and System Administration Terminals (SAT) Technician s Guide INT-1027 (IPK) Document Revision 1C (Applies to Release 1000 through Release 4500)

Transcription

1 NOTICE Note that when converting this document from its original format to a.pdf file, some minor font and format changes may occur causing slight variations. When viewing and printing this document, we cannot guarantee that your specific PC or printer will support all of the fonts or graphics. Therefore, when you view the document fonts may be substituted and your individual printer may not have the capability to print the document correctly.

2 and System Administration Terminals (SAT) Technician s Guide INT-1027 (IPK) Document Revision 1C (Applies to Release 1000 through Release 4500)

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4 Contents of this manual are subject to change without prior notice at the discretion of NEC Unified Solutions, Inc. This document has been prepared for the use of employees and customers of NEC Unified Solutions, Inc. and may not be reproduced without prior written approval of NEC Unified Solutions, Inc. ElectraMail and Electra Elite are registered trademarks of NEC America, Inc. Windows is a registered trademark of Microsoft Corporation. AT&T is a registered trademark of AT&T Wireless Services, Inc. Adobe Acrobat Reader is a registered trademark of Adobe Systems, Inc. Copyright 2005 NEC Infrontia, Inc N. State Highway 161 Irving, TX Technology Development

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6 TABLE OF CONTENTS Chapter 1 Introduction Section 1 General Information Section 2 SAT Software Overview Chapter 2 PC Requirements and Software Installation Section 1 PC Requirements PC Requirements Section 2 Software Installation Installing Electra Elite System Administration Terminal (SAT) Software Section 3 Starting the SAT Program from a PC Starting SAT Chapter 3 PC to KSU Communication Methods Section 1 Direct Connect Section 2 Remote Connection (Built-in Modem Unit) Section 3 Remote Connection (External Modem) Section 4 LAN/WAN Connection Chapter 4 Configuring the Communication Methods Section 1 Direct Connection (Configuration) Elite IPK SAT Technician s Guide i

7 Document Revision 1C Electra Elite IPK 1.1 Setting SAT for Direct Connection Section 2 Remote Connection (via Built-in Modem Unit Configuration) Configuring SAT to Dial Remotely Section 3 Remote Connection (via External Modem Configuration) Section 4 LAN/WAN Connection (Configuration) Configuring SAT to Communicate via LAN/WAN Chapter 5 Migrating from Electra Elite 48/192 to Electra Elite IPK Section 1 General Information Section 2 Migrating from Electra Elite 48/ Direct Download from the Installed Elite System Section 3 Importing the Electra Elite Database Saved using a Previous Version of the Electra Elite SAT Chapter 6 Electra Elite S8000 Upgrade Procedure for Electra Elite 48/192 Section 1 Migration from S7000 and Below Section 2 Upgrading to S8000 using a Direct Download from the Installed System Electra Elite 48 Upgrade Elite 192 Upgrade Proceeding with Upgrade Chapter 7 Programming Screens Section 1 Main Menu Section 2 Pulldown Menu ii Elite IPK SAT Technician s Guide

8 Electra Elite IPK Document Revision 1C Section 3 System Data Screen Section 4 Toolbar Icons Section 5 Electra Elite SAT Pulldown Menus Chapter 8 Special Features of SAT IPK Section 1 General Information Section 2 Special Features Appendix A Moving/Replacing Cards Section 1 Moving A Card... A-2 Section 2 Replacing A Card... A-2 Elite IPK SAT Technician s Guide - iii

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10 LIST OF FIGURES Figure 2-1 Starting SAT Program Figure 2-2 Password Screen Figure 3-1 Direct Connection Example Figure 3-2 Remote Connection (Built-in Modem) Example Figure 3-3 Remote Connection (External Modem) Example Figure 4-1 Setup and Initialize Screen Figure 4-2 Connection Type Screen Figure 4-3 Example of No Connection Figure 4-4 Connection Type Screen Figure 4-5 Connection Type Screen Figure 4-6 Host Setup Screen Figure 4-7 IP Connection Setup Screen Figure 4-8 Search for Device Screen Figure 4-9 Device Search Results Screen Figure 4-10 Example of IP Connection Setup Figure 4-11 IP Connection Setup Figure 4-12 Successful Configuration Screen Figure 4-13 Connect Screen Figure 4-14 IP Address on Connect Screen Figure 5-1 Migrating to Electra Elite IPK - Entering Password Figure 5-2 Migrating to Electra Elite IPK - Connecting to Electra Elite System Figure 5-3 Migrating to Electra Elite IPK - Saving a Converted Database Elite IPK SAT Technician s Guide v

11 Document Revision 1C Electra Elite IPK Figure 5-4 Migrating to Electra Elite IPK - Downloading from Electra Elite System Figure 5-5 Disconnecting from the Electra Elite System Figure 5-6 Connecting to the Electra Elite IPK System Figure 5-7 Uploading to the Electra Elite IPK System Figure 5-8 Uploading Hardware to the Electra Elite IPK System Figure 5-9 Upload Complete Screen Figure 5-10 Migrating to Electra Elite IPK - Disconnecting from Electra Elite System Figure 5-11 Importing a Database to Electra Elite IPK - Entering Password Figure 5-12 Importing a Database to Electra Elite IPK - Importing an Elite File Figure 5-13 Importing a Database to Electra Elite IPK - Opening an Imported File Figure 5-14 Importing a Database to Electra Elite IPK - Saving Elite IPK Basic File Figure 5-15 Importing a Database to Electra Elite IPK - Saving Elite IPK Expanded File Figure 5-16 Importing a Database to Electra Elite IPK - Connecting to Electra Elite IPK System Figure 5-17 Importing a Database to Electra Elite IPK - Uploading to Electra Elite IPK System.5-16 Figure 5-18 Importing a Database to Electra Elite IPK - Uploading Hardware to Electra Elite IPK System Figure 5-19 Importing a Database to Electra Elite IPK - Upload Complete Figure 5-20 Importing a Database to Electra Elite IPK - Disconnecting from Electra Elite IPK System Figure 6-1 Opening Electra Elite IPK SAT Figure 6-2 Connecting to the KTS Figure 6-3 Downloading the Database Figure 6-4 Save As Screen for Elite 48 System Figure 6-5 Disconnecting from the Elite KTS Figure 6-6 Save As Screen for Elite 192 System Figure 6-7 Disconnect Screen vi Elite IPK SAT Technician s Guide

12 Electra Elite IPK Document Revision 1C Figure 6-8 Connecting to the Elite KTS Figure 6-9 Beginning the Upload Process Figure 6-10 Hardware Upload Screen Figure 6-11 Pressing the Close Button Figure 6-12 Disconnecting from the Elite System Figure 7-1 Electra Elite SAT Software Screen Main Menu Figure 7-2 Pulldown Menu Example Figure 7-3 Example of a System Data Screen Figure A-1 Slot Interface Assignment Screen... A-1 Elite IPK SAT Technician s Guide - vii

