I FaxMemo. Manual. Voice Processina Solutjons I. Issue 1 Release 2.0 January 1996

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1 Issue 1 Reease 2.0 January 1996 Voice Processina Soutjons I I FaxMemo Manua of Mite1 Corporation 0 Copyright 1996, Mite1 Corporation A rights reserved. Printed in Canada.

2 Tabe of Contents About This Manua Who Shoud Read This Manua... vii How to Use This Manua... vii Reference Chapters... Task Lists v Procedures... Menu Maps and Other Navigation Aids... M1 *, Worksheets... ix Conventions Used in This Manua... ix vii vii Reader Advisories... X Before You Start... Consoe Tips and Techniques... xi... Preparing for a Configuration Session... x11 1 FaxMemo Features and Functions FaxMemo Appications Fax Mai Fax Broadcast Guaranteed Fax Fax Pubishing Wakaway Fax FaxMemo Fexibe Configuration Cass of Service Options Cover Page Options Biing and Statistics FaxMemo Hardware Equipment Suppied With FaxMemo Series 6 Server Requirements xi

3 Tabe of Contents 2 Panning Outside Caer Access DID Fax Ca Routing Switch Integration Fax Ca Routing Switch TIE Trunk Integration Fax Ca Routing Genera Access Fax Ca Routing Hardware Instaation Panning How Fax Cards and Line Cards Communicate FaxMemo Appication Port Requirements Fax Port Panning for Fax Mai Fax Port Panning for Fax Broadcast Fax Port Panning for Guaranteed Fax Fax Port Panning for Fax Pubishing Fax Port Panning for Wakaway Fax FaxMemo Hardware Configuration Rues FaxMemo Card Panning Worksheet Task List and Procedures 4 Software Configuration Panning Panning Your FaxMemo Configuration Offine Configuration FaxMemo Casses of Service (COSs) Fax Features Fax Limits Fax Networking Features... 4-P FaxMemo and RCOS... 4-P Adding FaxMemo Options to COSs P FaxMemo Maiboxes Fax Mai Maibox Configuration Fax Broadcast Maibox Configuration Guaranteed Fax Maibox Configuration Fax Pubishing Maibox Configuration Company Fax Cover Page Task List and Procedures iv

4 Tabe of Contents 5 FaxMemo Biing and Statistics 6 FaxMemo Troubeshooting Worksheets Biing Parameters Messages Received Disk Usage Fax Statistics Maibox Statistics System Statistics Fax Group Usage Report...~ Task List and Procedures Configuration Probems..._ :..._ Hardware Probems _..._......_ List of Centigram Procedures Index Menu Maps

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6 About This Manua This manua describes how to configure the FaxMemo software in any of the Centigram Series 6 Communications Servers: Mode Mode 120 Mode 70 Who Shoud Read This Manua This manua is intended for technicians and administrators who are responsibe for configuring the FaxMemo appication on the Centigram Series 6 server. How to Use This Manua This manua contains detaied reference information, a ist of tasks that you can perform, a coection of procedures for performing the tasks, and reader aids such as menu maps. -- Reference Chapters m Use the materia in chapters 1 through 6 for detaied inquiry into the instaation and configuration of FaxMemo in a Centigram Series 6 Communications Server. These chapters discuss how components are reated, eaborates on concepts, gives operationa detais, and contains a necessary tabes and figures about configuration. Use the Cent&am Series Gnstakztion and Service Man&appropriate for your patform for an actua server instaation and the VoiceMemo Reference and Configzcration Manuafor VoiceMemo software configuration. Task ists Task ists foow Reference chapters that incude procedures. Use the task ist, starting with a principa task (shown in bodface), to insta and configure FaxMemo. Each task isted is described in more detai in a procedure. The task ist is aphabetized, which heps most readers find the desired task (and procedure) vii

7 quicky. No particuar sequence of tasks is impied. The foowing exampe shows how a task ist is organized: Task List VoiceMemo Reease &On&d ater Message Deivery Catiguration- Procedures Procedures foow the task ist in the Reference chapter. Foow the steps in Centigram Procedures (G s) to accompish the desired tasks. Readers famiiar with a Centigram Series G server can use the CPs as a checkist if desired, whie readers new to a Centigram Series 6 server can use CPs for step-by-step instructions. A reference coumn in each CP contains pointers, when necessary, to suppementa information such as another procedure, another manua, a technica reference, or a menu map. Each CP is numbered for document identification and referencing; numbering does not indicate a sequence of performance. A numerica ist of a C?s in this manua is aso provided. It gives each CP s tite, Chapter number, and which other procedures either ca it or are caed by it. Menu Maps and Other Navigation Aids Most of the documents in the new Centigram Series 6 document ibrary have menu maps. You can refer to these document navigation aids at any point to hep you reach a menu. And don t overook the index; it is the fastest way to fmd a references to a specific topic.

8 Worksheets - ET You wi find bank worksheets in the back of this manua. Instructions for competing the worksheets are in the Reference chapters. Many of the CPs assume you have competed the appropriate worksheet. Conventions Used in This Manua The procedures in this manua use the foowing conventions to describe how you enter FaxMemo configuration information and how information is dispayed on the Centigram Series G server consoe: a. Press Enter Enter bod Press the Enter key. For exampe, Press Enter if the current number is correct. On some keyboards, this key is abeed Return or has a return arrow (J) on it. Type the text shown, then press the Enter key. For exampe, Enter the ine number (-24) means type a number from 1 through 24, and then press the Enter key. Words or characters in bod rype indicate either a vaue to be entered by you exacty as shown or, when used to indicate a variabe entry, describe the type of vaue to be suppied by you. See exampe above. What you seect from a dispayed menu A dispayed prompt for information / / I Seect: (G) Current Group / I Prompt: Enter a group number = Response; Number of the ine group (-24) to be used for the appication. \ What you enter iv response to the prompt Note: Uness otherwise stated, press Enter after each response you enter. ix

9 Reader Advisories Reader advisories used in this manua are shown beow. Note: Information especiay usefu in reation to this procedure. CAUTION! A b Information that heps you prevent equipment or sofiware damage. CAUTION! 8 Information that heps you avoid eectrostatic discharge (ESD) damage to the equipment. WARNING! Information that heps you prevent an interruption to teecommunications traffic. 0 I WARNING! A hazard that can cause you persona injuxy. DANGER! Warns of a condition that coud severey injure or ki you.

