Remote Tools User Guide

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1 Remote Tools User Guide Copyright Northern Telecom 1999 Norstar is a trademark of Northern Telecom. Microsoft, MS-DOS, Windows and Excel are registered trademarks and Windows is a trademark of Microsoft Corporation in the United States and other countries. InstallShield is a registered trademark of InstallShield Corporation. Published in Canada P Issue 11

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3 Table of Contents About this guide 1 How this guide is organized 1 Other documents 2 Installation 3 Before you start 3 Installing Remote Tools 4 Overview 7 System overview 7 Conventions 9 How ICS Remote Tools works 10 About the windows 10 Dialog boxes 11 Moving within a window 11 Selecting items 11 Choosing tasks 12 Entering information 13 Using the ICS Remote Tools window 17 Opening the ICS Remote Tools window 17 Opening ICS Remote Tools from Norstar Manager 18 Running a tool 18 Connecting to an ICS 18 Working with map files 18 Map file errors 19 Remote Tools User Guide P Issue 11

4 ii Table of Contents Starting IDM Remote Tools 21 About IDM Remote Tools 21 Starting an IDM Remote Tool window 21 Starting Norstar Voice Mail Manager 23 About Norstar Voice Mail Manager 23 Starting Norstar Voice Mail Manager 23 Making an online connection 25 About the online connection 25 Connecting an external RAD 25 Enabling the I-RAD 26 Choosing the line used by the RAD 26 Different types of online connections 26 Direct connection 27 Remote connection 27 Operator-assisted connection 28 Auto-Attendant connection 28 Configuring a modem for operator-assisted and Auto- Attendant connections 29 Setting the connection properties 29 Choosing the connection settings 30 Connecting to a Compact ICS using the Auto-Attendant 35 Exiting from an online session using ICS Remote Tools 37 Working with the Connection Progress dialog box 38 Recovering from a failed connection attempt 38 Recovering from a lost connection 39 Using RAD agent 41 About RAD Agent 41 RAD Agent hardware configuration 42 Installing the RAD Agent 42 Running the RAD Agent 42 Configuring the RAD Agent 43 Making changes to the RAD Agent configuration 45 Changing connection properties 47 Making an online connection using RAD Agent 48 Using the Remote Set tool 49 About Remote Set 49 Other uses of the Remote Set tool 49 Using the simulated telephone windows 49 Programming the RAD 51 RAD Administration window attributes 52 Configuring the RAD 54 Conventions for using the telephone simulations 55 P Issue 11 Remote Tools User Guide

5 Table of Contents iii Programming the ICS 58 Enabling Compact ICS I-RAD 58 Recovering from a lost connection 58 Special considerations 58 Using the Backup and Restore tool 61 About Backup and Restore 61 How backup storage works 62 Using the Backup and Restore tool with Norstar Manager 62 Performing a backup or restore 63 Cautions when performing a restore 63 Connecting to the ICS 64 Starting Backup and Restore 64 Choosing Backup or Restore 64 Selecting the programming to backup or restore 66 Choosing the destination or source directory 67 Using the Select Directory dialog box 68 Creating a new directory 68 Resetting the values 69 Backing up programming for an ICS 69 Restoring programming for an ICS 69 Viewing the progress of a backup or restore 70 Stopping a backup 70 Stopping a restore 70 Completing a restore action 71 Closing the Backup and Restore tool 72 Recovering from a lost connection 72 Error messages 73 Using the Browser tool 75 About the Browser tool 75 About the Browser tool window 75 How programming with the Browser tool is different than set-based programming 77 Moving through the programming tree 78 Changing the view of the Tree List 78 Selecting a setting in the Tree List using a value 79 Expanding part of a heading 79 Changing programming found in the Tree List 80 Adding to a list of settings 81 Removing all the settings under a heading in the Tree List 81 Removing an individual setting in the Tree List 81 Displaying settings in the right pane 82 Changing settings in the right pane 82 Copying settings and other operations 83 Programming the time and date with the Browser tool 85 Viewing recent programming changes 86 Refreshing an invalid Tree List 87 Warning messages 87 Remote Tools User Guide P Issue 11

6 iv Table of Contents Feature messages 88 Recovering from a lost connection 88 Error messages 89 Non-fatal error messages 89 Fatal error messages 89 Using the Off-line Programming tool 95 About Off-line Programming 95 Using an ICS workbook with the Off-line Programming tool 95 Using a map file with the Off-line Programming tool 96 Downloading a map file and ICS workbook 96 Configuring the workbook 96 Starting the Off-line Programming tool 97 Programming an ICS using the ICS workbook 97 Pre-validating information in the ICS workbook 99 Overwriting ICS programming 100 Adding to ICS programming 100 Acquiring programming information from an ICS 101 Full acquisition 102 Partial acquisition 103 Monitoring or stopping the progress of pre-validation, programming or acquisition 104 Viewing and saving error information 105 Working with the Error list 105 Viewing an error in the workbook 105 Saving items from the Error list to the workbook 106 Changing the value of a cell using the OLP Errors dialog box 106 Changing the settings for the Off-line Programming tool 106 The About ICS Workbook dialog box 108 Closing the Off-line Programming tool 108 Troubleshooting 108 Using the ICS workbook (programming record) 111 About the ICS workbook 111 Working in the ICS workbook 111 Configuring the workbook 112 Changing the Start DN 113 To configure the system size 113 To select a template at Startup 114 Configuring the hardware 115 Using worksheets 116 Performing Button programming in User preferences 116 Programming CAP buttons 117 The About ICS Workbook dialog 118 To enter a value or information into a cell 119 To change a value in a cell 119 To copy data to multiple cells 119 To copy data from another workbook for the same ICS 120 To delete the cell contents 120 P Issue 11 Remote Tools User Guide

7 Table of Contents v Printing an ICS workbook 120 Troubleshooting 120 Index 121 Remote Tools User Guide P Issue 11

8 vi Table of Contents P Issue 11 Remote Tools User Guide

9 About this guide How this guide is organized This guide is designed to help you use Remote Tools software to configure, program, and maintain a Norstar Integrated Communications System (ICS). The Remote Tools User Guide is divided into the following sections: About this guide This section explains how the guide is organized. Installation This section explains how to install the software on your personal computer (PC). Overview This section gives you an overview of the application, and explains how to navigate the different windows and boxes, choose settings and actions, enter information, and use shortcuts when using Remote Tools. Using the Norstar ICS Remote Tools window This section explains how you open the Norstar ICS Remote Tools window and prepare to use the tools. Using the Norstar IDM Remote Tools window This section explains how to start the Norstar IDM Remote Tools installed with Norstar Remote Utilities. These tools are used to administer and monitor an Integrated Data Module 200 (IDM 200). Starting the Norstar Voice Mail Manager This section explains how to start the Norstar Voice Mail Manager. installed with Norstar Remote Utlities. This application allows the System Coordinator to administer various Norstar Voice Mail features. Making an online connection This section explains the different ways to establish a communication link between your PC and an ICS. It also discusses actions you can take when something goes wrong with the connection. Remote Tools User Guide P Issue 11

10 2 About this guide Using RAD agent This section explains how to use the RAD agent to make an online connection from a remote PC using an on-site PC on the same network as a proxy. Using the Remote Set tool This section explains how to use the telephone simulation window to program an ICS. Using the Backup and Restore tool This section explains how to make a backup copy of the ICS programming, and restore the programming for an ICS using the backup copy. Using the Browser tool This section explains how to use the Browser tool window to see an expanded view of ICS programming and how to make changes to the settings you see. Using the Off-line programming tool This section explains how to use the Off-line programming tool to program an ICS by transferring customized programming information from an ICS workbook file to the ICS, and acquire programming information from an ICS and populate the information into an ICS workbook file. Using the ICS workbook (programming record) This section explains how to use the ICS workbook to input and save programming information for a customer s installation. Other documents For information about configuring, administering and troubleshooting the different Norstar ICS systems, refer to the Norstar Installer Guide and Norstar System Coordinator Guide. P Issue 11 Remote Tools User Guide

11 Installation Before you start Remote Tools software is installed on the hard disk of your personal computer (PC). Before you install Remote Tools, make sure your computer and equipment complies with these minimum requirements: a 486 or higher microprocessor at least 16 megabytes (MB) of Random Access Memory (RAM) 400+ kilobytes of conventional memory available in Microsoft Windows 20 MB of virtual memory a hard disk (minimum 100 MB of free space) a 1.44 MB 3.5-inch floppy drive Microsoft MS-DOS 5.0 or later Microsoft Windows 3.1; Microsoft Windows for Workgroups 3.11; Microsoft Windows 95; or Microsoft Windows NT. a VGA color monitor (640 X 480 pixels or higher resolution) Note: For best results, use a 1024 X 780 pixel display size and Small Fonts as the Windows font setting. Without this configuration, some boxes in the Remote Tools windows will appear in different sizes. If you are running Remote Tools using Windows 3.1, the boxes appear as different sizes regardless of the display size and fonts setting. a Windows-compatible mouse a Hayes-compatible modem if you have ordered Norstar Remote Utilities on compact disc, you need a CD-ROM drive to install the program The Off-line Programming tool has the following additional requirements: Microsoft Excel version 5.0 (or higher) a Pentium PC with 32 MB RAM (recommended) Remote Tools User Guide P Issue 11

12 4 Installation Microsoft Windows 95 or Microsoft Windows NT If you are installing Norstar IDM Remote Tools (used for administering a computer network supported by an IDM 200), your system should have the following additional requirements: Ethernet Adapter Card TCP/IP Protocol Software (the Ethernet Adapter Card must be bound to the TCP/IP Software) Installing Remote Tools Norstar Remote Utilities is made up of Nostar Manager and Norstar Remote Tools. Nostar Remote Tools has two distinct sets of tools Norstar ICS Remote Tools Norstar IDM Remote Tools The Norstar Remote Utilities software is contained on a CD-ROM or is available from the World Wide Web site for download on to multiple 3.5-inch floppy disks. If you are using disks, you should make a backup copy of the originals before you install the software. For instructions on how to copy a disk, refer to the MS-DOS manual that came with your PC. The InstallShield Wizard guides you through the installation process. Follow the directions in each window to complete the installation. You can cancel the installation at any time and return to it later. The RAD agent component of the software is installed with Norstar ICS Remote Tools. This part of the software should be installed on a PC running Windows 95 or Windows NT connected to the ICS. See Using RAD agent on page 41 for more information. Note: If you cancel the installation, or it fails for any reason, delete any files which were placed in the temp folder in the Windows folder or in your defined temp directory during the installation attempt. The next installation attempt will not work unless these files are removed. Do not delete the temp folder. To install Remote Tools 1. Uninstall any previously installed versions of Norstar Remote Utilities. For Windows 95 or Windows NT, use the Add/Remove Programs Control panel to remove each previously installed component. For Windows 3.1, use the uninstall icon included for each component in the Remote Utilities program group. Note: The uninstall process does not remove your Norstar Manager customer database, preferences, or backup files from a previous installation of Norstar Remote Utilities. 2. Insert the Norstar Remote Utilities CD-ROM, or insert the Norstar Remote Utilities disk labeled Disk 1. P Issue 11 Remote Tools User Guide

13 Installation 5 3. For Windows 95 or Windows NT: Click the Start button, then choose the Run command. The Open dialog box appears. For Windows 3.1 (and Windows for Workgroups 3.11): From the File menu of the Program Manager, choose Run. The Run dialog box appears. 4. Click and choose the drive that is designated for your CD-ROM or floppy drive. 5. If you are using CD-ROM, double-click the DISK1 folder. 6. Click once on setup.exe. Click (Windows 95 or Windows NT) or (Windows 3.1). Click to start the installation. The Norstar Remote Utilities installation banner appears, along with a Setup window. The window shows the progress of the InstallShield Wizard setup. When setup is complete, the Welcome window appears. 7. Follow the directions given by the wizard. During the installation process, you are asked to confirm the directory where you want the application installed. For Norstar ICS Remote Tools, it is c:\icsrt; for Norstar IDM Remote Tools, it is c:\idmrt. Choose if you wish to select another directory. If you are installing Norstar Manager and your PC has an older version of the application on its hard drive, change the directory to the old Norstar Manager directory name so the new release will replace the old one. When the installation is complete on Windows 95 or Windows NT, the Norstar Remote Utilities component folders appear, ready for use. On Windows 3.1, the Norstar Remote Utilities program group appears. If you are running Windows 95 or Windows NT and any of the Norstar Remote Utilities components you selected for installation fails to install, no folders (even the folders of the components which did install) appear when the install is complete. You can open the folders for the successfully installed components using the Start menu. If you are running Windows 95 or Windows NT, installation creates a Norstar Remote Utilities program group which can contains folders for each of components you have selected for installation. If you are running Windows 3.1, installation creates a Norstar Remote Utilities program group that contains icons for Norstar ICS Remote Tools Norstar ICS Remote Tools help Norstar IDM Remote Tools Norstar Manager and Norstar Manager error messages, if it is installed uninstall programs Remote Tools User Guide P Issue 11

14 6 Installation Now that Remote Tools is installed on the PC s hard drive, store the original software and backup disks in a safe location. Make sure all disks are writeprotected so no one can accidentally replace or delete the information on them. If you need to uninstall either Norstar Manager or Remote Tools, use Add/Remove Programs in the Control Panel window to remove each component (Windows 95 or Windows NT), or double-click the uninstall icon included for each component in the program group (Windows 3.1). You have to manually remove a few files (such as Wnors.ini and NRU.ini) from the Windows folder after the uninstall. These remaining files are not useful without the rest of the program files. Note: The uninstall process does not remove your Norstar Manager customer database, preferences, or backup files from a previous installation of Norstar Remote Utilities. P Issue 11 Remote Tools User Guide

15 Overview System overview ICS Remote Tools connection software is installed on a personal computer (PC) located at the same site as an Integrated Communications System (ICS) or at a remote location. ICS Remote Tools allows a PC to communicate with a Norstar ICS. The purpose of ICS Remote Tools is to provide Windows-based capabilities for programming and maintaining an ICS and peripherals. PC and ICS communication occurs through a hardware component called a remote access device (RAD), which acts as a communication bridge between the ICS and ICS Remote Tools to exchange information. The RAD is an external device attached to an ICS. The Norstar Compact ICS has a RAD built into the ICS (an internal RAD or I-RAD). The external RAD gives you access to a system using either a remote or direct connection. The I-RAD that is part of the Compact ICS is available for remote system access only. The RAD provides security against unauthorized remote access, and can also provide a means of calling a remote alarm device such as a printer or a console. The information exchange between the PC and an ICS can occur in four ways: An external RAD is connected directly to the PC using its RS-232 port. This is called direct connection. The PC uses a modem to make a remote connection with a RAD. This connection is used when a PC is not located at the customer s site. The PC uses a modem to make a remote connection with a RAD through an operator. This is called an operator-assisted connection. The PC uses a modem to make a connection to the I-RAD through the Auto Attendant, a feature available only for the Compact ICS. Remote Tools User Guide P Issue 11

16 8 Overview ICS TCM cord RAD RS-232 cable PC Figure 1 Overview of a direct connection P Issue 11 Remote Tools User Guide

17 Overview 9 RAD TCM cord ICS public service telephone network (PSTN) Modem RS-232 cable PC Figure 2 Overview of a remote connection A remote connection can also be made across a computer network if the ICS is equipped with an IDM 200 and has a direct connection to a PC running RAD agent software. See Using RAD agent on page 41 Conventions This guide uses certain conventions to present information about ICS Remote Tools. Pressing buttons As you work through this guide you will notice that some words appear in capital letters. These words represent buttons found on a PC keyboard. Examples: Press ENTER; Press the RIGHT ARROW key Choosing action buttons Words that appear in boxes behind them represent action buttons in the window. They perform the task they are labeled with or change the ICS Remote Tools window. Remote Tools User Guide P Issue 11

18 10 Overview For example:. Selecting text Certain conventions are also used in the steps describing how you perform a task. When a step describes a field as selected, it means the text appears in a different color. When you move the cursor to a field, the color of the text and the background changes. The exact color depends on your Windows setup. Selecting items Frequently, a step asks you to select an item. When you select an item, you are preparing it for some other task, such as editing. To select an item, use the mouse, cursor buttons or the TAB key to place the selection cursor on the item. Selected items are either shown in a different color, surrounded by a dotted rectangle, or both. Choosing items Choosing an item is different from selecting it. When you choose an item, you perform a task or pick a value or option. To choose an item, use the mouse or press the TAB key, then press ENTER or the SPACEBAR. How ICS Remote Tools works ICS Remote Tools uses a series of windows and menus that allow you to navigate through the different areas of the application and easily enter information and programming. title bar tool bar menu bar main body status bar Figure 3 Window components About the windows The title bar is at the top of the window and contains the title of the window. The menu bar is directly below the title bar and lists the menus available for the window. The main body is the largest area of the window. This is where data is displayed and edited. The status bar shows you the status of the operation currently being performed using a tool. Not all the tools have a status bar. P Issue 11 Remote Tools User Guide

19 Overview 11 The toolbar contains buttons that are shortcuts to different operations for a window, such as Run, Cut and Paste. Not all the tools have a toolbar. Dialog boxes If ICS Remote Tools needs more information on a specific field, or has a message for you, a dialog box appears. For example, when you choose when using the Backup and Restore tool, the Select Directory dialog box appears. This dialog box allows you to choose the path and name of the file you are using to backup or restore an ICS. Moving within a window Moving within a window is easy. Use the mouse to move to any field or button shown in the window. If a mouse is not available, use the keyboard to move around the window. Key UP ARROW, RIGHT ARROW, LEFT ARROW, or DOWN ARROW TAB or DOWN ARROW SHIFT and TAB, or press UP ARROW PAGE DOWN PAGE UP HOME END Function move within a field, or between fields in a list move from field to field move back to the previous field move down a page in a list move up a page in a list move to the top of a list or the beginning of a line in a scroll region move to the bottom of a list or the end of a line in a scroll region Table 1 Keys for navigating a window Selecting items Before performing a function on an item, such as a text box or list box, the item must be selected. To select an item, use the mouse (or the keyboard) to place the selection cursor on the item. When an item is selected, that item will change appearance to indicate that it is selected. List boxes are shown in a different color or surrounded by a dotted rectangle. Text boxes are shown in a different color or have the insertion cursor within the box. To select an item using the mouse, move the mouse pointer onto the item and click the left mouse button. Remote Tools User Guide P Issue 11

