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Amanda Portal Field Installation Manual

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Amanda Portal
Field Installation Guide
Revision 1.1
5-21-2004

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  • Page 1 Amanda Portal Field Installation Guide Revision 1.1 5-21-2004...

  • Page 2: Table Of Contents

    3.11 Telephone Interface…………...…………………………………………………………...12 3.12 SMDI Selection……………………………………………………………………………12 3.13 Serial Integration Configuration…………………………………………………………...13 3.14 Activating Amanda Portal…………………………………………………………………14 4 Starting the Amanda Service for the First Time…..……………………….16 5 Installing Amanda Portal Clients………...………………………………….17 6 Logging into Amanda Portal Station……………….……………………….20 6.1 Amanda Portal Station Basics……………………………………………………....22 6.2 Creating Mailboxes……………….…………………………………………………....22 6.3 Setting up Single Digit Menus………………………………………………………....25...
  • Page 3 16 Using Amanda Portal’s Fax Features..……………………………………...51 16.1 Fax Mail……….. …………………………………………………………………………51 16.2 Desktop Faxing…………………………………………………………………………….53 16.3 Fax Broadcasting…………………………………………………………………………..54 16.4 Fax on Demand…………………………………………………………………………….55 17 How to Install Amanda Unified Messenger…………………………………56 18 Installation Checklist…………………………………………………………57 19 Migrating to Portal from older Amanda Products………….……………...60 20 Amanda Portal Firewall Ports……………………………………………….63 Appendix…………………………………………………………………………..64...
  • Page 4 Each mailbox can be 1-16 digits and supports unlimited greetings, messages, group lists, automatic schedule records, and notification templates. Upgrading to Amanda Portal from Amanda@Work.Group/Windows Currently you can only upgrade to Amanda Portal if you are running an AMIS version of Amanda@Work.Group/Windows (version 3.05 or above). In the future upgrades from older Amanda products such as Amanda@Work.Group/DOS...

  • Page 5: Installing Telephony Board(S) And Drivers

    Note: All of these boards can be installed in the same system (but only 1 Quartet board can be installed per system). Additionally, other types of Brooktrout/Rhetorex boards may be supported. To find out if Amanda supports a specific Brooktrout board, please contact your Amanda sales representative.

  • Page 6: Installing Amanda Portal Server Software

    Choose the installation drive and folder where Amanda Portal will be installed. You can install Amanda portal wherever you like, however, it is recommended you install Amanda Portal on the C drive in the C:\Amanda folder (as shown in figure 1). Figure 1 Clicking next, you’ll be prompted to choose the type of installation (as shown in figure...
  • Page 7 Figure 3 Clicking finish, files and folders will be installed on your hard disk. Once the installation is completed successfully, you’ll see the following screen shown in figure 4. Figure 4...

  • Page 8: Running Amanda Portal Configuration Wizard

    Running Amanda Portal Configuration Wizard The configuration wizard MUST be run to initialize, activate, any new Amanda Portal system. To start the Configuration Wizard, click Start => Programs => Amanda Server => Configuration Wizard. After starting the configuration wizard you’ll see the dialog shown in figure 5 below: Figure 5 Click next to continue the initial configuration setup.

  • Page 9: Initializing Mailboxes

    If you’re importing a mailbox database previously built, you need to import that data into Amanda from the “Import Mailboxes” screen (as shown in figure 8). In most cases you’ll skip this screen (as with a new installation). Click next to continue.

  • Page 10: Module Selection

    Select the Modules you’ll be using and have purchased. Some modules are free to use, and come standard with the Amanda Portal system. Other modules must be purchased separately and can only be used if activated within the product activation key for your system.

  • Page 11: Activating Client Connections

    After choosing the appropriate modules, click next to continue. 3.5 Activating Client Connections As shown in figure 10, Amanda Portal comes with 10 free client licenses. This means up to 10 different client programs can be connected to Amanda Portal server at the same time unless additional client licenses are purchased.

  • Page 12: Port Type Selection

    “Allow the use of the CallQ Agent client”. Click next to continue. 3.6 Port Type Selection Select the type of port(s) to be used with the system. Amanda Portal supports both Brooktrout/Rhetorex and Intel/Dialogic voice boards as shown in figure 11. Select the type of ports to be used and click next to continue.

