Lucent Technologies MERLIN LEGEND Reporter Kurzanleitung

MERLIN LEGEND®Reporter

Installation and Use

Printed in USA Issue 1.0

January 1997

Notice

Every effort was made to ensure that the information in this document was complete and accurate at the time of printing.

However, information is subject to change.

Disclaimer

Intellectual property related to this product (including trademarks) and registered to AT&T Corporation has been transferred

to Lucent Technologies Incorporated. Any references to AT&T within the text can now be interpreted as references to

Lucent Technologies.

Your Responsibility for Your System’s Security

Toll fraud is the unauthorized use of your telecommunications system by an unauthorized party, for example, persons other

than your company's employees, agents, subcontractors, or persons working on your company's behalf. Note that there

may be a risk of toll fraud associated with your telecommunications system, and if toll fraud occurs, it can result in sub-

stantial additional charges for your telecommunications services.

You and your System Manager are responsible for the security of your system, such as programming and configuring your

equipment to prevent unauthorized use. The System Manager is also responsible for reading all installation, instruction, and

system administration documents provided for this product in order to fully understand the features that can introduce risk of

toll fraud and the steps that can be taken to reduce that risk. Lucent Technologies does not warrant that this product is

immune from or will prevent unauthorized use of common-carrier telecommunication services or facilities accessed through or

connected to it. Lucent Technologies will not be responsible for any charges that result from such unauthorized use.

Trademarks

Carbon Copy is a trademark of Microcom Systems, Inc.

Hayes is a registered trademark of Hayes Microcomputer Products, Inc.

HiCom/9 is a trademark of Cherry Hill Software.

MARK-IV is a trademark of Equinox Systems, Inc.

Microsoft and MS-DOS are registered trademarks, Windows is a trademark of Microsoft Corporation.

MERLIN LEGEND is a registered trademark of Lucent Technologies.

RocketPort is a registered trademark of Comtrol Corporation.

This product incorporates portions of the Kermit file transfer protocol which was developed by the Columbia

University Center for Computing Activities.

Ordering Information

Call: Lucent Technologies Fulfillment Center

Voice 1 800 457-1235 International Voice 317 361-5353

Fax 1 800 457-1764 International Fax 317 361-5355

Write: Lucent Technologies Fulfillment Center

P.O. Box 4100

Crawfordsville, IN 47933

Order: Document No. 555-640-210, Issue 1, January 1997, Comcode 107910085

Support Telephone Number

In the continental U.S., Lucent Technologies provides a toll-free customer helpline 24 hours a day. Call the Lucent

Technologies Helpline at 1 800 628-2888 or your Lucent Technologies authorized dealer if you need assistance when

installing, programming, or using your system. Consultation charges may apply. Outside the continental U.S., contact your

local Lucent Technologies authorized representative.

Lucent Technologies Fraud Intervention

If you suspect your are being victimized by toll fraud and you need technical support or assistance, call

BCS National Service Center at 1 800 628-2888.

Heritage Statement

Lucent Technologiesformed as a result of AT&T’s planned restructuringdesigns, builds, and delivers a wide range of

public and private networks, communications systems and software, consumer and business telephone systems, and

microelectronic components. The world-renowned Bell Laboratories is the research and development arm for the company.

Contents

iii

About This Guide vii

■ How to Use This Guide vii

■ Related Resources ix

■ Terminology ix

PART I —Standard System

1About MERLIN LEGEND Reporter 1-1

■ The Basics 1-2

What Is a Call Record? 1-2

How MERLIN LEGEND Reporter Works for You 1-3

■ The Workplace 1-4

Menus and Dialog Boxes 1-4

On-line Help 1-5

MERLIN LEGEND Reporter Icons 1-6

Starting and Ending a Work Session 1-6

2Installation 2-1

■ Checking the Equipment 2-2

■ Gathering Information 2-4

■ Installing the Software 2-4

Loading Remote Access Software 2-4

Loading MERLIN LEGEND Reporter Software 2-6

Setting Up MERLIN LEGEND Reporter 2-7

■ Establishing the SMDR Interface 2-12

■ Verifying Call Processing 2-14

■ Completing a Minimal Setup 2-15

■ What's Next 2-15

3System Management 3-1

■ Your Daily, Weekly, and Monthly Tasks 3-2

■ Administration 3-3

Organization Table 3-3

Immediate Output 3-6

Alert / Alarm Numbers 3-7

Account Codes 3-8

Password 3-9

Contents

PART I —Standard System (continued)

