pbx smdr system user guide · parameters to suit your new pbx. ) client/server network ready 1-2....

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Version: 1.00 Date: May 06, 2003

Information in this document is subject to change without notice.

This manual has been developed by YOSIN ELECTRONICS CO., LTD. It is intended for the use of its customers and service personnel, and should be read before installing or setting the PBX SMDR SYSTEM.

YOSIN ELECTRONICS CO., LTD.

INSTALLATION AND OPERATION MANUAL

YOSIN ELECTRONICS PAGE II VERSION 1.00

PBX SMDR SYSTEM

Copyright Statement © COPYRIGHT 2003

ALL RIGHTS RESERVED. First Edition. All trademarks are the properties of their respective owners. No portion of this document may be reproduced, altered, adapted or translated without the prior written approval.

WARRANTY

The information in this document is subject to change without notice. We make no warranty of any kind regarding this material, including, but not limited to, the implied warranties or merchantability and fitness for a particular purpose. Furthermore, we shall not be liable for errors contained herein or for incidental or consequential damage in connection with the furnishing, performance, or use of this material.

YOSIN ELECTRONICS PAGE III VERSION 1.00


CCoonntteennttss

1. FEATURES AND SYSTEM REQUIREMENTS ................... 1

1-1. Key Features.............................................................................1 1-2. Minimum System Requirements...............................................1 1-3. Package Contents.....................................................................2

2. INSTALLATION ............................................................ 3

2-1. Connecting PC’s COM PORT to PBX ..........................................3 2-2. Attaching Software Keypro to PC’s PRINT Port........................3 2-3. Installing PBX SMDR SYSTEM Software ...................................4

3. SYSTEM OPERATION ................................................... 5

Flow Chart for Setting System Parameters................................................5 Flow Chart for setting new PBX Parameters .............................................5

3-1. Main Menu................................................................................6 3-2. System Logon ...........................................................................7 3-3. Bill Enquiry ...............................................................................8

A. Bill File Selecting...................................................................................9 B. Complex Enquiry.................................................................................10 C. Print Report......................................................................................... 11

3-4. Rate Setting............................................................................13 A. Local Rates .........................................................................................13 B. Long Distance Rates...........................................................................14 C. Discount Schemes ..............................................................................16 D. Holidays ..............................................................................................17 E. Time Delay and Service Fee ...............................................................18 F. Trunks Information ...............................................................................19 G. Route Table.........................................................................................20 H. Place Name ........................................................................................21

3-5. System Parameters ................................................................22 A. PBX Setting.........................................................................................22 B. PBX Format Editor ..............................................................................23 C. PBX Parameters .................................................................................24 D. Account ...............................................................................................27 E. Database File Setting ..........................................................................30

YOSIN ELECTRONICS PAGE IV VERSION 1.00

PBX SMDR SYSTEM

F. Print .....................................................................................................31 G. Advanced............................................................................................32 H. Company Information..........................................................................34 I. Password..............................................................................................35

3-6. Tools .......................................................................................37 A. Advanced Tool.....................................................................................37 B. Manual Bill...........................................................................................39 C. Front Page Setting ..............................................................................40

APPENDIX: ....................................................................... 41

Appendix 1. Definition of PC’s RS-232 Connection......................41 Appendix 2. How to Make Enquiry through Network ..................42

YOSIN ELECTRONICS PAGE V VERSION 1.00

PBX SMDR SYSTEM

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1-1. Key Features For Microsoft Windows 95/98/ME/2000/ Windows NT4.0 Easy Installation & User Friendly GUI Monitor all outgoing and incoming calls in real-time

collection Call details such as Extn, TRK, Dialed number, Call Type,

Duration, Cost, and Destination are displayed Existing Rate Table are modifiable Rate setting supports Local rate, Long distance, Discount

scheme, and Holiday Complex Enquiry can be made by account/ User Name/

Extn/ Dept./ TRK/ AuthorCode/ Dialed number… All Bill Enquiry Reports and Database files are printable Compatible to PBXs such as Alcatel, AT&T, Ericsson,

Fujitsu, Goldstar, Iwatsu, Lucent, Avaya, NORTEL, Panasonic, Samsung, NEC, Toshiba ...... (or you can set parameters to suit your new PBX. )

Client/Server Network Ready

1-2. Minimum System Requirements Pentium based PC 32MB RAM (64MB for Windows 2000) 300 MB free disk space One dedicated RS-232 (serial) port for the PBX SMDR

connection CD-ROM drive Printer (optional)

YOSIN ELECTRONICS PAGE 1 VERSION 1.00


1-3. Package Contents

SMDR CD-ROM x1 (PBX SMDR Software and Operation Manual) Software Keypro x1 Quick Installation Guide x1

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PBX SMDR SYSTEM

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2-1. Connecting PC’s COM PORT to PBX Connect PBX’s SMDR data output port to PC’s COM Port.

