Lucent Technologies Telephone Comcode 108239393 User Manual

PassageWay^®Telephony Manager R2.0

for DEFINITY^®Enterprise

Communications Server

Getting Started

560-201-109

Comcode 108239393

Issue 2

July 1998

Download from Www.Somanuals.com. All Manuals Search And Download.

Ordering Information

Call:

Lucent Technologies BCS Publications Center

Voice 1 800 457-1235

Fax 1 800 457-1764

International Voice 317 322-6791

International Fax 317 322-6699

Write:

Lucent Technologies BCS Publications Center

2855 North Franklin Road

Indianapolis, IN 46219

Order: Document No. 560-201-109

Comcode 108239393

Issue 2, July 1998

Fraud Intervention

If you suspect you are being victimized by toll fraud and you need technical support or

assistance, call the Lucent Technologies National Customer Care Center at 1 800 643-2353.

To Get Help

If you have any questions about or problems with Telephony Manager that this Getting Started

guide does not resolve, call the Lucent Technologies National Customer Care Center at

1 800 242-2121 or your local Authorized Dealer.

Home Page

The home page for Lucent Technologies is http://www.lucent.com To get more information about

PassageWay products, be sure to check the PassageWay home page at

http://www.lucent.com/passageway

Download from Www.Somanuals.com. All Manuals Search And Download.

Contents

Introduction

What is PassageWay Telephony Manager?

1-1

1-4

1-5

1-6

1-7

1-8

Support for TAPI

New Features in Release 2.0

About This Guide

User Responsibilities

Online Help

Conventions Used in This Guide

Getting Help

Installing and Configuring

Telephony Manager

Overview

2-1

New Telephony Manager Users

2-1

2-4

2-6

Upgrading from Telephony Manager Release 1

PassageWay Telephony Manager Components

PassageWay Telephony Manager Requirements

Installing and Configuring the PassageWay

Service Provider

2-11

2-66

2-70

2-74

Installing the Telephony Manager Software

Starting Telephony Manager

Configuring the Dialing Information

iii

Download from Www.Somanuals.com. All Manuals Search And Download.

Contents

Configuring Telephony Manager and Phonebook

Options

2-78

2-83

2-84

Removing the PassageWay Service Provider

Removing Telephony Manager

Using the Telephony Manager Applications

Overview

3-1

3-2

3-4

3-6

3-8

3-11

3-13

Using Telephony Manager

Using Phonebook

Using Log Manager

Using Anywhere Dialer

Using Script Editor

Using Auto-Task Manager

Troubleshooting

Overview

4-1

4-2

Troubleshooting Telephony Manager

General Troubleshooting for the PassageWay

Service Provider

4-13

4-21

4-23

PassageWay Adapter LEDs

Troubleshooting Connect

Download from Www.Somanuals.com. All Manuals Search And Download.

Contents

PC Serial Ports

Overview

A-1

A-2

Background

Workarounds and Solutions to the IRQ Conflict

Problem

A-7

Selecting an Add-On Serial Port Card

A-10

Changing the Settings for the 8411 Telephone B-1

Overview

B-1

Programming Procedure

B-5

PassageWay Service Provider Planning Form

Overview

C-1

Index

IN-1

Download from Www.Somanuals.com. All Manuals Search And Download.

Figures

Installing and Configuring

Telephony Manager

2-1

2-1. PassageWay Adapter Installed with a Local

Power Supply

2-21

2-2. PassageWay Adapter Installed with

Telephone Closet Power

2-22

2-27

2-3. Find PassageWay Phone Dialog Box

2-4. Sample PassageWay Configurator - COM Port

Dialog Box

2-29

2-30

2-32

2-34

2-40

2-43

2-50

2-5. Telephone Models Dialog Box

2-6. Sample Telephone Options Dialog Box

2-7. Sample Phone Line Information Dialog Box

2-8. Sample Feature Buttons Dialog Box

2-9. Feature Access Codes Dialog Box

2-10. Sample Advanced Options Dialog Box

2-11. Sample Phone Line Information Dialog Box

for a 6408D Telephone

2-52

2-57

2-60

2-71

2-75

2-76

2-79

2-12. Sample Feature Buttons Dialog Box

2-13. Feature Access Codes Dialog Box

2-14. Number of Calls Dialog Box

2-15. Sample Telephony Properties Dialog Box

2-16. Sample Dialing Properties Dialog Box

2-17. Preferences Dialog Box

Using the Telephony Manager Applications

3-1. Anywhere Dialer Icon in the System Tray

3-1

3-8

vii

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

Contents

What is PassageWay Telephony Manager?

1-1

Support for TAPI

1-4

1-5

1-6

1-7

1-8

New Features in Release 2.0

About This Guide

User Responsibilities

Online Help

Conventions Used in This Guide

Getting Help

1-i

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

What is PassageWay Telephony

Manager?

PassageWay^®Telephony Manager is a set of computer telephony

integration (CTI) applications enabling you to control telephone calls (both

incoming and outgoing) directly from your IBM^®-compatible personal

computer (PC). These applications run with Microsoft^®Windows^®95,

Microsoft Windows NT™ Workstation 4.0 or later, and Microsoft Windows NT

Server 4.0 or later, and provide you with an interface between your PC and

your company's DEFINITY^®Communications System via your telephone.

PassageWay Telephony Manager increases your telecommunications

capabilities by providing the following applications:

Telephony Manager

Telephony Manager is an application that enables you to control

telephone calls (both incoming and outgoing) directly from your PC.

From the Telephony Manager window, you can:

make calls

answer calls

view the calling/called party information for each call (referred to as

caller ID in this guide), if available

1-1

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

take notes during calls

place calls on hold

hang up calls

transfer calls

set up and manage conference calls

program speed dial buttons

program and invoke system feature buttons

Phonebook

Phonebook is a card file application that enables you to maintain

names, addresses, telephone numbers, and other information you

need. You can place calls directly from Phonebook "cards," and you

can set Telephony Manager to match the telephone numbers of

incoming calls with entries in Phonebook. If the telephone number

matches an entry in Phonebook, Telephony Manager displays the

name of the caller, enabling you to know who is calling before you

answer your telephone.

Phonebook can also open and use directories that were created with

INTUITY™ Message Manager Phonebook.

Log Manager

Log Manager is an application that enables you to access information

from the call log, which stores a record of every call you make and

receive while Telephony Manager is running. Using Log Manager, you

can review and edit notes you took during calls via Telephony Manager

and place calls directly from the call records.

1-2

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

Script Editor

Script Editor is an application that enables you to automate routine

tasks by recording scripts that you can run with Telephony Manager.

Scripts are user-defined tasks (such as, running a program, redirecting

a call, or performing a set of actions). For example, using Script Editor,

you can program automatic “screen pops,” where your database

application searches your files to find a match with the information for

the incoming call (such as the caller ID number or caller ID name)

automatically. If a match is found, the record containing the matching

information in your database application is displayed without you

having to perform any actions. You can use these scripts with Auto-

Task Manager and Telephony Manager Function buttons.

Auto-Task Manager

Auto-Task Manager is an application that enables you to specify

criteria (for example, incoming call or outgoing call, calling party

number, calling party name, called party number, called party name, or

call prompting digits) that will “trigger” scripts to run automatically. For

example, suppose you wanted to have certain incoming calls directed

to another extension. Using Auto-Task Manager, you could specify the

calls using the person’s name or phone number, and then set those

calls to trigger a “redirect” task.

Anywhere Dialer

Anywhere Dialer is an application that enables you to dial telephone

numbers from any Windows application via Telephony Manager.

1-3

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

Support for TAPI

Telephony Manager runs with the Microsoft Windows Telephony Application

Programming Interface (TAPI). To be used with a DEFINITY system,

Telephony Manager requires the PassageWay Service Provider software,

which is a device driver that enables TAPI-compliant applications

(such as Telephony Manager) to communicate with your DEFINITY telephone.

Telephony Manager also supports the Unimodem and Unimodem V service

providers, enabling you to use Telephony Manager on a laptop PC when you

are away from the office (that is, not connected to your DEFINITY telephone).

New Features in Release 2.0

Telephony Manager Release 2.0 provides the following new features:

the Auto-Task Manager application

the Script Editor application

the Anywhere Dialer application

the ability to program the following features to Function buttons in

Telephony Manager:

Auto Call Back

Call Answer Back

Call Park

Call Pickup

Redirect

You can also associate scripts that you created with Script Editor.

the ability to use Telephony Manager with a modem instead of a

DEFINITY telephone, enabling you to use Telephony Manager on a

laptop PC when you are away from the office (that is, not connected to

a DEFINITY system)

1-4

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

About This Guide

Chapter 1 - Introduction

This chapter describes the structure and content of this guide. This

chapter also provides a brief introduction to Telephony Manager.

Chapter 2 - Installing and Configuring Telephony Manager

This chapter describes how to install and configure the PassageWay

Telephony Manager software and the PassageWay Service Provider

software.

Chapter 3 - Using the Telephony Manager Applications

This chapter describes how to start the Telephony Manager,

Phonebook, Log Manager, Auto-Task Manager, Script Editor, and

Anywhere Dialer applications.

Chapter 4 - Troubleshooting

This chapter provides information about possible error conditions and

how to respond to them when you install, start, and use PassageWay

Telephony Manager.

Appendix A - PC Serial Ports

This appendix provides detailed information about PC serial ports.

Appendix B - Changing the Settings for the 8411 Telephone

This appendix provides the procedures and commands for changing

or viewing options on the 8411 telephone.

Appendix C - PassageWay Service Provider Planning Form

This appendix provides a planning form to help you configure the

PassageWay Service Provider.

Index

The index provides a quick way of locating information within this

guide.

1-5

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

User Responsibilities

Before using the PassageWay Telephony Manager applications, you should

be familiar with basic Windows functions and procedures. If not, consult your

Microsoft Windows User's Guide.

You also may need to contact your PC vendor for information on configuring

your PC to meet PassageWay Telephony Manager requirements.

Online Help

To access procedures on how to use the Telephony Manager applications,

consult the online help for each application. You can access the online help

for an application by pressing the F1 key on your keyboard or choosing

Contents from the Help menu.

1-6

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

Conventions Used in This Guide

The following conventions are used in this guide:

Commands and text you should enter appear in this style of

type.

Values, instructions, and prompts that appear on the screen are in

this style of type.

Components of dialog boxes (such as boxes) appear in this style of

type.

Key names that are always located on the keyboard in the same place

appear in all capital letters (for example, ENTER).

Key combinations (holding down one key while pressing another key)

are connected with a "+" (for example, SHIFT+TAB).

Only active windows are displayed.

The terms option buttons and radio buttons refer to the same object.

Throughout this guide, the term DEFINITY refers to all versions of the

following systems:

DEFINITY ECS

DEFINITY ProLogix Solutions

DEFINITY G1, G2, and G3

System 75

System 85

1-7

Download from Www.Somanuals.com. All Manuals Search And Download.

Introduction

Getting Help

If you have questions about or problems with PassageWay Telephony

Manager applications that this guide or the online help does not resolve, call

the Lucent Technologies National Customer Care Center at 1 800 242-2121 or

your local Authorized Dealer.

1-8

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring

Telephony Manager

Contents

Overview

2-1

New Telephony Manager Users

2-1

2-4

2-6

2-11

Upgrading from Telephony Manager

Release 1

PassageWay Telephony Manager

Components

PassageWay Telephony Manager

Requirements

Installing and Configuring the PassageWay

Service Provider

Before You Begin

2-12

2-16

Connecting Your 8411 Telephone to Your PC

Connecting Your Callmaster VI Telephone to

Your PC

2-17

2-18

Installing the PassageWay Adapter

Install the PassageWay Adapter with a Local

Power Supply

2-19

2-22

Install the PassageWay Adapter with Telephone

Closet Power

2-i

Download from Www.Somanuals.com. All Manuals Search And Download.

Contents

Installing the PassageWay Service Provider

Software

2-24

Configuring 7400 Series, 8400 Series, and

Callmaster Telephones

2-32

2-50

Configuring 6400 Series Telephones

Installing the Telephony Manager Software

Starting Telephony Manager

2-66

2-70

2-74

Configuring the Dialing Information

Configuring Telephony Manager and

Phonebook Options

2-78

2-83

2-84

Removing the PassageWay Service Provider

Removing Telephony Manager

2-ii

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring

Telephony Manager

Overview

This chapter provides the procedures for installing and configuring

PassageWay Telephony Manager and the PassageWay Service Provider.

The information you must follow in this chapter depends on whether you have

an earlier version of Telephony Manager installed on your PC.

New Telephony Manager Users

This section applies to new Telephony Manager users. If you have an existing

version of Telephony Manager, proceed to the next section, “Upgrading from

Telephony Manager Release 1.”

If you are a new Telephony Manager user, perform the following steps:

1. Read the section “PassageWay Telephony Manager Components” on

page 2-6 to make sure that you have all of the Telephony Manager

components.

2. Read the section “PassageWay Telephony Manager Requirements”

on page 2-6 to make sure that you have the required hardware and

software to run Telephony Manager.

2-1

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

3. Install and configure the PassageWay Service Provider by performing

the procedures in the section “Installing and Configuring the

PassageWay Service Provider” on page 2-11.

NOTE:

If you will not use Telephony Manager with a DEFINITY system,

you can skip Step 3. The PassageWay Service Provider is

required to use Telephony Manager with a DEFINITY system.

To install and configure the PassageWay Service Provider, you must

perform the following procedures:

a. Read the section “Before You Begin” on page 2-12 to make sure

you have the necessary information to set up and configure the

PassageWay Service Provider.

b. Connect your 8411 telephone, Callmaster VI telephone, or

PassageWay adapter to your PC:

If you have an 8411 telephone, perform the procedures in the

section “Connecting Your 8411 Telephone to Your PC” on

page 2-16.

If you have a Callmaster VI telephone, perform the procedures in

the section “Connecting Your Callmaster VI Telephone to Your

PC” on page 2-17.

If your telephone is not an 8411 or a Callmaster VI, perform the

procedures in the section “Installing the PassageWay Adapter” on

page 2-18.

c. Install the PassageWay Service Provider software by performing the

procedures in the section “Installing the PassageWay Service

Provider Software” on page 2-24.

4. Install Telephony Manager by performing the procedures in the

section “Installing the Telephony Manager Software” on page 2-66.

2-2

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

5. Start Telephony Manager by performing the procedures in the section

“Starting Telephony Manager” on page 2-70.

6. Configure the dialing information for Telephony Manager by

performing the procedures in the section “Configuring the Dialing

Information” on page 2-74.

7. Configure how Telephony Manager and Phonebook will operate by

performing the procedures in the section “Configuring Telephony

Manager and Phonebook Options” on page 2-78.

2-3

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Upgrading from Telephony

Manager Release 1

This section applies to users who have Telephony Manager Release 1. If you

have do not have Telephony Manager Release 1 installed, refer to the

previous section, “New Telephony Manager Users.”

If you have Telephony Manager Release 1 installed on your PC, perform the

following steps:

1. Read the section “PassageWay Telephony Manager Components” on

page 2-6 to make sure that you have all of the Telephony Manager

components.

2. Read the section “PassageWay Telephony Manager Requirements”

on page 2-6 to make sure that you have the required hardware and

software to run Telephony Manager.

3. Uninstall your existing version of the PassageWay Service Provider

software. Refer to the section “Removing the PassageWay Service

Provider” on page 2-83 for more information.

4. Uninstall your existing version of Telephony Manager (Release 1).

Refer to the section “Removing Telephony Manager” on page 2-84 for

more information. When you run the uninstall procedure, your existing

Phonebook and Log Manager data files are not deleted. You can then

use these files with the Phonebook and Log Manager applications in

Release 2 of Telephony Manager.

2-4

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

5. Install and configure the new PassageWay Service Provider software

by performing the procedures in the section “Installing and

Configuring the PassageWay Service Provider” on page 2-11 in this

chapter.

To install and configure the PassageWay Service Provider, you must

perform the following procedures:

a. Read the section “Before You Begin” on page 2-12 to make sure

you have the necessary information to set up and configure the

PassageWay Service Provider.

b. Install the PassageWay Service Provider software by performing the

procedures in the section “Installing the PassageWay Service

Provider Software” on page 2-24.

6. Install Telephony Manager by performing the procedures in the

section “Installing the Telephony Manager Software” on page 2-66 in

this chapter.

7. Start Telephony Manager by performing the procedures in the section

“Starting Telephony Manager” on page 2-70 in this chapter.

8. Configure how Telephony Manager and Phonebook will operate by

performing the procedures in the section “Configuring Telephony

Manager and Phonebook Options” on page 2-78 in this chapter.

2-5

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

PassageWay Telephony Manager

Components

Telephony Manager consists of the following components:

a CD-ROM

NOTE:

If you require 3-1/2” diskettes, please contact the PassageWay

Fulfillment Center at 860 434-3961 and request the diskette

version of software for Telephony Manager R2.

this guide (A PDF version of this guide is located in the Getting

Started Guidedirectory on the CD-ROM. Consult the Readme file in

this directory for more information.)

PassageWay Telephony Manager

Requirements

Telephony Manager requires the hardware and software listed below. Note

that system performance may be adversely affected by lower system speeds

and lower memory capacities.

an IBM PC-compatible or PS/2®-compatible PC with the following

hardware:

an 80486/66DX or higher processor

an available serial port

a minimum of 16 MB of RAM

a 3.5-inch, 1.44-MB, high-density diskette drive or CD-ROM drive

a hard disk with at least 25 MB of space available

a VGA or better monitor

2-6

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

a Windows-compatible pointing device (a mouse or trackball is

recommended)

NOTE:

If you want to use Telephony Manager with your DEFINITY

telephone, you must have an available serial port in your PC that

is dedicated to the PassageWay Service Provider. The

PassageWay Service Provider cannot share a serial port with

other devices.

If all the serial ports in your PC are already in use, you must

purchase an additional serial port or free up an existing serial

port to use with the PassageWay Service Provider. Consult

Appendix A for more information on choosing a suitable serial

port for the PassageWay Service Provider.

Microsoft Windows 95, Microsoft Windows NT Server 4.0 or later, or

Microsoft Windows NT Workstation 4.0 or later

NOTE:

Only English (United States) is supported.

The PassageWay Service Provider is required to use Telephony

Manager or another TAPI application with your DEFINITY telephone. If

you want to use Telephony Manager with a modem, you will need the

Unimodem service provider or Unimodem V service provider. The

Unimodem service provider should be present on your PC. However, if

you never used your modem, you will be prompted to configure the

Unimodem service provider.

NOTE:

You should install and configure the service provider(s) before

installing PassageWay Telephony Manager. This document

describes how to install and configure the PassageWay Service

Provider.

2-7

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

any of the following telephones if you want to use Telephony Manager

with a DEFINITY system:

6400 Series telephones

7400 Series telephones

8400 Series telephones

Callmaster^®Series telephones

NOTE:

A complete list of all the telephones supported by the

PassageWay Service Provider is provided in the PassageWay

Service Provider software (also known as the “PassageWay

Configurator”).

For caller ID capabilities, your telephone must have:

a display. However, you can use a non-display telephone for caller

ID capabilities if your company’s DEFINITY System Manager

administers your extension as a display telephone. Consult your

DEFINITY System Manager.

an Inspect button and a Normal button programmed. The Inspect

button is a display feature button that shows you call-related

information for an incoming call when you are already active on a

call. The Normal button is a display feature button that clears the

information displayed by the Inspect button. The Normal button is

not required if you have an 8411 telephone.