3System Management (continued)

■ Configuration 3-10

Dialed Digit Processing 3-10

Call Types 3-12

Lines 3-13

Call Collection Interface 3-15

Immediate Output to Printer 3-17

Accounting Period 3-19

Users 3-20

■ Customization 3-21

Organization Levels 3-21

Location Table 3-22

Languages 3-23

4Reports and Listings 4-1

■ Common Functions 4-2

Running a Report or Listing on Demand 4-3

Scheduling Reports 4-4

Output 4-6

Chart 4-8

■ Report-Specific Functions 4-9

Organization Reports 4-9

Selection Reports 4-11

Account Code Reports 4-12

Traffic Reports 4-13

■ Viewing Functions 4-15

Report Viewer 4-15

Message Log 4-16

Immediate Output 4-16

5Utilities 5-1

■ Backup and Restore 5-2

■ Call Record Edit 5-3

■ Call Record Deletion 5-4

■ File Import/Export 5-5

■ Database File Maintenance 5-7

■ System Upgrades 5-8

■ Call Processing Status 5-8

Contents

PART II —Multi-site Configuration

6MERLIN LEGEND Reporter at a Polled Site 6-1

■ Helping Central Site to Add This Site 6-1

■ Preparing This Site to Be Polled 6-2

Enable "Save Call Data for Sending" 6-2

Enable the Call Sender Interface 6-2

Add the Central Site as a "System User" 6-3

7PSU at a Polled Site 7-1

■ Connecting the Unit 7-2

■ Configuring the Unit 7-3

■ Powering Up the Unit 7-4

■ Setting Up the Site 7-4

8Central Site of a Multi-site Configuration 8-1

■ Overview 8-2

■ Setting Up the Central Site 8-3

■ Adding Polled Sites 8-4

■ Multi-site Functions 8-6

Site Selection 8-6

Call Collection Interfaces and Schedules 8-6

Reports 8-9

Call Processing Status 8-9

Part III —Appendices

AWorksheets A-1

■ System-wide Parameters A-2

■ Call Collection Interface A-4

■ Call Collection —Polling Schedule A-6

■ Telephone Lines & Facilities A-8

■ Organization —Levels 1 and 2 A-10

■ Organization —Level 2 and higher A-12

BSample Reports B-1

Contents

CSpecifications C-1

■ Processor C-1

■ Serial Port Pinouts C-2

■ Modems C-2

■ Capacities C-3

■ Implementation Guidelines C-4

DGetting Assistance for Problems D-1

■ How to Report a Problem D-1

■ Using Remote Access D-2

■ Basic Troubleshooting D-3

EPC Serial Ports E-1

■ Background E-1

IRQ Mechanism E-2

Serial Ports Under Windows E-4

■ Workarounds and Solutions to the IRQ Conflict Probrem E-5

■ Selecting an Add-In Serial Port Card E-6

GL Glossary GL-1

IN Index IN-1

Issue 1 January 1997 vii

I. About This Guide

This guide explains how the MERLIN LEGEND®Reporter works and how it is used for

calling group or other cost center reporting operations. The guide is divided into three

parts, corresponding to standard system functions, those specific to a multi-site

configuration, and appendices with additional reference material.

Most system functions are documented in PART I, which is organized

into chapters that follow the order of the MERLIN LEGEND Reporter

menu system, preceded by an overview and installation. Information

specific to multi-site configurations is indicated by the “Multi-site”icon in

the margin:

How to Use This Guide

This guide is intended for installers and the system manager. It assumes some

familiarity with the Microsoft Windows®operating environment. Examples in this guide

show Windows 3.1 / Windows for Workgroups 3.11 desktop, menus, and dialog boxes. If

you have Windows 95, these items may look slightly different. In the samples below, the

Windows 95 version is first.

Windows 95

About this Guide

viii Issue 1 January 1997

Installers should read the following material:

■ Chapter 2, Installation, provides instructions to load the application, set it up, and

verify call processing; its companion Appendix A, Worksheets, provides blank

worksheets to collect the information required at this time.