Port for PBX SMDR PC’s COM Port

2-2. Attaching Software Keypro to PC’s PRINT Port 1. The Software Keypro is NOT a hot-swappable unit. Be sure to turn off

PC’s Power before you attach/unplug this Software Keypro, or the Software Keypro may be damaged.

2. After the Software Keypro has been inserted to PC’s PRINT PORT properly, you can begin to install PBX SMDR SYSTEM program on your Windows OS system.

Software KeyproPC’s PRINT PORT

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2-3. Installing PBX SMDR SYSTEM Software

Software Installation: Load PBX SMDR SYSTEM CD-ROM into computer’s CD-ROM drive. The Installation wizard will automatically run, and walk you through the installation process. Remember to restart your computer to complete installation.

To start program:

Double-click icon to start program. PBX SMDR SYSTEM

PBX SMDR SYSTEM ICON

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PBX SMDR SYSTEM

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Start PBX SMDR System Page 4

Setting COMM Port Page 22

To select PBX Model Page 22

System Logon Page 7

Setting Trunk Information Page 19

Setting Long Distance Rates Page 14

Setting Local Rates Page 13

Setting Company Information

Page 34

Account Setting Page 27

Setting Discount Schemes Page 15

(The system has been built-in area code and its place name w

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Select PBX Model：

USE-DEFIND TYPE Page 22

RS–232

Setting

Page 22

Capture Raw Bill data Page 23

Setting PBX Parameters Page 24

To print Raw Bill Data

YOSIN ELECTRONICS PAGE 5 VER

Setting AdvancedData Page 32

orldwide.)

To select PBX Model

Return toBill Monitor

Setting Time delay& Service Fee

18Page

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Page 22

SION 1.00


3-1. Main Menu

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1

Item 1 Main F

in the M2 Bill Mo3 Main F

Main Fu4 Tool Sh

Menu；

5 Serial N6 Averag7 System8 PBX Da9 Date：

10 Time：

YOSIN ELECTRON

11

3 33 444

1110 009 998887 77

2 22

Description unction Bar (Before you log in the system, the hollow text ain Function Bar means their functions are disabled.) nitor：Call bill details will be displayed on this area. unction Button：These four buttons are shortcuts from nction Bar. ortcut：”Key” = Logon；”Lock”= Lock ”Hammer”=Tools；Write=PBX Format Editor umber：Shows S/N of current bill

e Calls：The average calls per 5 minutes running information：The latest running information ta：Shows the ASCII code sent from PBX.

Shows system current data. Shows system current time.

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ICS PAGE 6 VERSION 1.00

PBX SMDR SYSTEM

3-2. System Logon

Click [Operate] from the Main Function Bar and select [Logon]

Enter your “Operator ID” and “Password” in the dialogue box, then click [OK] button to log in the PBX SMDR System. (The default for “Operator ID” is “ADMIN”, and “ password ” is “ 88888 ”.)

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3-3. Bill Enquiry

Click【Bills】from the Main Function Bar and select【Bills】

Item Description Select File Choose Main Bill file or bill files for each month Partial Delete To delete the bill files during specific time period

from database Delete Current To delete the selected bill data Complex Enquiry This item lets you make different enquiries

according to different conditions you desire Print Result To print the current bill file of Bill Enquiry List All To display all bill data from the database Delete ALL To delete all bill files from the database Update Ext Info To update extension information when Ext user

has been transferred.

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PBX SMDR SYSTEM

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Click [Bills] from the Main Function Bar and select [Select File]

In this dialogue box, you can select the bill file you desire and click [OK] button to open the bill fill.

Item Description

BiIll.mdb This is the main Bill file that can store the bill data of the latest 30~365 days.