20 12 Overview To select an item using the keyboard, press the TAB key until the desired item is shown in a different color or surrounded by a dotted rectangle. After you select an item, you can choose one of the options or edit the field. Choosing tasks There are four ways to choose tasks and navigate through ICS Remote Tools: using command buttons using access keys using shortcut keys using menus Using command buttons Command buttons appear in windows and are labeled with the task they perform. For example, is a command button that lets you cancel the task associated with the dialog box or window currently displayed. To choose a command button using the mouse, click the command button. To choose a command button using the cursor buttons 1. Press the TAB key until the desired action button is selected. Note: When a button is selected, the border around the button becomes darker. 2. Press ENTER or SPACEBAR when the button is selected. Sometimes command buttons appear with the label shown in light grey type. When this occurs, the button is not active. Using access keys Access keys let you use the keyboard to choose action buttons and menu items. The access key appears underlined in a menu or on an action button, and is used with ALT. For example: Tool. When you press ALT+T, you have chosen the Tool menu. Using shortcut keys Shortcut keys allow you to choose commands quickly. To use a shortcut key, type the key combination that is shown with the command. For example, on the Tool menu, you will see CTRL+R displayed beside the Run command. Pressing CTRL+R on your keyboard has the same result as selecting Run from the Tool menu. You can use shortcut keys without first selecting the menu that displays the shortcut key. P Issue 11 Remote Tools User Guide

21 Overview 13 Using menus Menus are lists of options that are available for a field or window. There are two types of menus: window menus and cascade menus. Window menus Window menus provide you with options for accessing different programming, communication, and maintenance task windows. To open a window menu, select the name of the menu from the menu bar using the mouse or the shortcut key. For example, menus in the ICS Remote Tools window include the Tool and Edit menus. The Tool menu includes Run, Connection, and Exit commands. Once a menu is open, choose the desired command using either the mouse or the arrow buttons, then press ENTER. Window menus often show different symbols beside the commands. These symbols represent more options. Symbol Meaning º If you choose this option, a cascade menu appears. If you choose this option, a dialog box appears. Table 2 Menu symbols Cascade menus A cascade menu is part of a window menu, and provides an additional set of options. A cascade menu appears when you choose a command that has a º beside it. Entering information Information and programming is entered into ICS Remote Tools through the ICS Remote Tools windows. Before you enter ICS information and programming, you should know: what the different types of fields are how to use check boxes how to use keyboard entry Different types of fields The kind of information you enter into a field, and how you enter it, is determined by the type of box that surrounds the field. These boxes determine whether the data is entered directly or by choosing an item from a list. When the cursor is positioned on a field and is flashing, you can type information directly from the keyboard. See the first Field appearance example in Table 3. When the cursor is not visible, as in the second and third examples shown, you must select a value from a list. Remote Tools User Guide P Issue 11

22 14 Overview Field appearance Type of entry allowed text box the cursor indicates direct entry from the keyboard list box choose one or several of the options shown use the arrows to see other options drop-down list choose one of the options shown when you click the drop-down arrow Table 3 Different types of fields and entries When you are typing information into a field, you can move around within the field and make corrections, or change the information you have entered. You can move around in these fields using a mouse, or you can use keys. Table 4 shows the different key commands you can use to move within a field. Using check boxes Check boxes let you select parameters. All, several, or none of the boxes on a window can be chosen. For example, when you are choosing RAD Admin abilities, you may want to choose one feature but not the other. RAD Admin abilities: 4 Automatic Answer of Incoming Calls 1 Automatic Reporting of Alarms When you choose one of the boxes in the group, the symbol 5 appears in the box. This indicates that the feature beside this box is on or active. To select or de-select a box Click the box. or Press the TAB key to move to the desired check box, then press SPACEBAR. P Issue 11 Remote Tools User Guide

23 Overview 15 Using the keyboard When you are typing information in a field, you can move around within the field and make corrections, or change the information you have entered. You can move around in these fields using the mouse, or you can use keys. Key UP ARROW, RIGHT ARROW, LEFT ARROW, or DOWN ARROW DELETE or BACKSPACE HOME END Function move within a field delete data move to the beginning of a field move to the end of a field Table 4 Key commands for editing fields Remote Tools User Guide P Issue 11

24 16 Overview P Issue 11 Remote Tools User Guide

25 Using the ICS Remote Tools window Opening the ICS Remote Tools window Once you have installed the software, you can use the ICS Remote Tools window. For Windows Make sure the Windows Program Manager appears on your monitor. 2. Open the Norstar Remote Utilities program group. 3. Double-click the ICS Remote Tools icon. For Windows 95 or Windows NT 1. Click the Start button, then point to Programs. 2. Point to the Norstar Remote Utilities folder. 3. Point to Norstar ICS Remote Tools 4. Point to Norstar ICS Remote Tools with the shell icon. Figure 4 ICS Remote Tools window Remote Tools User Guide P Issue 11

26 18 Using the ICS Remote Tools window Opening ICS Remote Tools from Norstar Manager When you are using Norstar Manager, open the ICS Remote Tools window by selecting Open Remote Tools from the File menu. The ICS Remote Tools window uses the connection settings for the current customer as they are stored in the Norstar Manager database. You cannot start the Off-Line Programming tool from Norstar Manager. Running a tool There are three ways to run a tool: double-click the tool icon in the ICS Remote Tools window select the tool icon and choose Run from the Tool menu select the tool icon, then select the Run icon from the menu bar You run the Off-Line Programming tool using the ICS menu of the ICS workbook. See Using the Off-line Programming tool on page 95 for more information. Only one tool can be run at a time. Note: If you are using Windows 3.1, do not use the Exit Windows option while you are running a tool. Trying to exit Windows this way creates communication errors which interrupt the operation of ICS Remote Tools. Connecting to an ICS ICS Remote Tools does not establish a connection to an ICS until you run a tool or perform an action that requires a connection. You can exit one tool and run a different one without re-connecting to the ICS. The connection is dropped after 3 minutes if the ICS Remote Tools window is open, but no tool is active. Closing the ICS Remote Tools window drops the connection. For more information, see Making an online connection on page 25. Working with map files A tool may use a file called a map file to work with the programming for a particular ICS. The name of the map file appears in some of the tool windows, or the file name may appear in an error message. ICS Remote Tools is installed with map files for every ICS which currently can be used with the tools. You may need to install updated map files for a new ICS before you use all the tools with it. Contact Nortel technical assistance to get new map files. Depending on the type of ICS, more than one map file may work for a given combination of tool and ICS. ICS Remote Tools looks for the newest version of a map file, but can often work with a less recent version. This is why the map file appearing in tool windows and messages can be different, even if you re connecting to the same ICS. P Issue 11 Remote Tools User Guide

27 Using the ICS Remote Tools window 19 Map file errors One of the following error messages appears when Norstar ICS Remote Tools is unable to read the map file that corresponds to an ICS. Map file errors are reported when you start a tool and a connection is established with an ICS. Until a connection is established, all tools are available in the Norstar ICS Remote Tools window. When a map file error occurs, the tools which require map files disappear from the Norstar ICS Remote Tools window until you end the connection. Message: Map file: <map file name> is required. Explanation: This error message appears when the Remote Tools cannot find the map file which corresponds to the software version in the ICS. Suggested response: Make a note of the map file name and contact Nortel technical assistance to get the appropriate map file. In most cases, installing the appropriate map file allows ICS Remote Tools to use the tool. In other cases, the map file only indicates to ICS Remote Tools that the tool is not supported by the corresponding ICS. Message: Map file: <map file name> is corrupted and must be reinstalled. Explanation: The map file associated with the ICS is corrupted. Suggested response: Make a note of the map file name and contact Nortel technical assistance to replace the map file. Message: Map file: <map file name> is not compatible with this version of Norstar Remote Tools. Explanation: The version of Norstar ICS Remote Tools that is installed on your machine is old and does not know how to read the map file that corresponds with the ICS. Suggested response: Contact Nortel technical assistance to get the most recent version of Norstar ICS Remote Utilities. Message: Could not open map file: <map file name>. Out of file handles. Explanation: Norstar ICS Remote Tools could not open the map file because it would exceed the number of open files allowed by Windows. Suggested response: Close any open applications or documents that you are not using to allow Windows to open more files. Remote Tools User Guide P Issue 11

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29 Starting IDM Remote Tools About IDM Remote Tools Norstar Remote Utilities allows you to include the applications which come with the IDM 200 as part of your installation of ICS Remote Tools and Norstar Manager. Once the installation is complete, you can access the IDM Remote Tools as you would the other applications in Norstar Remote Utilities. The IDM Remote Tools (QuickSet, CyberMonitor, and TFTP-Boot Services) work exactly the same way as the versions included in the applications CD-ROM which comes with the IDM 200. The PC where IDM Remote Tools is installed should be on the same local or wide area computer network as the IDM 200. See the Integrated Data Module 200 Installer Guide included with Norstar Remote Utilities for complete information on using the IDM Remote Tools applications. Important You cannot run Norstar IDM Remote Tools using Windows 3.1. Starting an IDM Remote Tool window Once you have installed the software, you can use the Norstar IDM Remote Tools. 1. Click the Start button, then point to Programs. 2. Point to the Norstar Remote Utilities folder. 3. Point to Norstar IDM Remote Tools. 4. Point to a Norstar IDM Remote tool. See the Integrated Data Module 200 Installer Guide included with Norstar Remote Utilities for complete information on using the IDM Remote Tools applications. Remote Tools User Guide P Issue 11

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31 Starting Norstar Voice Mail Manager About Norstar Voice Mail Manager Norstar Voice Mail Manager is a Windows based application that allows the System Coordinator to administer various Norstar Voice Mail features and functions. Norstar Voice Mail Manager does not support Custom Call Routing (CCR). Note: In order to record voice prompts or greetings using Norstar Voice Mail Manager, the PC must have voice recording capabilities. If the PC running Norstar Voice Mail Manager does not have voice recording capabilities, you can record customized voice prompts and greetings from a Norstar two-line telephone set. Before you can begin using the Norstar Voice Mail Manager software, the Norstar system must be configured and Norstar Voice Mail must be initialized. For information about configuring Norstar Voice Mail, refer to the Norstar Voice Mail Installation and Maintenance Manual. Your PC must be running Windows 95, Windows 98 or Windows NT. Starting Norstar Voice Mail Manager Once you have installed the software, you can use the Norstar Voice Mail Manager. 1. Click Start and select Programs. 2. Point to the Norstar Remote Utilities folder. 3. Point to the Norstar Voice Mail Manager program icon and in the submenu click on Norstar Voice Mail Manager. The Administration Password screen appears. 4. Enter your Norstar Voice Mail Server Name or IP Address. 5. Enter your System Coordinator Mailbox number and password combination and click OK. 6. The NVM Manager screen appears. Remote Tools User Guide P Issue 11

32 24 Starting Norstar Voice Mail Manager P Issue 11 Remote Tools User Guide

33 Making an online connection About the online connection An online connection is required to run ICS Remote Tools. A Remote Access Device (RAD) acts as a communication bridge between the Integrated Communications System (ICS) and the ICS Remote Tools software running on your personal computer (PC). This section explains how to configure an external or internal RAD (I-RAD), and make an online connection between the PC and an ICS. Note: The connection between the PC and the ICS may demand a large amount of your PC s processing resources. If you work with Windows or other applications while connected to ICS, the connection may be interrupted or broken. Avoid doing additional work on the PC when you are connected to an ICS. Connecting an external RAD 1. Plug the RAD power supply into the power connector of the RAD, then into the wall outlet. The outlet should be installed near the equipment and must be easily accessible. When the power LED is continuously lit, the RAD is powered up. 2. Connect the TCM cable from the TCM port on the RAD to one of the station ports of the ICS. The LED blinks off periodically to indicate TCM traffic. On an idle ICS, the blinking occurs every 10 seconds. 3. The initial programming of the RAD depends on whether it is a direct or remote connection. To complete the RAD installation procedure, you must set the following fields: Automatic Answer of Incoming Calls, Seconds to wait before answering, and Answer on line number. Note: For more information, refer to the RAD Installation Guide. You can make a connection using ICS Remote Tools with the global RAD, I-RAD, or FastRAD. The global RAD and FastRAD are easily identified by the RS-232 port nine-pin connector. Remote Tools User Guide P Issue 11

34 26 Making an online connection Figure 5 RS-232 port nine-pin connector Enabling the I-RAD Some versions of Norstar-PLUS Compact ICS software have an I-RAD that needs to be enabled using software keys. This is usually done when the ICS is installed. To get the software keys, you must first purchase an upgrade kit from Nortel (Northern Telecom). The kit has detailed instructions on how to use Nortel s interactive voice response system to get your unique software keys. The system will ask you to provide your System ID, the authorization code that comes with your kit, and some general information about the ICS. The kit also includes detailed step-by-step information on how to use the keys to enable the I-RAD. The keys are three, eight-digit numbers entered under the Software Keys heading in ICS programming. Compact ICS 2.0 also allows you to program remote alarm reporting and a line to be automatically answered by the I-RAD after a set number of rings. For more information, refer to Software Keys Instruction Sheet: Compact ICS Internal Remote Access Device Upgrade and the Compact ICS Installer Guide. Choosing the line used by the RAD Unless your PC is connected directly to the RAD, ICS Remote Tools needs an incoming line to connect to a RAD (including I-RAD). You select this incoming line when you program the RAD to answer an incoming call, choose which number to call the site in order to be transferred to the RAD, or program the Auto Attendant to answer a line so you can access the RAD (Compact ICS only). This line should always be a public network line. If you use a private network line, the compression on the line may interfere with your connection. To prevent this problem, arrange in advance to have an uncompressed line with 64 kbps available. Different types of online connections When you make an online connection between the ICS Remote Tools PC and an ICS, you can choose one of these methods of making a connection: Direct Remote Operator Assisted Auto-Attendant (Compact ICS only) P Issue 11 Remote Tools User Guide

35 Making an online connection 27 A remote connection can also be made across a computer network if the ICS is equipped with a Data Module and has a direct connection to a PC running RAD agent software. See the Making an online connection using the RAD agent section for more information. The type of RAD you are using determines which of the connection methods is available to you. See Table 5. The old external RAD, which is not equipped with an RS-232 nine-pin connector, cannot be used to connect an ICS with ICS Remote Tools. RAD type Direct Remote Operator Assisted Auto- Attendant Global RAD (uses RS-232 port nine-pin connector) FastRAD (uses RS-232 port nine-pin connector) Compact ICS 1.0 I-RAD Compact ICS 2.0 I-RAD yes yes yes no yes yes yes no no yes yes yes no yes yes yes Table 5 RAD connection availability Direct connection A direct connection is used when you are running ICS Remote Tools on a PC at the same physical location as the ICS. An RS-232 cable connects a serial port on the PC to the serial port on the RAD. When RAD agent software is installed, a PC with a direct connection can also be a proxy for an online connection from a PC on the same network. See the Using RAD agent section for more information. Caution: The RAD s baud rate must always match the baud rate chosen for the direct connection in ICS Remote Tools. The local baud rate can be changed in RADMIN from a telephone. For more information about RADMIN, refer to the RAD Installation Guide. Remote connection A remote connection means the PC communicates with the RAD at a remote site using a modem and a telephone line. Before you can make a remote connection, the external or I-RAD must be programmed to answer your call on a predetermined line. See the RAD Installation Guide and Norstar Installer Guide (for the Compact ICS 2.0 I-RAD) for more information. Remote Tools User Guide P Issue 11

36 28 Making an online connection When you are using an external RAD, ICS Remote Tools uses the modem to dial an ICS line using the phone number you specify in the Connection Properties window. This ICS line must be set to be answered after the delay programmed using the Seconds to wait before answering setting in RAD programming. Once the RAD answers, ICS Remote Tools transmits the RAD password to connect with the Norstar ICS. For the Compact ICS 2.0 I-RAD, ICS Remote Tools uses the modem to dial the ICS using the phone number you specify in the Connection Properties window. The line and delay for answering with the I-RAD must be programmed in Compact ICS programming using the I-RAD settings found under the Remote access subheading. Once the RAD answers, ICS Remote Tools transmits the RAD password to connect with the Norstar ICS. See the Compact ICS Installer Guide for detailed information. Operator-assisted connection Like the remote connection, an operator-assisted connection uses a modem to link your PC to the RAD. The difference is that you must get assistance from the customer site before ICS Remote Tools can make a connection. To make an operator-assisted connection, use the telephone connected to your PC's modem to call the attendant and have your call transferred to the RAD. With an external RAD, the receptionist can transfer the call to the RAD by pressing ƒ. If you are connecting with a Compact ICS, the receptionist can transfer the call to the I-RAD by pressing ƒ. After you hear the high pitched tone, which tells you the transfer is completed, click as quickly as possible, then hang up the telephone. ICS Remote Tools completes the connection to the RAD. An operator-assisted connection is used when the ICS is located at a remote site and ICS Remote Tools cannot access the RAD directly you wish to talk to someone on site before you make the online connection the RAD is not set up to automatically answer calls the ICS has undergone a cold start (all system programming is lost) and the programming for automatic answering is lost Auto-Attendant connection An Auto-Attendant connection is used only when a Compact ICS is located at a remote site. The Auto-Attendant, if available, is an alternative to having the I-RAD answer a line (remote connection) or to programming an ICS for remote access. To make an Auto-Attendant connection, use the telephone connected to your PC s modem to call the Auto-Attendant. After the Auto-Attendant answers, enter the Auto DN (directory number), or DISA DN (direct inward service access directory number) and the Class of Service password. Then enter ***RAD (***723) to transfer the call to the I-RAD. P Issue 11 Remote Tools User Guide

