Professional Documents
Culture Documents
LX
VERSION 8.1
System Management
Guide
Copyright 2004 Active Voice, LLC.
All rights reserved.
Second edition 2004.
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REPARTEE LX SYSTEM MANAGEMENT GUIDE
CONTENTS i
Contents
CHAPTER 1: Introduction ........................................................................................................ 1
Introduction to Repartee LX .......................................................................2
Basic concepts .........................................................................................3
System IDs ...............................................................................................6
Logging on and logging off ......................................................................10
Navigating the Web console ....................................................................12
Recording voice fields or prompts ...........................................................16
Changing system information by phone ...................................................18
Setting up system security ......................................................................19
Following recommended security practices ..............................................23
Shutting down and restarting the system .................................................24
CHAPTER 2: Opening greeting ............................................................................................... 27
Opening greeting overview ......................................................................28
Adding an opening greeting box ..............................................................29
Changing the opening greeting setup ......................................................30
Setting up greetings ................................................................................32
Setting up actions after greetings ............................................................34
Routing callers to a language select box .................................................37
Adding multiple opening greeting boxes ..................................................39
Setting up directory assistance options ...................................................40
CHAPTER 3: Subscriber maintenance ................................................................................... 42
Default subscriber overview .....................................................................43
Creating default personal IDs ..................................................................44
Setting up default e-mail options ............................................................45
Setting up the default language ..............................................................46
Setting up default message storage ........................................................47
Selecting default subscriber access options ............................................49
Setting up default transfer options ..........................................................54
Setting up default call screening, greeting and call routing ......................58
Setting up default one-key dialing ...........................................................62
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CONTENTS ii
Setting up default message notification ..................................................64
Setting up default fax delivery notification options ...................................68
Setting up default live record options ......................................................71
Setting up default fax options .................................................................73
Enrolling subscribers ...............................................................................79
Adding subscribers .................................................................................80
Deleting subscriber information ...............................................................82
Assigning system manager status ...........................................................84
Setting up e-mail options for a subscriber ...............................................85
Assigning a language for a subscriber .....................................................86
Setting up message storage for a subscriber ...........................................87
Setting up transfer options for a subscriber .............................................88
Setting up call screening for a subscriber ................................................91
Setting up greetings for a subscriber .......................................................93
Setting up after greeting options for a subscriber ....................................94
Setting up one-key dialing for a subscriber ..............................................96
Setting up message notification for a subscriber .....................................97
Changing access options for a subscriber ............................................ 101
Setting up live record options for a subscriber ...................................... 105
Setting up fax options .......................................................................... 107
Enrolling a subscriber ........................................................................... 111
Adding guests ...................................................................................... 112
Training new subscribers ...................................................................... 114
CHAPTER 4: Operator setup ................................................................................................ 118
Operator setup overview ....................................................................... 119
Setting up the operator box system ID, name, or language ................... 120
Setting up call transfer ......................................................................... 121
Setting up greetings ............................................................................. 125
Setting up actions after greetings ......................................................... 127
Setting how messages are taken for the operator box ........................... 129
Deleting the messages in the operator box ........................................... 131
Assigning an operator box to a port ...................................................... 132
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CONTENTS iii
CHAPTER 5: Routing boxes ................................................................................................. 133
Transaction box overview ..................................................................... 135
Adding a transaction box ..................................................................... 136
Setting a transaction box name, language or schedule ......................... 137
Setting call transfer for a transaction box ............................................. 138
Setting up greetings for a transaction box ............................................ 142
Setting the action after greeting for a transaction box ........................... 144
Setting how messages are taken for a transaction box ......................... 145
Setting up one-key dialing for a transaction box ................................... 147
Interview box overview ......................................................................... 148
Planning an interview ........................................................................... 149
Adding an interview box ....................................................................... 150
Recording interview box questions ....................................................... 151
Setting how messages are taken for an interview box ........................... 152
Public interview box overview ............................................................... 154
Language select box overview .............................................................. 155
Adding a language select box .............................................................. 157
Setting key mapping ............................................................................ 159
Voice detect box overview .................................................................... 161
Adding a voice detect box .................................................................... 162
Setting a voice detect box name, language or schedule ....................... 163
Setting call transfer for a voice detect box ............................................ 164
Setting up greetings for a voice detect box ........................................... 168
Setting the action after greeting for a voice detect box ......................... 170
Setting how messages are taken for a voice detect box ........................ 171
Setting a destination ID for speech or silence ....................................... 173
Setting up voice detect call holding ...................................................... 174
Setting up the public fax box ................................................................ 175
Fax boxes overview .............................................................................. 180
Setting up a fax box name or language ................................................ 181
Setting up fax options .......................................................................... 182
Setting up one-key dialing for a fax box ................................................ 185
Deleting a routing box .......................................................................... 186
Deleting the messages in a routing box ................................................ 187
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CONTENTS iv
CHAPTER 6: Group maintenance ......................................................................................... 188
Groups overview .................................................................................. 189
Using the All Subscribers group ............................................................ 190
Creating and deleting message groups ................................................. 191
Changing the owner of an open message group ................................... 194
Renaming message groups created by phone ...................................... 195
Assigning dispatch distribution ............................................................. 196
Setting up outside caller group messaging ........................................... 197
Creating and changing local access groups .......................................... 198
Numeric directory assistance overview ................................................. 199
Directory groups ................................................................................... 200
Directory menus ................................................................................... 201
Creating directory groups or directory menus ........................................ 202
Deleting directory groups or directory menus ........................................ 205
CHAPTER 7: System maintenance ....................................................................................... 206
System configuration overview ............................................................. 207
Changing the default system language ................................................. 208
Allowing access to Mailbox Manager .................................................... 209
Setting up directory assistance ............................................................ 210
System schedule overview ................................................................... 213
Setting up schedules ........................................................................... 214
Setting up holidays .............................................................................. 218
Playing and rerecording voice prompts ................................................. 220
Setting up voice messaging ports ......................................................... 222
CHAPTER 8: Backing up the system .................................................................................... 223
Backing up the voice messaging software ............................................ 224
Restoring data from a backup .............................................................. 227
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CONTENTS v
CHAPTER 9: Reports ........................................................................................................... 228
Using reports to monitor the system ..................................................... 229
Saving and storing data for reports ...................................................... 230
Evaluating voice messaging system usage ........................................... 231
Analyzing port usage ............................................................................ 234
Creating network reports ...................................................................... 236
Creating fax reports .............................................................................. 237
Creating directory reports .................................................................... 238
Creating call log reports ....................................................................... 247
Using the error log ............................................................................... 250
Creating hospitality reports .................................................................. 252
Using the hotel guests report ............................................................... 254
CHAPTER 10: Phone system integration ................................................................................ 255
Phone system setup overview .............................................................. 256
Phone system selection ....................................................................... 257
Setting integration options ................................................................... 258
Setting up identified subscriber messaging .......................................... 263
Setting an outdial access code and call transfer sequences ................. 265
Setting touchtone and incoming call options ........................................ 267
Setting dialout codes and special dialing characters ............................ 270
Activating general tone detection ......................................................... 272
Controlling message waiting indication ................................................. 273
Setting a barge-in code for live record .................................................. 276
Controlling the call holding message cycle ........................................... 278
Limiting the number of ports on hold .................................................... 280
Setting up voice detection .................................................................... 281
Enabling callers to send cut-through pages .......................................... 282
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CONTENTS vi
CHAPTER 11: Hospitality ....................................................................................................... 285
Hospitality overview ............................................................................. 286
Resetting a hotel guest message box ................................................... 287
Accessing guest messages after checkout ............................................ 289
Setting up the hotel guest directory ...................................................... 290
Using overlapping room extension numbers ......................................... 292
Setting up wake-up calls ...................................................................... 294
Setting up check-in messages .............................................................. 298
Setting up the multilingual guest conversation feature .......................... 300
Allowing hotel guests to use passwords ............................................... 302
Retrieving hotel guest messages .......................................................... 304
Setting up informational messages ...................................................... 305
Using hotel guest IDs ........................................................................... 306
Restoring a mailbox ............................................................................. 308
Setting up hotel guest personal options ............................................... 309
Adding and deleting hotel guest rooms and messages ......................... 310
Setting guest names, voice name, language and message storage ....... 312
Deleting a hotel guests password ........................................................ 314
Changing guest options for a hotel guest ............................................. 315
Changing a hotel guests call transfer ................................................... 318
Guest greetings .................................................................................... 320
Message notification ............................................................................ 322
Converting a hotel guest to a subscriber ............................................... 325
Hotel information service ..................................................................... 326
Help option for an information service .................................................. 328
Direct call transfers .............................................................................. 329
Incorporate advertisers into an information service ............................... 330
Setting up remote recording for advertisers .......................................... 331
Keeping your information service current .............................................. 332
Index .................................................................................................................................... 333
CHAPTER 1: INTRODUCTION 1
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: Introduction
Introduction to Repartee LX .............................................................2
Basic concepts...............................................................................3
System IDs.....................................................................................6
Logging on and logging off .............................................................10
Navigating the Web console...........................................................12
Recording voice fields or prompts...................................................16
Changing system information by phone...........................................18
Setting up system security.............................................................19
Following recommended security practices......................................23
Shutting down and restarting the system........................................24
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 2
Introduction to
Repartee LX
By storing all types of communications in one placea universal mail-
boxthe Repartee
Transfer
Greeting
Action
The system tries to
transfer to an exten-
sion
it plays the greeting
for the box
and if no touchtone
keys are pressed, the
system performs an
action, such as routing
the caller to the public
interview box.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 6
System IDs A system ID is a unique number that the voice messaging system uses
to identify a subscriber, guest, transaction box, voice detect box, or
interview box. System IDs are generally numbers that callers dial to
access subscriber extensions and mailboxes, and are used to link
boxes for advanced call routing and audio text. Therefore, no two
items can have the same system ID.
