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1 Administration Guide June 20, 2006 Copyright 2006 by Equitrac Corporation All rights to this document, domestic and international, are reserved by Equitrac Corporation. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise) without prior written permission of Equitrac. Trademarks Equitrac is a registered trademark of Equitrac Corporation. Equitrac Professional, Equitrac Professional Enterprise Edition, Equitrac Call Accounting, and PageCounter CDR are trademarks of Equitrac Corporation. All other brands and their products are trademarks or registered trademarks of their respective holders, and should be noted as such. Safety Considerations When using your telephone equipment, always follow basic safety precautions to reduce the risk of fire, electric shock, and injury to persons, including the following: Never install telephone wiring in a lightning storm. Never install telephone jacks in wet locations unless the jack is specifically designed for wet locations. Never touch uninsulated telephone wires or terminals unless the telephone line has been disconnected at the network interface. Use caution when installing or modifying telephone lines. Avoid using a telephone (other than a cordless type) during an electrical storm. There may be a remote risk of electric shock from lightning. Do not use the telephone to report a gas leak in the vicinity of the leak. Save these instructions.

2 PageCounter CDR Administration Guide Table of Contents Table of Contents Overview and Installation Data Flow PageCounter CDR Specifications Navigating PageCounter CDR Menus Installing PageCounter CDR Initial Configuration Accessing Manager Mode Configuring the Cost Recovery Server IP Address Configuring the PageCounter CDR IP Address Assigning an IP Address by DHCP Assigning a Static IP Address Verifying Port Settings Rebooting the PageCounter CDR PageCounter CDR Configuration Manager Mode Options Quick View Manager Mode Options Info Network Set Control System Use DHCP Use Static IP Contrast Date Time Set Date Set Time Set Time Zone Devices Port Settings File Size Security Terminal Cleanup Delete CDR Reset Settings Hardware Test Status Screen Status Screen Overview Viewing Individual Status Messages Device Date and Time Alert Indicators i

3 Table of Contents PageCounter CDR Administration Guide Device Disk Space Status Total CDR Buffered Last CDR Date and Time Last Sent Date and Time Live CDR Capture Troubleshooting Network Error on Bootup Preliminary Information Setting the Correct IP Address Live CDR Capture Data Corruption Characters Appear as X s Data is Legible but Garbled Time Zone Options A - 1 Setting the Time Zone A - 2 Available Time Zones A - 3 Connecting to the PBX B - 1 PageCounter CDR to DB9 Female DCE B - 2 PageCounter CDR to DB9 Male DTE B - 3 PageCounter CDR to DB25 Female DCE B - 4 PageCounter CDR to DB25 Male DTE B - 5 ii

4 PageCounter CDR Administration Guide Overview and Installation 1 Overview and Installation At a Glance... Data Flow PageCounter CDR Specifications Navigating PageCounter CDR Menus Installing PageCounter CDR Initial Configuration PageCounter CDR is a Call Detail Record (CDR) hardware buffer device that captures call detail information from a PBX equipped with an RS 232 CDR or SMDR port. The PageCounter CDR device connects directly to a 10/100BaseT TCP/IP network. PageCounter CDR integrates with either Equitrac Professional with Call Accounting or Equitrac Professional Enterprise Edition with Call Accounting. This document uses the term cost recovery when referring to Equitrac Professional and Equitrac Professional Enterprise Edition at the same time. This chapter information about all necessary installation, hardware, and software requirements to install the PageCounter CDR device. For details on configuring the PageCounter CDR device, see PageCounter CDR Configuration on page

5 Overview and Installation: Data Flow Data Flow A PBX system tracks raw call detail information. The PageCounter CDR buffers raw call detail records and sends them to: Equitrac Professional with Call Accounting Or Equitrac Professional Enterprise Edition with Call Accounting Caution: If the Call Accounting and Equitrac Professional Enterprise Edition software reside on different servers, configure the PageCounter CDR to communicate with the server that contains the Call Accounting software. Equitrac processes the call detail data and uses the information to track and report on phone usage. Note: This document uses the term Equitrac cost recovery when referencing both Equitrac Professional and Equitrac Professional Enterprise Edition. Equitrac cost recovery software with Call Accounting combines the call data with rate table information to calculate and assign a cost to telephone calls. Equitrac then maps the call costs to the Time and Billing system for billback to clients. The following is an overview of the typical data flow: 1 A user makes a phone call. 2 The PBX captures raw call data. 3 The telephone switch sends raw call data to the PageCounter CDR via an RS232 adapter cable. 4 The PageCounter CDR sends information to the Equitrac cost recovery software with Call Accounting software. 5 The Equitrac cost recovery software with Call Accounting applies costs associated with each call using rate table information. 6 The Equitrac cost recovery software with Call Accounting then generates reports on costed call information, and transmits information to the time and billing system. 1-2