10 Before You Start This manua assumes that you are famiiar with using a consoe and keyboard. section describes how to use the Centigram Series G server effectivey. This Consoe ips and Techniques The tips and techniques offered in the foowing paragraphs can make configuration entry sessions at the Centigram Series 6 server maintenance consoe more productive. Mewing Accepting Menus When you finish entering a vaue for a parameter, the server dispays an abbreviated form of the current menu, caed the short menu. To view the compete current menu when a short menu is dispayed, just press Enter. To return to the Main Menu from any VoiceMemo appication configuration menu, press X (Exit), unti the Main Menu appears. Defauts To accept a defaut dispayed in a prompt; just press Enter. To accept a defaut dispayed in a menu, no action is necessary. Avoiding Automatic Exit CAUTION! The Centigram Series 6 server times out after 15 minutes. This means that if you do not enter anything at the consoe for 15 minutes, the server automaticay exits from the current program. When this happens, a work that has not been saved on the disk is ost. = To avoid being timed out and osing your work, foow these steps: 1. When you need time to think, write down the name of the current menu. 2. Exit to the (server) Main Menu. 3. When you want to continue your work, enter the appropriate menu options to regain your pace. xi

11 If you find that the Centigram Series 6 server has timed out, foow the steps beow. If your screen is bank, press any key to reactivate the screen and then continue with these steps. Quitting 1. Press any key to start the ogin sequence. 2. Enter your user ID and password (if requested). 3. Starting from the Main Menu, enter menu options to proceed to the menu from which the server timed out. 4. Reenter data as needed to regain ost work. an Entry Session At any point during entry of offine or onine parameters, you&n quit. Quitting discards a parameter entries you have made and eaves the VoiceMemo appication configuration the way it was before you started entering parameters. To quit from the VoiceMemo Configuration Ofine or Onine Menu: Seect: 0 Q+- Forget Changes Prompt Quit and forget changes? (y/n) = Response: Y to return to the VoiceMemo Configuration Main Menu. Shortcut Commands You can use the Ctr (Contro) key or the / (sash) key whie simu.mneousy pressing another key to execute shortcut commands at an Centigram Se&s 6 server maintenance consoe. GCOS menus, return to the VoiceMemo Configuration Menu and save any entries. From the ofine or onine menus, or FCOS, LCOS, GCOS menus, return to the VoiceMemo Configuration Menu without saving any entries. Stop scroing a dispayed report. Resume scroing a dispayed report. xii

12 Preparing for a Configuration Session Before you begin a configuration session, you need the foowing: The VoiceMemo R&wnce and ConJ;guation Manua.~ A Centigram Series G server maintenance consoe (video monitor and keyboard) and VoiceMemo modue, with power on At east two teephones for configuration testing A bank 3.5-inch diskette on which you can copy your configuration Competed worksheets (an initia suppy of bank worksheets is incuded in the VoiceMemo tejmence and Configuration Manmz)... X11

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14 1 FaxMemo Features and Functions FaxMemo is an optiona feature that aows VoiceMemo users and outside caers to exchange faxes through user maiboxes and specia maiboxes. It consists of one or more FaxMemo cards and software integra to the Centigram Series 6 Communication Server, and provides a set of fax-reated features and imits that you can assign to VoiceMemo maiboxes. In a common fax transmission, the sender inserts a document into the sending fax machine. The document is scanned and sent as data to the receiving fax machine, where it is printed out, as shown in Figure FAX a ej a FAX WOFAX Figure -1 Common Fax Transmission With FaxMemo, fax documents are stored eectronicay as fax messages in VoiceMemo maiboxes. From there, faxes can be deivered to any fax machine at any time, distributed to other maiboxes, sent over a network, or viewed on a PC (requires the OneView optiona feature). Figure -2 shows the basic operation of FaxMemo. fb FAX f&3... -?A FAX 6002FAX Figure 1-2 Fax Transmission With FaxMemo 1-

15 FaxMemo Features and Functions FaxMemo overcomes many of the probems inherent in typica fax communication: 0 Caers sending a fax do not have to wait due to the receiving fax machine being busy with another transmission. 0 Faxes are stored in password-protected user maiboxes. Faxes do not sit at the fax machine for anyone to read. 0 Recipients receive notification when a new fax arrives. Incoming faxes do not sit for days because recipients do not know they are there. 0 Faxes can be annotated with voice messages (aso caed voice coversheets), reieving the sender of typing out expanatory notes. 0 The recipient decides when and where a fax is printed out. For exampe, a FaxMemo user away from the office coud ca his VoiceMemo maibox and direct a fax, deposited there by someone ese, to be deivered to his hote, the airport, or wherever there is a convenient fax machine. After reading the fax, he coud ca back into his maibox and send the fax to another party, perhaps a prospect waiting for a quotation. For a description of end-user features and functions, see the User Gaidefor VoiceMemo and Fdmo. FaxMemo Appications -- FaxMemo appications incude Fax Mai, Fax Broadcast, Guaranteed Fax, Fax Pubishing, and Wakaway Fax. You can use one or more of these appications, in any combination. For more information about panning and configuring these appications, see the Sofiware Configuration Panning chapter. Fax Mai Fax Mai is the most genera and widey used appication of FaxMemo. With Fax Mai, incoming faxes are stored eectronicay as fax messages in a user s maiboxthe same maibox that stores voice messages. Users are then notified of their new fax messages in the same manner as with voice messages (for exampe, message waiting ight, pager, stutter dia tone). By caing into their maiboxes, users can retrieve their fax messages at any time by sending them to any fax machine. In addition, users can ca into their maiboxes from fax phones and retrieve their fax messages onine at that fax machine. Users of Fax Mai have the same options that are avaiabe to them through voice mai: fax messages can be payed, answered, or given to another maibox, distribution ist, or off-system teephone (fax> number. -2

