keyboard to access Call Monitor View.

2. Use the up or down arrows on the keyboard to select the message.

3. Press

Answer/Transfer

(Enter) key on the keyboard.

...or double click on the message waiting call in the call list (see example below).

Your console will call the station that left the Message.

³

To delete a message for a user

1. Click the Messages tab.

2. Click on name of a user, select the message, then click the

Delete

icon.

³

To print one or all messages

1. Click the Messages tab.

2. Select the message(s), click the

Print

icon.

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Call Processing

Contacts Tab

Contacts Tab

This tab provides the complete contact listing for one individual on the screen. The only item that can be changed from any Attendant position is the Notes field.

³

To view contacts, click the Contacts Tab, use the arrow buttons to move from contact to contact.

Note

The fields Status, Name, Job title, Department and e-mail are usually edited by the Administrator.

Arrows to page through users

Click in this box to type notes.

6216

Click tab to view Contacts

³

To dial using contact information

³

To dial an alternate number from the user directory, right click on an entry in the

BLF/DSS or right click in the Directory tab. The CIX IP Attendant Console displays the Contacts tab for that entry.

³

To dial a phone number in the Contacts tab, double click on the phone number or select the phone number and press

Release/Transfer

(Enter) on the keyboard.

³

To add a note

1. Click in the Notes box, type a note.

2. Click the Modify Notes button. The first few words of the note appear in the

Directory tab view as calls are dialed or transferred, or if the associated user’s name is highlighted in the directory. This is useful for noting when users are on vacation or out of the office. (See

“Call Monitor View” on page 6

.)

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31

Call Processing

Contacts Tab

32

Strata CIX IP Attendant Console 11/07

User Directory

3

You can create/add/delete users to the Directory. The User Directory List view also enables any Attendant to view the employees and groups in the user directory (shown below).

The following fields appear in the User Directory list:

F

IELD

Pg.

Pos.

First Name

Last Name

D

ESCRIPTION

Page number where this entry appears on BLF/DSS.

Position of this entry on the BLF/DSS tab page.

The user’s first name.

The user’s last name.

7708

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33

34

User Directory

User Directory Dialog

F

IELD

Job Title

Department

Directory Number

VM Box e-mail

Phone 1

Phone 2

Phone 3

Cellular

D

ESCRIPTION

The user’s job title.

The user’s department.

The user’s directory number.

The user’s voice mail box.

The user’s e-mail address.

The user’s additional phone number.

The user’s additional phone number.

The user’s additional phone number.

The user’s cellular phone number.

The following operations are allowed in the directory list:

• Clicking the column heading of the list view sorts the entries in ascending order.

Clicking the column heading again sorts the entries in descending order.

• Right click on an entry to display the user directory dialog.

User Directory Dialog

The user directory dialog enables you to add/change a single directory entry. Only the

Notes can be changed, unless you are an Administrator. Additions or changes to the

Directory are stored in the CIX IP Attendant Console Database.

³

To add a new user to the directory

³

Click on the

New User

icon

...or select Directory > Add New User.

Strata CIX IP Attendant Console 11/07

User Directory

User Directory Dialog

³

To change a directory entry

1. Click on the

User Directory

icon.

2. Right click on a name in the directory window

3. After making new or changing entries, select

Directory > Update Directory to update the Directory tab screen and the BLF tab screen.

6196

The fields are the same as described in the User Directory view. The following are buttons found on the User Directory Form dialog box.

New

Add

Update

Delete

B

UTTON

N

AME

First, Previous, Next, Last

D

ESCRIPTIONS

Blanks out all the fields. The Update button changes to

Add button after clicking the New button.

Insert a user to the user directory list. The Add button changes to Update button after clicking the Add button.

Update a user’s information.

Delete a user from the user directory list.

Show the first user, previous user, next user, or last user.

Close Exit the user directory dialog.

Note

The Operator Attendant can only perform the following operations: Update the notes, View the first, previous, next and last user and close the dialog.

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35

36

User Directory

User Directory Dialog

Directory Lists

You can import and export files created in Excel into the Console’s directory. We suggest that you create a few users in the directory as described previously, then export the directory for updating.

You may find it more convenient to create a directory while the console is offline (not processing calls).