Before assigning system IDs:
Estimate what kind and how many system IDs you need.
Design a simple, easy-to-use system ID numbering plan and use it
consistently. All system IDs should contain the same number of
digits.
Assign system IDs according to numbers rather than letters. If
assigned by letter, both SANDY and RANDY, for example, would
have 72639 as their system ID number. And, because no two items
have the same system ID, the voice messaging system cannot dis-
tinguish between the two items.
The number of system IDs you require determines how many digits
your IDs must have. The table below shows you how many unique IDs
are available for a particular numbering plan. Be sure to allow ranges
of unused system IDs for future system expansion, including new sub-
scribers, transaction boxes, interview boxes, and subscribers guest.
Determining the number of unique IDs for an ID numbering plan
How the system listens for system IDs
The system listens for system IDs on a digit-by-digit basis. When a
caller enters an ID, the system examines the first digit to see if it is a
valid system ID. If not, the system listens to the second digit and
Number of digits in each ID
Number of unique IDs
(assumes operator box ID is 0)
1 9
2 90
3 900
4 9,000
5 90,000
6 900,000
7 9,000,000
8 90,000,000
9 900,000,000
10 9,000,000,000
SYSTEM IDS
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CHAPTER 1: INTRODUCTION 7
checks to see if that combination is a valid ID. This process is repeated
for every digit until a match is found or there are no more digits to
check.
This method of listening for system IDs provides a quick response
because the system goes directly to the first available match. However,
this means that you cannot have a long ID that begins with digits that
match a shorter ID. For example, you cannot have both 234 and 2345
as system IDs. The easiest way to avoid this situation by having all sys-
tem IDs contain the same number of digits.
NOTE: A security code is not a system ID. A security code is created by
the subscriber, is known only to the subscriber, and is used in conjunc-
tion with the personal ID to enhance the security of the voice messaging
system.
The following table shows the different types of system IDs used by the
voice messaging system.
ID Identifies How used
Personal ID Subscriber or guest Identifies the caller to the system and allows sub-
scribers to listen to messages, leave two-way mes-
sages for others, and change their setup options.
Guests use the personal ID to exchange two-way
messages with their hosts. The personal ID is usu-
ally created by adding at least one extra digit (for
example, 9) to the front of each individuals exten-
sion ID.
Extension ID A subscribers mailbox Callers enter the extension to reach a subscriber.
The extension ID usually matches the phone exten-
sion number, but if two subscribers share the same
physical phone extension, they will have two differ-
ent extension IDs.
Box ID Transaction boxes
Interview boxes
Voice detect boxes
Operator boxes
Fax boxes
Callers press these IDs to reach a particular box. Box
IDs are also used for automatic routing of calls and
in one-key dialing menus.
Fax ID Public fax box Calls are routed to this box by entering the public
fax box ID.
SYSTEM IDS
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CHAPTER 1: INTRODUCTION 8
Directory ID Directory menus and
directory groups
Callers using numeric directory assistance enter the
directory ID to access a department or individual.
Directory IDs are also used to automatically route
calls.
Numbered group ID Message group Subscribers use this ID to send a message to a num-
bered message group.
Automatic directory ID Automatic (alphabetic)
directory assistance
When the automatic directory ID is stated in the
opening greeting, callers can use it to reach the sys-
tems directory of subscribers.
ID Identifies How used
SYSTEM IDS
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CHAPTER 1: INTRODUCTION 9
Internal IDs
There may be occasions when you want to prevent callers from dialing
a system ID directly. You can make an ID internal, or hidden, by using
a $ (dollar sign) as the first character of the ID. The $ (dollar sign) can-
not be entered from a phone.
The most common use of an internal ID is for routing callers to voice
detect boxes, transaction boxes, or interview boxes. For example, the
system comes with a public interview box that has the system ID $PM.
The $ prevents callers from entering the public interview box directly,
but they can be routed to it automatically when the operator is not
available.
Default system IDs
The voice messaging system comes with certain default system IDs. If
you decide to change any of these, you must enter the new ID in all the
fields where the old ID appears. The table lists all default system IDs
and the pages where they are found.
Default system ID Used by Location
OPEN Opening box Call Management> Opening Boxes
0 (zero) System operator Call Management> Operator Box
9696 Default system manager Sandy Sim-
mons, extension ID
Subscribers> Subscribers
$SANDY Default system manager Sandy Sim-
mons, personal ID
Subscribers> Subscribers
9555 Guest of Sandy Simmons, Les Larson,
personal ID
Subscribers> Guest
555 Automatic (alphabetic) directory
assistance
System> Configuration> System Set-
tings
411 Department box Call Management> Transaction
Boxes
700 Sales box Call Management> Transaction
Boxes
800 Technical support box Call Management> Transaction
Boxes
$FAXBOX Public fax box Call Management> Fax Boxes> Public
Fax Box
$PM Public interview box Call Management> Interview Boxes
$VOICE Voice detect box Call Management> Voice detect
Boxes
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 10
Logging on and
logging off
The voice messaging system requires that you log on to the system as a
system manager before you change any system settings. You may also
need to log on to the operating system. Many of the procedures in this
guide assume that you have already logged on to the system.
If the voice messaging system has been shut down, restart it, then per-
form the following procedures to log on.
To log on to the operating system
1 If the voice messaging computer is shut down, restart it.
2 In the User field, type root.
3 In the Password field, type the password. The default password
is voicemail.
NOTE: The system does not display any asterisks or other indica-
tors as you type the password.
4 Click OK.
To log on to the voice messaging system
1 On the Linux desktop, open the Web console.
To open the Web console on the voice server, click the Web icon
on the Linux desktop.
To open the Web console from another workstation in the same
network as the voice server, open a Web browser, select File>
Open, enter the IP address of the voice server, then press
ENTER.
2 In the User field, type a system manager ID.
If this is a new system, type $SANDY.
If this is an existing system, type your personal ID.
3 In the Password field, type the appropriate security code.
If this is a new system, leave the Password field blank.
If this is an existing system, type your personal ID.
4 Click Login.
LOGGING ON AND LOGGING OFF
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CHAPTER 1: INTRODUCTION 11
To log off of the voice messaging system
Click Logoff at the top right of any screen.
To log off of the operating system
Right-click anywhere on the desktop, then select Exit> Logout.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 12
Navigating the Web
console
The Repartee LX Web console is the interface you use to perform most
administration tasks. It can be accessed directly from the Repartee LX
server, or from a networked computer.
Main menu
You will see the Main menu when you first log on to the voice messag-
ing system.
On the left side of each system screen is a navigation pane that con-
tains links to the Web console pages. Each link in the navigation pane
contains one or more pages with related fields. To move to a page, click
the link in the navigation pane. Some links contain multiple pages of
related settings.
Subscribers Use these pages to configure settings for individual sub-
scribers and guests, and to create subscriber templates. Settings
include schedules, passwords, account permissions, phone greet-
ings, call processing and transfer options.
Navigation pane
NAVIGATING THE WEB CONSOLE
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 13
Call Management Use these pages to specify how Repartee answers,
routes, transfers, and records calls. Settings include call handling
settings for the operator, opening greeting, any routing applica-
tions and menus, languages, and voice detect applications.
Groups Use these pages to configure or create message groups.
Hotel Guests Use these pages to configure settings for hotel guests. Set-
tings include greetings, passwords, wake-up calls, call handling,
and message waiting notification.
NOTE: The hotel guest pages are only available if the optional hos-
pitality package is installed.
Reports Use these pages to generate reports of subscriber-based or
system-based information, including message activity, message
groups, phone sign-ins, disk storage, administration access, port
usage, software information, and fax activity.
Network Use these pages to add and view locations within a voice mes-
saging network.
NOTE: The network pages are only available if the optional net-
working package is installed.
System Use these pages to set general information about the voice
messaging system, such as site contact information, message
storage and playback settings, system prompts, schedules, port
settings, and phone system integration.
Port Status This page displays the current activity and status of each
port or incoming phone line.
Server Control Use this page to start, stop, or restart the voice messag-
ing software.
NAVIGATING THE WEB CONSOLE
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 14
Administration pages
Many pages in the Web console are divided into three areas.
The navigation pane, located on the left side of the console, links
to other pages.
The page, where Repartee data is entered and displayed.
The name of the record.
Many pages in the Web console contain one or more command icons
at the top. These perform the following functions:
Save changes.
Search for items of the type you are currently viewing.
Add items of the type you are currently viewing.
Delete items of the type you are currently viewing.
Name of record
Navigation pane
Page
Command icons
Click to return to
Main Menu
NAVIGATING THE WEB CONSOLE
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 15
View the previous record.
View the next record.
Read the help topic for this page.
Turn on field-specific help links. To view the help for any field,
click the ? next to the field.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 16
Recording voice
fields or prompts
At the Web console you can record voice fields or prompts. Voice fields
contain names, greetings, or introductions. Voice fields display the
number of minutes and seconds the recording lasts (for example,
00:14). Prompts tell callers what action to take as they use the system.
The system connects prompts with recorded names and greetings to
create the system conversation.
