












                   VAX CIT Message Desk Installation and
                   Configuration Guide


                   Order Number: AA-PALKA-TE



                   This document contains instructions for installing
                   the CIT Message Desk application on VAX/VMS systems
                   and instructions for configuring the application. It
                   also explains how to read the on-line release notes
                   before or after installing the product. This document
                   applies to the CIT Message Desk Version 1.0 and to all
                   maintenance updates used throughout that version.





                   Revision/Update Information:  This is a new manual
                   Operating System and Version: VAX/VMS Version 5.1 or
                                                 later

                   Software Version:             VAX CITMD V1.0



                   digital equipment corporation maynard, massachusetts

 



                   ________________________
                   First Printing, November 1989

                   __________
                   The information in this document is subject to change
                   without notice and should not be construed as a
                   commitment by Digital Equipment Corporation. Digital
                   Equipment Corporation assumes no responsibility for any
                   errors that may appear in this document.
                   The software described in this document is furnished
                   under a license and may be used or copied only in
                   accordance with the terms of such license.

                   No responsibility is assumed for the use or reliability
                   of software on equipment that is not supplied by
                   Digital Equipment Corporation or its affiliated
                   companies.
                   __________
                   Copyright ©1989 by Digital Equipment Corporation

                   All Rights Reserved.
                   Printed in the UK.
                   __________
                   The READER'S COMMENTS form on the last page of this
                   document requests the user's critical evaluation to
                   assist in preparing future documentation.

                   The following are trademarks of Digital Equipment
                   Corporation:
                   DEC             DIBOL         UNIBUS
                   DEC/CMS         EduSystem     VAX
                   DEC/MMS         IAS           VAXcluster
                   DECnet          MASSBUS       VMS
                   DECsystem-10    PDP           VT
                   DECSYSTEM-20    PDT
                   DECUS           RSTS
                   DECwriter       RSX           DIGITAL


                   This document was prepared using VAX DOCUMENT, Version
                   1.1

 






          ________________________________________________________________
          Contents

                __________________________________________________________
                PREFACE                                                  v


          ________________________________________________________________
          CHAPTER 1  INSTALLING THE CIT MESSAGE DESK                   1-1
                __________________________________________________________
                1.1   PREPARING TO INSTALL CIT MESSAGE DESK            1-1
                1.1.1     Contents of the Installation Kit             1-1
                1.1.2     Software Requirements                        1-2
                1.1.3     Installation Procedure Requirements          1-3
                1.1.3.1      Basic Requirements, 1-3
                1.1.3.2      Support of License Management Facility
                             (LMF), 1-3
                1.1.3.3      Information Required During Installation, 1-4
                1.1.3.4      Starting and Testing the Kit, 1-6

                __________________________________________________________
                1.2   INSTALLATION PROCEDURES                          1-7
                1.2.1     Using VMSINSTAL                              1-7
                1.2.2     Installation Procedure                       1-7
                __________________________________________________________
                1.3   AFTER THE INSTALLATION                          1-17
                1.3.1     Setting up an Access Control List           1-18
                1.3.2     Starting the CIT Message Desk               1-19
                1.3.3     Changing CITMD$STARTUP.COM                  1-19
                1.3.4     Run the IVP                                 1-21
                1.3.5     Read the Release Notes                      1-22
                1.3.6     Back Up the System Disk                     1-22
                1.3.7     Files Created or Modified                   1-22

                __________________________________________________________
                1.4   ERROR CONDITIONS                                1-24
                1.4.1     Errors During the Installation
                          Procedure                                   1-24
                1.4.2     Errors During the IVP                       1-24

                                                                       iii

 

                   Contents




                1.4.3     Determining and Reporting Problems          1-25

                __________________________________________________________
                1.5   EXAMPLE INSTALLATION                            1-26

          ________________________________________________________________
          CHAPTER 2  CONFIGURING THE CIT MESSAGE DESK                  2-1

                __________________________________________________________
                2.1   DEFINING ACCESS AND USER PRIVILEGES              2-2
                2.1.1     Setting Up Attendants                        2-4
                2.1.1.1      Authorizing an Attendant, 2-5
                2.1.1.2      Adding an Attendant to the CITMD
                             Phonebook, 2-7
                2.1.1.3      Creating an Additional CITMD Message
                             File, 2-11
                2.1.2     Adding General Users to the CITMD
                          Phonebook                                   2-17
                __________________________________________________________
                2.2   SETTING THE MONITORING STATE FOR GENERAL
                      USERS                                           2-18

                __________________________________________________________
                2.3   DEFINING MAIL KEYS                              2-20
                __________________________________________________________
                2.4   CONFIGURATION PROCEDURES FOR THE NORTHERN TELECOM
                      MERIDIAN SL1 PBX                                2-23

          ________________________________________________________________
          EXAMPLES
                1-1   Example Log File for CITMD Installation         1-27








                   iv

 

                   Contents





          ________________________________________________________________
          TABLES
                1-1   Media Details                                    1-2
                1-2   Files Created or Modified During
                      Installation                                    1-23

































                                                                         v

 





          ________________________________________________________________

          Preface


                   This manual describes how to install and configure the
                   CIT Message Desk (CITMD) application. It applies to
                   Version 1 of CITMD and all maintenance updates for that
                   version.
                   Keep this document with your distribution kit. You
                   will need to refer to it again if you receive any
                   maintenance updates, or if you need to reinstall CITMD
                   for any other reason.

          __________________________________________________________
          Intended Audience
                   This installation and configuration guide is intended
                   for system managers who understand the general
                   installation procedures on VAX/VMS systems and who
                   have read the guide Using the CIT Message Desk.

          __________________________________________________________
          Structure of This Guide

                   This guide is divided into two chapters:

                   o  Chapter 1 explains how to install the CIT Message
                      Desk. It outlines the checks and actions required
                      before installing CITMD and the procedures to follow
                      after installation. It describes how to:

                      -  Prepare to install CITMD.

                      -  Follow the installation procedure.

                      -  Start the application after installation.



                                                                         v

 

                   Preface




                      -  Read the Release Notes.

                      -  Respond to any problems you may have with the
                         installation.

                         For information on reporting problems with CITMD,
                         see Section 1.4.3.

                   o  Chapter 2 explains how to configure the CIT Message
                      Desk. It outlines the checks and actions required
                      before using CITMD and describes the procedures for
                      defining access and user privileges. It describes
                      how to:

                      -  Define access and user privileges.

                      -  Create additional CITMD message files so that
                         individual Attendants can receive calls and take
                         messages for a group or building only.

                      -  Set the monitoring state for General Users.

                      -  Complete configuration procedures for a Northern
                         Telecom Meridian[TM] SL1[TM] PBX.













          ___________________
       [TM] Meridian and SL1 are trademarks of Northern Telecom Ltd

                   vi

 

                   Preface






          __________________________________________________________
          Conventions Used in This Guide

                   The following list describes the typing conventions
                   used in this guide to indicate command names, menu
                   options and keyboard keys.


                                    In examples or procedures, this style
                   Text in courier  indicates system prompts or system
                   type             messages.



                   UPPERCASE        Indicates the name of a command.


                   Ctrl/Z           Indicates that you should press the
                                    key marked "Ctrl" and then press the
                                    letter key that follows, such as the
                                    "Z" key.















                                                                       vii



                   Preface






          __________________________________________________________
          Associated Documents

                   The following documentation is essential reading:

                   o  Using the VAX CIT Message Desk

                      This manual provides a general introduction to
                      CITMD. It describes the two groups of CITMD users,
                      Attendants and General Users, and the different
                      features it provides for these groups. It also
                      describes how to use CITMD, and summarizes the
                      commands that are available.

                   o  Release Notes

                      CITMD release notes are provided on-line and are not
                      included in this document. These release notes may
                      contain important information about CITMD.
                      You can read the release notes before you install
                      CITMD, and at any time after the product is
                      installed. To read the release notes, follow the
                      installation procedure up to step 4. At that step,
                      you can choose to display or to print the release
                      notes, or both. You can then choose whether to
                      continue with the installation procedure.

