AltiWare™ OE/ACC Version 5.0 System Installation and Administration Manual Revised12/20044403-0001-5.0 WARNING! Tollfraudiscommittedwhenindividualsunlawfullygainaccessto customertelecommunicationsystems.Thisisacriminaloffense. Currently,wedonotknowofanytelecommunicationssystemthatis immunetothistypeofcriminalactivity.AltiGenCommunications,Inc. willnotacceptliabilityforanydamages,includinglongdistancecharges, whichresultfromunauthorizedand/orunlawfuluse.AlthoughAltiGen Communications,Inc.hasdesignedsecurityfeaturesintoitsproducts,itis yoursoleresponsibilitytousethesecurityfeaturesandtoestablishsecurity practiceswithinyourcompany,includingtraining,securityawareness,and callauditing. NOTICE Whileeveryefforthasbeenmadetoensureaccuracy,AltiGen Communications,Inc.willnotbeliablefortechnicaloreditorialerrorsor omissionscontainedwithinthedocumentation.Theinformationcontained inthisdocumentationissubjecttochangewithoutnotice. Thisdocumentationmaybeusedonlyinaccordancewiththetermsofthe AltiGenCommunications,Inc.LicenseAgreement. AltiGenCommunications,Inc. 4555CushingPkwy. Fremont,CA94538 Telephone: 510-252-9712 Fax: 510-252-9738 E-mail: [email protected] Website: www.altigen.com TRADEMARKS AltiGen,AltiServ,AltiWare,AltiLink,AltiConsole,AltiAdmin,Alti-IP 600,Alti-MSCRM,Alti-VRPlayer,Zoomerang,andDynamicMessaging aretrademarksorregisteredtrademarksofAltiGenCommunications,Inc. Allotherbrandnamesmentionedaretrademarksorregisteredtrademarks oftheirrespectivemanufacturers. Copyright©AltiGenCommunications,Inc.1998-2004.Allrights reserved. PrintedinU.S.A.12/20044403-0001-5.0 Contents Preface:AboutThisManual....................... 1-xxxiii Chapter1 AltiServOfficeSolutions ............................1-1 AltiServPlatforms................................. 1-4 Overview .........................................1-5 KeyAltiServCharacteristics ......................... 1-5 PBXFeatures .................................... 1-8 AutomaticCallDistributionFeatures................. 1-14 AutomatedAttendantFeatures...................... 1-18 AltiGenVoiceMailFeatures ....................... 1-19 InternetIntegrationFeatures........................ 1-21 SystemAdministrationFeatures..................... 1-23 T1/PRI/E1Features............................... 1-25 VoiceoverIPFeatures ............................ 1-25 VoiceoverIPSessionSupportAltiServFeatures ....... 1-28 AltiWareTools.................................. 1-29 OptionalAdd-OnSoftware......................... 1-29 OptionalAdd-OnProducts......................... 1-31 Chapter2 SystemRequirements ..............................2-1 HardwareRequirements............................ 2-1 SystemKeyRequirement........................... 2-1 SelectingtheAltiServPlatform ...................... 2-1 MinimumSystemRequirements...................... 2-1 ProperGroundingandLoopCurrent .................. 2-3 UninterruptiblePowerSupply(UPS).................. 2-3 OperatingEnvironment............................. 2-3 FunctionalSpecifications ........................... 2-4 AltiGenBoardInstallation .......................... 2-8 AltiGenBoardOptions............................. 2-8 SystemLimitations............................... 2-10 PowerRequirements.............................. 2-11 AltiWareOEInstallation&AdministrationManual iii InstallingaCoolingFan........................... 2-12 ProperBoardHandlingProcedures .................. 2-12 ElectrostaticDischarge(ESD)Warning............... 2-13 OperatingEnvironment............................ 2-13 PackagingforShipmentandStorage ................. 2-15 AltiWareConferenceResourceLimits................ 2-16 Chapter3 SoftwareInstallation ...............................3-1 AltiWareasaWindowsService....................... 3-2 PreparingtoInstallAltiWareOE ...................... 3-2 FirewallConsiderations ............................ 3-3 SoftwareLicenseActivationandRegistration ..........3-5 Licensing ........................................ 3-5 UnsupportedLicenses.............................. 3-6 Registration ...................................... 3-7 DealerInstallationID.............................. 3-7 RegistrationMethods .............................. 3-8 Upgrades......................................... 