You can use a computer or a phone to play or record names, greetings,
or prompts. To play or record using a computer, you need to install the
Java Runtime Environment software available via the Internet. To use a
phone, you are asked for the extension number of a phone near the
Web console.
See Playing and rerecording voice prompts, on page 220 for details
about prompts.
To play a recording at the Web console
1 Go to the page containing the voice field for the name, greeting, or
prompt. Names and greetings are stored in voice fields through-
out the system. Prompts are stored on System> Voice prompts.
2 Click the voice field. The system displays the Media Player win-
dow.
3 If necessary, click , then set whether to use the computer
speaker and microphone, or a phone for playback.
4 To play the recording, click .
5 When you are finished, close the Media Player window.
To record at the Web console
1 Go to the page containing the voice field for the name, greeting, or
prompt. Names and greetings are stored in voice fields through-
out the system. Prompts are stored on System> Voice prompts.
2 Click the voice field. The system displays the Media Player win-
dow.
3 If necessary, click , then set whether to use the computer
speaker and microphone, or a phone for recording.
RECORDING VOICE FIELDS OR PROMPTS
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 17
4 To record, click .
Phone: If asked, enter the extension number, answer the phone,
then speak into the handset.
Computer: Speak into the microphone.
5 When you are finished recording, click
6 If necessary, replace the handset.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 18
Changing system
information by
phone
A system manager can change most system information on the Web
console. A system manager can also change mailboxes, greetings,
schedules, and operator settings by phone with the system manager
conversation.
To hear the system manager conversation, call the system, then log on
with your personal ID and security code. After you log on, you can
check or leave messages, change your setup options, or access the sys-
tem manager options.
The system manager conversation consists of five questions or menu
options, shown in the table below. Each question has a shortcut key,
shown in parentheses next to the question. To skip to that set of
options immediately, press the shortcut key during the system man-
ager conversation.
Menu option Meaning
Would you like to change a mailbox?
( 4 )
Add a new mailbox, determine whether a mailbox has a security
code, delete security codes, or delete a mailbox. If you delete a
mailbox, all of the transaction boxes, guests, private groups,
interview boxes, and messages owned by that mailbox are also
deleted.
Would you like to change the open-
ing greetings? (5)
Switch to or from alternate mode, or change the day, night, or
alternate greetings of opening greeting boxes.
Would you like to change the system
schedule? (6)
Change the system clock and date settings, or change schedule
#1.
Would you like to hear system infor-
mation? (7)
Hear information about the software version you are using; the
system key serial number; the available recording time; the sys-
tem time, date, and mode; the number of active voice messaging
ports; and the driver and firmware versions.
Would you like to change the opera-
tor settings? (8)
Assign the extension that the operators mailbox or the public fax
box is transferred to. Also, you can choose to have the public fax
box ask for voice annotation, or have a public message left when
a fax arrives.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 19
Setting up system
security
To protect the system from unauthorized access, it is recommended
that you complete these procedures immediately after you login to the
system for the first time.
WARNING! Failure to complete these procedures may result in unau-
thorized access to the system and consequent loss of data.
Change the personal ID for the default system manager. Typically, per-
sonal IDs are assigned according to a pattern (for example, 9 fol-
lowed by the extension number). Choose a new personal ID for
the default system manager that would be difficult for others to
guess. To prevent anyone from accessing the system managers
mailbox by phone, begin the personal ID with a special character
that is not available on the phone keypad. For example, use
$sandy.
For any system manager personal ID accessible by phone, set a security
code. If a system manager personal ID can be entered by phone, set
a security code that would be difficult for others to guess. The
security code should be a random sequence of 4 or more digits.
This precaution is important to prevent unauthorized persons
from guessing the security code, then modifying mailboxes and
greetings by phone.
Set a default security code, and require that subscribers use their own
security code. When used with a personal ID, a security code pro-
vides additional protection for a mailbox. A security code is set by
phone, and is known only by the subscriber. When you set a
default security code, the system requires subscribers to enter the
code to enroll themselves on the system. You can also require that
subscribers set their own code during the enrollment conversa-
tion. This precaution helps ensure that unauthorized persons
cannot access unused mailboxes before enrollment, and prevents
subscribers from enrolling without setting a security code.
Limit the number of times a caller can enter an invalid system ID. This set-
ting prevents unidentified callers from accessing the system and
trying to guess a valid system ID. You can also set the action the
voice messaging system takes when a caller exceeds the number
of misdials allowed.
SETTING UP SYSTEM SECURITY
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 20
To change the personal ID for the default system manager
1 Go to Subscribers> Subscriber> Profile, then click the Find icon.
2 In the Find and Select Subscriber dialog box, select Find by Name.
3 Type * (asterisk) in the text box, then click Find.
4 Click the default system manager name.
5 In the Personal ID field type a new personal ID.
6 Click the icon to save.
To set a security code for a system manager with phone access
1 Call the system and enter the system manager personal ID.
2 Press 7 access setup options.
3 Press 7 to access personal options.
4 Press 4 to change the security code.
5 Follow the instructions to change the code.
6 Press * * *(three asterisks) to exit the system, then replace the
phone handset.
To set up a default security code
1 Go to Subscribers> Account Policy> Security Settings.
2 To require subscribers to set a security code, clear Permit blank
password.
3 To require a minimum number of characters in a security code,
select Minimum number of characters in password, then enter
the number in the text box.
4 In the Default password for each new subscriber field, type a
different code. The code must be 3 to 10 digits in length.
5 Click the icon to save.
SETTING UP SYSTEM SECURITY
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 21
To limit the number of times a caller can enter an invalid system ID
1 Go to System> Configuration> General.
2 In the Maximum number of attempts to enter a personal ID
field, set the maximum number of times a caller can enter an
invalid system ID.
3 In the Maximum security code/password attempt field, set the
maximum number of times a subscriber can incorrectly enter a
security code before having to re-enter a valid system ID.
4 In the Callers entering a bad ID will be routed to field, type the
system ID a caller is transferred to when the caller enters the
maximum number of invalid IDs.
5 Click the icon to save.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 22
Following
recommended
security practices
In addition to performing the procedures described in Setting up sys-
tem security on page 19, follow these security recommendations on
an ongoing basis.
WARNING! Failure to follow these recommendations may result in
unauthorized access to the system and consequent loss of data.
Limit the number of system managers added to the system. System man-
agers can change the system in many important ways. Only assign
system manager status to subscribers who need it to perform sys-
tem management tasks.
Delete any unused mailboxes on the system. When you add a range of
mailboxes, add only the number of boxes you need. Immediately
reassign or delete subscribers mailboxes when they leave the
organization. This precaution is particularly important if a sub-
scriber is a system manager.
Create subscriber directory reports regularly. Check for any unused mail-
boxes, and delete them as necessary. Verify that the correct sub-
scribers are assigned system manager status. Delete any unknown
subscribers.
Create system usage and system log reports regularly. System usage and
system log reports show patterns of voice messaging system activ-
ity. Check the reports for unusual activity, particularly during late
night or early morning hours. Check for calls that are unusually
long in duration. Check the reports for activity by any system IDs
you do not recognize.
Train subscribers about the importance of following recommended security
practices. Train subscribers to avoid security codes that match their
birthday, childs name, or social security number. Train subscrib-
ers not to program a speed-dial key with their security code. Train
subscribers not to write down their security code or share the
code with others. Distribute your organizations security policies
in writing to all employees.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 23
Shutting down and
restarting the
system
Some procedures require that you shut down and restart the voice
messaging software. You can choose to shut down each port after the
current call is finished, or shut down the system immediately, discon-
necting all calls in progress. When the voice messaging software is shut
down, the system is unable to answer or place calls.
You can shut down and restart the voice messaging software from any
networked computer using the Web console, the text console, or the
command prompt.
If the voice messaging software does not restart properly, or if the sys-
tem is behaving erratically, you may also need to shut down and
restart Windows.
You can shut down the Linux operating system using the graphical
interface only when you are at the voice server. You can shut down the
operating system by using the command prompt either at the voice
server or at a different computer.
To shut down or restart the voice messaging software at the Web
console
1 Log on to the Web console, then go to Server Control.
2 Click Start to restart Repartee LX, or Stop to shut down the
software.
To shut down the voice messaging software using the text console
1 At the Banner screen, press CTRL-X.
2 Type y to confirm that you want to shut down the voice messag-
ing software and to disconnect all lines.
3 Type a system manager ID and security code, then press ENTER.
The system shuts down each port as it becomes available, then
shuts down the software.
NOTE: The voice messaging software may take more than 30 sec-
onds to shut down completely.
SHUTTING DOWN AND RESTARTING THE SYSTEM
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 24
To shut down or restart the voice messaging software at the command
prompt
At the command prompt, type one of the following:
To stop the voice messaging software, type service vmail
stop.
To start the voice messaging software, type service vmail
start.
To restart the voice messaging software, type service
vmail restart.
To shut down the voice messaging software at the voice server
1 On the Linux desktop, click the Status icon.
2 When asked to confirm that you want to stop voice mail, click
Yes. The system shuts down each port as it becomes available,
then shuts down the software. The Status icon will change from
green to yellow while the software is shutting down.
NOTE: The voice messaging software may take more than 60 sec-
onds to completely shut down.
WARNING! Clicking the Shutdown icon multiple times can cause
the system to lock up. Wait a few seconds for the Status icon to
change.
3 When the voice messaging software has completely shut down,
the Status icon turns red.