(Default is 90 days) Bill2003-01.mdb This bill file stored the bill data during the month

–January, 2003. Bill2003-02.mdb This bill file stored the bill data during the month

–February, 2003. Bill2003-03.mdb This bill file stored the bill data during the month

–March, 2003. Bill2003-04.mdb This bill file stored the bill data during month

–April, 2003. Top



BB.. CCoommpplleexx EEnnqquuiirryy Click [Bills] from the Main Function Bar and select [Complex Enquiry]

Item Description Account Enter an account, bills of the account will be displayed. Username Enter a user name, bills of the user will be displayed. Physical Ext Enter an extension number, bills of this extension will be

displayed. Dept. Enter a department name, bills of this department will

be displayed. TRK Enter a TRUNK code, bills of the TRUNK will be

displayed. Auth Code Enter a user’s password, bills of the user will be

displayed. If not, all the bills will be displayed. Group Enter a workgroup name, bills of this workgroup will be

displayed. Dial Number Enter a phone number of outgoing call, bills of this

number will be displayed. Duration>= Enter a call duration time(HH:MM:SS), bills of less than

this time will be not displayed. Cost more than

Enter a value, bills of more than this value will be displayed.

StartDate Enter the beginning date of bills for your enquiry.


PBX SMDR SYSTEM

EndDate Enter the ending date of bills for your enquiry. StartTime Enter the beginning time of bills for your enquiry. EndTime Enter the ending time of bills for your enquiry.

Checkbox Item Description

□ Sort by everyday time segment

If checked, bills out of specific period ( from StartTime to EndTime) will be not displayed.

□ IDD If checked, bills of IDD (International Direct Dial) will be displayed.

□ DDD If checked, bills of DDD (Domestic Direct Dial) will be displayed.

□ Leaseline If checked, bills of Lease Line Call will be displayed. □ Info If checked, bills of Service Call will be displayed. □ local If checked, bills of Local Call will be displayed. □ city If checked, bills of City Call will be displayed. □ Incoming If checked, bills of Incoming Call will be displayed. □ Business Type

If checked, bills of Business Type Call will be displayed.

□ InterCall If checked, bills of Internal Call will be displayed. Item (Button) Description

Show Result To display the result of your enquiry on the screen. Print Report To print the result of your enquiry. Export Bills To save Bill file in TXT form.

ReCalc Bills To re-calculate the bills when the rate setting has been changed.

Return To exit Top

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Click [Bills] from Main Function Bar and select [Complex Enquiry], then click [Print Report] button.



Item Description 01 Bill List group by User/Dept 02 Ext/Dept Cost Report 03 Ext/Dept Cost Detailed Report 04 Ext Cost Report 05 Bills List in order (No preview) 06 Depart Cost Report 07 Workgroup Cost Report 08 Workgroup/Ext Cost Report 09 Dialnumber Report 10 Invoice 11 Ext Cost Scrip 12 Ext/Dept Cost Detailed Report 2

Item Description

□ Filter Zero-subtotal row (Suitable for report Item 02, 03,04, 10, 11)

If checked, bills of “zero” cost will not be printed.

□ Double print (Suitable for Item 11)

If checked, the Ext Cost Scrip (Item11) will be printed twice.

Preview To preview the bill data that are going to be printed.

Cancel To cancel the printing work.


PBX SMDR SYSTEM

3-4. Rate Setting

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Click [Rate] from Main Function Bar and select [Local Rate]

02

Item Description

Please choose local area code

From this poll down menu, you need to choose the Area Code of your location.

Find Enter an Area Code and press “OK” button to find its Local Rate

Add To add a new row of Local Rate data Delete To delete the selected Local Rate data Delete All To delete all Local Rate data Print To print all Local Rate data Save To save current Local Rate setting Return To exit

Local Rate:

Item Description Code The prefix number of phone number of this Local

Rate Memo A brief description of this Local Rate Start Dur. Minimum Call Length (in seconds)



Start Rate Normal rate of Minimum Call Length Interval Interval of Billing Increments (in seconds) Rate Normal rate of Billing Increments Type The “Type Code” of Delay _Sev fee is for indicating

other settings of this Local Rate. Discount Scheme

The name of Discount Scheme is for indicating discount of this Local Rate.

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Click [Rate] from Main Function Bar and select [Long Distance]

Item Description Find Enter an Area Code and press “OK” button to find its

Long Distance Rate. Edit To edit the Long Distance Rate setting of the selected

Area Code. Add To add a new row of Long Distance Rate data Delete To delete the Long Distance Rate data of the selected

Area Code. Delete All To delete all Long Distance Rate data Print To print all Long Distance Rate data Return To exit


PBX SMDR SYSTEM

Click [Rate] from Main Function Bar and select [Long Distance] >[Add]

Item Description Areacode The Area Code of DDD (Domestic Direct Dial) Call

or IDD (International Direct Dial) Call Group-code The access number of long distance calls Memo A brief description of this rate Start Dur. Minimum Call Length (in seconds) Start Rate Normal rate of Minimum Call Length Interval Interval of Billing Increments (in seconds) Rate Normal rate of Billing Increments Overlap Rate Option of Overlap Rate Discount The name of Discount Scheme is for indicating

discount of this rate. Call Type The “Type Code” of Delay_Sev fee is for indicating

other settings of this rate. Top



CC.. DDiissccoouunntt SScchheemmeess Click [Rate] from Main Function Bar and select [Discount Scheme]

Item Description Add To add a new row of Discount Scheme data Delete To delete the selected Discount Scheme data Return To exit

Item Description Discount Scheme The name of the Discount Scheme

* Add _W at end of name for indicating Weekends, add _H for indicating Holidays.