16 FaxMemo Feanues and Functions Fax Broadcast Fax Broadcast aows a user to make and send a fax message simutaneousy to mutipe destinations using a distribution ist. The destinations can incude any other users maiboxes, users on another VoiceMemo system connected with Centigram s MESA-Net digita network, or outside teephone numbers. For exampe, a product manager coud disseminate price changes to the saes force with a copy of the new price ist and an attached voice message expaining the changes. Fax Broadcast messages can be schedued for future deivery (when rates are ower), and the Series 6 server can automaticay retry cas to numbers that are busy or do not answer. Guaranteed Fax with FaxMemo, deivery of incoming faxes can be guaranteed even when the company or department fax machine is busy, runs out of paper, or is otherwise disabed. One or more Guaranteed Fax maiboxes are assigned to a hunt group with the fax machine. When the machine is busy, the incoming faxes are routed to and stored in the maiboxes; the caer never reaizes that the fax did not go directy to a fax machine. The maiboxes then automaticay and continuay try to deiver the stored faxes to the same or another f$x machine. Fax Pubishing You can configure a FaxMemo maibox to deiver a voice message and a fax to any caer on reaching the maibox. This provides a convenient way to pubish frequenty requested information to empoyee users, customers, or any outside caers. The caer can reach the maibox containing the appropriate information directy or be ed by voice prompts through a maibox tree or chain structure. The maibox containing the fax can do either of the foowing: a Pay a voice coversheet or a menu or both, giving the caer the choice to either receive the fax onine or enter a teephone number for deivery of the fax. Immediatey begin transmitting the fax. Wakaway Fax Wakaway Fax appears to the sender exacty ike a reguar fax machine. With this feature, caers dia a teephone number (from a fax machine or a PC running fax software) and immediatey send a fax, without a voice coversheet, directy into a user s maibox. Caers do not have to respond to prompts or monitor the ca. The wakaway Fax Maibox istens for fax tone whie paying a greeting, and if detected, receives the incoming fax. If none is detected, norma message recording ensues. 1-3

17 FaxMemo Features and Functions FaxMemo Fexibe Configuration The FaxMemo configuration software incudes menu seections so the system administrator can assign FaxMemo resources to ine groups and add the fax options to existing FCOSs (Features Casses of Service), LCOSs (Limits Casses of Service), and NCOSs (Network Casses of Service) e RCOS (Restriction Cass of Service) settings can aso be used to contro fax deivery destinations. Cass of Service Options Foowing are ists of FaxMemo feature, imit, and network options. Each of these options is described in detai in chapter 4, Software Configuration Panning. FCOS Fax Options 4 Receive fax messages Make fax messages Give fax messages Deiver fax to defaut fax phone number Deiver fax onine Deiver fax to designated teephone number User changeabe defaut fax phone number for fax deivery Fax on demand Receive fax messages ony Automatic receipt for fax message sent Fax cover page Wakaway Fax Discard fax messages after deivery Fax verify Deny user change of fax cover page Dispay a FROM fied on fax cover pages Dispay a promotiona message on fax cover pages Automatic fax retrieva End of session deivery Retrieve a unpayed faxes Receive fax on record timeout Pay fixed initia prompt for wakaway fax LCOS Fax Options Maximum number of digits aowed for the fax deivery phone number Number of fax messages per maibox e CNG tone detection ength Fax deivery retry frequency 1-4

18 FaxMemo Features and Functions Fax deivery retry interva Retention time for payed, unpayed, and urgent fax messages Retention time for fax receipts NCOS Fax Options Make fax message to the network Give fax message to the network Answer fax message to the network Cover Page Options FaxMemo provides three cover page options for faxes sent out from the server: 1. Each maibox owner can have a persona fax cover page. This option aows a maibox owner to fax their own cover. page into their maibox (via the User Options Menu). The system sends the persona cover page with any fax sent from the maibox to a teephone number. Faxes retrieved onine do not incude a cover page. 2. The system can send a company cover page. If a cover page is put in the administrator s maibox, it becomes the cover page for a faxes sent from that ine group for a maiboxes that do not have a persona cover page. You can assign separate administrator s maiboxes, each with a different cover page, to each outbound ine group with fax capabiity. 3. The system generates a defaut cover page for any maiboxes that do not have a persona or company cover page. The defaut cover page contains the foowing information: e A To fied showing the name of the sending maibox A From fied, indicating the system or service that the fax was sent from (optiona) The number of pages in the fax A time fied, showing the time that the fax was sent, incuding a time zone designator The date that the fax was sent from the maibox (not the date the fax was sent to the maibox) A promotiona or greeting message of up to 60 characters (optiona) Note: If feature bit 200 is not enabed for a maibox, send any cover page. the system does not -5

