Toshiba Stratagy DK Installation & Programming Manual
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Toshiba Stratagy DK Installation & Programming Manual

Toshiba Stratagy DK Installation & Programming Manual

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TOSHIBA
Telecommunications Division
Voice Processing Systems
Release 2
Installation &
Programming and
H
Programming Guide
Installation Guide
November 1998

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Summary of Contents for Toshiba Stratagy DK

  • Page 1 TOSHIBA Telecommunications Division Voice Processing Systems Release 2 Installation & Programming and Programming Guide Installation Guide November 1998...
  • Page 2 Publication Information © Copyright 1998 Toshiba Information Systems (UK) Ltd. Toshiba Information Systems (UK) Ltd. reserves the Telecommunications Division right to change any of this information including, but not limited to, product characteristics and operating All rights reserved. No part of this manual, covered by specifications, without prior notice.
  • Page 3 Before You Start... Get ready to install Toshiba’s Stratagy DK, one of the most efficient voice processing systems available! To make this installation go smoothly, before doing anything else, please read and complete both sides of this checklist: ❐ Whenever handling Stratagy DK, always wear the anti-static wrist strap (included);...
  • Page 4 Before You Start... Is Strata DK ready? ❐ Make sure Stratagy DK is compatible with your Strata DK: It works with all DK280 (CPU software release 2 and higher) and DK16 systems. It will also work with DK40/424. Is Strata DK ❐...
  • Page 5 SMDI? RSSU or code 49 for RSIU/RSIS. ❐ The PIOU/PIOUS/RSSU/RSIU card must be located close to the Stratagy DK. Install a serial cable (PPTC1A-5M) between the two. The RSSU & RSIU PCB’s release dates Note are still as yet to be confirmed ❐...
  • Page 6 All set? ❐ Don’t forget to wear the anti-static wrist strap during handling. ❐ Be sure Stratagy DK has a jumper installed on All set? ❐ If you are using an internal modem in the portable/desktop computer, remember that Stratagy Admin only works with COM 1 and 2, not COM 3 or 4.

  • Page 7: Table Of Contents

    Telephone System Configuration .............. 1-24 Stratagy System Configuration ..............1-26 Tools ......................1-32 Trace Diagnostics ..................1-39 Upgrading Stratagy DK Voice Ports ............1-39 Chapter 2 - Configuring Stratagy System Parameters ..................... 2-1 Chapter 3 - System Administrator User ID System Distribution Lists ..................
  • Page 8 Table 1-9 Admin PC Configuration Fields ............1-16 Table 1-10 Defined Tokens Summary .............1-29 Table 1-11 Stratagy DK System Configuration Parameters - Definitions and Table 1-12 Settings.....................2-1 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.

  • Page 9: Figure 1-1 Stratagy Dk Hardware Components

    United Kingdom What’s Different? Internal Modem The Stratagy DK has an internal (soft) modem that operates at up to 2400 baud and can be used for remote maintenance. Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.

  • Page 10: Chapter 1 - Stratagy Dk What's Different

    Tools, and the time display (in the upper right corner of the menu) has an additional feature exclusive to the Stratagy DK. The time display now indicates whether the Stratagy DK is synchronised with the Strata DK KSU (KSU time) or is running on its own system clock (standard, daylight savings).

  • Page 11: Figure 1-2 Navigating The Tools Menu

    Toshiba Plug and Play Stratagy System Configuration Retrieve Trace File Filecopy For complete details on Toshiba Plug and Play, Telephone System Configuration, and Stratagy System Configuration, see Step 12 “Configure Stratagy DK” on Page 1-22. For details on the remaining selections, see Step 16 “Stratagy DK Maintenance”...

  • Page 12: Users Menu - Options Screen

    The DSS Port field corresponds to the LED on the DSS/BLF console (0-57). That shows the “physical” port number of the Strata DK station. This field enables the Stratagy DK to monitor the Busy Lamp field of a DSS console port to determine if the station is busy before attempting to transfer.

