Managing Standard Sets

Understanding the Standard Sets Window

When you first access a Standard Set, there is a lot going on.  There are several panes of information, most panes will either contain information specific to the switch or to CAIRS.  Let’s first talk about the panes that are related to CAIRS information:

• Standard Set Device – this is the only pane that will contain information for both CAIRS data and switch data
• Customer Accounting/Equipment & Service
• Connectivity
• Set Image
• Notes

Next let’s talk about the panes that are related to information directly received from the switch

• Standard Set Device – this is the only pane that will contain information for both CAIRS data and switch data
• Device Details
• Buttons
• Button Details
• Features
• Button Feature Pick List

You can customize the look of this screen very easily.  Within Form Layout menu, within the top menu bar, you can create different layout or restore to the default layout.  You also hide panes that you know you are not going to be needing, for example many sites do not associate equipment & services, so that pane can be hidden from all layouts.

Another option is to drag all the panes into one and create tabs at the bottom of the window. You can drag and drop the tabs to be in the order that you wish.

Adding a Standard Set

1. Click Configured Items.
2. In the Navigation pane, click Standard Sets à Standard Set Device
3. To start, we will deal with all the panes that have switch related information. Within the Actions pane, click on the Add New Standard Set Device
4. The first pane we will complete is the Standard Set Device, complete the following fields (required fields are marked with an asterisk (*)):

• • Switch Name * – click on the dropdown arrow to access a list of switches, from the list select the appropriate switch
  • Set Template Name – click on the dropdown arrow to access a list of set templates, from the list select the appropriate template

After you select your set template, the image for the set will display in the Set Image pane.  Once numbers and features are assigned to the set you will see the appropriate listing on each button.  This pane is for viewing purposes only.

• • Set Type Name * – click on the dropdown arrow to access a list of set types, from the list select the appropriate set
  • Set Device Identifier * – this defaults to (Automatic by Switch Type), the set template determines the value of this field.
  • Site – click on the dropdown arrow to access a list, then, select the set site. The site dropdown list displays the bottom-most site first. After the ~~ is the complete path to the site.
  • Organization Name – click the drop-down arrow to access a list, and then select the name of the organization. There can be three columns of information: org code, organization name and organization path. The org code is 3-character code used to identify the org, your administrator determines if this column is visible.  The organization name column displays the lowest child organization name.  The organization path displays the complete path to the selected org, this includes all parents and children.  Once you select an organization, the complete path populates within the field.
  • Standard Set Misc 1 -5 – use these fields for typing in any miscellaneous set information.

5. Once you complete the information in this pane, you will move onto the Device Details pane. There are 4 tabs of information contained within Device Details. Most of the fields within each pane will auto-populate, however you will have to complete a few fields within the 3C Device pane, the following field are available (required fields are marked with an asterisk (*)):

• • Switch Name – this will auto-populate with the switch name that you select from the previous pane
  • NEC Set Type or User Agent Description – this will auto-populate with the switch name that you select from the previous pane
  • MAC Address – type in the MAC address. Often times your administrators will create a mask for this field, so all MAC addresses are entered in the same manner.
  • NEC Device Name – this field will auto-populate with the MAC address of the set
  • NEC Device Type – this will auto-populate with the switch name that you select from the previous pane
  • NEC LAN Name – click on the dropdown arrow to access a list of LAN Names, from the list select the appropriate LAN
  • NEC Device Configured – click the field to insert a checkmark into the field to indicate the device is configured in the switch.
  • NEC Device Software Version – type in the software version of the device
  • NEC Device Description – this will auto-populate with the switch name that you select from the previous pane