19 FaxMemo Features and Functions Biing and Statistics The Series 6 server keeps records of fax traffic, both at the system and maibox eve. Maibox owners can be bied for faxes sent and.received, either in terms of the number of faxes, or in terms of the tota number of pages Series 6 servers offer two other methods of biing maibox owners for fax usage. Fax transactions are recorded in Ca Detai Recorder records, which can be downoaded to a computerized biing system for interpretation and biing. Or the server can pace fax cas using maibox owners ong distance carriers and caing card numbers. This can eiminate the need for any further biing, because there is no to incurred by the server. Fax statistics reports are aso avaiabe to monitor the use of fax groups and fax 4 storage. See the FaxMemo Biing and Statistics chapter for more information on these topics. FaxMemo Hardware The MVIP faxcards used in Series 6 servers work with the ine cards to provide fax services during ca sessions. The MVIP fax cards do not have direct teephone interfaces. They communicate over the MWP bus with the ine cards, which contain the teephone interface hardware and contro the ca sessions. -Figure -3 iustrates these communication paths. MVIP Bus / 7 Figure 1-3 Fax Card to Line Card Communication Because MVIP fax cards are not physicay attached to an individua ine or ine card, they can communicate over the MVIP bus with any ine card. In this way, they can 1-6

20 FaxMemo Features and Functions serve as a fax resource to any ine card. MVIP fax cards can be a dynamicayaocated resource poo for severa ine card groups, or they can be assigned to a singe ine group. When a fax group is assigned to a ine group and the number of fax channes is the same as the number of ine ports, the fax group is a tdicated. With a dedicated fax group, there is aways a fax resource avaiabe for every ine port. See the Hardware Instaation %nnin g chapter for a further expanation of FaxMemo hardware. Equipment Suppied With FaxMemo Each FaxMemo package incudes the foowing items: Two 3.5-&h FaxMemo Optiona Feature software diskettes One or more MVIP Faxh4erno cards with two, four, or eight-port capacities One V&Nemo F cmemo Manua (this document) The number of user guides ordered If any of these items are missing, contact your Centigram distributor. Series 6 Server Requirements FaxMemo can be instaed and enabed in any Series 6 server with VoiceMemo Reease 5.02 Revision A software or ater. Your system must have Reease 6.0 or ater to use MSQP FaxMemo cards that work with ine cards on the MVIP bus. Your system must have one empty card sot for each FaxMemo card to be instaed. You must take the sewer out of service for about I5 to 30 minutes for FaxMemo card instaation. The tota time required depends on the number of FaxMemo cards that you wi iusta. tier you insta the hardware and configure the software, you must activate the new corr&uration, resuting in a momentary oss of ca processing capabiities. Note: If your Series G server was ordered as a new system with the FaxMemo optiona feature, the FaxMemo cards and software were instaed at the factory. 1-7

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22 2 Panning Outside Caer Access With the FaxMemo optiona feature, outside caers can eave fax messages for maibox owners just as if they were sending a fax to a fax machine. In most instances, caers beieve they are diaing directy to a fax machine, and are not prepared to perform any specia functions to deiver a fax. Therefore, for the fax mai appication to be effective, the system must aow the caers to deposit faxes into the appropriate maiboxes without any unexpected requirements. In most non-service provider FaxMemo instaations, maibox owners have two maiboxes on the system. The first is their standard maibox where they receive and pay their messages. The second is a broadcast maibox with wakway fk enabed which is transparent to the maibox owner and automaticay sends fax messages into the maibox owner s standard maibox upon message receipt, as shown in Figure 2-1. The reason for the broadcast maibox is to aow maibox owners to pubish a teephone number where caers can send a fax directy to them. This second number goes directy to the broadcast maibox without first ringing at any teephone. This aows for a situation that is famiiar to both the caer and the maibox owner. ~ Voice cas to ext PBX/CO RNA/Busy forward Fax ces to ext 1235 Figure 2- The Broadcast Fax Maibox Setup There are severa ways that caers sending faxes can be routed to the correct maiboxes. These incude DID routing, Switch Integration routing, Switch Tie Trunk Integration routing, and Genera Access. It is possibe to combine two or more of these methods to meet user needs and cost requirements. 2-1

23 Panning Outside Caer Access DID Fax Ca Routing Note: The primary purpose of the ca routing scenarios in this chapter is to show possibe switch connections. There are many ways to configure ine groups and assign fax resources. Fax resources can be dedicated to a singe ime group or shared by inbound and outbound ine groups. The simpest routing method is to connect a second FaxMemo-equipped inbound ine group to DID trunks directy from the CO. In this scenario, each maibox owner that has fax mai capabiity is provided with a DID teephone number that aows a caer to deposit a fax message, or voice and fax message, into a broadcast maibox on the system. Because the DID method invoves additiona trunks from the centra office that bypass the PBX, it can be used in any &itch environment. It does incur the expense of the DID ines and DID numbers for a users with FaxMemo capabiity. Figure 2-2 shows this configuration. and Messages Fax Retrieva A - Inbound Integrated Line Group without Fax Resources B - inbound DID Line Group with Assigned Fax Resources C - Outbound Line Group with Assigned Fax Resources Figure 2-2 DID Fax Ca Routing Switch Integration Fax Ca Routing Fax Mai is supported by most of Centigram s PBX and Centrex integrations. Switch integration works the same way as DID fax ca routing in that the caer is directed immediatey to the appropriate maibox. This method requires every person with Fax Mai capabiity to have a-second DID number (both CO and PBX) that 2-2

24 Panning Outside Caer Access goes to a software-ony phantom extension on the PBX. The phantom extension numbers must correspond to the broadcast maibox numbers, and must be hardforwarded to the VoiceMemo piot number. This method of fax ca routing is shown in Figure 2-3. and voice Cas Messages m-9 FAX Fax Retrieva A - inbound Integrated Line Group with Assigned Fax Resources B - Outbound, Line Group with Assigned Fax Resources Figure 2-3 Switch Integration Fax Ca Routing, Method 1 The advantage of this method is that fax cas are answered immediatey by the desired party s FaxMemo broadcast maibox, and it does not require any trunks directy from the centra office. However, it does require the expense of an additiona DID number for each maibox owner with fax capabiity. Not a switches support a phantom extension capabiity. If your switch does not support this, then you must use another method If your switch supports mutipe in-bound ine groups, you can use the second method of switch integration. 2-3