3-9 LostLicenses .................................... 3-11 BeforeNewInstallation ............................ 3-12 ToBeginNewInstallation .......................... 3-12 BeforeUpgrade .................................. 3-19 BackupDatabase................................. 3-19 IPExtensionProtocolChange ...................... 3-19 StationSpeedDialingChange ...................... 3-20 VoIPBoardUpgrade ............................. 3-20 ShuttingDowntheAltiGenSwitchingService ......... 3-20 ToBeginUpgrade ................................ 3-21 OnlineLicenseRegistrationProcedures............... 3-28 ManualOnlineLicenseRegistrationProcedure......... 3-37 OfflineRegistrationProcedures..................... 3-45 WindowsEmergencyRepairDisk .................... 3-45 InstallingAltiAdminonRemoteSystems .............. 3-45 ShuttingDownAltiServwhenChangingorAddingHardware 3-46 TransferringtheAltiServtoAnotherServerChassis...... 3-47 AltiWareUninstall ................................ 3-48 DowngradeProcedure ............................. 3-48 SoftwareInstallationTroubleshooting ................. 3-50 iv AltiWareOESystemAdministration&InstallationManual Chapter4 GettingAroundAltiAdmin ..........................4-1 AltiAdmin:theAltiWareOEAdministrator ............. 4-1 LogginginfortheFirstTime ........................ 4-1 TheMainMenu .................................. 4-3 QuickAccessToolbar.............................. 4-3 TheViewWindows ................................ 4-5 BoardsViewWindow.............................. 4-5 ExtensionViewWindow ........................... 4-6 TrunkViewWindow .............................. 4-7 WorkgroupViewWindow .......................... 4-8 CallLogViewWindow ............................ 4-9 IPTrunkCurrentTrafficStatisticsWindow............. 4-9 StatusBar ...................................... 4-10 LoggingIn ...................................... 4-11 ChangingthePassword ............................ 4-11 StoppingtheAltiGenSwitchingService ............... 4-11 Chapter5 SystemConfiguration ..............................5-1 SettingGeneralParameters .......................... 5-2 SettingaSystemNumberPlan ........................ 5-4 AssigningTrunk,Feature,IPTrunk,&RouteAccess..... 5-9 SettingBusinessHours ............................. 5-10 RoutingCallsonHolidays .......................... 5-12 ConfiguringSystemSpeedDialing ................... 5-14 DefiningSystemCallRestrictions ................... 5-15 BlockingCallstoAreaCodesfromAllExtensions...... 5-16 SettingTollFreeAreaCodes ....................... 5-16 SettingTollCallPrefixes .......................... 5-17 SettingEmergencyNumbers ....................... 5-17 LockingAttackedExtensions....................... 5-17 BlockingAllOutgoingCalls........................ 5-17 EnablingHopOffforTieTrunks.................... 5-18 CreatingAccountCodes ............................ 5-18 AddingandDeletingAccountCodes................. 5-19 SettingupCallReports............................. 5-20 InternalDatabaseConfiguration(InternalLoggerService) 5-21 External(Remote)LoggingofCallData .............. 5-22 AltiWareOEInstallation&AdministrationManual v ExportingThroughaLocalPort..................... 5-23 ManagingMessages ............................... 5-23 SettingMessageNotificationRetries................. 5-24 SettingMessageManagementOptions................ 5-24 SettingMessageRecordingOptions.................. 5-25 SettingE-mailMessaging(SMTP/POP3)Options ...... 5-25 SynchronizingE-mailwithExchange ................ 5-27 DefininganIPDialingTable ........................ 5-27 AbouttheLocationIDDigitLength.................. 5-27 DefiningtheIPDialingTable....................... 5-28 SettingtheLocationIDDigitLength................. 5-29 DefiningRemoteLocations ........................ 5-29 ConfiguringDNISRouting ......................... 5-31 AddingandDeletingDNISRouteEntries............. 5-32 DefiningtheRouting ............................. 5-32 CreatingDistributionLists .......................... 5-33 DefiningaDistributionList ........................ 5-34 SettingLogoutReasonCodes ....................... 5-34 Activity ......................................... 