2-8

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you are using an 8411 telephone or Callmaster VI telephone, you may

need one of three serial cables (a 9-pin to 25-pin cable, a 25-pin to 25-

pin cable, or a 9-pin to 9-pin cable). The serial cable connects the

8411 telephone or Callmaster VI telephone to the serial port on your

PC. If you have an 8411 telephone, use the 9-pin to 25-pin cable if your

PC has a 9-pin serial port or the 25-pin to 25-pin cable if your PC has a

25-pin serial port. If you have a Callmaster VI telephone, use the 9-pin

to 25-pin cable if your PC has a 25-pin serial port or the 9-pin to 9-pin

cable if your PC has a 9-pin serial port.

If you are using a telephone other than an 8411 or Callmaster VI, you

will need the following items:

the PassageWay adapter

The PassageWay adapter provides an interface between your

telephone and an available serial (COM) port on your PC by

connecting to the following objects:

the line jack on your telephone

the wall jack in your office

the serial port on your PC

one of two serial cables (a 9-pin to 9-pin cable or a 9-pin to 25-pin

cable)

The serial cable connects the PassageWay adapter to the serial port

on your PC. Use the 9-pin to 9-pin cable if your PC has a 9-pin serial

port. Use the 9-pin to 25-pin cable if your PC has a 25-pin serial

port.

a 7-foot, 4-pair, modular phone cord (D8W)

This modular phone cord connects the PassageWay adapter to your

telephone.

2-9

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

a local power supply, a D6AP cord, and a 400B or 400B2 adapter

The local power supply, D6AP cord, and 400B or 400B2 adapter

provide power for the PassageWay adapter if your telephone does

not have auxiliary power supplied from a power source in the wire

closet (telephone closet). Ask your company’s DEFINITY System

Manager if you have a question about whether you already have

auxiliary power to your telephone.

a telephone connected to a DEFINITY system that is configured and

operating properly (if you want to use Telephony Manager with a

DEFINITY system).

Telephony Manager operates with all versions of the following

DEFINITY systems:

DEFINITY ECS

DEFINITY ProLogix Solutions

DEFINITY Communications System G1, G2, and G3

System 75

System 85

NOTE:

Throughout this document, the term DEFINITY is used to refer to

all of the systems listed above.

2-10

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Installing and Configuring the

PassageWay Service Provider

This section describes how to install and configure the PassageWay Service

Provider. You must perform the procedures in this section if you want to use

Telephony Manager with a DEFINITY system. You should install the

PassageWay Service Provider before you install Telephony Manager.

The PassageWay Service Provider is a device driver that enables applications

that are compliant with the Microsoft Windows Telephony Application

Programming Interface (TAPI) (such as PassageWay Telephony Manager) to

communicate with your telephone and your company’s DEFINITY system. The

PassageWay Service Provider accepts the basic TAPI requests from your

TAPI-compliant application and translates these requests into instructions to

the PassageWay adapter (or “PassageWay link,” if your telephone has the

PassageWay adapter built in) to control your telephone and interact with your

company’s DEFINITY system.

2-11

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Before You Begin

This section describes the information that is required to install and configure

the PassageWay Service Provider.

If your company has a DEFINITY G3 V5 or later system, you can download

the configuration information for your telephone from the DEFINITY system

automatically. However, to use this feature, you must:

have a display telephone. However, you can use a non-display

telephone if your company’s DEFINITY System Manager administers

your extension as a display telephone. Consult your DEFINITY System

Manager. If you have a non-display telephone, you must also use the

Advanced button in the Telephone Options dialog box to specify that

your extension has display capabilities even though your telephone

does not have a display.

NOTE:

You cannot automatically download the configuration information

for your telephone if you have a 6402 telephone or a 6402D

telephone.

know the PASTE feature access code for your DEFINITY system. You

must contact your DEFINITY System Manager for this feature access

code.

have a Next feature button administered on your telephone, depending

on your type of telephone. If you have a 6400 Series telephone without

a display, a 7400 Series telephone, an 8400 Series telephone, or a

Callmaster telephone other than a Callmaster VI, you must have a Next

feature button administered on your telephone. However, if you have a

Callmaster VI telephone or a 6400 Series telephone with a display, you

do not need a Next feature button administered on your telephone.

2-12

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If your company’s DEFINITY system supports the PASTE feature, you only

need to know the following information to configure the PassageWay Service

Provider. (Use Appendix C to record this information.)

the type of telephone you have

the PASTE feature access code for your DEFINITY system

the location of the Next feature button administered on your telephone

if you have a 6400 Series telephone without a display, a 7400 Series

telephone, an 8400 Series telephone, or a Callmaster telephone other

than a Callmaster VI. If you have a Callmaster VI telephone or a 6400

Series telephone with a display, you do not need a Next feature button

administered on your telephone.

If your company’s DEFINITY system does not support the PASTE feature, you

must know the following information before installing the PassageWay Service

Provider:

the telephone number and type of call appearances on your telephone

(that is, primary, bridged, or monitored)

the location of call appearances on your telephone

the location of feature buttons on your telephone

NOTE:

If you have a 6400 Series telephone (other than a 6402 or

6402D), make sure your DEFINITY System Manager

programmed a Drop feature button on your telephone. Consult

your DEFINITY System Manager.

the access codes for the features you want to program on your

telephone. You can program the following features:

Auto Call Back On

Auto Call Back Off

Call Answer Back

2-13

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Call Park

Call Pickup

Forward Off

Forward On

Leave Word Calling

Leave Word Cancel

Priority

Send All Calls Off

Send All Calls On

Speed Call Program

NOTE:

Depending on your telephone, you may be unable to program

some of these features. Any features that are not supported by

your telephone will be disabled.

You can get these access codes from your DEFINITY System

Manager. If you need to modify any of this information at a later time,

use the PassageWay Configurator application.

whether your telephone has auxiliary power (either from the telephone

closet [wire closet] or from an auxiliary power supply). The

PassageWay adapter requires auxiliary power. You can obtain this

information from your System Manager.

NOTE:

The 8411 telephone requires auxiliary power. An auxiliary power

supply is provided with the 8411 telephone. Refer to your 8411

User’s Guide for more information.

2-14

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

the number of the COM port (for example, COM1, COM2, COM3,

COM4, etc.) to which you are connecting the serial cable from the 8411

telephone or the Callmaster VI telephone, or the PassageWay adapter

for all other telephones. (PassageWay supports up to COM9.) If you

are unable to determine the number of the COM port, you can set

PassageWay to determine the COM port for you when you install the

software.

the location of the Inspect button and Normal button on your telephone

(if an Inspect button and/or a Normal button is administered on your

telephone).

NOTE:

The 8411 telephone does not have a Normal button.

the location of the Next feature button on your telephone (if

administered on your telephone).

whether your telephone is administered as a display telephone (if you

have a non-display telephone).

2-15

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Connecting Your 8411 Telephone to Your PC

This section describes how to connect an 8411 telephone to your PC. Only

perform the steps in this section if you have an 8411 telephone. Otherwise,

see “Connecting Your Callmaster VI Telephone to Your PC” or “Installing the

PassageWay Adapter.”

The 9-pin to 25-pin serial cable connects your PC and your 8411 telephone,

enabling you to access the DEFINITY system from your PC. This cable has a

9-pin connector for 9-pin serial ports. If you have a 25-pin serial port on your

PC, use the 25-pin to 25-pin cable to connect your 8411 telephone to your

serial port.

To connect your telephone to your PC:

1. Turn off your PC.

2. Determine the type of serial port (9 pin or 25 pin) you have on your

PC. If you have a 9-pin serial port, you will use the 9-pin to 25-pin

serial cable. If you have a 25-pin serial port, you will used the 25-pin

to 25-pin serial cable.

3. Connect the 25-pin connector of the serial cable to the 25-pin

connector on the back of your 8411 telephone.

4. Connect the other end of the serial cable to the serial (COM) port on

your PC.

5. Turn on your PC.

Proceed to “Installing the PassageWay Service Provider Software.”

2-16

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Connecting Your Callmaster VI Telephone to

Your PC

This section describes how to connect a Callmaster VI telephone to your PC.

Only perform the steps in this section if you have a Callmaster VI telephone.

Otherwise, see “Connecting Your 8411 Telephone to Your PC” or “Installing

the PassageWay Adapter.”

The 9-pin to 9-pin serial cable connects your PC and your Callmaster VI

telephone, enabling you to access the DEFINITY system from your PC. This

cable has a 9-pin connector for 9-pin serial ports. If you have a 25-pin serial

port on your PC, use the 9-pin to 25-pin cable to connect your Callmaster VI

telephone to your serial port.

To connect your telephone to your PC:

1. Turn off your PC.

2. Determine the type of serial port (9 pin or 25 pin) you have on your

PC. If you have a 9-pin serial port, you will use the 9-pin to 9-pin serial

cable. If you have a 25-pin serial port, you will used the 9-pin to 25-

pin serial cable.

3. Connect the 9-pin connector of the serial cable to the 9-pin connector

on the back of your Callmaster VI telephone.

4. Connect the other end of the serial cable to the serial (COM) port on

your PC.

5. Turn on your PC.

Proceed to “Installing the PassageWay Service Provider Software.”

2-17

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Installing the PassageWay Adapter

This section describes how to connect the PassageWay adapter to your PC

and your telephone. Only perform the steps in this section if your

PassageWay adapter is not installed already or if you do not have an 8411

telephone or a Callmaster VI telephone. If you have an 8411 telephone, see

“Connecting Your 8411 Telephone to Your PC.” If you have a Callmaster VI

telephone, see “Connecting Your Callmaster VI Telephone to Your PC.”

The PassageWay adapter provides an interface between your PC and your

telephone, enabling you to access the DEFINITY system from your PC. The

PassageWay adapter has a 9-pin connector for 9-pin serial ports. If you have

a 25-pin serial port on your PC, use the 9-pin to 25-pin cable to connect the

PassageWay adapter to your serial port.

The PassageWay adapter requires auxiliary power. Before installing the

PassageWay adapter, consult your System Manager to determine whether

your telephone has auxiliary power. If your telephone does not have auxiliary

power, refer to “Install the PassageWay Adapter with a Local Power Supply.”

If your telephone has auxiliary power, refer to “Install the PassageWay

Adapter with Telephone Closet Power.”

NOTE:

Do not install the PassageWay adapter while you are active on a call.

2-18

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Install the PassageWay Adapter with a Local

Power Supply

Perform the following steps if your telephone requires a local power supply.

You will need the 400B or 400B2 adapter, D6AP cable, and power supply

provided. Refer to Figure 2-1 while installing the PassageWay adapter. The

numbers in Figure 2-1 indicate the procedure steps.

To install the PassageWay adapter with a local power supply:

1. Turn off your PC.

2. Unplug the line cord from the wall jack.

3. Connect the line cord to the jack labeled “Phone” on the PassageWay

adapter.

4. Place the 400B or 400B2 adapter into the wall jack.

5. Connect one end of the 7-foot, 4-pair, modular phone cord (D8W) to

the jack labeled “Line” on the PassageWay adapter.

6. Connect the other end of the 7-foot, 4-pair, modular phone cord

(D8W) to the Line jack on the 400B or 400B2 adapter.

7. Determine the type of serial port (9 pin or 25 pin) you have on your

PC. If you have a 9-pin serial port, you will use the 9-pin to 9-pin

cable. If you have a 25-pin serial port, you will use the 9-pin to 25-pin

cable.

8. Connect one end of the appropriate serial cable to the 9-pin

connector on the PassageWay adapter.

9. Connect the other end of the serial cable to the serial (COM) port on

your PC.

10. Connect the D6AP power line to the power supply.

11. Connect the other end of the D6AP power line to the Power jack on

the 400B or 400B2 adapter.

12. Plug the power supply into an AC electrical outlet.

2-19

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

13. Check the LED on the top of the PassageWay adapter.

If the red LED is “on,” proceed to Step 14.

If the red LED is “off,” proceed to the section “PassageWay Adapter

LEDs” in Chapter 4.

If the red LED is “blinking,” proceed to the section “PassageWay

Adapter LEDs” in Chapter 4.

14. Turn on your PC.

Proceed to “Installing the PassageWay Service Provider Software.”

2-20

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Phone

Line

9-pin to 9-pin cord or 9-pin to 25-pin

cord from adapter to PC serial port

(COM 1, 2, 3, etc.)

Step

Wall

Step

Figure 2-1. PassageWay Adapter Installed with a Local Power Supply

2-21

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Install the PassageWay Adapter with

Telephone Closet Power

Perform the following steps if your telephone has auxiliary power. Refer

to Figure 2-2 while installing the PassageWay adapter. The numbers in

Figure 2-2 indicate the procedure steps.

Phone

Line

9-pin to 9-pin cord or 9-pin to 25-pin cord

from adapter to PC serial port

(COM 1, 2, 3, etc.)

Step

Wall

Figure 2-2. PassageWay Adapter Installed with Telephone Closet Power

2-22

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

To install the PassageWay adapter with telephone closet power:

1. Turn off your PC.

2. Unplug the line cord from your telephone.

3. Connect the line cord to the jack labeled “Line” on the PassageWay

adapter.

4. Check the LED on the top of the PassageWay adapter.

If the red LED is “on,” proceed to Step 5.

If the red LED is “off,” proceed to the section “PassageWay Adapter

LEDs” in Chapter 4.

If the red LED is “blinking,” proceed to the section “PassageWay

Adapter LEDs” in Chapter 4.

5. Determine the type of serial port (9 pin or 25 pin) you have on your

PC. If you have a 9-pin serial port, you will use the 9-pin to 9-pin

cable. If you have a 25-pin serial port, you will use the 9-pin to 25-pin

cable.

6. Connect one end of the appropriate serial cable to the 9-pin

connector on the PassageWay adapter.

7. Connect the other end of the serial cable to the serial (COM) port on

your PC.

8. Connect one end of the 7-foot, 4-pair, modular phone cord (D8W) to

the jack labeled “Phone” on the PassageWay adapter.

9. Connect the other end of the 7-foot, 4-pair, modular phone cord

(D8W) to the Line jack on your telephone.

10. Turn on your PC.

Proceed to “Installing the PassageWay Service Provider Software.”

2-23

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Installing the PassageWay Service Provider

Software

This section describes how to install and configure the PassageWay Service

Provider. You can modify the PassageWay Service Provider configuration

information later by running the PassageWay Configurator.

NOTE:

If you have an earlier version of PassageWay Solution, you must exit

Connect or AT&TConnect (if it is running) before installing the new

PassageWay Service Provider.

To install the PassageWay Service Provider:

1. Start Windows (if it is not running already).

2. Shut down all applications running on your PC.

3. If you have an earlier version of PassageWay Solution applications

(for example, AT&TCall, AT&TConnect, or AT&TBuzz) installed

already, perform one of the following steps:

If you do not want to run the earlier version of PassageWay Solution

applications again, delete Connect or AT&TConnect from your

StartUp folder (if present).

If you want to run the earlier version of PassageWay Solution

applications again, leave Connect or AT&TConnect in your StartUp

folder (if present). Be sure to install the PassageWay Service

Provider in the directory that contains the PassageWay Solution

applications. If you install the PassageWay Service Provider in a

different directory, you must manually change the properties of

Connect or AT&TConnect in the StartUp folder so that it uses the

new Connect application. (See your Windows User’s Guide to

change the properties of a shortcut in the StartUp folder.)

2-24

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

4. If you are installing from CD-ROM, insert the Telephony Manager CD-

ROM into the CD-ROM drive of your PC. If the Autorun feature is

enabled on your PC, the PassageWay Setup dialog box appears.

Proceed to Step 7.

If you are installing from a shared directory on a network server,

proceed to Step 5.

If you are installing from diskette, insert PassageWay Service Provider

diskette #1 into the diskette drive of your PC. Proceed to Step 5.

5. Double-click on the My Computer icon on your desktop.

The My Computer window appears.

6. Depending on whether you are installing from a CD-ROM, a shared

directory, or a diskette, perform one of the following steps:

If you are installing from CD-ROM, double-click on the CD-ROM

icon, and then double click on start.exe. The PassageWay Setup

dialog box appears.

If you are installing from a shared directory, double-click on the

network drive icon specified by your Network Administrator, and

then double-click on setup.exe. The PassageWay for DEFINITY

Service Provider Setup dialog box appears. Proceed to Step 8.

If you are installing from diskette, double-click on the diskette drive

icon, and then double-click on setup.exe. The PassageWay for

DEFINITY Service Provider Setup dialog box appears. Proceed to

Step 8.

7. Select the PassageWay Service Provider option button, and then

choose the OK button.

The PassageWay for DEFINITY Service Provider Setup dialog box

appears.

2-25

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

8. Choose the Next button.

The Select Destination Directory dialog box appears. This dialog box

displays the name of the directory where the PassageWay Service

Provider software will be installed by default.

9. If the default directory is unacceptable, choose the Browse button

and specify an alternate directory. Otherwise, proceed to Step 10.

10. Choose the Next button.

The Select App Folder dialog box appears. This dialog box displays

the name of the application folder to which the PassageWay Service

Provider icons will be added.

11. If the default application folder is unacceptable, enter the name of the

new folder to be created or select an existing folder. Otherwise,

proceed to Step 12.

12. Choose the Next button.

The Ready to Install dialog box appears.

13. Choose the Next button.

The installation program copies files to the destination directory. The

installation program displays a message box to inform you of its

status as it installs files.

If you are installing from diskette, insert the requested PassageWay

Service Provider software diskette into the PC when prompted, and

choose the OK button.

After the software is installed, the Creating Application Folder & Short

Cuts message box appears.

14. Choose the OK button.

The Installation Completed message box appears.

2-26

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

15. Choose the Finish button.

The PassageWay Configurator is launched, and it displays the Find

PassageWay Phone dialog box.

Figure 2-3. Find PassageWay Phone Dialog Box

The PassageWay Configurator is a software application that enables

you to set up the PassageWay Service Provider. Until you set up the

PassageWay Service Provider, you will be unable to use any TAPI

applications.

Setting up the PassageWay Service Provider consists of specifying

the following information:

the COM port to which the 8411 telephone, Callmaster VI telephone,

or PassageWay adapter is connected

type of telephone you have

the telephone number, the type (that is, primary, bridged, or

monitored), and the location of call appearances on your telephone

the location of feature buttons on your telephone

the access codes for the features you want to program on your

telephone

2-27

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

NOTE:

The PassageWay Configurator does not verify whether the

information you enter is correct. When you run a TAPI application

(for example, Telephony Manager), the PassageWay Service

Provider tries to use the information you entered via the

PassageWay Configurator. If the information you entered in the

PassageWay Configurator was correct, the TAPI application

works properly. If any of the information you entered is incorrect,

the TAPI application will not work. You must then run the

PassageWay Configurator and change the incorrect information.

The Find PassageWay Phone dialog box enables you to have the

PassageWay Configurator determine the COM port to which your

telephone or PassageWay adapter is connected.

16. Choose the Yes button.

If the PassageWay Configurator found the COM port to which your

telephone or PassageWay adapter is connected, the PassageWay

Link Found message box appears. Choose the OK button. The

PassageWay Configurator - COM Port dialog box appears, and the

option button for the corresponding COM port is selected.

2-28

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If the PassageWay Configurator did not find the COM port to which

your telephone or PassageWay adapter is connected, the

PassageWay Link Not Found message box appears. Choose the OK

button. The PassageWay Configurator - COM Port dialog box

appears, and no COM port option button is selected.

Figure 2-4. Sample PassageWay Configurator - COM Port Dialog Box

2-29

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

17. Perform one of the following steps:

If PassageWay “found” the COM port for you, choose the Continue

button.