  • Page 13: Activating Audio Boards

    Note: If using Dialogic GammaLink fax boards, you MUST check the box “Use GammaLink fax boards”. Due to the new availability of Dialogic JCT boards supporting both voice and fax in one board it is unlikely GammaLink boards will be used very much in the future.

  • Page 14: Notify Port Selection

    On the Notify Port Selection page, choose the port or ports to be used for message notification. In most cases the last port is used, however, the Amanda portal system can use multiple ports simultaneously or even all ports for message notification.

  • Page 15: Outbound Port Selection

    Figure 15 The example shown in figure 15 has Amanda configured to use the last port for message notification. Once you’ve chosen the notify port(s) click next to continue. 3.10 Outbound Port Selection On the Outbound Port Selection page (figure 16), choose one or more ports to be used for outbound calling (other than notifications).

  • Page 16: Telephone Interface

    Figure 16 Outbound calls are made when certain features are used such as find me/follow me, wakeup calls, and hairpin transfers. Click next to continue. 3.11 Telephone Interface On the Telephone Interface page, you won’t have any choice but to choose the default selection “standard telephone interface”...

  • Page 17: Smdi Selection

    When using serial integration (such as SMDI) you need to configure Amanda Portal to use that call data. Configure Amanda Portal for the same data bits, data rate, stop bits, and parity as your telephone system. Additionally, you’ll need to tell Amanda Portal which COM port to expect to receive data on.

  • Page 18: Activating Amanda Portal

    Click next to continue. 3.14 Activating the Amanda Portal System Every Amanda Portal system MUST be activated before it can be used (when a turnkey system is purchased directly from the Amanda Company it’s activated for you). A product activation key will be generated based on the modules licensed and the system serial # provided by the installation wizard (as shown in figure 20).
  • Page 19 Amanda service to start manually (as shown figure 21). It is recommended to run Amanda as an automatic service so it will be started automatically whenever the PC reboots (and is started before you logon to Windows).

  • Page 20: Starting The Amanda Service For The First Time

    Starting the Amanda Service for the First Time Amanda Portal server is installed as a service under Windows. In order to start or stop the Amanda system you’ll start or stop the Amanda service. The easiest way to control the Amanda service is using the Services control manager.

  • Page 21: Installing Amanda Portal Clients

    To install Amanda Portal clients, access the “C:\Amanda\clients” folder (as shown in figure 23). From this folder you can run the following client installation programs: Figure 23 Double click on ClientsInstall to start the installation process. Amanda Portal Station is the main Administration and user client for the system. 5.1 Welcome After starting the installation process you’ll see the “Welcome”...
  • Page 22 26 below). When installing Amanda Portal Station for administrative purposes it is also recommended you install “Administrative Additions” as well. If running ClientsInstall for a regular user all you need to install is Amanda Portal Station. Choose the clients you wish to install and click next to continue.
  • Page 23 The installation is now complete (as shown in figure 28). Keep in mind that your clients were installed in the C:\AmaClients folder and you’ll have access to them from the Amanda Clients program group. Click ok to close the installation program Figure 28...

  • Page 24: Logging Into Amanda Portal Station

    Logging into Amanda Portal Station Once the Amanda Portal service is running, and you’ve installed Amanda Portal station, you can now log into Amanda. To log into Amanda Portal station click Start => Programs => Amanda Clients => Amanda Portal Station And you’ll see the following screen as shown in figure 29.
  • Page 25 (as shown in figure 31). Figure 31 Once logged into the Amanda system you’ll have access to the default mailbox tree by double clicking on mailbox 999. Since mailbox 999 is the system administration mailbox, all other mailboxes are immediate descendants of mailbox 999 (as shown in figure 29).