25 Panning Outside Caer Access Voice Cas and FAX VoiceEax Message Deposit d& A a w - t -gzb PBX RI&BUS Fonvar J + E Hunt 1.._ A... L a ema=ax... a A - Inbound Integrated Line Group without Fax Resources FAX B - Inbound Integrated Line Group with Assigned Fax Resources Fax Retrieva C - Outbound Line Group with Assigned Fax Resources Figure 2-4 Switch Integration Fax Ca Routing, Method 2 2-4

26 Panning Outside Caer Access Switch TIE Trunk Integration Fax Ca Routing This method utiixes the tandem switching capabiities of many PBXs. If the integration routing method is not supported by your switch, this method sti aows you to use a ine group to the switch from the CO, but coud require additiona cards in the PBX This method aso requires everyone with fax capabiiry to have a second DID number from the CO. When the switch receives a ca on one of the DID ines, it passes the ca and its reated information to the Series 6 server over a set of TIE trunks. The ca information aows the server to connect the caer to the appropriate maibox. Figure 2-5 shows this method of fax ca routing.... E ::: voice ca.5 and Messages vok9/mt Message Deposit A - Inbound Integrated Line Group without Fax Resources B - Inbound TIE Trunks Line Group with Assigned Fax Resources Fax Retrieva _ C - Outbound Line Group with Assigned Fax Resources Figure 2-5 Switch TIE Trunk Integration Fax Ca Routing One disadvantage of TIE trunk integration is that many PBXs do not aow caers to transfer on TIE trunks. If most of the cas on these trunks are fax cas though, few caers need to transfer. m7fax 2-5

27 Panning Outside Caer Access Genera Access Fax Ca Routing The aternative to DID or switch integration routing is to have a singe fax message number that, upon answering, requests that the caer enter the maibox number of the party who wi receive the fax. Figure 2-6 shows these cas routed directy to the inbound ine group. The advantage of this access method is the security arid screening that it offers, since ony those who know the maibox number can access it. This method is avaiabe on any PBX or key system with no specia hardware or software requirements. Voice cas and Messages co I \ PBX I RNA/BUS Forwe JJ -43 Hunt a Fax Retrieva A - Inbound Line Group with Assigned Fax Resources B - Outbound Line Group with Assigned Fax Resources Figure 2-6 Genera Access Fax Ca Routing 2-G

28 3 Hardware Instaation Warming Panning the hardware to support FaxMemo invoves: Knowing how you wi route fax cas to the Series G server (Chapter 2) a Understanding the reationship of fax cards to ine cards Understanding the requirements of the FaxMemo appication(s) that you wi use on your system *, Knowing the expected voume of fax ca traffic for your system 0 Foowing the five hardware configuration rues You need a of this information to fi out the FaxMemo Card Worksheets. How Fax Cards and ine Cards Communicate Fax cards and ine cards work together to provide fax services on a Series 6 server. The ine card handes a ine signaing, supetision, and voice/f+ transmissions. The fax cards have no direct connection to teephone services, but communicate with the ine cards over the MVIP bus, as shown in Figure 3-. MVIP Buss Figure 3- Fax Card to ine Card Communication A voice port requests a fax resource over the ANIP bus when it detects an incoming fax tone during a wakaway fax ca session or when a user pushes a key to eave a fax. 3-1

29 Hardware Instaation Panning Once an association with a fax channe is made, the voice port passes a fax-reated data to the fax channe, which converts it into a format suitabe for storage on the system hard disks. When the fax transmission/reception is compete, the voice port reeases the fax channe and continues with the ca session. The fax channe is immediatey avaiabe to service other voice ports. FaxMemo Appication Port Requirements Each FaxMemo appication has unique requirements for fax-equipped ports on a Series 6 server. You can combine any or a FaxMemo appications on the same ine groups, provided you aow enough FaxMemo cards to carry the ca traf&. Fax Port Panning for Fax Mai For genera purpose Fax Mai between outside caers and maibox owners, and between maibox owners, you need fax groups connected with both inbound and outbound ine groups. The requirements parae those for voice message handing. Inbound ine groups with fax are required for outside caers or users depositing faxes in maiboxes and for users retrieving faxes onine. Outbound ine groups with fz are required for users to deiver their faxes to a fax machine, or to send a fax to an offsystem number. (The give fax message option is handed by software and does not use a fax port.) Fax Port Panning for Fax Broadcast Fax Broadcast is ike Fax Mai, but with many recipients for each fax message. Fax Broadcast aows a user to send a fax message to a number of peope by using the VoiceMemo distribution ist features. The sender uses an inbound fax-equipped port to send the fax to a persona distribution ist or to a master broadcast maibox. The server distributes the fax directy to on-system users (no fax port is needed for distribution). Fax groups connected with inbound and outbound ine groups are required for users to retrieve their faxes as described in Fax Mai. If users broadcast often to off-system numbers, you must size the system with the appropriate number of outdiaing ports that can use fax resources. Fax Port Panning for Guaranteed Fax In Guaranteed Fax, you incude FaxMemo maiboxes in a hunt group with company or department fax machines to hande the overfow when the machines are busy or out of service. Guaranteed Fax requires an inbound ine group with fax for the maiboxes on the hunt group. Faxes outbound from these maiboxes to fax machines need outbound fax port capabiity. If traffic aows, you can assign the outbound port capabiity to Fax Mai or Fax Broadcast outbound ports. 3-2