If PassageWay did not find the COM port for you, select the option

button of the COM port in your PC to which your telephone (if you

have an 8411 telephone or Callmaster VI telephone) or PassageWay

adapter is connected, and then choose the Continue button.

The Telephone Models dialog box appears.

Figure 2-5. Telephone Models Dialog Box

2-30

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Depending on the type of telephone you are using, proceed to the

appropriate section of this chapter:

If you are using a 7400 Series, 8400 Series, or Callmaster telephone,

proceed to “Configuring 7400 Series, 8400 Series, and Callmaster

Telephones” later in this chapter.

If you are using a 6400 Series telephone, proceed to “Configuring 6400

Series Telephones” later in this chapter.

2-31

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Configuring 7400 Series, 8400 Series, and

Callmaster Telephones

If you are using a 7400 Series, 8400 Series, or Callmaster telephone, perform

the following steps to configure your telephone:

1. From the Telephone Models dialog box, select the telephone you are

using, and then choose the Continue button.

If you are using a Callmaster VI telephone, the Phone Line Information

dialog box appears. Proceed to Step 4.

If you are using a 7400 Series, 8400 Series, or Callmaster telephone

other than a Callmaster VI, the Telephone Options dialog box

appears.

Figure 2-6. Sample Telephone Options Dialog Box

2-32

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

The Telephone Options dialog box enables you to specify whether

your telephone has an external voice adjunct (that is, an external

speakerphone or a headset adapter), if supported.

2. In the External Voice Adjuncts area, select the external voice adjunct

you have (if any).

NOTE:

If you have a non-display telephone, the Advanced button is

present. The Advanced button gives you the ability to use

display features such as caller ID. By choosing the Advanced

button, you can specify that your extension has display

capabilities even though your telephone does not have a

display. However, in order for your extension to have these

display capabilities, your DEFINITY System Manager must

administer your extension for display capabilities.

2-33

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

3. When you are finished, choose the Continue button.

The Phone Line Information dialog box appears.

Figure 2-7. Sample Phone Line Information Dialog Box

2-34

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

This dialog box presents a representation of the buttons on your

telephone.

If your company has a DEFINITY G3 V5 or later system, the

PassageWay Configurator can automatically download the following

information for your telephone from the DEFINITY system via the

Auto Config button:

the location and type (that is, primary line, bridged line, or

monitored line) of call appearances on your telephone.

the location of features assigned to buttons on your telephone.

the feature access codes for certain features that are not

programmed as buttons on your telephone.

If you want to configure your telephone automatically via the

Auto Config button, you must:

have a display telephone. However, you can use a non-display

telephone if your company’s DEFINITY System Manager administers

your extension as a display telephone. Consult your DEFINITY

System Manager. If you have a non-display telephone, you must also

use the Advanced button in the Telephone Options dialog box to

specify that your extension has display capabilities even though your

telephone does not have a display.

know the PASTE feature access code for your DEFINITY system.

You must contact your DEFINITY System Manager for this feature

access code.

have a Next feature button administered on your telephone,

depending on your type of telephone. If you have a 7400 Series

telephone, an 8400 Series telephone, or a Callmaster telephone other

than a Callmaster VI, you must have a Next feature button

administered on your telephone. However, if you have a Callmaster

VI telephone, you do not need a Next feature button administered on

your telephone.

2-35

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you do not use the Auto Config button, you will use the Phone Line

dialog box to specify the location and type for each call appearance

on your telephone. You can specify the following types of call

appearances:

Primary Line, which is the extension of your telephone.

Bridged Line, which is the extension of another person’s telephone

to which you have full access (that is, you can “bridge” onto calls

appearing at that person’s telephone).

Monitored Line, which is the extension of another person’s telephone

for which you can monitor the status (that is, in use, on hold, or

inactive).

4. Perform one of the following steps:

If you want to manually configure the PassageWay Configurator,

proceed to Step 5.

If you want to automatically configure the PassageWay Configurator,

perform the following steps:

a. If you have a Callmaster VI telephone, proceed to Step c.

If you do not have a Callmaster VI telephone, choose the button

where the Next button is located on your telephone.

A submenu appears.

b. Choose Next.

The Next label appears on the button you selected.

c. Choose the Auto Config button.

The PASTE Requirements dialog box appears, stating the

requirements for using this feature. If your system meets the

requirements, proceed to Step d. Otherwise, choose the Cancel

button and proceed to Step 5 to manually configure the

PassageWay Configurator.

2-36

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

d. Choose the OK button.

The Enter PASTE Feature Access Code dialog box appears. You

must enter the PASTE feature access code for your DEFINITY

system. Without this feature access code, the PassageWay

Configurator cannot download your telephone’s configuration

information from the DEFINITY system. Consult your DEFINITY

System Manager to get this feature access code.

e. Enter the PASTE feature access code, and then choose the

Continue button.

The PASTE Download dialog box appears, and the OK button is

disabled.

NOTE:

The download will take several minutes.

f. Choose the Begin button.

The configuration information is downloaded from the DEFINITY

system. If you have a PassageWay adapter installed, you may

hear some dialing occur during the download.

When the download is complete, the OK button is enabled.

g. Choose the OK button.

If you have a Callmaster VI telephone, the Feature Access Codes

dialog box appears, displaying the feature access codes for your

DEFINITY system. You cannot change any of this information

during this session. To change this information, you must restart

the PassageWay Configurator. Proceed to Step i.

2-37

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you do not have a Callmaster VI telephone, the Phone Line

Information dialog box appears, displaying the locations of all

call appearances and feature buttons on your telephone. You

cannot change any of this information during this session. To

change this information, you must restart the PassageWay

Configurator. Proceed to Step h.

h. Choose the Continue button.

The Feature Access Codes dialog box appears, displaying the

feature access codes for your DEFINITY system. You cannot

change any of this information during this session. To change this

information, you must restart the PassageWay Configurator.

i. Choose the Continue button.

The PassageWay Configurator - Complete message box

appears.

j. Proceed to Step 16.

5. Choose the location of a call appearance on your telephone.

A submenu appears displaying “Clear Button,” “Primary Line,”

“Bridged Line,” “Monitored Line,” and “Cancel.”

NOTE:

Make sure you specify the correct location and type of each call

appearance on your telephone. If you incorrectly specify any of

this information, your system will not work as expected.

6. Choose the appropriate type of call appearance for the selected

button.

If you select Clear Button, the programming (if any) and label (if

any) are removed from that button.

If you select Cancel, the submenu closes, and the programming for

the selected button is not changed.

2-38

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you select one of the other options, another dialog box appears.

You must enter the appropriate information in that dialog box, and

then choose the OK button in that dialog box.

7. Repeat Steps 5 and 6 for any other call appearances on your

telephone.

8. When you are finished, choose the Continue button.

If you are using a Callmaster VI telephone, the Feature Access Codes

dialog box appears. Proceed to Step 13.

2-39

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you are using a 7400 Series, 8400 Series, or Callmaster telephone

other than a Callmaster VI, the Feature Buttons dialog box appears.

Figure 2-8. Sample Feature Buttons Dialog Box

NOTE:

The Feature Buttons dialog box only shows the buttons on your

telephone to which features can be programmed. This dialog

box does not show the soft keys on your telephone (if

available).

2-40

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Using this dialog box, you specify the location of call handling

features assigned to buttons on your telephone by the DEFINITY

System Manager. By specifying the locations of feature buttons,

other telephony applications can use these call handling features to

enhance their operation.

The PassageWay Service Provider can recognize the following call

handling features programmed to your telephone:

Auto Call Back

Call Answer Back

Call Forward

Call Information

Call Park

Call Pickup

Drop

Inspect

Leave Word Calling

Leave Word Cancel

Normal (if supported by your telephone)

Release

2-41

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Send All Calls

Speed Call Button

Speed Call Program

NOTE:

Features that cannot be programmed to buttons on your

telephone are disabled (that is, you cannot program these

features).

Make sure you specify the correct type and location of each

feature assigned to buttons on your telephone. If you incorrectly

specify any of this information, your system will not work as

expected.

9. Choose a button where a feature is assigned.

A submenu appears, displaying the following options:

Clear Button

Auto Call Back

Call Answer Back

Call Forward

Call Information

Call Park

Call Pickup

Drop

Inspect

Leave Word Calling

Leave Word Cancel

Normal

2-42

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Release

Send All Calls

Speed Call Button

Speed Call Program

Cancel

10. Choose the appropriate feature for the selected button.

The label for the selected feature appears on the button.

11. Repeat Steps 9 and 10 for any other buttons.

12. When you are finished, choose the Continue button.

The Feature Access Codes dialog box appears.

Figure 2-9. Feature Access Codes Dialog Box

2-43

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Using this dialog box, you can program the following features to your

telephone:

Auto Call Back Off

Auto Call Back On

Call Answer Back

Call Park

Call Pickup

Forward Off

Forward On

Leave Word Calling

Leave Word Cancel

Priority

Send All Calls Off

Send All Calls On

Speed Call Program

NOTE:

Before you can program these features to your telephone, you

must know the associated feature access codes. If you

incorrectly specify this information, your system will not work as

expected. Consult your DEFINITY System Manager for these

access codes.

Features that your telephone does not support are disabled (that

is, you cannot program these features).

2-44

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

13. In the box to the right of the feature you want to program, enter the

access code for that feature.

14. Repeat Step 13 for any other features you want to program.

15. When you are finished, choose the Continue button.

The PassageWay Configurator - Complete message box appears.

16. Choose the OK button.

The Configuration Complete message box appears.

17. Choose the OK button.

The Verify Firmware Version dialog box appears.

NOTE:

If you have a Callmaster VI telephone, do not verify the firmware

version. Make sure the check box is not selected.

If you want to verify that your PassageWay adapter or 8411 telephone

has current firmware, make sure the check box is selected. (This

check box is selected by default.) If the firmware in your PassageWay

adapter or 8411 telephone is not current, you may be unable to make

and receive calls with Telephony Manager. By selecting this check

box, the version of the firmware in your PassageWay adapter or 8411

telephone will be checked.

If you are using Windows 95, the Connect application will be started,

and it will check the version of the firmware in your PassageWay

adapter or 8411 telephone. If you are using Windows NT Workstation

4.0 or later or Windows NT Server 4.0 or later, the Pumpware Module

will be started, and it will check the version of the firmware in your

PassageWay adapter or 8411 telephone. If the firmware is not current,

Connect or the Pumpware Module will “pump” new firmware to the

PassageWay adapter or 8411 telephone.

2-45

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

18. Choose the Next button.

If you are using Windows 95 and the check box was selected,

Connect starts, verifies the PassageWay link, and then checks the

firmware version. If the firmware is current, the Connect button

appears at the bottom of your screen. Proceed to Step 22.

If the firmware is not current, a Connect dialog box appears, stating

that the PassageWay firmware is not fully compatible with Connect.

Proceed to Step 19.

If you are using Windows NT and the check box was selected, the

Pumpware Module starts, verifies the PassageWay link, and then

checks the firmware version. If the firmware is current, the Pumpware

window appears. Proceed to Step 22.

If the firmware is not current, a dialog box appears, stating that the

PassageWay firmware is not fully compatible with the Pumpware

Module. Proceed to Step 19.

If the check box was not selected, the View README file dialog box

appears. If you want to view the Readme file now, make sure the

check box is selected. (This check box is selected by default.) If you

do not want to view the Readme file now, make sure the check box is

not selected. Proceed to Step 23.

2-46

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

19. Choose the Yes button to update the PassageWay firmware now.

A dialog box appears, stating that the PassageWay firmware is about

to be downloaded.

NOTE:

You will be unable to make or receive any calls during the

download. The download process takes several minutes.

20. Hang up any calls that are on your telephone, and then choose the

OK button.

The firmware is downloaded to the PassageWay adapter or 8411

telephone. A window displays the status of the download.

If the download was successful, a message box appears, stating that

the download was successful.

If the download was unsuccessful, a dialog box appears, stating that

an error occurred during the procedure and prompting you to repeat

the download procedure. Choose the Retry button and repeat the

download procedure.

21. Choose the OK button.

Depending on your version of Windows, Connect or the Pumpware

Module verifies the PassageWay link. While the PassageWay link is

verified, the mouse arrow becomes an hourglass. When Connect or

the Pumpware Module is finished verifying the link, the hourglass

becomes an arrow again. The PassageWay link verification message

box remains on your screen. Proceed to Step 22.

22. If you are using Windows 95, click on the Connect button on the

bottom of your screen to open the Connect window, and then select

Exitfrom the File menu in Connect to close Connect.

If you are using Windows NT, select Exitfrom the File menu in the

Pumpware window to close the Pumpware Module.

2-47

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

The View README File dialog box appears. If you want to view the

Readme file now, make sure the check box is selected. (This check

box is selected by default.) If you do not want to view the Readme file

now, make sure the check box is not selected.

23. Choose the Finish button.

If the Readme file check box was selected, the Notepad window

appears, displaying the contents of the Readme file. Proceed to

Step 24.

If the Readme file check box was not selected, the About To Restart

Windows message box appears. Proceed to Step 25.

24. When you are finished reading the Readme file, select Exitfrom the

File menu to close the Notepad window.

NOTE:

If you have any other Notepad windows open, you must close

all of them now. The installation will not continue until all

Notepad windows are closed.

The About To Restart Windows message box appears.

25. Choose the OK button.

The Install dialog box appears.

26. Remove the diskette from the diskette drive (if you are installing from

diskette), and choose the OK button.

Depending on your version of Windows, either the system or Windows

restarts.

The PassageWay Service Provider is now installed.

2-48

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you need to modify any of the information for your telephone (for example,

lines or features are added to or removed from your telephone), run the

PassageWay Configurator. The PassageWay Configurator is located in the

application folder that contains the PassageWay Service Provider. (The

default application folder is PassageWay for DEFINITY.)

NOTE:

If you experience any difficulties running telephony applications, ask

your DEFINITY System Manager to check the administration of your

telephone and then run the PassageWay Configurator again to correct

any errors you may have made.

2-49

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Configuring 6400 Series Telephones

If you are using a 6400 Series telephone, perform the following steps to

configure your telephone:

1. From the Telephone Models dialog box, select the telephone you are

using, and then choose the Continue button.

Depending on the type of telephone you selected, one of the following

dialog boxes appears:

If you selected a 6402, 6408, or 6408+ telephone, the Advanced

Options dialog box appears.

Figure 2-10. Sample Advanced Options Dialog Box

2-50

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

The Advanced Options dialog box gives you the ability to use

display features such as caller ID. Using this dialog box, you can

specify that your extension has display capabilities even though your

telephone does not have a display. However, in order for your

extension to have these display capabilities, your DEFINITY System

Manager must administer you extension for display capabilities.

Perform the following steps:

i. Specify whether your extension has display capabilities.

Choose the Yes option button if your extension has display

capabilities. Otherwise, choose the No option button.

ii. Choose the OK button.

The Phone Line Information dialog box appears (Figure 2-11).

2-51

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you selected a 6400 Series telephone other than a 6402, 6408, or

6408+ telephone, the Phone Line Information dialog box appears.

Figure 2-11. Sample Phone Line Information Dialog Box for a 6408D

Telephone

This dialog box presents a representation of the buttons on your

telephone.

2-52

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If your company has a DEFINITY G3 V5 or later system, the

PassageWay Configurator can automatically download the following

information for your telephone from the DEFINITY system via the

Auto Config button:

the location and type (that is, primary line, bridged line, or

monitored line) of call appearances on your telephone.

the location of features assigned to buttons on your telephone.

the feature access codes for certain features that are not

programmed as buttons on your telephone.

If you want to configure your telephone automatically via the Auto

Config button, you must:

have a display telephone. However, you can use a non-display

telephone if your company’s DEFINITY System Manager administers

your extension as a display telephone. Consult your DEFINITY

System Manager. If you have a non-display telephone, you must also

use the Advanced Options dialog box to specify that your extension

has display capabilities even though your telephone does not have a

display

NOTE:

You cannot automatically download the configuration

information for your telephone if you have a 6402 telephone or

a 6402D telephone.

know the PASTE feature access code for your DEFINITY system.

You must contact your DEFINITY System Manager for this feature

access code.

2-53

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

have a Next feature button administered on your telephone,

depending on your type of telephone. If you have a 6400 Series

telephone without a display, you must have a Next feature button

administered on your telephone. However, if you have a 6400 Series

telephone with a display, you do not need a Next feature button

administered on your telephone.

If you do not use the Auto Config button, you will use the Phone Line

dialog box to specify the location and type for each call appearance

on your telephone. You can specify the following types of call

appearances:

Primary Line, which is the extension of your telephone.

Bridged Line, which is the extension of another person’s telephone

to which you have full access (that is, you can “bridge” onto calls

appearing at that person’s telephone).

Monitored Line, which is the extension of another person’s telephone

for which you can monitor the status (that is, in use, on hold, or

inactive).

2. Perform one of the following steps:

If you want to manually configure the PassageWay Configurator,

proceed to Step 3.

If you want to automatically configure the PassageWay Configurator,

perform the following steps:

a. If you have a 6400 Series telephone with a display, proceed to

Step c.

If you have a 6400 Series telephone without a display, choose the

button where the Next feature button is located on your

telephone.

A submenu appears.

2-54

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

b. Choose Next.

The Next label appears on the button you selected.

c. Choose the Auto Config button.

The PASTE Requirements dialog box appears, stating the

requirements for using this feature. If your system meets the

requirements, proceed to Step d. Otherwise, choose the Cancel

button and proceed to Step 3 to manually configure the

PassageWay Configurator.

d. Choose the OK button.

The Enter PASTE Feature Access Code dialog box appears. You

must enter the PASTE feature access code for your DEFINITY

system. Without this feature access code, the PassageWay

Configurator cannot download your telephone’s configuration

information from the DEFINITY system. Consult your DEFINITY

System Manager to get this feature access code.

e. Enter the PASTE feature access code, and then choose the

Continue button.

The PASTE Download dialog box appears, and the OK button is

disabled.

NOTE:

The download will take several minutes.

f. Choose the Begin button.

The configuration information is downloaded from the DEFINITY

system. If you have a PassageWay adapter installed, you may

hear some dialing occur during the download.

When the download is complete, the OK button is enabled.

2-55

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

g. Choose the OK button.

The Feature Access Codes dialog box appears, displaying the

feature access codes for your DEFINITY system. You cannot

change any of this information during this session. To change this

information, you must restart the PassageWay Configurator.

h. Choose the Continue button.

The PassageWay Configurator - Complete message box

appears.

i. Proceed to Step 14.

3. Choose the location of a call appearance on your telephone.

A submenu appears displaying “Clear Button,” “Primary Line,”

“Bridged Line,” “Monitored Line,” and “Cancel.”

NOTE:

Make sure you specify the correct location and type of each call

appearance on your telephone. If you incorrectly specify any of

this information, your system will not work as expected.

4. Choose the appropriate type of call appearance for the selected

button.

If you select Clear Button, the programming (if any) and label (if

any) are removed from that button.

If you select Cancel, the submenu closes, and the programming for

the selected button is not changed.

If you select one of the other options, another dialog box appears.

You must enter the appropriate information in that dialog box, and

then choose the OK button in that dialog box.

5. Repeat Steps 3 and 4 for any other call appearances on your

telephone.

2-56

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

6. When you are finished, choose the Continue button.

The Feature Buttons dialog box appears.

Figure 2-12. Sample Feature Buttons Dialog Box

NOTE:

The Feature Buttons dialog box only shows the buttons on your

telephone to which features can be programmed. This dialog

box does not show the soft keys on your telephone (if

available).