                   For more information about installing layered products
                   on VAX/VMS systems, see the VMS System Manager's
                   Manual.








                   viii

                   _______________________________________________________

          1        Installing the CIT Message Desk



                   This chapter explains how to install the CIT Message
                   Desk. It outlines the checks and actions required
                   before installation, and the procedures to follow after
                   installation. The following sections describe:

                   o  Preparing to install CITMD.

                   o  Installation procedures.

                   o  Starting the application after installation.

                   o  Reading the on-line CITMD release notes.

                   o  What to do if you have problems with the
                      installation.
          __________________________________________________________
          1.1  Preparing to Install CIT Message Desk

                   The following sections describe the checks and actions
                   required before you install CITMD.

          _____________________________
          1.1.1  Contents of the Installation Kit

                   The bill of materials specifies the number and contents
                   of your media. Check the contents of your kit against
                   the list in the bill of materials. If your kit is
                   damaged, or if you find that parts of it are missing,
                   call your Digital representative.




                                                                       1-1

 

                   Installing the CIT Message Desk




                   Table 1-1 shows details of the media on which the CIT
                   Message Desk may be delivered.

          ________________________________________________________________
          Table 1-1 Media Details
                   _______________________________________________________
                   Media______________Quantity__Label_____________________
                   TK50 cartridge     1         CITMD V1.0

                   1600 b.p.i.        1         CITMD V1.0
                   magnetic tape
          ________________________________________________________________

                   Note that the TK50 cartridge can be read from both a
                   TK50 and a TK70 tape drive.

          _____________________________
          1.1.2  Software Requirements

                   The CIT Message Desk Version 1.0 requires:

                   o  VAX/VMS Version 5.1 or later

                   o  CIT Applications Interface Version 2.0

                   You can install CITMD before installing the VAX CIT
                   Applications Interface, but without the applications
                   interface CITMD cannot provide Dialing Services. VAX
                   CIT Applications Interface requires a link to a server
                   node on which VAX CIT Server software is installed.
                   The server software uses a communications link with a
                   CIT-compatible PBX to provide telephony features.







                   1-2

 

                   Installing the CIT Message Desk



          _____________________________
          1.1.3  Installation Procedure Requirements

                   This section describes the preparations you need to
                   make before installing the kit.
          _____________________________
          1.1.3.1  Basic Requirements

                   To ensure the installation runs smoothly:

                   o  Back up the system disk before starting the
                      installation procedure.

                   o  Ensure there are at least 1200 free blocks on the
                      system disk.

                   o  Install CITMD from the system manager's account with
                      your default device and directory set to SYS$UPDATE.

          _____________________________
          1.1.3.2  Support of License Management Facility (LMF)

                   The CIT Message Desk supports the VMS License
                   Management Facility (LMF) for installation on VMS
                   V5 systems. If you need to register CIT Message
                   Desk through the LMF, the kit includes a Product
                   Authorization Key (PAK) containing the information
                   you need for registration.

                   To register your PAK, use the command procedure
                   SYS$UPDATE:VMSLICENSE.COM. For more information on this
                   command procedure and the LMF, refer to VMS License
                   Management Utility Reference Manual.

                   The installation procedure for CIT Message Desk asks if
                   you have an authorization key registered and loaded.
                   You can install the kit without authorization, but you
                   will not be able to run the software.


                                                                       1-3

 

                   Installing the CIT Message Desk


          _____________________________
          1.1.3.3  Information Required During Installation

                   The installation procedure creates a startup command
                   procedure CITMD$STARTUP.COM for the CITMD application.
                   To create this file, the installation procedure prompts
                   you to specify:

                   o  The protocol identifier for the PBX

                      The protocol identifier identifies the protocol that
                      the PBX uses to communicate with the server. During
                      the installation procedure, you are prompted to
                      specify one of the following protocol identifiers:

                      -  HCI[TM] for a British Telecom Regent 257[TM] PBX,
                         or Mitel SX2000[TM] PBX

                      -  IAP[1] for a Northern Telecom Meridian[TM]
                         SL1[TM] PBX

                      -  HICOM for a Siemens HICOM[TM] PBX

                   o  The logical identifier for the PBX

                      The logical identifier for the PBX as defined by
                      the system manager of the CIT server node. A logical
                      identifier is a name that identifies the PBX. During
                      the installation procedure, you must specify the
                      same logical identifier used by the system manager
                      of the server node.

          ___________________
       [TM] HCI and SX2000 are trademarks of MITEL Corporation.
       [TM] Regent 257 is a trademark of British Telecom.
        [1] IAP is the acronym used by DIGITAL for Northern Telecom's
            protocol, ISDN/AP[TM].
       [TM] Meridian, SL1, and ISDN/AP are trademarks of Northern Telecom
            Ltd.
       [TM] HICOM is a trademark of Siemens Ag.

                   1-4

 

                   Installing the CIT Message Desk




                   The installation procedure also creates an account with
                   the username, CITMD$ATT. The CITMD$ATT account is used
                   as a message file by Attendants on your system, who
                   answer calls and take messages for other users. The
                   account is created so that:

                   o  Users can use CITMD to leave messages and all
                      Attendants on your system can receive and read
                      them. When a user sends a message through CITMD,
                      the message is automatically sent to the CITMD$ATT
                      account.

                   o  Only Attendants can access the file.

                   During the installation procedure you are prompted to
                   specify a user identification code (UIC) and a password
                   for the CITMD$ATT account. The UIC must be numeric
                   (octal) with the group number and member number in the
                   following format:

               [group, member]

                   For example:

               [625,713]

                   Note that the UIC must not include a system group
                   number. A system group number is a low group number
                   usually from 1 to 10 (octal) which allows the user
                   to have SYSTEM privileges. If you specify a system
                   group number for the CITMD$ATT UIC, the installation
                   procedure returns an error message and prompts you for
                   another UIC.






                                                                       1-5

 

                   Installing the CIT Message Desk




                   The range of system group numbers is determined by the
                   SYSGEN parameter MAXSYSGROUP. To check the range of
                   system group numbers set by MAXSYSGROUP, log into the
                   system manager's account and enter the following:

               $ RUN SYS$SYSTEM:SYSGEN
               SYSGEN> SHOW MAXSYSGROUP

                   Note that the group numbers set by MAXSYSGROUP are
                   decimal.

                   For more information on UICs and the MAXSYSGROUP
                   parameter, see the Guide to VMS System Security and
                   the VMS System Generation Utility Manual.

          _____________________________
          1.1.3.4  Starting and Testing the Kit

                   The installation procedure automatically runs the
                   startup file CITMD$STARTUP.COM to start CITMD. If,
                   however, you install CITMD on a cluster, you need to
                   run the startup file on each node in the cluster before
                   using CITMD. See Section 1.3.2 for more information.

                   Note that you must complete the configuration
                   procedures in Chapter 2, before users can start up
                   CITMD.

                   The installation procedure also runs the Installation
                   Verificaton Procedure (IVP). The IVP tests the
                   installation by checking that all CITMD directories
                   and files have been created during installation.







                   1-6

 

                   Installing the CIT Message Desk



          __________________________________________________________
          1.2  Installation Procedures

                   The following sections describe the VMSINSTAL command
                   procedure and give a step-by-step guide to the CIT
                   Message Desk installation procedure.

          _____________________________
          1.2.1  Using VMSINSTAL

                   The VMSINSTAL command line has the following format:

               $ @VMSINSTAL CITMD010 source OPTIONS N

                   CITMD010
                   The release or maintenance update of CITMD.

                   source
                   The name of the device from which you are installing
                   CITMD. The device name is in the form ddcu: where dd is
                   the device code, c is the controller, and u is the unit
                   number.

                   OPTIONS N
                   Set the OPTIONS N parameter if you want VMSINSTAL to
                   prompt you to display or to print the release notes.