H 0 (00:00 ~00:59) H I (01:00 ~01:59)

∫

H23 (23:00 ~23:59)

If the rate of this hour is the same as normal rate, you might enter 1. If the rate of this hour is 70% of normal rate, you might enter 0.7.

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PBX SMDR SYSTEM

DD.. HHoolliiddaayyss Click [Rate] from Main Function Bar and select [Discount Scheme], and then click [Holiday]

Item Description Add Add a new holiday data Delete Delete the selected data Holiday Enter the date (MM/DD) of this holiday Memo Enter the name of this holiday

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Click [Rate] and select [Delay _Sev fee]

Item Description

Calc mode In the pull down menu, you can select “Delay“ or “polarity inversion“ for Calculation mode.

Return To exit

Delay _Sev fee (Time Delay and Service Fee):

Item Description Type Code Type Code can’t be modified, for it is a built-in code. Call Type A brief description for “Type Code”.

(Call Type is also built-in, and can’t be modified) Switch This item is to select “Y” or “N”

Y : Need to be billed；N : Need NOT to be billed. Delay Enter the delay time (seconds) for this “Call Type” to

begin to be billed. RatePlus (This item is used for HOTEL only.)

RatePlus% (This item is used for HOTEL only.)

RatePlus% (This item is used for HOTEL only.)

PerCallPlus (This item is used for HOTEL only.) Top


PBX SMDR SYSTEM

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Click [Rate] from the Main Function Bar and select [TRK Info]

Item Description Add Add a new TRK data Delete Delete the selected TRK data Delete All Delete all TRK data Return To exit

TRK Info (Trunk Information)：

Item Description TRK Enter the TRK code of the PBX Type In the pull down menu, select Trunk type “ TRK “,

“LEASELINE” or “ PBX “. Switch This item is to select “Y” or “N”

“Y” : Need to be billed；”N” : Need not to be billed.

FilterHead

Enter the FilterHead number for this TRK to filter out the dialed number’s FilterHead. (For example, the Filter is “1805”. When the number “18050227913911” is dialed, system will recognize the dialed number as “0227913911”.)

Route Mark Enter the Route Code for this TRK

Show RawDial Select to display raw dialed number for this TRK or not: Y - Display. ；N - Don’t display.

Father If Trunk type belongs to “ PBX “, please enter its



OutCode “trunk access code”. This trunk access code will not be displayed in dialed numbers.

Remark Enter a brief remark

GG.. RRoouuttee TTaabbllee Click [Rate] from the Main Function Bar and select [Route Table]

Item Description Add Add a Route data to the table Delete Delete the selected Route data from the table Return To exit

Route Table: (A Route Table defines the route that a phone call takes to get to a particular destination.)

Item Description Route Enter the Route Code Replace with

Enter the code that replaces with Route code

Show RawDial

Select whether display raw dialed number for this TRK or not: Y - Display. ；N - Don’t display.

Remark Enter a brief remark Top


PBX SMDR SYSTEM

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Click [Rate] from Main Function Bar and select [Placename]

Item Description Find Enter an Areacode to search for its Place Name Add To add a new Areacode data to the table Delete To delete the selected Area Code data from the table Delete To delete all Area Code and Place Name data from the

table Return To exit (The system has been built-in area code and its place name worldwide.)

Placename:

Item Description Areacode The Area Code for IDD (International Direct Dial) or

DDD (Domestic Direct Dial) Area The Area of the Areacode Location The Place Name of the Areacode

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3-5. System Parameters

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Click [System] from Main Function Bar and select [PBX Setting]

Item Description

PBX Model

To select the PBX Model according to your PBX. Note: If you have a new PBX model that is not listed in this pull down menu, please select the item “USER-DEFINED TYPE“, and then click [PBX Format Editor] for setting the new PBX parameters.