2-57

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Using this dialog box, you specify the location of call handling

features assigned to buttons on your telephone by the DEFINITY

System Manager. By specifying the locations of feature buttons,

other telephony applications can use these call handling features to

enhance their operation.

The PassageWay Service Provider can recognize the following call

handling features programmed to your telephone:

Auto Call Back

Call Answer Back

Call Forward

Call Information

Call Park

Call Pickup

Drop

NOTE:

You should have a Drop feature button programmed on your

telephone. Consult your DEFINITY System Manager.

Inspect

Leave Word Calling

Leave Word Cancel

Normal (if supported by your telephone)

Release

Send All Calls

Speed Call Button

Speed Call Program

2-58

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

NOTE:

Features that cannot be programmed to buttons on your

telephone are disabled (that is, you cannot program these

features).

Make sure you specify the correct type and location of each

feature assigned to buttons on your telephone. If you incorrectly

specify any of this information, your system will not work as

expected.

7. Choose a button where a feature is assigned.

A submenu appears, displaying the following options:

Clear Button

Auto Call Back

Call Answer Back

Call Forward

Call Information

Call Park

Call Pickup

Drop

Inspect

Leave Word Calling

Leave Word Cancel

Normal

Release

Send All Calls

Speed Call Button

2-59

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Speed Call Program

Cancel

8. Choose the appropriate feature for the selected button.

The label for the selected feature appears on the button.

9. Repeat Steps 7 and 8 for any other buttons.

10. When you are finished, choose the Continue button.

The Feature Access Codes dialog box appears.

Figure 2-13. Feature Access Codes Dialog Box

2-60

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Using this dialog box, you can program the following features to your

telephone:

Auto Call Back Off

Auto Call Back On

Call Answer Back

Call Park

Call Pickup

Forward Off

Forward On

Leave Word Calling

Leave Word Cancel

Priority

Send All Calls Off

Send All Calls On

Speed Call Program

NOTE:

Before you can program these features to your telephone, you

must know the associated feature access codes. If you

incorrectly specify this information, your system will not work as

expected. Consult your DEFINITY System Manager for these

access codes.

Features that your telephone does not support are disabled (that

is, you cannot program these features).

11. In the box to the right of the feature you want to program, enter the

access code for that feature.

12. Repeat Step 11 for any other features you want to program.

2-61

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

13. When you are finished, choose the Continue button.

The PassageWay Configurator - Complete message box appears.

14. Choose the OK button.

The Configuration Complete message box appears.

15. Choose the OK button.

The Verify Firmware Version dialog box appears. If you want to verify

that your PassageWay adapter has current firmware, make sure the

check box is selected. (This check box is selected by default.) If the

firmware in your PassageWay adapter is not current, you may be

unable to make and receive calls with Telephony Manager. By

selecting this check box, the version of the firmware in your

PassageWay adapter will be checked.

If you are using Windows 95, the Connect application will be started,

and it will check the version of the firmware in your PassageWay

adapter. If you are using Windows NT Workstation 4.0 or later or

Windows NT Server 4.0 or later, the Pumpware Module will be started,

and it will check the version of the firmware in your PassageWay

adapter. If the firmware is not current, Connect or the Pumpware

Module will “pump” new firmware to the PassageWay adapter.

16. Choose the Next button.

If you are using Windows 95 and the check box was selected,

Connect starts, verifies the PassageWay link, and then checks the

firmware version. If the firmware is current, the Connect button

appears at the bottom of your screen. Proceed to Step 20.

If the firmware is not up-to-date, a Connect dialog box appears,

stating that the PassageWay firmware is not fully compatible with

Connect. Proceed to Step 17.

2-62

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you are using Windows NT and the check box was selected, the

Pumpware Module starts, verifies the PassageWay link, and then

checks the firmware version. If the firmware is current, the Pumpware

window appears. Proceed to Step 20.

If the firmware is not up-to-date, a Pumpware Module dialog box

appears, stating that the PassageWay firmware is not fully compatible

with the Pumpware Module. Proceed to Step 17.

If the check box was not selected, the View README file dialog box

appears. If you want to view the Readme file now, make sure the

check box is selected. (This check box is selected by default.) If you

do not want to view the Readme file now, make sure the check box is

not selected. Proceed to Step 21.

17. Choose the Yes button to update the PassageWay firmware now.

A dialog box appears, stating that the PassageWay firmware is about

to be downloaded.

NOTE:

You will be unable to make or receive any calls during the

download. The download process takes several minutes.

18. Hang up any calls that are on your telephone, and then choose the

OK button.

The firmware is downloaded to the PassageWay adapter. A window

displays the status of the download. The download process takes

several minutes.

If the download was successful, a message box appears, stating that

the download was successful.

If the download was unsuccessful, a dialog box appears, stating that

an error occurred during the procedure and prompting you to repeat

the download procedure. Choose the Retry button and repeat the

download procedure.

2-63

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

19. Choose the OK button.

Depending on your version of Windows, Connect or the Pumpware

Module verifies the PassageWay link. While the PassageWay link is

verified, the mouse arrow becomes an hourglass. When Connect or

the Pumpware Module is finished verifying the link, the hourglass

becomes an arrow again. The PassageWay link verification message

box remains on your screen. Proceed to Step 20.

20. If you are using Windows 95, click on the Connect button on the

bottom of your screen to open the Connect window, and then select

Exitfrom the File menu in Connect to close Connect.

If you are using Windows NT, select Exitfrom the File menu in the

Pumpware window to close the Pumpware Module.

The View README File dialog box appears. If you want to view the

Readme file now, make sure the check box is selected. (This check

box is selected by default.) If you do not want to view the Readme file

now, make sure the check box is not selected.

21. Choose the Finish button.

If the Readme file check box was selected, the Notepad window

appears, displaying the contents of the Readme file. Proceed to

Step 22.

If the Readme file check box was not selected, the About To Restart

Windows message box appears. Proceed to Step 23.

22. When you are finished reading the Readme file, select

File menu to close the Notepad window.

from the

Exit

NOTE:

If you have any other Notepad windows open, you must close

all of them now. The installation will not continue until all

Notepad windows are closed.

The About To Restart Windows message box appears.

2-64

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

23. Choose the OK button.

The Install dialog box appears.

24. Remove the diskette from the diskette drive (if you are installing from

diskette), and choose the OK button.

Depending on your version of Windows, either the system or Windows

restarts.

The PassageWay Service Provider is now installed.

If you need to modify any of the information for your telephone (for example,

lines or features are added to or removed from your telephone), run the

PassageWay Configurator. The PassageWay Configurator is located in the

application folder that contains the PassageWay Service Provider. (The

default application folder is PassageWay for DEFINITY.)

NOTE:

If you experience any difficulties running telephony applications, ask

your DEFINITY System Manager to check the administration of your

telephone and then run the PassageWay Configurator again to correct

any errors you may have made.

2-65

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Installing the Telephony Manager

Software

This section describes how to install Telephony Manager.

To install Telephony Manager:

1. Start Windows (if it is not running already).

2. Shut down all applications running on your PC.

3. If you are installing from CD-ROM, insert the Telephony Manager

CD-ROM into the CD-ROM drive of your PC. If the Autorun feature is

enabled on your PC, the PassageWay Setup dialog box appears.

Proceed to Step 6.

If you are installing from a shared directory on a network server,

proceed to Step 4.

If you are installing from diskette, insert Telephony Manager diskette

#1 into the diskette drive of your PC.

4. Double-click on the My Computer icon on your desktop.

The My Computer window appears.

5. Depending on whether you are installing from a CD-ROM, a shared

directory, or a diskette, perform one of the following steps:

If you are installing from CD-ROM, double-click on the CD-ROM

icon, and then double click on start.exe. The PassageWay Setup

dialog box appears.

If you are installing from a shared directory, double-click on the

network drive icon specified by your Network Administrator, and

then double-click on setup.exe. The PassageWay Telephony

Manager Setup dialog box appears. Proceed to Step 7.

2-66

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you are installing from diskette, double-click on the diskette drive

icon, and then double-click on setup.exe. The PassageWay

Telephony Manager Setup dialog box appears. Proceed to Step 7.

6. Select the PassageWay Telephony Manager option button, and then

choose the OK button.

The PassageWay Telephony Manager Setup dialog box appears.

7. Choose the Next button.

The Select Destination Directory dialog box appears. This dialog box

displays the name of the directory where the Telephony Manager

applications will be installed by default.

8. If the default directory is unacceptable, choose the Browse button

and specify an alternate directory. Otherwise, proceed to Step 9.

9. Choose the Next button.

The Select App Folder dialog box appears. This dialog box displays

the name of the application folder to which the Telephony Manager

icons will be added. Proceed to Step 10.

10. If the default application folder is unacceptable, enter the name of the

new folder to be created or select an existing folder. Otherwise,

proceed to Step 11.

11. Choose the Next button.

The Creating Short Cuts dialog box appears.

12. If you would like to have a short cut for Telephony Manager on the

Windows desktop, make sure the first check box is selected. (The

check box is selected by default.)

13. If you would like to have a short cut for Telephony Manager on the

Start menu, make sure the second check box is selected. (The check

box is selected by default.)

2-67

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

14. Choose the Next button.

The Add to StartUp dialog box appears.

15. If you would like to have the Anywhere Dialer application added to

your Startup folder so that it starts every time you start your system,

make sure the first check box is selected. (The check box is selected

by default.) Anywhere Dialer allows you to use Telephony Manager to

dial telephone numbers that are located in other applications.

16. If you would like to have Telephony Manager added to your Startup

folder so that it starts every time you start your system, make sure the

second check box is selected.

17. Choose the Next button.

The Ready to Install dialog box appears.

18. Choose the Next button.

The installation program copies files to the destination directory. The

installation program displays a message box to inform you of its

status as it installs files.

If you are installing from diskette, insert the requested diskette into

the PC when prompted, and choose the OK button.

After the software is installed, the Installation Completed dialog box

appears. If you want to view the Readme file now, make sure the

check box is selected. (This check box is selected by default). If you

do not want to view the Readme file now, make sure the check box is

not selected.

19. Choose the Finish button.

If the Readme file check box was selected, the Notepad window

appears, displaying the contents of the Readme file. Proceed to

Step 20.

If the Readme file check box was not selected, the About To Restart

Windows message box appears. Proceed to Step 21.

2-68

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

20. When you are finished reading the Readme file, select Exitfrom the

File menu to close the Notepad window.

NOTE:

If you have any other Notepad windows open, you must close

all of them now. The installation will not continue until all

Notepad windows are closed.

The About To Restart Windows message box appears.

Depending on your system, you may have to restart your PC.

21. Choose the OK button.

If the Install dialog box appears, remove the diskette from the diskette

drive (if you are installing from diskette), and choose the OK button.

If the Install dialog box does not appear, the installation is completed.

Telephony Manager is now installed. Proceed to “Starting Telephony

Manager.”

2-69

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Starting Telephony Manager

If you did not have a previous version of Telephony Manager installed, the first

time you start Telephony Manager you are prompted to configure the

following settings:

the number of primary call appearances on your telephone. You can

enter up to 32 call appearances, but no more than 6 call appearances

will be displayed in the Telephony Manager window.

the minimum number or default number of call appearances you want

displayed in the Telephony Manager window. These call appearances

will be displayed even when there is no corresponding call on your

telephone.

whether you want the size of the Call Appearance area of the

Telephony Manager window to change automatically as you make and

receive calls. If you enable the Auto-Sizing feature, the Telephony

Manager window automatically displays a call appearance for each call

that appears at your telephone up to the number of call appearances

you specified in the Number of telephone lines available setting (that is,

the number of primary call appearances on your telephone). When

each call disconnects, the call appearance for each call is

automatically removed from the Call Appearance area of the Telephony

Manager window. The number of call appearances that remains is the

minimum number or default number of call appearances you specified.

By default, the Auto-Sizing feature is enabled.

If you disable the Auto-Sizing feature, the maximum number, minimum

number, or default number of call appearances you specified appears

in the Call Appearance area of the Telephony Manager window,

depending on the state of the Maximize/Minimize Call Appearance

Area button. These call appearances are displayed even when there

are no calls appearing on your telephone.

2-70

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

To start Telephony Manager:

1. Select the Start button.

The Start menu appears.

2. Select Programs.

3. Select the application folder that contains PassageWay Telephony

Manager. (The default application folder is PassageWay Telephony

Manager.)

4. Select PassageWay Telephony Manager.

If you have configured the Dialing Properties for your PC previously,

the Number of Calls dialog box appears the first time you start

Telephony Manager.

Figure 2-14. Number of Calls Dialog Box

2-71

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

If you have not configured the Dialing Properties for your PC

previously, a message box appears, prompting you to configure your

dialing locations. Choose the OK button. The Dialing Properties dialog

box appears. Perform Steps 3 to 9 in the next section “Configuring

the Dialing Information” to configure your dialing locations and then

perform the steps in this procedure.

5. In the Number of telephone lines available box, enter the number of

primary call appearances on your telephone.

6. In the Minimum or default number of lines to be displayed box, enter

the minimum number of call appearances you want displayed in the

Telephony Manager window. These call appearances will be

displayed even when there are no calls appearing at your telephone.

7. Select the Turn On Auto-Sizing check box to enable or disable the

Auto-Sizing feature. A check mark in the Turn On Auto-Sizing check

box indicates that the Auto-Sizing feature is enabled.

If you want the size of the Telephony Manager window to change

automatically as you make and receive calls, enable the Auto-Sizing

feature and make sure the Call Appearance area is not maximized

(using the Maximize/Minimize Call Appearance Area button in the

Telephony Manager window).

If you do not want the size of the Telephony Manager window to

change automatically as you make and receive calls, disable the

Auto-Sizing feature. If you want to view all of the call appearances,

you must maximize the Call Appearance area (using the

Maximize/Minimize Call Appearance Area button in the Telephony

Manager window).

2-72

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

8. Choose the OK button.

If only one telephony provider is installed on your PC (that is, either

the PassageWay Service Provider or the Unimodem Service

Provider), the Telephony Manager window appears. Proceed to

“Configuring the Dialing Information,” later in this chapter.

If both the PassageWay Service Provider and the Unimodem Service

Provider are installed and configured on your PC, a message box

appears, stating that you must select a service provider.

Choose the OK button to close the message box. The Connect Using

dialog box appears. From the Line box, select the telephony provider

you want to use, and then choose the OK button. (If you are using

Telephony Manager with a DEFINITY system, select

DEFINITY/line). The Telephony Manager window appears.

Proceed to “Configuring the Dialing Information,” later in this chapter.

2-73

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Configuring the Dialing

Information

This section describes how to configure the following dialing information:

the digit(s) you must dial before you can make a local call (that is, an

external call)

the digit(s) you must dial before you can make a long-distance call

the area code for your telephone

To configure the dialing information:

1. From the View menu in the Telephony Manager window, choose

Dialing Properties.

If you are using Windows NT, the Dialing Properties dialog box

appears. Proceed to Step 3.

If you are using Windows 95, the Telephony Properties dialog box

appears (Figure 2-15).

2-74

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Figure 2-15. Sample Telephony Properties Dialog Box

2-75

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

2. If you are using Windows 95, choose the Dialing Properties button.

The Dialing Properties dialog box appears.

Figure 2-16. Sample Dialing Properties Dialog Box

3. In the I am dialing from box, select Default Location.

4. In The area code is box, enter the area code for your location.

5. In the I am in box, select your country.

2-76

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

6. In the First dial for local box, enter the digit(s) you must dial to access

an outside line for local calls (for example, “9”). Once you enter the

digit(s), you do not need to enter them when you make calls from

Telephony Manager. Telephony Manager inserts the digit(s)

automatically.

7. In the First dial for long distance box, enter the digit(s) you must dial

to access an outside line for long-distance calls (for example, “9”).

Once you enter the digit(s), you do not need to enter them when you

make calls from Telephony Manager. Telephony Manager inserts the

digit(s) automatically.

NOTE:

Do not enter “1” in the First dial for long distance box. The “1” is

inserted automatically when necessary for a long-distance call.

8. Choose the OK button.

The Dialing Properties dialog box closes.

9. If you are using Windows 95, choose the OK button in the Telephony

Properties dialog box.

Proceed to “Configuring Telephony Manager and Phonebook Options,” later

in this chapter.

2-77

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Configuring Telephony Manager

and Phonebook Options

This section describes how to configure the following:

how you want Telephony Manager and Phonebook to operate when

you receive and answer calls.

whether you want Telephony Manager to match the caller ID for calls

against entries in your Phonebook directory.

whether you want Phonebook to start automatically every time you start

Telephony Manager.

whether you want Telephony Manager to place active calls on hold

automatically when you make or answer another call.

whether you want Telephony Manager to play feedback tones on your

sound system speakers when you transfer and conference calls

successfully via Telephony Manager.

2-78

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

To configure the Phonebook options:

1. From the Options menu in the Telephony Manager window, choose

Preferences.

The Preferences dialog box appears.

Figure 2-17. Preferences Dialog Box

2. In the Application Pop Options area, select the Show Telephony

Manager on Ringing check box to specify whether Telephony

Manager will appear when you receive a call. A check mark in the

Show Telephony Manager on Ringing check box indicates that the

Telephony Manager window will appear when you receive a call.

2-79

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

3. Select the Show Phonebook on Answer check box to specify whether

the Phonebook window will appear when you answer a call. A check

mark in the Show Phonebook on Answer check box indicates that the

Phonebook window will appear when you answer a call.

4. Select the Show Notes Screen on Answer check box to specify

whether the Log Notes and Details window will appear when you

answer a call. A check mark in the Show Notes Screen on Answer

check box indicates that the Log Notes and Details window will

appear when you answer a call.

5. In the Phonebook Options area, select the Use Phonebook for caller

ID information check box to enable or disable caller ID matching. A

check mark in the Use Phonebook for caller ID information check box

indicates that Telephony Manager will try to match caller ID with

Phonebook entries.

If you set Telephony Manager to match caller ID with Phonebook

entries, Telephony Manager takes the caller ID (if available) for

incoming, external calls and tries to find a matching telephone

number in Phonebook. If a match is found, the name and telephone

number from Phonebook are displayed for the call in the Call

Appearance area of Telephony Manager. If a match is not found, the

information from your company’s telephone system is displayed for

the call in the Call Appearance area.

NOTE:

Caller ID matching is only performed when there is no calling

name provided with the incoming call. Also, Phonebook must

be running for caller ID matching to work.

If you do not set Telephony Manager to match caller ID with

Phonebook entries, the information from your company’s telephone

system is displayed for the call in the Call Appearance area of

Telephony Manager.

2-80

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

6. Select the Launch Phonebook at start of application check box to

enable or disable Phonebook to start automatically when Telephony

Manager starts. A check mark in the Launch Phonebook at start of

application check box indicates that Phonebook will start

automatically when Telephony Manager starts.

7. In the Call Action Options area, select the option button of the action

you want Telephony Manager to perform when you make or answer a

call while you are already active on a call.

If you want Telephony Manager to place the active call on hold

automatically when you make or answer another call, select the Auto-

Hold option button.

If you want Telephony Manager to drop (that is, hang up) the active

call automatically when you make or answer another call, select the

Auto-Drop option button.

8. In the Response Options area, select the Play feedback tones for

successful actions check box to enable or disable Telephony

Manager to play feedback tones on your sound system speakers

when you transfer and conference calls successfully. If you do not

have a sound board and speakers, you will not hear these tones. A

check mark in the Play feedback tones for successful actions check

box indicates that Telephony Manager will play the feedback tones on

your sound system speakers when you transfer and conference calls

successfully.