37 Making an online connection 29 Configuring a modem for operator-assisted and Auto- Attendant connections For an operator-assisted or Auto-Attendant connection, you must have access to a separate line port and phone port on the modem. These two ports are either part of the modem or created by inserting a commercially available dual phone port device into the modem phone port. Connect one port to a public network line and the other to an analog telephone that you use to make the call. Caution: Modems that require a dual phone port device to perform operatorassisted or Auto-Attendant calls are susceptible to noise generated when you hang up your telephone. For operator-assisted or Auto-Attendant calls, it is highly recommended that you use a modem that has a separate line port and phone port instead of one that requires a dual phone port device. Setting the connection properties The Connection Properties window allows you to configure your connection to an ICS. There are three action buttons used to modify the settings in the Connection Properties window. changes the values of all the settings back to the original defaults. Figure 6 shows the window with the default values. If you have opened ICS Remote Tools from Norstar Manager, the values you see in the Connection Properties window are the Norstar Manager defaults. You can click to bring up the defaults that are used when you open ICS Remote Tools independently. stores the values for each of the settings as they are currently shown on the window as your preferences. These settings will be used every time the Connection Properties window appears, unless you open ICS Remote Tools from Norstar Manager. changes the values of all the settings to the preferences you have saved using. Once you have configured the connection settings as they apply to your PC, you can save the settings as your preferred configuration for connecting from your PC. In most cases, only the RAD phone number and password will have to be reentered to make a successful connection. Note: If you lose the connection to the ICS, the RAD Phone Number and RAD Password information cannot be changed when you attempt to re-establish the connection right away. If you wish to change these settings, exit and restart the tool, then enter the new information. Remote Tools User Guide P Issue 11

38 30 Making an online connection Figure 6 The Connection Properties window with default settings (remote connection) Choosing the connection settings Listed below is a description of the fields and settings on the Connection Properties window that you can change before the connection. Instructions on how to change settings for each type of connection follows the list. RAD Phone Number: For remote connections you must specify the RAD phone number. To accommodate the use of different phone number formats, any combination of up to 32 numbers or characters is allowed. ICS Remote Tools does not verify that the dialing sequence is valid. RAD Password: The ability to administer an ICS remotely is protected by a password. The RAD does not allow access to the system until it receives a valid password, which can be up to 10 digits long. To help keep the password secure, only asterisks (*) appear in the field. COM Port: This is the communication port on the PC that ICS Remote Tools uses to communicate with an ICS. You can select COM1 through COM9. The default is COM1. Connect Type: ICS Remote Tools can connect to an ICS in several different ways: Direct, Remote, Operator Assisted, or Auto-Attendant. The connection type used depends on whether the PC running ICS Remote Tools is directly or remotely connected to the RAD, the capabilities of an ICS, and the remote access programming for an ICS. See Different types of online connections on page 26 for detailed information. The default is Remote. Baud Rate: This is the communication rate used by ICS Remote Tools to communicate with an ICS in an online session. The default is If you are using a direct connection, the local baud rate at the RAD must match the baud rate chosen for the direct connection in ICS Remote Tools. If you are using a remote type of connection, 1200, 2400, 4800, 9600 or baud can be used. If you choose a baud rate for a remote connection that is higher than the rate supported by the RAD, your modem will auto-baud down to the modem speed of the RAD. P Issue 11 Remote Tools User Guide

39 Making an online connection 31 If you have problems connecting with an ICS because of a noisy line, try choosing a lower baud rate for the connection. The Compact ICS 2.0 I-RAD can be programmed to use a Fast or Slow baud rate using the Intrl modem setting. See the Compact ICS Installer Guide for more information. Modem Init String: The default value or existing internal string for the ICS Remote Tools modem init string is EQ0X4V1&D2&C1S7=85. E Q0 X4 V1 &D2 &C1 Do not echo local commands. Return response codes. Return modem responses for ring, busy, no carrier, and connect speeds. Return verbal response codes. Accept commands only when data transfer ready (DTR) is high and drop the call when DTR is low. Set the carrier detect (CD) high when the remote carrier is detected and drop the CD when the remote carrier is lost. S7=85 Wait up to 85 seconds for the remote carrier to be detected. ICS Remote Tools always resets the modem first by sending an ATZ code. Additional modem init strings are included in the ICS Remote Tools Help file which is included in the ICS Remote Tools program folder. If your modem cannot connect to a RAD, you may use the modem init string field to include additional commands at the beginning or end of the string, or to edit the existing string to be sent to your modem. Refer to the user manual for your modem for information on what codes must be included in the modem init string, and where in the string you should add the codes. Note for US Robotics modem users: Be sure to add &I0 (software flow control is disabled) and &B1 (fixed serial port rate) to your modem init strings, and change X4 to X1 (modem responses). Note: In general, you should not delete or alter any of the commands in the default string. However, the modem wait for carrier delay (S7) must be set to include both the delay before the RAD auto-answers and the time for the call to be dialed and connected. Some modems have a maximum wait of 60 seconds. If this is the case, you may set S7 in the modem init string to a lower value. If you lower the S7 value and also wish the RAD to auto-answer before the modem times out, you must ensure that the seconds to wait before answering at the RAD is less than the S7 value. Refer to the documentation that comes with your modem for the maximum carrier delay time. The recommended S7 setting is 85 seconds if the RAD is set to answer automatically after 60 seconds. Remote Tools User Guide P Issue 11

40 32 Making an online connection If you have erased the default commands in the modem init string, you can choose values. to change the Connection Properties settings to the default Dial Mode: The dial mode used by ICS Remote Tools can be either pulse or tone, depending on the type of CO line (the line supplied by your telephone service provider) the modem is using. The default is Tone. Connecting to ICS with a remote or direct connection 1. Double-click the ICS Remote Tools icon. 2. Double-click the icon of a tool that requires an online connection (such as Remote Set). The Connection Properties window appears. Click in the Connection Progress dialog box at any time if you wish to cancel the connection or dismiss the dialog box. Figure 7 Connection Properties window (settings for a direct connection) 3. Click the drop-down arrow beside the Connect Type field and then choose either Direct or Remote connection. 4. If this is a remote connection, select the RAD Phone Number text box and type the phone number of the RAD. 5. Select the RAD Password text box and type the RAD password. 6. Click the drop-down arrow beside the COM Port field and choose the PC communication port ICS Remote Tools will be using. 7. Click the drop-down arrow beside the Baud Rate field and then choose the appropriate baud rate. P Issue 11 Remote Tools User Guide

41 Making an online connection Use the Modem Init String text box when your modem requires different initialization string commands than those in the default internal string. Select the Modem Init String text box and type the commands. Note: If you have erased the default commands in the modem init string, you can click to change the Connection Properties settings to the default values. 9. Click the drop-down arrow beside the Dial Mode field and then choose Pulse or Tone. 10. Click. The Connection Progress dialog box appears. When the PC to ICS connection is established, the window for the tool you have selected appears. If you have problems making a direct connection, use the RADMIN telephonebased interface to check that the local baud rate of the RAD is set to match the Baud Rate setting for the connection. For more information, refer to the RAD Installation Guide. The local baud rate (to be distinguished from the Alarm Baud Rate on the RAD Administration window used with the Remote Set tool) can be adjusted only through the RADMIN feature on a telephone, and not through the RAD Administration window in the Remote Set tool. Connecting to ICS with an operatorassisted connection If an ICS is at a remote site and can only be reached through the attendant, you must select the Operator Assisted option. With the Operator Assisted option you must phone the attendant at the remote site and ask them to transfer the call to the RAD. For an operator-assisted connection, you must have access to a separate line port and phone port on the modem. These two ports are either part of the modem, or created by inserting a commercially available dual phone port device into the modem phone port. Connect one port to a public network line and the other to an analog telephone that you use to make the call. Caution: For operator-assisted calls, it is highly recommended that you use a modem that has a separate line port and phone port instead of one that requires a dual phone port device. To make an online connection with an ICS using an operator-assisted connection 1. Double-click the ICS Remote Tools icon. 2. Double-click the icon of a tool that requires an online connection (such as Remote Set). The Connection Properties window appears. Click in the Connection Progress dialog box at any time if you wish to cancel the connection or dismiss the dialog box. Remote Tools User Guide P Issue 11

42 34 Making an online connection Figure 8 Connection Properties window for operator-assisted connection 3. Select the RAD Phone Number text box and type the phone number of the RAD. 4. Select the RAD Password text box and type the RAD password. 5. Click the drop-down arrow beside the COM Port field and choose the PC communication port ICS Remote Tools will be using. 6. Click the drop-down arrow beside the Connect Type field and then choose Operator Assisted. 7. Click the drop-down arrow beside the Baud Rate field and then choose the appropriate baud rate. 8. Use the Modem Init String text box when your modem requires different initialization string commands than those in the default internal string. Select the Modem Init String text box and type the commands. Note: If you have erased the default commands in the modem init string, you can choose to the default values. to change the Connection Properties settings 9. Click the drop-down arrow beside the Dial Mode field and then choose Pulse or Tone. 10. Click. The Operator Assisted Mode dialog box appears. P Issue 11 Remote Tools User Guide

43 Making an online connection 35 Figure 9 The ICS Remote Tools Operator Assisted Mode dialog box 11. Use the telephone attached to the modem to dial the number of the remote Norstar system. 12. If you are connecting to a Compact ICS, when your call is answered, ask the attendant to transfer the call to the I-RAD by pressing ƒ. If you are connecting to any other system, when your call is answered, ask the attendant to transfer the call to the RAD by pressing ƒ. Note: You must place the customer call from the telephone connected to the same line as the modem. 13. When you hear the carrier signal (the high-pitched modem tone), choose as quickly as possible to ensure a successful connection, and hang up the phone. When the PC to ICS connection is established, the window for the tool you have selected appears. Connecting to a Compact ICS using the Auto-Attendant If the Compact ICS is at a remote site and can only be reached through the Auto- Attendant, you must select the Auto-Attendant option. With the Auto-Attendant option you must phone the remote site and transfer the call to the I-RAD. For an Auto-Attendant connection, you must have access to a separate line port and phone port on the modem. These two ports are either part of the modem, or created by inserting a commercially available dual phone port device into the modem phone port. Connect one port to a public network line, and the other to an analog telephone that you use to make the call. Caution: For Auto-Attendant calls, it is highly recommended that you use a modem that has a separate line port and phone port instead of one that requires a dual phone port device. Remote Tools User Guide P Issue 11

44 36 Making an online connection To make an online connection with a Compact ICS using an Auto-Attendant connection 1. Double-click the ICS Remote Tools icon. 2. Double-click the icon of a tool that requires an online connection (such as Remote Set). The Connection Properties window appears. Click in the Connection Progress dialog box at any time if you wish to cancel the connection or dismiss the dialog box. Figure 10 Connection Properties window for Auto-Attendant connection 3. Select the RAD Phone Number text box and type the RAD s phone number. 4. Select the RAD Password text box and type the RAD password. 5. Click the drop-down arrow beside the COM Port field and choose the PC communication port ICS Remote Tools will be using. 6. Click the drop-down arrow beside the Connect Type field and then choose Auto-Attendant connection. 7. Click the drop-down arrow beside the Baud rate field and then choose the appropriate baud rate. 8. Use the Modem Init String text box if the documentation for your modem indicates that initialization string commands are required in addition to or different than those in the default internal string. Select the Modem Init String text box and type the commands. Note: If you have erased the default commands in the modem init string, you can click to change the Connection Properties settings to the default values. 9. Click the drop-down arrow beside the Dial Mode field and then choose Pulse or Tone. 10. Click. The Auto Attendant Mode dialog box appears. P Issue 11 Remote Tools User Guide

45 Making an online connection 37 Figure 11 ICS Remote Tools Auto Attendant dialog box 11. Use the telephone attached to the modem to dial the Auto-Attendant. When you hear the Auto-Attendant greeting, dial the DISA DN or Auto DN. 12. If you have entered a DISA DN, wait to hear a stuttered dial tone, then enter a Class of Service password. 13. When you hear a steady dial tone, enter ***RAD (**723). 14. When you hear the carrier signal (the high-pitched modem tone), click as quickly as possible to ensure a successful connection, and hang up. When the PC to ICS connection is established, the window for the tool you have selected appears. Exiting from an online session using ICS Remote Tools When you exit from an online session, you are breaking the connection between your computer and the RAD. To exit from an online session 1. Exit from the tool you are running, if any. 2. Close the ICS Remote Tools window, or choose Exit from the Tool menu. Exiting a tool does not drop the connection to an ICS. You can exit a tool and run another tool without interrupting the connection. Remote Tools User Guide P Issue 11

46 38 Making an online connection ICS Remote Tools drops the connection after 3 minutes if there is no active tool. You cannot close the ICS Remote Tools window while you are running a tool. To end a connection to the ICS On the Tool menu, click Terminate Connection, or press CTRL+T. This allows you to end the connection right away. Working with the Connection Progress dialog box When you go ahead with a connection, the Connection Progress dialog box appears. Figure 12 Connection Progress dialog box Choose at any time to stop the connection. The Connection Progress dialog box disappears. Recovering from a failed connection attempt When a connection attempt fails, a message giving the reason for the failure appears in the Connection Progress dialog box. In some cases, ICS Remote Tools is not able to determine why the connection failed. Possible causes are: an incompatible baud rate at the RAD a disconnected serial cable no RAD installed at the ICS Three options are available in the Connection Progress box after a connection fails. ends the connection attempt without changing the connection options or retrying the connection. opens the Connection Properties window, which allows you to make changes to the connection settings before trying the connection again. tries the connection again with the same connection settings. P Issue 11 Remote Tools User Guide

47 Making an online connection 39 Recovering from a lost connection If the serial cable connecting the PC to the RAD becomes disconnected, or if the connection is lost for any other reason, a warning dialog box appears. The options available to you when a connection is lost depends on the tool. For example, the Backup and Restore tool allows you to retry the connection or close the tool window. See the sections for each tool for more information. Remote Tools User Guide P Issue 11

48 40 Making an online connection P Issue 11 Remote Tools User Guide

49 Using RAD agent About RAD Agent RAD Agent allows a remote PC (personal computer) running ICS Remote Tools to connect to the RAD (remote access device) through a computer network. Instead of calling or being transferred to the RAD, the remote connection is made through an on-site PC directly connected to the RAD. The remote and on-site PCs must be able to communicate with each other over a LAN (local area network) or WAN (wide area network). This section discusses: the hardware configuration needed to use RAD Agent how to set up RAD Agent with user accounts and connection settings the steps for making an online connection to an ICS using RAD Agent Remote Tools User Guide P Issue 11

50 42 Using RAD agent RAD Agent hardware configuration To use RAD Agent, you need two PCs running Windows 95 or Windows NT which communicate with each other over a LAN or WAN. There are many possible configurations of hardware and software that will allow the two PCs to exist on the same network. See the Integrated Data Module 200 Installer Guide for information about creating computer networks using an ICS and Integrated Data Module 200. RAD ICS RS-232 cable PC with RAD Agent LAN/WAN PC with Norstar ICS Remote Tools Figure 13 Example of an ICS and computer network configuration using the RAD Agent Installing the RAD Agent RAD Agent is installed on the PC which has a direct connection to the RAD (See Figure 13). To install the RAD Agent software on the PC, follow the general installation instructions for Norstar ICS Remote Tools at the beginning of this guide. When you are asked which tools you wish to install, choose Norstar ICS Remote Tools. Running the RAD Agent 1. Click the Start button. 2. Point to the Program menu item. 3. Point to Norstar Remote Utilities. 4. Point to Norstar ICS Remote Tools. 5. Point to RAD-IP Agent. If no Administrator account exists for the program, a message appears asking you to create one (Figure 15). You have to complete the steps given under Configuring the RAD Agent before the program can run normally. When the RAD Agent is running, an icon appears in the bottom right of the Windows 95 desktop. This is the only sign that the RAD Agent is running during normal operation. If the cursor rests on the icon for more than two seconds, a label appears to identify it. P Issue 11 Remote Tools User Guide

51 Using RAD agent 43 Figure 14 RAD Agent icon with transient label Configuring the RAD Agent The RAD Agent configuration is made up of two parts: assigning one or more user accounts (including an Administrator account), and setting the connection properties. You are prompted to enter this configuration information the first time the RAD Agent is run. Once the initial configuration is complete, a user who wants to change the configuration of the RAD Agent must log in using an Administrator account. To create the initial Administrator account and enter the connection properties 1. Using the Program menu, RAD Agent. If no Administrator account exists when the RAD Agent is run, a message appears asking you to create one (Figure 15). Figure 15 Message asking for administrator account configuration 2. Choose. The Add User dialog box appears. Figure 16 Add User dialog box during initial configuration 3. Enter the User ID and User Password for the administrator, then enter the password again in the Confirm Password box. Remote Tools User Guide P Issue 11

52 44 Using RAD agent 4. Choose. The Add User dialog box disappears. If you wish to discard the information you have entered and return to the message, choose. If no connection properties have been set when the RAD Agent is run, a message appears asking you to define them(figure 17). Figure 17 Message asking for a Connection Properties configuration 5. Choose. The Connection Properties window appears. Figure 18 Communications properities dialog box for RAD Agent 6. Enter the RAD Password and select the appropriate COM port, Connect Type (usually Direct), and Baud Rate for the connection to the ICS. For more information about the settings, see Making an online connection on page 25. Note: Although you can select options other than Direct for the Connect Type, RAD Agent is not designed to support Auto Attendant or Operator Assisted connections. To avoid problems, use only the Direct or Remote setting for RAD Agent. 7. Choose. The RAD Agent attempts to connect with the RAD using the settings you have entered. When the connection is successful, your initial configuration of RAD Agent is complete. P Issue 11 Remote Tools User Guide