30 Hardware Instaation Panning Fax Port Panning for Fax Pubishing A Fax Pubishing appication usuay has some number of documents stored in specia fau maiboxes on the Series G server. Caers that reach the system use their push-button phones to request that certain documents be faxed to them. Fax Pubishing requires a minimum number of fax channes connected with inbound ine groups to pace the documents in the system for retrieva. If you aow caers to receive the fax documents onine (that is, whie caing from a fax machine), you need fax groups connected with an inbound ine group. If you require caers to input the phone number of their fax machine for deivery, you ony need fax groups connected with an outbound ine group. If you offer caers their choice of methods, you need fax groups for both inbound and outbound ine groups. You might require dedicated fax groups, depending on the number of cas expected and the number of faxes pubished sirnutaneonsy. Fax Port Panning for Wakaway Fax Wakaway Fax is a specia feature that you can activate for Fax Mai, Fax Broadcast, and Guaranteed Fax appications. When Wakaway Fax is activated, caers can send from a norma fax machine (or PC with a fax card) to the Series G server just as if they were sending to another fax machine - they do not need to isten or respond to any voice prompts before sending a fax. Wakaway Fax by itsef ony requires fax groups connected with inbound ine groups to deposit faxes. Depending on which other FaxMemo appications you are using with Wakaway Fax, maibox owners may be abe to use the same inbound ine group to retrieve the faxes on ine, or you may need fax groups on an outbound ine group so that users can deiver their faxes to fax machines. FaxMemo Hardware Configuration Rues a It is easier to pan fax cards if you famiiarize configuration rues. yoursef with these five hardware Rue #: Every voice port that either sends or rece nres a fax must have access to a fax channe. Any ca that either deposits a fax or retrieves a fax message on ine (caer is caing from a fax phone) must be answered by a voice port with access to a fax channe. Likewise, any outbound ca that deivers a fax must be made from a voice port with access to a fax channe. Voice ports in ine groups that are not assigned to a fax group cannot send or receive faxes. Fax channes do not have to be assigned in a one-to-one reationship with voice ports. Because the FaxMemo cards use the h4vip bus to communicate with the ine 3-3

31 Hardware Instaation Panning cards and do not have direct connections to specific phone ines, any channe on a FaxMemo card can service any port on any ine card in the same modue. In addition, fax channes are aocated dynamicay - once a channe competes a session, it is avaiabe to service another session on another port. See rue #2 and rue #3 for more information ports. on assigning fax channes to voice Rue #2: A fax group can be shared by more than one ine group. A fax group (a defined set of fax channes) can be assigned to more than one ine group, and its channes are then shared by the voice ports in those ine groups. Fax groups can be shared by both inbound and outbound ine groups. Figure 3-2 shows a shared fax group. 8. There can be more voice ports than fax channes - the fax channes are aocated as they are needed for the different ca sessions. If a of the fax channes in the fax group are in use by ca sessions and another ca session requests a fax resource, the system informs the caer that the fax cannot be sent/received. Rue #3: A fax group must be dedicated to a ine group to guarantee avaiabiity of a fax resource. When there is a one-to-one reationship between the number of voice ports in a ine group and the number of channes in its associated fax group, the fax group is considered dedicated to the ine group. This configuration ensures that voice ports in ine groups that carry a ot of fax tra%c wi never be unabe to get a fix resource. A Series 6 server can have dedicated and shared fax groups, as show in Figure 3-2. Fax Group 2 shared y Line Groups 2 and 3 \ 1 I / / ---w-_-c *- 6027FAx Figure 3-2 Fax Group to ine Group Reationships 34

32 Hardware Instaation Panning Rue #4: Rue #5: Line groups connected to fax groups can sti perform a other VoiceMemo functions. Ports that are equipped for FaxMemo can per&m any VoiceMemo function. For exampe, the same outbound ine group that deivers faxes can aso make message deivery and paging cas. L&wise, the same ine group that performs teephone answering functions can aso receive inbound faxes. There is no need to dedicate ine groups to perform FaxMemo functions. It may be a better use of system resources to have a separate ine group for some fax appications. In most FaxMemo instaations, every ine group in the system does not need a dedicated fax group. The ony time a fax channe is absoutey required on an inbound ca is when a caer sends a fax. The ony time a fax channe is required on an outbound ca is when the system needs to deiver a fax. For some fax appications, such as Fax Mai, a fairy ow percentage of cas invove fax transactions. The fax traffic for these appications probaby can be carried by a singe fax group that is shared by incoming and outgoing ine groups. The number of fax channes in the fax group shoud be arge enough to provide an acceptabe grade of service to fax caers. For other fax appications, such as Fax Pubishing, it is ikey that every ca invoves a fax transaction. You may want to have a separate ine group for these appications and dedicate a fax group to the ine group so that there is aways a fax channe for every voice port. The ine group may be incoming or outgoing, depending on whether caers must ca in from a fax machine and receive faxes onine (incoming), or whether they can enter a phone number for the fax to be deivered (outgoing). By configuring some fax groups as shared and others as dedicated, you can utiize your fax resources to provide an appropriate grade of service for each fax appication. Note: If a caer on an inbound ine group tries to send a fax when there are no resources avaiabe, the system pays a prompt teing the caer that it cannot process the request at that time. If there are no fax resources avaiabe for an outgoing fax ca, the server retries the ca (according to LCOS settings) unti one is avaiabe. FaxMemo Card Panning Worksheet With the information that you have gathered from chapters 2 and 3, you shoud be abe to fi in the FaxMemo Card Panning Worksheets. A sampe worksheet foows. Bank worksheets for photocopying are in the worksheets section at the end of this manua. Make a copy for each server modue in which you are instaing FaxMemo cards. 3-5

33 Hardware Instaation Panning For each fax card in each modue, enter the Faxhkmo card seria number, the system sot number, the number of channes on the fax card, and the base I/O address (see Technica Reference 1904). Identify the fax group that each fax channe beongs to, and the ine group(s) that it is connected with, and whether the fax group is dedicated to one ine group or shared.

