Toshiba Strata DK Admin User Manual
Maintain Customer File
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36
DKAdmin/DKBackup
For a New Customer
➤
To quickly use DKAdmin with a new installation of Strata DK
1. Create a new customer record, using the Maintain Customer File option from the File
Menu.
2. Select the newly created customer, using the Select Customer option from the File Menu.
3. Program the customer DK data, using the ACD Administration Section and Program
Administration Section options from the Administration Menu.
4. Dial the Strata DK, using the Dial DK option from the File Menu, or connect the
DKAdmin PC directly to the Strata DK (see
Appendix A – Connecting to Strata DK
).
5. When the DKAdmin PC first connects to the Strata DK, verify that the selected customer
processor is the same type installed in the DK system. Highlight the Check Processor Type
option in the Administration Menu and press
option in the Administration Menu and press
Enter
. Enter the applicable DK code. The
Strata DK sends the processor type and version to the DKAdmin PC.
6. Initialize the Strata DK processor PCB by running Program 91-9 from the Initialization
Programs option located in the Program Administration Menu (this option will interrupt
service and drop all calls).
service and drop all calls).
Note
If initializing from a remote location, the DKAdmin PC must be connected to the
Strata DK via modems as shown in
Strata DK via modems as shown in
Figure 18
on
Page 132
only.
7. Restore (upload) the new data to the customer’s Strata DK, using the Restore option (
F2
)
and (
F4
) from the Backup/Restore Data option in the Administration Menu.
Maintain Customer File
Using this option, you can insert a new customer, review and update a customer’s information,
delete a customer or upgrade a customer’s processor.
delete a customer or upgrade a customer’s processor.
Note
In the procedures for upgrading a customer’s processor, the word “original” describes
the existing processor and “new” describes the upgraded processor.
the existing processor and “new” describes the upgraded processor.
➤
To access the Maintain Customer File option
1. Type
m
and the Customer
List displays (shown
right).
right).
The list shows each
customer’s ID, name,
assigned directory, and
the last date the
customer’s Strata DK
data was downloaded
and uploaded. If
upgrading a processor,
you should always create
a new customer,
selecting the “original” processor (e.g., RCTUA,B, C/D, E/F) and the original software
release (1, 2, 3 or 4).
customer’s ID, name,
assigned directory, and
the last date the
customer’s Strata DK
data was downloaded
and uploaded. If
upgrading a processor,
you should always create
a new customer,
selecting the “original” processor (e.g., RCTUA,B, C/D, E/F) and the original software
release (1, 2, 3 or 4).
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