53 Using RAD agent 45 Making changes to the RAD Agent configuration Once the RAD Agent configuration is set, it can be changed using the NRU RAD Agent window. This allows you to add or remove user accounts, or adjust the connection settings for the connection to the ICS. To see the NRU RAD Agent window 1. Make sure RAD Agent is running. 2. Click the RAD Agent icon (Figure 14) in the bottom right corner of your desktop. Figure 19 NRU RAD Agent window The window shows you the services which are currently installed. Remote Access is the only service offered for the RAD Agent in this version of ICS Remote Tools. If you select Remote Access from the list, you can use the buttons on the right to start or stop the service. The Configure button is not available for Remote Access. To close the RAD Agent window From the Agent menu, choose Exit; or click. To add a User or Administration account for RAD Agent 1. Double-click the RAD Agent icon (Figure 14) in the bottom right of the desktop. The NRU RAD Agent window appears. 2. Choose Users from the Configure menu. (Do not confuse the Configure menu at the top of the window with the Configure button). The RAD Agent Administrator Login box appears. Figure 20 Administrator Login dialog box Remote Tools User Guide P Issue 11

54 46 Using RAD agent 3. Enter the Administrator User ID and Password. All services are suspended during the user configuration process. For example, the ICS cannot be accessed by ICS Remote Tools using RAD Agent when you are adding a new user account. 4. Choose. The RAD Agent Users window appears. Figure 21 RAD Agent Users window 5. Choose to add a new user. The Add User dialog box appears. 6. Enter the UserID and Password for the user. 7. Select Admin in the User Type box if you are creating an Administration account. 8. Click. 9. Click. The RAD Agent Users box disappears. Services which were active before the configuration change are reactivated. To delete a User or Administration account for RAD Agent 1. Double-click the RAD Agent icon (Figure 14) in the bottom right of the desktop. The NRU RAD Agent window appears. 2. Choose Users from the Configure menu. (Do not confuse the Configure menu at the top of the window with the Configure button). The RAD Agent Administrator Login box appears. 3. Enter the Administrator User ID and Password. All services are suspended during the user configuration process. For example, the ICS cannot be remotely administered using the RAD when you are deleting a user account. 4. Choose. The RAD Agent Users window appears. P Issue 11 Remote Tools User Guide

55 Using RAD agent Select one or more users you wish to remove from the User Name list. Note: You cannot delete the Administration account you use to log in to the RAD Agent Users window. One Admin account can delete another Admin account, but not itself. 6. Choose. A message appears asking you to confirm that you want to delete the selected user or users. 7. Click. The message box disappears and the selected user accounts are deleted. 8. Click. The RAD Agent Users box disappears. Services which were active before the configuration change are reactivated. Changing connection properties If the RAD connected to the ICS is moved or reprogrammed, it may be necessary to change the connection properties to allow the RAD Agent to establish a connection. To make changes to the RAD Agent connection properties 1. Double-click the RAD Agent icon (Figure 14) in the bottom right of the desktop. The NRU RAD Agent window appears. 2. Choose Connection from the Configure menu. (Do not confuse the Configure menu at the top of the window with the Configure button). The NRU RAD Agent window appears. 3. Enter the Administrator User ID and Password. All services are suspended during the user configuration process. For example, the ICS cannot be accessed by ICS Remote Tools using RAD Agent when you are changing the connection properties for the RAD Agent. 4. Choose. The Configuration Properties window appears (Figure 18). 5. Make changes as needed to the RAD Password, COM port, Connect Type, and Baud Rate settings. For more information about the settings, see Making an online connection on page Choose. The RAD Agent attempts to connect with the RAD using the settings you have entered. When the connection is successful, services which were active before the configuration change are reactivated and you are returned to the NRU RAD Agent window. Remote Tools User Guide P Issue 11

56 48 Using RAD agent Making an online connection using RAD Agent Once the RAD Agent software is installed and configured on the PC connected to the RAD at the customer site (client PC), and the network supported by the IDM 200 is established, the client PC is able to support connections to the RAD from another PC on the network (server PC) which is running ICS Remote Tools software. ICS Remote Tools works the same way for a server PC as it does when you are making an online connection using a modem or direct connection with a RAD. When you run a tool or initiate an activity which requires an online connection, the application prompts you to enter the connection settings. But instead of using the Communication Properties window, the settings for the connection are entered using the Socket Connection Properties window. Preferences for connections are set using the View menu in the ICS Remote Tools window. To set Remote Tools to use the RAD Agent for online connections 1. On the server PC, open the ICS Remote Tools window. 2. In the View menu, select Options. The Options dialog box appears. 3. In the Physical Layer List, select RAD Agent TCP/IP Communications. 4. Click. To initiate an online connection using the RAD Agent 1. Make sure your connection option is set to RAD Agent TCP/IP Communications using the steps given under To set Remote Tools to use the RAD Agent for online connections. 2. Run a tool or initiate an activity which requires an online connection to the ICS. The Socket Connection Properties window appears. Figure 22 Socket Connection Properties window 3. Enter the Host address or the client PC, your User ID and password. 4. Click. P Issue 11 Remote Tools User Guide

57 Using the Remote Set tool About Remote Set The purpose of the Remote Set tool is to provide Windows-based capabilities for configuring, administering and maintaining the Norstar ICS and peripherals using windows that simulate Norstar M7310 and M7324 telephones. Using the Remote Set tool when connected to the ICS allows you to read and modify ICS data. When your PC has an online connection with the ICS, any programming changes you make are immediate, or take effect when you end the programming session. The Remote Set tool can be used to program any Norstar system including those systems programmed by Norstar Manager. Other uses of the Remote Set tool create and change programming of an ICS provide access to and remotely program Voice Mail features, except those requiring voice capability remotely program Station Message Detail Recording (SMDR), Door Phone and other peripherals that use the telephone for programming remotely administer an external remote access device (RAD) program an ICS using the two simulated telephone types deal with direct queries of device status access Feature **DEBUG sessions copy DNs (directory numbers) and lines within a system Using the simulated telephone windows Both simulated telephone windows contain the following navigation buttons: M7310 or M7324: This button allows you to change the telephone type that the RAD is emulating without having to disconnect and reconnect to the RAD. Remote Tools User Guide P Issue 11

58 50 Using the Remote Set tool RAD Administration: This button brings up the RAD Administration window, from which you can configure the RAD (not including the FastRAD or I-RAD). To configure an I-RAD, use ƒ flfl or switch to the Browser tool to change the I-RAD settings found in ICS programming. See the Compact ICS Installer Guide for more information. To configure the FastRAD, use ƒ. See the FastRAD Installation Guide for more information. When you are using recent versions of the FastRAD and I-RAD, the RAD Administration button changes to a Change Password button. You get an error message if you try to use the RAD Administration button with older versions of FastRAD and I-RAD. Exit: This button takes you back to the ICS Remote Tools window but retains the existing RAD connection. Figure 23 The M7310 telephone simulation window (default) P Issue 11 Remote Tools User Guide

59 Using the Remote Set tool 51 Figure 24 The M7324 telephone simulation window On the following pages, you will learn how to configure the RAD with the RAD Administration window, use the telephone simulations for ICS programming, and start a programming session for an ICS. For detailed information on programming a Norstar ICS, see your Installer Guide and System Coordinator Guide. Programming the RAD The RAD Administration window allows you to configure the RAD. To access the RAD Administration window, click the RAD Administration button from the top of the simulated telephone window. Note: These features and procedures do not apply to the FastRAD or the I-RAD. Use Feature 9** on one of the Remote Set telephone simulation windows to change the settings for a FastRAD remotely. Use ICS programming to change the settings for an I-RAD. Caution: To access the RAD without operator assistance, ensure the Automatic Answer of Incoming Calls option is selected. Remote Tools User Guide P Issue 11

60 52 Using the Remote Set tool Figure 25 The RAD Administration window The RAD requires a password before Remote or Direct access is allowed. At the time of installation, you must program the RAD using a two-line display telephone. See the RAD Installation Guide. Note: On some older versions of the RAD, password programming is not required. You may change the RAD s remaining default values in one of three ways: At installation time, use the telephone RADMIN feature. See the RAD Installation Guide for details. By direct connection, use the RAD Administration feature of the Remote Set tool. By remote operator assisted connection, use the RAD administration feature of the Remote Set tool. RAD Administration window attributes Default values may vary depending on the type of RAD being used. The following attributes may be configured from the RAD Administration window: System ID: The 10-digit system identification number identifies the RAD for alarm reporting. P Issue 11 Remote Tools User Guide

61 Using the Remote Set tool 53 System Name: The system name identifies the RAD for alarm reporting and has up to 16 ASCII characters. Password: The password can be changed through a telephone on site as well as through the Remote Set tool. This password has a limit of 10 digits. Automatic Answer of Incoming Calls: This option allows the RAD to automatically answer all incoming calls on the specified line. Note: If the RAD has been programmed in a previous session to cancel the Automatic Answer of Incoming Calls option, you can connect with assistance from an operator when you require a remote connection. See Operator-assisted connection on page 28 for more information. Note: When this option is disabled, automatic answering settings appear grey and cannot be changed. Answer On Line Number: In this field you can type the line number from 001 to 999 that the RAD is to answer. Seconds to Wait Before Answering: In this field you can choose the number of seconds from 6 to 60 that the RAD waits before automatically answering. Automatic Reporting of Alarms: If this option is enabled when an alarm occurs, the RAD sends an alarm indication message containing the time and date of the alarm, the system name, and the system ID to the alarm monitoring center. The message will be sent in the form of an ASCII character stream and will conform to standards specified for TTY interfaces. Note: When this option is disabled, auto-alarm related options appear grey and cannot be changed. Report Alarms On Line Number: In this field you can type the line from 001 to 999 used by the RAD to report alarms. Note: The RAD allows separate line numbers for auto-answering and alarm reporting, which can be either physical lines or target lines. However, if a target line is used for alarm reporting, alarm reports will not be generated. Alarm Monitoring Number 1: This is the first telephone number the RAD calls to report alarms. It has a limit of 16 digits. Note: Only numbers, * and # can be entered in this field. Alarm Monitoring Number 2: This is the second or alternate telephone number the RAD calls to report alarms. It also has a limit of 16 digits. Note: Only numbers, * and # can be entered in this field. Number of Retries: This indicates how many times (from 0 to 9) the RAD tries to send an alarm after a failed attempt to report an alarm. Minutes to Wait Before Retrying: This field indicates how many minutes from 1 to 99 the RAD waits before it tries again to report an alarm. Remote Tools User Guide P Issue 11

62 54 Using the Remote Set tool Alarm Baud Rate: The RAD internal modem baud rate specifies which baud rate (300, 1200, 2400) the RAD uses for alarm reporting. Note: Local baud rate is different than the alarm baud rate. Alarm Parity: This specifies what parity setting the RAD uses for alarm reporting: none, odd, or even. Attribute System ID System Name Password Automatic Answer of Incoming Calls Default for the Global RAD no default no default no default Off Answer On Line Number Line 001 Seconds to Wait Before Answering 18 Automatic Reporting of Alarms Off Report Alarms On Line Number Line 001 Alarm Monitoring Number 1 Alarm Monitoring Number 2 Number of Retries no default no default 5 times Minutes to Wait Before Retrying 15 Alarm Baud Rate 300 Alarm Parity None Table 6 RAD attribute default values Configuring the RAD Make sure the RAD Administration window appears on your monitor. 1. Select the System ID text box and type the system ID number. 2. Select the System Name text box and type the system name. 3. Select the Password text box and type the password. The RAD password is concealed with asterisks (*). To change the password, click and enter the old and new passwords in the appropriate fields in the Change Password box. 4. Click Automatic Answer of Incoming Calls to enable or disable the option. 5. Select the Answer On Line Number text box and type the system line number the RAD is to use for auto answering. P Issue 11 Remote Tools User Guide

63 Using the Remote Set tool Select the Seconds to Wait Before Answering field and choose the number of seconds to wait before automatic answering. 7. Click Automatic Reporting of Alarms if you wish to enable or disable this feature. If this is not enabled, skip ahead to step Click the Report Alarms On Line Number text box and type the line number the RAD is to use for alarm reporting. 9. Select the Alarm Monitoring Number 1 text box and type the alarm monitoring telephone number. 10. Select the Alarm Monitoring Number 2 text box and type the alternate alarm monitoring telephone number. 11. Select the Number of retries field and choose the number of times the RAD tries to send an alarm after a failed alarm reporting attempt. 12. Select the Minutes to Wait Before Retrying text box and type the number of minutes the RAD should wait before retrying. 13. Select the Alarm Baud Rate field and choose which baud rate (300, 1200, 2400) the RAD uses for alarm reporting. 14. Select the Alarm Parity field and choose the parity setting the RAD uses for alarm reporting, either none, odd, or even. 15. Click to download the settings to the RAD. To prevent the changes from being sent to the RAD, click. Choosing either or ends the RAD Administration session. The RAD Administration window is replaced by the simulated telephone window. Conventions for using the telephone simulations When you program the ICS using the simulated telephone, you can use the PC s keyboard to enter information. Keyboard entry is significantly faster than pressing the simulated telephone buttons in the window, and is more like using a real telephone. Note: The F1 key is not mapped to a telephone button. Pressing F1 displays a list of the keyboard entry mappings as shown in Figure 26. When using keyboard entry All letters, all numbers including those on the numeric keypad on your PC, some or all function buttons, and the symbols * and # are recognized and translated to the equivalent button presses on the simulated telephone appearing in the window. Keyboard entry keys are not case-sensitive. No distinction is made between upper and lower case. Keys that are required to program the ICS but do not have direct keyboard equivalents are mapped to function buttons. See Figure 26. Common button press sequences such as Feature ** (CONFIG) and Feature **23646 (ADMIN) are mapped to function buttons. See Figure 26. Remote Tools User Guide P Issue 11

64 56 Using the Remote Set tool When entering telephone and line names, letter buttons on your PC keyboard are interpreted as numbers. On the telephone keypad, notice that the 2 button, for example, lists the letters A, B, and C above it, and that all the number buttons except 0 have letters listed above them. Pressing A on your PC keyboard is interpreted as a 2. Pressing B is interpreted as two 2s. Pressing C is interpreted as three 2s, and so on. See Figure 26. Use number buttons for entering sequences such as ** (CONFIG). When doing tasks such as name administration, advance or back up the cursor by pressing a softkey after pressing each letter. (Softkeys are located directly below the display screen in the telephone simulation window. They are also called display buttons.) After you press a letter, you will see an arrow symbol on the telephone display. This is your prompt to press the softkey located beneath the arrow. To enter Ann, for example, you press A, softkey, N, softkey, N, and softkey. If you make a mistake press the softkey to go backward. This highlights the incorrect letter. Now you can press the backspace softkey to delete the letter, or you can type over it. Then press the softkey to go forward to reposition the cursor. Moving the cursor backward or forward by using softkey in this way was designed to simulate an actual telephone. You can use the TAB key to navigate through a window. Table 7 shows the tab order of the keys when navigating through a window. For example, to enter Feature*3 you would press: 1. TAB until Feature is highlighted and press ENTER. 2. TAB until * is highlighted and press ENTER. 3. TAB until 3 is highlighted and press ENTER. Note: You can also use directional arrows to navigate through a window. P Issue 11 Remote Tools User Guide

65 Using the Remote Set tool 57 Figure 26 Keyboard entry mappings M7310 M7324 Feature Dialpad from left to right keys 1 through # Hold Rls Feature Dialpad from left to right keys 1 through # Hold Rls 3 softkeys left to right 3 softkeys left to right Shift 12 dual programmable buttons without indicators begin with upper left and go down, center and down, right and down 10 programmable buttons with indicators left and down, right and down Volume left to right M RAD Administration Exit not applicable not applicable 24 programmable buttons with indicators begin with upper left 6 and go down, upper right 6 and go down, lower left 6 and lower right 6 Volume left to right M RAD Administration Exit Table 7 Tab order for window navigation Remote Tools User Guide P Issue 11

66 58 Using the Remote Set tool Programming the ICS From the M7310 or M7324 telephone windows you can perform any type of programming that can be done from a normal telephone (except programming that requires voice capability). This includes Feature ** (CONFIG), Feature **ADMIN, and peripheral programming such as Station Message Detail Recording (SMDR), or voice mail programming. For example, to enter programming on a MICS 1.1 system: 1. Using the keyboard or the mouse, enter ƒ flfl (CONFIG) and the password on the simulated telephone dialpad. 2. The display appears: 1. Trk/Line Data. 3. Use the Heading, Show, Back, and Next navigation prompts to enter programming. Navigation prompts vary with other types of programming. Enabling Compact ICS I-RAD Some versions of the Compact ICS feature cartridge come without the I-RAD feature enabled. To enable the I-RAD, you must determine your system ID number and then obtain software keys. To obtain your software keys, contact Nortel at or contact your local telephone company. You will need to provide the customer s address and postal/zip code along with the system ID number. You will be given three 8-digit numbers. Record these numbers. From the M7310 or M7324 telephone window or set: 1. Determine the system ID number by pressing Feature **CONFIG and navigate to Software Keys. 2. Press. The eight-digit system ID number appears. Record this number. 3. Press. The heading Password Keys appears. 4. Press and enter your three 8-digit software keys. Note: Refer to the Norstar Compact ICS Installer Guide for more information about software keys. Recovering from a lost connection If the serial cable connection the PC to the RAD becomes disconnected, or if the connection is lost for some other reason, a warning box appears and the Remote Set tool disconnects from the RAD. To continue programming the system, reconnect the serial cable, adjust the connection settings (if necessary), and click. Special considerations When a connection is made to the ICS, the Remote Set tool window simulates a telephone attached to the system (but does not have all the telephone capabilities of an actual telephone). With this in mind, it is important to note the following: P Issue 11 Remote Tools User Guide