  • Page 26: Amanda Portal Station Basics

    Figure 32 6.1 Amanda Portal Station Basics Amanda Portal station has lots of different options and settings. This document will instruct you on how to use Amanda Portal Station to: Create Mailboxes using Immediate Descendants Setup Single Digit Menus using Method Information...
  • Page 27 Figure 33 To create a new mailbox, click on the “Create Mailbox…” button, and you’ll see the dialogue shown in figure 34. Figure 34 Creating a Single Mailbox To create a new mailbox, enter the new mailbox number in the “From mailbox” field and click ok.
  • Page 28 501-510 you would enter the following values (as shown in figure 35), and click “OK” to create the mailboxes. Figure 35 Once the mailboxes are created, you’ll see them in the left panel of Amanda Portal Station in the mailbox list (as shown in figure 36). Figure 36...

  • Page 29: Setting Up Single Digit Menus

    6.3 Setting up Single Digit Menus To setup single digit menus (0-9) for any mailbox you MUST use “Method Information”. Double click on “Method Information” to start the dialogue shown in figure 37. Figure 37 Single digit menus are setup under the menu tabs for the specified mailbox. In figure 37, mailbox 990 is selected.
  • Page 30 Installers familiar with other Amanda products will notice the RNA method, Done Method, and Busy Method which are used similarly to the RNA, Done, and Busy chains in other Amanda family products.

  • Page 31: Setting Up Message Notification

    Amanda Portal supports many ways to notify users when they receive new messages. One of the great things about Amanda Portal is that there are so many notify templates that are selectable right out of the box. In most cases you don’t need to build any notify templates;...

  • Page 32: Running Configure

    In most cases no additional action is required for message waiting indicators to work properly. In some cases, the dial string for “light_on” and “light_off” may need to be modified based on your telephone system type. This is done in Amanda Portal’s...

  • Page 33: Configuring Amanda To Call A

    “dl_light_on” parameter and modify the value appropriately. 7.3 Configuring Amanda to Call a Pager To configure a mailbox to call a pager, select the mailbox in Amanda Portal Station’s mailbox list, double click “Notification” to access the notification screen. Once in the notify screen, do the following: In the notify screen, click the “Select”...

  • Page 34: Configuring Amanda To Call A Telephone Number

    7.4 Configuring Amanda to Call a Telephone Number Amanda can be configured to call a cell or home telephone number and tell the mailbox owner they have received new messages and give them a chance to log into their mailbox to retrieve them.

  • Page 35: Configuring Amanda To Forward Voicemail To Email

    Figure 44 7.5 Configuring Amanda to Forward Voicemail to Email Amanda can be configured to automatically forward all of your new voice mail messages to an email address using the “email_wave” notification template. To enable this type of message notification template, do the following: In the notify screen, click the “Select”...
  • Page 36 Important Note: To use this type of notify, Amanda MUST have access to an SMTP server, and the SMTP server name must be specified in the “Configure” utility under “smtp_server”. The value for smtp_server should be the same as the SMTP server specified in the user’s email client for outgoing email.

  • Page 37: Automatic Scheduling

    The following examples show how to create schedules to change greetings, or other mailbox settings such as do not disturb. Keep in mind that Amanda portal is a very powerful product and you can schedule just about anything. Another reason to create schedules are for holidays.

  • Page 38: To Create An Auto Scheduler Record

    “Restrict to days…” Set the “Execute Every” Days to 1 (for everyday), when doing so Amanda will execute the schedule only on the checked Restrict to days… In the method window, click on “Existing Method…”. From the method list, choose “default_sched” (as shown in figure 47). When choosing “default_sched”...
  • Page 39 Figure 48 The Method Argument Wizard helps define values for dnd (do not disturb), grt (greeting), cs (call screening), ext (extension), and RNA (ring no answer number of rings). The argument values for dnd, and cs are binary values where 1 is “on” and 0 is “off”...

  • Page 40: Holiday Scheduling

    Holiday schedules are similar to regular auto schedules except they only happen on specific holiday dates (not everyday, weekdays or weekends). One of the nice things about Amanda Portal is that every mailbox can create an unlimited number of auto schedules! This is great for holidays.
  • Page 41 Set the Initial Time for the schedule to execute, the time should be set to the same time as the day schedule Set the “Restrict to” days to everyday Set the “Execute Every” Years to 1 (for every year) or if this holiday schedule is NOT annual and needs to be executed only once set Execute Every to 0 years, 0 months, 0 days, 0 hours, 0 minutes.