6 Overview and Installation: Data Flow The following diagram illustrates the typical data flow overview: 1-3

7 Overview and Installation: PageCounter CDR Specifications PageCounter CDR Specifications PageCounter CDR replaces the current NETBuffer and NETBuffer XP products. PageCounter CDR devices include a numeric keypad, two arrow keys, three function keys, and a 4 line X 20 character LCD display. An adaptor kit is also included to connect thepagecounter CDR terminal to the PBX. Hardware Specifications Connectivity Power Supply Mounting Size Weight Operating Environment Storage Ports and Connections Details Ethernet Category 5 cabling Dual 10/100 Ethernet ports Includes dual voltage power supply Input: 100/240VAC, 50-60Hz, 0.5A Output: +5VDC/3000mA Includes dual purpose Vertical/Horizontal mounting bracket Packaged x 5.5 x 11 in. (39 x 14 x 28 cm) Not packaged 7.88 x 4.14 x 2.36 in. (20 x 10.5 x 6 cm) Packaged 4.05 lbs/1837 g Not packaged 0.99 lbs/448 g Ambient Temperature: 5-55 C/ F Relative Humidity: 8-85% Storage Temperature: 0-65 C/ F Stores over 40,000 transactions Supports 100,000 call records per day Power Connection Power supply connector Serial Port Standard serial communication port Ethernet Connection RJ 45 Jack for Ethernet connection Ethernet Expansion Port-RJ 45 Jack for peripheral devices 1-4

8 Overview and Installation: Navigating PageCounter CDR Menus Navigating PageCounter CDR Menus Use the following keys to navigate on the PageCounter CDR menus. This document often references these keys in instruction steps as alternate navigation options. Key BACK END Function Home End F1/ F2 Page down/page up for long lists; Down/Up for short lists F3 ARROW UP, ARROW DOWN a ENTER Escape Move up or down one line Activate selected item 0..9 Hot keys for the first 10 menu items a. ARROW UP and ARROW DOWN refers to these keys: 1-5

9 Overview and Installation: Installing PageCounter CDR Installing PageCounter CDR Before installing the PageCounter CDR, ensure that you have all the necessary hardware components and a functioning installation of the Equitrac cost recovery software with Call Accounting. Also ensure that you have the required information necessary to establish a connection between the PageCounter CDR, the cost recovery system, and the PBX. Required hardware components include: Live Ethernet Network drop outlet 10/100 Base T Ethernet Network cable Private Branch Exchange (PBX) with SMDR port and DB9 enabled PageCounter CDR device and accessory kit Power supply Power cable Information for establishing a connection includes the server IP address and, if the PageCounter CDR uses a static IP address, its IP address, subnet mask, and gateway. Required software components include: Equitrac Professional, version 3.52 or higher with Call Accounting Or Equitrac Professional Enterprise Edition, version 4.63 or higher with Call Accounting Using the following labeled image as a guide, perform the following procedure to install the PageCounter CDR device: 1-6

10 Overview and Installation: Installing PageCounter CDR Device Connection Description 1. Power Connection Power supply connector 2. Serial Port Standard serial communication port 3. Copy Control Copy control port. The copy control port is not enabled. 4. Ethernet Connection RJ 45 Jack for Ethernet connection 5. Ethernet Expansion RJ 45 Jack allows device to be used as a hub 1 Connect the CAB00732 cable between the PBX device and the serial port of the PageCounter CDR using instructions from the PBX device manufacturer, and the adaptors and cables in the accessory kit, if necessary. For information about using the parts in the accessory kit, see Connecting to the PBX on page B 1. 2 Connect the power supply using the power cable supplied with the PageCounter CDR. When you connect the device to its power supply, the device begins its initialization sequence. Once this sequence is complete, the device displays the Status screen. Caution: Do not disconnect the power supply once CDR data collection begins. Disconnecting the power supply results in CDR data loss. 3 Perform the initial PageCounter CDR configuration. For details, see Initial Configuration on page Verify that configuration settings are accurate using live CDR capture to view incoming call detail records. For instructions on how to access live CDR capture, see Live CDR Capture on page Connect the device to the network. a b Plug an Ethernet cable into the PageCounter CDR Ethernet port. Connect the other end of the Ethernet cable to either an Ethernet hub, or to an Ethernet wall jack, if appropriate. You may connect another device, such as a network printer, to the Expansion port. Caution: If you use the PageCounter CDR device as a hub for another networked device, and the PageCounter CDR loses power or is disconnected, the networked device connected to the Expansion port also loses network connectivity. 1-7