67 Using the Remote Set tool 59 Do not disable the port/extension or the B2 channel for either the RAD or the RAD line. The only method of recovery is to enable the port/extension B2 channel locally with a telephone. Do not make calls with a simulated telephone using the RAD because there is no voice channel. In addition, you cannot do any voice mail programming that requires voice recording. Use caution when clicking button representations in the window because doing so affects system operation. For example, clicking a line button answers the line if it is ringing or occupies the line if it is idle. Clicking the Call Forward button allows the telephone to forward the call when ringing lines appear. Telephone simulations do not simulate tones, ringing or LCD brightness. They are unable to generate long tones using ƒ. Although you can enter ƒ using the Remote Set tool, the tone will sound only for the duration of one mouse click. When entering data using a mouse, LCD display updates may take a fraction of a second. You should click slowly with the mouse and check that the number or letter is updated before clicking the next number or letter on the set. This delay does not occur when you use the keyboard to enter information. Remote Tools User Guide P Issue 11

68 60 Using the Remote Set tool P Issue 11 Remote Tools User Guide

69 Using the Backup and Restore tool About Backup and Restore Norstar programming is protected when you back it up frequently. If data is lost, backed up programming can be restored to an Integrated Communications System (ICS). The new Backup and Restore tool can be used with Compact ICS, version 2.0 or higher and Modular ICS (MICS), version 2.0 or higher only. The tool is completely separate from the backup and restore functions of Norstar Manager. See the Norstar Manager User Guide for information on backing up and restoring ICS programming using Norstar Manager. The Backup and Restore tool retrieves a complete copy of all or selected programming information from the ICS and stores it, usually on your PC s hard disk. You use the Backup and Restore tool when you install a new Norstar system are offering to backup customer programming as a service make significant changes to the programming of an ICS When you restore a customer s programming, a copy of their ICS programming, stored on your PC hard drive or other data storage medium, is sent to the customer s ICS. You use the Restore feature when the ICS has lost all its programming, to overwrite existing programming, or to upgrade the system. When you restore programming, the ICS is put into maintenance mode for the duration of the restore process. Remote Tools User Guide P Issue 11

70 62 Using the Backup and Restore tool How backup storage works The Backup and Restore tool stores up to two different copies of ICS programming: a current copy and an archive copy. Backups are treated like an assembly line. When a successful backup is performed, the information stored in the current version is moved to the archive version. You cannot change the file names of the programming backup. If you need to create alternate versions of the files, create additional folders to keep the likenamed files separate. Current copy This version contains the ICS programming at the time of the last backup. The current files are named Fnvram.NEW (current copy of ICS programming) Aattend.NEW (current copy of Compact ICS Auto Attendant greetings) Archive copy This version contains the ICS programming at the time of the second to last backup. It was the current copy until it was replaced by the most recent backup. The archive files are named Fnvram.OLD (archive copy of ICS programming) Aattend.OLD (archive copy of Compact ICS Auto Attendant greetings) Important: If one of the files stored on your PC becomes corrupted, you will not be able to successfully restore the programming to the ICS. You should equip your PC with an application that protects files from computer viruses and performs file backup and encryption. Using the Backup and Restore tool with Norstar Manager When you first use Backup and Restore with an ICS, a directory for the system is automatically created under the Norstar Manager directory. The name of the directory is the 10-digit system identification number (Sys ID). It will be formatted to fit the DOS naming conventions (for example, ). This path is used as the default source and destination path (seen in the PC destination/source path field) for backup or restore operations only when ICS Remote Tools is run from Norstar Manager. For information about the backup and restore features included with Norstar Manager, see the Norstar Manager User Guide. Important: Make sure you use the proper backup file when you restore programming. When the operation is complete, verify that the system is working properly. P Issue 11 Remote Tools User Guide

71 Using the Backup and Restore tool 63 Performing a backup or restore When you perform a backup, the customer s Norstar system slows down, but remains completely operational. However, when you perform a restore, the customer s Norstar system is non-operational and call processing is suspended during the restore process. We suggest you perform restores during non-business hours, and warn the customer that the Norstar system will be out of service. Because the backup or restore process keeps your PC working for a period of time, you may want to schedule backup or restore operations for a time when you don t need your PC for other tasks. The amount of time it takes for a backup or restore to complete depends on the backup or restore options you have chosen and the baud rate your PC is using. Note: For backup and restore operations, your connection to the ICS should be made using public network (uncompressed) lines. Cautions when performing a restore When you run a restore, all of the sets are put in maintenance mode. Programming data from your PC hard disk or other data storage medium is then loaded into the ICS memory. After the data is loaded, the Backup and Restore tool takes the sets out of maintenance mode by initiating a warm start. A warm start restarts the ICS with all its programming intact, including any changes you have made. If a restore fails to complete due to an error, the system will initiate a cold start. This means that all programming will be lost, and all programming settings will be returned to the factory defaults. After a cold start, you can only connect to an ICS by using an operator-assisted connection. If an ICS with only ISDN lines undergoes a cold start, there will be no lines available to make an operator-assisted connection. Programming will have to be done on-site to make incoming lines available. A restore replaces all existing programming for an ICS. A failed restore can shut down an ICS and telephone service to a site, so it is important to ensure the restore is completed successfully. To ensure a successful restore Make sure you are connecting to the proper ICS. Verify that you are using the correct backup file for the ICS to which you are connected. If you attempt to use an incompatible file for a restore, it will cause a warm start of the ICS (a restart where no programming is lost). Verify the system is working properly once the restore is complete. A restore can also fail because of conditions outside of your ICS Remote Tools setup and attributes, including: excessive noise on the line or network failure a power fail or hardware error at the ICS Remote Tools PC or LAN Remote Tools User Guide P Issue 11

72 64 Using the Backup and Restore tool a power fail or hardware error at the ICS or RAD Important: You cannot recover ICS programming that has been overwritten. Connecting to the ICS Like the other ICS Remote Tools, Backup and Restore connects to an ICS using an external remote access device (RAD), or an internal RAD (Compact ICS only). The connection settings are controlled by the Connection Properties window. It appears when you start the Backup and Restore tool. If you have already connected to an ICS using one of the other tools, Backup and Restore uses the existing connection. See Making an online connection on page 25 for more information. Starting Backup and Restore Start the Backup and Restore tool from the ICS Remote Tools window using one of the following methods: Double-click the Backup and Restore icon in the ICS Remote Tools window. Click the Backup and Restore icon and select Run from the Tool menu. Choose the Backup and Restore icon and click the Run icon in the menu bar. Choosing Backup or Restore The tabs labeled Backup and Restore move you between the backup settings and the restore settings. Click the tab of the procedure you wish to perform. You cannot change the settings while a backup or restore is in progress. P Issue 11 Remote Tools User Guide

73 Using the Backup and Restore tool 65 tabs Figure 27 Backup and Restore tool with default backup settings Remote Tools User Guide P Issue 11

74 66 Using the Backup and Restore tool Figure 28 Backup and Restore tool with default restore settings Selecting the programming to backup or restore There are two choices for the type of information you can backup to the PC or restore to an ICS. System Programming: All programming for an ICS that is done using the programming feature code (ƒ Ç؈ÏÈÌ) is part of System programming. This includes trunk and line configuration, system-wide settings, and customized telephone programming. Auto-Attendant Greetings: The messages recorded for System Answer and Custom Call Routing (CCR) using ƒ. These features are available for the Compact ICS only. P Issue 11 Remote Tools User Guide

75 Using the Backup and Restore tool 67 Figure 29 Check boxes for Backup/Restore choices Select which programming you will backup or restore by selecting or de-selecting the check box. You must choose at least one option to go ahead with a backup or restore. No options are selected by default. Important: You cannot backup the programming for a CAP (central answering position) module. Important: If you restore ICS programming which has been enabled by software keys, you may have to re-enter the keys after the restore. For example, wireless capability for Modular ICS systems in the U.S is enabled using software keys. Choosing the destination or source directory In the Backup settings, the PC Destination directory field contains the name of the directory where the backup files are stored. In the Restore settings, the PC Source directory field contains the name of the directory where the backup programming files that are transmitted to the ICS are found. If you enter a directory for backup file storage that does not exist, the Create Directory dialog box appears. See Creating a new directory on page 68 for more information. You must use an existing directory when choosing a directory as a source for a restore. Click to select a different destination or source directory using the Select Directory dialog box. See Using the Select Directory dialog box on page 68 for more information. You must have a valid entry in this field to be able to perform a backup or restore. The Restore settings include an additional check box below the PC Source directory field. By selecting the box, you will use the most recent backup file to restore programming to the system. The Restore Most Recent File check box is selected by default. Remote Tools User Guide P Issue 11

76 68 Using the Backup and Restore tool Using the Select Directory dialog box The Select Directory dialog box is used to supply an entry for the PC Destination/ Source directory. Figure 30 Select Directory dialog box You select a directory by browsing the different drives and directories on the PC. 1. Click in the Backup and Restore window. The Select Directory dialog box appears. 2. Click the drop-down arrow beside the Drives field to select the drive on the PC where the directory you will select is found. 3. Click a directory in the Directories list box, or double-click an item to see any directories within it. The directory you select will appear in the Selected Directory field. 4. Click to close the dialog box and enter the directory you have selected in the PC Destination/Source text field of the Backup and Restore window. Click to close the Select Directory dialog box without using any of the selections you have made in the box. Creating a new directory The Create Directory dialog box appears if you enter the name of a directory that does not exist in the PC Destination directory field (in the Backup and Restore window). P Issue 11 Remote Tools User Guide

77 Using the Backup and Restore tool 69 Figure 31 Create Directory dialog box Click to create a new directory. A directory with the name you entered in the PC Destination directory field is added to the drive and directory in the PC Destination directory field. Click to return to the original field. The unknown directory name you entered appears in the field. Enter a new name to replace the unknown name. Resetting the values Click to change the Backup or Restore options and the PC Destination/Source directory field to default values. You cannot reset when a backup or restore is in progress. The Backup or Restore options are not selected by default. If reset, the PC Destination/Source directory field returns to the directory associated with the ICS to which you are connected, or to the default name. Backing up programming for an ICS 1. Select at least one of the Backup options and make a valid entry in the PC Destination directory field. 2. Click. If you are not already connected to an ICS, the program starts a connection. Restoring programming for an ICS 1. Select at least one of the Restore options and make a valid entry in the PC Source directory field. 2. Click. If you are not already connected to an ICS, the program starts a connection. Remote Tools User Guide P Issue 11

78 70 Using the Backup and Restore tool Viewing the progress of a backup or restore There are three parts in the Progress area of the Backup and Restore window. Progress text: When a backup or restore is in progress, the text shows the current action and the file name. For example, Backing up System Programming into file Fnvram.new. You also see what percentage of programming has been backed up or restored. There is no progress text if a backup or restore is not in progress. When you go ahead with a restore, there is a period of a minute or longer while the restore action is initiated. Progress indicator: When a backup or restore is in progress, a bar graph shows the rough percentage of the action that is complete. It does not appear unless a backup or restore is occurring. : When a backup or restore is in progress, you can click to discontinue the operation. See Stopping a restore on page 70 and Stopping a backup on page 70 for more information. Figure 32 Progress indicator (Backup in progress) Stopping a backup Click to discontinue a backup. The Close Application dialog box appears if you try to close the Backup and Restore tool while a backup is in progress. The backup continues behind the dialog box until you respond. Click If you click to stop the backup., the backup will continue. Stopping a restore Click to discontinue a restore. If you click while a restore is in progress, the Stop Restore dialog box appears. P Issue 11 Remote Tools User Guide

79 Using the Backup and Restore tool 71 Figure 33 Stop Restore dialog box The Close Application dialog box appears if you try to close the Backup and Restore window while a restore is in progress. Important: If you stop a restore, you must perform another, successful restore or the system will initiate a cold start. This means all programming will be lost and all settings will return to the factory defaults. The system will also initiate a cold start if you select the Backup tab, or close the Backup and Restore window after stopping a restore. Click If you click to stop the restore action., the restore action continues. If you go ahead without completing the restore action, the Cold Start Warning dialog box appears. It tells you that the system will initiate a cold start. You can only click. Figure 34 Cold Start Warning Dialog Box Completing a restore action When the restore is complete, the Warm Start Warning dialog box appears. A warm start (a restart of the system where no programming is lost) is needed for the restored programming to take effect. The restart will end your connection with the ICS. Remote Tools User Guide P Issue 11

80 72 Using the Backup and Restore tool Figure 35 Warm Start Warning dialog box 1. Click. 2. Close the Backup and Restore window. The ICS is restarted and your connection to the ICS is dropped. Note: The ICS remains in maintenance mode and will not cold start or warm start until the Backup and Restore window is closed or after 30 minutes. Closing the Backup and Restore tool Click. You cannot click if a backup or restore is in progress. Recovering from a lost connection If the serial cable connection from the PC to the RAD becomes disconnected, or if the connection is lost for some other reason, a warning box appears. Figure 36 Lost Connection warning box closes the dialog box and returns you to the Backup and Restore window. The destination of the connection settings (the ICS you were connected to) remains the same. P Issue 11 Remote Tools User Guide

81 Using the Backup and Restore tool 73 closes the dialog box, starts another attempt to connect with the ICS (if required), and then retries the current backup or restore action. The application only retries the operations that are not complete when the connection is lost. For example, if you have selected both the System Programming and Auto-Attendant Greetings options for backup, and the connection fails while the Auto-Attendant Greetings are being backed up, only the backup of Auto-Attendant Greetings is retried. closes the dialog box and the Backup and Restore tool. To connect to a different ICS, or to change the settings used for the connection, click to close the tool window. You can then restart the tool and make changes to the Connection Properties window. Error messages When a backup or restore cannot be completed, a Backup or Restore dialog box appears. The message in the box will describe why the action couldn t be completed. There are one or more action buttons in an error message dialog box. : Closes the dialog box and allows you to continue working in the Backup and Restore window. : Closes the dialog box and stops the attempt to connect, or the backup or restore action. You can continue to work in the Backup and Restore window. : Closes the dialog box and starts another attempt to connect with the ICS (if required) and retries the current backup or restore action. : Closes the dialog box and proceeds with any other backup or restore options. The backup or restore option that can t be completed is cancelled. : Closes the dialog box and the Backup and Restore window. Remote Tools User Guide P Issue 11

82 74 Using the Backup and Restore tool P Issue 11 Remote Tools User Guide

83 Using the Browser tool About the Browser tool The Browser tool allows you to view and change the programming for the Norstar Modular ICS and Compact ICS running software version 2.0 or higher. The tool is installed on your PC in the Norstar Remote Utilities program group. You use the ICS Remote Tools window to start the Browser tool and establish a connection with the ICS. This section gives you the information and procedures that are specific to the Browser tool. About the Browser tool window Like the Remote Set tool, the Browser tool lets you see and make changes to the ICS programming using an online connection. Instead of simulating the telephone display, the Browser tool shows multiple levels of the programming tree (Tree List). You can use the Browser tool to show and hide headings, subheadings and settings by expanding and collapsing the levels of the Tree List open a heading to see additional settings change settings by selecting options and entering information in the window change settings by adding or removing items from lists (for example, adding or removing line assignments) use a dialog box to copy settings see your programming updates take effect by refreshing the Tree List Remote Tools User Guide P Issue 11

84 76 Using the Browser tool Changes made with the Browser tool become part of current ICS programming as soon as you press ENTER or click. click an item in the window other than the setting you just changed (it is no longer selected) click an item from a list of options Important: Programming changes are immediate and cannot be undone. If you make a mistake when programming, you will have to reenter the original programming. The window for the Browser tool is split into two parts (panes). The Tree List is on one side (left pane), and the additional settings for an open subheading or setting are on the other side (right pane). Press CTRL+TAB to move clockwise through the window (left pane, toolbar, right pane), and CTRL+SHIFT+TAB to move counter-clockwise. Figure 37 Browser window The Tree List is made up of the programming headings and subheadings. In addition, settings that are part of a list of items of the same type appear in the Tree List. For example, the list of settings under Line Assignment is made up of lines that are assigned to a set, where each line is identified by a number. When Line Assignment is expanded, the list appears in the Tree List. P Issue 11 Remote Tools User Guide

85 Using the Browser tool 77 Some subheadings or settings can be opened to show additional settings in the right pane. For example, Trunk/Line Data is the heading for a list of settings that are changed using numbers, words, and on or off options. When you open Trunk/ Line Data, the settings and options appear in the right pane. In Figure 37, the Trunk/Line Data heading for Line 001 is open, and the additional settings appear on the right. Changes made in the boxes in the right pane of the window are applied to the programming for Line 001. How programming with the Browser tool is different than set-based programming Because it uses the large screen found on PCs and a full keyboard, some programming with the Browser tool works differently than programming with a twoline display telephone. Some headings appear in different places when they appear in the Tree List. For example, the Browser tool shows Restriction filters at the top level of ICS programming. Restriction filters are shown under individual sets and lines in the set-based programming so you can move from a set or line to restrictions by pressing the buttons fewer times. When you work in the Tree List, you can move from an individual set or line back to the restrictions with one click, and program restrictions without looking at an individual set or line. The alternate arrangement of headings, subheadings, and settings may vary depending on the ICS. You can use the keyboard to choose options for settings. You can type in names, add a numbered setting to a list of settings of the same type, or choose a value (for example, the number of rings before a call is forwarded). In addition, the Browser tool recognizes shortened forms of a number: you can enter 3 instead of 003 for a three-digit line number. Some options are changed simply by adding and removing items from the Tree List. For example, if you want to assign a Line to a set, add the line to the list under Line Assignment in the Tree List (see Adding to a list of settings on page 81) then open the setting and choose appear and ring options. However, to choose the Unassigned option, you remove the line from the list (see Removing an individual setting in the Tree List on page 81). The words used for the Tree List and settings are always spelled out completely in the Browser window. For example, System programming appears instead of System prgrming. Not all the information and settings which are available during a programming session using a Norstar telephone set can be seen with the Browser tool. For example, Maintenance items such as the system test log, system administration log, and the network event log do not appear in the Browser window. Use the Remote Set Tool to access these parts of system administration. Even though the information may appear differently in the Browser tool, the programming itself is limited to what exists for the ICS. The Browser tool offers only the programming which is available during a programming session using a Norstar telephone attached to the ICS. Remote Tools User Guide P Issue 11

