UCD - XL Installation Guide - Voice Communications Inc.

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UCD - XLINSTALLATION GUIDENEC America, Inc.NDA-30078-001Revision 1.0January, 1997Stock # 241730

LIABILITY DISCLAIMERNEC America reserves the right to change the specifications, functions,or features in this document at any time without notice. NEC Americahas prepared this document for use by its employees and customers. Theinformation contained herein is the property of NEC America and shallnot be reproduced without prior written approval from NEC America.Copyright 1996NEC America, Inc.

UCD-XL Installation GuideCONTENTSTABLE OF CONTENTSPageChapter 1 - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7General Description of UCD-XL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Installation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Installation Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Manual Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .788899Chapter 2 - Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Installing UCD-XL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .UCD-XL Monitor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .UCD-XL Mediator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .UCD-XL Messenger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .UCD-XL Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Miscellaneous Set Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111218232629Chapter 3 - Configuring UCD-XL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Application Characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Primary Configuration Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .OAI Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .User-Defined Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Monitor User-defined Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Messenger User-defined Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Mediator User-defined Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Administrator User-defined Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .313233333536373840Chapter 4 - Database Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Group Identification Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Port Assignment Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ANI Pattern Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41424444Chapter 5 - MAT Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Chapter 6 - Initialization and Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Initialization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Appendix A - Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Error Messages from UCD-XL Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Error Messages from UCD-XL Messenger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Error Messages from UCD-XL Mediator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Error Messages from UCD-XL Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Informational Messages from UCD-XL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NDA-30078 Revision 1.05158606263Page i

CONTENTSUCD-XL Installation GuidePageAppendix B - UCD-XL Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Appendix C - UCD-XL Environment and Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Page iiNDA-30078 Revision 1.0

UCD - XL Installation GuideFIGURESLIST OF FIGURESFigureTitle1-1UCD-XL Environment with a VMS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7NDA-30078 Revision 1.0PagePage iii

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UCD - XL Installation GuideTABLESLIST OF -3C-1C-2C-3C-4C-5UCD-XL Component Characteristics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Primary Configuration Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Monitor Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Messenger Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Monitor User-defined Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Messenger User-defined Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Mediator User-defined Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Administrator User-defined Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Group Identification Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Port Assignment Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ANI Pattern Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RJ-45 Pin Assignments for NEC Multi-8/16 Board . . . . . . . . . . . . . . . . . . . . . . . . . . .Adapter for Multi-8/16 to PBX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Adapter for Multi-8/16 to VMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RJ-45 and DB-25 Pin Assignments for DigiCHANNEL . . . . . . . . . . . . . . . . . . . . . . . .Adapter for DigiCHANNEL to VMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NDA-30078 Revision 1.0Page3132333435363738404244457272737475Page v

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UCD-XL Installation GuideChapter 1IntroductionIntroductionGeneral Description of UCD-XLUCD-XL is an Open Applications Interface (OAI) application that expands thecapabilities of Uniform Call Distribution (UCD) in the NEAX2400 PBX. Althoughthe PBX is limited to 60 extensions in a UCD group, this application can route acall to any extension in a group of any size (subject to a practical limit of 150 voicemail ports). Multiple UCD groups are supported. The application also monitors thecalls and maintains cumulative statistics which can be reported.UCD-XL has the ability to distribute calls to groups based upon the automaticnumber identification (ANI) of the call. Separate statistics are maintained for ANIpatterns.UCD-XL, which resides on the User Application Processor (UAP), maycommunicate with a voice mail system (VMS) via the standard Message CenterInterface (MCI) link, as shown in Figure 1-1. When an incoming call is connectedto a voice port, a message is sent to the VMS, identifying the originator and theport. The VMS, in turn, sends a message to the UAP controlling a message waitinglamp (MWL). UCD-XL passes this MCI message unaltered to the PBX.voice portsVMSMCINEAX2400MCIOAIUAP(UCD-XL)Figure 1-1 UCD-XL Environment with a VMSUCD-XL is able to receive calls across a CCIS network of PBXs. However, allextensions comprising the managed groups must reside on the PBX connected tothe User Application Processor. Office codes are supported, and may be omitted ortruncated in MCI messages.If UCD-XL detects a failure of the OAI link with the PBX, the application willswitch to passive mode. In this passive mode, UCD-XL passes MCI messagesbetween the PBX and the VMS. Once the OAI link is reestablished, UCD-XL willrestore full functionality.NDA-30078 Revision 1.0Page 7