                   If you enter only @VMSINSTAL at the command line,
                   VMSINSTAL prompts you for these parameters. Digital
                   recommends that you include the OPTIONS N parameter,
                   so that you can read the release notes during
                   installation.
          _____________________________
          1.2.2  Installation Procedure

                   The rest of this section describes the installation
                   procedure. You can get help by entering a question mark
                   (?) in response to any of the questions asked during
                   the installation procedure.

                                                                       1-7

 

                   Installing the CIT Message Desk




                   These installation instructions use MUA0: as an example
                   of the source device from which you install CITMD.

                   To cancel the installation procedure at any time, press
                   Ctrl/Y. VMSINSTAL then deletes all files it has created
                   up to that point and exits. If you want to retry the
                   installation procedure after pressing Ctrl/Y, you must
                   proceed from step 2.

                   Step 1: Log in to the system manager's account and set
                   your default device and directory to SYS$UPDATE.

               Username: SYSTEM
               Password:
               $ SET DEFAULT SYS$UPDATE

                   Step 2: Invoke VMSINSTAL.

               $ @VMSINSTAL CITMD010 MUA0: OPTIONS N

                  VAX/VMS Software Product Installation Procedure V5.2

               It is dd-mmm-yyyy at hh:mm.
               Enter a question mark (?) at any time for help.

               %VMSINSTAL_W_DECNET, Your DECnet network is up and running.
               Do you want to continue anyway [NO]?
               Are you satisfied with the backup of your system disk [YES]?











                   1-8

 

                   Installing the CIT Message Desk




                   Step 3: Insert the installation volume.

               Please mount the first volume of the set on MUA0:.

                   Insert the tape into the drive. VMSINSTAL automatically
                   mounts the volume for you.

               Are you ready?
               %MOUNT-I-MOUNTED, CITMD mounted on _MUA0:
               The following products will be processed:

                 CITMD V1.0


                       Beginning installation of CITMD V1.0 at hh:mm

               %VMSINSTAL-I-RESTORE, Restoring product saveset A...

                   Step 4: Select a release notes option.

                   This step applies only if you specified OPTIONS N in
                   step 2.

             Release notes included with this kit are always copied to SYS$HELP.

               Additional Release Notes Options:
                    1. Display release notes
                    2. Print release notes
                    3. Both 1 and 2
                    4. None of the above

               Select option [2]:

                   The CITMD Release Notes are automatically copied to
                   SYS$HELP. If you want to display or print the Release
                   Notes, select option 1, 2, or 3.



                                                                       1-9

 

                   Installing the CIT Message Desk




                   If you select option 1, VMSINSTAL displays the release
                   notes immediately on your screen. You can terminate the
                   display at any time by entering Ctrl/C.

                   If you select option 2, VMSINSTAL prompts you for a
                   queue name:

               Queue name [SYS$PRINT]:

                   You can enter a queue name, or send the file to the
                   default output print device.

                   If you select option 3, VMSINSTAL displays the release
                   notes immediately on your screen and then prompts you
                   for a queue name.

                   VMSINSTAL then prompts:

               Do you want to continue the installation [NO]?

               %VMSINSTAL-I-RELMOVED, the product release notes have been 
               successfully moved to SYS$HELP.
               
                   Step 5: Verify Licensing.

                 CITMD Software Installation Procedure.
                  Product:      CITMD
                  Producer:     DEC
                  Version:      1.0
                  Release Date: 30-NOV-1989

              Does this product have an authorization key registered and loaded?

                   If you have not registered and loaded the PAK for this
                   kit, the installation will continue but you will not be
                   able to run the software after the installation. See
                   Section 1.1.3.2.


                   1-10

 

                   Installing the CIT Message Desk




                   Step 6: Specify information for the CITMD$ATT account.

                   If you are installing CITMD for the first time, the
                   installation procedure now prompts you to specify
                   details for the CITMD$ATT account.

               The CITMD$ATT account is created during this installation.
               The account provides the Message file for CITMD Attendants.

               Enter the password for the new account: password
               Re-enter the password for verification: password

               Enter the UIC for the new account:  [nnn,nnn]
               Is the UIC [nnn,nnn] correct? [YES]:

                   Enter a password and the UIC for the CITMD$ATT account.
                   The password must be at least eight characters in
                   length and can be any combination of alphanumeric
                   characters that you choose. However, you must not
                   specify the name of the product, the name of the node,
                   or the name of the account, CITMD$ATT. If you specify
                   one of these names, the installation procedure returns
                   an error message and prompts you for another password.

                   Note that when you specify a password, it is not
                   displayed on-screen.













                                                                      1-11

 

                   Installing the CIT Message Desk




                   When you specify the UIC:

                   o  Include the code in square brackets ([]). For
                      example:

                  [123,446]

                   o  Do not specify a system group number. If you specify
                      a system group number for the CITMD$ATT UIC, the
                      installation procedure returns an error message and
                      prompts you for another UIC. See Section 1.1.3.3 for
                      more information.

                   Step 7: Purge files.

               Do you want to purge files replaced by this installation [YES]?

                   If the system contains previous versions of CITMD, most
                   of the existing files are replaced during installation
                   with new files, but the old files are not automatically
                   purged. Digital recommends purging the old files.
                   If you purge, all existing files are replaced except
                   for the following files:

                   o  CITMD$SYS_PHONEBOOK.DAT-which is the database for
                      the CITMD phonebook. The installation procedure does
                      not replace or purge CITMD$SYS_PHONEBOOK.DAT.

                   o  CITMD$ATT.DIR-which contains the Attendant's message
                      file. The installation procedure does not purge or
                      replace the CITMD$ATT account or the files within
                      it.







                   1-12

 

                   Installing the CIT Message Desk




                   Step 8: Select installation options.

               CITMD$STARTUP.COM will now be created for you.

               This Installation Procedure places the logical identifier
               for the PBX and the protocol identifier in the CITMD startup
               file, SYS$MANAGER:CITMD$STARTUP.COM, which allows CITMD to
               communicate with the CIT Applications Interface on your
               node.
               Provide the values in response to the following questions.
               You are given the opportunity to re-enter mistyped values.

               Enter the identifier for the protocol used by the PBX:

               Is the protocol identifier protocol_identifier correct? [YES]?

                   Specify the protocol that the PBX uses to communicate
                   with the server:

                   o  If your system uses a British Telecom Regent 257 PBX
                      or a Mitel SX2000 PBX, the protocol identifier is
                      HCI.

                   o  If your system uses a Northern Telecom Meridian SL1
                      PBX, the protocol identifier for the PBX is IAP.

                   o  If your system uses a Siemens HICOM PBX, the
                      protocol identifier is HICOM.

                   If you specify the wrong protocol identifier, the PBX
                   may not support all of the features that appear on-
                   screen when the application is in use. To correct the
                   protocol identifier in the startup file, you must
                   edit the file CITMD$STARTUP.COM when installation
                   is complete. This allows you to specify the correct
                   protocol identifier and creates a new version of the
                   startup file-see Section 1.3.2 for details of how to
                   start up CITMD.

                                                                      1-13

 

                   Installing the CIT Message Desk




               Enter the logical identifier for the PBX:

               Is the logical identifier logical_identifier correct? [YES]?

                   Specify the logical identifier for the PBX. This
                   identifies the PBX that is connected to the server.
                   The logical identifier is then included in the startup
                   file CITMD$STARTUP.COM.

                   You will not be able to use CITMD to make phone calls
                   if you specify the wrong logical identifier. To correct
                   the logical identifier in the startup file, you must
                   edit the file CITMD$STARTUP.COM when installation is
                   complete. This allows you to specify a new identifier,
                   and creates a new version of the startup file-see
                   Section 1.3.2 for details of how to start up CITMD.

                Add the following command line to the system startup file,
                SYSTARTUP_V5.COM, in SYS$MANAGER:-

                $ @SYS$MANAGER:CITMD$STARTUP.COM

                 For clusters this line should be added to the startup file
                 for each node.

                This Installation procedure will run the CITMD$STARTUP file
                at the conclusion of the installation.
                If you are installing CITMD on a cluster you will need to
                run the CITMD$STARTUP file on each node in the cluster,
                in order to make CITMD available after the installation.