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14 Introduction Chapter 1 SECTION 1 GENERAL INFORMATION The System Administration Terminal (SAT) program is a Windows application that allows the user to easily program and configure many features of the Electra Elite IPK and Electra Elite 48/192 systems from most any personal computer. SECTION 2 SAT SOFTWARE OVERVIEW The SAT software allows programming and configuring the Electra Elite IPK system as well as an Electra Elite 48/192 system (using Series 1000~Series 8000). The technician only needs this single SAT version installed on their laptop PC to communicate with either of the KTS systems. SAT makes programming fast and easy, reducing the overall customizing time to a minimum. Simply connect the PC (with SAT installed) to the KTS using one of these methods: Direct connection Remote connection (via external modem or built-in modem) LAN/WAN connection SAT allows all system data to be configured off-line. When programming and configuration are complete, the data can be uploaded to the main processor. For system backup, SAT allows the customer s database data to be downloaded to a disk for safe keeping. Elite IPK SAT Technician s Guide 1-1

15 Document Revision 1C Electra Elite IPK THIS PAGE INTENTIONALLY LEFT BLANK 1-2 Introduction

16 PC Requirements and Software Installation Chapter 2 SECTION 1 PC REQUIREMENTS This section provides the minimum requirements for running the Electra Elite IPK and Electra Elite 48/192 SAT software. 1.1 PC Requirements Pentium Processor Microsoft Windows 95, 98, ME, XP, 2000 or NT 4.0 (or higher) operating system At least 15 MB of free hard disk space Unused PC serial communication port (COM Port) MNP Class 5 compatible modem (if remote programming is required) Network Interface Card (NIC) (if programming via LAN/WAN is required) SECTION 2 SOFTWARE INSTALLATION 2.1 Installing Electra Elite System Administration Terminal (SAT) Software 1. Insert the SAT Technician setup CD into your CD-ROM drive. 2. Click the Windows Start button. 3. Select Run. 4. Enter d:\elite IPK SAT TECH.exe and click OK. Elite IPK SAT Technician s Guide 2-1

17 Document Revision 1C Electra Elite IPK 5. Follow the instructions on the PC installation program. Once the system files have been copied, the installation will prompt with the install DESI software box. When the box is checked, then DESI will be installed onto the PC, along with Adobe Acrobat Reader. SECTION 3 STARTING THE SAT PROGRAM FROM A PC 3.1 Starting SAT 1. Click the Start button. 2. Select Programs, Electra Elite IPK SAT TECH. 3. Click Elite IPK SAT. Figure 2-1 Starting SAT Program 2-2 PC Requirements and Software Installation

18 Electra Elite IPK Document Revision 1C 4. Enter the password. The default password is PASSWORD (in upper case letters). Click OK. Figure 2-2 Password Screen 5. Choose the following KTS type: <= S7000: used when the system is an Electra Elite 48/192 with software Series 7000 and below. S8000: used when the system is an Electra Elite 48/192 with software Series 8000 only. IPK: used when the system is an Electra Elite IPK Release 1000 and above. 6. Click OK. Elite IPK SAT Technician s Guide 2-3

19 Document Revision 1C Electra Elite IPK THIS PAGE INTENTIONALLY LEFT BLANK 2-4 PC Requirements and Software Installation

20 PC to KSU Communication Methods Chapter 3 There are several ways that a PC can communicate with the Electra Elite 48/192 or the Elite IPK systems. H H H H Direct Connect (Serial Cable) Remote Connection (Built on Modem on the MIFM) Remote Connection (External Modem) LAN/WAN Connection Note: A modem in the PC or an external modem used must be MNP Class 5. SECTION 1 DIRECT CONNECT For Direct Connection, a Male straight cable is required. The Electra Elite 48/192 KSU has a Female 25-pin connector on the side of the KSU while the Electra Elite IPK KSU has a Female 9-pin connector on the side of the KSU. Most personal computers have a Male 9-pin connector for COM ports. Figure 3-1 Direct Connection Example Elite IPK SAT Technician s Guide 3-1

21 Document Revision 1C Electra Elite IPK SECTION 2 REMOTE CONNECTION (BUILT-IN MODEM UNIT) The MIFM Modem Unit must be installed on the MIFM card for proper operation. The MIFM must be installed in Slot 1 or Slot 2 of the basic cabinet in the Elite 192 or the Elite IPK, and in Slot 2 of the Elite 48. Programming for the MIFM Modem Unit, via handset programming, uses Memory Block The modem must be assigned a valid extension number of the system s numbering plan. For example, if station numbers are 500 s the modem s number must also be in the 500 s range. There are several ways that the built-in modem unit can be contacted: via DID to the modem extension, a trunk can be DIT ed to the modem extension, or a station or attendant can blind transfer the call to the modem extension. Telco Lines Figure 3-2 Remote Connection (Built-in Modem) Example SECTION 3 REMOTE CONNECTION (EXTERNAL MODEM) When an external modem is used, a Telco line from Telco can be connected to a SLI port from the Elite 48/192, or the Electra Elite IPK can be connected to the external modem. The Null Modem adapter must be used when an external modem is connected to the Elite 48/192 or Elite IPK. The null modem adapter is provided with each MIFM ETU. There are several ways that the external modem unit can be contacted when an SLT port on the system is used to provide dial tone: via DID to the SLT s modem extension, a trunk can be DIT ed to the modem extension, or a station or attendant can blind transfer the call to the modem extension. A 25-pin male to 25-pin male straight cable is used when connecting an external modem to the Elite 48/192. A 9-pin male to 25-pin male is used when connecting an external modem to the Electra Elite IPK. 3-2 PC to KSU Communication Methods

22 Electra Elite IPK Document Revision 1C With Remote Connection (External Modem), the MIFM card must reside in the following slots of the Elite 192 or Electra Elite IPK: ISA, Slot 1 or 2. The MIFM must be installed in Slot 2 in an Elite 48 KSU. Telco Lines Null-modem Adapter External Modem Figure 3-3 Remote Connection (External Modem) Example Elite IPK SAT Technician s Guide 3-3

23 Document Revision 1C Electra Elite IPK SECTION 4 LAN/WAN CONNECTION When the Elite LAN PC Programming Device is used, the system can be programmed via the LAN or WAN. Refer to the Installation Instructions on the Elite LAN PC Programming Device for addition information on setting up the Elite LAN PC Programming Device using Elite IPK SAT Technician. Elite LAN PC Programming Device Null Adapter LAN/WAN NETWORK The type of cable that is used varies depending on the system to which the Elite LAN Programming device is connected. The Electra Elite IPK uses a DB9 cable and the Electra Elite 48/192 uses a DB-25 cable. 3-4 PC to KSU Communication Methods