  • Page 13: Features

    Installation You will be handling the Stratagy DK when it is most fragile — unpackaged and exposed. The Stratagy DK, if handled properly, will give long, reliable service. To insure that the unit is not damaged during installation or maintenance, follow these precautions.
  • Page 14 For DK40: Set code 98 for slot 00 for the K5RCU. For DK16: Set code 92 for slot 00 for the K4RCU3. Set code 64 for the slot where the PDKU resides. Stratagy DK will monitor this slot for the DSS/Busy Lamp feature (see “Busy Station Identification”...
  • Page 15 Step 4: Install the Stratagy DK CAUTION! See cautions above Step 1 on Page 6 before proceeding. Locate the proper slot for the Stratagy DK (see Table 1-14). Ensure that the jumper is installed in the correct position on J4...
  • Page 16 RCTU code in Program 03 is for RRCS operation. DK16/40 Install the Stratagy DK in any slot in the Expansion KSU where an eight-port card can be inserted. A K4RCU3/K5RCU must be installed in the Base KSU to enable end-to-end signalling.

  • Page 17: Figure 1-3 Stratagy Dk424/Dk280 Pdku Dss/Busy Lamp Field Slot Assignment Examples (Console_Slot_Id Configured As 0)

    (extension number) User ID mailboxes, and company greeting and instructions. Turn on the main power switch to the Strata DK system and the Stratagy DK performs a self test while booting-up. Let it proceed without any action from you. During this process the status light is...
  • Page 18 Ensure the jumper is installed on J4 Status Port 2 Port 1 Port LEDs Light Strap Front View Port LEDs Figure 1-4 Stratagy DK 1-10 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 19 ➤ Dial the extension number for each port. Stratagy should (for each port): Answer and play the Toshiba Plug and Play company greeting (“Thank you for calling…”), greeting 1 in User ID mailbox 990. Continue to play the Toshiba Plug and Play caller instructions greeting (“To reach the person…”), greeting 1 in User ID mailbox 991.

  • Page 20: Local Connection

    580KB RAM memory free Communication between the portable/desktop computer and the Stratagy DK is accomplished by one of two methods: local or remote. Stratagy DK uses the serial Port 2 by default to communicate with the portable/desktop “ admin_port ” computer (see Figure 1-4).

  • Page 21: Figure 1-5 Rs-232 Db9 To Db9 Cabling

    Installation Stratagy DK Note For those who wish to purchase individual cabling/connectors/adapters in lieu of purchasing the Toshiba Stratagy Admin cable, we have provided the following wiring diagrams. 9-pin -pin female female Figure 1-5 RS-232 DB9 to DB9 Cabling 25-pin...

  • Page 22: Remote Connection

    Page1-29 for programming information.) External An external modem can be installed on the Stratagy DK for a communication speed of 9600 baud. If 9600 baud communication is desired: Equip the Stratagy DK with a Hayes-compatible 14400 V32.bis modem. Toshiba’s remote/modem (SG-RMOD) has been tested for consistent operation and is recommended.
  • Page 23 For example, if using COM1 on the portable/desktop computer and serial Port 2 on the Stratagy DK, the Stratagy Admin Serial Port definitions for COM1 must be identical to the serial port definitions (i.e. set serial_port) in the Stratagy System Configuration file on the Stratagy DK.
  • Page 24 Possible values: 8-character file name, plus 3 character extension. The single quotes are required. Default: ‘Remote.LOG’ 1-16 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 25 Sends only OK, connect, ring, no carrier, error and no answer result codes. Command Character Echo. Enables echoing of the commands to the screen. 1-17 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 26 Stratagy Admin prior to performing Substep 2. Press or highlight the Connect to Stratagy option and press Enter The Admin software prompts for the Stratagy DK’s system password. Enter the password (the default is Stratagy ) and press Enter The following messages are displayed while the Stratagy Admin software checks for the portable/desktop computer’s connection to Stratagy:...

  • Page 27: Local Access

    Enter. Phone number: ESC/Exit F1/Help Stratagy Admin software version VSA.2N has two modes of accessing the Stratagy DK remotely: Direct Dialling Mode — the Stratagy modem has a dedicated telephone line, enabling you to dial into the number directly.

  • Page 28: Figure 1-7 Main Menu With Sample Data

    Shutdown: shuts down the system. See “System Shutdown Via User ID Access” in this chapter. Tools: which supplies filecopy, backup, restore, Toshiba plug and play, system configuration, trace file retrieval, and software upgrade options. Date/Time: sets system date and time. See “System Date and Time”in this chapter.