                   You must add the command line to the system
                   startup file after installation is successful. See
                   Section 1.3.2.





                   1-14

 

                   Installing the CIT Message Desk




                   Step 9: Run the IVP.

               Do you want to run the IVP immediately after installation [YES]?

                   The IVP checks that all CITMD logical names are
                   defined, CITMD directories are created, and that files
                   are moved to their target directories. If you choose
                   not to run the IVP immediately after installation,
                   refer to Section 1.3.4.

                      You have answered all the questions necessary
                      for the installation to be completed. The
                      installation will now run unattended.

%VMSINSTAL-I-ACCOUNT, This installation adds an identifier named CITMD$ATTID.
%UAF-I-RDBADDMSG, identifier CITMD$ATTID value: %nnnnnnnnn added to 
                                                         RIGHTSLIST.DAT
%VMSINSTAL-I-SYSDIR, This product creates system disk directory 
                                                         VMI$ROOT:[CITMD]
%VMSINSTAL-I-ACCOUNT, This installation creates an ACCOUNT named CITMD$ATT.
%UAF-I-ADDMSG, user record successfully added
%UAF-I-RDBADDMSG, identifier CITMD$ATT value:[nnnnnn,nnnnnn] added to 
                                                         RIGHTSLIST.DAT
%VMSINSTAL-I-SYSDIR, This product creates system disk directory 
                                                         VMI$ROOT:[CITMD$ATT]
%VMSINSTAL-I-RESTORE, Restoring product saveset B...
%VMSINSTAL-I-RESTORE, Restoring product saveset C...
%VMSINSTAL-I-MOVEFILES, Files will now be moved to their target directories...

                   Table 1-2 in Section 1.3.7 shows all the files that are
                   created or modified by the installation procedure, and
                   the directories to which they are moved.

                   If you chose to run the IVP, VMSINSTAL now calls
                   the IVP to verify that CITMD has been installed
                   successfully.


                                                                      1-15

 

                   Installing the CIT Message Desk




                   Starting the CITMD Installation Verification Procedure

             CITMD$ATTENDANT is CITMD$ATT

             CITMD$ATTMAILDIR is SYS$COMMON:[CITMD$ATT]

             CITMD$DIR is SYS$COMMON:[CITMD]

             CITMD$PBX_TYPE is protocol_identifier

             CITMD$PBX_NAME is logical_identifier
             CITMD$MONITOR is Y

             CITMD System Phonebook (CITMD$SYS_PHONEBOOK.DAT) is in CITMD$DIR.

             CITMD Personal Phonebook FDL file (CITMD$PERS_PHONEBOOK.FDL)
             is in CITMD$DIR.

             CITMD ACL Command File (CITMD$SET_ACL.COM) is in CITMD$DIR.

             CITMD Mail Keys Definition File (CITMD$KEYDEF.COM) is in CITMD$DIR.

             CITMD Attendants' Mail Keys Definition File (CITMD$KEYDEF_ATT.COM)
             is in CITMD$DIR.

CITMD Attendants' Help File (CITMD$ATT_protocol_identifier.HLB) is in SYS$HELP.

CITMD General Users' Help File (CITMD$GEN_protocol_identifier.HLB) is in 
                                                                      SYS$HELP.

             The Installation Verification Procedure for CITMD was successful.

                             CITMD Installation Verification Procedure
                             completed at hh:mm


                   1-16

 

                   Installing the CIT Message Desk




                   Step 10: End the installation procedure.

               On completion of this Installation Procedure
               you must set up the Access Control List for
               the CITMD Attendant's Message File.

               Use the following command when this installation
               procedure has finished:

               $ @citmd$dir:CITMD$SET_ACL.COM

                   You must set up the Access Control List for the
                   CIT$ATT message file created during installation. See
                   Section 1.3.1.

                        Installation of CITMD V1.0 completed at hh:mm

                        VMSINSTAL procedure done at hh:mm
               $ LOGOUT
               SYSTEM     logged out at dd-mmm-yyyy hh:mm:ss.ss

                   Note that during the installation procedure, VMSINSTAL
                   deletes or changes entries in the process symbol
                   tables. Therefore, if you are going to continue using
                   the system manager's account, and want to restore those
                   symbols, log out and log in again.

          __________________________________________________________
          1.3  After the Installation

                   The following sections describe the actions to take
                   when installation is complete, and include a table
                   showing files that are created or modified during
                   installation.





                                                                      1-17

 

                   Installing the CIT Message Desk



          _____________________________
          1.3.1  Setting up an Access Control List

                   Before starting CITMD, you must set up an Access
                   Control List (ACL) on the CITMD Attendant's message
                   file (CITMD$ATT.DIR). This file is automatically
                   created for the CITMD$ATT account during installation.
                   The ACL lets you control access to the file so that
                   only Attendants that you authorize can use it.

                   To set up the ACL on the message file, log in to the
                   system manager's account and enter the following:

               $  @CITMD$DIR:CITMD$SET_ACL.COM

                   An ACL consists of access control list entries (ACEs)
                   which grant or deny access to a particular system
                   object, for example, a file. The ACL that you attach
                   to the file has one ACE defined, the identifier
                   CITMD$ATTID. You must use the Authorize utility to
                   grant Attendants the identifier before they can access
                   the message file. See the procedure in Section 2.1.1.


















                   1-18

 

                   Installing the CIT Message Desk



          _____________________________
          1.3.2  Starting the CIT Message Desk

                   The installation procedure creates a startup file
                   (CITMD$STARTUP.COM), which specifies the logical
                   identifier and protocol identifier for the PBX, and
                   starts the CITMD application.

                   If you are installing CITMD on a cluster, you must run
                   the CITMD$STARTUP.COM file on each node.

                   If you want CITMD to restart whenever the system
                   restarts, include the following command line in the
                   site-specific startup command file (SYSTARTUP_V5.COM)
                   for each node:

               @SYS$MANAGER:CITMD$STARTUP

          _____________________________
          1.3.3  Changing CITMD$STARTUP.COM

                   This section applies only if, at any time after
                   installing CITMD, you have to change the logical
                   identifier for the PBX, or change an invalid protocol
                   identifier in the CITMD startup file.

                   The installation procedure prompts you to specify
                   a logical identifier for the PBX and a protocol
                   identifier which identifies the protocol that the CIT
                   Server software uses to communicate with the PBX. These
                   identifiers are included in the CITMD startup file
                   SYS$MANAGER:CITMD$STARTUP.COM.








                                                                      1-19

 

                   Installing the CIT Message Desk




                   If you specify an invalid logical identifier or
                   protocol identifier during installation, or if an
                   identifier changes at any time after installation, you
                   must replace the identifier specified in the startup
                   file. To do this, you edit the CITMD$STARTUP.COM file:

                   o  Protocol identifier

                      To specify a new PBX protocol identifier, edit the
                      following line in CITMD$STARTUP.COM:

                  $ DEFINE/SYSTEM CITMD$PBX_TYPE  protocol_identifier

                      Specify the identifier as HCI, HICOM, or IAP.
                      For example:

                  $ DEFINE/SYSTEM CITMD$PBX_TYPE  HCI

                   o  Logical identifier

                      To change the logical identifier for the PBX, edit
                      the following line in CITMD$STARTUP.COM:

                  $ DEFINE/SYSTEM CITMD$PBX_NAME logical_identifier

                      For example:

                  $ DEFINE/SYSTEM CITMD$PBX_NAME CIT_PBX











                   1-20

 

                   Installing the CIT Message Desk



          _____________________________
          1.3.4  Run the IVP

                   If you did not run the IVP automatically after
                   installation, you can run it by entering the following
                   command:

               $ RUN SYS$TEST:CITMD$IVP

                   The IVP tests the installation by checking that:

                   o  All CITMD system-wide logicals have been defined.

                   o  The CITMD$ATT account has been created and the mail
                      file set up.

                   o  CITMD.EXE has been created in the directory,
                      SYS$SYSTEM.

                   o  CITMD$DIR has been created and all files and
                      protections have been set up.