11 Overview and Installation: Initial Configuration Accessing Manager Mode Initial Configuration When you have powered up and connected the PageCounter device to your network, configure a basic set of options to enable the PageCounter CDR device to communicate with the cost recovery system. Note: You must also configure the PageCounter CDR devices in the cost recovery software. See the Equitrac Professional or Equitrac Professional Enterprise Edition documentation for details on working with PageCounter CDR devices. At a Glance... Accessing Manager Mode Configuring the Cost Recovery Server IP Address Configuring the PageCounter CDR IP Address Verifying Port Settings Rebooting the PageCounter CDR Caution: You must know your PBX settings before proceeding with the PageCounter CDR Initial Configuration process. Make sure that your PBX has the DSR/ DTR hardware flow control feature enabled. Some PBX equipment configuration may be required. Refer to your PBX manual or contact your PBX provider for assistance. Initial device configuration steps include: 1 Accessing Manager Mode. 2 Configuring the Equitrac cost recovery server IP address. 3 Configuring the device IP address. 4 Verifying port configuration. 5 Rebooting the PageCounter CDR device. The following sections detail each of the required configuration steps. Note: You can use the ARROW UP and ARROW DOWN keys to navigate through the available options line by line. You can use the F2 and F3 keys to navigate through the available options one screen at a time. Press the BACK key to return to the top line in the menu. Use the ARROW UP, ARROW DOWN, F2, and F3 keys as an alternative to numeric key selections in the instructions in this section. Accessing Manager Mode Manager Mode enables you to configure network connectivity, set device and data storage preferences, and test the hardware. Accessing Manager Mode requires an administrative password. Caution: When the PageCounter CDR is in Manager Mode, it does not capture CDR data. You must manually exit Manager Mode to enable the PageCounter CDR to resume CDR data buffering. 1-8

12 Overview and Installation: Initial Configuration Accessing Manager Mode Perform the following procedure to access Manager Mode. 1 While in Idle Mode, when the terminal completes its initialization and the Status screen is on the display, press F2 + END. That is, press the F2 and the END keys simultaneously. 2 Enter a password and press ENTER. Note: The default Manager Mode password is See Security on page 2-10 for details on changing the default administrator product password. The terminal display masks the password with asterisks. Use the function keys (F1, F2, or BACK) to edit the password, if needed. When you have supplied a valid password, the following message displays on the device screen: Stopping Device... Please Wait. Note: When you make changes to Network options in Manager Mode and exit Manager Mode, the PageCounter CDR reboots to apply your changes. After rebooting, the PageCounter CDR returns to the Status screen. The subsequent message displays a list of all available configuration options available in Manager Mode: 0>Info 1 Network 2 Contrast 3 Date Time 4 Devices 5 Security 6 Terminal Cleanup 7 Hardware Test Note: You can use the ARROW UP and ARROW DOWN keys to navigate through the available options line by line. You can use the F2 and F3 keys to navigate through the available options one screen at a time. Press the BACK key to return to the top line in the menu. Use the ARROW UP, ARROW DOWN, F2, and F3 keys as an alternative to numeric key selections in the instructions in this section. To complete initial device configuration, access options 1 and 4. For details on all available configuration options, see Manager Mode Options on page 2 3. See the following sections for details on initial PageCounter CDR configuration. 1-9

13 Overview and Installation: Initial Configuration Configuring the Cost Recovery Server IP Address Configuring the Cost Recovery Server IP Address To send CDR files in memory, the PageCounter CDR needs to communicate with the cost recovery server. To enable communication between the PageCounter CDR and the cost recovery server, proceed as follows: 1 Access Manager Mode. See Accessing Manager Mode on page 1 8 for details. 2 Press the 1 key to select 1 Network. 3 Press the 0 key to select 0 Set Control System. 4 Using the numeric keypad, enter the IP address of the Equitrac cost recovery server and press ENTER. Caution: If the Call Accounting and Equitrac Professional Enterprise Edition software reside on different servers, configure the PageCounter CDR to communicate with the server that contains the Call Accounting software. Configuring the PageCounter CDR IP Address The PageCounter CDR s IP address identifies the device on the network. With a valid IP address, the PageCounter CDR appears in the list of devices on Equitrac Call Accounting software and is available for monitoring. You can assign an IP address by using Dynamic Host Configuration Protocol (DHCP) or by setting a static IP address. Assigning an IP Address by DHCP Configure the PageCounter CDR to use DHCP to obtain an IP address from the DHCP server. 1 Access Manager Mode. See Accessing Manager Mode on page 1 8 for details. 2 Press the 1 key to select 1 Network. 3 Press the 1 key to select 1 Use DHCP. 4 The PageCounter CDR displays a confirmation message on the screen: Setting IP config method to DHCP. 5 Press F3 to select the <BACK> option and return to the Network menu screen. Assigning a Static IP Address Configure the PageCounter CDR with a static IP address. Part of setting a static IP address includes setting the gateway and subnet mask of the cost recovery server. 1-10

14 Overview and Installation: Initial Configuration Verifying Port Settings 1 Access Manager Mode. See Accessing Manager Mode on page 1 8 for details. 2 Press the 1 key to select 1 Network. 3 Press the 2 key to select 2 Use Static IP. 4 The PageCounter CDR displays a confirmation message on the screen: Setting IP config method to STATIC. 5 Press the 0 key to select 0 Set IP Address. 6 Using the number keypad, enter the PageCounter CDR IP address and press ENTER. Note: You must enter leading zeros. 7 Press the 1 key to select 1 Set Gateway. 8 Enter the network gateway address and press ENTER. 9 Press the 2 key to select 2 Set Mask. 10 Enter the subnet mask address and press ENTER. Verifying Port Settings Verify the current PageCounter CDR port settings and reconfigure the settings as necessary for your environment. 1 Access Manager Mode. See Accessing Manager Mode on page 1 8 for details. 2 Press the 4 key to select 4 Devices. 3 Press the 0 key to the select 0:Port Settings. The following port setting options display on the screen: 0>Baud Rate 1 Data Bits 2 Parity 3 Stop Bits 4 End Character Press the corresponding key to view each default port setting. Use the arrow keys to navigate through the details displayed on the screen. An arrow indicates the configured port setting. If you need to select a different port setting than the one currently set, press the corresponding numeric key option to select the different port setting and press ENTER. Then press F3 to select the <BACK> option and return to the main Port Settings menu screen. 1-11