24 Configuring the Communication Methods Chapter 4 SECTION 1 DIRECT CONNECTION (CONFIGURATION) When configuring the communication for direct connection, the COM Port speed for COM 1 of the KSU must match the COM Port speed of the PC. For example, if the KSU is set for 38.4K bps then SAT must also be set for 38.4K bps. To set the COM port speed for COM 1 of the KSU, use Memory Blocks and Setting SAT for Direct Connection 1. With SAT open, click: COMMUNICATION/SETUP/PC SERIAL PORT. The following screen will appear: Figure 4-1 Setup and Initialize Screen Comm Port: Use this to set the COM port used in the PC to communicate with the KSU. Baud Rate: Use this to select the appropriate data transfer speed (must match the KSU COM port speed). Line Settings: Use this to select the bits, data, parity, and stop bits (must match the KSU COM port settings). The Electra Elite 48/192 and the Electra Elite IPK both support the following speeds: 4.8K bps, 9.6K bps, 19.2K bps and 38.4K bps. Elite IPK SAT Technician s Guide 4-1

25 Document Revision 1C Electra Elite IPK 2. Once the configuration has been made and all cables are connected, select the following option from the File Menu: COMMUNICATION/ CONNECT. The following screen will appear: 3. Insure that Direct Connection is selected. 4. Click the Connect button. Figure 4-2 Connection Type Screen Once the connect button is selected, progress of the connection will be shown at the bottom of the Connect Screen. Once the connection is made, this screen automatically disappears. If for some reason the system communication fails, the reason of failure will be shown at the bottom of the screen. 4-2 Configuring the Communication Methods

26 Electra Elite IPK Document Revision 1C The desired COM Port would not allow communications to be established. Figure 4-3 Example of No Connection 5. Once communication has been established, proceed to downloading or uploading the system data. SECTION 2 REMOTE CONNECTION (VIA BUILT-IN MODEM UNIT CONFIGURATION) When configuring the system for remote connection with a built-in modem unit, the MIFM with Modem Unit must be located in Slot 1 or 2 of the basic cabinet of the Electra Elite 192/Electra Elite IPK, and in the Slot 2 of the Electra Elite 48. The PC must have a working MNP Class 5 Modem. The maximum speed of data transfer rate for the built-in modem is 19.2K bps. The modem extension must be assigned to the system before communication can be established. To assign the modem extension, use Memory Block The number assigned here must comply with the system s current numbering plan. There are several ways of getting a modem call to the built-in modem: by DID calls, DIT ed calls, or by Blind Transfer by the Attendant or Station. If the modem extension is dialed internally, the modem will not answer. Elite IPK SAT Technician s Guide 4-3

27 Document Revision 1C Electra Elite IPK 2.1 Configuring SAT to Dial Remotely 1. With SAT open, click COMMUNICATION/CONNECT. The Connect Screen appears. Figure 4-4 Connection Type Screen 2. Ensure that the Modem Connection button is selected. 3. Type the number to be dialed in the box below Modem Connection. 4. Once you have entered the number to be dialed, click Dial. 5. SAT should initialize the modem and dial the provided number. SAT uses the dialing properties and location of Windows when using the modem connection. If needed, changes can be made from SAT by selecting the SETUP button from the Connect Screen. SECTION 3 REMOTE CONNECTION (VIA EXTERNAL MODEM CONFIGURATION) When configuring the system with remote connection using an external modem, the same System Configuration is used as if it were a direct connect. A SLT port from the system or a direct line can be plugged into the external modem for analog dial tone. 4-4 Configuring the Communication Methods

28 Electra Elite IPK Document Revision 1C Refer to Section 2 Remote Connection (via Built-in Modem Unit Configuration) for configuring SAT to dial remotely. SECTION 4 LAN/WAN CONNECTION (CONFIGURATION) When the LAN/WAN configuration is used, the Elite LAN PC Programming Device must be installed. For detailed information on how to configure the Elite LAN PC Programming Device, refer to the Installation for Elite LAN PC Programming Instructions document. 4.1 Configuring SAT to Communicate via LAN/WAN 1. With SAT already open click: COMMUNICATION/CONNECT. The Connection Type screen appears. 2. Ensure that the IP Connection is selected. 3. From the drop down list chose from the two available options: J Direct Ethernet H Figure 4-5 Connection Type Screen When the Direct Ethernet is selected, click the Setup button. The Host Setup Screen will appear. Elite IPK SAT Technician s Guide 4-5

29 Document Revision 1C Electra Elite IPK H This screen allows the IP Address and TCP Port of an already installed device to be assigned Figure 4-6 Host Setup Screen H H Hostname/IP Address: type the IP Address of the Elite LAN PC Programming Device to contacted. TCP Port Number: type in the assigned TCP port that has been assigned to the device. If the device has been contacted previously, the IP Address will be displayed in the drop down list under Hostname/IP Address and the TCP port number will be saved with the IP Address. J New Site When the New Site option is selected, click the Setup button. The IP Connection Screen will appear. This screen allows the user to Search/Configure/Update/Ping, and Restore an Elite LAN PC Programming Device to factory defaults. Figure 4-7 IP Connection Setup Screen 4-6 Configuring the Communication Methods

30 Electra Elite IPK Document Revision 1C H H Select Site: This allows the user to create a profile for each device that can be connected to, or to Delete a profile. Current Device Setting: This shows the current device s IP Address, Subnet Mask, Default Gateway, and TCP Port Number. If a New Site is selected in the Select Site drop down list, the Search option can be used to search the Network for Elite LAN PC Programming Devices in the following Subnets: Class C and Class B. Once the Search Button is chosen the following screen will appear. Figure 4-8 Search for Device Screen Select the appropriate Subnet that the PC and the Elite LAN PC Programming Device is located in, and click Search. Once a device is found, the Device Search Results screen shows the available device(s) to be configured. If no devices are found, a message will be displayed stating that no devices were found. Figure 4-9 Device Search Results Screen H Select the device and click OK. Elite IPK SAT Technician s Guide 4-7

31 Document Revision 1C Electra Elite IPK The IP Connection Setup Screen will open with the current Device Settings. Figure 4-10 Example of IP Connection Setup H Once the Elite LAN PC Programming Device is located configuration can be performed. Figure 4-11 IP Connection Setup 4-8 Configuring the Communication Methods

32 Electra Elite IPK Document Revision 1C H H Using the New Device Settings: the following items can be configured: DHCP Yes or No, IP Address / Subnet Mask / Default Gateway / TCP Port Number. If DHCP Service is selected a static IP Address can not be assigned. When the Use DHCP IP Assignment is unchecked then the IP Address / Subnet Mask / Default Gateway options will be allowed. Once the appropriate selections have been made, click the Update button to update the Elite LAN PC Programming Device with the new settings. The Ping option can be used to verify that the device is able to be reached, the Factory Default button is used to restore the unit back to default settings. Once the configuration has be accepted, a confirmation letting you know that the device was configured successfully appears. Figure 4-12 Successful Configuration Screen H H Click the OK button, and then close the IP Connection Setup window. Now you are ready to connect to the Electra Elite 48/192 or Elite IPK System by using the Connect Screen. Elite IPK SAT Technician s Guide 4-9

33 Document Revision 1C Electra Elite IPK Figure 4-13 Connect Screen H In the drop down list, choose the site that was previously created and click the Connect button Configuring the Communication Methods

