Lucent Technologies passageway service provider for merlin legend communications system manual

PassageWay ® Service Provider for MERLIN LEGEND ® Communications System Getting Started 560-201-122 Comcode 108363003 Issue 1 October 1998[...]

Copyright  1998 Lucent Technologies 560-201-122 All Rights Reserved Comcode 108363003 Printed in U.S.A. Issue 1 October 1998 Notice While reasonable efforts were made to ensure that the information in this document was complete and accurate at the time of printing, Lucent Technologies can assume no responsibility for any errors or liability for [...]

Ordering Information Call: Lucent Technologies BCS Publications Center Voice 1 800 457-1235 International Voice 317 322-6791 Fax 1 800 457-1764 International Fax 317 322-6699 Write: Lucent Technologies BCS Publications Center 2855 North Franklin Road Indianapolis, IN 46219 Order: Document No. 560-201-122 Comcode 108363003 Issue 1, October 1998 Frau[...]

Contents iii 1 Introduction 1-1 What is the PassageWay Service Provider? 1-1 About This Guide 1-2 User Responsibilities 1-4 Conventions Used in This Guide 1-4 Getting Help 1-5 2 Installing and Configuring the PassageWay Service Provider 2-1 Overview 2-1 New PassageWay Solution Users 2-2 Existing PassageWay Solution Users 2-3 PassageWay Service Prov[...]

Contents iv 3 Troubleshooting 3-1 Overview 3-1 General Troubleshooting 3-2 PassageWay Adapter LED 3-15 Troubleshooting the Connect Application 3-16 A PC Serial Ports A-1 Overview A-1 Background A-2 Workarounds and Solutions to the IRQ Conflict Problem A-7 Selecting an Add-On Serial Port Card A-10 B Installing the PassageWay Adapter with a Local Pow[...]

Figures v 2 Installing and Configuring the PassageWay Service Provider 2-1 2-1. Components of the PassageWay Adapter 2-5 2-2. PassageWay Adapter Installed without a Local Power Supply 2-12 2-3. Find PassageWay Link Dialog Box 2-19 2-4. Sample PassageWay Configurator - COM Port Dialog Box 2-22 2-5. MERLIN LEGEND System Version Dialog Box 2-23 2-6. T[...]

Introduction 1 1-1 What is the PassageWay Service Provider? The PassageWay ® Service Provider is a device driver that enables applications that are compliant with the Microsoft Windows ® Telephony Application Programming Interface (TAPI) (such as PassageWay Telephony Manager) to communicate with your telephone and your company's MERLIN LEGEN[...]

Introduction 1-2 About This Guide This document describes how to install, configure, and troubleshoot the PassageWay Service Provider. This guide contains three chapters, two appendices, and an index: Chapter 1 - Introduction This chapter describes the structure and content of this guide. This chapter also provides a brief introduction to the Passa[...]

Introduction 1-3 NOTE: To determine whether you are using the proper issue of the Getting Started Guide for the PassageWay Service Provider installed on your PC, perform the following steps: a. Start the PassageWay Configurator.  If you have Windows 95, select PassageWay Configurator from the application folder that contains the PassageWay Servi[...]

Introduction 1-4 User Responsibilities Before using the PassageWay Service Provider, you should be familiar with basic Windows functions and procedures. If not, consult your Microsoft Windows User's Guide . You also may need to contact your PC vendor for information on configuring your PC to meet the PassageWay Service Provider requirements. C[...]

Introduction 1-5 Throughout this guide, the term MERLIN LEGEND refers to the following versions of the MERLIN LEGEND system:  Release 2.0  Release 3.0  Release 3.1  Release 4.0  Release 4.1  Release 4.2  Release 5.0  Release 6.0  Release 6.1 Getting Help If you have questions about or problems with the PassageWay Service [...]

Installing and Configuring the PassageWay Service Provider 2 2-1 Overview This chapter provides the procedures for installing and configuring the PassageWay Service Provider. The information you must follow in this chapter depends on whether you have an earlier version of PassageWay Solution installed on your PC. NOTE: The appearance of dialog boxe[...]