15 Overview and Installation: Initial Configuration Rebooting the PageCounter CDR Rebooting the PageCounter CDR When you have completed the minimum required configuration in Manager Mode, press F3 to select the <BACK> option to exit Manager Mode. Press F3 to select the <BACK> option again to reboot the PageCounter CDR. During this reboot phase, the PageCounter CDR applies all configuration changes. When the PageCounter CDR finishes rebooting, it displays the Status screen and is ready for use. 1-12

16 PageCounter CDR Administration Guide PageCounter CDR Configuration 2 PageCounter CDR Configuration At a Glance... Manager Mode Options Quick View Manager Mode Options Use Manager Mode to configure the PageCounter CDR device. Manager Mode menus provide you with options to control CDR data settings on the device, perform device diagnostic tests, and configure advanced device preferences and communications. When configuring the PageCounter CDR, it is possible to change more than one configuration setting before exiting Manager Mode. Certain setting changes require a PageCounter CDR reboot before taking effect, whereas others do not. For each configuration setting that requires a reboot, the instructions end with the words Press F3 again to reboot the device. If you are changing a setting that requires a reboot and you need it to take effect immediately, press F3. Otherwise, wait until you make all changes before rebooting the device. 2-1

17 PageCounter CDR Configuration: Manager Mode Options Quick View Manager Mode Options Quick View The following quick view includes all available Manager Mode options. To access this mode, see Accessing Manager Mode on page 1 8. Main Menu First Sub Menu Second Sub Menu 0 Info 1 Network 0 Set Control System 2 Contrast 1 Use DHCP a 3 Date Time 0 Set Date 2 Use Static IP 0 Set IP Address a 1 Set Time 2 Set Time Zone 1 Set Gateway a 2 Set Mask a 4 Devices 0 Port Settings 0 Baud Rate 5 Security 1 File Size 6 Terminal Cleanup 0 Delete CDR 7 Hardware Test 1 Reset Settings a 1 Data Bits 2 Parity 3 Stop Bits 4 End Character a. When you change this setting and exit Manager Mode, PageCounter CDR reboots. 2-2

18 PageCounter CDR Configuration: Manager Mode Options Info Manager Mode Options In Manager Mode, you can view PageCounter CDR configuration, adjust network and device settings, change the contrast and set the date and time. You may also perform hardware tests, change security settings, alter timeout settings, reset initial settings, and delete files from the terminal. To access Manager Mode, see Accessing Manager Mode on page 1 8. Caution: When the PageCounter CDR is in Manager Mode, it does not capture CDR data. You must manually exit Manager Mode to enable the PageCounter CDR to resume CDR data buffering. At a Glance... Info Network Contrast Date Time Devices Security Terminal Cleanup Hardware Test Info In Manager Mode, the device displays the following menu options. 0>Info 1 Network 2 Contrast 3 Date Time 4 Devices 5 Security 6 Terminal Cleanup 7 Hardware Test Press the corresponding number key to select any option. For example, press the 0 key to select the Info option. Press the ARROW UP and ARROW DOWN keys to scroll through the options to the desired option. Press the appropriate key to make your selection. Press the F1 key to PageDown. Press the F2 key to PageUp. To exit Manager Mode, press F3 to select the <BACK> option. The Info option displays system identification and configuration information for the device. Note: You can use the ARROW UP and ARROW DOWN keys to navigate through the available options line by line. You can use the F2 and F3 keys to navigate through the available options one screen at a time. Press the BACK button to return to the top line in the menu. Use the ARROW UP, ARROW DOWN, F2, and F3 keys as an alternative to numeric key selections in the instructions in this section. 2-3

19 PageCounter CDR Configuration: Manager Mode Options Network Press 0 at the Manager Mode screen to select 0 Info. Use the arrow keys to scroll through the data on the screen one line at a time or use the F1 key to page down and the F2 key to page up one screen at a time. You can use the 0..9 hot keys to access the first 10 entries. Access subsequent entries using the ARROW keys. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Hot keys Version Details Description 0 S/N:PNXXXXXX Device serial number. 1 MAC: Media Access Control address. Unique network card address for the device. 2 IP: Device IP address. 3 NM: Device subnet mask. 4 GW: Network node to access when the device needs a resource that is not on the local network. 5 IP method:static Device IP method, either Static or DHCP. 6 PS:9600,7,E,1,13 Parity setting data format: BaudRate,DataBits,Parity,StopBits,End Character where: BaudRate ranges between 600 and in baud. DataBits is 7 or 8. Parity is O (Odd), E (Even), or N (None). Stop Bits is either 1, 1.5, or 2. End Character is any ASCII character between 0 255; typically CS: Equitrac cost recovery system server IP address. This server must have the Call Accounting software on it. 8 Disk:60.9MB Amount of total disk space available. 9 Free:52.5MB Amount of free disk space available. TimeZone:GMT-05:00 Version:1.0.9 Plat Ver:1.0.1 Current time zone setting of the device. PageCounter CDR firmware version. PageCounter CDR platform version. Network The Network option configures the network connection between the device and the Equitrac cost recovery server. Press the 1 key at the Manager Mode menu to select 1 Network. Press the corresponding number key to select an option. 2-4