34 Electra Elite IPK Document Revision 1C The following information will be displayed to indicate the system s IP address. Refer to Figure 4-14 IP Address on Connect Screen. The IP address of attempted connection is displayed. The TCP Port that is being used is also displayed. Figure 4-14 IP Address on Connect Screen H Once connection is established, proceed with Uploading or Downloading the system data. Elite IPK SAT Technician s Guide 4-11

35 Document Revision 1C Electra Elite IPK THIS PAGE INTENTIONALLY LEFT BLANK 4-12 Configuring the Communication Methods

36 Migrating from Electra Elite 48/192 to Electra Elite IPK Chapter 5 SECTION 1 GENERAL INFORMATION The SAT Technician software can use a customer s existing Electra Elite system configuration and use Electra Elite IPK SAT to convert the Electra Elite database file to and Electra Elite IPK database. SECTION 2 MIGRATING FROM ELECTRA ELITE 48/192 To migrate from an existing Electra Elite 48/192 system to an Electra Elite IPK R1000 system, Electra Elite IPK System Administration Terminal (SAT) software must be used to perform this upgrade. The MIFM-U( ) ETU is required for PC Programming and must be installed prior to performing the migration. Two methods to access the database from the existing system are explained below: H H Direct download from the installed system Import the Elite database saved using a previous version of the Electra Elite SAT 2.1 Direct Download from the Installed Elite System 1. Verify that the battery is connected to CN4 on Elite192 CPUB( )-U( ) or Elite 48 MBD-U( ) Unit. 2. Confirm and record the following settings: Answer Preset Automated Attendant/DISA mode Automatic Trunk-to-Trunk Transfer mode Automatic Trunk-to-Trunk Transfer Outgoing Trunk Background Music Call Forward All Calls, Busy, No Answer, Busy/No Answer, Centrex/Off-Premise/Split Callback Messages Elite IPK SAT Technician s Guide 5-1

37 Document Revision 1C Electra Elite IPK Customized Message Display Day/Night Mode (System and Tenant) Do Not Disturb MIC Settings Timed Alarm The following memories are empty after the upgrade: Last Number Dialed Memory Recorded messages in the VRS(4)-U( ) ETUs (messages must be recorded again) Store & Repeat/Save & Repeat 3. Select IPK, enter the password, and click OK to open Electra Elite IPK SAT. Figure 5-1 Migrating to Electra Elite IPK - Entering Password 5-2 Migrating from Electra Elite 48/192 to Electra Elite IPK

38 Electra Elite IPK Document Revision 1C 4. From the Communications Menu, select Connect to connect the Elite system. Figure 5-2 Migrating to Electra Elite IPK - Connecting to Electra Elite System 5. When the download is finished, select Save As from the File menu and enter a file name. Figure 5-3 Migrating to Electra Elite IPK - Saving a Converted Database Elite IPK SAT Technician s Guide 5-3

39 Document Revision 1C Electra Elite IPK When the system is to be saved as Elite IPK Basic, confirm the Save As type is Elite IPK Basic (R1000) (*.rdf), and click Save. Only the Electra Elite 48 system can be saved as Elite IPK Basic. When the system is to be saved as Elite IPK Expanded, confirm the Save As type is Elite IPK Expanded (R1000) (*.rdf), and click Save. 6. From the Communications menu, select Download and click Start to download the database from the Electra Elite system. Figure 5-4 Migrating to Electra Elite IPK - Downloading from Electra Elite System 5-4 Migrating from Electra Elite 48/192 to Electra Elite IPK

40 Electra Elite IPK Document Revision 1C 7. From the Communications menu, select Disconnect to disconnect from the Electra Elite system. Figure 5-5 Disconnecting from the Electra Elite System 8. Assign any other required system data assignment changes, then select Save from the File menu, if required. Elite IPK SAT Technician s Guide 5-5

41 Document Revision 1C Electra Elite IPK 9. Change hardware from the Electra Elite system to the Electra Elite IPK system. Refer to Table 5-1 Upgrading Hardware from Electra Elite to Electra Elite IPK. Table 5-1 Upgrading Hardware from Electra Elite to Electra Elite IPK Upgrade Type Electra Elite 48 to Electra Elite IPK Basic Port Package Electra Elite 48 to Electra Elite IPK Expanded Port Package Electra Elite 192 to Electra Elite IPK Basic Port Package Electra Elite 192 to Electra Elite IPK Expanded Port Package with new IPK KSUs Electra Elite 192 to Electra Elite IPK Expanded Port Package without new IPK KSUs (Retrofit) Comments Replace the B48 -U10 KSU hardware with: B64-U20 KSU CPUI( )-U( ) ETU (without PKU 192-U) ESI(8)-U( ) ETU in Slot 1, Move all other hardware to new KSU Replace the B48 -U10 KSU hardware with: B64-U20 KSU CPUI( )-U( ) ETU (with PKU 192-U) ESI(8)-U( ) ETU in Slot 1, Move all other hardware to new KSU Not supported Replace the B64-U10 KSUs with B64-U20 KSUs Replace all CPUB( )-U( ) ETUs with CPUB( )-U( ) ETU with PKU 192-U Move all other hardware to new KSUs Replace all CPUB( )-U( ) ETUs with CPUI( )-U( ) ETU with PKU 192-U,The ESI(8)-U( ) or ESIB-U( ) ETU 5-6 Migrating from Electra Elite 48/192 to Electra Elite IPK

42 Electra Elite IPK Document Revision 1C 10. From the Communications menu, select Connect to connect to the Electra Elite IPK system. Figure 5-6 Connecting to the Electra Elite IPK System 11. From the Communications menu, select Upload and click Start. Figure 5-7 Uploading to the Electra Elite IPK System Elite IPK SAT Technician s Guide 5-7

43 Document Revision 1C Electra Elite IPK 12. Click Hardware Upload. Figure 5-8 Uploading Hardware to the Electra Elite IPK System 13. When the upload is complete, click Close. Figure 5-9 Upload Complete Screen 5-8 Migrating from Electra Elite 48/192 to Electra Elite IPK

44 Electra Elite IPK Document Revision 1C 14. From the Communications menu, select Disconnect to disconnect from the Electra Elite IPK. Figure 5-10 Migrating to Electra Elite IPK - Disconnecting from Electra Elite System 15. Reassign all settings recorded in Step 2, and confirm proper system operation. SECTION 3 IMPORTING THE ELECTRA ELITE DATABASE SAVED USING A PREVIOUS VERSION OF THE ELECTRA ELITE SAT 1. Verify that the battery is connected to CN4 on Elite192 CPUB( )-U( ) or Elite 48 MBD-U( ) Unit. 2. Confirm and record the following settings: J J J J J Answer Preset Automated Attendant/DISA mode Automatic Trunk-to-Trunk Transfer mode Automatic Trunk-to-Trunk Transfer Outgoing Trunk Background Music Elite IPK SAT Technician s Guide 5-9

