In order to use Standard Sets, there is a bit of a setup that needs to occur. Just like in any other section of CAIRS, you need to have your sites and building created.
The next thing that needs to be setup is the switch. Currently, standard sets are only associated to the NEC and Cisco switches. When you create either of these switches, you will also need to setup the number plans and sync schedule. The syncs will help to populate a lot of the dropdowns that will be needed when you are adding/modifying a set.
It is a good idea to create your Set Templates. Templates allow you to determine a set of standards for each set including switch-specific field values, images, features, etc.
There are a few system settings that should be reviewed as well. First is “Connectivity Required”. This determines if you are going to use connectivity for sets. If set to true, connectivity will be required for all new devices. If set to false, connectivity will not be required for any device in your database.
The next setting is “Connectivity for Standard Sets”, this setting allows you to determine where the connectivity for the set will reside either with the set, the directory record or both. It is recommended that you not use both, you should either choose the set or the directory record. If you choose Set, the connectivity will be linked to the set. If you choose directory record, the connectivity will be linked to the telephone number. When building global reports, it is easier to report on connectivity if all of the data is associated with either the Standard Directory or the Standard Set, but not both.
Setting up Standard Directory in Number Plans is not required, but strongly recommended. The Standard Directory sync creates a range of numbers based on a number plan. The number plan acts a link between the standard directory and the switch that is related to the number plan. When setting up the number plans you will select your link options, it is recommended that you ‘Sync All Numbers’. This syncs all numbers within the number plan with standard directory.
Before you can begin to create sets and set templates, you need to build in at least one Set Type. Set Types can be created from scratch, although not recommended or you can import them through the Core Data Import. With either option, a Unique Representative will run the import or create the set types. In case you need to add another set type, please call our Support Team to have them walk you through the process.