20 PageCounter CDR Configuration: Manager Mode Options Network Note: When you change the Use DHCP or Use Static IP options and exit Manager Mode, the PageCounter CDR device reboots to apply configuration changes. Depending on the initial network settings of the PageCounter CDR, you may need to access the device differently to troubleshoot network setting problems. For details, see Troubleshooting on page >Set Control System 1 Use DHCP 2 Use Static IP Set Control System The Set Control System option configures the IP address of the Equitrac cost recovery server. Press the 0 key at the Network menu to select 0 Set Control System. When prompted, enter the cost recovery server s IP address and press ENTER. Caution: If the Call Accounting and Equitrac Professional Enterprise Edition software reside on different servers, configure the PageCounter CDR to communicate with the server that contains the Call Accounting software. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 to exit Manager Mode and return to the Status screen. Use DHCP The Use DHCP option instructs the DHCP server on the network to allocate an IP address for the device. Press the 1 key at the Network menu to select 1 Use DHCP. The PageCounter CDR displays the Setting IP config method to DHCP message and returns to the main Manager Mode menu. Press F3 to reboot the device. Use Static IP The Use Static IP option allows you to set the IP address of the PageCounter CDR. Press the 2 key at the Network menu to select 2 Use Static IP. The PageCounter CDR displays the Setting IP config method to STATIC message, followed by Static IP configuration options. Press the corresponding number key to select an option. 0>Set IP Address 1 Set Gateway 2 Set Mask 2-5

21 PageCounter CDR Configuration: Manager Mode Options Contrast Set IP Address Press the 0 key at the Static IP menu screen to set the device s static IP address. At the prompt, enter the IP address and press ENTER. Enter leading zeros for IP address values. Use the F1 and F2 function keys to move back or forward through the string of characters. When the cursor is in the desired location, use the number keys to type over the IP address characters that you want to change. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 again to reboot the device. If you keep the static IP method and only change the IP address, the PageCounter CDR does not reboot. Set Gateway Press the 1 key at the Static IP menu screen to set the device s gateway. At the prompt, enter the default gateway on your network and press ENTER. Enter leading zeros for IP address values. Use the F1 and F2 function keys to move back or forward through the string of characters. When the cursor is in the desired location, use the number keys to type over the IP address characters that you want to change. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 again to reboot the device. Set Mask Press the 2 key at the Static IP menu screen to set the subnet mask. At the prompt, enter the subnet mask for your network and press ENTER. Enter leading zeros for IP address values. Use the F1 and F2 function keys to move back or forward through the string of characters. When the cursor is in the desired location, use the number keys to type over the IP address characters that you want to change. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 again to reboot the device. Contrast The Contrast option adjusts the contrast of the device s display screen. Press the 2 key at the Manager Mode menu to select 2 Contrast. At the prompt, press the ARROW UP key to increase the contrast and the ARROW DOWN key to decrease the contrast. The PageCounter CDR applies your contrast adjustment immediately. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 to exit Manager Mode and return to the Status screen. 2-6

22 PageCounter CDR Configuration: Manager Mode Options Date Time Date Time The Date Time option configures the device date and time. Press the 3 key at the Manager Mode menu to select 3 Date Time. Then, press the corresponding number key to select an option. 0>Set Date 1 Set Time 2 Set Time Zone Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 to exit Manager Mode and return to the Status screen. Note: If the PageCounter CDR has a network connection, the device synchronizes its date and time information with the Equitrac cost recovery server. This time supersedes manual entry. Set Date The Set Date option configures the device date. Press the 0 key at the Date Time menu to select 0 Set Date. When prompted, enter the device date in the format MM/DD/YYYY and press ENTER to return to the Date Time menu. If you do not want to make changes, press <BACK> to return to the Date Time menu. Set Time The Set Time option configures the device time. Press the 1 key at the Date Time menu to select 1 Set Time. When prompted, enter the device time in 24 hour format HH:MM:SS and press ENTER to return to the Date Time menu. If you do not want to make changes, press <BACK> to return to the Date Time menu. Set Time Zone The Set Time Zone option configures the device time zone. The default time zone setting corresponds to Eastern Standard Time (US & Canada). The list of time zones available is extensive. If you need to change the default time zone, refer to the appendix Time Zone Options on page A 1 for instructions. To exit this menu without making changes, press <BACK> to return to the Date Time menu. Devices The Devices option configures the device s port communication and buffer size. Press the 4 key at the Manager Mode menu to select 4 Devices. Then, press the corresponding number key to select an option. 2-7