45 Document Revision 1C Electra Elite IPK J J J J J J J Call Forward All Calls, Busy, No Answer, Busy/No Answer, Centrex/ Off-Premise/Split Callback Messages Customized Message Display Day/Night Mode (System and Tenant) Do Not Disturb MIC Settings Timed Alarm The following memories are empty after the upgrade: J Last Number Dialed Memory J Recorded messages in the VRS(4)-U( ) ETUs (messages must be recorded again) J Store & Repeat/Save & Repeat 3. Select IPK, enter the Password. Click OK to open Electra Elite IPK SAT. Figure 5-11 Importing a Database to Electra Elite IPK - Entering Password 5-10 Migrating from Electra Elite 48/192 to Electra Elite IPK

46 Electra Elite IPK Document Revision 1C 4. From the File Menu, select Import Elite file to import a previously saved database. Figure 5-12 Importing a Database to Electra Elite IPK - Importing an Elite File Elite IPK SAT Technician s Guide 5-11

47 Document Revision 1C Electra Elite IPK 5. Locate the directory where the Elite database is stored. Select the file name and click Open to import the database. Figure 5-13 Importing a Database to Electra Elite IPK - Opening an Imported File 6. When the download is finished, select Save As from the File Menu and enter a file name. When the system is to be saved as Elite IPK Basic, confirm that Save as type is Elite IPK Basic (R1000) (*.rdf), and click Save. Only the Electra Elite 48 system can be saved as Elite IPK Basic Migrating from Electra Elite 48/192 to Electra Elite IPK

48 Electra Elite IPK Document Revision 1C Figure 5-14 Importing a Database to Electra Elite IPK - Saving Elite IPK Basic File When the system is to be saved as Elite IPK Expanded, confirm that Save as type is Elite IPK Expanded (R1000) (*.rdf) and click Save. Elite IPK SAT Technician s Guide 5-13

49 Document Revision 1C Electra Elite IPK Figure 5-15 Importing a Database to Electra Elite IPK - Saving Elite IPK Expanded File 7. Assign any other required system data assignment changes and from the File menu, select Save if required. 8. Change hardware from the Elite System to the Electra Elite IPK system. (Refer to Table 5-2 Upgrading Hardware from Electra Elite to Electra Elite IPK. Table 5-2 Upgrading Hardware from Electra Elite to Electra Elite IPK Upgrade Type Electra Elite 48 to Electra Elite IPK Basic Port Package Electra Elite 48 to Electra Elite IPK Expanded Port Package Electra Elite 192 to Electra Elite IPK Basic Port Package Comments Replace the B48 -U10 KSU hardware with: B64-U20 KSU CPUI( )-U( ) ETU (without PKU 192-U) ESI(8)-U( ) ETU in Slot 1, Move all other hardware to new KSU Replace the B48 -U10 KSU hardware with: B64-U20 KSU CPUI( )-U( ) ETU (with PKU 192-U) ESI(8)-U( ) ETU in Slot 1, Move all other hardware to new KSU Not supported 5-14 Migrating from Electra Elite 48/192 to Electra Elite IPK

50 Electra Elite IPK Document Revision 1C Table 5-2 Upgrading Hardware from Electra Elite to Electra Elite IPK (Continued) Upgrade Type Electra Elite 192 to Electra Elite IPK Expanded Port Package with new IPK KSUs Electra Elite 192 to Electra Elite IPK Expanded Port Package without new IPK KSUs (Retrofit) Comments Replace the B64-U10 KSUs with B64-U20 KSUs Replace all CPUB( )-U( ) ETUs with CPUB( )-U( ) ETU with PKU 192-U Move all other hardware to new KSUs Replace all CPUB( )-U( ) ETUs with CPUI( )-U( ) ETU with PKU 192-U,The ESI(8)-U( ) or ESIB-U( ) ETU 9. From the Communications menu, select Connect to connect to the Electra Elite IPK. Figure 5-16 Importing a Database to Electra Elite IPK - Connecting to Electra Elite IPK System Elite IPK SAT Technician s Guide 5-15

51 Document Revision 1C Electra Elite IPK 10. From the Communications Menu, select Upload and click Start. Figure 5-17 Importing a Database to Electra Elite IPK - Uploading to Electra Elite IPK System 11. Click Hardware Upload. Figure 5-18 Importing a Database to Electra Elite IPK - Uploading Hardware to Electra Elite IPK System 5-16 Migrating from Electra Elite 48/192 to Electra Elite IPK

52 Electra Elite IPK Document Revision 1C 12. When Upload is finished, click Close. Figure 5-19 Importing a Database to Electra Elite IPK - Upload Complete 13. From the Communications menu, select Disconnect to disconnect from the Electra Elite IPK. Figure 5-20 Importing a Database to Electra Elite IPK - Disconnecting from Electra Elite IPK System 14. Reassign all settings recorded in Step 2 and confirm proper system operation. Elite IPK SAT Technician s Guide 5-17

53 Document Revision 1C Electra Elite IPK THIS PAGE INTENTIONALLY LEFT BLANK 5-18 Migrating from Electra Elite 48/192 to Electra Elite IPK

54 Electra Elite S8000 Upgrade Procedure for Electra Elite 48/192 Chapter 6 SECTION 1 MIGRATION FROM S7000 AND BELOW Use the following instructions to migrate from an existing Series 7000 and below Electra Elite 48/192 system, to a Series 8000 Electra Elite 48/192 system. The Electra Elite IPK System Administration Terminal (SAT) software must be used to perform this upgrade. The MIFM-U( ) ETU is required for PC Programming and must be installed. SECTION 2 UPGRADING TO S8000 USING A DIRECT DOWNLOAD FROM THE INSTALLED SYSTEM 1. Confirm and record all of the following settings in the system. These settings will need to be manually re-entered into the system after the upgrade: Answer Preset (Ringing Line Preference) Automated Attendant/DISA mode Automatic Trunk-to-Trunk Transfer mode Automatic Trunk-to-Trunk Transfer Outgoing Trunk Background Music Call Forward Settings (Call Forward - All Calls, Busy, No Answer, Busy/No Answer, and Call Forward - Centrex/Off-Premise/Split) Callback Messages Customized Message Display Day/Night Mode (System and Tenant) Do Not Disturb MIC Settings Timed Alarm The following memories will be empty after the upgrade: Last Number Dialed Memory Elite IPK SAT Technician s Guide 6-1

55 Document Revision 1C Electra Elite IPK Recorded messages in the VRS(4)-U10 ETU s The recorded messages will need to be rerecorded Store & Repeat/Save & Repeat 2. Open Electra Elite IPK SAT by selecting S8000 and entering the Password. Figure 6-1 Opening Electra Elite IPK SAT 3. From the Communications menu, select Connect to connect to the Elite IPK system. 6-2 Electra Elite S8000 Upgrade Procedure for Electra Elite 48/192

56 Electra Elite IPK Document Revision 1C Figure 6-2 Connecting to the KTS 4. From the Communications menu, select Download to retrieve the database from the Elite IPK system. Figure 6-3 Downloading the Database Elite IPK SAT Technician s Guide 6-3