                   Section 1.3.7 specifies all the files that are created
                   or modified by the installation, and the directories to
                   which they are moved.

                   If the IVP fails, it does not necessarily mean you have
                   failed to install CITMD. See Section 1.4.2.












                                                                      1-21

 

                   Installing the CIT Message Desk



          _____________________________
          1.3.5  Read the Release Notes

                   If you did not follow the recommendation to read the
                   release notes during installation (see Section 1.2.2),
                   read them now.

                   When installation is complete, you can read the
                   release notes by displaying or printing the file
                   SYS$HELP:CITMD010.RELEASE_NOTES.

                   These release notes may contain important information
                   about the CIT Message Desk application.
          _____________________________
          1.3.6  Back Up the System Disk

                   When you have installed CITMD successfully, back up the
                   system disk.

          _____________________________
          1.3.7  Files Created or Modified

                   Table 1-2 shows all the files that are created or
                   modified by the installation procedure, and the
                   directories to which they are moved.















                   1-22

 

                   Installing the CIT Message Desk



          ________________________________________________________________
          Table 1-2 Files Created or Modified During Installation
                   _______________________________________________________
                   File_Name_________________Directory____________________

                   CITMD_KEYDEF_ATT.COM      CITMD$DIR
                   CITMD_KEYDEF.COM          CITMD$DIR
                   CITMD$PERS_PHONEBOOK.FDL  CITMD$DIR
                   CITMD$SET_ACL.COM         CITMD$DIR
                   CITMD$SYS_PHONEBOOK.DAT   CITMD$DIR
                   CITMD$SYS_PHONEBOOK.FDL   CITMD$DIR


                   CITMD$ATT.DIR             SYS$COMMON
                   CITMD.DIR                 SYS$COMMON


                   CITMD010.RELEASE_NOTES    SYS$HELP
                   CITMD$ATT_HCI.HLB         SYS$HELP
                   CITMD$ATT_HICOM.HLB       SYS$HELP
                   CITMD$ATT_IAP.HLB         SYS$HELP
                   CITMD$GEN_HCI.HLB         SYS$HELP
                   CITMD$GEN_HICOM.HLB       SYS$HELP
                   CITMD$GEN_IAP.HLB         SYS$HELP


                   CITMD$IVP.COM             SYS$TEST


                   CITMD$STARTUP.COM         SYS$MANAGER

                   CITMD.EXE                 SYS$SYSTEM
          ________________________________________________________________

                   Additionally, when mail is sent to the CITMD$ATT
                   account, a MAIL.MAI file is automatically created.
                   See Section 2.1.1.

                                                                      1-23

 

                   Installing the CIT Message Desk



          __________________________________________________________
          1.4  Error Conditions

                   The following sections give advice on what to do if
                   you have problems that cause the installation procedure
                   or the IVP to fail, or problems following successful
                   installation.

          _____________________________
          1.4.1  Errors During the Installation Procedure

                   If the installation procedure fails, the following
                   message is displayed:

               CITMD V1.0 Installation failed.

                   An error during installation can be caused by the use
                   of an incorrect version of the VAX operating system, or
                   if system quotas or resources are inadequate.

                   For descriptions of the error messages generated by
                   these conditions, and recovery procedures, see the
                   manual VMS System Messages and Recovery Procedures.
                   If installation fails and you solve the problem, you
                   must repeat the installation procedure from step 2.

          _____________________________
          1.4.2  Errors During the IVP

                   If the IVP fails, the following message is displayed:

               The Installation Verification Procedure for CITMD has failed.
               CITMD Installation Verification Procedure
               completed at hh:mm

                   Failure of the IVP does not necessarily mean you have
                   failed to install CITMD.



                   1-24

 

                   Installing the CIT Message Desk




                   If you install CITMD on a cluster and the IVP
                   fails, make sure that you run the startup file
                   CITMD$STARTUP.COM on each node (see Section 1.3.2).
                   When you have run the startup file on all nodes in the
                   cluster, rerun the IVP following the instructions in
                   Section 1.3.4.

                   If the IVP continues to fail, an error may have
                   occurred during installation. To determine problems
                   during installation, refer to Section 1.4.1.
          _____________________________
          1.4.3  Determining and Reporting Problems

                   If an error occurs while you are using CITMD and you
                   believe that the error is caused by a problem with the
                   application, take one of the following actions:

                   o  If you are within the warranty period or if you have
                      a Software Support Contract that gives you telephone
                      support, contact Digital's Customer Support Center
                      or submit a Software Performance Report (SPR).

                   o  If you have a Self-Maintenance Software Contract,
                      submit a Software Performance Report (SPR).

                   If you find an error in the CIT Message Desk
                   documentation, fill in and submit the Reader's Comments
                   form at the back of the document in which the error was
                   found. Specify the problem, the relevant section, and
                   the page number.









                                                                      1-25

 

                   Installing the CIT Message Desk


          __________________________________________________________
          1.5  Example Installation

                   This section contains an example installation of
                   CITMD.

          ________________________________________________________________
          Example 1-1 Example Log File for CITMD Installation
          ________________________________________________________________
          $ @VMSINSTAL CITMD MUA0 OPTIONS N

                  VAX/VMS Software Product Installation Procedure V5.2

          It is 23-AUG-1989 at 17:20.
          Enter a question mark (?) at any time for help.

          * Are you satisfied with the backup of your system disk [YES]?

          Please mount the first volume of the set on  MUA0:.
          * Are you ready? y
          %MOUNT-I-MOUNTED, CITMD mounted on _MUA0:

          The following products will be processed:
            CITMD V1.0

                  Beginning installation of CITMD V1.0 at 17:23

          %VMSINSTAL-I-RESTORE, Restoring product saveset A ...

             Release notes included with this kit are always copied to SYS$HELP.

             Additional Release Notes Options:

                  1.  Display release notes
                  2.  Print release notes
                  3.  Both 1 and 2
                  4.  None of the above

          ________________________________________________________________
          Example 1-1 Cont'd. on next page

                   1-26

 

                   Installing the CIT Message Desk



          ________________________________________________________________
          Example 1-1 (Cont.) Example Log File for CITMD Installation
          ________________________________________________________________

          * Select option [2]:
          * Do you want to continue the installation [NO]? y
          %VMSINSTAL-I-RELMOVED , The product's release notes have been
                                                successfully moved to SYS$HELP.
                            CITMD Software Installation Procedure.

                  Product:      CITMD
                  Producer:     DEC
                  Version:      1.0
                  Release Date: 30-NOV-1989
         * Does this product have an authorization key registered and loaded?y

                  The CITMD$ATT account is created during this installation.
                  This account provides the Message file for CITMD Attendants.

          * Enter the password for the new account :

          * Re-enter the password for verification :

          * Enter the UIC for the new account: [nnn,nnn] : [300,333]
          * Is the UIC [300,333] correct?  [YES]?
          * Do you want to purge files replaced by this installation [YES]?

                  CITMD$STARTUP.COM will now be created for you.

                  This Installation Procedure places the logical identifier
                  for the PBX and the protocol identifier in the CITMD startup
                  file, SYS$MANAGER:CITMD$STARTUP.COM, which allows CITMD to
                  communicate with the CIT Applications Interface on your
                  node.
                  Provide the values in response to the following  questions.
                  You are given the opportunity to re-enter mistyped  values.

          ________________________________________________________________
          Example 1-1 Cont'd. on next page

                                                                      1-27

 

                   Installing the CIT Message Desk



          ________________________________________________________________
          Example 1-1 (Cont.) Example Log File for CITMD Installation
          ________________________________________________________________

          * Enter the identifier for the protocol used by the PBX: : hci

          * Is the protocol identifier HCI correct? [YES]?

          * Enter the logical identifier for the PBX: : cit$pbx

          * Is the logical identifier CIT$PBX correct?  [YES]?