9. Choose the OK button.

2-81

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

You have finished configuring Telephony Manager and Phonebook. Refer to

Chapter 3 to start the Telephony Manager applications. If you need

information about features and procedures for Telephony Manager,

Phonebook, Log Manager, Anywhere Dialer, Auto-Task Manager, and Script

Editor, be sure to consult the online help that is provided with these

applications.

NOTE:

If you want to convert your existing telephone number/address files

(such as AT&TCall files and Message Manager files) into Phonebook

files, select the Importcommand from the File menu in Phonebook. Be

sure to check the Phonebook online help for complete instructions on

importing existing files into Phonebook. (See the “Import files into a

Phonebook directory” topic, which is located under

“Exporting/Importing Information” in the online help.)

2-82

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Removing the PassageWay Service

Provider

Use the following procedure to remove the PassageWay Service Provider.

To remove the PassageWay Service Provider from your PC:

1. Close all PassageWay applications and telephony applications.

2. Select the Start button.

The Start menu appears.

3. Select Programs.

4. Select the application folder that contains the PassageWay Service

Provider. (The default application folder is PassageWay for

DEFINITY.)

5. Select UnInstaller for Service Provider.

The PassageWay for DEFINITY UnInstaller dialog box appears.

6. Choose the Next button.

The Ready to UnInstall dialog box appears.

7. Choose the Finish button.

The Perform Uninstall status box appears, displaying the status of the

uninstall process. When the uninstall is completed, the UnInstaller

Finished message box appears.

8. Choose the OK button.

2-83

Download from Www.Somanuals.com. All Manuals Search And Download.

Installing and Configuring Telephony

Manager

Removing Telephony Manager

Use the following procedure to remove Telephony Manager.

To remove Telephony Manager from your PC:

1. Close all PassageWay applications and telephony applications.

2. Select the Start button.

The Start menu appears.

3. Select Programs.

4. Select the application folder that contains Telephony Manager. (The

default application folder is PassageWay Telephony Manager.)

5. Select UnInstaller for Telephony Manager.

The PassageWay Telephony Manager UnInstaller dialog box appears.

6. Choose the Next button.

The Ready to UnInstall dialog box appears.

7. Choose the Finish button.

The Perform Uninstall status box appears, displaying the status of the

uninstall process. When the uninstall is completed, the UnInstaller

Finished message box appears.

8. Choose the OK button.

2-84

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony

Manager Applications

Contents

Overview

3-1

Using Telephony Manager

Starting Telephony Manager

Using Phonebook

3-2

3-3

3-4

3-5

3-6

3-7

3-8

Starting Phonebook

Using Log Manager

Starting Log Manager

Using Anywhere Dialer

Starting Anywhere Dialer

3-8

3-9

Making Calls with Anywhere Dialer

Using Script Editor

3-11

3-12

3-13

3-14

Starting Script Editor

Using Auto-Task Manager

Starting Auto-Task Manager

3-i

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony

Manager Applications

Overview

This chapter provides an overview of each Telephony Manager application

and describes how to start each application. Refer to the online help for each

application for the specific tasks you can perform with the application.

3-1

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Using Telephony Manager

Telephony Manager is a software application that enables you to control

telephone calls (both incoming and outgoing) directly from your IBM-

compatible PC. From the Telephony Manager window, you can:

make calls

answer calls

view the calling/called party information for each call (referred to as

caller ID), if available

place calls on hold

hang up calls

transfer calls

set up and manage conference calls

program speed dial buttons

program call handling features such as Auto Call Back, Call Answer

Back, Call Forwarding, Call Park, Call Pickup, Send All Calls, Redirect,

and Transfer to AUDIX (depending on your company’s DEFINITY

system) to Function buttons. You can also program Function buttons

with scripts that you created with Script Editor.

Using Telephony Manager, you can place calls from Phonebook, INTUITY

Message Manager and its Phonebook (if installed), or Log Manager.

You can also set Telephony Manager to match the telephone numbers of

incoming calls with entries in Phonebook. If the telephone number matches an

entry in Phonebook (and no caller name is provided with call), Telephony

Manager displays the name of the caller, enabling you to know who is calling

before you answer your telephone.

3-2

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Starting Telephony Manager

If you specified that you wanted Telephony Manager to be added to your

Startup folder during installation, Telephony Manager is started automatically

when you start your system.

Depending on the selections you made when you installed Telephony

Manager, you can start Telephony Manager in the following ways:

Double-click on the Telephony Manager desktop shortcut.

Select PassageWay Telephony Managerfrom the Start menu.

Perform the following steps:

1. Select the Start button.

The Start menu appears.

2. Select Programs.

3. Select the application folder that contains PassageWay Telephony

Manager. (The default application folder is PassageWay Telephony

Manager.)

4. Select PassageWay Telephony Manager.

The Telephony Manager window appears. Refer to the online help to

use Telephony Manager.

3-3

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Using Phonebook

Phonebook is a card file application that serves as your phone book in which

you store names, addresses, and phone numbers. By clicking the mouse, you

can place calls directly from Phonebook.

To understand how Phonebook operates, it is helpful to recall how a card file

works. A card file is a unit that stores separate index cards, which are sorted

according to whatever method you want (usually alphabetical order) and

contain specific information you enter. When you obtain a new card file, it is

usually empty. You must then enter data on a card and add the card to the

card file. Eventually, the card file contains a “bank” of cards. If you want to

modify a card in the card file, you must find the card in the card file, remove

it, make your changes, and then place it back to its position in the bank. If you

want to delete a card, you must locate the card in the card file and remove it

(usually, you throw it away).

Each Phonebook directory can be thought of as being a separate card file

unit. Each Phonebook directory contains separate data entries, which are

referred to as “cards.” Each Phonebook directory can contain a maximum of

20,000 cards. These cards contain specific information that you enter. When

you create a new Phonebook directory, it does not contain any cards. The

card list box, which lists the cards present in the directory, is empty, and the

Card Contents form displays a blank card. As with a card file, you must then

access a new, blank card (via the Add button), enter data on the blank card,

and add the new card to the Phonebook (via the Save button).

If you want to modify a card in the Phonebook directory, you must find the

card that you wish to modify, remove it from the card list box, make your

changes to the card (via the Edit button), and then place it back in the card

list box (via the Save button). If you want to delete a card, you must locate the

card in the card list box and delete it (via the Delete button) from the

directory.

3-4

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Unlike a card file, Phonebook enables you to perform the following tasks

quickly and easily:

place calls directly from a card

modify the card field labels for all the cards in all of the Phonebook

directories

include notes for each card

You can convert your existing telephone number/address files (such as

AT&TCall files and Message Manager files) into Phonebook files by selecting

the Importcommand from the File menu in Phonebook. Be sure to check the

Phonebook online help for complete instructions on importing existing files

into Phonebook. (See the “Import files into a Phonebook directory” topic,

which is located under “Exporting/Importing Information” in the online help.)

Starting Phonebook

To start Phonebook:

1. Select the Start button.

The Start menu appears.

2. Select Programs.

3. Select the application folder that contains PassageWay Phonebook.

(The default application folder is PassageWay Telephony

Manager.)

4. Select PassageWay Phonebook.

The PassageWay Phonebook window appears. Refer to the online

help to use Phonebook.

If Telephony Manager is running, you can also start Phonebook by

choosing the Phonebook button in the Telephony Manager window.

3-5

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Using Log Manager

Log Manager is an application that stores information on incoming and

outgoing calls by automatically generating a call record. The information

stored includes the date, time and duration of the call, the number dialed or

the number received, the status of the call, the type of call, the subject of the

call, and the name of the person. Log Manager allows you to add and modify

the notes for a call record.

The Log Manager window displays a list of all call records in the call log. The

list contains a one-line summary of each call. You can select a record from the

list to review a detailed record for that call, to add or modify notes in the

record, or to delete the call record. You can also dial the selected number

from the record.

Each call record consists of the following components:

the name of the caller or called party

the telephone number of the incoming or outgoing call

the time the call started

the duration of the call

the status of the call

the type of call including direction

the subject of the call

any notes you took about the call

3-6

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Starting Log Manager

To start Log Manager:

1. Select the Start button.

The Start menu appears.

2. Select Programs.

3. Select the application folder that contains PassageWay Log Manager.

(The default application folder is PassageWay Telephony

Manager.)

4. Select PassageWay Log Manager.

The Log Manager window appears. Refer to the online help to use

Log Manager.

If Telephony Manager is running, you can also start Log Manager by

choosing the Log button in the Telephony Manager window.

3-7

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Using Anywhere Dialer

Anywhere Dialer is an application that enables you to dial telephone numbers

from any Windows application via Telephony Manager.

Starting Anywhere Dialer

If you specified that you wanted Anywhere Dialer to be added to your Startup

folder during installation, Anywhere Dialer is started automatically when you

start your system. When running, the Anywhere Dialer icon appears in the

system tray on the Windows Taskbar. Figure 3-1 shows the Anywhere Dialer

icon in the system tray.

Figure 3-1. Anywhere Dialer Icon in the System Tray

To start Anywhere Dialer manually:

1. Select the Start button.

The Start menu appears.

2. Select Programs.

3. Select the application folder that contains PassageWay Anywhere

Dialer. (The default application folder is PassageWay Telephony

Manager.)

3-8

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

4. Select PassageWay Anywhere Dialer.

The Anywhere Dialer icon appears in the system tray on the Windows

Taskbar.

Making Calls with Anywhere Dialer

To make a call with Anywhere Dialer:

1. Make sure Anywhere Dialer is running.

2. Open the application that has the telephone number you want to dial.

3. Highlight (that is, select) the telephone number you want to dial.

4. Perform one of the following steps:

Double-click on the Anywhere Dialer icon in the system tray on the

Windows Taskbar.

Right-click the mouse on the Anywhere Dialer icon in the system tray

on the Windows Taskbar. A menu appears. Select Dial

Highlighted Textfrom the menu.

If the Confirm Before Dialingoption is not selected in the menu,

a call appearance appears in the Telephony Manager window, and

the call is placed.

If the Confirm Before Dialingoption is selected in the menu, the

Confirm Double-Click Dialing dialog box appears, displaying the

number that will be dialed. Choose the Yes button to dial the number.

A call appearance appears in the Telephony Manager window, and

the call is placed.

If you do not want the Confirm Double-Click Dialing dialog box to

appear every time you use Anywhere Dialer, select the Confirm

Before Dialingoption in the Anywhere Dialer menu. A check next

to this option indicates that the dialog box will be displayed when you

try to place a call with Anywhere Dialer.

3-9

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

When Anywhere Dialer places a call, the Telephony Manager window

becomes active if it is already open (that is, not minimized). If the

Telephony Manager window is minimized, it “pops” open

automatically when Anywhere Dialer places a call. You can set

whether the Telephony Manager window “pops” open if it is

minimized when you make calls using Anywhere Dialer. See “Set

Telephony Manager to pop on dialing” in the Anywhere Dialer online

help.

3-10

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Using Script Editor

Script Editor is an application that enables you to automate routine tasks by

creating scripts that you can run with Telephony Manager. For example, using

Script Editor, you can program automatic “screen pops,” where your

database application searches your files to find a match with the information

for the incoming call (such as the caller ID number or caller ID name)

automatically. If a match is found, the record containing the matching

information in your database application is displayed without you having to

perform any actions.

When you start Script Editor, the Script Editor window is empty. At this point,

you can create a new script or modify an existing script. You can create your

scripts by recording the movements of your mouse or by entering the

keystrokes that you want the script to perform. If you create a script by

entering keystrokes instead of recording the movements of your mouse, the

script will be much more reliable.

Once you create scripts, you can associate them with Function buttons in the

Telephony Manager window or incorporate them into auto-tasks using Auto-

Task Manager.

For example, suppose you have all of your contact information (that is, names

and telephone numbers) in the Microsoft Outlook application. You can create

a script that will perform the following actions to give you screen pops on

incoming calls:

1. Start the Outlook application

2. Take the caller ID name or caller ID number for the call and search for

matching information in Outlook

3. Display the matching record in Outlook (if there is a match)

3-11

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Once you enter the keystrokes and commands to perform the actions

described above, you can incorporate this script into an auto-task in the Auto-

Task Manager, enabling you to have Telephony Manager execute this script

when a call rings at your telephone or when you answer a call.

Starting Script Editor

To start Script Editor:

1. Select the Start button.

The Start menu appears.

2. Select Programs.

3. Select the application folder that contains PassageWay Script Editor.

(The default application folder is PassageWay Telephony

Manager.)

4. Select PassageWay Script Editor.

The Script Editor window appears. Refer to the online help to create

and modify scripts. Be sure to read the Planning Tips and Recording

Tips topics in the online help.

You can also start Script Editor by choosing the ScriptEd button in the

Telephony Manager window.

3-12

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Using Auto-Task Manager

Auto-Task Manager is an application that enables you to specify criteria (for

example, incoming call or outgoing call, calling party number, calling party

name, called party number, called party name, or call prompting digits) that

will “trigger” tasks to run automatically. For example, suppose you wanted to

have certain incoming calls redirected to another extension. Using Auto-Task

Manager, you could specify the calls using the person’s name or phone

number, and then set those calls to trigger a “redirect” task. The criteria and

tasks you specify are know as “auto-tasks.”

Once you create auto-tasks, you add them to an auto-task group, which you

can use with Telephony Manager. When an auto-task group is activated (that

is, selected to be used by Telephony Manager), any calls you make or

receive while Telephony Manager is running will be checked to see if they

match the criteria you specified for any of the auto-tasks in the selected auto-

task group. Telephony Manager checks the criteria of the auto-tasks in the

selected auto-task group in the order in which the auto-tasks are listed in the

auto-task group. The first auto-task that matches the criteria (if any) is then

run (that is, the actions for the specified auto-task are performed).

You can create a maximum of 200 auto-tasks and 100 auto-task groups. An

auto-task can consist of a maximum of 16 actions.

3-13

Download from Www.Somanuals.com. All Manuals Search And Download.

Using the Telephony Manager Applications

Starting Auto-Task Manager

To start Auto-Task Manager:

1. Select the Start button.

The Start menu appears.

2. Select Programs.

3. Select the application folder that contains PassageWay Auto-Task.

(The default application folder is PassageWay Telephony

Manager.)

4. Select PassageWay Auto-Task Manager.

The Auto-Task Manager window appears. Refer to the online help to

create, modify, and activate auto-tasks and auto-task groups.

You can also start Auto-Task Manager by choosing the Auto-Task

button in the Telephony Manager window.

3-14

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Contents

Overview

4-1

Troubleshooting Telephony Manager

4-2

General Troubleshooting for the

PassageWay Service Provider

4-13

4-21

4-23

PassageWay Adapter LEDs

Troubleshooting Connect

4-i

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Overview

This chapter provides information that can assist you in solving problems you

might encounter when you install, start, and use the Telephony Manager

applications. This chapter is divided into the following sections:

Troubleshooting Telephony Manager

General Troubleshooting for the PassageWay Service Provider

PassageWay Adapter LEDs

Troubleshooting Connect

Refer to the appropriate section to find the information required to solve your

particular problem.

If you are using Windows 95, keep in mind that Telephony Manager depends

on Connect in order to communicate with your telephone (when used with the

PassageWay Service Provider). Connect is installed when you install the

PassageWay Service Provider with Windows 95; Connect is not present with

Windows NT 4.0 or later. As a result, Connect may be used to help diagnose

problems with Telephony Manager.

4-1

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Troubleshooting Telephony

Manager

This section presents some common problems that you might encounter while

using Telephony Manager.

Problem 1: No API is available after installation.

If Telephony Manager shows the error "No API available" immediately after

installation, try rebooting the machine and then restarting Telephony Manager.

This will often clear up the problem.

Problem 2: When you start Telephony Manager, a message box appears

displaying the message: TAPI is not installed or a necessary

file is missing or corrupted.

This message can appear if:

TAPI.DLL is not installed on your PC.

TAPI.DLL is corrupted.

The wrong PassageWay Service Provider platform is installed on your

PC.

Uninstall (remove) the PassageWay Service Provider (if installed), restart the

system, and then re-install the PassageWay Service Provider. (Refer to

Chapter 2 to uninstall and install the PassageWay Service Provider.)

4-2

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 3: When you start Telephony Manager, a message box appears

displaying the message: There are no telephony service

providers available on your computer. A service provider

is required for your computer to communicate with your

telephone or modem. Please install and configure a service

provider and try again.

This message appears if the PassageWay Service Provider is not installed on

your PC.

You must have TAPI and the Unimodem or PassageWay Service Provider

(version 2.41 or later) installed on your PC. TAPI is installed automatically

when you install the PassageWay Service Provider.

Install and configure the service provider you want to use. If you want to use

the PassageWay Service Provider, refer to Chapter 2 to install the

PassageWay Service Provider.

Problem 4: When you start Telephony Manager, a message box appears

displaying the message: The telephony service provider

previously in use is no longer available. The remaining

service provider will be used. Note that changing service

providers may affect the availability of certain features

in the application.

This message may appear if either of the following conditions exists:

You had two service providers installed on your PC, but you uninstalled

the service provider that Telephony Manager was using.

You had only one service provider installed on your PC, but you

uninstalled the service provider and then reinstalled it. (In this case,

Telephony Manager is looking for the ID that it assigned to the previous

installation of the service provider.)

4-3

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

If the service provider that Telephony Manager was using is not installed (that

is, you uninstalled the service provider), perform the following steps:

1. Choose the OK button to close the message box.

2. Reinstall the service provider.

3. Restart Telephony Manager.

4. Select the new service provider using the Change Telephony

Provideroption in the View menu.

If the service provider is already installed, choose the OK button in the

message box.

Problem 5: When you start Telephony Manager, a message box appears

displaying the message: Cannot initialize the service

provider.

The service provider is not working properly. If you are using the PassageWay

Service Provider, uninstall the PassageWay Service Provider, restart the

system, and then re-install the PassageWay Service Provider. (Refer to

Chapter 2 to uninstall and install the PassageWay Service Provider.)

Problem 6: When you start Telephony Manager, a message box appears

displaying the message: Service Provider not started.

No service provider is configured. Choose the OK button to close the

message box and configure the service provider.

Problem 7: When you start Telephony Manager, a message box appears

displaying the message: There is not enough memory available

to run this application. Please close some other

applications or restart Windows and try again.

Close any other applications that may be running and then restart Telephony

Manager.

4-4

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 8: Telephony Manager starts successfully, but the following

message is displayed in the Call Status area at the bottom of the

Telephony Manager window: Telephony is not available.

If you are using the PassageWay Service Provider, there may be a problem

with your telephone, the connection between your telephone and your PC, or

your company's DEFINITY system. Perform the following steps:

1. Check the connection between your PC and your telephone or

PassageWay adapter.

2. Check the connection between the wall jack and your telephone or

PassageWay adapter.

3. Restart Telephony Manager.

If this message still appears, contact your DEFINITY System Manager.

If you are not using the PassageWay Service Provider, there may be a

problem with your modem, the connection between your modem and your PC

or your telephone line. Perform the following steps:

1. Check the connection between your PC and your modem.

2. Check the connection between the wall jack and your modem.

3. If you have an external modem, check that it is plugged in.

4. Restart Telephony Manager

Problem 9: Existing calls are not displayed in the Telephony Manager

window when you start Telephony Manager.

Any calls that you make or receive after you start Telephony Manager will

appear in the Telephony Manager window.

4-5

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 10: The Mute and Volume Control buttons are disabled.