COM Port Select the COM Port that is connected to the PBX. Baud Rate Select the speed that is according to the PBX. Verify Ways to verify the bits Bits To select data bits - 7bits or 8bits Stop bit To select stop bit length - 1bit or 2bits Bill Data Source

Bill Data Source: 0: Data from PBX. (1: Data Buffer. 2:File)

PBX Format Editor

Capture samples of raw bill for editing PBX parameters.

Set COM B Set RS-232 parameters for COM Port B Save Save your new setting Return To exit


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PBX SMDR SYSTEM

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Click [System] from Main Function Bar and select [PBX Setting], then click [PBX Format Editor] and select [Raw Bills].

Character information

Raw Bill

Item Description

Capture

Click this button to detect the Raw Bill data transmitted from the PBX. (Note: The window will display the raw data transmitted from the PBX 20 seconds later after the incoming/ outdoing calls are hanged up.)

Stop Stop to detect the raw data.

Refresh To clear the data that are displayed in the windows of Raw Bill and character information.

Print To print the raw data that are displayed on the window.

Save Raw File Save the raw data that are displayed on the window.

Append ASC13 Append ”ENTER” command to PBX raw data Append ASCII Append ASCII to PBX raw data Return To exit □ Hex Mode If checked, character information will be displayed



in Hex (hexadecimal) mode □ Load sample If checked, raw bills will be displayed.

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CC.. PPBBXX PPaarraammeetteerrss

Click [System] from Main Function Bar and select [PBX setting], then click [PBX Para].

Item Description Print PBX Para

To print the PBX parameters

PBX Rename To change the name of the PBX PBX delete To delete the parameters of the PBX Save Save your new setting Return To exit

Note: Please refer to PBX’s operation manual to set the parameters properly. PBX Parameters（Please refer to Raw Bill）：

Item Description PBX model Select or enter PBX model Class Enter PBX’s model name Mark _> Enter a number (The starting position for recognizing the

symbol of “Mark Symbol” )


PBX SMDR SYSTEM

Mark Symbol Enter a symbol (For recognizing a real Raw Bill) Len Enter a number (characters length of a Raw Bill, but if

the length is unfixed, please enter “0”.) End Symbol Enter a symbol (For recognizing the End of a Raw Bill) Trk _> Enter a number (The starting position for recognizing the

Trunk Code ) Phone_> Enter the starting position / digits (For recognizing the

extension number from Raw Bill)

Outcode Enter the “Trunk Access Code”. (If “trunk access code” is not needed, please enter “NO”.)

Dial num _> Enter a number (The starting position / max. digits for recognizing the “Dialed number” from Raw Bill)

Year _> Enter a number (The starting position for recognizing the “Year” from Raw Bill)

Month_> Enter a number (The starting position for recognizing the “Month” from Raw Bill)

Day _> Enter a number (The starting position for recognizing the “Day” from Raw Bill)

Hour _> Enter a number (The starting position for recognizing the “Hour” from Raw Bill)

Min _> Enter a number (The starting position for recognizing the “Minute” from Raw Bill)

Sec _> Enter a number (The starting position for recognizing the “Second” from Raw Bill)

AMPM_>

Enter a number (The starting position for recognizing the “AM/PM” from Raw Bill) Note: If there is no “AM/PM” data, please enter “0” for “24HR” format.

DurHour_> Enter a number (The starting position for recognizing the “hour of call duration” from Raw Bill)

Dur Min_> Enter a number (The starting position for recognizing the “minute of call duration” from Raw Bill)

Dur Sec_> Enter a number (The starting position for recognizing the “second of call duration” from Raw Bill)

Incoming Mark

Enter a character/symbol (For recognizing the incoming call from Raw Bill)

Incoming_> Enter a number (The starting position for recognizing the Mark of “incoming call” from Raw Bill)



Duration Type

Select the Call Duration Type for Raw Bill. 0：No displaying duration time (but showing ending time) 1：Displaying duration time； 2：Displaying total seconds；3：MMM(second x6)； 4：Displaying duration time at beginning time position.

AuthorCode_>

Enter a number (The starting position for recognizing the “User’s password” from Raw Bill)

InterCall_> Enter a number (The starting position for recognizing the “User’s password” from Raw Bill)

InterCall Mark Enter a character/symbol (For recognizing the inter call from Raw Bill)

Verify Ext Select “ Y “: Need to verify Extn from raw PBX data. “ N “: Need NOT to verify Extn from raw PBX data.

Verify Trk Select “ Y “: Need to verify Co-line from raw PBX data. “ N “: Need NOT to verify Co-line from raw PBX data.