23 PageCounter CDR Configuration: Manager Mode Options Devices 0>Port Settings 1 File Size Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 again to exit Manager Mode and return to the Status screen. Port Settings The Port Settings option configures the serial port connection to the PBX. Press the 0 key at the Devices menu to display the following options. Then, press the corresponding number key to select an option. 0>Baud Rate 1 Data Bits 2 Parity 3 Stop Bits 4 End Character Baud Rate From the Port Settings menu, press the 0 key to configure the speed at which the device communicates with the PBX. The following options display on the screen: > An arrow indicates the device s current configuration. Press the corresponding number key to select a value and press ENTER. Press F3 to select the <BACK> option until you return to the main Manager Mode menu. Note: Make sure the baud rate setting matches the one on the PBX, otherwise CDR captures on the display will appear garbled. Equitrac recommends a baud rate of Data Bits From the Port Settings menu, press the 1 key to configure the number of bits required to transmit a single piece of information. The following options display on the screen: 0>7 Bits 1 8 Bits 2-8

24 PageCounter CDR Configuration: Manager Mode Options Devices Note: Ensure coordination between Data Bits and Parity settings to properly configure the device s serial communications. An arrow indicates the device s current configuration. Press the corresponding number key to select a value and press ENTER. Press F3 to select the <BACK> option until you return to the main Manager Mode menu. Parity From the Port Settings menu, press the 2 key to configure the bit used to check units of data for errors during transmission. When you select 2 Parity, the following options display on the screen: 0>None 1 Odd 2 Even Note: Ensure coordination between Data Bits and Parity settings to properly configure the device s serial communications. An arrow indicates the device s current configuration. Press the corresponding number key to select a value and press ENTER. Press F3 to select the <BACK> option until you return to the main Manager Mode menu. Stop Bits From the Port Settings menu, press the 3 key to configure the non data bits the device transmits after each data transmission to signal the end of that transmission. The following options display on the screen: 0>1 bit bits 2 2 bits An arrow indicates the device s current configuration. Press the corresponding number key to select a value and press ENTER. Press F3 to select the <BACK> option until you return to the main Manager Mode menu. End Character From the Port Settings menu, press the 4 key to configure the ASCII value (between 0 and 255) that indicates the termination of a transmission. The default end character value is 13. Caution: You should not change this value. Before changing this value, contact the Equitrac escalations department. Press F3 to select the <BACK> option until you return to the main Manager Mode menu. 2-9

25 PageCounter CDR Configuration: Manager Mode Options Security File Size The File Size option configures the maximum size of the CDR file on the disk. By default, the file buffer size is 1/2 disk space size. As the PageCounter CDR collects call records, the PageCounter CDR uploads them to the Equitrac cost recovery system. The device stores all sent and unsent records. Caution: If you change the file size, you risk losing call records. From the Devices menu, press the 1 key to select the File Size option. At the prompt, enter a value in megabytes (between 1 MB and 1/2 disk space) and press ENTER. If you select a number larger than 1/2 disk space, the PageCounter displays an error message and the device returns to the File Size prompt. Note: Increasing the file size value enables the device to buffer more data in the CDR file. Any unsent data stored in the CDR file can be lost during a power interruption. Carefully consider the risk of data loss when adjusting the queue buffer value. Press F3 to select the <BACK> option to return to the Devices menu. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 again to exit Manager Mode and return to the Status screen. Security The Security option enables you to change the product password for accessing Manager Mode, as described in the section Accessing Manager Mode on page 1 8. Note: You cannot change the platform and Equitrac technician level passwords using this option. From the Manager Mode menu, press the 5 key to select 5 Security. At the prompt Enter New Password, type in a new password (maximum 6 characters) and press ENTER. At the Confirm Password prompt, retype the new password and press ENTER to return to the Manager Mode menu. The PageCounter CDR does not require a reboot for the password change. Terminal Cleanup The Terminal Cleanup option enables you to delete all unsent CDR records from the PageCounter CDR device and reset device configuration. Caution: You cannot recover files that you delete using this procedure. 2-10

26 PageCounter CDR Configuration: Manager Mode Options Terminal Cleanup From the Manager Mode menu, press the 6 key to select 6:Terminal Cleanup. Then, press the corresponding number key to select an option. 0>Delete CDR 1 Reset Settings Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 again to reboot the device. Note: The device reboots only if you selected 1 Reset Settings. Delete CDR The Delete CDR option enables you to delete all unsent call records from the PageCounter CDR. If you change PBX settings and neglect to configure the PageCounter CDR, you may need to use this feature to purge erroneous call records. Caution: You cannot recover call records that you delete using this procedure. Press the 0 key to select 0 Delete CDR. The following appears on the display: Delete CDR? 0>Yes 1 No Press the 1 key to cancel deletion and return to the Terminal Cleanup menu. Press the 0 key to confirm that you want to delete unsent CDR records. The PageCounter CDR displays the number of bytes of unsent data and the following appears on the display: Proceed Anyway? 0>Yes 1 No Press the 0 key to confirm that you want to delete unsent call records, or press the 1 key to cancel and return to the Terminal Cleanup menu. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 again to exit Manager Mode and return to the Status screen. Reset Settings The Reset Settings option resets all PageCounter CDR device configuration options to default values. Caution: You cannot recover settings that you delete using this procedure. 2-11