57 Document Revision 1C Electra Elite IPK 2.1 Electra Elite 48 Upgrade Proceed with the following steps to upgrade an Electra Elite 48 system. 1. When the download is finished, from the File menu, select Save as... and enter a file name. If the system is to be saved as an Elite 48, confirm the Save as type is: Elite 48 (S8000)(*.rdf). An Elite 192 system cannot be saved as an Elite 48 system. Figure 6-4 Save As Screen for Elite 48 System 6-4 Electra Elite S8000 Upgrade Procedure for Electra Elite 48/192

58 Electra Elite IPK Document Revision 1C 2. From the Communications menu, select Disconnect to disconnect from the Elite system. Figure 6-5 Disconnecting from the Elite KTS 3. Power off the KSU. Be sure you have logged the information in Section 2, step Disconnect the battery from connector CN4. 5. Install the Elite 48 V8.XX EPROM in IC5 on the backplane. When upgrading from V8.XX to a higher version V8.XX, Steps 6 and 7 are not required. 6. Remove security chip KCS(1.0, 2.0, 3.0, 4.0, 5.0, 6.0 or 7.0)U from IC Install KCS(8.0)U chip in IC Place dip switches SW1-1 and SW1-2 ON (for flash ROM load from EPROM), and place SW3-1 ON (for system boot from EPROM). 9. Power on the KSU. The CPU Live LED will be flashing. Elite IPK SAT Technician s Guide 6-5

59 Document Revision 1C Electra Elite IPK 10. After CPU Live LED goes off (approximately 1 minute), power off the KSU. 11. Remove the EPROM and place dip switches SW1-1, SW1-2, and SW3-1 OFF. 12. Power on the KSU. 13. After the system comes up, reconnect the battery to connector CN From any display telephone press A and dial C to check the revision. When SP018 V8.XX is displayed on the second row of the LCD, the upgrade is complete. For Elite 48, proceed to Section 2.3 Proceeding with Upgrade. 2.2 Elite 192 Upgrade Proceed with the following steps to upgrade an Electra Elite 192 system. 1. When the download is finished, from the File menu, select Save as... and enter a file name. Confirm the Save as type is: Elite 192 (S8000)(*.rdf). Figure 6-6 Save As Screen for Elite 192 System 6-6 Electra Elite S8000 Upgrade Procedure for Electra Elite 48/192

60 Electra Elite IPK Document Revision 1C 2. From the Communications menu, select Disconnect to disconnect from the Elite system. Figure 6-7 Disconnect Screen 3. Power off the KSU. Be sure you have logged the information in Section 2, step Disconnect the battery from connector CN4. 5. Install the Elite 192 V8.XX EPROM in IC5 on the CPU card. When upgrading from V8.XX to a higher version V8.XX, Steps 6 and 7 are not required. 6. Remove security chip KCB(1.0, 2.0, 3.0, 4.0, 5.0, 6.0 or 7.0)U from IC Install KCB(8.0)U chip in IC Place dip switches SW1-1 and SW1-2 ON (for flash ROM load from EPROM), and place SW3-1 ON (for system boot from EPROM). 9. Power on the KSU. The CPU Live LED is flashing. Elite IPK SAT Technician s Guide 6-7

61 Document Revision 1C Electra Elite IPK 10. After CPU Live LED goes off (approximately 1 to 3 minutes), power off the KSU. 11. Remove the EPROM and place dip switches SW1-1, SW1-2, and SW3-1 OFF. 12. Power on the KSU. 13. After the system comes up, reconnect the battery to connector CN From any display telephone, press A and dialcto check the revision. When SP018 V8.XX is displayed on the second row of the LCD, the upgrade is complete. 2.3 Proceeding with Upgrade 1. Assign any other required system data assignment changes and from the File menu, select Save, if required. 2. From the Communications menu, select Connect to connect to the Elite system. Figure 6-8 Connecting to the Elite KTS 6-8 Electra Elite S8000 Upgrade Procedure for Electra Elite 48/192

62 Electra Elite IPK Document Revision 1C 3. From the Communications menu, select Upload and click the Start button. Figure 6-9 Beginning the Upload Process 4. Click the Hardware Upload button. Figure 6-10 Hardware Upload Screen Elite IPK SAT Technician s Guide 6-9

63 Document Revision 1C Electra Elite IPK 5. When the Upload is finished, Click the Close button. Figure 6-11 Pressing the Close Button 6. From the Communications menu, select Disconnect to disconnect from the Elite system. Figure 6-12 Disconnecting from the Elite System 6-10 Electra Elite S8000 Upgrade Procedure for Electra Elite 48/192

64 Electra Elite IPK Document Revision 1C 7. Reassign all the settings recorded in Section 2 Upgrading to S8000 using a Direct Download from the Installed System on page 6-1, and confirm proper system operation. Elite IPK SAT Technician s Guide 6-11

65 Document Revision 1C Electra Elite IPK THIS PAGE INTENTIONALLY LEFT BLANK 6-12 Electra Elite S8000 Upgrade Procedure for Electra Elite 48/192

66 Programming Screens Chapter 7 SECTION 1 MAIN MENU When the SAT software program is launched, the Main Menu screen is displayed first. This screen allows the user to access the options used to program the Electra Elite system. Refer to Figure 7-1 Electra Elite SAT Software Screen Main Menu for a description of this screen. Pulldown menus System Size File Name Mode of SAT Operation Help Access Toolbar Connection Status - Indicates if data path is established to the KTS Figure 7-1 Electra Elite SAT Software Screen Main Menu Elite IPK SAT Technician s Guide 7-1

67 Document Revision 1C Electra Elite IPK SECTION 2 PULLDOWN MENU Pulldown menus are available for each function involved in programming the Electra Elite IPK system. To access the data associated with the function, click on the function name on the Main Menu. Some of the options on the initial pulldown menu offer several selections. An arrow to the right of the option name indicates that additional selections are available. Refer to Figure 7-2 Pulldown Menu Example. Click arrow for additional information Click menu choice to display screen Figure 7-2 Pulldown Menu Example 7-2 Programming Screens

68 Electra Elite IPK Document Revision 1C SECTION 3 SYSTEM DATA SCREEN When an option is selected from a pulldown menu, a screen is displayed that allows the user to program data for the function selected. Refer to Figure 7-3 Example of a System Data Screen. Screen tabs indicate system data items that are grouped together for programming. The active tab group is indicated by a box around the tab title. To access another tab group, press the tab or use the keyboard shortcut. Keyboard shortcuts are displayed at the bottom of the screen in the Information Bar. Tabs Keyboard Shortcut Information Bar Figure 7-3 Example of a System Data Screen Elite IPK SAT Technician s Guide 7-3