                  Add the following command line to the system startup file,
                  SYSTARTUP_V5.COM, in SYS$MANAGER:-

                  $ @SYS$MANAGER:CITMD$STARTUP.COM

                  For clusters this line should be added to the startup file
                  for each node.

                  This Installation Procedure will run the CITMD$STARTUP file
                  at the end of the installation.
                  If you are installing CITMD on a cluster you will need to
                  run the CITMD$STARTUP file on each node in the cluster,
                  in order to make CITMD available after the installation.

          * Do you want to run the IVP immediately after installation [YES]?

                   You have  answered   all  the  questions  necessary
                   for   the   installation   to  be  completed.   The
                   installation will now run unattended.

          ________________________________________________________________
          Example 1-1 Cont'd. on next page






                   1-28

 

                   Installing the CIT Message Desk



          ________________________________________________________________
          Example 1-1 (Cont.) Example Log File for CITMD Installation
          ________________________________________________________________

          %VMSINSTAL-I-ACCOUNT, This installation adds an identifier 
                                                            named CITMD$ATTID.
          %UAF-I-RDBADDMSG, identifier CITMD$ATTID value: 
                                             %X8001000E added to RIGHTSLIST.DAT
          %VMSINSTAL-I-SYSDIR, This product creates system disk directory  
                                             VMI$ROOT:[CITMD].
          %VMSINSTAL-I-ACCOUNT, This installation creates an ACCOUNT named 
                                             CITMD$ATT.
          %UAF-I-ADDMSG, user record successfully added
          %UAF-I-RDBADDMSGU, identifier CITMD$ATT value: [000300,000333] added 
                                             to RIGHTSLIST.DAT
          %VMSINSTAL-I-SYSDIR, This product creates system disk directory 
                                             VMI$ROOT:[CITMD$ATT].
          %VMSINSTAL-I-RESTORE, Restoring product saveset B ...
          %VMSINSTAL-I-RESTORE, Restoring product saveset C ...
          %VMSINSTAL-I-MOVEFILES, Files will now be moved to their 
                                             target directories...

                  Starting the CITMD Installation Verification Procedure

          CITMD$ATTENDANT is CITMD$ATT

          CITMD$ATTMAILDIR is SYS$COMMON:[CITMD$ATT]

          CITMD$DIR is SYS$COMMON:[CITMD]

          CITMD$PBX_TYPE is HCI

          CITMD$PBX_NAME is CIT$PBX

          CITMD$MONITOR is Y

          CITMD System Phonebook (CITMD$SYS_PHONEBOOK.DAT) is in CITMD$DIR.

          CITMD Personal Phonebook FDL file (CITMD$PERS_PHONEBOOK.FDL)
          is in CITMD$DIR.

          CITMD ACL Command File (CITMD$SET_ACL.COM) is in CITMD$DIR.

          CITMD Mail Keys Definition File (CITMD$KEYDEF.COM) is in CITMD$DIR.

          ________________________________________________________________
          Example 1-1 Cont'd. on next page
                                                                      1-29

 

                   Installing the CIT Message Desk



          ________________________________________________________________
          Example 1-1 (Cont.) Example Log File for CITMD Installation
          ________________________________________________________________

          CITMD Attendants' Mail Keys Definition File (CITMD$KEYDEF_ATT.COM)
          is in CITMD$DIR.

          CITMD Attendants' Help File (CITMD$ATT_HCI.HLB) is in SYS$HELP.

          CITMD General Users' Help File (CITMD$GEN_HCI.HLB) is in SYS$HELP.

          The Installation Verification Procedure for CITMD was successful.

                  CITMD Installation Verification Procedure
                  completed at 17:46

               On completion of this Installation Procedure
               you must set up the Access Control List for
               the Attendants' Message File.

               Use the following command when this Installation
               Procedure has finished:

               $ @citmd$dir:CITMD$SET_ACL.COM

                 Installation of CITMD V1.0 completed at 17:46

                 VMSINSTAL procedure done at 17:47
          ________________________________________________________________











                   1-30

 






                   _______________________________________________________

          2        Configuring the CIT Message Desk



                   This chapter describes how to configure CIT Message
                   Desk following successful installation. The following
                   sections describe how to:

                   o  Define access and user privileges for the two groups
                      of CITMD users, Attendants and General Users.

                   o  Create additional CITMD message files so that
                      individual Attendants can receive calls and take
                      messages for a specified group or building only

                   o  Set the monitoring state for General Users.

                   o  Define VMS Mail keys for users so that they can use
                      keys to peform VMS Mail functions.

                   o  Complete configuration procedures for the Northern
                      Telecom Meridian SL1 PBX.















                                                                       2-1

 

                   Configuring the CIT Message Desk



          __________________________________________________________
          2.1  Defining Access and User Privileges

                   There are two groups of CITMD users:

                   o  Attendants

                      Attendants answer calls and take messages for other
                      users. An Attendant may be a group secretary, for
                      example, or a message attendant.

                   o  General Users

                      General users have their calls answered by an
                      Attendant and use CITMD to receive messages and
                      respond to messages taken by the Attendant.

                   Because Attendants and General Users perform different
                   tasks, CITMD provides two user interfaces, one for
                   Attendants and one for General Users. These interfaces
                   provide access to different dialing, message, and
                   phonebook features. So that Attendants and General
                   Users can use these different features, you must define
                   access and user privileges.
















                   2-2

 

                   Configuring the CIT Message Desk




                   To define access and user privileges you must:

                   o  Authorize Attendants so that they can access the
                      CITMD Attendants' message file.

                   o  Add Attendants to the System Phonebook.

                   o  Add General Users to the System Phonebook.


                                             Note

                      Once you have set up Attendants with access and
                      user privileges, they can add General Users to
                      the CITMD System Phonebook.

                   The following section describes how to set up
                   Attendants with access privileges, and how to configure
                   CITMD so that Attendants can receive messages and
                   organize messages for other users.



















                                                                       2-3

 

                   Configuring the CIT Message Desk



          _____________________________
          2.1.1  Setting Up Attendants

                   To set up an Attendant with access to CITMD, you must:

                   o  Authorize the Attendant to use the CITMD message
                      file (CITMD$ATT) which is created during
                      installation. All Attendants on your system use
                      the message file to take messages from callers and
                      to organize messages left by other users.
                      You can also create other message files so that
                      individual Attendants answer calls and take messages
                      for a group or building only. See Section 2.1.1.3.

                   o  Enter details of the Attendant in the CITMD System
                      Phonebook. All Attendants and General Users must
                      have an entry in the CITMD System Phonebook. Each
                      entry specifies a user's telephone number and name,
                      which CITMD uses when providing Dialing and Message
                      Services.

                   The following sections describe how to complete these
                   procedures.

















                   2-4

 

                   Configuring the CIT Message Desk



          _____________________________
          2.1.1.1  Authorizing an Attendant

                   The CITMD$ATT message file is used by all Attendants
                   on your system to receive CITMD messages, organize
                   messages, and respond to messages. So that only
                   Attendants can access the CITMD message file, an access
                   control list (ACL) has been attached to CITMD$ATT.
                   An ACL consists of access control list entries
                   (ACEs) which grant or deny access to a particular
                   system object, for example, a file. The ACL for the
                   CITMD$ATT directory has one ACE defined, the identifier
                   CITMD$ATTID.

                   Before any Attendant can access CITMD, you must use
                   the VMS Authorize utility to grant them with the
                   CITMD$ATTID identifier. To grant an Attendant with
                   the identifier, complete the following procedure:

                   1  Log in to the system account and set default to the
                      directory SYS$SYSTEM:

                   $ SET DEFAULT SYS$SYSTEM


                   2  Invoke the Authorize utility (AUTHORIZE):

                   $ RUN AUTHORIZE












                                                                       2-5

 

                   Configuring the CIT Message Desk




                   3  Enter the following command line, specifying the
                      VMS username of the person you are defining as an
                      Attendant:

                   UAF> GRANT/ID CITMD$ATTID username


                   4  Type EXIT or press Ctrl/Z to exit the Authorize
                      utility.

                   You must complete this procedure for each Attendant on
                   your system who is to use CITMD.