27 PageCounter CDR Configuration: Manager Mode Options Hardware Test Press the 1 key to select 1 Reset Settings. When prompted, press the 0 key to confirm that you want to reset all device configuration to default values, or press the 1 key to abandon configuration changes and return to the Terminal Cleanup menu. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 again to reboot the device. Hardware Test The Hardware Test option enables you to troubleshoot the Ethernet connection between the PageCounter CDR and another IP address, such as the Equitrac cost recovery server. Using the PageCounter CDR as a hub, you may also connect the PageCounter CDR to another device using the expansion port. Caution: If you use the PageCounter CDR device as a hub for another networked device, and the PageCounter CDR loses power or is disconnected, the networked device connected to the Expansion port also loses network connectivity. The PageCounter CDR requests confirmation of the IP address to ping and then displays a message to confirm whether the attempt was successful or not. If your connection attempt is successful, the PageCounter CDR displays the message Success followed by the ping time length (for example, Round Trip: 3ms). When your connection attempt fails, the PageCounter CDR displays the message Ping Failed! After the hardware test is complete, the device displays the Hardware Test menu. Press F3 to select the <BACK> option to return to the main Manager Mode menu. Press F3 to return to the information screen. 2-12

28 PageCounter CDR Administration Guide Status Screen 3 Status Screen At a Glance... Status Screen Overview Viewing Individual Status Messages During normal operations, the PageCounter CDR displays the Status screen. From the Status screen, you can view the date and time, alert indicators, device disk space status, total amount of CDRs buffered, the last live CDR capture, the last time the device received data from the PBX and the last time the device sent files to the cost recovery server. This chapter provides details on messages the PageCounter CDR displays on the Status screen. 3-1

29 Status Screen: Status Screen Overview Status Screen Overview When idle, the PageCounter CDR displays the Status screen, which provides the following information: Status Screen Message Meaning 2005/01/01 12:00:13 Current date and time of device Status: NORMAL Total Disk: 60.9 MB Free Disk: 35.0 MB CDR Max Size: 16.0 MB CDR Stored: 0.0 KB Last: Sent: Capture: Alert Indicator. May read: Status: Normal Warning: Buffer Full Alarm: Buffer Full Warning: Disk Full Alarm: Disk Full Warning: No CDR Data Alarm: No CDR Data Total amount of disk space, in megabytes Amount of free disk space, in megabytes Maximum amount of file space for CDR data, in megabytes Amount of data buffered, in kilobytes or in megabytes. Date and time of last CDR received by device. Date and time of last data sent by device. Displays the last CDR buffered. You can use ARROW UP, ARROW DOWN, F1, F2, F3, END and BACK keys to navigate this screen. 3-2

30 Status Screen: Viewing Individual Status Messages Device Date and Time Viewing Individual Status Messages The PageCounter displays the date and time, alert indicators, and disk space status. In addition, it displays the total amount of CDR data buffered and the date and time of the last call detail record it receives. These status messages are useful for preventative maintenance and troubleshooting. Device Date and Time The Status screen displays the device s currently configured date and time, using the format YYYY/MM/DD HH:MM:SS. The PageCounter CDR marks call detail records from the PBX with this date and time stamp. At a Glance... Device Date and Time Alert Indicators Device Disk Space Status Total CDR Buffered Last CDR Date and Time Last Sent Date and Time Live CDR Capture Alert Indicators When the device encounters an alert condition such as buffer full, disk full or a lack of CDR data from the PBX, the Status screen displays alert indicators on the second line of the display. Equitrac tracks the disk full alert and the no CDR data from PBX alert on independent signals. When the PageCounter CDR enters an alarm or warning state, it emits an audible tone as described in the following table. Note: You stop the audible beeping whenever you press the ARROW UP or ARROW DOWN keys to acknowledge the alert. Audible beeping resumes after 15 minutes if the device remains in an alert condition. See the table below to troubleshoot alert indicators. Indicator Audible tone Meaning Troubleshooting Warning: BUFFER FULL Intermittent The CDR file size is more than 90% full. Do NOT unplug the power supply. Verify network cabling to reestablish the network connection. When you re-establish the network connection, the PageCounter CDR sends CDR file information to the cost recovery server. The PageCounter will resume collecting data when the file size is less than 90% full. 3-3