³

To create a directory list offline

1. Create a file in Excel or edit an exported directory list.

Important!

If you are creating a brand new file in Excel, you must have the exact number of columns that the Attendant directory contains.

2. Type in the directory entries.

3. When you have completed your list, type the word “End” (no quotes) in the last row, first column of your Excel file.

³

To import a directory list (This function is only enabled in the offline console)

1. Click Directory > Import Directory.

2. Click Browse, locate and highlight the directory Excel file to import.

3. Click OK.

³

To export a directory list

1. Click Directory > Export Directory.

2. Select a location to export the directory.

3. Click OK.

Strata CIX IP Attendant Console 11/07

Control Panel

4

This chapter explains how to set the console control features, such as setting a Call

Forward destination, night time call handling, etc. Console control features are generally those that you set at the beginning and end of your shift.

Strata CIX IP Attendant Console 11/07

37

Control Panel

Control Panel View

Control Panel View

The Control Panel view contains the Status, Prompts and Feature Keys tabs.

38

Status Tab

The status tab enables you to view and edit details of the status bar items.

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Strata CIX IP Attendant Console 11/07

Control Panel

Control Panel View

Position Busy/Active

When there are multiple Attendant consoles to handle calls, you can place a console in

Position Busy status. Held and transfer recalls continue to ring the console that processed them. When the last console in the Attendant group is placed in Position

Busy mode, the entire group is considered unattended. All calls will be directed to the

Alternate Destination location when the entire group is unattended.

The console is placed in a Position Busy Pending state if you are connected to a call, making an outgoing call, holding, or if you are in ring transfer mode. When you have completed call handling, the console enters Position Busy mode.

³

To change console status to position busy/active

1. Click the

Control Panel

icon.

2. Select the Status tab, then use the drop-down list to select Position Busy or

Position Active.

Overflow On/Off

1. Click the

Control Panel

icon.

2. From the Status tab, use the pull down the list to select the Overflow On/

Overflow Off.

Night Transfer

You can set the console to transfer after-hours calls to a different station. After Hours call routing can be set for three different modes: Day, Day2, and Night mode based upon settings in the Strata CIX IP system.

1. Click the

Control Panel

icon.

2. From the Status tab, use the pull down the list to select Day, Day2, or Night mode.

Call Forward (CF) Settings

The Call Forward (CF) menu selections are created or set from the Control Panel.

Strata CIX IP Attendant Console 11/07

39

Control Panel

Control Panel View

³

To create call forward menu items

1. Click the

Control Panel

icon.

2. From the Status tab, use the Call Forward pull-down the list to select the type of

Call Forward.

...or to create a new Call Forward destination, click the

Settings

button. Click the CF drop-down box to select a CF call type (Trunks or All). In the next box, select a CF destination, click

Apply

.

³

To delete a CF menu item, follow the above instructions and click

Delete

(instead of Apply in the final step).

To select CF for the console (after the menus have been created), refer to

“To change console, overflow, night mode or call forward (CF) destination status” on page 27 .

Call Forward applies only to the Attendant Console extension number. It does not forward the calls in queue.

Date/Time

The date and time can be set using the PC’s internal clock. This clock can be changed.

³

To set the PC date and time

1. Click the

Control Panel

icon.

2. From the Status tab, click the

Change PC

button to bring up the Windows clock setting routine. Make any changes necessary to correct the time.

3. Click Apply, click OK.

³

To set the CTX time to match the PC date and time

1. Click the

Control Panel

icon.

2. Click the

Change CTX

button. The time should change in this window and on the associated LCD telephones.

40

Strata CIX IP Attendant Console 11/07

Control Panel

Control Panel View

Prompts Tab

This tab enables you to type in prompts for incoming calls through outside lines, as well as for specific lines and dialed numbers (DNIS).

7698

³

To store a prompt

1. Click the

Control Panel

icon.

2. Click the Prompts tab.

3. Click in the desired cell to enter a prompt, such as “Telecom Sales Division” shown in the screen above.

4. Click OK or Apply when you are done.

³ To clear all items in one row in the DNIS section, click the Clear DNIS button.