■ Chapter 6, MERLIN LEGEND Reporter at a Polled Site, provides additional

installation instructions to enable sending SMDR data to a Central Site.

■ Chapter 7, PSU at a Polled Site, provides detailed instructions to install a

Pollable Storage Unit at a remote site.

■ Chapter 8, Central Site of a Multi-site Configuration, provides additional

installation instructions in a multi-site configuration, as well as instructions to add

polled sites.

System managers should read the following material:

■ Chapter 1, About MERLIN LEGEND Reporter, provides an overview of the

system and simple explanations of logging in and using system menus and

dialog boxes.

■ Chapter 3, System Management, describes the functions used to set up and

update the information that keeps your system running smoothly.

■ Chapter 4, Reports and Listings, describes all report-generating and viewing

functions; its companion Appendix B, Sample Reports, shows report printouts.

■ Chapter 5, Utilities, describes the functions used in maintaining the system files,

as well as backup operations.

■ Appendix C, Specifications, provides technical information about the system

requirements and capacities.

■ Appendix D, Getting Assistance for Problems, describes basic troubleshooting

and, if necessary, how to obtain help.

■ Appendix E, PC Serial Ports, provides detailed information about PC serial ports,

as well as how to resolve IRQ conflict problems.

About This Guide

Issue 1 January 1997 ix

Related Resources

The documents listed below are part of the MERLIN LEGEND Communications System,

Release 3.1 and 4.0 documentation set. Within the continental United States, these

documents can be ordered from the Lucent Technologies Fulfillment Center by calling

1 800 457-1235.

MERLIN LEGEND Communications System, Release 3.1 and Release 4.0 DocumentationSet

Document Title

System Documents

555-025-600 BSC Products Security Handbook

555-640-118 System Manager’s Guide

555-640-110 Feature Reference

555-640-116 Pocket Reference

555-640-111 System Programming

555-640-112 System Planning

555-640-113 System Planning Forms

555-640-105 Data and Video Reference

555-640-200 Release 4.0 to Releases 4.1 and 4.2 Upgrade Notes

Telephone User Support

555-640-122 MLX-10D , MLX-10DP , MLX-16DP , MLX-28D , and

MLX-20L Display Telephones User’s Guide

555-640-150 MLX-10D Display Telephone Tray Cards (5 cards)

555-640-152 MLX-28D and MLX-20L Telephone Tray Cards (5 cards)

555-640-124 MLX Non-Display Telephones User’s Guide

555-640-151 MXL-10 Non-Display Telephone Tray Cards (6 cards)

555-640-120 Analog Multiline Telephone User’s Guide

555-640-126 Single-Line Telephone User’s Guide

555-640-138 MDC 9000 and MDW 9000 Telephones User’s Guide

System Operator Support

555-640-134 MLX Direct-Line Console Operator’s Guide

555-640-132 Analog Direct-Line Console Operator’s Guide

555-640-136 MLX Queued Call Console Operator’s Guide

Miscellaneous User Support

555-640-130 Calling Group Supervisor’s Guide

Documentation for Qualified Technicians

555-640-140 Installation, Programming, and Maintenance (IP&M) Binder

About this Guide

xIssue 1 January 1997

Terminology

In the context of this guide, we use the following terms:

■ Telephone system —refers to the MERLIN LEGEND Communications System,

Release 4.1 or later.

■ Multi-site configuration —refers to the configuration of a Model 5,000, Model 10,000,

or Model 20,000 MERLIN LEGEND Reporter that allows the site where it is installed

(the “Central Site”) to connect with and report on up to 25, 50 or 100 sources of call

records respectively (“polled”sites).

The term “multi-site configuration”also refers to the collection of all sites' databases

and their relationships to the Central Site. Thus, when we document in PART II -

Multi-site Configuration a “MERLIN LEGEND Reporter (or a PSU) at a Polled Site,”

we refer to a site where a Model 50 or Model 200 MERLIN LEGEND Reporter (or a

PSU) is installed and configured to send its SMDR call records to the Central Site

when requested by a Central Site poll.

■ Cost Center is the default name for Level 2 of your organization. If you are using

MERLIN LEGEND Reporter for calling groups, you can change the name to Calling

Groups or any other name you coose. The default name Cost Center will be used

throughout this guide.

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