The Mute button and Volume Control buttons only work with 8411 telephones

and Callmaster VI telephones. However, the Mute button will not work with an

8411 telephone if an external speaker is installed.

Problem 11: During a conference call started by another caller, you are

unable to drop/hang up from the call while using the telephone handset.

If you are participating in a conference call that was started by another caller

(that is, you did not start the conference) and you are not using your

speakerphone, you will be unable to use Telephony Manager to hang up from

the conference. To hang up, you must place the handset back in the cradle.

Problem 12: During a conference call, the information in the Conference

Manager is not updated as participants drop from the call.

If you have a conference and participants hang up, the Conference Manager

will not update the information to reflect the participant(s) that dropped. If all

but one of the participants drop (that is, you are now talking to only one

participant), the Telephony Manager Switch Information area will change from

showing “CONFERENCE” to showing the information for the participant to

whom you are talking.

NOTE:

Once participants start dropping from the conference, the Drop Last

button in the Conference Manager may not work properly. Additionally,

if you are only talking to one participant, the Drop Last button will hang

up on that participant and then go off-hook again. Also, choosing the

Hangup button in the Telephony Manager window will display the

Confirm Drop Conference dialog box, even though you are no longer on

a conference.

4-6

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 13: The Drop Last button does not function properly in the

Conference Manager.

If you use the Conference Manager, it is possible that you may encounter a

problem using the Drop Last feature in the Conference Manager window.

After a conference is established and parties drop off of the conference (that

is, the far end party leaves the conference), the Telephony Manager

Conference Manager will not update to reflect just the parties that remain on

the conference. Additionally, if all but one of the parties drop from the

conference, you are no longer in a conference. However, the Conference

Manager is still not updated. The problem that exists here is that pressing the

Drop Last button will act peculiarly if you are using the speakerphone. It will

drop the party to whom you are talking and then go back off-hook.

Problem 14: Starting conferences from your telephone.

The conference will be tracked by the Telephony Manager except Drop Last

in the Conference Manager may not work properly. To ensure that Telephony

Manager handles conference calls properly, you should establish the

conference using Telephony Manager.

Problem 15: Incoming calls are treated as outgoing calls.

A few types of calls that you might consider to be incoming calls are actually

treated by Telephony Manager as if they were outgoing calls. These include

internal auto-answer, call pickup, and answer back (for parked calls). The

impact is that they will not pop Telephony Manger on ringing, nor cause

Phonebook or Notes to pop on answer (if these options are set). Also, in Log

Manager, these calls will show up as outgoing calls.

4-7

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 16: Call Forwarding is not supported on phones without

speakerphones.

Due to a limitation with the Service Provider, call forwarding is not supported

on telephones that do not have speakerphones. This is true even if you go

off-hook on such a telephone.

Additionally, the Send All Calls (SAC) feature is not supported on these

telephones unless a feature button is administered. If you are trying to use

the SAC feature solely with a feature access code (FAC) that is defined in the

Configurator of the Service Provider, this feature will not work.

Problem 17: There is a long delay before you are able to place a call on

hold.

Due to a limitation with the PassageWay hardware, you may experience a

long delay (around six or more seconds) before you can place a call on hold.

This problem is most often seen when trying to place a call after answering an

incoming call.

Problem 18: You are unable to use the Conference and Transfer features.

If your telephone is configured with one bridged call appearance or multiple

bridged call appearances to different extensions, you will be unable to

conference and transfer calls using Telephony Manager (and any other TAPI

application). This situation will not occur if you have more than one bridged

appearance for each number.

Problem 19: You are unable to drop/hang up a call using a 500A headset

adapter.

If you are using a 500A headset adapter, you will be unable to drop/hang up

calls using a TAPI application such as Telephony Manager. (Even if the

person you are talking with hangs up, your telephone will still be “off hook.”)

You must manually disconnect the call.

4-8

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 20: You are unable to hear digits being dialed when making

calls with Telephony Manager (or other TAPI applications).

If you have a 7403, 7405, or 7407D01A telephone, you will not hear the digits

being dialed when you make calls with TAPI applications such as Telephony

Manager. Even though you cannot hear the digits being dialed, the call will be

completed properly.

Problem 21: Calls are not being completed.

Telephony Manager dials the call, but the call fails (that is, you hear a “fast-

busy” signal or an announcement that the call could not be completed). Insert

a ^in front of the number you are dialing and then dial the number. The ^

character disables TAPI from prepending digits for that particular call.

Problem 22: When you receive a call, two call appearances appear in the

Telephony Manager window.

This situation occurs if you are a member of a call pickup group, and you did

not specify the location of the Call Pickup button on your telephone when you

configured the PassageWay Service Provider. Both of the call appearances

represent the same call. If you answer one of the calls, the other call

appearance disappears.

To solve this problem, perform the following steps:

1. From the View menu in Telephony Manager, choose Telephone

Setup.

The PassageWay Configurator - COM Port dialog box appears.

2. Choose the Continue button until you access the Feature Buttons

dialog box.

3. In the Feature Buttons dialog box, choose the button where your Call

Pickup button is assigned.

A submenu appears.

4-9

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

4. Choose Call Pickup.

The Call Pickup label appears on the button.

5. Choose the Continue button.

The Feature Access Codes dialog box appears.

6. Choose the Continue button.

The PassageWay Configurator - Complete message box appears.

7. Choose the OK button.

8. Restart Telephony Manager.

Problem 23: You cannot access the Dialpad window when any dialog

box is open.

To use the Dialpad window, you must first close the open dialog box(es).

Problem 24: You are unable to transfer calls with Telephony Manager

when other TAPI applications are also running.

If you are running Telephony Manager and other TAPI applications (such as

Snap) at the same time, and you did not start Telephony Manager first, you

will be unable to transfer calls using Telephony Manager. If you are going to

use Telephony Manager with other TAPI applications, make sure you start

Telephony Manager before the other TAPI applications.

Problem 25: You have programmed a Function button with the Call

Answer Back feature, but this Function button does not work.

If you are using Windows 95, a Function button programmed with the Call

Answer Back feature will not work. However, you can use this feature by

programming the feature access code for the Call Answer Back feature as a

Speed Dial. When you want to use the Call Answer Back feature, choose the

Speed Dial to which you programmed the Call Answer Back feature access

code. Consult your DEFINITY System Manager for this access code.

4-10

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 26: When you start Phonebook or Log Manager, you receive the

following message: Run-Time Error 7 - Out of Memory.

If you are using Windows 95, there is either not enough memory or not

enough hard disk space available to start Phonebook or Log Manager. Close

some other applications that are running and then try to start Phonebook or

Log Manager. If Phonebook or Log Manager still does not run, free up some

disk space and then try to start the application.

If you are using Windows NT 4.0 or later, there is not enough memory

available to start Phonebook or Log Manager. Close some applications that

are running and then try to start Phonebook or Log Manager.

Problem 27: When you start Phonebook or Log Manager, you receive the

following message: Memory could not be read.

There is not enough hard disk space available on your Windows NT system to

start Phonebook or Log Manager. Free up some disk space and then try to

start Phonebook or Log Manager.

Problem 28: Phonebook is using an old database file.

When you remove (uninstall) the Telephony Manager software, not all of the

files are removed (see "Removing Telephony Manager"). The database files

you may have created will remain. The configuration files used by the

software will also remain. If you then install the software again, you will find

that the Phonebook application will open the old database file. This may be

disconcerting if the second installation of the software is in a different

directory. If you do not want to use this database, you should create a new

database in the desired directory.

Problem 29: When you start Log Manager, an error message appears

indicating that a database is corrupted.

Call the Lucent Technologies Customer Care Center at 1 800 242-2121.

4-11

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 30: Scripts you created with Script Editor are not working

properly.

If your script is not working properly, try to identify where the script is failing,

and insert a delay at those points in the script. If this does not solve your

problem, try recreating the script without using your mouse (that is, use

keystrokes and commands). Scripts that consist of keystrokes and

commands are more reliable than scripts that contain recorded mouse

movements.

Also, open your applications before you start recording. Using desktop short

cuts and the Start menu during recording may cause problems with your

script.

4-12

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

General Troubleshooting for the

PassageWay Service Provider

This section presents some common problems you might encounter while

using TAPI applications such as Telephony Manager with the PassageWay

Service Provider. For each problem, a strategy is presented that you can

follow to isolate and solve your problem.

Problem 1: When you start the PassageWay Configurator, a message

box appears displaying the message: PassageWay Link Not Found.

This message box appears if at least one of the following conditions exists:

The COM port you selected in the PassageWay Configurator - COM

Port dialog box is not the COM port to which you connected the 8411

telephone, Callmaster VI telephone, or PassageWay adapter.

A telephony application is currently running on your PC.

There is a problem with the connection between your PC and your

8411 telephone, Callmaster VI telephone, or PassageWay adapter.

You are using a PassageWay adapter that is incompatible with your

telephone (that is, you are using a 4-wire PassageWay adapter with a

2-wire telephone, or you are using a 2-wire PassageWay adapter with a

4-wire telephone).

Your PassageWay adapter is not receiving power.

Your PassageWay adapter is defective.

4-13

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Perform the following steps:

1. Make sure no telephony applications are running on your PC. If any

telephony applications are running, close them.

2. Look at the back of your PC and verify the COM port to which the

serial cable from your 8411 telephone, Callmaster VI telephone, or

PassageWay adapter is connected.

3. Check the PC-side and telephone-side cabling associated with your

8411 telephone, Callmaster VI telephone, or PassageWay adapter.

Insure that all of the cables are completely inserted into the correct

jacks. If you have a PassageWay adapter, refer to "Installing the

PassageWay Adapter" in Chapter 2. If you have an 8411 telephone,

refer to "Connecting Your 8411 Telephone to Your PC" in Chapter 2. If

you have a Callmaster VI telephone, refer to "Connecting Your

Callmaster VI Telephone to Your PC" in Chapter 2.

4. If you have a PassageWay adapter, look at the LEDs on top of the

adapter.

If the LED is "off," your telephone system may not support the remote

powering of adjuncts. Consult your DEFINITY System Manager to

obtain the proper wall power supply to power your PassageWay

adapter or to correct any wiring problems that may be the cause. If

you already have an auxiliary power supply installed, make sure it is

installed properly. Refer to "Installing the PassageWay Adapter" in

Chapter 2.

If both LEDs are "blinking," perform the following steps:

a. Determine whether you have a 2-wire or 4-wire telephone.

If you have a 6400 Series telephone, you have a 2-wire

telephone, which requires a 2-wire PassageWay adapter.

If you have a 7400 Series telephone, you have a 4-wire

telephone, which requires a 4-wire PassageWay adapter.

4-14

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

If you have an 8400 Series telephone (with display), press the

following buttons on your telephone dialpad: SHIFT MUTE # #.

The bottom, left-corner of the telephone's display will show

either LINK:2Wor LINK:4W. LINK:2Windicates that you have a

2-wire telephone, while LINK:4Windicates that you have a 4-wire

telephone.

b. Look at the bottom of your PassageWay adapter to determine

whether it is a 2-wire adapter or a 4-wire adapter. If the label

states, "PassageWay Solution Two-Wire DCP Interface," you have a

2-wire PassageWay adapter, which only operates with 2-wire

telephones. If the label does not state, "PassageWay Solution Two-

Wire DCP Interface," you have a 4-wire PassageWay adapter,

which only operates with 4-wire telephones.

Contact your DEFINITY System Manager if your PassageWay

adapter is incompatible with your telephone.

5. Choose the OK button in the PassageWay Link Not Found message

box, and then choose the Auto Detect button in the PassageWay

Configurator - COM Port dialog box.

Problem 2: You are unable to dial from a TAPI-compliant application.

Perform the following steps:

1. Start the PassageWay Configurator and verify that the PassageWay

Service Provider was installed and configured properly.

2. If you are using Windows NT, proceed to Step 3.

If you are using Windows 95, close all telephony applications, and

then run Connect. Select

from the Setup menu, and

Test Link

follow the instructions on the screen.

NOTE:

Connect is only available on Windows 95.

4-15

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

If the PassageWay Link Test fails, note the error number and refer to

the next section, "Troubleshooting Connect."

If all tests pass successfully, run the TAPI-compliant application.

3. Verify that you have an up-to-date version of the PassageWay

firmware in your 8411 telephone or PassageWay adapter. You must

have an up-to-date version of the PassageWay firmware before you

can use any TAPI-compliant applications.

NOTE:

If you have a Callmaster VI telephone, you cannot update the

PassageWay firmware.

To verify the PassageWay firmware:

a. Select the Start button.

The Start menu appears.

b. Select Programs.

c. Select the application folder that contains the PassageWay Service

Provider. (The default application folder is PassageWay for

DEFINITY.)

d. Perform one of the following steps:

If you are using Windows 95, select PassageWay Connect.

If the Connect button appears at the bottom of your screen, the

PassageWay firmware is up to date. Close Connect.

If a dialog box appears informing you that the PassageWay

firmware is out of date, choose the Yes button to load (or "pump")

the new PassageWay firmware to the 8411 telephone or

PassageWay adapter. Follow the on-screen prompts to "pump"

the new firmware. When you are finished, close Connect.

4-16

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

If you are using Windows NT 4.0 or later, select PassageWay

Pumpware Module.

A dialog box appears informing you whether the PassageWay

firmware is out of date.

If the dialog box states that the PassageWay firmware is out of

date, choose the Yes button to load (or "pump") the new

PassageWay firmware to the 8411 telephone or PassageWay

adapter.

If the dialog box states that the PassageWay is up to date,

choose the No button.

The PassageWay firmware is now verified.

Problem 3: You are unable to hang up calls from your TAPI application

using a 6400 Series telephone.

Perform the following steps:

1. Start the PassageWay Configurator and verify that you specified a

Drop button in the Feature Buttons dialog box. Also verify that you

specified the correct location of the Drop button in the Feature

Buttons dialog box.

2. Contact your DEFINITY System Manager to verify that a Drop feature

button is programmed on your telephone.

Problem 4: A message box appears displaying the message:

A required component of the DEFINITY Service Provider is

corrupt. The registry does not contain a SwitchType

setting. Re-installing the DEFINITY software may fix this

problem.

Uninstall and reinstall the PassageWay Service Provider.

4-17

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 5: A message box appears displaying the message:

A required component of the DEFINITY Service Provider is

corrupt. The registry contains an inconsistent

SwitchType. Re-installing the DEFINITY software may fix

this problem.

Uninstall and reinstall the PassageWay Service Provider.

Problem 6: A message box appears displaying the message:

A required component of the DEFINITY Service Provider is

corrupt. The registry does not contain a valid

PassageWayPath setting. Re-installing the DEFINITY

software may fix this problem.

Uninstall and reinstall the PassageWay Service Provider.

Problem 7: A message box appears displaying the message:

A required component of the DEFINITY driver (file name) is

missing. Re-installing the DEFINITY software may fix this

problem.

Uninstall and reinstall the PassageWay Service Provider.

Problem 8: A message box appears displaying the message:

A required component of the DEFINITY driver (file name) is

corrupt. Re-installing the DEFINITY software may fix this

problem.

Uninstall and reinstall the PassageWay Service Provider.

Problem 9: A message box appears displaying the message:

A required component of the DEFINITY driver (file name)

could not initialize properly. Check your COM port

setting.

Uninstall and reinstall the PassageWay Service Provider.

4-18

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 10: A message box appears displaying the message:

A required component of the DEFINITY driver (file name)

could not initialize properly. Re-installing the DEFINITY

software may fix this problem.

Uninstall and reinstall the PassageWay Service Provider.

Problem 11: A message box appears displaying the message:

A required registry entry of the DEFINITY Service Provider

is missing (DEFINITY). Re-installing the DEFINITY software

may fix this problem.

Reinstall the PassageWay Service Provider.

Problem 12: A message box appears displaying the message: The

DEFINITY adapter firmware is out of date. Please upgrade

the firmware.

Choose the OK button and update the PassageWay firmware.

To update the PassageWay firmware, perform the following steps:

1. Select the Start button.

The Start menu appears.

2. Select Programs.

3. Select the application folder that contains the PassageWay Service

Provider. (The default application folder is PassageWay for

DEFINITY.)

4. Perform one of the following steps:

If you are using Windows 95, select PassageWay Connect.

A dialog box appears informing you that the PassageWay firmware

is out of date.

4-19

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Choose the Yes button to load (or "pump") the new PassageWay

firmware to the 8411 telephone or PassageWay adapter.

Follow the on-screen prompts to "pump" the new firmware.

When you are finished, close Connect.

If you are using Windows NT 4.0 or later, select PassageWay

Pumpware Module.

A dialog box appears informing you that the PassageWay firmware

is out of date.

Choose the Yes button to load (or "pump") the new PassageWay

firmware to the 8411 telephone or PassageWay adapter.

Follow the on-screen prompts to “pump” the new firmware.

4-20

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

PassageWay Adapter LEDs

This section describes the error conditions represented by the LEDs on top of

the PassageWay adapter.

Problem 1: All LEDs are "off."

This indicates that your PassageWay adapter is not receiving power. Your

telephone system wiring may not support the remote powering of adjuncts.

Consult your DEFINITY System Manager to obtain the proper wall power

supply to power your PassageWay adapter or to correct any wiring problems

that may be the cause.

If you already have an auxiliary power supply installed, make sure it is

installed properly. Refer to "Installing the PassageWay Adapter" in Chapter 2.

Problem 2: Both LEDs are "blinking."

This indicates that your PassageWay adapter is incompatible with your

telephone (that is, you are using a 4-wire PassageWay adapter with a

2-wire telephone, or you are using a 2-wire PassageWay adapter with a 4-wire

telephone).

1. Determine whether you have a 2-wire or 4-wire telephone.

If you have a 6400 Series telephone, you have a 2-wire telephone,

which requires a 2-wire PassageWay adapter.

If you have a 7400 Series telephone, you have a 4-wire telephone,

which requires a 4-wire PassageWay adapter.

If you have an 8400 Series telephone (with display), press the

following buttons on your telephone dialpad: SHIFT MUTE # #.

The bottom, left-corner of the telephone's display will show either

LINK:2Wor LINK:4W. LINK:2Windicates that you have a 2-wire

telephone, while LINK:4Windicates that you have a 4-wire

telephone.

4-21

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

2. Look at the bottom of your PassageWay adapter to determine whether

it is a 2-wire adapter or a 4-wire adapter. If the label states,

"PassageWay Solution Two-Wire DCP Interface," you have a 2-wire

PassageWay adapter, which only operates with 2-wire telephones. If

the label does not state, "PassageWay Solution Two-Wire DCP

Interface," you have a 4-wire PassageWay adapter, which only

operates with 4-wire telephones.

Contact your DEFINITY System Manager if your PassageWay adapter

is incompatible with your telephone.

4-22

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Troubleshooting Connect

This section presents some common problems that you might encounter while

using Connect. For each problem, a strategy is presented that you can follow

to isolate and solve your problem.

NOTE:

Connect is only present with Windows 95. Connect is not present with

Windows NT 4.0 or later.

Problem 1: Connect displays the message: This application

requires a serial portand terminates.

This message indicates that Connect cannot find an available serial port on

your system. This message will most likely appear immediately after you have

completed the installation of the PassageWay software using the setup

program since this is the first time Connect tries to run.

If you do not have an available serial port (for example, if you have only one

serial port, and this port is being used by your mouse), you will need to add

an additional serial port to your PC in order to use the PassageWay Service

Provider. Your computer vendor can assist you in obtaining the necessary

hardware to add another serial port. See Appendix A for more information.

If you are certain that you have an available serial port (other than a port

being used by your mouse), the available port might be disabled, in which

case Connect will be unable to detect its presence.