To restart the voice messaging software at the voice server
1 On the Linux desktop, click the Status icon.
2 When asked to confirm that you want to start voice mail, click
Yes. The Status icon will change from red to yellow while the
software is restarting.
NOTE: The voice messaging software may take more than 60 sec-
onds to start.
WARNING! Clicking the Startup icon multiple times can cause the
system to lock up. Wait 60 seconds for the Status icon to change.
SHUTTING DOWN AND RESTARTING THE SYSTEM
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 1: INTRODUCTION 25
When the voice messaging software is running, the Status icon turns
green.
To shut down or restart the Linux operating system at the command
prompt
1 Shut down the voice messaging software.
2 Connect to the voice messaging system through SSH using a cli-
ent of your choice, or log in to a local console.
3 Type poweroff to shut down or reboot to restart the
Linux operating system, then press ENTER.
NOTE: The voice messaging system should restart automatically
after the computer is restarted. If the voice messaging system does
not restart, on the Web console, go to Server Control, then click
Start.
CHAPTER 2: OPENING GREETING 27
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: Opening greeting
Opening greeting overview .............................................................28
Adding an opening greeting box......................................................29
Changing the opening greeting setup..............................................30
Setting up greetings......................................................................32
Setting up actions after greetings...................................................34
Routing callers with one-key dialing ................................................35
Routing callers to a language select box.........................................37
Adding multiple opening greeting boxes ..........................................39
Setting up directory assistance options ..........................................40
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 28
Opening greeting
overview
An opening greeting is the greeting the system plays for callers, and is
the first thing callers hear when they call your organization. The sys-
tem has a default opening greeting that lets the system function
immediately. However, most organizations change the default greeting
to meet their unique needs.
An opening greeting is stored in an opening box. An opening box is a
type of routing box. An opening box can store up to three greetings: a
day greeting, a night greeting, and an alternate greeting. Only a system
manager can record these greetings or switch between them by phone.
A system manager can record opening greetings at the Web console.
Most systems use only one opening greeting, but you can add more
opening greetings for special purposes. For example, you can set up
different call routing for sales inquiries, requests for directions, or for
each language. Or, the system can answer ports with different opening
greetings. Then, some ports can answer with a greeting for one busi-
ness or language, and the remaining ports for another business or lan-
guage.
Systems with more than one language can route callers from an open-
ing box to a language select box, where callers choose their language.
On a multilingual system, you also define the systemID callers reach
when the conversation starts again, such as after recording a message.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 29
Adding an opening
greeting box
Most organizations use only one opening greeting box, but the system
supports multiple opening greeting boxes. For example, you can cre-
ate an opening greeting box to answer specific ports that you desig-
nate. Multiple opening greeting boxes are useful if two businesses
share the same voice messaging system or if the system has more than
one language. The system can answer some ports with a greeting for
one business or in one language, and the remaining ports with a greet-
ing for the other business or in a different language.
To add an opening box
1 Go to Call Management> Opening Boxes. The Opening Box> Pro-
file page will be displayed.
2 Click the icon. The Add Opening Boxes dialog box will be dis-
played.
3 Provide a name and ID for the opening box in the appropriate
fields, then click Add.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 30
Changing the
opening greeting
setup
The voice messaging system has a default setup for the opening greet-
ing box. While this setup lets the system function immediately, you
may wish to change the setup to better meet the needs of your organi-
zation.
You can have different greetings for day and night mode. For example,
you can route daytime callers to the operator and ask night callers to
leave a message.
Steps for changing the default opening greeting setup
1 Change the greetings. Record a name for the box and record the
day, night, and alternate greetings.
2 Set up actions after greetings. Specify how the voice messaging
system responds when a caller does not press a touchtone key
during the greeting.
3 Route callers with one-key dialing, if desired.
4 If the system has more than one language, and uses language
select boxes, set the Restart IDs.
5 Test the opening greeting box. Call each port and confirm that the
boxes are set up to answer calls the way you want.
To change the opening box name and system ID
1 Go to Call Management> Opening Boxes. The Opening Box> Pro-
file page will be displayed. Click the Find icon , then select the
desired opening box.
2 In the Name field, type a new name for the box.
3 In the System ID field, type a new system ID for the box.
4 Click the icon to save.
NOTE: If you change the opening box system ID from the default ID, you
must enter the new ID in all fields where this ID is referenced.
CHANGING THE OPENING GREETING SETUP
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 31
Name Accepts the name of the opening greeting box.
System ID Accepts the system ID for the opening greeting box.
Restart IDs Controls how the voice messaging system restarts callers at
a box that has recordings in the callers language choice. Use this
field only with voice messaging systems that have language select
boxes. If the voice messaging system uses only one language,
leave this field blank.
Language A two-letter code for the language
System ID The system ID where the caller is routed.
For example type SP and $SPANISH to route the call to the
transaction box $SPANISH containing the Spanish greeting.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 32
Setting up
greetings
You can change the opening greeting by simply recording over the
default greeting. You may want to change the greeting to announce
upcoming sales, changes in business hours, seasonal products, or to
customize the opening greeting box to give your callers additional
options.
You can have different greetings for day and night mode. You can also
record an alternate greeting for special circumstances. For example, if
you are unable to open your business due to a snowstorm, the system
manager can turn on the alternate greeting. The system manager can
also update (record) the alternate greeting to reflect the special cir-
cumstance.
The voice fields in the Greetings page of the Opening Box page display
how many seconds the greetings last. If a field contains 0:00, then no
greeting has been recorded, and the system skips directly to the after-
greeting action.
To set up a greeting
1 Go to Call Management> Opening Boxes.
2 Press the Find icon , then select the desired opening box either
by name, or by system ID.
3 Click the button next to Voice name to record a name for the
box.
4 Next, click the Greetings link in the navigation page, to display the
Greetings page.
5 Click the first button next to Day/Night greeting and record a
day greeting.
6 Click the second button next to Day/Night greeting and record a
night greeting.
7 Click the button next to Alternate greeting and record an alter-
nate greeting.
8 Select the desired option in the Active greeting group.
9 Click the icon to save.
SETTING UP GREETINGS
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 33
Day/Night greeting Enables the day and night greetings for the opening
greeting box. If the first button contains 0:00, no Day greeting has
been recorded. If the second button contains 0:00, no Night greet-
ing has been recorded. Once the greeting has been played, the
voice messaging system performs the action specified under After
day greeting or After night greeting.
Alternate greeting Enables the alternate greeting for the opening greet-
ing box. If the button contains 0:00, no greeting has been
recorded.
Active greeting Two options determine the greeting when the voice
messaging system answers calls:
Day/Night greeting Makes the standard day and night greeting
active.
Alternate greeting Makes the alternate greeting active. When the
alternate greeting is active, it is used in both day and night
modes.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 34
Setting up actions
after greetings
If the caller does not press any touchtone keys during the opening
greeting, the system takes the action specified in the After Day Greet-
ing or After Night Greeting group of options.
To set up actions after greetings
1 Go to Call Management> Opening Boxes. Click the Find icon ,
then select the desired opening box. The Profile page for the
selected box will be displayed.
2 Click the Greetings link in the navigation pane. This will display
the Greetings page for this box.
3 Select the desired action in After Day Greeting and After Night
Greeting groups of options.
4 If you selected Take a message for group, type the system ID for
a group or click Search to see a list with the systems groups,
then select a group.
5 If you selected Route to, type the system ID that you want to
route the call to.
If you want to send the call to the public interview box, type $PM.
6 Click the icon to save.
After Day Greeting A group of options that specify the action the voice
messaging system performs after playing the greeting during the
day schedule.
Route to operator Routes the caller to the operator box.
Route to Routes the caller to another system ID. If you choose this
option, you must enter an ID in the field immediately to the
right.
Hang up Disconnects without saying good-bye.
Say bye Plays a prompt asking whether the caller needs further
assistance, pauses, says good-bye, and then disconnects.
Restart Returns the caller to the opening greeting box.
After Night Greeting A group of options that specify the action the voice
messaging system performs after playing the greeting during the
night schedule.
SETTING UP ACTIONS AFTER GREETINGS
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 35
Routing callers with one-key dialing
One-key dialing lets callers go to a particular location within the voice
messaging system by pressing one key. For example, you can quickly
route callers from the opening greeting box to directory assistance,
subscribers extensions, transaction boxes, voice detect boxes, lan-
guage select boxes, or interview boxes.
When a caller presses a key that has a one-key dialing option pro-
grammed, the voice messaging system will immediately act on that
key. In the event that the one-key dialing conflicts with an extension
ID, you can specify an amount of time (in seconds) for the system to
pause and wait for the caller to enter additional digits.
To route callers with one-key dialing
1 Go to Call Management> Opening Boxes, then select the desired
opening box.
2 If necessary, rerecord the opening greeting message so that it
describes the one-key dialing choices.
3 Go to Call Management> Opening Boxes> One-Key Dialing. Type
the system IDs that you want to route callers to (or click Search
to see a list of available choices), then click the icon to save
after each key assignment.
4 In the One-key delay field type 1 or 2 then click the icon
to save. This field creates a 1- or 2-second pause that lets callers
bypass the one-key dialing options and enter system IDs.
5 Go to Call Management> Opening Boxes> Greetings, and in the
groups After Day Greeting and After Night Greeting specify the
action to take when a caller does not press any key. Click the
icon to save.
For most situations, it is recommended that you select the Route
to operator action. This transfers the call to the operator when
the caller presses an incorrect key, or does not press any key. This
also transfers callers without touchtone phones to the operator.