Installing and Configuring the PassageWay Service Provider 2-2 New PassageWay Solution Users This section applies to new PassageWay Solution users. If you have an existing version of PassageWay Solution, proceed to the next section, “Existing PassageWay Solution Users.” If you are a new PassageWay Solution user, perform the following steps: 1. [...]

Installing and Configuring the PassageWay Service Provider 2-3 Existing PassageWay Solution Users This section applies to users who have an earlier version of PassageWay Solution installed. If you do not have an existing version of PassageWay Solution installed, refer to the previous section, “New PassageWay Solution Users.” If you have an earl[...]

Installing and Configuring the PassageWay Service Provider 2-4 PassageWay Service Provider Components The PassageWay Service Provider consists of the following components: software this guide the PassageWay adapter The PassageWay adapter provides an interface between your MLX telephone and an available serial (COM) port on your PC by connecting to [...]

Installing and Configuring the PassageWay Service Provider 2-5 657F Modular Jack LED DB-25 Connector Figure 2-1. Components of the PassageWay Adapter[...]

Installing and Configuring the PassageWay Service Provider 2-6 PassageWay Service Provider Requirements The PassageWay Service Provider requires the hardware and software listed below. Install the required hardware and software before installing the PassageWay Service Provider software. Note that system performance may be adversely affected by lowe[...]

Installing and Configuring the PassageWay Service Provider 2-7  a Windows-compatible pointing device (a mouse or trackball is recommended) NOTE: You must have an available serial port in your PC that is dedicated to the PassageWay Service Provider. The PassageWay Service Provider cannot share a serial port with other devices. If all the serial p[...]

Installing and Configuring the PassageWay Service Provider 2-8 an MLX telephone connected to a MERLIN LEGEND system that is configured and operating properly in Hybrid/PBX mode or Key mode NOTE: A complete list of all the telephones supported by the PassageWay Service Provider is provided in the PassageWay Service Provider software (also known as t[...]

Installing and Configuring the PassageWay Service Provider 2-9 Before You Begin This section describes the information that is required to install and configure the PassageWay Service Provider. Before installing the PassageWay Service Provider, you must know the following information: the release of the MERLIN LEGEND system your company has (for ex[...]

Installing and Configuring the PassageWay Service Provider 2-10 the location and extension number of each Intercom button on your telephone. (Intercom buttons are only available when the MERLIN LEGEND system is operating in Key mode.) the number of the COM port (for example, COM1, COM2, COM3, COM4, etc.) to which you are connecting the serial cable[...]

Installing and Configuring the PassageWay Service Provider 2-11 Installing the PassageWay Adapter This section describes how to connect the PassageWay adapter to your telephone and your PC. Only perform the steps in this section if your PassageWay adapter is not installed already. The PassageWay adapter provides an interface between the serial port[...]

Installing and Configuring the PassageWay Service Provider 2-12 Step 3 Step 4 Step 5 W all 25-pin to 25-pin cable or 9-pin to 25-pin cab le from adapter to PC serial por t (COM 1, 2, 3, etc.) Modular phone cord (D8A C) from adapter to phone Phone line from telephone to wall jac k W all jack T elephone P assageW a y Adapter PC 657F 657F Figure 2-2. [...]

Installing and Configuring the PassageWay Service Provider 2-13 To install the PassageWay adapter: 1. Turn off your PC. 2. Unplug the line cord from your telephone. 3. Connect the DB-25 connector on the PassageWay adapter to the serial (COM) port on your PC. If your PC has a 9-pin serial port, connect the 9-pin to 25-pin adapter to the 9-pin serial[...]

Installing and Configuring the PassageWay Service Provider 2-14 7. Check the LED on the PassageWay adapter. If the LED is amber or green, proceed to Step 8. If the LED is any color other than amber or green (including no color), your PassageWay adapter requires auxiliary power. Proceed to Appendix B, “Installing the PassageWay Adapter with a Loca[...]

Installing and Configuring the PassageWay Service Provider 2-15 Installing the Software This section describes how to install and configure the PassageWay Service Provider. You can modify the PassageWay Service Provider configuration information later by running the PassageWay Configurator. NOTE: If you have an earlier version of PassageWay Solutio[...]

Installing and Configuring the PassageWay Service Provider 2-16 4. If you are installing from diskette, insert diskette #1 of the PassageWay Service Provider software into the diskette drive of your PC. If you are installing from a shared directory on a network server, proceed to Step 5. 5. Perform one of the following steps:  If you have Window[...]