If you are able to determine that your PC has no active COM ports, or only

COM1 is active (but is used by your mouse under Windows), you will need to

either purchase an additional COM port for your PC or consult your PC's

hardware documentation to determine how to re-enable a COM port that

might be disabled. (Refer to Appendix A for information on COM ports.) Re-

enabling a COM port may require changing the placement of a jumper on

your computer's system board or running your PC's setup program.

4-23

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 2: Connect displays its Communications Error dialog box

within a few seconds after it is run.

This message indicates that Connect cannot communicate properly with your

telephone. This message can appear for one of the following reasons:

If you have an 8411 telephone or Callmaster VI telephone, your

telephone is not connected properly to your PC serial port. If you do

not have an 8411 telephone or Callmaster VI telephone, your

PassageWay adapter is not connected properly to your PC serial port

and/or your telephone.

Your 8411 telephone, Callmaster VI telephone, or PassageWay adapter

is not receiving power.

Connect is administered to use a different serial port than the one to

which the telephone is connected.

One or more cables and/or adapters are damaged, not properly

attached, or not compatible with the PassageWay Service Provider.

You should follow the instructions provided in this dialog box to troubleshoot

the problem. These instructions ask you to verify the following items:

The PC-side and phone-side cabling are connected properly.

If you have an 8411 telephone or Callmaster VI telephone, insure that

the phone cord between the wall jack and the jack marked "Line" on the

telephone is completely inserted into both the wall jack and the jack

marked "Line" on the telephone. A proper connection is confirmed by a

tactile "click" as the cord is fully inserted.

If you do not have an 8411 telephone or Callmaster VI telephone,

insure that the 7-foot phone cord between the jack marked "Line" on

the telephone and the jack marked "Phone" on the PassageWay

adapter is completely inserted into both jacks. A proper connection is

confirmed by a tactile "click" as the cord is fully inserted.

4-24

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Also insure that any RS-232 cables and adapters that you might be

using to connect the telephone or PassageWay adapter to your PC are

NOT null modem cables (a special type of cable), and that the total

length of the combined RS-232 cabling does not exceed about 40 feet

(the length should be as short as is convenient for your setup).

Insure your 8411 telephone or Callmaster VI telephone is receiving

power.

If your 8411 telephone or Callmaster VI telephone is not receiving

power, you should consult your account representative or authorized

dealer to obtain the proper wall power supply to power your telephone

or to correct any wiring problems that may be the cause.

Insure your PassageWay adapter is receiving power (as indicated by

the illumination of the power LED).

If you have verified that the PassageWay adapter is properly

connected to your telephone, yet the LED on the adapter is NOT

illuminated, your telephone system wiring may not support the remote

powering of adjuncts. If this is the case, you should consult you

account representative or authorized dealer to obtain the proper wall

supply to power your PassageWay adapter or to correct any wiring

problems that may be the cause.

Connect's software-based link test passes.

To assist you in diagnosing problems, Connect contains a built-in link

test procedure. This test can be run directly from the Communications

Error dialog box by choosing the Test button.

If the test procedure concludes successfully, Connect is

communicating properly with your 8411 telephone, Callmaster VI

telephone, or PassageWay adapter over the COM port you selected,

and you should select the Continue button on the Communications

Error dialog box to restore normal operation.

If, however, the test fails, an error number will be provided. Refer to the

following pages to interpret the error numbers and to find suggestions

for how to resolve the particular error you encountered.

4-25

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Failure Code -101

Meaning: The Link test could not be completed due to insufficient memory.

Things to Try: Close one or more applications; then retry the Link test.

Failure Code -102, -103

Meaning: The Link test could not be completed because the currently

selected COM port is in use by another application.

Things to Try: Close the application that is using the designated COM port;

then retry the Link test.

Failure Code -104

Meaning: The currently selected COM port is incompatible with PassageWay

Solution.

Things to Try: Try connecting your telephone to a different COM port on your

PC.

Failure Code -111

Meaning: The PassageWay adapter is not receiving power.

Things to Try: If you are using an auxiliary power supply, verify that it is

properly installed. (See Chapter 2 for more information.)

If you are not using an auxiliary power supply, you will need to obtain one

unless your DEFINITY system is wired to provide adjunct power to your

extension. (Your DEFINITY System Manager can provide this information.)

Your Lucent sales representative can supply you with the proper power

supply, if needed.

4-26

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Failure Code -112

Meaning: The connection between your PC's COM port and the 25-pin

connector on your telephone may be faulty.

Things to Try:

Verify that the connection between your PC's COM port and the

telephone is secure.

Verify that the COM port number you selected during the Connect

setup procedure matches the number of the COM port that is

physically connected to your telephone.

If you are using an auxiliary power supply, verify that it is properly

installed.

If you are not using an auxiliary power supply, you will need to obtain

one unless your DEFINITY system is wired to provide adjunct power to

your extension (your System Manager can provide this information).

Your Lucent sales representative can supply you with the proper power

supply, if needed.

Verify the connections between your telephone and your DEFINITY

system.

Failure Code -121

Meaning: Connect is not receiving data over the specified

COM port.

Things to Try: Follow the instructions for failure code -112.

4-27

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Failure Code -122, -142

Meaning: Your PassageWay Link has reported an internal problem.

Things to Try:

Try connecting your 8411 telephone, Callmaster VI telephone, or

PassageWay adapter to a different COM port on your PC.

Verify that the connection between your PC's COM port and the 8411

telephone, Callmaster VI telephone, or PassageWay adapter is secure.

Verify that the COM port number you selected during the PassageWay

Service Provider setup procedure (via the PassageWay Configurator)

matches the number of the COM port that is physically connected to

your 8411 telephone, Callmaster VI telephone, or PassageWay

adapter.

If you are using an auxiliary power supply, verify that it is properly

installed.

If you are not using an auxiliary power supply, contact your System

Manager.

Unplug and plug the cable connected to the Line jack on the back of

the telephone and PassageWay adapter.

Failure Code -123, -131, -141

Meaning: Connect is receiving incorrect data over the specified COM port.

Things to Try: Verify that the COM port number you selected during the

PassageWay Service Provider setup procedure (via the PassageWay

Configurator) matches the number of the COM port that is physically

connected to your 8411 telephone, Callmaster VI telephone, or PassageWay

adapter. This failure usually indicates that the specified COM port is

connected to a modem or data module rather than your telephone or

PassageWay adapter.

4-28

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Failure Code -143

Meaning: The 8411 telephone, Callmaster VI telephone, or PassageWay

adapter is not properly connected to your DEFINITY system. The

PassageWay adapter may also not be properly connected to your telephone.

Things to Try: Verify the connections between your 8411 telephone,

Callmaster VI telephone, or PassageWay adapter and your DEFINITY system.

Failure Code -144

Meaning: The PassageWay adapter is not properly connected to your

telephone.

Things to Try: Verify the connection between your PassageWay adapter and

your telephone.

Failure Code -2xx

Meaning: An unexpected Windows communications error has occurred.

Things to Try: Try closing all applications except Connect and Program

Manager, and then repeat the Link test procedure.

Problem 3: Connect will not work on COM ports other than COM1 and

COM2.

By default, many PCs are not configured to permit the simultaneous use of

three or more COM ports. Specifically, most PCs are configured such that

COM ports are grouped into pairs: COM1 is paired with COM3, and COM2 is

paired with COM4. By default, such PCs permit only one COM port from each

pair to be operating at the same time (for example, COM1 with COM2). COM

ports within the same pair will usually conflict with one another and are not

supported (that is, COM1 with COM3, or COM2 with COM4).

If you cannot get Connect to work properly on COM3, check if another device

is using COM1 at the same time. Similarly, if you cannot get Connect to work

on COM4, determine if another device is using COM2 at the same time. If so,

you may need to make some changes to your PC configuration to support

using the PassageWay Service Provider on COM3 or COM4. Refer to

Appendix A for more information. If you need additional assistance in setting

up devices on COM ports other than COM1 and COM2, consult your PC

hardware vendor.

4-29

Download from Www.Somanuals.com. All Manuals Search And Download.

Troubleshooting

Problem 4: Connect occasionally displays its initialization window while

one or more PassageWay applications are running.

Connect displays its initialization window whenever it establishes (or re-

establishes) communication with the telephone. Generally, this window is

displayed only once, at the time when a single PassageWay application is first

executed. However, if a communications problem occurs at any time,

Connect attempts to clear the problem by reinitializing itself, which causes the

initialization window to reappear temporarily. If this occurs while a

PassageWay application is performing a task involving the telephone, the

operation in progress will be aborted and must be restarted manually once

the initialization window disappears. If no task involving the telephone is in

progress during this process, the operation of PassageWay applications is

unaffected.

The chance of a communications problem depends on your PC's

configuration. The PassageWay Service Provider operates at a data rate of

9600 baud, and it relies on Windows to manage the flow of data through your

PC's serial port. Depending upon the speed of your PC, the number and type

of applications you are using, and various hardware components in your PC

configuration, Windows will be able to manage serial communications with

varying degrees of effectiveness.

If you encounter frequent communications errors using the PassageWay

Service Provider, your PC's current hardware configuration may not support

reliable high-speed communications under Windows. Appendix A includes

information about choosing serial port hardware that can work reliably at high

speeds under Windows.

Problem 5: Connect will not run. It displays the message: Connect must

terminate due to an unexpected communications errorand

then terminates.

This message indicates that Connect cannot communicate with the COM port

you specified using the PassageWay Configurator. Run the PassageWay

Configurator and select a different COM port.

4-30

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

Overview

This appendix provides detailed information about PC serial ports, including

background information about what they are and how they work. It also

explains how Microsoft Windows 3.1 manages serial ports, how to resolve

problems using COM3 or COM4 under Windows, and how to choose serial

port hardware that is well-suited to the PassageWay Service Provider. If you

are familiar with serial port terminology (for example, I/O port addresses,

IRQs, etc.), you may wish to skip over the background section. If not, you

should review the background section before reading further.

If you are having problems using the PassageWay Service Provider on COM3

or COM4, you should refer to "Workarounds and Solutions to the IRQ Conflict

Problem." If you intend to purchase an add-on serial port card for use with

the PassageWay Service Provider, you should refer to "Selecting an Add-On

Serial Port Card" for information that can assist you in selecting a card.

A-1

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

Background

Serial ports (also sometimes referred to as communications ports or COM

ports) are hardware interfaces that permit your PC's microprocessor to

communicate with peripheral devices using a communications standard

called RS-232 (hence, serial ports are also sometimes referred to as RS-232

ports). Many common computer accessories make use of serial ports,

including serial mice, modems, and serial printers.

Under DOS (and Windows, which works cooperatively with DOS), the serial

port interfaces in a PC are uniquely identified by specific device names:

COM1 ("serial communications port 1"), COM2 ("serial communications port

2"), and so on, usually up through COM4. A particular PC might have none of

these devices, some of them, or all of them installed. For example, most PCs

currently on the market arrive from the manufacturer with two serial ports

already installed (COM1 and COM2), often integrated onto the computer's

main system board. Installing additional serial ports (for example, COM3 or

COM4) is usually accomplished by purchasing an add-on card and installing

it into a free expansion slot.

For most purposes (such as configuring software), the generic description of

serial ports provided by their device names is sufficient. For example, during

the PassageWay Service Provider installation procedure, you are asked to

provide the device name of the serial port to which you have connected the

telephone (for example, COM2). Unfortunately, this abstract view of serial

ports is not sufficient for other purposes, notably for troubleshooting

problems: To be able to do this effectively, a basic understanding of serial

port hardware is required. In particular, it is essential to understand the

mechanics by which the computer's microprocessor communicates with serial

port hardware.

A-2

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

The microprocessor/serial port communication consists of two aspects: an

I/O port address and an interrupt request signal (IRQ). The I/O port address

represents a small region of the microprocessor's input/output memory space

that is used to pass data back and forth to the serial port. This memory

region acts something like a mailbox: Outgoing mail (data from the

microprocessor to be transmitted to the peripheral device) is placed in the

mailbox by the owner (the microprocessor) to be picked up by the mail carrier

(the serial port hardware) for subsequent delivery to the destination party (the

peripheral device). In turn, the mail carrier (the serial port hardware) places

incoming mail (data from the peripheral device) into the box to be picked up

by the owner (the microprocessor). This analogy illustrates an additional

important point about I/O port addresses: Just as individual mailboxes help

the residents in a neighborhood keep their mail from getting mixed up, each

device using an I/O port address to communicate with the microprocessor

should have a unique address that does not conflict with that of any other

device.

IRQ Mechanism

The mailbox analogy is also helpful in understanding the IRQ mechanism.

Normally, we place our outgoing mail in our mailbox at any convenient time

before the mail carrier arrives to pick it up. The outgoing mail sits in our

mailbox until the mail carrier arrives, at which time it is picked up and possibly

some incoming mail is placed in the mailbox. Then, some time later, we

check our mailbox and retrieve our new incoming mail. The problem with this

scheme is that it is not very efficient; both the outgoing and incoming mail

spend some time just sitting in the mailbox. A better approach would be if

the mail carrier provided some sort of signal (for example, ringing the

doorbell) to announce his or her arrival, in which case we could hand over the

outgoing mail and pick up the incoming mail immediately.

A-3

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

In the PC architecture, IRQs acts like the doorbell in our analogy: They

provide a method by which hardware devices in the computer can get the

microprocessor's attention to deal efficiently with some process. The serial

port hardware makes use of an IRQ to announce that it is ready to receive

more outgoing data and/or that new data have arrived from the peripheral

device that need to be processed.

Like I/O port addresses, IRQs must generally be unique among the active

hardware devices in a computer system. In the mailbox analogy, the doorbell

is probably not a good signal since virtually anyone could ring the doorbell for

any number of reasons, not just to indicate the arrival of mail. Similarly, if a

particular IRQ signal is used (PCs generally support 16 unique IRQ signals,

denoted IRQ0, IRQ1, and so on, up through IRQ15), the microprocessor must

take the appropriate action for the device associated with that IRQ. If there

is a mix-up, or if more than one device attempts to use the same IRQ at the

same time, a conflict occurs, and the outcome is often unpredictable and

usually undesirable (for example, the computer may "hang"). Because IRQs

are a limited resource, some newer PCs support IRQ sharing, a hardware

mechanism that permits more than one device to make use of the same IRQ,

but most PCs do not. For example, all PCs that use IBM's MicroChannel

Architecture (MCA) support IRQ sharing, as do most PCs that use the

Enhanced Industry Standard Architecture (EISA) design. However, most PCs

in the marketplace -- even new models -- are based on the traditional Industry

Standard Architecture (ISA), which generally does not support IRQ sharing.

NOTE:

IRQ sharing is a PC feature. If your PC supports IRQ sharing, you can

put two COM ports on one IRQ. You will not encounter the types of

complications that this appendix addresses if your PC supports IRQ

sharing.

The specific I/O port address and IRQ that a particular serial port uses is

determined by the hardware configuration of the serial port. Generally, these

parameters cannot be changed for built-in serial ports, but add-on cards

containing serial ports often provide jumpers or switches that can be used to

configure them to use one of several I/O port addresses and IRQ

combinations.

A-4

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

The table below lists the default I/O port addresses and IRQs used by the

serial ports of IBM-PC/AT-compatible computers:

Serial Port

Device Name

COM1

COM2

COM3

I/O Port Address

IRQ

03F8

02F8

03E8

02E8

COM4

The values in this table play an important part in understanding the "wrinkles"

associated with serial ports: although there is provision for up to four serial

ports, with four unique I/O addresses, there are only two unique IRQs

associated with them (recall that most PCs require the IRQs used by each

active device to be unique to avoid conflicts). To understand why, it is useful

to recall what the PC world was like before the widespread availability of

products like Windows.

When the architecture of the current generation of PCs was first being

designed (for the IBM PC/AT), the concept of multitasking was not nearly as

important in the PC marketplace as it is today. Consequently, since DOS

(before Windows) did not permit multiple applications to run simultaneously

(with the notable exception of certain specialized programs such as mouse

drivers), there was little need to provide a mechanism by which several serial

ports could be operated simultaneously. Consequently, the strategy used

was to conserve IRQs by assigning the same IRQ to more than one COM port

(that is, the COM1 and COM3 ports were both assigned to IRQ4, and the

COM2 and COM4 ports were both assigned to IRQ3). Then, under the

assumption that at most two serial ports would be active simultaneously (for

example, COM1 and COM2, which have unique IRQs), conflicts would not

occur.

A-5

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

Serial Ports Under Windows

Unlike the DOS-only world of yesterday, today's multitasking environments

like Windows permit the microprocessor to communicate with up to four active

serial port devices at the same time (COM1 through COM4). For example,

under Windows, if you are using a serial mouse (on COM1) within a terminal

emulator program that operates a data modem (on COM2), while using a fax

board (on COM3) to transmit or receive a fax "in the background," you are

using three serial port devices simultaneously. You might even wish to make

a phone call using the PassageWay Service Provider (on COM4) at the same

time, bringing the total up to four simultaneously active serial port devices.

The fact that Windows permits this kind of powerful multitasking does not

guarantee that the underlying PC hardware can support this level of

operation, at least without some customizing at the hardware level. Since

some PCs can support it by default (for example, those that support IRQ

sharing), Windows does not prohibit you from configuring your system and

attempting tasks like the one in the previous paragraph. Unfortunately, most

PCs cannot support this operation by default, and the most likely result of

attempting the above scenario is "hanging" the PC due to an IRQ conflict. On

such systems, using COM1 along with COM2 is generally fine (recall that

these devices have unique IRQs by default), but the addition of COM3 or

COM4 causes the system to fail.

Fortunately, Windows 3.1 permits complete customization of all parameters

involving serial ports through the Control Panel, including configuring

nonstandard I/O port addresses and IRQs (that is, values different from those

in the table -- these parameters can be viewed and/or modified by selecting

the desired port in the Control Panel's Ports icon, selecting the Settings...

button, and then selecting the Advanced... button). This flexibility offers the

opportunity of salvation for owners of PCs that do not support IRQ sharing

who require the use of three or more COM ports simultaneously.

A-6

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

Workarounds and Solutions to the

IRQ Conflict Problem

It is important to remember that the IRQ conflict is a problem in hardware; it

cannot be resolved in software alone. Consequently, there are only three

alternatives for working around or resolving it:

Workaround 1: Configure your serial devices such that you use only

two at any one time, and those two use serial ports with unique IRQs.

This is the simplest workaround to the IRQ conflict problem, but it does not

solve the underlying conflict. The idea is to assign your peripheral devices to

your available serial ports in such a way as to avoid using any devices

simultaneously which might conflict. For example, if you have a serial mouse

on COM1 (IRQ4), a fax/modem card on COM2 (IRQ3), and your telephone on

COM3 (IRQ4), you cannot effectively use the PassageWay Service Provider

since you need to use your mouse under Windows while TAPI applications are

running.

A better arrangement would be to move the PassageWay Service Provider to

COM4 (IRQ3), which then could be safely used with your mouse on COM1

(IRQ4). In this case, the workaround is to avoid trying to use the PassageWay

Service Provider at the same time you use the fax/modem on COM2, since

the conflict now would be over IRQ3 (COM2 and COM4).

Workaround 2: Replace one or more of your serial peripherals with

equivalent devices that do not require a serial port.

The idea with this approach is to eliminate the conflict by reducing the

number of peripherals in your system that require serial ports. For example,

replacing a serial mouse with a bus mouse (that is, a mouse that requires its

own add-on card) would make another serial port available that then could be

used by another device.