  • Page 29: Quit

    Use the arrow keys (↑↓) to move between the date and time fields. Or press to move to the next field. Type the new date and time settings. The date format is: dd/mm/yyyy 1-21 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.

  • Page 30: Daylight Time

    Time, or GMT repectively. If Stratagy is configured to synchronise to its own system clock, the display in the top right corner of the main menu is blank, if Stratagy DK has been set to synchronise with Strata DK this field will display KSU time.

  • Page 31: Toshiba Plug And Play

    8. Filecopy Toshiba Plug and Play The Stratagy DK is pre-installed for the DK280/424. If you need to change this selection to a different Strata DK telephone system, change it now using this selection. Otherwise, go to “Telephone System Configuration” on Page 1-24.

  • Page 32: Telephone System Configuration

    – Configuring Stratagy Table 2-18 for details). The DK40 CPU software level R1 will not support SMDI. When the Toshiba telephone system is complete, press any key to reboot. The DOS prompt is displayed. To continue, re-enter Stratagy Admin and access the Tools submenu.
  • Page 33 Telephone System Configuration 1 Transmit file to Stratagy and Restart Stratagy 2 Transmit file to Stratagy without Restarting Stratagy 3 Cancel changes 1-25 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.

  • Page 34: Stratagy System Configuration

    Stratagy DK.) Note Fax settings are not available to the Stratagy DK. Make changes to the parameters (See the Definitions and Settings of “System Parameters” on Page 4-29 of the Stratagy I&M Manual for instructions on changing the...
  • Page 35 A new field called DSS Port has been added. This new field replaces the Alternate Rate feature, which is not available with the Stratagy DK. The Message Volume feature, although displayed on the screen, is not supported by the Stratagy DK.

  • Page 36: Figure 1-9 Options Screen With Sample Data

    The DSS Port field corresponds to the “physical” port number of a Strata DK station. This field enables the Stratagy DK to monitor the Busy Lamp field of a DSS console port to determine if the station is busy before attempting to transfer.
  • Page 37 Input file Some new tokens are available exclusively for the Stratagy DK. They are: – Enables a portable/desktop computer’s modem to communicate with the Stratagy DK internal modem (2400 baud) by sending the call to User ID 993. Example: KT( ) –...
  • Page 38 Using the KS token a new feature enabling callers to access a User ID to perform one of two types of system shutdown is now available. The two types of shutdown are: System shutdown and stop System shutdown and restart 1-30 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 39 Mailbox, User ID999, when the system is first installed. It would be a good idea to use a greeting that a caller would not hear if they accidentally dialled a wrong extension or digit, such as greeting 7. To hear the serial number of the Stratagy DK, simply log onto the mailbox and listen to greeting 7.

  • Page 40: Tools

    Retrieve Trace File Filecopy Backup Utility The Stratagy Backup Utility is used to back up information from the Stratagy DK hard drive to the hard drive of the portable/desktop computer. CAUTION! Because of possible errors that can be induced through the telephone network, Toshiba advises that the Backup Utility be performed onsite.
  • Page 41 If call termination is denied, the Backup or Restore procedure is halted. During a Backup or Restore, the Stratagy DK is in full operation, only the ports have been busied out. If the connection between the portable/ desktop computer to the Stratagy DK is dropped, communication can be re-established by simply accessing Stratagy Admin in the usual manner.
  • Page 42 Note You will not be able to reconnect to Stratagy using Stratagy Admin until the Stratagy DK status light is green. Any attempt prior to that time will fail. Restore Utility The Stratagy Restore Utility is used to restore information from the portable/desktop computer’s hard drive to Stratagy’s hard drive.
  • Page 43 Stratagy DK CAUTION! Because of possible errors that can be induced through the telephone network, Toshiba advises that the Restore Utility be performed onsite. Restore functions are available for either a customer’s database or mailbox names and greetings, or both.
  • Page 44 Note You will not be able to reconnect to Stratagy using Stratagy Admin until the Stratagy DK status light is green. Any attempt prior to that time will fail. Upgrade Stratagy Software To upgrade Stratagy system software, you will need the correct set of software.
  • Page 45 Note You will not be able to reconnect to Stratagy using Stratagy Admin until the Stratagy DK status light is green. Any attempt prior to that time will fail. Retrieve Trace File This function can be used to copy the trace data log file (trace.out) to the portable/desktop computer’s hard or floppy-disk drive.
  • Page 46 Stratagy DK Installation Filecopy Use Stratagy Admin’s Filecopy option to copy files to and from the hard drives of the Stratagy DK and the portable/desktop computer. From the Tools menu, press . The following menu is displayed: The following screen displays:...