Installing and Configuring the PassageWay Service Provider 2-17 7. Choose the Next button. The Select Destination Directory dialog box appears. This dialog box displays the name of the directory where the PassageWay Service Provider software will be installed by default. 8. If the default directory is unacceptable, choose the Browse button and spec[...]

Installing and Configuring the PassageWay Service Provider 2-18 12. Choose the Next button. The installation program copies files from the source diskette to the destination directory. The installation program displays a message box to inform you of its status as it installs files. If you are using Windows 95, the Creating Application Folder & [...]

Installing and Configuring the PassageWay Service Provider 2-19 c. Perform one of the following steps: If the Lucent PassageWay Service Provider is listed in the Telephony Drivers dialog box, select it, and then choose the Setup button. If the Lucent PassageWay Service Provider is not listed in the Telephony Drivers dialog box: i. Choose the Add bu[...]

Installing and Configuring the PassageWay Service Provider 2-20 The PassageWay Configurator is a software application that enables you to set up the PassageWay Service Provider. Until you set up the PassageWay Service Provider, you will be unable to use any TAPI applications. Setting up the PassageWay Service Provider consists of specifying the fol[...]

Installing and Configuring the PassageWay Service Provider 2-21  the location and extension number of each Intercom button on your telephone. (Intercom buttons are only available when the MERLIN LEGEND system is operating in Key mode.) NOTE: The PassageWay Configurator does not verify whether the information you enter is correct. When you run a [...]

Installing and Configuring the PassageWay Service Provider 2-22 15. Choose the Yes button. If the PassageWay Configurator found the COM port to which your PassageWay adapter is connected, the PassageWay Link Found message box appears. Choose the OK button. The PassageWay Configurator - COM Port dialog box appears, and the option button for the corr[...]

Installing and Configuring the PassageWay Service Provider 2-23 16. Perform one of the following steps:  If PassageWay “found” the COM port for you, choose the Continue button.  If PassageWay did not find the COM port for you, select the option button of the COM port in your PC to which your PassageWay adapter is connected, and then choos[...]

Installing and Configuring the PassageWay Service Provider 2-24 17. From the MERLIN LEGEND System Version dialog box, select the release and operating mode (that is, Hybrid/PBX mode or Key mode) for the MERLIN LEGEND system you are using, and then choose the Continue button. The Telephone Models dialog box appears. Figure 2-6. Telephone Models Dial[...]

Installing and Configuring the PassageWay Service Provider 2-25 18. Select the telephone you are using, and then choose the Continue button. The Phone Line Information dialog box appears for the telephone type you specified. Figure 2-7. Sample Phone Line Information Dialog Box[...]

Installing and Configuring the PassageWay Service Provider 2-26 This dialog box presents a representation of the buttons on your telephone. Using this dialog box, you will specify the location and telephone number for each outside line and System Access button (if your MERLIN LEGEND system is operating in Hybrid/PBX mode) or Intercom button (if you[...]

Installing and Configuring the PassageWay Service Provider 2-27 21. Enter the telephone number for the outside line, and then choose the OK button. The button displays “LINE.” 22. Repeat Steps 19 through 21 for any other outside lines on your telephone. 23. Depending on the mode in which your MERLIN LEGEND system is operating (that is, Hybrid/P[...]

Installing and Configuring the PassageWay Service Provider 2-28 28. Choose the OK button. If you are using Windows 95, the Configuration Complete message box appears. Proceed to Step 29. If you are using Windows 3.1 or later, the Telephony Drivers dialog box appears. Perform the following steps: a. In the Telephony Drivers dialog box, choose the Cl[...]

Installing and Configuring the PassageWay Service Provider 2-29 32. Choose the OK button. The Install dialog box appears. 33. Remove the diskette from the diskette drive, and choose the OK button. Depending on your version of Windows, either the system or Windows restarts. The PassageWay Service Provider is now installed. If you need to modify any [...]

Installing and Configuring the PassageWay Service Provider 2-30 Removing the PassageWay Service Provider Use the following procedure to remove the PassageWay Service Provider. If you are using Windows 95, proceed to “Removing the PassageWay Service Provider in Windows 95.” If you are using Windows 3.1 or later, proceed to “Removing the Passag[...]