Verify repeated bill

Select “ Y “: Need to verify the repeated bill from raw PBX data. “ N “: Need NOT to verify the repeated bill from raw PBX data.

COM Handshaking

Select the handshaking methods for RS-232 flow control: 0 – com NO 1 – com XonXoff 2 – com RTS 3 – com RTS XonXoff

Disable Null Select: “ Y “- Blank space is NOT allowed at raw PBX data. “ N “- Blank space is allowed at raw PBX data.

Inc Exch Ext Trk

Select whether you want to exchange the location of Ext with that of TRK for incoming call bill.

BCD Code Select whether the raw data transmitted from PBX is BCD (Binary Coded Decimal) code or not.

Feedback Cyc (s)

Set a time (seconds) for system to transmit a feedback character/symbol to PBX after system receives raw PBX data.

Feedback Enter a character/symbol that will be transmitted to PBX for notice once system receives PBX raw data.

Note: You need to select PBX Model again after your PBX Parameters Setting has been completed.

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PBX SMDR SYSTEM

Example: Setting PBX parameters for a new PBX model.

[Month_>] Enter 1 (character position of “Month” data). [Mark _>] Enter 3 (character position of “Mark Symbol”), [Mark Symbol] Enter ‘/’ (the character/symbol that

is for identification of real Raw Bills from PBX), If their character information is <003>47[/]. [Hour_>] Enter 11 (character position of “Hour” data of beginning time).

[Phone _>] Enter 19/3 (character position of Extn / data length). [Trk _>] Enter 24/2 (character position of trunk code / data length).

[Dialnumber _>] Enter 27 (character position of “Dialed Number”)

[Incoming_>] Enter 27 (character position of “Incoming Mark”). [Incoming Mark] Enter ‘i‘ (the character that is for identification of incoming calls).

[DurHour_>] Enter 65 (character position of “hour” data of duration time). [AuthorCode] Enter 75/4 (character position of “User’s Password” / data length).

10/20/03 10:05AM 101 01 27913911 00:12:35 9999 10/20/03 10:30AM 201 05 incoming 00:15:30

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D. AAccccoouunntt

Click [System] from Main Function Bar and select [Account]

Item Description List All To display all accounts (extensions) data Add To add a new account (extension) data Edit To edit the selected account (extension) data Print List To preview the accounts (extensions) data that are



going to be printed Fussy find Enter a key word to search for related account data Find account Enter an account (extension) to search for a specific

account data. Delete To delete the selected account (extension) data Delete All To delete all accounts (extensions) data Return To exit

Top Click [System] from Main Function Bar and select [Account], then click [Add] or [Edit]

Item Description Find To enter an account (extension) to find or edit its data Previous To edit the previous account data Next To edit the next account data Load Sample Enter an account number to load an account sample

for adding or editing. Save To save the account data Return To exit □ Alarm when Monthly cost exceeds

If checked, system will alarm with an Alarm Window and message when the account’s monthly bill exceeds the input value.


PBX SMDR SYSTEM

DETAILS FOR PER ACCOUNT:

Item Description Account Enter an account for the extension user

(Usually, the account is the same as extension number.) Username Enter User Name for this account Dept Enter Department for this account Group Enter the Name of the workgroup for this account Type Select billing type “Office“ or “Hotel“.

(This software has been developed for “Office“ use only) Switch This item is to select “YES” or “NO”

“YES” : Need to be billed；”NO” : Don’t need to be billed. ID Enter employee ID for this account

(This ID would be useful when user names overlap.)

AuthCode

Enter the user’s password of the account. The symbol “！” will appear on Bill file when using password to make a phone call at his own extension. The symbol”！！” will appear on Bill file when using password to make a phone call at other’s extension.

Rent Enter the monthly rent for this account Subsidy Enter a subsidy for this account Remark Enter a brief remark for this account

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EE.. DDaattaabbaassee FFiillee SSeettttiinngg

Click [System] from Main Function Bar and select [Database File Setting]

Checkbox Item Description □ Create Monthly Bill File (BillYYYY-MM.MDB)

If checked, system will automatically create Monthly Bill File for each month.

□ Create Monthly Report File (ReportYYYY-MM.MDB)

If checked, system will automatically create Monthly Report File for each month.

□ Save to Main Bill File (Bill.MDB), bills in file keep days:

If checked, System will automatically save all bills to Main Bill File. Notice: From the pull down menu, you can select the days (30~365 days) for reserving bill files in the database.

□ Keep Raw Bills (eg:Raw2001-06-18.txt)

If checked, system will store Raw Bill files transmitted from PBX in TXT form.