  • Page 47: Trace Diagnostics

    Stratagy is shut down. At that point, the Trace stops but data will still reside in the text file TRACE.OUT. Note The Stratagy DK must be restarted without the trace running in order to view the TRACE.OUT file. Copying Trace Files The TRACE.OUT file can be copied to a floppy disk and edited.
  • Page 48 Toshiba strongly recommend that the ‘Shutdown and Stop for Power Off ’ option in the Stratagy DK shutdown menu is selected first. Alternatively call into the system to select the User ID set for system shutdown and stop.
  • Page 49 The “Shutdown and STOP for power off” option is not available when accessing Stratagy remotely. Highlight your selection and press Enter. Note Stratagy DK can also be shutdown using the programmed User ID. For more details see “System Shutdown Via User ID Access” on Page 1-30.
  • Page 50 Stratagy DK Installation 1-42 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 51 Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Settings Table 2-18 Parameter Description active_hold Controls how a caller must select to hold for a busy extension. TRUE: Caller must continue pressing to hold for a busy extension, enter another extension, or leave a message at the tone.
  • Page 52 Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description adpcm_nq Sampling rate for incoming messages. The higher the sampling rate (kilobits per second), the better the sound quality. However, the amount of hard drive space used is also higher.
  • Page 53 System Parameters Configuring Stratagy Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description box_idx Sets the User ID as the Directory User ID for all ports or the specified ports. The Directory is a special mode which allows Stratagy to search its User IDs for a match on the Directory Name fields.
  • Page 54 Identifies to Stratagy the physical slot in the Strata DK which contains the PDKU programmed for DSS console in Program 03 (type 64). The Stratagy DK monitors this slot for the busy lamp field (See “dss_active” parameter), KSU system time, and Night Transfer.
  • Page 55 System Parameters Configuring Stratagy Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description daylight_ Resets Stratagy’s system time to daylight savings time. saving_time TRUE: Stratagy sets the system automatically to daylight savings time at 2:00 a.m. the last Sunday in March and the last Sunday in October.
  • Page 56 Default: 5 (Toshiba strongly recommend that this is set to 20) dss_active Enables the Stratagy DK to monitor the Busy Lamp Field (BLF) indicators on the Strata DK’s DSS console port to determine if an extension is busy before attempting to transfer. This parameter corresponds with the DSS Port field assignment in the Users Option Menu of a User ID.
  • Page 57 Do not have Stratagy complete the chain and transfer by requesting the caller to “Say yes at the tone.” Possible values: true, false Default: true (Toshiba recommend that this is set to false) dtmf_on Length the system plays the DTMF tones.
  • Page 58 Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description guest_ User ID to use for the default values when creating a new Guest User ID. The field values in the Guest Defaults User ID are copied into a Guest User defaults ID upon initialisation.
  • Page 59 Synchronises Stratagy DK’s system clock with the system clock of the supporting Strata DK telephone system. Information obtained by Stratagy DK from the Strata DK system does not contain “second” time; therefore, there may be a 1 ~ 60 second difference between the Strata DK system and the KSU time displayed on the main menu of the Stratagy Admin program.

  • Page 60: Chapter 2 - Configuring Stratagy System Parameters

    Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description login_pound Whether Stratagy says “Finish by pressing the # sign” when requesting the User ID or the security code during log ins.
  • Page 61 Defines the model of Strata DK that is used as the host system. Possible values: DK1440, DK1440S, DKABCD, DKABCDS, DKEF, DKEFS Default: DKabcd Important! For more details see “Toshiba Plug and Play” on Page 1-23 2-11 Stratagy DK I&P R2 November 1998...
  • Page 62 Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description play_skip Number of seconds to rewind or skip forward during message playback when a user presses Possible values: 1 ~ 99 (seconds)
  • Page 63 System Parameters Configuring Stratagy Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description short_direct_ What Stratagy plays when the Direct Message User ID (usually 998) is entered followed by the User ID. (The Direct Message User ID is set using send the box_snd parameter.)
  • Page 64 Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description tmo_2digit_ Amount of time Stratagy waits after receiving the first digit of a two-digit menu selection. menu When playing a message, means rewind 5 seconds, while means replay the current message.
  • Page 65 System Parameters Configuring Stratagy Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description tmo_idle When this value is greater than 0, it enables a special function in Stratagy to go off-hook and back on-hook whenever a port is idle for the specified number of seconds.
  • Page 66 Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description trace_cap Defines the size of the TRACE.OUT file in kilobytes. When the size of the file reaches its defined maximum, new data begins to overwrite the oldest data in the file, generating a continuous loop of information.