Installing and Configuring the PassageWay Service Provider 2-31 7. Choose the Finish button. The Perform Uninstall status box appears, displaying the status of the uninstall process. When the uninstall is completed, the UnInstaller Finished message box appears. 8. Choose the OK button. Removing the PassageWay Service Provider in Windows 3.1 or Late[...]

Installing and Configuring the PassageWay Service Provider 2-32 8. Choose the Yes button. The PassageWay Service Provider is removed from your PC and is no longer displayed in the Installed Drivers box of the Telephony Drivers dialog box. 9. Choose the Close button to close the Telephony Drivers dialog box. 10. Choose the Close button to close the [...]

Troubleshooting 3 3-1 Overview This chapter provides information that can assist you in solving problems you might encounter when you use the PassageWay Service Provider. This chapter is divided into the following sections: General troubleshooting PassageWay adapter LED Troubleshooting the Connect application Refer to the appropriate section to fin[...]

Troubleshooting 3-2 General Troubleshooting This section presents some common problems you might encounter while using TAPI applications (for example, Snap Connection). For each problem, a strategy is presented that you can follow to isolate and solve your problem. Starting TAPI Applications This section presents some common problems you might enco[...]

Troubleshooting 3-3 Problem 4: A message box appears displaying the message: A required component of the MERLIN LEGEND driver (file name) is missing. Re-installing the MERLIN LEGEND software may fix this problem. Uninstall and reinstall the PassageWay Service Provider. Problem 5: A message box appears displaying the message: A required component of[...]

Troubleshooting 3-4 Answering Calls This section presents some common problems you might encounter when you answer calls via TAPI applications (for example, Snap Connection). Problem 1: You cannot answer calls via your TAPI application. If you are trying to use your TAPI application and find that an incoming call is not seen by the application, it [...]

Troubleshooting 3-5 Making Calls This section presents some common problems you might encounter when you make calls via TAPI applications (for example, Snap Connection). Problem 1: You are unable to dial from a TAPI-compliant application. Perform the following steps: 1. Start the PassageWay Configurator and verify that the PassageWay Service Provid[...]

Troubleshooting 3-6 Problem 3: You cannot make a call with the speakerphone. If you are using a TAPI application, like Microsoft Dialer (Dialer is an add-on package for Windows 3.1x but is provided with Windows 95 to operate your telephone), you may encounter a problem. You can make calls on the phone using the TAPI application. However, if the TAP[...]

Troubleshooting 3-7 Placing Calls on Hold This section presents some common problems you might encounter when you place calls on hold via TAPI applications (for example, Snap Connection). Problem 1: When you place an outgoing, ringing call on hold via your TAPI-compliant application, the call is dropped (that is, disconnected). You should not place[...]

Troubleshooting 3-8 Problem 2: When you conference an outgoing, ringing call via your TAPI-compliant application, the outgoing call is dropped, but your application indicates that the conference exists. You should not conference outgoing, ringing calls. The PassageWay Service Provider will disconnect these calls. Even though the call was dropped, y[...]

Troubleshooting 3-9 Problem 5: Your TAPI application completes a conference without a real conference existing. If you drop the consultation call or if the party on the other end of the consultation call hangs-up in midst of setting up a conference, the application may incorrectly show that the conference was completed. Meanwhile, there is only one[...]

Troubleshooting 3-10 Using the PassageWay Configurator This section presents some common problems you might encounter when you use the PassageWay Configurator. Problem 1: When you start the PassageWay Configurator and use the Auto Detect feature (that is, the Find PassageWay Link dialog box), the PassageWay Link Not Found message box appears. This [...]

Troubleshooting 3-11 5. Choose the Continue button in the PassageWay Configurator - COM Port dialog box and finish configuring the PassageWay Service Provider. 6. Start Connect after the PassageWay Service Provider is configured.  If you are using Windows 95, select PassageWay Connect from the application folder that contains the PassageWay Serv[...]

Troubleshooting 3-12 Problem 2: When you start the PassageWay Configurator and use the Auto Detect feature, you receive the message “Device Not Present.” In configuring the service provider, you may choose to let the Configurator search for the COM port to which the PassageWay link is connected. All of the COM ports known to the system will be [...]