  • Page 42: Incoming Call Options

    Holding – Here you can decide to allow callers to hold for a busy extension or not, and configure Amanda to say “Please Hold” before transferring the call to the extension or not.

  • Page 43: General Information

    “Auto Add to Directory” and entries for the first, last, and first and last name will automatically be added to the directory. Amanda Portal is not restricted to entering the first and last name, you can enter any number of names for each mailbox (which is useful when you want nicknames or titles to also link to the mailbox from the public 411 directory).

  • Page 44: Greetings

    1 for English, and a greeting 1 for Spanish). Additionally, using the “Greetings” option under Amanda Portal Station users can record an unlimited number of greetings using the desktop interface. In most cases 7 greetings is more than enough, except when setting up advanced applications such as Amanda’s CallQueue ACD.

  • Page 45: How To Use More Than 7 Greetings

    11.1 How to use more than 7 greetings per mailbox Using Amanda Portal Station, click file, then click the “Sound Interface” option. You can either use a telephone for recordings, or use a microphone. Tech Tip: The sound quality and volume is usually better using a telephone than a microphone.
  • Page 46 The default option is to “Create new” (which is used to create a new greeting), click OK and Amanda will call the extension you defined in the sound interface. Answer the call at that extension and record your greeting (press # when finished recording, and 9 to save when satisfied with the greeting).

  • Page 47: Message Folders

    Message Folders Amanda Portal Station can be used for more than just administration. It can also be used by mailbox owners to log into Amanda through the network or Internet (when configured appropriately) to retrieve voice and fax messages. When doing so, the “Message Folders”...
  • Page 48 Figure 58 Figure 58 shows the message in the Amanda message form. Here you can see all the details about the message, and you can also Enter text into the “Subject” field (in the example above, the caller’s name and reason for calling was entered)
  • Page 49 Figure 59 Here you can save the message to any existing folder on your hard disk. Or you can create an archived message folder (as shown in figure 59 above).

  • Page 50: Mailbox Member Lists

    (by the system administrator). 13.1 Creating a Mailbox Member List To create a mailbox member list, log into Amanda Portal Station, select the mailbox number who wants to add create the list and double click on “Mailbox Member Lists”.
  • Page 51 Tip: Each mailbox can have an unlimited number of message lists, however to create list numbers above the first (1-7) you must use the generic list type using the GUI, or create the list using the telephone user interface. To create a mailbox list, click on the “Create” button in the List name box. The following dialog will appear (as shown in figure 61).

  • Page 52: Recording Greetings

    14.3 Logging into a Mailbox In order to record a greeting for a mailbox, you must call Amanda. When she answers you’ll hear either the welcome greeting “Thank you for calling”, or you’ll hear an auto-...
  • Page 53 If you hear the welcome greeting, * to tell Amanda you want to log into a mailbox to enter user mode. After pressing *, Amanda will prompt you to “enter your mailbox number”, at this point enter the mailbox number you want to log into. Then Amanda will prompt you to “enter your security code”.

  • Page 54: Using The Default Mailboxes

    Public Company Directory (dial 411 to access the public company spell by name directory). Welcome Mailbox (this is the first mailbox that is processes whenever you call Amanda Portal, so the caller hears the greeting for this mailbox first) Instructions Mailbox, processed after the welcome mailbox if no action is taken.

  • Page 55: Using Amanda Portal's Fax Features

    Using Amanda Portal’s Fax Features Amanda Portal supports many different fax applications. The following is a list of fax features supported by Amanda Portal: Fax Mail – Receive personal confidential fax messages in your mailbox. Desktop Faxing – Send faxes right from your desktop PC without a modem.
  • Page 56 For example Amanda might say you have a 2 page fax received today at 10:30am. When this message is played you can press 70, 71, or 72 depending on how you want to retrieve the message.

  • Page 57: Desktop Faxing

    16.2 Desktop Faxing Using Amanda Portal you can fax out right from your desktop PC using Amanda Fax32 printer. Once installed, all you need to do is print to Amanda Fax32 to use Amanda Portal to fax out your documents.