Strata CIX IP Attendant Console 11/07

41

Control Panel

Control Panel View

Feature Keys Tab

This tab is where you assign dialing sequences to the

F2

~

F10

keys. F-keys can be used as Speed Dial locations or to store dialing prefixes or area codes.

42

7699

³

To store numbers onto keys F2~F10

1. Click the

Control Panel

icon.

2. Click the Feature Keys tab.

3. Click in the Name box of the

F

-key and enter a name.

4. Click in the

F

-key box and enter the dialing string.

5. Click on any tab or icon when you are done.

6. If there is a pre-printed sticker for that function, stick it on the key

...or write the key function on one of the blank stickers and stick it on the key.

³

To use the

F2

~

F10

keys, press the

F

-key and the stored numbers are dialed. You can use these keys in addition to the dial pad.

Strata CIX IP Attendant Console 11/07

Call Statistics

5

This chapter describes the types of information and reports available on the Attendant position.

Statistics on incoming calls are collected and stored daily for each console. Each console collects information pertaining to that console only.

To develop a larger set of statistics when multiple consoles are used, the files from each location can be imported into any standard spread sheet for preparing a composite report. The information collected includes:

• number of internal incoming calls received per hour

• number of external incoming calls received per hour

• total talk time (in seconds) per hour

• maximum number of calls in queue (CIQ) each 15-minute interval

Strata CIX IP Attendant Console 11/07

43

Call Statistics

Call Statistics View

Call Statistics View

Call Statistics View consists of an edit box with a spin control for selecting the date for past 30 days and a list of statistics collected for each hour of the day.

44

7700

The following statistic attributes are displayed in columns of the statistics list:

F

IELD

Date

Time

1st Qtr CIQ

2nd Qtr CIQ

3rd Qtr CIQ

4th Qtr CIQ

Internal Calls

D

ESCRIPTION

The date of the statistics was collected.

The time (every hour) of the statistics or the console’s start up time.

The maximum number of calls in queue for the first 15 minute interval.

The maximum number of calls in queue for the second 15 minute interval.

The maximum number of calls in queue for the third 15 minute interval.

The maximum number of calls in queue for the fourth 15 minute interval.

The number of internal incoming calls received per hour.

Strata CIX IP Attendant Console 11/07

Call Statistics

Call Statistics View

F

IELD

External Calls

Incoming Talk Time

External Talk Time

Total Talk Time

D

ESCRIPTION

The number of external incoming calls received per hour.

The talk time in seconds for incoming calls received per hour.

The talk time in seconds for external calls received per hour.

The total talk time in seconds for all calls received per hour.

Notes

• A user can select a date from current date to 30/31 days prior to the current date to view the call statistics.

• A user can print statistics for the current page or for a range of dates.

• A user can export statistics for the current page or for a range of dates to an Excel spreadsheet and save it as an Excel file.

³

To display call statistics for any specific day

1. From the View pane click on the Call Statistics icon. Call Statistics view displays.

2. Enter a date to view the statistics. The default view is today’s date.

³

To print call statistics

1. From the View pane click on the Call Statistics icon. Call Statistics view displays.

2. Click the Print icon. A dialog box appears offering choices for printing.

3. Select either print Current page or enter a range of dates to print the reports.

³

To export data to Excel

1. From the View pane click on the Call Statistics icon. Call Statistics view displays.

2. Click the Excel icon. A dialog box appears.

3. Enter a date range.

4. Browse to select the location for the Excel file.

Strata CIX IP Attendant Console 11/07

45

Call Statistics

Call Statistics View

46

Strata CIX IP Attendant Console 11/07

Administration

6

This chapter discusses the features of the Strata CIX IP Attendant Console that apply to the Administrator.

Maintenance and administration of the CIX IP Attendant Console is through the

Control Panel, User Directory, and Administration work area views.

Strata CIX IP Attendant Console 11/07

47

Administration

Administration View

Administration View

The Administration view provides a view of administrative settings. It contains the

Admin, Primary & Alternate, User & Dept, BLF Network Control, Answer Priority and BLF Sorting tabs.

Admin Tab

³

To access the Administration tab, click the Administration icon.