□ Generates text bill file (Hotelbill.txt) for Hotel

(This item is used for Hotel version only.)

□ Generates text bill file for Digital Record (ForMdr.txt)

(This item is used for Digital Recording System.)

Please input first day of per month

From the pull down menu, you can select the beginning day of each month for monthly


PBX SMDR SYSTEM

Bill file. Save Save your new setting

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FF.. PPrriinntt

Click [System] from Main Function Bar and select [Print]

Item Description

Print At Once Select whether system will print the Bill file at once when bill data have been up to a whole page in printer.

□ Single Invoice Print

(This item is used only for Hotel version to check out.)

□ Printer supports Chinese

Click this checkbox if printer has been embedded Chinese fonts.

Save Save Printer setting Top



GG.. AAddvvaanncceedd

Click [System] from Main Function Bar and select [Advanced]

Item Description

Language

In this pull down menu, you can select Windows OS languages：AUTO=automatic, ENG=English, CHS=Simplified Chinese, CHT=Traditional Chinese.

Country or Area In this pull down menu, you can select your location: CN=China；TW=Taiwan；OTHE =Other country

Max Show Dialnumber

In this pull down menu, .you can set the maximum dialed number (8~32) for display

Max Print Dialnumber

In this pull down menu, you can set the maximum dialed number (8~20) for printing

Dialnumber length to be filtered

When the dialed number length is equal to this input value, the call data will not be listed on the Bill file.

□ Verify bills If checked, system will verify the format of every raw PBX data. (IF the format of the raw PBX data is incorrect, this raw PBX data will not be listed on Bill file.)


PBX SMDR SYSTEM

□ Show area in destination

If checked, system will show the Place Name of the area of the call destination on Bill file.

□ Save In Delay Period Bills

If checked, system will store the calls whose duration time is shorter than delay time.

□ Hide Zero-Charge Bill

If checked, system will hide the calls whose cost is equal to zero on Bill file.

□ Prepay Remain Alarm, value ($)


□ Lock Ext when remain or repay less than


□ Rent is not included in Subsidy


□ Cost adjust to 10 cents

If checked, System will automatically adjust each cost round off to 10 cents.

□ Filter non-numeric Dialnumber

If checked, System will filter out non- numeric dialed number (eg. " " or " # ") on Bill file.

□ Duration include delay time

If checked, Then, Duration time = delay time + duration time on Bill file.

□ Overlap Charge generates dual bills

If checked, System will generate dual bills when the call type is IP.

Save Save your new setting

Note: Restart your PBX SMDR System program to take effect after finishing above setting.

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Click [System] from Main Function Bar and select [Company Info] to enter your company name.

Item Description

Company Enter your Company Name. And each time when Bills and Reports are printed, the company name will be on them.

Save Save the Company Name

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PBX SMDR SYSTEM

I. PPaasssswwoorrdd

Click [System] from Main Function Bar and select [Password]

Item Description Operator Password Setting

To add “ ID “ and “ Password “ for new operator

Please input Admin Password

Enter the password for system administrator (ADMIN) to log in system. (Default is 88888)

□ Enable password protection

If checked, the system administrator needs entering “ID“ and “Password“ to log in.

□ “Bills” password Protection

If checked, the networked operator needs entering “ID“ and “Password“ to operate Bill function.

□ “Hotel” Password Protection


□ “Rate” password protection

If checked, the system administrator needs entering “ID“ and “Password“ to operate Rate function.

□ “System” password protection

If checked, the system administrator needs entering “ID“ and “Password“ to operate System function.

□ “Exit” password protection

If checked, the system administrator needs entering “ID“ and “Password“ to exit.

□ “Tool” password protection

If checked, the system administrator needs entering “ID“ and “Password“ to operate Tool



function. Save Save your new setting

Note: Restart your PBX SMDR System program to take effect after finishing above setting.

Click【System】from Main Function Bar and select【Password】, then click【Operator Password Table】

Item Description ADD Add “ ID “ and “ Password “ for new operator Delete Delete the selected data Return Save and Exit

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PBX SMDR SYSTEM

3-6. Tools

AA.. AAddvvaanncceedd TTooooll Click [Tools] from Main Function Bar and select [Advanced Tool]

Item Description

System reset To reset system. (Currently, this function is not available.)

Bill SN=0 Set the series number of the Bill file to “ 0 “ (zero). Repair Database

To repair the damaged Bill files in the database.