SETTING UP ACTIONS AFTER GREETINGS
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 36
One-key dialing Accepts a system ID to route callers to when they enter
a digit. The voice messaging system listens for one-key dialing
entries during the greeting and during the good-bye prompt.
One-key delay Accepts the number of seconds that the voice messaging
system waits for callers to enter additional digits before acting on
the key press. This allows callers to enter a complete system ID to
bypass the one-key dialing menu.
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 2: OPENING GREETING 37
Routing callers to
a language select
box
After adding a language select box, you can route callers from the
opening greeting box to the language select box, so that callers can
select the language they want to hear. Use the first procedure below,
To route callers to a language select box.
In addition, it is important to set correct values for the Restart IDs
fields. These fields let you specify how the system restarts calls for each
language offered. Otherwise, an outside caller may reach a language
select box more than once during a call and be asked to choose a lan-
guage again.
The Restart IDs fields can be set to any valid system ID, including
IDs for a transaction box, interview box, voice detect box, directory
menu or group, automatic directory assistance, or an operator. Use the
second procedure below, To set up a restart ID for a language, only
when you use language select boxes.
To route callers to a language select box
1 Go to Call Management> Opening Boxes, then select the desired
opening box.
2 Click the Greetings link in the navigation pane to display the
Greetings page.
3 In the After Day Greeting group of options, select Route to.
4 In the adjacent text box, type the system ID for the desired lan-
guage select box (or click Search to see a list of available
choices).
5 Click the icon to save.
6 Repeat steps 2, 3 and 4 for the After Night Greeting group of
options.
ROUTING CALLERS TO A LANGUAGE SELECT BOX
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CHAPTER 2: OPENING GREETING 38
To set up a restart ID for a language
1 Decide where you want to restart callers. Depending on what you
want, you may need to perform one or more of the following
actions:
Add a transaction box, interview box, or voice detect box. Cus-
tomize the Transfer, Greeting, and Action pages of the box to
route callers in the manner you want.
Prevent callers from accessing the restart point directly by typ-
ing $ (dollar sign) at the start of the boxs system ID.
Record the greeting in the language you want.
2 Go to Call Management> Opening Boxes, then select the desired
opening box.
3 In the Language group, type the language code (for example, type
DE for German).
4 In the corresponding System ID field, type the system ID of the
box that you set up in step 1, then click the icon to save.
5 Repeat steps 1 through 4 for the other languages in your voice
messaging system.
6 Scroll through the subscribers and transaction box pages in the
voice messaging system. Identify the ones with call transfer
turned on. For these boxes, confirm that Await Answer is set up
as the call transfer type.
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CHAPTER 2: OPENING GREETING 39
Adding multiple
opening greeting
boxes
Most organizations use only one opening greeting box, but the system
supports multiple opening greeting boxes. For example, you can cre-
ate an opening greeting box to answer specific ports that you desig-
nate. Multiple opening greeting boxes are useful if two businesses
share the same voice messaging system or if the system has more than
one language. The system can answer some ports with a greeting for
one business or in one language, and the remaining ports with a greet-
ing for the other business or in a different language.
To add opening greeting boxes
1 Go to Call Management> Opening Boxes> Profile.
2 Click the icon. The Add Opening Boxes dialog box will be dis-
played.
3 Type a name and ID for the box in the appropriate field, then click
Add.
4 Click the Greetings link in the navigation pane to display the
Greetings page.
5 Set up the After Day Greeting and After Night Greeting actions.
6 Go to System> Ports and select the Open line ID field for the
port that you want to assign the new opening greeting box to. In
this field, type the system ID for the new opening greeting box,
then click the icon to save.
NOTE: You can assign the same box to more than one port.
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CHAPTER 2: OPENING GREETING 40
Setting up
directory
assistance options
Dialing options in the opening greeting box let callers use either auto-
matic (alphabetic) or numeric directory assistance.
This procedure assumes that you have already set up numeric direc-
tory assistance and that you are not currently using the one-key dial-
ing options in the opening greeting box.
To set up the system to offer callers automatic directory assistance
1 Go to Call Management> Opening Boxes> One-Key Dialing.
2 In the first One-key dialing field, type the system ID for auto-
matic directory assistance, then click the icon to save.
NOTE: To look up this system ID, go to System> Configuration>
System Settings. The System Settings menu will be displayed and
the first item is the System ID for alphabetic (automatic) directory
assistance.
3 In the next One key dialing field, type the system ID for the main
directory menu, then click the icon to save.
4 Rerecord the opening greeting to tell callers about their new one-
key dialing options.
One-key dialing Accepts a system ID where callers are routed when they
enter a digit. The voice messaging system listens for one-key dial-
ing entries during the greeting and during the good-bye prompt.
SETTING UP DIRECTORY ASSISTANCE OPTIONS
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CHAPTER 2: OPENING GREETING 41
One-key delay Accepts the number of seconds the voice messaging sys-
tem waits for callers to enter additional digits before acting on the
key press. This allows callers to enter a complete system ID to
bypass the one-key dialing menu.
CHAPTER 3: SUBSCRIBER MAINTENANCE 42
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 3: Subscriber maintenance
Default subscriber overview...........................................................43
Creating default personal IDs.........................................................44
Setting up default e-mail options....................................................45
Setting up the default language .....................................................46
Setting up default message storage ...............................................47
Selecting default subscriber access options ...................................49
Setting up default transfer options .................................................54
Setting up default call screening, greeting and call routing ...............58
Setting up default one-key dialing...................................................62
Setting up default message notification..........................................64
Setting up default live record options .............................................71
Setting up default fax options ........................................................73
Enrolling subscribers.....................................................................79
Adding subscribers........................................................................80
Deleting subscriber information......................................................82
Assigning system manager status..................................................84
Setting up e-mail options for a subscriber .......................................85
Assigning a language for a subscriber.............................................86
Setting up message storage for a subscriber ..................................87
Setting up transfer options for a subscriber ....................................88
Setting up call screening for a subscriber .......................................91
Setting up greetings for a subscriber ..............................................93
Setting up one-key dialing for a subscriber ......................................96
Setting up message notification for a subscriber .............................97
Changing access options for a subscriber .....................................101
Setting up live record options for a subscriber...............................105
Enrolling a subscriber..................................................................111
Adding guests.............................................................................112
Training new subscribers .............................................................114
REPARTEE LX SYSTEM MANAGEMENT GUIDE
CHAPTER 3: SUBSCRIBER MAINTENANCE 43
Default subscriber
overview
After the Repartee LX voice messaging system (VMS) is installed, use
the subscriber template to specify the default (standard) settings for
all new subscribers. Before adding subscribers, set the fields on this
page to the values you expect to use for most new subscribers. Newly
added subscribers will automatically be set up according to the
options selected in the subscriber template. The settings for individual
subscribers can be modified if necessary, but setting default options
for the majority of subscribers will save time and help ensure consis-
tency. Changes you make to the subscriber template default options
affect only new subscribers added after the change was made.
Subscriber template pages are similar to the Subscriber pages, where
individual subscriber settings can be viewed or modified. The different
uses of these two types of pages are discussed in detail in this chapter.
The subscriber template is divided into nine categories.
Profile Contains basic information about the subscriber, default per-
sonal ID, and language. It also shows message holding and
archiving settings.
Access Options Contains options to specify how the subscriber inter-
acts with the voice messaging system.
Call Transfer Contains options to specify how calls to the subscriber are
transferred.
Greetings Contains options to specify the active greeting, and how
calls are routed after a greeting.
One-Key Dialing Specifies one-key dialing options available to callers
during subscriber greetings.
Messages Contains options to specify how calls and messages will be
managed and also enable the setup message indication.
Notification Contains options to specify how a subscriber is notified of
messages and how messages are delivered.
Live Record When enabled, specifies how a subscriber can record
phone conversations.
Fax When enabled, specifies personal fax boxes for each subscriber.
The Subscriber pages include the same pages as the subscriber tem-
plate, and provide several additional options that apply only to indi-
vidual subscribers.
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CHAPTER 3: SUBSCRIBER MAINTENANCE 44
Creating default
personal IDs
The personal ID is a unique number that the voice messaging system
uses to identify subscribers. The personal ID lets subscribers listen to
messages, leave two-way messages for others, and change their setup
options.
In the subscriber template you can set up a default convention for
assigning personal IDs to subscribers. The most common convention
is a numbering scheme that bases subscribers personal ID numbers
on their phone extension ID numbers.
For example, you can type a prefix digit (such as 9) and x. The x
stands for the subscribers extension and causes the system to use the
ID entered in the Extension ID field on the subscribers Profile. For
example, if you type 9x in the Personal ID field, then a new sub-
scriber with the extension 123 is automatically assigned the per-
sonal ID 9123.
To create the default personal ID
1 Go to Subscriber Template> Profile.
2 In the Personal ID field, enter a 1- or 2- digit number followed
by X.
3 Click the icon to save.
Personal ID Specifies a default numbering scheme to be used for per-
sonal IDs. You can assign IDs based on the subscribers extension
ID. To do this, type the prefix for the IDs, followed by x for the sub-
scribers extension ID. For example, type 9x.
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CHAPTER 3: SUBSCRIBER MAINTENANCE 45
Setting up default
e-mail options
Use the Subscribers Template> Profile page to give subscribers e-mail
access. Setting up e-mail options requires that the system is licensed
for e-mail integration, and that the integration setup steps were com-
pleted during installation. See the Installation Guide for details.