31 Status Screen: Viewing Individual Status Messages Alert Indicators Indicator Audible tone Meaning Troubleshooting Alarm: BUFFER FULL Frequent The CDR file size is more than 97% full and CDR capture has been suspended. Do NOT unplug the power supply. Verify network cabling to reestablish the network connection. When you re-establish the network connection, the PageCounter CDR sends CDR file information to the cost recovery server. The PageCounter will resume collecting data when the file size is less than 90% full. Warning: DISK FULL Intermittent The device memory is more than 90% full. Do NOT unplug the power supply. Verify network cabling to reestablish the network connection. When you re-establish the network connection, the PageCounter CDR sends information in memory to the cost recovery server. Alarm: DISK FULL Frequent The device memory is more than 97% full. Do NOT unplug the power supply. Verify network cabling to reestablish the network connection. When you re-establish the network connection, the PageCounter CDR sends information in memory to the cost recovery server. Warning: NO CDR DATA Intermittent More than 6 hours have elapsed since the device buffered the last CDR record. May be expected behavior for the device when the PBX is not in use. If the PBX is in use, may indicate a wiring or PBX fault. Have a qualified technician investigate. Alarm: NO CDR DATA Frequent More than 12 hours have elapsed since the device buffered the last CDR record. May indicate a wiring or PBX fault. Have a qualified technician investigate. 3-4

32 Status Screen: Viewing Individual Status Messages Device Disk Space Status Note: When generating alerts, the PageCounter CDR only counts idle time between 8am and 7pm. In the event that more than one alarm occurs at the same time, the alert with the highest impact predominates. The BUFFER FULL message takes precedence over the DISK FULL message. The DISK FULL message takes precedence over the NO CDR DATA message. Following any alert, even before it is cleared, the PageCounter CDR displays the last CDR in its buffer. This enables you to view the incoming data directly on the screen, providing visual confirmation of the CDR capture and the data format. If the PageCounter CDR has no CDR in its buffer or if CDR monitoring is disabled, the PageCounter CDR does not display the last CDR in its buffer. Device Disk Space Status The Status screen displays the total disk space and free disk space available for CDR buffering. The disk size is the determining factor in total free disk space. Total CDR Buffered The Status screen displays the amount of CDR data buffered on the device, in kilobytes or megabytes. The amount of CDR buffered depends on the free space in the CDR file. Note: The CDR buffered value includes the 8-byte time stamp and terminators for each CDR. Last CDR Date and Time When the device buffers a CDR it displays the date and time stamp on the Status screen. If the PageCounter CDR has not buffered any CDR data in 6 hours, the Status screen displays the alert message Warning: No CDR Data. If the PageCounter CDR has not buffered any CDR data in 12 hours, the Status screen displays the alert message Alarm: No CDR Data. The alert period is from 8 am to 7 pm. For more information on alerts, see Alert Indicators on page 3 3. Last Sent Date and Time When the device sends data to the cost recovery server it displays the date and time stamp on the Status screen, using the format Last: MM/DD, HH:MM. You can use this information to monitor the communication between the device and the cost recovery server. If the last sent date and time is not current, you may use this field to determine the time when the communication may have failed. If the PageCounter CDR cannot send data to the server because of a network communication failure, the device stores the information in memory. If the PageCounter has never sent data to the server, this field is blank. 3-5

33 Status Screen: Viewing Individual Status Messages Live CDR Capture Live CDR Capture Live CDR capture is accessible in Idle mode. Use this information to review the last complete record of live CDR capture to ensure that the device configuration and data format is accurate. From the Status Screen, use the ARROW DOWN or END keys to access the Capture: option. The display shows the last call detail record buffered as well as the size of the record in bytes. Press the BACK key to return to the home position. 3-6

34 PageCounter CDR Administration Guide Troubleshooting 4 Troubleshooting At a Glance... Network Error on Bootup Live CDR Capture Data Corruption Generally, when problems occur, you should contact an Equitrac service representative. However, before contacting Equitrac, you can refer to the following terminal troubleshooting section for solutions to some basic problems. 4-1

35 Troubleshooting: Network Error on Bootup Preliminary Information Network Error on Bootup When configuring network settings in Manager Mode, you may encounter an uncommon situation where the PageCounter CDR does not accept the IP address. This may be the case even when choosing to configure network settings in DHCP. In this case, it is necessary to use another access method to rectify network setting errors. At a Glance... Preliminary Information Setting the Correct IP Address This section describes the solution to this network setting problem. If you need to troubleshoot any other initialization problem, contact your Equitrac representative. Preliminary Information You must perform the instructions in the next section by accessing the PageCounter CDR with a different password at the Version Display screen. The Version Display screen displays during device initialization. PageCounter CDR initialization begins with the message Equitrac Corporation Initializing then displays the following to indicate the platform version: Equitrac Corporation Starting Platform Version X.X.X. Be ready to press the F2 and END keys simultaneously at this time as the Version Display screen appears only for a brief moment during the initialization phase. Caution: When troubleshooting this problem, the PageCounter CDR does not capture CDR data. You must manually exit using the <BACK> option until the PageCounter CDR reboots to resume CDR data buffering. Setting the Correct IP Address Perform the following procedure to resolve a problem where the PageCounter CDR does not accept an IP address from Manager Mode. 1 During the Version Display, press F2 and END simultaneously. For information on Version Display, see Preliminary Information on page Enter the password and press ENTER. Note: The default password is You cannot change this password. The terminal masks the password with asterisks. Use the function keys (F1, F2, or BACK) to edit the password, if needed. The following message displays on the device screen: Stopping Device... Please Wait. 4-2