48

7705

Strata CIX IP Attendant Console 11/07

The Admin tab contains the following sections:

F

IELD

Multiple Attendant

BLF Refresh Rate

Automatic Dialing

Automatic Hold

Activate Incoming Call

Default Transfer

Anticipate DTMF Tone with

Flash

Continuous DTMF

Show BLF Tab

Activate Line Prompt

Max. Caller ID

Max. Called Number

D

ESCRIPTION

Allow multiple Attendant operations.

Enables the Attendant to define the refresh rate for polling the CTX for BLF/DSS status. The minimum rate is 1 second. The default is 3.

Enable/Disable automatic dialing. Console will transfer call as soon as name or DN is matched.

Enable/Disable automatic hold.

Enable/Disable activate incoming call. PC will automatically switch to operating as the CIX IP

Attendant Console when a new call comes in.

Enable/Disable default transfer (Blind transfer).

Enable/Disable the DTMF Tone dialog to anticipate use after Flash. Disable if Flash is used for Call Waiting on telco lines.

Enable/Disable the continuous DTMF tone.

Displays/Hides the BLF tab from the Call Monitor.

This enables the Prompt to be visible (during the

appropriate conditions). See Control Panel, “Prompts

Tab” on page 41

and “Prompts” on page 11

.

Maximum of Caller ID. Allow the Caller ID telephone numbers to display in the Caller ID list. The valid value is from 0 to 20.

Maximum of Called Number. Allow the numbers of

Called Numbers display on the Called List. The valid value is from 0 to 10.

Notes

• The Administrator can change all the above settings.

• The Operator/Attendant can change only PC level settings.

Strata CIX IP Attendant Console 11/07

49

Administration

Administration View

Primary/Alternate Tab

Enables the Administrator to set one and only one Primary and/or multiple Alternates for Door Unlock, Door Phone, Paging Zone’s and Pickup Location. Also defines the names.

³

To access the Primary/Alternate tab, click Administration icon, select Admin tab.

50

7701

The number of doors and paging zones must match the number assigned in

Strata CIX IP programming.

³ To assign the Primary Pickup Location, click the down arrow in this box and select a location, then click Apply or OK.

³ To make the Park feature available to the Attendant Console, click the down arrow in the Primary Park box, select a Park function, then click Apply or OK.

Strata CIX IP Attendant Console 11/07

Administration

Administration View

User & Dept. Tab

Enables the Administrator to setup Login User Setup Operation and Department

Name Setup Operation. The maximum length of Login Name and password is 50 characters each.

There are two types of access: Administrator and Operator rights. Administrator rights can have full access in the Attendant console. Operator rights only can access enabled functions.

³

To access the User & Dept. tab, click the Administration icon, select User & Dept. tab.

Strata CIX IP Attendant Console 11/07

7702

51

Administration

Administration View

BLF Network Control Tab

This enables you to change the IP Address, port number or CTX host name.

1. To access the BLF Network Control tab, click the Administration icon, select BLF

Network Control tab.

2. Make sure that the Port No. is 6000. If it is not, change this to 6000.

3. Enter refresh rate (3~30 seconds).

CAUTION!

Do not change the IP address, Port No., or name unless this data has been changed in the Strata CIX IP programming. This data must match the programmed information or the BLF will not work.

52

7706

Strata CIX IP Attendant Console 11/07

Administration

Administration View

Answer Priority Tab

This enables you to change the priority of certain types of calls. Similarly, you can set answer priorities for specific line groups.

³

To access the Answer Priority tab, click the Administration icon, select Answer

Priority tab.

7703

³ To assign priority levels to the call types shown in the left column (see example shown above), click the up/down arrows to change the priority. “1” is the highest priority (default). Click OK or Apply when finished.

³ To assign priorities to specific line groups, highlight a group or groups, then click the up/down arrow to assign a priority to that group. Click OK or Apply when finished.

Strata CIX IP Attendant Console 11/07

53

Administration

Administration View

BLF Sorting Tab

This enables you to change the sorting order of the user directory or user list in the

BLF/DSS tabs. The sort is performed within priority numbers. For example, if there are three different priority levels in the directory, priority level 1 will be sorted by Last

Name (or whatever you select), then priority level 2 users will be sorted by Last

Name, and then priority level 3 users will also be sorted by Last Name.