IntroductionUCD-XL Installation GuideInstallation OverviewThis guide describes the procedures to follow and specific information to useduring the installation and configuration of UCD-XL.ComponentsThere are a minimum of four component applications to UCD-XL. MonitorProvides call processing functions; specifically, Monitorintercepts calls and routes them to a port of an appropriateUCD group. MediatorReceives and transmits MCI messages between the PBX andthe VMS. MessengerConnects calls to ports, and checks port status. UCD-XL mayhave more than one Messenger. AdministratorGenerates statistics of UCD call activity, and provides thecapability to dynamically trace UCD call activity.During installation, components are configured sequentially. The Mediatorcomponent is required only if a Voice Mail System will be used for one of the UCDgroups. After installation, each can be configured separately using the APM, asdescribed on page 31.Installation StepsBriefly, the installation and set up of UCD-XL involves the following sequence ofsteps. These steps are described in detail in the chapters of this guide. Software Installation - First load the UCD-XL software from the releasemedia. Log in to the APM Platform Management Menu, select the Installationof Applications/Packages option, and follow the instructions provided in theAPM Installation Manual to complete this part of the installation. Refer to page11 for more information. Application Configuration - UCD-XL is internally supported by the APM,and must be configured in the APM environment. UCD-XL is comprised of (atleast) four internal components, of which three must be configured. Eitherrespond to the prompts during installation, or use the instructions provided inthe APM Operations Manual to make the entries contained in this section. Referto page 31 for more information. Database Requirements - UCD-XL requires two databases which areconstructed through the APM Database Administration option. This processbegins with the creation of master definition files and their related masterdatabases. Use the instructions provided in the APM Operations Manual tomake the entries contained in this section. Refer to page 41 for moreinformation. MAT Assignments - There are data settings which must be assigned at theNEAX Maintenance Administration Terminal (MAT) before UCD-XL willfunction. Use the instructions provided in the NEAX2400 IMS System Manualsto make the entries contained in this section. Refer to page 47 for moreinformation.Page 8NDA-30078 Revision 1.0

UCD-XL Installation GuideIntroduction Initialization/Termination - All UCD-XL components must be initialized andterminated through the APM Operations Menu. These actions and theirsequencing among the components are discussed on page 49. Use theinstructions provided in the APM Operations Manual. Refer to page 49 for moreinformation. Backups - It is recommended that a backup of the “oai” filesystem be made ondiskettes (device name “/dev/rfd0”) or cartridge tape (“/dev/rct0”) immediatelyafter completing the installation and configuration of UCD-XL and itsdatabases. Refer to the SCO UNIX System Administrators Guide forinstructions.AdditionalDocumentationIn addition to this guide, use instructions in the following manuals to aid with thisinstallation: Applications Manager (APM) Installation Manual - Contains step-by-stepinstructions for installing the software from the release media. NEAX2400 System Manuals - Give very detailed explanations about theassignments that need to be made through the Maintenance AdministrationTerminal (MAT) commands on the NEAX2400. Applications Manager (APM) Operations Manual - Explains howapplications like UCD-XL are configured in the APM environment, and how itsdatabases are created, using the entries and values provided in this chapter.Manual OrganizationThis guide contains the following chapters:NDA-30078 Revision 1.0Chapter 1:IntroductionChapter 2:Chapter 3:Chapter 4:InstallationConfigurationDatabase RequirementsChapter 5:MAT AssignmentsChapter 6:Initialization/TerminationAppendix A:Appendix B:Appendix C:Error MessagesUtilitiesEnvironment/HardwareA brief explanation ofUCD-XL.How to install UCD-XL.How to configure UCD-XL.A description of database requirements.How to make data settings forthe MAT.How to initialize and terminateUCD-XL.UCD-XL error messages.UCD-XL Utilities.A description of the physicalenvironment and hardwareneeded to support UCD-XL.Page 9