5-35 Chapter6 BoardConfiguration ...............................6-1 UsingtheTritonResourceBoard ...................... 6-2 ConfiguringtheQuantumBoard ...................... 6-2 ConfiguringtheTritonAnalogExtensionBoard .......... 6-4 ConfiguringtheTritonAnalogTrunkLS/GSandLSBoards 6-5 ConfiguringtheTritonVoIPBoard .................... 6-7 VoiceoverIP .................................... 6-7 TritonVoIPBoard ................................ 6-7 NetworkConfigurationGuidelinesforVoIP............ 6-8 NetworkConfigurationGuidelinesfortheAlti-IP600SeriesofIP Phones ...................................... 6-11 ConfigurationGuidelinesforNAT................... 6-11 AltiGatekeeperInstallation......................... 6-13 IPPhoneConfiguration ........................... 6-13 NAT .......................................... 6-14 FirewallConsiderations ........................... 6-27 SettingupH.323TrafficForwardingforNAT.......... 6-28 AltiWareNATSupportFeature ..................... 6-29 AltiGenIPPhoneNATSupportFeature .............. 6-30 vi AltiWareOESystemAdministration&InstallationManual SettingUpanAltiWare-to-AltiWareIPNetwork........ 6-31 BoardInstallation ................................ 6-32 Troubleshooting—CommonSymptomsandSolutions ... 6-33 ConfiguringtheTritonT1/E1/PRIBoard............... 6-34 ServiceParametersforT1.......................... 6-35 ServiceParametersforPRI......................... 6-37 ServiceParametersforE1.......................... 6-38 BoardConfiguration.............................. 6-39 TritonT1Configuration-TritonT1/PRI/E1DialogBox.. 6-42 SettingupT1,PRIorE1ChannelsontheTritonT1/PRIBoard6-48 InstallingaChannelServiceUnit(CSU)totheTritonT1orT1/E1/PRI Board ....................................... 6-54 Troubleshooting—CommonSymptoms............... 6-55 Chapter7 TrunkConfiguration ...............................7-1 SelectingTrunkstoSetAttributes .................... 7-2 SettingGeneralTrunkAttributes ...................... 7-3 QuantumTrunkProperties .......................... 7-6 TritonAnalogTrunkProperties ...................... 7-9 TritonAnalogTrunkLS/GSProperties ............... 7-11 TritonVoIPTrunkConfiguration.................... 7-13 TritonT1/PRITrunkProperties ..................... 7-17 IncomingCallRouting ............................. 7-20 OutgoingCallBlocking ............................ 7-22 Chapter8 OutCallRoutingConfiguration .....................8-1 WorkingwithRouteDefinitions ...................... 8-2 SettingDefaultRoutes .............................. 8-4 AboutCallRoutingand911Calls .................... 8-5 SettingDialingPatternRouting ....................... 8-6 Chapter9 AutoAttendantConfiguration .......................9-1 PlanningisEssential............................... 9-1 Example:AutoAttendantPlanning ................... 9-3 AddingAutoAttendants ............................. 9-4 AltiWareOEInstallation&AdministrationManual vii EditingAutoAttendants ............................. 9-5 ConfiguringMenuItems............................ 9-7 MakingAutoAttendantAssignments................. 9-11 PhraseManagement ............................... 9-11 UsingPre-RecordedPrompts....................... 9-11 RecordingCustomPhrases......................... 9-12 UsingProfessionallyRecordedPhrases............... 9-13 Chapter10 ExtensionandGroupConfiguration .................10-1 SettingupExtensions .............................. 10-3 AddingNewExtensions........................... 10-5 EstablishingBasicExtensionAttributes............... 10-6 AgentCheckBox ................................ 10-8 ForcedAccountCode............................. 10-9 CallRecordingOptions ........................... 10-9 SettingEmailOptions............................ 10-10 ChangingtheExtensionLocationorType............ 10-10 SettinganIPExtension........................... 10-11 SettingtheLineProperties ........................ 10-16 PhoneDisplayOptions........................... 10-20 SettingupGroups ................................ 10-21 EstablishingGroupMembership ................... 10-22 AddingExtensionstoGroups...................... 10-23 AssigningGroupstoExtensions.................... 10-26 OperationNotes ................................ 10-29 SettingupStationSpeedDialing .................... 