34 Hardware Instaation Panning FaxMemo Card Panning Worksheet Hardware Backpane FaxMemo Card Number of Base I/O Modue No. Sot No. Seria No. Channes / Address I 14 I 0 I 128 I 2 I 15 I 6 I 100 I I 2 I 14 I 512 Confiauration Fax Group #: 1 Modue #: 1 Tota Number of Channes: 16 Connect with ine Group(s): I Dedicated E Shared 0 Tripet (modue:sot:channe) I 1:15:0 I I 1:15:1 I I 1:15:2 I I 1:15:3 I Tripet (modue:sot:channe) 1:14:0 1:14:1 1:14:2 1:14:3 1:14:4 I 1:15:5 1:15:6 1:15:7 I 1:14:5 1:14:6 1:14:7 Prepared By: Instaed By: Date: Date: 3-7

35

36 Hardware Change Task ist VoiceMemo Pageof Reease G.OA and ater Task Procedure FaxMemo Hardware Changes Repace an MVIP Fax Card... CP 2146 Insta an MVII? Fax Card... CP 7510 Remove an MVIP Fax Card... CP 7511

37

38 Repace an MVIP Fax Card VoiceMemo cd146 Page 1 of2 Reease G.OA and ater This procedure describes how to repace an MVIP fax card in a Series 6 server. A f DANGER! Disconnect the system from its power source before connecting cabes, components, or both. CAUTION! Protect your system from ESD damage during handing of a components. WARNING! 8. This process requires the modue to be shut down, resuting in oss of ca processing capabiities. Centigram recommends that you perform thi s procedure during periods of ow ca traffic. Note: You can find IRS referenced in this procedure in the Ce&gnzm Series G : Te Zej4ffence Observe Precautions 1. Put on a grounded wrist strap, attaching the other end to the Series 6 server. Doing so protects the component from eectrostatic discharge. 2. Shut down the system, press the reset button, and turn off the power. c? 5700 A ai CAUTION! Removing a component whie the power is on can severey damage both the component you are working on and others. 3. Wait one minute after you turn off the power before you remove any components. The hard disk shoud stop spinning and be quiet. 4. When removing a component, pace it on a non-conductive surface, such as an antistatic bag. Make sure you have the anti-static bags required before you Before You Begin 5. Configure the fax card. TR 1904 D0CRcv.A

39 GP 2146 Page 2 of 2 Reease G.OA and ater SFP Remove the Fax Card 6. Remove the cover on the system. On a Mode 640, remove the front pane of the CPU assemby. 7. Identify the fax card to remove. 8. Using the pastic oops, remove the MVIP cabe. You ony need to remove the cabe from enough cards so that you can access the fax card. 9. Use a screwdriver to unfasten the bracket screw that hods the fax card to the yd cage. 10. Grasp the fax card firmy, and pu it straight out. 11. Pace the fax card on a static bag. CD Insta the New Fax Card 12. Pick up the new fax card. Hod it with the backpane connector facing away from you. 13. Insert the fax card into the aignment grooves of the card cage..4. Side the fax card aong the grooves unti the fax card backpane connector is touching the corresponding connector on the backpane. 15. Be sure that the two connectors are propery aigned, then press firmy on the edge of the fax card unti the connectors are fuy seated. 16. Tighten the bracket screw that hods the fax card in the card cage. 17. Reconnect the MVIp cabe to a appropriate cards. 18. Repace the cover on the system Restore power to the server. 20. If you instaed the new card in a different sot, or if the repacement card is not identica to the card that you removed (same number of channes, same base I/O address), deete the od card and add the new card to the Resource Manager.

40 Insta an MYIP Fax Card VoiceMemo Page 1 of 2 Reease 6.OA and ater This procedure describes how to insta an MVIP fax card in a Series 6 server. DANGER! Disconnect the server from irs power source before connecting cabes, components, or both. CAUTION! Protect your server from ESD damage during handing of a components. WARNING! This process requires the modue to be shut down, resuting in oss of ca processing capabiities. Centigram recommends that you perform this procedure during periods of ow ca traffic. Note: You can find TRs referenced in this procedure in the Centigram Series G Technica Reference Manua. Step Observe Precautions 1. Put on a grounded wrist strap, attaching the other end to the Series 6 server. Doing so protects the component from eectrostatic discharge. 2. Shut down the server, press the reset button, and turn off the power. CAUTION! A a Removing a component whie the power is on can severey damage both the component you are working on and others. 3. Wait one minute after you turn off the power before you remove any components. The hard disk shoud stop spinning and be quiet. 4. When removing a component, pace it on a non-conductive surface, such as an antistatic bag. Make sure you have the anti-static bags required before you Insta the Fax Card 5. Set switches on the MVIP fax card. TR Remove the cover on the server. On a Mode 640, remove the front pane of the CPU assemby. Dot Rev. A

41 r c? 7510 Page 2 of 2 VoiceMemo Reease 6.OA and ater Step w erence 7. Using the pastic oops, remove the MVIP cabe. You ony need to remove it from enough cards so that you can insta the fax card. 8. Pick up the fax card. Hod it with the backpane connector facing away from you. 9. Insert the fax card into the aignment grooves of the card cage. 10. Side the fax card aong the grooves unti the fax card backpane connector is touching the corresponding connector on the backpane. 11. Be sure that the two connectors are propery aigned, then press firmy on the edge of the fax card unti the connectors are fuy seated. r. 12. Tighten the bracket screw that hods the fax card in the card cage. 13. Reconnect the hnip cabe to a appropriate cards. 14. Repace the cover on the server. 15. Restore power to the server. Dar RN. A