Subscribers can be notified about new e-mail messages through the
voice messaging system or, by using the optional e-mail integration
package, subscribers can listen to e-mail messages from any touch-
tone phone. On the Subscribers Template> Profile page, you specify
the e-mail post office used by all subscribers. Then, when setting up
individual subscriber accounts, you specify the e-mail name for each
subscriber on their individual subscriber page.
To set up a default e-mail post office
1 Go to Subscribers Template> Profile.
2 In the E-mail post office field, type the default value.
E-mail post office Accepts the name of the E-mail post office, such as
ADMIN.
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CHAPTER 3: SUBSCRIBER MAINTENANCE 46
Setting up the
default language
When you have a multilingual voice messaging system, you can spec-
ify a language for the prompts that subscribers and guests hear when
they are retrieving messages. If you do not specify a default language,
the voice messaging system uses the language specified in the
Default language field on the System> Configuration> General page.
To set the default language
1 Go to Subscriber Template> Profile.
2 In the Language field, select the desired language.
3 Click the icon to save.
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CHAPTER 3: SUBSCRIBER MAINTENANCE 47
Setting up default
message storage
You can specify the length of time that a subscriber's old messages are
held or archived. When a new message arrives for a subscriber, it is
stored until it is retrieved. Once a message has been listened to, it then
becomes an old message, and will automatically be saved for a certain
number of days. The Keep old messages for field on Subscriber Tem-
plate> Profile page specifies the number of days that old messages are
saved by the system.
Subscribers can save some messages to listen to or respond to at a
later date. Subscribers can archive these messages. An archived mes-
sage is saved for a longer period of time than an old message. Each
time subscribers listen to an archived message, they must archive it
again. Otherwise, it is deleted. A message can be archived an unlimited
number of times.
The Keep archived messages for field on Subscriber Template> Pro-
file specifies the number of days a message is archived. The voice mes-
saging system deletes messages at midnight on the day when the time
expires.
To set the number of days that old messages are kept or archived
1 Go to Subscriber Template> Profile.
2 In the Keep old messages field, type the desired number of days.
3 In the Keep archived messages field, type the desired number of
days.
4 Click the icon to save.
Keep old messages for Accepts the number of days the voice messaging
system retains a message that has been heard but not archived. If
you select 0 (zero), the message is kept until midnight on the day
it was first heard.
SETTING UP DEFAULT MESSAGE STORAGE
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CHAPTER 3: SUBSCRIBER MAINTENANCE 48
Keep archived messages for Accepts the number of days the voice mes-
saging system retains archived messages.
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CHAPTER 3: SUBSCRIBER MAINTENANCE 49
Selecting default
subscriber access
options
Access options control subscriber access to certain system features.
The access options that you select determine how the subscriber
interacts with the voice messaging system. You can subsequently
change these options for individual subscribers.
As you review the access options, consider how you want to set up the
system. If you want to enable or disable an option for the majority of
subscribers, add or clear that option on the subscriber template. If you
want an access option set for just a few subscribers (such as the opera-
tor or system manager), set that option for just those individual sub-
scribers.
To change subscriber access options
1 Go to Subscriber Template> Access Options.
2 Select or clear the access options that you want to be the default
settings for most subscribers.
3 Click the icon to save.
Access Options
Allow access to setup options Allow a subscriber to change setup
options by phone, including personal greetings (unless Hear con-
versation in traditional order is also set), message groups, call
transfer, message delivery, recorded name, spelled name, security
code, and directory listing.
SELECTING DEFAULT SUBSCRIBER ACCESS OPTIONS
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Announce message lengths The voice messaging system announces the
total length of messages; for example, You have three new mes-
sages totaling 3 minutes, 20 seconds. Would you like to hear
them?
Use menu mode conversation The subscriber hears the menu conversa-
tion instead of the Yes-and-No conversation.
Use hands-free message retrieval The subscriber retrieves messages
without entering digits because the system does not ask, Would
you like to hear them? between message lists. Enable this option
only if the phone system has an immediate disconnect feature.
Play time stamp before message The system announces the time and
date a message was left before playing each message.
Allow access to old messages The subscriber can review old messages.
Allow access to public messages The subscriber can access public mes-
sages.
Receive notification for public messages The system notifies a sub-
scriber when a public message is received. Select this for sub-
scribers who have public message access and want their message
waiting lamps lit, or who want notification sent only for messages
sent specifically to them.
Allow urgent messages The subscriber can mark messages as urgent.
Hear conversation in traditional order The subscriber hears the Yes-and-
No conversation in the following order: check new messages,
leave messages, change greetings, and review old messages. Sub-
scribers with touchtone phones press # twice for setup options
other than greetings.
Administration
Include in alphabetic directory assistance Includes a subscriber in auto-
matic (alphabetic) directory assistance.
Require first-time enrollment Requires subscribers to enroll themselves
by phone the next time they call the system. The system does not
deliver messages to subscribers until they have enrolled.
SELECTING DEFAULT SUBSCRIBER ACCESS OPTIONS
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Allow to change notification settings The subscriber can change notifica-
tion settings.
NOTE: For security reasons, this access option is turned off by
default. To allow subscribers to set up call transfer and message
notification, you must select this option.
Allow personal greetings The subscriber can change personal greetings.
Allow to change holding settings The subscriber can change call holding
by phone.
Allow Mailbox Manager Access The subscriber can change setup options
using the Mailbox Manager program and a network connection.
Message Addressing/Recording
Allow to send messages The subscriber can send messages to subscrib-
ers, guests, or groups.
Restrict sending messages to guests and groups only The subscriber can-
not send messages to other subscribers, only to guests and mes-
sage groups.
Allow to address a message to multiple recipients The subscriber can
address a message to more than one person at a time.
Allow to send private messages The subscriber can mark messages as
private. Private messages cannot be redirected by the recipient.
Allow to request future delivery The subscriber can mark messages for
future delivery.
Allow to request return receipts The subscriber can mark messages for
explicit return receipt.
Always request return receipts Marks every message sent by the sub-
scriber for return receipt. To avoid redundant receipts and sum-
mary announcements, always use this option with Play receipt
summary after all messages heard.
Allow to send messages to remote site Allows the subscriber to send
messages to subscribers and message groups at remote sites. This
option is used only on voice messaging systems with the optional
network messaging feature. This feature allows two or more voice
messaging systems to exchange messages with one another.
SELECTING DEFAULT SUBSCRIBER ACCESS OPTIONS
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Allow to send urgent messages to remote site Allows the subscriber to
send urgent messages outside the message delivery schedule to
subscribers and message groups at remote sites. This option is
used only on voice messaging systems with the optional network
messaging feature. This feature allows two or more voice messag-
ing systems to exchange messages with one another.
Play receipts when messages opened at remote sites Specifies whether the
voice messaging system announces when a recipient at a remote
site first listened to a message. Otherwise, the system announces
when the message was transmitted. This option is used only on
voice messaging systems with the optional network messaging
feature. This feature allows two or more voice messaging systems
to exchange messages with one another.
Address messages by extension Allows the subscriber to send messages
by using the extension number of the recipient, instead of the first
three letters of the last name.
Allow to edit subscriber-to-subscriber messages The subscriber can add
to, listen to, or rerecord a message to another subscriber.
Allow to redirect messages The subscriber can redirect messages.
Allow access to public message groups The subscriber can create open
message groups or send messages to open message groups.
Play receipt summary after all messages heard The subscriber hears a
summary after all messages have been heard.
E-mail
Access e-mail messages from voice mail Lets the subscriber retrieve e-
mail messages by phone using the optional e-mail integration fea-
ture.
Count e-mail messages in message totals The subscriber hears the total
number of e-mail messages by phone. The subscriber can change
this option by phone, using the setup menu.
Ask for e-mail password Specifies whether the subscriber must enter an
e-mail password before listening to e-mail messages by phone
when using the optional e-mail integration feature. The sub-
scriber still hears a count of e-mail messages, even without enter-
ing the e-mail password.
SELECTING DEFAULT SUBSCRIBER ACCESS OPTIONS
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Forward voice mail to e-mail system Allows the subscriber to automati-
cally forward voice message to the subscribers e-mail inbox.
Available only with the optional e-mail integration feature. Always
use this option with Access e-mail messages from voice mail. Do
not use this option with Receive e-mail notification on new fax/
voice mail.
Forward faxes to the e-mail system Allows the subscriber to automati-
cally forward fax mail from the voice message inbox to the e-mail
inbox, when using the optional e-mail integration feature.
Receive e-mail notification on new fax/ voice mail Allows the subscriber to
receive notification by e-mail of new voice and fax mail when
using the optional e-mail integration feature. Do not use this
option with the Forward voice mail to e-mail system option.
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Setting up default
transfer options
On the Subscriber Template> Call Transfer page, you set up the default
call transfer options for all new subscribers. The voice messaging sys-
tem handles the calls by following the transfer-greeting-action struc-
ture that you set up for the subscribers mailbox. This is either the
default structure that you define on the subscriber template, or a cus-
tomized transfer structure that you set up for an individual subscriber.
In most cases, the system first tries to transfer a call to the extension. If
the line is busy or unanswered, the system plays a greeting and takes a
message.
Transfer type
If call transfer is turned on (by selecting the Enable call transfer
check box), then select a call transfer type. All transfer types put the
call on hold and then dial the extension. The most common choice is
Release. The Await Answer transfer type is required for setting up
the call screening and the call holding options.