A-7

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

Given the scenario described in item (1) above (that is, a mouse on COM1, a

fax/modem card on COM2, and the PassageWay Service Provider on COM3),

you might buy a bus mouse and configure it to use, say, IRQ2 or IRQ5. This

would then permit you to move the PassageWay Service Provider onto COM1

(IRQ4), where it then could be used simultaneously with both the mouse and

the fax/modem.

Likely candidates for conversion from a serial interface to some other interface

include mice (which can be converted to bus mice) and serial printers (which

can be converted to an additional parallel printer port).

Workaround 3: If your serial port hardware permits you to select IRQs

other than the default ones (IRQ3 and IRQ4), make use of one or more

unused IRQs in your system to assign to each COM port a unique IRQ.

This solution is generally not possible for built-in serial ports since these are

usually "hard-wired" and cannot be changed. Although most add-on cards

containing serial ports permit you to change the IRQs assigned to them, many

cards do not let you select IRQs other than IRQ3 and IRQ4. For example, an

internal modem card generally has jumpers or switches that permit you to

administer the serial interface on the card to be COM1, COM2, COM3, or

COM4, but the I/O port addresses and IRQs associated with each of these

configurations are usually fixed to the settings in the table.

Fortunately, some serial port add-on cards do permit you to select IRQs other

than 3 or 4 (the additional choices are often IRQ2 and IRQ5). If your serial

port hardware provides this flexibility — and at least one of the IRQ numbers

available as an option is currently unused in your PC setup — you can solve

the IRQ conflict directly.

A-8

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

For example, consider once again the scenario of a COM1 mouse, a COM2

fax/modem card, and a COM3 PassageWay Service Provider. If the COM3

serial port is located on an add-on card that permits IRQs other than 3 or 4 to

be selected, you could configure the COM3 serial port to use a different

(available) IRQ in your system, say IRQ5. After making the necessary

changes to the card (for example, adding or removing some jumpers or

adjusting the positions of some switches), the last step would be to configure

Windows to monitor IRQ5 rather than IRQ4 for the COM3 serial port -- this is

accomplished using the Windows Control Panel under the "Ports" option (see

your Windows documentation for details).

If you attempt this solution, you must be certain that you do not choose an

IRQ that is in use by some other device in your system -- if so, you will only

trade one type of IRQ conflict for another. You should be aware that many

common add-on cards use IRQs, including network cards and multimedia

sound cards, both of which are commonly used under Windows. Your PC

hardware vendor can assist you in configuring IRQs. You may also need to

consult the documentation for your PC and any add-on cards that are

installed to determine which IRQs, if any, are available on your system.

A-9

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

Selecting an Add-On Serial Port

Card

This section presents advice on how to choose an add-on serial port card for

use with the PassageWay Service Provider. Because the PassageWay

Service Provider does not have any unique requirements with respect to serial

ports, this advice applies generically to selecting a serial port for use with any

peripheral.

In general, there are two main things to consider when selecting a serial port

for use with the PassageWay Service Provider:

1. Choose a card that offers the flexibility to configure its serial port IRQs

to values other than IRQ3 and IRQ4 (for example, to IRQ2 or IRQ5).

This capability often proves to be very beneficial, especially if you are

purchasing the card to add a COM3 and/or COM4 port to your

system. As was described at length in "Workarounds and Solutions to

the IRQ Conflict Problem," for PCs that do not support IRQ sharing

(which includes most PCs, unfortunately), the ability to relocate the

IRQ for COM3 or COM4 away from the defaults (IRQ4 and IRQ3,

respectively) represents the only direct solution to conflicts that may

arise when attempting to use COM1 along with COM3 or COM2 along

with COM4 under Windows.

If you know that your PC does not support IRQ sharing, or if you are

not sure, it is a good idea to purchase a card with this capability. If

you know that your PC supports IRQ sharing, this capability is not as

potentially important.

A-10

Download from Www.Somanuals.com. All Manuals Search And Download.

PC Serial Ports

2. For best performance with the PassageWay Service Provider, choose

a card that has hardware support for high-speed communications.

The PassageWay Service Provider operates at a relatively high data

rate (9600 baud), and it relies on Windows to manage the flow of data

through your PC's serial port. Depending upon your configuration,

Windows may have problems maintaining high data rates through

traditional serial ports. In these situations, a serial port designed for

high-speed communications can eliminate such problems while

providing a reduced load on the microprocessor (thus increasing the

performance of Windows during data transfers relative to standard

serial ports). In most cases, the price differential for such a card is

quite modest and a worthwhile investment.

Many serial port cards on the market (and most built-in serial ports)

use either the 8250 or 16450 Universal Asynchronous Receiver

Transmitter (UART) as their key component. Although these UARTs

can operate at high speeds, they do not assist the PC's

microprocessor in dealing with high-speed data transfer. Under

Windows, in particular, data can be lost at high baud rates using

these UARTs. If this data loss occurs, the PassageWay Service

Provider cannot function properly.

Whenever possible, select a serial port card that uses the 16550

UART. This industry-standard UART is an improved version of the

16450 with hardware support to help offload the microprocessor

during high-speed data transfers. Windows 3.1 has built-in support

for the 16550, so no special software configuration is required to

obtain the benefits of the 16550's enhanced capabilities. In addition,

any high-speed peripheral can benefit from the 16550 (for example, a

9.6-Kbps or 14.4-Kbps data and/or fax modem), not only the

PassageWay Service Provider.

In general, since there is no way of knowing ahead of time if your

particular PC configuration requires an enhanced serial port for the

PassageWay Service Provider, Lucent strongly recommends that you

purchase a card based on the 16550 UART to insure trouble-free

operation with the PassageWay Service Provider.

A-11

Download from Www.Somanuals.com. All Manuals Search And Download.

Changing the Settings for the

8411 Telephone

Overview

Using the SHIFT and MUTE buttons on your 8411 telephone, you can change

or view the following settings:

Enable or disable the speakerphone (the default is 2-way

speakerphone enabled)

2-digit code: 77or SP

Setting:

1- Enable 2-way speakerphone

2- Enable 1-way speaker

3- Disable 2-way speakerphone

Enable or disable the Mute functions (the default is Mute enabled)

2-digit code: 68or MU

Setting:

1- Enable the Mute function

2- Disable the Mute function

B-1

Download from Www.Somanuals.com. All Manuals Search And Download.

Changing the Settings for the 8411 Telephone

Select a ringing preference for an incoming call when you are busy on

another call (the default is Continuous Ringing)

2-digit code: 74or RG

Setting:

0- No Ring

1- One Ring

2- Continuous Ringing

Enable or disable the status lights (next to Button #9) for the

PassageWay interface (the default setting is Status Lights disabled)

2-digit code: 79or PW

Setting:

1- Enable the status lights

2- Disable the status lights

NOTE:

By default, Button #9 is enabled for use by the PassageWay

status lamp. It is in your best interest to disable this button (using

the SHIFT MUTE code listed above). By disabling the default

setting for this button, you gain one more feature button that you

can program.

Enable or disable the status lights (next to Button #10) for the Analog

(Tip/Ring) Adjunct connected to the Analog Adjunct jack (the default

setting is Status Lights disabled)

2-digit code: 25or AL

Setting:

1- Enable the status lights

2- Disable the status lights

NOTE:

By default, Button #10 is enabled for use by the analog line

status lamps. It is in your best interest to disable this button

(using the SHIFT MUTE code listed above). By disabling the

default setting for this button, you gain one more feature button

that you can program.

B-2

Download from Www.Somanuals.com. All Manuals Search And Download.

Changing the Settings for the 8411 Telephone

Select whether the I-1 Channel or the I-2 Channel will be used for

Analog Adjunct transmission

2-digit code: 42or IC

Setting:

1- Select I1-Channel for Analog Adjunct transmission

2- Select I2-Channel for Analog Adjunct transmission

Set the audio volume control levels for the speakerphone and handset

(the default is retention of the current volume settings for both

speakerphone and handset until you change the settings)

2-digit code: 48or HV

Setting:

0- Fix the handset volume at a mid-range level, and

reset the speakerphone volume level to a mid-range level

after each call

1- Retain the handset and speakerphone volume at the

current volume level (that is, the volume level does not

automatically revert back to the mid-range level after

each call)

2- Fix the handset volume at a mid-range level, and

retain the speakerphone at its current level (does not

revert back to mid-range level after each call)

3- Reset the handset and speakerphone volume to its

mid-range volume level after each call

View the settings for the Speakerphone, Mute, Handset Expander, and

Ringer Preference options

2-digit code: 00

NOTE:

You can perform this procedure only with an 8411D telephone.

B-3

Download from Www.Somanuals.com. All Manuals Search And Download.

Changing the Settings for the 8411 Telephone

View the settings for the Compander, Display Font (Domestic or

International), DLI, Primary level, and Adjunct level

2-digit code: 11

NOTE:

You can perform this procedure only with an 8411D telephone.

View the software version currently installed in the 8411 telephone and

determine whether the telephone is operating in 4-wire or 2-wire mode.

2-digit code: ##

NOTE:

You can perform this procedure only with an 8411D telephone.

B-4

Download from Www.Somanuals.com. All Manuals Search And Download.

Changing the Settings for the 8411 Telephone

Programming Procedure

This section describes how to change or view the setting for your 8411

telephone.

NOTE:

You can view the settings for your telephone only if you have an 8411D

telephone.

To change or view the settings for your 8411 telephone:

NOTE:

Make sure the ringer is off, and the display (if present) is in

Normal mode. If a headset adapter is connected to the

telephone, make sure it is in the on-hook state.

1. While the telephone is on hook (that is, the handset is hung up, and

the speakerphone is off), press SHIFT.

The light next to SHIFT goes on.

2. Press MUTE.

The light next to SHIFT goes off.

3. Enter the 2-digit code for the option you want to set or view.

4. If you are changing a setting, enter the new setting.

NOTE:

If you have an 8411D telephone, you can press the *button to

scroll through each available setting. You can press the #

button to save the displayed setting and exit programming

mode.

B-5

Download from Www.Somanuals.com. All Manuals Search And Download.

PassageWay Service Provider

Planning Form

Overview

This appendix provides a planning form to help you configure the

PassageWay Service Provider. On this form, record the following information:

the type of telephone you have

the feature access codes for your DEFINITY system. Consult your

DEFINITY System Manager for these access codes

Use this form when you install and configure the PassageWay Service

Provider.

NOTE:

If your company has a DEFINITY G3 V5 or later system, you can

download the configuration information for your telephone from the

DEFINITY system automatically. However, to use this feature, you must

know the PASTE feature access code for your DEFINITY system. If your

DEFINITY system supports the PASTE feature, you only need to know

the following information:

the type of telephone you have

the PASTE feature access code for your DEFINITY system

C-1

Download from Www.Somanuals.com. All Manuals Search And Download.

PassageWay Service Provider Planning Form

Telephone Type: _____________________________________

Feature

DEFINITY Feature Access Code

PASTE

Auto Call Back Off

Auto Call Back On

Call Answer Back

Call Park

Call Pickup

Forward Off

Forward On

Leave Word Calling

C-2

Download from Www.Somanuals.com. All Manuals Search And Download.

PassageWay Service Provider Planning Form

Leave Word Cancel

Priority

Send All Calls Off

Send All Calls On

Speed Call Program

C-3

Download from Www.Somanuals.com. All Manuals Search And Download.

Index

AT&TCall

convert files to Phonebook, 2-82, 3-5

import files to Phonebook, 2-82, 3-5

AutoSizing

setting, 2-70

Auto-Task Manager

overview, 3-13

6400

6400 Series telephones

configuring, 2-50

starting, 3-14

using, 3-13

7400

7400 Series telephones

configuring, 2-32

Call Answer Back

troubleshooting, 4-10

Call Appearance area, 2-70

call appearances

set minimum number, 2-70

set number, 2-70

8400

8400 Series telephones

configuring, 2-32

8411 telephones

installing serial cable, 2-16

programming with SHIFT MUTE

codes, B-1

call forwarding

troubleshooting, 4-8

caller ID matching, 2-78

Callmaster telephones

configuring, 2-32

Callmaster VI telephones

installing serial cable, 2-17

COM ports

overview, A-1

conference calls

troubleshooting, 4-6, 4-7, 4-8

Connect

troubleshooting, 4-23

Anywhere Dialer

make calls, 3-9

overview, 3-8

starting, 3-8

using, 3-8

application programming interface, 1-4

area code

set for TAPI, 2-74

IN-1

Download from Www.Somanuals.com. All Manuals Search And Download.

Index

dial prefixes

local calls

set for TAPI, 2-74

Dialpad window

set for TAPI, 2-74

Log Manager

troubleshooting, 4-10

documentation conventions, 1-7

Drop Last button

overview, 3-6

starting, 3-7

troubleshooting, 4-11

using, 3-6

troubleshooting, 4-7

long-distance calls

set for TAPI, 2-74

headsets

troubleshooting, 4-8

help, 1-6, 1-8

hold calls

make calls

Anywhere Dialer, 3-9

troubleshooting, 4-9, 4-10

Message Manager

troubleshooting, 4-8

convert files to Phonebook, 2-82, 3-5

import files to Phonebook, 2-82, 3-5

Mute button

installation checklist, 2-13

installing

troubleshooting, 4-6

PassageWay adapter, 2-18

PassageWay Service Provider, 2-24

PassageWay Telephony Manager, 2-66

serial cable for 8411, 2-16

online help, 1-6

serial cable for Callmaster VI, 2-17

INTUITY Message Manager

convert files to Phonebook, 2-82, 3-5

import files to Phonebook, 2-82, 3-5

IN-2

Download from Www.Somanuals.com. All Manuals Search And Download.

Index

Paste feature

requirements, 2-12, 2-35, 2-53

Phonebook

import files, 2-82, 3-5

overview, 3-4

set options, 2-78

starting, 3-5

troubleshooting, 4-11

using, 3-4

Planning Form

PassageWay adapter

installing, 2-18

local power supply, 2-19

telephone closet power, 2-22

troubleshooting, 4-21

wire closet power, 2-22

PassageWay Service Provider

installing, 2-24

overview, 1-4, 2-11

Paste feature, 2-12, 2-35, 2-53

planning form, A-1

removing, 2-83

PassageWay Service Provider, A-1

requirements, 2-12

setting up, 2-13

troubleshooting, 4-13

uninstalling, 2-83

removing

PassageWay Service Provider, 2-83

Telephony Manager, 2-84

PassageWay Telephony Manager

components, 2-6

configuring, 2-70

existing users, 2-4

installing, 2-66

new features, 1-4

new installation, 2-1

new users, 2-1

overview, 1-1, 3-2

removing, 2-84

requirements, 2-6

running, 3-3

set Phonebook options, 2-78

starting, 2-70, 3-3

troubleshooting, 4-2

upgrading, 2-4

Script Editor

overview, 3-11

starting, 3-12

troubleshooting, 4-12

using, 3-11

send all calls

troubleshooting, 4-8

serial cable

installing for 8411, 2-16

installing for Callmaster VI, 2-17

serial ports

overview, A-1

Service Providers

PassageWay Service Provider, 1-4,

2-11, 2-12, 2-24, 2-83

Unimodem, 1-4

using, 3-2

IN-3

Download from Www.Somanuals.com. All Manuals Search And Download.

Index

SHIFT MUTE codes

programming, B-1

support, 1-8

Telephony Service Providers

PassageWay Service Provider, 1-4,

2-11, 2-12, 2-24, 2-83

Unimodem, 1-4

transfer calls

troubleshooting, 4-8

troubleshooting, 4-10

troubleshooting

Call Answer Back, 4-10

call forwarding, 4-8

conference calls, 4-6, 4-7, 4-8

Connect, 4-23

Dialpad window, 4-10

Drop Last button, 4-7

headsets, 4-8

TAPI

dialing information, 2-74

installing PassageWay Service

Provider, 2-24

installing PassageWay Telephony

Manager, 2-66

overview, 1-4

removing PassageWay Service

Provider, 2-83

hold calls, 4-8

setting up, 2-13

Log Manager, 4-11

make calls, 4-9, 4-10

Mute button, 4-6

troubleshooting, 4-13

technical support, 1-8

Telephony Manager

components, 2-6

overview, 4-1

PassageWay adapter, 4-21

PassageWay Service Provider, 4-13

Phonebook, 4-11

Script Editor, 4-12

send all calls, 4-8

configuring, 2-70

existing users, 2-4

new features, 1-4

new installation, 2-1

new users, 2-1

TAPI, 4-13

overview, 1-1, 3-2

removing, 2-84

Telephony Manager, 4-2, 4-3, 4-4, 4-5,

4-6, 4-7, 4-8, 4-9

requirements, 2-6

running, 3-3

transfer calls, 4-8, 4-10

Volume Control buttons, 4-6

set Phonebook options, 2-78

starting, 2-70, 3-3

troubleshooting, 4-2, 4-3, 4-4, 4-5, 4-6,

4-7, 4-8, 4-9

troubleshooting, 4-2

uninstalling, 2-84

upgrading, 2-4

using, 3-2

IN-4

Download from Www.Somanuals.com. All Manuals Search And Download.

Index

Unimodem

overview, 1-4

uninstalling

PassageWay Service Provider, 2-83

PassageWay Telephony Manager, 2-84

user responsibilities, 1-6

Volume Control buttons

troubleshooting, 4-6

IN-5

Download from Www.Somanuals.com. All Manuals Search And Download.

How Are We Doing?

We welcome your feedback on this document. Your comments can be of great value in

helping us improve our documentation.

Document Title: PassageWay^®Telephony Manager R2.0 for DEFINITY^®Enterprise

Communications Server Getting Started

Document Number 560-201-109 Comcode 108239393 Issue 2 July 1998

1. Please rate the effectiveness of this document in the following areas:

Excellent

Good

Fair

Poor

Not Applicable

Ease of Use

Clarity

Completeness

Accuracy

Organization

Appearance

Examples

Illustrations

Overall Satisfaction

2. Please check ways you feel we could improve this document:

❑ Improve the overview

❑ Improve the table of contents

❑ Improve the organization

❑ Include more illustrations

❑ Add more examples

❑ Make it more concise

❑ Add more step-by-step procedures

❑ Add more troubleshooting information

❑ Make it less technical

❑ Add more/better quick reference aids

❑ Improve the index/glossary

❑ Add more detail

Download from Www.Somanuals.com. All Manuals Search And Download.

Other suggestions for improvement?

__________________________________________________________________________

3. What did you like most about this document?

__________________________________________________________________________

4. Feel free to write any comments below or on an attached sheet.

__________________________________________________________________________

5. If we may contact you concerning your comments, please complete the following:

Name: __________________________ Telephone Number: (____) _______________

Company/Organization: ______________________________ Date: _______________

Address: _________________________________________________________________

If you wish, please photocopy, complete, and return this form to:

Publications Manager

Lucent Technologies, Rm. #2W-226

211 Mt. Airy Rd.

Basking Ridge, NJ 07920

Fax: 908-953-6912

Download from Www.Somanuals.com. All Manuals Search And Download.

KWC Indoor Furnishings 12251042006 User Manual
LaCie Blu ray Player Slim Blu ray User Manual
LaCie Speaker Bobourg USB Speakers User Manual
Learning Resources Baby Toy LER 6903 User Manual
Lennox International Inc Furnace G60UHX User Manual
Lincoln Electric Welding Consumables MC 439 User Manual
Magic Chef Beverage Dispenser MCWC52B User Manual
Manitowoc Ice Ice Maker qfa291 User Manual
Master Lock Portable Generator MGH10000C User Manual
Maxtor DVR SC324 User Manual