69 Document Revision 1C Electra Elite IPK SECTION 4 TOOLBAR ICONS This section explains the toolbar icons that allow the user to easily navigate the program. The availability of the individual tools depends on the activity the user is performing. When the icon appears shadowed, the tool is not available. When the icon is dark, the tool is available. The toolbar icons are listed and shown below. Creates new customer configuration file. Loads or opens an existing customer configuration file. Saves the customer configuration file to the hard disk or floppy disk. Accesses the Job Specifications printing option. Accesses the wizard for individual features. The F10 special function key provides a shortcut to this wizard. Sets the defaults for all items on the open tab. Sets the defaults for the individual system data items (on the screen the default is set for the item where the cursor is blinking). Allows data items to be copied between ports. The F3 special function key provides a shortcut to this feature. Allows values between two ports to be swapped. The F5 special function key provides a shortcut to this feature. 7-4 Programming Screens

70 Electra Elite IPK Document Revision 1C Allows the user to undo the current edits and return to the previous editing operation. Allows the user to return to the previous editing operation. The F11 special function key provides a shortcut to this feature. Accesses Quick Search. Quick Search provides a detailed list of system data items. The F8 special function key provides a shortcut to this feature. Returns to the previous tab group. The Shift + F6 special function key provides a shortcut to this feature. Advances to the next tab group. The F6 special function key provides a shortcut to this feature. Displays the help contents for the Electra Elite IPK SAT End-User software program. The F1 special function key provides a shortcut to this feature. Scrolls up displaying the previous page. Scrolls down displaying the next page. Advances to the first page. Advances to the last page. Brings up the Connection dialog box. The F7 special function key provides a shortcut to this feature. Elite IPK SAT Technician s Guide 7-5

71 Document Revision 1C Electra Elite IPK SECTION 5 ELECTRA ELITE SAT PULLDOWN MENUS This section explains each available pulldown menu in the Electra Elite SAT software. File The File pulldown menu provides options for basic file management. New Creates a new configuration file. Open Loads an existing configuration. Save Saves the configuration file. This option is only available when a configuration file is open. 7-6 Programming Screens

72 Electra Elite IPK Document Revision 1C Save As Saves a configuration file using a new name. This option is only available when a configuration file is open. Import Elite File This option is available in the S8000 and IPK mode only. Use this option to import existing files to the appropriate software that is selected. Convert to IPK This option is available in the S7000 and S8000 mode. Use this option to convert existing files to the appropriate software that is selected. Convert to S8000 This option is only available in S7000. Use this option to convert existing files to S8000. Close Used to close the current configuration file. This option is only available when a configuration file is open. Wizard Used to access the Wizard feature. Wizard is available for every feature in the Electra Elite system and provides all information to program a feature. All data items for programming the feature are grouped together. The user can press a tab to access system data and make the necessary changes. This option is only available when a configuration file is open. Change Password Allows the user to change the SAT password. When the password is changed it will effect all modes. Print Provides two print options: Job Specifications and Designation Labels (requires a standard inkjet or laser printer). When Job Specifications is selected, a menu is displayed with three print options for the Job Specifications. Print a family (group) such as system-wide, trunk group, or tenant or one of a range of Memory Blocks. When Designation Labels is selected, SAT automatically opens the DESI for Windows label printing application. The current telephone information is automatically exported to DESI. Labels can then be configured and printed for the telephones. DESI requires the NEC LASER Labels for printing on InkJet or Laser printers. To enable the Designation Labels option, the DESI for Windows application must be installed on your computer. Installation is usually done during the installation of SAT. Elite IPK SAT Technician s Guide 7-7

73 Document Revision 1C Electra Elite IPK Print Setup Allows access to the printer setup screen. This allows the printer configuration to be modified. Recent File Displays the last two files that were opened, these are listed as 1 and 2. The user can select either file to open. This option is only available when New or Open is selected. Exit Exits the programming software. When changes have not been saved, the technician is prompted to save the changes before the program shuts down. 7-8 Programming Screens

74 Electra Elite IPK Document Revision 1C Edit The Edit pulldown menu allows files to be edited or swapped. Undo Allows the user to undo current edits and return to previous editing. Copy Used to copy port information from one port to another. Swap Allows values to be swapped between two ports. Set Default Defaults to the current field where the cursor is positioned. Set Default All Allows the user to set all values to default on the open tab. Elite IPK SAT Technician s Guide 7-9

75 Document Revision 1C Electra Elite IPK Quick Search Allows a search for Memory Block Number, Name, or Tab Name using a list. The user can click a Memory Block and modify necessary System data. Basic The Basic pulldown menu allows access to basic programming items. Some menu items may be disabled when the appropriate hardware is not assigned, or a dependent data item is not set. System Configuration This option allows the technician to configure the customer system by indicating the cards that are installed for each slot in the KSU. Terminals This option allows the technician to assign the terminals to the system. Several selections are available with this option: 7-10 Programming Screens

76 Electra Elite IPK Document Revision 1C J J J J J J J System Wide Station Base Multiline Single Line DSS/BLF Doorphones Display Board CO/PBX Trunks This option allows technicians to program system data related to trunk assignments. Three selections are available with this option: J J J System Wide Trunk Base Timers Intercom This option allows the technician to program system data related to intercom assignments. DISA This option allows the technician to assign codes for Direct Inward System Access (DISA). Paging This option allows data related to paging assignments to be programmed. Access Codes This option allows the technician to enter Access Codes. Where appropriate, Access Codes are set to default system values. Speed Dialing This option allows data related to system and station speed dialing to be programmed. System Timers This option allows system-wide timers to be assigned. Elite IPK SAT Technician s Guide 7-11

77 Document Revision 1C Electra Elite IPK Tenants This option allows data related to tenant assignments to be programmed. Call Arrival Keys This option allows Call Arrival block assignments to be programmed. Forced Account Code This option allows the technician to program the account code length and to assign account codes Programming Screens

78 Electra Elite IPK Document Revision 1C Application The Application pulldown menu allows access to system data items relating to advanced system applications. Automatic Route Selection This option allows Automatic Route Selection (ARS) to be programmed. Code Restriction This option allows code restriction assignments to be programmed. SMDR This option allows data related to Station Message Detail Recording (SMDR) to be programmed. Tandem Transfer This option allows the assignment of data related to the routing of a call through the system. Elite IPK SAT Technician s Guide 7-13

79 Document Revision 1C Electra Elite IPK TLI/DID This option allows data related to Tie Lines and Direct Inward Dialing to be programmed. Three selections are available with this option: J J J DTI/T1 Trunk Base Networking Timers This option allows data related to the master clock and T1 signaling formats to be programmed. ACD/UCD This option allows the technician to set up Automatic Call Distribution and Uniform Call Distribution Hunt groups. Voice Mail This option allows data related to the internal voice mail to be programmed. VRS/Delay Announcement This option allows data to be assigned for the VRS ETU (e.g., greetings). Automated Attendant This option allows the technician to program the data related to messaging. Caller ID This option allows Caller ID displays to be programmed and display assignments to be assigned per port. ISDN/BRT This option allows the assignment of information related to ISDN/BRT trunks such as SPID assignments, IDSN telephone numbers, and BRT/DTMF duration. ISDN Call by Call This option allows call by call service to be programmed. PHS This option allows operation of the D term PS II. Emergency Service This option allows E-911 outgoing Programming Screens