Call screening
Call screening causes the system to screen calls transferred to the sub-
scriber, who can then decide whether or not to take the call. To enable
call screening, select the Use screening option on the Call Transfer
page, then set the desired screening options.
Call holding
The voice messaging system can allow multiple callers to hold for a
busy extension. To enable call holding on the Call Transfer page, call
transfer must be enabled.
SETTING UP DEFAULT TRANSFER OPTIONS
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Action options
After setting up the transfer type, go to the Greetings page to specify
the action you want the voice messaging system to take after playing
the greeting. The option Take a message records a message for the
owner of the voice mailbox, and is the most common choice.
To set up transfer options
1 Go to Subscriber Template> Call Transfer.
2 Select the Enable call transfer check box.
3 Select Transfer to subscribers extension to turn on call transfer
to the subscribers extension.
4 Select the desired call transfer type.
5 If you select the call transfer type Await Answer or Wait for ring
back, then in the field Wait for rings, specify how many times
you want the extension to ring before the call is transferred (if set
to Wait for ring back) or recalled (if set to Await Answer). You must
specify a minimum of three rings.
6 Click the icon to save.
To turn on call holding
1 Go to Subscriber Template> Call Transfer.
2 Select the Enable call transfer check box.
3 Select Transfer to subscribers extension to turn on call transfer
to the subscribers extension.
4 Select the call transfer type Await Answer or Wait for ring back.
5 In the Wait for rings field select how many times you want the
extension to ring before the call is transferred. You must specify a
minimum of three rings.
6 Select the Allow holding check box. You can also select the Use
VOX holding check box to let callers choose to hold by speaking
rather by entering a digit.
7 On the Subscriber Template> Greeting page, select Take a mes-
sage. If you do not select the Take a message option, record a
different call holding prompt. The Take a message option offers
callers, who are placed on hold, the choice to continue holding,
leave a message, or try another extension.
SETTING UP DEFAULT TRANSFER OPTIONS
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8 Click the icon to save.
Transfer type Determines how the phone system and voice messaging
system interact during the call transfer to the subscribers exten-
sion.
Await Answer Puts the caller on hold and dials the extension. If the
extension is answered within the number of rings specified in
the Wait for rings field, transfers the call to the extension. If
the extension is busy or not answered, plays the greeting, then
takes the action specified in the Action group on the Greetings
page.
Release Puts the caller on hold, dials the extension, and then
releases the call. If the extension is busy or not answered, the
caller cannot leave a message unless the phone system transfers
the call by using call forward to personal greeting. When this
transfer type is selected the transfer, screening, and holding
options are unavailable.
Wait for ringback Puts the callers on hold and dials the extension. If
the extension is busy, plays the greeting, then takes the action
specified in the Action group of the Greeting page. If the extension
is answered within the number of rings specified in the Wait for
rings field, the system transfers the call to the extension. If the
extension is not answered within the number of rings, the call is
released to the phone system.
SETTING UP DEFAULT TRANSFER OPTIONS
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NOTE: On Release and Wait for Ringback, the caller cannot leave a
message unless the phone system transfers the call using call for-
ward to personal greeting. When either of these transfer types are
selected the transfer and screening options are unavailable.
Wait for rings Accepts the number of times the extension rings before
the call is transferred. This applies only if the call transfer type is
Await Answer or Wait for ring back. You must specify a mini-
mum of three rings. If the station is set to call forward on no
answer, it must be set to forward after two more rings than the
number entered in this field.
Allow holding Specifies whether callers can hold if the line is busy. This
option affects the voice messaging system only, not the phone
system. The callers choose to hold, leave a message, or try another
extension.
Use VOX holding Callers can choose to hold by speaking rather than by
entering a digit.
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Setting up default
call screening,
greeting and call
routing
On the Subscriber Template> Call Transfer, Greetings, One-Key Dialing
and Messages pages, you can set additional default transfer and call
screening options, change the active personal greeting, and set addi-
tional message-taking options.
Call screening options
You set up additional call screening options for subscribers by select-
ing the appropriate options on the Call Transfer page, in the Trans-
fer/Screening Options group. The options are described below.
Subscriber greeting options
You can activate or deactivate the busy greeting. When the busy greet-
ing is activated and a caller is transferred to the busy extension, the
voice messaging system plays a greeting (either the subscribers
recorded greeting or a voice messaging system prompt) telling the
caller that the extension is busy.
Call routing options
On Subscriber Template> Greetings page, you can set up the default
transfer-greeting action sequence for new subscribers. In addition,
from the Subscriber Template> One-Key Dialing page, you can set up
one-key dialing. One-key dialing lets a caller press a single key during
the greeting to choose where the call is routed.
To set up call screening
1 Go to Subscriber Template> Call Transfer.
2 Enable Call Transfer.
3 Do one of the following:
Select Transfer to subscribers extension to enable the trans-
fer of calls to the subscribers extension.
Select Transfer to to transfer calls to a number other than the
subscribers extension. Type the desired number into the adja-
cent text box.
4 Set the Transfer type to Await Answer.
5 Select the number of rings you want the extension to ring before
the call is transferred. You must specify at least three rings.
SETTING UP DEFAULT CALL SCREENING, GREETING AND CALL ROUTING
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6 Click the icon to save.
7 In the Transfer/Screening Options area, select either Use trans-
fer or Use screening. Set the applicable options for your selec-
tion. Set the applicable transfer options in the Use Transfer and
select Use Transfer to prevent a subscriber from controlling
screening options. Or, to allow a subscriber to change screening
options by phone, select Use Screening.
8 Click the icon to save.
Use transfer/Use screening Specifies whether the system is using the
call transfer options or the screening options. The options for
both are the same.
Gather phone number Asks callers to provide a phone number before
routing the call.
Gather account number Asks callers to provide their account number
before routing the call.
Announce transfer Generates a beep before connecting the caller. With
most phone systems, this option lets the subscribers know exactly
when the call is connected, or that the call is from an external
caller.
SETTING UP DEFAULT CALL SCREENING, GREETING AND CALL ROUTING
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Confirm before transfer Before the system transfers the call, the sub-
scriber can choose whether to take the call. If the subscriber does
not take the call, the system plays the appropriate greeting and
takes the action specified in the After Greeting group on the
Greetings page.
Introduce caller The subscriber hears Call for <subscribers name>
before being connected to the caller. Use this option when more
than one subscriber uses the same phone.
Record callers name Asks callers to record their name. Before the call is
transferred, the subscriber hears Call from <callers name>. If
the subscriber rejects the call or is not available, the recorded
name is not saved.
Record and save callers name Asks callers to record their name. Before
the call is transferred, the subscriber hears Call from <callers
name>. If the subscriber rejects the call or is not available, and
the caller leaves a message, the callers recorded name plays at the
beginning of the message. If the caller does not record a message,
the subscriber receives the callers recorded name alone as the
message.
To activate the busy greeting
1 Go to Subscriber Template> Greetings.
2 Select the Enable busy greeting check box.
3 Click the icon to save.
Enable busy greeting Stores the recording for the greeting that plays
when the subscribers extension is busy. If the subscriber has no
standard greeting recorded and the Enable busy greeting field is
not selected, callers hear <Subscribers name> is on the phone.
SETTING UP DEFAULT CALL SCREENING, GREETING AND CALL ROUTING
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To set up other action settings after the greeting is played
1 Go to Subscriber Template> Greetings.
2 In the After greeting group, select the desired action.
3 Click the icon to save.
Take a message Records a message for the owner of the voice mailbox.
Take a message for group Records a message for the specified group.
Route to operator Routes the caller to the operator box.
Route to Routes the call to another system ID. If you choose this
option, type an ID in the field immediately to the right.
Hang up Disconnects without saying good-bye.
Say bye Plays a prompt asking whether the caller needs further assis-
tance, pauses, says good-bye, and then disconnects.
Restart Returns the caller to the opening greeting box.
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Setting up default
one-key dialing
One-key dialing lets callers go to a particular location within the voice
messaging system by pressing one key. For example, you can quickly
route callers to directory assistance, subscribers extensions, transac-
tion boxes, voice detect boxes, language select boxes, or interview
boxes. When a caller presses a key that has a one-key dialing option
set, the voice messaging system immediately acts on that key. In the
event that the one-key dialing conflicts with an extension ID, you can
specify an amount of time (in seconds) for the system to pause and
wait for the caller to enter additional keys.
One-key dialing is used with the language select box, opening greeting
box, transaction box, and directory menus. From the One-Key Dialing
page, you can program a menu one-key dialing options.
To set up one-key dialing
1 Go to Subscriber Template> One-Key Dialing.
2 In the One-key dialing fields, type the system IDs for the keys
you want to use.
3 In the One-key delay field, type 1 or 2. This creates a 1- or 2-sec-
ond pause that allows callers to bypass the one-key options and
enter system IDs.
4 Click the icon to save.
5 Go to Subscriber Template> Greetings.
6 Select the appropriate After greeting action, then click the icon
to save.
NOTE: The subscriber must rerecord the greeting to describe the menu
of options to callers.
SETTING UP DEFAULT ONE-KEY DIALING
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One-key dialing Accepts a system ID to route callers to when they press
a key. The voice messaging system listens for one-key dialing
entries during the greeting and during the good-bye prompt.
One-key delay Accepts the number of seconds the voice messaging sys-
tem waits before acting on the key press.