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UCD-XL Installation GuideChapter 2InstallationInstallationThis chapter provides instructions for installing the UCD-XL software. In additionto the information in this chapter, you can refer to the Applications Manager(APM) Installation Manual for more information on installing software fromrelease media.Installing UCD-XLBegin the installation of UCD-XL by loading the UCD-XL software from therelease media. Log in to the APM Platform Management Menu, select theInstallation of Applications/Packages option, and follow the instructions providedin the APM Installation Manual to complete this part of the installation.When the software has been loaded, the installation software displays the messageE34 H 9 cdQ\\QdY @b SUTebU V b C3? E 9HThe installation software issues the following prompts, one at a time.14 i e gQ d d S VYWebU E34 H Yd b Qd dXYc dY]U i b /4 i e gQ d d S VYWebU E34 H UTYQd b Qd dXYc dY]U i b /4 i e gQ d d S VYWebU U b ] bU UccU WUbc Qd dXYc dY]U i b /4 i e gQ d d S VYWebU E34 H 1T]Y YcdbQd b Qd dXYc dY]U i b /If you type n and press Enter after any of the above prompts, the installationsoftware issues the next prompt in the sequence.If you type y and press Enter after any of the above prompts, the installationsoftware immediately begins the configuration of that component, before issuingthe next prompt in the above sequence. Once the configuration of a componentbegins, see the appropriate section: UCD-XL Monitor on page 12. UCD-XL Mediator on page 18. UCD-XL Messenger on page 23. UCD-XL Administrator on page 26.After one or more components have been successfully configured, the installationsoftware performs some set-up tasks that require you to enter the root password.That procedure is described in Miscellaneous Set Up on page 29.If, at any time, you quit the installation of UCD-XL, the installation softwaredisplays the following message and prompt:9 cdQ\\QdY QR bdUT@bUcc 5 dUb [Ui d bUdeb d dXU 1@ @\QdV b] ]U e1. The default for all UCD-XL “yes or no” prompts is “no.”NDA-30078 Revision 1.0Page 11

InstallationUCD-XL Installation GuideThis usually means that the configuration data for the current component has beenlost. After pressing the Enter key, you may repeat the installation procedure fromthe beginning (re-loading the UCD-XL software), or you may manually configurethe components as described on page 31.UCD-XL MonitorThe primary function of the UCD-XL Monitor is to intercept calls and route themto an available port of an appropriate UCD group. The Monitor is a requiredcomponent of UCD-XL.To configure the UCD-XL Monitor, perform the following steps.1. The installation software displays the messageDXU bUS ]]U TUT Q]U V b dXU S ] U d Yc E34H O Yd bThe installation software issues the prompt9c dXYc QSSU dQR\U/ i b 2. If you want UCD-XL Monitor to be the name of the Monitor component, typey and press Enter. Go to step 4.If you want to assign a different name, type n and press Enter. The installationsoftware issues the prompt5 dUb dXU TUcYbUT Q]U V b dXU Yd b .3. Type the new name for the UCD-XL Monitor and press Enter. Any embeddedblanks in the name will be converted to underscores. The installation softwaredisplays the messageDXU Yd b S ] U d cXQ\\ RU Q]UT , Yd b Q]U.where Monitor name is the name assigned to the UCD-XL Monitor.4. The installation software issues the commandCU\USd dXU c ebSU Q T TUcdY QdY \Y [c Vb ] dXU V \\ gY W \Ycd*K!MK"MK)MKaMc ebSU* ?19!D3@c ebSU* ?19!H"%dXUb c USYVi aeYd Y cdQ\\QdY TUcd* @2H!D3@TUcd* @2H!H"% D3@ 9@ b d S \ H "% b d S \ The installation software issues the prompt5 dUb RbQS[UdUT fQ\eU .5. Type the number corresponding to your source and destination links, and pressEnter. If you choose [1] or [2], the installation continues with step 8. If youchoose [9], the installation software issues the prompt9 fQ\YT dY C USYVi c ebSU \Y [ .6. Type in the source link and press Enter.The installation software issues the promptC USYVi TUcdY QdY \Y [ .Page 12NDA-30078 Revision 1.0

UCD-XL Installation GuideInstallation7. Type in the destination link and press Enter.The source and destination links are names that identify sets of OAIcommunication characteristics between the UAP (source) and the PBX(destination). These names are defined under the System Configuration Menuof APM System Administration. Refer to the APM Operations Manual forfurther information.8. After entering the selection (or entering the names of the source and destinationlinks), the installation software displays the following message:C ebSU gY\\ RU ,c ebSU \Y [ Q]U. 4UcdY QdY gY\\ RU ,TUcdY QdY \Y [ Q]U.where source link name and destination link name are the names of thesource and destination links, respectively. (The names are automaticallyconverted to uppercase.)9. The installation software issues the promptGY\\ i e TYcdbYRedU SQ\\c RQcUT e 1 9 TQdQ bUaeYbY WecU V dXU 1 9 @QddUb 4QdQRQcU/ i b Type y for yes or n for no, and press Enter.If you answer yes, you must provide records for the ANI Pattern Database afterthe installation is complete. (See p

Installation of Applications/Packages option, and follow the instructions provided in the APM Installation Manual to complete this part of the installation. When the software has been loaded, the installation software displays the message E34 H 9 cdQ\\QdY_ @b_SUTebU V_b C3? E 9H The install

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