Invoice SN=0 Set the Invoice of the bill file to “ 0 “ (zero) Manual bill To generate a new call bill data manually Rebuild Bill.mdb To generate a new Main Bill file.

Note: There will be no old bill data existing in this new Main Bill file.

Recover Bill.mdb

To recover Main Bill file in the database

Recover Report.mdb

To recover Main Report file in the database

Update To update old Main Report Format into current



Report.mdb Report Format in MDB form. Show ASC of string

Enter characters/ string and click [OK] button to show their ASCII Code.

Max rows of bill-monitor

Set the maximum rows for bill monitor (The scroll will appear if the height of the rows exceeds the screen.)

Filter duration > Enter a value (minutes) for duration time. When the duration time is longer than this value, the call bill will not be listed on Bill files. (For example, co-line has been locked out and fails to hang up.)

Transfer Charge Mode

To select Transfer Charge Mode: 0：Charge caller；1：Charge third party； 2：Charge both caller and thirty party.

□ Speedup bill handling

If checked, system will speed up Bill files to be stored in your hard disk.

□ Allow run multi Logon.exe

If checked, system will run for 2 sets of PBX SMDR information.

□ Hide Hotel- related options

If checked, system will hide all the functions that are related with hotel options.

□ Refresh COM PORT

If checked, system will reset COM PORT to prevent PBX SMDR Port from stopping transmitting raw data.

□ Mask password with *

If checked, all passwords will be displayed as “ * “ on Bill files.

□ log Debug info

If checked, system will record all debug information on Run Info screen.

Special command

Special function (This item is used for Engineer only.)

Save Save your new setting Top


PBX SMDR SYSTEM

BB.. MMaannuuaall BBiillll Click [Tools] from Main Function Bar and select [Advanced Tool], then click [Manual bill] button to add a call bill manually.

Item Description Phone Enter the extension number for this manual bill Date Enter the date (YYYY-MM-DD) Start time Enter the beginning time (HH:MM:SS) Duration Enter the call length (HH:MM:SS) DialNumber Enter the Dialed Number Create Bill Press this button to create a new bill according to

above data. Note: Symbol ” B” will be showed at the first column of the Bill file for this manual bill.

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Click [Tools] from Main Function Bar and select [Advanced Tool], then click [FrontPage set] tablet.

Item Description

PBX Series

Select the name of PBX Maker. Note 1: If “Panasonic” is selected, for example, then only the model names of Panasonic will be showed in the pull down menu on PBX Setting. But if no maker is selected, it means that PBX series are for all PBX Makers. Note 2: “Empty” means for all PBX Makers.

Agent Enter the Agent name for this PBX SMDR SYSTEM □ Load picture frontpage

If checked, System Front Page will be displayed for each time when the program is started.

Save Save your new setting Test To preview Front Page Return To exit

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PBX SMDR SYSTEM

AAppppeennddiixx::

Appendix 1. Definition of PC’s RS-232 Connection

Figure A-1. Pin Definition of PC’s COM Port

PIN Signal Name Pin 1 DCD Carrier Detect Pin2 RD Receiver Pin3 TD Transmit Pin4 DTR Data Terminal Ready Pin5 GND Ground Pin6 DSR Data Set Ready Pin7 RTS Request To Send Pin8 CTS Clear To Send Pin9 RI Ring Indicator

Remark: as for PBX’s COM Port Pins Definition, please refer to PBX’s installation manual.

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Appendix 2. How to Make Enquiry through Network

1. Network System Requirement：

● The folder of the Server computer that has been installed with the PBX SMDR SYSTEM must be set as Full Control in Share.

● The Client computer needs the same software (PBX SMDR SYSTEM) version as the Server computer’s.

● The Client computer need not to install the Software Keypro. ● Double-click [Networking Neighbor] on desktop to connect with Server. ● Select the Client.exe file from the PBX SMDR SYSTEM folder (the folder

has been set to be Full Control in Share) of the Server computer. ● Copy its shortcut to your computer’s (Client’s) desktop.

2. Inquiry through Network

● Now, double-click “Shortcut Client “ Icon on desktop to start program.

● Once the program is started, the screen will appear a dialogue box that prompts “ Network Client (Client.exe) is worked as client or demo, can’t receive bill data! “.


PBX SMDR SYSTEM

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COPYRIGHT 2003. ALL Rights Reserved.

YOSIN ELECTRONICS CO., LTD. 6F-2, No.17, Lan174, Shin-Ming Road, Taipei 114, Taiwan Phone: 886-2-2791-3911 E-mail: [email protected]. Website: www.yosin.com.tw

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