Troubleshooting 3-13 Problem 4: Your COM (serial) port is not recognized. If all of the COM Ports that are listed in the PassageWay Configurator - COM Port dialog box are disabled, then you may have a newer PC that supports Plug-n-Play (PnP) for the serial ports. The PassageWay software is trying to identify the location of the COM ports through th[...]

Troubleshooting 3-14 Problem 2: You experience problems while uninstalling the PassageWay service provider. While running the UnInstaller on Windows 3.1x, the focus may change from the UnInstaller to the Program Manager. Assuming your Program Manager is not maximized, you will see the blue gradient screen of the UnInstaller in the background. Pleas[...]

Troubleshooting 3-15 PassageWay Adapter LED This section describes the error conditions represented by the LED on the PassageWay adapter. Problem 1: The LED is “off.” This indicates that your PassageWay adapter is not receiving power. Your telephone system wiring may not support the remote powering of adjuncts. (You must have 4-pair station wir[...]

Troubleshooting 3-16 Troubleshooting the Connect Application This section presents some common problems that you might encounter while using Connect. For each problem, a strategy is presented that you can follow to isolate and solve your problem. Problem 1: Connect displays the message : This application requires a serial port and terminates. This [...]

Troubleshooting 3-17 Problem 2: Connect displays its Communications Error dialog box within a few seconds after it is run. This message indicates that Connect cannot communicate properly with your telephone. This message can appear for one of the following reasons: Your PassageWay adapter is not connected properly to your PC serial port and/or tele[...]

Troubleshooting 3-18 Insure your PassageWay adapter is receiving power (as indicated by the illumination of the power LED). If you have verified that the PassageWay adapter is properly connected to your telephone, yet the LED on the adapter is NOT illuminated, your telephone system wiring may not support the remote powering of adjuncts. If this is [...]

Troubleshooting 3-19 Failure Code -121 Meaning: Connect is not receiving data over the specified COM port. Things to Try: Verify that the connection between your PC’s COM port and the telephone is secure. Verify that the COM port number you selected during the Connect setup procedure matches the number of the COM port that is physically connected[...]

Troubleshooting 3-20 Failure Code -2xx Meaning: An unexpected Windows communications error has occurred. Things to Try: Try closing all applications except Connect and Program Manager, and then repeat the Link test procedure. Problem 3: Connect will not work on COM ports other than COM1 and COM2. By default, many PCs are not configured to permit th[...]

Troubleshooting 3-21 Problem 4: Connect occasionally displays its initialization window while one or more PassageWay applications are running. Connect displays its initialization window whenever it establishes (or re- establishes) communication with the telephone. Generally, this window is displayed only once, at the time when a single PassageWay a[...]

PC Serial Ports A A-1 Overview This appendix provides detailed information about PC serial ports, including background information about what they are and how they work. It also explains how Microsoft Windows 3.1 manages serial ports, how to resolve problems using COM3 or COM4 under Windows, and how to choose serial port hardware that is well-suite[...]

PC Serial Ports A-2 Background Serial ports (also sometimes referred to as communications ports or COM ports) are hardware interfaces that permit your PC's microprocessor to communicate with peripheral devices using a communications standard called RS-232 (hence, serial ports are also sometimes referred to as RS-232 ports). Many common compute[...]

PC Serial Ports A-3 The microprocessor/serial port communication consists of two aspects: an I/O port address and an interrupt request signal (IRQ). The I/O port address represents a small region of the microprocessor's input/output memory space that is used to pass data back and forth to the serial port. This memory region acts something like[...]

PC Serial Ports A-4 In the PC architecture, IRQs acts like the doorbell in our analogy: They provide a method by which hardware devices in the computer can get the microprocessor's attention to deal efficiently with some process. The serial port hardware makes use of an IRQ to announce that it is ready to receive more outgoing data and/or that[...]

PC Serial Ports A-5 The table below lists the default I/O port addresses and IRQs used by the serial ports of IBM-PC/AT-compatible computers: Serial Port Device Name I/O Port Address IRQ COM1 03F8 4 COM2 02F8 3 COM3 03E8 4 COM4 02E8 3 The values in this table play an important part in understanding the "wrinkles" associated with serial po[...]