  • Page 58: Fax Broadcasting

    ASCII text file or tiff format. Documents in other formats can first be converted to a tiff format and then queued to be sent out (Amanda Fax32 can be used to save the file as a .tiff format and send it out, if you wish to convert the document to tiff before sending it’s easiest to use method 2).

  • Page 59: Fax On Demand

    16.4 Fax on Demand To setup fax on demand you MUST use the either the “fax_on_demand” or the “fax_on_demand_doc” caller method. The difference between “fax_on_demand” and “fax_on_demand_doc” is that fax_on_demand only allows up to 8 single digit fax documents (1-8). When using “fax_on_demand_doc”...

  • Page 60: How To Install Amanda Unified Messenger

    Browse the network for Amandaserver (or whatever the computer name is of the Amanda Portal PC). On the Amanda PC, there is a shared folder called Clients. In that folder you’ll find the Amanda Unified Messenger Installer called “InboxInstall”, run InboxIstall by double clicking on it.

  • Page 61: Installation Checklist

    9. Create auto-schedules for mailbox 990 and 991 and for other mailboxes where applicable. 10. Help users create mailbox member lists where applicable. 11. Make sure Amanda Portal is logged into the Domain for network (if the network is peer-to-peer, skip this step). 12. Help users install Amanda Unified Messenger.
  • Page 62 System Features Test After setting up Amanda Portal appropriately, before leaving the site, make sure you perform the following tests: Transfer Call Test -Calling in from an outside line, call Amanda. When the system answers dial a test mailbox near you, does it ring?
  • Page 63 Pager Notification Test (if a mailbox is using Pager notification) -Call a mailbox that has pager notification enabled. Leave a test message, was their pager dialed successfully? Cell/Voice Notification Test -Call a mailbox that has a voice notification enabled. Leave a test message, was the cell or telephone number dialed successfully?

  • Page 64: Migrating To Portal From Older Amanda Products

    Note: The output file created “script.tcl” will be created in the C:\Amanda directory. Migrate scans the Amanda@Work.Group/Windows system creating a TCL script for Amanda Portal to read in later. If you don’t have a copy of migrate.exe contact Amanda Technical support for assistance, or you can download it from http://amanda.theamandacompany.com/http/migrate.exe...
  • Page 65 Login as the system administrator by typing “login 999 999” at the % prompt and pressing enter (as shown): Once logged in source the script file by typing “source c:/Amanda/script.tcl” and pressing enter (as shown). Note: The path specification that you type in should use forward slashes, not back slashes or even double back slashes.
  • Page 66 Amanda Portal Station (not all tokens are supported by Amanda Portal, but most of them are). Additionally, the default notify templates dial_light_on, and dial_light_off will need to be replaced by light_on and light_off in each mailbox.

  • Page 67: Amanda Portal Firewall Ports

    5631-5632 pcAnywhere (default ports) for a direct IP connection If your Amanda Portal system is behind a NAT such as a Linksys router, make sure to forward packets on the appropriate ports to the Amanda Portal internal IP address. Additionally, it’s usually easier assigning a static IP address to Amanda Portal as opposed...

  • Page 68: Appendix

    • Connecting hardware resources to a call “on the fly.” An example of this is with Intel (formerly, GammaLink) fax resource boards which are supported. When an incoming call is determined to be from a fax machine, the Amanda software can automatically connect an available fax resource to the call dynamically. This permits purchasing fewer fax resources than there are ports in the system, even though every port is potentially capable of sending or receiving a fax.
  • Page 69 The older-style ISA boards, on the other hand, must be jumped by hand to I/O addresses which do not conflict with any other devices in the system. You will then add these boards manually in the Configuration Wizard and designate the I/O address that is jumpered on each board.
  • Page 70 “Continuous Speech Processing” module. • You must install the TAPI Service Provider in order to use Dialogic’s PBXpert program. However, this driver is not used by Amanda, so if you are not going to use PBXpert, then you can omit this module.
  • Page 71 As of this writing, Intel has released Service Pack 1 for the SR 5.1.1 drivers. It is included on the Dialogic Drivers CD and should be installed after installation of the base driver set is completed.

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Portal 1.1

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