80 Electra Elite IPK Document Revision 1C CCIS Networking This option allows the assignments of information related to K-CCIS. IP Phones This option allows operation of the D term IP Stations. HUB This option allows the assignments of information related to the in skin hub card. Elite IPK SAT Technician s Guide 7-15

81 Document Revision 1C Electra Elite IPK Users The Users pulldown menu allows access to system data items related to speed dialing. Speed Dialing This option allows the technican to program Feature Access Keys, One Touch Keys, System Speed Dials, and Station Speed Dials for each Multiline Terminal in the Electra Elite system. Call Forward/DND This option allows the technician to program Call Forward/DND and Call Forward Split. Misellaneous This option allows the technician to program Day/Night/Weekend Mode, Station Base Settings, and Trunk Base Settings Programming Screens

82 Electra Elite IPK Document Revision 1C Communications The Communications pulldown menu allows access to system data items relating to direct and remote connections to the Electra Elite system. Connect This option allows the technician to connect to the Electra Elite system, after a successful connection is established with the KTS, you can upload and download data to and from the KTS. Disconnect This option allows the technician to disconnect from the Electra Elite system. Upload This option allows the technician to upload programming changes and configurations to the KTS. Download This option allows the technician to download the current Electra Elite configuration. Elite IPK SAT Technician s Guide 7-17

83 Document Revision 1C Electra Elite IPK Verify This option allows the technician to compare the configuration programmed in the KTS with that of the PC. First Initialization This option reinitializes the system to the factory defaults. All active calls on the system are dropped. Second Initialization This option reboots the system without resetting the programmed defaults (i.e., all programming is retained). Setup This option allows the technician to set up the system to provide communication. Four options are available for this selection: J J J J PC Serial Port - serial port of the PC that is connected to the KTS. Access Password - the password programmed in Memory Block on the KTS. Site Name - the name of the site that is being programmed. Setup & Initialize - the KTS port settings/configurations Programming Screens

84 Electra Elite IPK Document Revision 1C Help The Help pulldown menu allows access to online help. Using Help This option provides access to the help topics window that describes how to use the help function. Contents This option provides access to the help topics that are available for the Electra Elite IPK System Administration Terminal system. Help Topics This option provides a list of help topics. The user can bookmark topics to refer to again. Show MB Numbers When the cursor is positioned over a data field, the memory block number is displayed above the cursor (Show MB Numbers must be selected). Elite IPK SAT Technician s Guide 7-19

85 Document Revision 1C Electra Elite IPK About This option provides information about the System Administration Terminal software (SAT) and the KTS software revision. Release 1.00 [11035] - This is the released version of Electra Elite IPK SAT and the Build Number of SAT. SP Database version of the CPU Defines the actual version of CPU software Defines the Release Series in use Defines the type of Key System: 1 = Basic or 48 3 = Expanded or 192 Defines which Country the software is to be utilized for: 0 = United States 1 = Japan 2 = Asia 3 = Australia Identifies System Type 1 = Elite IPK System 0 = Electra Elite 48/192 System 7-20 Programming Screens

86 Special Features of SAT IPK Chapter 8 SECTION 1 GENERAL INFORMATION This Chapter describes the special features that SAT has to offer. These features allow for quick and simple system programming and customizing. SECTION 2 SPECIAL FEATURES Each of the SAT Special Features are described next: H H Wizards organize system data assignments to program single features. When the user selects Wizard, the system provides a list of information related to the selected feature. Multiple Assignments of Station Numbers allows a range of station numbers to be assigned with a few clicks. Example Scenario: Example Operation: System with 96 stations with Station Numbers need to be changed to Change Station port 01 to 200. In the Multiple Assignment box, enter 96 ports and click "Assign". Elite IPK SAT Technician s Guide 8-1

87 Document Revision 1C Electra Elite IPK H Copy/Swap allows information from one Station or Trunk to be copied to multiple Stations or Trunks. Copy Operation Example Scenario: Example Operation: A system of 120 stations recently requests that the Hands Free feature be activated. Change MB 4-29 to "YES" for station port 01. Initiate the Copy feature of SAT by pressing F3, clicking on the Copy Icon, or clicking on the Edit Menu and choosing "Copy". Make sure that MB 4-29 is highlighted. Make sure that port 01 is marked with "F". This represents that copying is FROM that port. Make sure that all of the other ports you want to copy MB 4-29 to are marked with "T". In this example we will be marking ports 02~120 with "T". Click the "Copy" button, and now MB 4-29 has been copied from port 01 to ports 02~120. Swap Operation Example Scenario: Example Operation: A customer has two users that have swapped offices. The users have completely different characteristics assigned to their phones. The customer would like for the users to take their phones with them to their new office and retain all the original phone characteristics. Select any TAB that contains a MB beginning with Mode 4 (for Telephone Mode). Select the Swap function by pressing F5, clicking on the Swap Icon, or clicking on the Edit Menu and choosing "Swap". Enter the two station port numbers that you wish to swap, and then click the "Swap" button. Now all of the data has been swapped for the two terminals. 8-2 Special Features of SAT IPK

88 Electra Elite IPK Document Revision 1C H CAP Key Auto Assign allows the technician to copy/assign multiple CAP keys to other Multiline Terminals. CAP Key Auto Assign Example Example Scenario: Example Operation: A customer wants to remove the direct CO appearances from their telephones and give each telephone four Call Appearance Keys. In Line Key Assignment for Stations, MB 4-12, assign four CAP keys (C00-01~C00-04) on line keys 1~4. Click the "CAP Key Auto Assign" Key. You now can assign CAP keys using two methods: 1. Sequential Assignment will maximize the number of CAP keys assigned by assigning as many keys per block to each station, keeping each individual station s keys within the same block. 2. CAP Block to Port Assignment will assign each station its CAP keys from a different CAP Block. Choose the method you wish to use, and select the TO and FROM assignments for each station port that will have CAP keys assigned. The Station to Call Appearance Block Assignment (MB 4-43) will also be correctly assigned for you. H H H ARS Simulator allows the tech to confirm that the dialing number is programmed correctly in Automatic Route Selection. Multiple Assignment of Forced Account Codes, allows the account multiple account codes to be assigned. Moving/Replacing Hardware, allows for cards to be moved/replaced while maintaining the assigned data to the trunks or stations. See Appendix A for details. Elite IPK SAT Technician s Guide 8-3

89 Document Revision 1C Electra Elite IPK THIS PAGE INTENTIONALLY LEFT BLANK 8-4 Special Features of SAT IPK

90 Moving/Replacing Cards Appendix A Two operations have been added to SAT IPK regarding moving and replacing cards using SAT. H H Moving A Card - Moving a card from one slot to another slot. Replacing A Card - Replacing a card with a new card in the "Card Shelf". This chapter explains these two operations in detail. These two operations apply to all modes (S7000, S8000, and R1000) in the Elite IPK SAT. Refer to Figure A-1 Slot Interface Assignment Screen for a detailed view of how the cards are assigned in the KSU. Cabinets Card Shelf Slots Figure A-1 Slot Interface Assignment Screen Elite IPK SAT Technician s Guide A - 1