42 Remove an MMP Fax Card VoiceMemo c?7511 Page 1 of 2 Reease 6.OA and ater This procedure describes how to remove an MVIP fax card from a Series 6 server. DANGER! Disconnect the server from its power source before connecting cabes, components, or both. CAUTION! Protect your server from ESD damage during handing of a components. WARNING! *, This process requires the modue to be shut down, resuting in oss of ca processing capabiities. Centigram recommends that you perform this procedure during periods of ow ca traffic. Step Observe Precautions 1. Put on a grounded wrist strap attaching, the other end to the Series 6 server. Doing so protects the component from eectrostatic discharge. 2. Shut down the server, press the reset button, then turn off the server power , Ch. 4 CAUTION! Removing a component whie the power is on can severey damage both the component you are working on and others Wait one minute after you turn off the power before you remove any components. The hard disk shoud stop spinning and be quiet. 4. When removing a component, pace it on a non-conductive surface, such as an antistatic bag. Make sure you have the anti-static bags required before you Remove the Fax Card 5. Remove the cover on the server. On a Mode 640, remove the front pane of the CPU assemby. 6. Identify the fax card to remove. 7. Using the pastic oops, remove the MVIP cabe. You ony need to remove the cabe from enough cards so that you can access the fax card. 8. Use a-screwdriver to unfasten the bracket screw that hods the fax card to the card cage. Dot Rev. A

43 c? 7511 Page 2 of 2 Vo&eMemo Reease G.OA and ater SteD Reference 9. Grasp the fax card firmy, and pu it straight out. 10. Pace the fax card on a static bag. 11. Reconnect the MVIP cabe to a appropriate cards. 12. Repace the cover on the server. 13. Restore power to the server. Doe Rcy. A

44 Configuration Task ist VoiceMemo Page 1 of 1 Reease 6.OA and ater Task Procedure FaxMemo Configuration Add FaxMemo to a Series 6 Server... c? 6449 Con.@ure for Fax Broadcast... C 6453 Codgure for Fax Mai... CP 6450 Canfigure for Fax Pubishing... CP 6451 Coufigure for Guaran teed Fax... CP 6452 Setup a Company Fax Cover Page CP 6454 Activate the Inactive Configuration... C? 7002 Add or Deete Feature Bits... c? 5011 Configure a Maibox for FaxMemo... c? 7506 Configure Time Zones for FaxMemo... a? 7509 Customize a Defaut FCOS... C 5008 Customize an FCOS Copy... CP 5007 Define a Fax Group... C 7512 Insta an Optiona Feature... C? 5402 Set Limits for FaxMemo... C? 7508 Shut Down the System... CP 5700 Verify Configuration Parameters... C? 5015 Dar Rev. A

45

46 Customize an FCOS Copy VoiceMemo c? 5007 Page 1 of 2 Reease G.OA and ater This procedure describes how to customize an FCOS by modifying a copy of an existing.. FCOS. step Reference 1. Choose the existing FCOS you wish to use as a basis for your customized FCOS. 2. Compete an FCOS Worksheet. Bank worksheets are near the back of this manua. 3. Reach the System Configuration Menu, then go to the Feature Cass of Service Menu. Enter the requested information, as described in the foowing steps, from your competed FCOS Worksheet. vienu Map 11 Note: You can quit at any point in the foowing steps before you exit the Feature Cass of Service Menu. Quitting discards a entries you have 8. made and eaves the FCOS settings the way they were before you reached the Feature Cass of Service Menu. To quit: Make sure the Feature Cass of Service Menu is dispayed (short form or ong form). seect: (Q) Quit - Forget Changes Ihmpt: Quit and forget changes? (y/n) = Response: Y for yes. 4. Number and name the customized FCOS. Seect: (C) Current FCOS Prompt: FCOS to modify = Response: A number from 18 through 20 or 25 throuph 640. seect: (N) Name FCOS Prompt: Enter FCOS name (0-15 chars) = Response: Enter a descriptive name to accompany the customized FCOS Make a copy of the existing FCOS. Seect: (K) Copy FCOS Prcmzpt: FCOS to copy (? for hep) = Response: The number of the existing FCOS chosen to be the basis for your customized FCOS. A copy of this FCOS is created and given the number and name you assigned above. Dot. RN. A

47 CP 5007 Page 2 of 2 VoiceMemo Reease G.OA and ater Step Reference 6. Add feature bits to the FCOS copy, as desired. Sekct: (A) Add Features prompt.- Features to add (? for hep) = Response: The 1 to S-digit numbers of the feature bits to be added. Feature bits can be entered in any of the formats shown beow: A singe bit, for exampe 208 A range of bits, for exampe A series of bits, for exampe, 39,40,207,208 e You can mix types of entries, so you can specify a the bits necessary in bne attempt. For exampe, this entry is vaid:._ 208,1-7,50,53,55,6 Do not enter spaces after commas, and do not end the entry with a comma. 7. Deete feature bits from the FCOS copy, as desired. Seect: (D) Deete Features Prompt: Features to deete (? for hep) = Response: The 1 eo 3-digit numbers of the feature bits to be deeted. The same rues appy to deeting bits as expained for adding bits. 8. Verify that the information you have entered so far matches your worksheet. Seect: (S) Show FCOS Prompt: FCOS to show (? for hep) = Response: The number of the FCOS copy that you specified in step If the information matches your worksheet, customization is competed and you can save it. If the information does not match your worksheet, make the necessary corrections. 10. After verifying that your entries are correct, save the customized FCOS by exiting from the Feature Cass of Service Menu. Dar Fkv. A

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