  • Page 67: Figure 1-4 Stratagy Dk

    Possible values: 0 (not connected), 1 (COM1), 2 (COM2), 3 (COM3), 4 (COM4) Default: 1 Note COM 3 & 4 are not supported by Stratagy DK. serial_port2 In order for Stratagy to communicate with peripheral devices connected to COM/RS232 ports, it needs to know which ports are connected. There is a mapping from the port that Stratagy knows to the physical port on the computer.
  • Page 68 Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description SMDI/Serial Integration Definition smdi_base_ Some SMDI installations use logical terminal numbers that do not begin with 1 (for example, if it uses the extension or physical number to define the port terminal).
  • Page 69 System Parameters Configuring Stratagy Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description n_rings Number of rings to wait before answering per port. This is useful for those telephone systems that do not allow incoming lines to ring in a station hunt group or do not provide delayed ringing.
  • Page 70 Configuring Stratagy System Parameters Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description fixed_len3 Maximum number of digits Stratagy expects when a caller dials a User ID beginning with 3. When changing this value, make certain that it is still possible to log in and send messages to all existing User ID mailboxes that begin with this digit.
  • Page 71 System Parameters Configuring Stratagy Stratagy DK System Configuration Parameters - Definitions and Table 2-18 (Cont.) Settings Parameter Description fixed_len7 Maximum number of digits Stratagy expects when a caller dials a User ID beginning with 7. When changing this value, make certain that it is still possible to log in and send messages to all existing User ID mailboxes that begin with this digit.
  • Page 72 Configuring Stratagy System Parameters 2-22 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 73 System Parameters Configuring Stratagy 2-23 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 74 Configuring Stratagy System Parameters 2-24 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.

  • Page 75: Chapter 3 - System Administrator User Id

    Enter the System Administrator User ID security code. The default is 9 9 9 9 9 7 #. Press 3 to select Manage Mailbox from the Main Menu. Press 3 to select Manage your lists from the Manage Mailbox Menu. Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.

  • Page 76: Sending A Message Using A System List

    3 Record busy-hold music 4 Manage User IDs 5 Add User IDs 6 Set date and time Review system status 9 Return to Main Menu Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 77 If you choose selection 3 above, you must enter the extension number and press #. Stratagy repeats the extension number entered and prompts you for the following: Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 78 2 - Erases entry and enables you to re-enter the time. 9 - Cancels function and returns you to the previous menu. 9 – Returns to previous menu. Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.

  • Page 79: Figure 3-1 System Administrator Menu

    Enter time (HH/MM), press #. Confirms entry Erases entry and prompts for re-entry Cancels function/returns to previous menu 1601 Figure 3-1 System Administrator Menu Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 80 System Administrator User ID System Administration Menu Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 81 ~ 2 parameter 2-16 date and time (see system date and time) daylight time 1-22 daylight_saving_time parameter 2-5 ksu_time parameter 2-10 db_locking parameter 2-5 IN-1 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 82 2-1 notify_restriction 2-11 active_hold 2-1 parity1 ~ 2 2-17 admin_port 2-1 partial_q_ok 2-11 adpcm_hq 2-1 password 2-12 adpcm_nq 2-2 pbx_type 2-12 adpcm_pq 2-2 IN-2 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 83 (flowchart) 3-5 ports system administrator parameters 2-16 add user IDs 3-3 per port definitions 2-18 delete user ID 3-3 prompt_file parameter 2-12 distribution list 3-1 IN-3 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.
  • Page 84 1-39 trace out enable 1-39 trace_cap parameter 2-16 unlock user ID 3-3 use_pvc parameter 2-16 user ID system administrator user ID 3-1 IN-4 Stratagy DK I&P R2 November 1998 Refer to the Stratagy Library CD-Rom for more details.

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