Adding a Number to the Set

6. Before you can save the set, you must first assign a directory number to the set. In the Buttons pane you will see a list of the buttons that are on this particular set, these buttons are determined by the set templates.  If you do not pick a button first, the number will automatically be assigned to button 1.
7. To assign a number to a button, click on the button and within the Button Actions ribbon group, click on Add Number.
8. The number pick list popup opens you can either click the Show All link or type the number or a portion of the number in the text box to search for the number to add to the set. Once found, click on the number within the list to add to the set.
9. When you add a number to the set, you can go to the Button Details pane to view and complete more information on the
10. The first tab, Standard Directory has some basic CAIRS information in it, complete the following fields (required fields are marked with an asterisk (*)):

• • Standard Directory Number * – this auto-populates with the number you just assigned to the set
  • Number Plan Name – click on the dropdown arrow to access a list of the number plans
  • Directory Number – one the number plan is selected, the numbers available will appear in this dropdown. Click on the dropdown arrow to access a list of the directory numbers, from the list select the number to associated to the set.
  • Site – click on the dropdown arrow to access a list, then, select the set site. The site dropdown list displays the bottom-most site first. After the ~~ is the complete path to the site.
  • Organization Name – click the drop-down arrow to access a list, and then select the name of the organization. There can be three columns of information: org code, organization name and organization path. The org code is 3-character code used to identify the org, your administrator determines if this column is visible.  The organization name column displays the lowest child organization name.  The organization path displays the complete path to the selected org, this includes all parents and children.  Once you select an organization, the complete path populates within the field.
  • Standard Set Misc 1 -5 – use these fields for typing in any miscellaneous set information.

11. There will be additional tabs in the Button Details pane, at a minimum you will see the 3C Address and 3C Station Address tabs. If you have added a subscriber to the set you will also see the subscriber tab, this will contain the complete details for the subscriber.
12. The 3C Address tab contains the following information, most fields are auto-populated however you can change the information if necessary (required fields are marked with an asterisk (*)):

• • Switch Name *
  • NEC Address Type *
  • NEC Address Number *
  • NEC Address First & Last Name
  • NEC Address Category *
  • NEC Address Behavior *
  • NEC Address Show in Phonebook *
  • NEC Address Mailbox Name
  • NEC Address Aware of IVR *
  • NEC Address AA Permissions *
  • NEC Address Recording Type *
  • NEC Address Assigned *
  • NEC Address Primary *
  • NEC User Domain Name
  • NEC Profile Name

13. The 3C Station Address tab contains the following information, most fields are auto-populated however you can change the information if necessary:

• • NEC Station Address is Primary Address *
  • NEC Station Address is Owner *
  • NEC Station Address Do Not Disturb *
  • NEC Station Address Message Waiting *
  • NEC Station Address Group Priority

14. At this point it is a good idea to save your progress, within the Actions pane, click on the Save button. This saves your set and allows you to keep working.

Adding Features to a Set

There are two type of features related to a set, Button Feature and Device Features.  Button features are things like Speed Dial, Call Hold, etc.  Device Details are things like Voicemail, Call Forwarding, etc.

There are 3 panes involved when adding a feature to a set.  They are Buttons, Features and Button Feature Pick List.

The Feature Pick List pane displays a complete list of the features you can assign to the set, this information is read only.

1. Within the Buttons pane, highlight the button to add the feature onto. Next you will click on the Features pane.  You will notice in the first line, the button number appears, you can change the number by simply clicking on the dropdown arrow and selecting a new button number.
2. The next dropdown you will click on is the Button Features dropdown, this list contains the complete list of features that can be assigned to the set. From the list select the appropriate feature.  Depending on the feature selected there may be additional fields to complete.
3. To add a feature to the device, click on the line under Device Features. From the dropdown, select the feature to add to the device.
4. Once you have the feature assigned to the buttons, click on the Save button within the Actions ribbon group. This will save your changes and allow you to continue working with the set.

Removing a Feature

1. To remove a feature from a button, find the feature within the Features pane, to the right-hand side of the pane you will see a red circle for each feature that is on the set. Find the feature and click on the circle to remove the feature.
2. Within the Actions ribbon group, click on the Save button within the Actions ribbon group. This will save your changes and allow you to continue working with the set.