86 78 Using the Browser tool For information about programming your ICS, refer to your Installer Guide and System Coordinator Guide. Moving through the programming tree Click on a heading or setting in the programming tree to select it, or use the UP ARROW and DOWN ARROW keys until you have selected the item. When you click a heading or setting, the item is highlighted. You can also move through the tree by pressing a letter on the keyboard. When you press a letter, the next item in the tree that begins with that letter is selected. Changing the view of the Tree List You control which programming headings and settings appear in the Browser window. The basic top-level headings expand as needed to show any available subheadings or settings. In addition, some headings can be opened to show additional settings in the right pane (the right half of the window). : The heading can be expanded to show subheadings or settings. Click or press RIGHT ARROW when the heading is selected to expand it. Note: In some cases, the Browser tool adds to show that there may be subheadings or settings, but the information has not been checked against the programming of the ICS. If there are no subheadings or settings, the disappears when you try to expand one of these items. By waiting until you try to expand items, it takes less time to expand the Tree List. : The heading can be collapsed to hide subheadings or settings. Click or press LEFT ARROW when the heading is selected to hide the items under it. : Indicates that the item cannot be opened to show additional settings in the right pane. : Indicates that the heading or setting can be opened to show additional settings in the right pane. Double-click the item or press ENTER to make the additional settings appear. Note: In some cases, the Browser tool adds to show that there may be additional settings, but the information has not been checked against the programming of the ICS. If there are no additional settings, the disappears when you try to open one of these items. By waiting until you try to open items, it takes less time to expand the Tree List. : Indicates that the heading or setting is open and the additional settings are shown in the right pane. P Issue 11 Remote Tools User Guide

87 Using the Browser tool 79 : Indicates a partial expansion of the heading. This is only possible with parts of the tree that are made up of similar items such as sets, lines, or restriction filters. See Expanding part of a heading on page 79 for more information. When a heading, subheading or setting is connected to the Tree List with a plain line, it has no subheadings or settings and cannot be expanded or collapsed. Selecting a setting in the Tree List using a value You can move to a specific setting in the programming tree by entering its value in the box in the toolbar. This is only done for parts of the tree that are made up of like settings such as sets, lines, or restriction filters. The setting does not have to be visible for you to select it. 1. Click the appropriate heading. The label of the box in the toolbar changes to match the kind of settings found under the heading. For example, if you click Terminals & sets, the label reads DN. If you expand Terminals & sets and click Line Assignment, the label changes to Line. 2. Enter the value of the setting in the box on the toolbar. Unlike a programming session at a Norstar telephone, you do not have to enter the leading zeros for a setting. For example, the Browser tool selects Line 003 when you enter 3 in the text box. 3. Press ENTER or click. The setting is selected. If the setting was not already displayed in the Tree List, it now appears under the heading. Expanding part of a heading When you partially expand a heading, you see only the setting or settings you wish to see, and the Browser does not have to take the time to fully expand the Tree List. When a heading or subheading appears with, it means the last time you were working with the list, not all of the items were expanded (programming changes you make later on could make the list complete, but the indicator will appear as you last left it). For example, if you wanted to change the name of a telephone, you could expand Terminals & sets to show only the DN you want to rename, then expand the DN to see the Name setting. Terminals & sets appears with when you expand to show the single DN. To partially expand a heading 1. Click the appropriate heading. The label of the box found in the toolbar will change to match the kind of settings found under the heading. For example, if you click Terminals & sets, the label will read DN. If you expand the heading for Line Access under a specific set, then click Line Assignment, the label changes to Line. 2. Enter the number or value of the setting you wish to select in the box. Remote Tools User Guide P Issue 11

88 80 Using the Browser tool 3. Press ENTER or click. The setting appears under the heading and is selected. If the heading or subheading is already fully expanded, or the item is already showing, the item is simply selected in the existing list. 4. Repeat steps 1, 2, and 3 to see additional settings in the list. You cannot partially collapse a list. To change a fully expanded list to a partially expanded one, collapse the heading or subheading and expand the items you wish to see. You can also partially expand a heading or subheading by adding a setting to a list. Changing programming found in the Tree List You can select, add, and remove settings that appear in the Tree List. For example, the list of lines assigned to a telephone under Line Assignment appear as a list (see Figure 38). Figure 38 Line assignment in Tree List You change these settings using buttons on the toolbar. : Allows you to select a setting after you have entered its value in the box on the toolbar. See Selecting a setting in the Tree List using a value on page 79 for additional instructions. : Add a setting to a list of items of the same type. You can also press INSERT to add an item. : Clears all items in a list of settings in the Tree List. P Issue 11 Remote Tools User Guide

89 Using the Browser tool 81 : Removes the selected setting from the list. You can also do this by pressing DELETE. The buttons are only available if the operation is valid for the heading or setting you have selected. For example, is only available when the selected heading can have items added to it, or the selected setting is part of a list that can have items added to it. Adding to a list of settings 1. Select the heading for the list, or a setting in the list. 2. Click. A dialog box appears. If is unavailable, you cannot add items to the list. 3. Type in the value for the setting. 4. Click or press ENTER. The setting is added to the list and is selected. Removing all the settings under a heading in the Tree List 1. Click the heading, or press the UP ARROW or DOWN ARROW key to select the heading. 2. Click. A dialog box appears asking if you want to clear all the items in the list. If is unavailable, you cannot clear all the items in the list. 3. Click. The settings are deleted and the heading is selected. For example, if you click the Line Assignment heading, then click the line assignments for that set will be cleared., all Removing an individual setting in the Tree List 1. If the setting already appears in the Tree List, click the setting. If only the heading for the list appears, click the heading, enter the number of the setting in the box in the tool bar, and click appear, selected.. The setting will 2. Click, or press DELETE. The setting is removed from the Tree List and the ICS programming. If is unavailable, you cannot delete items from the list. Remote Tools User Guide P Issue 11

90 82 Using the Browser tool Displaying settings in the right pane If you double-click a heading or setting that can be opened in the Tree List, additional settings appear on the right side of the Browser window. If a heading or setting can be opened, appears by it in the Tree List. The name of the item you have opened appears at the top of the right pane. If you move through the Tree List on the left side, this name remains as a reminder of which additional settings are in the right pane. Figure 39 Right pane with setting name at the top You can only open one heading or setting at a time. If you open another item in the Tree List, the new additional settings will replace the previous ones in the pane. When you collapse the Tree List so that an opened heading or subheadings is hidden, the additional settings in the right pane are cleared as well. For example, if Trunk/Line Data is selected and opened, its additional settings appear on the right. When the heading Lines is collapsed, Trunk/Line Data no longer appears in the Tree List, and the right pane is cleared. Changing an option for a setting in the right pane can change the appearance of the Tree List. For example, when the Model under User Preferences is changed from M7310 to Other, Button Programming is removed from the Tree List, because Button programming for a device other than a Norstar set (such as an ATA) is not done at the ICS. The Browser tool may also add and remove additional settings in the right pane as you make changes. For example, if the Hotline setting is changed from None to External, boxes appear to allow you to enter an external telephone number and select a method of dialing out. Changing settings in the right pane Settings in the right pane are modified by entering values into boxes or selecting items from lists. In some cases, you select an item from a list, and then type in a value to complete the option. P Issue 11 Remote Tools User Guide

91 Using the Browser tool 83 Examples: Figure 40 Example of setting in right pane (1) 1. Double-click the current value in the box. 2. Type in the new value. The new value replaces the previous value in the box. 3. Press ENTER. The new value takes effect at the ICS. Figure 41 Example of setting in right pane (2) 1. Click the drop-down arrow. The list appears. 2. Select the option. In this example, Private to: is selected. When a setting is followed by : (a colon), you must enter a value to complete the programming change. 3. Type in any additional information needed to complete the option. For example, you can enter 225 to make the line private to set Press ENTER, or click another item in the window. The new value takes effect at the ICS. In some cases, the value in a box cannot be changed because it cannot be changed in ICS programming. Copying settings and other operations Operations such as copying sets and lines, or performing a reevaluation are done using the command buttons that show up in the right pane with the additional settings. If the button label is followed by, a dialog box will appear when you click it. When you click buttons without, the operation is immediately performed at the ICS. Remote Tools User Guide P Issue 11

92 84 Using the Browser tool The dialog boxes for operations work differently depending on whether the operation is usually performed once or repeated several times. If the dialog box has and buttons, it performs an operation once. If the dialog has and a command button, the operation can be repeated before the dialog box disappears. Figure 42 Dialog box to reset log space If the dialog box has and buttons Click to perform the operation. For example, you can click space assigned to each DN. to go ahead with a re-allocation of the log or Click box disappears. to close the dialog without performing the operation. The dialog Figure 43 Dialog box for copying settings If the dialog has and a command button 1. Enter a value or select the option, if any, to define the operation. For example, you can enter the DN (directory number) to which you will copy a group of settings, or enter a range of DNs. P Issue 11 Remote Tools User Guide

93 Using the Browser tool Click the command button to perform the operation. A message appears to tell you the operation is in progress. For example, click to copy to a DN or group of DNs. The message Copying appears for a moment. 3. The operation may be performed several times and the dialog does not disappear until you click. For example, click to make the Copy Set dialog box appear. You can select the data to copy, and the DN of the destination set. Click to copy the data. You can then continue to copy programming to other DNs until you click. When you are working with either type of dialog box, you know that the Browser has gone ahead with an action because a status message appears, or because the dialog box disappears after you click. Programming the time and date with the Browser tool The values for the time and date appear in boxes, but you can only change the numbers in the boxes. The boxes only accept valid key presses. For example, if you enter 1 for the first digit of the month, you can only enter 1 or 2 as the second digit. Time is shown in a 24-hour format. You do not need to choose a.m. or p.m. If is active, click it to change the time and date to the values you have entered. When is not available, the new time and date take effect at the ICS when you move away from the time and date settings (click somewhere else in the window). Remote Tools User Guide P Issue 11

94 86 Using the Browser tool Figure 44 Right pane with time and date settings To change the time and date Select the number for the year, month, day, hour, minute, or seconds, then type a new value. or Select the number for the year, month, day, hour, minute, or seconds and adjust the value up or down using the pair of arrows to the right of the box. or Click. The boxes are loaded with the time and date from the PC s clock. The time and date at the ICS are not changed until you click. Viewing recent programming changes Programming changes you make using the Browser tool take effect immediately at the ICS, but may not appear automatically in the Tree List. Collapse and reexpand the headings to refresh the Tree List and see your programming changes. For example, if you change a card type setting from Loop to T1, and the Lines heading is already expanded in the Tree List, the lines shown under Lines in the Tree List do not change to reflect the additional 16 lines that are available for a T1 card. The additional lines appear only after you collapse and re-expand the Lines heading in the Tree List. If you try to open an item which is no longer valid because of changes to programming, an error message appears. For example, an error message will appear if you try to open a line assignment which has recently been made private to another telephone. P Issue 11 Remote Tools User Guide

95 Using the Browser tool 87 In most cases, invalid headings and settings disappear once the Browser tool has confirmed that they cannot be expanded or opened. Refreshing an invalid Tree List In some cases, the programming changes you make are so significant that the Tree List in the Browser window can no longer be used. If you try to make changes, an error message appears and you are forced to end your session with the Browser. Re-start the Browser tool to resume your work. 1. Click. 2. Double-click the Browser tool icon. The Browser window appears. This process does not change or invalidate the programming changes you made before you were forced to close the Browser tool. Warning messages Warning messages appear when you make a programming change that has a significant impact on the operation of the ICS. Once you have read the message, click to go ahead with the change. or Click to stop the change. A check box appears with some warning messages. If a check box appears, the programming change has only a minor impact on the operation of the ICS. When you select the check box, the warning message does not appear again until you restart the Browser tool. For example, if you are working with a newly installed ICS, many of the changes you make require a card or cartridge to be disabled. Instead of seeing the message warning every time you make a change that will temporarily disable the cartridge or card, select the check box the first time the message appears. You can then continue your installation programming without responding to the same message over and over. You cannot turn off warning messages for programming changes that have a major impact on the operation of the ICS. For example, if you enter a new value for the DN length under the System Programming settings, the message Changing the DN length will restrict access to the rest of the programming tree appears. If you choose, another message appears: You have made changes to the programming that require the entire programming tree to be re-initialized. Please restart the Browser to continue programming. Remote Tools User Guide P Issue 11

96 88 Using the Browser tool After a change in DN length, you must exit programming, data devices using the B2 channel drop any active calls, and programming is unavailable for a brief time. Because of all these possible disruptions to service, the appearance of this warning message cannot be stopped. Feature messages Messages also appear when the value you are attempting to enter is not valid because of its format, or does not work with the feature you are programming. Some examples: <name you typed> is not a valid option for Name. (You entered characters that are not valid for a set name.) The line is private to a set and cannot be used here. (You tried to assign a line that is private to one set to another set.) For these kinds of errors, see your Installer Guide for more information. Recovering from a lost connection If the PC loses its connection to the RAD, an error message appears. Figure 45 Lost Connection error box To retry the connection to the ICS 1. Click in the dialog box. The Browser tool window closes. 2. Click the Browser tool icon in the ICS Remote Tools window. The Connection Properties dialog box appears. 3. Click to retry the connection. P Issue 11 Remote Tools User Guide

97 Using the Browser tool 89 Error messages When the Browser tool encounters a problem with its operation, you will get an error message. When the text of an error messages is given in the following examples, <target> is the ID of the ICS, and <selected> is the customer name from the Norstar Manager database. The System ID and customer name appear only if you open ICS Remote Tools from Norstar Manager with a system selected. There are two types of error messages: fatal and non-fatal. The difference between the two types is what happens when you click. Non-fatal error messages If you click in a non-fatal error message window, you are returned to the Tree List and the Browser window does not close. Message: <item> is no longer valid Explanation: You have attempted to open an item in the Tree List that no longer exists in the ICS programming data. For example, if you expand Line assignment, and then make assigned line Line 002 private to a telephone, the assignment of Line 002 is no longer valid for other telephones. If you attempt to open Line 002 under Line assignment for another telephone, an error message appears: Line 002 is no longer valid. Suggested response: Click. The error message disappears and the invalid settings are removed from the Tree List. Message: <item> cannot be accessed at this time. Try later. Explanation: You cannot view or change the programming item because the ICS is busy. Suggested response: Continue with other programming tasks and return to the item later. Fatal error messages If you click or in a fatal error message window, the Browser tool window is closed. To restart the tool, click on the Browser icon in the ICS Remote Tools window. Message: There is not enough memory to continue the current application. Please close any other applications not in use and restart this application. OR Message: Out of memory. Explanation: The Browser tool has run out of memory. Suggested response: Remote Tools User Guide P Issue 11

98 90 Using the Browser tool 1. Click. The Browser window disappears. 2. Close any other applications running in Windows 95 or Windows NT. 3. Click the Browser tool icon. Message: Installation error #<x>. Please contact your system administrator. Explanation: Files in the ICS Remote Tools application are damaged. Suggested response: Restore the corrupted file by re-installing Norstar Remote Utilities. If this error occurs after Norstar ICS Remote Tools has been re-installed, contact Nortel technical assistance and give them the error number. Message: Internal application #<x>. Please contact your system administrator. Explanation: An error internal to the application has occurred. Suggested response: Contact Nortel technical assistance and give them the error number. Message: The RAD functionality is not enabled at the <target> system of the <selected> customer. Proper software keys need to be obtained and entered through a set administrative session (F**CONFIG). Explanation: You have tried to connect to a Compact ICS using the internal remote access device (I-RAD), but the I-RAD has not been enabled. Suggested response: Obtain Software Keys from Nortel and enter them under the Software Keys heading in the ICS programming. If remote access programming has been set up at the ICS, you can enter the keys remotely, but you cannot see any other part of programming until the keys are entered successfully. See the Installer Guide for more information. Message: You are connected to system <system type>. Browser tool is not supported on this system. Explanation: The ICS is using a Feature Cartridge that does not support the Browser tool. Suggested response: Try to use the Remote Set tool to make remote programming changes, or use Norstar Manager (if it is supported by the ICS). Message: Could not continue browsing because the <target> system of the <selected> customer is not responding. Explanation: The Browser tool is trying to update its display, but the ICS is no longer responding. This usually happens because the ICS is busy. Suggested response: Click to close the tool, then click the Browser tool icon to restart the application. If the ICS still does not respond, try later. P Issue 11 Remote Tools User Guide

99 Using the Browser tool 91 Message: Could not continue browsing because the remote programming session has timed out at the <target> system of the <selected> customer. Explanation: The PC has not responded to an ICS request in time and the ICS has timed out. This usually occurs when the PC has become too busy to respond, such as during a lengthy file operation with Windows 3.1. Suggested response: Click icon to restart the application. to close the tool, then click the Browser tool Message: Could not continue browsing because the connection has been lost to the <target> system of the <selected> customer. <additional information> Explanation: The physical connection to the ICS is broken. The additional information in the message gives you an exact reason for the broken connection. For example, if the serial cable is unplugged, the message would say No carrier. Suggested response: Verify your physical connections to the ICS. See Recovering from a lost connection on page 88. Message: You have made changes to the programming that require the entire programming tree to be reinitialized. Please restart the browser to continue programming. Explanation: The programming changes you have made are so significant that the Tree List can no longer be used. You are forced to end your session, but it does not change or invalidate the programming changes you have made before you were forced to close the Browser tool. Suggested response: Click, then click the Browser tool icon to re-start the application and continue with your programming tasks. Message: Cannot browse because a programming session is already in progress on the <target> system of the <selected> customer. Try later. Explanation: You have started the Browser tool when someone is already in a programming session at the ICS, or the ICS has not yet recognized that a remote user has ended the programming session by closing the Browser tool. For example, someone could be using a local set for a programming session, or you may have just completed a remote session. Suggested response: Wait a few minutes for the ICS to end the programming session. If you still get the error message, contact the remote site to have the local programming session ended, or try again later. Message: Cannot browse the <target> system of the <selected> customer because the map file: <map file name> is corrupted. Please contact your system administrator. OR Message: Map file: <map file name> is corrupted and must be reinstalled. Remote Tools User Guide P Issue 11