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Setting up default
message
notification
The voice messaging system can notify subscribers that new messages
are waiting. On the Subscriber Template> Messages and Notification
pages you control the default message delivery and notification set-
tings.
Message indication
The voice messaging system indicates when messages are waiting by
an indication light on the phone, a distinctive dial tone (such as a stut-
ter tone), or a message display that alerts the subscriber. The method
available depends on the phone system.
Message delivery
With message delivery, the voice messaging system calls a subscriber
and announces that messages are waiting. On the Subscriber Tem-
plate> Notification page, you specify the default work number that the
system automatically dials to notify a subscriber of waiting messages.
You also specify the frequency of these calls and whether the system
notifies the subscriber of all messages or only urgent messages.
To activate message waiting indication
1 Go to Subscriber Template> Messages.
2 Select the Enable Message Waiting Indication (MWI) check box.
3 Select either the subscribers extension ID, or type a different
extension in the field below.
4 Click the icon to save.
SETTING UP DEFAULT MESSAGE NOTIFICATION
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Enable Message Waiting Indication (MWI) Select this check box to acti-
vate message waiting indication.
At subscriber's extension The voice messaging system uses the sub-
scriber's extension for message waiting indication.
At extension: Accepts the extension where the subscriber receives mes-
sage waiting indication.
To activate message delivery
1 Go to Subscriber Template> Notification.
2 In the list box, choose the phone type.
3 Select either At subscribers extension or Other number. If you
select Other number, type the extension the voice messaging
system will call to deliver messages.
4 In the Wait minutes before the first delivery attempt field,
type the number of minutes the system waits before making the
first delivery attempt.
5 In the Schedule group, select the hours for this notification sched-
ule.
6 Select the days when this notification schedule is applicable.
7 In the Wait rings before failing the attempt field, type the
number of rings that the system waits for an answer when
attempting to deliver the message.
SETTING UP DEFAULT MESSAGE NOTIFICATION
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8 In the If delivery attempt failed, wait minutes before retrying
field, type the number of minutes that the system waits after an
unsuccessful message delivery before trying again.
9 In the Method area, specify the message delivery method.
10 Click the icon to save.
11 To activate message delivery for the Home Phone, Pager Phone or
Spare Phone, choose the phone type from the list box at the top of
the Notification page, and repeat steps 3 through 10.
Devices and Phone Number
Work phone Accepts the work phone extension to dial.
Home phone Accepts the home phone number to dial.
Pager phone Accepts a pager phone number to dial.
Spare phone Accepts any phone number to dial.
Fax phone Accepts the fax phone number to dial.
Wait minutes before the first delivery attempt Accepts the number of
minutes between the arrival of a new message and the first
attempt to deliver it. Use this setting to assign priorities to each
message delivery phone number. For example, if you type 0
(zero) for Work Phone and 60 for Home Phone, for the first 60
minutes the voice messaging system tries to deliver new messages
only to the Work Phone. After 60 minutes, it tries to deliver new
messages to both phones.
SETTING UP DEFAULT MESSAGE NOTIFICATION
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Schedule (time interval and days) Accepts the hours and days when this
phone number is used for message delivery. When two delivery
schedules overlap, the voice messaging system delivers the mes-
sages to both phones.
Wait rings before failing the attempt Accepts the number of rings that
the voice messaging system waits for an answer when attempting
message delivery to the phone number.
If delivery attempt failed, wait: minutes before retrying Accepts the num-
ber of minutes that the voice messaging system waits after an
unsuccessful message delivery attempt before retrying the mes-
sage delivery number. An attempt is unsuccessful when the deliv-
ery number is busy, unanswered, answered by a person who does
not enter a personal ID, or answered by an answering machine.
Method Accepts one of the following message delivery methods:
Each Starts message delivery as soon as each new message
arrives, and repeats delivery each time a new message arrives.
There is no delivery delay available with this method.
Urgent Starts message delivery only when a new urgent message
arrives, and repeats delivery each time a new urgent message
arrives.
Batch When a new message arrives, the voice messaging system
waits the specified delivery interval before making an attempt
to notify the subscriber. With this method, the system delivers
messages no more frequently than the interval scheduled.
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Setting up default
fax delivery
notification options
The voice messaging system can notify subscribers of new faxes and
deliver a fax message to a specific fax machine at a scheduled time.
You specify fax notification settings on the Subscriber Template> Noti-
fication page. You can specify notification schedule information for a
home phone, pager, and spare phone. However, it is recommended
that you specify this information on the individual pages for each sub-
scriber.
To set up additional notification options
1 Go to Subscriber Template> Notification.
2 Select Fax Phone from the device list and enable it.
3 Type the extension for the fax machine that the system dials to
deliver a fax message, or select the subscriber's extension.
4 In the Wait minutes before the first delivery attempt field,
type the number of minutes the system waits before delivering a
fax message after it arrives.
5 In the Schedule group, select the hours and days for this delivery
schedule.
6 In the If delivery attempt failed, wait minutes before retrying
field, type the number of minutes the system waits before retrying
a fax delivery number.
7 In the Method area, specify the fax delivery method.
SETTING UP DEFAULT FAX DELIVERY NOTIFICATION OPTIONS
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Enable Turns on/off message delivery.
At (subscriber's) extension When selected, sets the system to dial the
subscribers extension to notify the subscriber of a new fax.
Other number Accepts the extension or phone number to dial to
notify the subscriber of a new fax if the subscribers extension is
not selected. Use only DTMF digits and acceptable special char-
acters for phone numbers.
Wait n minutes before the first delivery attempt Accepts the number of
minutes between the arrival of a fax message and the first attempt
to deliver it.
Schedule Accepts the hours and days when this phone number is used
for message delivery. When two delivery schedules overlap, the
voice messaging system delivers the messages to both phones.
Wait n rings before failing the attempt Accepts the number of rings that
the voice messaging system waits for an answer when attempting
message delivery to the phone number.
If delivery attempt failed, wait n minutes before retrying Accepts the num-
ber of minutes the voice messaging system waits after an unsuc-
cessful message delivery attempt before retrying the message
delivery number. An attempt is unsuccessful when the delivery
number is busy, unanswered, answered by a person who does not
enter a personal ID, or answered by an answering machine.
Method Accepts one of the following message delivery methods:
SETTING UP DEFAULT FAX DELIVERY NOTIFICATION OPTIONS
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Each Starts message delivery as soon as each new message
arrives, and repeats delivery each time a new message arrives.
There is no delivery delay with this method.
Urgent Starts message delivery only when a new, urgent message
arrives, and repeats delivery each time a new, urgent message
arrives.
Batch When a new message arrives, the voice messaging system
waits the specified delivery interval before making an attempt
to notify the subscriber. The system delivers messages no more
frequently than the interval scheduled.
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Setting up default
live record options
Live record, available with certain DTMF (dual-tone multi-frequency)
phone system integrations and ViewMail or ViewMail for Microsoft
Messaging, gives subscribers the option of recording phone conversa-
tions. A subscriber can keep this recording for later reference or redi-
rect it to another subscriber or group of subscribers.
For example, a receptionist can record phone conversations and direct
them to appropriate subscribers. Local laws may require a periodic
beep while a conversation is being recorded. The phone system pro-
vides this beep.
CAUTION: The use of monitoring, recording, or listening devices to
eavesdrop, monitor, retrieve, or record phone conversations or other
sound activities, whether or not contemporaneous with transmission,
may be illegal in certain circumstances under federal or state laws.
Legal advice should be sought prior to implementing any practice that
monitors or records any phone conversation. Some federal and state
laws require some form of notification to all parties to a phone conver-
sation, such as using a beep tone or other notification methods or
requiring the consent of all parties to the phone conversation, prior to
monitoring or recording the phone conversation. Some of these laws
incorporate strict penalties.
If you are using DTMF live record over the phone without ViewMail,
the phone system administrator programs the phone system to enable
live record on subscribers phones. Subscribers begin their live record
session by using a programmed button on their phone, and stop
recording by hanging up or by pressing any touchtone. The recording
is stored in the subscribers voice mailbox.
With ViewMail installed, subscribers have additional options for man-
aging their live record sessions. As system manager, using the Live
Record page, you can enable or disable live record for each subscriber,
specify the maximum length of a recording, and specify the extensions
an individual subscriber can use for recording. If a subscriber can
record at more than one extension, the list of extensions appears as a
selection box when the subscriber begins a recording.
NOTES
In the Live Record Extensions for ViewMail area, you can type a
range of numbers if you want the subscriber to be able to record at
several sequentially numbered extensions. For example, type
201-211.
When a live record conversation is initiated from a redirected
extension, the system sends the recorded conversation to the mail-
box of the called extension, rather than the redirected extension.
SETTING UP DEFAULT LIVE RECORD OPTIONS
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To set up live record
1 Go to Subscriber Template> Live Record.
2 Select the Enable live record check box.
3 In the Maximum record time field, type the maximum recording
time in seconds.
4 In the Live Record Extensions for View-Mail group, select On
subscriber's extension, or specify a range of extensions.
Enable live record Activates call recording. Guests cannot record calls.
Maximum record time Accepts the maximum length, in seconds, of a
live record session. The maximum value is 6000 seconds. When a
live record session reaches the maximum record time, the sub-
scriber hears three short beeps.
Live record extensions for ViewMail Accepts the extensions a subscriber
can use to record calls. To allow subscribers to record calls on
their own extensions, select On subscriber's extension or type a
range of extensions, such as 201-211.
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Setting up default
fax options
With the optional ActiveFax