                   For more information on Access Control Lists, refer to
                   the system manager's manual, VMS Access Control List
                   Editor Manual. For more information on the Authorize
                   utility, refer to the System Manager's manual, VMS
                   Authorize Utility Manual.





















                   2-6

 

                   Configuring the CIT Message Desk



          _____________________________
          2.1.1.2  Adding an Attendant to the CITMD Phonebook

                   All Attendants on your system must be added to the
                   CITMD System Phonebook before they can access CITMD.
                   So that all Attendants have an entry in the System
                   Phonebook, you must:

                   1  Add one Attendant to the System Phonebook.

                   2  Instruct that Attendant to add details of the other
                      Attendants.

                   To add an entry for the first Attendant, you must
                   run CITMD from the system account. Thereafter, you
                   must not use the system account for access to other
                   CITMD features. CITMD uses information in the System
                   Phonebook to provide dialing and message features.
                   Because you can run CITMD without specifying any
                   information in the phonebook, CITMD cannot provide
                   these features from the system account.



















                                                                       2-7

 

                   Configuring the CIT Message Desk




                   To enter details of an Attendant in the CITMD System
                   Phonebook, complete the following procedure:

                   1  Log in to the system account.

                   2  Enter the following command at DCL level:

                   $ TELEPHONE PHONEBOOK

                      The Phonebook Services menu is displayed.

                   3  Select ADD from the Phonebook Services menu by using
                      the arrow keys on your keyboard to highlight the ADD
                      command, and press Return.

                      CITMD displays a System Phonebook entry form:

                     Surname:
                     First name:                  Middle Initial:
                     Familiar name:               Phone:
                     Node:                        Username:
                     Location:                    Comment:
                     Attendant - Y/N [N]:         Agent ID:

                     Registered Local User - Y/N [N]:
                     Are these details correct - Y/N [N]:













                   2-8

 

                   Configuring the CIT Message Desk




                   4  Complete the entry form by typing the information
                      required for each field. (If you have no information
                      to add at a field, press Return and the cursor moves
                      to the next field.) The following fields must be
                      completed for the entry to be added:

                      o  Surname-the Attendant's surname.

                      o  Username-the Attendant's VMS username.

                      o  Phone-the Attendant's extension number.

                      o  Agent ID-the Attendant's identification number
                         if your system uses a Northern Telecom Meridian
                         SL1 PBX (see Section 2.4). If your system uses
                         another PBX, you are not prompted for an Agent
                         Id.

                      o  Attendant - Y/N [N]-type "Y" to enter the
                         Attendant. You must enter "Y" so that the
                         Attendant can use CITMD Attendant features. If
                         you do not specify "Y", the user is automatically
                         entered as a General User.

                      o  Registered Local User-type "Y" to register the
                         Attendant as a local user. All CITMD Attendants
                         and General Users on your system must be
                         Registered Local Users so that CITMD can identify
                         the CITMD users on your system.










                                                                       2-9

 

                   Configuring the CIT Message Desk





                   5  When you have completed the form, enter "Y" at the
                      following field:

                  Are these details correct - Y/N [Y]: Y

                      Details of the Attendant are now included in the
                      System Phonebook.

                   You must now instruct the Attendant to add details
                   of the other Attendants on your system. The procedure
                   for Attendants adding an entry in the System Phonebook
                   is described in the manual, Using the VAX CIT Message
                   Desk.

























                   2-10

 

                   Configuring the CIT Message Desk



          _____________________________
          2.1.1.3  Creating an Additional CITMD Message File

                   If your business or system requires an Attendant
                   to answer calls and take messages for a particular
                   group of CITMD users on your system, you can create
                   a separate CITMD message file. By setting up an
                   additional message file, Attendants can receive calls,
                   take messages, and organize messages for only that
                   group.

                   To create and configure an additional message file,
                   complete the following procedures.

                   Creating Another Attendant Message File

                   To create a CITMD message file:

                   1  Log in to the system account and set default to the
                      directory SYS$SYSTEM.

                   2  Invoke the Authorize utility (AUTHORIZE):

                  $ RUN AUTHORIZE
















                                                                      2-11

 

                   Configuring the CIT Message Desk




                   3  Use AUTHORIZE to add a user record to the system
                      UAF. The ADD command and qualifiers creates a new
                      record:

                  UAF> ADD Username /PASSWORD=password /UIC=[nnn,nnn]-
                  _UAF> /DEVICE=Devicename /DIRECTORY=[Directoryname]

                      Specify the "Username" as the name of the account
                      which is to be the new CITMD message file for the
                      Attendants. For example:

                  UAF> ADD CITMD$ATT2 /PASSWORD=SP0152 /UIC=[014,006]-
                  _UAF> /DEVICE=SYS$COMMON /DIRECTORY=[CITMD$ATT2]

                   4  Exit the Authorize utility by pressing Ctrl/Z.

                   5  You must now create a first-level directory for the
                      new account.

                      To create the first-level directory, enter the
                      following command, specifying a name for the
                      directory and the UIC of the new account:

                  $ CREATE/DIRECTORY device:[directoryname]/OWNER=[nnn,nnn]

                      For example:

                  $ CREATE/DIRECTORY SYS$COMMON:[CITMD$ATT2]/OWNER=[014,006]











                   2-12

 

                   Configuring the CIT Message Desk




                   Creating an Access Control List

                   To control access to the Attendant's new message file,
                   you must now create an Access Control List (ACL) for
                   the new account and directory. To do this, you must:

                   1  Create an access control list entry (ACE). An ACE
                      grants or denies access to a system object, such as
                      a file. For the new message file, you must specify
                      an identifier as an ACE so that only Attendants to
                      whom you grant the identifier can access the file.

                      To create an identifier, complete the following:

                      i  Log in to the system account and set default to
                         the directory SYS$SYSTEM.

                     ii  Invoke the Authorize utility (AUTHORIZE):

                         $ RUN AUTHORIZE

                    iii  Enter the following command:

                         UAF> ADD/IDENTIFIER Id-name

                         The identifier name (Id-name) is a string of 1
                         to 31 alphanumeric characters that may contain
                         underscores and dollar signs. The name must
                         contain at least one nonnumeric character. For
                         example:

                         UAF> ADD/IDENTIFIER CITMD$ATTID2
      
               iv  Exit the Authorize utility by pressing Ctrl/Z.





                                                                      2-13

 

                   Configuring the CIT Message Desk




                   2  Set the ACL on the new message directory. Enter the
                      following commands, specifying the identifier and
                      directory for the message file:

                  $  SET ACL/ACL=(IDENTIFIER=identifier, ACCESS=READ+WRITE-
                  _$ +EXECUTE+DELETE+CONTROL) SYS$SYSDEVICE:[VMS$COMMON]-
                  _$ Directoryname

                  $  SET ACL/ACL=(IDENTIFIER=identifier, OPTION=DEFAULT, -
                  _$  ACCESS=READ+WRITE+EXECUTE+DELETE+CONTROL) -
                  _$  SYS$SYSDEVICE:[VMS$COMMON]Directoryname

                      For example:

                  $  SET ACL/ACL=(IDENTIFIER=CITMD$ATTID2, ACCESS=READ+WRITE-
                  _$ +EXECUTE+DELETE+CONTROL) SYS$SYSDEVICE:[VMS$COMMON]-
                  _$ CITMD$ATT2.DIR

                  $  SET ACL/ACL=(IDENTIFIER=CITMD$ATTID2, OPTION=DEFAULT, -
                  _$  ACCESS=READ+WRITE+EXECUTE+DELETE+CONTROL) -
                  _$  SYS$SYSDEVICE:[VMS$COMMON]CITMD$ATT2.DIR

                   For more information on Access Control Lists, refer to
                   the System Management manual, VMS Access Control List
                   Editor Manual. For more information on the Authorize
                   utility, refer to the System Management manual, VMS
                   Authorize Utility Manual.