10-29 SettingtheMailboxOptions ....................... 10-31 SettinganInformation-OnlyMailbox ............... 10-32 DisablingaMailbox............................. 10-33 SynchronizingwithExchangeServer................ 10-33 SettingMailboxPlaybackOptions.................. 10-33 SettingMailboxCapacities........................ 10-34 SettingMessageNotificationOptions ................ 10-34 SettingtheMessageTypesforNotification........... 10-35 SettingtheTypeofNotification.................... 10-36 SettingNotificationTiming ....................... 10-37 SettingNotificationBusinessHours................. 10-37 EnablingMessageNotification..................... 10-37 ConfiguringCallingRestrictions .................... 10-37 viii AltiWareOESystemAdministration&InstallationManual SettingCallRestrictionOptions.................... 10-38 SettingOtherCallRestrictions..................... 10-39 SettingAnsweringOptions......................... 10-40 ForwardingAllCalls............................. 10-43 DoNotDisturb ................................. 10-45 HandlingBusyCalls............................. 10-45 SettingCallWaitingOptions ...................... 10-46 HandlingUnansweredCalls....................... 10-46 SettingHuntgroupHandling....................... 10-47 SettingWorkgroupHandling ...................... 10-48 ConfiguringOneNumberAccess ................... 10-50 OneNumberAccessOptions ...................... 10-51 CallScreening.................................. 10-52 SettingCallerIDVerification...................... 10-52 SpecifyingForwardingNumbers ................... 10-53 SettingUpMonitorLists .......................... 10-53 ConfiguringaMonitorList........................ 10-55 Chapter11 SettingUpIPExtensions ...........................11-1 AltiGenIPPhoneService.......................... 11-1 IntercomwithIPPhones........................... 11-1 SystemRequirements .............................. 11-2 Configuration .................................... 11-2 AltiAdmin...................................... 11-2 Clients......................................... 11-3 Chapter12 Alti-IP600PhoneConfiguration ....................12-1 Chapter13 LineParkConfiguration ...........................13-1 Chapter14 PagingGroupConfiguration .......................14-1 Chapter15 AltiWareOEInstallation&AdministrationManual ix AdditionalSetup .................................15-1 AudioPeripheralConfiguration ...................... 15-1 ConfiguringMusicOnHoldandRecordedAnnouncements15-2 SettingGreetingandUpdatePrompts ................ 15-3 ConfiguringOverheadPaging ...................... 15-3 MVIPClockConfiguration ......................... 15-4 FeatureTips ..................................... 15-5 Chapter16 SystemDataManagement .........................16-1 UsingBackupandRestore .......................... 16-1 BackingupFiles .................................. 16-2 SchedulingBackups ............................... 16-3 RestoringBackedupFiles .......................... 16-4 Chapter17 SystemReportManagement .......................17-1 SystemSummaryReport ........................... 17-1 SystemLog...................................... 17-2 IPCumulativeTrafficStatistics ...................... 17-3 Chapter18 DataandInternetIntegration ......................18-1 NetworkProtocolandAddressing .................... 18-1 Network ....................................... 18-1 Protocol........................................ 18-1 TransportProtocols............................... 18-1 NetworkAddress ................................ 18-2 LocalAddress................................... 18-3 Mixed-MediaMessaging .......................... 18-3 SettingUpEmailService ........................... 18-4 BeforeYouBegin................................ 18-4 SettingUpLANandInternetEmailontheServer....... 18-4 SettingUpLANandInternetEmailontheClient....... 18-9 SettingupanExchangeServer...................... 18-10 ExchangeServerWindowsNT4.0Integration ........ 18-10 Prerequisites ................................... 18-11 ExchangeServerPrerequisites..................... 18-13 x AltiWareOESystemAdministration&InstallationManual
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