100 92 Using the Browser tool Explanation: The Browser Tool uses a file called a map file, which allows it to work with the programming for a particular ICS. The Browser tool is installed with map files for every ICS that can be used with the tool. You must install the map file for a new ICS before you can browse it. The name of the map file appears in the status bar of the Browser window. If a map file for a version of the ICS becomes corrupted, the error message appears when you try to browse that type of ICS. When this happens, the Browser tool does not start. Suggested response: Click. The Browser tool is closed. Contact Nortel technical assistance to replace the map file. Message: Latest map file: <new map file name> not found. Please contact your system administrator. Would you like to continue browsing the <target> system of the <selected> customer, using the older map file: <old map file name>, or exit the browser? Explanation: The Browser tool uses a file called a map file, which allows it to work with the programming for a particular ICS. You have connected to a system that has a slightly newer map file than what is installed with Norstar Remote Utilities. You can still browse the ICS, but you may not have access to all the settings and features in the ICS or Browser tool. Suggested response: If you know exactly which settings you wish to see or change, click and try to find the settings. If you need to be able to see and change all settings, or you cannot find the specific settings you need, exit the tool and contact Norstar technical support to get an updated map file. or Program the missing feature using Remote Set. In any case, you should contact Norstar technical support to get an updated map file. Message: Programming session timed out. Explanation: There has been no activity in the Browser tool for 30 minutes. The tool is automatically closed, and this message appears. The connection to the ICS is dropped after three additional minutes of inactivity. Suggested response: Click. If you wish to continue working with the Browser tool, you must start the application again. See Making an online connection on page 25 for more information for information about the ICS Remote Tools window timeout. Message: Map file: <map file name> is required to browse the <target> system of the <selected> customer. Please contact your system administrator. OR P Issue 11 Remote Tools User Guide

101 Using the Browser tool 93 Message: Map file: <map file name> is required. Explanation: The Browser Tool uses a file called a map file, which allows it to work with the programming for a particular ICS. The Browser tool is installed with map files for every ICS that can be used with the tool. You must install the map file for a new ICS before you can browse it. This error message appears when the Browser tool cannot find the map file that corresponds to the ICS. When this happens, the Browser tool does not start. Suggested response: Make a note of the map file name. Click. The Browser tool is closed. Contact Nortel technical assistance with the name of the map file to get the appropriate file. In most cases installing the new map file allows you to browse the corresponding ICS. However, in some cases the new map file only indicates to ICS Remote Tools that the Browser tool is not supported by the corresponding ICS. Message: The permitted number of open files was exceeded. Try closing all other applications not in use. OR Message: Could not open map file: <map file name>. Out of file handles. Explanation: The tool cannot open a map file because it would exceed the number of open files allowed by Windows. Suggested response: Close any open applications or documents that you are not using. This will allow Windows to open more files. Message: You are connected to a <ICS type> system. This does not match the system entry in the customer database. Would you like to continue browsing the system or exit the browser? Explanation: You have connected to an ICS that is associated with a record in the Norstar Manager database, but the type of ICS to which you are connected does not match the system type that is recorded in the database. For example, the ICS may have been recently upgraded. If this is the case, you should update the entry in the Norstar Manager customer database. Suggested response: Confirm the change in the ICS with the site, or continue with your session. Message: The system that you are connected to is in a market that is incompatible with the browser. Explanation: The Browser tool that is installed on your PC can only browse an ICS if it is sold in a particular market. The target system is an ICS that has been sold outside this market. Suggested response: Exit the application and contact Nortel technical assistance to get the administration software for the new market. Remote Tools User Guide P Issue 11

102 94 Using the Browser tool Message: This is an old version of the browser that does not know how to browse the <target> system of the <selected> customer. Please contact your system administrator. OR Message: Map file:<map file name> is not compatible with this version of Norstar Remote Tools. Explanation: The version of the Browser tool you are using is out of date. Suggested response: Click to close the tool. Contact Nortel technical assistance to get the most recent version of Norstar Remote Utilities. P Issue 11 Remote Tools User Guide

103 Using the Off-line Programming tool About Off-line Programming The Off-line Programming tool uses a customized Microsoft Excel workbook file (ICS workbook) and an ICS map file to electronically record and transfer Norstar ICS programming data in a Windows-based environment. With the Off-line Programming tool, you can: program an ICS by transferring customized programming data from an ICS workbook to the ICS because you select which settings are transferred to the ICS from the ICS workbook, you can do partial or full ICS programming populate an ICS workbook with information from an ICS which is already programmed you can acquire all the programming information for an ICS, or you can select partial programming information to go into an ICS workbook The Off-line Programming tool, ICS workbook, and system-specific map files are installed as part of Norstar ICS Remote Tools software. Using an ICS workbook with the Off-line Programming tool The ICS workbook is a special Microsoft Excel file which allows you to capture ICS programming information, either by entering the information manually, or by acquiring the information from an ICS using the Off-line Programming tool. To run the ICS workbook, you need Microsoft Excel version 5.0 or higher. For best results, use Excel version 7.0 or higher. See Installation on page 3 for complete system requirements. You can use the ICS workbook to record or plan programming without connecting to an ICS, but to transfer the programming to an ICS, or to populate a workbook with the programming information from an ICS, you need to use the Off-line Programming tool and an online connection. Remote Tools User Guide P Issue 11

104 96 Using the Off-line Programming tool Important Each ICS workbook file has special worksheets which allow the Offline Programming tool to use the workbook. To avoid damaging the programming ability of the ICS workbook, do not unhide, delete, or rename any of the worksheets. Do not alter the Address worksheet in any way. This chapter contains information on how to use the Off-line Programming tool with the ICS workbook. For specific information on entering information and working in the ICS workbook itself, see Using the ICS workbook (programming record) on page 111. If you need detailed programming information, see the Installer Guide or System Coordinator Guide for the ICS. Using a map file with the Off-line Programming tool Norstar ICS Remote Tools comes with a map file for each type of ICS software. For example, files for USA-MICS-XC 2.0 appear as 59D06eng.map and 59E04eng.map. When you use the Off-line programming tool, the map file translates the programming information moving between the ICS workbook and the ICS. You do not work directly with a map file, but ICS Remote Tools needs to have the map file which corresponds to the ICS with which you are working. Map files are available for downloading from the World Wide Web at the URL (Universal Resource Locator) www. nortel. com/nru. Downloading a map file and ICS workbook The most recent map files (with the extension.map) and ICS workbook are installed when you install Norstar ICS Remote Tools from either the World Wide Web, CD-ROM, or disk. The current map files and ICS workbook work with CDA-MICS-XC 2.0, USA- MICS-XC 2.0, NA-MICS-DR 2.0, NA-CICS-DR 2.0, CDA-MICS-XC 3.0, USA- MICS-XC 3.0, and NA-MICS-DR 3.0. In the future, map files and ICS workbooks which are compatible with new ICS releases will be made available for downloading from the website. To add a new map file after installation, download it into the ICSRT\Maps directory on your PC. A new workbook (with the extension.xls) should be downloaded to the ICSRT\Workbook directory. Important The original ICS workbook file is a read-only file and cannot be overwritten. Save the ICS workbook as a new file with a unique filename for each ICS. Configuring the workbook You must configure your workbook file before you can transfer its programming to an ICS, or populate it with programming from an ICS. When you click Configure Workbook on the ICS menu, you can change the workbook type and the language of the workbook (English or French). You can also add default data for the first 32 DNs (the remaining DNs are left blank). P Issue 11 Remote Tools User Guide

105 Using the Off-line Programming tool 97 Configuring the workbook for a different language takes up to ten minutes. To avoid waiting for the language configuration to finish every time you create a new ICS workbook, configure the workbook in the required language, then save the workbook with a different name. You can then use this new workbook as the starting point for all future ICS workbooks you create. Important Only configure a default workbook. Do NOT configure a workbook which contains data. 1. On the ICS menu, click Configure Workbook. 2. Select options for the type of ICS, language and defaults as required. 3. Click OK. Figure 46 Workbook Configuration dialog box Starting the Off-line Programming tool Unlike the other ICS Remote Tools which start when you click an icon for the tool, the Off-line Programming tool starts when you select an item from the ICS menu which requires the tool. Until you select an item which requires the tool, you are working offline. You cannot start the Off-line programming Tool using Norstar Manager. Programming an ICS using the ICS workbook Once you have configured your ICS workbook file, you can use it to program an ICS. See Using the ICS workbook (programming record) on page 111 for more information about entering programming data in the ICS workbook. Remote Tools User Guide P Issue 11

106 98 Using the Off-line Programming tool Important When you use the Off-line Programming tool to program a newlyinstalled ICS, or one which has undergone a cold start, make sure that the Start DN entered in the ICS workbook matches that one entered on the ICS using ƒ STARTUP. To change the programming of an ICS which has already been configured, make sure that the configuration data in the ICS workbook matches the ICS programming. For example, if the ICS has been upgraded (more set or line ports added), or if DNs have been renumbered, you should acquire the Startup sheet before making any changes to the workbook. In general, programming changes should be made by acquiring the regions with settings to be programmed, changing the programming in the ICS workbook, then programming the required regions on the ICS. Important Do not use the Off-line Programming tool for add, moves and changes programming involving Trunk Cards with existing SPID programming (part of programming for ISDN service). Use the Browser tool for this type of programming. Important The Microsoft Excel feature Share Workbook in the Tools menu should not be activated when you are programming an ICS or acquiring programming from an ICS. If it is turned on, data in some cells may be corrupted. 1. Open the ICS workbook. 2. Configure the workbook (select ICS type), select the system size, choose the appropriate hardware settings, and perform any other required programming of the workbook. See Using the ICS workbook (programming record) on page 111 for more information about entering programming. 3. Click Program ICS on the ICS menu. The Program ICS dialog box appears. Figure 47 Program ICS dialog box P Issue 11 Remote Tools User Guide

107 Using the Off-line Programming tool Select the appropriate programming options and indicate which information from the ICS workbook you want to use for programming the ICS. You can pre-validate the information contained in the ICS workbook before you use it to program the ICS, add to existing ICS programming, or overwrite existing ICS programming. Only one action may be performed at a time. More detailed descriptions of each option begin in the next section. Pre-validating information in the ICS workbook Use the Pre-Validate option to verify the specified information in the workbook before you use it to program the ICS. Pre-validation is done without an online connection. Important Pre-validating the programming information in an ICS workbook ensures that the information falls within the appropriate parameters or ranges which are allowed by the type of ICS. Because pre-validation does not check for accuracy of programming, you should not rely on it catch all programming errors. See the Installer Guide or System Coordinator Guide for the ICS for detailed programming information. 1. Open the ICS workbook. 2. Configure the workbook (select ICS type), select the system size, choose the appropriate hardware settings, and perform any other required programming of the workbook. 3. Click Program ICS on the ICS menu. The Program ICS dialog box appears (see Figure 47). 4. Select the Pre-Validate option. 5. From the Regions area, select the specific regions of programming to prevalidate by holding down the control key and clicking. You can select all the programming in the workbook using Select All Workbook Regions all of a specific type of item using Select All B1s, Select All ISDN/CTAs, Select All Trunk Lines, or Select All Target Lines all the settings under a worksheet name/programming heading by selecting the worksheet name/programming heading in the Workbook Regions box (on the left side of the dialog box) all the settings for a subheading by selecting the subheading in the Workbook Regions box (on the left side of the dialog box) Note You can deselect selected items in Regions boxes by holding the control key and clicking the left mouse button. Be sure to have the cursor on the item you want to de-select. 6. Click OK. The Off-line Programming Tool dialog box appears and the tool begins to pre-validate the selected data. The dialog box allows you to monitor the progress of the activity, or stop it. See Monitoring or stopping the progress of pre-validation, programming or acquisition on page 104. Any errors that occur in pre-validation are reported in the Errors box just below the Progress information in the same dialog box. See Viewing and saving error information on page 105. Remote Tools User Guide P Issue 11

108 100 Using the Off-line Programming tool Overwriting ICS programming Use the Overwrite ICS Program option to program the ICS with specified information from the workbook without keeping any existing ICS programming. For example, if DN 221 has lines 001 and 002 assigned to it and you overwrite with a line 003 assignment, lines 001 and 002 are replaced with line Open the ICS workbook. 2. Configure the workbook (select ICS type), select the system size, choose the appropriate hardware settings, and perform any other required programming of the workbook. 3. Select Program ICS on the ICS menu. The Program ICS dialog box appears (see Figure 47). 4. Select Overwrite ICS Program. 5. From the Regions area, select any specific regions of programming information to overwrite by holding down the control key and clicking. You can select all the programming in the workbook using Select All Workbook Regions all of a specific type of item using Select All B1s, Select All ISDN/CTAs, Select All Trunk Lines, or Select All Target Lines all the settings under a worksheet name/programming heading by selecting the worksheet name/programming heading in the Workbook Regions box (on the left side of the dialog box) all the settings for a subheading by selecting the subheading in the Workbook Regions box (on the left side of the dialog box) Note You can deselect selected items in Regions boxes by holding the control key and clicking the left mouse button. Be sure to have the cursor on the item you want to de-select. 6. Click OK. The Off-line Programming Tool dialog box appears and the tool begins overwriting the selected regions. The dialog box allows you to monitor the progress of the activity, or stop it. See Monitoring or stopping the progress of pre-validation, programming or acquisition on page 104. Any errors that occur in overwriting are reported in the Errors box just below the Progress information in the same dialog box. See Viewing and saving error information on page 105. Adding to ICS programming Use the Add to ICS Program option to program the ICS with programming such as added line appearances, line pools assignments, or other items which are found in lists of identical items. The difference between the add and overwrite options is how programming is done for lists of identical settings. For example, if DN 221 is programmed with the appearance of Line 001 and Line 002, and programming is added using a workbook which gives DN 221 a line appearance of Line 003, DN 221 will have the appearances of Lines 001, 002 and 003. If the programming is overwritten, the DN will have only the appearance of Line 003. P Issue 11 Remote Tools User Guide

109 Using the Off-line Programming tool 101 For other kinds of settings, there is no difference between using the add and overwrite options. For example, if Line 001 is assigned to DN 221 as Appear only in ICS programming and assigned in the workbook as Ring only, the ICS programming would match the workbook setting (line 001 as Ring only) after adding or overwriting the programming. 1. Open an ICS workbook. 2. Select Program on the ICS menu. The Program ICS dialog box appears (see Figure 47). 3. Select the Add to ICS Program option. 4. From the Regions area, select any specific regions of programming information\ to add by holding down the control key and clicking. You can select all the programming in the workbook using Select All Workbook Regions all of a specific type of item using Select All B1s, Select All ISDN/CTAs, Select All Trunk Lines, or Select All Target Lines all the settings under a worksheet name/programming heading by selecting the worksheet name/programming heading in the Workbook Regions box (on the left side of the dialog box) all the settings for a subheading by selecting the subheading in the Workbook Regions box (on the left side of the dialog box) Note You can deselect selected items in Regions boxes by holding the control key and clicking the left mouse button. Be sure to have the cursor on the item you want to de-select. 5. Click OK. The Off-line Programming Tool dialog box appears and the tool begins adding the selected data. The dialog box allows you to monitor the progress of the activity, or stop it. See Monitoring or stopping the progress of pre-validation, programming or acquisition on page 104. Any errors that occur when adding data are reported in the Errors box just below the Progress information in the same dialog box. See Viewing and saving error information on page 105. Acquiring programming information from an ICS You can populate an ICS workbook file with the current programming data of an ICS. You must select the appropriate ICS type for the workbook before you acquire data. Important Do not use the cut or paste functions in any applications on your PC when you are acquiring programming from an ICS. Important Acquiring programming information from an ICS overwrites some or all of the information in the workbook. To avoid losing data, acquire information into a new, clean copy of the workbook file. To keep the existing information, save the existing file under a different name, or do not save the changes after the acquiring programming. Any information added in the workbook such as notes, titles, headers and comments is not overwritten by acquiring programming. 1. Open an ICS workbook. Remote Tools User Guide P Issue 11

110 102 Using the Off-line Programming tool 2. Configure the workbook (select ICS type). 3. From the ICS menu, select Acquire ICS. The Acquire ICS dialog box appears 4. Select the full or partial acquisition option and indicate which information from the ICS you want to retrieve and populate into a workbook file. More detailed information about the options begins in the next section. Figure 48 Acquire ICS dialog box 5. Click OK. Full acquisition Use the Full Acquisition option to obtain all programming information from an ICS to populate a workbook file. 1. Open an ICS workbook. 2. Configure the workbook (select the ICS type). 3. From the ICS menu, select Acquire ICS. 4. From the Acquire ICS dialog box, select the Full Acquisition option. The acquisition automatically includes all regions. P Issue 11 Remote Tools User Guide