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                   Redefining Logicals

                   Before Attendants can access the new CITMD message
                   file, you must redefine logicals set up during
                   installation.

                   System logicals are defined so that General Users can
                   send mail to Attendants and the mail is automatically
                   filed in the CITMD$ATT message file. So that mail is
                   filed in the new message file, you must instruct users
                   to set up process logicals:

                   o  Instruct all General Users in the group to add the
                      following definition to their LOGIN.COM file:

                  $ DEFINE CITMD$ATTENDANT Accountname

                      The "Accountname" is the name of the account that
                      you have created. For example:

                  $ DEFINE CITMD$ATTENDANT CITMD$ATT2

                   o  Instruct all Attendants using the new CITMD message
                      file to add the following definitions to their
                      LOGIN.COM file:

                  $ DEFINE CITMD$ATTENDANT Accountname
                  $ DEFINE CITMD$ATTMAILDIR devicename:[directoryname]

                      The "Accountname" is the name of the account that
                      you have created. For example:

                  $ DEFINE CITMD$ATTENDANT CITMD$ATT2
                  $ DEFINE CITMD$ATTMAILDIR SYS$COMMON:[CITMD$ATT2]




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                   Authorizing the Attendants

                   For all Attendants who are to access the new message
                   file, you must use the Authorize utility to grant them
                   the new identifier. Complete the following procedure:

                   1  Log in to the system account and set default to
                      SYS$SYSTEM.

                   2  Invoke the Authorize utility (AUTHORIZE):

                  $ RUN AUTHORIZE

                   3  Enter the following command line, specifying the new
                      identifier and the Attendant's username:

                  UAF> GRANT/ID Id-name username

                      For example:

                  UAF> GRANT/ID CITMD$ATTID2 MWILSON

                   4  Type EXIT or press Ctrl/Z to exit the Authorize
                      utility.

                   In addition, each Attendant must have an entry in the
                   System Phonebook. To add an Attendant to the System
                   Phonebook, complete the procedure in Section 2.1.1.2.











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          _____________________________
          2.1.2  Adding General Users to the CITMD Phonebook

                   Before General Users can use CITMD, they must must be
                   added to the CITMD Phonebook.

                   Remind Attendants for your group or system to add
                   the information that is required. The procedure for
                   Attendants adding an entry in the System Phonebook is
                   described in the manual Using the VAX CIT Message Desk.
                   More than one Attendant can add to the System Phonebook
                   at the same time; thus, entries in the phonebook may be
                   completed by a number of Attendants.

                   In addition to details of CITMD users, other
                   information may also be entered in the System
                   Phonebook. For example, details of personnel associated
                   with your business can be added. CITMD uses information
                   in the CITMD Phonebook to:

                   o  Display on-screen information on calls, such as the
                      name of a caller.

                   o  Provide features, such as the call by name feature.
                      This lets users make a call by specifying a name
                      instead of a number. CITMD parses the information in
                      the System Phonebook to find the telephone number
                      that is listed under the name that they specify.












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          __________________________________________________________
          2.2  Setting the Monitoring State for General Users

                   During installation, a monitoring state is set so that
                   Attendants and General Users monitor all calls that
                   they make or receive when they use CITMD.

                   Monitoring provides CITMD with additional status
                   information on calls, such as the identity of other
                   parties, type of call, and current state of the call.
                   Because this information is available, CITMD can also
                   provide more features such as the CONFERENCE option.
                   However, if there are a large number of users on your
                   system, the information generated by monitoring may
                   overload the link. This may cause problems and make
                   CITMD run slowly.

                   So that the link does not become overloaded, you can
                   set the monitoring state so that General Users monitor
                   some calls only. CITMD provides General Users with two
                   dialing menus instead of one:

                   o  Dialing Services menu-which lists dialing options
                      that do not require monitoring. The Dialing Services
                      menu is automatically displayed when General
                      Users select Dialing Services. The menu includes
                      a FEATURES option which displays the Additional
                      Features menu.

                   o  Additional Features menu-lists all the options on
                      the Dialing Services menu and additional dialing
                      features, for example, the CONFERENCE option.
                      When the Additional Features menu is displayed,
                      monitoring is set on.






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                   By selecting options from the Dialing Services
                   menu, General Users can complete most dialing
                   functions without monitoring set on. If they want
                   more information on a call or they need to use dialing
                   features such as the CONFERENCE option (which requires
                   monitoring to be set on) they can then access the
                   Additional Features menu.

                   To change the monitoring state for General Users, you
                   must:

                   1  Edit the following line in 
                      SYS$MANAGER:CITMD$STARTUP.COM:

                  DEFINE/SYSTEM CITMD$MONITOR Y

                      so that the line reads:

                  DEFINE/SYSTEM CITMD$MONITOR N

                   2  Run the startup file so that the new value is
                      defined:

                  @SYS$MANAGER:CITMD$STARTUP















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          __________________________________________________________
          2.3  Defining MAIL Keys

                   This section describes the procedures for General Users
                   and Attendants to define VMS Mail keys.

                   CITMD uses VMS Mail as an interface for supporting the
                   Message Services features that all users can access.
                   Both Attendants and General Users use VMS Mail commands
                   to complete different procedures:

                   o  General Users receive CITMD messages in the same
                      way that they receive new mail; the message is
                      automatically placed in the Newmail folder of their
                      VMS Mail file.

                      To use Message Services to respond to a CITMD
                      message, a General User must:

                      1  Move the message into the CITMD message folder,
                         which is in their mail file.

                      2  Spawn from MAIL and enter CITMD Message
                         Services.

                   o  Attendants can use VMS Mail commands to move VMS
                      Mail messages to the Attendant's message file.
                      This lets the Attendant display the message if they
                      want to use CITMD to respond to it and lets other
                      Attendants read the message.










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                   Both Attendants and General Users can define keys
                   to perform these VMS Mail command procedures; CITMD
                   provides two MAIL$INIT definition files which contain
                   VMS Mail key definitions. To define MAIL$INIT, they
                   must complete the following:

                   o  General Users

                      General Users must edit their LOGIN.COM file to
                      include the following specification:

                   $ Define MAIL$INIT SYS$COMMON:[CITMD]CITMD_KEYDEF.COM

                      The SYS$COMMON:[CITMD]CITMD_KEYDEF.COM file contains
                      the following key definitions:

                  $ define/key/echo/terminate F17 "copy citmd"
                  $ define/key/echo/terminate F18 "spawn citmd messages"





















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                   o  Attendants

                      Attendants must edit their LOGIN.COM file to include
                      the following specification:

                  $ Define MAIL$INIT SYS$COMMON:[CITMD]CITMD_KEYDEF_ATT.COM

                      The SYS$COMMON:[CITMD]CITMD_KEYDEF_ATT.COM file
                      contains the following key definition:

              define/key/echo/terminate F19 "file newmail CITMD$ATTMAILDIR:MAIL"

                      The F19 key moves mail from the VMS Mail Newmail
                      folder of the Attendant's account to the CITMD
                      Attendant's message file.

                   Remind users to add the previous MAIL$INIT definitions
                   into their LOGIN.COM files.

                   If users have already defined MAIL$INIT in their
                   LOGIN.COM file, or the F17, F18 or F19 keys are already
                   used to define functions, users can add the previous
                   key definitions to their LOGIN.COM file and specify
                   other keys.















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          __________________________________________________________
          2.4  Configuration Procedures for the Northern Telecom Meridian
               SL1 PBX

                   If your system uses a Northern Telecom Meridian SL1
                   PBX, the following procedures must be completed before
                   users can access CITMD:

                   o  All telephone sets must be configured as associated
                      sets. This allows CITMD to assign channels to the
                      users' telephones.

                      Security must also be switched on for all General
                      Users.

                   o  All Attendants must be defined as ACD agents, and
                      their agent identification number must be entered
                      in the CITMD Phonebook. Your PBX administrator can
                      provide you with the Attendants' identification
                      numbers.

                   See your PBX administrator to complete the previous
                   procedures.

















                                                                      2-23