PC Serial Ports A-6 Serial Ports Under Windows 3.1 Unlike the DOS-only world of yesterday, today's multitasking environments like Windows permit the microprocessor to communicate with up to four active serial port devices at the same time (COM1 through COM4). For example, under Windows, if you are using a serial mouse (on COM1) within a termin[...]

PC Serial Ports A-7 Workarounds and Solutions to the IRQ Conflict Problem It is important to remember that the IRQ conflict is a problem in hardware; it cannot be resolved in software alone. Consequently, there are only three alternatives for working around or resolving it: Workaround 1: Configure your serial devices such that you use only two at a[...]

PC Serial Ports A-8 Given the scenario described in item (1) above (that is, a mouse on COM1, a fax/modem card on COM2, and the PassageWay adapter on COM3), you might buy a bus mouse and configure it to use, say, IRQ2 or IRQ5. This would then permit you to move the PassageWay adapter onto COM1 (IRQ4), where it then could be used simultaneously with[...]

PC Serial Ports A-9 For example, consider once again the scenario of a COM1 mouse, a COM2 fax/modem card, and a COM3 PassageWay Service Provider. If the COM3 serial port is located on an add-on card that permits IRQs other than 3 or 4 to be selected, you could configure the COM3 serial port to use a different (available) IRQ in your system, say IRQ[...]

PC Serial Ports A-10 Selecting an Add-On Serial Port Card This section presents advice on how to choose an add-on serial port card for use with the PassageWay adapter. Because the PassageWay adapter does not have any unique requirements with respect to serial ports, this advice applies generically to selecting a serial port for use with any periphe[...]

PC Serial Ports A-11 2. For best performance with the PassageWay adapter, choose a card that has hardware support for high-speed communications. The PassageWay adapter operates at a data rate of 19.2 Kbps, and it relies on Windows to manage the flow of data through your PC's serial port. Depending upon your configuration, Windows may have prob[...]

Installing the PassageWay Adapter with a Local Power Supply B B-1 Overview This appendix describes how to install the PassageWay adapter with a local power supply. You must install a local power supply in the following situations: You use a console and DSS configuration with the PassageWay Service Provider. You installed the PassageWay adapter, but[...]

Installing the PassageWay Adapter with a Local Power Supply B-2 W all 10 Step 9 Step 7 Step 6 Step Step 3 Step 4 Step 5 25-pin to 25-pin cable or 9-pin to 25-pin cab le from adapter to PC serial por t (COM 1, 2, 3, etc.) Modular phone cord (D8A C) from adapter to phone Po w e r Supply P ow er line (D6AP) from outlet to wall-jac k adapter Phone line[...]

Installing the PassageWay Adapter with a Local Power Supply B-3 Installation Procedure To install the PassageWay adapter with a local power supply: 1. Turn off your PC. 2. Unplug the line cord from the wall jack. 3. Connect the DB-25 connector on the PassageWay adapter to the serial (COM) port on your PC. If your PC has a 9-pin serial port, connect[...]

Installing the PassageWay Adapter with a Local Power Supply B-4 11. Check the LED on the PassageWay adapter. If the LED is amber or green, proceed to Step 12. If the LED is any color other than amber or green (including no color), proceed to “PassageWay Adapter LED” in Chapter 3. 12. Turn on your PC. Now, proceed to “Installing the Software?[...]

Index IN-1 C COM ports overview, A-1 Connect troubleshooting, 3-16 D documentation conventions, 1-4 H help, 1-5 I installation checklist, 2-9 installing auxiliary power supply, B-1 PassageWay adapter, 2-11 PassageWay Service Provider, 2-15 P PassageWay adapter installing, 2-11 installing auxiliary power supply, B-1 troubleshooting, 3-15 PassageWay [...]

Index IN-2 T TAPI installing PassageWay Service Provider, 2-15 removing PassageWay Service Provider, 2-30 setting up, 2-9 troubleshooting, 3-2 technical support, 1-5 troubleshooting Connect, 3-16 overview, 3-1 PassageWay adapter, 3-15 PassageWay Service Provider, 3-2 TAPI, 3-2 U uninstalling PassageWay Service Provider, 2-30 upgrade PassageWay Serv[...]