³

To access the BLF Sorting tab, click the Administration icon, select BLF Sorting tab. Click the down arrows to make a selection, then click OK or Apply.

54

7704

Strata CIX IP Attendant Console 11/07

Administration

Backup Log Files

Backup Log Files

This is an administrative function that is not performed from the Administration window. Log files are useful for troubleshooting. The CIX IP Attendant log files are unrelated to the Database Utility. Actually backing up the files is a simple procedure which can be performed by an Attendant.

1. To Backup the Log file, click the

Backup Log Files

icon.

Wait a few seconds while the application and TSP log files are backed up into the existing log directory..\..\nhsatt\log\backup and ..\..\nhstsp\log\backup subdirectory (the path may be different if a Custom installation was performed.) A window notifies you that the files were backed up.

2. Click OK.

Strata CIX IP Attendant Console 11/07

55

Administration

Backup Log Files

56

Strata CIX IP Attendant Console 11/07

Appendix – Call List

The call list view provides a list of calls and related information. The following attributes of a call are displayed in the columns of the call list view:

Call Attribute

Status:

Description

Incoming

Dialing

RingBack

Announcing

Busy

Active

Conferenced

On Hold

ConsultHold

Disconnected

ParkPage

PageBusy

InConference

InDoorPhone

Message

LineBusy

The call is offered to the station and indicates a new call (Ring or

NoRing).

The call is in the process of dialing.

The call is receiving ringback tone

The call is in announcing mode.

The call is receiving busy tone.

The call is connected.

The call is conferenced.

The call is on hold, on hold pending conference, or on hold pending transfer.

Consultation Hold call.

The call is disconnected.

The call is Park Page Connected.

The call is Park Page Busy.

When a Station adds the Console to conference.

The call is in doorphone.

Station sent a Message Waiting to Console.

The trunk line is busy.

Strata CIX IP Attendant Console 11/07

57

Appendix – Call List

Backup Log Files

Call Attribute

Reason

Directed Call

Dial 0

Call Forward

Pickup

Unpark

Redirect

Hold Recall

Call Completion

Transfer Call

Park Recall

Transfer Recall blank (““)

Emergency

Line Group

LG nnn

ParkRCallDN

TransfRCallDN

TransfDN

Time

Name

Number

Duration

Line

Description

The call is a direct dial call to the PDN.

The call is dialed directly to the operator.

(Busy, No Answer, Busy/No Answer, Unconditional) - The call has been forwarded to the Attendant.

The call was picked up.

The call was parked and retrieved by the Attendant.

The call was redirected to the Attendant.

The call was recalled from hold.

The call was the result of a call completion request.

The call was transferred to the Attendant.

The call is recalled from park.

The call is recalled from Transfer.

blank (““) - the reason for the call is not known.

(Call displays in red) The call is an emergency call.

The call is call from the line group.

Line Group with Line Group number.

Park Recall with Recall DN/Orbit No.

Transfer Recall with Redirect DN.

Transfer with Redirect DN.

Time that the call has been in the current call state.

Name of person calling (inbound calls) or person called (outbound calls).

Phone number of person calling (inbound calls) or person called

(outbound calls).

Total time of a call.

Line number of external calls.

58

Strata CIX IP Attendant Console 11/07

Index

A

about this book conventions

vi

related documents

vii

activate incoming call

49

add new user icon

7

administration

47

,

48

,

50

administration view admin tab

48

primary/alternate tab

48

user and dept. tab

48

alternate call pickup

22

door phone

23

page zone

21

park

25

answer icon

7

key

3

arrow keys

5

attendant keys

3

,

4

auto park

25

automatic dialing

49

hold

49

B

backup log files

55

Strata CIX IP Attendant Console 11/07

backup log files icon

7

BLF show tab

48

BLF network control tab

52

BLF refresh rate

49

BLF sorting tab

54

BLF/DSS tab

14

blind transfer

18

,

49

from BLF tab

15

icon

7

key

3

broken database

27

busy override

13

buttons extension

vi

settings

40

C

call back

13

completion

12

conference

19

forward

26

,

38

settings

39

history

12

making a call

12

monitor view

6

park 25

I

II

Index

D ~ I

pickup

22

statistics view

44

transfer

18

call forward

27

create menu items

40

call park (enable)