111 Using the Off-line Programming tool Click OK. The Off-line Programming Tool dialog box appears and the tool begins to acquire the selected data. The dialog box allows you to monitor the progress of the activity, or stop it. See Monitoring or stopping the progress of pre-validation, programming or acquisition on page 104. Any errors that occur when acquiring programming are reported in the Errors box just below the Progress information in the same dialog box. See Viewing and saving error information on page To save the information that has been captured in the open ICS workbook file, either save the file or save it under a different filename as required. Partial acquisition Use the Partial Acquisition option to obtain specific programming information from an ICS and populate a workbook file with it. Any data previously acquired in the workbook is overwritten. 1. Open an ICS workbook. 2. Configure the workbook (select the ICS type). 3. From the ICS menu, select Acquire ICS. 4. From the Acquire ICS dialog box, select the Partial Acquisition option. 5. From the Regions area, select any specific regions of programming information\ to add by holding down the control key and clicking. You can select all the programming in the workbook using Select All Workbook Regions all of a specific type of item using Select All B1s, Select All ISDN/CTAs, Select All Trunk Lines, or Select All Target Lines all the settings under a worksheet name/programming heading by selecting the worksheet name/programming heading in the Workbook Regions box (on the left side of the dialog box) all the settings for a subheading by selecting the subheading in the Workbook Regions box (on the left side of the dialog box) Note You can deselect selected items in Regions boxes by holding the control key and clicking the left mouse button. Be sure to have the cursor on the item you want to de-select. 6. Click OK. The Off-line Programming Tool dialog box appears and the tool begins to acquire the selected data. The dialog box allows you to monitor the progress of the activity, or stop it. See Monitoring or stopping the progress of pre-validation, programming or acquisition on page 104. Any errors that occur while acquiring programming are reported in the Errors box just below the Progress information in the same dialog box. See Viewing and saving error information on page To save the information that has been captured in the open ICS workbook file, save the file or save it under a different filename as required. Remote Tools User Guide P Issue 11

112 104 Using the Off-line Programming tool Monitoring or stopping the progress of prevalidation, programming or acquisition Once you have initiated programming or acquisition, the Off-line Programming Tool dialog box appears. You can monitor the progress of the pre-validation, programming or acquisition activities using the information in this box. Figure 49 Off-line Programming Tool dialog box The Progress area indicates: which activity is being performed (display changes as activity changes) the number of data settings or regions to be processed the current number of processed regions (changes as the activity progresses) the names of the regions that have been processed (list expands as the activity progresses) the number of errors that are detected (changes as errors are encountered) Click Stop to stop pre-validating, programming or acquisition. Important Stopping the activity does not cancel the programming changes which are made before you stopped the activity. Any programming which is transferred to the ICS before you click Stop becomes part of the ICS programming. If you stop an acquire, you can discard the information and return the workbook file to its original state by closing the file without saving changes, then re-opening the file. P Issue 11 Remote Tools User Guide

113 Using the Off-line Programming tool 105 Viewing and saving error information If any errors are encountered during pre-validation, programming or acquisition, an error list is generated. You can access the error list by clicking Edit Errors on the ICS menu. You can view the error list, go to any problem spots in the workbook, and save the error information into a special sheet in the workbook for reference purposes. You can set the maximum number of errors reported by the Off-line Programming tool. See Changing the settings for the Off-line Programming tool on page 106. If no errors are encountered during pre-validation, programming or acquisition, the error list will be empty. Working with the Error list 1. Select Edit Errors from the ICS menu. The OLP Errors dialog box appears. Figure 50 OLP Errors dialog box 2. For each error, the Errors list contains the error number, the name of the worksheet where the error occurred, the cell where the error occurred, and a description of the error. Important The references to cells found in acquisition errors are not useful because they are generated when the tool cannot find an appropriate cell in which to place the acquired data. This often indicates an overflow situation. For example, if an ICS is programmed with more than ten overrides, overrides with index 11 or higher show up as errors, because the workbook only has space for the first 10 overrides. Viewing an error in the workbook In the Errors dialog box, click on the desired list item to select it, then click Go to (or you can double-click on the item). The ICS workbook is displayed with the appropriate worksheet in view, and the cell where the error occurred is highlighted. Remote Tools User Guide P Issue 11

114 106 Using the Off-line Programming tool Saving items from the Error list to the workbook On the Errors dialog box, click Save. The Error list is automatically saved to a worksheet, called Errors, in the ICS workbook. Important The error information you save overwrites any previous error information saved in the workbook. Changing the value of a cell using the OLP Errors dialog box To change an error found in a cell directly, select the contents of the Value box in the OLP Errors dialog box, then enter the correct information. Changing the settings for the Off-line Programming tool The Settings dialog box is accessed from the ICS menu. The Settings dialog box can be used to set up or modify the operation of the Off-line Programming tool. Figure 51 OLP Settings dialog box (Off-line Programming tool) Default Path: This setting defines the path to a directory where intermediate transfer files are placed during programming and acquisition. The default is c:\windows\temp. It is also the directory where the debug log file is placed. Browse: This button allows you to browse directories when selecting the directory for the default path. Default: This button changes the settings on the dialog to default values. P Issue 11 Remote Tools User Guide

115 Using the Off-line Programming tool 107 Retain Program File: During programming, the application creates a data file (download.olp) which is an image of information that has been transferred from the ICS workbook to the Off-line Programming tool. The data is passed in CSV (comma separated value) files to the tool. The tool extracts this information and creates the download.olp file. This file is useful during testing to determine what information was requested by the user for programming. If the Retain Program File box is selected, the file is not deleted after the tool is finished processing it. Retain Acquire File: During acquisition, the application creates a data file (upload.olp) which is used to transmit information from the Off-line Programming tool to the Excel ICS workbook. This file is useful during testing to determine what information was acquired from the ICS. If the Retain Acquire File box is selected, the file is not deleted after the OLP tool is finished processing it. Retain CSV Files: Information is transferred to and from the ICS workbook using CSV files. These files are temporary intermediate files which are erased after they are processed. If the Retain CSV Files box is selected, the CSV files are not deleted and remain for use when troubleshooting. Debug Logging: This option places a file called OLPDLL.LOG in the default directory. It is a log of the OLP.DLL operation. Minimize Excel while operating: If this option is selected, Excel is minimized once programming or acquisition starts. Because Excel is inactive during these operations, it cannot be maximized again until the operation is completed. When this setting is not selected, you cannot minimize Excel when the Off-line Programming tool is running. However, you can still start other applications or switch to other applications running in the background by using the Start menu, ALT-TAB, or the Windows 95 or Windows NT task bar. Restore Excel when completed: If this option is selected, Excel is restored once programming or acquisition is complete, if it was previously minimized. Minimize OLP while operating: If this option is selected, the Off-line Programming Tool dialog box is minimized when the tool is programming or acquiring. Restore OLP when completed: If this option is selected, the Off-line Programming Tool dialog box is restored after the tool completes its operation (program or acquire), if it was previously minimized. Close OLP when completed: If this option is selected, the Off-line Programming tool is closed after it completes its operation (program or acquire). Allowable errors before stopping: Allows you to enter the number of errors that are tolerated by the tool before it stops programming or acquiring. The default number of errors is 200. Display OLP errors dialog: Once errors are detected, you can correct them using the Errors dialog box. If the Display OLP errors dialog option is selected, the dialog box is displayed automatically after completing an operation (program or acquire). Remote Tools User Guide P Issue 11

116 108 Using the Off-line Programming tool The About ICS Workbook dialog box The About ICS Workbook dialog box shows you information about the ICS Workbook in which you are currently working. It includes; the current and default name of the workbook the date it was last used to program the ICS the date information was last acquired from the ICS the date it was issued and its issue number the map file name the language of the workbook the product code a description of the ICS for which the workbook is intended to be used to program or acquire programming Closing the Off-line Programming tool Click Close on the File menu. Troubleshooting You are unable to configure the D-packet services. On a BRI-ST card, T and S/T loops may have D-packet services, but only if another loop on the same card is already programmed as an S loop. If D-packet services are desired, a lower-numbered loop should be programmed as an S loop. On a BRI-U2 or U4 card, an NT loop may have D-packet programming, but only if another loop on the same card is already programmed as an LT loop. If D-packet services are desired, a lower-numbered loop should be programmed as an LT loop. CAP is not programmed. Any CAP to be programmed must be physically connected to the ICS for the programming to be successful. There is an overflow of data during an ICS acquisition. When programming is acquired from the ICS, there may be more data from the ICS than there is room in the ICS workbook. If this occurs, the excess data will appear in the Errors box. When you attempt to transfer programming to the ICS, you receive an error message similar to: 515 Routes & Dest codes $B$4 Route 000 cannot be modified or removed. If you acquire Routes & Dest codes programming from an ICS, the programming includes Route 000. When you use the same workbook to program an ICS, the programming for Route 000 is transferred as well, but Route 000 cannot be modified. You should ignore the error message sent by the ICS. P Issue 11 Remote Tools User Guide

117 Using the Off-line Programming tool 109 You open the ICS Workbook without Off-line Programming tool installed and click Program ICS, Acquire ICS, or Edit Errors on the ICS menu, and get the error message: Microsoft Excel Could not start the OLP tool from the NRU shell. Please restart Excel and try again. This error message should be ignored. Click OK to continue. You must install Norstar Remote Utilities to use these menu items. You attempt a Partial Acquisition of programming which includes the Call log password and get an error message similar to: 0 Unknown UnknownCallLogSetx [ ]:CallLogSetPassword. Partial Acquisition of any region that spans a list of DNs requires that the DNs in the workbook match those on the ICS. The affected areas include Terminals & sets, User Preferences, Services/Control sets for DNs and Passwords/Call log passwords. The DN list can be updated by acquiring the Startup area as well as the requested area that includes a list of DNs. The User Preferences button settings you see in the ICS workbook do not match the button settings as they are found in the ICS programming. When you use the Off-Line Programming tool and ICS workbook to make changes which affect the arrangement of buttons on a set in User Preferences, the ICS workbook may not update the button assignments for a DN the same way as the ICS. For example, changes to line assignments, Answer DNs, or Incoming Line Groups affect which buttons are available for storing telephone numbers or feature codes. To ensure your ICS workbook has accurate User Preferences settings, acquire the User Preferences settings from the ICS after you have transferred or added programming. Remote Tools User Guide P Issue 11

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119 Using the ICS workbook (programming record) About the ICS workbook The ICS workbook is like an electronic version of the paper-based programming record, although some of the information appears in a different order. The ICS workbook enables you to input and save programming information for a customer s installation. Any changes to the programming for that customer can be made in the workbook in order to maintain an up-to-date record of the ICS programming for that customer. If another customer wants the same programming set up, you can copy system data from one workbook to another one with the same configuration. The ICS workbook is a record only. You cannot transfer the programming data in the workbook to program an ICS without the Off-line Programming tool. See Using the Off-line Programming tool on page 95 for more information. Working in the ICS workbook In order to run the ICS workbook, you need Microsoft Excel, version 5.0 or later, running on a PC with Windows 95 or Windows NT. For best results, use Excel version 7.0 or higher. Important The original ICS workbook is a read-only file and must be saved under a new file name. Save the ICS workbook as a new file with a unique file name for each ICS. Throughout the workbook, you ll see extra notes and information in italics. Options appear in brackets. Defaults are bolded and underlined. Once you configure the workbook for use with a specific ICS, the default settings match the ones used for the smallest-sized system using a PBX template for that ICS. Even if a larger system size is selected, there are still areas of the workbook which require information to be manually added or changed. The tabs across the bottom of the screen contain worksheet headings such as Terminals & Sets 1 or System Programming. Click on a worksheet tab to move to a specific section of the workbook. Remote Tools User Guide P Issue 11

120 112 Using the ICS workbook (programming record) If you change a DN or line setting, the change appears anywhere there is programming information for that setting. Other important facts to know when working in the ICS workbook: Software keys must be entered into the ICS manually. There is space for up to 10 overrides for each Restriction filter. The Overview is the same as the one found at the front of the paper Programming Record. It shows the settings for the ICS type you have chosen for the workbook. 600 Call Log spaces are available for MICS systems; 250 are available for CICS systems. Entering the old and new DN to change DNs is done on the Startup worksheet, not as part of System Programming Important As you work, save your ICS workbook often to prevent any loss of programming information. Save the file for each ICS with a unique name. Important If you get an error message when you open another Microsoft Excel workbook when the ICS workbook is open, try closing the ICS workbook first, then opening the non-ics workbook Microsoft Excel file. You can also leave the ICS workbook open and start Excel using the Start menu, then open the non-ics workbook file from Excel. Configuring the workbook You can use the ICS menu to change the workbook type and the language of the workbook (English or French). You can also add default data for the first 32 DNs (the remaining DNs are left blank). Important Only configure a default workbook. Do NOT configure a workbook that contains data. 1. On the ICS menu, click Configure Workbook. 2. Select options for the type of ICS, language and defaults as required. 3. Click OK. P Issue 11 Remote Tools User Guide

121 Using the ICS workbook (programming record) 113 Figure 52 Workbook Configuration dialog box Changing the Start DN The length of the number string for the Start DN must match the length in the DN length box. If the Start DN is changed, the change is reflected in the Current DN number column in the Installed telephones/change DNs table. Note If you swap DNs, the DNs are not validated by the ICS Workbook. If you make the DN length longer than the Start DN, the workbook automatically adds 2 s to the beginning of your Start DN number until it is equal to the DN length, just as an ICS does when you increase its DN length. If you make the DN length shorter, the workbook changes the Start DN to the default value for that DN length (for example, 221 for a DN length of 3). To configure the system size When you configure the system size, updates are made to the B1, B2, ISDN and CTA DNs on the Startup worksheet and Hardware worksheets. Important Set the Start DN before configuring the system size, and configure the system size before configuring Hardware. 1. Click. The Select System Size dialog appears. You can also get the Select System Size dialog box by clicking Configure System Size on the ICS menu. Remote Tools User Guide P Issue 11

122 114 Using the ICS workbook (programming record) Figure 53 Select System Size dialog box 2. Select the system size. This selection determines the maximum number of DNs and trunks available for your system. 3. Click OK. Note Once your system size is selected, the workbook automatically updates the Old DN number and Current DN number columns of the Installed telephones/ Change DNs table on the Startup worksheet. The B2s column is also filled in. To select a template at Startup Changing the template changes settings throughout the workbook to a typical system configuration. Important Select the correct system size for the ICS before you select the template. 1. Click on the Startup worksheet. The Select template dialog appears. Figure 54 Select Default Template dialog box 2. Select a template choice from the dialog. P Issue 11 Remote Tools User Guide

123 Using the ICS workbook (programming record) Click OK. Configuring the hardware Hardware settings, such as Card type, are configured on the Hardware worksheet. Important System Size should be set before configuring Hardware. 1. Click on the Hardware worksheet. The Hardware dialog box appears. You can also get the Hardware dialog box by clicking Configure Hardware on the ICS menu. The Hardware Type selections are for information purposes only. The Hardware Type selection is actually made in the Select System Size dialog. Figure 55 Hardware dialog box 2. Make any necessary changes to the card types. Changes can only be made to the cards available and the availability is dependent on which template is selected. 3. Click OK. Remote Tools User Guide P Issue 11

124 116 Using the ICS workbook (programming record) Note D-packet services (a feature of ISDN capability) are available on BRI ST and U cartridges. All loops on the ST cartridge are T loops by default. In order to program D-packet service, at least one lower-numbered loop on the same card must be configured as an S loop. All loops on the U cartridge are NT loops by default. In order to program D-packet service, at least one lower-numbered loop on the card must be configured as an LT loop. Important Only use the Configure Hardware button once for each workbook, when you first set up your hardware. Using worksheets The tabs across the bottom of the workbook window contain worksheet headings such as Terminals & Sets 1 and System Programming. Click on a tab to move to a specific section of the workbook, then enter programming information as needed. Figure 56 Detail of ICS workbook showing worksheet tabs Performing Button programming in User preferences The default User preferences settings for each set are based on the system template and the settings on the Terminals & Sets sheets. Select the template and enter Terminals & Sets programming for each DN before you program User Preferences. Click Refresh to update the button programming on the User Preferences worksheet to show any changes to the Terminals & sets sheets. 1. Enter the set model for each DN on the User Preferences worksheet. The button defaults are updated. The set model determines which options are displayed when you select Program Buttons. 2. Click. The Button Programming dialog box for the set appears. P Issue 11 Remote Tools User Guide

125 Using the ICS workbook (programming record) 117 Figure 57 Button Programming dialog box 3. Select a button to change. The options for the button are displayed at the top of the dialog box. The button options vary depending on the set and button you are programming. You can change options for boxes which have a white background. The options include: Type (Blank, Feature, Internal Autodial, External Autodial) the value of the type the options of the value DN value Some options appear only when specific button types are selected. For example, a box for the dialing number is only available if the External Autodial button type is selected. 4. Click Apply when you finish programming a button. 5. Click Done when all button programming for the set is complete. Programming CAP buttons The default settings for each CAP module are based on the system template and the settings on the Terminals & Sets sheets. Select the template and enter Terminals & Sets programming for each DN before you program a CAP module. 1. Specify the DN number. It s not necessary to specify the model since the CAP only works with the M7324 set. 2. Click. The CAP Module Programming dialog box appears. Remote Tools User Guide P Issue 11

126 118 Using the ICS workbook (programming record) Figure 58 CAP Module Programming dialog box 3. Make any necessary changes to the button programming for the set, or select from the menu. 4. Click Apply, when you finish programming a button. 5. Click Done when all button programming for the CAP is complete. The About ICS Workbook dialog The About ICS Workbook dialog box shows you information about the ICS Workbook in which you are currently working. It includes: the current and default name of the workbook the date it was last used to program an ICS using the Off-line Programming Tool the date information was last acquired from the ICS using the Off-line Programming tool the date it was issued and its issue number the map file name the language of the workbook the product code P Issue 11 Remote Tools User Guide

127 Using the ICS workbook (programming record) 119 Figure 59 About ICS Workbook dialog box To enter a value or information into a cell 1. Click the desired cell. 2. Using the keyboard, enter the value or information. To prevent loss of programming information, click Save on the File menu often. To change a value in a cell 1. Click the cell. 2. Type over existing data. To prevent loss of programming information, click Save on the File menu often. To copy data to multiple cells 1. Select the cells. The workbook often has more than one cell inside the row and column borders. Make sure you select a cell completely, from border to border, or the paste may not work. 2. Click Copy from the File menu. 3. Click on the top-left cell of the area where you re pasting the information. 4. Click Paste from the File menu. Remote Tools User Guide P Issue 11

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