50

call pickup (enable/assign)

50

call statistics

8

,

43

called number

49

caller ID

49

cancel cancel msg waiting icon

7

message waiting

13

CF (see call forward)

changing status

26

conference

19

release last party

20

console overflow

38

status

27

consultation transfer

7

,

15

,

18

ConsultHold

18

,

57

contact tab

31

control panel view

38

CSTA

2

D

database link

26

,

27

date and time

26

,

38

date/time

38

day, day 2, or night mode

26

dest key

4

destination

20

icon

7

destination key

4

dial directory

16

icon

7

key

4

dial a number

12

directory lists

36

,

54

directory tab

16

door phone calling

23

icon

7

door phones and locks (assigning)

50

door unlock

24

DTMF

49

E

emergency page

21

error message

27

executive override

13

export directory list

36

ExportToExcel

8

extension number

vi

F

F1 key

4

F11 key

4

F12 key

4

feature keys tab

42

flash

49

H

help key

4

hold a call

17

ConsultHold

57

icon

7

hold/retrieve key

3

I

icons

7

add new user

7

Strata CIX IP Attendant Console 11/07

Index

J ~ O

answer

7

backup log files

7

blind transfer

7

cancel msg waiting

7

consult transfer

7

destination

7

dial

7

door phone

7

hold

7

join/split

7

paging

7

park

7

pickup

7

reconnect database

7

release

7

set msg waiting

7

source

7

unlock door

7

user directory

33

views

6

voice mail transfer

7

import directory list

36

info bar

8

IP address

52

J

join

19

join/split icon

7

key

4

K

keypad

3

keys answer transfer (blind)

3

dest

4

dial

4

Strata CIX IP Attendant Console 11/07

help

4

hold/retrieve

3

join/split

4

next tab

4

release

3

source

4

transfer (supv.)

3

transfer to VM

3

vol dn

4

vol up

4

L

login

9

M

making a call

12

menu bar

7

message waiting

29

cancel

13

icon

7

msg light

28

messages tab

21

multiple attendants

49

N

network control

52

next tab key

4

next view key

4

night mode

26

night transfer

38

numeric keypad

3

O

overflow

26

,

38

override busy

13

III

IV

Index

P ~ T

executive

13

P

page zone alternate

21

emergency

21

primary

21

paging

21

icon

7

paging zones (assigning)

50

park a call 25 alternate

25

icon

7

primary

25

retrieve

25

park (enable)

50

park page

25

pickup

22

alternate

22

icon

7

pickup (enable/assign)

50

port

52

position active

26

busy

26

,

49

primary call pickup

22

door phone

23

page zone

21

park

25

primary/alternate tab

50

print

8

prompt/notes tab

11

prompts tab

41

R

reconnect database

27

icon

7

redial the last number

12

refresh rate

52

BLF

49

release a call

11

icon

7

release key

3

release last party

20

retrieve a parked call 25 key

3

retrieve a parked call

25

retrieve parked call

25

ring mode

13

S

set msg waiting icon

7

settings button

40

setup conference

18

source

20

icon

7

key

4

special function keys

4

speed dial

13

(also see feature keys tab)

split

19

icon

7

key

4

station park

25

status

38

supervised transfer

18

swap

20

switch between source/destination parties

20

T

tabs administration

Strata CIX IP Attendant Console 11/07

Index

U ~ V

admin

48

primary/alternate

50

user & dept.

51

BLF/DSS

14

contacts

31

directory

16

feature keysF2~F10 keys

42

messages

21

prompt/notes

11

prompts

41

time

26

time/date

38

tone/voice

13

tool bars

7

transfer

3

,

15

,

18

blind

18

blind key

3

supv.

18

transfer (supv.) key

3

transfer to VM

19

key

3

U

unlock door alternate

24

icon

7

primary

24

user & dept. tab administration

51

user directory view

33

V

view pane

6

views administration

47

call monitor

6

call statistics

43

control panel

38

Strata CIX IP Attendant Console 11/07

controls

6

user directory

33

voice mail transfer

19

icon

7

vol dn key

4

vol up key

4

volume

4

V

This is the last page of the document.

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